Catalysis FY2022 filing

Tax-deductible

Appleton, WI501(c)(3)Health CareEIN 26-2795800

To redesign care delivery of healthcare performance which will result in improved value for patients.

501(c)(3) charity; gifts are tax-deductible.
83¢ of each $1 spent went to programs.
$1.4M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $94K a year · 4% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
83%
of spending
Looks good: 83% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.4M
to officers and key staff · 40% of spending
Concern: pay to officers and key staff is 40% of spending; over 30%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $100K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.1M
121% of total assets
Concern: liabilities are 121% of assets; over 80%.
Pt X · Ln 26
Independent board members
12
of 13 voting members
Looks good: 12 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.8M
-2% vs prior year
Spent
$3.5M
To programs
83%
Net assets
−$357K
By yearFY2020–FY2025
Revenue
$2.8M
FY2022▼ -2%
Revenue by fiscal year
FY2020$3.4M
FY2021$2.8M
FY2022$2.8M
FY2023$2.1M
FY2024$1.8M
FY2025$1.5M
Expenses
$3.5M
FY2022▲ +17%
Expenses by fiscal year
FY2020$3.1M
FY2021$2.9M
FY2022$3.5M
FY2023$2.3M
FY2024$1.6M
FY2025$1.6M
Net assets
−$357K
FY2022▼ -205%
Net assets by fiscal year
FY2020$480K
FY2021$340K
FY2022−$357K
FY2023−$613K
FY2024−$335K
FY2025−$411K

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

83 cents of each dollar spent went to programs.

Program services 83% · $2.9M Management & general 17% · $590K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

20 people listed on the 990; $1.4M paid to officers and key staff.

Part VII, Section A · reportable compensation
$318,385Pt VII · Sec A
Program Director
$181,604Pt VII · Sec A
Program Director
$169,567Pt VII · Sec A
$165,838Pt VII · Sec A
Network Manager
$156,485Pt VII · Sec A
Program Director
$138,966Pt VII · Sec A
Chief Administrative Officer
$138,646Pt VII · Sec A
Program Director
$121,271Pt VII · Sec A

Chris Weisbrod’s $173K as Network Manager is at the 62nd percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kim Barnas—$24,666$148,790$318,385$279,679$293,570
John Toussaint MD——$79,375$165,838$220,094$237,176
Paul Pejsa————$154,454$203,614
Brian Veara———$181,604$162,064$161,986
Chris Weisbrod$173,126$160,359$172,245$156,485$151,909$149,771
Jean Lakin——$127,997$169,567——
Heidi Betzinger$167,580$158,874$168,374$138,966——
Peter Mariahazy$163,729$147,441—$138,646$135,270$133,998

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improving healthcare value for patients by redesigning care delivery.

Provided by the organization

This section is blank until Catalysis claims this page.

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3 program services account for $2.8M of program spending, described in the organization's own filed words · FY2022.
01

Education

Catalysis provides educational curriculum to healthcare industry leaders to improve organizational delivery of services to improve medical outcomes and value for patients, families, and communities. These services are offered in person and virtually.

$1.0Mprogram expense
02

Learning Forums and Summits

Catalysis organizes educational summits focused on teaching workshop curriculum, breakout sessions and keynotes to teach practices, philosophies, and tools for improving healthcare delivery.

$979Kprogram expense
03

The catalysis healthcare value network is a membership network of healthcare organizations who are committed to learning methods to deliver high quality, cost effective healthcare. This learning is accomplished by peer to peer relationships, knowledge sharing, site visits to other member locations and monthly contact with a catalysis…

$789Kprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$100K
Grants paid · 2 grants · $35K · 2021–2025
Uc Berkeley School of Public HealthCA · FY2025$10,000
Uc Berkley School of Public HealthFY2021$25,000

