2023-09-25T09:18:46-05:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-01-01 200413676 HEALTHWELL FOUNDATION HEAL 2406325305 20440 CENTURY BOULEVARD 250 GERMANTOWN MD 20874 DAVID L KNOWLTON VICE CHAIR & SECRETARY 2406325305 2023-09-21 1 DAVID KNOWLTON 999009999 0 AARON M FOX P01365820 2022274000 2023-09-20 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID L KNOWLTON 20440 CENTURY BOULEVARD 250 GERMANTOWN MD 20874 765342005 0 X WWW.HEALTHWELLFOUNDATION.ORG X 2003 VA HELP ELIGIBLE PATIENTS WITH CHRONIC OR LIFE-ALTERING DISEASES AFFORD THEIR MEDICAL TREATMENTS. 8 8 197 0 0 0 538184808 678100099 0 2800 16076471 5851613 0 0 554261279 683954512 610136983 604818055 0 0 13452033 16027638 386661 325596 1043563 5967989 6360022 629943666 627531311 -75682387 56423201 529554117 538621977 25238410 30879876 504315707 507742101 X THE HEALTHWELL FOUNDATION (THE FOUNDATION) REDUCES FINANCIAL BARRIERS TO CARE FOR UNDERINSURED PATIENTS WITH CHRONIC OR LIFE-ALTERING DISEASES. HEALTHWELL'S VISION IS TO ENSURE THAT NO PATIENT - ADULT OR CHILD - GOES WITHOUT HEALTH CARE BECAUSE THEY CANNOT AFFORD IT. 0 0 158371331 155087922 2800 MULTIPLE MYELOMA - MEDICARE ACCESS - PROVIDED DEDUCTIBLE, COINSURANCE, COPAYMENT AND PREMIUM ASSISTANCE TO 26,773 ELIGIBLE MEDICARE PATIENTS RECEIVING TREATMENT FOR MULTIPLE MYELOMA. 46557889 43402807 HYPERCHOLESTEROLEMIA - MEDICARE ACCESS - PROVIDED DEDUCTIBLE, COINSURANCE, COPAYMENT AND PREMIUM ASSISTANCE TO 43,790 ELIGIBLE MEDICARE PATIENTS RECEIVING TREATMENT FOR HYPERCHOLESTEROLEMIA. 44189272 43654236 RENAL CELL CARCINOMA - MEDICARE ACCESS - PROVIDED DEDUCTIBLE, COINSURANCE, COPAYMENT AND PREMIUM ASSISTANCE TO 7,932 ELIGIBLE MEDICARE PATIENTS BEING TREATED FOR RENAL CELL CARCINOMA. 373707856 362673090 ANCA-ASSOC VASCULITIS AND GRANULOMATOSIS WITH POLYANGIITIS (FORMERLY WEGENERS), ACROMEGALY, ADRENAL INSUFFICIENCY, AUTOIMMUNE - MEDICARE ACCESS, ALAGILLE SYNDROME VITAMINS AND SUPPLEMENTS, AMYOTROPHIC LATERAL SCLEROSIS, MACULAR DEGENERATION (WET AND DRY), ACUTE MYELOID LEUKEMIA, AMYLOIDOSIS, PORPHYRIAS, ANKYLOSING SPONDYLITIS, ASTHMA, HIV AND AIDS WASTING SYNDROME AND ANOREXIA DUE TO HIV OR AIDS - MEDICARE ACCESS, B-CELL LYMPHOMA - MEDICARE ACCESS, BREAST CANCER - MEDICARE ACCESS, BLADDER AND UROTHELIAL CANCER - MEDICARE ACCESS, BONE METASTASES - MEDICARE ACCESS, BREAKTHROUGH CANCER PAIN - MEDICARE ACCESS, CARCINOID TUMORS AND ASSOCIATED SYMPTOMS, CARCINOID TUMORS AND ASSOCIATED SYMPTOMS - MEDICARE ACCESS, CROHN'S DISEASE - MEDICARE ACCESS, CYSTIC FIBROSIS, COVID-19 FRONTLINE HEALTH CARE WORKERS BEHAVIORAL HEALTH, CYSTIC FIBROSIS TREATMENTS, CYSTIC FIBROSIS VITAMINS AND SUPPLEMENTS, GOUT - MEDICARE ACCESS, CHRONIC HEART FAILURE - MEDICARE ACCESS, CHEMOTHERAPY INDUCED ANEMIA, CHEMOTHERAPY INDUCED ANEMIA/NEUTROPENIA, CHEMOTHERAPY INDUCED NEUTROPENIA - MEDICARE ACCESS, CHEMOTHERAPY INDUCED NAUSEA OR VOMITING - MEDICARE ACCESS, URTICARIA, CHRONIC LYMPHOCYTIC LEUKEMIA, CHRONIC MYELOID LEUKEMIA, CHRONIC MYELOID LEUKEMIA - MEDICARE ACCESS, CARDIOMYOPATHY - MEDICARE ACCESS, CYTOMEGALOVIRUS DISEASE - PREVENTION AND TREATMENT, COVID-19 ANCILLARY COSTS, COVID-19 INSURANCE PREMIUM PAYMENT ASSISTANCE, CANCER-RELATED BEHAVIORAL HEALTH, COLORECTAL CARCINOMA - MEDICARE ACCESS, ANEMIA