MANIFEST MEDEX

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Plain text MANIFEST MEDEX. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/manifest-medex-272367522. Retrieved 2026-10-29.

APA furp.org. (n.d.). MANIFEST MEDEX [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 29, 2026, from https://furp.org/org/manifest-medex-272367522

MLA “MANIFEST MEDEX.” furp.org, tax years 2010–2024, https://furp.org/org/manifest-medex-272367522. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $48.9M · expenses $44.1M · assets $39.3M

EIN
27-2367522
Address
PO BOX 7318, STOCKTON, CA 95267-0318
Website
HTTPS://WWW.MANIFESTMEDEX.ORG
NTEE code
E02
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
October 2010 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

BE THE SMART GRID FOR HEALTH INFORMATION - DELIVER DATA-DRIVEN INSIGHT TO INDIVIDUALS AND HEALTH TEAMS WHEN AND WHERE THEY NEED IT SO THEY CAN IMPROVE CARE, LOWER COSTS AND ENHANCE HEALTH.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

30 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Erica Galvez CHIEF EXECUTIVE OFFICER2018-2024 $529,488$2,888,846 1
Nicholas Yarker MANAGING DIRECTOR2016-2024 $313,558$2,072,712 1
Jason Buckner CHIEF INFORMATION OFFICER2020-2024 $413,615$1,825,973 2
Adam Harrison CHIEF BUS. DEV. OFFICER2021-2024 $587,396$1,726,364 1
Sarita Choy CHIEF MARKETING OFFICER2021-2024 $381,858$1,364,840 1
Elizabeth Killingsworth CHIEF PRIVACY OFFICER2022-2024 $453,411$1,285,061 1
Patricia Grobeck CHIEF FINANCIAL OFFICER (THRU 8/24)2022-2024 $313,367$1,027,013 1
Joseph Hibbitt INFRASTRUCTURE TEAM LEAD2020-2024 $290,359$833,645 1
Brittany Harnois CHIEF OF STAFF2022-2024 $279,273$753,225 1
Robert Jako CHIEF PEOPLE OFFICER2019-2024 $157,707$637,967 1
Deirdre Lamberton SENIOR MANAGING DIRECTOR2023-2024 $301,159$594,452 1
Dolores Green MEMBER2010-2024 $0$354,576 6
Aairon Lai DIRECTOR, DATA & ANALYTICS2024 $261,626$261,626 1
Heidi Palanca PROJECT DIRECTOR - SAPHIRE2024 $260,902$260,902 1
Fay Ji CHIEF FINANCIAL OFFICER (START 8/24)2024 $97,500$97,500 1
Claudia Williams (former) CEO (THRU 6/30)2018-2022 $467,730$3,301,760 1
David Kates (former) CTO (THRU 5/20)2018-2022 $272,247$1,781,485 1
Sandra Parker (former) SECRETARY2019-2021 $577,588$1,314,633 1
Paul Biberkraut (former) CFO (THRU 6/30)2019-2022 $226,715$1,208,927 1
Greg Leclaire (former) CFO (THRU 1/19)2018-2019 $108,715$526,835 2
Jerry Peters (former) SECRETARY (THRU 1/19)2018-2019 $225,672$515,289 1
Sagit Goldenberg (former) HEAD OF PRODUCT2018-2019 $253,936$467,951 1
Mimi Hall (former) VP PUBLIC POLICY & PARTNERSHIP2023 $318,631$318,631 2
Julie Ann Crouse (former) DEPUTY CTO2019 $286,260$286,260 1
Leo Pak (former) EMPLOYEE2016 $267,288$267,288 2
Julianne Averill (former) ASSOCIATE VP FINANCE2018 $259,533$259,533 1
Joy Breed (former) MANAGING DIRECTOR2018 $184,000$184,000 1
Kashif Mirza (former) EMPLOYEE2016 $163,775$163,775 1
Katherine G Thunholm (former) EMPLOYEE2016 $160,028$160,028 1
Jomo K Starke (former) EMPLOYEE2016 $158,589$158,589 1

Officers and directors, no compensation reported

31 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Peter Long MEMBER (THRU 6/24)2022-2024 2 $0 reported 3
Kerry Heinrich MEMBER2022-2024 2 $0 reported 1
J Marc Overhage MEMBER (THRU 11/24)2023-2024 2 $0 reported 1
Deven Mcgraw MEMBER2020-2024 2 $0 reported 1
Abner Mason MEMBER2020-2024 2 $0 reported 1
Mark Savage VICE CHAIR2018-2024 2 $0 reported 2
Jarrod B Mcnaughton CHAIR2020-2024 2 $0 reported 1
Francisco J Silva Esq MEMBER2024 2 $0 reported 1
Krishna Ramachandran MEMBER2024 2 $0 reported 1
Jeffery Eaton MEMBER2024 2 $0 reported 1
Mark Reynolds (former) MEMBER (THRU 03/23)2019-2023 2 $0 reported 4
Leigh Hutchins (former) MEMBER (THRU 12/23)2020-2023 2 $0 reported 1
Paul Markovich (former) MEMBER (THRU 3/07)2018-2022 2 $0 reported 6
Bradley Gilbert Md (former) CHAIR OF THE BOARD (THRU 2/2020)2010-2020 2 $0 reported 8
Erik Wexler (former) MEMBER (THRU 1/2020)2018-2020 2 $0 reported 1
Chuck Martel (former) MEMBER (THRU 12/19)2018-2019 2 $0 reported 1
Beth Ginzinger (former) MEMBER2018 2 $0 reported 2
Tarek Mahdi Md (former) MEMBER2010-2016 1 $0 reported 5
Alison Elsner (former) MEMBER2016 1 $0 reported 4
Michael Deering (former) MEMBER2012-2016 1 $0 reported 2
Leroy Ounanian Md (former) SECRETARY/TREASURER2010-2016 2 $0 reported 4
Christopher Hancock Md (former) MEMBER2013-2016 1 $0 reported 3
Kurt Hubler (former) MEMBER2016 1 $0 reported 1
James Peterson (former) MEMBER2014-2015 1 $0 reported 7
William Henning (former) MEMBER2015 1 $0 reported 1
William Henning Do (former) MEMBER2010-2014 1 $0 reported 1
Jim Peterson (former) MEMBER2011-2013 1 $0 reported 6
Joseph Jc Lee Md (former) MEMBER2010-2012 1 $0 reported 2
Phillip Branstetter (former) MEMBER2010-2011 1 $0 reported 1
C Paul Sinkhorn Md (former) MEMBER2010-2011 1 $0 reported 1
Linda Stratton (former) MEMBER2010 1 $0 reported 1

