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Nonprofiteer
← BLUE ENVELOPE HEALTH FUND INC

Form 990 for tax year 2024

Filed by BLUE ENVELOPE HEALTH FUND INC.

Totals

Total revenue
$625,460
Total expenses
$187,591
Contributions and grants received
$29,216
Grants paid
$164,109
Program service revenue
$0
Investment income
$426,767
Other revenue
$169,477
Total assets, end of year
$2,931,718
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,931,718
Program services expenses (Part IX)
$164,109
Management and general expenses
$23,482
Fundraising expenses
$0
Program service expenses (Part III)
$164,109

Program services were 87.5% 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

    $29,216

  • 3 · Investment income

    total $59,824 · excluded $59,824

  • 5 · Royalties

    total $169,337 · excluded $169,337

  • 7a · Gross sales of assets other than inventory

    securities $933,255

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

    securities $566,312

  • 7c · Gain or loss

    securities $366,943

  • 7d · Net gain or loss

    total $366,943 · related or exempt $366,943

  • 11a · Other revenue: SMOKE ALARM RECEIPTS

    total $140 · related or exempt $140

  • 11e · Other revenue, total

    $140

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $149,316 · program services $149,316

  • 2 · Grants to domestic individuals

    total $14,793 · program services $14,793

  • 11b · Fees: legal

    total $1,000 · management and general $1,000

  • 11f · Fees: investment management

    total $18,843 · management and general $18,843

  • 16 · Occupancy

    total $232 · management and general $232

  • 23 · Insurance

    total $2,090 · management and general $2,090

  • 24a · Other expenses: WEB SITE

    total $510 · management and general $510

  • 24b · Other expenses: POSTAGE & PRINTING

    total $448 · management and general $448

  • 24c · Other expenses: HEALTH EXPO EXPENSE

    total $300 · management and general $300

  • 24d · Other expenses: SUPPLIES

    total $48 · management and general $48

  • 24e · All other expenses

    total $11 · management and general $11

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,011 · end of year $4,015

  • 2 · Savings and temporary cash investments

    beginning of year $7,345 · end of year $23,775

  • 11 · Investments: publicly traded securities

    beginning of year $2,479,016 · end of year $2,903,928

  • 27 · Net assets without donor restrictions

    beginning of year $2,484,510 · end of year $2,924,616

  • 28 · Net assets with donor restrictions

    beginning of year $5,862 · end of year $7,102

Mission and programs · 2024

Mission

FINANCIAL MEDICAL ASSISTANCE

  • THE ORGANIZATION SPONSORS A COMMUNITY HEALTH PROGRAM WHICH INCLUDES AID TO THOSE PEOPLE IN NEED OF ASSISTANCE IN PAYING MEDICAL BILLS.

    Expenses $164,109 · Grants $164,109

As filed on the 2024 return.

Listed in Part VII

  • Ken Morse

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Sue Hoag

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Rita Walsh

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Deanna Pickering

    TREASURER

    Total calculated
    $0
    Hours/week
    7

  • Kevyn Morgareidge

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Val Lathrop

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elaine Hough

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deborah O'Brien

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ryea O'Neill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heather Hafner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Bower

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerod Levin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Judy Aurelius

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2025
IRS schema version
2024v5.1
Source object
202501359349303920

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