Is it real?
Yes. Exemption reinstated. Listed in IRS Pub. 78 (as of September 2026). 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
94 cents of each dollar spent went to programs.
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
20 people listed on the 990; $438K paid to officers and key staff.
John Helvey’s $184K as CEO is at the 60th percentile of top reported officer pay among 2832 $1–10M community development 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 · 4 named individuals · Part VII
| Name | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| John Helvey | $183,649 | $174,903 | $165,857 | $91,277 | — |
| James Forte | $134,931 | — | — | — | — |
| Elizabeth Steffen | — | — | — | $68,023 | $134,815 |
| Jennifer Inden | $119,662 | — | — | — | — |
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
Sharing secure health information improves healthcare quality and safety for providers and patients.
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Subscription Revenues
There are several different fees that sacvalley medshare (SVMS) charges to its members. Adt and XDS fees: these are one time setup fees to setup the alerts system within the dashboard. Occasionally, there will be alerts regarding patient discharges from the hospital. Acutealerts and dashboard fees: these fees vary based on panel size.
Php Customer Support
This is for revenue related to the incentive agreement between the partnership healthplan of california and sacvalley medshare (SVMS). Partnership healthplan pays SVMS for onboarding counties onto SVMS'S system as well as for achieving certain milestones related to data sharing.
Edie Fees
These are emergency department information exchange (edie) fees. These are for notifications sent to emergency department providers. Prior to july 2024, SVMS was paying for these fees for their customers. Now SVMS bills the customers for these fees.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
By the numbers
The FY2024 990, line by line.
Download 990
| Line | Start FY24 | End FY24 |
|---|---|---|
| Cash and savingsLn 1–2 | $731K | $2.0M |
| Total assetsLn 16 | $731K | $2.2M |
| LiabilitiesLn 26 | $14K | $793K |
| Net assetsLn 32 | $717K | $1.4M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $494K | $494K | ||
| Pay of current officers, directors and key staffLn 5 | $212K | $159K | $53K | |
| Other salaries and wagesLn 7 | $333K | $206K | $128K | |
| Other employee benefitsLn 9 | $7K | $5K | $2K | |
| Payroll taxesLn 10 | $39K | $26K | $13K | |
| Legal feesLn 11b | $3K | $3K | ||
| Accounting feesLn 11c | $15K | $15K | ||
| Advertising and promotionLn 12 | $19K | $15K | $5K | |
| Office expensesLn 13 | $8K | $5K | $3K | |
| Information technologyLn 14 | $17K | $15K | $2K | |
| TravelLn 17 | $28K | $27K | $434 | |
| Conferences, conventions and meetingsLn 19 | $22K | $21K | $812 | |
| InsuranceLn 23 | $63K | $52K | $11K | |
| Other expenses (24a–d)Ln 24 | $2.4M | $2.4M | $2K | |
| Total functional expensesLn 25 | $3.7M | $3.5M | $220K | $0 |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 Latest Viewing | $4.4M | $3.7M | $668K | $1.4M | 990 PDF |
| FY2023 | $2.0M | $2.2M | −$199K | $717K | 990 PDF |
| FY2022 | $2.1M | $1.7M | $427K | $916K | 990 PDF |
| FY2021 | $3.8M | $3.9M | −$117K | $479K | 990 PDF |
| FY2020 | $3.1M | $2.4M | $709K | $1.0M | 990 PDF |
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Schedules filed Part IV
See the full FY2024 990 (6 parts)
Part I · Summary $4,375,724 revenue, 12 lines filed
Part VI · Governance 17 of 17 board members independent, no flags
Part VIII · Statement of revenue $4,375,724 across 6 lines filed
Part IX · Statement of functional expenses $3,707,949 across 14 lines filed
Part X · Balance sheet $2,187,928 assets, 10 lines filed
Part XI · Reconciliation of net assets $1,395,421 net assets at year end
Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File
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