ASSOCIATED WITH CHRONIC RENAL INSUFFICIENCY/FAILURE, CONGENITAL SUCRASE-ISOMALTASE DEFICIENCY, CUTANEOUS T-CELL LYMPHOMA, CUSHING'S DISEASE, DUPUYTREN'S DISEASE, DIABETIC FOOT ULCERS, DIABETES - FED WORKER ACCESS, EMERGENCY CANCER RELIEF, FUNGAL INFECTIONS-ASPERGILLOSIS AND CANDIDIASIS, GLIOBLASTOMA MULTIFORME/ANAPLASTIC ASTROCYTOMA, GIANT CELL ARTERITIS OR TEMPORAL ARTERITIS - MEDICARE ACCESS, GASTRIC CANCER - MEDICARE ACCESS, GROWTH HORMONE DEFICIENCY, GOUT TRAVEL FUND, HEALTH ACCESS, HEPATITIS B AND C, HOMOCYSTINURIA, HEPATOCELLULAR CARCINOMA - MEDICARE ACCESS, HEPATITIS C, HODGKIN'S LYMPHOMA, HEAD AND NECK CANCER - MEDICARE ACCESS, HYPEROXALURIA, HUNTINGTON'S DISEASE - MEDICARE ACCESS, INFLAMMATORY BOWEL DISEASE - MEDICARE ACCESS, IGA NEPHROPATHY, IRON OVERLOAD AS A RESULT OF BLOOD TRANSFUSIONS, IDIOPATHIC THROMBOCYTOPENIC PURPURA, IMMUNOSUPPRESSIVE TREATMENT FOR SOLID ORGAN TRANSPLANT RECIPIENTS-MEDICAREACCESS, LAMBERT-EATON MYASTHENIC SYNDROME, LYMPHOMA TRAVEL FUND, MANTLE CELL LYMPHOMA, MOVEMENT DISORDERS - MEDICARE ACCESS, MYELODYSPLASTIC SYNDROMES - MEDICARE ACCESS, MELANOMA, MELANOMA - MEDICARE ACCESS, MIGRAINE, MULTIPLE SCLEROSIS - MEDICARE ACCESS, NEUROCOGNITIVE DISEASE WITH PSYCHOSIS - MEDICARE ACCESS, NON-HODGKIN'S LYMPHOMA - MEDICARE ACCESS, NON-SMALL CELL LUNG CANCER, NON-SMALL CELL LUNG CANCER - MEDICARE ACCESS, NONTUBERCULOUS MYCOBACTERIUM - MEDICARE ACCESS, OVARIAN CANCER - MEDICARE ACCESS, PEDIATRIC ASSISTANCE, PROSTATE CANCER - MEDICARE ACCESS, PANCREATIC CANCER - MEDICARE ACCESS, PEYRONIE'S DISEASE, PULMONARY FIBROSIS, PULMONARY HYPERTENSION - MEDICARE ACCESS, POST MENOPAUSAL OSTEOPOROSIS - MEDICARE ACCESS, PSORIATIC ARTHRITIS, PSORIASIS, RHEUMATOID ARTHRITIS, SQUAMOUS CELL CANCER OF THE SKIN - MEDICARE ACCESS, SICKLE CELL DISEASE, SMALL CELL LUNG CANCER - MEDICARE ACCESS, SECONDARY HYPERPARATHYROIDISM, SYSTEMIC LUPUS ERYTHEMATOSUS, SYSTEMIC SCLEROSIS WITH INTERSTITIAL LUNG DISEASE, TARDIVE DYSKINESIA - MEDICARE ACCESS, UREA CYCLE DISORDERS, UNSUPPORTED FUND, WALDENSTROM MACROGLOBULINEMIA, WILMS' TUMOR 373707856 362673090 622826348 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 25 0 1 197 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AZ AR CA CT FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VT VA WA WV WI CO DE ID IN IA MO MT NE NV SD TX WY X X X KRISTA ZODET 2406325305 20440 CENTURY BOULEVARD 250 GERMANTOWN MD 20874 STEPHEN M WEINER BOARD CHAIR 2.00 X X 39489 0 0 DAVID L KNOWLTON VICE CHAIR & SECRETARY 1.00 X X 27894 0 0 JERRI SCARZELLA BSN VICE CHAIR & TREASURER 1.00 X X 12000 0 0 CATHLEEN BENNETT ESQ BOARD MEMBER 1.00 X 9000 0 0 NANCY CARTERON MD FACR BOARD MEMBER 1.00 X 20560 0 0 DAVID F ERTEL BOARD MEMBER 1.00 X 12000 0 0 DON LISS MD BOARD MEMBER 1.00 X 0 0 0 SUZANNE M MILLER PHD BOARD MEMBER 1.00 X 13359 0 0 KRISTA ZODET PRESIDENT 40.00 X 321282 0 48054 ALAN KLEIN CHIEF DEVELOPMENT OFFICER 40.00 X 276928 0 25004 COLLIN ALEXANDER DIRECTOR OF FINANCE 40.00 X 227417 0 40944 FRED ASIEDU LARBI DIRECTOR OF OPERATIONS 40.00 X 215510 0 50904 SHELA HALPER SENIOR FOUNDATION PROGRAM OFFICER 40.00 X 213066 0 32495 ERICA MATA ASSOCIATE DIRECTOR OF OPERATIONS 40.00 X 136580 0 47354 VIRGINIA DUNN SENIOR ASSOC. DIR. OF COMM. & MRKT. 40.00 X 132365 