RHODE ISLAND QUALITY INSTITUTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RHODE ISLAND QUALITY INSTITUTE (EIN 75-3059336)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201511329349300931
- Schema version
- 2014v5.0
- 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 | 2015-05-12T08:31:17-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 753059336 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHODE ISLAND QUALITY INSTITUTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RHOD | BusinessNameControlTxt |
| Phone | 4012769141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOLDEN STREET SUITE 300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02908 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA L ADAMS | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 4012744564 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH A HOPKINS | PreparerPersonNm |
| PTIN | P00167843 | PTIN |
| Phone | 4012742001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURA L ADAMS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOLDEN STREET SUITE 300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,453,080 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RIQI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Activity Or Mission | TO SIGNIFICANTLY IMPROVE THE SAFETY AND QUALITY OF HEALTH CARE IN RHODE ISLAND. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,602,849 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,236,173 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,711,797 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,214,081 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,690 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,826 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,318,336 | PYTotalRevenueAmt |
| CY Total Revenue | $8,453,080 | 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 | $5,697,017 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,574,494 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,466,297 | PYOtherExpensesAmt |
| CY Other Expenses | $5,184,903 | CYOtherExpensesAmt |
| PY Total Expenses | $12,163,314 | PYTotalExpensesAmt |
| CY Total Expenses | $9,759,397 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$844,978 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,306,317 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,266,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,919,556 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $768,296 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $728,014 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,497,859 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,191,542 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO REPRESENT EVERY CONSTITUENCY OF HEALTHCARE LEADERSHIP, AS WELL AS HEALTH INSURANCE, CONSUMER AND PUBLIC INTEREST. TO WORK COLLABORATIVELY, COME UP WITH INNOVATIVE SOLUTIONS, CHAMPION CHANGES THROUGHOUT OUR ORGANIZATIONS, AND DEDICATE TIME, MONEY AND EXPERTISE TO IMPROVE THE QUALITY OF HEALTHCARE IN RHODE ISLAND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,249,978 | ExpenseAmt |
| Revenue | $5,214,081 | RevenueAmt |
| Desc | WORKING TO LEVERAGE RI'S UNIQUE CHARACTERISTICS TO DEMONSTRATE HOW THE HEALTHCARE SYSTEM CAN BE IMPROVED THROUGH COLLABORATIVE INNOVATION; TO FOSTER CONNECTIVITY BETWEEN AND AMONG THE HEALTHCARE TEAM AND THE PATIENT; TO INCREASE ACCURACY, RESPONSIVENESS AND EFFECTIVENESS IN HEALTHCARE BY USING TECHNOLOGY TO STANDARDIZE, STREAMLINE, AND SPEED UP THE RETRIEVAL AND DELIVERY OF PATIENT DATA STATEWIDE; TO HELP THE HEALTHCARE TEAM CONSISTENTLY DELIVER CARE THAT IS BASED ON BEST-KNOWN PRACTICES; TO CREATE A SYSTEM THAT INSPIRES AND REWARDS IMPROVED PROFESSIONAL PERFORMANCE. | Desc |
| Total Program Service Expenses | $7,249,978 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 52 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | LocalChaptersInd |
| 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 | RI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4012769141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOLDEN STREET SUITE 300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02908 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| YUL D EJNES MD | |||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD H LECLERC | |||||||
| VICE-CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN FARRELL | |||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DENNIS KEEFE | |||||||
| SECRETARY | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERNEST ALMONTE | |||||||
| DIRECTOR (1/14-3/14) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER ANDRUSZKIEWICZ | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY BABINEAU MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND BANDUSKY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES BERSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD BESDINE MD | |||||||
| DIRECTOR (1/14-4/14) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JACK ELIAS MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA FRANCHITTO | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARIE GHAZAL RN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN C HITTNER MD | |||||||
| DIRECTOR, NON-VOTING | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES HOOLEY | |||||||
