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Nonprofiteer
← HEALTHWELL FOUNDATION

Form 990 for tax year 2022

Filed by HEALTHWELL FOUNDATION.

Totals

Total revenue
$683,954,512
Total expenses
$627,531,311
Contributions and grants received
$678,100,099
Grants paid
$604,818,055
Program services expenses (Part IX)
$622,826,348
Management and general expenses
$3,661,400
Fundraising expenses
$1,043,563
Program service expenses (Part III)
$622,826,348

Program services were 99.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEPHEN M WEINER

    BOARD CHAIR

    Total calculated
    $39,489
    From this org
    $39,489
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • DAVID L KNOWLTON

    VICE CHAIR & SECRETARY

    Total calculated
    $27,894
    From this org
    $27,894
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JERRI SCARZELLA BSN

    VICE CHAIR & TREASURER

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CATHLEEN BENNETT ESQ

    BOARD MEMBER

    Total calculated
    $9,000
    From this org
    $9,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • NANCY CARTERON MD FACR

    BOARD MEMBER

    Total calculated
    $20,560
    From this org
    $20,560
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DAVID F ERTEL

    BOARD MEMBER

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DON LISS MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE M MILLER PHD

    BOARD MEMBER

    Total calculated
    $13,359
    From this org
    $13,359
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • KRISTA ZODET

    PRESIDENT

    Total calculated
    $369,336
    From this org
    $321,282
    From related orgs
    $0
    Other
    $48,054
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $321,282
    Bonus
    $0
    Other
    $0
    Deferred
    $38,800
    Nontaxable benefits
    $9,254
    Filer's total
    $369,336

  • ALAN KLEIN

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $301,932
    From this org
    $276,928
    From related orgs
    $0
    Other
    $25,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,928
    Bonus
    $0
    Other
    $0
    Deferred
    $16,657
    Nontaxable benefits
    $8,347
    Filer's total
    $301,932

  • COLLIN ALEXANDER

    DIRECTOR OF FINANCE

    Total calculated
    $268,361
    From this org
    $227,417
    From related orgs
    $0
    Other
    $40,944
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,417
    Bonus
    $0
    Other
    $0
    Deferred
    $8,234
    Nontaxable benefits
    $32,710
    Filer's total
    $268,361

  • FRED ASIEDU LARBI

    DIRECTOR OF OPERATIONS

    Total calculated
    $266,414
    From this org
    $215,510
    From related orgs
    $0
    Other
    $50,904
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,510
    Bonus
    $0
    Other
    $0
    Deferred
    $12,945
    Nontaxable benefits
    $37,959
    Filer's total
    $266,414

  • SHELA HALPER

    SENIOR FOUNDATION PROGRAM OFFICER

    Total calculated
    $245,561
    From this org
    $213,066
    From related orgs
    $0
    Other
    $32,495
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,066
    Bonus
    $0
    Other
    $0
    Deferred
    $12,816
    Nontaxable benefits
    $19,679
    Filer's total
    $245,561

  • ERICA MATA

    ASSOCIATE DIRECTOR OF OPERATIONS

    Total calculated
    $183,934
    From this org
    $136,580
    From related orgs
    $0
    Other
    $47,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,580
    Bonus
    $0
    Other
    $0
    Deferred
    $5,466
    Nontaxable benefits
    $41,888
    Filer's total
    $183,934

  • VIRGINIA DUNN

    SENIOR ASSOC. DIR. OF COMM. & MRKT.

    Total calculated
    $171,183
    From this org
    $132,365
    From related orgs
    $0
    Other
    $38,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,365
    Bonus
    $0
    Other
    $0
    Deferred
    $7,957
    Nontaxable benefits
    $30,861
    Filer's total
    $171,183

  • TIMOTHY VAWTER

    ASSOCIATE DIRECTOR OF IT

    Total calculated
    $164,746
    From this org
    $129,375
    From related orgs
    $0
    Other
    $35,371
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,375
    Bonus
    $0
    Other
    $0
    Deferred
    $7,765
    Nontaxable benefits
    $27,606
    Filer's total
    $164,746

  • CESAR MARTINEZ

    SOLUTIONS ARCHITECT

    Total calculated
    $162,014
    From this org
    $128,429
    From related orgs
    $0
    Other
    $33,585
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,429
    Bonus
    $0
    Other
    $0
    Deferred
    $7,708
    Nontaxable benefits
    $25,877
    Filer's total
    $162,014

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 — 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 3
DATE OF LAST STUDY 12/31/2022
PART I, LINE 7
ALL BONUS PAYMENTS RECEIVED BY OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES LISTED IN FORM 990, PART VII ARE BASED ON AN APPRAISAL OF HIS/HER PERFORMANCE. HEALTHWELL EMPLOYEE BONUSES WERE OFFICIALLY MOVED FROM Q4 2022 TO Q1 2023 AND THE TIMING WILL REMAIN THIS WAY GOING FORWARD.
PART II:
THESE INDIVIDUALS REPRESENT OFFICERS, KEY EMPLOYEES, HIGHLY COMPENSATED EMPLOYEES, AND BOARD MEMBERS AND THEIR RESPECTIVE COMPENSATIONS.

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
2022
Filed
21 September 2023
IRS schema version
2022v5.0
Source object
202312689349300111

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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