To improve the quality of health and health care by using information and collaborative relationships to enable changes. Significant activities include providing quality improvement, review, and assurance services for health programs administered by governmental and private organizations. Eqhealth solutions receives a substantial part of its funding from federal and state governmental contracts to benefit public health.

501(c)(3) charity; gifts are tax-deductible.
46¢ of each $1 spent went to programs.
Run by 35 volunteers and 17 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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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
1 of 5
filings with a surplus
Average surplus $21K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
46%
of spending
Concern: 46% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$297K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $14.8M in investments, Pt X · Ln 11–13
Fine: 0.2 months of spending in cash, plus $14.8M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$115K
0.8% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.7M
+11% vs prior year
Spent
$3.0M
To programs
46%
Net assets
$14.9M
By yearFY2020–FY2024
Revenue
$2.7M
FY2024▲ +11%
Tap a bar for its year
Revenue by fiscal year
FY2020$948K
FY2021$1.4M
FY2022$6.9M
FY2023$2.4M
FY2024$2.7M
Expenses
$3.0M
FY2024▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.1M
FY2021$3.8M
FY2022$2.3M
FY2023$3.0M
FY2024$3.0M
Net assets
$14.9M
FY2024▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$13.1M
FY2021$10.8M
FY2022$14.8M
FY2023$14.3M
FY2024$14.9M

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

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1989.

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

Where the money goes

46 cents of each dollar spent went to programs.

Program services 46% · $1.4M Management & general 54% · $1.6M

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

7 people listed on the 990; $297K paid to officers and key staff.

Part VII, Section A · reportable compensation
Smp Program Manager
$135,341Pt VII · Sec A
Quality Improvement Manager
$114,658Pt VII · Sec A
Chairman of the Board, President, & CEO
$25,750Pt VII · Sec A
Vice Chairman & Vice President
$10,687Pt VII · Sec A
$6,625Pt VII · Sec A
Board Member
$3,375Pt VII · Sec A
Secretary
$938Pt VII · Sec A

Sonja J Landry’s $135K as Smp Program Manager is at the 45th percentile of top reported officer pay among 3128 $1–10M health care 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
Debra W Rushing————$155,530
Sonja J Landry$135,341$128,761$125,902$109,987—
Catherine Bourgeois$114,658$109,748$100,719——
Sonja N Landry————$102,901
Catherine L Bourgeois————$101,719
Bret Clesi$25,750————
Patrick Burns$10,687————
Charles Jouandot$6,625————

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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves health care quality through information and collaboration, offering review and assurance services.

Questions for Advisewell INC

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Provided by the organization

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1 program · $1.4M · in their own filed words · FY2024
01

The senior medicare patrol federal grants are through the department of health & human services - administration for community living. Our grants team works to educate medicare beneficiaries, their families, and caregivers and to empower medicare beneficiaries through increased awareness and understanding of health care programs to…

