HEALTHWELL FOUNDATION
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Plain text HEALTHWELL FOUNDATION. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/healthwell-foundation-200413676. Retrieved 2026-10-23.
APA furp.org. (n.d.). HEALTHWELL FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 23, 2026, from https://furp.org/org/healthwell-foundation-200413676
MLA “HEALTHWELL FOUNDATION.” furp.org, tax years 2011–2024, https://furp.org/org/healthwell-foundation-200413676. Accessed 23 Oct. 2026.
Retrieved 2026-10-23; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $911.5M · expenses $603.2M · assets $918.2M
- EIN
- 20-0413676
- Address
- 2101 GAITHER RD STE 410, ROCKVILLE, MD 20850-4078
- Website
- WWW.HEALTHWELLFOUNDATION.ORG
- NTEE code
- E99
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- June 2005 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
To ensure that no patient goes without health care because they cannot afford it.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
38 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Shela Halper | Chief Foundation Prog. Officer | 2011-2024 | $298,997 | $3,170,086 | 1 |
| Fred Asiedu Larbi | Chief Operations Officer | 2018-2024 | $322,020 | $1,547,235 | 1 |
| Virginia Dunn | Mktg & Comms. Director | 2018-2024 | $205,007 | $873,263 | 1 |
| Erica Mata | Director of operations | 2021-2024 | $230,276 | $778,621 | 1 |
| Cesar Martinez | Dir. of Architect Svcs. | 2021-2024 | $200,976 | $687,399 | 1 |
| David L Knowlton | Board Chair and Interim CEO | 2011-2024 | $247,638 | $512,688 | 1 |
| Alan Klein term 1224 | Chief Development Officer | 2024 | $385,104 | $385,104 | 1 |
| Tim Vawter | Associate director, IT | 2021-2024 | $200,809 | $339,429 | 1 |
| Richa Dahiya | Chief Financial Officer | 2024 | $326,636 | $326,636 | 1 |
| Krista Zodet Term 224 | PRESIDENT & CEO | 2024 | $260,401 | $260,401 | 1 |
| Nicholas Borsuk | Compliance Director | 2024 | $190,164 | $190,164 | 1 |
| Jerri Scarzella | Board member | 2011-2024 | $27,000 | $173,251 | 1 |
| Stephen M Weiner | Board Member & CCO | 2011-2024 | $90,788 | $150,840 | 1 |
| Robert D Moroni | Vice Chair & Treasurer | 2024 | $99,875 | $99,875 | 1 |
| Cathleen Bennett | Board Member | 2020-2024 | $27,500 | $69,500 | 1 |
| Nancy Carteron | Board member | 2011-2024 | $34,250 | $67,250 | 1 |
| Michael S Heimall | PRESIDENT & CEO | 2024 | $58,465 | $58,465 | 1 |
| Don Liss | Board member | 2011-2024 | $54,313 | $54,454 | 1 |
| Suzanne S Miller | Vice Chair & Secretary | 2011-2024 | $27,000 | $49,000 | 1 |
| Kenneth Moritsugu | Board member | 2024 | $9,000 | $9,000 | 1 |
| Krista Zodet (former) | PRESIDENT & CEO | 2011-2023 | $395,217 | $3,698,824 | 1 |
| Alan Klein (former) | CHIEF DEVELOPMENT OFFICER | 2016-2023 | $373,725 | $2,455,877 | 1 |
| Baskaran Vellandurai (former) | DIRECTOR OF FIN. & IT UNTIL 06/2018 | 2011-2018 | $99,151 | $1,471,023 | 1 |
| Collin Alexander (former) | DIRECTOR OF FINANCE | 2018-2022 | $268,361 | $992,947 | 1 |
| Mary P Sundeen (former) | PRESIDENT - UNTIL 8/2013 | 2011-2013 | $227,632 | $838,905 | 1 |
| Timothy Vawter (former) | ASSOCIATE DIRECTOR, INFO. TECH. | 2022-2023 | $187,993 | $352,739 | 1 |
| Virginia Dunn Sen Associate (former) | Dir., Communications & Marketing | 2019-2020 | $167,490 | $313,837 | 1 |
| Susan Golden Associate Dir (former) | ANALYTICS & PROCESS IMPROVEMENT | 2018-2019 | $127,264 | $251,195 | 1 |
| Robin A Hidalgo (former) | Solutions Architect | 2019-2020 | $121,420 | $236,566 | 1 |
| Lori Martin (former) | DIRECTOR, HUMAN RESOURCES | 2023 | $180,734 | $180,734 | 1 |
| Collin Alexander Chief (former) | FINANCIAL OFFICER THRU 6/23 | 2023 | $172,689 | $172,689 | 1 |
| Rafaella Raofi (former) | SENIOR ASSOCIATE DIRECTOR OF OPS. | 2018 | $144,864 | $144,864 | 1 |
| Nancy Carteron Md Facr (former) | BOARD MEMBER | 2015-2023 | $17,816 | $137,939 | 1 |
| Lorrin Rosen (former) | SENIOR MANAGER, HUMAN RESOURCES | 2021 | $134,878 | $134,878 | 1 |
| Suzanne M Miller Phd (former) | VICE CHAIR & SECRETARY | 2014-2023 | $12,000 | $122,235 | 1 |
| Stephen M Weiner Board (former) | MEMBER & CHIEF COMPL. OFFICER | 2023 | $32,388 | $32,388 | 1 |
| David F Ertel (former) | BOARD MEMBER THRU 8/23 | 2021-2023 | $4,500 | $25,500 | 1 |
| Richa Dahiya Chief (former) | FINANCIAL OFFICER AS OF 11/23 | 2023 | $18,549 | $18,549 | 1 |
People by year
2024 · 20 people listed · 20 paid, $3.3M · 296 employees · 9 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Alan Klein term 1224 | Chief Development Officer | 40 | $354,216 | $0 | $30,888 | $385,104 | 1 |
| Richa Dahiya | Chief Financial Officer | 40 | $277,883 | $0 | $48,753 | $326,636 | 1 |
| Fred Asiedu Larbi | Chief Operations Officer | 40 | $256,088 | $0 | $65,932 | $322,020 | 1 |
| Shela Halper | Chief Foundation Prog. Officer | 40 | $253,727 | $0 | $45,270 | $298,997 | 1 |
| Krista Zodet Term 224 | PRESIDENT & CEO | 40 | $256,452 | $0 | $3,949 | $260,401 | 1 |
| David L Knowlton | Board Chair and Interim CEO | 40 | $247,638 | $0 | $0 | $247,638 | 1 |
| Erica Mata | Director of operations | 40 | $164,166 | $0 | $66,110 | $230,276 | 1 |
| Virginia Dunn | Mktg & Comms. Director | 40 | $156,469 | $0 | $48,538 | $205,007 | 1 |
| Cesar Martinez | Dir. of Architect Svcs. | 40 | $155,862 | $0 | $45,114 | $200,976 | 1 |
| Tim Vawter | Associate director, IT | 40 | $154,017 | $0 | $46,792 | $200,809 | 1 |
| Nicholas Borsuk | Compliance Director | 40 | $148,300 | $0 | $41,864 | $190,164 | 1 |
| Robert D Moroni | Vice Chair & Treasurer | 40 | $99,875 | $0 | $0 | $99,875 | 1 |
| Stephen M Weiner | Board Member & CCO | 40 | $90,788 | $0 | $0 | $90,788 | 1 |
| Michael S Heimall | PRESIDENT & CEO | 40 | $58,123 | $0 | $342 | $58,465 | 1 |
| Don Liss | Board member | 1 | $54,313 | $0 | $0 | $54,313 | 1 |
| Nancy Carteron | Board member | 1 | $34,250 | $0 | $0 | $34,250 | 1 |
| Cathleen Bennett | Board Member | 1 | $27,500 | $0 | $0 | $27,500 | 1 |
| Suzanne S Miller | Vice Chair & Secretary | 40 | $27,000 | $0 | $0 | $27,000 | 1 |
| Jerri Scarzella | Board member | 1 | $27,000 | $0 | $0 | $27,000 | 1 |
| Kenneth Moritsugu | Board member | 1 | $9,000 | $0 | $0 | $9,000 | 1 |
2023 · 19 people listed · 19 paid, $2.6M · 234 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTA ZODET | PRESIDENT & CEO | 39 | $369,804 | $0 | $25,413 | $395,217 | 1 |
| ALAN KLEIN | CHIEF DEVELOPMENT OFFICER | 40 | $348,022 | $0 | $25,703 | $373,725 | 1 |
| FRED ASIEDU LARBI | CHIEF OPERATIONS OFFICER | 36 | $249,626 | $0 | $59,567 | $309,193 | 1 |
| SHELA HALPER | CHIEF FOUNDATION PROGRAM OFFICER | 40 | $246,358 | $0 | $37,326 | $283,684 | 1 |
| ERICA MATA | DIRECTOR, OPERATIONS | 40 | $157,370 | $0 | $60,155 | $217,525 | 1 |
| TIMOTHY VAWTER | ASSOCIATE DIRECTOR, INFO. TECH. | 40 | $147,825 | $0 | $40,168 | $187,993 | 1 |
| CESAR MARTINEZ | DIRECTOR, ARCHITECT SOLUTIONS | 40 | $148,133 | $0 | $38,482 | $186,615 | 1 |
| VIRGINIA DUNN | DIRECTOR, COMM, AND MKTG | 40 | $140,435 | $0 | $41,299 | $181,734 | 1 |
| LORI MARTIN | DIRECTOR, HUMAN RESOURCES | 40 | $138,781 | $0 | $41,953 | $180,734 | 1 |
| COLLIN ALEXANDER CHIEF | FINANCIAL OFFICER THRU 6/23 | 40 | $144,359 | $0 | $28,330 | $172,689 | 1 |
| DAVID L KNOWLTON | BOARD CHAIR | 2 | $48,276 | $0 | $0 | $48,276 | 1 |
| STEPHEN M WEINER BOARD | MEMBER & CHIEF COMPL. OFFICER | 1 | $32,388 | $0 | $0 | $32,388 | 1 |
| RICHA DAHIYA CHIEF | FINANCIAL OFFICER AS OF 11/23 | 40 | $16,039 | $0 | $2,510 | $18,549 | 1 |
| NANCY CARTERON MD FACR | BOARD MEMBER | 1 | $17,816 | $0 | $0 | $17,816 | 1 |
