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Healthcare Initiatives Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Research Institutes and/or Public Policy Analysis (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.81M (2024)

Expenses
$1.13M (2024)

Total Assets
$19.9M (2024)

Total Liabilities
$35.9k (2024)

Years with multiple filings
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,813,826
Expenses
$1,127,526
Net Income
$686,300
Net Assets
$19,873,221
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $1,777
0.1%
Dividends $317,610
17.5%
Sales of Assets $1,494,439
82.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $957,882
85.0%
Compensation of Officers* $236,500
21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,909,118
Total Liabilities $35,897
Net Assets $19,873,221
Compensation
Key Employees and Officers Compensation Other
Haley Gilroy (President/Executive Director) $117,500 $0
Edward R Schmidt (Chairman) $28,000 $0
Kenneth L Sonner (Vice Chairman/Treasurer) $25,000 $0
Timothy Harden (Secretary) $22,000 $0
Patricia Roe (Director) $22,000 $0
Timothy Robinson (Director) $22,000 $0
W Jason Deppen (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$709,716
Expenses
$1,209,069
Net Income
-$499,353
Net Assets
$19,647,891
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $2,243
0.3%
Dividends $305,350
43.0%
Sales of Assets $402,123
56.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $988,056
81.7%
Compensation of Officers* $221,500
18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $19,692,502
Total Liabilities $44,611
Net Assets $19,647,891
Compensation
Key Employees and Officers Compensation Other
Haley Gilroy (President/Executive Director) $112,500 $0
Edward R Schmidt (Chairman) $26,000 $0
Kenneth L Sonner (Vice Chairman/Treasurer) $23,000 $0
Timothy Harden (Secretary) $20,000 $0
Patricia Roe (Director) $20,000 $0
Timothy Robinson (Director) $20,000 $0
W Jason Deppen (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$480,285
Expenses
$1,079,651
Net Income
-$599,366
Net Assets
$18,510,762
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $342
0.1%
Dividends $404,379
84.2%
Sales of Assets $75,564
15.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $916,223
84.9%
Compensation of Officers* $191,500
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $18,567,909
Total Liabilities $57,147
Net Assets $18,510,762
Compensation
Key Employees and Officers Compensation Other
Haley Gilroy (President/Executive Director) $102,500 $0
Edward R Schmidt (Chairman) $26,000 $0
Kenneth L Sonner (Vice Chairman/Treasurer) $23,000 $0
Timothy Harden (Secretary) $20,000 $0
Patricia Roe (Director) $20,000 $0
W Jason Deppen (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,038,647
Expenses
$1,418,997
Net Income
$619,650
Net Assets
$22,391,064
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $58
0.0%
Dividends $629,324
30.9%
Sales of Assets $1,409,265
69.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,200,562
84.6%
Compensation of Officers* $204,000
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $22,413,997
Total Liabilities $22,933
Net Assets $22,391,064
Compensation
Key Employees and Officers Compensation Other
Haley Gilroy (President/Executive Director) $95,000 $0
Edward R Schmidt (Chairman) $26,000 $0
Kenneth L Sonner (Vice Chairman/Treasurer) $23,000 $0
Timothy Harden (Secretary) $20,000 $0
Robert Fisher Decd 10152021 (Director) $20,000 $0
Patricia Roe (Director) $20,000 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$370,021
Expenses
$1,262,204
Net Income
-$892,183
Net Assets
$21,242,465
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $61
0.0%
Dividends $206,712
55.9%
Sales of Assets $163,248
44.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,037,966
82.2%
Compensation of Officers* $187,500
14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $23,254,307
Total Liabilities $2,011,842
Net Assets $21,242,465
Compensation
Key Employees and Officers Compensation Other
Haley Gilroy (President/Executive Director) $88,500 $0
Edward R Schmidt (Chairman) $24,000 $0
Kenneth L Sonner (Vice Chairman/Treasurer) $21,000 $0
Timothy Harden (Secretary) $18,000 $0
Robert Fisher (Director) $18,000 $0
Patricia Roe (Director) $18,000 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,069,888
Expenses
$1,116,947
Net Income
$1,952,941
Net Assets
$18,964,260
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $206
0.0%
Dividends $471,381
15.4%
Sales of Assets $2,595,801
84.6%
Other Income $2,500
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $907,884
81.3%
Compensation of Officers* $186,500
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $20,977,143
Total Liabilities $2,012,883
Net Assets $18,964,260
Compensation
Key Employees and Officers Compensation Other
Haley Gilroy (President/Executive Director) $87,500 $0
Edward R Schmidt (Chairman) $24,000 $0
Kenneth L Sonner (Vice Chairman/Treasurer) $21,000 $0
Timothy Harden (Secretary) $18,000 $0
Robert Fisher (Director) $18,000 $0
Patricia Roe (Director) $18,000 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$476,922
Expenses
$1,080,266
Net Income
-$603,344
Net Assets
$16,884,543
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $474,683
99.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$43,450
Net Inventory Sales $0
Other Revenue $45,689
9.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $198,750
18.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $18,907,739
Total Liabilities $2,023,196
Net Assets $16,884,543
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Haley Gilroy (President / Executive Director) $79,750 $0 $0
Kenneth L Sonner (Vice Chairman / Treasurer) $29,000 $0 $0
Edward R Schmidt Aal (Chairman) $27,000 $0 $0
Timothy Harden (Secretary) $21,000 $0 $0
Robert Fisher (Director) $21,000 $0 $0
Patricia Roe (Director) $21,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$437,714
Expenses
$970,036
Net Income
-$532,322
Net Assets
$20,267,543
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $500,624
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$87,311
Net Inventory Sales $0
Other Revenue $24,401
5.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $193,000
19.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $20,335,541
Total Liabilities $67,998
Net Assets $20,267,543
Compensation
Key Employees and Officers Compensation Related Other
Haley Gilroy (President / Executive Director) $80,000 $0 $0
Kenneth L Sonner (Interim Executive Director (Until 3/1/17), Vice Chairman / Treasurer) $26,000 $0 $0
Edward R Schmidt Aal (Chairman) $24,000 $0 $0
Timothy Harden (Secretary) $18,000 $0 $0
Ike G Batalis (Director (Until 1/23/2017)) $18,000 $0 $0
Patricia Roe (Director) $18,000 $0 $0
Robert Fisher (Director (Effective 7/1/2017)) $9,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$628,226
Expenses
$7,963,686
Net Income
-$8,591,912
Net Assets
$18,899,528
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,843
Investment Income $482,121
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,288,944
Net Inventory Sales $0
Other Revenue $148,754
Notable Expenses Percent of Total Expenses
Executive Compensation $528,667
6.6%
Professional Fundraising Fees $0
Other Salaries and Wages $322,336
4.0%
Assets/Debt
Total Assets $18,994,563
Total Liabilities $95,035
Net Assets $18,899,528

