2023-11-15T21:14:45+00:00 2022-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2022-01-01 363820916 THE HAP FOUNDATION INC (FKA JourneyCare Foundation) HAPF 3127411283 18W140 Butterfield Road 1120 Oakbrook Terrace IL 60181 President Joseph Matty 3127411282 2023-11-16 true Joseph Matty 999009999 true Jennifer Burke P01342224 3128997000 2022 2023-04-26 12:10:37Z X Joseph Matty 18W140 Butterfield Road 1120 Oakbrook Terrace IL 60181 677442 false X www.thehapfoundation.org X 1992 IL The mission of The HAP Foundation is improving care for the seriously ill and their families by leading the way with research and advocacy, and increasing access to care with education and work force development to ensure families and their community have the care they need. 20 20 14 20 0 0 2172830 677442 0 0 85697 0 -129059 -30123 2129468 647319 451598 10474782 0 0 0 1781559 0 0 750012 2473797 760562 2925395 13016903 -795927 -12369584 18979563 6780841 56133 268625 18923430 6512216 X The mission of The HAP Foundation is improving care for the seriously ill and their families by leading the way with research and advocacy, and increasing access to care with education and work force development to ensure families and their community have the care they need. true true 10613907 10459782 Community Health Workers -- The Foundation provided specialized community support services respecting the culturally diverse communities it serves. These include programs in underserved communities, programs for veterans and for religious communites. 116619 Work Force Development Program - initiative to support education, recruitment and retention of three roles: Certified Nursing Assistant (CNA), Registered Nurse (RN), and Community Health Worker (CHW) through formal apprenticeship programs in partnership with community colleges across the region. 47832 Patient assistance and charity care - the Foundation provided these grants to cover the cost of hospice care for individuals who are uninsured or underinsured to the extent that they do not have the ability to pay for hospice care privately. These funds were also used for comfort and joy requests to assist patients and families by improving quality of life and fulfilling end of life goals. 533480 All Other - these grants were made in support of various other activities in support of the mission of The HAP Foundation, including those designated by donors of the Foundation. 118964 Institute and Fellowships - supports educational activities, including palliative medicine education, training and fellowships provided in collaboration with teaching hospitals. 105217 15000 Pediatric Palliative Care and Grief - Provides support for families of seriously ill children by connecting them to resources to access care and grief support. This program also provides clinical education surrounding pediatric palliative care and bereavement. These funds were also used to assist in our children's camps and to provide support for children who have experienced the loss of a loved one. 50598 Research - HAP is committed to strengthening evidence-based research around serious illness to improve care, support advocacy efforts and increase access to care for all people. We seek to contribute to the body of literature that creates change with a focus on advocacy, workforce development, education and access. 808259 15000 11586617 true true false false false false false false true true false false true true true true false false false false false false false true false false true false true false false false false false false false false false false false false false true false false false true 16 0 true 14 true false false false false false true true false false false false false false X 20 20 false false true false false false false true true false false false true true true true true true true false IL X Joseph Matty 3127411282 18W140 Butterfield Road 1120 Oakbrook Terrace IL 60181 X Linda Morris Vice Chair 2.0 X X 0 0 0 Lynda Bollman Chair 2.0 X X 0 0 0 Michael Burke Treasurer 2.0 X X 0 0 0 Pamela Cramer Secretary 2.0 X X 0 0 0 Anthony Iosco Board 2.0 X 0 0 0 Arch W Shaw Board 2.0 X 0 0 0 Bruce Carlson Board 2.0 X 0 0 0 Carol Nelson Board 2.0 X 0 0 0 Cathy McCann Board 2.0 X 0 0 0 Dr Claire Kenneally Board 2.0 X 0 0 0 Elaine Kurczewski Board 2.0 X 0 0 0 Ellaine Sambo Reyther Board 2.0 X 0 0 0 Heather Walser Board 2.0 X 0 0 0 Howard Lapin Board 2.0 X 0 0 0 Kimberly Duchossois Board 2.0 X 0 0 