People by year

2024 · 25 people listed · 14 paid, $4.6M · 91 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ADAM HARRISON CHIEF BUS. DEV. OFFICER40 $556,352$0$31,044 $587,3961
ERICA GALVEZ CHIEF EXECUTIVE OFFICER40 $516,208$0$13,280 $529,4881
ELIZABETH KILLINGSWORTH CHIEF PRIVACY OFFICER40 $439,099$0$14,312 $453,4111
JASON BUCKNER CHIEF INFORMATION OFFICER40 $385,758$0$27,857 $413,6152
SARITA CHOY CHIEF MARKETING OFFICER40 $356,992$0$24,866 $381,8581
NICHOLAS YARKER MANAGING DIRECTOR40 $288,858$0$24,700 $313,5581
PATRICIA GROBECK CHIEF FINANCIAL OFFICER (THRU 8/24)40 $295,847$0$17,520 $313,3671
DEIRDRE LAMBERTON SENIOR MANAGING DIRECTOR40 $279,952$0$21,207 $301,1591
JOSEPH HIBBITT INFRASTRUCTURE TEAM LEAD40 $266,293$0$24,066 $290,3591
BRITTANY HARNOIS CHIEF OF STAFF40 $256,543$0$22,730 $279,2731
AAIRON LAI DIRECTOR, DATA & ANALYTICS40 $244,431$0$17,195 $261,6261
HEIDI PALANCA PROJECT DIRECTOR - SAPHIRE40 $251,025$0$9,877 $260,9021
ROBERT JAKO CHIEF PEOPLE OFFICER8 $142,932$0$14,775 $157,7071
FAY JI CHIEF FINANCIAL OFFICER (START 8/24)20 $97,500$0$0 $97,5001
PETER LONG MEMBER (THRU 6/24)2 $0$0$0 $03
KERRY HEINRICH MEMBER2 $0$0$0 $01
J MARC OVERHAGE MEMBER (THRU 11/24)2 $0$0$0 $01
DOLORES GREEN MEMBER2 $0$0$0 $06
DEVEN MCGRAW MEMBER2 $0$0$0 $01
ABNER MASON MEMBER2 $0$0$0 $01
MARK SAVAGE VICE CHAIR2 $0$0$0 $02
JARROD B MCNAUGHTON CHAIR2 $0$0$0 $01
FRANCISCO J SILVA ESQ MEMBER2 $0$0$0 $01
KRISHNA RAMACHANDRAN MEMBER2 $0$0$0 $01
JEFFERY EATON MEMBER2 $0$0$0 $01
2023 · 21 people listed · 11 paid, $4.0M · 89 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERICA GALVEZ CEO40 $516,229$0$13,019 $529,2481
ELIZABETH KILLINGSWORTH CPO, SECRETARY40 $438,606$0$13,714 $452,3201
ADAM HARRISON CGO40 $386,802$0$29,728 $416,5301
JASON BUCKNER CIO40 $386,874$0$25,263 $412,1372
SARITA CHOY VP, MARKETING & COMMUNICATIONS40 $354,897$0$19,801 $374,6981
PATRICIA GROBECK CFO40 $345,931$0$28,115 $374,0461
MIMI HALL VP PUBLIC POLICY & PARTNERSHIP40 $291,602$0$27,029 $318,6312
NICHOLAS YARKER MANAGING DIRECTOR40 $287,818$0$22,951 $310,7691
DEIRDRE LAMBERTON SENIOR MANAGING DIRECTOR40 $272,967$0$20,326 $293,2931
JOSEPH HIBBITT INFRASTRUCTURE ARCHITECT40 $257,090$0$22,997 $280,0871
BRITTANY HARNOIS CHIEF OF STAFF40 $227,070$0$21,843 $248,9131
JARROD B MCNAUGHTON CHAIR2 $0$0$0 $01
MARK SAVAGE VICE CHAIR2 $0$0$0 $02
ABNER MASON MEMBER2 $0$0$0 $01
DEVEN MCGRAW MEMBER2 $0$0$0 $01
DOLORES GREEN MEMBER2 $0$0$0 $06
J MARC OVERHAGE MEMBER2 $0$0$0 $01
KERRY HEINRICH MEMBER2 $0$0$0 $01
LEIGH HUTCHINS MEMBER (THRU 12/23)2 $0$0$0 $01
MARK REYNOLDS MEMBER (THRU 03/23)2 $0$0$0 $04
PETER LONG MEMBER2 $0$0$0 $03
2022 · 21 people listed · 11 paid, $3.8M · 84 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ERICA GALVEZ CEO (AS OF 6/30)40 $493,058$0$23,700 $516,7581
CLAUDIA WILLIAMS CEO (THRU 6/30)40 $458,956$0$8,774 $467,7301
ADAM HARRISON CHIEF GROWTH OFFICER40 $365,237$0$36,387 $401,6241
ELIZABETH KILLINGSWORTH CPO40 $366,355$0$12,975 $379,3301
JASON BUCKNER CHIEF INFORMATION OFFICER40 $345,756$0$32,772 $378,5282
PATRICIA GROBECK CFO (AS OF 6/30)40 $312,200$0$27,400 $339,6001
SARITA CHOY VP, MARKETING & COMMUNICATIONS40 $311,953$0$17,477 $329,4301
NICHOLAS RICHARD YARKER MANAGING DIRECTOR40 $255,721$0$23,205 $278,9261
DAVID KATES CTO (THRU 5/20)40 $258,370$0$13,877 $272,2471
PAUL BIBERKRAUT CFO (THRU 6/30)40 $216,289$0$10,426 $226,7151
BRITTANY HARNOIS CHIEF OF STAFF40 $201,157$0$23,882 $225,0391
JARROD B MCNAUGHTON CHAIR2 $0$0$0 $01
MARK SAVAGE VICE CHAIR2 $0$0$0 $02
ABNER MASON MEMBER2 $0$0$0 $01
DEVEN MCGRAW MEMBER2 $0$0$0 $01
DOLORES GREEN MEMBER2 $0$0$0 $06
KERRY HEINRICH MEMBER2 $0$0$0 $01
LEIGH HUTCHINS MEMBER2 $0$0$0 $01
MARK REYNOLDS MEMBER2 $0$0$0 $04
PAUL MARKOVICH MEMBER (THRU 3/07)2 $0$0$0 $06
PETER LONG MEMBER2 $0$0$0 $03
2021 · 17 people listed · 9 paid, $3.7M · 81 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CLAUDIA WILLIAMS CEO40 $757,441$0$16,622 $774,0631
SANDRA PARKER SECRETARY40 $572,417$0$5,171 $577,5881
PAUL BIBERKRAUT CFO40 $394,948$0$19,299 $414,2471
DAVID KATES CHIEF TECHNOLOGY OFFICER40 $378,751$0$22,601 $401,3521
ERICA GALVEZ CHIEF STRATEGY OFFICER40 $371,213$0$23,551 $394,7641
ADAM HARRISON CHIEF GROWTH OFFICER40 $289,040$0$31,774 $320,8141
JASON BUCKNER CHIEF INFORMATION OFFICER40 $279,189$0$30,192 $309,3812
SARITA CHOY VP, MARKETING & COMMUNICATIONS40 $263,392$0$15,462 $278,8541
NICHOLAS RICHARD YARKER MANAGING DIRECTOR40 $250,865$0$22,146 $273,0111
JARROD B MCNAUGHTON CHAIR2 $0$0$0 $01
MARK SAVAGE VICE CHAIR2 $0$0$0 $02
ABNER MASON MEMBER2 $0$0$0 $01
DEVEN MCGRAW MEMBER2 $0$0$0 $01
DOLORES GREEN MEMBER2 $0$0$0 $06
LEIGH HUTCHINS MEMBER2 $0$0$0 $01
PAUL MARKOVICH MEMBER2 $0$0$0 $06
MARK REYNOLDS MEMBER2 $0$0$0 $04
2020 · 19 people listed · 9 paid, $3.4M · 61 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CLAUDIA WILLIAMS CEO40 $707,505$0$48,852 $756,3571
DAVID KATES CHIEF TECHNOLOGY OFFICER40 $383,252$0$38,915 $422,1671
SANDRA PARKER SECRETARY40 $409,266$0$0 $409,2661
PAUL BIBERKRAUT CFO40 $339,290$0$29,031 $368,3211
ERICA GALVEZ CHIEF OF STRATEGY40 $332,511$0$26,382 $358,8931
JASON BUCKNER TECHNOLOGY COO40 $262,732$0$49,580 $312,3122
NICHOLAS YARKER MANAGING DIRECTOR40 $251,556$0$42,903 $294,4591
JOSEPH HIBBITT CLOUD TECHNICAL ARCHITECT40 $223,566$0$39,633 $263,1991
ROBERT A JAKO DIRECTOR, MX PEOPLE40 $225,461$0$32,147 $257,6081
BRADLEY GILBERT MD CHAIR OF THE BOARD (THRU 2/2020)2 $0$0$0 $08
