Nonprofit · EIN 76-0761782
HEALTHCARE AND WELLNESS FOUNDATION
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $76,842 | $137,659 | -$60,817 | $1,568,292 | $24,069 | $1,544,223 |
| June 30, 2024 | 990 | $69,508 | $60,984 | $8,524 | $1,599,871 | $102,792 | $1,497,079 |
| June 30, 2023 | 990 | $51,864 | $15,188 | $36,676 | $1,443,874 | $81,801 | $1,362,073 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,293
- Program service revenue
- $0
- Investment income
- $66,549
- Net gain from sales of assets
- $50,054
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $88,930
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $129,700
- Management and general (functional)
- $7,959
Balance sheet and other
- Total assets, start of year
- $1,599,871
- Total assets, end of year
- $1,568,292
- Total liabilities, end of year
- $24,069
- Net assets, end of year
- $1,544,223
- Publicly traded securities
- $10,652
- Net assets without donor restrictions
- $1,176,270
- Net assets with donor restrictions
- $367,953
- Gross receipts
- $76,842
- Employees
- 0
- Volunteers
- 6
- Year formed
- 2004
- State of legal domicile
- MN
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 |
|---|---|---|---|---|---|
| DAVID NELSON | PRESIDENT/CEO (PARTIAL YEAR) Trustee or director, Officer | 5 | $0 | $476,279 | $40,946 |
| TIM SCHNACK | MARKET CFO Officer | 1 | $0 | $319,497 | $48,789 |
| NICK OTOOL | FORMER OFFICER Former | 0 | $0 | $293,806 | $52,737 |
| JAY ROSS | VP OPERATIONAL FINANCE/CFO/TREASURER Officer | 10 | $0 | $198,054 | $50,138 |
| TERRY ANDERSON | PRESIDENT, CEO (EFFECTIVE 09/15/2024) Trustee or director, Officer | 5 | $0 | $221,367 | $26,238 |
| AMBER STOWMAN | FORMER OFFICER Former | 0 | $0 | $200,901 | $46,256 |
| JULIE VREELAND | FOUNDATION DIRECTOR (THRU04/2025) Officer | 40 | $0 | $98,297 | $17,564 |
| JONI FROLEK | FOUNDATION COORDINATOR (EFFECTIVE 6/9/25) Officer | 40 | $0 | $26,316 | $37,300 |
| CARISSA JOST | SECRETARY/ADMINISTRATIVE ASSISTANT Officer | 1 | $0 | $31,951 | $13,609 |
| MARY JACKLITCH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY ANN CONRAD | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GLORIA DOHMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LISA KUNKEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CAROL POPPEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANEL FREDERICKSEN | HOSPITAL BOARD LIAISON Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID NELSON | PRESIDENT/CEO Trustee or director, Officer | 5 | $0 | $419,784 | $41,449 |
| TIM SCHNACK | MARKET CFO Officer | 1 | $0 | $369,715 | $48,053 |
| NICK O'TOOL | MARKET CFO (PARTIAL YEAR) Officer | 4 | $0 | $349,020 | $50,949 |
| BRENT SCHMIDT | FORMER OFFICER Former | 0 | $0 | $395,493 | $0 |
| AMBER STOWMAN | FORMER OFFICER Former | 0 | $0 | $221,301 | $44,587 |
| JAY ROSS | VP OPERATIONAL FINANCE/CFO/TREASURER Officer | 4 | $0 | $177,852 | $43,517 |
| JULIE VREELAND | FOUNDATION DIRECTOR Officer | 40 | $0 | $105,437 | $16,275 |
| CARISSA JOST | SECRETARY/ADMINISTRATIVE ASSISTANT Officer | 1 | $0 | $31,150 | $12,406 |
| MARY JACKLITCH | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| MARY ANN CONRAD | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GLORIA DOHMAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| MARY MAUCH | BOARD MEMBER (TERMED 3/1/24) Trustee or director | 1 | $0 | $0 | $0 |
| TERRI TSCHAKERT | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HEATHER WEBER | BOARD MEMBER (TERMED 3/1/24) Trustee or director | 1 | $0 | $0 | $0 |
| LISA KUNKEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRENT SCHMIDT | FORMER OFFICER Former | 0 | $0 | $431,851 | $25,764 |
| DAVID NELSON | PRESIDENT/CEO Trustee or director, Officer | 5 | $0 | $341,448 | $40,349 |
| NICK OTOOL NICK | DIV VP FINANCE Officer | 1 | $0 | $257,678 | $47,032 |
| AMBER STOWMAN | TREASURER, DIV VP OPERATIONAL FINANCE (PARTIAL YEA Officer | 4 | $0 | $219,871 | $42,229 |
| JULIE VREELAND | FOUNDATION DIRECTOR Officer | 40 | $0 | $98,481 | $15,908 |
| CARISSA JOST | SECRETARY/ADMINISTRATIVE ASSISTANT Officer | 1 | $0 | $30,041 | $12,361 |
| MARY JACKLITCH | BOARD MEMBER Trustee or director | 5 | $0 | $25 | $1,718 |
| MARY ANN CONRAD | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GLORIA DOHMAN | BOARD MEMBER Trustee or director | 5 | $0 | $0 | $0 |
| MARY MAUCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TERRI TSCHAKERT | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| HEATHER WEBER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LISA KUNKEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- In care of
- % MARY JACKLITCH
- Principal officer (990 for 2024)
- TERRY ANDERSON, 3033 N 3RD AVE, PHOENIX, AZ 85013
- Signed the 990
- JOSHUA SENGER, MARKET CFO
- Phone
- (218) 643-3000
- Return prepared by
- COMMONSPIRIT HEALTH
Mission
AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.