| SUZANNE M MILLER PHD | VICE CHAIR & SECRETARY | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| JERRI SCARZELLA BSN | VICE CHAIR & TREASURER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| CATHLEEN BENNETT ESQ | BOARD MEMBER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| DAVID F ERTEL | BOARD MEMBER THRU 8/23 | 1 | $4,500 | $0 | $0 | $4,500 | 1 |
| DON LISS MD | BOARD MEMBER | 1 | $141 | $0 | $0 | $141 | 1 |
2022 · 17 people listed · 16 paid, $2.3M · 197 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTA ZODET | PRESIDENT | 40 | $321,282 | $0 | $48,054 | $369,336 | 1 |
| ALAN KLEIN | CHIEF DEVELOPMENT OFFICER | 40 | $276,928 | $0 | $25,004 | $301,932 | 1 |
| COLLIN ALEXANDER | DIRECTOR OF FINANCE | 40 | $227,417 | $0 | $40,944 | $268,361 | 1 |
| FRED ASIEDU LARBI | DIRECTOR OF OPERATIONS | 40 | $215,510 | $0 | $50,904 | $266,414 | 1 |
| SHELA HALPER | SENIOR FOUNDATION PROGRAM OFFICER | 40 | $213,066 | $0 | $32,495 | $245,561 | 1 |
| ERICA MATA | ASSOCIATE DIRECTOR OF OPERATIONS | 40 | $136,580 | $0 | $47,354 | $183,934 | 1 |
| VIRGINIA DUNN | SENIOR ASSOC. DIR. OF COMM. & MRKT. | 40 | $132,365 | $0 | $38,818 | $171,183 | 1 |
| TIMOTHY VAWTER | ASSOCIATE DIRECTOR OF IT | 40 | $129,375 | $0 | $35,371 | $164,746 | 1 |
| CESAR MARTINEZ | SOLUTIONS ARCHITECT | 40 | $128,429 | $0 | $33,585 | $162,014 | 1 |
| STEPHEN M WEINER | BOARD CHAIR | 2 | $39,489 | $0 | $0 | $39,489 | 1 |
| DAVID L KNOWLTON | VICE CHAIR & SECRETARY | 1 | $27,894 | $0 | $0 | $27,894 | 1 |
| NANCY CARTERON MD FACR | BOARD MEMBER | 1 | $20,560 | $0 | $0 | $20,560 | 1 |
| SUZANNE M MILLER PHD | BOARD MEMBER | 1 | $13,359 | $0 | $0 | $13,359 | 1 |
| JERRI SCARZELLA BSN | VICE CHAIR & TREASURER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| DAVID F ERTEL | BOARD MEMBER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| CATHLEEN BENNETT ESQ | BOARD MEMBER | 1 | $9,000 | $0 | $0 | $9,000 | 1 |
| DON LISS MD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 18 people listed · 17 paid, $2.2M · 151 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ALAN KLEIN | CHIEF DEVELOPMENT OFFICER | 40 | $329,342 | $0 | $25,276 | $354,618 | 1 |
| KRISTA ZODET | PRESIDENT | 40 | $314,819 | $0 | $23,593 | $338,412 | 1 |
| SHELA HALPER | SENIOR FOUNDATION PROGRAM OFFICER | 40 | $215,361 | $0 | $32,695 | $248,056 | 1 |
| COLLIN ALEXANDER | DIRECTOR OF FINANCE | 40 | $177,079 | $0 | $41,257 | $218,336 | 1 |
| FRED ASIEDU LARBI | DIRECTOR OF OPERATIONS | 40 | $198,980 | $0 | $18,039 | $217,019 | 1 |
| VIRGINIA DUNN | SR. ASSOCIATE DIRECTOR, COMM. & MKT | 40 | $129,521 | $0 | $41,786 | $171,307 | 1 |
| ERICA MATA | ASSOCIATE DIRECTOR OF OPERATIONS | 40 | $104,155 | $0 | $42,731 | $146,886 | 1 |
| TIM VAWTER | ASSOCIATE DIRECTOR OF IT | 40 | $104,805 | $0 | $33,815 | $138,620 | 1 |
| CESAR MARTINEZ | SOLUTIONS ARCHITECT | 40 | $105,774 | $0 | $32,020 | $137,794 | 1 |
| LORRIN ROSEN | SENIOR MANAGER, HUMAN RESOURCES | 40 | $104,155 | $0 | $30,723 | $134,878 | 1 |
| DAVID L KNOWLTON | VICE CHAIR & SECRETARY | 1 | $32,156 | $0 | $0 | $32,156 | 1 |
| STEPHEN M WEINER | BOARD CHAIR | 2 | $20,563 | $0 | $0 | $20,563 | 1 |
| NANCY CARTERON MD FACR | BOARD MEMBER | 1 | $13,313 | $0 | $0 | $13,313 | 1 |
| JERRI SCARZELLA BSN | VICE CHAIR & TREASURER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| CATHLEEN BENNETT ESQ | BOARD MEMBER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| SUZANNE M MILLER PHD | BOARD MEMBER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| DAVID F ERTEL | BOARD MEMBER | 1 | $9,000 | $0 | $0 | $9,000 | 1 |
| DON LISS MD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2020 · 14 people listed · 12 paid, $1.7M · 167 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Alan Klein | Chief Development Officer | 40 | $320,676 | $0 | $26,689 | $347,365 | 1 |
| Krista Zodet | President | 40 | $317,631 | $0 | $27,035 | $344,666 | 1 |
| Shela Halper | Senior Director, External Relations | 40 | $202,003 | $0 | $30,604 | $232,607 | 1 |
| Collin Alexander | Controller | 40 | $148,624 | $0 | $39,624 | $188,248 | 1 |
| Fred Asiedu Larbi | Director of Operations | 40 | $165,853 | $0 | $14,356 | $180,209 | 1 |
| Virginia Dunn Sen Associate | Dir., Communications & Marketing | 40 | $127,252 | $0 | $40,238 | $167,490 | 1 |
| Robin A Hidalgo | Solutions Architect | 40 | $107,748 | $0 | $13,672 | $121,420 | 1 |
| David L Knowlton | Vice Chair & Secretary | 1 | $36,912 | $0 | $0 | $36,912 | 1 |
| Nancy Carteron MD FACR | Board Member | 1 | $15,094 | $0 | $0 | $15,094 | 1 |
| Jerri Scarzella BSN | Vice Chair & Treasurer | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| Suzanne M Miller PhD | Board Member | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| Cathleen Bennett Esq | Board Member | 1 | $9,000 | $0 | $0 | $9,000 | 1 |
| Stephen M Weiner | Board Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| Don Liss MD | Board Member | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 14 people listed · 12 paid, $1.6M · 107 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTA ZODET | PRESIDENT | 40 | $298,728 | $0 | $25,735 | $324,463 | 1 |
| ALAN KLEIN | CHIEF DEVELOPMENT OFFICER | 40 | $293,157 | $0 | $26,373 | $319,530 | 1 |
| SHELA HALPER | SENIOR DIRECTOR, EXTERNAL RELATIONS | 40 | $198,000 | $0 | $29,471 | $227,471 | 1 |
| COLLIN ALEXANDER | CONTROLLER | 40 | $124,656 | $0 | $37,717 | $162,373 | 1 |
| VIRGINIA DUNN SEN ASSOCIATE | DIR., COMMUNICATIONS & MARKETING | 40 | $108,900 | $0 | $37,447 | $146,347 | 1 |
| FRED ASIEDU LARBI | DIRECTOR OF OPERATIONS | 40 | $117,913 | $0 | $11,096 | $129,009 | 1 |
| SUSAN GOLDEN ASSOCIATE DIR | ANALYTICS & PROCESS IMPROVEMENT | 40 | $104,872 | $0 | $22,392 | $127,264 | 1 |
| ROBIN A HIDALGO | SOLUTIONS ARCHITECT | 40 | $101,245 | $0 | $13,901 | $115,146 | 1 |
| DAVID L KNOWLTON | VICE CHAIR & SECRETARY | 1 | $24,656 | $0 | $0 | $24,656 | 1 |
| NANCY CARTERON MD FACR | BOARD MEMBER | 1 | $20,156 | $0 | $0 | $20,156 | 1 |
| SUZANNE M MILLER PHD | BOARD MEMBER | 1 | $16,313 | $0 | $0 | $16,313 | 1 |
| JERRI SCARZELLA BSN | VICE CHAIR & TREASURER | 1 | $14,063 | $0 | $0 | $14,063 | 1 |
| STEPHEN M WEINER | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| DON LISS MD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 15 people listed · 13 paid, $1.7M · 18 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTA ZODET | PRESIDENT | 40 | $309,046 | $0 | $26,171 | $335,217 | 1 |
| ALAN KLEIN | CHIEF DEVELOPMENT OFFICER | 40 | $284,978 | $0 | $27,803 | $312,781 | 1 |
| SHELA HALPER | SR. DIRECTOR OF EXTERNAL RELATIONS | 40 | $188,548 | $0 | $30,504 | $219,052 | 1 |
| COLLIN ALEXANDER | CONTROLLER | 40 | $118,021 | $0 | $37,608 | $155,629 | 1 |
| RAFAELLA RAOFI | SENIOR ASSOCIATE DIRECTOR OF OPS. | 40 | $117,022 | $0 | $27,842 | $144,864 | 1 |
| VIRGINIA DUNN | ASSOCIATE DIR. COMMS. & MARKETING | 40 | $106,105 | $0 | $37,927 | $144,032 | 1 |
| SUSAN GOLDEN ASSOCIATE DIR | ANALYTICS & PROCESS IMPROVEMENT | 40 | $100,952 | $0 | $22,979 | $123,931 | 1 |
| FRED ASIEDU LARBI | SENIOR ASSOCIATE DIRECTOR OF OPS. | 40 | $111,823 | $0 | $11,548 | $123,371 | 1 |
| BASKARAN VELLANDURAI | DIRECTOR OF FIN. & IT UNTIL 06/2018 | 40 | $85,165 | $0 | $13,986 | $99,151 | 1 |
| DAVID L KNOWLTON | VICE CHAIR & SECRETARY | 1 | $26,156 | $0 | $0 | $26,156 | 1 |
| JERRI SCARZELLA BSN | VICE CHAIR & TREASURER | 1 | $15,188 | $0 | $0 | $15,188 | 1 |
| NANCY CARTERON MD FACR | BOARD MEMBER | 1 | $15,000 | $0 | $0 | $15,000 | 1 |
| SUZANNE M MILLER PHD | BOARD MEMBER | 1 | $12,563 | $0 | $0 | $12,563 | 1 |
| STEPHEN M WEINER | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| DON LISS MD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 10 people listed · 8 paid, $986K · 14 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTA ZODET | PRESIDENT | 40 | $241,403 | $0 | $24,192 | $265,595 | 1 |
