HEALTHWELL FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHWELL FOUNDATION (EIN 20-0413676)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-21
- IRS object ID
- 202422959349301102
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-21T08:09:07-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200413676 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHWELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2406325305 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20440 CENTURY BOULEVARD 250 | AddressLine1Txt |
| City | GERMANTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20874 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L KNOWLTON | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 2406325305 | PhoneNum |
| Signature | 2024-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Preparation | 2024-10-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID L KNOWLTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20440 CENTURY BOULEVARD 250 | AddressLine1Txt |
| City | GERMANTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20874 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $873,632,339 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEALTHWELLFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2003 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | IMPROVING ACCESS TO HEALTH CARE FOR AMERICA'S UNDERINSURED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 234 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $678,100,099 | PYContributionsGrantsAmt |
| CY Contributions Grants | $730,901,028 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,800 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,198 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,851,613 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,430,992 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $683,954,512 | PYTotalRevenueAmt |
| CY Total Revenue | $742,364,218 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $604,818,055 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $695,015,656 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $16,027,638 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,608,580 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $325,596 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $423,341 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,239,170 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,360,022 | PYOtherExpensesAmt |
| CY Other Expenses | $6,452,253 | CYOtherExpensesAmt |
| PY Total Expenses | $627,531,311 | PYTotalExpensesAmt |
| CY Total Expenses | $721,499,830 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $56,423,201 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,864,388 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $538,621,977 | TotalAssetsBOYAmt |
| Total Assets EOY | $637,832,771 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,879,876 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,556,071 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $507,742,101 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $556,276,700 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HEALTHWELL FOUNDATION (THE FOUNDATION) REDUCES FINANCIAL BARRIERS TO CARE FOR UNDERINSURED PATIENTS WITH CHRONIC OR LIFE-ALTERING DISEASES. HEALTHWELL'S VISION IS TO ENSURE THAT NO PATIENT - ADULT OR CHILD - GOES WITHOUT HEALTH CARE BECAUSE THEY CANNOT AFFORD IT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $174,514,707 | ExpenseAmt |
| Grant | $169,322,492 | GrantAmt |
| Revenue | $32,198 | RevenueAmt |
| Desc | MULTIPLE MYELOMA - MEDICARE ACCESS - PROVIDED DEDUCTIBLE, COINSURANCE, COPAYMENT AND PREMIUM ASSISTANCE TO 29,383 ELIGIBLE MEDICARE PATIENTS RECEIVING TREATMENT FOR MULTIPLE MYELOMA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $58,394,844 | ExpenseAmt |
| Grant | $56,929,150 | GrantAmt |
| Desc | RENAL CELL CARCINOMA - MEDICARE ACCESS - PROVIDED DEDUCTIBLE, COINSURANCE, COPAYMENT AND PREMIUM ASSISTANCE TO 9,547 ELIGIBLE MEDICARE PATIENTS RECEIVING TREATMENT FOR RENAL CELL CARCINOMA. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $56,810,862 | ExpenseAmt |
| Grant | $54,622,815 | GrantAmt |
| Desc | HYPERCHOLESTEROLEMIA - MEDICARE ACCESS - PROVIDED DEDUCTIBLE, COINSURANCE, COPAYMENT AND PREMIUM ASSISTANCE TO 52,454 ELIGIBLE MEDICARE PATIENTS BEING TREATED FOR HYPERCHOLESTEROLEMIA. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $426,050,804 | ExpenseAmt |
| Grant | $414,141,198 | GrantAmt |
