HEALTHWELL FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHWELL FOUNDATION (EIN 20-0413676)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-06
- IRS object ID
- 202542799349300339
- Schema version
- 2024v5.2
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-06T13:02:55-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TOWER CENTER BLVD 14TH FL | AddressLine1Txt |
| City | EAST BRUNSWICK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08816 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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) |
|---|---|---|
| In Care Of | % DAVID L KNOWLTON | InCareOfNm |
| Business Name Control | HEAL | BusinessNameControlTxt |
| Phone | 2406325305 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20440 Century Boulevard Suite 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 | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Devin Desmond | PreparerPersonNm |
| PTIN | P01262203 | PTIN |
| Phone | 7328281614 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 Boulevard250 | AddressLine1Txt |
| City | Germantown | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20874 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $934,972,611 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | To reduce financial barriers to care for underinsured patients with chronic or life-altering diseases. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 296 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $730,901,028 | PYContributionsGrantsAmt |
| CY Contributions Grants | $886,965,654 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,198 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,430,992 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,453,225 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $82,687 | CYOtherRevenueAmt |
| PY Total Revenue | $742,364,218 | PYTotalRevenueAmt |
| CY Total Revenue | $911,501,566 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $695,015,656 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $570,236,144 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,608,580 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,272,549 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $423,341 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,498,297 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,452,253 | PYOtherExpensesAmt |
| CY Other Expenses | $8,704,551 | CYOtherExpensesAmt |
| PY Total Expenses | $721,499,830 | PYTotalExpensesAmt |
| CY Total Expenses | $603,213,244 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,864,388 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $308,288,322 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $637,832,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $918,189,028 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $81,556,071 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,209,550 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $556,276,700 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $875,979,478 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To ensure that no patient goes without health care because they cannot afford it. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $594,111,911 | ExpenseAmt |
| Grant | $570,236,144 | GrantAmt |
| Desc | The HealthWell Foundation is a leading independent non-profit dedicated to improving access to health care for America's underinsured. When health insurance is not enough, we fill the gap by assisting with copays, premiums, deductibles and out-of-pocket expenses. In 2024, we awarded more than $1.2 billion in grants through our Disease Funds, and since 2004 we have helped more than 1,100,000 patients afford essential treatments and medications. HealthWell is recognized as one of America's most efficient charities - 100 percent of every dollar donated goes directly to patient grants and services. We provide financial assistance to help with: Prescription copays Health insurance premiums, deductibles and coinsurance Pediatric treatment costs Travel costs Behavioral health services | Desc |
| Total Program Service Expenses | $594,111,911 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 296 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | 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 | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | 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 | 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 | 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 | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | 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 | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID L KNOWLTON | PersonNm |
| 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 (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Alan Klein term 1224 | ||||||||
| Chief Development Officer | 40.0 | 0.0 | Yes (X) | $354,216 | $0 | $30,888 | ||
| Richa Dahiya | ||||||||
| Chief Financial Officer | 40.0 | 0.0 | Yes (X) | $277,883 | $0 | $48,753 | ||
| Fred Asiedu Larbi | ||||||||