0 38818 TIMOTHY VAWTER ASSOCIATE DIRECTOR OF IT 40.00 X 129375 0 35371 CESAR MARTINEZ SOLUTIONS ARCHITECT 40.00 X 128429 0 33585 1915254 0 352529 9 0 1 0 PHARMACY DATA MANAGEMENT INC 8530 CROSSROADS DR POLAND OH 44514 PHARMACY CLAIMS PROCESSING 894870 VONAGE BUSINESS INC 101 CRAWFORDS CORNER RD HOLMDEL NJ 07733 TELECOM SERVICES 697837 EXPERIAN HEALTH INC 720 COOL SPRINGS BLVD 200 FRANKLIN TN 37067 VERIFICATION SERVICES FOR APP. 198817 WELLS FARGO PO BOX 95021 HENDERSON NV 89009 INVESTMENT MANAGEMENT FEES 157603 CLARKLAW 777 7TH ST NW SUITE 918 WASHINGTON DC 20001 LEGAL SERVICES 144000 9 678100099 678100099 SERVICE FEES 900099 2800 2800 2800 7753813 7753813 79485293 81387493 -1902200 -1902200 -1902200 683954512 2800 0 5851613 604818055 604818055 1451607 492768 725650 233189 10765684 9812503 835243 117938 388847 380969 1589 6289 2099509 1925072 135088 39349 1321991 1149076 137526 35389 961981 498912 458310 4759 195419 195419 83700 83700 325596 325596 262073 262073 1258883 1049985 187529 21369 130088 41563 88525 859323 730609 107073 21641 1141118 999610 131258 10250 826200 752383 58884 14933 144441 685 85535 58221 130235 4746 74746 50743 158487 108304 40024 10159 60678 60678 EMPLOYEE DEVELOPMENT 111630 88362 23268 DUES & INVOICE 35766 14309 16244 5213 627531311 622826348 3661400 1043563 64073571 55253608 65861781 11220414 29995974 114682600 628317 491920 2468492 1874500 632237 593992 368288033 349645641 74204 6733802 529554117 538621977 17901541 18512164 7336869 12367712 25238410 30879876 X 59689288 6602692 444626419 501139409 504315707 507742101 529554117 538621977 56423201 -52996807 0 X 0 1 X 1 0 X 427570435 481424153 546256983 538184808 678100099 2671536478 427570435 481424153 546256983 538184808 678100099 2671536478 1782879615 888656863 7058197 7173067 7417028 9540057 7753813 38942162 2710478640 2800 0.32790 0.32310 X THE HEALTHWELL FOUNDATION (THE "FOUNDATION") OFFERS THE FOLLOWING FACTS AND CIRCUMSTANCES IN SUPPORT OF ITS ONGOING CLASSIFICATION AS A PUBLIC CHARITY AND NOT A PRIVATE FOUNDATION.GENERAL BACKGROUND - THE FOUNDATION PROVIDES NEED-BASED FINANCIAL ASSISTANCE TO UNDERINSURED INDIVIDUALS LIVING WITH CHRONIC AND/OR LIFE-ALTERING ILLNESSES SUCH AS MULTIPLE SCLEROSIS, CYSTIC FIBROSIS, MULTIPLE MYELOMA AND MANY OTHER TYPES OF CANCER. THROUGH 2022, THE FOUNDATION HAS HELPED 822,190 PATIENTS AFFORD THEIR PRESCRIPTION DRUG COPAYMENTS, PREMIUMS AND OTHER OUT-OF-POCKET HEALTH CARE COSTS.THE FOUNDATION GRANTS FUNDS TO PATIENTS WHO HAVE PRIVATE OR GOVERNMENT-SPONSORED INSURANCE BUT WHO ARE STILL UNABLE TO AFFORD THEIR INSURANCE COPAYMENTS OR PREMIUMS TO OBTAIN COVERAGE FOR THEIR CONDITIONS. THE FOUNDATION AWARDS GRANTS BASED ON THE OBJECTIVE CONSIDERATION OF FINANCIAL AND MEDICAL CRITERIA AND THE ADEQUACY OF THE RECIPIENT'S INSURANCE COVERAGE. GRANTS ARE AWARDED TO RECIPIENTS FOR A 12 MONTH CYCLE. THE FOUNDATION DOES NOT PLACE RESTRICTIONS ON THE MEDICATIONS WITHIN EACH DISEASE FUND ITS GRANT RECIPIENTS USE. THE DECISION AS TO WHICH MEDICATIONS ARE PRESCRIBED IS A MEDICAL JUDGMENT. FURTHER, THE FOUNDATION DOES NOT LIMIT THE PROVIDERS OR PHARMACIES ITS GRANT RECIPIENTS MAY USE TO OBTAIN THEIR MEDICATIONS.PUBLIC SUPPORT PERCENTAGE - THE FOUNDATION'S CUMULATIVE PUBLIC SUPPORT PERCENTAGE