| ALAN KLEIN | CHIEF DEVELOPMENT OFFICER | 40 | $222,032 | $0 | $20,200 | $242,232 | 1 |
| BASKARAN VELLANDURAI | DIRECTOR OF FINANCE & IT | 40 | $190,002 | $0 | $25,225 | $215,227 | 1 |
| SHELA HALPER | SR. DIRECTOR OF EXTERNAL RELATIONS | 40 | $187,972 | $0 | $27,176 | $215,148 | 1 |
| JERRI SCARZELLA BSN | VICE CHAIR & TREASURER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| DAVID L KNOWLTON | VICE CHAIR & SECRETARY | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| NANCY CARTERON MD FACR | BOARD MEMBER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| SUZANNE M MILLER PHD | BOARD MEMBER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| STEPHEN M WEINER | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| DON LISS MD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 10 people listed · 8 paid, $917K · 13 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTA ZODET | PRESIDENT | 40 | $232,050 | $0 | $23,543 | $255,593 | 1 |
| SHELA HALPER | SR. DIRECTOR OF EXTERNAL RELATIONS | 40 | $178,625 | $0 | $27,181 | $205,806 | 1 |
| BASKARAN VELLANDURAI | DIRECTOR OF FINANCE & IT | 40 | $178,649 | $0 | $25,105 | $203,754 | 1 |
| ALAN KLEIN | CHIEF DEVELOPMENT OFFICER | 40 | $186,000 | $0 | $17,694 | $203,694 | 1 |
| JERRI SCARZELLA BSN | VICE CHAIR & TREASURER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| DAVID L KNOWLTON | VICE CHAIR & SECRETARY | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| NANCY CARTERON MD FACR | BOARD MEMBER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| SUZANNE M MILLER PHD | BOARD MEMBER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| STEPHEN M WEINER | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| DON LISS MD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 9 people listed · 7 paid, $726K · 11 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTA ZODET | PRESIDENT | 40 | $235,980 | $0 | $22,690 | $258,670 | 1 |
| SHELA HALPER | DIR. OF STRATEGIC DEV. & MARKETING | 40 | $184,444 | $0 | $27,828 | $212,272 | 1 |
| BASKARAN VELLANDURAI | DIRECTOR OF FINANCE & IT | 40 | $180,141 | $0 | $26,755 | $206,896 | 1 |
| JERRI SCARZELLA BSN | VICE CHAIR & TREASURER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| NANCY CARTERON MD FACR | VICE CHAIR & SECRETARY | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| DAVID L KNOWLTON | BOARD MEMBER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| SUZANNE M MILLER PHD | BOARD MEMBER | 1 | $12,000 | $0 | $0 | $12,000 | 1 |
| STEPHEN M WEINER | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| DON LISS MD | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 9 people listed · 7 paid, $666K · 10 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KRISTA ZODET | PRESIDENT | 40 | $204,000 | $0 | $22,521 | $226,521 | 1 |
| SHELA HALPER | DIR. OF STRATEGIC DEV. & MARKETING | 40 | $176,232 | $0 | $32,156 | $208,388 | 1 |
| BASKARAN VELLANDURAI | DIRECTOR OF FINANCE & IT | 40 | $171,974 | $0 | $26,915 | $198,889 | 1 |
| JERRI SCARZELLA | VICE CHAIR & TREASURER | 1 | $8,000 | $0 | $0 | $8,000 | 1 |
| NANCY CARTERON | VICE CHAIR & SECRETARY | 1 | $8,000 | $0 | $0 | $8,000 | 1 |
| DAVID L KNOWLTON | BOARD MEMBER | 1 | $8,000 | $0 | $0 | $8,000 | 1 |
| SUZANNE M MILLER | BOARD MEMBER | 1 | $8,000 | $0 | $0 | $8,000 | 1 |
| STEPHEN M WEINER | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| DON LISS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 10 people listed · 8 paid, $852K · 11 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY P SUNDEEN | PRESIDENT - UNTIL 8/2013 | 40 | $208,139 | $0 | $19,493 | $227,632 | 1 |
| KRISTA ZODET | PRESIDENT | 40 | $196,960 | $0 | $21,977 | $218,937 | 1 |
| SHELA HALPER | DIR. OF STRATEGIC DEV. AND MARKETING | 40 | $159,307 | $0 | $33,840 | $193,147 | 1 |
| BASKARAN VELLANDURAI | DIRECTOR OF FINANCE & IT | 40 | $155,574 | $0 | $24,797 | $180,371 | 1 |
| JERRI SCARZELLA | VICE CHAIR & TREASURER | 1 | $8,000 | $0 | $0 | $8,000 | 1 |
| NANCY CARTERON | VICE CHAIR & SECRETARY | 1 | $8,000 | $0 | $0 | $8,000 | 1 |
| DAVID KNOWLTON | BOARD MEMBER | 1 | $8,000 | $0 | $0 | $8,000 | 1 |
| SUZANNE MILLER | BOARD MEMBER | 1 | $8,000 | $0 | $0 | $8,000 | 1 |
| STEPHEN WEINER | BOARD CHAIR (SEE NOTE IN SCHEDULE J) | 2 | $0 | $0 | $0 | $0 | 1 |
| DON LISS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 10 people listed · 8 paid, $916K · 12 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY P SUNDEEN | PRESIDENT | 40 | $258,930 | $0 | $37,792 | $296,722 | 1 |
| KRISTA ZODET | VICE PRESIDENT | 40 | $190,372 | $0 | $20,197 | $210,569 | 1 |
| SHELA HALPER | DIR. OF STRATEGIC DEV. AND MARKETING | 40 | $170,707 | $0 | $23,345 | $194,052 | 1 |
| BASKARAN VELLANDURAI | DIRECTOR OF FINANCE & IT | 40 | $158,974 | $0 | $23,610 | $182,584 | 1 |
| JERRI SCARZELLA | VICE CHAIR & TREASURER | 1 | $8,000 | $0 | $0 | $8,000 | 1 |
| NANCY CARTERON | VICE CHAIR & SECRETARY | 1 | $8,000 | $0 | $0 | $8,000 | 1 |
| DAVID KNOWLTON | BOARD MEMBER | 1 | $8,000 | $0 | $0 | $8,000 | 1 |
| SUZANNE MILLER | BOARD MEMBER | 1 | $8,000 | $0 | $0 | $8,000 | 1 |
| STEPHEN WEINER | BOARD CHAIR (SEE NOTE IN SCHEDULE J) | 2 | $0 | $0 | $0 | $0 | 1 |
| DON LISS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 10 people listed · 8 paid, $873K · 9 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MARY P SUNDEEN | PRESIDENT | 40 | $272,837 | $0 | $41,714 | $314,551 | 1 |
| SHELA HALPER | DIR. - STRAT. DEVELOP. & MARKETING | 40 | $165,748 | $0 | $20,097 | $185,845 | 1 |
| BASKARAN VELLANDURAI | DIRECTOR OF FINANCE & IT | 40 | $163,941 | $0 | $20,210 | $184,151 | 1 |
| KRISTA ZODET | DIRECTOR OF OPERATIONS | 32 | $140,279 | $0 | $15,349 | $155,628 | 1 |
| JERRI SCARZELLA | VICE CHAIR & TREASURER | 1 | $9,000 | $0 | $0 | $9,000 | 1 |
| NANCY CARTERON | VICE CHAIR & SECRETARY | 1 | $9,000 | $0 | $0 | $9,000 | 1 |
| DAVID KNOWLTON | BOARD MEMBER | 1 | $9,000 | $0 | $0 | $9,000 | 1 |
| SUZANNE MILLER | BOARD MEMBER | 1 | $6,000 | $0 | $0 | $6,000 | 1 |
| STEPHEN WEINER | BOARD CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| DON LISS | BOARD MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $2.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| PDMI | POLAND, OH | claims processing | $814,066 |
| SALESFORCEORG | SAN FRANCISCO, CA | grants management | $691,254 |
| Vonage Business Inc | HOLMDEL, NJ | telecom services | $568,570 |
| AB DATA | MILWAUKEE, WI | direct mail | $348,085 |
| ClarkLaw | WASHINGTON, DC | legal advisor | $301,800 |
2023 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| PHARMACY DATA MANAGEMENT INC | POLAND, OH | PHARMACY CLAIMS PROCESSING | $992,557 |
| VONAGE BUSINESS INC | HOLMDEL, NJ | TELECOM SERVICES | $437,906 |
| SALESFORCEORG | SAN FRANCISCO, CA | GRANTS MANAGEMENT SYSTEM | $273,885 |
| AB DATA | MILWAUKEE, WI | DIRECT MAIL | $204,334 |
| EXPERIAN HEALTH | COSTA MESA, CA | VERIFICATION SERVICES FOR APPLICANTS | $188,642 |
2022 · 5 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| PHARMACY DATA MANAGEMENT INC | POLAND, OH | PHARMACY CLAIMS PROCESSING | $894,870 |
| VONAGE BUSINESS INC | HOLMDEL, NJ | TELECOM SERVICES | $697,837 |
| EXPERIAN HEALTH INC | FRANKLIN, TN | VERIFICATION SERVICES FOR APP. | $198,817 |
| WELLS FARGO | HENDERSON, NV | INVESTMENT MANAGEMENT FEES | $157,603 |
| CLARKLAW | WASHINGTON, DC | LEGAL SERVICES | $144,000 |
2021 · 5 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| PHARMACY DATA MANAGEMENT INC | POLAND, OH | PHARMACY CLAIMS PROCESSING | $913,806 |
