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Nonprofit · EIN 35-2122763

ELEVANCE HEALTH FOUNDATION INC

Tax-exempt · INDIANAPOLIS, IN 46204

Financials

$53.9M$28.7M2023$9.7M$30.7M2024
Revenue Expenses · by fiscal year end
Financials of ELEVANCE HEALTH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$9,741,175$30,725,329-$20,984,154$139,880,517$23,948,956$115,931,561
December 31, 2023990-PF$53,899,936$28,670,037$25,229,899$160,795,195$28,787,819$132,007,376
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$500,000
Dividends
$3,075,910
Net gain from sales of assets
$6,165,265

Expenses

Grants and similar amounts paid
$28,457,817
Disbursements for charitable purposes
$35,037,663
Excise tax on investment income
$186,031

Balance sheet and other

Total assets, start of year
$160,795,195
Total assets, end of year
$139,880,517
Total liabilities, end of year
$23,948,956
Net assets, end of year
$115,931,561
Fair market value of assets
$139,880,517
Qualifying distributions
$36,037,663
Net investment income
$13,982,617

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Kyle Weber
220 Virginia Avenue, Indianapolis, IN 46204
Director0.1$0
Jennifer Kraus
220 Virginia Avenue, Indianapolis, IN 46204
Director0.1$0
Monica Schmude
220 Virginia Avenue, Indianapolis, IN 46204
Director0.1$0
Kurt Small
220 Virginia Avenue, Indianapolis, IN 46204
Director0.1$0
Lance Chrisman
220 Virginia Avenue, Indianapolis, IN 46204
Executive Director36$0
Kathleen Kiefer
220 Virginia Avenue, Indianapolis, IN 46204
Secretary0.1$0
Vince Scher
220 Virginia Avenue, Indianapolis, IN 46204
Treasurer0.25$0
Rick Noble
220 Virginia Avenue, Indianapolis, IN 46204
Assistant Treasurer0.1$0
Shantanu Agrawal MD
220 Virginia Avenue, Indianapolis, IN 46204
Chairperson0.1$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Lance Chrisman
220 Virginia Avenue, Indianapolis, IN 46204
Executive Director36$0
Kathleen Kiefer
220 Virginia Avenue, Indianapolis, IN 46204
Secretary0.1$0
Vince Scher
220 Virginia Avenue, Indianapolis, IN 46204
Treasurer0.25$0
Rick Noble
220 Virginia Avenue, Indianapolis, IN 46204
Assistant Treasurer0.1$0
Shantanu Agrawal MD
220 Virginia Avenue, Indianapolis, IN 46204
Chairperson0.1$0
Scott Anglin
220 Virginia Avenue, Indianapolis, IN 46204
Director0.1$0
Bill Beck
220 Virginia Avenue, Indianapolis, IN 46204
Director0.1$0
Nicole Bolton
220 Virginia Avenue, Indianapolis, IN 46204
Director0.1$0
Kimberly Roop MD
220 Virginia Avenue, Indianapolis, IN 46204
Director0.1$0

Address and contacts

Address (IRS master file)
220 VIRGINIA AVE, INDIANAPOLIS, IN 46204-3709
In care of
% SARA SCHLUGE
Signed the 990-PF
SARA SCHLUGE, Director
Phone
(317) 488-6000
Return prepared by
Forvis Mazars LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-2122763
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$139,880,517
Income (IRS master file)
$40,154,470

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$9,741,175$30,725,329$139,880,517IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$53,899,936$28,670,037$160,795,195XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2122763).

Questions about ELEVANCE HEALTH FOUNDATION INC

What is the EIN of ELEVANCE HEALTH FOUNDATION INC?
The employer identification number (EIN) of ELEVANCE HEALTH FOUNDATION INC is 35-2122763.
Is ELEVANCE HEALTH FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to ELEVANCE HEALTH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELEVANCE HEALTH FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ELEVANCE HEALTH FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ELEVANCE HEALTH FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ELEVANCE HEALTH FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does ELEVANCE HEALTH FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,741,175, expenses of $30,725,329 and total assets of $139,880,517 at year end.

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