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Nonprofiteer
← HEALTHWELL FOUNDATION

Form 990 for tax year 2023

Filed by HEALTHWELL FOUNDATION.

Totals

Total revenue
$742,364,218
Total expenses
$721,499,830
Contributions and grants received
$730,901,028
Grants paid
$695,015,656
Program services expenses (Part IX)
$715,771,217
Management and general expenses
$4,489,443
Fundraising expenses
$1,239,170
Program service expenses (Part III)
$715,771,217

Program services were 99.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEPHEN M WEINER BOARD

    MEMBER & CHIEF COMPL. OFFICER

    Total calculated
    $32,388
    From this org
    $32,388
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DAVID L KNOWLTON

    BOARD CHAIR

    Total calculated
    $48,276
    From this org
    $48,276
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • NANCY CARTERON MD FACR

    BOARD MEMBER

    Total calculated
    $17,816
    From this org
    $17,816
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SUZANNE M MILLER PHD

    VICE CHAIR & SECRETARY

    Total calculated
    $12,000
    From this org
    $12,000
    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

  • DAVID F ERTEL

    BOARD MEMBER THRU 8/23

    Total calculated
    $4,500
    From this org
    $4,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • CATHLEEN BENNETT ESQ

    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
    $141
    From this org
    $141
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • KRISTA ZODET

    PRESIDENT & CEO

    Total calculated
    $395,217
    From this org
    $369,804
    From related orgs
    $0
    Other
    $25,413
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $369,804
    Bonus
    $0
    Other
    $0
    Deferred
    $21,599
    Nontaxable benefits
    $3,814
    Filer's total
    $395,217

  • ALAN KLEIN

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $373,725
    From this org
    $348,022
    From related orgs
    $0
    Other
    $25,703
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $286,870
    Bonus
    $61,152
    Other
    $0
    Deferred
    $22,979
    Nontaxable benefits
    $2,724
    Filer's total
    $373,725

  • COLLIN ALEXANDER CHIEF

    FINANCIAL OFFICER THRU 6/23

    Total calculated
    $172,689
    From this org
    $144,359
    From related orgs
    $0
    Other
    $28,330
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,359
    Bonus
    $0
    Other
    $0
    Deferred
    $8,689
    Nontaxable benefits
    $19,641
    Filer's total
    $172,689

  • FRED ASIEDU LARBI

    CHIEF OPERATIONS OFFICER

    Total calculated
    $309,193
    From this org
    $249,626
    From related orgs
    $0
    Other
    $59,567
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $227,166
    Bonus
    $22,460
    Other
    $0
    Deferred
    $17,457
    Nontaxable benefits
    $42,110
    Filer's total
    $309,193

  • SHELA HALPER

    CHIEF FOUNDATION PROGRAM OFFICER

    Total calculated
    $283,684
    From this org
    $246,358
    From related orgs
    $0
    Other
    $37,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,188
    Bonus
    $22,170
    Other
    $0
    Deferred
    $16,026
    Nontaxable benefits
    $21,300
    Filer's total
    $283,684

  • RICHA DAHIYA CHIEF

    FINANCIAL OFFICER AS OF 11/23

    Total calculated
    $18,549
    From this org
    $16,039
    From related orgs
    $0
    Other
    $2,510
    Hours/week
    40

  • ERICA MATA

    DIRECTOR, OPERATIONS

    Total calculated
    $217,525
    From this org
    $157,370
    From related orgs
    $0
    Other
    $60,155
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,292
    Bonus
    $17,078
    Other
    $0
    Deferred
    $10,860
    Nontaxable benefits
    $49,295
    Filer's total
    $217,525

  • VIRGINIA DUNN

    DIRECTOR, COMM, AND MKTG

    Total calculated
    $181,734
    From this org
    $140,435
    From related orgs
    $0
    Other
    $41,299
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,659
    Bonus
    $13,776
    Other
    $0
    Deferred
    $9,988
    Nontaxable benefits
    $31,311
    Filer's total
    $181,734

  • TIMOTHY VAWTER

    ASSOCIATE DIRECTOR, INFO. TECH.

    Total calculated
    $187,993
    From this org
    $147,825
    From related orgs
    $0
    Other
    $40,168
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,360
    Bonus
    $13,465
    Other
    $0
    Deferred
    $10,754
    Nontaxable benefits
    $29,414
    Filer's total
    $187,993

  • CESAR MARTINEZ

    DIRECTOR, ARCHITECT SOLUTIONS

    Total calculated
    $186,615
    From this org
    $148,133
    From related orgs
    $0
    Other
    $38,482
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,978
    Bonus
    $13,155
    Other
    $0
    Deferred
    $10,500
    Nontaxable benefits
    $27,982
    Filer's total
    $186,615

  • LORI MARTIN

    DIRECTOR, HUMAN RESOURCES

    Total calculated
    $180,734
    From this org
    $138,781
    From related orgs
    $0
    Other
    $41,953
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,781
    Bonus
    $13,000
    Other
    $0
    Deferred
    $8,178
    Nontaxable benefits
    $33,775
    Filer's total
    $180,734

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 THEIR PERFORMANCE.

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
2023
Filed
20 October 2024
IRS schema version
2023v5.1
Source object
202422959349301102

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

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