HEALTHCARE INITIATIVES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE INITIATIVES INC (EIN 35-1392974)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2012-08-13
- IRS object ID
- 201222269349301782
- Schema version
- 2010v3.4
- 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 | 2012-08-13T13:23:41-05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN SQUARE 2200 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46282 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351392974 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH CARE EXCEL INCORPORATED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | NameControl |
| Phone | 3173474500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2629 WATERFRONT PARKWAY EAST DRIVE | AddressLine1 |
| Address Line2 | NO 150 | AddressLine2 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46214 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOY CASTERTON | Name |
| Title | CEO AND TREASURER | Title |
| Phone | 3173474500 | Phone |
| Date Signed | 2012-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANGELA L ZIRKELBACH CPA | Name |
| Phone | 3176334705 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOY CASTERTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2629 WATERFRONT PARKWAY EAST DRIVE | AddressLine1 |
| Address Line2 | NO 150 | AddressLine2 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46214 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9579770 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HCE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE THE VALUE OF HEALTH CARE BY OFFERING INNOVATIVE SOLUTIONS THAT RESULT IN HIGH QUALITY OUTCOMES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 111 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 3114320 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 318182 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 198784 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 541952 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7197928 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8215406 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 308257 | InvestmentIncomePriorYear |
| Investment Income Current Year | 650986 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -409858 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7295111 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9408344 | 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 | 4979007 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3723736 | 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 | 2910073 | OtherExpensePriorYear |
| Other Expenses Current Year | 4483815 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7889080 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8207551 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -593969 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1200793 | RevenuesLessExpensesCY |
| Total Assets BOY | 19988283 | TotalAssetsBOY |
| Total Assets EOY | 20412876 | TotalAssetsEOY |
| Total Liabilities BOY | 1089386 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 975638 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18898897 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 19437238 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO IMPROVE THE VALUE OF HEALTH CARE BY OFFERING INNOVATIVE SOLUTIONS THAT RESULT IN HIGH QUALITY OUTCOMES. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3005311 | Expense |
| Revenue | 3462474 | Revenue |
| Description | THE INDIANA MEDICARE QUALITY IMPROVEMENT ORGANIZATION PROVIDES CONSULTATIVE SERVICES TO HEALTH CARE PROVIDERS ON HEALTH CARE QUALITY IMPROVEMENT, HEALTH CARE TECHNOLOGY, AND VARIOUS ASPECTS OF COMPLIANCE, INCLUDING UTILIZATION, CODING, AND QUALITY REVIEW. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 659558 | Expense |
| Revenue | 1005285 | Revenue |
| Description | HEALTH CARE EXCEL PROVIDES MEDICAID SERVICES TO OHIO WHERE THE FOCUS IS ON PRIOR AUTHORIZATION REVIEWS AND ON-SITE AUDITS OF MEDICAID MENTAL HEALTH PROVIDERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2923303 | Expense |
| Revenue | 633327 | Revenue |
| Description | HEALTH CARE EXCEL PROVIDES SERVICES TO VARIOUS STATE AND PRIVATE ORGANIZATIONS IN THE AREAS OF INDEPENDENT REVIEWS, QUALITY IMPROVEMENT REVIEWS AND INITIATIVES, AND OTHER BENEFICIARY FOCUSED ENDEAVORS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 6588172 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| 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 | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | 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 | 96 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 111 | 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 | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | 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 | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIM COURTAD DIR - FINANCIAL SVCS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8122341499 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 OHIO BOULEVARD STE 112 | AddressLine1 |
| City | TERRE HAUTE | City |
| State | IN | State |
| ZIP Code | 47803 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| CAROL IRESON RN PHD | ||||||||
