Partnership for Health Equity and Inclusion
Nonprofit profile at a glance
- EIN
- 874163198
- IRS 990 coverage
- 2024–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024, Form 990-N 2023
- Location
- Yuba City, CA, USA
- Phone
- 707-391-1389
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Public Health Program (Includes General Health and Wellness Promotion Services)
Reported finances
- Revenue
- $255,317
- Expenses
- $210,021
- Assets
- $76,772
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
Executive titles in this filing
- DIAN KISER (President)
People named in this filing
- DIAN KISER (President)
- THERESA BOSCHERT (Treasurer)
- GURMEENA SUTPHIN (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The Partnership for Health Equity and Inclusion (PHEI) aims to create healthier, more equitable communities through developing and implementing public health programs and policies that address the Social Determinants of Health. Advancing Equity Through Community-Driven Support. Advancing Equity Through Community-Driven Support PHEI grew out of a need for services and resources to be delivered to underserved communities in order to increase economic, cultural, racial, and health equity. We work with marginalized communities by leveraging culturally competent, multi-lingual community-based education, advocacy, and program/policy resources for low-income, low literacy, and multi-cultural populations. A Community-Driven Nonprofit Advancing Public Health and Environmental Equity.
What it reported doing in 2024
The living independent from tobacco (lift) will work in several diverse, low-income, and rural communities of northern California on 2 important areas to address shs policy: 1) by partnering with diverse organizations representing or serving the rural populations of modoc and/or trinity counties to work on and contribute to lift's tobacco prevention policy campaign. 2) smokefree multi-unit housing (muh) and mobile home park complexes. Lift conducts educational outreach and policy building infrastructure, collaborating with funded agencies throughout California, building relationships with key stakeholders, developing region and population-specific educational materials, using local and culturally relevant media and newsletters to inform the public of project activities and increase local support.
Operating model
- Revenue model
- Grant-funded. 90% of the money available for current operations came from government grants.
- Distribution model
- Hybrid. The nonprofit split its reported program spending across 74% for direct work, and 26% for grants.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 69
- Transparency & Controls: 87
- Accountability: 88
- Sustainability: 57
- Growth: NotEnoughData
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 71.9%; rating input score 72
- Program expense ratio: 87.4%; rating input score 87
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 90%; rating input score 90; 9th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 94.1%; rating input score 94; 54th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 5 of 7 controls in place; rating input score 71
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 17.7%; rating input score 71; 71st percentile among comparable filings
- Total-asset coverage ratio: 0.37; rating input score 19; 19th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: Limited
- Asset growth: Limited
Details
- What they do: 1 programs and campaigns described on the official site
- Where the money goes: 71.9% of revenue deployed · 87.4% of spending went to programs
- Governance: 3 of 3 board members independent · 5 of 7 filing controls reported
- Programs: 3 filed program accomplishments · $184K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 17 of 18 current checks pass · 1 finding to review
- Schedules: 4 filed schedules · includes major donors and grants
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 1 filed related-organization link
- 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.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Sustainability: Total-asset coverage ratio scored 19/100.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.