Nonprofit · EIN 58-1627413
WELLSTAR FOUNDATION INC
Tax-exempt · MARIETTA, GA 30062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,391,428 | $12,608,423 | $4,783,005 | $59,403,521 | $46,244 | $59,357,277 |
| June 30, 2024 | 990 | $17,680,800 | $10,133,404 | $7,547,396 | $54,736,655 | $461,984 | $54,274,671 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,915,506
- Program service revenue
- $0
- Investment income
- $1,868,388
- Net income from fundraising events
- -$392,466
- Other revenue
- -$392,466
Expenses
- Grants and similar amounts paid
- $3,768,929
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $3,392,902
- Salaries, compensation and benefits (total)
- $3,392,902
- Professional fundraising fees
- $0
- Occupancy
- $8,417
- Travel
- $140,858
- Depreciation
- $7,040
- Program services (functional)
- $7,065,053
- Management and general (functional)
- $2,323,846
- Fundraising (functional)
- $3,219,524
Balance sheet and other
- Total assets, start of year
- $54,736,655
- Total assets, end of year
- $59,403,521
- Total liabilities, end of year
- $46,244
- Net assets, end of year
- $59,357,277
- Publicly traded securities
- $47,044,819
- Net assets without donor restrictions
- $5,745,714
- Net assets with donor restrictions
- $53,611,563
- Gross receipts
- $17,947,594
- Employees
- 0
- Volunteers
- 31
- Year formed
- 1984
- State of legal domicile
- GA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CANDICE SAUNDERS | PRESIDENT & CEO;FDN.BRD.MEMBER Trustee or director, Officer | 2 | $0 | $4,958,202 | $111,721 |
| JULIE TEER | FOUNDATION BOARD MEMBER Trustee or director, Officer | 2 | $0 | $967,637 | $50,702 |
| ANTHONY BUDZINSKI | FMR EVP&CFO;BRD.MBR.(END 4/24) Former | 2 | $0 | $815,226 | $43,967 |
| THEOLYN PRICE MD | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $735,649 | $92,266 |
| L JOY BAKER MD | Foundation Board Member Trustee or director | 2 | $0 | $517,745 | $127,278 |
| ADDIE MATHES | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ANDREW JOHNSON | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BIRD BLITCH | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CHRIS PUMPHREY | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CONDACE PRESSLEY | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DAVID BOTTOMS | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DEBBIE THATCH | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| GARY MILLER | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JAY WALLACE | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KARL FILLIP | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN MANNING | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| MATT WEBB | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| STEPHANIE WINDHAM | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| RANDY KOPORC | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| JASMINE CROWE-HOUSTON | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| PETE QUINONES | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| DANA WEEKS | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| ASHISH THACKER | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| COURTNEY SHOWELL | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| JESSYLN ROLLINS | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| LESLIE OLSEN | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| KAREN KEEN | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| KELLY KEAPPLER | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| CHRIS DURHAM | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
| MARK BUFFINGTON | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CANDICE SAUNDERS | PRESIDENT & CEO;FDN.BRD.MEMBER Trustee or director, Officer | 2 | $0 | $4,470,894 | $115,914 |
| ANTHONY J BUDZINSKI | EXEC. VP & CFO;FDN.BRD.MEMBER Trustee or director, Officer | 2 | $0 | $3,831,591 | $111,381 |
| JULIE TEER | FOUNDATION BOARD MEMBER Trustee or director, Officer | 2 | $0 | $819,305 | $37,565 |