| CHAIR | 2.00 | X | 5810 | 0 | 0 | |||
| TOM KAERCHER | ||||||||
| VICE CHAIR | 2.00 | X | 7440 | 0 | 0 | |||
| FORREST CALICO MD | ||||||||
| MEMBER | 2.00 | X | 4180 | 0 | 0 | |||
| MARK CARTER | ||||||||
| MEMBER | 2.00 | X | 1200 | 0 | 0 | |||
| RAY GANS | ||||||||
| MEMBER | 2.00 | X | 8540 | 0 | 0 | |||
| MICHAEL HOOVER | ||||||||
| MEMBER | 2.00 | X | 1250 | 0 | 0 | |||
| ELIZABETH MCNAMEE MPH | ||||||||
| MEMBER | 2.00 | X | 5780 | 0 | 0 | |||
| WADE MOUNTZ | ||||||||
| MEMBER | 2.00 | X | 4000 | 0 | 0 | |||
| HARRY THOMPSON | ||||||||
| MEMBER | 2.00 | X | 3530 | 0 | 0 | |||
| EMILY COOK | ||||||||
| MEMBER - STARTED 3.5.11 | 2.00 | X | 0 | 0 | 0 | |||
| CAROL STELTENKAMP | ||||||||
| MEMBER - STARTED 3.5.11 | 2.00 | X | 0 | 0 | 0 | |||
| JERRY CHAPMAN | ||||||||
| MEMBER - TERMINATED 3.5.11 | 2.00 | X | 6660 | 0 | 0 | |||
| BILL KEENEY | ||||||||
| MEMBER - TERMINATED 8.26.10 | 2.00 | X | 5930 | 0 | 0 | |||
| MARY KAPUR | ||||||||
| PRESIDENT & CEO | 40.00 | 177804 | 0 | 11533 | X | |||
| JOY CASTERTON | ||||||||
| CFO - STARTED 6.13.11 | 40.00 | 0 | 0 | 0 | X | |||
| JASON NESIUS | ||||||||
| CFO - TERMINATED 1.1.11 | 40.00 | 139274 | 0 | 13497 | X | |||
| CINDY BARTON | ||||||||
| SECRETARY | 40.00 | 91989 | 0 | 9491 | X | |||
| KIM COURTAD | ||||||||
| TREASURER | 40.00 | 116660 | 0 | 9353 | X | |||
| ROLAND GRIEB | ||||||||
| MEDICAL DIRECTOR | 40.00 | 211835 | 0 | 13581 | X | |||
| KARIN KENNEDY | ||||||||
| VP, CLIENT SERVICES | 40.00 | 120073 | 0 | 13131 | X | |||
| REBECCA ROYER | ||||||||
| DIRECTOR, MEDICARE CLIENT SVCS | 40.00 | 105153 | 0 | 7892 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1017108 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 78478 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RPM TECHNOLOGIES | |||||
| 4000 WEST 106TH STREET STE 160 | CARMEL | IN | 46032 | IT CONSULTING | 264810 |
| INDIANA MINORITY HEALTH | |||||
| 3737 N MERIDIAN STE 303 | INDIANAPOLIS | IN | 46208 | SERVICE CONSULTING | 176292 |
| TAGETIK NORTH AMERICA LLC | |||||
| 1055 SUMMER STREET | STAMFORD | CT | 06901 | SOFTWARE CONSULTING | 161507 |
| THOMSON REUTERS | |||||
| 777 E EISENHOWER PARKWAY STE 500 | ANN ARBOR | MI | 48108 | SERVICE CONSULTING | 120213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Government Grants | 129041 | GovernmentGrants |
| All Other Contributions | 412911 | AllOtherContributions |
| Total Contributions | 541952 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRACT REVENUE | Description |
| Business Code | 541610 | BusinessCode |
| Total Revenue Column | 8215406 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5101086 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3114320 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8215406 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 462224 | TotalRevenueColumn |
| Exclusion | $462,224 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 290028 | Securities |
| Other | 70160 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 171426 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 290028 | Securities |
| Other | -101266 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 188762 | TotalRevenueColumn |
| Exclusion | $188,762 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9408344 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5101086 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3114320 | UnrelatedBusinessRevenue |
| Exclusion | $650,986 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 459545 | Total |
| Program Services | 146171 | ProgramServices |
| Management And General | 313374 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2243584 | Total |
| Program Services | 1888704 | ProgramServices |
| Management And General | 354880 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 764760 | Total |
| Program Services | 562567 | ProgramServices |
| Management And General | 202193 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 255847 | Total |
| Program Services | 188204 | ProgramServices |
| Management And General | 67643 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15066 | Total |
| Program Services | 7533 | ProgramServices |
| Management And General | 7533 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43295 | Total |
| Program Services | 21648 | ProgramServices |
| Management And General | 21647 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49248 | Total |
| Management And General | 49248 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2629410 | Total |
| Program Services | 2506018 | ProgramServices |
| Management And General | 123392 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 401300 | Total |
| Program Services | 346851 | ProgramServices |
| Management And General | 54449 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219690 | Total |
| Program Services | 154060 | ProgramServices |
| Management And General | 65630 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437438 | Total |
| Program Services | 312552 | ProgramServices |
| Management And General | 124886 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182059 | Total |
| Program Services | 156976 | ProgramServices |
| Management And General | 25083 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34079 | Total |
