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

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
$1.6M 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

FY2023 · 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
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.6M
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $1.5M in investments, Pt X · Ln 11–13
Fine: 1.6 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
$1.7M
49% of total assets
Looks good: liabilities are 49% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.3M
-16% vs prior year
Spent
$9.3M
To programs
73%
Net assets
$1.8M
By yearFY2020–FY2024
Revenue
$9.3M
FY2023▼ -16%
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
$9.3M
FY2023▼ -22%
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
$1.8M
FY2023▲ +4%
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 FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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

73 cents of each dollar spent went to programs.

Program services 73% · $6.8M Management & general 26% · $2.4M Fundraising 1% · $95K

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

27 people listed on the 990; $1.6M paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Strategy Officer
$252,912Pt VII · Sec A
CIO & SVP Informatics
$249,674Pt VII · Sec A
Senior Director Healthcare
$148,328Pt VII · Sec A
Director Information Secur
$146,841Pt VII · Sec A
Vice President Clinical St
$144,936Pt VII · Sec A
Vice President Accounting
$142,718Pt VII · Sec A
Senior Director Client Ser
$141,355Pt VII · Sec A
Data Architect Team Lead
$135,136Pt 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 · $4.5M · in their own filed words · FY2023
01

Health Information Exchange 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).

$2.3Mprogram expense
02

Fee for Service

Help hospitals and health care systems support diverse and local companies while saving money and advancing their health equity goals; collecting and distributing trauma and injury data including demographic, clinical and outcome data to help hospitals achieve compliance while analyzing current performance and informing improvement…

$1.1Mprogram expense
03

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.

