COMAGINE HEALTH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- COMAGINE HEALTH (EIN 91-1072875)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-04-12
- IRS object ID
- 201301039349300600
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-04-12T11:46:10-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911194016 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911072875 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUALIS HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | QUAL | NameControl |
| Phone | 2063649700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 MERIDIAN AVENUE NORTH NO 100 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98133 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JONATHAN SUGARMAN | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 2063649700 | Phone |
| Date Signed | 2013-01-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARA ELIZABETH J HYRE | Name |
| PTIN | P00235495 | PTIN |
| Phone | 4254544919 | Phone |
| Date Prepared | 2013-04-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JONATHAN SUGARMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 MERIDIAN AVENUE NORTH NO 100 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98133 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 33858618 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.QUALISHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | WA | StateLegalDomicile |
| Activity Or Mission Description | TO GENERATE, APPLY, AND DISSEMINATE KNOWLEDGE TO IMPROVE THE QUALITY OF HEALTHCARE DELIVERY AND HEALTH OUTCOMES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 314 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 2192745 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34635930 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 33849959 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 29745 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6018 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2641 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 34665675 | TotalRevenuePriorYear |
| Total Revenue Current Year | 33858618 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 22208122 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 23812468 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11260901 | OtherExpensePriorYear |
| Other Expenses Current Year | 10283089 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33469023 | TotalExpensesPriorYear |
| Total Expenses Current Year | 34095557 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1196652 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -236939 | RevenuesLessExpensesCY |
| Total Assets BOY | 12430899 | TotalAssetsBOY |
| Total Assets EOY | 13126169 | TotalAssetsEOY |
| Total Liabilities BOY | 3488831 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4418609 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8942068 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8707560 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO GENERATE, APPLY AND DISSEMINATE KNOWLEDGE TO IMPROVE THE QUALITY OF HEALTHCARE DELIVERY AND HEALTH OUTCOMES, SUPPORTING THE PROMOTION OF HEALTH OF BENEFICIARIES OF GOVERNMENT HEALTHCARE PROGRAMS AND LESSENING THE BURDENS OF GOVERNMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13045587 | Expense |
| Revenue | 17850321 | Revenue |
| Description | CARE MANAGEMENT: QUALIS HEALTH PROVIDES A SUITE OF CARE MANAGEMENT SERVICES (ALSO KNOWN AS "MEDICAL MANAGEMENT") TO SUPPORT COST-EFFECTIVE, PATIENT-CENTERED, HIGH QUALITY CARE THROUGH UTILIZATION MANAGEMENT AND CASE MANAGEMENT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7292279 | Expense |
| Revenue | 9654589 | Revenue |
| Description | HEALTHCARE QUALITY, SAFETY AND EFFICIENCY CONSULTING: QUALIS HEALTH TEAMS WITH HEALTH CARE PROVIDERS, INSTITUTIONS AND POLICY MAKERS TO MAKE TRANSFORMATIONAL CHANGES TO MORE EFFICIENT, EFFECTIVE HEALTHCARE DELIVERY SYSTEMS AND MODELS, EMPHASIZING LEAN WORKFLOWS AND PATIENT-CENTERED PROCESSES. TO PROMOTE QUALITY AND SAFETY DIRECTLY, QUALIS HEALTH PROVIDES PHYSICIAN PEER REVIEW OF HEALTHCARE SERVICES FOR BENEFICIARIES AND OTHERS WHEN THEY HAVE QUALITY OF CARE CONCERNS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4258500 | Expense |
| Revenue | 6345049 | Revenue |
