HEALTHWELL FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHWELL FOUNDATION (EIN 20-0413676)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-13
- IRS object ID
- 201222269349302357
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T15:03:08-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521511275 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200413676 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHWELL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | NameControl |
| Phone | 2406325311 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD 9TH FLOOR | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208785355 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY SUNDEEN | Name |
| Title | PRESIDENT | Title |
| Phone | 2406325311 | Phone |
| Date Signed | 2012-08-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK H SMITH | Name |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | Phone |
| Date Prepared | 2012-08-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARY P SUNDEEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD 9TH FLOOR | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208785355 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 63537188 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HEALTHWELLFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | ADDRESSING THE NEEDS OF PEOPLE WITH INSURANCE WHO CANNOT AFFORD NECESSARY MEDICATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 9 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 77404453 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 52749627 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1195776 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1092568 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 78600229 | TotalRevenuePriorYear |
| Total Revenue Current Year | 53842195 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 84233714 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 49521777 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1044019 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1200720 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 203238 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 186388 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 332738 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14823574 | OtherExpensePriorYear |
| Other Expenses Current Year | 14609716 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 100304545 | TotalExpensesPriorYear |
| Total Expenses Current Year | 65518601 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -21704316 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -11676406 | RevenuesLessExpensesCY |
| Total Assets BOY | 87086973 | TotalAssetsBOY |
| Total Assets EOY | 66318603 | TotalAssetsEOY |
| Total Liabilities BOY | 35480778 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4719259 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 51606195 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 61599344 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ASSIST INCOME ELIGIBLE INSURED INDIVIDUALS IN OBTAINING NECESSARY MEDICATIONS. THE INDIVIDUALS ASSISTED BY THE FOUNDATION ARE AWARDED GRANTS ON A NONDISCRIMINATORY, OBJECTIVE AND FIRST-COME, FIRST-SERVED BASIS. THE FOUNDATION PROVIDES ASSISTANCE TO ELIGIBLE INDIVIDUALS ONLY FOR THE USE OF PRODUCTS THAT ARE APPROVED BY THE FOOD AND DRUG ADMINISTRATION, OR ARE COMPENDIA-LISTED FOR A SPECIFIC DISEASE INDICATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 13984808 | Expense |
| Grants | 10147619 | Grants |
| Description | AUTOIMMUNE FUND - ASSISTED 8,180 ELIGIBLE MEDICARE BENEFICIARIES WITH DEDUCTIBLE, COINSURANCE, AND COPAYMENT EXPENSES RELATED TO THE TREATMENT OF RHEUMATOID ARTHRITIS, PSORIASIS, PSORIATIC ARTHRITIS, AND ANKYLOSING SPONDYLITIS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 8663613 | Expense |
| Grants | 5849760 | Grants |
