2025-10-06T13:02:55-05:00 2024-12-31 WithumSmithBrown PC ONE TOWER CENTER BLVD 14TH FL EAST BRUNSWICK NJ 08816 990 2024-01-01 200413676 Healthwell Foundation % DAVID L KNOWLTON HEAL 2406325305 20440 Century Boulevard Suite 250 Germantown MD 20874 DAVID L KNOWLTON BOARD CHAIR 2406325305 2025-11-17 true true Devin Desmond P01262203 7328281614 2024 2025-03-06 01:10:19Z DAVID L KNOWLTON 20440 Century Boulevard250 Germantown MD 20874 934972611 false X WWW.HEALTHWELLFOUNDATION.ORG X 2003 VA To reduce financial barriers to care for underinsured patients with chronic or life-altering diseases. 9 9 296 9 0 730901028 886965654 32198 0 11430992 24453225 0 82687 742364218 911501566 695015656 570236144 0 0 19608580 24272549 423341 0 1498297 6452253 8704551 721499830 603213244 20864388 308288322 637832771 918189028 81556071 42209550 556276700 875979478 X To ensure that no patient goes without health care because they cannot afford it. false false 594111911 570236144 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 594111911 true true false false false false false false false false true false false false true true false true false false false false false true false false false false true true false false false false false false false false false false false false true false false false false true 36 0 true 296 true false false false false false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false AL AK AZ AR CA CO CT DE FL GA HI ID IL IN KS KY LA ME MD MA MI MN MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WV WI WY X X X DAVID L KNOWLTON 2406325305 20440 CENTURY BOULEVARD 250 GERMANTOWN MD 20874 Alan Klein term 1224 Chief Development Officer 40.0 0.0 X 354216 0 30888 Richa Dahiya Chief Financial Officer 40.0 0.0 X 277883 0 48753 Fred Asiedu Larbi Chief Operations Officer 40.0 0.0 X 256088 0 65932 Shela Halper Chief Foundation Prog. Officer 40.0 0.0 X 253727 0 45270 Krista Zodet Term 224 PRESIDENT & CEO 40.0 0.0 X 256452 0 3949 David L Knowlton Board Chair and Interim CEO 40.0 0.0 X X 247638 0 0 Erica Mata Director of operations 40.0 0.0 X 164166 0 66110 Virginia Dunn Mktg & Comms. Director 40.0 0.0 X 156469 0 48538 Cesar Martinez Dir. of Architect Svcs. 40.0 0.0 X 155862 0 45114 Tim Vawter Associate director, IT 40.0 0.0 X 154017 0 46792 Nicholas Borsuk Compliance Director 40.0 0.0 X 148300 0 41864 Robert D Moroni Vice Chair & Treasurer 40.0 0.0 X X 99875 0 0 Stephen M Weiner Board Member & CCO 40.0 0.0 X X 90788 0 0 Michael S Heimall PRESIDENT & CEO 40.0 0.0 X 58123 0 342 Don Liss Board member 1.0 0.0 X 54313 0 0 Nancy Carteron Board member 1.0 0.0 X 34250 0 0 Cathleen Bennett Board Member 1.0 0.0 X 27500 0 0 Suzanne S Miller Vice Chair & Secretary 40.0 0.0 X X 27000 0 0 Jerri Scarzella Board member 1.0 0.0 X 27000 0 0 Kenneth Moritsugu Board member 1.0 0.0 X 9000 0 0 2852667 0 443552 21 false true false PDMI 8530 Crossroads Dr POLAND OH 44514 claims processing 814066 SALESFORCEORG 415 Mission St 3rd Floor SAN FRANCISCO CA 94105 grants management 691254 Vonage Business Inc 101 Crawfords Corner Rd HOLMDEL NJ 07733 telecom services 568570 AB DATA 600 AB Data Drive MILWAUKEE WI 53217 direct mail 348085 ClarkLaw 777 7th St NW WASHINGTON DC 20001 legal advisor 301800 16 886965654 886965654 0 23809432 23809432 0 0 0 0 0 24114838 23471045 643793 643793 643793 0 0 0 0 0 0 0 0 0 OTHER REVENUE 900099 82687 82687 82687 911501566 82687 24453225 0 0 570236144 570236144 0 0 2324111 1174067 1080827 69217 0 16094526 13316457 2286761 491308 638663 530187 88635 19841 3819997 3179585 530145 110267 1395252 1161342 193635 40275 0 0 515706 515706 0 0 315544 315544 3111129 1476048 1137662 497419 133161 1603 126765 4793 1506866 1288416 183310 35140 998658 637131 309200 52327 0 1012471 839882 150250 22339 224004 25330 137451 61223 0 477664 124390 270708 82566 0 0 189348 121329 56437 11582 0 SPONSORSHIP 220000 220000 603213244 594111911 7603036 1498297 X 67443198 255907403 126704265 134054552 54753671 112765994 28522 97075 3220 0 0 0 55919 0 0 0 807955 699734 2694964 2239123 517904 455841 381722305 409025472 0 212813 0 0 1300 1300 5794512 4968844 637832771 918189028 68481966 29995460 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13074105 12214090 81556071 42209550 X 37685821 65114242 518590879 810865236 556276700 875979478 637832771 918189028 X 308288322 11406588 7868 X false true X true false X 546256983 538184808 678100099 730901028 886965654 3380408572 0 0 546256983 538184808 678100099 730901028 886965654 3380408572 2158586490 1221822082 7417028 9540057 7753813 16272559 23809432 64792889 0 0 0 0 0 82687 82687 3445284148 