Totals
- Total revenue
- $13,890,942
- Total expenses
- $14,728,088
- Contributions and grants received
- $6,308,218
- Grants paid
- $0
- Program service revenue
- $6,366,044
- Investment income
- $1,209,680
- Other revenue
- $7,000
- Total assets, end of year
- $35,817,166
- Total liabilities, end of year
- $13,922,032
- Net assets or fund balances, end of year
- $21,895,134
- Program services expenses (Part IX)
- $8,028,508
- Management and general expenses
- $6,699,580
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $8,028,508
Program services were 54.5% 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.
-
1f · All other contributions, gifts and grants
$6,308,218
-
2a · Program service revenue: MEMBERSHIP DUES
total $5,654,744 · related or exempt $5,654,744
-
2b · Program service revenue: CONFERENCES AND SEMINA
total $567,550 · related or exempt $567,550
-
2c · Program service revenue: WEBINARS
total $93,750 · related or exempt $93,750
-
2d · Program service revenue: APPLICATION FEES
total $50,000 · related or exempt $50,000
-
3 · Investment income
total $846,640 · excluded $846,640
-
7a · Gross sales of assets other than inventory
securities $6,433,336
-
7b · Less cost or other basis and sales expenses
securities $6,070,296
-
7c · Gain or loss
securities $363,040
-
7d · Net gain or loss
total $363,040 · excluded $363,040
-
11a · Other revenue: HONORARIUM
total $7,000 · related or exempt $7,000
-
11e · Other revenue, total
$7,000
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $2,727,654 · program services $1,722,896 · management and general $1,004,758
-
7 · Other salaries and wages
total $5,773,734 · program services $3,646,922 · management and general $2,126,812
-
8 · Pension plan contributions
total $48,137 · program services $30,405 · management and general $17,732
-
9 · Other employee benefits
total $592,157 · program services $374,030 · management and general $218,127
-
10 · Payroll taxes
total $403,228 · program services $254,695 · management and general $148,533
-
11b · Fees: legal
total $53,888 · program services $5,000 · management and general $48,888
-
11c · Fees: accounting
total $41,599 · management and general $41,599
-
11f · Fees: investment management
total $98,988 · management and general $98,988
-
11g · Fees: other
total $1,403,774 · program services $193,883 · management and general $1,209,891
-
12 · Advertising and promotion
total $447,500 · program services $12,000 · management and general $435,500
-
13 · Office expenses
total $699,463 · program services $133,658 · management and general $565,805
-
16 · Occupancy
total $551,221 · program services $462,458 · management and general $88,763
-
17 · Travel
total $142,334 · program services $82,684 · management and general $59,650
-
19 · Conferences, conventions and meetings
total $1,096,243 · program services $1,077,578 · management and general $18,665
-
20 · Interest
total $1,805 · management and general $1,805
-
22 · Depreciation, depletion and amortization
total $446,604 · management and general $446,604
-
23 · Insurance
total $7,064 · management and general $7,064
-
24a · Other expenses: CREDIT CARD / MERCHANT
total $122,449 · management and general $122,449
-
24b · Other expenses: DUES & MEMBERSHIPS
total $43,675 · program services $30,758 · management and general $12,917
-
24e · All other expenses
total $26,571 · program services $1,541 · management and general $25,030
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $4,853,725 · end of year $3,194,757
-
2 · Savings and temporary cash investments
beginning of year $1,883,585 · end of year $4,528,909
-
4 · Accounts receivable
beginning of year $82,365 · end of year $68,838
-
9 · Prepaid expenses and deferred charges
beginning of year $298,365 · end of year $367,001
-
10a · Land, buildings and equipment: cost or other basis
$4,499,758
-
10b · Land, buildings and equipment: accumulated depreciation
$790,711
-
10c · Land, buildings and equipment, net
beginning of year $4,146,491 · end of year $3,709,047
-
11 · Investments: publicly traded securities
beginning of year $19,035,842 · end of year $20,558,027
-
12 · Investments: other securities
beginning of year $267,432
-
14 · Intangible assets
beginning of year $3,648,541 · end of year $3,357,463
-
15 · Other assets
beginning of year $33,124 · end of year $33,124
-
17 · Accounts payable and accrued expenses
beginning of year $1,996,917 · end of year $2,763,617
-
19 · Deferred revenue
beginning of year $5,330,853 · end of year $6,004,625
-
25 · Other liabilities
beginning of year $5,432,954 · end of year $5,153,790
-
27 · Net assets without donor restrictions
beginning of year $21,488,746 · end of year $21,895,134
Mission and programs · 2024
Mission
TO CONVENE EMPLOYERS AND HEALTH INDUSTRY STAKEHOLDERS TO ADDRESS THE FINANCING, DELIVERY AND AFFORDABILITY EXPERIENCE AS THEY RELATE TO HEALTH, WELL-BEING AND WORKFORCE STRATEGY ISSUES.