| AB DATA COMPENSATION | MILWAUKEE, WI | DIRECT MAIL SERVICES | $364,451 |
| BAKER DONELSON | WASHINGTON, DC | LEGAL SERVICES | $282,083 |
| EXPERIAN HEALTH INC | FRANKLIN, TN | VERIFICATION SVCS FOR APPLICANTS | $238,694 |
| SALESFORCEORG | SAN FRANSISCO, CA | GRANT MANAGEMENT SYSTEM | $233,803 |
2020 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| Vonage Business | McLean, VA | Telephony services | $545,704 |
| AB Data Group | Milwaukee, WI | Direct mail services | $216,952 |
| Experian Health Inc | Franklin, TN | Verification services | $213,717 |
| Baker Donelson | Washington, DC | Legal services | $204,171 |
| Salesforce | San Francisco, CA | Grant management system | $174,778 |
2019 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| VONAGE BUSINESS | MCLEAN, VA | TELEPHONY SERVICES | $606,582 |
| WRB COMMUNICATIONS INC | CHANTILLY, VA | HOTLINE SERVICES | $214,989 |
| AB DATA GROUP | MILWAUKEE, WI | DIRECT MAIL SERVICES | $213,280 |
| EXPERIAN HEALTH INC | FRANKLIN, TN | VERIFICATION SERVICES | $175,789 |
| BAKER DONELSON | WASHINGTON, DC | LEGAL SERVICES | $150,615 |
2018 · 5 contractors · $5.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| WRB COMMUNICATIONS INC | CHANTILLY, VA | HOTLINE SERVICES | $4,892,880 |
| MORGAN STANLEY | BOCA RATON, FL | INVESTMENT MANAGEMENT | $201,525 |
| AB DATA GROUP | MILWAUKEE, WI | DIRECT MAIL SERVICES | $180,266 |
| BAKER DONELSON | WASHINGTON, DC | LEGAL SERVICES | $177,755 |
| PCS | PRINCETON, NJ | CONSULTING SERVICES | $162,934 |
2017 · 4 contractors · $4.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| WRB COMMUNICATIONS INC | CHANTILLY, VA | HOTLINE SERVICES | $4,101,530 |
| MORGAN STANLEY | BOCA RATON, FL | INVESTMENT MANAGEMENT | $218,392 |
| BAKER DONELSON | WASHINGTON, DC | LEGAL SERVICES | $198,421 |
| WHITECOAT STRATEGIES LLC | WASHINGTON, DC | PUBLIC RELATIONS | $118,603 |
2016 · 5 contractors · $4.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| COVANCE MARKET ACCESS SERVICES INC | GAITHERSBURG, MD | HOTLINE SERVICES | $3,182,773 |
| WRB COMMUNICATIONS INC | CHANTILLY, VA | HOTLINE SERVICES | $1,079,951 |
| COVANCE SPECIALTY PHARMACY | LAKES LAND, FL | MANAGEMENT OF PHARMACY CARDS | $237,271 |
| AB DATA GROUP | MILWAUKEE, WI | DIRECT MAIL | $206,189 |
| OBER KALER GRIMES & SHRIVER | WASH, DC | LEGAL SERVICES | $140,015 |
2015 · 4 contractors · $6.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| COVANCE MARKET ACCESS SERVICES INC | GAITHERSBURG, MD | HOTLINE SERVICES | $6,270,966 |
| COVANCE SPECIALTY PHARMACY | LAKES LAND, FL | MANAGEMENT OF PHARMACY CARDS | $392,528 |
| AB DATA GROUP | MILWAUKEE, WI | PROFESSIONAL FUNDRAISING | $157,603 |
| WHITECOAT STRATEGIES LLC | WASHINGTON, DC | PUBLIC RELATIONS, COMMUNICATIONS | $121,033 |
2014 · 5 contractors · $4.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| COVANCE MARKET ACCESS | GAITHERSBURG, MD | OPERATIONS OF PATIENT SERVICES | $4,221,925 |
| COVANCE SPECIALTY PHARMACY | LAKES LAND, FL | MANAGEMENT OF PHARMACY CARDS | $295,646 |
| AB DATA GROUP | MILWAUKEE, WI | PROFESSIONAL FUNDRAISING | $182,011 |
| WHITECOAT STRATEGIES LLC | WASHINGTON, DC | PUBLIC RELATIONS, COMMUNICATIONS | $130,610 |
| ML STRATEGIES LLC | WASHINGTON, DC | STRATEGIC PLANNING AND BUSINESS DEVELOPM | $100,012 |
2013 · 5 contractors · $7.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| COVANCE MARKET ACCESS | OPERATIONS OF PATIENT SERVICES | $6,340,003 | |
| COVANCE SPECIALTY PHARMACY | MANAGEMENT OF PHARMACY CARDS | $468,607 | |
| AB DATA GROUP | PROFESSIONAL FUNDRAISING | $190,821 | |
| WHITECOAT STRATEGIES LLC | PUBLIC RELATIONS, COMMUNICATIONS, AND ST | $120,923 | |
| ML STRATEGIES LLC | STRATEGIC PLANNING AND BUSINESS DEVELOPM | $105,000 |
2012 · 4 contractors · $8.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| COVANCE MARKET ACCESS | GAITHERSBURG, MD | OPERATIONS OF PATIENT SERVICES | $7,847,937 |
| COVANCE SPECIALTY PHARMACY | LAKES LAND, FL | MANAGEMENT OF PHARMACY CARDS | $494,516 |
| AB DATA GROUP | MILWAUKEE, WI | PROFESSIONAL FUNDRAISING | $220,053 |
| OBER KALER GRIMES & SHRIVER | WASHINGTON, DC | LEGAL SERVICES | $138,685 |
2011 · 5 contractors · $14.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| COVANCE MARKET ACCESS | GAITHERSBURG, MD | OPERATIONS OF PATIENT SERVICES | $12,675,869 |
| ACCOUNTING SEED LLC | ELLICOTT CITY, MD | SYSTEM DEVELOPMENT | $444,823 |
| COVANCE SPECIALTY PHARMACY | LAKES LAND, FL | MANAGEMENT OF PHARMACY CARDS | $429,863 |
| TRIAL CARD | CARY, NC | MANAGEMENT OF PHARMACY CARDS | $341,868 |
| AB DATA GROUP | MILWAUKEE, WI | PROFESSIONAL FUNDRAISING | $186,388 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $911,501,566 | $603,213,244 | $918,189,028 | $875,979,478 | $886,965,654 | $0 | $2,324,111 | 296 | 9 |
| 2023 · Form 990 | ||||||||
| $742,364,218 | $721,499,830 | $637,832,771 | $556,276,700 | $730,901,028 | $32,198 | $1,553,057 | 234 | 0 |
| 2022 · Form 990 | ||||||||
| $683,954,512 | $627,531,311 | $538,621,977 | $507,742,101 | $678,100,099 | $2,800 | $1,451,607 | 197 | 0 |
| 2021 · Form 990 | ||||||||
| $554,261,279 | $629,943,666 | $529,554,117 | $504,315,707 | $538,184,808 | $0 | $1,523,599 | 151 | 0 |
| 2020 · Form 990 | ||||||||
| $558,747,759 | $452,158,545 | $604,913,332 | $582,119,196 | $546,256,983 | $0 | $1,189,853 | 167 | 0 |
| 2019 · Form 990 | ||||||||
| $488,370,029 | $383,841,702 | $473,159,995 | $455,710,646 | $481,424,153 | $0 | $946,652 | 107 | 0 |
| 2018 · Form 990 | ||||||||
| $437,569,813 | $327,823,652 | $345,846,006 | $329,097,327 | $427,570,435 | $0 | $1,035,108 | 18 | 0 |
| 2017 · Form 990 | ||||||||
| $353,917,166 | $245,804,878 | $245,686,236 | $233,441,951 | $350,046,179 | $0 | $986,202 | 14 | 0 |
| 2016 · Form 990 | ||||||||
| $141,223,346 | $110,112,787 | $127,590,757 | $120,077,183 | $139,091,107 | $0 | $916,847 | 13 | 0 |
| 2015 · Form 990 | ||||||||
| $67,991,986 | $67,463,765 | $93,072,651 | $89,016,900 | $67,134,754 | $0 | $725,838 | 11 | 0 |
| 2014 · Form 990 | ||||||||
| $89,243,306 | $36,555,748 | $95,104,829 | $92,260,763 | $87,271,430 | $0 | $665,798 | 10 | 0 |
| 2013 · Form 990 | ||||||||
| $19,478,916 | $40,445,926 | $41,873,758 | $38,794,780 | $18,482,644 | $0 | $852,087 | 11 | 0 |
| 2012 · Form 990 | ||||||||
| $44,390,685 | $48,117,064 | $64,012,596 | $58,439,390 | $42,379,225 | $0 | $915,927 | 12 | 0 |
| 2011 · Form 990 | ||||||||
| $53,842,195 | $65,518,601 | $66,318,603 | $61,599,344 | $52,749,627 | $0 | $706,547 | 9 | 0 |
Funders of this organization
58 grantors reported grants to this organization, $38,622,280 in all, tax years 2010 to 2025; the 25 largest shown (all 58). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| CYSTIC FIBROSIS FOUNDATION | Public charity | Exact | 2015-2024 | 10 | $35,924,502 | 2024 | $3,000,000 | show |
| LUNDBECK US CHARITABLE FUND | Private foundation | Fuzzy filed as “Healthwell Foundation” | 2019 | 1 | $1,000,000 | 2019 | $1,000,000 | show |
| THE PRUITT FOUNDATION INC | Private foundation | Fuzzy filed as “HEALTHWELL FOUNDATION” | 2016, 2020-2024 | 11 | $636,100 | 2024 | $33,000 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2019-2024 | 6 | $216,306 | 2024 | $30,675 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2019, 2021-2024 | 5 | $149,935 | 2024 | $52,100 | show |
| COLE-CRONE FAMILY FOUNDATION INC | Private foundation | Fuzzy filed as “HEALTHWELL FOUNDATION” | 2020-2025 | 6 | $130,000 | 2025 | $20,000 | show |
| TIDES FOUNDATION | DAF sponsor | Exact | 2022 | 1 | $100,000 | 2022 | $100,000 | show |
| AMERICAN ONLINE GIVING FOUNDATION INC | DAF sponsor | Exact | 2019-2024 | 6 | $71,060 | 2024 | $19,576 | show |