JARROD B MCNAUGHTON CHAIR OF THE BOARD (START 2/2020)2 $0$0$0 $01
MARK SAVAGE VICE CHAIR OF BOARD2 $0$0$0 $02
DOLORES GREEN MEMBER2 $0$0$0 $06
LEIGH HUTCHINS MEMBER2 $0$0$0 $01
ABNER MASON MEMBER2 $0$0$0 $01
DEVEN MCGRAW MEMBER2 $0$0$0 $01
PAUL MARKOVICH MEMBER2 $0$0$0 $06
MARK REYNOLDS MEMBER2 $0$0$0 $04
ERIK WEXLER MEMBER (THRU 1/2020)2 $0$0$0 $01
2019 · 18 people listed · 11 paid, $3.3M · 59 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CLAUDIA WILLIAMS CEO40 $679,092$0$75,388 $754,4801
DAVID KATES CHIEF TECHNOLOGY OFFICER40 $324,243$0$51,264 $375,5071
SANDRA PARKER SECRETARY40 $285,360$0$42,419 $327,7791
ERICA GALVEZ CHIEF OF STRATEGY40 $251,704$0$44,736 $296,4401
JULIE ANN CROUSE DEPUTY CTO40 $247,686$0$38,574 $286,2601
SAGIT GOLDENBERG HEAD OF PRODUCT40 $216,802$0$37,134 $253,9361
NICHOLAS YARKER MANAGING DIRECTOR40 $216,802$0$35,913 $252,7151
JERRY PETERS SECRETARY (THRU 1/19)40 $219,768$0$5,904 $225,6721
ROBERT A JAKO DIRECTOR, MX PEOPLE40 $190,142$0$32,510 $222,6521
PAUL BIBERKRAUT CFO40 $166,564$0$33,080 $199,6441
GREG LECLAIRE CFO (THRU 1/19)40 $99,514$0$9,201 $108,7152
BRADLEY GILBERT MD CHAIR OF THE BOARD2 $0$0$0 $08
MARK SAVAGE VICE CHAIR OF BOARD2 $0$0$0 $02
DOLORES GREEN MEMBER2 $0$0$0 $06
PAUL MARKOVICH MEMBER2 $0$0$0 $06
MARK REYNOLDS MEMBER (START 12/19)2 $0$0$0 $04
ERIK WEXLER MEMBER2 $0$0$0 $01
CHUCK MARTEL MEMBER (THRU 12/19)2 $0$0$0 $01
2018 · 16 people listed · 9 paid, $2.7M · 60 employees · 7 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CLAUDIA WILLIAMS CEO40 $476,096$0$73,034 $549,1301
GREG LECLAIRE CFO & TREASURER40 $364,917$0$53,203 $418,1202
DAVID KATES CHIEF TECHNOLOGY OFFICER40 $262,998$0$47,214 $310,2121
JERRY PETERS SECRETARY40 $249,824$0$39,793 $289,6171
ERICA GALVEZ CHIEF OF STRATEGY40 $228,301$0$34,954 $263,2551
JULIANNE AVERILL ASSOCIATE VP FINANCE40 $221,973$0$37,560 $259,5331
NICHOLAS RICHARD YARKER MANAGING DIRECTOR40 $196,634$0$32,792 $229,4261
SAGIT GOLDENBERG HEAD OF PRODUCT40 $181,867$0$32,148 $214,0151
JOY BREED MANAGING DIRECTOR40 $153,392$0$30,608 $184,0001
BRADLEY GILBERT MD CHAIR OF THE BOARD2 $0$0$0 $08
MARK SAVAGE VICE CHAIR OF BOARD2 $0$0$0 $02
DOLORES GREEN MEMBER2 $0$0$0 $06
PAUL MARKOVICH MEMBER2 $0$0$0 $06
CHUCK MARTEL MEMBER2 $0$0$0 $01
ERIK WEXLER MEMBER2 $0$0$0 $01
BETH GINZINGER MEMBER2 $0$0$0 $02
2016 · 13 people listed · 6 paid, $1.2M · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOLORES L GREEN CEO5 $0$315,039$39,537 $354,5766
LEO PAK EMPLOYEE40 $260,662$0$6,626 $267,2882
KASHIF MIRZA EMPLOYEE40 $157,000$0$6,775 $163,7751
KATHERINE G THUNHOLM EMPLOYEE40 $143,881$0$16,147 $160,0281
JOMO K STARKE EMPLOYEE40 $152,100$0$6,489 $158,5891
NICHOLAS YARKER EMPLOYEE40 $115,751$0$4,097 $119,8481
MICHAEL DEERING MEMBER1 $0$0$0 $02
ALISON ELSNER MEMBER1 $0$0$0 $04
CHRISTOPHER HANCOCK MD MEMBER1 $0$0$0 $03
KURT HUBLER MEMBER1 $0$0$0 $01
TAREK MAHDI MD MEMBER1 $0$0$0 $05
BRADLEY GILBERT MD CHAIRMAN2 $0$0$0 $08
LEROY OUNANIAN MD SECRETARY/TREASURER2 $0$0$0 $04
2015 · 8 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DOLORES GREEN CEO5 $0$0$0 $06
BRADLEY GILBERT BOARD CHAIRMAN2 $0$0$0 $08
LEROY OUNANIAN SECRETARYTREASURER2 $0$0$0 $04
MICHAEL DEERING MEMBER1 $0$0$0 $02
CHRISTOPHER HANCOCK MEMBER1 $0$0$0 $03
WILLIAM HENNING MEMBER1 $0$0$0 $01
TAREK MAHDI MEMBER1 $0$0$0 $05
JAMES PETERSON MEMBER1 $0$0$0 $07
2014 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BRADLEY GILBERT MD CHAIRMAN OF THE BOARD2 $0$0$0 $08
DOLORES L GREEN C E O5 $0$0$0 $06
LEROY OUNANIAN MD SECRETARY TREASURER2 $0$0$0 $04
MICHAEL DEERING MD MEMBER1 $0$0$0 $02
CHRISTOPHER HANCOCK MD MEMBER1 $0$0$0 $03
WILLIAM HENNING DO MEMBER1 $0$0$0 $01
TAREK MAHDI MD MEMBER1 $0$0$0 $05
JAMES PETERSON MEMBER1 $0$0$0 $07
2013 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHRISTOPHER HANCOCK MD MEMBER1 $0$0$0 $03
LEROY L OUNANIAN MD SECRETARY/TREASURER2 $0$0$0 $04
DOLORES L GREEN EXECUTIVE DIRECTOR2 $0$0$0 $06
MICHAEL DEERING MEMBER1 $0$0$0 $02
BRADLEY GILBERT MD CHAIRMAN OF THE BOARD2 $0$0$0 $08
WILLIAM HENNING DO MEMBER1 $0$0$0 $01
TAREK MAHDI MD MEMBER1 $0$0$0 $05
JIM PETERSON MEMBER1 $0$0$0 $06
2012 · 8 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH JC LEE MD MEMBER1 $0$0$0 $02
LEROY L OUNANIAN MD SECRETARY/TREASURER2 $0$0$0 $04
DOLORES L GREEN EXECUTIVE DIRECTOR2 $0$0$0 $06
MICHAEL DEERING MEMBER1 $0$0$0 $02
BRADLEY GILBERT MD CHAIRMAN OF THE BOARD2 $0$0$0 $08
WILLIAM HENNING DO MEMBER1 $0$0$0 $01
TAREK MAHDI MD MEMBER1 $0$0$0 $05
JIM PETERSON MEMBER1 $0$0$0 $06
2011 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH JC LEE MD PAST CHAIRMAN2 $0$0$0 $02
LEROY L OUNANIAN MD SECRETARY/TREASURER2 $0$0$0 $04
DOLORES L GREEN EXECUTIVE DIRECTOR2 $0$0$0 $06
PHILLIP BRANSTETTER MEMBER1 $0$0$0 $01
BRADLEY GILBERT MD CHAIRMAN OF THE BOARD2 $0$0$0 $08
WILLIAM HENNING DO MEMBER1 $0$0$0 $01
TAREK MAHDI MD MEMBER1 $0$0$0 $05
C PAUL SINKHORN MD MEMBER1 $0$0$0 $01
JIM PETERSON MEMBER1 $0$0$0 $06
2010 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSEPH JC LEE MD CHAIRMAN OF THE BOARD2 $0$0$0 $02
LEROY L OUNANIAN MD SECRETARY/TREASURER2 $0$0$0 $04
DOLORES L GREEN EXECUTIVE DIRECTOR2 $0$0$0 $06
PHILLIP BRANSTETTER MEMBER1 $0$0$0 $01
BRADLEY GILBERT MD MEMBER1 $0$0$0 $08
WILLIAM HENNING DO MEMBER1 $0$0$0 $01
TAREK MAHDI MD MEMBER1 $0$0$0 $05
C PAUL SINKHORN MD MEMBER1 $0$0$0 $01
LINDA STRATTON MEMBER1 $0$0$0 $01

