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

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$1.5M 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

FY2021 · 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
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.5M
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
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
$4.6M
42% of total assets
Looks good: liabilities are 42% of assets; 50% or less.
Pt X · Ln 26
Independent board members
24
of 25 voting members
Looks good: 24 of 25 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$22.3M
+28% vs prior year
Spent
$21.3M
To programs
84%
Net assets
$6.3M
By yearFY2020–FY2024
Revenue
$22.3M
FY2021▲ +28%
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
$21.3M
FY2021▲ +29%
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
$6.3M
FY2021▲ +20%
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 FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

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

84 cents of each dollar spent went to programs.

Program services 84% · $17.9M Management & general 16% · $3.4M Fundraising 0% · $106K

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

30 people listed on the 990; $1.5M paid to officers and key staff.

Part VII, Section A · reportable compensation
$409,398Pt VII · Sec A
Chief Medical Officer
$238,940Pt VII · Sec A
Chief Information Officer
$224,966Pt VII · Sec A
General Counsel and Privac
$141,801Pt VII · Sec A
Vice President, Accounting
$137,701Pt VII · Sec A
Director Information Secur
$130,941Pt VII · Sec A
Senior Director Client Ser
$129,866Pt VII · Sec A
Director, Epmo & Customer Service
$126,670Pt 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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Provided by the organization

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3 programs · $17.9M · in their own filed words · FY2021
01

Practice Transformation

The continuation of efforts around transformation of primary care practices in the greater cincinnati area to patient centered medical homes, a model shown to increase quality and reduce cost of care.

$11.1Mprogram expense
02

Hie Services

The health collaborative electronically connects hospitals, labs and physicians for admission notifications, lads, radiology and transcribed reports. Clinical data can be viewed through a portal or inserted directly into a physician's electronic health record (ehr).

$5.5Mprogram expense
03

Quality Improvement

Working to become a community where people transition from one healthcare setting to another and receive healthcare in a coordinated, personalized manner, saving healthcare dollars and improving patients' quality of life.

