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← THE MAX FOUNDATION

Form 990 for tax year 2022

Filed by THE MAX FOUNDATION.

Totals

Total revenue
$5,512,677
Total expenses
$5,804,472
Contributions and grants received
$1,103,879
Grants paid
$563,864
Program service revenue
$4,451,139
Investment income
$9
Other revenue
-$42,350
Total assets, end of year
$2,609,712
Total liabilities, end of year
$390,062
Net assets or fund balances, end of year
$2,219,650
Program services expenses (Part IX)
$3,366,539
Management and general expenses
$1,827,675
Fundraising expenses
$610,258
Program service expenses (Part III)
$3,366,539

Program services were 58.0% 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.

  • 1c · Fundraising events

    $309,554

  • 1f · All other contributions, gifts and grants

    $794,325

  • 1g · Noncash contributions included above

    $272,774

  • 2a · Program service revenue: PATIENT CARE

    total $4,375,404 · related or exempt $4,375,404

  • 2b · Program service revenue: MEDICAL TEST KITS

    total $75,735 · related or exempt $75,735

  • 3 · Investment income

    total $9 · excluded $9

  • 7a · Gross sales of assets other than inventory

    securities $9,895

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

    securities $9,895

  • 7c · Gain or loss

    securities $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $33,576

  • 8a · Fundraising events: contributions included on line 1c

    $309,554

  • 8b · Fundraising events: direct expenses

    $87,850

  • 8c · Net income from fundraising events

    total -$54,274 · excluded -$54,274

  • 11a · Other revenue: REIMBURSEMENTS

    total $11,920 · related or exempt $11,920

  • 11b · Other revenue: SETTLEMENTS

    total $4 · related or exempt $4

  • 11e · Other revenue, total

    $11,924

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,000 · program services $10,000

  • 3 · Grants to foreign organizations and individuals

    total $553,864 · program services $553,864

  • 5 · Compensation of officers, directors and key employees

    total $727,192 · program services $198,649 · management and general $528,543

  • 6 · Compensation of disqualified persons

    total $59,998 · program services $59,998

  • 7 · Other salaries and wages

    total $1,739,517 · program services $1,036,741 · management and general $244,003 · fundraising $458,773

  • 9 · Other employee benefits

    total $108,705 · program services $39,795 · management and general $39,528 · fundraising $29,382

  • 10 · Payroll taxes

    total $174,646 · program services $77,373 · management and general $66,739 · fundraising $30,534

  • 11b · Fees: legal

    total $38,060 · management and general $38,060

  • 11c · Fees: accounting

    total $65,500 · management and general $65,500

  • 11g · Fees: other

    total $384,809 · program services $110,248 · management and general $253,363 · fundraising $21,198

  • 12 · Advertising and promotion

    total $107,343 · management and general $106,632 · fundraising $711

  • 13 · Office expenses

    total $141,252 · program services $19,207 · management and general $110,506 · fundraising $11,539

  • 14 · Information technology

    total $96,361 · program services $10,397 · management and general $85,765 · fundraising $199

  • 16 · Occupancy

    total $161,927 · program services $106,102 · management and general $40,166 · fundraising $15,659

  • 17 · Travel

    total $298,860 · program services $205,341 · management and general $84,324 · fundraising $9,195

  • 19 · Conferences, conventions and meetings

    total $22,026 · program services $5,608 · management and general $16,129 · fundraising $289

  • 22 · Depreciation, depletion and amortization

    total $85,453 · program services $37,105 · management and general $32,848 · fundraising $15,500

  • 23 · Insurance

    total $38,764 · management and general $38,764

  • 24a · Other expenses: COUNTRY REPRESENTATIVES

    total $885,488 · program services $827,153 · management and general $58,335

  • 24b · Other expenses: DISTRIBUTION & SHIPPING

    total $1,201 · program services $1,201

  • 24e · All other expenses

    total $103,506 · program services $67,757 · management and general $18,470 · fundraising $17,279

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $892,681 · end of year $661,765