| DIRECTOR (1/14-9/14) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES T JONES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| H JOHN KEIMIG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DALE K KLATZKER | |||||||
| DIRECTOR (AS OF 11/14) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| G ALAN KUROSE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE LIEB | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER M MARINO | |||||||
| DIRECTOR (AS OF 9/14) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT PUERINI JR MD | |||||||
| DIRECTOR (AS OF 10/14) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES ROOSEVELT JR | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURIE WHITE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA L ADAMS | |||||||
| PRESIDENT AND CEO | 50.00 | Yes (X) | $322,132 | $0 | $30,244 | ||
| GARY CHRISTENSEN | |||||||
| CIO/COO (1/14-2/14) | 50.00 | Yes (X) | $86,453 | $0 | $4,756 | ||
| ALOK GUPTA | |||||||
| CIO/COO (AS OF 5/14) | 50.00 | Yes (X) | $140,324 | $0 | $11,283 | ||
| JONATHON LEVISS | |||||||
| CMO (1/14-4/14) | 50.00 | Yes (X) | $112,777 | $0 | $8,157 | ||
| CHARLES DANSEREAU | |||||||
| DIRECTOR OF IT | 40.00 | $138,520 | $0 | $19,693 | Yes (X) | ||
| CHARLIE HEWITT | |||||||
| DIRECTOR, HIE | 40.00 | $131,420 | $0 | $19,602 | Yes (X) | ||
| ELAINE FONTAINE | |||||||
| DIRECTOR OF DQA | 40.00 | $124,298 | $0 | $16,357 | Yes (X) | ||
| DAWN DUNN | |||||||
| DIRECTOR OF FINANCE | 40.00 | $107,078 | $0 | $23,809 | Yes (X) | ||
| DARLENE MORRIS | |||||||
| DIRECTOR, REGIONAL EXTENSION CENTER | 40.00 | $103,283 | $0 | $4,748 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,266,285 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $138,649 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 12 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTERSYSTEMS CORPORATION | |||||
| PO BOX 84-5809 | BOSTON | MA | 02284 | SOFTWARE, PROJECT IMPLEMENTATION | $755,537 |
| J2 INTERACTIVE LLC | |||||
| 2 THIRTEENTH STREET | CHARLESTOWN | MA | 02129 | SOFTWARE, PROJECT IMPLEMENTATION | $681,345 |
| SAGAMORE GROUP INC | |||||
| PO BOX 807 | BRISTOL | RI | 02809 | OUTREACH | $363,947 |
| RESEARCH TRIANGLE INSTITUTE | |||||
| PO BOX 900002 | RALEIGH | NC | 27675 | CONSULTING | $322,302 |
| NIXON PEABODY LLP | |||||
| ONE CITIZENS PLAZA | PROVIDENCE | RI | 02903 | LEGAL SERVICES | $157,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,236,173 | AllOtherContributionsAmt |
| Total Contributions | $3,236,173 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT REVENUE | 900099 | $4,189,294 | $4,189,294 |
| US DHHS INCOME | 900099 | $1,024,787 | $1,024,787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,214,081 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,026 | TotalRevenueColumnAmt |
| Exclusion | $2,026 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $800 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $800 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $800 | TotalRevenueColumnAmt |
| Exclusion | $800 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,453,080 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,214,081 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,826 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $716,126 | TotalAmt |
| Management And General | $716,126 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,986,225 | TotalAmt |
| Program Services | $2,273,202 | ProgramServicesAmt |
| Management And General | $713,023 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,151 | TotalAmt |
| Program Services | $386,798 | ProgramServicesAmt |
| Management And General | $163,353 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,992 | TotalAmt |
| Program Services | $206,430 | ProgramServicesAmt |
| Management And General | $115,562 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,465 | TotalAmt |
| Program Services | $119,764 | ProgramServicesAmt |
| Management And General | $35,701 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,000 | TotalAmt |
| Management And General | $39,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,793 | TotalAmt |
| Program Services | $451,793 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,374 | TotalAmt |
| Program Services | $8,374 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,142 | TotalAmt |
| Program Services | $111,270 | ProgramServicesAmt |
| Management And General | $25,872 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,318,796 | TotalAmt |
| Program Services | $2,200,470 | ProgramServicesAmt |
| Management And General | $118,326 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,888 | TotalAmt |
| Management And General | $270,888 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,029 | TotalAmt |
| Program Services | $36,864 | ProgramServicesAmt |
| Management And General | $19,165 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,229 | TotalAmt |
| Program Services | $23,125 | ProgramServicesAmt |
| Management And General | $7,104 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,211 | TotalAmt |
| Program Services | $387,624 | ProgramServicesAmt |
| Management And General | $107,587 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,893 | TotalAmt |
| Program Services | $28,061 | ProgramServicesAmt |
