Form 990 for tax year 2023
Filed by VIVENT HEALTH ENDOWMENT FUND INC.
Totals
- Total revenue
- $9,125
- Total expenses
- $7,847
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $9,125
- Other revenue
- $0
- Total assets, end of year
- $1,071,311
- Total liabilities, end of year
- $5,311
- Net assets or fund balances, end of year
- $1,066,000
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $7,847
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
3 · Investment income
total $9,125 · excluded $9,125
Functional expenses
Part IX, the statement of functional expenses.
-
11f · Fees: investment management
total $7,847 · management and general $7,847
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $44,578 · end of year $46,628
-
11 · Investments: publicly traded securities
beginning of year $863,280 · end of year $1,024,683
-
17 · Accounts payable and accrued expenses
beginning of year $5,311 · end of year $5,311
-
28 · Net assets with donor restrictions
beginning of year $902,547 · end of year $1,066,000
Mission and programs · 2023
Mission
VIVENT HEALTH AND ITS RELATED ORGANIZATIONS ARE AT THE FOREFRONT OF HIV PREVENTION, CARE, AND TREATMENT AND ARE DEDICATED TO PROVIDING QUALITY MEDICAL, DENTAL, MENTAL HEALTH AND SOCIAL SERVICES FOR ALL PEOPLE WITH HIV DISEASE.
Activities or mission (Part I)
RAISING FUNDS FOR VIVENT HEALTH'S EXEMPT PURPOSE OF HIV PREVENTION, CARE, AND TREATMENT.
-
TO RAISE FUNDS FOR VIVENT HEALTH'S EXEMPT PURPOSE.
As filed on the 2023 return.
Listed in Part VII
-
Arvan ChanARVAN CHAN
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Noel Landuyt PhD MaNOEL LANDUYT PHD MA
BOARD VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Aimee Becker MDAIMEE BECKER MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Aisha White MDAISHA WHITE MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Clarence Jennings JrCLARENCE JENNINGS JR
BOARD MEMBER (START 06/2024)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Eric ConleyERIC CONLEY
BOARD MEMBER (THROUGH 03/2024)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Eve Mokotoff MPHEVE MOKOTOFF MPH
BOARD MEMBER (START 06/2024)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Fred Ssewamala PhDFRED SSEWAMALA PHD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Gordon MyersGORDON MYERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Hobn Brian SimsHOBN BRIAN SIMS
BOARD MEMBER (START 06/2024)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
James SumersJAMES SUMERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Jeanette Kowalik PhD MPH McHesJEANETTE KOWALIK PHD MPH MCHES
BOARD MEMBER (THROUGH 12/2023)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Jerold McDonaldJEROLD MCDONALD
BOARD MEMBER (THROUGH 12/2023)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
John NygrenJOHN NYGREN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Kevin HaynesKEVIN HAYNES
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Marcus LeonardMARCUS LEONARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Michael MurphyMICHAEL MURPHY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Mike RomanoMIKE ROMANO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Poonnasa CornPOONNASA CORN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Robbie Harriford MDROBBIE HARRIFORD MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Robert Garofalo MDROBERT GAROFALO MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Ryan CoxRYAN COX
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Sussann Kotara MDSUSSANN KOTARA MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Brandon HillBRANDON HILL
CHIEF EXECUTIVE OFFICER
- Total calculated
- $741,330
- From this org
- $0
- From related orgs
- $612,822
- Other
- $128,508
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $443,422 related
- Bonus
- $0 + $169,400 related
- Other
- $0
- Deferred
- $0 + $110,848 related
- Nontaxable benefits
- $0 + $17,660 related
- Filer's total
- $0 + $741,330 related
-
Timothy D DyerTIMOTHY D DYER
EXECUTIVE VP & CFO
- Total calculated
- $562,654
- From this org
- $0
- From related orgs
- $470,359
- Other
- $92,295
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $329,517 related
- Bonus
- $0 + $140,842 related
- Other
- $0
- Deferred
- $0 + $66,615 related
- Nontaxable benefits
- $0 + $25,680 related
- Filer's total
- $0 + $562,654 related
-
Margaret LidstoneMARGARET LIDSTONE
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $365,794
- From this org
- $0
- From related orgs
- $315,905
- Other
- $49,889
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $237,324 related
- Bonus
- $0 + $78,581 related
- Other
- $0
- Deferred
- $0 + $13,251 related
- Nontaxable benefits
- $0 + $36,638 related
- Filer's total
- $0 + $365,794 related
-
Michael J GiffordMICHAEL J GIFFORD
FORMER CEO
- Total calculated
- $296,053
- From this org
- $0
- From related orgs
- $291,720
- Other
- $4,333
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $291,720 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $4,333 related
- Filer's total
- $0 + $296,053 related
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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 6b · Pay contingent on a related organization's net earnings
Answered no
- 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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- ALL EMPLOYEES ARE PAID OUT OF VIVENT HEALTH ("VH") A RELATED ORGANIZATION. VIVENT HEALTH USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE PRESIDENT & CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
- PART I, LINES 4A-B
- SOME EMPLOYEES RECEIVED A SEVERANCE PAYMENT DURING THE CALENDER YEAR. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENT ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. PRESIDENT AND CEO, BRANDON HILL, AND CHIEF FINANCIAL OFFICER, TIMOTHY DYER, PARTICIPATE IN A 457(F) PLAN SPONSORED BY VIVENT HEALTH. THERE WERE NO AMOUNTS PAID OUT DURING THE CALENDAR YEAR ENDING WITHIN THE TAXABLE YEAR.
- PART I, LINE 6
- ALL STAFF HAVE PAY FOR PERFORMANCE GOALS EACH YEAR, AND AS PART OF THOSE GOALS, SOME SENIOR STAFF HAVE A NET EARNINGS TARGET AS ONE OF THEIR GOALS. HOWEVER, COMPENSATION IS NOT CALCULATED BASED ON THE NET EARNINGS, BUT ON THE ACHIEVEMENT OF THE NET EARNINGS GOAL ITSELF.
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.
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.
-
501(C)(3) · HIV PREVENTION, CARE AND TREATMENT · WI
-
MILWAUKEE AIDS HOUSING CORPORATION
501(C)(3) · HOUSING FOR PEOPLE WITH AIDS · WI
Directly controlled by VIVENT HEALTH
-
501(C)(3) · HIV PREVENTION, CARE AND TREATMENT · TX
Directly controlled by VIVENT HEALTH
-
501(C)(3) · EMPOWERING THOSE LIVING WITH HIV/AIDS · IL
Directly controlled by VIVENT HEALTH
-
501(C)(3) · PROVIDE ACCESS TO INNOVATIVE SERVICES AND PROMOTING RESPECT AND ACCEPTANCE · MI
Directly controlled by VIVENT HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541419349300234
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