HEALTH LEADS INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH LEADS INC (EIN 45-0484533)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-03-02
- IRS object ID
- 201510619349300311
- Schema version
- 2013v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-02T10:38:32-06:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450484533 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH LEADS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 6173913633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 OLIVER STREET 10TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH DITROIA | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 6175222766 | PhoneNum |
| Signature | 2015-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A WASHBURN | PreparerPersonNm |
| PTIN | P00537319 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2015-02-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SARAH DITROIA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 OLIVER STREET 10TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,697,813 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHLEADSUSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | HEALTH 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 Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 93 | TotalEmployeeCnt |
| Total Volunteers | 859 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,379,524 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,872,935 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $870,308 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,247,006 | CYProgramServiceRevenueAmt |
| PY Investment Income | $35,844 | PYInvestmentIncomeAmt |
| CY Investment Income | $55,154 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,787 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,291,463 | PYTotalRevenueAmt |
| CY Total Revenue | $25,175,095 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,112,310 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,598,067 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $743,577 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,435,471 | PYOtherExpensesAmt |
| CY Other Expenses | $2,656,028 | CYOtherExpensesAmt |
| PY Total Expenses | $8,547,781 | PYTotalExpensesAmt |
| CY Total Expenses | $9,254,095 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,256,318 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,921,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,571,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,593,970 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $202,553 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $246,504 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,368,584 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,347,466 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HEALTH 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,171,404 | ExpenseAmt |
| Revenue | $1,247,006 | RevenueAmt |
| Desc | IN CLINICS WHERE HEALTH LEADS OPERATES, PHYSICIANS CAN "PRESCRIBE" FOOD, HOUSING, OR OTHER CRITICAL RESOURCES - JUST AS THEY WOULD MEDICATION. PATIENTS TAKE THEIR PRESCRIPTIONS TO THE CLINIC WAITING ROOM, WHERE HEALTH LEADS' RIGOROUSLY TRAINED COLLEGE VOLUNTEERS CONNECT THEM TO THESE RESOURCES. DURING THE 2013 TAX YEAR, HEALTH LEADS' CORPS OF 859 VOLUNTEERS ASSISTED 50,456 CHILDREN AND ADULTS WITH ACCESSING THE RESOURCES THEY NEED TO BE HEALTHY, IN BOSTON, PROVIDENCE, NEW YORK, BALTIMORE, WASHINGTON, D.C., CHICAGO AND CALIFORNIA. | Desc |
| Total Program Service Expenses | $7,171,404 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 149 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 93 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTORIA JALAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6178618024 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 OLIVER STREET 10TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| REBECCA ONIE MILDER | ||||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $158,463 | $0 | $32,400 | ||
| MICHAEL BLAU | ||||||||
| CLERK | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GARY COHEN | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN DONAHUE | ||||||||
| VICE CHAIR OF THE BOARD | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ELIZA GREENBERG | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JUDITH KURLAND | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SARAH LUKAS | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN MANDILE | ||||||||
| CHAIR | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAURA SAMBERG | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LARRY COHEN | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD A SILVERSTEIN | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE JACKOBOICE JR | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SARAH DITROIA | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $188,094 | $0 | $35,068 | Yes (X) | |||
| CHUCK GORDAN | ||||||||
| VP OF DEVELOPMENT | 40.00 | $206,840 | $0 | $12,395 | Yes (X) | |||
| ALEXANDRA QUINN | ||||||||
| VP STRATEGY & OPS. | 40.00 | $148,668 | $0 | $27,920 | Yes (X) | |||
| SUSAN DALELIO | ||||||||
| VP OF ACCOUNTS, PROGRAM & EXPANSION | 40.00 | $142,331 | $0 | $27,497 | Yes (X) | |||
