STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

HEALTHNETWORK FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HEALTHNETWORK FOUNDATION (EIN 04-3804600)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202033219349304743
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T10:03:03-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341523030PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BOBER MARKEY FEDOROVICH & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13421 RIDGEWOOD ROAD SUITE 300AddressLine1Txt
CityAKRONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44333ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043804600EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTHNETWORK FOUNDATIONBusinessNameLine1Txt
Business Name Line2FKA HEALTH NET FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt
Phone4408930830PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 RIVER STREET NO 230AddressLine1Txt
CityCHAGRIN FALLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA HERCHEKPersonNm
Person TitleCHIEF OPERATING OFFICERPersonTitleTxt
Phone4408930830PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHEODORE A WAGNERPreparerPersonNm
PTINP00545206PTIN
Phone3307629785PhoneNum
Preparation2020-11-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.94.193.178IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm16:45:53IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD18867F37F509583EED42E5D7FD0D5827DE2A94FAtSubmissionCreationDeviceId
At Submission Filing Device IdF3B304B4150A5BFFEFC9796A20EC59251CFBB6AEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLISA HERCHEKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 RIVER STREET NO 230AddressLine1Txt
CityCHAGRIN FALLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44022ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$13,178,689GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HEALTHNETWORKFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1991FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionHEALTH NET HELPS MEMBERS FIND APPROPRIATE MEDICAL INSTITUTIONS FOR THE MEMBERS' PARTICULAR NEEDS.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee24TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,172,596PYContributionsGrantsAmt
CY Contributions Grants$5,489,796CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$866,263PYInvestmentIncomeAmt
CY Investment Income$1,015,786CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,038,859PYTotalRevenueAmt
CY Total Revenue$6,505,582CYTotalRevenueAmt
PY Grants And Similar Paid$635,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$465,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,776,726PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,820,817CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$825,230PYOtherExpensesAmt
CY Other Expenses$979,801CYOtherExpensesAmt
PY Total Expenses$3,236,956PYTotalExpensesAmt
CY Total Expenses$3,265,618CYTotalExpensesAmt
PY Revenues Less Expenses$2,801,903PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,239,964CYRevenuesLessExpensesAmt
Total Assets BOY$23,614,005TotalAssetsBOYAmt
Total Assets EOY$30,395,143TotalAssetsEOYAmt
Total Liabilities BOY$2,157,022TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,339,630TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$21,456,983NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$28,055,513NetAssetsOrFundBalancesEOYAmt
MissionCONNECTING CEOS AND ENTREPRENEURS WITH LEADING HOSPITALS TO PROVIDE THE BEST ACCESS TO WORLD CLASS CARE AND INCREASE PHILANTHROPIC FUNDING FOR MEDICAL RESEARCH.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,627,278ExpenseAmt
Grant$465,000GrantAmt
DescASSISTANCE PROVIDED TO MEMBERS TO HELP THEM FIND THE MEDICAL INSTITUTIONS THAT FIT THEIR PARTICULAR NEEDS.Desc
Total Program Service Expenses$2,627,278TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee24EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA HERCHEKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4408930830PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line133 RIVER STREETAddressLine1Txt
CityCHAGRIN FALLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44022ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
TONY BUSA
TREASURER1.00Yes (X)$0$0$0
F WILLIAM STEERE
ADVISOR1.00Yes (X)$0$0$0
WILLIAM W ROWLEY
CHAIRMAN30.00Yes (X)$0$0$0
DR BERNARDO FERNANDEZ
ADVISOR1.00Yes (X)$4,000$0$0
BILL KRUL
ADVISOR1.00Yes (X)$0$0$0
PATRICIA MCCOLLUM
ADVISOR0.50Yes (X)$0$0$0
WILLIAM BABCOX
ADVISOR1.00Yes (X)$0$0$0
DWIGHT CORNING
ADVISOR1.00Yes (X)$0$0$0
LISA HERCHEK
CHIEF OPERATING OFFICER40.00$166,000$0$3,320Yes (X)
MEGAN FRANKEL
PRESIDENT40.00$216,200$0$4,324Yes (X)
KIM KOTORA
VICE PRESIDENT40.00$74,833$0$1,497Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$461,033TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$9,141TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$972,865MembershipDuesAmt
All Other Contributions$4,516,931AllOtherContributionsAmt
Total Contributions$5,489,796TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$580,772TotalRevenueColumnAmt
