TY 2015 Form 990

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) MARGARET O'KANE...................................................................... CHAIR OF BOARD	2.00 .................	X	X		0	0
(2) ARCHIE CLEMINS...................................................................... VICE CHAIR OF BOARD	2.00 .................	X	X		3,500	0
(3) RICHARD SKINNER...................................................................... BOARD SECRETARY	2.00 .................	X	X		3,500	0
(4) JAMES R BELL...................................................................... DIRECTOR	2.00 .................	X			4,500	0
(5) JOHN BILLINGS...................................................................... DIRECTOR	2.00 .................	X			3,000	0
(6) CLARENCE H BRADDOCK III...................................................................... DIRECTOR	2.00 .................	X			3,000	0
(7) SUSAN EDGMAN-LEVITAN...................................................................... DIRECTOR	2.00 .................	X			1,000	0
(8) TED EPPERLY...................................................................... DIRECTOR	2.00 .................	X			3,500	0
(9) JAMES EVERETT...................................................................... DIRECTOR	2.00 .................	X			3,500	0
(10) DAINA MIDDLETON...................................................................... DIRECTOR	2.00 .................	X			4,500	0
(11) RUTH PRINCE...................................................................... DIRECTOR	2.00 .................	X			3,500	0
(12) JOHN WENNBWERG...................................................................... DIRECTOR	2.00 .................	X			4,500	0
(13) DONALD W KEMPER...................................................................... CEO	50.00 .................	X	X		386,914	134,743
(14) JAMES V GIUFFRE...................................................................... PRESIDENT AND COO	50.00 .................		X		296,134	101,206
(15) A JAMES BALKINS III...................................................................... CSO, CFO AND TREASURER	42.00 .................		X		212,167	42,342
(16) MICHAEL BARRY...................................................................... CHIEF SCIENCE OFFICER	50.00 .................			X	369,937	68,550
(17) MARTIN GABICA...................................................................... CHIEF MEDICAL OFFICER	50.00 .................			X	294,410	41,765

(A) Name and business address	(B) Description of services	(C) Compensation
GROUP AVANTICA INC 2680 BAYSHORE PKWY STE 416 MOUNTAIN VIEW,CA94043	CONSULTING SERVICES	974,258
APPLIED PATHWAYS PO BOX 912872 DENVER,CO80291	CONSULTING SERVICES	174,875
RUSSEL REYNOLDS ASSOCIATES PO BOX 6427 NEW YORK,NY102496427	SEARCH SERVICES	153,172
PACIELLO GROUP 5 PINE STREET EXTENSION NASHUA,NH03060	CONSULTING SERVICES	134,609
MGH EDITORIAL OFFICE PO BOX 3662 BOSTON,MA02241	MEDICAL REVIEW	132,831
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 5

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

HEALTHWISE INCORPORATED

Employer identification number

23-7455145

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ))

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ..............

Provide the following information about the supported organization(s).

(i)Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i)Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2015

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) ....
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10.

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2014 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2015. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2014. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2015. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2014. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2015

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .			23,143,374	77,971		23,221,345
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......	30,522,297	30,341,850	34,195,325	36,045,580	42,889,391	173,994,443
3	Gross receipts from activities that are not an unrelated trade or business under section 513...
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge..
6	Total. Add lines 1 through 5.	30,522,297	30,341,850	57,338,699	36,123,551	42,889,391	197,215,788
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons...						0
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.	11,867,040	9,744,392	6,481,514	11,975,904	12,428,245	52,497,095
c	Add lines 7a and 7b..	11,867,040	9,744,392	6,481,514	11,975,904	12,428,245	52,497,095
8	Public support. (Subtract line 7c from line 6.)						144,718,693

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2011	(b) 2012	(c) 2013	(d) 2014	(e) 2015	(f) Total
9	Amounts from line 6...	30,522,297	30,341,850	57,338,699	36,123,551	42,889,391	197,215,788
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	51,801	54,221	120,539	259,591	405,680	891,832
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.	51,801	54,221	120,539	259,591	405,680	891,832
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..	623	1,009	2,994	6,308	2,092	13,026
13	Total support. (Add lines 9, 10c, 11, and 12.)..	30,574,721	30,397,080	57,462,232	36,389,450	43,297,163	198,120,646

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2015 (line 8, column (f) divided by line 13, column (f)) .........

73.050 %

Public support percentage from 2014 Schedule A, Part III, line 15 ...............

71.900 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2015 (line 10c, column (f) divided by line 13, column (f)) ......

0.450 %

Investment income percentage from 2014 Schedule A, Part III, line 17 .............

0.280 %

19a

331/3% support tests—2015. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2015

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2015

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2015

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2015

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2015 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2015	(iii) Distributable Amount for 2015
1 Distributable amount for 2015 from Section C, line 6
2 Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions)
3 Excess distributions carryover, if any, to 2015:
a
b
c
d From 2013.......
e From 2014.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2015 distributable amount
i Carryover from 2010 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2015 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2015 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions)
6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions)
7 Excess distributions carryover to 2016. Add lines 3j and 4c.
8 Breakdown of line 7:
a
b
c Excess from 2013.......
d From 2014.......
e From 2015.......

Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:	CUSTOMER FINANCE CHARGES - 2011 AMOUNT: $ 623. 2012 AMOUNT: $ 1,009. 2013 AMOUNT: $ 2,994. 2014 AMOUNT: $ 6,308. 2015 AMOUNT: $ 2,092.

Schedule A (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

HEALTHWISE INCORPORATED

Employer identification number

23-7455145

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV.

Political expenditures ...................................................................................................................... SchCMd Bullet

Volunteer hours .............................................................................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2015

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ...............................................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ...........................................	6,837
c	Total lobbying expenditures (add lines 1a and 1b) .......................................................................	6,837
d	Other exempt purpose expenditures .........................................................................................	32,962,773
e	Total exempt purpose expenditures (add lines 1c and 1d) ....................................................................	32,969,610
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	1,000,000
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) ..........................................................................	250,000
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ..........................................................................	0
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ...........................................................................	0
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ..............................................................................................................		Yes No

4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2012	(b) 2013	(c) 2014	(d) 2015	(e) Total

2a	Lobbying nontaxable amount	1,000,000	1,000,000	1,000,000	1,000,000	4,000,000

b	Lobbying ceiling amount (150% of line 2a, column(e))					6,000,000

c	Total lobbying expenditures	1,995	5,900	12,453	6,837	27,185

d	Grassroots nontaxable amount	250,000	250,000	250,000	250,000	1,000,000

e	Grassroots ceiling amount (150% of line 2d, column (e))					1,500,000

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2015

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990 or 990EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

HEALTHWISE INCORPORATED

Employer identification number

23-7455145

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

			(a) Donor advised funds	(b) Funds and other accounts

1	Total number at end of year ....
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ....

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................

Yes No

Part II

Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2015

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........

Part V

Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a)Current year	(b)Prior year	(c)Two years back	(d)Three years back	(e)Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Temporarily restricted endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) unrelated organizations .................

3a(i)

(ii) related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b)Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land ...	1,275,909		1,275,909
b	Buildings	11,948,627	4,164,033	7,784,594
c	Leasehold improvements
d	Equipment ...	1,206,895	1,182,838	24,057
e	Other ...	2,810,487	1,850,447	960,040
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				10,044,600

Schedule D (Form 990) 2015

Page 3

Part VII

InvestmentsOther Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b)Book value	(c)Method of valuation: Cost or end-of-year market value
(1)Financial derivatives
(2)Closely-held equity interests
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2015

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	43,087,809
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	-129,126
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	-129,126
3	Subtract line 2e from line 1..................			3	43,216,935
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	-56,713
c	Add lines 4a and 4b....................			4c	-56,713
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	43,160,222

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	47,052,755
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	56,713
e	Add lines 2a through 2d....................			2e	56,713
3	Subtract line 2e from line 1...................			3	46,996,042
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	46,996,042

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
PART X, LINE 2:	THE ORGANIZATION IS ORGANIZED AS AN IDAHO NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VIII), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(2) AND (3), RESPECTIVELY. THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSES. CURRENTLY, THE ORGANIZATION HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE ORGANIZATION'S FORM 990 TAX FILING REQUIRED BY STATE, LOCAL, OR NON-U.S. TAX AUTHORITIES IS NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2013.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	LOSS ON SALE OF ASSETS REPORTED IN EXPENSES ON FINANCIAL STATEMENTS -56,713.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	LOSS ON SALE OF ASSETS REPORTED IN EXPENSES ON FINANCIAL STATEMENTS 56,713.

Schedule D (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

See separate instructions. Right pointing arrow large image

Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization
HEALTHWISE INCORPORATED

Employer identification number

23-7455145

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.

For grantmakers.Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in region	(d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in region	(f) Total expenditures for and investments in region
	EUROPE	0	0	PROGRAM SERVICES	HEALTH INFORMATION/TOOLS	39,000
	NORTH AMERICA	0	0	PROGRAM SERVICES	HEALTH INFORMATION/TOOLS AND CLIENT VISITS/TRAVEL EXPENSES	28,000















3a	Sub-total .....	0	0			67,000
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	0	0			67,000

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015

Schedule F (Form 990) 2015

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

1 (a) Name of organization		(b) IRS code section and EIN (if applicable)	(a)(c) Region	(b)(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement	(g) Amount of non-cash assistance	(h) Description of non-cash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2015

Schedule F (Form 990) 2015Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of non-cash assistance	(g) Description of non-cash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2015

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2015

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).

ReturnReference	Explanation

Schedule F (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

HEALTHWISE INCORPORATED

Employer identification number

23-7455145

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? ................

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ...........................

Yes

Any related organization?

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization?