| BRIAN P HERMANSPAN | ||||||||
| VP OF BUSINESS DEVELOPMENT | 40.00 | $161,501 | $0 | $30,150 | Yes (X) | |||
| VICTORIA JALAL | ||||||||
| VP OF TALENT & STRATEGIC ASSETS | 40.00 | $135,190 | $0 | $27,224 | Yes (X) | |||
| KAREN TIROZZI | ||||||||
| VP OF RESEARCH AND DEVELOPMENT | 40.00 | $138,820 | $0 | $27,666 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,279,907 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $220,320 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $23,872,935 | AllOtherContributionsAmt |
| Total Contributions | $23,872,935 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,247,006 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,247,006 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,247,006 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,142 | TotalRevenueColumnAmt |
| Exclusion | $81,142 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $496,730 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $522,718 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$25,988 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$25,988 | TotalRevenueColumnAmt |
| Exclusion | -$25,988 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,175,095 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,247,006 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $55,154 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,547 | TotalAmt |
| Program Services | $274,248 | ProgramServicesAmt |
| Management And General | $114,946 | ManagementAndGeneralAmt |
| Fundraising | $134,353 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,995,298 | TotalAmt |
| Program Services | $3,916,698 | ProgramServicesAmt |
| Management And General | $675,657 | ManagementAndGeneralAmt |
| Fundraising | $402,943 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,539 | TotalAmt |
| Program Services | $92,403 | ProgramServicesAmt |
| Management And General | $17,897 | ManagementAndGeneralAmt |
| Fundraising | $17,239 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,077 | TotalAmt |
| Program Services | $438,043 | ProgramServicesAmt |
| Management And General | $62,474 | ManagementAndGeneralAmt |
| Fundraising | $5,560 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,606 | TotalAmt |
| Program Services | $311,924 | ProgramServicesAmt |
| Management And General | $66,841 | ManagementAndGeneralAmt |
| Fundraising | $66,841 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,349 | TotalAmt |
| Management And General | $31,349 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,116 | TotalAmt |
| Program Services | $495,967 | ProgramServicesAmt |
| Management And General | $64,270 | ManagementAndGeneralAmt |
| Fundraising | $69,879 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,778 | TotalAmt |
| Program Services | $9,778 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,793 | TotalAmt |
| Program Services | $138,936 | ProgramServicesAmt |
| Management And General | $65,336 | ManagementAndGeneralAmt |
| Fundraising | $2,521 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,202 | TotalAmt |
| Program Services | $142,383 | ProgramServicesAmt |
| Management And General | $31,715 | ManagementAndGeneralAmt |
| Fundraising | $9,104 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,623 | TotalAmt |
| Program Services | $118,052 | ProgramServicesAmt |
| Management And General | $85,054 | ManagementAndGeneralAmt |
| Fundraising | $23,517 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,463 | TotalAmt |
| Program Services | $448,014 | ProgramServicesAmt |
| Management And General | $73,449 | ManagementAndGeneralAmt |
| Fundraising | $6,000 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,337 | TotalAmt |
| Program Services | $185,428 | ProgramServicesAmt |
| Management And General | $22,401 | ManagementAndGeneralAmt |
| Fundraising | $508 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,895 | TotalAmt |
| Program Services | $165,895 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,787 | TotalAmt |
| Management And General | $11,787 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STIPENDS | $312,896 | $312,896 | ||
| RECRUITING | $109,953 | $109,953 | ||
| BANK FEES | $17,772 | $14,772 | $3,000 | |
| MISCELLANEOUS | $8,827 | $7,474 | $928 | $425 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,237 | TotalAmt |
| Program Services | $3,312 | ProgramServicesAmt |
| Management And General | $238 | ManagementAndGeneralAmt |
| Fundraising | $1,687 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,254,095 | TotalAmt |
| Program Services | $7,171,404 | ProgramServicesAmt |
| Management And General | $1,339,114 | ManagementAndGeneralAmt |
| Fundraising | $743,577 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $728,296 | BOYAmt |
| EOY | $1,445,112 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,049 | BOYAmt |
| EOY | $1,771,897 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,210,611 | BOYAmt |
| EOY | $20,385,533 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,180 | BOYAmt |
| EOY | $12,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $561,688 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $293,677 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,514 | BOYAmt |
