Stimulate meaningful improvement in the Health of the people of cincinnati.

501(c)(3) charity; gifts are tax-deductible.
67¢ of each $1 spent went to programs.
Run by 22 volunteers and 108 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $374K a year · 3% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
5 mo
of spending, in cash
Looks good: 5.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
5
named funders · $853K
Looks good: 5 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1.4M
34% of total assets
Looks good: liabilities are 34% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.0M
-46% vs prior year
Spent
$4.2M
To programs
67%
Net assets
$2.7M
By yearFY2020–FY2024
Revenue
$5.0M
FY2024▼ -46%
Tap a bar for its year
Revenue by fiscal year
FY2020$17.4M
FY2021$22.3M
FY2022$11.1M
FY2023$9.3M
FY2024$5.0M
Expenses
$4.2M
FY2024▼ -55%
Tap a bar for its year
Expenses by fiscal year
FY2020$16.5M
FY2021$21.3M
FY2022$11.9M
FY2023$9.3M
FY2024$4.2M
Net assets
$2.7M
FY2024▲ +50%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.3M
FY2021$6.3M
FY2022$1.7M
FY2023$1.8M
FY2024$2.7M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2015.

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

Where the money goes

67 cents of each dollar spent went to programs.

Program services 67% · $2.8M Management & general 31% · $1.3M Fundraising 2% · $91K

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

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Who runs it and what they're paid

19 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Strategy Officer
$228,392Pt VII · Sec A
Vice President Clinical St
$163,471Pt VII · Sec A
Vice President Accounting
$154,248Pt VII · Sec A
VP Operations, Programs & Member Services
$142,824Pt VII · Sec A
Executive Director, Workforce Innovations
$135,017Pt VII · Sec A
VP Human Resources & Admin
$131,421Pt VII · Sec A
CIO & SVP Informatics
$117,388Pt VII · Sec A
Senior Manager, Bi/Analytics
$107,313Pt VII · Sec A

Deirdre Beluan’s $228K as Chief Strategy Officer is at the 69th percentile of top reported officer pay among 360 $1–10M medical research 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

NameFY2024FY2023FY2022FY2021FY2020
Craig Brammer——$443,762$409,398$392,522
Colleen O'Toole————$270,901
Deirdre Beluan$228,392$252,912$161,482——
Bruce Vaillancourt$117,388$249,674$231,333$224,966$236,425
Dr Richard Shonk———$238,940$247,610
Sean Flynn——$165,169——
Tiffany Mattingly$163,471$144,936$135,155——
Keith Hepp————$162,377

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.

See The Health Collaborative executive salaries →

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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

Improves Cincinnati residents' health through meaningful initiatives.

Questions for The Health Collaborative

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Your first name shows with your question. The Health Collaborative answers here, for everyone.

Provided by the organization

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3 programs · $2.4M · in their own filed words · FY2024
01

Emergency Preparedness

The health collaborative is one of a group of multidisciplinary agencies and organizations working to enhance the region's ability to achieve emergency preparedness capabilities recommended by the U.S.

$904Kprogram expense
02

Workforce

Expanding access to healthcare careers and convening employers, educators, students, and community collaborators to address the healthcare workforce shortage.

$777Kprogram expense
03

Community Health

Through strategic collaboration with members and partners, work to eliminate health disparities and achieve equitable health outcomes for all.