| Description | SECONDARY HYPERPARATHYROIDISM (SHPT) FUND - ASSISTED 6,103 ELIGIBLE PATIENTS WITH DEDUCTIBLE AND COINSURANCE, COPAYMENT, OR PREMIUM OUT OF POCKET EXPENSES ENABLING THEM TO ACCESS TREATMENT FOR SHPT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6594147 | Expense |
| Grants | 6761361 | Grants |
| Description | RHEUMATOID ARTHRITIS FUND - ASSISTED 2,442 ELIGIBLE PATIENTS WITH DEDUCTIBLE AND COINSURANCE, COPAYMENT, OR PREMIUM EXPENSES ALLOWING THEM TO BEGIN OR CONTINUE TREATMENT OF MODERATELY TO SEVERELY ACTIVE RHEUMATOID ARTHRITIS. | Description |
Activity Other ActivityOther (32 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 5825208 | 4291029 | CHEMOTHERAPY-INDUCED NEUTROPENIA |
| 4285202 | 2684504 | COLORECTAL CARCINOMA |
| 4059618 | 3235543 | ASTHMA, MODERATE TO SEVERE |
| 3306256 | 2159275 | ANEMIA ASSOCIATED WITH CHRONIC RENAL INSUFFICIENCY/FAILURE |
| 2796697 | 1782836 | IMMUNOSUPPRESSIVE THERAPY |
| 2140284 | 2383657 | BREAST CANCER |
| 1653963 | 1800263 | NON-HODGKIN'S LYMPHOMA |
| 1507072 | 1627730 | PSORIASIS |
| 1244166 | 939297 | AGE-RELATED MACULAR DEGENERATION |
| 870327 | 551225 | HEAD AND NECK CANCER |
| 786509 | 895812 | PSORIATIC ARTHRITIS |
| 665199 | 250022 | CHEMOTHERAPY-INDUCED ANEMIA/NEUTROPENIA |
| 623669 | 373393 | CROHN'S DISEASE |
| 616780 | 587902 | CARCINOID TUMORS |
| 517179 | 318058 | OSTEOPOROSIS |
| 494614 | 403937 | BONE METASTASES |
| 475167 | 340403 | CHRONIC MYELOID LEUKEMIA |
| 413278 | 341083 | METASTIC MELANOMA |
| 382011 | 315931 | IDIOPATHIC THROMBOCYTOPENIC PURPURA |
| 328376 | 87726 | LUPUS |
| 299478 | 339580 | ANKYLOSING SPONDYLITIS |
| 219002 | 334559 | IRON OVERLOAD DUE TO MULTIPLE TRANSFUSIONS |
| 194988 | 251581 | CHEMOTHERAPY-INDUCED ANEMIA |
| 182404 | 11061 | CHRONIC MYELOID LEUKEMIA - MEDICARE ACCESS |
| 148874 | 88443 | HEPATITIS |
| 133759 | 99529 | DUPUYTREN'S DISEASE |
| 129122 | 49949 | GOUT |
| 126680 | 30420 | ASSOCIATED VASCULITIS AND WEGENERS |
| 116432 | 75182 | NON-SMALL CELL LUNG CANCER |
| 40710 | 31458 | CYTOMEGALOVIRUS |
| 32377 | 32377 | SPECIAL DONATIONS |
| 15498 | 49272 | OTHER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 34630899 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 26763037 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 63873467 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 9 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASKARAN VELLANDURAI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2406325311 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 WASHINGTONIAN BLVD 9TH FLOOR | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208785355 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| STEPHEN WEINER | ||||||||
| BOARD CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| JERRI SCARZELLA | ||||||||
| VICE CHAIR & TREASURER | 1.00 | X | X | 9000 | 0 | 0 | ||
| NANCY CARTERON | ||||||||
| VICE CHAIR & SECRETARY | 1.00 | X | X | 9000 | 0 | 0 | ||
| DAVID KNOWLTON | ||||||||
| BOARD MEMBER | 1.00 | X | 9000 | 0 | 0 | |||
| DON LISS | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| SUZANNE MILLER | ||||||||
| BOARD MEMBER | 1.00 | X | 6000 | 0 | 0 | |||
| MARY P SUNDEEN | ||||||||
| PRESIDENT | 40.00 | X | 272837 | 0 | 41714 | |||
| SHELA HALPER | ||||||||
| DIR. - STRAT. DEVELOP. & MARKETING | 40.00 | 165748 | 0 | 20097 | X | |||
| BASKARAN VELLANDURAI | ||||||||
| DIRECTOR OF FINANCE & IT | 40.00 | 163941 | 0 | 20210 | X | |||
| KRISTA ZODET | ||||||||
| DIRECTOR OF OPERATIONS | 32.00 | 140279 | 0 | 15349 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 775805 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 97370 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| COVANCE MARKET ACCESS | |||||
| 9801 WASHINGTONIAN BLVD 9TH FL | GAITHERSBURG | MD | 20878 | OPERATIONS OF PATIENT SERVICES | 12675869 |
| ACCOUNTING SEED LLC | |||||
| 4717 WIGGLESWORTH CT | ELLICOTT CITY | MD | 21043 | SYSTEM DEVELOPMENT | 444823 |