Any related organization? .........................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2015

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column(B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1DONALD W KEMPERCEO	(i) (ii)	355,148 ------------- 0	31,240 ------------- 0	526 ------------- 0	118,550 ------------- 0	16,680 ------------- 0	522,144 ------------- 0	0 ------------- 0
2JAMES V GIUFFREPRESIDENT AND COO	(i) (ii)	273,340 ------------- 0	22,160 ------------- 0	634 ------------- 0	79,630 ------------- 0	22,263 ------------- 0	398,027 ------------- 0	0 ------------- 0
3A JAMES BALKINS IIICSO, CFO AND TREASURER	(i) (ii)	198,420 ------------- 0	13,113 ------------- 0	634 ------------- 0	23,075 ------------- 0	20,122 ------------- 0	255,364 ------------- 0	0 ------------- 0
4MICHAEL BARRYCHIEF SCIENCE OFFICER	(i) (ii)	352,590 ------------- 0	16,713 ------------- 0	634 ------------- 0	68,550 ------------- 0	567 ------------- 0	439,054 ------------- 0	0 ------------- 0
5MARTIN GABICACHIEF MEDICAL OFFICER	(i) (ii)	281,988 ------------- 0	11,838 ------------- 0	584 ------------- 0	30,388 ------------- 0	11,870 ------------- 0	336,668 ------------- 0	0 ------------- 0
6EILEEN CASALGENERAL COUNSEL	(i) (ii)	247,410 ------------- 0	9,780 ------------- 0	413 ------------- 0	27,297 ------------- 0	10,129 ------------- 0	295,029 ------------- 0	0 ------------- 0
7ADAM HUSNEYMEDICAL DIRECTOR	(i) (ii)	189,177 ------------- 0	7,091 ------------- 0	221 ------------- 0	13,393 ------------- 0	18,288 ------------- 0	228,170 ------------- 0	0 ------------- 0
8MICHAEL LAUBERACCOUNT EXECUTIVE	(i) (ii)	93,212 ------------- 0	251,797 ------------- 0	629 ------------- 0	6,405 ------------- 0	23,501 ------------- 0	375,544 ------------- 0	0 ------------- 0
9RICHARD WEXLERCHIEF CLINICAL INTEGRATION OFFICER	(i) (ii)	272,283 ------------- 0	13,232 ------------- 0	526 ------------- 0	47,054 ------------- 0	1,415 ------------- 0	334,510 ------------- 0	0 ------------- 0
10BENJAMIN MOULTONSENIOR VICE PRESIDENT	(i) (ii)	258,201 ------------- 0	12,956 ------------- 0	526 ------------- 0	47,923 ------------- 0	487 ------------- 0	320,093 ------------- 0	0 ------------- 0
11JASON BURUMCHIEF CLIENT OFFICER	(i) (ii)	192,301 ------------- 0	66,062 ------------- 0	216 ------------- 0	11,669 ------------- 0	19,040 ------------- 0	289,288 ------------- 0	0 ------------- 0
12BRIGID RUNYONACCOUNT EXECUTIVE	(i) (ii)	106,880 ------------- 0	147,236 ------------- 0	242 ------------- 0	10,415 ------------- 0	1,908 ------------- 0	266,681 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2015

