2024-11-01T14:54:48-05:00 2023-12-31 MILLER COOPER & CO LTD 1751 Lake Cook Road Suite 400 Deerfield IL 60015 990 2023-01-01 363820916 The Hap Foundation Inc (F/K/A Journeycare Foundation) % JOSEPH MATTY HAPF 3127411283 18W140 Butterfield Road 1120 Oakbrook Terrace IL 60181 Joseph Matty President 3127411283 2024-10-15 true true Steven R Glover P00253365 8472055000 2023 2024-10-15 13:58:12Z Joseph Matty 18W140 Butterfield Road 1120 Oakbrook Terrace IL 60181 1841896 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 (CONTINUED ON SCHEDULE O) 20 20 26 20 0 677442 1564904 0 0 0 102255 -30123 112138 647319 1779297 10474782 0 0 0 1781559 2432880 0 0 683072 760562 921505 13016903 3354385 -12369584 -1575088 6780841 5380395 268625 329009 6512216 5051386 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. false false 364526 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 COMMUNITIES. 258636 WORK FORCE DEVELOPMENT PROGRAM - INITATIVE 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. 400 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. 158959 Institute and Fellowships 622993 Pediatric Palliative Care and Grief Support 51753 Research 233601 Association Management & Consulting 187057 All Other 1254363 1877925 true true false false false false false false false true true false false true true true true false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false true 60 0 true 26 true false false false false false true true false false false false false false X 20 20 false false false 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 Joseph P Matty President 40.0 0.0 X 309810 0 44133 Sara K Dado Exec. Dir. of Palliative Prog. 40.0 0.0 X 166856 0 37319 Rachael J Telleen Exec. Director, Community Ed. 40.0 0.0 X 131722 0 24593 Noelle A Moore VP Strategy and Implementation 40.0 0.0 X 144367 0 7899 Christine A Post-Duncan Sr. Exec. Director of Finance 40.0 0.0 X 123952 0 14967 Lynda Bollman Chair 1.0 0.0 X X 0 0 0 Michael Burke Treasurer 1.0 0.0 X X 0 0 0 Bruce Carlson Board 1.0 0.0 X 0 0 0 Stephanie Coleman Board 1.0 0.0 X 0 0 0 Pam Cramer Secretary 1.0 0.0 X X 0 0 0 Kim Duchossois Board 1.0 0.0 X 0 0 0 Steve Erenburg Member-at-large 1.0 0.0 X 0 0 0 Larry Feldman Board 1.0 0.0 X 0 0 0 Betsy Foley Board 1.0 0.0 X 0 0 0 Anthony Iosco Board 1.0 0.0 X 0 0 0 Jill Kottmeier Board 1.0 0.0 X 0 0 0 Elaine Kurczewski Immediate Past Chair 1.0 0.0 X 0 0 0 Howard Lapin Board 1.0 0.0 X 0 0 0 Tom Liebman Board 1.0 0.0 X 0 0 0 Cathy McCann Board 1.0 0.0 X 0 0 0 Linda Morris Vice Chair 1.0 0.0 X X 0 0 0 Carol M Nelson Board 1.0 0.0 X 0 0 0 Ellaine Sambo-Reyther Board 1.0 0.0 X 0 0 0 Meg Schmitz Board 1.0 0.0 X 0 0 0 Elisha Waldman MD Board 1.0 0.0 X 0 0 0 876707 0 128911 5 false true false Robert Yadgir 18W140 BUTTERFIELD ROAD 1120 OAKBROOK TERRACE IL 60181 Consulting 120000 McAllister Quinn LLC 1625 Eye St NW WASHINGTON DC 20006 Consulting 123187 2 63028 1501876 1564904 0 102255 102255 0 0 0 0 0 0 83659 63028 62599 21060 21060 0 0 0 0 0 0 CORPORATE EVENTS 900099 91078 91078 91078 1779297 193333 21060 0 0 0 0 566907 337196 129085 100626 0 1436858 854643 327173 255042 82257 48926 18730 14601 210775 111875 65514 33386 136083 80942 30986 24155 0 17690 17690 31604 31604 0 0 6277 6277 283399 98252 34818 150329 50160 30452 11075 8633 92597 