2024-10-21T08:09:07-05:00 2023-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2023-01-01 200413676 HEALTHWELL FOUNDATION HEAL 2406325305 20440 CENTURY BOULEVARD 250 GERMANTOWN MD 20874 DAVID L KNOWLTON BOARD CHAIR 2406325305 2024-10-20 1 0 AARON M FOX P01365820 2022274000 2024-10-20 2023 2024-10-15 13:58:12Z DAVID L KNOWLTON 20440 CENTURY BOULEVARD 250 GERMANTOWN MD 20874 873632339 0 X WWW.HEALTHWELLFOUNDATION.ORG X 2003 VA IMPROVING ACCESS TO HEALTH CARE FOR AMERICA'S UNDERINSURED. 7 7 234 0 0 0 678100099 730901028 2800 32198 5851613 11430992 0 0 683954512 742364218 604818055 695015656 0 0 16027638 19608580 325596 423341 1239170 6360022 6452253 627531311 721499830 56423201 20864388 538621977 637832771 30879876 81556071 507742101 556276700 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 174514707 169322492 32198 MULTIPLE MYELOMA - MEDICARE ACCESS - PROVIDED DEDUCTIBLE, COINSURANCE, COPAYMENT AND PREMIUM ASSISTANCE TO 29,383 ELIGIBLE MEDICARE PATIENTS RECEIVING TREATMENT FOR MULTIPLE MYELOMA. 58394844 56929150 RENAL CELL CARCINOMA - MEDICARE ACCESS - PROVIDED DEDUCTIBLE, COINSURANCE, COPAYMENT AND PREMIUM ASSISTANCE TO 9,547 ELIGIBLE MEDICARE PATIENTS RECEIVING TREATMENT FOR RENAL CELL CARCINOMA. 56810862 54622815 HYPERCHOLESTEROLEMIA - MEDICARE ACCESS - PROVIDED DEDUCTIBLE, COINSURANCE, COPAYMENT AND PREMIUM ASSISTANCE TO 52,454 ELIGIBLE MEDICARE PATIENTS BEING TREATED FOR HYPERCHOLESTEROLEMIA. 426050804 414141198 THE HEALTHWELL FOUNDATION PROVIDED DEDUCTIBLE, COINSURANCE, COPAYMENT, AND PREMIUM ASSISTANCE TO 125,790 ELIGIBLE PATIENTS TREATED FOR HEPATITIS C, TARDIVE DYSKINESIA, PROSTATE CANCER, PULMONARY HYPERTENSION, CARDIOMYOPATHY, CHRONIC LYMPHOCYTIC LEUKEMIA, ACUTE MYELOID LEUKEMIA, CYSTIC FIBROSIS, PULMONARY FIBROSIS, MYELODYSPLASTIC SYNDROMES, NEUROCOGNITIVE DISEASE WITH PSYCHOSIS, AMYOTROPHIC LATERAL SCLEROSIS, BREAST CANCER, MULTIPLE SCLEROSIS, PEYRONIE'S DISEASE, CYSTIC FIBROSIS VITAMINS AND SUPPLEMENTS, MANTLE CELL LYMPHOMA, CONGENITAL SUCRASE-ISOMALTASE DEFICIENCY, PEDIATRIC ASSISTANCE, DUPUYTREN'S DISEASE, AMYLOIDOSIS, GOUT, NON-SMALL CELL LUNG CANCER, NON-HODGKIN'S LYMPHOMA, SMALL CELL LUNG CANCER, SYSTEMIC SCLEROSIS WITH INTERSTITIAL LUNG DISEASE, WALDENSTROM MACROGLOBULINEMIA, URTICARIA, SICKLE CELL DISEASE, TYPE 2 DIABETES, MELANOMA, COLORECTAL CARCINOMA, CUSHING'S DISEASE, PANCREATIC CANCER, POST MENOPAUSAL OSTEOPOROSIS, IGA NEPHROPATHY, BLEPHARITIS, LAMBERT-EATON MYASTHENIC SYNDROME, GIANT CELL ARTERITIS OR TEMPORAL ARTERITIS, CHRONIC MYELOID LEUKEMIA, BLADDER AND UROTHELIAL CANCER, AAV & GPA, HEALTH