| Program Services | 28573 | ProgramServices |
| Management And General | 5506 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191790 | Total |
| Program Services | 116326 | ProgramServices |
| Management And General | 75464 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28212 | Total |
| Program Services | 14106 | ProgramServices |
| Management And General | 14106 | ManagementAndGeneral |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 252228 | Total |
| Program Services | 137883 | ProgramServices |
| Management And General | 114345 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8207551 | Total |
| Program Services | 6588172 | ProgramServices |
| Management And General | 1619379 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700 | BOY |
| EOY | 700 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1455147 | BOY |
| EOY | 753222 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 898945 | BOY |
| EOY | 2456363 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 189668 | BOY |
| EOY | 189396 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2963527 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2509113 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 794413 | BOY |
| EOY | 454414 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13568297 | BOY |
| EOY | 13540373 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3081113 | BOY |
| EOY | 3018408 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19988283 | BOY |
| EOY | 20412876 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 880487 | BOY |
| EOY | 828879 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41376 | BOY |
| EOY | 4055 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167523 | BOY |
| EOY | 142704 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1089386 | BOY |
| EOY | 975638 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18898897 | BOY |
| EOY | 19437238 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18898897 | BOY |
| EOY | 19437238 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19988283 | BOY |
| EOY | 20412876 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1200793 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -662452 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20461545 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18164604 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12724200 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7396712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5643038 | CurrentTaxYear |
| Total | 64390099 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 77647 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 77647 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 105279 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 65143 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2400 | CurrentTaxYear |
| Total | 328116 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20539192 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18242251 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12829479 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7461855 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5645438 | CurrentTaxYear |
| Total | 64718215 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 64718215 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 592561 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 519411 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 149055 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 402248 | CurrentTaxYearMinus1Year |
| Current Tax Year | 462224 | CurrentTaxYear |
| Total | 2125499 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 319182 | CurrentTaxYear |
| Total | 319182 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 720 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 385 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -630195 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -409858 | CurrentTaxYearMinus1Year |
| Total | -1038948 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 66123948 | TotalSupport |
| Public Support Pertcentage170 | 0.97870 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.98760 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $4,797 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 4797 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | A PORTION OF AMERICAN HEALTH QUALITY ASSOCIATION DUES ARE ATTIBUTABLE TO LOBBYING EXPENSES AS DEFINED BY FEDERAL LAW. THE AMOUNT OF THE 2011 DUES CLASSIFIED AS LOBBYING EXPENSES ARE ESTIMATED AT $4,797. WE ARE AWAITING NOTICE OF THE ACTUAL 2011 AMOUNT. FOR 2010 THE LOBBYING PORTION WAS $5,711. THIS MEMBERSHIP HAS BEEN TERMINATED AS OF OUR FISCAL YEAR 2012. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 527166 | OtherCostOrOtherBasis |
| Depreciation | 417747 | Depreciation |
| Book Value | 109419 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1638955 | OtherCostOrOtherBasis |
| Depreciation | 1433240 | Depreciation |
| Book Value | 205715 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 797406 | OtherCostOrOtherBasis |
| Depreciation | 658126 | Depreciation |