| Chief Operations Officer | 40.0 | 0.0 | Yes (X) | $256,088 | $0 | $65,932 | ||
| Shela Halper | ||||||||
| Chief Foundation Prog. Officer | 40.0 | 0.0 | Yes (X) | $253,727 | $0 | $45,270 | ||
| Krista Zodet Term 224 | ||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | $256,452 | $0 | $3,949 | ||
| David L Knowlton | ||||||||
| Board Chair and Interim CEO | 40.0 | 0.0 | Yes (X) | $247,638 | $0 | $0 | Yes (X) | |
| Erica Mata | ||||||||
| Director of operations | 40.0 | 0.0 | $164,166 | $0 | $66,110 | Yes (X) | ||
| Virginia Dunn | ||||||||
| Mktg & Comms. Director | 40.0 | 0.0 | $156,469 | $0 | $48,538 | Yes (X) | ||
| Cesar Martinez | ||||||||
| Dir. of Architect Svcs. | 40.0 | 0.0 | $155,862 | $0 | $45,114 | Yes (X) | ||
| Tim Vawter | ||||||||
| Associate director, IT | 40.0 | 0.0 | $154,017 | $0 | $46,792 | Yes (X) | ||
| Nicholas Borsuk | ||||||||
| Compliance Director | 40.0 | 0.0 | $148,300 | $0 | $41,864 | Yes (X) | ||
| Robert D Moroni | ||||||||
| Vice Chair & Treasurer | 40.0 | 0.0 | Yes (X) | $99,875 | $0 | $0 | Yes (X) | |
| Stephen M Weiner | ||||||||
| Board Member & CCO | 40.0 | 0.0 | Yes (X) | $90,788 | $0 | $0 | Yes (X) | |
| Michael S Heimall | ||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | $58,123 | $0 | $342 | ||
| Don Liss | ||||||||
| Board member | 1.0 | 0.0 | $54,313 | $0 | $0 | Yes (X) | ||
| Nancy Carteron | ||||||||
| Board member | 1.0 | 0.0 | $34,250 | $0 | $0 | Yes (X) | ||
| Cathleen Bennett | ||||||||
| Board Member | 1.0 | 0.0 | $27,500 | $0 | $0 | Yes (X) | ||
| Suzanne S Miller | ||||||||
| Vice Chair & Secretary | 40.0 | 0.0 | Yes (X) | $27,000 | $0 | $0 | Yes (X) | |
| Jerri Scarzella | ||||||||
| Board member | 1.0 | 0.0 | $27,000 | $0 | $0 | Yes (X) | ||
| Kenneth Moritsugu | ||||||||
| Board member | 1.0 | 0.0 | $9,000 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,852,667 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $443,552 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PDMI | |||||
| 8530 Crossroads Dr | POLAND | OH | 44514 | claims processing | $814,066 |
| SALESFORCEORG | |||||
| 415 Mission St 3rd Floor | SAN FRANCISCO | CA | 94105 | grants management | $691,254 |
| Vonage Business Inc | |||||
| 101 Crawfords Corner Rd | HOLMDEL | NJ | 07733 | telecom services | $568,570 |
| AB DATA | |||||
| 600 AB Data Drive | MILWAUKEE | WI | 53217 | direct mail | $348,085 |
| ClarkLaw | |||||
| 777 7th St NW | WASHINGTON | DC | 20001 | legal advisor | $301,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $886,965,654 | AllOtherContributionsAmt |
| Total Contributions | $886,965,654 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,809,432 | TotalRevenueColumnAmt |
| Exclusion | $23,809,432 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,114,838 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,471,045 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $643,793 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $643,793 | TotalRevenueColumnAmt |
| Exclusion | $643,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $82,687 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,687 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $82,687 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $911,501,566 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $82,687 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $24,453,225 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $570,236,144 | TotalAmt |
| Program Services | $570,236,144 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,324,111 | TotalAmt |
| Program Services | $1,174,067 | ProgramServicesAmt |
| Management And General | $1,080,827 | ManagementAndGeneralAmt |
| Fundraising | $69,217 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,094,526 | TotalAmt |
| Program Services | $13,316,457 | ProgramServicesAmt |
| Management And General | $2,286,761 | ManagementAndGeneralAmt |
| Fundraising | $491,308 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,663 | TotalAmt |
| Program Services | $530,187 | ProgramServicesAmt |
| Management And General | $88,635 | ManagementAndGeneralAmt |
| Fundraising | $19,841 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,819,997 | TotalAmt |
| Program Services | $3,179,585 | ProgramServicesAmt |
| Management And General | $530,145 | ManagementAndGeneralAmt |
| Fundraising | $110,267 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,395,252 | TotalAmt |
| Program Services | $1,161,342 | ProgramServicesAmt |
| Management And General | $193,635 | ManagementAndGeneralAmt |
| Fundraising | $40,275 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,706 | TotalAmt |
| Management And General | $515,706 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,544 | TotalAmt |
| Management And General | $315,544 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,111,129 | TotalAmt |
| Program Services | $1,476,048 | ProgramServicesAmt |
| Management And General | $1,137,662 | ManagementAndGeneralAmt |
| Fundraising | $497,419 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,161 | TotalAmt |