ACCESS, BONE METASTASES, B-CELL LYMPHOMA, ANCA-ASSOC VASCULITIS, AND GRANULOMATOSIS WITH POLYANGIITIS (FORMERLY WEGENERS), NONTUBERCULOUS MYCOBACTERIUM, CANCER-RELATED BEHAVIORAL HEALTH, CHEMOTHERAPY INDUCED NEUTROPENIA, OVARIAN CANCER, PORPHYRIAS, HEAD AND NECK CANCER, COVID-19 FRONTLINE HEALTH CARE WORKERS BEHAVIORAL HEALTH, GASTRIC CANCER, HYPEROXALURIA, HOMOCYSTINURIA, GOUT TRAVEL FUND, UREA CYCLE DISORDERS, ACROMEGALY, WILMS' TUMOR, AND ALAGILLE SYNDROME VITAMINS AND SUPPLEMENTS. 426050804 414141198 715771217 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 22 0 1 234 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 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 DAVID L KNOWLTON 2406325305 20440 CENTURY BOULEVARD 250 GERMANTOWN MD 20874 STEPHEN M WEINER BOARD MEMBER & CHIEF COMPL. OFFICER 1.00 X X 32388 0 0 DAVID L KNOWLTON BOARD CHAIR 2.00 X X 48276 0 0 NANCY CARTERON MD FACR BOARD MEMBER 1.00 X 17816 0 0 SUZANNE M MILLER PHD VICE CHAIR & SECRETARY 1.00 X X 12000 0 0 JERRI SCARZELLA BSN VICE CHAIR & TREASURER 1.00 X X 12000 0 0 DAVID F ERTEL BOARD MEMBER THRU 8/23 1.00 X 4500 0 0 CATHLEEN BENNETT ESQ BOARD MEMBER 1.00 X 12000 0 0 DON LISS MD BOARD MEMBER 1.00 X 141 0 0 KRISTA ZODET PRESIDENT & CEO 39.00 1.00 X 369804 0 25413 ALAN KLEIN CHIEF DEVELOPMENT OFFICER 40.00 X 348022 0 25703 COLLIN ALEXANDER CHIEF FINANCIAL OFFICER THRU 6/23 40.00 X 144359 0 28330 FRED ASIEDU LARBI CHIEF OPERATIONS OFFICER 36.00 4.00 X 249626 0 59567 SHELA HALPER CHIEF FOUNDATION PROGRAM OFFICER 40.00 X 246358 0 37326 RICHA DAHIYA CHIEF FINANCIAL OFFICER AS OF 11/23 40.00 X 16039 0 2510 ERICA MATA DIRECTOR, OPERATIONS 40.00 X 157370 0 60155 VIRGINIA DUNN DIRECTOR, COMM, AND MKTG 40.00 X 140435 0 41299 TIMOTHY VAWTER ASSOCIATE DIRECTOR, INFO. TECH. 40.00 X 147825 0 40168 CESAR MARTINEZ DIRECTOR, ARCHITECT SOLUTIONS 40.00 X 148133 0 38482 LORI MARTIN DIRECTOR, HUMAN RESOURCES 40.00 X 138781 0 41953 2245873 0 400906 16 0 1 0 PHARMACY DATA MANAGEMENT INC 8530 CROSSROADS DR POLAND OH 44514 PHARMACY CLAIMS PROCESSING 992557 VONAGE BUSINESS INC 101 CRAWFORDS CORNER RD HOLMDEL NJ 07733 TELECOM SERVICES 437906 SALESFORCEORG 415 MISSION ST 3RD FLOOR SAN FRANCISCO CA 94105 GRANTS MANAGEMENT SYSTEM 273885 AB DATA 600 AB DATA DRIVE MILWAUKEE WI 53217 DIRECT MAIL 204334 EXPERIAN HEALTH 475 ANTON BLVD COSTA MESA CA 92626 VERIFICATION SERVICES FOR APPLICANTS 188642 10 730901028 730901028 SERVICE FEES 900099 32198 32198 32198 16272559 16272559 126426554 131268121 -4841567 -4841567 -4841567 742364218 32198 0 11430992 695015656 695015656 1553057 406310 967615 