$1.4Mprogram expense

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.7M
Ln 12
Fees for servicesLn 2g$2.1M
Investment incomeLn 3$634K
Money outPt IX
$3.0M
Ln 25
Programscol B$1.4M
Managementcol C$1.6M
Owns and owesPt X
$14.9M
net assets · Ln 32
Cash and savingsLn 1–2$62K
Total assetsLn 16$15.0M
LiabilitiesLn 26$115K
PeoplePt VI, VII
7
listed · VII A
PaidVII A7
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.1M
Investment incomeLn 3$634K
Total revenueLn 12$2.7M
Assets in detailPt X, end of year
CashLn 1$62K
Cash and savings togetherLn 1–2$62K
InvestmentsLn 11–13$14.8M
Total assetsLn 16$15.0M
LiabilitiesLn 26$115K
Net assetsLn 32$14.9M
OperationsPt I, VI
EmployeesI 517
VolunteersI 635
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$96K$62K
InvestmentsLn 11–13$14.2M$14.8M
Total assetsLn 16$14.4M$15.0M
LiabilitiesLn 26$102K$115K
Net assetsLn 32$14.3M$14.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$936K$768K$168K
Other employee benefitsLn 9$43K$43K
Management feesLn 11a$240K$240K
Legal feesLn 11b$26K$26K
Accounting feesLn 11c$267K$267K
Advertising and promotionLn 12$377K$334K$43K
Office expensesLn 13$13K$12K$1K
OccupancyLn 16$8K$1K$6K
TravelLn 17$133K$132K$1K
Conferences, conventions and meetingsLn 19$51K$750$50K
InterestLn 20$1K$1K
InsuranceLn 23$271K$271K
Other expenses (24a–d)Ln 24$567K$89K$478K
All other expensesLn 24e$59K$30K$29K
Total functional expensesLn 25$3.0M$1.4M$1.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.7M$3.0M−$330K$14.9M 990 PDF
FY2023 $2.4M$3.0M−$631K$14.3M 990 PDF
FY2022 $6.9M$2.3M$4.6M$14.8M 990 PDF
FY2021 $1.4M$3.8M−$2.4M$10.8M 990 PDF
FY2020 $948K$2.1M−$1.1M$13.1M 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 O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $2,662,756 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $1,856,552$2,069,080
I-10 Investment incomePrior year $540,277$633,875
I-11 Other revenuePrior year $0−$40,199
I-12 Total revenuePrior year $2,396,829$2,662,756
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 $873,064$979,745
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,154,636$2,012,687
I-18 Total expensesPrior year $3,027,700$2,992,432
I-19 Revenue less expensesPrior year −$630,871−$329,676
Part VI · Governance 5 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsYes
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 $2,662,756 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,069,080$2,069,080
VIII-3 Investment incomeExcluded from tax $633,875$633,875
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax −$40,199−$40,199
VIII-12 Total revenueRelated to mission $2,069,080 · Unrelated business $0 · Excluded from tax $593,676$2,662,756
Part IX · Statement of functional expenses $2,992,432 across 14 lines filed
IX-7 Other salaries and wagesPrograms $768,370 · Management $167,886$936,256
IX-9 Other employee benefitsManagement $43,489$43,489
IX-11a Management feesManagement $240,000$240,000
IX-11b Legal feesManagement $25,671$25,671
IX-11c Accounting feesManagement $266,910$266,910
IX-12 Advertising and promotionPrograms $333,930 · Management $42,782$376,712
IX-13 Office expensesPrograms $12,187 · Management $1,010$13,197
IX-16 OccupancyPrograms $1,311 · Management $6,359$7,670
IX-17 TravelPrograms $132,212 · Management $1,194$133,406
IX-19 Conferences, conventions and meetingsPrograms $750 · Management $50,102$50,852
IX-20 InterestManagement $1,020$1,020
IX-23 InsuranceManagement $270,971$270,971
IX-24 Other expenses (24a–d)Programs $89,472 · Management $477,723$567,195
IX-24e All other expensesPrograms $30,375 · Management $28,708$59,083
IX-25 Total functional expensesPrograms $1,368,607 · Management $1,623,825 · Fundraising $0$2,992,432
Part X · Balance sheet $15,026,836 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $96,418$61,716
X-4 Accounts receivableStart of year $107,526$145,941
X-9 Prepaid expenses and deferred charges$22,268
X-11 Publicly traded securitiesStart of year $14,202,459$14,640,644
X-12 Other securities$156,267
X-16 Total assetsStart of year $14,406,403$15,026,836
X-17 Accounts payable and accrued expensesStart of year $5,369$62,931
X-25 Other liabilitiesStart of year $97,001$52,495
X-26 Total liabilitiesStart of year $102,370$115,426
X-27 Net assets without donor restrictionsStart of year $14,304,033$14,911,410
X-32 Total net assets or fund balancesStart of year $14,304,033$14,911,410
X-33 Total liabilities and net assetsStart of year $14,406,403$15,026,836
Part XI · Reconciliation of net assets $14,911,410 net assets at year end
XI-1 Total revenue$2,662,756
XI-2 Total expenses$2,992,432
XI-3 Revenue less expenses−$329,676
XI-4 Net assets at start of year$14,304,033
XI-5 Net unrealized gains (losses) on investments$554,310
XI-8 Prior period adjustments$382,743
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$14,911,410

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

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