| LULU FOUNDATION | Private foundation | Fuzzy filed as “HEALTHWELL FOUNDATION” | 2020, 2022-2025 | 5 | $40,000 | 2025 | $5,000 | show |
| FORGOOD INC | DAF sponsor | Exact | 2018-2021 | 4 | $33,904 | 2021 | $6,323 | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | DAF sponsor | Exact | 2023 | 1 | $28,000 | 2023 | $28,000 | show |
| GIVE LIVELY FOUNDATION INC | Public charity | Exact | 2021-2024 | 4 | $27,493 | 2024 | $9,635 | show |
| FRANK STRICK FOUNDATION INC | Private foundation | Fuzzy filed as “HEALTHWELL FOUNDATION” | 2021-2024 | 4 | $25,000 | 2024 | $5,000 | show |
| SILICON VALLEY COMMUNITY FOUNDATION | DAF sponsor | Exact | 2020 | 1 | $25,000 | 2020 | $25,000 | show |
| HOMES FOR HEROES FOUNDATION | Private foundation | Fuzzy filed as “HEALTHWELL FOUNDATION” | 2020 | 1 | $25,000 | 2020 | $25,000 | show |
| NATIONAL PHILANTHROPIC TR | DAF sponsor | Exact | 2022-2024 | 3 | $23,250 | 2024 | $7,750 | show |
| J C KENNEDY FOUNDATION INC | Private foundation | Fuzzy filed as “HEALTHWELL FOUNDATION” | 2023-2024 | 2 | $20,000 | 2024 | $10,000 | show |
| THE LAZZARA FAMILY FOUNDATION | Private foundation | Fuzzy filed as “HEALTHWELL FOUNDATION” | 2023 | 1 | $20,000 | 2023 | $20,000 | show |
| PAYPAL CHARITABLE GIVING FUND | DAF sponsor | Exact | 2024 | 1 | $13,078 | 2024 | $13,078 | show |
| THE GALLOO FOUNDATION | Private foundation | Fuzzy filed as “HEALTHWELL FOUNDATION” | 2025 | 1 | $10,330 | 2025 | $10,330 | show |
| PAUL S NADLER FAM CHARITABLE TR | Private foundation | Fuzzy filed as “HEALTHWELL FOUNDATION” | 2025 | 1 | $10,000 | 2025 | $10,000 | show |
| ZALKIN FAMILY FOUNDATION | Private foundation | Fuzzy filed as “HEALTHWELL FOUNDATION” | 2025 | 1 | $10,000 | 2025 | $10,000 | show |
| IMPACTASSETS INC | DAF sponsor | Exact | 2024 | 1 | $10,000 | 2024 | $10,000 | show |
| ORGANIC ACIDEMIA ASSOCIATION CORPORATION | Public charity | Fuzzy filed as “Healthwell Foundation” | 2022 | 1 | $10,000 | 2022 | $10,000 | show |
| JEWISH COMMUNITY FND OF THE JEWISH FEDERATION COUNCIL OF GREATER LA | Public charity | Exact | 2020 | 1 | $6,400 | 2020 | $6,400 | show |
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| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| INDEPENDENT HEALTH ASSOCIATION INC | NY | E99 | $1,732,719,902 | $1,747,815,329 | PRESIDENT (END 02/24) & CEO | $2,491,986 | Same NTEE code E99, revenue within 2x |
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| MARTINS POINT GENERATIONS ADVANTAGE INC | ME | E99 | $745,845,935 | $805,624,438 | President & CEO | $1,387,229 | Same NTEE code E99, revenue within 2x |
| RUSH SYSTEM FOR HEALTH | IL | E99 | $283,154,871 | $283,154,871 | President & Chief Executive Officer, RUSH | $4,819,778 | Same NTEE code E99, revenue within 5x |
| COMMON GROUND HEALTHCARE COOPERATIVE | WI | E99 | $439,395,684 | $448,856,338 | CEO | $1,050,491 | Same NTEE code E99, revenue within 5x |
| UC HEALTHCARE SYSTEM | OH | E99 | $2,926,481,065 | $2,923,524,001 | PHYSICIAN | $2,279,521 | Same NTEE code E99, revenue within 5x |
| HOPEHEALTH INC | SC | E99 | $200,494,402 | $180,794,227 | Chief Medical Officer | $457,605 | Same NTEE code E99, revenue within 5x |
| ASSISTANCE FUND INC | FL | E99 | $284,709,120 | $230,788,273 | CHIEF EXECUTIVE OFFICER | $567,706 | Same NTEE code E99, revenue within 5x |
| PHOEBE PHYSICIAN GROUP INC | GA | E99 | $245,159,199 | $245,159,198 | BD MEM/PPHS | $2,238,940 | Same NTEE code E99, revenue within 5x |
| DISTRICT MEDICAL GROUP INC | AZ | E99 | $261,124,428 | $258,044,990 | DIRECTOR OF NEUROSURGERY | $1,662,868 | Same NTEE code E99, revenue within 5x |
| SB CLINICAL PRACTICE MANAGEMENT PLAN INC | NY | E99 | $326,714,943 | $331,273,502 | Director | $1,924,654 | Same NTEE code E99, revenue within 5x |
| FOUNDATION MEDICAL PARTNERS INC | NH | E99 | $134,033,925 | $178,576,421 | Physician | $1,287,374 | Same NTEE code E99, revenue within 10x |
| APLA HEALTH & WELLNESS | CA | E99 | $116,451,685 | $108,956,662 | CHIEF EXECUTIVE OFFICER | $573,954 | Same NTEE code E99, revenue within 10x |
| OWENSBORO HEALTH MEDICAL GROUP INC | KY | E99 | $120,382,638 | $229,639,571 | PHYSICIAN | $1,602,528 | Same NTEE code E99, revenue within 10x |
| SIGNAL BEHAVIORAL HEALTH NETWORK | CO | E99 | $100,605,935 | $99,653,939 | CEO | $228,617 | Same NTEE code E99, revenue within 10x |
| NORDX | ME | E99 | $106,771,560 | $104,645,705 | CFO, MaineHealth/Board Treasurer | $1,404,205 | Same NTEE code E99, revenue within 10x |
| LONG ISLAND JEWISH MEDICAL CENTER AT HOME PHARMACY INC | NY | E99 | $105,455,427 | $113,464,914 | President & CEO | $5,943,362 | Same NTEE code E99, revenue within 10x |
| AMERICAN COLLEGE HEALTH ASSOCIATION | MD | E99 | $4,288,783 | $4,845,309 | CHIEF EXECUTIVE OFFICER | $238,190 | Same NTEE code E99, revenue differs more than 10x, same state |
| HEALTHCARE ACCESS MARYLAND INC | MD | E99 | $21,435,419 | $18,527,210 | CEO | $257,078 | Same NTEE code E99, revenue differs more than 10x, same state |
| WARWICK MANOR BEHAVIORAL HEALTH INC | MD | E99 | $5,302,508 | $6,786,415 | Pres/CEO | $174,990 | Same NTEE code E99, revenue differs more than 10x, same state |
| NOVA INSTITUTE FOR HEALTH INC | MD | E99 | $2,704,547 | $3,215,488 | PRESIDENT/CHAIRMAN | $778,403 | Same NTEE code E99, revenue differs more than 10x, same state |
| DIMENSIONS HEALTHCARE ASSOCIATES | MD | E99 | $35,372,036 | $40,105,522 | President and CEO, UMMS | $3,940,617 | Same NTEE code E99, revenue differs more than 10x, same state |
| HEALTH FOUNDATION INC | NC | E99 | $2,015,424 | $2,516,589 | EXECUTIVE DIRECTOR | $159,639 | Same NTEE code E99, revenue differs more than 10x, similar name |
| HEALTH FORWARD FOUNDATION | MO | E99 | $45,105,484 | $51,303,039 | PRESIDENT/CEO | $616,697 | Same NTEE code E99, revenue differs more than 10x, similar name |
| GENETIC HEALTH FOUNDATION INC | WA | E99 | $1,470,296 | $1,518,056 | Dir. of Clinical | $113,108 | Same NTEE code E99, revenue differs more than 10x, similar name |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $603,213,244 spent · pay $24,272,549 · grants $570,236,144 · events $477,664
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $570,236,144 | $570,236,144 | - | - | 94.5% | |
| Other salaries and wages | $16,094,526 | $13,316,457 | $2,286,761 | $491,308 | 2.7% | |
| Other employee benefits | $3,819,997 | $3,179,585 | $530,145 | $110,267 | 0.6% | |
| Fees: other services | $3,111,129 | $1,476,048 | $1,137,662 | $497,419 | 0.5% | |
| Pay: officers, directors, trustees, key employees | $2,324,111 | $1,174,067 | $1,080,827 | $69,217 | 0.4% | |
| Office expenses | $1,506,866 | $1,288,416 | $183,310 | $35,140 | 0.2% | |
| Payroll taxes | $1,395,252 | $1,161,342 | $193,635 | $40,275 | 0.2% | |
| Occupancy | $1,012,471 | $839,882 | $150,250 | $22,339 | 0.2% | |
| Information technology | $998,658 | $637,131 | $309,200 | $52,327 | 0.2% | |
| Pension plan contributions | $638,663 | $530,187 | $88,635 | $19,841 | 0.1% | |
| Fees: accounting | $515,706 | - | $515,706 | - | 0.1% | |
| Conferences, conventions and meetings | $477,664 | $124,390 | $270,708 | $82,566 | 0.1% | |
| Fees: investment management | $315,544 | - | $315,544 | - | 0.1% | |
| Travel | $224,004 | $25,330 | $137,451 | $61,223 | 0.0% | |
| Other (as described) | SPONSORSHIP | $220,000 | - | $220,000 | - | 0.0% |
| Depreciation and depletion | $189,348 | $121,329 | $56,437 | $11,582 | 0.0% | |
| Advertising and promotion | $133,161 | $1,603 | $126,765 | $4,793 | 0.0% | |
| Total | $603,213,244 | 100% |
2023 · Form 990 · $721,499,830 spent · pay $19,608,580 · grants $695,015,656 · events $267,694
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $695,015,656 | $695,015,656 | - | - | 96.3% | |