| Desc | THE HEALTHWELL FOUNDATION PROVIDED DEDUCTIBLE, COINSURANCE, COPAYMENT, AND PREMIUM ASSISTANCE TO 125,790 ELIGIBLE PATIENTS TREATED FOR HEPATITIS C, TARDIVE DYSKINESIA, PROSTATE CANCER, PULMONARY HYPERTENSION, CARDIOMYOPATHY, CHRONIC LYMPHOCYTIC LEUKEMIA, ACUTE MYELOID LEUKEMIA, CYSTIC FIBROSIS, PULMONARY FIBROSIS, MYELODYSPLASTIC SYNDROMES, NEUROCOGNITIVE DISEASE WITH PSYCHOSIS, AMYOTROPHIC LATERAL SCLEROSIS, BREAST CANCER, MULTIPLE SCLEROSIS, PEYRONIE'S DISEASE, CYSTIC FIBROSIS VITAMINS AND SUPPLEMENTS, MANTLE CELL LYMPHOMA, CONGENITAL SUCRASE-ISOMALTASE DEFICIENCY, PEDIATRIC ASSISTANCE, DUPUYTREN'S DISEASE, AMYLOIDOSIS, GOUT, NON-SMALL CELL LUNG CANCER, NON-HODGKIN'S LYMPHOMA, SMALL CELL LUNG CANCER, SYSTEMIC SCLEROSIS WITH INTERSTITIAL LUNG DISEASE, WALDENSTROM MACROGLOBULINEMIA, URTICARIA, SICKLE CELL DISEASE, TYPE 2 DIABETES, MELANOMA, COLORECTAL CARCINOMA, CUSHING'S DISEASE, PANCREATIC CANCER, POST MENOPAUSAL OSTEOPOROSIS, IGA NEPHROPATHY, BLEPHARITIS, LAMBERT-EATON MYASTHENIC SYNDROME, GIANT CELL ARTERITIS OR TEMPORAL ARTERITIS, CHRONIC MYELOID LEUKEMIA, BLADDER AND UROTHELIAL CANCER, AAV & GPA, HEALTH ACCESS, BONE METASTASES, B-CELL LYMPHOMA, ANCA-ASSOC VASCULITIS, AND GRANULOMATOSIS WITH POLYANGIITIS (FORMERLY WEGENERS), NONTUBERCULOUS MYCOBACTERIUM, CANCER-RELATED BEHAVIORAL HEALTH, CHEMOTHERAPY INDUCED NEUTROPENIA, OVARIAN CANCER, PORPHYRIAS, HEAD AND NECK CANCER, COVID-19 FRONTLINE HEALTH CARE WORKERS BEHAVIORAL HEALTH, GASTRIC CANCER, HYPEROXALURIA, HOMOCYSTINURIA, GOUT TRAVEL FUND, UREA CYCLE DISORDERS, ACROMEGALY, WILMS' TUMOR, AND ALAGILLE SYNDROME VITAMINS AND SUPPLEMENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $426,050,804 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $414,141,198 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $715,771,217 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 234 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID L KNOWLTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2406325305 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20440 CENTURY BOULEVARD 250 | AddressLine1Txt |
| City | GERMANTOWN | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20874 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| STEPHEN M WEINER BOARD | ||||||||
| MEMBER & CHIEF COMPL. OFFICER | 1.00 | Yes (X) | Yes (X) | $32,388 | $0 | $0 | ||
| DAVID L KNOWLTON | ||||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $48,276 | $0 | $0 | ||
| NANCY CARTERON MD FACR | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $17,816 | $0 | $0 | |||
| SUZANNE M MILLER PHD | ||||||||
| VICE CHAIR & SECRETARY | 1.00 | Yes (X) | Yes (X) | $12,000 | $0 | $0 | ||
| JERRI SCARZELLA BSN | ||||||||
| VICE CHAIR & TREASURER | 1.00 | Yes (X) | Yes (X) | $12,000 | $0 | $0 | ||
| DAVID F ERTEL | ||||||||
| BOARD MEMBER THRU 8/23 | 1.00 | Yes (X) | $4,500 | $0 | $0 | |||
| CATHLEEN BENNETT ESQ | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $12,000 | $0 | $0 | |||
| DON LISS MD | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $141 | $0 | $0 | |||
| KRISTA ZODET | ||||||||
| PRESIDENT & CEO | 39.00 | Yes (X) | $369,804 | $0 | $25,413 | 1.00 | ||
| ALAN KLEIN | ||||||||
| CHIEF DEVELOPMENT OFFICER | 40.00 | Yes (X) | $348,022 | $0 | $25,703 | |||
| COLLIN ALEXANDER CHIEF | ||||||||
| FINANCIAL OFFICER THRU 6/23 | 40.00 | Yes (X) | $144,359 | $0 | $28,330 | |||
| FRED ASIEDU LARBI | ||||||||
| CHIEF OPERATIONS OFFICER | 36.00 | Yes (X) | $249,626 | $0 | $59,567 | 4.00 | ||
| SHELA HALPER | ||||||||
| CHIEF FOUNDATION PROGRAM OFFICER | 40.00 | Yes (X) | $246,358 | $0 | $37,326 | |||
| RICHA DAHIYA CHIEF | ||||||||
| FINANCIAL OFFICER AS OF 11/23 | 40.00 | Yes (X) | $16,039 | $0 | $2,510 | |||
| ERICA MATA | ||||||||
| DIRECTOR, OPERATIONS | 40.00 | $157,370 | $0 | $60,155 | Yes (X) | |||
| VIRGINIA DUNN | ||||||||
| DIRECTOR, COMM, AND MKTG | 40.00 | $140,435 | $0 | $41,299 | Yes (X) | |||
| TIMOTHY VAWTER | ||||||||
| ASSOCIATE DIRECTOR, INFO. TECH. | 40.00 | $147,825 | $0 | $40,168 | Yes (X) | |||
| CESAR MARTINEZ | ||||||||
| DIRECTOR, ARCHITECT SOLUTIONS | 40.00 | $148,133 | $0 | $38,482 | Yes (X) | |||
| LORI MARTIN | ||||||||
| DIRECTOR, HUMAN RESOURCES | 40.00 | $138,781 | $0 | $41,953 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,245,873 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $400,906 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PHARMACY DATA MANAGEMENT INC | |||||
| 8530 CROSSROADS DR | POLAND | OH | 44514 | PHARMACY CLAIMS PROCESSING | $992,557 |
| VONAGE BUSINESS INC | |||||
| 101 CRAWFORDS CORNER RD | HOLMDEL | NJ | 07733 | TELECOM SERVICES | $437,906 |
| SALESFORCEORG | |||||
| 415 MISSION ST 3RD FLOOR | SAN FRANCISCO | CA | 94105 | GRANTS MANAGEMENT SYSTEM | $273,885 |
| AB DATA | |||||
| 600 AB DATA DRIVE | MILWAUKEE | WI | 53217 | DIRECT MAIL | $204,334 |
| EXPERIAN HEALTH | |||||
| 475 ANTON BLVD | COSTA MESA | CA | 92626 | VERIFICATION SERVICES FOR APPLICANTS | $188,642 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $730,901,028 | AllOtherContributionsAmt |
| Total Contributions | $730,901,028 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,198 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,198 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,272,559 | TotalRevenueColumnAmt |
| Exclusion | $16,272,559 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $126,426,554 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $131,268,121 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$4,841,567 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,841,567 | TotalRevenueColumnAmt |