| Program Services | $1,603 | ProgramServicesAmt |
| Management And General | $126,765 | ManagementAndGeneralAmt |
| Fundraising | $4,793 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,506,866 | TotalAmt |
| Program Services | $1,288,416 | ProgramServicesAmt |
| Management And General | $183,310 | ManagementAndGeneralAmt |
| Fundraising | $35,140 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $998,658 | TotalAmt |
| Program Services | $637,131 | ProgramServicesAmt |
| Management And General | $309,200 | ManagementAndGeneralAmt |
| Fundraising | $52,327 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,012,471 | TotalAmt |
| Program Services | $839,882 | ProgramServicesAmt |
| Management And General | $150,250 | ManagementAndGeneralAmt |
| Fundraising | $22,339 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,004 | TotalAmt |
| Program Services | $25,330 | ProgramServicesAmt |
| Management And General | $137,451 | ManagementAndGeneralAmt |
| Fundraising | $61,223 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,664 | TotalAmt |
| Program Services | $124,390 | ProgramServicesAmt |
| Management And General | $270,708 | ManagementAndGeneralAmt |
| Fundraising | $82,566 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,348 | TotalAmt |
| Program Services | $121,329 | ProgramServicesAmt |
| Management And General | $56,437 | ManagementAndGeneralAmt |
| Fundraising | $11,582 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPONSORSHIP | Desc |
| Total | $220,000 | TotalAmt |
| Management And General | $220,000 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,213,244 | TotalAmt |
| Program Services | $594,111,911 | ProgramServicesAmt |
| Management And General | $7,603,036 | ManagementAndGeneralAmt |
| Fundraising | $1,498,297 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,443,198 | BOYAmt |
| EOY | $255,907,403 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,704,265 | BOYAmt |
| EOY | $134,054,552 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,753,671 | BOYAmt |
| EOY | $112,765,994 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,522 | BOYAmt |
| EOY | $97,075 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,220 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,919 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $807,955 | BOYAmt |
| EOY | $699,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,694,964 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,239,123 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $517,904 | BOYAmt |
| EOY | $455,841 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,722,305 | BOYAmt |
| EOY | $409,025,472 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $212,813 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,300 | BOYAmt |
| EOY | $1,300 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,794,512 | BOYAmt |
| EOY | $4,968,844 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,832,771 | BOYAmt |
| EOY | $918,189,028 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,481,966 | BOYAmt |
| EOY | $29,995,460 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,074,105 | BOYAmt |
| EOY | $12,214,090 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,556,071 | BOYAmt |
| EOY | $42,209,550 | 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 | $37,685,821 | BOYAmt |
| EOY | $65,114,242 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,590,879 | BOYAmt |
| EOY | $810,865,236 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $556,276,700 | BOYAmt |
| EOY | $875,979,478 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,832,771 | BOYAmt |
| EOY | $918,189,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $308,288,322 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,406,588 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,868 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $546,256,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $538,184,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $678,100,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $730,901,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $886,965,654 | CurrentTaxYearAmt |
| Total | $3,380,408,572 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $546,256,983 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $538,184,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $678,100,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $730,901,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $886,965,654 | CurrentTaxYearAmt |
| Total | $3,380,408,572 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,158,586,490 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,221,822,082 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,417,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,540,057 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,753,813 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,272,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,809,432 | CurrentTaxYearAmt |
| Total | $64,792,889 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,687 | CurrentTaxYearAmt |
