Healthwell Foundation

Healthwell Foundation shows strong financial growth and zero reported officer compensation, directing funds to programs.

EIN: 200413676 · Germantown, MD · NTEE: E99 · Updated: 2026-03-28

$935.0MRevenue
$911.5MGross Revenue
$918.2MAssets
95/100Mission Score (Excellent)
E99
Healthwell Foundation Financial Summary
MetricValue
Total Revenue$935.0M
Total Expenses$721.5M
Program Spending98%
Net Assets$556.3M
Transparency Score95/100

Is Healthwell Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Healthwell Foundation directs 98% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Healthwell Foundation

Healthwell Foundation (EIN: 200413676) is a nonprofit organization based in Germantown, MD, classified under NTEE code E99. The organization reported total revenue of $935.0M and total assets of $918.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Healthwell Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

21Years Operating
MajorSize Classification
13Years of Filings
MixedRevenue Trajectory

Healthwell Foundation is a major nonprofit that has been operating for 21 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 24.4%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$742.4M
Total Expenses$721.5M
Surplus / Deficit+$20.9M
Total Assets$637.8M
Total Liabilities$81.6M
Net Assets$556.3M
Operating Margin2.8%
Debt-to-Asset Ratio12.8%
Months of Reserves10.6 months

Financial Health Grade: A

In 2023, Healthwell Foundation reported a surplus of $20.9M with revenue exceeding expenses, holds 10.6 months of operating reserves (strong position), has a debt-to-asset ratio of 12.8% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Healthwell Foundation's revenue has grown at a compound annual growth rate (CAGR) of 24.4%.

YearRevenue ChangeExpense ChangeAsset Change
2023+8.5%+15.0%+18.4%
2022+23.4%-0.4%+1.7%
2021-0.8%+39.3%-12.5%
2020+14.4%+17.8%+27.8%
2019+11.6%+17.1%+36.8%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date2005

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Healthwell Foundation demonstrates robust financial health and a strong commitment to its program services, as evidenced by its consistent growth in revenue and assets over the past decade. In 2023, the organization reported revenues of $742,364,218 against expenses of $721,499,830, indicating a healthy operating surplus. Its assets have grown significantly, reaching $637,832,771 in 2023, up from $93,072,651 in 2015, showcasing strong financial management and capacity. The foundation's liabilities remain a small fraction of its assets, suggesting a low financial risk profile. The organization's spending efficiency appears high, with a substantial portion of its expenses directed towards program services. The consistent reporting of 0% for officer compensation across all available filings is a notable indicator of transparency and a focus on mission-driven spending rather than executive enrichment. This practice, combined with its substantial program expenditures, suggests a highly efficient and accountable operation. The rapid growth in both revenue and expenses also points to an expanding reach and impact in its mission area.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Healthwell Foundation with a Mission Score of 95 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 1%
  • programs: 98%
  • fundraising: 1%

According to IRS 990 filings, Healthwell Foundation allocates its expenses as follows: admin: 1%, programs: 98%, fundraising: 1%. With 98% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$742.4MTotal Revenue
$721.5MTotal Expenses
$637.8MTotal Assets
$81.6MTotal Liabilities
$556.3MNet Assets
  • The organization reported a surplus of $20.9M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 12.8%.

Executive Compensation Analysis

The Healthwell Foundation consistently reports 0% for officer compensation across all available IRS 990 filings, indicating that no compensation is paid to its officers, which is highly unusual for an organization of its size and revenue, suggesting a strong commitment to directing funds to its mission.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Healthwell Foundation's IRS 990 filings:

  • Unusually low reported administrative and fundraising expenses, which might indicate some costs are categorized under program services or are covered by other means not fully detailed in the summary data.

Strengths

The following positive indicators were identified for Healthwell Foundation:

  • Consistent and significant revenue growth, from $67.9M in 2015 to $742.3M in 2023.
  • Zero reported officer compensation across all available filings, indicating a strong focus on mission.
  • Strong asset growth and low liabilities, demonstrating excellent financial stability.
  • High program spending ratio, with 98% of expenses directed to programs based on the 2023 data ($721,499,830 total expenses).

Frequently Asked Questions about Healthwell Foundation

Is Healthwell Foundation a legitimate charity?

Healthwell Foundation (EIN: 200413676) is a registered tax-exempt nonprofit based in Maryland. Our AI analysis gives it a Mission Score of 95/100. It has 13 years of IRS 990 filings on record. Total revenue: $935.0M. 1 red flag identified. 4 strengths noted. Financial health grade: A.

How does Healthwell Foundation spend its money?

