- Revenue 2024
- $13,890,942
- Expenses 2024
- $14,728,088
Program services were 54.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- E00F
- Classification
- 1000
- Street
- 20 F ST NW STE 200
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
TO CONVENE EMPLOYERS AND HEALTH INDUSTRY STAKEHOLDERS TO ADDRESS THE FINANCING, DELIVERY AND AFFORDABILITY EXPERIENCE AS THEY RELATE TO HEALTH, WELL-BEING AND WORKFORCE STRATEGY ISSUES.
-
CONFERENCES AND SUMMITS PROVIDE MEMBERS AND NON-MEMBERS AN OPPORTUNITY TO CONVENE ON A LARGER SCALE AND PARTICIPATE IN CONTENT RELATED SESSIONS.
Expenses $2,010,341 · Revenue $567,550
-
BUSINESS GROUP FUNDED ACTIVITIES INCLUDE PUBLIC HEALTH INITIATIVES DEEMED IMPORTANT TO THE MARKETPLACE BY THE BUSINESS GROUP AND IN MOST CASES HAVE BEEN INITIATED BY THE CEO AND INTERNAL STAFF. THIS DEPARTMENT ALSO INCLUDES OTHER ACTIVITIES SUPPORTING THE BUSINESS GROUP AND ITS MEMBERSHIP AS A WHOLE, SUCH AS BENCHMARKING AND ANALYSIS.
Expenses $1,799,665 · Revenue $150,750
-
COST AND DELIVERY WAS ESTABLISHED IN NOVEMBER 2001 TO PROVIDE AN INTENSE FOCUS ON FINDING EFFECTIVE SOLUTIONS TO THE HEALTH CARE BENEFIT COST PROBLEMS OF LARGE EMPLOYERS. IN ADDITION TO IDENTIFYING AND DISSEMINATING BEST PRACTICES AND INNOVATIVE IDEAS FOR MANAGING COSTS AND IMPROVING QUALITY, THE GROUP IS ALSO A FORCE FOR COMMUNICATING THAT AFFORDABILITY AND COST-EFFECTIVENESS MUST BE MAJOR CONSIDERATIONS IN THE HEALTH SYSTEM. THE COST AND DELIVERY INSTITUTE HAS TWO COMMITTEES ASSOCIATED WITH IT: EVIDENCE-BASED BENEFIT DESIGN COMMITTEE AND PHARMACY BENEFIT COMMITTEE.
Expenses $1,219,308
-
WELL-BEING AND WORKFORCE STRATEGY CURRENTLY CONSISTS OF THE WELL-BEING AND WORKFORCE STRATEGY INSTITUTE. THE WELL-BEING AND WORKFORCE STRATEGY INSTITUTE ADVANCES INNOVATIVE AND RESEARCH-BASED APPROACHES TO UNLOCKING EMPLOYEE POTENTIAL BY INTEGRATING WELL-BEING INTO A COMPANY'S WORKFORCE STRATEGY.
Expenses $840,967
-
THE GLOBAL INSTITUTE (GLOBAL) WAS ESTABLISHED TO MEET THE GROWING NEEDS OF GLOBAL CORPORATIONS THROUGH COLLABORATIVE INFORMATION EXCHANGE, JOINT PROBLEM SOLVING, AND THE DEVELOPMENT OF INNOVATIVE APPROACHES TO GLOBAL HEALTH CARE CONCERNS IDENTIFIED BY GLOBAL MEMBERS. THE GLOBAL INSTITUTE PROVIDES PRACTICAL TOOLS, GUIDANCE ON BEST PRACTICES, NETWORKING OPPORTUNITIES FOR PEER GLOBAL COMPANIES AND OPPORTUNITIES TO DEVISE AND BENCHMARK SOLUTIONS TO HEALTH CHALLENGES ENCOUNTERED BY MEMBER CORPORATIONS AND THEIR EMPLOYEES OUTSIDE THE UNITED STATES.