Exclusion$580,772ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,108,121SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,673,107SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$435,014SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$435,014TotalRevenueColumnAmt
Exclusion$435,014ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,505,582TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,015,786ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$465,000TotalAmt
Program Services$465,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$470,174TotalAmt
Program Services$399,648ProgramServicesAmt
Management And General$70,526ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,053,899TotalAmt
Program Services$926,296ProgramServicesAmt
Management And General$127,603ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$30,696TotalAmt
Program Services$26,706ProgramServicesAmt
Management And General$3,990ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$159,924TotalAmt
Program Services$139,134ProgramServicesAmt
Management And General$20,790ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$106,124TotalAmt
Program Services$92,328ProgramServicesAmt
Management And General$13,796ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$11,843TotalAmt
Management And General$11,843ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,100TotalAmt
Management And General$2,100ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$165,975TotalAmt
Management And General$165,975ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$64,510TotalAmt
Program Services$3,241ProgramServicesAmt
Management And General$61,269ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$149,726TotalAmt
Program Services$149,726ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$188,611TotalAmt
Program Services$158,037ProgramServicesAmt
Management And General$30,574ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$26,996TotalAmt
Program Services$13,498ProgramServicesAmt
Management And General$13,498ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$103,985TotalAmt
Program Services$88,387ProgramServicesAmt
Management And General$15,598ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$131,580TotalAmt
Program Services$125,001ProgramServicesAmt
Management And General$6,579ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$32,818TotalAmt
Program Services$13,127ProgramServicesAmt
Management And General$19,691ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$62,134TotalAmt
Program Services$12,427ProgramServicesAmt
Management And General$49,707ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,154TotalAmt
Management And General$13,154ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ADMIN & ACCT SUPPORT$21,894$10,947$10,947
DUES AND SUBSCRIPTIONS$1,940$1,940
RECRUITMENT$1,835$1,835
CHARITABLE CONTRIBUTION$500$500

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Management And General$200ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,265,618TotalAmt
Program Services$2,627,278ProgramServicesAmt
Management And General$638,340ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$530,166BOYAmt
EOY$302,328EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$330,000BOYAmt
EOY$321,801EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,134BOYAmt
EOY$10,134EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$483,459LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$435,304LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$98,994BOYAmt
EOY$48,155EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,644,711BOYAmt
EOY$29,712,725EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,614,005BOYAmt
EOY$30,395,143EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$204,776BOYAmt
EOY$119,965EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,952,246BOYAmt
EOY$2,219,665EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,157,022BOYAmt
EOY$2,339,630EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$21,456,983BOYAmt
EOY$28,055,513EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,456,983BOYAmt
EOY$28,055,513EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,614,005BOYAmt
EOY$30,395,143EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,239,964ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,358,566NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,373,696CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,086,583CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,987,950CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,172,596CurrentTaxYearMinus1YearAmt
Current Tax Year$5,464,796CurrentTaxYearAmt
Total$22,085,621TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,373,696CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,086,583CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,987,950CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,172,596CurrentTaxYearMinus1YearAmt
Current Tax Year$5,464,796CurrentTaxYearAmt
Total$22,085,621TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$22,085,621PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$427,824CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$441,636CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$402,729CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$393,648CurrentTaxYearMinus1YearAmt