| COVANCE SPECIALTY PHARMACY | |||||
| 500 EAGLES LANDING WAY | LAKES LAND | FL | 33810 | MANAGEMENT OF PHARMACY CARDS | 429863 |
| TRIAL CARD | |||||
| 6501 WESTON PKWY 370 | CARY | NC | 27513 | MANAGEMENT OF PHARMACY CARDS | 341868 |
| AB DATA GROUP | |||||
| 600 A B DATA DRIVE | MILWAUKEE | WI | 53217 | PROFESSIONAL FUNDRAISING | 186388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 52749627 | AllOtherContributions |
| Total Contributions | 52749627 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1419587 | TotalRevenueColumn |
| Exclusion | $1,419,587 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9367974 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9694993 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -327019 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -327019 | TotalRevenueColumn |
| Exclusion | -$327,019 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53842195 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,092,568 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49521777 | Total |
| Program Services | 49521777 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 706547 | Total |
| Program Services | 243852 | ProgramServices |
| Management And General | 366194 | ManagementAndGeneral |
| Fundraising | 96501 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334678 | Total |
| Program Services | 106347 | ProgramServices |
| Management And General | 212681 | ManagementAndGeneral |
| Fundraising | 15650 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13893 | Total |
| Program Services | 2793 | ProgramServices |
| Management And General | 10256 | ManagementAndGeneral |
| Fundraising | 844 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84359 | Total |
| Program Services | 26224 | ProgramServices |
| Management And General | 50438 | ManagementAndGeneral |
| Fundraising | 7697 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61243 | Total |
| Program Services | 19710 | ProgramServices |
| Management And General | 34388 | ManagementAndGeneral |
| Fundraising | 7145 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11329502 | Total |
| Program Services | 11329502 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186733 | Total |
| Program Services | 112040 | ProgramServices |
| Management And General | 74693 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62773 | Total |
| Program Services | 62773 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186388 | Total |
| Fundraising | 186388 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133275 | Total |
| Management And General | 133275 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1119284 | Total |
| Program Services | 874993 | ProgramServices |
| Management And General | 231703 | ManagementAndGeneral |
| Fundraising | 12588 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30321 | Total |
| Management And General | 30321 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1407725 | Total |
| Program Services | 1359588 | ProgramServices |
| Management And General | 42725 | ManagementAndGeneral |
| Fundraising | 5412 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126351 | Total |
| Program Services | 99766 | ProgramServices |
| Management And General | 26585 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36528 | Total |
| Management And General | 36528 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26681 | Total |
| Program Services | 4917 | ProgramServices |
| Management And General | 21251 | ManagementAndGeneral |
| Fundraising | 513 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5740 | Total |
| Management And General | 5740 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137287 | Total |
| Program Services | 109185 | ProgramServices |
| Management And General | 28102 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3009 | Total |
| Management And General | 3009 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| STATE REG. FEES | 3859 | 3859 |