THROUGH DECEMBER 31, 2022 IS 32.79%, WHICH IS ABOVE THE MINIMUM AMOUNT AT WHICH FACTS AND CIRCUMSTANCES WILL BE CONSIDERED BY THE SERVICE IN DETERMINING THE FOUNDATION'S ONGOING QUALIFICATION AS A PUBLICLY SUPPORTED CHARITY. THE FOUNDATION'S PUBLIC SUPPORT PERCENTAGE HAS GENERALLY MAINTAINED AN UPWARD TRAJECTORY SINCE 2004, WITH A SMALL FLUCTUATION DOWN IN 2018; THE FACTS AND CIRCUMSTANCES RELATING TO THE FOUNDATION'S STRUCTURE AND OPERATIONS PRESENT AN EXCEPTIONALLY STRONG CASE IN SUPPORT OF ITS ONGOING CLASSIFICATION AS A PUBLIC CHARITY AND NOT AS A PRIVATE FOUNDATION. THESE FACTS AND CIRCUMSTANCES, WHICH ARE DISCUSSED IN MORE DETAIL LATER, INCLUDE THE FOLLOWING:1. THE FOUNDATION IS NOT CONTROLLED BY ITS CONTRIBUTORS AND HAS NO ENDOWMENT FUND, CHARACTERISTICS WHICH DISTINGUISH IT FROM VIRTUALLY ALL PRIVATE FOUNDATIONS.2. THE FOUNDATION'S BOARD REPRESENTS MANY DIVERSE ASPECTS OF THE HEALTH CARE COMMUNITY, DEMONSTRATING THE FOUNDATION'S COMMITMENT TO THE BROAD PUBLIC BENEFIT AND THE FOUNDATION'S COMMITMENT TO OPERATE AN OUTSTANDING ORGANIZATION THAT WILL ATTRACT FUTURE PUBLIC SUPPORT.3. THE FOUNDATION'S ACTIVITIES BROADLY BENEFIT THE GENERAL PUBLIC AS WELL AS OTHER CHARITABLE ORGANIZATIONS THAT ARE ATTEMPTING TO HELP PATIENTS COPE WITH A VARIETY OF ILLNESSES AND CONDITIONS.FACTS AND CIRCUMSTANCES SUPPORTING QUALIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION1. ATTRACTION OF PUBLIC SUPPORT. THE FOUNDATION'S POLICY IS TO ACCEPT CONTRIBUTIONS FROM DONORS AND TO DISBURSE THE CONTRIBUTIONS IN THE FORM OF GRANTS AS SOON AS PRACTICABLE. THE FOUNDATION DOES NOT HAVE AN ENDOWMENT FUND, AND ITS ABILITY TO FULFILL ITS FUTURE MISSION IS ENTIRELY DEPENDENT ON ITS ABILITY TO ATTRACT FUTURE SUPPORT FROM DONORS ON A CONTINUOUS BASIS. NONE OF THE FOUNDATION'S HISTORICAL SUBSTANTIAL CONTRIBUTORS HAVE PLEDGED OR OTHERWISE COMMITTED TO CONTINUE TO SUPPORT THE FOUNDATION IN FUTURE YEARS. THEREFORE, THE FOUNDATION MUST CONTINUALLY SEEK NEW DONORS TO SUSTAIN ITS FUNDS, AND IT HAS DONE SO. SPECIFICALLY:THE FOUNDATION EMPLOYS 199 PERSONS WHO, IN ADDITION TO THEIR PRIMARY TASKS, MAY ALSO WORK ON FUNDRAISING PROJECTS AS NEEDED.THE FOUNDATION'S CORPORATE CUMULATIVE DONOR BASE HAS INCREASED EACH YEAR FROM ONE CORPORATE DONOR IN 2004 TO 69 CORPORATE DONORS.THE FOUNDATION'S CHIEF DEVELOPMENT OFFICER WORKS WITH THE PRESIDENT AND BOARD TO IDENTIFY AND PURSUE NEW CORPORATE FUNDRAISING OPPORTUNITIES.THE FOUNDATION'S SENIOR FOUNDATION PROGRAM OFFICER WORKS TO IDENTIFY AND SECURE PARTNERS AND SPONSORS FOR THE FOUNDATION'S BROAD-BASED SPECIAL INITIATIVES, INCLUDING ITS PEDIATRIC ASSISTANCE AND CANCER-RELATED BEHAVIORAL HEALTH FUNDS.THE FOUNDATION'S SENIOR FOUNDATION PROGRAM OFFICER ALSO ENGAGES A LARGE NETWORK OF DISEASE-ALIGNED NON-PROFITS TO PROMOTE THE FOUNDATION PROGRAMS AND SPECIFIC DISEASE AREA FUNDS TO THEIR NETWORKS.THE FOUNDATION REGULARLY SOLICITS SUPPORT FROM PRIVATE INDIVIDUALS, WHICH HAS RESULTED IN DONATIONS FROM MORE THAN 71,910 INDIVIDUAL DONORS. 