To improve the quality and safety of healthcare across the north central valley, by sharing health information in a secure and efficient fashion between all providers, facilities and patients.

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
$135K 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

FY2020 · 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
IRS Pub. 78
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
3 of 5
filings with a surplus
Average surplus $297K a year · 10% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$135K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$11K
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 16 voting members
Concern: none of 16 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.1M
Spent
$2.4M
To programs
100%
Net assets
$1.0M
By yearFY2020–FY2024
Revenue
$3.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.1M
FY2021$3.8M
FY2022$2.1M
FY2023$2.0M
FY2024$4.4M
Expenses
$2.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.4M
FY2021$3.9M
FY2022$1.7M
FY2023$2.2M
FY2024$3.7M
Net assets
$1.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$479K
FY2022$916K
FY2023$717K
FY2024$1.4M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated. Listed in IRS Pub. 78 (as of October 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

100 cents of each dollar spent went to programs.

Program services 100% · $2.4M

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

24 people listed on the 990; $135K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$134,815Pt VII · Sec A
Board Vice-Chair
$0Pt VII · Sec A
Board Secretary
$0Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
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.

See Sacvalley Medshare executive salaries →

On this list? Claim this org

Something off? Claim to add context

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.

Questions for Sacvalley Medshare

Tap to ask. Sacvalley Medshare sees how many people are interested.

Your first name shows with your question. Sacvalley Medshare answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $984K · in their own filed words · FY2020
01

Health Information Exchange Services including Direct Messaging for hospitals, clinics, physicians, and other contracted member participants; +EMS SAFR transaction routing for first responders.

$589Kprogram expense
02

+EMS SAFR system for first responders.

$239Kprogram expense
03

Member file return of health data to participants; EMS SAFR Grant API for the Search function for first responders.

$157Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking
Grants paid · 1 grant · $494K · 2024–2024
Commonspirit HealthAZ · FY2024$494,000