Highest-paid independent contractors

2024 · 5 contractors · $15.9M
NameLocationServicePaid
INTERSYSTEMS CORPORATIONBOSTON, MASAAS LICENSE FEES$6,800,842
LOGICWORKS SYSTEM CORPORATIONNEW YORK, NYPLATFORM MAINTENANCE$3,410,940
J2 INTERACTIVE LLCCHARLESTOWN, MACONTRACTOR$3,038,431
AVAILITY LLCFARMINGTON, CTSAAS LICENSE FEES$1,744,657
VERATO INCMCLEAN, VASAAS LICENSE FEES$923,797
2023 · 5 contractors · $23.0M
NameLocationServicePaid
LOGICWORKS SYSTEM CORPORATIONNEW YORK, NYPLATFORM MAINTENANCE SERVICES$6,760,774
J2 INTERACTIVE LLCCHARLESTOWN, MACONTRACTOR SERVICES$6,396,356
AVAILITY LLCFARMINGTON, CTSAAS LICENSE FEES$5,261,571
INTERSYSTEMS CORPORATIONBOSTON, MASAAS LICENSE FEES$3,391,494
AUDACIOUS INQUIRYCATONSVILLE, MDSAAS LICENSE FEES$1,220,607
2022 · 5 contractors · $20.8M
NameLocationServicePaid
DIAMETER HEALITH INCFARMINGTON, CTSAAS LICENSE FEES$5,900,000
LOGICWORKS SYSTEM CORPORATIONNEW YORK, NYPLATFORM MAINTENANCE$5,751,258
J2 INTERACTIVE LLCCHARLESTOWN, MACONTRACTOR$4,789,354
INTERSYSTEMS CORPORATIONBOSTON, MASAAS LICENSE FEES$3,160,919
AUDACIOUS INQUIRYCATONSVILLE, MDSAAS LICENSE FEES$1,215,295
2021 · 5 contractors · $10.8M
NameLocationServicePaid
LOGICWORKS SYSTEMS CORPORATIONNEW YORK, NYPLATFORM MAINTENANCE$3,933,714
J2 INTERACTIVE LLCCHARLESTOWN, MATECHNICAL CONSULTING IT SERVICES$2,136,859
SLALOM LLCSEATTLE, WACONSULTING SERVICES$1,849,635
INTERSYSTEMS CORPORATIONBOSTON, MACONSULTING SERVICES$1,704,056
AUDACIOUS INQUIRYLLCCATONSVILLE, MDCONSULTING SERVICES$1,200,206
2020 · 5 contractors · $9.5M
NameLocationServicePaid
LOGICWORKS SYSTEMS CORPORATIONPALATINE, ILCONSULTING SERVICES$3,813,205
INTERSYSTEMS CORPORATIONBOSTON, MACONSULTING SERVICES$1,987,314
J2 INTERACTIVECHARLESTON, MATECHNICAL CONSULTING IT SERVICES$1,617,960
AUDACIOUS INQUIRYBALTIMORE, MDCONSULTING SERVICES$1,297,806
NEXTGATE SOLUTIONS INCPASADENA, CACONSULTING SERVICES$791,968
2019 · 5 contractors · $4.1M
NameLocationServicePaid
J2 INTERACTIVECHARLESTON, MATECHNICAL CONSULTING IT SERVICES$2,222,415
AUDACIOUS INQUIRYBALTIMORE, MDCONSULTING SERVICES$1,397,171
DINAN AND ASSOCIATESEAST PALO ALTO, CARECRUITING SERVICES$180,000
FLG PARTNERS LLCROSS, CACONTRACTOR SERVICES$157,600
OCHESTRATE HEALTHCAREDENVER, COHEALTHCARE CONSULTING$137,992
2018 · 5 contractors · $3.3M
NameLocationServicePaid
J2 INTERACTIVECHARLESTON, MATECHNICAL CONSULTING IT SERVICES$1,883,434
AUDACIOUS INQUIRYBALTIMORE, MDCONSULTING SERVICES$739,554
OCHESTRATE HEALTHCAREDENVER, COHEALTHCARE CONSULTING$313,813
LEAP ORBITCOLUMBIA, MDTECHNICAL CONSULTING IT SERVICES$279,135
DINAN AND ASSOCIATESEAST PALO ALTO, CARECRUITING SERVICES$115,500
2016 · 3 contractors · $1.5M
NameLocationServicePaid
ORION HEALTH INCSANTA MONICA, CAHEALTH CARE SOFTWARE$1,130,799
VERINOVUMTULSA, OKHEALTH INFORMATION DATA EXCHANGE$285,000
THE KOBLE GROUPGRAND FORKS, NDINTEGRATION ENGINEERING$102,180

Other organizations that listed this one among their highest-paid independent contractors. Contractor lists give no EIN, so these are matched on name and address; check the filing.