2. REPRESENTATIVE GOVERNING BODY. THE FOUNDATION'S BOARD CONSISTS ENTIRELY OF NATIONALLY RECOGNIZED HEALTH CARE EXPERTS WITH DEEP EXPERIENCE IN THE FIELDS OF HEALTH CARE ADMINISTRATION, CLINICAL PRACTICE AND RESEARCH, DIRECT PATIENT CARE, PATIENT ADVOCACY AND HEALTH LAW. THE COMPOSITION OF THE BOARD EXEMPLIFIES THE FOUNDATION'S COMMITMENT TO REPRESENT THE BROAD INTERESTS OF THE GENERAL PUBLIC AND TO OPERATE IN A MANNER THAT WILL ATTRACT ATTENTION - AND SUPPORT - FROM A BROAD RANGE OF POTENTIAL DONORS.GIVEN THEIR DIVERSE EXPERTISE, THE FOUNDATION'S BOARD MEMBERS BRING FORWARD A VARIETY OF IMPORTANT ISSUES TO ENCOURAGE DISCUSSION ABOUT HOW THE FOUNDATION'S PROGRAMS AND SERVICES WILL DIRECTLY IMPACT THE GENERAL PUBLIC. THEIR WIDE-RANGING OPINIONS HELP TO EXPAND THE FOUNDATION'S VIEWPOINT AND RESULT IN AN ORGANIZATION THAT CAN RESPOND SUCCESSFULLY TO IMPORTANT CHANGES IN THE HEALTH CARE ENVIRONMENT.SIGNIFICANTLY, NONE OF THE FOUNDATION'S BOARD MEMBERS ARE AFFILIATED WITH ANY CONTRIBUTOR TO THE FOUNDATION AND IT IS THE FOUNDATION'S STRICT POLICY THAT THERE NOT BE SUCH AFFILIATIONS. MOREOVER, NO CONTRIBUTOR HAS THE POWER TO APPOINT DIRECTORS TO THE FOUNDATION'S BOARD. IN THIS REGARD, THE FOUNDATION DIFFERS MARKEDLY FROM A PRIVATE FOUNDATION, WHERE THE GOVERNING BODY IS TYPICALLY COMPOSED OF SUBSTANTIAL CONTRIBUTORS AND/OR MEMBERS CHOSEN BY SUBSTANTIAL CONTRIBUTORS. 3. AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES. THE FOUNDATION PUTS FORTH SIGNIFICANT EFFORTS TO MAKE THE AVAILABILITY OF ITS PROGRAMS AND SERVICES KNOWN TO THE GENERAL PUBLIC THROUGH AVENUES SUCH AS ITS WEBSITE (WWW.HEALTHWELLFOUNDATION.ORG), WHERE PATIENTS, PROVIDERS, PHARMACIES AND ADVOCATES CAN OBTAIN INFORMATION ON THE FOUNDATION'S PROGRAM, APPLY ONLINE AND, THROUGH INTERACTIVE PORTALS, MANAGE A PATIENT'S PORTFOLIO OF GRANTS (PROVIDERS AND PHARMACIES) OR MONITOR THEIR OWN GRANT (PATIENTS). THESE AVENUES ARE UPDATED CONTINUOUSLY AND MONITORED CLOSELY THROUGHOUT THE YEAR. THE FOUNDATION ENGAGES IN A WIDE RANGE OF PROMOTIONAL OUTREACH ACTIVITIES, INCLUDING MEDIA RELATIONS AND BI-MONTHLY REAL WORLD HEALTH CARE BLOG ACTIVITIES (HEALTHWELLFOUNDATION.ORG/REALWORLDHEALTHCARE) IN ADDITION TO TARGETED SOCIAL MEDIA CAMPAIGNS TO EDUCATE THE PUBLIC, PROVIDERS, PHARMACIES AND OTHER HEALTH-RELATED ORGANIZATIONS ABOUT ITS WORK. NEWS ABOUT THE FOUNDATION'S PROGRAMS REGULARLY APPEARS IN LOCAL AND NATIONAL PUBLICATIONS, INCLUDING MEDICAL JOURNALS, NEWSPAPERS, MAGAZINES, BLOGS AND HEALTH CARE WEBSITES. IN 2022, REPRESENTATIVES OF THE FOUNDATION WERE ABLE TO RESUME FULL PARTICIPATION AT NATIONAL AND LOCAL CONFERENCES INCLUDING THOSE OF SUCH ENTITIES AS INFORMA/CBI PATIENT ASSISTANCE PROGRAM, THE LIVER MEETING, AMERICAN SOCIETY OF CLINICAL ONCOLOGY, NORTH AMERICAN CYSTIC FIBROSIS CONFERENCE, ASEMBIA SPECIALTY PHARMACY SUMMIT, HEALTHCARE ADVOCATE SUMMIT, AND AMERICAN SOCIETY OF HEMATOLOGY. ADDITIONALLY, WHEN THE FOUNDATION ESTABLISHES A NEW FUND WITH RESPECT TO A PARTICULAR DISEASE OR CONDITION, THE FOUNDATION:- IDENTIFIES KEY NATIONAL PATIENT SUPPORT AND HEALTH CARE ORGANIZATIONS THAT ARE ABLE TO REACH OUT TO PATIENTS IN THE NEW FUND AREA.- IDENTIFIES APPROPRIATE CONTACTS IN EACH ORGANIZATION THAT FOCUS ON PATIENT ADVOCACY AND/OR REIMBURSEMENT ISSUES. - INVITES THESE ORGANIZATIONS TO EDUCATE PATIENTS, PROVIDERS, ADVOCATES AND THEIR BROADER NETWORKS ABOUT THE FOUNDATION'S PROGRAMS BY POSTING A LINK TO WWW.HEALTHWELLFOUNDATION.ORG ON THEIR WEBSITES, PROMOTING VIA SOCIAL MEDIA AND/OR INCLUDING INFORMATION ABOUT THE FOUNDATION'S SERVICES IN THEIR MARKETING AND EDUCATIONAL MATERIALS AS WELL AS THEIR WEBINARS AND CONFERENCES. - ISSUES A PRESS RELEASE TO ANNOUNCE A NEW FUND TO THE MEDIA, PATIENT ADVOCACY GROUPS AND THE BROADER HEALTH CARE COMMUNITY.