Form 990 for tax year 2023

Revenue

Part VIII, the statement of revenue.

• 1f · All other contributions, gifts and grants

  $1,073,398

• 3 · Investment income

  total $595,120 · excluded $595,120

• 7a · Gross sales of assets other than inventory

  securities $2,720,970

• 7b · Less cost or other basis and sales expenses

  securities $2,635,483

• 7c · Gain or loss

  securities $85,487

• 7d · Net gain or loss

  total $85,487 · excluded $85,487

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $1,768,872 · program services $1,768,872

• 11e · Fees: professional fundraising services

  total $32,000 · fundraising $32,000

• 11f · Fees: investment management

  total $83,905 · management and general $83,905

• 24a · Other expenses: MISCELLANEOUS EXPENSE

  total $1,142 · management and general $1,142

Balance sheet

Part X, book values.

• 2 · Savings and temporary cash investments

  beginning of year $90,854 · end of year $735,470

• 3 · Pledges and grants receivable

  end of year $100,000

• 4 · Accounts receivable

  beginning of year $3,750

• 11 · Investments: publicly traded securities

  beginning of year $20,759,849 · end of year $23,093,705

• 12 · Investments: other securities

  beginning of year $2,552,007 · end of year $2,696,669

• 25 · Other liabilities

  beginning of year $78,904 · end of year $391,308

• 27 · Net assets without donor restrictions

  beginning of year $23,060,690 · end of year $25,967,670

• 28 · Net assets with donor restrictions

  beginning of year $266,866 · end of year $266,866

The filer's explanations (Part III)

PART I, LINE 3

ALL COMPENSATION IS PAID THROUGH WELLPOINT CARE NETWORK, INC., A RELATED ORGANIZATION. CEO COMPENSATION FROM WELLPOINT CARE NETWORK, INC. IS DETERMINED BY THE BOARD OF DIRECTORS THROUGH AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION STUDY, REVIEW OF OTHER ORGANIZATIONS FORM 990. FOR THE CFO, COMPENSATION IS DETERMINED BY THE CEO AND THE DIRECTOR OF HUMAN RESOURCES.