| THEOLYN PRICE MD | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $707,034 | $81,981 |
| ADDIE MATHES | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| ANDREW JOHNSON | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| BIRD BLITCH | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CHRIS PUMPHREY | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| CONDACE PRESSLEY | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DAN BUYERS | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DAVID SCHMIDT MD | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| DEBBIE THATCH | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| EMIL HILL | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| GARY A MILLER | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JAY WALLACE | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KARL FILLIP | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| KEN MANNING | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| MATT WEBB | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| PETE QUINONES | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| REAGAN MCLAUGHLIN | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| STEPHANIE WINDHAM | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| WILLIAM LAKO | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| RANDY KOPORC | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
| JASMINE CROWE-HOUSTON | FOUNDATION BOARD MEMBER Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 793 SAWYER RD, MARIETTA, GA 30062-2222
- In care of
- % JOHN KERNDL
- Principal officer (990 for 2024)
- KETUL J PATEL, 793 SAWYER ROAD, MARIETTA, GA 300622222
- Signed the 990
- JOHN KERNDL, EVP & CFO
- Phone
- (770) 956-7827
- Return prepared by
- PwC US Tax LLP
Mission
SEE SCHEDULE O
Program accomplishments
- PROGRAM SERVICE ACCOMPLISHMENTS THE WELLSTAR FOUNDATION SERVES AS THE DEVELOPMENT AND FUNDRAISING CENTER FOR WELLSTAR HEALTH SYSTEM, A NONPROFIT ORGANIZATION RECOGNIZED UNDER IRC SECTION 501(C)(3). IT IS DEDICATED TO SERVING OUR COMMUNITY BY PROVIDING THE TOOLS AND FACILITIES NEEDED TO PROMOTE STRONGER AND HEALTHIER LIVES. THE FOUNDATION WAS ESTABLISHED IN RESPONSE TO THE MEDICAL ADVANCES REQUIRED BY OUR HEALTHCARE SYSTEM TO CONTINUE DELIVERING WORLD-CLASS CARE. STARTING WITH A MODEST TEAM OF FOUR DEDICATED AND EXPERIENCED MEMBERS, THE FOUNDATION HAS GROWN TO A 21-MEMBER STAFF. IT HAS BEEN INSTRUMENTAL IN RALLYING SUPPORT FROM EMPLOYEES, VOLUNTEERS, CORPORATIONS, AND THE COMMUNITY FOR WELLSTAR HEALTH SYSTEM INITIATIVES. FOUNDATION MEMBERS COLLABORATE WITH COMMUNITY LEADERS TO RAISE FUNDS AND PROVIDE PROGRAMS AND SERVICES THAT RESULT IN IMPROVED HEALTH OUTCOMES FOR ALL. PAYMENTS TO HOSPITAL PROJECTS DURING THE REPORTING PERIOD EXCEEDED $7.8 MILLION. AS A 501(C)(3) NONPROFIT ORGANIZATION, THE WELLSTAR FOUNDATION PLAYS A CRITICAL ROLE IN SECURING LIFE-SAVING RESOURCES FOR THE WELLSTAR HEALTH SYSTEM. IN FY2025, THE FOUNDATION RAISED MORE THAN $10.3 MILLION FOR THE SYSTEM. DONATIONS COME FROM GOVERNMENT GRANTS, GENEROUS INDIVIDUALS, BUSINESSES, AND COMMUNITY ORGANIZATIONS THROUGH ANNUAL GIFTS, GRANTS, TRIBUTE GIFTS, SPECIAL EVENTS, STRATEGIC OPPORTUNITIES, AND LEGACY PLANNING. WELLSTAR TEAM MEMBERS CONTRIBUTED MORE THAN $1 MILLION THROUGH THE TEAM MEMBER GIVING PROGRAM, WITH MANY DONATIONS DESIGNATED FOR EDUCATIONAL SCHOLARSHIPS AND EMERGENCY ASSISTANCE FOR TEAM MEMBERS IN NEED. HOSPITAL AUXILIARIES CONTRIBUTED MORE THAN $475,000 ANNUALLY TO SUPPORT ENHANCEMENTS AT LOCAL WELLSTAR FACILITIES. ENHANCEMENT PROJECTS BENEFIT COMMUNITY MEMBERS AT THEIR LOCAL HOSPITALS, HEALTH PARKS, HOSPICES, PEDIATRIC CENTERS, AND OTHER WELLSTAR FACILITIES THROUGHOUT THEIR COMMUNITIES. PAST CONTRIBUTIONS HAVE SUPPORTED INITIATIVES SUCH AS AN INNOVATIVE CARDIAC AORTIC SURVEILLANCE PROGRAM, ORTHOPEDIC SURGICAL TRAINING PLATFORM, WORKFORCE DEVELOPMENT IN NURSING AND CARDIAC AND POSTGRADUATE APP TRAINING, THE LUCAS TRAUMA DEVICE, ONCOLOGY CT TECHNOLOGY, AND MOBILE FOOD MARKETS SERVING DIVERSE POPULATIONS. WELLSTAR CONSISTENTLY STRIVES FOR