Program accomplishments
- THE HEALTHCARE AND WELLNESS FOUNDATION WAS INCORPORATED AS A 501(C)(3), TAX-EXEMPT CHARITABLE FOUNDATION IN 2004 TO SERVE AS THE OFFICIAL GIFT-RECEIVING AND GIFT-ADMINISTRATION AGENCY FOR ST. FRANCIS MEDICAL CENTER AND ITS SUBSIDIARIES, ALSO KNOWN AS CHI ST. FRANCIS HEALTH, IN BRECKENRIDGE, MINNESOTA. THE HEALTHCARE AND WELLNESS FOUNDATION WAS ESTABLISHED TO PROMOTE THE DEVELOPMENT OF NEW HEALTHCARE RELATED SERVICES AND PUBLIC INFORMATION TO INCREASE QUALITY OF LIFE THROUGH WELLNESS INITIATIVES THAT EMPHASIZE THE HEALTH OF BODY, MIND AND SPIRIT AND NURTURE HEALTHIER COMMUNITIES.THE HEALTHCARE AND WELLNESS FOUNDATION'S CURRENT 7-MEMBER BOARD OF DIRECTORS AND EXECUTIVE DIRECTOR RAISE FUNDS THROUGH SPECIAL EVENTS, ANNUAL GIVING, MAJOR GIFTS, PLANNED GIVING, CORPORATE/FOUNDATION GRANTS AND CAPITAL CAMPAIGNS TO HELP FUND THE HEALTH CARE SERVICES AND COMMUNITY OUTREACH OFFERED BY ST. FRANCIS HEALTHCARE CAMPUS. IN FY25, THE HEALTHCARE AND WELLNESS FOUNDATION RECEIVED A CUMULATIVE TOTAL OF APPROXIMATELY $9,282 IN REVENUE THROUGH GIFTS AND PLEDGES AND $1,011 THROUGH IN-KIND DONATIONS. THE HEALTHCARE AND WELLNESS FOUNDATION GIFT PROCESSING EFFORTS FOR CHI HEALTH AT HOME HOSPICE. FUNDS ARE USED TO HELP DEFRAY THE NON-COVERED COSTS OF CARE FOR HOSPICE PATIENTS, AS WELL AS TO COVER BEREAVEMENT AND VOLUNTEER EXPENSES. THE HEALTHCARE AND WELLNESS FOUNDATION CONTINUES TO WORK TOWARDS ESTABLISHING ADEQUATE RESERVE ASSETS TO ENABLE FUNDING OF ITS OPERATIONS INTO THE FUTURE.Expenses $129,700 · grants $88,930
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
- 76-0761782
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2005
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $1,568,292
- Income (IRS master file)
- $76,842
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $76,842 | $137,659 | $1,568,292 | IRS |
| 990 | June 2024 | $69,508 | $60,984 | $1,599,871 | IRS |
| 990 | June 2023 | $51,864 | $15,188 | $1,443,874 | XML |
| 990 | June 2022 | $83,531 | $25,955 | $1,357,454 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 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 76-0761782).
Questions about HEALTHCARE AND WELLNESS FOUNDATION
- What is the EIN of HEALTHCARE AND WELLNESS FOUNDATION?
- The employer identification number (EIN) of HEALTHCARE AND WELLNESS FOUNDATION is 76-0761782.
- Is HEALTHCARE AND WELLNESS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to HEALTHCARE AND WELLNESS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HEALTHCARE AND WELLNESS FOUNDATION 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 HEALTHCARE AND WELLNESS FOUNDATION 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 HEALTHCARE AND WELLNESS FOUNDATION 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 HEALTHCARE AND WELLNESS FOUNDATION?
- The 990 for the year ended June 30, 2025 names TERRY ANDERSON.
- Who are the officers and directors of HEALTHCARE AND WELLNESS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does HEALTHCARE AND WELLNESS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $76,842, expenses of $137,659 and total assets of $1,568,292 at year end.
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