0 Meg Schmitz Board 2.0 X 0 0 0 Melissa Buckley Board 2.0 X 0 0 0 Stephanie Leese Emrich Board 2.0 X 0 0 0 Steve Erenburg Board 2.0 X 0 0 0 Tom Liebman Board 2.0 X 0 0 0 Anne Rossiter Senior Philanthropy Director 40.0 X 100177 12893 10772 Joseph Matty Foundation President 40.0 X 209766 53744 30013 Noelle Moore Vice President of Strategy and Implementation 40.0 X 100394 13223 2866 410337 79860 43651 2 false true false 0 0 0 38350 0 0 639092 0 677442 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 38350 30123 -30123 0 -30123 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 647319 0 0 -30123 10395567 10395567 79215 79215 0 0 0 0 0 0 0 0 0 0 0 0 1781559 872964 391943 516652 49435 24223 10876 14336 0 0 1831 897 403 531 0 0 0 0 40211 3127 20800 16284 77427 37939 17034 22454 140551 68870 30921 40760 67927 33284 14944 19699 18686 9156 4111 5419 14669 7188 3227 4254 Appeals/donor expense 77553 77553 272272 54187 186015 32070 13016903 11586617 680274 750012 6050426 4509391 0 0 426229 60000 9614 22963 0 0 0 0 0 0 0 0 29754 44907 75094 20931 38172 54163 2034685 1735629 0 0 0 0 10390683 353788 18979563 6780841 11517 176234 0 0 0 0 0 0 0 0 0 0 0 0 0 0 44616 92391 56133 268625 13597196 2431904 5326234 4080312 0 0 0 0 0 0 18923430 6512216 18979563 6780841 -12369584 -41630 0 0 X false true X true false X 5432477 4287751 3538619 2172830 665410 16097087 0 0 5432477 4287751 3538619 2172830 665410 16097087 1403923 14693164 522185 335553 34500 85697 -41630 936305 0 0 0 0 0 0 0 0 0 0 0 0 17033392 0 0.8626 0.9261 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1551918 -258359 1293559 1327274 0 224644 0 1551918 1156324 0 170950 0 1327274 3909757 -2832226 100277 21484 1156324 4343899 -7500 -211648 214994 3909757 0.0 1.0 0.0 false false 75094 20931 54163 54163 Due from affiliates 0 Beneficial Interest in split-interest agreeemnt 230624 Annuity Lincoln Financial 123164 353788 Pledges Reserve 36999 Charitable gift annuity liability 36052 Accrued expenses and other current liabilities 10351 Salaries and Tax Payable 8989 92391 X 677442 0 0 677442 -30123 -30123 647319 12716573 41360 0 41360 12675213 341690 341690 13016903 Schedule D, Part V, Line 4 Intended uses of endowment funds Endowment funds are used to support the overall mission of The HAP Foundation, tax exempt organization Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Organization is exempt from federal income taxes on related income under section 501(A) as an entity described under Section 501(c)(3) of the Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. Additionally, the JourneyCare Foundation has been determined not to be a private foundation under Section 509(a) of the Internal Revenue Code. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. Due to its tax-exempt status, the Organization is not subject to U.S. federal income tax or state income tax. The Organization's Form 990 has not been subject to examination by the Internal Revenue Service or the state of Illinois for the last three years. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at December 31, 2022 or 2021. Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements FUNDRAISING EXPENSES - -30123 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements FUNDRAISING EXPENSES - 30123 OTHER EXPENDITURES - 311567 Heritage Event 36050 36050 0 21738 8385 Butterfly Run 2300 2300 0 0 38350 38350 0 21738 8385 30123 -30123 true ELEA INSTITUTE (FKA JOURNEYCARE INC) 2050 CLAIRE COURT GLENVIEW IL 600257635 363305643 501(C)(3) 10395567 SUPPORT OF ACTIVITIES OF ELEA INSTITUTE (F/K/A JOURNEYCARE, INC) 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Grant funds are recorded in the fundraising system with the proper segregation of duties. Expenses are disbursed through the accounting system. Both grant funds and expenses are reconciled and approved by the appropriate levels of management to assure that all grant funds were used for their intended purpose. X X X X false false false false false false false false false Joseph Matty Foundation President 209766 53744 0 0 0 0 6064 0 23949 0 239779 53744 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation The methods used by The HAP Foundation, Inc. to establish compensation of the CEO/Executive Director included: Independent compensation consultant, compensation survey or study, and approval by the board or compensation committee. Form 990, Part III, Line 2 New program services The HAP Foundation changed