| Management And General | $7,832 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONSULTING | $565,056 | $509,836 | $55,220 |
| SUBSIDIES | $313,083 | $313,083 | |
| HR AND STAFFING COSTS | $183,146 | $123,961 | $59,185 |
| COMMUNICATIONS | $67,329 | $54,272 | $13,057 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,469 | TotalAmt |
| Program Services | $15,051 | ProgramServicesAmt |
| Management And General | $42,418 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,759,397 | TotalAmt |
| Program Services | $7,249,978 | ProgramServicesAmt |
| Management And General | $2,509,419 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,557,200 | BOYAmt |
| EOY | $1,722,143 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,990 | BOYAmt |
| EOY | $129,273 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,836 | BOYAmt |
| EOY | $15,720 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,378 | BOYAmt |
| EOY | $318,573 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,525 | BOYAmt |
| EOY | $177,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,138,907 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,582,892 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,051,226 | BOYAmt |
| EOY | $556,015 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,266,155 | BOYAmt |
| EOY | $2,919,556 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,296 | BOYAmt |
| EOY | $728,014 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,296 | BOYAmt |
| EOY | $728,014 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $915,928 | BOYAmt |
| EOY | $865,814 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,581,931 | BOYAmt |
| EOY | $1,325,728 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,497,859 | BOYAmt |
| EOY | $2,191,542 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,266,155 | BOYAmt |
| EOY | $2,919,556 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,306,317 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,614,001 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,348,899 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,392,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,602,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,236,173 | CurrentTaxYearAmt |
| Total | $15,194,402 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,818,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,377,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,699,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,711,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,214,081 | CurrentTaxYearAmt |
| Total | $39,820,999 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,432,720 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,726,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,091,523 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,314,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,450,254 | CurrentTaxYearAmt |
| Total | $55,015,401 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $55,015,401 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,026 | CurrentTaxYearAmt |
| Total | $6,585 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $251 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,690 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,026 | CurrentTaxYearAmt |
| Total | $6,585 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,433,298 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,726,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,091,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,318,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,452,280 | CurrentTaxYearAmt |
| Total | $55,021,986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99990 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99970 | PublicSupportPY509Pct |
| Investment Income CY | 0.00010 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00030 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,759,397 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $9,759,397 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $637,970 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $159,493 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $760,321 | CurrentYearMinus3Amt |
| Current Year Minus2 | $873,319 | CurrentYearMinus2Amt |
| Current Year Minus1 | $758,166 | CurrentYearMinus1Amt |
| Current Year | $637,970 | CurrentYearAmt |
| Total | $3,029,776 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,544,664 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $5,834 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $5,834 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $190,080 | CurrentYearMinus3Amt |
| Current Year Minus2 | $218,330 | CurrentYearMinus2Amt |
| Current Year Minus1 | $189,542 | CurrentYearMinus1Amt |
| Current Year | $159,493 | CurrentYearAmt |
| Total | $757,445 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,136,168 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,884 | OtherCostOrOtherBasisAmt |
| Depreciation | $80,661 | DepreciationAmt |
| Book Value | $86,223 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,972,023 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,502,231 | DepreciationAmt |
