Institute For Health And Productivity Management in Scottsdale, Arizona (AZ)

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Institute For Health And Productivity Management
Employer Identification Number (EIN)541856025
Name of OrganizationInstitute For Health And Productivity Management
In Care of NameWc Williams Iii
Address17470 N Pacesetter Way, Scottsdale, AZ 85255-5388
ActivitiesDescribed in section 170(b)1)(a)(vi) of the Code, Other medical research
SubsectionScientific Organization
Ruling Date03/1998
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$100,000 to $499,999
Income$500,000 to $999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$160,603
Amount of Income$712,524
Form 990 Revenue Amount$712,524
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Management & Technical Assistance


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Amount of income in 2012: $712,524
Institute For Health And Productivity Management: 

 $712,524
Other organizations performing similar types of work: 

 $5,511,997

Assets in 2012: $160,603
Institute For Health And Productivity Management: 

 $160,603
Other organizations performing similar types of work: 

 $6,816,050

Expenses in 2007: $2,932,350
Institute For Health And Productivity Management: 

 $2,932,350
Other organizations performing similar types of work: 

 $8,841,673

Income to expenses ratio in 2007: 0.8
This organization: 

 0.8
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2007: 77.6%
This organization: 

 77.6%
Other organizations performing similar types of work: 

 84.2%

Financial snapshot ($)

Revenue for 2007

Expenses for 2007

Functional Expenses for 2007 ($)