| Exclusion | -$4,841,567 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $742,364,218 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,198 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,430,992 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $695,015,656 | TotalAmt |
| Program Services | $695,015,656 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,553,057 | TotalAmt |
| Program Services | $406,310 | ProgramServicesAmt |
| Management And General | $967,615 | ManagementAndGeneralAmt |
| Fundraising | $179,132 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,630,856 | TotalAmt |
| Program Services | $12,311,270 | ProgramServicesAmt |
| Management And General | $1,025,550 | ManagementAndGeneralAmt |
| Fundraising | $294,036 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,423 | TotalAmt |
| Program Services | $424,061 | ProgramServicesAmt |
| Management And General | $5,124 | ManagementAndGeneralAmt |
| Fundraising | $1,238 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,126,405 | TotalAmt |
| Program Services | $2,736,125 | ProgramServicesAmt |
| Management And General | $316,429 | ManagementAndGeneralAmt |
| Fundraising | $73,851 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867,839 | TotalAmt |
| Program Services | $749,899 | ProgramServicesAmt |
| Management And General | $97,719 | ManagementAndGeneralAmt |
| Fundraising | $20,221 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,084 | TotalAmt |
| Program Services | $143,051 | ProgramServicesAmt |
| Management And General | $69,033 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,553 | TotalAmt |
| Program Services | $133,924 | ProgramServicesAmt |
| Management And General | $64,629 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,341 | TotalAmt |
| Fundraising | $423,341 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,048 | TotalAmt |
| Management And General | $266,048 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,974,550 | TotalAmt |
| Program Services | $1,223,001 | ProgramServicesAmt |
| Management And General | $738,122 | ManagementAndGeneralAmt |
| Fundraising | $13,427 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,967 | TotalAmt |
| Program Services | $72,549 | ProgramServicesAmt |
| Management And General | $20,418 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,192 | TotalAmt |
| Program Services | $432,577 | ProgramServicesAmt |
| Management And General | $189,860 | ManagementAndGeneralAmt |
| Fundraising | $23,755 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,233 | TotalAmt |
| Program Services | $532,555 | ProgramServicesAmt |
| Management And General | $25,678 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $966,190 | TotalAmt |
| Program Services | $854,332 | ProgramServicesAmt |
| Management And General | $90,357 | ManagementAndGeneralAmt |
| Fundraising | $21,501 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225,385 | TotalAmt |
| Program Services | $17,715 | ProgramServicesAmt |
| Management And General | $139,978 | ManagementAndGeneralAmt |
| Fundraising | $67,692 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,694 | TotalAmt |
| Program Services | $5,663 | ProgramServicesAmt |
| Management And General | $198,059 | ManagementAndGeneralAmt |
| Fundraising | $63,972 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,244 | TotalAmt |
| Program Services | $120,537 | ProgramServicesAmt |
| Management And General | $45,918 | ManagementAndGeneralAmt |
| Fundraising | $10,789 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,394 | TotalAmt |
| Program Services | $67,876 | ProgramServicesAmt |
| Management And General | $29,791 | ManagementAndGeneralAmt |
| Fundraising | $3,727 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TAXES & LICENSES | $542,425 | $362,204 | $158,137 | $22,084 |
| EMPLOYEE DEVELOPMENT | $184,499 | $150,908 | $31,176 | $2,415 |
| DUES & PUBLICATIONS | $28,359 | $10,910 | $7,153 | $10,296 |
| STATE REGISTRATION FEES | $10,436 | $94 | $2,649 | $7,693 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,499,830 | TotalAmt |
| Program Services | $715,771,217 | ProgramServicesAmt |
| Management And General | $4,489,443 | ManagementAndGeneralAmt |
| Fundraising | $1,239,170 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,253,608 | BOYAmt |
| EOY | $67,443,198 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,220,414 | BOYAmt |
| EOY | $126,704,265 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,682,600 | BOYAmt |
| EOY | $54,753,671 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $28,522 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,220 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $55,919 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $491,920 | BOYAmt |
| EOY | $807,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,568,991 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,051,087 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,992 | BOYAmt |
| EOY | $517,904 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,645,641 | BOYAmt |