179132 13630856 12311270 1025550 294036 430423 424061 5124 1238 3126405 2736125 316429 73851 867839 749899 97719 20221 212084 143051 69033 198553 133924 64629 423341 423341 266048 266048 1974550 1223001 738122 13427 92967 72549 20418 646192 432577 189860 23755 558233 532555 25678 966190 854332 90357 21501 225385 17715 139978 67692 267694 5663 198059 63972 177244 120537 45918 10789 101394 67876 29791 3727 TAXES & LICENSES 542425 362204 158137 22084 EMPLOYEE DEVELOPMENT 184499 150908 31176 2415 DUES & PUBLICATIONS 28359 10910 7153 10296 STATE REGISTRATION FEES 10436 94 2649 7693 721499830 715771217 4489443 1239170 55253608 67443198 11220414 126704265 114682600 54753671 28522 3220 55919 491920 807955 2568991 2051087 593992 517904 349645641 381722305 1300 6733802 5794512 538621977 637832771 18512164 68481966 12367712 13074105 30879876 81556071 X 6602692 37685821 501139409 518590879 507742101 556276700 538621977 637832771 X 20864388 27659762 10449 X 0 1 X 1 0 X 481424153 546256983 538184808 678100099 730901028 2974867071 481424153 546256983 538184808 678100099 730901028 2974867071 2003190631 971676440 7173067 7417028 9540057 7753813 16272559 48156524 3023023595 34998 0.32140 0.32790 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 2023, THE FOUNDATION HAS HELPED 932,798 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, 2023 IS 32.14%, 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 234 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 71 TOTAL CORPORATE DONORS IN ITS HISTORY.THE FOUNDATION'S CHIEF DEVELOPMENT OFFICER WORKS WITH THE PRESIDENT/CEO AND BOARD TO IDENTIFY AND PURSUE NEW CORPORATE FUNDRAISING OPPORTUNITIES.THE FOUNDATION'S CHIEF DEVELOPMENT OFFICER IDENTIFIES AND SECURES DONORS FOR THE FOUNDATION'S BROAD-BASED SPECIAL INITIATIVES, INCLUDING ITS CANCER-RELATED BEHAVIORAL HEALTH FUND AND EMERGENCY / MEDICAL WORKERS BEHAVIORAL HEALTH FUND.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 80,200 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 APPEAR IN LOCAL AND NATIONAL PUBLICATIONS, INCLUDING MEDICAL JOURNALS, NEWSPAPERS, MAGAZINES, BLOGS AND HEALTH CARE WEBSITES. IN 2023, REPRESENTATIVES OF THE FOUNDATION WERE ABLE TO RESUME FULL PARTICIPATION AT NATIONAL AND LOCAL CONFERENCES INCLUDING THOSE OF SUCH ENTITIES AS ONCOLOGY NURSING SOCIETY, THE LIVER MEETING, AMERICAN SOCIETY OF CLINICAL ONCOLOGY, 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 156,000 INDIVIDUALS FOUR TIMES A YEAR, AND THROUGH SOCIAL MEDIA. PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: 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 