-
CONFERENCES AND SUMMITS PROVIDE MEMBERS AND NON-MEMBERS AN OPPORTUNITY TO CONVENE ON A LARGER SCALE AND PARTICIPATE IN CONTENT RELATED SESSIONS.
Expenses $2,010,341 · Revenue $567,550
-
BUSINESS GROUP FUNDED ACTIVITIES INCLUDE PUBLIC HEALTH INITIATIVES DEEMED IMPORTANT TO THE MARKETPLACE BY THE BUSINESS GROUP AND IN MOST CASES HAVE BEEN INITIATED BY THE CEO AND INTERNAL STAFF. THIS DEPARTMENT ALSO INCLUDES OTHER ACTIVITIES SUPPORTING THE BUSINESS GROUP AND ITS MEMBERSHIP AS A WHOLE, SUCH AS BENCHMARKING AND ANALYSIS.
Expenses $1,799,665 · Revenue $150,750
-
COST AND DELIVERY WAS ESTABLISHED IN NOVEMBER 2001 TO PROVIDE AN INTENSE FOCUS ON FINDING EFFECTIVE SOLUTIONS TO THE HEALTH CARE BENEFIT COST PROBLEMS OF LARGE EMPLOYERS. IN ADDITION TO IDENTIFYING AND DISSEMINATING BEST PRACTICES AND INNOVATIVE IDEAS FOR MANAGING COSTS AND IMPROVING QUALITY, THE GROUP IS ALSO A FORCE FOR COMMUNICATING THAT AFFORDABILITY AND COST-EFFECTIVENESS MUST BE MAJOR CONSIDERATIONS IN THE HEALTH SYSTEM. THE COST AND DELIVERY INSTITUTE HAS TWO COMMITTEES ASSOCIATED WITH IT: EVIDENCE-BASED BENEFIT DESIGN COMMITTEE AND PHARMACY BENEFIT COMMITTEE.
Expenses $1,219,308
-
WELL-BEING AND WORKFORCE STRATEGY CURRENTLY CONSISTS OF THE WELL-BEING AND WORKFORCE STRATEGY INSTITUTE. THE WELL-BEING AND WORKFORCE STRATEGY INSTITUTE ADVANCES INNOVATIVE AND RESEARCH-BASED APPROACHES TO UNLOCKING EMPLOYEE POTENTIAL BY INTEGRATING WELL-BEING INTO A COMPANY'S WORKFORCE STRATEGY.
Expenses $840,967
-
THE GLOBAL INSTITUTE (GLOBAL) WAS ESTABLISHED TO MEET THE GROWING NEEDS OF GLOBAL CORPORATIONS THROUGH COLLABORATIVE INFORMATION EXCHANGE, JOINT PROBLEM SOLVING, AND THE DEVELOPMENT OF INNOVATIVE APPROACHES TO GLOBAL HEALTH CARE CONCERNS IDENTIFIED BY GLOBAL MEMBERS. THE GLOBAL INSTITUTE PROVIDES PRACTICAL TOOLS, GUIDANCE ON BEST PRACTICES, NETWORKING OPPORTUNITIES FOR PEER GLOBAL COMPANIES AND OPPORTUNITIES TO DEVISE AND BENCHMARK SOLUTIONS TO HEALTH CHALLENGES ENCOUNTERED BY MEMBER CORPORATIONS AND THEIR EMPLOYEES OUTSIDE THE UNITED STATES.
Expenses $874,843
-
MEMBERSHIP AND MEMBER SERVICES INCREASE THE OVERALL MEMBERSHIP OF THE BUSINESS GROUP THROUGH RECRUITMENT OF NEW MEMBERS AND RETENTION OF EXISTING MEMBERS BY COMMUNICATING AND PROVIDING VALUABLE INSIGHT AND SERVICES TO THE BUSINESS GROUP MEMBERSHIP.
Expenses $694,820 · Revenue $5,654,744
-
HEALTH INNOVATIONS CONSISTS OF FOUR INITIATIVES TO HELP DRIVE MARKET CHANGE AND ADVANCEMENT.SINCE ITS INCEPTION IN 2015 THE HEALTH INNOVATIONS FORUM (HIF) HAS EVOLVED CONSIDERABLY TO NOT ONLY IDENTIFY AND CATEGORIZE START-UPS AND INNOVATORS BUT MORE IMPORTANTLY, TO FOCUS ON THE SUCCESSFUL INTEGRATION OF SOLUTIONS INTO AN EMPLOYER'S ECOSYSTEM OF VENDOR SOLUTIONS. ADDITIONALLY, HIF CHALLENGES THE VENDOR AND INVESTOR COMMUNITIES TO INNOVATE HOLISTICALLY TO ADDRESS LONG STANDING CHALLENGES AND GAPS IN THE PATIENT AND CARE DELIVERY EXPERIENCE. THE VALUE PURCHASING COMMITTEE, A MULTI-STAKEHOLDER GROUP OF EXECUTIVE LEADERS REPRESENTING EMPLOYERS, HEALTH PLANS AND PROVIDERS, WAS FORMED TO ACCELERATE THE ADOPTION OF EFFECTIVE VALUE-BASED INNOVATIONS IN HEALTH CARE DELIVERY.THE LEADERSHIP FORUM ON EMPLOYEE EXPERIENCE ("LEADERSHIP FORUM") IS MADE UP OF THOUGHT LEADERS, LARGE EMPLOYERS AND INDUSTRY EXPERTS. THE PURPOSE OF THE LEADERSHIP FORUM IS TO IDENTIFY HIGH-IMPACT STRATEGIES THAT ENHANCE EMPLOYEES' EXPERIENCE WITH THEIR HEALTH AND WELLBEING BENEFITS AND PROGRAMS.THE LEAVE OPTIMIZATION FORUM CONVENES EMPLOYERS AND HEALTH INDUSTRY PARTNERS TO ADDRESS SHARED CHALLENGES AND OPPORTUNITIES AROUND LEAVE POLICIES AND THEIR INTERSECTION WITH HEALTH, WELL-BEING, AND PRODUCTIVITY.