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$871,673$1,139,964$1,574,305$2,189,746$1,927,799$4,063,931$4,108,267$2,402,176
Contributions, gifts, grants, and similar amounts received$755,539$575,134$0$0$0$0$0$0
Contributions to donor advised funds$0$0
Direct public support$755,539$575,134$0$0$0$0$0$0
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$104,712$227,809$1,014,820$1,546,157$1,282,073$3,366,823$3,441,660$1,719,932
Membership dues and assessments$0$287,265$460,395$575,880$468,858$513,329$446,910$564,435
Interest on savings and temporary cash investments$8,763$9,241$6,198$7,516$4,780$7,893$65,320$51,113
Dividends and interest from securities$0$0$0$0$0$0$0$0
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0$0$0$0$0$0
Gross amount from sales of assets other than inventory$0$0$0$0$0$0$0$0
Less: cost or other basis and sales expenses$0$0$0$0$0$0$0$0
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$2,659$40,515$92,892$60,193$172,088$175,886$154,377$66,696
Total expenses$860,531$923,626$1,588,743$1,794,264$2,048,169$3,304,663$3,809,431$2,932,350
Program services$523,033$373,963$988,066$1,506,463$1,617,977$2,800,334$3,171,126$2,275,284
Management and general$337,498$549,663$600,677$287,801$430,192$504,329$638,305$657,066
Fundraising$0$0$0$0$0$0$0$0
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$256,334$472,672$458,234$853,716$733,346$1,492,714$1,791,550$1,261,376
Excess or (deficit) for the year$11,142$216,338$-14,438$395,482$-120,370$759,268$298,836$-530,174
Net assets or fund balances at beginning of year$245,192$256,334$472,672$458,234$853,716$733,346$1,492,714$1,791,550
Other changes in net assets or fund balances$0$0$0$0$0$100$0$0
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$2,932,350$2,275,284$657,066$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$316,000$0$316,000$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$32,620$0$32,620$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$5,465$0$5,465$0
Payroll taxes$180,994$0$180,994$0
Professional fundraising fees$0$0$0$0
Accounting fees$1,750$0$1,750$0
Legal fees$0$0$0$0
Supplies$0$0$0$0
Telephone$670$0$670$0
Postage and shipping$15,212$0$15,212$0
Occupancy$104,250$0$104,250$0
Equipment rental and maintenance$105$0$105$0
Printing and publications$131,585$131,585$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$1,495,811$1,495,811$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$647,888$647,888$0$0
Balance Sheets
20002001200220032004200520062007
Total assets$256,334$472,672$458,234$853,716$733,346$1,492,714$1,791,550$1,261,376
Cash - non-interest-bearing$0$0$0$0$0$0$0$0
Savings and temporary cash investments$256,334$472,672$458,234$853,716$733,346$1,492,714$1,791,550$1,261,376
Accounts receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$0$0$0$0$0$0$0$0
Investments - publicly-traded securities$0$0
Investments - other securities$0$0$0$0$0$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Other assets, including program-related investments$0$0$0$0$0$0$0$0
Total liabilities$0$0$0$0$0$0$0$0
Accounts payable and accrued expenses$0$0$0$0$0$0$0$0
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$0$0$0$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$0$0$0$0$0$0$0$0
Total liabilities and net assets/fund balances$256,334$472,672$458,234$853,716$733,346$1,492,714$1,791,550$1,261,376
Total net assets or fund balances$256,334$472,672$458,234$853,716$733,346$1,492,714$1,791,550$1,261,376
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$0$0$0$0$0$0$0$0
Total revenue, gains, and other support per audited financial statements$0$0$0$0$0$0$0$0
Other expenses$0$0$0$0$0$0$0$0
Net unrealized gains on investments$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$0$0$0$0$0$0$0$0
Total expenses and losses per audited financial statements$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
0$220,000$0$0
0$96,000$0$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings2
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?Yes
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$51,113$2,351,063
Program service revenue
Program service revenue 1000000$000$0$1,719,932
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$564,435
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$51,113$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$66,696
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
Enter the total number of donor advised funds owned at the end of the tax year$0
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
19992000200120022003200420052006
Total$583,910$0$1,139,964$1,574,305$2,189,746$1,927,799$4,063,931$4,108,268
Gifts, grants, and contributions received$579,920$0$575,134$0$0$0$0$0
Membership fees received$0$0$287,265$460,395$575,880$468,858$513,329$446,910
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$227,809$1,014,820$1,546,157$1,282,073$3,366,823$3,441,660
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$2,962$0$9,241$6,198$7,516$4,780$7,893$65,320
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$1,028$0$40,515$92,892$60,193$172,088$175,886$154,378
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$753,827
Contributions, Gifts, Grants and Other Similar Amounts$0
Program Service Revenue$737,077
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$402
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$16,348
Statement of Functional Expenses (for 2011)
Total functional expenses$954,752
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$352,200
Payroll taxes$21,935
Professional fundraising services$0
Other$580,617
Balance Sheet (for 2011)
Total assets$162,406
Total liabilities$23,699
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$23,699
Total net assets or fund balances$138,707
Retained earnings, endowment, accumulated income, or other funds$138,707
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2011)
2007 - 2011 Total
Total Support$1,931,754
Gifts, grants, contributions, and membership fees received$1,869,878
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$61,876
Gross receipts from related activities, etc.$753,827
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Northwestern Medical Faculty Foundation Inc680 N Lake Shore Dr 1118, Chicago, IL 60611-4546IL1981-11$618,691,409
2Phi Group Return, Group ReturnOne Trinity Drive East, Dillsburg, PA 17019-8522PA1991-05$231,371,120
3Lifespan Corporation, Lifespan Corp Retirement Plan167 Point Street, Providence, RI 02903-4771RI1988-04$134,235,273
4Trinity HealthPO BOX 5020, Minot, ND 58702-5020ND2003-09$85,835,139
5American Board Of Family Medicine Inc1648 Mcgrathiana Pkwy Ste 550, Lexington, KY 40511-1342KY1969-04$55,085,353
6University Of Texas System Medical Foundation6431 Fannin Ste Jjl 310, Houston, TX 77030-1501TX2000-11$54,955,745
7Medical Review Of North Carolina Inc100 Regency Forest Dr Ste 200, Cary, NC 27518-8598NC1990-09$29,246,502
8Providence Plan Partners4400 Ne Halsey Bldg 2, Portland, OR 97213-1545OR2003-05$26,595,635
9Society Of Critical Care Medicine500 Midway Dr, Mt Prospect, IL 60056-5811IL1996-10$18,804,732
10Healthcare Financial Management Association, Group Return3 Westbrook Corp Ctr Ste 600, Westchester, IL 60154-5732IL1969-04$12,191,553
11Vna Inc4061 Powder Mill Rd Ste 210, Calverton, MD 20705-3149MD1987-02$12,109,256
12Silver Cross Health System Inc1900 Siiver Cross Boulevard, New Lenox, IL 60451IL1984-02$8,190,152
13Home Health Services Foundation Inc154 Hindman Rd, Butler, PA 16001-2417PA1984-12$6,271,477
14Spectrum Health-Saint Marys Shared Technology Services Inc100 Michigan St Ne, Grand Rapids, MI 49503-2560MI2004-05$3,893,412
15G S Properties Inc5601 Loch Raven Blvd, Baltimore, MD 21239-2905MD1993-09$2,096,400
16Executive Credit Collections IncPO BOX 1408, Lumberton, NC 28359-1408NC1993-10$859,265
17Institute For Health And Productivity Management17470 N Pacesetter Way, Scottsdale, AZ 85255-5388AZ1998-03$712,524
18Overland Park Regional Medical Staff Dues Fund10500 Quivira Rd, Overland Park, KS 66215-2306KS1994-11$180,399
19Pacific Northwest Continuing Education InstituteMarysville, WA 98271WA$117,791
20Hampden District Medical Society1111 Elm St Ste 22, W Springfield, MA 01089-1540MA1963-04$115,620
Number of organizations performing similar types of work
Arizona1
California1
Florida2
Illinois5
Indiana1
Kansas2
Kentucky1
Massachusetts2
Maryland2
Michigan3
Missouri1
Mississippi2
North Carolina2
North Dakota2
Nebraska1
Nevada1
Oregon1
Pennsylvania3
Rhode Island1
Texas3
Washington1
Wisconsin1
Total39

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