  • 2 · Savings and temporary cash investments

    beginning of year $40,252 · end of year $63,365

  • 3 · Pledges and grants receivable

    beginning of year $26,000 · end of year $27,399

  • 4 · Accounts receivable

    beginning of year $11,543 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $152,521 · end of year $128,131

  • 10a · Land, buildings and equipment: cost or other basis

    $464,785

  • 10b · Land, buildings and equipment: accumulated depreciation

    $346,069

  • 10c · Land, buildings and equipment, net

    beginning of year $204,170 · end of year $118,716

  • 15 · Other assets

    beginning of year $1,490,669 · end of year $1,610,336

  • 17 · Accounts payable and accrued expenses

    beginning of year $236,241 · end of year $176,489

  • 19 · Deferred revenue

    beginning of year $70,150 · end of year $5,425

  • 25 · Other liabilities

    beginning of year $0 · end of year $208,148

  • 27 · Net assets without donor restrictions

    beginning of year $599,088 · end of year $2,002,780

  • 28 · Net assets with donor restrictions

    beginning of year $1,912,357 · end of year $216,870

Mission and programs · 2022

Mission

AT THE MAX FOUNDATION WE BELIEVE THAT ALL PEOPLE LIVING WITH CANCER SHOULD BE ABLE TO ACCESS HIGH IMPACT MEDICINES, THAT GEOGRAPHY SHOULD NOT DICTATE ONE'S DESTINY, AND THAT EVERYONE SHOULD BE ABLE TO STRIVE FOR HEALTH WITH DIGNITY AND HOPE. WE ARE ON A MISSION TO ACCELERATE HEALTH EQUITY BY DELIVERING MEDICATION, TECHNOLOGY, AND SERVICES TO PATIENTS FACING CANCER AND OTHER CRITICAL ILLNESSES, FOCUSING OUR ENERGY ON THOSE NO ONE ELSE IS HELPING.

Activities or mission (Part I)

WE ARE ON A MISSION TO ACCELERATE HEALTH EQUITY BY DELIVERING MEDICATION, TECHNOLOGY, AND SERVICES TO PATIENTS FACING CANCER AND OTHER CRITICAL ILLNESSES, FOCUSING OUR ENERGY ON THOSE NO ONE ELSE IS HELPING.

  • A KEY FOCUS OF THE MAX FOUNDATION IS EXPANDING HUMANITARIAN ACCESS TO INNOVATIVE TREATMENTS FOR CANCER AND OTHER CRITICAL ILLNESSES IN LOW-AND MIDDLE-INCOME COUNTRIES. DONATIONS OF HIGH IMPACT PRODUCTS FROM DRUG MANUFACTURERS ARE RECEIVED BY OUR SUPPORT ORGANIZATION, MAXAID, AND CHANNELED TO INDIVIDUAL PATIENTS VIA OUR NETWORK OF HEALTHCARE PROVIDERS AND CANCER TREATMENT CENTERS. THIS ACCESS TO MEDICINES IS ENABLED THROUGH OUR PATIENT-CENTERED TREATMENT ACCESS MODEL KNOWN AS MAX ACCESS SOLUTIONS. OUR PRIMARY CLIENT IS A PATIENT WHO IS TREATED BY ONE OF OUR PARTNER PHYSICIANS, DIAGNOSED WITH A SPECIFIC CANCER OR CRITICAL ILLNESS, AND PRESCRIBED A MEDICATION FOR WHICH THE ONLY AVAILABLE FORM OF ACCESS IS A HUMANITARIAN CHANNEL THROUGH MAX ACCESS SOLUTIONS. WE USE A SOPHISTICATED WEB-ENGINE PLATFORM DEVELOPED IN-HOUSE TO ALLOW US TO WORK IN REAL TIME WITH HEALTHCARE PROVIDERS AND CREATE INDIVIDUALIZED PROGRAM LIFE CYCLES TO MEET EACH PATIENT'S NEEDS. WE FURTHER ACT AS HEALTHCARE NAVIGATORS FOR THESE PATIENTS, HELPING THEM WALK THROUGH THE ACCESS PROGRAM ENVIRONMENT. IN ORDER TO OPTIMIZE TREATMENT, WITHIN OUR CAPABILITIES WE PROVIDE CRUCIAL SUPPORT THAT INCLUDES ACCESS TO DIAGNOSTIC TESTING, EMOTIONAL AND LOGISTICAL SUPPORT, INFORMATIONAL RESOURCES AND EDUCATION, AS WELL AS ADVOCATING ON THEIR BEHALF WHEN NEEDED. WE STRENGTHEN THE COMMUNITIES AROUND PATIENTS BY SUPPORTING PATIENT ORGANIZATIONS AND CREATING AWARENESS INITIATIVES IN LOCAL AND GLOBAL COMMUNITIES.

