HEALTH LEADS INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HEALTH LEADS INC (EIN 45-0484533)
Tax period
2015-09-01 to 2016-08-31
Filed
2017-05-05
IRS object ID
201731259349300548
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-05T11:20:59-05:00ReturnTs
Tax Period End2016-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER ARONSON FINNING & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121 EAST MAIN STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450484533EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTH LEADS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone6173913633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 SCHOOL STREET 6TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROCCO PERLAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6175222766PhoneNum
Signature2017-04-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS A WASHBURNPreparerPersonNm
PTINP00537319PTIN
Phone5083669100PhoneNum
Preparation2017-04-20PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROCCO PERLAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 SCHOOL STREET 6TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,016,314GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HEALTHLEADSUSA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionHEALTH LEADS ENVISIONS A HEALTHCARE SYSTEM THAT ADDRESSES ALL PATIENTS' BASIC RESOURCE NEEDS AS A STANDARD PART OF QUALITY CARE. HEALTH LEADS' MISSION IS TO CATALYZE THIS HEALTHCARE SYSTEM BY CONNECTING PATIENTS WITH THE BASIC RESOURCES THEY NEED TO BE HEALTHY, AND IN DOING SO, BUILD LEADERS WITH THE CONVICTION AND ABILITY TO CHAMPION QUALITY CARE FOR ALL PATIENTS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee383TotalEmployeeCnt
Total Volunteers573TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$14,144,839PYContributionsGrantsAmt
CY Contributions Grants$5,700,351CYContributionsGrantsAmt
PY Program Service Revenue$1,839,071PYProgramServiceRevenueAmt
CY Program Service Revenue$2,558,348CYProgramServiceRevenueAmt
PY Investment Income$62,544PYInvestmentIncomeAmt
CY Investment Income$43,215CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$19,000CYOtherRevenueAmt
PY Total Revenue$16,046,454PYTotalRevenueAmt
CY Total Revenue$8,320,914CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,859,935PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,557,290CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$966,547CYTotalFundraisingExpenseAmt
PY Other Expenses$3,501,287PYOtherExpensesAmt
CY Other Expenses$3,537,540CYOtherExpensesAmt
PY Total Expenses$11,361,222PYTotalExpensesAmt
CY Total Expenses$13,094,830CYTotalExpensesAmt
PY Revenues Less Expenses$4,685,232PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,773,916CYRevenuesLessExpensesAmt
Total Assets BOY$30,793,043TotalAssetsBOYAmt
Total Assets EOY$26,766,803TotalAssetsEOYAmt
Total Liabilities BOY$817,038TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,570,356TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$29,976,005NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,196,447NetAssetsOrFundBalancesEOYAmt
MissionHEALTH LEADS IS A SOCIAL ENTERPRISE THAT ENVISIONS A HEALTHCARE SYSTEM THAT ADDRESSES ALL PATIENTS' BASIC RESOURCE NEEDS AS A STANDARD PART OF QUALITY CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$9,643,665ExpenseAmt
Revenue$2,577,348RevenueAmt
DescFOR 20 YEARS, HEALTH LEADS HAS WORKED WITH LEADING HEALTHCARE ORGANIZATIONS TO CREATE SUSTAINABLE, HIGH-IMPACT AND COST-EFFECTIVE SOCIAL NEEDS INTERVENTIONS THAT CONNECT PATIENTS TO THE COMMUNITY-BASED RESOURCES THEY NEED TO BE HEALTHY - FROM FOOD TO TRANSPORTATION TO HEALTHCARE BENEFITS. HEALTH LEADS IS COMMITTED TO SHARING ITS TOOLS AND EXPERTISE TO IMPROVE THE HEALTH AND WELL-BEING OF PATIENTS, AND TO ACCELERATING THE LEADERSHIP, BEST PRACTICES, INCENTIVES AND RESEARCH REQUIRED TO CHANGE WHAT "COUNTS" AS HEALTHCARE.Desc
Total Program Service Expenses$9,643,665TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee383EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAN PLOWDENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6173913633PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 SCHOOL STREET 6TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
REBECCA ONIE MILDER
CEO40.00Yes (X)Yes (X)$219,776$0$37,206
ASAF BITTON
BOARD MEMBER0.50Yes (X)$0$0$0
MICHAEL BLAU
CLERK1.50Yes (X)Yes (X)$0$0$0
GARY COHEN
BOARD MEMBER0.50Yes (X)$0$0$0
LARRY COHEN
BOARD MEMBER0.50Yes (X)$0$0$0
SUSAN DONAHUE
CO-CHAIR0.50Yes (X)Yes (X)$0$0$0
ARTHUR A GIANELLI
BOARD MEMBER0.50Yes (X)$0$0$0
ELIZA GREENBERG
BOARD MEMBER0.50Yes (X)$0$0$0
GEORGE A JACKOBOICE JR
BOARD MEMBER0.50Yes (X)$0$0$0
JUDITH KURLAND
BOARD MEMBER0.50Yes (X)$0$0$0
THOMAS H LEE MD
BOARD MEMBER0.50Yes (X)$0$0$0
SARAH LUKAS
TREASURER2.00Yes (X)Yes (X)$0$0$0
JOHN MANDILE
CO-CHAIR0.50Yes (X)Yes (X)$0$0$0
LAURA SAMBERG
BOARD MEMBER0.50Yes (X)$0$0$0
MARGARET LAWS
BOARD MEMBER0.50Yes (X)$0$0$0
KELLY HALL
MANAGING PRINCIPAL TRANSFORMATIVE IMPACT40.00$200,223$0$24,308Yes (X)
VICTORIA JALAL
VP OF FINANCE (FORMER)40.00$168,749$0$17,834Yes (X)