| TRAINING | 648 | 648 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65518601 | Total |
| Program Services | 63873467 | ProgramServices |
| Management And General | 1312396 | ManagementAndGeneral |
| Fundraising | 332738 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76996 | BOY |
| EOY | 45599 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47663707 | BOY |
| EOY | 17360043 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000000 | BOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 798309 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 329810 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109863 | BOY |
| EOY | 468499 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36059719 | BOY |
| EOY | 48247233 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1176688 | BOY |
| EOY | 197229 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87086973 | BOY |
| EOY | 66318603 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1363916 | BOY |
| EOY | 2171355 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34116862 | BOY |
| EOY | 2547904 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35480778 | BOY |
| EOY | 4719259 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2152091 | BOY |
| EOY | 3381943 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49454104 | BOY |
| EOY | 58217401 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51606195 | BOY |
| EOY | 61599344 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 87086973 | BOY |
| EOY | 66318603 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -11676406 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 21669555 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56218602 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62065378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67538322 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 77404453 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52749627 | CurrentTaxYear |
| Total | 315976382 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56218602 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62065378 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67538322 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 77404453 | CurrentTaxYearMinus1Year |
| Current Tax Year | 52749627 | CurrentTaxYear |
| Total | 315976382 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 262861413 | AmountsSubstContributorsTotal |
| Public Support Total170 | 53114969 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4608767 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3529018 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2102642 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1195776 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1419587 | CurrentTaxYear |
| Total | 12855790 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 2373 | CurrentTaxYearMinus2Years |
| Total | 2373 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 328834545 | TotalSupport |
| Public Support Pertcentage170 | 0.16150 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.12250 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| Facts And Circumstances Test | 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-THREATENING ILLNESSES SUCH AS ASTHMA, CANCER AND AUTOIMMUNE DISORDERS. THROUGH 2011, THE FOUNDATION HAS HELPED ABOUT 152,000 PATIENTS AFFORD THEIR PRESCRIPTION DRUG CO-PAYMENTS, PREMIUMS AND OTHER OUT-OF-POCKET HEALTH CARE COSTS.THE FOUNDATION PROVIDES GRANTS TO PATIENTS WHO HAVE PRIVATE OR GOVERNMENT-SPONSORED INSURANCE BUT WHO ARE STILL UNABLE TO AFFORD THEIR INSURANCE CO-PAYMENTS OR THE PREMIUMS TO CONTINUE COVERAGE FOR THEIR CONDITIONS. THE FOUNDATION MAKES ITS AWARDS BASED ON THE OBJECTIVE CONSIDERATION OF FINANCIAL AND MEDICAL CRITERIA AND THE ADEQUACY OF THE RECIPIENT'S INSURANCE COVERAGE. GRANTS ARE GIVEN TO RECIPIENTS FOR ONE YEAR. THE FOUNDATION