Advisewell INC FY2020 filing

Tax-deductible

New Orleans, LA501(c)(3)Health CareEIN 72-1081340Revenue $948K in FY2020

On file with the IRSeqhealthsolutions.org201 Saint Charles Ave Ste 2401, 70170-2401 · New Orleans, LATax-exempt since Feb 1989Publicly supported charity — 170(b)(1)(A)(vi)

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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.
25¢ of each $1 spent went to programs.
$360K 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
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
25%
of spending
Concern: 25% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$360K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
16 mo
of spending, in cash
Looks good: 16.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$2.6M
16% of total assets
Looks good: liabilities are 16% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$948K
Spent
$2.1M
To programs
25%
Net assets
$13.1M
By yearFY2020–FY2024
Revenue
$948K
FY2020
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
$2.1M
FY2020
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
$13.1M
FY2020
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 FY2020 Form 990 · figures checked against the IRS filing · see the original

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

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

25 cents of each dollar spent went to programs.

Program services 25% · $504K Management & general 75% · $1.5M

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; $360K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$155,530Pt VII · Sec A
Smp Program Manager
$102,901Pt VII · Sec A
Quality Improvement Manager
$101,719Pt VII · Sec A
Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice Chairman
$0Pt VII · Sec A
Secretary
$0Pt 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 2No
  • 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.

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Provided by the organization

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3 programs · $504K · in their own filed words · FY2020
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…

$430Kprogram expense
02

To provide health management services to state medicaid agencies. These services include inpatient pre-certification, quality assurance and utilization review of medical services rendered to state medicaid beneficiaries.

$74Kprogram expense
03

Eqhealth solutions is medicare's quality improvement organization (qio) for the state of louisiana. The organization provides health care quality improvement services through provider education and data analysis.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$948K
Ln 12
Fees for servicesLn 2g$750K
Investment incomeLn 3$198K
Money outPt IX
$2.1M
Ln 25
Programscol B$504K
Managementcol C$1.5M
Owns and owesPt X
$13.1M
net assets · Ln 32
Cash and savingsLn 1–2$2.8M
Total assetsLn 16$15.7M
LiabilitiesLn 26$2.6M
PeoplePt VI, VII
7
listed · VII A
PaidVII A3
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$750K
Investment incomeLn 3$198K
Total revenueLn 12$948K
Assets in detailPt X, end of year
CashLn 1$1.6M
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$2.8M
InvestmentsLn 11–13$2.7M
Other assetsLn 15$0
Total assetsLn 16$15.7M
LiabilitiesLn 26$2.6M
Net assetsLn 32$13.1M
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 FY20End FY20
Cash and savingsLn 1–2$3.3M$2.8M
InvestmentsLn 11–13$2.7M
Total assetsLn 16$15.2M$15.7M
LiabilitiesLn 26$354K$2.6M
Net assetsLn 32$14.8M$13.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$156K$78K$77K
Other salaries and wagesLn 7$694K$349K$345K
Pension plan contributionsLn 8$6K$6K
Other employee benefitsLn 9$369K$369K
Payroll taxesLn 10$69K$69K
Other fees for servicesLn 11g$201K$5K$196K
Advertising and promotionLn 12$59K$42K$17K
Office expensesLn 13$6K$6K
OccupancyLn 16$382K$382K
TravelLn 17$7K$7K
Conferences, conventions and meetingsLn 19$6K$938$5K
InterestLn 20$399$399
InsuranceLn 23$68K$68K
Other expenses (24a–d)Ln 24$27K$16K$11K
All other expensesLn 24e$318$318
Total functional expensesLn 25$2.1M$504K$1.5M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $948K$2.1M−$1.1M$13.1M 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 FY2020 990 (6 parts)
Part I · Summary $948,426 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $40,859,417$750,103
I-10 Investment incomePrior year −$5,030,878$198,323
I-11 Other revenuePrior year $11,305$0
I-12 Total revenuePrior year $35,839,844$948,426
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 $26,433,090$1,294,433
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $12,727,860$756,627
I-18 Total expensesPrior year $39,160,950$2,051,060
I-19 Revenue less expensesPrior year −$3,321,106−$1,102,634
Part VI · Governance 4 of 4 board members independent, no flags
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
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 $948,426 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $750,103$750,103
VIII-3 Investment incomeExcluded from tax $198,323$198,323
VIII-12 Total revenueRelated to mission $750,103 · Unrelated business $0 · Excluded from tax $198,323$948,426
Part IX · Statement of functional expenses $2,051,060 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $78,134 · Management $77,396$155,530
IX-7 Other salaries and wagesPrograms $348,750 · Management $345,451$694,201
IX-8 Pension plan contributionsManagement $6,496$6,496
IX-9 Other employee benefitsManagement $369,353$369,353
IX-10 Payroll taxesManagement $68,853$68,853
IX-11g Other fees for servicesPrograms $5,188 · Management $195,822$201,010
IX-12 Advertising and promotionPrograms $42,239 · Management $17,140$59,379
IX-13 Office expensesPrograms $5,507$5,507
IX-16 OccupancyManagement $382,103$382,103
IX-17 TravelPrograms $7,250$7,250
IX-19 Conferences, conventions and meetingsPrograms $938 · Management $4,819$5,757
IX-20 InterestManagement $399$399
IX-23 InsuranceManagement $67,914$67,914
IX-24 Other expenses (24a–d)Programs $16,053 · Management $10,937$26,990
IX-24e All other expensesPrograms $318$318
IX-25 Total functional expensesPrograms $504,377 · Management $1,546,683 · Fundraising $0$2,051,060
Part X · Balance sheet $15,657,658 assets, 12 lines filed
Asset lines not itemized here account for $10,000,000; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $1,625,524$1,571,443
X-2 Savings and temporary cash investmentsStart of year $1,723,853$1,221,734
X-4 Accounts receivableStart of year $830,593$163,681
X-9 Prepaid expenses and deferred chargesStart of year $4,802$41,046
X-12 Other securities$2,659,754
X-15 Other assetsStart of year $966,871$0
X-16 Total assetsStart of year $15,162,819$15,657,658
X-17 Accounts payable and accrued expensesStart of year $354,296$2,583,114
X-26 Total liabilitiesStart of year $354,296$2,583,114
X-27 Net assets without donor restrictionsStart of year $14,808,523$13,074,544
X-32 Total net assets or fund balancesStart of year $14,808,523$13,074,544
X-33 Total liabilities and net assetsStart of year $15,162,819$15,657,658
Part XI · Reconciliation of net assets $13,074,544 net assets at year end
XI-1 Total revenue$948,426
XI-2 Total expenses$2,051,060
XI-3 Revenue less expenses−$1,102,634
XI-4 Net assets at start of year$14,808,523
XI-8 Prior period adjustments−$631,345
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$13,074,544

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

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