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
PART I, LINES 4A-B	ON MAY 5, 2011 THE ORGANIZATION ENTERED INTO A RETENTION AGREEMENT WITH THE CEO TO PROVIDE INCENTIVE COMPENSATION TO FURTHER CONTINUE HIS EMPLOYMENT WITH THE ORGANIZATION. UNDER THE TERMS OF THE AGREEMENT, THE ORGANIZATION WILL PAY THE CEO A LUMP SUM OF $500,000 PROVIDED HE REMAINS CONTINUOUSLY EMPLOYED UNTIL APRIL 15, 2016. SCHEDULE J, COLUMN C AND PART VII, SECTION A, FORM 990 INCLUDE $100,000 OF ACCRUED COMPENSATION FOR THE CALENDAR YEAR 2015. ON JULY 22, 2011 THE ORGANIZATION ENTERED INTO A RETENTION AGREEMENT WITH ITS PRESIDENT AND CHIEF OPERATION OFFICER (COO) TO PROVIDE INCENTIVE COMPENSATION TO HIM TO CONTINUE HIS EMPLOYMENT WITH THE ORGANIZATION. UNDER THE TERMS OF THIS AGREEMENT, THE ORGANIZATION WILL PAY THE COO A LUMP SUM PAYMENT OF $300,000 PROVIDED HE REMAINS EMPLOYED BY THE ORGANIZATION THROUGH JULY 15, 2017. SCHEDULE J, COLUMN C AND PART VII, SECTION A, FORM 990 INCLUDE $50,000 OF ACCRUED COMPENSATION FOR THE CALENDAR YEAR 2015. IN CONNECTION WITH THE MERGER OF THE FOUNDATION FOR INFORMED MEDICAL DECISION MAKING, INC. (THE FOUNDATION), THE ORGANIZATION ENTERED INTO RETENTION AGREEMENTS WITH FOUR (4) KEY EMPLOYEES TO PROVIDE INCENTIVE COMPENSATION TO THEM TO CONTINUE THEIR EMPLOYMENT WITH THE ORGANIZATION FOR A PERIOD OF TIME FOLLOWING THE MERGER. THE KEY EMPLOYEES ARE: DR. MICHAEL BARRY, CHIEF SCIENCE OFFICER AND PRESIDENT FOR THE FOUNDATION DIVISION; BEN MOULTON, SENIOR VP; DIANA STILWELL, VP; AND RICHARD WEXLER, CHIEF CLINICAL INTEGRATION OFFICER. UNDER THE TERMS OF THESE AGREEMENTS, THE ORGANIZATION WILL PAY THE EMPLOYEE A LUMP SUM PROVIDED THEY REMAIN WITH THE COMPANY FOR THE TERM AS DEFINED IN THE AGREEMENT. DR. BARRY'S AGREEMENT ALSO PROVIDES FOR THE LUMP SUM PAYMENT IF HIS EMPLOYMENT IS TERMINATED PRIOR TO THE RETENTION DATE DUE TO DEATH, DISABILITY, SPECIFIED CHANGE OF CONTROL EVENTS OR BY THE EMPLOYEE FOR GOOD REASON OR BY THE ORGANIZATION FOR OTHER THAN CAUSE (AS SPECIFIED AND DEFINED IN THE AGREEMENT). THE TOTAL LUMP SUM DUE UNDER THE AGREEMENTS IS APPROXIMATELY $513,000.
PART I, LINE 5	IN ORDER FOR HEALTHWISE TO MEET ITS MISSION OF MAXIMIZING DELIVERY OF CONSUMER HEALTH INFORMATION AND TOOLS, HEALTHWISE WORKS WITH A VARIETY OF ORGANIZATIONS THAT ARE ACTIVE IN THE FIELD OF HEALTH EDUCATION RANGING FROM OTHER NONPROFIT ORGANIZATIONS TO FOR-PROFIT WEB PORTALS. IN ORDER TO ACCOMPLISH THIS EXEMPT MISSION, A SMALL NUMBER OF OUR EMPLOYEES ARE CHARGED WITH THE ASSIGNMENT OF ENHANCING OUR DISTRIBUTION THROUGH BUILDING RELATIONSHIPS WITH THESE ORGANIZATIONS. THESE HEALTHWISE EMPLOYEES' COMPENSATION IS BASED PARTIALLY ON THE RESULTS OF THEIR EFFORTS TIED TO GROSS REVENUES RECEIVED. IT SHOULD BE NOTED THAT NONE OF THE COMPENSATION IS PAID ON NET EARNINGS. THE SETTING OF THESE EMPLOYEES' TOTAL COMPENSATION IS REVIEWED CAREFULLY IN COMPARISON TO MARKET STUDIES AS BENCHMARKS FOR REASONABLENESS.
PART I, LINE 7	IN THE COURSE OF FULFILLING ITS EXEMPT MISSION, HEALTHWISE ENDEAVORS TO MEASURE ITS MISSION ACCOMPLISHMENT THROUGH TRACKING OF MISSION POINTS. MISSION POINTS ARE NOT TIED TO GROSS OR NET REVENUE. ANNUALLY, THE BOARD DETERMINES IF ANY ADDITIONAL COMPENSATION ABOVE THE EMPLOYEES' BASE REMUNERATION IS TO BE PAID BASED ON MISSION ACCOMPLISHMENT AS MEASURED BY MISSION POINTS - THE FULFILLMENT OF MISSION EFFORTS THROUGH THE DEVELOPMENT OF NEW HEALTH INFORMATION MATERIALS AND OTHER MISSION CRITERIA. THIS COMPENSATION IS DISCRETIONARY BY THE BOARD AND IS THEREFORE CONSIDERED NON-FIXED. IF THE MISSION ACCOMPLISHMENT IS ACHIEVED, THEN THE BOARD TAKES INTO ACCOUNT THE FINANCIAL CAPABILITIES OF HEALTHWISE TO PAY SUCH ADDITIONAL COMPENSATION SO AS NOT TO JEOPARDIZE ITS OPERATING ABILITY, AS WELL AS REVIEWS TOTAL COMPENSATION TO ASSURE THAT ALL COMPENSATION FALLS WITHIN THE REASONABLE REMUNERATION FACTORS AS A TAX-EXEMPT ORGANIZATION. ONCE THE BOARD ESTABLISHES IF THERE WILL BE A PAYMENT AND DETERMINES THE PERCENTAGE OF BASE PAY USED TO CALCULATE SUCH PAYMENT, THEN THE FORMULA USED TO DETERMINE THE PAYMENT IS APPLIED TO ALL EMPLOYEES, INCLUDING OFFICERS. WHEN PAID, THE AMOUNT OF SUCH MISSION BASED REMUNERATION IS A PERCENTAGE OF THE EMPLOYEE'S COMPENSATION. CERTAIN OFFICERS OF HEALTHWISE ARE ELIGIBLE FOR THIS ADDITIONAL COMPENSATION BASED ON A MULTIPLIER OF UP TO 2.2 TIMES THE BOARD APPROVED PERCENTAGE.