$1.1Mprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$9.3M
Ln 12
Gifts and grantsLn 1h$5.7M
Fees for servicesLn 2g$4.1M
Investment incomeLn 3$67K
Money outPt IX
$9.3M
Ln 25
Programscol B$6.8M
Managementcol C$2.4M
Fundraisingcol D$95K
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$1.2M
Total assetsLn 16$3.5M
LiabilitiesLn 26$1.7M
PeoplePt VI, VII
27
listed · VII A
PaidVII A10
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.7M
Government grantsLn 1e$1.5M
Fees for servicesLn 2g$4.1M
Investment incomeLn 3$67K
Gains on assetsLn 7−$514K
Total revenueLn 12$9.3M
Assets in detailPt X, end of year
CashLn 1$465K
SavingsLn 2$749K
Cash and savings togetherLn 1–2$1.2M
InvestmentsLn 11–13$1.5M
Land, buildings, equipmentLn 10c$12K
Total assetsLn 16$3.5M
LiabilitiesLn 26$1.7M
Net assetsLn 32$1.8M
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 FY23End FY23
Cash and savingsLn 1–2$57K$1.2M
InvestmentsLn 11–13$1.4M$1.5M
Land, buildings, equipmentLn 10c$1.0M$12K
Total assetsLn 16$3.9M$3.5M
LiabilitiesLn 26$2.2M$1.7M
Net assetsLn 32$1.7M$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$340$340
Pay of current officers, directors and key staffLn 5$1.0M$243K$754K$27K
Other salaries and wagesLn 7$3.6M$3.0M$515K$55K
Pension plan contributionsLn 8$157K$135K$20K$2K
Other employee benefitsLn 9$224K$182K$38K$4K
Payroll taxesLn 10$342K$245K$91K$6K
Accounting feesLn 11c$46K$30K$16K
Lobbying feesLn 11d$6K$4K$2K
Investment management feesLn 11f$13K$13K
Other fees for servicesLn 11g$445K$297K$148K
Advertising and promotionLn 12$11K$91$11K
Information technologyLn 14$1.5M$1.4M$118K
OccupancyLn 16$417K$354K$63K
TravelLn 17$30K$30K$451
Conferences, conventions and meetingsLn 19$80K$79K$1K
Depreciation, depletion and amortizationLn 22$473K$473K
Other expenses (24a–d)Ln 24$939K$796K$142K
Total functional expensesLn 25$9.3M$6.8M$2.4M$95K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $5.0M$4.2M$876K$2.7M 990 PDF
FY2023 Viewing $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 FY2023 990 (6 parts)
Part I · Summary $9,339,033 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,458,573$5,664,331
I-9 Program service revenuePrior year $4,054,544$4,119,590
I-10 Investment incomePrior year −$388,044−$447,439
I-11 Other revenuePrior year $9,209$2,551
I-12 Total revenuePrior year $11,134,282$9,339,033
I-13 Grants and similar amounts paidPrior year $10,000$340
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,524,657$5,328,945
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,382,261$3,989,771
I-18 Total expensesPrior year $11,916,918$9,319,056
I-19 Revenue less expensesPrior year −$782,636$19,977
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
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 $9,339,033 across 8 lines filed
VIII-1e Government grants$1,489,569
VIII-1f All other contributions, gifts and grants$4,174,762
VIII-1h Total contributions, gifts and grants$5,664,331
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,119,590$4,119,590
VIII-3 Investment incomeExcluded from tax $66,820$66,820
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$514,259−$514,259
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $2,551$2,551
VIII-12 Total revenueRelated to mission $4,122,141 · Unrelated business $0 · Excluded from tax −$447,439$9,339,033
Part IX · Statement of functional expenses $9,319,056 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $340$340
IX-5 Pay of current officers, directors and key staffPrograms $243,080 · Management $754,173 · Fundraising $27,342$1,024,595
IX-7 Other salaries and wagesPrograms $3,010,807 · Management $514,961 · Fundraising $55,109$3,580,877
IX-8 Pension plan contributionsPrograms $134,887 · Management $19,941 · Fundraising $2,352$157,180
IX-9 Other employee benefitsPrograms $182,041 · Management $37,555 · Fundraising $4,486$224,082
IX-10 Payroll taxesPrograms $245,045 · Management $91,039 · Fundraising $6,127$342,211
IX-11c Accounting feesPrograms $29,680 · Management $16,169$45,849
IX-11d Lobbying feesPrograms $3,648 · Management $1,988$5,636
IX-11f Investment management feesManagement $13,470$13,470
IX-11g Other fees for servicesPrograms $296,942 · Management $148,298$445,240
IX-12 Advertising and promotionPrograms $91 · Management $10,623$10,714
IX-14 Information technologyPrograms $1,413,436 · Management $117,521$1,530,957
IX-16 OccupancyPrograms $353,540 · Management $63,259$416,799
IX-17 TravelPrograms $29,717 · Management $451$30,168
IX-19 Conferences, conventions and meetingsPrograms $78,605 · Management $1,193$79,798
IX-22 Depreciation, depletion and amortizationManagement $472,560$472,560
IX-24 Other expenses (24a–d)Programs $796,209 · Management $142,371$938,580
IX-25 Total functional expensesPrograms $6,818,068 · Management $2,405,572 · Fundraising $95,416$9,319,056
Part X · Balance sheet $3,535,083 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $51,624$464,709
X-2 Savings and temporary cash investmentsStart of year $5,169$749,343
X-4 Accounts receivableStart of year $1,161,733$667,794
X-9 Prepaid expenses and deferred chargesStart of year $288,779$124,350
X-10c Land, buildings and equipment, netStart of year $1,020,963$11,605
X-11 Publicly traded securitiesStart of year $1,413,517$1,517,282
X-16 Total assetsStart of year $3,941,785$3,535,083
X-17 Accounts payable and accrued expensesStart of year $785,083$964,637
X-19 Deferred revenueStart of year $1,123,427$785,154
X-25 Other liabilitiesStart of year $310,000$0
X-26 Total liabilitiesStart of year $2,218,510$1,749,791
X-27 Net assets without donor restrictionsStart of year $1,144,924$1,725,895
X-28 Net assets with donor restrictionsStart of year $578,351$59,397
X-32 Total net assets or fund balancesStart of year $1,723,275$1,785,292
X-33 Total liabilities and net assetsStart of year $3,941,785$3,535,083
Part XI · Reconciliation of net assets $1,785,292 net assets at year end
XI-1 Total revenue$9,339,033
XI-2 Total expenses$9,319,056
XI-3 Revenue less expenses$19,977
XI-4 Net assets at start of year$1,723,275
XI-5 Net unrealized gains (losses) on investments$42,040
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,785,292

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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