| Book Value | $469,792 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $556,015 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,453,080 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,453,080 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,453,080 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,759,397 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,759,397 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,759,397 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE INSTITUTE IS A PUBLIC CHARITY EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE INSTITUTE OPERATES IN A MANNER CONSISTENT WITH THEIR TAX-EXEMPT STATUS AT BOTH THE FEDERAL AND STATE LEVEL. THE INSTITUTE ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THE INSTITUTE'S TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES AND THE TAX RETURNS FOR 2011, 2012 AND 2013 ARE SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURA L ADAMS | ||||||||||||||
| PRESIDENT AND CEO | $276,205 | $0 | $45,927 | $0 | $0 | $0 | $10,400 | $0 | $19,844 | $0 | $352,376 | $0 | $0 | $0 |
| ALOK GUPTA | ||||||||||||||
| CIO/COO (AS OF 5/14) | $140,324 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,283 | $0 | $151,607 | $0 | $0 | $0 |
| CHARLES DANSEREAU | ||||||||||||||
| DIRECTOR OF IT | $138,520 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,693 | $0 | $158,213 | $0 | $0 | $0 |
| CHARLIE HEWITT | ||||||||||||||
| DIRECTOR, HIE | $131,420 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,602 | $0 | $151,022 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | AS PART OF THE ANNUAL COMPENSATION REVIEW FOR THE TOP EXECUTIVE OF THE ORGANIZATION, THE BOARD HAS CHOSEN TO PAY AN INCENTIVE COMPENSATION PAYMENT. THIS AMOUNT INCREASES THE COMPENSATION TO AN AMOUNT THE BOARD BELIEVES IS JUSTIFIED BY THE CURRENT SIZE, COMPLEXITY AND PERFORMANCE OF THE ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN KEIMIG (HEALTHCENTRIC ADVISORS PRESIDENT & CEO) - RICHARD BESDINE, MD, DIRECTOR, DIVISION OF GERIATRICS, ALPERT SCHOOL OF MEDICINE, BROWN UNIVERSITY, CONTRACTED PART-TIME AS MEDICAL DIRECTOR OF HEALTHCENTRIC ADVISORS MARIE GHAZAL (RHODE ISLAND FREE CLINIC CEO) - COLLABORATES WITH THE FOLLOWING BOARD MEMBERS FOR RIFC SERVICES: PETER ANDRUSZKIEWICZ, CEO OF BCBSRI; JAMES ROOSEVELT, CEO OF TUFTS HEALTH PLAN; TIMOTHY BABINEAU, MD, CEO OF LIFESPAN; AND DENNIS KEEFE, CEO OF CARE NEW ENGLAND G ALAN KUROSE,MD (COASTAL MEDICAL CEO) - DR YUL EJNES (RIQI CHAIR) IS A SHAREHOLDER PHYSICIAN OF COASTAL MEDICAL AND A MEMBER OF CCMM. COASTAL ALSO HAS PROVIDER CONTRACTS WITH THE FOLLOWING HEALTH PROVIDERS WHOSE CEOS ARE RIQI BOARD MEMBERS: PETER ANDRUSZKIEWICZ, BCBSRI; STEPHEN FARRELL, UNITED HEALTHCARE; AND JAMES ROOSEVELT, TUFTS HEALTH PLAN RICHARD LECLERC (GATEWAY HEALTHCARE PRESIDENT & CEO) - GATEWAY HEALTHCARE HAS SERVICE PROVIDER RELATIONSHIPS WITH NHPRI,UNITED BEHAVIORAL HEALTH, A SUBSIDIARY OF UNITED HEALTHCARE OF NEW ENGLAND,BLUE CROSS BLUE SHIELD OF RI, LIFESPAN, AND TUFTS HEALTH PLAN - THE CEO'S OF THESE ORGANIZATIONS ARE ALSO DIRECTORS OF RIQI TIMOTHY BABINEAU, MD (LIFESPAN PRESIDENT AND CEO) - PETER ANDRUSZKIEWICZ, PRESIDENT AND CEO OF BCBSRI - ASO SERVICE FOR HEALTH BENEFITS; PETER ANDRUSZKIEWICZ, BCBSRI; STEPHAN FARRELL, UNITED HEALTHCARE; JAMES HOOLEY, CEO OF NHPRI - LIFESPAN'S HOSPITAL ARE PARTICIPATING PROVIDERS IN THEIR NETWORK LAURIE WHITE (PRESIDENT, GPCC) - VARIOUS MEMBERS OF THE BOARD AND THEIR ENTITIES HAVE A ROUTINE VOLUNTEER-BASED MEMBERSHIP RELATIONSHIP WITH THE GREATER PROVIDENCE CHAMBER OF COMMERCE |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PROCESS FOR 990 FORM APPROVAL INVOLVES EXTERNAL AUDIT PREPARATION AND SUBSEQUENT REVIEW BY MANAGEMENT. THE FORM 990 IS SENT TO THE AUDIT AND COMPLIANCE COMMITTEE FOR REVIEW AND APPROVAL. ANY CHANGES TO THE FORM 990 ARE MADE AS NECESSARY. THE COMMITTEE RECOMMENDS THE FORM 990 TO THE BOARD (THEY RECEIVE A COPY PRIOR TO THE BOARD MEETING) FOR FINAL APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES. THESE PEOPLE ARE ASKED TO REVIEW THE POLICY AND SIGN A STATEMENT INDICATING THAT THEY UNDERSTAND THE POLICY AND HAVE REPORTED ALL POTENTIAL CONFLICTS DURING THE PAST YEAR IN ACCORDANCE WITH THE POLICY AND WILL REPORT ALL POTENTIAL CONFLICTS DURING THE COMING YEAR. ALL POTENTIAL CONFLICTS ARE EVALUATED BY THE BOARD TO DETERMINE IF A CONFLICT ACTUALLY EXISTS. IN THOSE INSTANCES WHERE THE POTENTIAL TRANSACTION IS A CONFLICT, THE BOARD EXAMINES THE TRANSACTION AND A VOTE IS TAKEN (WITH THOSE INVOLVED RECUSING THEMSELVES) AS TO WHETHER THE ORGANIZATION WILL ENTER INTO THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANNUALLY THE BOARD CONDUCTS A PERFORMANCE REVIEW AND EVALUATION OF THE CHIEF EXECUTIVE OFFICER. THE REVIEW ALSO ESTABLISHES THE INDIVIDUAL'S COMPENSATION FOR THE FOLLOWING YEAR. THIS PROCESS INVOLVES THE EVALUATION OF THE INDIVIDUAL AND A REVIEW OF COMPENSATION OF COMPARABLE POSITIONS OBTAINED FROM AN INDEPENDENT COMPENSATION CONSULTANT. THE CHIEF EXECUTIVE OFFICER ESTABLISHES THE COMPENSATION OF THE SENIOR MANAGEMENT TEAM AND REVIEWS THE PERFORMANCE EVALUATIONS AND RECOMMENDED COMPENSATION WITH THE BOARD CHAIR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION AND BY-LAWS), ITS CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION WILL MAIL COPIES UPON REQUEST OR PROVIDE COPIES TO THOSE WHO COME TO THE ADMINISTRATIVE OFFICE DURING NORMAL BUSINESS HOURS. THE ORGANIZATION CHARGES FOR THE COPIES IN ACCORDANCE WITH IRS REGULATIONS. |
Comments