| Description | HEALTH INFORMATION TECHNOLOGY CONSULTING: QUALIS HEALTH PROVIDES CONSULTING SERVICES TO ASSIST PROVIDERS, HEALTHCARE FACILITIES, AND GOVERNMENT AGENCIES AND OTHERS TO LEVERAGE HEALTH INFORMATION TECHNOLOGY IN ORDER TO IMPROVE CARE DELIVERY, TO SUPPORT EFFECTIVE BUSINESS OPERATIONS, AND TO COMPLY WITH REGULATORY REQUIREMENTS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 24596366 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 97 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 314 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JONATHAN SUGARMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2063649700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 MERIDIAN AVE N 100 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98133 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| TIM FRAZIER | ||||||||
| CHAIRMAN | 1.50 | X | X | 2715 | 0 | 0 | ||
| HUGH STRALEY | ||||||||
| VICE CHAIRMAN | 1.50 | X | X | 2325 | 0 | 0 | ||
| KARL KURTZ | ||||||||
| SECRETARY/TREASURER | 1.50 | X | X | 2245 | 0 | 0 | ||
| CLARA LEWIS | ||||||||
| BOARD OF DIRECTORS | 1.50 | X | 2295 | 0 | 0 | |||
| ANDREW CRAIGIE | ||||||||
| BOARD OF DIRECTORS | 1.50 | X | 1890 | 0 | 0 | |||
| ERNEST KIMBALL | ||||||||
| BOARD OF DIRECTORS | 1.50 | X | 1695 | 0 | 0 | |||
| HILKE FABER | ||||||||
| BOARD OF DIRECTORS THRU 12/11 | 1.50 | X | 2195 | 0 | 0 | |||
| LORI WHITTAKER | ||||||||
| BOARD OF DIRECTORS | 1.50 | X | 2195 | 0 | 0 | |||
| MABEL EZEONWU | ||||||||
| BOARD OF DIRECTORS | 1.50 | X | 2195 | 0 | 0 | |||
| MARGARET TAYLOR STANLEY | ||||||||
| BOARD OF DIRECTORS | 1.50 | X | 1195 | 0 | 0 | |||
| STEVE BURGON | ||||||||
| BOARD OF DIRECTORS | 1.50 | X | 2390 | 0 | 0 | |||
| JONATHAN SUGARMAN | ||||||||
| CEO | 40.00 | X | 551063 | 0 | 68659 | |||
| MARCI WEIS | ||||||||
| COO | 40.00 | X | 205712 | 0 | 64062 | |||
| JENNIFER FREEMAN | ||||||||
| CFO | 40.00 | X | 183009 | 0 | 25395 | |||
| FOSTER BEALL | ||||||||
| VICE PRESIDENT | 40.00 | 183308 | 0 | 27819 | X | |||
| MARY SELLERS | ||||||||
| CIO | 40.00 | 180902 | 0 | 27080 | X | |||
| ERIC WALL | ||||||||
| SENIOR MED DIRECTOR | 40.00 | 263059 | 0 | 28309 | X | |||
| P JEFF HUMMEL | ||||||||
| MED DIRECTOR | 40.00 | 259631 | 0 | 23157 | X | |||
| BEVERLY QUICK | ||||||||
| SENIOR CONSULTANT | 40.00 | 177120 | 0 | 0 | X | |||
| SHARON ELORANTA | ||||||||
| MED DIRECTOR, PATIENT SAFETY | 40.00 | 166466 | 0 | 17614 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2193605 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 282095 | TotalOtherCompensation |
| Number Individuals GT100 K | 37 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ZEOMEGA LLC | |||||
| 3010 GAYLORD PARKWAY SUITE 210 | FRISCO | TX | 75034 | CONSULTING | 532729 |
| MEDECISION INC | |||||
| PO BOX 7777 | PHILADELPHIA | PA | 191751821 | CONSULTING | 365577 |
| NINESTONE | |||||
| 16 DUDLEY ROAD | LEXINGTON | MA | 02421 | CONSULTING | 249926 |
| GROUP HEALTH COOPERATIVE | |||||
| PO BOX 34587 | SEATTLE | WA | 981249990 | CONSULTING | 199847 |
| CDW DIRECT LLC | |||||
| PO BOX 75723 | CHICAGO | IL | 606755723 | COMPUTER MAINTENANCE | 197438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 16 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CARE MANAGEMENT | 541900 | 17850321 | 15657576 | 2192745 |
| HEALTHCARE CONSULTING | 541900 | 9654589 | 9654589 | |
| IT CONSULTING | 541900 | 6345049 | 6345049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 33849959 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6018 | TotalRevenueColumn |
| Exclusion | $6,018 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFERRAL FEE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2641 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2641 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2641 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33858618 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31659855 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2192745 | UnrelatedBusinessRevenue |
| Exclusion | $6,018 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1266038 | Total |
| Program Services | 370484 | ProgramServices |
| Management And General | 895554 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18256622 | Total |
| Program Services | 13587548 | ProgramServices |