| EOY | $381,722,305 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,300 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,733,802 | BOYAmt |
| EOY | $5,794,512 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,621,977 | BOYAmt |
| EOY | $637,832,771 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,512,164 | BOYAmt |
| EOY | $68,481,966 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,367,712 | BOYAmt |
| EOY | $13,074,105 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,879,876 | BOYAmt |
| EOY | $81,556,071 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,602,692 | BOYAmt |
| EOY | $37,685,821 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $501,139,409 | BOYAmt |
| EOY | $518,590,879 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $507,742,101 | BOYAmt |
| EOY | $556,276,700 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,621,977 | BOYAmt |
| EOY | $637,832,771 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,864,388 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $27,659,762 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $10,449 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $481,424,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $546,256,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $538,184,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $678,100,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $730,901,028 | CurrentTaxYearAmt |
| Total | $2,974,867,071 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $481,424,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $546,256,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $538,184,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $678,100,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $730,901,028 | CurrentTaxYearAmt |
| Total | $2,974,867,071 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,003,190,631 | SubstantialContributorsTotAmt |
| Public Support Total170 | $971,676,440 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,173,067 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,417,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,540,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,753,813 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,272,559 | CurrentTaxYearAmt |
| Total | $48,156,524 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,023,023,595 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $34,998 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.32140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.32790 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THE HEALTHWELL FOUNDATION (THE "FOUNDATION") OFFERS THE FOLLOWING FACTS AND CIRCUMSTANCES IN SUPPORT OF ITS ONGOING CLASSIFICATION AS A PUBLIC CHARITY AND NOT A PRIVATE FOUNDATION.GENERAL BACKGROUND - THE FOUNDATION PROVIDES NEED-BASED FINANCIAL ASSISTANCE TO UNDERINSURED INDIVIDUALS LIVING WITH CHRONIC AND/OR LIFE-ALTERING ILLNESSES SUCH AS MULTIPLE SCLEROSIS, CYSTIC FIBROSIS, MULTIPLE MYELOMA AND MANY OTHER TYPES OF CANCER. THROUGH 2023, THE FOUNDATION HAS HELPED 932,798 PATIENTS AFFORD THEIR PRESCRIPTION DRUG COPAYMENTS, PREMIUMS AND OTHER OUT-OF-POCKET HEALTH CARE COSTS.THE FOUNDATION GRANTS FUNDS TO PATIENTS WHO HAVE PRIVATE OR GOVERNMENT-SPONSORED INSURANCE BUT WHO ARE STILL UNABLE TO AFFORD THEIR INSURANCE COPAYMENTS OR PREMIUMS TO OBTAIN COVERAGE FOR THEIR CONDITIONS. THE FOUNDATION AWARDS GRANTS BASED ON THE OBJECTIVE CONSIDERATION OF FINANCIAL AND MEDICAL CRITERIA AND THE ADEQUACY OF THE RECIPIENT'S INSURANCE COVERAGE. GRANTS ARE AWARDED TO RECIPIENTS FOR A 12 MONTH CYCLE. THE FOUNDATION DOES NOT PLACE RESTRICTIONS ON THE MEDICATIONS WITHIN EACH DISEASE FUND ITS GRANT RECIPIENTS USE. THE DECISION AS TO WHICH MEDICATIONS ARE PRESCRIBED IS A MEDICAL JUDGMENT. FURTHER, THE FOUNDATION DOES NOT LIMIT THE PROVIDERS OR PHARMACIES ITS GRANT RECIPIENTS MAY USE TO OBTAIN THEIR MEDICATIONS.PUBLIC SUPPORT PERCENTAGE - THE FOUNDATION'S CUMULATIVE PUBLIC SUPPORT PERCENTAGE THROUGH DECEMBER 31, 2023 IS 32.14%, WHICH IS ABOVE THE MINIMUM AMOUNT AT WHICH FACTS AND CIRCUMSTANCES WILL BE CONSIDERED BY THE SERVICE IN DETERMINING THE FOUNDATION'S ONGOING QUALIFICATION AS A PUBLICLY SUPPORTED CHARITY. THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE HAS GENERALLY MAINTAINED AN UPWARD TRAJECTORY SINCE 2004, WITH A SMALL FLUCTUATION DOWN IN 2018; THE FACTS AND CIRCUMSTANCES RELATING TO THE FOUNDATION'S STRUCTURE AND OPERATIONS PRESENT AN EXCEPTIONALLY STRONG CASE IN SUPPORT OF ITS ONGOING CLASSIFICATION AS A PUBLIC CHARITY AND NOT AS A PRIVATE FOUNDATION. THESE FACTS AND CIRCUMSTANCES, WHICH ARE DISCUSSED IN MORE DETAIL LATER, INCLUDE THE FOLLOWING:1. THE FOUNDATION IS NOT CONTROLLED BY ITS CONTRIBUTORS AND HAS NO ENDOWMENT FUND, CHARACTERISTICS WHICH DISTINGUISH IT FROM VIRTUALLY ALL PRIVATE FOUNDATIONS.2. THE FOUNDATION'S BOARD REPRESENTS MANY DIVERSE ASPECTS OF THE HEALTH CARE COMMUNITY, DEMONSTRATING THE FOUNDATION'S COMMITMENT TO THE BROAD PUBLIC BENEFIT AND THE FOUNDATION'S COMMITMENT TO OPERATE AN OUTSTANDING ORGANIZATION THAT WILL ATTRACT FUTURE PUBLIC