Form 990 for tax year 2022

Filed by THE HAP FOUNDATION INC.

Totals

Total revenue: $647,319
Total expenses: $13,016,903
Contributions and grants received: $677,442
Grants paid: $10,474,782
Program service revenue: $0
Investment income: $0
Other revenue: -$30,123
Total assets, end of year: $6,780,841
Total liabilities, end of year: $268,625
Net assets or fund balances, end of year: $6,512,216
Program services expenses (Part IX): $11,586,617
Management and general expenses: $680,274
Fundraising expenses: $750,012
Program service expenses (Part III): $11,586,617

Program services were 89.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$38,350
1d · Related organizations

$0
1e · Government grants (contributions)

$0
1f · All other contributions, gifts and grants

$639,092
1g · Noncash contributions included above

$0
2a · Program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
2b · Program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
2c · Program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
2d · Program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
2e · Program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6a · Gross rents

real property $0 · personal property $0
6b · Less rental expenses

real property $0 · personal property $0
6c · Rental income or loss

real property $0 · personal property $0
6d · Net rental income or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
7a · Gross sales of assets other than inventory

securities $0 · other assets $0
7b · Less cost or other basis and sales expenses

securities $0 · other assets $0
7c · Gain or loss

securities $0 · other assets $0
7d · Net gain or loss

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
8a · Fundraising events: gross income

$0
8a · Fundraising events: contributions included on line 1c

$38,350
8b · Fundraising events: direct expenses

$30,123
8c · Net income from fundraising events

total -$30,123 · unrelated business $0 · excluded -$30,123
9a · Gaming: gross income

$0
9b · Gaming: direct expenses

$0
9c · Net income from gaming

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
10a · Gross sales of inventory

$0
10b · Cost of goods sold

$0
10c · Net income from sales of inventory

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $10,395,567 · program services $10,395,567
2 · Grants to domestic individuals

total $79,215 · program services $79,215
3 · Grants to foreign organizations and individuals

total $0 · program services $0
4 · Benefits paid to or for members

total $0 · program services $0
5 · Compensation of officers, directors and key employees

total $0 · program services $0 · management and general $0 · fundraising $0
6 · Compensation of disqualified persons

total $0 · program services $0 · management and general $0 · fundraising $0
7 · Other salaries and wages

total $1,781,559 · program services $872,964 · management and general $391,943 · fundraising $516,652
11b · Fees: legal

total $49,435 · program services $24,223 · management and general $10,876 · fundraising $14,336
11e · Fees: professional fundraising services

total $0 · fundraising $0
11f · Fees: investment management

total $1,831 · program services $897 · management and general $403 · fundraising $531
11g · Fees: other

total $0 · program services $0 · management and general $0 · fundraising $0
12 · Advertising and promotion

total $40,211 · program services $3,127 · management and general $20,800 · fundraising $16,284
13 · Office expenses

total $77,427 · program services $37,939 · management and general $17,034 · fundraising $22,454
14 · Information technology

total $140,551 · program services $68,870 · management and general $30,921 · fundraising $40,760
19 · Conferences, conventions and meetings

total $67,927 · program services $33,284 · management and general $14,944 · fundraising $19,699
22 · Depreciation, depletion and amortization

total $18,686 · program services $9,156 · management and general $4,111 · fundraising $5,419
23 · Insurance

total $14,669 · program services $7,188 · management and general $3,227 · fundraising $4,254
24a · Other expenses: Appeals/donor expense

total $77,553 · fundraising $77,553
24e · All other expenses

total $272,272 · program services $54,187 · management and general $186,015 · fundraising $32,070

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $6,050,426 · end of year $4,509,391
2 · Savings and temporary cash investments

beginning of year $0 · end of year $0
3 · Pledges and grants receivable

beginning of year $426,229 · end of year $60,000
4 · Accounts receivable

beginning of year $9,614 · end of year $22,963
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $0 · end of year $0
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $29,754 · end of year $44,907
10a · Land, buildings and equipment: cost or other basis

$75,094
10b · Land, buildings and equipment: accumulated depreciation

$20,931
10c · Land, buildings and equipment, net

beginning of year $38,172 · end of year $54,163
11 · Investments: publicly traded securities

beginning of year $2,034,685 · end of year $1,735,629
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
14 · Intangible assets

beginning of year $0 · end of year $0
15 · Other assets

beginning of year $10,390,683 · end of year $353,788
17 · Accounts payable and accrued expenses

beginning of year $11,517 · end of year $176,234
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $0 · end of year $0
20 · Tax-exempt bond liabilities

beginning of year $0 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $44,616 · end of year $92,391
27 · Net assets without donor restrictions

beginning of year $13,597,196 · end of year $2,431,904
28 · Net assets with donor restrictions

beginning of year $5,326,234 · end of year $4,080,312
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

The mission of The HAP Foundation is improving care for the seriously ill and their families by leading the way with research and advocacy, and increasing access to care with education and work force development to ensure families and their community have the care they need.