| Total | $82,687 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,445,284,148 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $34,998 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.35464 | PublicSupportCY170Pct |
| Public Support PY170 | 0.32140 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $138,411 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,055 | DepreciationAmt |
| Book Value | $46,356 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,973,406 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,726,634 | DepreciationAmt |
| Book Value | $246,772 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $583,147 | OtherCostOrOtherBasisAmt |
| Depreciation | $420,434 | DepreciationAmt |
| Book Value | $162,713 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $455,841 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $5,144,574 |
| IBNR PAYABLE | $7,069,516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,214,090 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $922,592,610 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,406,588 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $11,406,588 | RevenueNotReportedAmt |
| Revenue Subtotal | $911,186,022 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $315,544 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $315,544 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $911,501,566 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $602,889,832 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $602,889,832 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $315,544 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $7,868 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $323,412 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $603,213,244 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2 | The Foundation recognizes the tax benefit from an uncertain tax position only if it is "more likely than not" that the tax position would be sustained on examination by the taxing authorities, based upon the technical merits of the position. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized upon examination. Interest and penalties related to unrecognized tax benefits are classified as income tax expense. The Foundation is exempt from federal income tax under Section 501(c)(3) of the United States Internal Revenue Code and exempt from state income taxes under state law, and no provision for such income tax has been reflected in the accompanying financial statements. The Foundation has evaluated uncertain tax positions with respect to its operations and concluded there are no such positions at December 31, 2024. The Foundation did not recognize any tax-related interest or penalties during the period presented in these financial statements. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS | RETURNED GRANTS of $7,868. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AB Data Group | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 AB 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 | false | FundraiserControlOfFundsInd |
| Gross Receipts | $1,761,802 | GrossReceiptsAmt |
| Retained By Contractor | $471,881 | RetainedByContractorAmt |
| Net To Organization | $1,289,921 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,761,802 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $471,881 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,289,921 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS | (I) NAME OF FUNDRAISER: A.B. DATA GROUP (I) ADDRESS OF FUNDRAISER: 600 A B DATA DRIVE, MILWAUKEE, WI 53217 |
| PART I, LINE 2B, COLUMN (V) | HEALTHWELL IS RESPONSIBLE FOR ALL COSTS OF PAPER, BINDERY, PRINTING, LIST RENTALS, LIST PURCHASES, LETTERSHOP, COMPUTER SERVICES, POSTAGE COSTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (64 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Multiple Myeloma - Medicare Access | 36637 | $142,156,347 |
| Hypercholesterolemia - Medicare Access | 71619 | $77,390,431 |
| Cardiomyopathy - Medicare Access | 38629 | $63,384,381 |
| Neurocognitive Disease with Psychosis - Medicare A | 9498 | $27,393,286 |
| Chronic Lymphocytic Leukemia | 9648 | $26,375,477 |
| Tardive Dyskinesia - Medicare Access | 9508 | $25,853,669 |
| Renal Cell Carcinoma - Medicare Access | 8189 | $25,322,626 |
| Myelodysplastic Syndromes - Medicare Access | 7890 | $21,730,137 |
| Blepharitis | 31668 | $21,546,225 |
| Hepatitis C | 4049 | $19,506,100 |
| Cystic Fibrosis Treatments | 7539 | $19,404,178 |
| Pulmonary Hypertension - Medicare Access | 7174 | $18,072,522 |
| Acute Myeloid Leukemia | 5856 | $13,965,397 |
| Prostate Cancer - Medicare Access | 7055 | $13,267,538 |
| Pulmonary Fibrosis | 3483 | $8,469,850 |
| Amyotrophic Lateral Sclerosis | 2940 | $8,322,339 |
| Breast Cancer - Medicare Access | 2854 | $7,256,899 |
| Cystic Fibrosis Vitamins and Supplements | 9095 | $5,491,327 |
| Mantle Cell Lymphoma | 1840 | $5,342,892 |
| Congenital Sucrase-Isomaltase Deficiency | 1595 | $4,301,231 |
| Dupuytren's Disease | 2347 | $4,031,791 |