50818 26696 15083 154878 61230 76182 17466 0 0 0 0 69906 47180 9120 13606 0 0 22354 13296 5090 3968 13126 7807 2989 2330 CLINICAL & COMMUNITY EDUCATION 64045 64045 PEDS PROGRAM 61405 61405 APPEALS/DONOR EXPENSE 45929 1723 359 43847 CLINICAL & DONOR RESEARCH 8135 8135 3354385 1877925 793388 683072 4509391 2204530 0 0 60000 38949 22963 247015 0 0 0 0 0 0 0 0 44907 30997 84064 43285 54163 40779 1735629 2388695 0 0 0 0 0 0 353788 429430 6780841 5380395 176234 226774 0 0 0 0 0 0 0 0 0 0 0 0 0 0 92391 102235 268625 329009 X 2431904 1674795 4080312 3376591 6512216 5051386 6780841 5380395 -1575088 208351 -94093 X false true X true false X 4287751 3538619 2172830 665410 1564904 12229514 0 0 4287751 3538619 2172830 665410 1564904 12229514 1528460 10701054 335553 34500 85697 -41630 102255 516375 0 0 12745889 83659 0.83957 0.86260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1293559 14198 -283466 1024291 1551918 -258359 1293559 1327274 224644 1551918 1156324 170950 1327274 3909757 -2832226 100277 21484 1156324 0.00000 1.00000 0.00000 false false 84064 43285 40779 40779 ANNUITY - LINCOLN FINANCIAL 21665 BENEFICIAL INTEREST IN SPLIT 227116 BENEFICIAL INT. - MCHENRY 98171 RIGHT OF USE LEASE ASSETS 67248 OTHER ASSETS 15230 429430 0 CHARITABLE GIFT ANNUITY LIABILITY 22918 SALARIES & TAXES PAYABLE 10671 LEASE LIABILITIES - CURRENT 40861 LEASE LIABILITIES - LONG TERM 27785 102235 X 2043970 208351 62599 270950 1773020 6277 6277 1779297 3410707 62599 62599 3348108 6277 6277 3354385 Schedule D, Part XI, Line 2D DIRECT FUNDRAISING EXPENSES $62,599. Schedule D, Part XII, Line 2D DIRECT FUNDRAISING EXPENSES $62,599. SCHEDULE D, PART V - 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 HAP 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 ACCURED FOR INTEREST AND PENALTIES AT DECEMBER 31, 2023 OR 2022. Butterfly Run 59025 21203 37822 1477 463 2620 15154 Herritage Event 51456 41125 10331 2028 17651 5128 1 36206 700 35506 550 5900 4258 7370 146687 63028 83659 550 9405 22372 2620 27652 62599 21060 X X X X false false false false false false false false false Joseph P Matty President 309810 13941 30192 353943 Sara K Dado Exec. Dir. of Palliative Prog. 166856 7509 29810 204175 Noelle A Moore VP Strategy and Implementation 144367 6497 1402 152266 Rachael J Telleen Exec. Director, Community Ed. 131722 5927 18666 156315 Schedule J, Part I, Line 3 - Establishing Top Management Official's Comp 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 I, LINE 1 ADVOCACY, AND INCREASING ACCESS TO CARE WITH EDCUATION AND WORK FORCE DEVELOPMENT TO ENSURE FAMILIES AND THEIR COMMUNITY HAVE THE CARE THEY NEED. Form 990, Part III, Line 4D - Description of Other Program Services 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 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 Pediatric palliative care and grief support - 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 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 11B - Reviewing 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 - Establishing Compensation of Top Management 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 - Establishing Compensation of Other Officers 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. The 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.