| Other salaries and wages | $13,630,856 | $12,311,270 | $1,025,550 | $294,036 | 1.9% | |
| Other employee benefits | $3,126,405 | $2,736,125 | $316,429 | $73,851 | 0.4% | |
| Fees: other services | $1,974,550 | $1,223,001 | $738,122 | $13,427 | 0.3% | |
| Pay: officers, directors, trustees, key employees | $1,553,057 | $406,310 | $967,615 | $179,132 | 0.2% | |
| Occupancy | $966,190 | $854,332 | $90,357 | $21,501 | 0.1% | |
| Payroll taxes | $867,839 | $749,899 | $97,719 | $20,221 | 0.1% | |
| Office expenses | $646,192 | $432,577 | $189,860 | $23,755 | 0.1% | |
| Information technology | $558,233 | $532,555 | $25,678 | - | 0.1% | |
| Other (as described) | TAXES & LICENSES | $542,425 | $362,204 | $158,137 | $22,084 | 0.1% |
| Pension plan contributions | $430,423 | $424,061 | $5,124 | $1,238 | 0.1% | |
| Fees: professional fundraisers | $423,341 | - | - | $423,341 | 0.1% | |
| Conferences, conventions and meetings | $267,694 | $5,663 | $198,059 | $63,972 | 0.0% | |
| Fees: investment management | $266,048 | - | $266,048 | - | 0.0% | |
| Travel | $225,385 | $17,715 | $139,978 | $67,692 | 0.0% | |
| Fees: legal | $212,084 | $143,051 | $69,033 | - | 0.0% | |
| Fees: accounting | $198,553 | $133,924 | $64,629 | - | 0.0% | |
| Other (as described) | EMPLOYEE DEVELOPMENT | $184,499 | $150,908 | $31,176 | $2,415 | 0.0% |
| Depreciation and depletion | $177,244 | $120,537 | $45,918 | $10,789 | 0.0% | |
| Insurance | $101,394 | $67,876 | $29,791 | $3,727 | 0.0% | |
| Advertising and promotion | $92,967 | $72,549 | $20,418 | - | 0.0% | |
| Other (as described) | DUES & PUBLICATIONS | $28,359 | $10,910 | $7,153 | $10,296 | 0.0% |
| Other (as described) | STATE REGISTRATION FEES | $10,436 | $94 | $2,649 | $7,693 | 0.0% |
| Total | $721,499,830 | 100% |
2022 · Form 990 · $627,531,311 spent · pay $16,027,638 · grants $604,818,055 · events $130,235
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $604,818,055 | $604,818,055 | - | - | 96.4% | |
| Other salaries and wages | $10,765,684 | $9,812,503 | $835,243 | $117,938 | 1.7% | |
| Other employee benefits | $2,099,509 | $1,925,072 | $135,088 | $39,349 | 0.3% | |
| Pay: officers, directors, trustees, key employees | $1,451,607 | $492,768 | $725,650 | $233,189 | 0.2% | |
| Payroll taxes | $1,321,991 | $1,149,076 | $137,526 | $35,389 | 0.2% | |
| Fees: other services | $1,258,883 | $1,049,985 | $187,529 | $21,369 | 0.2% | |
| Information technology | $1,141,118 | $999,610 | $131,258 | $10,250 | 0.2% | |
| Fees: management | $961,981 | $498,912 | $458,310 | $4,759 | 0.2% | |
| Office expenses | $859,323 | $730,609 | $107,073 | $21,641 | 0.1% | |
| Occupancy | $826,200 | $752,383 | $58,884 | $14,933 | 0.1% | |
| Pension plan contributions | $388,847 | $380,969 | $1,589 | $6,289 | 0.1% | |
| Fees: professional fundraisers | $325,596 | - | - | $325,596 | 0.1% | |
| Fees: investment management | $262,073 | - | $262,073 | - | 0.0% | |
| Fees: legal | $195,419 | - | $195,419 | - | 0.0% | |
| Depreciation and depletion | $158,487 | $108,304 | $40,024 | $10,159 | 0.0% | |
| Travel | $144,441 | $685 | $85,535 | $58,221 | 0.0% | |
| Conferences, conventions and meetings | $130,235 | $4,746 | $74,746 | $50,743 | 0.0% | |
| Advertising and promotion | $130,088 | - | $41,563 | $88,525 | 0.0% | |
| Other (as described) | EMPLOYEE DEVELOPMENT | $111,630 | $88,362 | $23,268 | - | 0.0% |
| Fees: accounting | $83,700 | - | $83,700 | - | 0.0% | |
| Insurance | $60,678 | - | $60,678 | - | 0.0% | |
| Other (as described) | DUES & INVOICE | $35,766 | $14,309 | $16,244 | $5,213 | 0.0% |
| Total | $627,531,311 | 100% |
2021 · Form 990 · $629,943,666 spent · pay $13,452,033 · grants $610,136,983 · events $50,501
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $610,136,983 | $610,136,983 | - | - | 96.9% | |
| Other salaries and wages | $9,152,694 | $8,536,267 | $570,183 | $46,244 | 1.5% | |
| Fees: other services | $2,073,842 | $1,928,123 | $130,610 | $15,109 | 0.3% | |
| Other employee benefits | $1,694,038 | $1,495,967 | $161,428 | $36,643 | 0.3% | |
| Pay: officers, directors, trustees, key employees | $1,523,599 | $404,952 | $854,305 | $264,342 | 0.2% | |
| Information technology | $867,915 | $800,514 | $67,401 | - | 0.1% | |
| Office expenses | $825,377 | $423,345 | $378,170 | $23,862 | 0.1% | |
| Payroll taxes | $802,239 | $698,611 | $83,451 | $20,177 | 0.1% | |
| Fees: management | $738,588 | $487,441 | $251,147 | - | 0.1% | |
| Occupancy | $590,848 | $509,290 | $64,136 | $17,422 | 0.1% | |
| Fees: professional fundraisers | $386,661 | - | - | $386,661 | 0.1% | |
| Pension plan contributions | $279,463 | $248,243 | $28,918 | $2,302 | 0.0% | |
| Fees: investment management | $241,178 | - | $241,178 | - | 0.0% | |
| Fees: legal | $215,887 | $147,114 | $68,773 | - | 0.0% | |
| Depreciation and depletion | $102,699 | $51,081 | $48,136 | $3,482 | 0.0% | |
| Fees: accounting | $74,990 | - | $74,990 | - | 0.0% | |
| Insurance | $72,357 | - | $72,357 | - | 0.0% | |
| Other (as described) | DUES & SUBS | $57,157 | $9,927 | $27,524 | $19,706 | 0.0% |
| Conferences, conventions and meetings | $50,501 | $1,696 | $42,510 | $6,295 | 0.0% | |
| Travel | $44,422 | $1,428 | $13,576 | $29,418 | 0.0% | |
| Interest | $12,228 | $6,707 | $5,521 | - | 0.0% | |
| Total | $629,943,666 | 100% |
2020 · Form 990 · $452,158,545 spent · pay $9,125,591 · grants $437,532,753 · events $27,342
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $437,532,753 | $437,532,753 | - | - | 96.8% | |
| Other salaries and wages | $6,078,886 | $5,330,144 | $611,629 | $137,113 | 1.3% | |
| Fees: other services | $1,334,868 | $1,114,368 | $199,755 | $20,745 | 0.3% | |
| Fees: management | $1,332,536 | $1,124,721 | $183,594 | $24,221 | 0.3% | |
| Pay: officers, directors, trustees, key employees | $1,189,853 | $343,603 | $555,842 | $290,408 | 0.3% | |
| Other employee benefits | $1,104,226 | $904,424 | $172,282 | $27,520 | 0.2% | |
| Information technology | $923,224 | $856,690 | $66,534 | - | 0.2% | |
| Payroll taxes | $561,151 | $465,213 | $69,223 | $26,715 | 0.1% | |
| Occupancy | $429,198 | $312,011 | $85,720 | $31,467 | 0.1% | |
| Office expenses | $373,513 | $251,068 | $99,385 | $23,060 | 0.1% | |
| Fees: professional fundraisers | $313,550 | - | - | $313,550 | 0.1% | |
| Fees: legal | $225,007 | $20,282 | $204,725 | - | 0.0% | |
| Fees: investment management | $222,242 | - | $222,242 | - | 0.0% | |
| Pension plan contributions | $191,475 | $158,218 | $26,961 | $6,296 | 0.0% | |
| Other (as described) | Memberships/subs. | $103,409 | $4,919 | $74,373 | $24,117 | 0.0% |
| Depreciation and depletion | $102,363 | $65,140 | $27,228 | $9,995 | 0.0% | |
| Fees: accounting | $78,692 | - | $78,692 | - | 0.0% | |
| Conferences, conventions and meetings | $27,342 | - | $18,047 | $9,295 | 0.0% | |
| Insurance | $25,269 | - | $25,269 | - | 0.0% | |
| Travel | $8,988 | - | $5,341 | $3,647 | 0.0% | |
| Total | $452,158,545 | 100% |
2019 · Form 990 · $383,841,702 spent · pay $6,761,205 · grants $371,896,580 · events $75,313
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $371,896,580 | $371,896,580 | - | - | 96.9% | |
| Other salaries and wages | $4,293,864 | $3,644,841 | $557,572 | $91,451 | 1.1% | |
| Fees: management | $1,172,893 | $1,172,893 | - | - | 0.3% | |
| Other employee benefits | $1,003,314 | $872,066 | $121,893 | $9,355 | 0.3% | |
| Fees: other services | $975,481 | $779,527 | $195,954 | - | 0.3% | |
| Information technology | $962,725 | $909,728 | $41,490 | $11,507 | 0.3% | |
| Pay: officers, directors, trustees, key employees | $946,652 | $134,165 | $507,910 | $304,577 | 0.2% | |