- REACHES OUT TO PROSPECTIVE DONORS TO SOLICIT ADDITIONAL SUPPORT FOR THE DISEASE AREA.- PROMOTES THE NEW FUND IN ITS NEWSLETTER, "THE PULSE," WHICH REACHES APPROXIMATELY 131,000 INDIVIDUALS FOUR TIMES A YEAR, AND THROUGH SOCIAL MEDIA. PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: FURTHERMORE, THE FOUNDATION IS REFERENCED BY, OR IS LINKED TO, THE WEBSITES OF SEVERAL ORGANIZATIONS THAT DIRECT PATIENTS FOR COPAYMENT AND PREMIUM ASSISTANCE. SUCH ORGANIZATIONS INCLUDE AMERICAN LIVER FOUNDATION, BONE HEALTH & OSTEOPOROSIS FOUNDATION, ANXIETY & DEPRESSION ASSOCIATION OF AMERICA, CYSTIC FIBROSIS FOUNDATION, INTERNATIONAL MYELOMA FOUNDATION, NATIONAL MS SOCIETY, LUPUS FOUNDATION OF AMERICA, CANCERCARE, ASSOCIATION OF COMMUNITY CANCER CENTERS, MENTAL HEALTH AMERICA AND NEEDYMEDS, AMONG OTHERS. CONCLUSION IN SUMMARY, THE HEALTHWELL FOUNDATION HAS THE CHARACTERISTICS OF A "PUBLICLY SUPPORTED ORGANIZATION, BASED ON THE FACTS AND CIRCUMSTANCES TEST DESCRIBED IN SECTION 1.170A-9(E)(3) OF THE TREASURY REGULATIONS. SPECIFICALLY, A SMALL NUMBER OF DONORS DO NOT CONTROL HEALTHWELL; RATHER HEALTHWELL IS A GROWING INSTITUTION THAT BEARS MANY OF THE INDICIA OF A "PUBLICLY SUPPORTED ORGANIZATION, INCLUDING PUBLIC SUPPORT FROM A WIDE CROSS-SECTION OF DONORS WITH A REPRESENTATIVE GOVERNING BODY. MOREOVER, HEALTHWELL IS CONTINUING TO SEEK NEW SOURCES OF SUPPORT FROM THE GENERAL PUBLIC AS WELL AS OTHER ORGANIZATIONS. ACCORDINGLY, THE FOUNDATION QUALIFIES AS A "PUBLICLY SUPPORTED ORGANIZATION DESCRIBED IN SECTION 170(B)(1)(A)(VI). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 121560 58937 62623 475771 234911 240860 1871161 1580652 290509 593992 COPAYMENTS AND PREMIUM ASSISTANCE PAYABLE 5508521 LEASE LIABILITY 6859191 12367712 X 630695632 -52996807 -52996807 683692439 262073 262073 683954512 627269238 0 627269238 262073 262073 627531311 PART X, LINE 2: THE FOUNDATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X 1 AB DATA GROUP 600 A B DATA DRIVE MILWAUKEE WI 53217 DIRECT MAIL CAMPAIGN 0 1463109 397157 1367451 1463109 397157 1367451 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE FOUNDATION PAID IN TOTAL $397,157 TO A.B. DATA GROUP OF WHICH $95,658 WAS FOR EXPENSE REIMBURSEMENTS. 1 MULTIPLE MYELOMA - MEDICARE ACCESS 26773 158371331 HYPERCHOLESTEROLEMIA - MEDICARE ACCESS 43790 46557889 RENAL CELL CARCINOMA - MEDICARE ACCESS 7932 44189272 PULMONARY HYPERTENSION - MEDICARE ACCESS 7566 40404463 HEPATITIS C 7248 40101050 PROSTATE CANCER - MEDICARE ACCESS 12794 36334081 PULMONARY FIBROSIS 6569 31745561 TARDIVE DYSKINESIA - MEDICARE ACCESS 6474 29226387 CHRONIC LYMPHOCYTIC LEUKEMIA 6693 26012076 ACUTE MYELOID LEUKEMIA 6181 21976446 CYSTIC FIBROSIS TREATMENTS 8454 20401902 MYELODYSPLASTIC SYNDROMES - MEDICARE ACCESS 4335 18232924 MULTIPLE SCLEROSIS - MEDICARE ACCESS 3651 16315751 NEUROCOGNITIVE DISEASE WITH PSYCHOSIS - MEDICARE ACCESS 4030 10333362 BREAST CANCER - MEDICARE ACCESS 1966 9253299 MANTLE CELL LYMPHOMA 1647 7502589 