Quality Insights INC

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

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 55-0539692) · Dispute this line
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
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
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
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
99%
of spending
99% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.4M
to officers and key staff · 8% of spending
Pay to officers and key staff is 8% of spending.
Part VII, Section A
5.2 mo
of spending, in cash
Plus $25.4M in investments, Pt X · Ln 11–13
5.2 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $142K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$4.0M
9% of total assets
Liabilities are 9% of assets.
Pt X · Ln 26
Independent board members
7
of 7 voting members
7 of 7 voting members are independent.
Pt VI · Ln 1a–1b
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%
Tap a bar for its year
Revenue by fiscal year
FY2020$24.5M
FY2021$24.3M
FY2022$28.0M
FY2023$29.7M
FY2024$29.4M
Expenses
$29.2M
FY2024▲ +1%
Tap a bar for its year
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%
Tap a bar for its year
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

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.

Something off? Claim to add context

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).

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$367,198
Jean Storm$290,391$259,009———
Aaron Spurlock$269,911$248,864$227,060$220,994$212,328
Lisa Dye$237,915$218,331$202,617$196,634$173,506
Stacey King————$190,859
Christopher Brown$188,135$174,626$169,327$163,812$158,022
Nathan Gibson$181,972$169,643$168,253$153,971$140,486
Jill Manna$167,157$155,496$151,587$146,941$139,833

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 Quality Insights INC executive salaries →

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.

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1 program · $29.0M · in their 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.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 55-0539692) · Dispute this line
$29.0Mprogram 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
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

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Dec 2025 · $3.7M federal money spent
The National Cardiovascular Health ProgramDepartment of Health and Human Services · ALN 93.426 · Through Pennsylvania Department of Health and 2 more$847K
Block Grants for Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.958 · Through West Virginia Department of Health$662K
Injury Prevention and Control Research and State and Community Based ProgramsDepartment of Health and Human Services · ALN 93.136 · Through Pennsylvania Department of Health$404K
Cooperative Agreements for Diabetes Control ProgramsDepartment of Health and Human Services · ALN 93.988 · Through Pennsylvania Department of Health and 2 more$399K
Paul Coverdell National Acute Stroke Program National Center for Chronic Disease Prevention and Health PromotionDepartment of Health and Human Services · ALN 93.810 · Through Pennsylvania Department of Health$275K

Plus 9 smaller programs.

The auditor reported no findings.

Year ending Dec 2024 · $4.2M federal money spent
The National Cardiovascular Health ProgramDepartment of Health and Human Services · ALN 93.426 · Through Pennsylvania Department of Health and 2 more$742K
Section 223 Demonstration Programs to Improve Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.829 · Through West Virginia Department of Health$559K
Immunization Cooperative AgreementsDepartment of Health and Human Services · ALN 93.268 · Through Delaware Department of Health and Social Services$525K
Cooperative Agreements for Diabetes Control ProgramsDepartment of Health and Human Services · ALN 93.988 · Through Delaware Department of Health and Social Services and 2 more$492K
Cooperative Agreement to Support Navigators in Federally-Facilitated ExchangesDepartment of Health and Human Services · ALN 93.332 · Direct$414K

Plus 8 smaller programs.

The auditor reported no findings.

Year ending Dec 2023 · $6.4M federal money spent
Improving the Health of Americans Through Prevention and Management of Diabetes and Heart Disease and StrokeDepartment of Health and Human Services · ALN 93.426 · Through Pennsylvania Department of Health and 1 more$1.4M
Cooperative Agreement to Support Navigators in Federally-Facilitated and State Partnership MarketplacesDepartment of Health and Human Services · ALN 93.332 · Direct$834K
Activities to Support State, Tribal, Local and Territorial (stlt) Health Department Response to Public Health or Healthcare CrisesDepartment of Health and Human Services · ALN 93.391 · Through West Virginia Department of Health and Human Resources and 1 more$698K
Section 223 Demonstration Programs to Improve Community Mental Health ServicesDepartment of Health and Human Services · ALN 93.829 · Through West Virginia Department of Health and Human Resources$631K
Injury Prevention and Control Research and State and Community Based ProgramsDepartment of Health and Human Services · ALN 93.136 · Through Pennsylvania Department of Health$621K

Plus 15 smaller programs.

The auditor reported no findings.

Year ending Dec 2022 · $6.9M federal money spent
Improving the Health of Americans Through Prevention and Management of Diabetes and Heart Disease and StrokeDepartment of Health and Human Services · ALN 93.426 · Through Pennsylvania Department of Health and 1 more$1.6M
Cooperative Agreement to Support Navigators in Federally-Facilitated ExchangesDepartment of Health and Human Services · ALN 93.332 · Direct$1.1M
Immunization Cooperative AgreementsDepartment of Health and Human Services · ALN 93.268 · Through Delaware Department of Health and Social Services$673K
Activities to Support State, Tribal, Local and Territorial (stlt) Health Department Response to Public Health or Healthcare CrisesDepartment of Health and Human Services · ALN 93.391 · Through West Virginia Department of Health and Human Resources and 1 more$646K
Injury Prevention and Control Research and State and Community Based ProgramsDepartment of Health and Human Services · ALN 93.136 · Through Pennsylvania Department of Health$605K

Plus 10 smaller programs.

The auditor reported no findings.

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$892K
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$892K
Other incomeLn 4–11$443K
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
Accounts receivableLn 4$3.7M
Prepaid expenses and deferred chargesLn 9$756K
Land, buildings, equipmentLn 10c$399K
InvestmentsLn 11–13$25.4M
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 officers and key staff (Part IX, line 5)Ln 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 ViewingFiled with the IRS Nov 13, 2025 $29.4M$29.2M$140K$39.0M 990 PDF
FY2023Filed with the IRS Sep 24, 2024 $29.7M$28.9M$874K$37.0M 990 PDF
FY2022Filed with the IRS Aug 23, 2023 $28.0M$26.4M$1.6M$34.5M 990 PDF
FY2021Filed with the IRS Oct 19, 2022 $24.3M$23.8M$543K$35.7M 990 PDF
FY2020Filed with the IRS Sep 30, 2021 $24.5M$24.0M$515K$32.8M 990 PDF

Schedules filed Part IV

A · Public support I · Grants J · Pay O · Explanations
See the full FY2024 990
Part I · Summary $29,377,984 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $17,448,846$17,018,297
I-9 Program service revenuePrior year $11,063,245$11,024,927
I-10 Investment incomePrior year $1,218,459$1,329,429
I-11 Other revenuePrior year $119$5,331
I-12 Total revenuePrior year $29,730,669$29,377,984
I-13 Grants and similar amounts paidPrior year $111,351$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $17,995,999$18,048,363
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $10,749,206$11,189,376
I-18 Total expensesPrior year $28,856,556$29,237,739
I-19 Revenue less expensesPrior year $874,113$140,245
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $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 officers and key staff (Part IX, line 5)Programs $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 FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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