Expenses $588,564
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Adam StaviskyADAM STAVISKY
OUTGOING DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Brendon PerkinsBRENDON PERKINS
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
David StarkDAVID STARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Diana HanDIANA HAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Ellen KelsayELLEN KELSAY
PRESIDENT & CEO
- Total calculated
- $1,577,464
- From this org
- $1,123,319
- From related orgs
- $0
- Other
- $454,145
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $546,738
- Bonus
- $563,501
- Other
- $13,080
- Deferred
- $453,900
- Nontaxable benefits
- $245
- Filer's total
- $1,577,464
-
Frank GiampietroFRANK GIAMPIETRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kevin TheissenKEVIN THEISSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Lisa WoodsLISA WOODS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Marco DiazMARCO DIAZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Maria WalshMARIA WALSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Pascale ThomasPASCALE THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Steve BraunSTEVE BRAUN
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Tammy YeeTAMMY YEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Theresa MontiTHERESA MONTI
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Martha ShannonMARTHA SHANNON
CHIEF FINANCIAL OFFICER
- Total calculated
- $369,579
- From this org
- $316,519
- From related orgs
- $0
- Other
- $53,060
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $253,690
- Bonus
- $62,049
- Other
- $780
- Deferred
- $31,830
- Nontaxable benefits
- $21,230
- Filer's total
- $369,579
-
Jim WinklerJIM WINKLER
CHIEF STRATEGY OFFICER
- Total calculated
- $780,611
- From this org
- $691,313
- From related orgs
- $0
- Other
- $89,298
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $371,169
- Bonus
- $317,264
- Other
- $2,880
- Deferred
- $62,233
- Nontaxable benefits
- $27,065
- Filer's total
- $780,611
-
Corrie ZenzolaCORRIE ZENZOLA
VICE PRESIDENT
- Total calculated
- $343,404
- From this org
- $292,524
- From related orgs
- $0
- Other
- $50,880
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $242,236
- Bonus
- $49,508
- Other
- $780
- Deferred
- $28,988
- Nontaxable benefits
- $21,892
- Filer's total
- $343,404
-
Garrett HohimerGARRETT HOHIMER
VICE PRESIDENT
- Total calculated
- $387,500
- From this org
- $335,595
- From related orgs
- $0
- Other
- $51,905
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $254,371
- Bonus
- $80,444
- Other
- $780
- Deferred
- $31,502
- Nontaxable benefits
- $20,403
- Filer's total
- $387,500
-
Jennelle RushJENNELLE RUSH
VICE PRESIDENT
- Total calculated
- $332,404
- From this org
- $296,134
- From related orgs
- $0
- Other
- $36,270
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $240,028
- Bonus
- $55,326
- Other
- $780
- Deferred
- $29,193
- Nontaxable benefits
- $7,077
- Filer's total
- $332,404
-
Magdalena RusinowskiMAGDALENA RUSINOWSKI
VICE PRESIDENT
- Total calculated
- $384,573
- From this org
- $328,059
- From related orgs
- $0
- Other
- $56,514
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $251,254
- Bonus
- $76,025
- Other
- $780
- Deferred
- $31,459
- Nontaxable benefits
- $25,055
- Filer's total
- $384,573
-
Pamela RichPAMELA RICH
VICE PRESIDENT
- Total calculated
- $325,434
- From this org
- $283,711
- From related orgs
- $0
- Other
- $41,723
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $234,499
- Bonus
- $48,432
- Other
- $780
- Deferred
- $26,719
- Nontaxable benefits
- $15,004
- Filer's total
- $325,434
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 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- THE ORGANIZATION HAS AN INCENTIVE COMPENSATION PROGRAM OFFERED TO SELECT EMPLOYEES. THE BONUS POOL IS CALCULATED BASED ON PERFORMANCE METRICS AND IS APPROVED BY THE BOARD EACH YEAR. THE AMOUNT IS ACTUALLY PAID OUT THE FOLLOWING YEAR.
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 9 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202543159349300004
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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