Schedule J (Form 990) 2015

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
MediumBullet

Information about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public Inspection

Name of the organization

HEALTHWISE INCORPORATED

Employer identification number

23-7455145

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e)Original principal amount	(f)Balance due	(g) In default?		(h) Approved by board or committee?		(i)Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e)Original principal amount	(f)Balance due	Yes	No	Yes	No	Yes	No










Total ............... $

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2015

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) MOLLY METTLER	SPOUSE OF OFFICER	100,733	EMPLOYEE COMPENSATION		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.

OMB No. 1545-0047

2015

Open to Public
Inspection

Name of the organization

HEALTHWISE INCORPORATED

Employer identification number

23-7455145

Return Reference	Explanation
FORM 990, PART III, LINE 1	THE HEALTHWISE MISSION IS TO HELP PEOPLE MAKE BETTER HEALTH DECISIONS.
FORM 990, PART III, LINE 4A	EVERYTHING HEALTHWISE DOES IS IN SUPPORT OF OUR MISSION TO HELP PEOPLE MAKE BETTER HEALTH DECISIONS. OUR FOCUS IS ON GETTING THE RIGHT INFORMATION AND TOOLS TO THE RIGHT PERSON AT THE RIGHT TIME TO HELP THEM DO THREE THINGS CRITICAL TO THE IMPROVEMENT OF HEALTH CARE IN AMERICA: 1. TO HELP THEM PROVIDE AS MUCH CARE FOR THEMSELVES AS THEY CAN DO. THIS INCLUDES MEDICAL SELF-CARE AND WELLNESS ACTIVITIES ALONG WITH NAVIGATING THE HEALTH CARE SYSTEM. 2. TO HELP THEM ASK FOR THE CARE THEY NEED. WE GIVE THE PATIENT PLAIN-LANGUAGE GUIDELINES FOR WHEN MEDICATIONS, TREATMENTS AND TESTS ARE RECOMMENDED FOR SPECIFIC MEDICAL CONDITIONS. 3. TO HELP THEM SAY "NO" TO CARE THAT IS NOT RIGHT FOR THEM. IT IS OFTEN UP TO THE PATIENT TO DETERMINE WHEN THE RISKS OF A TREATMENT OUTWEIGH THE BENEFITS. HEALTHWISE PROVIDES THIS HELP BY LICENSING HIGH QUALITY EVIDENCE-BASED CONSUMER HEALTH INFORMATION, EDUCATIONAL CONTENT, SOLUTIONS, TOOLS AND EDUCATIONAL AND SUPPORT SERVICES NEEDED BY HOSPITALS, CLINICS, DISEASE MANAGEMENT ORGANIZATIONS, GOVERNMENT AGENCIES AND HEALTH PORTALS TO SUPPORT BETTER HEALTH DECISIONS. HEALTHWISE ALSO ADVOCATES FOR POLICIES AND PRACTICES THAT ENCOURAGE AND SUPPORT THE ACTIVE ROLE OF INDIVIDUALS IN MANAGING THEIR HEALTH AND PROMOTING THEIR OWN HEALTH. AS A RESULT OF THE MERGER WITH THE FOUNDATION FOR INFORMED MEDICAL DECISION MAKING, INC. ON APRIL 1, 2014, HEALTHWISE'S PROGRAM SERVICES HAVE BEEN ENHANCED TO INCLUDE THE DEVELOPMENT OF SHARED MEDICAL DECISION MAKING PROGRAMS AS WELL AS RESEARCH INTO AND ADVOCACY OF SHARED MEDICAL DECISION MAKING IN A VARIETY OF HEALTH CARE SETTINGS. IN THE PAST YEAR HEALTHWISE INFORMATION AND TOOLS WERE USED OVER 200 MILLION TIMES BY PEOPLE HOPING TO TAKE AN INFORMED ROLE IN THEIR OWN HEALTH CARE AND WELLNESS. OUR MISSION IS ACHIEVED EVERY TIME AN INDIVIDUAL USES OUR INFORMATION AND TOOLS TO MAKE BETTER HEALTH AND HEALTH CARE DECISIONS.
FORM 990, PART VI, SECTION A, LINE 2	DR. MICHAEL BARRY AND SUSAN EDGMAN-LEVITAN HAVE A BUSINESS RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 4	THE BYLAWS OF THE ORGANIZATION WERE AMENDED FOR THE FOLLOWING CHANGES: -ELIMINATE THE REDUCTION IN BOARD SIZE OVER NEXT FOUR YEARS -REPLACE SUPERMAJORITY QUORUM REQUIREMENT WITH MAJORITY REQUIREMENT FOR BOARD MEETINGS -USE SIMPLE MAJORITY TO APPROVE ACTIONS AT BOARD AND MEMBER MEETINGS -ELIMINATE "ACTIONS RESERVED FOR BOARD" REQUIRING SUPERMAJORITY QUORUM AND SUPERMAJORITY VOTE FOR APPROVAL
FORM 990, PART VI, SECTION A, LINE 8B	THERE ARE NO COMMITTEES WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11	PRIOR TO FILING THE FORM 990, EACH MEMBER OF THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE FORM 990 TO REVIEW. THE DIRECTORS ARE ENCOURAGED TO ASK ANY QUESTIONS REGARDING THE FILING AND ARE GIVEN THE OPPORTUNITY TO CONTACT THE CFO. IF A REGULAR BOARD MEETING IS NOT SCHEDULED PRIOR TO THE FILING, THEN AT THE DISCRETION OF THE BOARD, IF THEY DEEM IT ADVISABLE, A SPECIAL MEETING MAY BE CALLED TO DISCUSS THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12C	ALL DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLY WITH THE HEALTHWISE CONFLICT OF INTEREST POLICY DURING THEIR EMPLOYMENT OR SERVICE. ANNUALLY, THEY ARE REQUIRED TO SIGN A STATEMENT AFFIRMING: THEY HAVE READ AND UNDERSTAND THE HEALTHWISE CONFLICT OF INTEREST POLICY REGARDING INTERESTED PERSONS/FINANCIAL INTEREST, AGREE TO COMPLY WITH THE POLICY, UNDERSTAND THAT HEALTHWISE IS A CHARITABLE ORGANIZATION AND, TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THIS STATEMENT ALSO REQUIRES THEY SPECIFY IF THEY DO OR NOT HAVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST (AS DEFINED IN THE POLICY) AND IF SO, THAT THEY DISCLOSE THIS INFORMATION. THE GENERAL COUNSEL REVIEWS THE COMPLETED STATEMENTS AND PRESENTS ANY DISCLOSED ACTUAL OR POSSIBLE CONFLICTS OF INTEREST TO THE BOARD AND/OR AUDIT, FINANCE AND COMPENSATION COMMITTEE FOR REVIEW AND A DETERMINATION OF WHETHER A CONFLICT EXISTS, AND IF SO, ADDRESS SUCH CONFLICT. IN ADDITION, THE GENERAL COUNSEL ANNUALLY REVIEWS WITH THE BOARD AND/OR AUDIT, FINANCE AND COMPENSATION COMMITTEE TRANSACTIONS BETWEEN HEALTHWISE AND ORGANIZATIONS, WHICH HAVE AN AFFILIATION WITH A DIRECTOR OR OFFICER INVOLVING A FINANCIAL INTEREST (BASED ON THEIR COMPLETED STATEMENTS) FOR A DETERMINATION OF WHETHER A CONFLICT EXISTS AND TO SEEK APPROVAL OR RATIFICATION OF THE TRANSACTION AND ITS RELATED AGREEMENTS, AS NECESSARY.