YearPaid byServicePaidFiling
2016HEALTHCARE FOUNDATION OF NORTHERN AND CENTRAL CALIFORNIARecordkeeping$184,900view vendor page
2015HEALTHCARE FOUNDATION OF NORTHERN AND CENTRAL CALIFORNIARECORDKEEPING$377,900view vendor page
2014HEALTHCARE FOUNDATION OF NORTHERN AND CENTRAL CALIFORNIARECORDKEEPING$110,000view vendor page

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $500K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$48,912,338$44,125,284 $39,254,773$27,011,512 $27,882,081$20,559,226 $2,802,749919
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$51,071,154$50,703,185 $34,884,476$22,224,458 $34,504,986$16,440,282 $2,433,196898
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$34,864,629$38,129,839 $33,777,348$21,856,489 $23,346,838$11,517,791 $2,155,171849
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$40,119,770$31,880,247 $35,771,057$25,121,699 $27,316,877$12,797,745 $2,118,895818
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$35,429,647$29,275,465 $29,856,630$16,882,176 $23,323,957$12,017,231 $1,467,462618
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$22,576,254$24,982,241 $21,192,332$10,727,994 $11,738,590$10,664,343 $1,912,732596
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$22,769,414$19,543,111 $34,211,739$13,133,614 $15,000,000$7,749,927 $1,520,122607
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$1,586,652$4,167,268 $5,028,728-$7,476,482 $1,000,000$586,652 $829,39400
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$4,105,152$3,545,897 $1,917,605$659,364 $502,560$3,602,592 $00-
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$2,152,827$2,935,317 $1,266,920$100,109 $511,907$1,640,920 $000
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$3,649,588$3,399,529 $1,931,489$882,599 $1,720,147$1,929,441 $000
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$2,379,531$2,254,560 $825,182$632,540 $708,666$1,670,865 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$1,106,131$696,761 $934,721$507,569 $471,665$634,466 $000
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$175,034$76,835 $115,510$98,199 $173,288$1,746 $000

