Healthimpact FY2022 filing

Tax-deductible

Oakland, CA501(c)(3)Health CareEIN 82-0570413Revenue $1.2M in FY2022

On file with the IRShealthimpact.org3012 Summit Rm G677, 94609-3480 · Oakland, CATax-exempt since Jun 2003Publicly supported charity — 170(b)(1)(A)(vi)

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To enhance the well-being of Californians through innovation, interprofessional leadership, and nursing excellence.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$340K 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

FY2022 · 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
2 of 5
filings with a surplus
Average deficit $72K a year · 6% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$340K
to officers and key staff · 30% of spending
Worth a look: pay to officers and key staff is 30% of spending; over 20%.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $241K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$160K
31% of total assets
Looks good: liabilities are 31% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 10 voting members
Looks good: 9 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
+40% vs prior year
Spent
$1.1M
To programs
84%
Net assets
$361K
By yearFY2020–FY2024
Revenue
$1.2M
FY2022▲ +40%
Tap a bar for its year
Revenue by fiscal year
FY2020$823K
FY2021$874K
FY2022$1.2M
FY2023$1.4M
FY2024$1.4M
Expenses
$1.1M
FY2022▼ -7%
Tap a bar for its year
Expenses by fiscal year
FY2020$961K
FY2021$1.2M
FY2022$1.1M
FY2023$1.3M
FY2024$1.5M
Net assets
$361K
FY2022▲ +54%
Tap a bar for its year
Net assets by fiscal year
FY2020$568K
FY2021$234K
FY2022$361K
FY2023$462K
FY2024$433K

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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 Jun 2003.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $953K Management & general 14% · $163K Fundraising 1% · $14K

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

11 people listed on the 990; $340K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$205,000Pt VII · Sec A
Dir of Strat Initv
$135,200Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Garrett Chan’s $206K as President & CEO is at the 74th 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 · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Garrett Chan$205,644$213,943$205,000——
Garrett K Chan———$195,000$174,332
Edward Burns$138,310$148,720$135,200——

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 Healthimpact executive salaries →

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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 Californian well-being via innovation, leadership, and nursing excellence.

Provided by the organization

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3 programs · $953K · in their own filed words · FY2022
01

HI serves as the lead coordinating entity to implement the recommendations from the Institute of Medicine's Future of Nursing Report (2010) and participated in the national Town Hall meetings to get prepared for the Future of Nursing 2020-2030 report. The Future of Nursing 2020-2030 Report is focusing on health equity.

$386Kprogram expense
02

Education

HI is leading the effort through educational capacity programs such as the Centralized Clinical Placement System, Bay Area and Los Angeles Regional Consortia, and Clinical Faculty Development.

$333Kprogram expense
03

General

HI is engaged in workforce efforts to prepare RNs for work in hospital priority specialty areas such as ambulatory and perioperative nursing. HI is educating the clinical nursing faculty and educator workforce to more effectively teach nursing students and new graduate nurses.

$234Kprogram 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
See all 4 funders →
Grants paid · 4 grants · $28K · 2020–2024