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.1M
Ln 12
Gifts and grantsLn 1h$3.1M
Investment incomeLn 3$1K
Money outPt IX
$2.4M
Ln 25
Programscol B$2.4M
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$390K
Total assetsLn 16$1.1M
LiabilitiesLn 26$11K
PeoplePt VI, VII
24
listed · VII A
PaidVII A1
Voting boardVI 1a16
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.1M
Government grantsLn 1e$1.7M
Fundraising eventsLn 1c$0
Investment incomeLn 3$1K
Gains on assetsLn 7$0
Total revenueLn 12$3.1M
Assets in detailPt X, end of year
CashLn 1$390K
SavingsLn 2$0
Cash and savings togetherLn 1–2$390K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$1.1M
LiabilitiesLn 26$11K
Net assetsLn 32$1.0M
OperationsPt I, VI
EmployeesI 54
VolunteersI 617
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 FY20End FY20
Cash and savingsLn 1–2$345K$390K
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$345K$1.1M
LiabilitiesLn 26$11K$11K
Net assetsLn 32$334K$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0$0
Grants to domestic individualsLn 2$0$0
Grants and assistance to foreign recipientsLn 3$0$0
Benefits paid to or for membersLn 4$0$0
Pay of current officers, directors and key staffLn 5$135K$135K
Pay of disqualified personsLn 6$0$0
Other salaries and wagesLn 7$128K$128K
Pension plan contributionsLn 8$0$0
Other employee benefitsLn 9$15K$15K
Payroll taxesLn 10$21K$21K
Management feesLn 11a$0$0
Legal feesLn 11b$26K$26K
Accounting feesLn 11c$9K$9K
Lobbying feesLn 11d$0$0
Advertising and promotionLn 12$943$943$0$0
Office expensesLn 13$5K$5K$0$0
Information technologyLn 14$917K$917K$0$0
RoyaltiesLn 15$0$0$0$0
OccupancyLn 16$6K$6K$0$0
TravelLn 17$4K$4K$0$0
Travel and entertainment for public officialsLn 18$0$0$0$0
Conferences, conventions and meetingsLn 19$4K$4K$0$0
InterestLn 20$0$0$0$0
Payments to affiliatesLn 21$0$0$0$0
Depreciation, depletion and amortizationLn 22$0$0$0$0
InsuranceLn 23$47K$47K$0$0
Other expenses (24a–d)Ln 24$1.0M$1.0M$0$0
All other expensesLn 24e$44K$44K$0$0
Total functional expensesLn 25$2.4M$2.4M$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $3.1M$2.4M$709K$1.0M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $3,075,785 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,006,918$3,074,572
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $1,379$1,213
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,008,297$3,075,785
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 $272,712$298,030
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $960,658$2,069,050
I-18 Total expensesPrior year $1,233,370$2,367,080
I-19 Revenue less expensesPrior year −$225,073$708,705
Part VI · Governance 0 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members0
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 $3,075,785 across 11 lines filed
VIII-1b Membership dues$1,368,686
VIII-1c Fundraising events$0
VIII-1e Government grants$1,650,496
VIII-1f All other contributions, gifts and grants$55,390
VIII-1h Total contributions, gifts and grants$3,074,572
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $1,213$1,213
VIII-5 RoyaltiesRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-6 Net rental income or lossRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$0
VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $0$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $1,213$3,075,785
Part IX · Statement of functional expenses $2,367,080 across 28 lines filed
IX-1 Grants to domestic organizationsPrograms $0$0
IX-2 Grants to domestic individualsPrograms $0$0
IX-3 Grants and assistance to foreign recipientsPrograms $0$0
IX-4 Benefits paid to or for membersPrograms $0$0
IX-5 Pay of current officers, directors and key staffPrograms $134,815$134,815
IX-6 Pay of disqualified personsPrograms $0$0
IX-7 Other salaries and wagesPrograms $127,632$127,632
IX-8 Pension plan contributionsPrograms $0$0
IX-9 Other employee benefitsPrograms $14,538$14,538
IX-10 Payroll taxesPrograms $21,045$21,045
IX-11a Management feesPrograms $0$0
IX-11b Legal feesPrograms $25,813$25,813
IX-11c Accounting feesPrograms $8,505$8,505
IX-11d Lobbying feesPrograms $0$0
IX-12 Advertising and promotionPrograms $943 · Management $0 · Fundraising $0$943
IX-13 Office expensesPrograms $4,547 · Management $0 · Fundraising $0$4,547
IX-14 Information technologyPrograms $917,326 · Management $0 · Fundraising $0$917,326
IX-15 RoyaltiesPrograms $0 · Management $0 · Fundraising $0$0
IX-16 OccupancyPrograms $6,129 · Management $0 · Fundraising $0$6,129
IX-17 TravelPrograms $4,305 · Management $0 · Fundraising $0$4,305
IX-18 Travel and entertainment for public officialsPrograms $0 · Management $0 · Fundraising $0$0
IX-19 Conferences, conventions and meetingsPrograms $4,267 · Management $0 · Fundraising $0$4,267
IX-20 InterestPrograms $0 · Management $0 · Fundraising $0$0
IX-21 Payments to affiliatesPrograms $0 · Management $0 · Fundraising $0$0
IX-22 Depreciation, depletion and amortizationPrograms $0 · Management $0 · Fundraising $0$0
IX-23 InsurancePrograms $47,271 · Management $0 · Fundraising $0$47,271
IX-24 Other expenses (24a–d)Programs $1,005,710 · Management $0 · Fundraising $0$1,005,710
IX-24e All other expensesPrograms $44,234 · Management $0 · Fundraising $0$44,234
IX-25 Total functional expensesPrograms $2,367,080 · Management $0 · Fundraising $0$2,367,080
Part X · Balance sheet $1,053,516 assets, 24 lines filed
X-1 Cash, non-interest-bearingStart of year $344,813$390,067
X-2 Savings and temporary cash investmentsStart of year $0$0
X-3 Pledges and grants receivableStart of year $0$663,449
X-4 Accounts receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $344,813$1,053,516
X-17 Accounts payable and accrued expensesStart of year $10,806$10,806
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $10,806$10,806
X-27 Net assets without donor restrictionsStart of year $0$0
X-28 Net assets with donor restrictionsStart of year $0$0
X-32 Total net assets or fund balancesStart of year $334,007$1,042,711
X-33 Total liabilities and net assetsStart of year $344,813$1,053,517
Part XI · Reconciliation of net assets $1,042,710 net assets at year end
XI-1 Total revenue$3,075,785
XI-2 Total expenses$2,367,080
XI-3 Revenue less expenses$708,705
XI-4 Net assets at start of year$340,964
XI-5 Net unrealized gains (losses) on investments$0
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,042,710

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.