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

2 grantors reported grants to this organization, $2,209,603 in all, tax years 2010 to 2013. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
The California Regional Extension Center Public charity Exact 2010-2013 4$2,159,603 2013$1,072,355
show
CALIFORNIA HEALTHCARE FOUNDATION Public charity Exact 2011 1$50,000 2011$50,000
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
MEDBEST MEDICAL MANAGEMENT INCNYE02 $36,517,847$36,518,575 ADMINISTRATO$139,076 Same NTEE code E02, revenue within 2x
UNLV MEDICINENVE02 $82,375,620$84,674,269 CHIEF COMPLIANCE OFFICER$186,268 Same NTEE code E02, revenue within 2x
TUFTS MEDICINE INCMAE02 $40,109,771$77,650,176 PRESIDENT & CEO$2,678,414 Same NTEE code E02, revenue within 2x
ACCESS EAST INCNCE02 $26,174,181$28,205,817 BOARD MEMBER$2,152,599 Same NTEE code E02, revenue within 2x
COMMUNITY MEDICAL CENTER INCNEE02 $46,869,206$41,008,232 PHYSICIAN$532,891 Same NTEE code E02, revenue within 2x
KVC HEALTH SYSTEMS INCKSE02 $45,715,264$46,973,592 DIRECTOR/PRESIDENT/CEO$453,597 Same NTEE code E02, revenue within 2x
CHESAPEAKE REGIONAL INFORMATION SYSTEM FOR OUR PATIENTS INCMDE02 $48,863,145$48,487,235 PRESIDENT AND CEO$480,974 Same NTEE code E02, revenue within 2x
ST VINCENT HEALTH WELLNESS AND PREVENTIVE CARE INSTITUTE INCMOE02 $31,759,956$33,388,636 EX-OFFICIO/PRESIDENT$3,058,601 Same NTEE code E02, revenue within 2x
PEDIATRIC MEDICAL SERVICES OF FLORIDA INCFLE02 $31,040,564$40,726,356 PMSI Director (To Oct '24)$1,727,108 Same NTEE code E02, revenue within 2x
ADVOCATE AURORA HEALTH INCILE02 $71,462,282-$353,453,296 CHIEF EXECUTIVE OFFICER$30,862,679 Same NTEE code E02, revenue within 2x
GLOBAL HEALTH LABS INCWAE02 $27,002,705$26,608,358 DIRECTOR$20,000 Same NTEE code E02, revenue within 2x
ACADEMIC PHYSICIANS INSURANCECOMPANYVTE02 $31,764,025$26,083,593 DIRECTOR$1,131,870 Same NTEE code E02, revenue within 2x
PRAIRIE RIDGE HEALTH INCWIE02 $94,631,409$91,116,055 ORTHOPEDIC SURGEON$1,017,731 Same NTEE code E02, revenue within 2x
BIO BRIDGETXE02 $45,332,595$43,230,038 EX-OFFICIO DIR/CEO$1,133,783 Same NTEE code E02, revenue within 2x
LOCAL 426 HEALTH BENEFIT FUNDNYE02 $47,400,771$45,539,254 FUND MANAGER$202,855 Same NTEE code E02, revenue within 2x
CLINICAL HEALTH NETWORK FOR TRANSFORMATION INCFLE02 $33,787,162$34,136,260 ACTING CEO (THROUGH MARCH 2025)$313,074 Same NTEE code E02, revenue within 2x
FRANCISCAN ACO INCINE02 $89,035,428$82,024,088 PRESIDENT AND DIRECTOR$3,036,555 Same NTEE code E02, revenue within 2x
DAVA HEALTH INCTNE02 $75,172,192$87,108,852 PHYSICIAN$539,317 Same NTEE code E02, revenue within 2x
TODOS PARA LA SALUDCAE02 $11,067,990$9,366,274 MD$246,105 Same NTEE code E02, revenue within 5x, same state
CONTEXTURECOE02 $13,502,173$12,719,223 CHIEF EXECUTIVE OFFICER$560,274 Same NTEE code E02, revenue within 5x
MYHEALTH ACCESS NETWORK INCOKE02 $13,293,877$7,979,683 COO$244,792 Same NTEE code E02, revenue within 5x
WASHOE BARTON MEDICAL CLINIC A NEVADA NONPROFIT CORPORATIONNVE02 $114,635,905$102,795,781 CEO$651,609 Same NTEE code E02, revenue within 5x
MEDICAL REVIEW OF NORTH CAROLINA INCNCE02 $10,153,058$13,715,657 PRESIDENT AND CEO$469,558 Same NTEE code E02, revenue within 5x
NORTH POINT HEALTH & WELLNESS CENTER INCMNE02 $11,368,635$11,775,632 CEO$94,385 Same NTEE code E02, revenue within 5x
LANE COMMUNITY HEALTH COUNCILORE02 $17,263,943$15,543,911 EXECUTIVE DI$134,636 Same NTEE code E02, revenue within 5x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
NORTHWESTERN UNIVERSITY DAF sponsor$48,083,58212 12009–2020 NORTHWESTERN MEMORIAL HEALTHCARE
LILLY ENDOWMENT INC Private foundation$11,729,45017 12012–2024 ESKENAZI HEALTH FOUNDATION INC
NORTHWESTERN MEMORIAL HEALTHCARE DAF sponsor$9,176,2573 12011–2013 NORTHWESTERN MEMORIAL HEALTHCARE
NORTHWESTERN MEMORIAL HEALTHCARE DAF sponsor$7,748,6281 12009–2009 NORTHWESTERN MEMORIAL HEALTHCARE
WILLIAM PENN FOUNDATION Private foundation$7,418,2133 12022–2024 NATIONAL NURSE-LED CARE CONSORTIUM
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$7,005,09339 122016–2024 DARTMOUTH-HITCHCOCK HEALTH; ESKENAZI HEALTH FOUNDATION INC; NATIONAL NURSE-LED CARE CONSORTIUM; ALTARUM MEDICARE-MEDICAID SERVICES FOR STATES and 8 more
W K KELLOGG FOUNDATION Private foundation$6,648,34917 32013–2024 MERCY HEALTH; COMMUNITY HEALTH CENTER ASSOCIATION OF MISSISSIPPI; NEW ENGLAND DONOR SERVICES INC
INDIANAPOLIS FOUNDATION INC DAF sponsor$5,459,01911 12014–2024 ESKENAZI HEALTH FOUNDATION INC
THE COLORADO HEALTH FOUNDATION Private foundation$3,662,00010 22010–2024 QUALITY HEALTH NETWORK; WEST MOUNTAIN REGIONAL HEALTH ALLIANCE
J E AND L E MABEE FOUNDATION INC Private foundation$3,000,0003 12013–2022 KVC HEALTH SYSTEMS INC
CENTRAL INDIANA COMMUNITY FOUNDATION INC DAF sponsor$2,819,06120 12011–2024 ESKENAZI HEALTH FOUNDATION INC
REGENSTRIEF FOUNDATION INC Private foundation$2,409,4902 12023–2024 ESKENAZI HEALTH FOUNDATION INC
RICHARD M FAIRBANKS FOUNDATION INC Private foundation$2,392,16516 12017–2024 ESKENAZI HEALTH FOUNDATION INC
KAHALA SENIOR LIVING COMMUNITY INC DAF sponsor$2,000,0001 12023–2023 KAHALA NUI SENIOR LIVING INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$1,848,31826 82019–2025 NATIONAL NURSE-LED CARE CONSORTIUM; DARTMOUTH-HITCHCOCK HEALTH; CONNECTMED INTERNATIONAL; ESKENAZI HEALTH FOUNDATION INC and 4 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $44,125,284 spent · pay $18,830,122 · grants $500,000 · events $206,490
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $12,910,623$7,758,420$5,152,203- 29.3%
Other (as described)SAAS FEES $12,801,721$12,801,721-- 29.0%
Fees: other services $3,936,914$3,533,300$403,614- 8.9%
Other (as described)PLATFORM MAINTENANCE $3,889,090$3,889,090-- 8.8%
Pay: officers, directors, trustees, key employees $2,802,749$917,706$1,885,043- 6.4%
Payroll taxes $2,707,686$1,592,540$1,115,146- 6.1%
Other (as described)NEW INITIATIVES $695,050-$695,050- 1.6%
Information technology $637,666$467,480$170,186- 1.4%
Depreciation and depletion $611,391-$611,391- 1.4%
Grants to US organizations and governments $500,000$500,000-- 1.1%
Travel $469,789$18,865$450,924- 1.1%
Pension plan contributions $409,064$253,812$155,252- 0.9%
Insurance $398,436-$398,436- 0.9%
Occupancy $367,417-$367,417- 0.8%
All other expenses $227,652-$227,652- 0.5%
Conferences, conventions and meetings $206,490$80,118$126,372- 0.5%
Interest $154,536-$154,536- 0.4%
Office expenses $131,583$36,188$95,395- 0.3%
Other (as described)HIO CONTRIBUTION EXPENS $111,000-$111,000- 0.3%
Fees: accounting $110,850-$110,850- 0.3%
Fees: legal $33,930-$33,930- 0.1%
Advertising and promotion $11,647-$11,647- 0.0%
Total$44,125,284100%

View the filing

2023 · Form 990 · $50,703,185 spent · pay $16,791,839 · grants $0 · events $106,630
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SAAS FEES $15,549,940$15,549,940-- 30.7%
Other salaries and wages $11,543,059$6,931,024$4,612,035- 22.8%
Fees: other services $8,544,186$7,997,114$547,072- 16.9%
Other (as described)PLATFORM MAINTENANCE $6,082,402$6,082,402-- 12.0%
Pay: officers, directors, trustees, key employees $2,433,196$796,703$1,636,493- 4.8%
Payroll taxes $2,415,129$1,386,225$1,028,904- 4.8%
Information technology $721,707$516,196$205,511- 1.4%
Depreciation and depletion $623,381$611,594$11,787- 1.2%
Other (as described)INCENTIVES $488,300-$488,300- 1.0%
Pension plan contributions $400,455$236,584$163,871- 0.8%
Occupancy $399,445-$399,445- 0.8%
Insurance $384,975-$384,975- 0.8%
Travel $342,710$13,221$329,489- 0.7%
Interest $154,500-$154,500- 0.3%
Other (as described)HIO CONTRIBUTION EXPENS $153,522-$153,522- 0.3%
Office expenses $138,641$42,086$96,555- 0.3%
Conferences, conventions and meetings $106,630$13,463$93,167- 0.2%
Fees: accounting $103,475-$103,475- 0.2%
All other expenses $92,182-$92,182- 0.2%
Advertising and promotion $14,163-$14,163- 0.0%
Fees: legal $11,187-$11,187- 0.0%
Total$50,703,185100%