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,253,057
Expenses
$3,669,706
Net Income
-$416,649
Net Assets
$27,129,365
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,555,061
78.5%
Investment Income $700,433
21.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$13,553
Net Inventory Sales $0
Other Revenue $11,116
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $452,206
12.3%
Professional Fundraising Fees $0
Other Salaries and Wages $1,092,555
29.8%
Assets/Debt
Total Assets $30,638,471
Total Liabilities $3,509,106
Net Assets $27,129,365
Compensation
Key Employees and Officers Compensation Related Other
Joy Casterton (President & Ceo) $361,615 $0 $24,799
Sue Kauth (Chief Administrative Officer) $153,701 $0 $14,792
Nancy M Duncan (Sr. Director , Human Resources) $142,830 $0 $24,242
Timothy Burrell (Medical Director) $141,060 $141,060 $18,610
Rebecca Royer (Clinical Director) $75,404 $75,403 $17,846
Edward R Schmidt Aal (Director) $28,396 $0 $0
Harry Thompson (Director) $18,100 $4,400 $0
Mark Carter (Director) $16,700 $1,700 $0
Carol Steltenkamp (Director) $15,600 $4,400 $0
Ike G Batalis (Director) $10,100 $0 $0
Timothy Harden (Director) $9,800 $0 $0
Kenneth L Sonner (Director) $9,800 $0 $0
Debra J Voliva (Treasurer) $0 $0 $0
Edgar Lantis (Secretary) $0 $0 $0
Douglas M Dunham (Vp Of Sales And Marketing) $0 $234,727 $21,928
Paul Dausman (Cheif Information Officer) $0 $185,909 $14,433

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,933,356
Expenses
$10,116,852
Net Income
$1,816,504
Net Assets
$28,277,710
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,516,557
79.7%
Investment Income $809,994
6.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,606,805
13.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $565,614
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $2,571,885
25.4%
Assets/Debt
Total Assets $28,960,950
Total Liabilities $683,240
Net Assets $28,277,710
Compensation
Key Employees and Officers Compensation Related Other
Joy Casterton (President & Ceo) $339,821 $0 $26,867
Timothy Burrell (Medical Director) $229,194 $0 $16,275
Douglas Dunham (Vp Of Sales & Marketing) $220,038 $0 $21,717
Nancy Duncan (Sr Director, Human Resources) $142,589 $0 $13,458
Rebecca Royer (Clinical Director) $141,681 $0 $17,085
Cindy Barton (Secretary) $93,803 $0 $16,272
Debra Voliva (Treasurer) $80,842 $0 $9,785
Harry Thompson (Board Member) $22,500 $0 $0
Carol Steltenkamp (Board Member) $20,000 $0 $0
Mark Carter (Chair) $19,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,414,020
Expenses
$9,883,720
Net Income
$3,530,300
Net Assets
$29,296,278
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,950,741
81.6%
Investment Income $2,422,692
18.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $40,587
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,746,521
17.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,733,498
17.5%
Assets/Debt
Total Assets $30,651,221
Total Liabilities $1,354,943
Net Assets $29,296,278

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,996,562
Expenses
$2,334,383
Net Income
$662,179
Net Assets
$24,893,314
Notable Sources of Revenue Percent of Total Revenue
Contributions $30,616
1.0%
Program Services $2,550,480
85.1%
Investment Income $415,466
13.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $171,492
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $329,205
14.1%
Assets/Debt
Total Assets $25,852,411
Total Liabilities $959,097
Net Assets $24,893,314

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,717,698
Expenses
$9,561,194
Net Income
$3,156,504
Net Assets
$24,340,778
Notable Sources of Revenue Percent of Total Revenue
Contributions $347,542
2.7%
Program Services $11,709,746
92.1%
Investment Income $652,285
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,125
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $546,153
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $1,839,041
19.2%
Assets/Debt
Total Assets $25,251,625
Total Liabilities $910,847
Net Assets $24,340,778

Document Links

Fiscal Year Ending Dec.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,408,344
Expenses
$8,207,551
Net Income
$1,200,793
Net Assets
$19,437,238
Notable Sources of Revenue Percent of Total Revenue
Contributions $541,952
5.8%
Program Services $8,215,406
87.3%
Investment Income $462,224
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $188,762
2.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $459,545
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $2,243,584
27.3%
Assets/Debt
Total Assets $20,412,876
Total Liabilities $975,638
Net Assets $19,437,238

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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