34998 0.35464 0.32140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 138411 92055 46356 1973406 1726634 246772 583147 420434 162713 455841 0 LEASE LIABILITY 5144574 IBNR PAYABLE 7069516 12214090 X 922592610 11406588 11406588 911186022 315544 315544 911501566 602889832 602889832 315544 7868 323412 603213244 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. X X true AB Data Group 600 AB Data Drive Milwaukee WI 53217 Direct Mail Campaign false 1761802 471881 1289921 1761802 471881 1289921 All States 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. true Multiple Myeloma - Medicare Access 36637 142156347 Hypercholesterolemia - Medicare Access 71619 77390431 Cardiomyopathy - Medicare Access 38629 63384381 Neurocognitive Disease with Psychosis - Medicare A 9498 27393286 Chronic Lymphocytic Leukemia 9648 26375477 Tardive Dyskinesia - Medicare Access 9508 25853669 Renal Cell Carcinoma - Medicare Access 8189 25322626 Myelodysplastic Syndromes - Medicare Access 7890 21730137 Blepharitis 31668 21546225 Hepatitis C 4049 19506100 Cystic Fibrosis Treatments 7539 19404178 Pulmonary Hypertension - Medicare Access 7174 18072522 Acute Myeloid Leukemia 5856 13965397 Prostate Cancer - Medicare Access 7055 13267538 Pulmonary Fibrosis 3483 8469850 Amyotrophic Lateral Sclerosis 2940 8322339 Breast Cancer - Medicare Access 2854 7256899 Cystic Fibrosis Vitamins and Supplements 9095 5491327 Mantle Cell Lymphoma 1840 5342892 Congenital Sucrase-Isomaltase Deficiency 1595 4301231 Dupuytren's Disease 2347 4031791 B-Cell Lymphoma - Medicare Access 1329 3745908 Peyronie's Disease 1442 3602674 Multiple Sclerosis - Medicare Access 1091 2877230 Systemic Sclerosis with Interstitial Lung Disease 1014 2867085 Cushing's Disease 993 2477928 Gout - Medicare Access 1142 2402723 Waldenstrom Macroglobulinemia 728 2005623 Small Cell Lung Cancer - Medicare Access 617 1997690 Amyloidosis 784 1685713 Metabolic Dysfunction-Associated Steatohepatitis 733 1529768 Urticaria 577 1296601 Type 2 Diabetes 2145 1231589 Ovarian Cancer - Medicare Access 559 1146844 Giant Cell Arteritis or Temporal Arteritis - Medic 322 813486 Non-Small Cell Lung Cancer - Medicare Access 273 702766 Colorectal Carcinoma - Medicare Access 369 634498 Pancreatic Cancer - Medicare Access 370 605497 IgA Nephropathy 197 459311 Schizophrenia - Medicare Access 232 309429 Chronic Obstructive Pulmonary Disease - Medicare A 197 295170 Chronic Myeloid Leukemia - Medicare Access 98 229714 ANCA-Assoc Vasculitis, and Granulomatosis with Pol 89 176347 Sickle Cell Disease 85 130509 Post Menopausal Osteoporosis - Medicare Access 340 96423 Movement Disorders - Medicare Access 56 73707 Porphyrias 23 58896 Bone Metastases - Medicare Access 77 49586 Chemotherapy Induced Neutropenia - Medicare Access 28 36508 Acromegaly 8 22686 Hyperoxaluria 8 21664 Gout Travel Fund 24 15955 Health Access 6 13558 Alagille Syndrome Vitamins and Supplements 13 10968 Urea Cycle Disorders 3 10924 Nontuberculous Mycobacterium - Medicare Access 29 9257 Cancer-Related Behavioral Health 136 7907 Pediatric Assistance 1090 6798 General Travel Fund 27 6278 Melanoma - Medicare Access 3 5188 Pediatric Assistance Fund 19 4462 COVID-19 Frontline Health Care Workers Behavioral 62 1252 Bile Acid Deficiency Vitamins and Supplements 3 899 Wilms' Tumor 1 204 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. X X X X X false false false false false false false true false David L Knowlton Board Chair and Interim CEO 247638 0 0 0 0 0 0 0 0 0 247638 0 0 Alan Klein term 1224 Chief Development Officer 293064 0 61152 0 0 0 21253 0 9635 0 385104 0 0 0 Richa Dahiya Chief Financial Officer 253883 0 24000 0 0 0 16673 0 32080 0 326636 0 0 0 Shela Halper Chief Foundation Prog. Officer 231557 0 22170 0 0 0 15118 0 30152 0 298997 0 0 0 Fred Asiedu Larbi Chief Operations Officer 233628 0 22460 0 0 0 15365 0 50567 0 322020 0 0 0 Krista Zodet Term 224 PRESIDENT & CEO 93440 0 0 0 163012 0 2641 0 1308 0 260401 0 0 0 Nicholas Borsuk Compliance Director 135300 0 13000 0 0 0 2818 0 39046 0 190164 0 0 0 Virginia Dunn Mktg & Comms. Director 142693 0 13776 0 0 0 9388 0 39150 0 205007 0 0 0 Cesar Martinez Dir. of Architect Svcs. 142707 0 13155 0 0 0 9352 0 35762 0 200976 0 0 0 Erica Mata Director of operations 147088 0 17078 0 0 0 7581 0 58529 0 230276 0 0 0 Tim Vawter Associate director, IT 140552 0 13465 0 0 0 9241 0 37551 0 200809 0 0 0 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. 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 HWF Direct LLC 5280 Corporate Dr Suite 250B Federick MD 21073 832192839 Contact Ctr VA 19880481 83508008 HWF