| Management And General | 4669074 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 802307 | Total |
| Program Services | 623808 | ProgramServices |
| Management And General | 178499 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1967381 | Total |
| Program Services | 1461663 | ProgramServices |
| Management And General | 505718 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1520120 | Total |
| Program Services | 1095137 | ProgramServices |
| Management And General | 424983 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121475 | Total |
| Program Services | 87514 | ProgramServices |
| Management And General | 33961 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114879 | Total |
| Program Services | 82762 | ProgramServices |
| Management And General | 32117 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16877 | Total |
| Management And General | 16877 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2446413 | Total |
| Program Services | 1774623 | ProgramServices |
| Management And General | 671790 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1032698 | Total |
| Program Services | 745074 | ProgramServices |
| Management And General | 287624 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1002180 | Total |
| Program Services | 721999 | ProgramServices |
| Management And General | 280181 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 966304 | Total |
| Program Services | 696153 | ProgramServices |
| Management And General | 270151 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226616 | Total |
| Program Services | 163261 | ProgramServices |
| Management And General | 63355 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 958885 | Total |
| Program Services | 690808 | ProgramServices |
| Management And General | 268077 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167382 | Total |
| Program Services | 120587 | ProgramServices |
| Management And General | 46795 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| EQUIP. RENTAL/MAINT. | 1173273 | 845259 | 328014 |
| DATA PROCESSING | 954410 | 687584 | 266826 |
| TEMPORARY HELP | 346014 | 249278 | 96736 |
| DUES AND SUBSCRIPTIONS | 188522 | 135817 | 52705 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 567161 | Total |
| Program Services | 457007 | ProgramServices |
| Management And General | 110154 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34095557 | Total |
| Program Services | 24596366 | ProgramServices |
| Management And General | 9499191 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485675 | BOY |
| EOY | 815679 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1539083 | BOY |
| EOY | 1137022 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6118498 | BOY |
| EOY | 5977790 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1094289 | BOY |
| EOY | 896983 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11919672 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8592386 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2370893 | BOY |
| EOY | 3327286 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67651 | BOY |
| EOY | 216599 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 754810 | BOY |
| EOY | 754810 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12430899 | BOY |
| EOY | 13126169 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2242367 | BOY |
| EOY | 2352255 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175436 | BOY |
| EOY | 4245 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 980625 | BOY |
| EOY | 323227 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90403 | BOY |
| EOY | 1738882 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3488831 | BOY |
| EOY | 4418609 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8942068 | BOY |
| EOY | 8707560 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8942068 | BOY |
| EOY | 8707560 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12430899 | BOY |
| EOY | 13126169 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -236939 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2432 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25577830 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26603655 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30277779 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32279179 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33852600 | CurrentTaxYear |