SUPPORT.3. THE FOUNDATION'S ACTIVITIES BROADLY BENEFIT THE GENERAL PUBLIC AS WELL AS OTHER CHARITABLE ORGANIZATIONS THAT ARE ATTEMPTING TO HELP PATIENTS COPE WITH A VARIETY OF ILLNESSES AND CONDITIONS.FACTS AND CIRCUMSTANCES SUPPORTING QUALIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION1. ATTRACTION OF PUBLIC SUPPORT. THE FOUNDATION'S POLICY IS TO ACCEPT CONTRIBUTIONS FROM DONORS AND TO DISBURSE THE CONTRIBUTIONS IN THE FORM OF GRANTS AS SOON AS PRACTICABLE. THE FOUNDATION DOES NOT HAVE AN ENDOWMENT FUND, AND ITS ABILITY TO FULFILL ITS FUTURE MISSION IS ENTIRELY DEPENDENT ON ITS ABILITY TO ATTRACT FUTURE SUPPORT FROM DONORS ON A CONTINUOUS BASIS. NONE OF THE FOUNDATION'S HISTORICAL SUBSTANTIAL CONTRIBUTORS HAVE PLEDGED OR OTHERWISE COMMITTED TO CONTINUE TO SUPPORT THE FOUNDATION IN FUTURE YEARS. THEREFORE, THE FOUNDATION MUST CONTINUALLY SEEK NEW DONORS TO SUSTAIN ITS FUNDS, AND IT HAS DONE SO. SPECIFICALLY:THE FOUNDATION EMPLOYS 234 PERSONS WHO, IN ADDITION TO THEIR PRIMARY TASKS, MAY ALSO WORK ON FUNDRAISING PROJECTS AS NEEDED.THE FOUNDATION'S CORPORATE CUMULATIVE DONOR BASE HAS INCREASED EACH YEAR FROM ONE CORPORATE DONOR IN 2004 TO 71 TOTAL CORPORATE DONORS IN ITS HISTORY.THE FOUNDATION'S CHIEF DEVELOPMENT OFFICER WORKS WITH THE PRESIDENT/CEO AND BOARD TO IDENTIFY AND PURSUE NEW CORPORATE FUNDRAISING OPPORTUNITIES.THE FOUNDATION'S CHIEF DEVELOPMENT OFFICER IDENTIFIES AND SECURES DONORS FOR THE FOUNDATION'S BROAD-BASED SPECIAL INITIATIVES, INCLUDING ITS CANCER-RELATED BEHAVIORAL HEALTH FUND AND EMERGENCY / MEDICAL WORKERS BEHAVIORAL HEALTH FUND.THE FOUNDATION'S SENIOR FOUNDATION PROGRAM OFFICER ALSO ENGAGES A LARGE NETWORK OF DISEASE-ALIGNED NON-PROFITS TO PROMOTE THE FOUNDATION PROGRAMS AND SPECIFIC DISEASE AREA FUNDS TO THEIR NETWORKS.THE FOUNDATION REGULARLY SOLICITS SUPPORT FROM PRIVATE INDIVIDUALS, WHICH HAS RESULTED IN DONATIONS FROM MORE THAN 80,200 INDIVIDUAL DONORS. 2. REPRESENTATIVE GOVERNING BODY. THE FOUNDATION'S BOARD CONSISTS ENTIRELY OF NATIONALLY RECOGNIZED HEALTH CARE EXPERTS WITH DEEP EXPERIENCE IN THE FIELDS OF HEALTH CARE ADMINISTRATION, CLINICAL PRACTICE AND RESEARCH, DIRECT PATIENT CARE, PATIENT ADVOCACY AND HEALTH LAW. THE COMPOSITION OF THE BOARD EXEMPLIFIES THE FOUNDATION'S COMMITMENT TO REPRESENT THE BROAD INTERESTS OF THE GENERAL PUBLIC AND TO OPERATE IN A MANNER THAT WILL ATTRACT ATTENTION - AND SUPPORT - FROM A BROAD RANGE OF POTENTIAL DONORS.GIVEN THEIR DIVERSE EXPERTISE, THE FOUNDATION'S BOARD MEMBERS BRING FORWARD A VARIETY OF IMPORTANT ISSUES TO ENCOURAGE DISCUSSION ABOUT HOW THE FOUNDATION'S PROGRAMS AND SERVICES WILL DIRECTLY IMPACT THE GENERAL PUBLIC. THEIR WIDE-RANGING OPINIONS HELP TO EXPAND THE FOUNDATION'S VIEWPOINT AND RESULT IN AN ORGANIZATION THAT CAN RESPOND SUCCESSFULLY TO IMPORTANT CHANGES IN THE HEALTH CARE ENVIRONMENT.SIGNIFICANTLY, NONE OF THE FOUNDATION'S BOARD MEMBERS ARE AFFILIATED WITH ANY CONTRIBUTOR TO THE FOUNDATION AND IT IS THE FOUNDATION'S STRICT POLICY THAT THERE NOT BE SUCH AFFILIATIONS. MOREOVER, NO CONTRIBUTOR HAS THE POWER TO APPOINT DIRECTORS TO THE FOUNDATION'S BOARD. IN THIS REGARD, THE FOUNDATION DIFFERS MARKEDLY FROM A PRIVATE FOUNDATION, WHERE THE GOVERNING BODY IS TYPICALLY COMPOSED OF SUBSTANTIAL CONTRIBUTORS AND/OR MEMBERS CHOSEN BY SUBSTANTIAL CONTRIBUTORS. 3. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES. THE FOUNDATION PUTS FORTH SIGNIFICANT EFFORTS TO MAKE THE AVAILABILITY OF ITS PROGRAMS AND SERVICES KNOWN TO THE GENERAL PUBLIC THROUGH AVENUES SUCH AS ITS WEBSITE (WWW.HEALTHWELLFOUNDATION.ORG), WHERE PATIENTS, PROVIDERS, PHARMACIES AND ADVOCATES CAN OBTAIN INFORMATION ON THE FOUNDATION'S PROGRAM, APPLY ONLINE AND, THROUGH INTERACTIVE PORTALS, MANAGE A PATIENT'S PORTFOLIO OF GRANTS (PROVIDERS AND PHARMACIES) OR MONITOR THEIR OWN GRANT (PATIENTS). THESE AVENUES ARE UPDATED CONTINUOUSLY AND MONITORED CLOSELY THROUGHOUT THE YEAR. THE FOUNDATION ENGAGES IN A WIDE RANGE OF PROMOTIONAL OUTREACH ACTIVITIES, INCLUDING MEDIA RELATIONS AND BI-MONTHLY REAL WORLD HEALTH CARE BLOG ACTIVITIES (HEALTHWELLFOUNDATION.ORG/REALWORLDHEALTHCARE) IN ADDITION TO TARGETED SOCIAL MEDIA CAMPAIGNS TO EDUCATE THE PUBLIC, PROVIDERS, PHARMACIES AND OTHER HEALTH-RELATED ORGANIZATIONS ABOUT ITS WORK. NEWS ABOUT THE FOUNDATION'S PROGRAMS REGULARLY APPEAR IN LOCAL AND NATIONAL PUBLICATIONS, INCLUDING MEDICAL JOURNALS, NEWSPAPERS, MAGAZINES, BLOGS AND HEALTH CARE WEBSITES. IN 2023, REPRESENTATIVES OF THE FOUNDATION WERE ABLE TO RESUME FULL PARTICIPATION AT NATIONAL AND LOCAL CONFERENCES INCLUDING THOSE OF SUCH ENTITIES AS ONCOLOGY NURSING SOCIETY, THE LIVER MEETING, AMERICAN SOCIETY OF CLINICAL ONCOLOGY, ASEMBIA SPECIALTY PHARMACY SUMMIT, HEALTHCARE ADVOCATE SUMMIT, AND AMERICAN SOCIETY OF HEMATOLOGY. ADDITIONALLY, WHEN THE FOUNDATION ESTABLISHES A NEW FUND WITH RESPECT TO A PARTICULAR DISEASE OR CONDITION, THE FOUNDATION:- IDENTIFIES KEY NATIONAL PATIENT SUPPORT AND HEALTH CARE ORGANIZATIONS THAT ARE ABLE TO REACH OUT TO PATIENTS IN THE NEW FUND AREA.