$1.3Mprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$22.3M
Ln 12
Gifts and grantsLn 1h$16.6M
Fees for servicesLn 2g$5.6M
Investment incomeLn 3$35K
Money outPt IX
$21.3M
Ln 25
Programscol B$17.9M
Managementcol C$3.4M
Fundraisingcol D$106K
Owns and owesPt X
$6.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.8M
Total assetsLn 16$11.0M
LiabilitiesLn 26$4.6M
PeoplePt VI, VII
30
listed · VII A
PaidVII A8
Voting boardVI 1a25
IndependentVI 1b24
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$16.6M
Government grantsLn 1e$11.8M
Fees for servicesLn 2g$5.6M
Investment incomeLn 3$35K
Other incomeLn 4–11$1K
Gains on assetsLn 7$401
Total revenueLn 12$22.3M
Assets in detailPt X, end of year
CashLn 1$1.8M
SavingsLn 2$10K
Cash and savings togetherLn 1–2$1.8M
InvestmentsLn 11–13$1.5M
Land, buildings, equipmentLn 10c$4.8M
Total assetsLn 16$11.0M
LiabilitiesLn 26$4.6M
Net assetsLn 32$6.3M
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 FY21End FY21
Cash and savingsLn 1–2$237K$1.8M
InvestmentsLn 11–13$1.4M$1.5M
Land, buildings, equipmentLn 10c$4.0M$4.8M
Total assetsLn 16$10.4M$11.0M
LiabilitiesLn 26$5.1M$4.6M
Net assetsLn 32$5.3M$6.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$968K$657K$296K$15K
Other salaries and wagesLn 7$5.0M$3.4M$1.5M$75K
Pension plan contributionsLn 8$266K$181K$81K$4K
Other employee benefitsLn 9$403K$274K$123K$6K
Payroll taxesLn 10$442K$300K$135K$7K
Legal feesLn 11b$10K$10K$283
Accounting feesLn 11c$43K$41K$1K
Other fees for servicesLn 11g$9.9M$9.6M$278K
Advertising and promotionLn 12$10K$10K
Information technologyLn 14$1.9M$1.7M$147K
OccupancyLn 16$1.0M$546K$463K
TravelLn 17$87K$46K$41K
Conferences, conventions and meetingsLn 19$88K$47K$41K
Depreciation, depletion and amortizationLn 22$778K$675K$103K
Other expenses (24a–d)Ln 24$464K$359K$105K
Total functional expensesLn 25$21.3M$17.9M$3.4M$106K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $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 FY2021 990 (6 parts)
Part I · Summary $22,262,752 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $11,244,517$16,611,898
I-9 Program service revenuePrior year $5,947,326$5,614,198
I-10 Investment incomePrior year −$221,473$35,330
I-11 Other revenuePrior year $399,933$1,326
I-12 Total revenuePrior year $17,370,303$22,262,752
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,775,702$7,068,145
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $9,767,062$14,267,845
I-18 Total expensesPrior year $16,542,764$21,335,990
I-19 Revenue less expensesPrior year $827,539$926,762
Part VI · Governance 24 of 25 board members independent, no flags
VI-1a Voting members of the governing body25
VI-1b Independent voting members24
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 $22,262,752 across 8 lines filed
VIII-1e Government grants$11,838,245
VIII-1f All other contributions, gifts and grants$4,773,653
VIII-1h Total contributions, gifts and grants$16,611,898
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,614,198$5,614,198
VIII-3 Investment incomeExcluded from tax $34,929$34,929
VIII-7 Net gain or loss on sales of assetsExcluded from tax $401$401
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,326$1,326
VIII-12 Total revenueRelated to mission $5,615,524 · Unrelated business $0 · Excluded from tax $35,330$22,262,752
Part IX · Statement of functional expenses $21,335,990 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $657,377 · Management $296,379 · Fundraising $14,530$968,286
IX-7 Other salaries and wagesPrograms $3,386,714 · Management $1,526,902 · Fundraising $74,856$4,988,472
IX-8 Pension plan contributionsPrograms $180,752 · Management $81,492 · Fundraising $3,995$266,239
IX-9 Other employee benefitsPrograms $273,686 · Management $123,391 · Fundraising $6,049$403,126
IX-10 Payroll taxesPrograms $300,092 · Management $135,297 · Fundraising $6,633$442,022
IX-11b Legal feesPrograms $9,813 · Management $283$10,096
IX-11c Accounting feesPrograms $41,492 · Management $1,196$42,688
IX-11g Other fees for servicesPrograms $9,629,505 · Management $277,679$9,907,184
IX-12 Advertising and promotionManagement $9,843$9,843
IX-14 Information technologyPrograms $1,726,083 · Management $146,963$1,873,046
IX-16 OccupancyPrograms $545,838 · Management $462,590$1,008,428
IX-17 TravelPrograms $45,942 · Management $40,827$86,769
IX-19 Conferences, conventions and meetingsPrograms $46,613 · Management $41,423$88,036
IX-22 Depreciation, depletion and amortizationPrograms $674,576 · Management $103,079$777,655
IX-24 Other expenses (24a–d)Programs $358,622 · Management $105,478$464,100
IX-25 Total functional expensesPrograms $17,877,105 · Management $3,352,822 · Fundraising $106,063$21,335,990
Part X · Balance sheet $10,957,986 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $233,635$1,799,632
X-2 Savings and temporary cash investmentsStart of year $3,050$10,087
X-4 Accounts receivableStart of year $3,961,958$2,104,058
X-9 Prepaid expenses and deferred chargesStart of year $819,392$723,070
X-10c Land, buildings and equipment, netStart of year $3,985,357$4,788,926
X-11 Publicly traded securitiesStart of year $1,377,422$1,532,213
X-16 Total assetsStart of year $10,380,814$10,957,986
X-17 Accounts payable and accrued expensesStart of year $3,478,503$3,119,158
X-19 Deferred revenueStart of year $371,656$917,478
X-25 Other liabilitiesStart of year $1,244,200$575,000
X-26 Total liabilitiesStart of year $5,094,359$4,611,636
X-27 Net assets without donor restrictionsStart of year $5,226,455$6,346,350
X-28 Net assets with donor restrictionsStart of year $60,000$0
X-32 Total net assets or fund balancesStart of year $5,286,455$6,346,350
X-33 Total liabilities and net assetsStart of year $10,380,814$10,957,986
Part XI · Reconciliation of net assets $6,346,350 net assets at year end
XI-1 Total revenue$22,262,752
XI-2 Total expenses$21,335,990
XI-3 Revenue less expenses$926,762
XI-4 Net assets at start of year$5,286,455
XI-5 Net unrealized gains (losses) on investments$133,133
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,346,350

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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