TOTAL PATIENT CARE, ENSURING THAT ALL SYSTEMS AND PROGRAMS WITHIN THE HOSPITAL AND COMMUNITY ALIGN WITH THIS FOCUS. THROUGH COMMUNITY PARTNERSHIPS, THE WELLSTAR FOUNDATION HELPS FUND PROGRAMS SUCH AS BABIES BORN HEALTHY, IN PARTNERSHIP WITH PUBLIC HEALTH;; SEXUAL ASSAULT EXAMINATIONS IN COLLABORATION WITH LIVESAFE; HEALTH EQUITY AND COMMUNITY HEALTH PROGRAMS THAT INCLUDE NUTRITION SERVICES, FOOD ACCESS, HEALTH EDUCATION, AND COMMUNITY HEALTH PROVIDERS; AND MORE. WELLSTAR ALSO PARTNERED WITH THE WHITEHEAD FOUNDATION AND CALLAWAY FOUNDATION TO SUPPORT PEDIATRIC LITERACY AND ADDRESS SOCIAL DETERMINANTS OF HEALTH. HEALTH, SAFETY & EDUCATION THE WELLSTAR FOUNDATION CONTINUES TO LEAD FUNDRAISING INITIATIVES AIMED AT IMPROVING THE HEALTH OF CHILDREN AND FAMILIES WITHIN THE WELLSTAR SERVICE AREA. THESE EFFORTS EMPHASIZE KEY SERVICE LINES AND DISCIPLINES, INCLUDING BEHAVIORAL HEALTH, CANCER, CARDIAC CARE, STROKE, PEDIATRIC LITERACY, END-OF-LIFE CARE, PREVENTION AND WELLNESS, AND OVERALL FACILITY IMPROVEMENTS. OVER THE PAST FIVE YEARS, WELLSTAR TEAM MEMBERS HAVE DONATED NEARLY $5 MILLION TOWARD SYSTEM INITIATIVES THROUGH ANNUAL EMPLOYEE GIVING CAMPAIGNS. CHARITABLE DONATIONS PROVIDE CRITICAL MEDICAL TECHNOLOGY USED BY PHYSICIANS TO TREAT AND HEAL PATIENTS ACROSS VARIOUS SERVICE AREAS, INCLUDING CANCER, STROKE, HOSPICE, CARDIOLOGY, PEDIATRICS, WOMEN'S HEALTH, ORTHOPEDICS, AND MORE. AS A LEADER IN HEALTH EQUITY, THE FOUNDATION RAISES FUNDS TO SUPPORT WELLSTAR'S COMMITMENT TO DELIVERING WORLD-CLASS HEALTHCARE TO EVERY PERSON, EVERY TIME. THIS INCLUDES PROGRAMS ADDRESSING SIX CRITICAL DISPARITIES: ACCESS TO CARE, BEHAVIORAL HEALTH, CANCER, FOOD INSECURITY, SUICIDE PREVENTION, AND WOMEN'S HEALTH. SOME PROGRAMS INCLUDE COMMUNITY CLINICS, IMPROVED ACCESS THROUGH VIRTUAL HEALTH, MENTAL HEALTH SERVICES, AND WOMEN'S HEALTH AND MATERNAL HEALTH SERVICES. THE FOUNDATION REMAINS COMMITTED TO ADVANCING HEALTHCARE IN WELLSTAR COMMUNITIES BY IMPROVING PATIENT SERVICES AND PROVIDING ASSISTANCE TO THOSE IN NEED. OTHER PROGRAMS AND FACILITY ENHANCEMENTS SUPPORTED BY DONORS: HOSPICE: WITH COMMUNITY SUPPORT, WELLSTAR COMMUNITY HOSPICE AT KENNESAW MOUNTAIN AND TRANQUILITY HOSPICE AT COBB HOSPITAL ESTABLISHED A GARDEN OF HOPE FOR PATIENTS AND FAMILIES TO ENJOY DURING DIFFICULT FINAL DAYS. CANCER SERVICES: WELLSTAR PROVIDED FREE MAMMOGRAMS FOR LOW-INCOME PATIENTS ACROSS THE SYSTEM'S SERVICE AREA. WOMEN'S SERVICES: DONATIONS SUPPORTED BABIES BORN HEALTHY, A PRENATAL HEALTH SERVICES PROGRAM ASSISTING LOW-INCOME AND AT-RISK POPULATIONS BY PROVIDING ACCESS TO CRITICAL CARE, DOULA SERVICES, AND LIFE-SAVING PREVENTATIVE CARE FOR INFANTS.Expenses $7,065,053 · grants $3,768,929
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-1627413
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $59,403,521
- Income (IRS master file)
- $17,947,594
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $17,978,656 | $11,321,118 | $46,447,133 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $14,916,009 | $8,492,782 | $42,111,336 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about WELLSTAR FOUNDATION INC
- What is the EIN of WELLSTAR FOUNDATION INC?
- The employer identification number (EIN) of WELLSTAR FOUNDATION INC is 58-1627413.
- Is WELLSTAR FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to WELLSTAR FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELLSTAR FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WELLSTAR FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WELLSTAR FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WELLSTAR FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names KETUL J PATEL.
- Who are the officers and directors of WELLSTAR FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 30 people; 0 received compensation from the organization.
- How much revenue does WELLSTAR FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,391,428, expenses of $12,608,423 and total assets of $59,403,521 at year end.
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