- IDENTIFIES APPROPRIATE CONTACTS IN EACH ORGANIZATION THAT FOCUS ON PATIENT ADVOCACY AND/OR REIMBURSEMENT ISSUES. - INVITES THESE ORGANIZATIONS TO EDUCATE PATIENTS, PROVIDERS, ADVOCATES AND THEIR BROADER NETWORKS ABOUT THE FOUNDATION'S PROGRAMS BY POSTING A LINK TO WWW.HEALTHWELLFOUNDATION.ORG ON THEIR WEBSITES, PROMOTING VIA SOCIAL MEDIA AND/OR INCLUDING INFORMATION ABOUT THE FOUNDATION'S SERVICES IN THEIR MARKETING AND EDUCATIONAL MATERIALS AS WELL AS THEIR WEBINARS AND CONFERENCES. - ISSUES A PRESS RELEASE TO ANNOUNCE A NEW FUND TO THE MEDIA, PATIENT ADVOCACY GROUPS AND THE BROADER HEALTH CARE COMMUNITY.- REACHES OUT TO PROSPECTIVE DONORS TO SOLICIT ADDITIONAL SUPPORT FOR THE DISEASE AREA.- PROMOTES THE NEW FUND IN ITS NEWSLETTER, "THE PULSE," WHICH REACHES APPROXIMATELY 156,000 INDIVIDUALS FOUR TIMES A YEAR, AND THROUGH SOCIAL MEDIA. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: | FormAndLineReferenceDesc |
| Explanation | CONCLUSION IN SUMMARY, THE HEALTHWELL FOUNDATION HAS THE CHARACTERISTICS OF A "PUBLICLY SUPPORTED ORGANIZATION, BASED ON THE FACTS AND CIRCUMSTANCES TEST DESCRIBED IN SECTION 1.170A-9(E)(3) OF THE TREASURY REGULATIONS. SPECIFICALLY, A SMALL NUMBER OF DONORS DO NOT CONTROL HEALTHWELL; RATHER HEALTHWELL IS A GROWING INSTITUTION THAT BEARS MANY OF THE INDICIA OF A "PUBLICLY SUPPORTED ORGANIZATION, INCLUDING PUBLIC SUPPORT FROM A WIDE CROSS-SECTION OF DONORS WITH A REPRESENTATIVE GOVERNING BODY. MOREOVER, HEALTHWELL IS CONTINUING TO SEEK NEW SOURCES OF SUPPORT FROM THE GENERAL PUBLIC AS WELL AS OTHER ORGANIZATIONS. ACCORDINGLY, THE FOUNDATION QUALIFIES AS A "PUBLICLY SUPPORTED ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(VI). | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $121,560 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,594 | DepreciationAmt |
| Book Value | $46,966 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $574,896 | OtherCostOrOtherBasisAmt |
| Depreciation | $497,711 | DepreciationAmt |
| Book Value | $77,185 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,872,535 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,478,782 | DepreciationAmt |
| Book Value | $393,753 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $517,904 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COPAYMENTS AND PREMIUM ASSISTANCE PAYABLE | $7,093,237 |
| LEASE LIABILITY | $5,980,868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $13,074,105 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $769,757,932 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $27,659,762 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $27,659,762 | RevenueNotReportedAmt |
| Revenue Subtotal | $742,098,170 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $266,048 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $266,048 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $742,364,218 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $721,223,333 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $721,223,333 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $266,048 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,449 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $276,497 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $721,499,830 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RETURNED GRANTS 10,449. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AB DATA GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 A B DATA DRIVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $1,503,383 | GrossReceiptsAmt |
| Retained By Contractor | $423,341 | RetainedByContractorAmt |
| Net To Organization | $1,080,042 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,503,383 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $423,341 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,080,042 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | HEALTHWELL IS RESPONSIBLE FOR ALL COSTS OF PAPER, BINDERY, PRINTING, LIST RENTALS, LIST PURCHASES, LETTERSHOP, COMPUTER SERVICES, POSTAGE COSTS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (64 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| MULTIPLE MYELOMA - MEDICARE ACCESS | 29383 | $169,322,492 |
| RENAL CELL CARCINOMA - MEDICARE ACCESS | 9547 | $56,929,150 |
| HYPERCHOLESTEROLEMIA - MEDICARE ACCESS | 52454 | $54,622,815 |
| HEPATITIS C | 8927 | $48,404,470 |
| TARDIVE DYSKINESIA - MEDICARE ACCESS | 8241 | $38,803,600 |
| PROSTATE CANCER - MEDICARE ACCESS | 10558 | $34,151,624 |
| PULMONARY HYPERTENSION - MEDICARE ACCESS | 6066 | $32,830,128 |
| CARDIOMYOPATHY - MEDICARE ACCESS | 17640 | $31,000,288 |
| CHRONIC LYMPHOCYTIC LEUKEMIA | 7657 | $30,490,105 |
| ACUTE MYELOID LEUKEMIA | 7180 | $25,088,080 |
| CYSTIC FIBROSIS TREATMENTS | 7655 | $21,691,498 |
| PULMONARY FIBROSIS | 4167 | $21,063,910 |
| MYELODYSPLASTIC SYNDROMES - MEDICARE ACCESS | 5420 | $19,853,002 |
| NEUROCOGNITIVE DISEASE WITH PSYCHOSIS - MEDICARE ACCESS | 5991 | $19,823,178 |
| AMYOTROPHIC LATERAL SCLEROSIS | 3226 | $18,871,854 |
| BREAST CANCER - MEDICARE ACCESS | 2448 | $12,195,432 |
| MULTIPLE SCLEROSIS - MEDICARE ACCESS | 1367 | $6,159,570 |