| EOY | $268,011 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,176,221 | BOYAmt |
| EOY | $1,711,385 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,266 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,571,137 | BOYAmt |
| EOY | $25,593,970 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,553 | BOYAmt |
| EOY | $246,504 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,553 | BOYAmt |
| EOY | $246,504 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,328,128 | BOYAmt |
| EOY | $3,344,677 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,040,456 | BOYAmt |
| EOY | $22,002,789 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,368,584 | BOYAmt |
| EOY | $25,347,466 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,571,137 | BOYAmt |
| EOY | $25,593,970 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,921,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $57,882 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,129,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,942,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,331,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,160,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,872,935 | CurrentTaxYearAmt |
| Total | $50,437,245 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,129,886 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,942,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,331,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,160,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,872,935 | CurrentTaxYearAmt |
| Total | $50,437,245 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $24,824,991 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,612,254 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,844 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,142 | CurrentTaxYearAmt |
| Total | $228,160 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$5,751 | CurrentTaxYearMinus3YearsAmt |
| Total | -$4,908 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,660,497 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,823,698 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50560 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65970 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $561,688 | OtherCostOrOtherBasisAmt |
| Depreciation | $293,677 | DepreciationAmt |
| Book Value | $268,011 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $268,011 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,108,284 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $57,882 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,875,307 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,933,189 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,175,095 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,175,095 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,129,402 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,875,307 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,875,307 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,254,095 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,254,095 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | HEALTH 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 STATEMENT 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, 2014 AND 2013. HEALTH LEADS' INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REBECCA ONIE MILDER | ||||||||||||||
| CEO | $152,118 | $0 | $6,345 | $0 | $0 | $0 | $7,200 | $0 | $25,200 | $0 | $190,863 | $0 | $0 | $0 |
| SARAH DITROIA | ||||||||||||||
| CHIEF OPERATING OFFICER | $182,352 | $0 | $5,742 | $0 | $0 | $0 | $7,793 | $0 | $27,275 | $0 | $223,162 | $0 | $0 | $0 |
| CHUCK GORDAN | ||||||||||||||
| VP OF DEVELOPMENT | $206,840 | $0 | $0 | $0 | $0 | $0 | $2,754 | $0 | $9,641 | $0 | $219,235 | $0 | $0 | $0 |
| ALEXANDRA QUINN | ||||||||||||||
| VP STRATEGY & OPS. | $147,290 | $0 | $1,378 | $0 | $0 | $0 | $6,205 | $0 | $21,715 | $0 | $176,588 | $0 | $0 | $0 |
| SUSAN DALELIO | ||||||||||||||
| VP OF ACCOUNTS, PROGRAM & EXPANSION | $140,967 | $0 | $1,364 | $0 | $0 | $0 | $6,110 | $0 | $21,387 | $0 | $169,828 | $0 | $0 | $0 |
| BRIAN P HERMANSPAN | ||||||||||||||
| VP OF BUSINESS DEVELOPMENT | $136,501 | $0 | $25,000 | $0 | $0 | $0 | $6,700 | $0 | $23,450 | $0 | $191,651 | $0 | $0 | $0 |
| VICTORIA JALAL | ||||||||||||||
| VP OF TALENT & STRATEGIC ASSETS | $133,826 | $0 | $1,364 | $0 | $0 | $0 | $6,050 | $0 | $21,174 | $0 | $162,414 | $0 | $0 | $0 |
| KAREN TIROZZI | ||||||||||||||
| VP OF RESEARCH AND DEVELOPMENT | $138,820 | $0 | $0 | $0 | $0 | $0 | $6,148 | $0 | $21,518 | $0 | $166,486 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FEDERAL FORM 990 IS REVIEWED BY MANAGEMENT, THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE, AND THEN REVIEWED AND APPROVED BY THE BOARD BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD 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 15 | THE 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 19 | PROVIDED UPON REQUEST. |
| FORM 990, PART XI, LINE 2C | HEALTH 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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