| Office expenses | $409,081 | $272,787 | $110,571 | $25,723 | 0.1% | |
| Payroll taxes | $392,698 | $309,724 | $63,926 | $19,048 | 0.1% | |
| Occupancy | $297,451 | $235,624 | $48,273 | $13,554 | 0.1% | |
| Fees: professional fundraisers | $276,525 | - | - | $276,525 | 0.1% | |
| Fees: investment management | $221,230 | - | $221,230 | - | 0.1% | |
| Depreciation and depletion | $216,723 | $190,160 | $26,563 | - | 0.1% | |
| Other (as described) | MEMBERSHIPS/SUBS. | $182,936 | $170,812 | $12,124 | - | 0.0% |
| Fees: legal | $153,004 | $19,887 | $133,117 | - | 0.0% | |
| Pension plan contributions | $124,677 | $95,309 | $25,236 | $4,132 | 0.0% | |
| Travel | $120,633 | - | $54,240 | $66,393 | 0.0% | |
| Conferences, conventions and meetings | $75,313 | - | $50,456 | $24,857 | 0.0% | |
| Fees: accounting | $70,374 | - | $70,374 | - | 0.0% | |
| Other (as described) | BAD DEBT EXPENSE | $42,500 | $42,500 | - | - | 0.0% |
| Insurance | $7,048 | - | $7,048 | - | 0.0% | |
| Total | $383,841,702 | 100% |
2018 · Form 990 · $327,823,652 spent · pay $2,241,287 · grants $316,767,028 · events $42,260
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $316,767,028 | $316,767,028 | - | - | 96.6% | |
| Fees: management | $6,187,072 | $6,187,072 | - | - | 1.9% | |
| Pay: officers, directors, trustees, key employees | $1,035,108 | $160,173 | $615,842 | $259,093 | 0.3% | |
| Other salaries and wages | $873,258 | $372,353 | $414,866 | $86,039 | 0.3% | |
| Fees: other services | $814,416 | $651,852 | $162,564 | - | 0.2% | |
| Information technology | $323,405 | $283,212 | $33,429 | $6,764 | 0.1% | |
| Fees: investment management | $264,072 | - | $264,072 | - | 0.1% | |
| Fees: professional fundraisers | $254,792 | - | - | $254,792 | 0.1% | |
| Office expenses | $212,949 | $154,675 | $42,712 | $15,562 | 0.1% | |
| Fees: legal | $181,797 | $17,436 | $164,361 | - | 0.1% | |
| Other employee benefits | $157,789 | $52,165 | $98,662 | $6,962 | 0.0% | |
| Other (as described) | MEMBERSHIPS/SUBS. | $156,445 | $140,361 | $3,011 | $13,073 | 0.0% |
| Payroll taxes | $136,404 | $38,042 | $77,207 | $21,155 | 0.0% | |
| Depreciation and depletion | $105,393 | $82,352 | $23,041 | - | 0.0% | |
| Occupancy | $98,200 | $42,631 | $45,621 | $9,948 | 0.0% | |
| Travel | $87,964 | - | $42,155 | $45,809 | 0.0% | |
| Fees: accounting | $79,524 | - | $79,524 | - | 0.0% | |
| Conferences, conventions and meetings | $42,260 | - | $33,510 | $8,750 | 0.0% | |
| Pension plan contributions | $38,728 | $19,182 | $19,397 | $149 | 0.0% | |
| Insurance | $7,048 | - | $7,048 | - | 0.0% | |
| Total | $327,823,652 | 100% |
2017 · Form 990 · $245,804,878 spent · pay $1,937,260 · grants $236,290,414 · events $52,503
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $236,290,414 | $236,290,414 | - | - | 96.1% | |
| Fees: management | $4,737,624 | $4,737,624 | - | - | 1.9% | |
| Pay: officers, directors, trustees, key employees | $986,202 | $230,929 | $520,667 | $234,606 | 0.4% | |
| Other salaries and wages | $682,501 | $343,967 | $292,772 | $45,762 | 0.3% | |
| Fees: other services | $628,247 | $426,249 | $185,893 | $16,105 | 0.3% | |
| Other (as described) | BAD DEBT EXPENSE | $500,000 | $500,000 | - | - | 0.2% |
| Information technology | $331,517 | $286,374 | $45,143 | - | 0.1% | |
| Fees: investment management | $252,614 | - | $252,614 | - | 0.1% | |
| Fees: legal | $198,300 | $75,109 | $123,191 | - | 0.1% | |
| Fees: professional fundraisers | $195,325 | - | - | $195,325 | 0.1% | |
| Office expenses | $177,500 | $151,882 | $10,464 | $15,154 | 0.1% | |
| Other employee benefits | $129,274 | $50,800 | $74,483 | $3,991 | 0.1% | |
| Other (as described) | SUBS. AND LICENSES | $113,830 | $98,066 | $11,047 | $4,717 | 0.0% |
| Payroll taxes | $106,143 | $36,383 | $56,830 | $12,930 | 0.0% | |
| Depreciation and depletion | $103,196 | $80,219 | $22,977 | - | 0.0% | |
| Occupancy | $98,981 | $37,812 | $49,940 | $11,229 | 0.0% | |
| Travel | $67,082 | - | $33,489 | $33,593 | 0.0% | |
| Fees: accounting | $64,617 | - | $64,617 | - | 0.0% | |
| Conferences, conventions and meetings | $52,503 | $572 | $51,721 | $210 | 0.0% | |
| Interest | $33,592 | - | $33,592 | - | 0.0% | |
| Pension plan contributions | $33,140 | $14,451 | $13,623 | $5,066 | 0.0% | |
| Other (as described) | OTHER EXPENSES | $15,228 | $11,417 | $2,773 | $1,038 | 0.0% |
| Insurance | $7,048 | - | $7,048 | - | 0.0% | |
| Total | $245,804,878 | 100% |
2016 · Form 990 · $110,112,787 spent · pay $1,683,269 · grants $102,031,281 · events $4,751
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $102,031,281 | $102,031,281 | - | - | 92.7% | |
| Fees: management | $4,210,022 | $4,210,022 | - | - | 3.8% | |
| Pay: officers, directors, trustees, key employees | $916,847 | $193,707 | $488,870 | $234,270 | 0.8% | |
| Other salaries and wages | $532,669 | $237,759 | $290,762 | $4,148 | 0.5% | |
| Fees: other services | $517,125 | $338,934 | $178,191 | - | 0.5% | |
| Office expenses | $436,939 | $406,519 | $26,196 | $4,224 | 0.4% | |
| Fees: investment management | $257,531 | - | $257,531 | - | 0.2% | |
| Fees: professional fundraisers | $206,189 | - | - | $206,189 | 0.2% | |
| Fees: legal | $140,585 | - | $140,585 | - | 0.1% | |
| Other employee benefits | $126,558 | $40,189 | $79,844 | $6,525 | 0.1% | |
| Depreciation and depletion | $109,718 | $78,933 | $30,785 | - | 0.1% | |
| Occupancy | $101,846 | $36,688 | $54,188 | $10,970 | 0.1% | |
| Information technology | $101,031 | $70,155 | $30,876 | - | 0.1% | |
| Other (as described) | SUBS. AND LICENSES | $88,972 | $82,958 | $2,982 | $3,032 | 0.1% |
| Payroll taxes | $86,008 | $26,404 | $47,704 | $11,900 | 0.1% | |
| Travel | $64,310 | - | $32,177 | $32,133 | 0.1% | |
| Fees: accounting | $60,895 | - | $60,895 | - | 0.1% | |
| Interest | $38,500 | - | $38,500 | - | 0.0% | |
| Advertising and promotion | $27,797 | - | $27,797 | - | 0.0% | |
| Pension plan contributions | $21,187 | $5,090 | $9,118 | $6,979 | 0.0% | |
| Other (as described) | STATE REG. FEES | $13,897 | - | - | $13,897 | 0.0% |
| Insurance | $11,326 | $1,584 | $9,331 | $411 | 0.0% | |
| Other (as described) | TRAINING | $6,803 | $408 | $6,395 | - | 0.0% |
| Conferences, conventions and meetings | $4,751 | - | $4,751 | - | 0.0% | |
| Total | $110,112,787 | 100% |
2015 · Form 990 · $67,463,765 spent · pay $1,502,884 · grants $57,947,101 · events $18,333
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $57,947,101 | $57,947,101 | - | - | 85.9% | |
| Fees: management | $5,660,536 | $5,660,536 | - | - | 8.4% | |
| Pay: officers, directors, trustees, key employees | $725,838 | $103,451 | $429,765 | $192,622 | 1.1% | |
| Fees: other services | $688,015 | $450,480 | $237,535 | - | 1.0% | |
| Other salaries and wages | $548,958 | $200,412 | $291,679 | $56,867 | 0.8% | |
| Office expenses | $507,438 | $490,712 | $12,947 | $3,779 | 0.8% | |
| Fees: investment management | $326,872 | - | $326,872 | - | 0.5% | |
| Depreciation and depletion | $185,823 | $166,609 | $19,214 | - | 0.3% | |
| Fees: professional fundraisers | $167,022 | - | - | $167,022 | 0.2% | |
| Information technology | $126,342 | $75,398 | $50,944 | - | 0.2% | |
| Other employee benefits | $122,490 | $30,553 | $85,126 | $6,811 | 0.2% | |
| Fees: legal | $97,681 | - | $97,681 | - | 0.1% | |
| Payroll taxes | $80,388 | $20,008 | $47,613 | $12,767 | 0.1% | |
| Fees: accounting | $54,060 | - | $54,060 | - | 0.1% | |
| Occupancy | $44,832 | $10,356 | $29,197 | $5,279 | 0.1% | |
| Travel | $43,110 | - | $43,029 | $81 | 0.1% | |
| Interest | $35,042 | - | $35,042 | - | 0.1% | |
| Advertising and promotion | $26,698 | - | $26,698 | - | 0.0% | |