| PEYRONIE'S DISEASE | 1723 | $4,900,361 |
| CYSTIC FIBROSIS VITAMINS AND SUPPLEMENTS | 8827 | $4,890,144 |
| MANTLE CELL LYMPHOMA | 1069 | $4,825,026 |
| CONGENITAL SUCRASE-ISOMALTASE DEFICIENCY | 1168 | $4,563,781 |
| PEDIATRIC ASSISTANCE | 2305 | $3,970,929 |
| DUPUYTREN'S DISEASE | 2294 | $3,777,799 |
| AMYLOIDOSIS | 578 | $2,979,901 |
| GOUT - MEDICARE ACCESS | 1237 | $2,443,201 |
| NON-SMALL CELL LUNG CANCER - MEDICARE ACCESS | 691 | $2,261,065 |
| NON-HODGKIN'S LYMPHOMA - MEDICARE ACCESS | 486 | $2,149,795 |
| SMALL CELL LUNG CANCER - MEDICARE ACCESS | 703 | $2,131,525 |
| SYSTEMIC SCLEROSIS WITH INTERSTITIAL LUNG DISEASE | 352 | $1,671,186 |
| WALDENSTROM MACROGLOBULINEMIA | 297 | $1,360,658 |
| URTICARIA | 576 | $1,357,771 |
| SICKLE CELL DISEASE | 369 | $1,152,303 |
| TYPE 2 DIABETES | 1266 | $851,853 |
| MELANOMA - MEDICARE ACCESS | 150 | $819,030 |
| COLORECTAL CARCINOMA - MEDICARE ACCESS | 377 | $698,131 |
| CUSHING'S DISEASE | 231 | $664,437 |
| PANCREATIC CANCER - MEDICARE ACCESS | 401 | $647,575 |
| POST MENOPAUSAL OSTEOPOROSIS - MEDICARE ACCESS | 1632 | $621,504 |
| IGA NEPHROPATHY | 131 | $615,336 |
| BLEPHARITIS | 899 | $614,942 |
| LAMBERT-EATON MYASTHENIC SYNDROME | 120 | $612,390 |
| GIANT CELL ARTERITIS OR TEMPORAL ARTERITIS - MEDICARE ACCESS | 156 | $517,809 |
| CHRONIC MYELOID LEUKEMIA - MEDICARE ACCESS | 109 | $442,734 |
| BLADDER AND UROTHELIAL CANCER - MEDICARE ACCESS | 154 | $386,788 |
| AAV & GPA | $358,155 | |
| HEALTH ACCESS | $350,993 | |
| BONE METASTASES - MEDICARE ACCESS | 168 | $191,054 |
| B-CELL LYMPHOMA - MEDICARE ACCESS | 95 | $149,892 |
| ANCA-ASSOC VASCULITIS, AND GRANULOMATOSIS WITH POLYANGIITIS (FORMERLY WEGENERS) | 140 | $133,385 |
| NONTUBERCULOUS MYCOBACTERIUM - MEDICARE ACCESS | 119 | $111,308 |
| CANCER-RELATED BEHAVIORAL HEALTH | 125 | $85,839 |
| CHEMOTHERAPY INDUCED NEUTROPENIA - MEDICARE ACCESS | 77 | $78,399 |
| OVARIAN CANCER - MEDICARE ACCESS | 43 | $64,138 |
| PORPHYRIAS | 19 | $53,642 |
| HEAD AND NECK CANCER - MEDICARE ACCESS | 20 | $49,149 |
| COVID-19 FRONTLINE HEALTH CARE WORKERS BEHAVIORAL HEALTH | 53 | $35,937 |
| GASTRIC CANCER - MEDICARE ACCESS | 17 | $33,923 |
| HYPEROXALURIA | 19 | $23,585 |
| HOMOCYSTINURIA | 11 | $17,996 |
| GOUT TRAVEL FUND | 24 | $15,125 |
| UREA CYCLE DISORDERS | 6 | $14,638 |
| ACROMEGALY | 5 | $14,179 |
| WILMS' TUMOR | 1 | $2,761 |
| ALAGILLE SYNDROME VITAMINS AND SUPPLEMENTS | 4 | $2,386 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH PATIENT SEEKING ASSISTANCE IS SCREENED FOR ELIGIBILITY EITHER BY A SPECIALIST THROUGH THE FOUNDATION HOTLINE OR THROUGH THE FOUNDATION'S ONLINE APPLICATION TOOL. CRITERIA ARE STATIC ACROSS ALL OF THE FOUNDATION FUNDS: DEPENDING ON THE PARTICULAR FUND FROM WHICH THE GRANT ISSUES, THE PATIENT'S HOUSEHOLD INCOME MAY BE UP TO 505% OF THE FEDERAL POVERTY LEVEL, ADJUSTED FOR HOUSEHOLD SIZE AND HIGH COST OF LIVING AREAS; THE PATIENT MUST HAVE A DIAGNOSIS THAT THE FOUNDATION CURRENTLY SUPPORTS; THE PATIENT MUST HAVE INSURANCE COVERAGE FOR THE TREATMENT FOR WHICH THEY ARE SEEKING ASSISTANCE; THAT TREATMENT MUST BE AN ELIGIBLE TREATMENT UNDER THE HEALTHWELL FUND; AND THE TREATMENT MUST BE DISPENSED IN THE UNITED STATES. IN ADDITION, DURING THE APPROVAL PROCESS, A SOFT CREDIT CHECK IS RUN ON THE APPLICANT TO DETERMINE THAT THEY MEET THE INCOME REQUIREMENTS FOR THE PROGRAM. IF THE SOFT CREDIT CHECK DOES NOT RETURN A SATISFACTORY RESULT, THE PATIENT IS REQUIRED TO SUBMIT A FULL INCOME DOCUMENT REVIEW IN ORDER TO RECEIVE ASSISTANCE THROUGH THE PROGRAM. OTHERWISE, PATIENTS ARE APPROVED IF ALL CRITERIA ARE MET DURING SCREENING. PATIENTS RECEIVE A PHARMACY CARD TO USE AT THE LOCAL RETAIL PHARMACY, THROUGH MAIL ORDER PHARMACY, OR THROUGH SPECIALTY PHARMACY. THE PHARMACY CARD CANNOT BE USED FOR PRIMARY PAYMENT AND PROVIDES ELECTRONIC POINT OF SALE REIMBURSEMENT FOR THE PHARMACY. IN CASES WHERE THE PHARMACY CARD CANNOT BE USED, THE FOUNDATION REQUIRES THE SUBMISSION OF A COMPLETED REIMBURSEMENT REQUEST FORM ALONG WITH ADDITIONAL INFORMATION AS OUTLINED ON THE FORM. UPON RECEIPT, THE REQUEST IS REVIEWED: A FOUNDATION PAYMENT SPECIALIST ENTERS THE RECEIVED INFORMATION INTO THE SYSTEM AND THE SYSTEM VALIDATES THE DATE OF SERVICE, AN INSURER PAID FIRST, THE PRODUCT IS AN ELIGIBLE TREATMENT UNDER THE HEALTHWELL FUND, AND THE PATIENT HAS AN ACTIVE, FULLY APPROVED GRANT. ONLY IF ALL SYSTEMATIC CHECKS PASS, THE PAYMENT SPECIALIST PROCESSES THE PAYMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRISTA ZODET | ||||||||||||||
| PRESIDENT & CEO | $369,804 | $0 | $0 | $0 | $0 | $0 | $21,599 | $0 | $3,814 | $0 | $395,217 | $0 | $0 | $0 |
| ALAN KLEIN | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $286,870 | $0 | $61,152 | $0 | $0 | $0 | $22,979 | $0 | $2,724 | $0 | $373,725 | $0 | $0 | $0 |
| FRED ASIEDU LARBI | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $227,166 | $0 | $22,460 | $0 | $0 | $0 | $17,457 | $0 | $42,110 | $0 | $309,193 | $0 | $0 | $0 |
| SHELA HALPER | ||||||||||||||
| CHIEF FOUNDATION PROGRAM OFFICER | $224,188 | $0 | $22,170 | $0 | $0 | $0 | $16,026 | $0 | $21,300 | $0 | $283,684 | $0 | $0 | $0 |