it's mission from being a supporting organization of JourneyCare hospice and now focuses on providing access to care and support for the seriously ill and their families. Our primary program areas are community health, community and clinical education, research, work force development, pediatric palliative care and grief support. Form 990, Part III, Line 3 Significant changes in program services The HAP Foundation changed it's mission from being a supporting organization of JourneyCare hospice when the non-profit hospice being supported was sold to a for-profit entity. At that time the former JourneyCare Foundation became The HAP Foundation and changed it's mission. Form 990, Part III, Line 4d Description of other program services (Expenses $ 533,480 including grants of $) All Other - these grants were made in support of various other activities in support of the mission of The HAP Foundation, including those designated by donors of the Foundation. Form 990, Part III, Line 4d Description of other program services (Expenses $ 118,964 including grants of $) Institute and Fellowships - supports educational activities, including palliative medicine education, training and fellowships provided in collaboration with teaching hospitals. Form 990, Part III, Line 4d Description of other program services (Expenses $ 105,217 including grants of $ 15,000) Pediatric Palliative Care and Grief - Provides support for families of seriously ill children by connecting them to resources to access care and grief support. This program also provides clinical education surrounding pediatric palliative care and bereavement. These funds were also used to assist in our children's camps and to provide support for children who have experienced the loss of a loved one. Form 990, Part III, Line 4d Description of other program services (Expenses $ 50,598 including grants of $) Research - HAP is committed to strengthening evidence-based research around serious illness to improve care, support advocacy efforts and increase access to care for all people. We seek to contribute to the body of literature that creates change with a focus on advocacy, workforce development, education and access. Form 990, Part VI, Line 4 Significant changes to organizational documents The HAP Foundation has restated it's bylaws to reflect the change with the formerly affiliated organization, JourneyCare. Form 990, Part VI, Line 11b Review of form 990 by governing body The president of the organization will review the Form 990 prior to filing. Form 990, Part VI, Line 12c Conflict of interest policy The organization has a written conflict of interest policy which requires employees and board members to sign a conflict of interest agreement and disclosure statement upon employment or appointment, and update the statement annually. Disclosure of a potential conflict will be reviewed by the Sr. Director of Constituent Relations & HR. If a member of the governing board notes a potential conflict of interest, the board will render a decision of that member's eligibility to be part of voting, if applicable, and that decision will be documented in the minutes of the meeting. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE HAP FOUNDATION HAS THE FOLLOWING PROCESS TO DETERMINE THE PRESIDENT'S COMPENSATION: THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IS COMPRISED OF INDEPENDENT PERSONS AND IS DELEGATED THE RESPONSIBILITY FOR REVIEWING AND DOCUMENTING THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL (PRESIDENT). THE EXECUTIVE COMMITTEE WILL REVIEW INDUSTRY INFORMATION INCLUDING COMPARABILITY DATA FOR OTHER NON-PROFITS IN THE HEALTHCARE SECTOR. THE EXECUTIVE COMMITTEE WILL ENGAGE AN INDEPENDENT THIRD-PARTY CONSULTANT TO ASSIST WITH THIS PROCESS EVERY FEW YEARS AS NEEDED Form 990, Part VI, Line 15b Process to establish compensation of other employees THE PROCESS USED TO DETERMINE THE COMPENSATION OF OTHER OFFICERS IS THE SAME PROCESS USED AS THE PART VI, LINE 15A EXPLANATION; HOWEVER, THE PRESIDENT HAS FINAL APPROVAL AND AUTHORITY. THIS PROCESS IS DONE ON AN ANNUAL BASIS. Form 990, Part VI, Line 19 Required documents available to the public Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. Elea Institute (FKA JourneyCare Inc) 2050 Claire Court Glenview IL 60025 363305643 Hospice Care IL 501(c)(3) 7 NA false false true false false false false false false false false false true false true true true false false false