ONLY COVERS FDA-APPROVED OR COMPENDIA-LISTED MEDICATIONS. THE DECISION AS TO WHICH MEDICATIONS ARE PRESCRIBED IS A MEDICAL JUDGMENT. FURTHER, THE FOUNDATION DOES NOT LIMIT THE PROVIDERS OR PHARMACIES ITS RECIPIENTS MAY USE TO OBTAIN THEIR MEDICATIONS.PUBLIC SUPPORT PERCENTAGE - THE FOUNDATION'S CUMULATIVE PUBLIC SUPPORT PERCENTAGE THROUGH DECEMBER 31, 2011 IS AT 16.15%, WHICH IS THE 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. NOTWITHSTANDING THIS RELATIVELY LOW PERCENTAGE, 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 OF DIRECTORS 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 MANY DIFFERENT TYPES 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 HAS 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 NINE PERSONS WHO, IN ADDITION TO THEIR PRIMARY TASKS, MAY ALSO WORK ON FUNDRAISING PROJECTS AS NEEDED.THE FOUNDATION'S CORPORATE DONOR BASE HAS INCREASED FROM ONE CORPORATE DONOR IN 2004 TO THIRTEEN CORPORATE DONORS IN 2011.IN ADDITION TO THE DIRECTOR OF DEVELOPMENT, THE FOUNDATION WORKS WITH A DEVELOPMENT CONSULTING FIRM TO RESEARCH, IDENTIFY AND HELP PURSUE NEW FUNDRAISING OPPORTUNITIES.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 EXPERIENCES, 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 IS 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 CAN APPLY ON-LINE FOR ASSISTANCE, FREE MEDIA, CONFERENCES AND OUTREACH TO THOUGHT LEADERS. THESE AVENUES ARE UPDATED CONTINUOUSLY AND MONITORED CLOSELY THROUGHOUT THE YEAR. THROUGH THE EFFORTS OF INTERNAL STAFF, AS WELL AS A DEVELOPMENT CONSULTING FIRM, NEWS ABOUT THE FOUNDATION'S PROGRAMS APPEARS IN LOCAL AND NATIONAL PUBLICATIONS, INCLUDING MEDICAL JOURNALS, NEWSPAPERS, RADIO SHOWS, MAGAZINES, AND HEALTHCARE WEBSITES.REPRESENTATIVES OF THE FOUNDATION REGULARLY ATTEND NATIONAL AND LOCAL HEALTHCARE CONFERENCES TO PROMOTE THE FOUNDATION'S PROGRAM, INCLUDING THOSE OF SUCH ENTITIES AS THE NATIONAL KIDNEY FUND, THE AMERICAN COLLEGE OF RHEUMATOLOGY, THE AMERICAN ACADEMY OF PEDIATRICS, CBI-PAP (PATIENT ASSISTANCE PROGRAMS), BIO, AND THE AMERICAN SOCIETY OF CLINICAL ONCOLOGY.ADDITIONALLY, WHEN THE FOUNDATION ESTABLISHES A NEW FUND WITH RESPECT TO A PARTICULAR DISEASE OR CONDITION, THE FOUNDATION:IDENTIFIES KEY NATIONAL PATIENT ORGANIZATIONS AND MEDICAL SPECIALTY SOCIETIES THAT ARE ABLE TO REACH OUT TO PATIENTS IN THE NEW FUND AREA.REACHES OUT TO PROSPECTIVE DONORS TO SOLICIT ADDITIONAL SUPPORT FOR THE DISEASE AREA.PROMOTES THE NEW FUND IN ITS NEWSLETTER "THE PULSE" WHICH REACHES OVER 32,000 INDIVIDUALS FOUR TIMES A YEAR.FURTHERMORE, THE FOUNDATION IS REFERENCED BY, OR IS LINKED TO, THE WEBSITES OF A NUMBER OF ORGANIZATIONS THAT DIRECT PATIENTS FOR CO-PAYMENT AND PREMIUM ASSISTANCE, INCLUDING NATIONAL PHARMACY CLAIMS, PATIENT ASSISTANCE PROGRAMS, PATIENT ADVOCACY GROUPS, AND OTHER COPAYMENT ASSISTANCE ORGANIZATIONS.CONCLUSIONIN SUMMARY, 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). | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 57994 | OtherCostOrOtherBasis |
| Depreciation | 43318 | Depreciation |
| Book Value | 14676 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 740315 | OtherCostOrOtherBasis |
| Depreciation | 286492 | Depreciation |
| Book Value | 453823 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 468499 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CO-PAYMENTS AND PREMIUM ASSISTANCE PAYABLE | Description |
| Amount | $2,547,904 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2547904 | TotalOfAmounts |
| Total Revenue | 53842195 | TotalRevenue |
| Total Expenses | 65518601 | TotalExpenses |
| Excess Or Deficit For Year | -11676406 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -361968 | NetUnrealizedGLOnInvestments |
| Other | $22,031,523 | OtherAmount |
| Total Adjustments | 21669555 | TotalAdjustments |
| Excess Or Deficit Per FS | 9993149 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 53346952 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -361968 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -361968 | RevenueNotRptdF990 |