View the filing

2022 · Form 990 · $38,129,839 spent · pay $13,573,110 · grants $0 · events $138,612
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $9,224,783$4,854,342$4,370,441- 24.2%
Other (as described)SAAS FEES $7,442,672$7,442,672-- 19.5%
Fees: other services $7,331,025$6,184,486$1,146,539- 19.2%
Other (as described)PLATFORM MAINTENANCE $6,501,434$6,501,434-- 17.1%
Pay: officers, directors, trustees, key employees $2,155,171$705,669$1,449,502- 5.7%
Payroll taxes $1,863,719$984,155$879,564- 4.9%
Depreciation and depletion $760,027-$760,027- 2.0%
Information technology $636,431$452,643$183,788- 1.7%
Occupancy $373,966-$373,966- 1.0%
Travel $369,045$36,438$332,607- 1.0%
Insurance $354,532-$354,532- 0.9%
Pension plan contributions $329,437$186,084$143,353- 0.9%
Other (as described)HIO CONTRIBUTION EXPENS $189,750-$189,750- 0.5%
Interest $154,500-$154,500- 0.4%
Conferences, conventions and meetings $138,612$22,266$116,346- 0.4%
Fees: accounting $98,800-$98,800- 0.3%
All other expenses $94,438-$94,438- 0.2%
Office expenses $92,025$38,731$53,294- 0.2%
Advertising and promotion $15,504-$15,504- 0.0%
Fees: legal $3,968-$3,968- 0.0%
Total$38,129,839100%

View the filing

2021 · Form 990 · $31,880,247 spent · pay $13,588,036 · grants $0 · events $59,186
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $9,452,120$4,266,166$5,185,954- 29.6%
Other (as described)SAAS FEES $4,926,885$4,926,885-- 15.5%
Other (as described)PLATFORM MAINTENANCE AN $4,229,626$4,229,626-- 13.3%
Fees: other services $3,836,860$2,787,154$1,049,706- 12.0%
Pay: officers, directors, trustees, key employees $2,118,895$693,792$1,425,103- 6.6%
Depreciation and depletion $1,852,669-$1,852,669- 5.8%
Payroll taxes $1,705,113$833,944$871,169- 5.3%
Other (as described)INCENTIVES $1,445,000-$1,445,000- 4.5%
Information technology $562,170$399,343$162,827- 1.8%
Occupancy $374,171-$374,171- 1.2%
Pension plan contributions $311,908$160,185$151,723- 1.0%
Insurance $235,187-$235,187- 0.7%
Other (as described)HIO CONTRIBUTION EXPENS $204,000-$204,000- 0.6%
Interest $154,464-$154,464- 0.5%
Advertising and promotion $97,074-$97,074- 0.3%
Fees: accounting $96,183-$96,183- 0.3%
Office expenses $92,066$42,092$49,974- 0.3%
Travel $81,681$4,474$77,207- 0.3%
Conferences, conventions and meetings $59,186$6,338$52,848- 0.2%
Fees: legal $52,178-$52,178- 0.2%
All other expenses -$7,189--$7,189- -0.0%
Total$31,880,247100%

View the filing

2020 · Form 990 · $29,275,465 spent · pay $11,940,230 · grants $0 · events $120,345
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $8,692,540$4,523,570$4,168,970- 29.7%
Other (as described)SAAS FEES $4,261,318$4,261,318-- 14.6%
Other (as described)PLATFORM MAINTENANCE AN $3,625,562$3,625,562-- 12.4%
Fees: other services $3,247,628$2,321,791$925,837- 11.1%
Depreciation and depletion $2,251,273-$2,251,273- 7.7%
Other (as described)INCENTIVES $1,906,000-$1,906,000- 6.5%
Payroll taxes $1,477,295$809,445$667,850- 5.0%
Pay: officers, directors, trustees, key employees $1,467,462$480,492$986,970- 5.0%
Information technology $541,074$354,106$186,968- 1.8%
Occupancy $311,575-$311,575- 1.1%
Pension plan contributions $302,933$164,125$138,808- 1.0%
Other (as described)HIO CONTRIBUTION EXPENS $219,090-$219,090- 0.7%
Insurance $186,236-$186,236- 0.6%
Fees: legal $167,778-$167,778- 0.6%
Interest $154,536-$154,536- 0.5%
Conferences, conventions and meetings $120,345$33,631$86,714- 0.4%
Office expenses $94,042$37,507$56,535- 0.3%
Fees: accounting $93,612-$93,612- 0.3%
All other expenses $72,918-$72,918- 0.2%
Advertising and promotion $42,023-$42,023- 0.1%
Travel $40,225$14,337$25,888- 0.1%
Total$29,275,465100%

View the filing

2019 · Form 990 · $24,982,241 spent · pay $10,052,601 · grants $0 · events $174,574
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $6,589,957$3,209,140$3,380,817- 26.4%
Fees: other services $3,774,597$2,669,900$1,104,697- 15.1%
Other (as described)PLATFORM MAINTENANCE AN $3,467,210$3,467,210-- 13.9%
Other (as described)SAAS FEES $2,700,318$2,700,318-- 10.8%
Depreciation and depletion $2,046,458-$2,046,458- 8.2%
Pay: officers, directors, trustees, key employees $1,912,732$626,288$1,286,444- 7.7%
Payroll taxes $1,290,059$742,076$547,983- 5.2%
Information technology $813,751$618,375$195,376- 3.3%
All other expenses $387,496-$387,496- 1.6%
Other (as described)HIO CONTRIBUTION EXPENS $382,835-$382,835- 1.5%
Travel $331,916$144,857$187,059- 1.3%
Occupancy $275,313-$275,313- 1.1%
Pension plan contributions $259,853$135,754$124,099- 1.0%
Insurance $185,473-$185,473- 0.7%
Conferences, conventions and meetings $174,574$30,117$144,457- 0.7%
Interest $162,623-$162,623- 0.7%
Office expenses $127,028$61,777$65,251- 0.5%
Fees: accounting $93,581-$93,581- 0.4%
Advertising and promotion $6,467-$6,467- 0.0%
Total$24,982,241100%

View the filing

2018 · Form 990 · $19,543,111 spent · pay $6,578,743 · grants $0 · events $32,706
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SAAS FEES $6,260,478$6,260,478-- 32.0%
Other salaries and wages $3,967,386$1,247,998$2,719,388- 20.3%
Fees: other services $2,594,221$1,499,304$1,094,917- 13.3%
Pay: officers, directors, trustees, key employees $1,520,122$497,735$1,022,387- 7.8%
Payroll taxes $882,205$280,655$601,550- 4.5%
Information technology $789,117$548,775$240,342- 4.0%
Office expenses $513,952$23,945$490,007- 2.6%
Depreciation and depletion $429,565-$429,565- 2.2%
Other (as described)PLATFORM MAINTENANCE AN $424,490$424,490-- 2.2%
Other (as described)HIO CONTRIBUTION EXPENS $390,894-$390,894- 2.0%
Interest $352,175-$352,175- 1.8%
Fees: legal $329,284-$329,284- 1.7%
Travel $310,249$95,145$215,104- 1.6%
Occupancy $284,833$12,851$271,982- 1.5%
Pension plan contributions $209,030$101,133$107,897- 1.1%
All other expenses $115,412-$115,412- 0.6%
Insurance $87,618-$87,618- 0.4%
Fees: accounting $40,660-$40,660- 0.2%
Conferences, conventions and meetings $32,706$15,238$17,468- 0.2%
Advertising and promotion $8,714-$8,714- 0.0%
Total$19,543,111100%