$730Kprogram expense

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
Millstone FundFY2024$283K
AARPFY2024$25K
Total grants receivedfrom 5 funders$853K
See all 5 funders →
Grants paid · 1 grant · $10K · 2022–2022
Civitas Networks for HealthNC · FY2022$10,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$5.0M
Ln 12
Fees for servicesLn 2g$3.4M
Gifts and grantsLn 1h$1.4M
Investment incomeLn 3$210K
Money outPt IX
$4.2M
Ln 25
Programscol B$2.8M
Managementcol C$1.3M
Fundraisingcol D$91K
Owns and owesPt X
$2.7M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$4.1M
LiabilitiesLn 26$1.4M
PeoplePt VI, VII
19
listed · VII A
PaidVII A8
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.4M
Government grantsLn 1e$1.4M
Fees for servicesLn 2g$3.4M
Investment incomeLn 3$210K
Gains on assetsLn 7$71K
Total revenueLn 12$5.0M
Assets in detailPt X, end of year
CashLn 1$581K
SavingsLn 2$1.3M
Cash and savings togetherLn 1–2$1.9M
InvestmentsLn 11–13$1.6M
Total assetsLn 16$4.1M
LiabilitiesLn 26$1.4M
Net assetsLn 32$2.7M
OperationsPt I, VI
EmployeesI 5108
VolunteersI 622
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 FY24End FY24
Cash and savingsLn 1–2$1.2M$1.9M
InvestmentsLn 11–13$1.5M$1.6M
Total assetsLn 16$3.5M$4.1M
LiabilitiesLn 26$1.7M$1.4M
Net assetsLn 32$1.8M$2.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.1M$756K$272K$36K
Other salaries and wagesLn 7$1.4M$969K$349K$46K
Pension plan contributionsLn 8$63K$44K$16K$2K
Other employee benefitsLn 9$63K$45K$16K$2K
Payroll taxesLn 10$175K$124K$45K$6K
Legal feesLn 11b$17K$11K$6K
Accounting feesLn 11c$49K$32K$17K
Investment management feesLn 11f$15K$15K
Other fees for servicesLn 11g$461K$299K$162K
Advertising and promotionLn 12$17K$5K$13K
Office expensesLn 13$7K$2K$5K
Information technologyLn 14$138K$49K$89K
OccupancyLn 16$103K$28K$75K
TravelLn 17$35K$10K$26K
Conferences, conventions and meetingsLn 19$19K$5K$14K
Depreciation, depletion and amortizationLn 22$12K$12K
Other expenses (24a–d)Ln 24$560K$401K$159K
Total functional expensesLn 25$4.2M$2.8M$1.3M$91K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $5.0M$4.2M$876K$2.7M 990 PDF
FY2023 $9.3M$9.3M$20K$1.8M 990 PDF
FY2022 $11.1M$11.9M−$783K$1.7M 990 PDF
FY2021 $22.3M$21.3M$927K$6.3M 990 PDF
FY2020 $17.4M$16.5M$828K$5.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $5,036,985 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,664,331$1,436,319
I-9 Program service revenuePrior year $4,119,590$3,390,427
I-10 Investment incomePrior year −$447,439$210,239
I-11 Other revenuePrior year $2,551$0
I-12 Total revenuePrior year $9,339,033$5,036,985
I-13 Grants and similar amounts paidPrior year $340$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,328,945$2,727,655
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,989,771$1,433,222
I-18 Total expensesPrior year $9,319,056$4,160,877
I-19 Revenue less expensesPrior year $19,977$876,108
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,036,985 across 6 lines filed
VIII-1e Government grants$1,436,319
VIII-1h Total contributions, gifts and grants$1,436,319
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,390,427$3,390,427
VIII-3 Investment incomeExcluded from tax $139,341$139,341
VIII-7 Net gain or loss on sales of assetsExcluded from tax $70,898$70,898
VIII-12 Total revenueRelated to mission $3,390,427 · Unrelated business $0 · Excluded from tax $210,239$5,036,985
Part IX · Statement of functional expenses $4,160,877 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $755,883 · Management $272,367 · Fundraising $35,645$1,063,895
IX-7 Other salaries and wagesPrograms $968,639 · Management $349,028 · Fundraising $45,678$1,363,345
IX-8 Pension plan contributionsPrograms $44,468 · Management $16,023 · Fundraising $2,097$62,588
IX-9 Other employee benefitsPrograms $44,908 · Management $16,182 · Fundraising $2,118$63,208
IX-10 Payroll taxesPrograms $124,064 · Management $44,704 · Fundraising $5,851$174,619
IX-11b Legal feesPrograms $11,113 · Management $6,043$17,156
IX-11c Accounting feesPrograms $31,608 · Management $17,189$48,797
IX-11f Investment management feesManagement $14,807$14,807
IX-11g Other fees for servicesPrograms $298,604 · Management $162,391$460,995
IX-12 Advertising and promotionPrograms $4,679 · Management $12,509$17,188
IX-13 Office expensesPrograms $1,991 · Management $5,323$7,314
IX-14 Information technologyPrograms $49,121 · Management $88,984$138,105
IX-16 OccupancyPrograms $27,954 · Management $74,725$102,679
IX-17 TravelPrograms $9,651 · Management $25,799$35,450
IX-19 Conferences, conventions and meetingsPrograms $5,170 · Management $13,819$18,989
IX-22 Depreciation, depletion and amortizationManagement $11,605$11,605
IX-24 Other expenses (24a–d)Programs $401,065 · Management $159,072$560,137
IX-25 Total functional expensesPrograms $2,778,918 · Management $1,290,570 · Fundraising $91,389$4,160,877
Part X · Balance sheet $4,060,533 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $464,709$580,587
X-2 Savings and temporary cash investmentsStart of year $749,343$1,295,499
X-3 Pledges and grants receivableStart of year $166,449$89,436
X-4 Accounts receivableStart of year $501,345$231,862
X-9 Prepaid expenses and deferred chargesStart of year $124,350$217,046
X-11 Publicly traded securitiesStart of year $1,517,282$1,646,103
X-16 Total assetsStart of year $3,535,083$4,060,533
X-17 Accounts payable and accrued expensesStart of year $964,637$375,118
X-19 Deferred revenueStart of year $785,154$1,014,662
X-26 Total liabilitiesStart of year $1,749,791$1,389,780
X-27 Net assets without donor restrictionsStart of year $1,725,895$2,584,920
X-28 Net assets with donor restrictionsStart of year $59,397$85,833
X-32 Total net assets or fund balancesStart of year $1,785,292$2,670,753
X-33 Total liabilities and net assetsStart of year $3,535,083$4,060,533
Part XI · Reconciliation of net assets $2,670,753 net assets at year end
XI-1 Total revenue$5,036,985
XI-2 Total expenses$4,160,877
XI-3 Revenue less expenses$876,108
XI-4 Net assets at start of year$1,785,292
XI-5 Net unrealized gains (losses) on investments$9,353
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,670,753

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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