Current Tax Year$580,772CurrentTaxYearAmt
Total$2,246,609TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$427,824CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$441,636CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$402,729CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$393,648CurrentTaxYearMinus1YearAmt
Current Tax Year$580,772CurrentTaxYearAmt
Total$2,246,609TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,801,520CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,528,219CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,390,679CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,566,244CurrentTaxYearMinus1YearAmt
Current Tax Year$6,045,568CurrentTaxYearAmt
Total$24,332,230TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.90770PublicSupportCY509Pct
Public Support PY5090.88660PublicSupportPY509Pct
Investment Income CY0.09230InvestmentIncomeCYPct
Investment Income PY0.08910InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,934OtherCostOrOtherBasisAmt
Depreciation$4,055DepreciationAmt
Book Value$11,879BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$425,767OtherCostOrOtherBasisAmt
Depreciation$402,894DepreciationAmt
Book Value$22,873BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$41,758OtherCostOrOtherBasisAmt
Depreciation$28,355DepreciationAmt
Book Value$13,403BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$48,155TotalBookValueLandBuildingsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
CEDARS SINAI MEDICAL CENTER
8700 BEVERLY BLVDLOS ANGELESCA90048951644600501(C)(3)$35,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVECLEVELANDOH44195340714585501(C)(3)$75,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
JOHNS HOPKINS
1101E 33RD ST NO E001BALTIMOREMD21218521465301501(C)(3)$20,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
HOSPITALS FOR SPECIAL SURGERY
535 EAST 70TH STNEW YORKNY10021131624135501(C)(3)$15,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
HOUSTON METHODIST HOSPITAL
6565 FANNIN ST GB 240HOUSTONTX77030870721923501(C)(3)$10,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
UNIVERSITY HOSPITALS
11100 EUCLID AVECLEVELANDOH44106340714775501(C)(3)$15,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
BAPTIST HEALTH
6855 RED ROAD STE 600CORAL GABLESFL33143650267668501(C)(3)$45,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
BASCOM PALMER EYE INSTITUTE
900 NW 17TH STREETMIAMIFL33136237404880501(C)(3)$10,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
BRIGHAM & WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115042312909501(C)(3)$10,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
LINDNER CENTER OF HOPE
4075 OLD WESTERN ROW ROADMASONOH45040134343743501(C)(3)$10,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
PENN MEDICINE
7133 ROOSEVELT BLVDPHILADELPHIAPA19149311538725501(C)(3)$150,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
THE MOUNT SINAI HEALTH SYSTEM
555 W 57TH STREETNEW YORKNY10019131624096501(C)(3)$10,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
CHOP (CHILDERN'S HOSPITAL OF PHILADELPHIA)
3401 CIVIC CENTER BLVDPHILADELPHIAPA19104232237932501(C)(3)$50,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
CINCINNATI CHILDREN'S HOSPITAL
535 EAST 70TH STCINCINNATIOH45229310833936501(C)(3)$5,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
MAYO CLINIC
4500 SAN PABLO ROAD SJACKSONVILLEFL32224593337028501(C)(3)$25,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
PERELMAN SCHOOL OF MEDICINE
3401 CIVIC CENTER BLVDPHILADELPHIAPA19104231352685501(C)(3)$10,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
THE METROHEALTH SYSTEM
2500 METROHEALTH DRCLEVELANDOH44109346607695501(C)(3)$30,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
THE STEADMAN CLINIC
181 W MEADOW DR 400VAILCO81657841415470501(C)(3)$10,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
UNIVERSITY OF CHICAGO
5841 S MARYLAN AVECHICAGOIL60637363488183501(C)(3)$5,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
UNIVERSITY OF CINCINNATI FOUNDATION
UNIVERSITY HALL 51 GOODMAN STCINCINNATIOH45221310896555501(C)(3)$25,000FMVGENERAL SUPPORT & MEDICAL RESEARCH
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E Expnss0WrittenPolicyRefTAndEExpnssInd
Substantiation Required0SubstantiationRequiredInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LISA HERCHEK
CHIEF OPERATING OFFICER$140,000$0$26,000$0$0$0$3,320$0$0$0$169,320$0$0$0
MEGAN FRANKEL
PRESIDENT$201,200$0$15,000$0$0$0$4,324$0$0$0$220,524$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationOCCASIONALLY, OFFICERS/DIRECTORS MAY PURCHASE THEIR OWN CHARTER FLIGHTS FOR CONDUCTING ACTIVITIES ON BEHALF OF HNW. IN SUCH CASES, THEY ARE REIMBURSED THE COST OF AN ECONOMY CLASS TICKET FOR THEMSELVES AND ANY OTHER EMPLOYEES OR DIRECTORS WHO ARE REQUIRED TO ATTEND SUCH ACTIVITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2PATRICIA MCCOLLUM IS THE DAUGHTER OF WILLIAM ROWLEY.
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE CO-PRESIDENTS REVIEW THE FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS REVIEW AND APPROVE THE COMPENSATION OF THE PRESIDENT AND COO.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THE FORM 990 IS ALSO ON WWW.GUIDESTAR.ORG.