SUSAN DALELIO
VP OF ACCOUNTS, PROGRAM & EXPANSION40.00$164,846$0$25,092Yes (X)
ALEXANDRA QUINN
MANAGING PRINCIPAL40.00$157,907$0$27,544Yes (X)
ADAM SHYEVITCH
PRINCIPAL OF STRATEGIC INVESTMENTS40.00$125,545$0$21,077Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,037,046TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$153,061TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K12IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
IDEALIST CONSULTING
4076 N MISSISSIPPI AVENUEPORTLANDOR97227IT CONSULTING$163,053
OXEON LLC
330 HUDSON STREETNEW YORKNY10013RECRUITING SEARCH FEES$144,000
KAREN TIROZZI
745 ATLANTIC AVENUE 10TH FLOORBOSTONMA02111OPERATIONS CONSULTANT$119,802
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt
All Other Contributions$5,700,351AllOtherContributionsAmt
Noncash Contributions$67,872NoncashContributionsAmt
Total Contributions$5,700,351TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM REVENUEDesc
Business900099BusinessCd
Total Revenue Column$2,558,348TotalRevenueColumnAmt
Related Or Exempt Func Income$2,558,348RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,558,348TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$46,907TotalRevenueColumnAmt
Exclusion$46,907ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,691,708SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,695,400SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$3,692SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,692TotalRevenueColumnAmt
Exclusion-$3,692ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$19,000TotalRevenueColumnAmt
Related Or Exempt Func Income$19,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$19,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,320,914TotalRevenueColumnAmt
Related Or Exempt Func Income$2,577,348RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$43,215ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$261,070TotalAmt
Program Services$195,802ProgramServicesAmt
Fundraising$65,268FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,573,544TotalAmt
Program Services$5,715,051ProgramServicesAmt
Management And General$1,213,744ManagementAndGeneralAmt
Fundraising$644,749FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$169,823TotalAmt
Program Services$128,143ProgramServicesAmt
Management And General$27,854ManagementAndGeneralAmt
Fundraising$13,826FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$806,518TotalAmt
Program Services$608,512ProgramServicesAmt
Management And General$130,057ManagementAndGeneralAmt
Fundraising$67,949FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$746,335TotalAmt
Program Services$562,990ProgramServicesAmt
Management And General$116,279ManagementAndGeneralAmt
Fundraising$67,066FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$78,520TotalAmt
Management And General$78,520ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$845,448TotalAmt
Program Services$429,698ProgramServicesAmt
Management And General$402,250ManagementAndGeneralAmt
Fundraising$13,500FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$66,517TotalAmt
Program Services$66,517ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$223,739TotalAmt
Program Services$96,555ProgramServicesAmt
Management And General$122,927ManagementAndGeneralAmt
Fundraising$4,257FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$219,872TotalAmt
Program Services$148,446ProgramServicesAmt
Management And General$71,103ManagementAndGeneralAmt
Fundraising$323FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$382,258TotalAmt
Program Services$228,312ProgramServicesAmt
Management And General$105,319ManagementAndGeneralAmt
Fundraising$48,627FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$626,104TotalAmt
Program Services$575,781ProgramServicesAmt
Management And General$41,371ManagementAndGeneralAmt
Fundraising$8,952FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$240,532TotalAmt
Program Services$209,034ProgramServicesAmt
Management And General$23,474ManagementAndGeneralAmt
Fundraising$8,024FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$183,265TotalAmt
Program Services$130,899ProgramServicesAmt
Management And General$34,868ManagementAndGeneralAmt
Fundraising$17,498FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$25,314TotalAmt
Management And General$25,314ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STIPENDS$280,312$280,312
RECRUITING$224,095$224,095
MISCELLANEOUS$91,178$34,387$56,738$53
BANK FEES$26,016$276$25,740

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$24,370TotalAmt
Program Services$8,855ProgramServicesAmt
Management And General$9,060ManagementAndGeneralAmt
Fundraising$6,455FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,094,830TotalAmt
Program Services$9,643,665ProgramServicesAmt
Management And General$2,484,618ManagementAndGeneralAmt
Fundraising$966,547FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,558,595BOYAmt
EOY$11,198,278EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,230,883BOYAmt
EOY$2,463,497EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,231,085BOYAmt