FORM 990, PART VI, SECTION B, LINE 15	THE FOLLOWING PROCEDURES ARE IN PLACE FOR SETTING AND REVIEWING CEO, OFFICERS AND KEY EMPLOYEES' COMPENSATION: 1. COMPENSATION IS REVIEWED AND APPROVED BY THE AUDIT FINANCE AND COMPENSATION COMMITTEE (AFC COMMITTEE) WHICH CONSISTS OF INDEPENDENT DIRECTORS ONLY. PERSONS WITH CONFLICTS OF INTEREST FOR A PARTICULAR POSITION ARE NOT INVOLVED IN REVIEW OR APPROVAL FOR SUCH POSITION. 2. COMPENSATION IS REVIEWED AND APPROVED USING COMPARABLE COMPENSATION DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE SOURCE DATA USED IS BASED ON MULTIPLE COMPENSATION SURVEYS. 3. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. THE DOCUMENTATION INCLUDES TERMS OF COMPENSATION, MEMBERS OF THE COMMITTEE/BOARD PRESENT FOR THE DECISION AND DISCUSSION, COMPARABLE DATA USED AND THE BASIS FOR THE DECISION MADE. 4. THE BOARD HAS ACCESS TO ALL AFC COMMITTEE DECISIONS REGARDING THE RESULTS OF THIS PROCESS AND, IN ADDITION, THE BOARD DIRECTLY HANDLED THE SETTING OF THE COMPENSATION FOR THE CEO, DONALD KEMPER, AND HIS SPOUSE, MOLLY METTLER, WHO PREVIOUSLY HELD THE POSITION OF SENIOR VICE PRESIDENT. MR. KEMPER AND MS. METTLER RETIRED AT THE END OF FY16. IN ADDITION, THE BOARD HANDLED THE SETTING OF THE COMPENSATION FOR THE NEW CEO, ROBERT KYTE. MR. KYTE STARTED AS CEO-ELECT ON JUNE 1, 2016 AND AS CEO ON JULY 1, 2016. 5. ADDITIONALLY, THE AFC COMMITTEE PERIODICALLY ENGAGES INDEPENDENT COMPENSATION CONSULTANTS TO REVIEW AND ANALYZE TOTAL COMPENSATION FOR SPECIFIC OFFICER POSITIONS, AND THE TERMS AND COMPENSATION RELATING TO RETENTION AND INCENTIVE COMPENSATION AGREEMENTS AND SEVERANCE PLANS, AGAINST SURVEY AND/OR PEER GROUP DATA AND/OR INDUSTRY AND COMPARABLE BENCHMARK DATA. IN CONNECTION WITH THESE ENGAGEMENTS, THE AFC COMMITTEE GENERALLY SEEKS AN OPINION FROM THE INDEPENDENT COMPENSATION CONSULTANT ON THE REASONABLENESS OF THE COMPENSATION PACKAGE AND/OR TERMS RELATING TO THE RETENTION AND/OR INCENTIVE AGREEMENT OR SEVERANCE PLAN. THE REVIEW, DELIBERATION AND APPROVAL SPECIFIED IN ITEMS 1-4 ABOVE ALONG WITH THE ANALYSIS AND OPINION OF THE INDEPENDENT COMPENSATION CONSULTANT WAS USED BY THE AFC COMMITTEE AND BOARD WITH REGARD TO PLAN COMPENSATION MATTERS AND COMPENSATION OF THE CEO AND PRESIDENTS
FORM 990, PART VI, SECTION C, LINE 19	A COPY OF ANY OF THESE DOCUMENTS, SUCH AS BUT NOT LIMITED TO, THE FORM 990, ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE CEO, GENERAL COUNSEL OR THE CFO'S OFFICE.
FORM 990, PART VII, SECTION A:	DURING THE CURRENT YEAR, THE ORGANIZATION MODIFIED THEIR INTERPRETATION OF THE DEFINITION OF OFFICER AND KEY EMPLOYEE TO ALIGN WITH THE FORM 990 DEFINITIONS. AS SUCH, A NUMBER OF INDIVIDUALS WHO WERE INCLUDED IN PRIOR RETURNS ARE NO LONGER CONSIDERED OFFICERS AND KEY EMPLOYEES AND ARE NOT INCLUDED IN PART VII. THERE WERE NO CHANGES IN RESPONSIBILITIES OR TITLE, SIMPLY A CHANGE IN INTERPRETATION AND THEREFORE THEY ARE NOT LISTED AS FORMER AS THEY NEVER MET THE DEFINITION IN THE PAST.
FORM 990, PART IX, LINE 11G	PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 564,199. MANAGEMENT AND GENERAL EXPENSES 380,626. TOTAL EXPENSES 944,825. NON-PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 22,572. MANAGEMENT AND GENERAL EXPENSES 16,402. TOTAL EXPENSES 38,974. MEDICAL REVIEW: PROGRAM SERVICE EXPENSES 314,770. TOTAL EXPENSES 314,770. PRODUCT DEVELOPMENT SERVICES: PROGRAM SERVICE EXPENSES 1,339,189. MANAGEMENT AND GENERAL EXPENSES 202,382. TOTAL EXPENSES 1,541,571. DISCRETIONARY FUNDS: MANAGEMENT AND GENERAL EXPENSES 5,901. TOTAL EXPENSES 5,901.
FORM 990, PART IX, LINE 24E	FOREIGN EXCHANGE GAIN/LOSS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 35,223. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,223. STAFF PROCUREMENT: PROGRAM SERVICE EXPENSES 330. MANAGEMENT AND GENERAL EXPENSES 34,088. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,418. SALES/USE TAX: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,587. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,587.
FORM 990, PART XII, LINE 2C:	THERE WERE NO CHANGES TO THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2015