Expenses $874,843
-
MEMBERSHIP AND MEMBER SERVICES INCREASE THE OVERALL MEMBERSHIP OF THE BUSINESS GROUP THROUGH RECRUITMENT OF NEW MEMBERS AND RETENTION OF EXISTING MEMBERS BY COMMUNICATING AND PROVIDING VALUABLE INSIGHT AND SERVICES TO THE BUSINESS GROUP MEMBERSHIP.
Expenses $694,820 · Revenue $5,654,744
-
HEALTH INNOVATIONS CONSISTS OF FOUR INITIATIVES TO HELP DRIVE MARKET CHANGE AND ADVANCEMENT.SINCE ITS INCEPTION IN 2015 THE HEALTH INNOVATIONS FORUM (HIF) HAS EVOLVED CONSIDERABLY TO NOT ONLY IDENTIFY AND CATEGORIZE START-UPS AND INNOVATORS BUT MORE IMPORTANTLY, TO FOCUS ON THE SUCCESSFUL INTEGRATION OF SOLUTIONS INTO AN EMPLOYER'S ECOSYSTEM OF VENDOR SOLUTIONS. ADDITIONALLY, HIF CHALLENGES THE VENDOR AND INVESTOR COMMUNITIES TO INNOVATE HOLISTICALLY TO ADDRESS LONG STANDING CHALLENGES AND GAPS IN THE PATIENT AND CARE DELIVERY EXPERIENCE. THE VALUE PURCHASING COMMITTEE, A MULTI-STAKEHOLDER GROUP OF EXECUTIVE LEADERS REPRESENTING EMPLOYERS, HEALTH PLANS AND PROVIDERS, WAS FORMED TO ACCELERATE THE ADOPTION OF EFFECTIVE VALUE-BASED INNOVATIONS IN HEALTH CARE DELIVERY.THE LEADERSHIP FORUM ON EMPLOYEE EXPERIENCE ("LEADERSHIP FORUM") IS MADE UP OF THOUGHT LEADERS, LARGE EMPLOYERS AND INDUSTRY EXPERTS. THE PURPOSE OF THE LEADERSHIP FORUM IS TO IDENTIFY HIGH-IMPACT STRATEGIES THAT ENHANCE EMPLOYEES' EXPERIENCE WITH THEIR HEALTH AND WELLBEING BENEFITS AND PROGRAMS.THE LEAVE OPTIMIZATION FORUM CONVENES EMPLOYERS AND HEALTH INDUSTRY PARTNERS TO ADDRESS SHARED CHALLENGES AND OPPORTUNITIES AROUND LEAVE POLICIES AND THEIR INTERSECTION WITH HEALTH, WELL-BEING, AND PRODUCTIVITY.
Expenses $588,564
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
ADAM STAVISKY
OUTGOING DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
BRENDON PERKINS
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
DAVID STARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DIANA HAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
ELLEN KELSAY
PRESIDENT & CEO
- Total calculated
- $1,577,464
- From this org
- $1,123,319
- From related orgs
- $0
- Other
- $454,145
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $546,738
- Bonus
- $563,501
- Other
- $13,080
- Deferred
- $453,900
- Nontaxable benefits
- $245
- Filer's total
- $1,577,464
-
FRANK GIAMPIETRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
KEVIN THEISSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
LISA WOODS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MARCO DIAZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
MARIA WALSH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
PASCALE THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
STEVE BRAUN
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
TAMMY YEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
THERESA MONTI
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
MARTHA SHANNON
CHIEF FINANCIAL OFFICER
- Total calculated
- $369,579
- From this org
- $316,519
- From related orgs
- $0
- Other
- $53,060
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $253,690
- Bonus
- $62,049
- Other
- $780
- Deferred
- $31,830
- Nontaxable benefits
- $21,230
- Filer's total
- $369,579
-
JIM WINKLER
CHIEF STRATEGY OFFICER
- Total calculated
- $780,611
- From this org
- $691,313
- From related orgs
- $0
- Other