74594 46966 574896 497711 77185 1872535 1478782 393753 517904 COPAYMENTS AND PREMIUM ASSISTANCE PAYABLE 7093237 LEASE LIABILITY 5980868 13074105 X 769757932 27659762 27659762 742098170 266048 266048 742364218 721223333 0 721223333 266048 10449 276497 721499830 PART X, LINE 2: THE FOUNDATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2023, 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: RETURNED GRANTS 10,449. X X 1 AB DATA GROUP 600 A B DATA DRIVE MILWAUKEE WI 53217 DIRECT MAIL CAMPAIGN 0 1503383 423341 1080042 1503383 423341 1080042 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) HEALTHWELL IS RESPONSIBLE FOR ALL COSTS OF PAPER, BINDERY, PRINTING, LIST RENTALS, LIST PURCHASES, LETTERSHOP, COMPUTER SERVICES, POSTAGE COSTS. 1 MULTIPLE MYELOMA - MEDICARE ACCESS 29383 169322492 RENAL CELL CARCINOMA - MEDICARE ACCESS 9547 56929150 HYPERCHOLESTEROLEMIA - MEDICARE ACCESS 52454 54622815 HEPATITIS C 8927 48404470 TARDIVE DYSKINESIA - MEDICARE ACCESS 8241 38803600 PROSTATE CANCER - MEDICARE ACCESS 10558 34151624 PULMONARY HYPERTENSION - MEDICARE ACCESS 6066 32830128 CARDIOMYOPATHY - MEDICARE ACCESS 17640 31000288 CHRONIC LYMPHOCYTIC LEUKEMIA 7657 30490105 ACUTE MYELOID LEUKEMIA 7180 25088080 CYSTIC FIBROSIS TREATMENTS 7655 21691498 PULMONARY FIBROSIS 4167 21063910 MYELODYSPLASTIC SYNDROMES - MEDICARE ACCESS 5420 19853002 NEUROCOGNITIVE DISEASE WITH PSYCHOSIS - MEDICARE ACCESS 5991 19823178 AMYOTROPHIC LATERAL SCLEROSIS 3226 18871854 BREAST CANCER - MEDICARE ACCESS 2448 12195432 MULTIPLE SCLEROSIS - MEDICARE ACCESS 1367 6159570 PEYRONIE'S DISEASE 1723 4900361 CYSTIC FIBROSIS VITAMINS AND SUPPLEMENTS 8827 4890144 MANTLE CELL LYMPHOMA 1069 4825026 CONGENITAL SUCRASE-ISOMALTASE DEFICIENCY 1168 4563781 PEDIATRIC ASSISTANCE 2305 3970929 DUPUYTREN'S DISEASE 2294 3777799 AMYLOIDOSIS 578 2979901 GOUT - MEDICARE ACCESS 1237 2443201 NON-SMALL CELL LUNG CANCER - MEDICARE ACCESS 691 2261065 NON-HODGKIN'S LYMPHOMA - MEDICARE ACCESS 486 2149795 SMALL CELL LUNG CANCER - MEDICARE ACCESS 703 2131525 SYSTEMIC SCLEROSIS WITH INTERSTITIAL LUNG DISEASE 352 1671186 WALDENSTROM MACROGLOBULINEMIA 297 1360658 URTICARIA 576 1357771 SICKLE CELL DISEASE 369 1152303 TYPE 2 DIABETES 1266 851853 MELANOMA - MEDICARE ACCESS 150 819030 COLORECTAL CARCINOMA - MEDICARE ACCESS 377 698131 CUSHING'S DISEASE 231 664437 PANCREATIC CANCER - MEDICARE ACCESS 401 647575 POST MENOPAUSAL OSTEOPOROSIS - MEDICARE ACCESS 1632 621504 IGA NEPHROPATHY 131 615336 BLEPHARITIS 899 614942 LAMBERT-EATON MYASTHENIC SYNDROME 120 612390 GIANT CELL ARTERITIS OR