| ERICA MATA | ||||||||||||||
| DIRECTOR, OPERATIONS | $140,292 | $0 | $17,078 | $0 | $0 | $0 | $10,860 | $0 | $49,295 | $0 | $217,525 | $0 | $0 | $0 |
| TIMOTHY VAWTER | ||||||||||||||
| ASSOCIATE DIRECTOR, INFO. TECH. | $134,360 | $0 | $13,465 | $0 | $0 | $0 | $10,754 | $0 | $29,414 | $0 | $187,993 | $0 | $0 | $0 |
| CESAR MARTINEZ | ||||||||||||||
| DIRECTOR, ARCHITECT SOLUTIONS | $134,978 | $0 | $13,155 | $0 | $0 | $0 | $10,500 | $0 | $27,982 | $0 | $186,615 | $0 | $0 | $0 |
| VIRGINIA DUNN | ||||||||||||||
| DIRECTOR, COMM, AND MKTG | $126,659 | $0 | $13,776 | $0 | $0 | $0 | $9,988 | $0 | $31,311 | $0 | $181,734 | $0 | $0 | $0 |
| LORI MARTIN | ||||||||||||||
| DIRECTOR, HUMAN RESOURCES | $125,781 | $0 | $13,000 | $0 | $0 | $0 | $8,178 | $0 | $33,775 | $0 | $180,734 | $0 | $0 | $0 |
| COLLIN ALEXANDER CHIEF | ||||||||||||||
| FINANCIAL OFFICER THRU 6/23 | $144,359 | $0 | $0 | $0 | $0 | $0 | $8,689 | $0 | $19,641 | $0 | $172,689 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | DATE OF LAST STUDY 12/31/2022 |
| PART I, LINE 7 | ALL BONUS PAYMENTS RECEIVED BY OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES LISTED IN FORM 990, PART VII ARE BASED ON AN APPRAISAL OF THEIR PERFORMANCE. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLLIN ALEXANDER | PersonNm |
| Relationship With Org | OFFICER | RelationshipWithOrgTxt |
| Loan Purpose | EMPLOYEE LOAN | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $3,220 | OriginalPrincipalAmt |
| Balance Due | $3,220 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | 0 | BoardOrCommitteeApprovalInd |
| Written Agreement | 0 | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $3,220 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L PART II | THE LOAN REFERENCED ON SCHEDULE L WAS MADE IN 2023 IN CONNECTION WITH AN EMPLOYEE BENEFIT PROGRAM, AND IS IN THE PROCESS OF CORRECTION. IN ADDITION, A SMALL LOAN TO THE SAME INTERESTED PERSON WAS MADE UNDER THE PROGRAM IN 2022, AND THAT LOAN WAS CORRECTED IN 2023. |
| FORM 990, PART VI, SECTION B, LINE 11B | UPON COMPLETION OF THE INTERNAL REVIEWS, THE FOUNDATION'S FINANCE DEPARTMENT PROVIDES EACH BOARD MEMBER A COPY FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. ONCE THE BOARD HAS REVIEWED AND APPROVED THE FILING, THE BOARD CHAIR AUTHORIZES THE FEDERAL FORM 990 TO BE E-FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION'S PRESIDENT & CHIEF EXECUTIVE OFFICER AND THE CHIEF COMPLIANCE OFFICER WORK TOGETHER TO ENSURE ADHERENCE TO THE FOUNDATION'S COMPLIANCE PROGRAM. INCLUDED IN THIS COMPLIANCE PROGRAM ARE THE FOLLOWING ELEMENTS: STAFF AND BOARD OF DIRECTORS ARE REQUIRED TO FOLLOW A CODE OF CONDUCT; STAFF MUST SIGN A CONFIDENTIALITY AGREEMENT UPON HIRE; MEMBERS OF THE BOARD OF DIRECTORS AND SENIOR STAFF MUST SIGN A CONFLICT OF INTEREST DISCLOSURE ANNUALLY (BOARD MEMBERS THAT ARE DEEMED TO HAVE A CONFLICT OF INTEREST BASED ON THIS DISCLOSURE ARE RECUSED FROM PARTICIPATING IN A VOTE WITHIN THAT AREA OF CONFLICT); AND SENIOR STAFF AND BOARD ALSO ATTEST TO UNDERSTANDING AND ADHERING TO THE POLICIES AND PRACTICES OF THE HEALTHWELL FOUNDATION. THE SENIOR STAFF AND BOARD CANNOT REFER PATIENTS TO APPLY FOR ASSISTANCE FROM THE FOUNDATION, OR RECOMMEND A PARTICULAR PROVIDER, SUPPLIER, OR PRODUCT FOR AN APPLICANT OR PATIENT, OR DISCLOSE THE IDENTITY OF ANY PROGRAM DONOR. THE CHIEF COMPLIANCE OFFICER PROVIDES ANNUAL COMPLIANCE TRAINING TO THE BOARD AND CORPORATE STAFF; THE PRESIDENT AND CHIEF EXECUTIVE OFFICER PROVIDES ANNUAL COMPLIANCE TRAINING TO THE CONTACT CENTER STAFF. |
| FORM 990, PART VI, SECTION B, LINE 15 | HEALTHWELL BOARD OF DIRECTORS CONDUCTED A COMPENSATION REVIEW IN 2021 FOR THE PRESIDENT. THE BOARD ENGAGED AN INDEPENDENT CONSULTANT, MARSH MCLENNAN, TO CONDUCT THE ANALYSIS. THE BOARD CHAIR, TREASURER, AND A BOARD DIRECTOR REVIEWED AND APPROVED THE PRESIDENT'S COMPENSATION. HEALTHWELL ENGAGED MARSH MCLENNAN TO CONDUCT A COMPENSATION REVIEW FOR ALL POSITIONS AT HEALTHWELL BASED ON UPDATED JOB DESCRIPTIONS IN 2022 (THE LAST PRIOR ONE WAS UNDERTAKEN IN 2018). THE BOARD CHAIR, TREASURER, A BOARD DIRECTOR, AND THE PRESIDENT & CHIEF EXECUTIVE OFFICER REVIEWED AND APPROVED ALL COMPENSATION FOR THE REMAINING FOUNDATION STAFF. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND THE FEDERAL FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FEDERAL FORM 990, THE FOUNDATION'S FINANCIALS, AND ANNUAL REPORT ARE ALSO AVAILABLE AT WWW.HEALTHWELLFOUNDATION.ORG. |
| FORM 990, PART XI, LINE 9: | GRANT REFUND 10,449. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HWF DIRECT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5280 CORPORATE DRIVE SUITE 250B | AddressLine1Txt |
| City | FREDERICK | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832192839 | EIN |
| Primary Activities | CONTACT CENTER | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $16,522,745 | TotalIncomeAmt |
| End Of Year Assets | $65,303,939 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHWELL FOUNDATION | BusinessNameLine1Txt |
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