    Expenses $3,366,539 · Grants $563,864 · Revenue $4,451,138

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • PATRICIA GARCIA-GONZALEZ

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $317,879
    From this org
    $292,137
    From related orgs
    $0
    Other
    $25,742
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $252,739
    Bonus
    $39,398
    Other
    $0
    Deferred
    $8,636
    Nontaxable benefits
    $17,106
    Filer's total
    $317,879

  • PAULA BOULTBEE

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • TRACEY HIGGINS

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • CURT MALLOY

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • MIKA MATSUZAKI

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • JERALD JERRY RADICH MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • SUSAN JERIAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • MABEL WOLOJ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • PATRICIA M PEARCE

    CFO & VP, ADMINISTRATION

    Total calculated
    $212,762
    From this org
    $192,860
    From related orgs
    $0
    Other
    $19,902
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $192,860
    Bonus
    $0
    Other
    $0
    Deferred
    $5,855
    Nontaxable benefits
    $14,047
    Filer's total
    $212,762

  • BRYAN MURPHY

    VICE PRESIDENT, PROGRAMS

    Total calculated
    $196,551
    From this org
    $181,602
    From related orgs
    $0
    Other
    $14,949
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $181,602
    Bonus
    $0
    Other
    $0
    Deferred
    $4,195
    Nontaxable benefits
    $10,754
    Filer's total
    $196,551

  • WILMA COMENAT

    VICE PRESIDENT, DEVELOPMENT

    Total calculated
    $166,350
    From this org
    $150,694
    From related orgs
    $0
    Other
    $15,656
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $150,694
    Bonus
    $0
    Other
    $0
    Deferred
    $4,606
    Nontaxable benefits
    $11,050
    Filer's total
    $166,350

  • MICHAEL WRIGGLESWORTH

    SR. DIRECTOR OF PROGRAMS STRATEGY

    Total calculated
    $136,592
    From this org
    $132,451
    From related orgs
    $0
    Other
    $4,141
    Hours/week
    40

  • CRAIG ANDERSON

    DIRECTOR OF IT

    Total calculated
    $144,549
    From this org
    $124,712
    From related orgs
    $0
    Other
    $19,837
    Hours/week
    40

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 · Independent compensation consultant
  • 3 · Written employment contract
  • 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
PATRICIA GARCIA-GONZALEZ, CEO, RECEIVED A NON-FIXED PAYMENT IN THE FORM OF A BONUS, PURSUANT TO HER EMPLOYMENT AGREEMENT. THE BONUS WAS REVIEWED AND APPROVED BY THE BOARD BASED ON HER PERFORMANCE AND A VARIETY OF OTHER FACTORS.

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

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.

  • MAXAID

    501(C)(3) · SUPPORT MAX FOUNDATION · WA · controlled entity

    Directly controlled by THE MAX FOUNDATION

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • THE MAX FOUNDATION SOUTH AFRICA TRUST

    T · TO SUPPORT MAX FOUNDATION · SF · 100% owned · share of income -$36,063 · share of assets $5,750 · controlled entity

    Directly controlled by MAX FOUNDATION

Provenance

Return type
form_990
Tax year
2022
Filed
3 August 2023
IRS schema version
2022v5.0
Source object
202322169349300402

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