Engaged Health Foundation

Nonprofit profile at a glance

EIN
821118656
IRS 990-EZ coverage
2017–2024
Forms available
Form 990-EZ 2024
Location
Lewes, DE, USA
Phone
9136200423
Rating
93
Verdict
STRONG
Rating confidence
Moderate
Sector
Professional Societies, Associations

Reported finances

Revenue
$105,000
Expenses
$111,848
Assets
$320
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • ANDREW KAPLAN (PRESIDENT, DIRECTOR)

People named in this filing

  • ANDREW KAPLAN (PRESIDENT, DIRECTOR)
  • JUSTIN OPPENHEIMER (DIRECTOR)
  • DAVID WERRY (DIRECTOR)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The engaged health foundation accelerates a healthier future by convening 30-40 rising stars from across the healthcare ecosystem each year - spanning providers, payers, life sciences, digital health, and public health. Our curated, action-oriented gathering and year-round community give emerging leaders the space, mentorship, and cross-sector partnerships to turn ideas into pilots and policy. This helps lead to participants' involvement in service, supporting mission-driven organizations through pro bono projects, hands-on volunteering, and nonprofit board involvement. By catalyzing collaboration and give-back, the foundation translates fresh perspectives into practical solutions that improve access, quality, equity, and outcomes for the communities we serve.

What it reported doing in 2024

Hosted engaged health summit to discuss key us healthcare issues and trends.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 100
  • Sustainability: 27
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 97.5%; rating input score 98
  • Program expense ratio: 91.6%; rating input score 92

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: -6.5%; rating input score 20; 20th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 3; 3rd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 76; 76th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 8.9% per year; rating input score 100; 58th percentile among comparable filings
  • Revenue growth: 3.3% per year; rating input score 100; 38th percentile among comparable filings
  • Asset growth: -38.4% per year; rating input score 0; 3rd percentile among comparable filings

Details

  • Where the money goes: 97.5% of revenue deployed · 91.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $102K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 7 filing years from 2017 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Operating margin scored 20/100.
  • High — Sustainability: Total-asset coverage ratio scored 3/100.
  • High — Growth: Asset growth scored 0/100.