AMYOTROPHIC LATERAL SCLEROSIS 1697 6483164 CARDIOMYOPATHY - MEDICARE ACCESS 4425 5765719 CYSTIC FIBROSIS VITAMINS AND SUPPLEMENTS 8121 5704238 NON-SMALL CELL LUNG CANCER - MEDICARE ACCESS 1507 5370745 MELANOMA - MEDICARE ACCESS 661 4748676 PEYRONIE'S DISEASE 1588 4353202 AMYLOIDOSIS 714 4051324 DUPUYTREN'S DISEASE 2269 3663839 CONGENITAL SUCRASE-ISOMALTASE DEFICIENCY 763 2982272 POST MENOPAUSAL OSTEOPOROSIS - MEDICARE ACCESS 6718 2842205 LAMBERT-EATON MYASTHENIC SYNDROME 174 1004152 GIANT CELL ARTERITIS OR TEMPORAL ARTERITIS - MEDICARE ACCESS 132 460612 CHRONIC MYELOID LEUKEMIA - MEDICARE ACCESS 91 406041 B-CELL LYMPHOMA - MEDICARE ACCESS 22 23298 PART I, LINE 2: EACH PATIENT SEEKING ASSISTANCE IS SCREENED FOR ELIGIBILITY EITHER BY A SPECIALIST THROUGH THE FOUNDATION HOTLINE OR THROUGH THE FOUNDATION'S ONLINE APPLICATION TOOL. CRITERIA ARE STATIC ACROSS ALL OF THE FOUNDATION FUNDS: DEPENDING ON THE PARTICULAR FUND FROM WHICH THE GRANT ISSUES, THE PATIENT'S HOUSEHOLD INCOME MAY BE UP TO 500% OF THE FEDERAL POVERTY LEVEL, ADJUSTED FOR HOUSEHOLD SIZE AND HIGH COST OF LIVING AREAS; THE PATIENT MUST HAVE A DIAGNOSIS THAT THE FOUNDATION CURRENTLY SUPPORTS; THE PATIENT MUST HAVE INSURANCE COVERAGE FOR THE TREATMENT FOR WHICH THEY ARE SEEKING ASSISTANCE; THAT TREATMENT MUST BE AN ELIGIBLE TREATMENT UNDER THE HEALTHWELL FUND; AND THE TREATMENT MUST BE DISPENSED IN THE UNITED STATES. IN ADDITION, DURING THE APPROVAL PROCESS, A SOFT CREDIT CHECK IS RUN ON THE APPLICANT TO DETERMINE THAT THEY MEET THE INCOME REQUIREMENTS FOR THE PROGRAM. IF THE SOFT CREDIT CHECK DOES NOT RETURN A SATISFACTORY RESULT, THE PATIENT IS REQUIRED TO SUBMIT A FULL INCOME DOCUMENT REVIEW IN ORDER TO RECEIVE ASSISTANCE THROUGH THE PROGRAM. OTHERWISE, PATIENTS ARE APPROVED IF ALL CRITERIA ARE MET DURING SCREENING. PATIENTS RECEIVE A PHARMACY CARD TO USE AT THE LOCAL RETAIL PHARMACY, THROUGH MAIL ORDER PHARMACY, OR THROUGH SPECIALTY PHARMACY. THE PHARMACY CARD CANNOT BE USED FOR PRIMARY PAYMENT AND PROVIDES ELECTRONIC POINT OF SALE REIMBURSEMENT FOR THE PHARMACY. IN CASES WHERE THE PHARMACY CARD CANNOT BE USED, THE FOUNDATION REQUIRES THE SUBMISSION OF A COMPLETED REIMBURSEMENT REQUEST FORM ALONG WITH ADDITIONAL INFORMATION AS OUTLINED ON THE FORM. UPON RECEIPT, THE REQUEST IS REVIEWED: A FOUNDATION PAYMENT SPECIALIST ENTERS THE RECEIVED INFORMATION INTO THE SYSTEM AND THE SYSTEM VALIDATES THE DATE OF SERVICE, AN INSURER PAID FIRST, THE PRODUCT IS AN ELIGIBLE TREATMENT UNDER THE HEALTHWELL FUND, AND THE PATIENT HAS AN ACTIVE, FULLY APPROVED GRANT. ONLY IF ALL SYSTEMATIC CHECKS PASS, THE PAYMENT SPECIALIST PROCESSES THE PAYMENT. X X X X X 0 0 0 0 0 0 0 1 0 KRISTA ZODET PRESIDENT 321282 0 0 0 0 0 38800 0 9254 0 369336 0 0 0 ALAN KLEIN CHIEF DEVELOPMENT OFFICER 276928 0 0 0 0 0 16657 0 8347 0 301932 0 0 0 COLLIN ALEXANDER DIRECTOR OF FINANCE 227417 0 0 0 0 0 8234 0 32710 0 268361 0 0 0 FRED ASIEDU LARBI DIRECTOR OF OPERATIONS 215510 0 0 0 0 0 12945 0 37959 0 266414 0 0 0 SHELA HALPER SENIOR FOUNDATION PROGRAM OFFICER 213066 0 0 0 0 0 12816 0 19679 0 245561 0 0 0 ERICA MATA ASSOCIATE DIRECTOR OF OPERATIONS 136580 0 0 0 0 0 5466 0 41888 0 183934 0 0 0 VIRGINIA DUNN SENIOR ASSOC. DIR. OF COMM. & MRKT. 132365 0 0 0 0 0 7957 0 