View the filing

2016 · Form 990 · $4,167,268 spent · pay $1,240,695 · grants $0 · events $22,102
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SAAS FEES $1,243,654$1,243,654-- 29.8%
Other salaries and wages $1,240,695$339,044$901,651- 29.8%
Other (as described)LOSS ON CONTRACTS $768,900$768,900-- 18.5%
Other (as described)BAD DEBT EXPENSE $406,663$406,663-- 9.8%
Fees: management $147,334$88,400$58,934- 3.5%
Depreciation and depletion $77,572$69,387$8,185- 1.9%
Occupancy $61,824$37,094$24,730- 1.5%
Fees: other services $50,153$20,940$29,213- 1.2%
Fees: legal $49,935$49,935-- 1.2%
Office expenses $35,204$24,291$10,913- 0.8%
Insurance $28,030$16,818$11,212- 0.7%
Conferences, conventions and meetings $22,102$13,261$8,841- 0.5%
Information technology $21,991-$21,991- 0.5%
Fees: accounting $8,000-$8,000- 0.2%
Travel $3,464$2,078$1,386- 0.1%
Advertising and promotion $1,747$1,048$699- 0.0%
Total$4,167,268100%

View the filing

2015 · Form 990 · $3,545,897 spent · pay $1,865,185 · grants $0 · events $38,944
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,865,185$1,865,185-- 52.6%
Other (as described)PLATINUM SERVICE PARTNER $1,058,181$1,058,181-- 29.8%
Other (as described)FIDUCIARY AGENT EXPENSES $205,255$205,255-- 5.8%
Other (as described)CONSULTING FEES $95,040$95,040-- 2.7%
Fees: accounting $59,183-$59,183- 1.7%
Occupancy $58,200$58,200-- 1.6%
Office expenses $53,804$53,804-- 1.5%
All other expenses $43,404$43,404-- 1.2%
Conferences, conventions and meetings $38,944$38,944-- 1.1%
Other (as described)BAD DEBTS $32,000$32,000-- 0.9%
Insurance $21,338$21,338-- 0.6%
Information technology $14,688$14,688-- 0.4%
Advertising and promotion $675$675-- 0.0%
Total$3,545,897100%

View the filing

2014 · Form 990 · $2,935,317 spent · pay $695,664 · grants $0 · events $18,565
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PLATINUM SERVICE PARTNE $1,818,524$1,818,524-- 62.0%
Other salaries and wages $695,664$695,664-- 23.7%
Other (as described)FIDUCIARY AGENT EXPENSE $101,239$101,239-- 3.4%
Other (as described)BAD DEBTS $100,180$100,180-- 3.4%
All other expenses $58,349$58,349-- 2.0%
Occupancy $51,000$51,000-- 1.7%
Other (as described)ERX EXPENSES $40,000$40,000-- 1.4%
Insurance $18,913$18,913-- 0.6%
Conferences, conventions and meetings $18,565$18,565-- 0.6%
Office expenses $15,139$15,139-- 0.5%
Fees: accounting $9,713$2,400$7,313- 0.3%
Information technology $7,574$7,574-- 0.3%
Advertising and promotion $457$457-- 0.0%
Total$2,935,317100%

View the filing

2013 · Form 990 · $3,399,529 spent · pay $661,049 · grants $0 · events $37,128
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PLATINUM SERVICE PARTNE $2,072,641$2,072,641-- 61.0%
Other salaries and wages $661,049$661,049-- 19.4%
Other (as described)ON-SITE ASSESSMENTS $235,923$235,923-- 6.9%
Other (as described)FIDUCIARY AGENT EXPENSE $164,857$164,857-- 4.8%
Office expenses $60,713$60,713-- 1.8%
Other (as described)CONSULTING FEES $60,000$60,000-- 1.8%
Occupancy $48,000$48,000-- 1.4%
Conferences, conventions and meetings $37,128$37,128-- 1.1%
All other expenses $21,525$21,525-- 0.6%
Insurance $17,967$17,967-- 0.5%
Fees: accounting $9,600$2,400$7,200- 0.3%
Information technology $7,749$7,749-- 0.2%
Advertising and promotion $2,377$2,377-- 0.1%
Total$3,399,529100%

View the filing

2012 · Form 990 · $2,254,560 spent · pay $406,072 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)PLATINUM SERVICE PARTNE $1,323,500$1,323,500-- 58.7%
Other salaries and wages $406,072$406,072-- 18.0%
Other (as described)ON-SITE ASSESSMENTS $261,940$261,940-- 11.6%
Other (as described)FIDUCIARY AGENT EXPENSE $87,143$87,143-- 3.9%
Other (as described)CONSULTING FEES $60,000$60,000-- 2.7%
Occupancy $36,000$36,000-- 1.6%
All other expenses $25,909$25,909-- 1.1%
Travel $23,653$23,653-- 1.0%
Insurance $14,501$14,501-- 0.6%
Fees: accounting $8,100$2,400$5,700- 0.4%
Office expenses $6,840$6,840-- 0.3%
Advertising and promotion $822$822-- 0.0%
Fees: legal $80-$80- 0.0%
Total$2,254,560100%

View the filing

2011 · Form 990 · $696,761 spent · pay $206,524 · grants $0 · events $65,659
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $206,524$206,524-- 29.6%
Other (as described)CONSULTING FEES $137,620$137,620-- 19.8%
Other (as described)PLATINUM SERVICE PARTNE $117,500$117,500-- 16.9%
Other (as described)ON-SITE ASSESSMENTS $77,081$77,081-- 11.1%
Conferences, conventions and meetings $65,659$65,659-- 9.4%
All other expenses $25,866$25,866-- 3.7%
Occupancy $24,750$24,750-- 3.6%
Other (as described)FIDUCIARY AGENT EXPENSE $19,883$19,883-- 2.9%
Insurance $7,123$7,123-- 1.0%
Fees: accounting $7,100$2,400$4,700- 1.0%
Office expenses $5,025$5,025-- 0.7%
Advertising and promotion $2,600$2,600-- 0.4%
Fees: legal $30-$30- 0.0%
Total$696,761100%

View the filing

2010 · Form 990 · $76,835 spent · pay $39,928 · grants $0 · events $3,442
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $38,639$38,639-- 50.3%
Other (as described)EDUCATION & OUTREACH SE $7,874$7,874-- 10.2%
Fees: legal $6,779--$6,779 8.8%
Occupancy $6,750$6,750-- 8.8%
Office expenses $4,330$4,330-- 5.6%
Conferences, conventions and meetings $3,442$3,442-- 4.5%
Fees: management $2,819$2,819-- 3.7%
Insurance $2,801$2,801-- 3.6%
Payroll taxes $1,289$1,289-- 1.7%
Information technology $906$906-- 1.2%
Advertising and promotion $606$606-- 0.8%
Other (as described)TELEPHONE $496$496-- 0.6%
Other (as described)MISCELLANEOUS $68$68-- 0.1%
Other (as described)POSTAGE $36$36-- 0.0%
Total$76,835100%

View the filing

Trademarks

1 US trademark, 1 live.

MarkSerialFiledStatusSource
M980319472023-06-07RegisteredTRTYRAP, file of 2026-04-03
MANIFEST MEDEX873166232017-01-27RegisteredTRTYRAP, file of 2026-04-03

The newest marks of the trademark owners above, matched to this record by name (and state).

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