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: TO HELP PEOPLE MAKE BETTER HEALTH DECISIONS.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	13
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	12
5	Total number of individuals employed in calendar year 2015 (Part V, line 2a) ......	5	321
6	Total number of volunteers (estimate if necessary) .............	6	0
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 34 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	77,971	0
9	Program service revenue (Part VIII, line 2g) .........	35,550,122	42,830,270
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	267,529	270,832
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	237,852	59,120
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	36,133,474	43,160,222
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	7,895
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	32,093,715	34,517,176
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	8,211,690	12,470,971
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	40,305,405	46,996,042
19	Revenue less expenses. Subtract line 18 from line 12.......	-4,171,931	-3,835,820
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	38,904,919	36,253,951
21	Total liabilities (Part X, line 26).............	5,120,957	6,434,935
22	Net assets or fund balances. Subtract line 21 from line 20.....	33,783,962	29,819,016

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 36,506,657 including grants of $ 7,895 ) (Revenue $ 42,889,390 )
	SEE SCHEDULE O

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses36,506,657

(A) Name and Title	(B) Average hours per week (list any hours for related organizations below dotted line)			(D) Reportable compensation from the organization (W- 2/1099-MISC)	(E) Reportable compensation from related organizations (W- 2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and Title
(18) EILEEN CASAL........................................................................ GENERAL COUNSEL	50.00 .......................	X		257,603	0	36,859
(19) ADAM HUSNEY........................................................................ MEDICAL DIRECTOR	50.00 .......................	X		196,489	0	31,114
(20) MICHAEL LAUBER........................................................................ ACCOUNT EXECUTIVE	50.00 .......................		X	345,638	0	29,339
(21) RICHARD WEXLER........................................................................ CHIEF CLINICAL INTEGRATION OFFICER	50.00 .......................		X	286,041	0	47,817
(22) BENJAMIN MOULTON........................................................................ SENIOR VICE PRESIDENT	50.00 .......................		X	271,683	0	47,923
(23) JASON BURUM........................................................................ CHIEF CLIENT OFFICER	50.00 .......................		X	258,579	0	29,696
(24) BRIGID RUNYON........................................................................ ACCOUNT EXECUTIVE	50.00 .......................		X	254,358	0	11,101