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Fees for servicesLn 2g$615K
Gifts and grantsLn 1h$607K
Investment incomeLn 3$784
Money outPt IX
$1.1M
Ln 25
Programscol B$953K
Managementcol C$163K
Fundraisingcol D$14K
Owns and owesPt X
$361K
net assets · Ln 32
Cash and savingsLn 1–2$106K
Total assetsLn 16$521K
LiabilitiesLn 26$160K
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a10
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$607K
Fees for servicesLn 2g$615K
Investment incomeLn 3$784
Gains on assetsLn 7$0
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$91K
SavingsLn 2$15K
Cash and savings togetherLn 1–2$106K
InvestmentsLn 11–13$6K
Land, buildings, equipmentLn 10c$1K
Other assetsLn 15$11K
Total assetsLn 16$521K
LiabilitiesLn 26$160K
Net assetsLn 32$361K
OperationsPt I, VI
EmployeesI 510
VolunteersI 60
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 FY22End FY22
Cash and savingsLn 1–2$34K$106K
InvestmentsLn 11–13$90K$6K
Land, buildings, equipmentLn 10c$1K
Total assetsLn 16$378K$521K
LiabilitiesLn 26$143K$160K
Net assetsLn 32$234K$361K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$6K$6K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$219K$177K$31K$11K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$549K$466K$82K$1K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$12K$11K$163
Payroll taxesLn 10$50K$44K$5K$723
Management feesLn 11a$0
Legal feesLn 11b$2K$245$2K
Accounting feesLn 11c$16K$16K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$185K$183K$1K
Advertising and promotionLn 12$0
Office expensesLn 13$38K$26K$11K$804
Information technologyLn 14$6K$4K$2K$55
RoyaltiesLn 15$0
OccupancyLn 16$2K$2K$426$29
TravelLn 17$18K$11K$7K$21
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$22K$20K$2K$5
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$340$278$58$4
InsuranceLn 23$5K$2K$3K$34
All other expensesLn 24e$0
Total functional expensesLn 25$1.1M$953K$163K$14K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.4M$1.5M−$30K$433K 990 PDF
FY2023 $1.4M$1.3M$63K$462K 990 PDF
FY2022 Viewing $1.2M$1.1M$92K$361K 990 PDF
FY2021 $874K$1.2M−$345K$234K 990 PDF
FY2020 $823K$961K−$138K$568K 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 FY2022 990 (6 parts)
Part I · Summary $1,222,098 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $496,705$606,796
I-9 Program service revenuePrior year $374,765$614,518
I-10 Investment incomePrior year $2,749$784
I-11 Other revenue$0
I-12 Total revenuePrior year $874,219$1,222,098
I-13 Grants and similar amounts paidPrior year $13,500$6,200
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $784,733$829,794
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $420,836$294,320
I-18 Total expensesPrior year $1,219,069$1,130,314
I-19 Revenue less expensesPrior year −$344,850$91,784
Part VI · Governance 9 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members9
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 $1,222,098 across 9 lines filed
VIII-1f All other contributions, gifts and grants$606,796
VIII-1h Total contributions, gifts and grants$606,796
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $614,518$614,518
VIII-3 Investment incomeExcluded from tax $784$784
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $614,518 · Excluded from tax $784$1,222,098
Part IX · Statement of functional expenses $1,130,314 across 30 lines filed
IX-1 Grants to domestic organizationsPrograms $6,200$6,200
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $176,893 · Management $31,341 · Fundraising $10,855$219,089
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $465,625 · Management $81,887 · Fundraising $1,430$548,942
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $11,484 · Fundraising $163$11,647
IX-10 Payroll taxesPrograms $44,375 · Management $5,018 · Fundraising $723$50,116
IX-11a Management fees$0
IX-11b Legal feesPrograms $245 · Management $1,800$2,045
IX-11c Accounting feesManagement $16,293$16,293
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $183,422 · Management $1,170$184,592
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $25,816 · Management $11,016 · Fundraising $804$37,636
IX-14 Information technologyPrograms $4,223 · Management $1,744 · Fundraising $55$6,022
IX-15 Royalties$0
IX-16 OccupancyPrograms $1,923 · Management $426 · Fundraising $29$2,378
IX-17 TravelPrograms $10,559 · Management $7,470 · Fundraising $21$18,050
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $19,611 · Management $2,235 · Fundraising $5$21,851
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $278 · Management $58 · Fundraising $4$340
IX-23 InsurancePrograms $2,249 · Management $2,830 · Fundraising $34$5,113
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $952,903 · Management $163,288 · Fundraising $14,123$1,130,314
Part X · Balance sheet $521,083 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $28,112$90,538
X-2 Savings and temporary cash investmentsStart of year $6,049$15,465
X-3 Pledges and grants receivableStart of year $97,841$284,873
X-4 Accounts receivableStart of year $147,821$105,525
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $7,455$5,868
X-10c Land, buildings and equipment, net$1,410
X-11 Publicly traded securitiesStart of year $90,460$6,432
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$10,972
X-16 Total assetsStart of year $377,738$521,083
X-17 Accounts payable and accrued expensesStart of year $26,730$32,558
X-19 Deferred revenueStart of year $103,006$116,912
X-25 Other liabilitiesStart of year $13,715$10,972
X-26 Total liabilitiesStart of year $143,451$160,442
X-27 Net assets without donor restrictionsStart of year $49,068−$33,195
X-28 Net assets with donor restrictionsStart of year $185,219$393,836
X-32 Total net assets or fund balancesStart of year $234,287$360,641
X-33 Total liabilities and net assetsStart of year $377,738$521,083
Part XI · Reconciliation of net assets $360,641 net assets at year end
XI-1 Total revenue$1,222,098
XI-2 Total expenses$1,130,314
XI-3 Revenue less expenses$91,784
XI-4 Net assets at start of year$234,287
XI-5 Net unrealized gains (losses) on investments−$14,808
XI-6 Donated services and use of facilities$49,378
XI-10 Net assets at end of year$360,641

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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