| Revenue Subtotal | 53708920 | RevenueSubtotal |
| Investment Expenses Not Included | 133275 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 133275 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 53842195 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 65385326 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 65385326 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 133275 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 133275 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 65518601 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2011, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | PRIOR PERIOD ADJ. - CHANGE IN METHOD OF RECOGNIZING PATIENT GRANT EXPENSE 22,031,523. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AB DATA GROUP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 A B DATA DRIVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53217 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL CAMPAIGN | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 249714 | GrossReceipts |
| Amount Retained By Contractor | 186388 | AmountRetainedByContractor |
| Net To Organization | 63326 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 249714 | TotalGrossReceipts |
| Total Retained By Contractors | 186388 | TotalRetainedByContractors |
| Total Net To Organization | 63326 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
| Licensed States | DC | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (39 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| ACUTE PORPHYRIAS (AP) | 2 | 5799 |
| AGE-RELATED MACULAR DEGENERATION (AMD) | 472 | 939297 |
| ANCA-ASSOCIATED VASCULITIS AND WEGENERS (AAV) | 42 | 30420 |
| ANEMIA ASSOCIATED WITH CHRONIC RENAL INSUFFICIENCY/FAILURE (CRICRF) | 1362 | 2159275 |
| ANKYLOSING SPONDYLITIS (AS) | 132 | 339580 |
| ASTHMA - MODERATE TO SEVERE (ASTHMA) | 3780 | 3235543 |
| AUTOIMMUNE MEDICARE ACCESS (AI) | 8180 | 10147619 |
| BONE METASTASES (BM) | 1320 | 403937 |
| BREAST CANCER (BC) | 623 | 2383657 |
| CARCINOID TUMORS AND ASSOCIATED SYMPTOMS (CARCINOID) | 151 | 587902 |
| CHEMOTHERAPY INDUCED ANEMIA (CIA) | 501 | 251581 |
| CHEMOTHERAPY INDUCED NEUTROPENIA (CIN) | 5666 | 4541051 |
| CHRONIC GOUT (CG) | 98 | 49949 |
| CHRONIC MYELOID LEUKEMIA - MEDICARE ACCESS (CML-MA) | 51 | 11061 |
| CHRONIC MYELOID LEUKEMIA (CML) | 234 | 340403 |
| COLORECTAL CARCINOMA (CC) | 557 | 2684504 |
| CROHN'S DISEASE - MEDICARE ACCESS (CD) | 323 | 373393 |
| CUTANEOUS T-CELL LYMPHOMA (CTCL) | 38 | 32349 |
| CYTOMEGALOVIRUS DISEASE (CMV) | 14 | 31458 |
| DUPUYTREN'S DISEASE (DD) | 215 | 99529 |
| HEAD AND NECK CANCER (HNC) | 648 | 551225 |
| HEPATITIS B AND C (HBC) | 12 | 88443 |
| IDIOPATHIC THROMBOCYTOPENIC PUPURA (ITP) | 391 | 315931 |
| IMMUNOSUPPRESSIVE TREATMENT FOR SOLID ORGAN TRANSPLANT RECIPIENTS (ITSOTP) | 2303 | 1782836 |
| IRON OVERLOAD AS A RESULT OF BLOOD TRANSFUSIONS (IO) | 65 | 334559 |
| METASTATIC MELANOMA (METMEL) | 331 | 341083 |
| MULTIPLE MYELOMA (MM) | 1 | 6279 |
| NON-HODGKINS LYMPHOMA (NHL) | 1010 | 1800263 |
| NON-SMALL CELL LUNG CANCER (NSCLC) | 25 | 75182 |
| POST MENOPAUSAL OSTEOPOROSIS (PMO) | 1889 | 318058 |
| PSORIASIS (PSO) | 507 | 1627730 |
| PSORIATIC ARTHRITIS (PSA) | 313 | 895812 |
| RHEUMATOID ARTHRITIS (RA) | 2442 | 6761361 |
| SECONDARY HYPERPARATHYROIDISM (SHPT) | 6103 | 5849760 |
| SYSTEMIC LUPUS ERYTHEMATOSUS (SLE) | 224 | 87726 |
| MYELODYSPLASTIC SYNDROMES (MDS) | 1 | 590 |
| HODGKINS (HD) | 1 | 20 |
| GLIOBLASTOMA MULTIFORME/ANAPLASTIC ASTROCYTOMA (GBMAA) | 1 | 4235 |