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	3,467,953	0	622,455

1a	Federated campaigns..	1a
b	Membership dues..	1b
c	Fundraising events..	1c
d	Related organizations	1d
e	Government grants (contributions)	1e

f	All other contributions, gifts, grants, and similar amounts not included above	1f

g	Noncash contributions included in lines 1a-1f:$
h Total.Add lines 1a-1f.......

			Business Code
2a	SOLUTIONS REVENUE	519130	20,771,969	20,771,969
b	A LA CARTE REVENUE	519130	20,269,273	20,269,273
c	CUSTOM PRODUCT AND SERVICE REVENU	519130	1,597,374	1,597,374
d	SELF-CARE GUIDE REVENUE	519130	191,654	191,654
e
f	All other program service revenue.
g Total.Add lines 2a–2f.....			42,830,270

3 Investment income (including dividends, interest, and othersimilar amounts) ..........			405,680			405,680
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents
b	Less: rental expenses
c	Rental income or (loss)
d	Net rental income or (loss)......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		14,672,946
b	Less: cost or other basis and sales expenses	56,713	14,751,081
c	Gain or (loss)	-56,713	-78,135
d	Net gain or (loss).....			-134,848			-134,848
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
	a
b	Less: direct expenses ...b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
	a
b	Less: direct expenses ...b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
	a
b	Less: cost of goods sold ..b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	OTHER INCOME		900099	59,120	59,120
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			59,120
12	Total revenue. See Instructions......			43,160,222	42,889,390	0	270,832

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21
2	Grants and other assistance to individuals in the United States. See Part IV, line 22	7,895	7,895
3	Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16
4	Benefits paid to or for members
5	Compensation of current officers, directors, trustees, and key employees ....	2,432,129	1,229,680	1,202,449
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....
7	Other salaries and wages	25,207,002	19,787,180	5,419,822
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	1,542,029	1,268,566	273,463
9	Other employee benefits .......	3,578,649	2,874,947	703,702
10	Payroll taxes ...........	1,757,367	1,411,840	345,527
11	Fees for services (non-employees):
a	Management ......
b	Legal .........	48,496		48,496
c	Accounting ...........	60,535		60,535
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,846,041	2,240,730	605,311
12	Advertising and promotion ....	117,277	117,008	269
13	Office expenses .......	117,817	65,482	52,335
14	Information technology ......	1,775,251	1,427,299	347,952
15	Royalties ..
16	Occupancy ...........	1,062,927	447,731	615,196
17	Travel ............	1,325,566	1,033,264	292,302
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	394,100	373,294	20,806
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	698,698	561,546	137,152
23	Insurance ...	308,023	217,767	90,256
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	COSTS DIRECTLY RELATED	3,365,078	3,365,078
b	DUES AND SUBSCRIPTIONS	129,592	77,020	52,572
c	BAD DEBT	78,884		78,884
d	EXPENDABLE FURNITURE/EQ	50,458		50,458
e	All other expenses	92,228	330	91,898
25	Total functional expenses. Add lines 1 through 24e	46,996,042	36,506,657	10,489,385	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			3,784,609	1	6,554,167
2	Savings and temporary cash investments .........			7,307,368	2	6,990,016
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			3,890,560	4	4,833,663
5	Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
					6
7	Notes and loans receivable, net ....				7
8	Inventories for sale or use ........			38,380	8	38,217
9	Prepaid expenses and deferred charges ......			577,030	9	815,548
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	17,241,918
b	Less: accumulated depreciation	10b	7,197,318	10,182,787	10c	10,044,600
11	Investments—publicly traded securities .			12,847,650	11	6,977,740
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			276,535	15
16	Total assets. Add lines 1 through 15 (must equal line 34)...			38,904,919	16	36,253,951

17	Accounts payable and accrued expenses .....	4,060,439	17	5,440,493
18	Grants payable ...		18
19	Deferred revenue .........	1,060,518	19	994,442
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
	persons. Complete Part II of Schedule L..		22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	5,120,957	26	6,434,935

	Organizations that follow SFAS 117 (ASC 958), check here and complete lines 27 through 29, and lines 33 and 34.
27	Unrestricted net assets	33,783,962	27	29,819,016
28	Temporarily restricted net assets ...........		28
29	Permanently restricted net assets		29
	Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34.
30	Capital stock or trust principal, or current funds .....		30
31	Paid-in or capital surplus, or land, building or equipment fund ...		31
32	Retained earnings, endowment, accumulated income, or other funds		32
33	Total net assets or fund balances ...........	33,783,962	33	29,819,016
34	Total liabilities and net assets/fund balances ........	38,904,919	34	36,253,951

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No