Skip to content
Nonprofiteer
← HEALTH FOUNDATION FUND INC

Form 990 for tax year 2023

Filed by HEALTH FOUNDATION FUND INC.

Totals

Total revenue
$31,143
Total expenses
$9,727
Contributions and grants received
$29,022
Grants paid
$0
Program service revenue
$0
Investment income
$2,121
Other revenue
$0
Total assets, end of year
$335,405
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$335,405
Program services expenses (Part IX)
$9,596
Management and general expenses
$131
Fundraising expenses
$0
Program service expenses (Part III)
$9,596

Program services were 98.7% 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

    $29,022

  • 3 · Investment income

    total $2,121 · excluded $2,121

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $9,596 · program services $9,596

  • 13 · Office expenses

    total $42 · management and general $42

  • 24a · Other expenses: TAXES-OTHER

    total $89 · management and general $89

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $65,745 · end of year $87,978

  • 3 · Pledges and grants receivable

    end of year $5,600

  • 11 · Investments: publicly traded securities

    beginning of year $90,253 · end of year $108,777

  • 15 · Other assets

    beginning of year $141,425 · end of year $133,050

  • 27 · Net assets without donor restrictions

    beginning of year $250,003 · end of year $284,417

  • 28 · Net assets with donor restrictions

    beginning of year $47,420 · end of year $50,988

Mission and programs · 2023

Mission

TO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS, INC.

  • TO SUPPORT THE PURPOSE AND MISSION OF ITS MEMBER, THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS, INC.

    Expenses $9,596

As filed on the 2023 return.

Listed in Part VII

  • Amie Shei PhD

    PRESIDENT/C.E.O.

    Total calculated
    $278,192
    From this org
    $0
    From related orgs
    $267,180
    Other
    $11,012
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,180 related
    Bonus
    $0 + $25,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,012 related
    Filer's total
    $0 + $278,192 related

  • Timothy M Bibaud JD

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Randall V Becker CPA MBA

    TREASURER

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Gisela Velez MD MPH

    SECRETARY

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Sejal M Daga MD Faafp

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • Janice B Yost EdD

    FORMER PRESIDENT/C.E.O.

    Total calculated
    $84,080
    From this org
    $0
    From related orgs
    $84,080
    Other
    $0
    Hours/week
    1 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $13,462 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $65,618 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $84,080 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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413209349311136

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

The source document this was parsed from is served over the API, which is where bulk and document access live.