| SPECIAL DONATIONS | 8 | 32377 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: EACH PATIENT SEEKING ASSISTANCE IS SCREENED FOR ELIGIBILITY EITHER BY A HEALTHWELL REPRESENTATIVE OR THROUGH OUR ONLINE APPLICATION TOOL. CRITERIA IS STATIC ACROSS ALL HEALTHWELL FUNDS: THE PATIENT'S HOUSEHOLD INCOME MAY BE UP TO 400% OF THE FEDERAL POVERTY LIMIT, ADJUSTED FOR HOUSEHOLD SIZE AND HIGH COST OF LIVING AREAS; THE PATIENT MUST HAVE A DIAGNOSIS THAT HEALTHWELL CURRENTLY SUPPORTS; THE PATIENT MUST HAVE INSURANCE COVERAGE FOR THE TREATMENT FOR WHICH THEY ARE SEEKING ASSISTANCE AND THAT TREATMENT MUST BE AN ELIGIBLE TREATMENT UNDER THE HEALTHWELL FUND; THE PATIENT'S PHYSICIAN, NURSE PRACTITIONER OR PHYSICIAN'S ASSISTANT MUST VERIFY THE PATIENT'S DIAGNOSIS AND TREATMENT VIA THE STATEMENT OF TREATMENT FORM; AND TREATMENT MUST BE DISPENSED IN THE UNITED STATES. ONCE A PATIENT IS PRE-QUALIFIED FOR A GRANT, THEY HAVE 30 DAYS DURING WHICH TIME THEY MUST SUBMIT TO HEALTHWELL A COMPLETED AND SIGNED STATEMENT OF TREATMENT FORM AND COPIES OF THEIR MEDICAL INSURANCE AND PRESCRIPTION CARDS - FRONT AND BACK. UNTIL HEALTHWELL RECEIVES THESE DOCUMENTS, NO PAYMENTS WILL BE CONSIDERED OR REVIEWED FOR REIMBURSEMENT. UPON RECEIPT AND REVIEW OF THE STATEMENT OF TREATMENT AND INSURANCE AND PRESCRIPTION CARD COPIES, IF THE DOCUMENTATION IS COMPLETE, THE PATIENT BECOMES FULLY APPROVED. FOR SOME FUNDS, 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. FOR OTHER FUNDS, HEALTHWELL 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 HEALTHWELL REPRESENTATIVE 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 REPRESENTATIVE PROCESSES THE PAYMENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY P SUNDEEN | |||||||||||||
| 238680 | 0 | 34157 | 0 | 0 | 0 | 16828 | 0 | 24886 | 0 | 314551 | 0 | 0 | 0 |
| SHELA HALPER | |||||||||||||
| 160240 | 0 | 5508 | 0 | 0 | 0 | 8521 | 0 | 11576 | 0 | 185845 | 0 | 0 | 0 |
| BASKARAN VELLANDURAI | |||||||||||||
| 158741 | 0 | 5200 | 0 | 0 | 0 | 7986 | 0 | 12224 | 0 | 184151 | 0 | 0 | 0 |
| KRISTA ZODET | |||||||||||||
| 136148 | 0 | 4131 | 0 | 0 | 0 | 6380 | 0 | 8969 | 0 | 155628 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 HIS/HER PERFORMANCE. | |
| PART III | FORM 990, PART VII, LINE 5: THE BOARD CHAIR OF THE FOUNDATION, STEPHEN WEINER, IS ALSO A PARTNER AT MINTZ, LEVIN, COHN, FERRIS, GLOVSKY, AND POPEO, PC, AN UNRELATED ORGANIZATION. FOR THE YEAR ENDED DECEMBER 31, 2011, THE FOUNDATION PAID A TOTAL OF $17,825 TO THE UNRELATED ORGANIZATION FOR THE TIME INCURRED BY MR. WEINER. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | THE HEALTHWELL FOUNDATION ENHANCED THE GRANTS MANAGEMENT SYSTEM, CONTRACTED WITH A NEW PHARMACY CARD VENDOR, STREAMLINED THE GRANT APPLICATION PROCESS, AND INSTITUTED A FRAUD AUDIT PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE PRESIDENT, HEALTHWELL DIRECTORS, AND THE ACCOUNTING MANAGER REVIEW THE FEDERAL FORM 990 AND THEN FORWARD IT TO THE TREASURER FOR REVIEW. UPON COMPLETION OF REVIEW, THE PRESIDENT SIGNS THE FEDERAL FORM 990 AND RETURNS IT TO THE DIRECTOR OF FINANCE. REVIEW CONSISTS OF TRACING ALL FIGURES FROM AUDITED FINANCIAL STATEMENTS TO THE PREPARED FEDERAL FORM 990, AND REVIEWING ANY DISCREPANCIES WITH THE TAX PREPARERS. THE DIRECTOR OF FINANCE PROVIDES EACH BOARD MEMBER A COPY FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE STAFF AND BOARD OF DIRECTORS FOLLOW A CODE OF CONDUCT. THE MEMBERS OF THE BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. MEMBERS THAT ARE DEEMED TO HAVE A CONFLICT OF INTEREST BASED ON THE ABOVE PROCESS ARE RECUSED FROM PARTICIPATING IN A VOTE WITHIN THAT AREA OF CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | GUIDESTAR NONPROFIT EXECUTIVE COMPENSATION MARKET ANALYSIS DATA WAS USED TO DETERMINE COMPENSATION FOR THE PRESIDENT AND DIRECTORS. THIS MARKET ANALYSIS WAS FURTHER REVIEWED BY KORN-FERRY. | |
| 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 AND ANNUAL REPORT ARE ALSO AVAILABLE AT WWW.HEALTHWELLFOUNDATION.ORG. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -361,968. PRIOR PERIOD ADJ. - CHANGE IN METHOD OF RECOGNIZING PATIENT GRANT EXPENSE 22,031,523. TOTAL TO FORM 990, PART XI, LINE 5: 21,669,555. |
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