| Total | 148591043 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25577830 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26603655 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30277779 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32279179 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33852600 | CurrentTaxYear |
| Total | 148591043 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 18696644 | CurrentTaxYear |
| Total | 18696644 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 18696644 | CurrentTaxYear |
| Total | 18696644 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 129894399 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6281 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11235 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4572 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5819 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6018 | CurrentTaxYear |
| Total | 33925 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6281 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11235 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4572 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5819 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6018 | CurrentTaxYear |
| Total | 33925 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25584111 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26614890 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 30282351 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32284998 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33858618 | CurrentTaxYear |
| Total | 148624968 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.87400 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.99920 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00020 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00080 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 16877 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 16877 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 34078681 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 34095558 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 18033 | CurrentYearMinus3 |
| Current Year Minus2 | 11208 | CurrentYearMinus2 |
| Current Year Minus1 | 9561 | CurrentYearMinus1 |
| Current Year | 16877 | CurrentYear |
| Total | 55679 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1719759 | OtherCostOrOtherBasis |
| Depreciation | 1706974 | Depreciation |
| Book Value | 12785 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8177691 | OtherCostOrOtherBasis |
| Depreciation | 6885412 | Depreciation |
| Book Value | 1292279 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2022222 | OtherCostOrOtherBasis |
| Book Value | 2022222 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3327286 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEPOSITS | 48518 |
| GOODWILL, NET OF AMORTIZATION | 706292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 754810 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LEASE INCENTIVE LIABILITY | $721 |
| DEFERRED COMPENSATION LIABILITY | $244,286 |
| LINE OF CREDIT | $1,493,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1738882 | TotalOfAmounts |
| Total Revenue | 33858618 | TotalRevenue |
| Total Expenses | 34095557 | TotalExpenses |
| Excess Or Deficit For Year | -236939 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2432 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2432 | TotalAdjustments |
| Excess Or Deficit Per FS | -234507 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 33861050 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2432 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2432 | RevenueNotRptdF990 |
| Revenue Subtotal | 33858618 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 33858618 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 34095558 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 34095558 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 34095558 | TotalExpensesPerForm990 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (9 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN SUGARMAN | |||||||||||||
| 315067 | 0 | 235996 | 0 | 0 | 0 | 57500 | 0 | 11159 | 0 | 619722 | 0 | 235996 | 0 |
| MARCI WEIS | |||||||||||||