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$2.8M
Ln 12
Fees for servicesLn 2g$2.7M
Gifts and grantsLn 1h$20K
Other incomeLn 4–11$15K
Money outPt IX
$3.5M
Ln 25
Programscol B$2.9M
Managementcol C$590K
Owns and owesPt X
−$357K
net assets · Ln 32
Cash and savingsLn 1–2$351K
Total assetsLn 16$1.7M
LiabilitiesLn 26$2.1M
PeoplePt VI, VII
20
listed · VII A
PaidVII A8
Voting boardVI 1a13
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$20K
Fees for servicesLn 2g$2.7M
Investment incomeLn 3$7K
Other incomeLn 4–11$15K
Gains on assetsLn 7$4K
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
SavingsLn 2$351K
Cash and savings togetherLn 1–2$351K
Land, buildings, equipmentLn 10c$10K
Other assetsLn 15$801K
Total assetsLn 16$1.7M
LiabilitiesLn 26$2.1M
Net assetsLn 32−$357K
OperationsPt I, VI
EmployeesI 517
VolunteersI 612
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$1.1M$351K
Land, buildings, equipmentLn 10c$19K$10K
Total assetsLn 16$2.7M$1.7M
LiabilitiesLn 26$2.4M$2.1M
Net assetsLn 32$340K−$357K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2K$2K
Pay of current officers, directors and key staffLn 5$679K$416K$263K
Other salaries and wagesLn 7$1.2M$1.1M$95K
Pension plan contributionsLn 8$83K$76K$6K
Other employee benefitsLn 9$91K$83K$9K
Payroll taxesLn 10$120K$98K$22K
Accounting feesLn 11c$28K$28K
Other fees for servicesLn 11g$29K$29K
Advertising and promotionLn 12$15K$15K
Office expensesLn 13$56K$12K$44K
Information technologyLn 14$29K$29K
RoyaltiesLn 15$2K$2K
OccupancyLn 16$11K$11K
TravelLn 17$36K$27K$8K
Conferences, conventions and meetingsLn 19$1.1M$1.1M
InterestLn 20$4K$4K
Depreciation, depletion and amortizationLn 22$9K$9K
InsuranceLn 23$18K$18K
Total functional expensesLn 25$3.5M$2.9M$590K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.5M$1.6M−$75K−$411K 990 PDF
FY2024 $1.8M$1.6M$278K−$335K 990 PDF
FY2023 $2.1M$2.3M−$256K−$613K 990 PDF
FY2022 Viewing $2.8M$3.5M−$696K−$357K 990 PDF
FY2021 $2.8M$2.9M−$141K$340K 990 PDF
FY2020 $3.4M$3.1M$325K$480K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (4 parts)
Part VIII · Statement of revenue $2,754,433 across 7 lines filed
Lines not itemized here account for $12,873 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$20,005
VIII-1h Total contributions, gifts and grants$20,005
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,712,935$2,712,935
VIII-3 Investment incomeExcluded from tax $3,089$3,089
VIII-5 RoyaltiesExcluded from tax $2,009$2,009
VIII-7 Net gain or loss on sales of assetsExcluded from tax $3,522$3,522
VIII-12 Total revenueRelated to mission $2,712,935 · Unrelated business $0 · Excluded from tax $21,493$2,754,433
Part IX · Statement of functional expenses $3,450,839 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $1,802$1,802
IX-5 Pay of current officers, directors and key staffPrograms $416,124 · Management $262,611$678,735
IX-7 Other salaries and wagesPrograms $1,084,873 · Management $95,466$1,180,339
IX-8 Pension plan contributionsPrograms $76,145 · Management $6,412$82,557
IX-9 Other employee benefitsPrograms $82,700 · Management $8,680$91,380
IX-10 Payroll taxesPrograms $98,370 · Management $22,116$120,486
IX-11c Accounting feesManagement $28,413$28,413
IX-11g Other fees for servicesManagement $28,764$28,764
IX-12 Advertising and promotionManagement $14,902$14,902
IX-13 Office expensesPrograms $12,245 · Management $43,867$56,112
IX-14 Information technologyManagement $29,202$29,202
IX-15 RoyaltiesPrograms $2,350$2,350
IX-16 OccupancyManagement $10,830$10,830
IX-17 TravelPrograms $27,494 · Management $8,390$35,884
IX-19 Conferences, conventions and meetingsPrograms $1,058,288$1,058,288
IX-20 InterestManagement $4,138$4,138
IX-22 Depreciation, depletion and amortizationManagement $8,822$8,822
IX-23 InsuranceManagement $17,835$17,835
IX-25 Total functional expensesPrograms $2,860,391 · Management $590,448 · Fundraising $0$3,450,839
Part X · Balance sheet $1,718,072 assets, 14 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,101,825$350,913
X-4 Accounts receivableStart of year $476,090$482,497
X-8 Inventories for sale or useStart of year $42,459$41,286
X-9 Prepaid expenses and deferred chargesStart of year $55,665$32,266
X-10c Land, buildings and equipment, netStart of year $19,374$10,031
X-15 Other assetsStart of year $995,338$801,079
X-16 Total assetsStart of year $2,690,751$1,718,072
X-17 Accounts payable and accrued expensesStart of year $164,146$187,108
X-19 Deferred revenueStart of year $1,041,715$936,739
X-25 Other liabilitiesStart of year $995,338$801,079
X-26 Total liabilitiesStart of year $2,351,199$2,074,926
X-27 Net assets without donor restrictionsStart of year $339,552−$356,854
X-32 Total net assets or fund balancesStart of year $339,552−$356,854
X-33 Total liabilities and net assetsStart of year $2,690,751$1,718,072
Part XI · Reconciliation of net assets −$356,854 net assets at year end
XI-1 Total revenue$2,754,433
XI-2 Total expenses$3,450,839
XI-3 Revenue less expenses−$696,406
XI-4 Net assets at start of year$339,552
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$356,854

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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