- $89,298
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $371,169
- Bonus
- $317,264
- Other
- $2,880
- Deferred
- $62,233
- Nontaxable benefits
- $27,065
- Filer's total
- $780,611
-
CORRIE ZENZOLA
VICE PRESIDENT
- Total calculated
- $343,404
- From this org
- $292,524
- From related orgs
- $0
- Other
- $50,880
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $242,236
- Bonus
- $49,508
- Other
- $780
- Deferred
- $28,988
- Nontaxable benefits
- $21,892
- Filer's total
- $343,404
-
GARRETT HOHIMER
VICE PRESIDENT
- Total calculated
- $387,500
- From this org
- $335,595
- From related orgs
- $0
- Other
- $51,905
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $254,371
- Bonus
- $80,444
- Other
- $780
- Deferred
- $31,502
- Nontaxable benefits
- $20,403
- Filer's total
- $387,500
-
JENNELLE RUSH
VICE PRESIDENT
- Total calculated
- $332,404
- From this org
- $296,134
- From related orgs
- $0
- Other
- $36,270
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $240,028
- Bonus
- $55,326
- Other
- $780
- Deferred
- $29,193
- Nontaxable benefits
- $7,077
- Filer's total
- $332,404
-
MAGDALENA RUSINOWSKI
VICE PRESIDENT
- Total calculated
- $384,573
- From this org
- $328,059
- From related orgs
- $0
- Other
- $56,514
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $251,254
- Bonus
- $76,025
- Other
- $780
- Deferred
- $31,459
- Nontaxable benefits
- $25,055
- Filer's total
- $384,573
-
PAMELA RICH
VICE PRESIDENT
- Total calculated
- $325,434
- From this org
- $283,711
- From related orgs
- $0
- Other
- $41,723
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $234,499
- Bonus
- $48,432
- Other
- $780
- Deferred
- $26,719
- Nontaxable benefits
- $15,004
- Filer's total
- $325,434
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $13,890,942
- Expenses
- $14,728,088
- Contributions
- $6,308,218
- Grants paid
- $0
-
2023
- Revenue
- $12,916,283
- Expenses
- $13,580,600
- Contributions
- $5,625,690
- Grants paid
- $0
-
2022
- Revenue
- $12,420,089
- Expenses
- $12,697,678
- Contributions
- $5,059,251
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $11,986,251
- Expenses
- $10,013,109
- Assets (EOY)
- $32,235,135
-
2020 · 990
- Revenue
- $10,627,403
- Expenses
- $10,256,945
- Assets (EOY)
- $28,893,135
-
2019 · 990
- Revenue
- $9,815,327
- Expenses
- $12,643,038
- Assets (EOY)
- $27,490,440
-
2018 · 990
- Revenue
- $12,825,656
- Expenses
- $11,497,806
- Assets (EOY)
- $25,993,671
-
2017 · 990
- Revenue
- $10,824,811
- Expenses
- $10,241,086
- Assets (EOY)
- $25,714,807
-
2016 · 990
- Revenue
- $10,013,259
- Expenses
- $9,133,313
- Assets (EOY)
- $24,056,691
-
2015 · 990
- Revenue
- $10,466,319
- Expenses
- $9,052,416
- Assets (EOY)
- $23,176,578
-
2014 · 990
- Revenue
- $9,757,025
- Expenses
- $8,854,879
- Assets (EOY)
- $22,296,355
-
2013 · 990
- Revenue
- $9,890,166
- Expenses
- $8,980,324
- Assets (EOY)
- $21,508,808
-
2012 · 990
- Revenue
- not reported
- Expenses
- $8,418,441
- Assets (EOY)
- $20,412,802
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
KAISER FOUNDATION HEALTH PLAN INC
$133,000
2023 2022 Wwsi Sponsorship (Sep 22 To Aug 23)
-
2024 Well-being Workforce Strategy Institute
-
2022 2022 Executive Committee (May 2022 - April 2023)
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.