Quality Insights INC

Tax-deductible

Charleston, WV501(c)(3)Since 1973EIN 55-0539692

We bring people and information together to improve health and healthcare.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Run by 58 volunteers and 190 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
5 of 5
filings with a surplus
Average surplus $730K a year · 3% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.4M
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $142K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.0M
9% of total assets
Looks good: liabilities are 9% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$29.4M
-1% vs prior year
Spent
$29.2M
To programs
99%
Net assets
$39.0M
By yearFY2020–FY2024
Revenue
$29.4M
FY2024▼ -1%
Revenue by fiscal year
FY2020$24.5M
FY2021$24.3M
FY2022$28.0M
FY2023$29.7M
FY2024$29.4M
Expenses
$29.2M
FY2024▲ +1%
Expenses by fiscal year
FY2020$24.0M
FY2021$23.8M
FY2022$26.4M
FY2023$28.9M
FY2024$29.2M
Net assets
$39.0M
FY2024▲ +5%
Net assets by fiscal year
FY2020$32.8M
FY2021$35.7M
FY2022$34.5M
FY2023$37.0M
FY2024$39.0M

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

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1974.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $29.0M Management & general 1% · $254K

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

Who runs it and what they're paid

19 people listed on the 990; $2.4M paid to officers and key staff.

Part VII, Section A · reportable compensation
Chief Executive Officer
$459,101Pt VII · Sec A
Medical Director
$290,391Pt VII · Sec A
Chief Operating Officer
$269,911Pt VII · Sec A
Chief Financial Officer
$237,915Pt VII · Sec A
Program Director
$188,135Pt VII · Sec A
Chief Information Officer
$181,972Pt VII · Sec A
Director of Analytic Resources
$167,157Pt VII · Sec A
Program Director
$162,784Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Sven Berg$459,101$460,821$452,322$376,388—
Sven Berg————$367,198
Jean Storm$290,391$259,009———
Aaron Spurlock$269,911$248,864$227,060$220,994—
Lisa Dye$237,915$218,331$202,617$196,634—
Aaron Spurlock————$212,328
Stacey King————$190,859
Christopher Brown$188,135$174,626$169,327$163,812—

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

Connects people and information to improve health and healthcare access.

Provided by the organization

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1 program service account for $29.0M of program spending, described in the organization's own filed words · FY2024.
01

Our organization is committed to improving the health and well-being of americans through comprehensive chronic disease management and prevention educational services, quality improvement initiatives, and health data activities.

$29.0Mprogram expense

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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
Total grants receivedfrom 1 funder$142K
Grants paid · 6 grants · $111K · 2023–2023
West Virginia School of Osteopathic MedicineFY2023$21,361
Literacy Delaware INCFY2023$19,997
Loris Hands INCDE · FY2023$19,919
Grassroots HealthDC · FY2023$15,907
Think Kids INCWV · FY2023$14,930