TEMPORAL ARTERITIS - MEDICARE ACCESS 156 517809 CHRONIC MYELOID LEUKEMIA - MEDICARE ACCESS 109 442734 BLADDER AND UROTHELIAL CANCER - MEDICARE ACCESS 154 386788 AAV & GPA 358155 HEALTH ACCESS 350993 BONE METASTASES - MEDICARE ACCESS 168 191054 B-CELL LYMPHOMA - MEDICARE ACCESS 95 149892 ANCA-ASSOC VASCULITIS, AND GRANULOMATOSIS WITH POLYANGIITIS (FORMERLY WEGENERS) 140 133385 NONTUBERCULOUS MYCOBACTERIUM - MEDICARE ACCESS 119 111308 CANCER-RELATED BEHAVIORAL HEALTH 125 85839 CHEMOTHERAPY INDUCED NEUTROPENIA - MEDICARE ACCESS 77 78399 OVARIAN CANCER - MEDICARE ACCESS 43 64138 PORPHYRIAS 19 53642 HEAD AND NECK CANCER - MEDICARE ACCESS 20 49149 COVID-19 FRONTLINE HEALTH CARE WORKERS BEHAVIORAL HEALTH 53 35937 GASTRIC CANCER - MEDICARE ACCESS 17 33923 HYPEROXALURIA 19 23585 HOMOCYSTINURIA 11 17996 GOUT TRAVEL FUND 24 15125 UREA CYCLE DISORDERS 6 14638 ACROMEGALY 5 14179 WILMS' TUMOR 1 2761 ALAGILLE SYNDROME VITAMINS AND SUPPLEMENTS 4 2386 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 505% 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 & CEO 369804 0 0 0 0 0 21599 0 3814 0 395217 0 0 0 ALAN KLEIN CHIEF DEVELOPMENT OFFICER 286870 0 61152 0 0 0 22979 0 2724 0 373725 0 0 0 FRED ASIEDU LARBI CHIEF OPERATIONS OFFICER 227166 0 22460 0 0 0 17457 0 42110 0 309193 0 0 0 SHELA HALPER CHIEF FOUNDATION PROGRAM OFFICER 224188 0 22170 0 0 0 16026 0 21300 0 283684 0 0 0 ERICA MATA DIRECTOR, OPERATIONS 140292 0 17078 0 0 0 10860 0 49295 0 217525 0 0 0 TIMOTHY VAWTER ASSOCIATE DIRECTOR, INFO. TECH. 134360 0 13465 0 0 0 10754 0 29414 0 187993 0 0 0 CESAR MARTINEZ DIRECTOR, ARCHITECT SOLUTIONS 134978 0 13155 0 0 0 10500 0 27982 0 186615 0 0 0 VIRGINIA DUNN DIRECTOR, COMM, AND MKTG 126659 0 13776 0 0 0 9988 0 31311 0 181734 0 0 0 LORI MARTIN DIRECTOR, HUMAN RESOURCES 125781 0 13000 0 0 0 8178 0 33775 0 180734 0 0 0 COLLIN ALEXANDER CHIEF FINANCIAL OFFICER THRU 6/23 144359 0 0 0 0 0 8689 0 19641 0 172689 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 THEIR PERFORMANCE. COLLIN ALEXANDER OFFICER EMPLOYEE LOAN X 3220 3220 0 0 0 3220 SCHEDULE L PART II THE LOAN REFERENCED ON SCHEDULE L WAS MADE IN 2023 IN CONNECTION WITH AN EMPLOYEE BENEFIT PROGRAM, AND IS IN THE PROCESS OF CORRECTION. IN ADDITION, A SMALL LOAN TO THE SAME INTERESTED PERSON WAS MADE UNDER THE PROGRAM IN 2022, AND THAT LOAN WAS CORRECTED IN 2023. 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. FORM 990, PART XI, LINE 9: GRANT REFUND 10,449. HWF DIRECT LLC 5280 CORPORATE DRIVE SUITE 250B FREDERICK MD 21073 832192839 CONTACT CENTER VA 16522745 65303939 HEALTHWELL FOUNDATION