30861 0 171183 0 0 0 TIMOTHY VAWTER ASSOCIATE DIRECTOR OF IT 129375 0 0 0 0 0 7765 0 27606 0 164746 0 0 0 CESAR MARTINEZ SOLUTIONS ARCHITECT 128429 0 0 0 0 0 7708 0 25877 0 162014 0 0 0 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 HIS/HER PERFORMANCE. HEALTHWELL EMPLOYEE BONUSES WERE OFFICIALLY MOVED FROM Q4 2022 TO Q1 2023 AND THE TIMING WILL REMAIN THIS WAY GOING FORWARD. PART II: THESE INDIVIDUALS REPRESENT OFFICERS, KEY EMPLOYEES, HIGHLY COMPENSATED EMPLOYEES, AND BOARD MEMBERS AND THEIR RESPECTIVE COMPENSATIONS. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE INTERNAL REVIEWS, THE FOUNDATION'S FINANCE DEPARTMENT PROVIDES EACH BOARD MEMBER A COPY FOR REVIEW PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. ONCE THE BOARD HAS REVIEWED AND APPROVED THE FILING, THE BOARD CHAIR AUTHORIZES THE FEDERAL FORM 990 TO BE E-FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION'S PRESIDENT & CHIEF EXECUTIVE OFFICER AND THE CHIEF COMPLIANCE OFFICER WORK TOGETHER TO ENSURE ADHERENCE TO THE FOUNDATION'S COMPLIANCE PROGRAM. INCLUDED IN THIS COMPLIANCE PROGRAM ARE THE FOLLOWING ELEMENTS: STAFF AND BOARD OF DIRECTORS ARE REQUIRED TO FOLLOW A CODE OF CONDUCT; STAFF MUST SIGN A CONFIDENTIALITY AGREEMENT UPON HIRE; MEMBERS OF THE BOARD OF DIRECTORS AND SENIOR STAFF MUST SIGN A CONFLICT OF INTEREST DISCLOSURE ANNUALLY (BOARD MEMBERS THAT ARE DEEMED TO HAVE A CONFLICT OF INTEREST BASED ON THIS DISCLOSURE ARE RECUSED FROM PARTICIPATING IN A VOTE WITHIN THAT AREA OF CONFLICT); AND SENIOR STAFF AND BOARD ALSO ATTEST TO UNDERSTANDING AND ADHERING TO THE POLICIES AND PRACTICES OF THE HEALTHWELL FOUNDATION. THE SENIOR STAFF AND BOARD CANNOT REFER PATIENTS TO APPLY FOR ASSISTANCE FROM THE FOUNDATION, OR RECOMMEND A PARTICULAR PROVIDER, SUPPLIER, OR PRODUCT FOR AN APPLICANT OR PATIENT, OR DISCLOSE THE IDENTITY OF ANY PROGRAM DONOR. THE CHIEF COMPLIANCE OFFICER PROVIDES ANNUAL COMPLIANCE TRAINING TO THE BOARD AND CORPORATE STAFF; THE PRESIDENT AND CHIEF EXECUTIVE OFFICER PROVIDES ANNUAL COMPLIANCE TRAINING TO THE CONTACT CENTER STAFF. FORM 990, PART VI, SECTION B, LINE 15 HEALTHWELL BOARD OF DIRECTORS CONDUCTED A COMPENSATION REVIEW IN 2021 FOR THE PRESIDENT. THE BOARD ENGAGED AN INDEPENDENT CONSULTANT, MARSH MCLENNAN, TO CONDUCT THE ANALYSIS. THE BOARD CHAIR, TREASURER, AND A BOARD DIRECTOR REVIEWED AND APPROVED THE PRESIDENT'S COMPENSATION. HEALTHWELL ENGAGED MARSH MCLENNAN TO CONDUCT A COMPENSATION REVIEW FOR ALL POSITIONS AT HEALTHWELL BASED ON UPDATED JOB DESCRIPTIONS IN 2022 (THE LAST PRIOR ONE WAS UNDERTAKEN IN 2018). THE BOARD CHAIR, TREASURER, A BOARD DIRECTOR, AND THE PRESIDENT & CHIEF EXECUTIVE OFFICER REVIEWED AND APPROVED ALL COMPENSATION FOR THE REMAINING FOUNDATION STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND THE FEDERAL FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FEDERAL FORM 990, THE FOUNDATION'S FINANCIALS, AND ANNUAL REPORT ARE ALSO AVAILABLE AT WWW.HEALTHWELLFOUNDATION.ORG. HWF DIRECT LLC 5280 CORPORATE DRIVE SUITE 250B FREDERICK MD 21073 832192839 CONTACT CENTER VA 14685838 48355262 HEALTHWELL FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 HWF DIRECT LLC A 163548 HWF DIRECT LLC M 14844583 HWF DIRECT LLC P 26238 HWF DIRECT LLC Q 400528