| Pension plan contributions | $25,210 | $11,219 | $11,115 | $2,876 | 0.0% | |
| Conferences, conventions and meetings | $18,333 | - | $18,333 | - | 0.0% | |
| Other (as described) | STATE REG. FEES | $13,477 | - | - | $13,477 | 0.0% |
| Other (as described) | MEMBERSHIP DUES/SUBS. | $10,101 | $2,000 | - | $8,101 | 0.0% |
| Insurance | $6,303 | - | $6,303 | - | 0.0% | |
| Other (as described) | TRAINING | $2,095 | - | $2,095 | - | 0.0% |
| Total | $67,463,765 | 100% |
2014 · Form 990 · $36,555,748 spent · pay $1,335,417 · grants $29,039,150 · events $15,249
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $29,039,150 | $29,039,150 | - | - | 79.4% | |
| Fees: management | $4,142,419 | $4,142,236 | $183 | - | 11.3% | |
| Pay: officers, directors, trustees, key employees | $665,798 | $85,082 | $460,664 | $120,052 | 1.8% | |
| Fees: other services | $582,032 | $350,303 | $231,729 | - | 1.6% | |
| Office expenses | $522,066 | $501,505 | $16,778 | $3,783 | 1.4% | |
| Other salaries and wages | $452,819 | $165,560 | $272,503 | $14,756 | 1.2% | |
| Fees: investment management | $193,920 | - | $193,920 | - | 0.5% | |
| Fees: professional fundraisers | $187,931 | - | - | $187,931 | 0.5% | |
| Depreciation and depletion | $177,469 | $154,446 | $23,023 | - | 0.5% | |
| Other employee benefits | $127,067 | $30,807 | $95,472 | $788 | 0.3% | |
| Information technology | $115,004 | $72,645 | $42,359 | - | 0.3% | |
| Fees: legal | $86,515 | - | $86,515 | - | 0.2% | |
| Payroll taxes | $69,418 | $16,444 | $46,780 | $6,194 | 0.2% | |
| Fees: accounting | $50,244 | - | $50,244 | - | 0.1% | |
| Occupancy | $39,899 | $10,055 | $24,718 | $5,126 | 0.1% | |
| Advertising and promotion | $26,054 | - | $26,054 | - | 0.1% | |
| Travel | $25,582 | - | $23,701 | $1,881 | 0.1% | |
| Pension plan contributions | $20,315 | $8,318 | $11,151 | $846 | 0.1% | |
| Conferences, conventions and meetings | $15,249 | - | $15,249 | - | 0.0% | |
| Other (as described) | STATE REG. FEES | $13,119 | - | - | $13,119 | 0.0% |
| Other (as described) | MEMBERSHIP DUES/SUBS. | $2,919 | - | - | $2,919 | 0.0% |
| Interest | $759 | - | $759 | - | 0.0% | |
| Total | $36,555,748 | 100% |
2013 · Form 990 · $40,445,926 spent · pay $1,436,451 · grants $31,135,498 · events $6,000
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $31,135,498 | $31,135,498 | - | - | 77.0% | |
| Fees: management | $5,493,911 | $5,493,491 | $420 | - | 13.6% | |
| Pay: officers, directors, trustees, key employees | $852,087 | $238,961 | $533,289 | $79,837 | 2.1% | |
| Fees: other services | $745,312 | $460,457 | $284,855 | - | 1.8% | |
| Office expenses | $593,400 | $558,309 | $31,905 | $3,186 | 1.5% | |
| Other salaries and wages | $379,450 | $109,057 | $244,583 | $25,810 | 0.9% | |
| Fees: professional fundraisers | $200,233 | - | - | $200,233 | 0.5% | |
| Fees: investment management | $191,989 | - | $191,989 | - | 0.5% | |
| Depreciation and depletion | $144,186 | $135,503 | $8,683 | - | 0.4% | |
| Fees: legal | $116,447 | - | $116,447 | - | 0.3% | |
| Other employee benefits | $112,140 | $27,186 | $84,847 | $107 | 0.3% | |
| Information technology | $95,812 | $71,329 | $24,483 | - | 0.2% | |
| Interest | $82,344 | - | $82,344 | - | 0.2% | |
| Fees: accounting | $77,291 | $19,388 | $57,903 | - | 0.2% | |
| Payroll taxes | $72,027 | $21,022 | $46,111 | $4,894 | 0.2% | |
| Travel | $41,588 | $685 | $24,695 | $16,208 | 0.1% | |
| Occupancy | $38,748 | - | $38,748 | - | 0.1% | |
| Pension plan contributions | $20,747 | $5,344 | $14,304 | $1,099 | 0.1% | |
| Other (as described) | STATE REG. FEES | $13,808 | - | - | $13,808 | 0.0% |
| Advertising and promotion | $12,824 | - | $12,824 | - | 0.0% | |
| Other (as described) | DONATIONS | $6,840 | - | $6,840 | - | 0.0% |
| Insurance | $6,091 | - | $6,091 | - | 0.0% | |
| Conferences, conventions and meetings | $6,000 | - | $6,000 | - | 0.0% | |
| Other (as described) | MEMBERSHIP DUES/SUBS. | $4,654 | - | $2,200 | $2,454 | 0.0% |
| Other (as described) | TRAINING | $2,499 | - | $2,499 | - | 0.0% |
| Total | $40,445,926 | 100% |
2012 · Form 990 · $48,117,064 spent · pay $1,451,229 · grants $36,995,288 · events $20,450
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $36,995,288 | $36,995,288 | - | - | 76.9% | |
| Fees: management | $7,136,478 | $7,127,613 | $2,760 | $6,105 | 14.8% | |
| Pay: officers, directors, trustees, key employees | $915,927 | $355,775 | $515,025 | $45,127 | 1.9% | |
| Office expenses | $811,981 | $727,487 | $80,742 | $3,752 | 1.7% | |
| Fees: other services | $665,301 | $577,726 | $87,575 | - | 1.4% | |
| Other salaries and wages | $346,238 | $179,335 | $144,424 | $22,479 | 0.7% | |
| Fees: professional fundraisers | $234,258 | - | - | $234,258 | 0.5% | |
| Fees: investment management | $181,650 | - | $181,650 | - | 0.4% | |
| Depreciation and depletion | $143,515 | $127,845 | $15,670 | - | 0.3% | |
| Fees: legal | $135,913 | $507 | $135,406 | - | 0.3% | |
| Information technology | $110,563 | $85,400 | $25,163 | - | 0.2% | |
| Other employee benefits | $97,266 | $34,810 | $60,339 | $2,117 | 0.2% | |
| Fees: accounting | $83,685 | $29,610 | $54,075 | - | 0.2% | |
| Payroll taxes | $68,155 | $26,907 | $38,146 | $3,102 | 0.1% | |
| Occupancy | $37,620 | - | $37,620 | - | 0.1% | |
| Travel | $36,430 | $763 | $35,080 | $587 | 0.1% | |
| Advertising and promotion | $26,919 | $793 | $26,126 | - | 0.1% | |
| Pension plan contributions | $23,643 | $8,805 | $13,483 | $1,355 | 0.0% | |
| Conferences, conventions and meetings | $20,450 | $602 | $19,848 | - | 0.0% | |
| Other (as described) | STATE REG. FEES | $13,044 | - | - | $13,044 | 0.0% |
| Other (as described) | DONATIONS | $11,950 | - | $11,950 | - | 0.0% |
| Interest | $8,007 | - | $8,007 | - | 0.0% | |
| Other (as described) | TRAINING | $5,908 | $5,908 | - | - | 0.0% |
| Insurance | $4,279 | - | $4,279 | - | 0.0% | |
| Other (as described) | MEMBERSHIP DUES/SUBS. | $2,596 | - | $2,596 | - | 0.0% |
| Total | $48,117,064 | 100% |
2011 · Form 990 · $65,518,601 spent · pay $1,200,720 · grants $49,521,777 · events $5,740
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $49,521,777 | $49,521,777 | - | - | 75.6% | |
| Fees: management | $11,329,502 | $11,329,502 | - | - | 17.3% | |
| Office expenses | $1,407,725 | $1,359,588 | $42,725 | $5,412 | 2.1% | |
| Fees: other services | $1,119,284 | $874,993 | $231,703 | $12,588 | 1.7% | |
| Pay: officers, directors, trustees, key employees | $706,547 | $243,852 | $366,194 | $96,501 | 1.1% | |
| Other salaries and wages | $334,678 | $106,347 | $212,681 | $15,650 | 0.5% | |
| Fees: legal | $186,733 | $112,040 | $74,693 | - | 0.3% | |
| Fees: professional fundraisers | $186,388 | - | - | $186,388 | 0.3% | |
| Depreciation and depletion | $137,287 | $109,185 | $28,102 | - | 0.2% | |
| Fees: investment management | $133,275 | - | $133,275 | - | 0.2% | |
| Information technology | $126,351 | $99,766 | $26,585 | - | 0.2% | |
| Other employee benefits | $84,359 | $26,224 | $50,438 | $7,697 | 0.1% | |
| Fees: accounting | $62,773 | $62,773 | - | - | 0.1% | |
| Payroll taxes | $61,243 | $19,710 | $34,388 | $7,145 | 0.1% | |
| Occupancy | $36,528 | - | $36,528 | - | 0.1% | |
| Advertising and promotion | $30,321 | - | $30,321 | - | 0.0% | |
| Travel | $26,681 | $4,917 | $21,251 | $513 | 0.0% | |
| Pension plan contributions | $13,893 | $2,793 | $10,256 | $844 | 0.0% | |
| Conferences, conventions and meetings | $5,740 | - | $5,740 | - | 0.0% | |
| Other (as described) | STATE REG. FEES | $3,859 | - | $3,859 | - | 0.0% |
| Insurance | $3,009 | - | $3,009 | - | 0.0% | |
| Other (as described) | TRAINING | $648 | - | $648 | - | 0.0% |
| Total | $65,518,601 | 100% |