| B-Cell Lymphoma - Medicare Access | 1329 | $3,745,908 |
| Peyronie's Disease | 1442 | $3,602,674 |
| Multiple Sclerosis - Medicare Access | 1091 | $2,877,230 |
| Systemic Sclerosis with Interstitial Lung Disease | 1014 | $2,867,085 |
| Cushing's Disease | 993 | $2,477,928 |
| Gout - Medicare Access | 1142 | $2,402,723 |
| Waldenstrom Macroglobulinemia | 728 | $2,005,623 |
| Small Cell Lung Cancer - Medicare Access | 617 | $1,997,690 |
| Amyloidosis | 784 | $1,685,713 |
| Metabolic Dysfunction-Associated Steatohepatitis | 733 | $1,529,768 |
| Urticaria | 577 | $1,296,601 |
| Type 2 Diabetes | 2145 | $1,231,589 |
| Ovarian Cancer - Medicare Access | 559 | $1,146,844 |
| Giant Cell Arteritis or Temporal Arteritis - Medic | 322 | $813,486 |
| Non-Small Cell Lung Cancer - Medicare Access | 273 | $702,766 |
| Colorectal Carcinoma - Medicare Access | 369 | $634,498 |
| Pancreatic Cancer - Medicare Access | 370 | $605,497 |
| IgA Nephropathy | 197 | $459,311 |
| Schizophrenia - Medicare Access | 232 | $309,429 |
| Chronic Obstructive Pulmonary Disease - Medicare A | 197 | $295,170 |
| Chronic Myeloid Leukemia - Medicare Access | 98 | $229,714 |
| ANCA-Assoc Vasculitis, and Granulomatosis with Pol | 89 | $176,347 |
| Sickle Cell Disease | 85 | $130,509 |
| Post Menopausal Osteoporosis - Medicare Access | 340 | $96,423 |
| Movement Disorders - Medicare Access | 56 | $73,707 |
| Porphyrias | 23 | $58,896 |
| Bone Metastases - Medicare Access | 77 | $49,586 |
| Chemotherapy Induced Neutropenia - Medicare Access | 28 | $36,508 |
| Acromegaly | 8 | $22,686 |
| Hyperoxaluria | 8 | $21,664 |
| Gout Travel Fund | 24 | $15,955 |
| Health Access | 6 | $13,558 |
| Alagille Syndrome Vitamins and Supplements | 13 | $10,968 |
| Urea Cycle Disorders | 3 | $10,924 |
| Nontuberculous Mycobacterium - Medicare Access | 29 | $9,257 |
| Cancer-Related Behavioral Health | 136 | $7,907 |
| Pediatric Assistance | 1090 | $6,798 |
| General Travel Fund | 27 | $6,278 |
| Melanoma - Medicare Access | 3 | $5,188 |
| Pediatric Assistance Fund | 19 | $4,462 |
| COVID-19 Frontline Health Care Workers Behavioral | 62 | $1,252 |
| Bile Acid Deficiency Vitamins and Supplements | 3 | $899 |
| Wilms' Tumor | 1 | $204 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2 | 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 ADIAGNOSIS THAT THE FOUNDATION CURRENTLY SUPPORTS; THE PATIENT MUST HAVE INSURANCE COVERAGE FOR THE TREATMENT FOR WHICH THEY ARE SEEKING 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. |
| PART I, LINE 2 CONTINUED | 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. |
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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 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 Rltd OrgsCompReportPrior990RltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| David L Knowlton | ||||||||||||||
| Board Chair and Interim CEO | $247,638 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $247,638 | $0 | $0 | |
| Alan Klein term 1224 | ||||||||||||||
| Chief Development Officer | $293,064 | $0 | $61,152 | $0 | $0 | $0 | $21,253 | $0 | $9,635 | $0 | $385,104 | $0 | $0 | $0 |
| Richa Dahiya | ||||||||||||||
| Chief Financial Officer | $253,883 | $0 | $24,000 | $0 | $0 | $0 | $16,673 | $0 | $32,080 | $0 | $326,636 | $0 | $0 | $0 |
| Shela Halper | ||||||||||||||
| Chief Foundation Prog. Officer | $231,557 | $0 | $22,170 | $0 | $0 | $0 | $15,118 | $0 | $30,152 | $0 | $298,997 | $0 | $0 | $0 |
| Fred Asiedu Larbi | ||||||||||||||
| Chief Operations Officer | $233,628 | $0 | $22,460 | $0 | $0 | $0 | $15,365 | $0 | $50,567 | $0 | $322,020 | $0 | $0 | $0 |
| Krista Zodet Term 224 | ||||||||||||||
| PRESIDENT & CEO | $93,440 | $0 | $0 | $0 | $163,012 | $0 | $2,641 | $0 | $1,308 | $0 | $260,401 | $0 | $0 | $0 |
| Nicholas Borsuk | ||||||||||||||
| Compliance Director | $135,300 | $0 | $13,000 | $0 | $0 | $0 | $2,818 | $0 | $39,046 | $0 | $190,164 | $0 | $0 | $0 |
| Virginia Dunn | ||||||||||||||
| Mktg & Comms. Director | $142,693 | $0 | $13,776 | $0 | $0 | $0 | $9,388 | $0 | $39,150 | $0 | $205,007 | $0 | $0 | $0 |
| Cesar Martinez | ||||||||||||||
| Dir. of Architect Svcs. | $142,707 | $0 | $13,155 | $0 | $0 | $0 | $9,352 | $0 | $35,762 | $0 | $200,976 | $0 | $0 | $0 |
| Erica Mata | ||||||||||||||
| Director of operations | $147,088 | $0 | $17,078 | $0 | $0 | $0 | $7,581 | $0 | $58,529 | $0 | $230,276 | $0 | $0 | $0 |
| Tim Vawter | ||||||||||||||
| Associate director, IT | $140,552 | $0 | $13,465 | $0 | $0 | $0 | $9,241 | $0 | $37,551 | $0 | $200,809 | $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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, CHANGES IN NET ASSETS | GRANT REFUNDED |
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 Dr Suite 250B | AddressLine1Txt |
| City | Federick | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832192839 | EIN |
| Primary Activities | Contact Ctr | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $19,880,481 | TotalIncomeAmt |
| End Of Year Assets | $83,508,008 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HWF | BusinessNameLine1Txt |