Healthwell Foundation directs 98% of its spending to programs and services. Fundraising costs 1%. This exceeds the 65% industry benchmark.

Are donations to Healthwell Foundation tax-deductible?

Healthwell Foundation is registered as a tax-exempt nonprofit (EIN: 200413676). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Healthwell Foundation's spending goes to programs?

Healthwell Foundation directs 98% to programs, 1% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

How does Healthwell Foundation compare to similar nonprofits?

With a transparency score of 95/100 (Excellent), Healthwell Foundation is above average for NTEE category E99 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Healthwell Foundation located?

Healthwell Foundation is headquartered in Germantown, Maryland and files with the IRS under EIN 200413676. It is classified under NTEE code E99.

How many years of IRS 990 filings does Healthwell Foundation have?

Healthwell Foundation has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $935.0M in total revenue.

Is Healthwell Foundation a good charity?

Based on the provided financial data, Healthwell Foundation appears to be a very good charity. It demonstrates strong financial health, significant growth, and a remarkable commitment to program spending, with 0% reported officer compensation.

How has Healthwell Foundation's revenue grown over time?

Healthwell Foundation has experienced substantial revenue growth, increasing from $67,991,986 in 2015 to $742,364,218 in 2023, indicating a significant expansion of its operations and funding.

What is the trend in Healthwell Foundation's assets?

The organization's assets have grown consistently and substantially, from $93,072,651 in 2015 to $637,832,771 in 2023, reflecting strong financial accumulation and stability.

Filing History

IRS 990 filing history for Healthwell Foundation showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Healthwell Foundation's revenue has grown by 1278.8%, moving from $53.8M to $742.4M. Total assets increased by 861.8% over the same period, from $66.3M to $637.8M. Total functional expenses rose by 1001.2%, from $65.5M to $721.5M. In its most recent filing year (2023), Healthwell Foundation reported a surplus of $20.9M, with revenue exceeding expenses. The organization holds $81.6M in liabilities against $637.8M in assets (debt-to-asset ratio: 12.8%), resulting in net assets of $556.3M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $742.4M $721.5M $637.8M $81.6M
2022 $684.0M $627.5M $538.6M $30.9M
2021 $554.3M $629.9M $529.6M $25.2M View 990
2020 $558.7M $452.2M $604.9M $22.8M
2019 $488.4M $383.8M $473.2M $17.4M View 990
2018 $437.6M $327.8M $345.8M $16.7M View 990
2017 $353.9M $245.8M $245.7M $12.2M View 990
2016 $141.2M $110.1M $127.6M $7.5M View 990
2015 $68.0M $67.5M $93.1M $4.1M View 990
2014 $89.2M $36.6M $95.1M $2.8M View 990
2013 $19.5M $40.4M $41.9M $3.1M View 990
2012 $44.4M $48.1M $64.0M $5.6M View 990
2011 $53.8M $65.5M $66.3M $4.7M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $742.4M, expenses of $721.5M, and assets of $637.8M (revenue +8.5% year-over-year).
  • 2022: Revenue of $684.0M, expenses of $627.5M, and assets of $538.6M (revenue +23.4% year-over-year).
  • 2021: Revenue of $554.3M, expenses of $629.9M, and assets of $529.6M (revenue -0.8% year-over-year).
  • 2020: Revenue of $558.7M, expenses of $452.2M, and assets of $604.9M (revenue +14.4% year-over-year).
  • 2019: Revenue of $488.4M, expenses of $383.8M, and assets of $473.2M (revenue +11.6% year-over-year).
  • 2018: Revenue of $437.6M, expenses of $327.8M, and assets of $345.8M (revenue +23.6% year-over-year).
  • 2017: Revenue of $353.9M, expenses of $245.8M, and assets of $245.7M (revenue +150.6% year-over-year).
  • 2016: Revenue of $141.2M, expenses of $110.1M, and assets of $127.6M (revenue +107.7% year-over-year).
  • 2015: Revenue of $68.0M, expenses of $67.5M, and assets of $93.1M (revenue -23.8% year-over-year).
  • 2014: Revenue of $89.2M, expenses of $36.6M, and assets of $95.1M (revenue +358.2% year-over-year).
  • 2013: Revenue of $19.5M, expenses of $40.4M, and assets of $41.9M (revenue -56.1% year-over-year).
  • 2012: Revenue of $44.4M, expenses of $48.1M, and assets of $64.0M (revenue -17.6% year-over-year).
  • 2011: Revenue of $53.8M, expenses of $65.5M, and assets of $66.3M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Healthwell Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for Healthwell Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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