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$29.4M
Ln 12
Gifts and grantsLn 1h$17.0M
Fees for servicesLn 2g$11.0M
Investment incomeLn 3$1.3M
Money outPt IX
$29.2M
Ln 25
Programscol B$29.0M
Managementcol C$254K
Owns and owesPt X
$39.0M
net assets · Ln 32
Cash and savingsLn 1–2$12.8M
Total assetsLn 16$43.1M
LiabilitiesLn 26$4.0M
PeoplePt VI, VII
19
listed · VII A
PaidVII A19
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$17.0M
Government grantsLn 1e$16.9M
Fees for servicesLn 2g$11.0M
Investment incomeLn 3$1.3M
Other incomeLn 4–11$5K
Gains on assetsLn 7$438K
Total revenueLn 12$29.4M
Assets in detailPt X, end of year
CashLn 1$6.7M
SavingsLn 2$6.1M
Cash and savings togetherLn 1–2$12.8M
InvestmentsLn 11–13$25.4M
Land, buildings, equipmentLn 10c$399K
Other assetsLn 15$26K
Total assetsLn 16$43.1M
LiabilitiesLn 26$4.0M
Net assetsLn 32$39.0M
OperationsPt I, VI
EmployeesI 5190
VolunteersI 658
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$13.5M$12.8M
InvestmentsLn 11–13$21.9M$25.4M
Land, buildings, equipmentLn 10c$469K$399K
Total assetsLn 16$40.7M$43.1M
LiabilitiesLn 26$3.7M$4.0M
Net assetsLn 32$37.0M$39.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$1.8M$420K$1.4M
Other salaries and wagesLn 7$12.2M$9.4M$2.8M
Pension plan contributionsLn 8$1.1M$860K$232K
Other employee benefitsLn 9$1.9M$1.4M$529K
Payroll taxesLn 10$1.0M$703K$313K
Legal feesLn 11b$29K$29K
Accounting feesLn 11c$76K$76K
Investment management feesLn 11f$104K$104K
Other fees for servicesLn 11g$8.0M$7.6M$378K
Office expensesLn 13$343K$83K$260K
Information technologyLn 14$602K$11K$590K
OccupancyLn 16$247K$247K
TravelLn 17$301K$189K$113K
Conferences, conventions and meetingsLn 19$140K$78K$63K
Depreciation, depletion and amortizationLn 22$81K$2K$79K
InsuranceLn 23$90K$90K
Other expenses (24a–d)Ln 24$1.1M$8.2M−$7.1M
All other expensesLn 24e$95K$49K$46K
Total functional expensesLn 25$29.2M$29.0M$254K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $29.4M$29.2M$140K$39.0M 990 PDF
FY2023 $29.7M$28.9M$874K$37.0M 990 PDF
FY2022 $28.0M$26.4M$1.6M$34.5M 990 PDF
FY2021 $24.3M$23.8M$543K$35.7M 990 PDF
FY2020 $24.5M$24.0M$515K$32.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $29,377,984 across 8 lines filed
VIII-1e Government grants$16,860,140
VIII-1f All other contributions, gifts and grants$158,157
VIII-1h Total contributions, gifts and grants$17,018,297
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,024,927$11,024,927
VIII-3 Investment incomeExcluded from tax $891,801$891,801
VIII-7 Net gain or loss on sales of assetsExcluded from tax $437,628$437,628
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,331$5,331
VIII-12 Total revenueRelated to mission $11,030,258 · Unrelated business $0 · Excluded from tax $1,329,429$29,377,984
Part IX · Statement of functional expenses $29,237,739 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $420,174 · Management $1,365,037$1,785,211
IX-7 Other salaries and wagesPrograms $9,396,431 · Management $2,833,599$12,230,030
IX-8 Pension plan contributionsPrograms $859,629 · Management $232,452$1,092,081
IX-9 Other employee benefitsPrograms $1,396,073 · Management $529,063$1,925,136
IX-10 Payroll taxesPrograms $703,250 · Management $312,655$1,015,905
IX-11b Legal feesManagement $28,676$28,676
IX-11c Accounting feesManagement $76,104$76,104
IX-11f Investment management feesManagement $104,256$104,256
IX-11g Other fees for servicesPrograms $7,588,214 · Management $378,126$7,966,340
IX-13 Office expensesPrograms $82,679 · Management $260,261$342,940
IX-14 Information technologyPrograms $11,318 · Management $590,467$601,785
IX-16 OccupancyManagement $246,623$246,623
IX-17 TravelPrograms $188,821 · Management $112,586$301,407
IX-19 Conferences, conventions and meetingsPrograms $77,560 · Management $62,824$140,384
IX-22 Depreciation, depletion and amortizationPrograms $1,773 · Management $79,330$81,103
IX-23 InsuranceManagement $90,374$90,374
IX-24 Other expenses (24a–d)Programs $8,208,754 · Management −$7,094,394$1,114,360
IX-24e All other expensesPrograms $49,443 · Management $45,581$95,024
IX-25 Total functional expensesPrograms $28,984,119 · Management $253,620 · Fundraising $0$29,237,739
Part X · Balance sheet $43,062,509 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $7,067,048$6,718,872
X-2 Savings and temporary cash investmentsStart of year $6,406,341$6,060,901
X-4 Accounts receivableStart of year $4,164,985$3,654,761
X-9 Prepaid expenses and deferred chargesStart of year $743,159$756,207
X-10c Land, buildings and equipment, netStart of year $468,932$399,467
X-11 Publicly traded securitiesStart of year $21,889,883$25,446,493
X-15 Other assetsStart of year $4,777$25,808
X-16 Total assetsStart of year $40,745,125$43,062,509
X-17 Accounts payable and accrued expensesStart of year $3,275,387$3,719,312
X-19 Deferred revenueStart of year $461,852$287,799
X-25 Other liabilitiesStart of year $4,777$25,808
X-26 Total liabilitiesStart of year $3,742,016$4,032,919
X-27 Net assets without donor restrictionsStart of year $36,437,125$38,474,262
X-28 Net assets with donor restrictionsStart of year $565,984$555,328
X-32 Total net assets or fund balancesStart of year $37,003,109$39,029,590
X-33 Total liabilities and net assetsStart of year $40,745,125$43,062,509
Part XI · Reconciliation of net assets $39,029,590 net assets at year end
XI-1 Total revenue$29,377,984
XI-2 Total expenses$29,237,739
XI-3 Revenue less expenses$140,245
XI-4 Net assets at start of year$37,003,109
XI-5 Net unrealized gains (losses) on investments$1,886,236
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$39,029,590

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

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