EOY$10,780,171EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$22,347BOYAmt
EOY$182,973EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$850,009LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$115,977LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$106,504BOYAmt
EOY$734,032EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,643,629BOYAmt
EOY$1,407,852EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$30,793,043BOYAmt
EOY$26,766,803EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$488,791BOYAmt
EOY$879,930EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$328,247BOYAmt
EOY$690,426EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$817,038BOYAmt
EOY$1,570,356EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,313,319BOYAmt
EOY$7,291,446EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$24,662,686BOYAmt
EOY$17,905,001EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,976,005BOYAmt
EOY$25,196,447EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$30,793,043BOYAmt
EOY$26,766,803EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$4,773,916ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$5,642NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,331,852CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,160,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,872,935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,144,839CurrentTaxYearMinus1YearAmt
Current Tax Year$5,700,351CurrentTaxYearAmt
Total$53,210,103TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,331,852CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,160,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,872,935CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$14,144,839CurrentTaxYearMinus1YearAmt
Current Tax Year$5,700,351CurrentTaxYearAmt
Total$53,210,103TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$28,206,670SubstantialContributorsTotAmt
Public Support Total170$25,003,433PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$89,156CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$35,844CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$81,142CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$72,000CurrentTaxYearMinus1YearAmt
Current Tax Year$46,907CurrentTaxYearAmt
Total$325,049TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$19,000CurrentTaxYearAmt
Total$19,000TotalAmt
FieldValueIRS element (for citing)
Total Support$53,554,152TotalSupportAmt
Gross Receipts Rltd Activities$7,221,117GrossReceiptsRltdActivitiesAmt
Public Support CY1700.46690PublicSupportCY170Pct
Public Support PY1700.49900PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$850,009OtherCostOrOtherBasisAmt
Depreciation$115,977DepreciationAmt
Book Value$734,032BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$734,032TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,593,052TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$5,642NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,277,780DonatedServicesAndUseFcltsAmt
Revenue Not Reported$1,272,138RevenueNotReportedAmt
Revenue Subtotal$8,320,914RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,320,914TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$14,372,610TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,277,780DonatedServicesUseFcltsAmt
Expenses Not Reported$1,277,780ExpensesNotReportedAmt
Expenses Subtotal$13,094,830ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$13,094,830TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationHEALTH LEADS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. HEALTH LEADS HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT AUGUST 31, 2016 AND 2015.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
REBECCA ONIE MILDER
CEO$200,560$0$19,216$0$0$0$8,954$0$28,251$0$256,981$0$0$0
KELLY HALL
MANAGING PRINCIPAL TRANSFORMATIVE IM$190,713$0$9,510$0$0$0$0$0$24,308$0$224,531$0$0$0
VICTORIA JALAL
VP OF FINANCE (FORMER)$168,749$0$0$0$0$0$4,292$0$13,542$0$186,583$0$0$0
SUSAN DALELIO
VP OF ACCOUNTS, PROGRAM & EXPANSION$156,886$0$7,960$0$0$0$6,039$0$19,053$0$189,938$0$0$0
ALEXANDRA QUINN
MANAGING PRINCIPAL$149,942$0$7,965$0$0$0$6,629$0$20,915$0$185,451$0$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$67,872NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE FEDERAL FORM 990 IS REVIEWED BY MANAGEMENT, THEN BY THE TREASURER PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE ASKED AT LEAST ONCE PER YEAR TO DISCLOSE ANY CONFLICTS OF INTEREST AT A BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 15AN AD HOC BOARD COMPENSATION COMMITTEE RESEARCHED MARKET SALARIES FOR THE EXECUTIVE TEAM. COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR WAS PROPOSED BY THE BOARD CHAIR AND APPROVED BY THE BOARD COMPENSATION COMMITTEE AND DOCUMENTED IN COMMITTEE MINUTES. COMPARATIVE SALARY STUDIES WERE PERFORMED FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION.
FORM 990, PART VI, SECTION C, LINE 19PROVIDED UPON REQUEST.
FORM 990, PART XI, LINE 2CHEALTH LEADS HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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