Community Health Workers -- The Foundation provided specialized community support services respecting the culturally diverse communities it serves. These include programs in underserved communities, programs for veterans and for religious communites.

Expenses $10,613,907 · Grants $10,459,782
Work Force Development Program - initiative to support education, recruitment and retention of three roles: Certified Nursing Assistant (CNA), Registered Nurse (RN), and Community Health Worker (CHW) through formal apprenticeship programs in partnership with community colleges across the region.

Expenses $116,619
Patient assistance and charity care - the Foundation provided these grants to cover the cost of hospice care for individuals who are uninsured or underinsured to the extent that they do not have the ability to pay for hospice care privately. These funds were also used for comfort and joy requests to assist patients and families by improving quality of life and fulfilling end of life goals.

Expenses $47,832
All Other - these grants were made in support of various other activities in support of the mission of The HAP Foundation, including those designated by donors of the Foundation.

Expenses $533,480
Institute and Fellowships - supports educational activities, including palliative medicine education, training and fellowships provided in collaboration with teaching hospitals.

Expenses $118,964
Pediatric Palliative Care and Grief - Provides support for families of seriously ill children by connecting them to resources to access care and grief support. This program also provides clinical education surrounding pediatric palliative care and bereavement. These funds were also used to assist in our children's camps and to provide support for children who have experienced the loss of a loved one.

Expenses $105,217 · Grants $15,000
Research - HAP is committed to strengthening evidence-based research around serious illness to improve care, support advocacy efforts and increase access to care for all people. We seek to contribute to the body of literature that creates change with a focus on advocacy, workforce development, education and access.

Expenses $50,598

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Linda Morris

Vice Chair

Total calculated

$0

Hours/week

2
Lynda Bollman

Chair

Total calculated

$0

Hours/week

2
Michael Burke

Treasurer

Total calculated

$0

Hours/week

2
Pamela Cramer

Secretary

Total calculated

$0

Hours/week

2
Anthony Iosco

Board

Total calculated

$0

Hours/week

2
Arch W Shaw

Board

Total calculated

$0

Hours/week

2
Bruce Carlson

Board

Total calculated

$0

Hours/week

2
Carol Nelson

Board

Total calculated

$0

Hours/week

2
Cathy McCann

Board

Total calculated

$0

Hours/week

2
Dr Claire Kenneally

Board

Total calculated

$0

Hours/week

2
Elaine Kurczewski

Board

Total calculated

$0

Hours/week

2
Ellaine Sambo Reyther

Board

Total calculated

$0

Hours/week

2
Heather Walser

Board

Total calculated

$0

Hours/week

2
Howard Lapin

Board

Total calculated

$0

Hours/week

2
Kimberly Duchossois

Board

Total calculated

$0

Hours/week

2
Meg Schmitz

Board

Total calculated

$0

Hours/week

2
Melissa Buckley

Board

Total calculated

$0

Hours/week

2
Stephanie Leese Emrich

Board

Total calculated

$0

Hours/week

2
Steve Erenburg

Board

Total calculated

$0

Hours/week

2
Tom Liebman

Board

Total calculated

$0

Hours/week

2
Anne Rossiter

Senior Philanthropy Director

Total calculated

$123,842

From this org

$100,177

From related orgs

$12,893

Other

$10,772

Hours/week

40
Joseph Matty

Foundation President

Total calculated

$293,523

From this org

$209,766

From related orgs

$53,744

Other

$30,013

Hours/week

40

Schedule J breakdown matched by us

Base

$209,766 + $53,744 related

Bonus

$0

Other

$0

Deferred

$6,064

Nontaxable benefits

$23,949

Filer's total

$239,779 + $53,744 related
Noelle Moore

Vice President of Strategy and Implementation

Total calculated

$116,483

From this org

$100,394

From related orgs

$13,223

Other

$2,866

Hours/week

40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Independent compensation consultant
3 · Written employment contract
3 · Compensation survey or study
3 · Approval by the board or compensation committee

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation: The methods used by The HAP Foundation, Inc. to establish compensation of the CEO/Executive Director included: Independent compensation consultant, compensation survey or study, and approval by the board or compensation committee.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

ELEA INSTITUTE (FKA JOURNEYCARE INC)

$10,395,567

SUPPORT OF ACTIVITIES OF ELEA INSTITUTE (F/K/A JOURNEYCARE, INC)

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Elea Institute (FKA JourneyCare Inc)

501(c)(3) · Hospice Care · IL

Directly controlled by NA

Provenance

Return type: form_990
Tax year: 2022
Filed: 16 November 2023
IRS schema version: 2022v5.0
Source object: 202313199349331561

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