| Book Value | 139280 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 454414 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTERCOMPANY RECEIVABLES | 2800084 |
| DEPOSITS | 20949 |
| OTHER RECEIVABLES | 98232 |
| INVESTMENT IN Q MARK | 16866 |
| FEES RECEIVABLE | 82277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3018408 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RENT LIABILITY | Description |
| Amount | $142,704 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 142704 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY HCE AND IT AFFILIATES AND RECOGNIZE A TAX LIABILITY IF HCE HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY HCE AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2011 AND 2010, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. HCE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, XII, AND XIII ARE NOT REQUIRED AS THE ORGANIZATION IS PART OF A CONSOLIDATED FINANCIAL STATEMENT. THE CONSOLIDATED FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM AND PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY KAPUR | |||||||||||||
| 129220 | 0 | 47000 | 0 | 1584 | 0 | 0 | 0 | 11533 | 0 | 189337 | 0 | 0 | 0 |
| JASON NESIUS | |||||||||||||
| 126318 | 0 | 12800 | 0 | 156 | 0 | 0 | 0 | 13497 | 0 | 152771 | 0 | 0 | 0 |
| ROLAND GRIEB | |||||||||||||
| 208971 | 0 | 2000 | 0 | 864 | 0 | 0 | 0 | 13581 | 0 | 225416 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | JASON NESIUS, FORMER CFO OF HEALTH CARE EXCEL AND CEO OF A HEALTH CARE EXCEL SUBSIDARY, WHO TERMINATED WITH THE ORGANIZATION IN JANUARY 2011, RECEIVED $50,000 FOR A SEPARATION OF EMPLOYMENT AGREEEMENT, INCLUDING SEVERANCE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | THE ORGANIZATION HAS ACQUIRED A NEW CLIENT TO PERFORM MEDICAL RECORD REVIEW TO AUDIT FOR APPROPRIATE UTILIZATION OF MEDICAL SERVICES. |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT AND/OR THE EXTERNAL TAX PREPARATION FIRM WILL REVIEW AND DISCUSS THE DRAFT FORM 990 RETURN WITH THE BOARD'S FINANCE & AUDIT COMMITTEE, AND REVISE AS NECESSARY. THE FINANCE & AUDIT COMMITTEE WILL APPROVE THE FORM 990 FOR FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES, OFFICERS, AND DIRECTORS MUST REVIEW AND SIGN A CONFLICT OF INTEREST STATEMENT. EDUCATION OR REVIEW OF THE POLICY INCLUDES INSTRUCTIONS THAT SHOULD AN INDIVIDUAL'S SITUATION CHANGE THROUGHOUT THE YEAR, HE OR SHE IS REQUIRED TO PROVIDE NOTIFICATION OF THE CHANGE SO AN EVALUATION CAN BE CONDUCTED TO DETERMINE IF A CONFLICT EXISTS. THE DETECTION AND PREVENTION OF A POTENTIAL OR ACTUAL COI IS ULTIMATELY THE RESPONSIBILITY OF EACH INDIVIDUAL. SUPERVISORY STAFF MUST ENSURE THERE ARE ADEQUATE SAFEGUARDS IN PLACE AND APPROPRIATE MONITORING CONDUCTED TO REDUCE OR ELIMINATE THE RISK OF AN ADVERSE EVENT RELATED TO A COI. DISCLOSURE SHALL INCLUDE EACH TYPE OF POTENTIAL CONFLICT, AS WELL AS THE NATURE OF THE ACTIVITY OR RELATIONSHIP. A FULL DISCLOSURE SHOULD BE PROVIDED OF ALL PARTIES INVOLVED, ANY POTENTIAL FOR FINANCIAL GAIN OR REWARDS, AND ANY OTHER PERTINENT INFORMATION. INDIVIDUALS WHO DO NOT DISCLOSE COI COULD BE SUBJECT TO CIVIL PENALTIES AND/OR IMMEDIATE TERMINATION OF SERVICES OR EMPLOYMENT, AMONG OTHER CONSEQUENCES. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION PACKET IS PREPARED FOR EACH OFFICER AND HIGHLY COMPENSATED INDIVIDUAL (SALARY > $150,000) FOR EACH PERIOD UNDER REVIEW. THE CEO DELIVERS THE COMPENSATION PACKET TO THE BOARD'S EXECUTIVE COMMITTEE (COMMITTEE), WHICH ALSO ACTS AS THE COMPENSATION COMMITTEE; MAKES A PRESENTATION; AND RESPONDS TO COMMITTEE QUESTIONS. WHEN IT IS THE CEO'S COMPENSATION UNDER REVIEW, THE COMPENSATION PACKAGE IS DELIVERED TO THE COMMITTEE WITH NO RECOMMENDATION. THE COMMITTEE THEN VOTES AND RENDERS A DECISION ON THE COMPENSATION PACKAGE UNDER REVIEW AND NOTIFIES HUMAN RESOURCES IN WRITING TO TAKE THE COMMITTEE-APPROVED ACTION. DOCUMENTS INCLUDED IN THE COMPENSATION PACKET: - THE MANAGER OF THE PERSON UNDER REVIEW PREPARES A PERFORMANCE REVIEW FOR THE PERIOD BEING CONSIDERED. - THE INDIVIDUAL PREPARED PERFORMANCE GOALS FOR THE UPCOMING PERIOD AND REPORTS ON THE PROGRESS MADE TOWARDS THE GOALS FOR THE PERIOD UNDER CONSIDERATION, VALIDATED BY THE INDIVIDUAL'S MANAGER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -662,452. |
| AUDIT OVERSIGHT | FORM 990, PART XII, LINE 2C | THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| HCE QUALITYQUEST | ||||||||||
| 2901 OHIO BLVD STE 112 | TERRE HAUTE | IN | 47803 | 900399441 | PROMOTE HEALTH CARE SERVICES | AZ | 501(C)(3) | LINE 7 | N/A | 0 |
| HEALTH CARE EXCEL OF KENTUCKY INC | ||||||||||
| 1941 BISHOP LANE STE 400 | LOUISVILLE | KY | 40218 | 320026476 | PROMOTE HEALTH CARE SERVICES | KY | 501(C)(3) | LINE 7 | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Q MARK INCORPORATED | |||||||||||
| 2629 WATERFRONT PARKWAY EAST DRIVE | INDIANAPOLIS | IN | 46214 | 841425549 | SOFTWARE DEVELOPMENT AND SERVICES FOR MANAGED CARE | CO | HEALTH CARE EXCEL | C | -239963 | 1899571 | 1.00000 |
| Q MARK INCORPORATED | |||||||||||
| ORGANIZATION AND OTHER CLIENTS TO COLLECT, ANALYZE, AND | CO | ||||||||||
| Q MARK INCORPORATED | |||||||||||
| REPORT HEALTH CARE DATA | CO | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 1 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Q MARK | |
| D | 1275000 |
| Q MARK | |
| K | 340571 |
Comments