| 205712 | 0 | 0 | 0 | 0 | 0 | 45888 | 0 | 18174 | 0 | 269774 | 0 | 0 | 0 |
| JENNIFER FREEMAN | |||||||||||||
| 183009 | 0 | 0 | 0 | 0 | 0 | 12253 | 0 | 13142 | 0 | 208404 | 0 | 0 | 0 |
| FOSTER BEALL | |||||||||||||
| 183308 | 0 | 0 | 0 | 0 | 0 | 7332 | 0 | 20487 | 0 | 211127 | 0 | 0 | 0 |
| MARY SELLERS | |||||||||||||
| 180902 | 0 | 0 | 0 | 0 | 0 | 12663 | 0 | 14417 | 0 | 207982 | 0 | 0 | 0 |
| ERIC WALL | |||||||||||||
| 263059 | 0 | 0 | 0 | 0 | 0 | 17150 | 0 | 11159 | 0 | 291368 | 0 | 0 | 0 |
| P JEFF HUMMEL | |||||||||||||
| 259631 | 0 | 0 | 0 | 0 | 0 | 17150 | 0 | 6007 | 0 | 282788 | 0 | 0 | 0 |
| BEVERLY QUICK | |||||||||||||
| 177120 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 177120 | 0 | 0 | 0 |
| SHARON ELORANTA | |||||||||||||
| 166466 | 0 | 0 | 0 | 0 | 0 | 11653 | 0 | 5961 | 0 | 184080 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | QUALIS HEALTH HOLDS A SECTION 457(F) PLAN; DEFERRED COMPENSATION FOR JONATHAN SUGARMAN, JENNIFER FREEMAN AND MARCI WEIS OF $126,866 WAS ACCRUED FOR THE YEAR ENDED SEPTEMBER 30, 2012. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM IN CONJUNCTION WITH STAFF. THE DOCUMENT IS REVIEWED IN DETAIL AND APPROVED BY THE BOARD'S AUDIT, FINANCE, AND INVESTMENT COMMITTEE. AFTER REVIEW AND COMMENT BY THE COMMITTEE, FORM 990 IS CIRCULATED TO THE FULL BOARD. FORM 990 IS THEN SUBMITTED TO THE IRS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | DISCLOSED INTERESTS ARE REVIEWED BY THE ORGANIZATION'S COMPLIANCE OFFICER. IF A CONFLICT OR POTENTIAL CONFLICT IS IDENTIFIED, RESEARCH IS PERFORMED AND A RECOMMENDATION FOR MITIGATION OF THE CONFLICT OF INTEREST IS PROPOSED AS OUTLINED IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. THE CEO'S DISCLOSURE ATTESTATION IS REVIEWED BY THE CHAIR OF THE BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHIEF EXECUTIVE OFFICER'S COMPENSATION AND THAT OF OTHER EXECUTIVES OF QUALIS HEALTH IS GOVERNED IN ACCORDANCE WITH THE BOARD OF DIRECTORS "EXECUTIVE COMPENSATION POLICY". THE EXECUTIVE COMPENSATION POLICY ESTABLISHES AN APPROACH TO COMPENSATION THAT IS CONSISTENT WITH THE "REBUTTABLE PRESUMPTION SAFE HARBOR" ESTABLISHED BY US DEPARTMENT OF TREASURY REGULATIONS. THE PROCEDURES IN THE EXECUTIVE COMPENSATION POLICY ENSURE THAT (I) THE COMPENSATION ARRANGEMENTS WITH ITS EXECUTIVES PROVIDE FOR REASONABLE FAIR MARKET VALUE COMPENSATION AND (II) THE MEMBERS OF THE BOARD OF DIRECTORS ARE FULFILLING THEIR FIDUCIARY DUTY OF CARE TO THE CORPORATION. ON AN ANNUAL BASIS AN EVALUATION COMMITTEE OF THE BOARD CONDUCTS AN EVALUATION OF THE PERFORMANCE OF THE CEO. THE COMMITTEE ALSO REVIEWS AND MAKES A RECOMMENDATION REGARDING THE CEO'S COMPENSATION, TAKING INTO CONSIDERATION THE CEO'S PERFORMANCE, THE COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS (BOTH TAXABLE AND TAX-EXEMPT), AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS, AND/OR ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE INDIVIDUAL EXECUTIVE AT ISSUE. THE BOARD REVIEWS THE RECOMMENDATION OF THE COMMITTEE AND PROVIDES FINAL APPROVAL OF THE CEO'S COMPENSATION. THIS WAS LAST PERFORMED IN JUNE 2011. THE CEO IS CHARGED WITH THE RESPONSIBILITY TO ANNUALLY REVIEW THE PERFORMANCE OF OTHER OFFICERS OF THE ORGANIZATION AND SET COMPENSATION LEVELS USING THE SAME CONSIDERATIONS AS NOTED ABOVE. THIS PROCESS WAS LAST PERFORMED IN AUGUST 2011. QUALIS HEALTH HUMAN RESOURCES ANNUALLY EVALUATES INDEPENDENTLY PUBLISHED AGGREGATE MARKET DATA ON WAGE AND SALARY TRENDS IN THE INDUSTRY, AS WELL AS REVIEWING PUBLISHED WAGE AND SALARY SURVEY BENCHMARK DATA FOR ITS POSITIONS. ALL WAGE AND SALARY COMPENSATION RANGES ARE EVALUATED ANNUALLY AND ADJUSTED ACCORDINGLY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 2,432. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OUTLOOK ASSOCIATES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18022 COWAN STREET SUITE 255 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 92614 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204962978 | EIN |
| Primary Activities | ASSISTING HEALTHCARE ORGANIZATIONS TO IMPROVE THE QUALITY OF HEALTHCARE. | PrimaryActivities |
| Legal Domicile State | WA | LegalDomicileState |
| Total Income | 4297082 | TotalIncome |
| EOY Assets | 2206589 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUALIS HEALTH | BusinessNameLine1 |
Comments