Civic Intelligence

Elevance Health Cares Inc.

990 • Fiscal year 2019 • EIN 83-1172556

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

220 Virginia AveIndianapolis, IN 46204

(317) 488-6000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

96th percentile

72%

Higher net margin than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$67,763

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

88th percentile

39%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-46%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,166,793

Up $327,630 (+39%) from 2018

Net Assets

Up

$1,166,793

Up $327,630 (+39%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$457,989

Down $391,868 (-46%) from 2018

Expenses

Up

$130,359

Up $119,665 (+1119%) from 2018

Net Income

Down

$327,630

Down $511,533 (-61%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2018: $839,163Liabilities 2018: $0Net Assets 2018: $839,1632018Assets 2019: $1,166,793Liabilities 2019: $0Net Assets 2019: $1,166,7932019Assets 2020: $3,162,069Liabilities 2020: $24,153Net Assets 2020: $3,137,9162020Assets 2021: $4,313,771Liabilities 2021: $29,111Net Assets 2021: $4,284,6602021Assets 2022: $4,757,377Liabilities 2022: $22,405Net Assets 2022: $4,734,9722022Assets 2023: $5,310,538Liabilities 2023: $106,577Net Assets 2023: $5,203,9612023Assets 2024: $5,767,030Liabilities 2024: $59,303Net Assets 2024: $5,707,7272024

Highlighted filing

2019

Assets$1,166,793
Liabilities$0
Net Assets$1,166,793

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2018: $849,857Expenses 2018: $10,694Net Income 2018: $839,1632018Revenue 2019: $457,989Expenses 2019: $130,359Net Income 2019: $327,6302019Revenue 2020: $2,373,577Expenses 2020: $412,403Net Income 2020: $1,961,1742020Revenue 2021: $1,425,402Expenses 2021: $295,153Net Income 2021: $1,130,2492021Revenue 2022: $1,015,530Expenses 2022: $460,270Net Income 2022: $555,2602022Revenue 2023: $1,430,786Expenses 2023: $1,053,202Net Income 2023: $377,5842023Revenue 2024: $1,798,807Expenses 2024: $1,403,967Net Income 2024: $394,8402024

Highlighted filing

2019

Revenue$457,989
Expenses$130,359
Net Income$327,630
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.1
Gross Receipts
$457,989
Mission and Program Overview

Mission

Elevance health cares, inc. Is organized and operated exclusively to conduct, support, encourage, and assist charitable, educational, and other programs and projects. See schedule o.

Anthem cares, inc. Strives to create positive outcomes in the communities it serves by fostering long-term relationships to focus efforts on social determinants of health

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$839,163$1,166,793▲ $327,630
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$839,163$1,166,793▲ $327,630
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$839,163$1,166,793▲ $327,630
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$839,163$1,166,793▲ $327,630
Total Liabilities and Net Assets / Fund Balance$839,163$1,166,793▲ $327,630
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kayla KolkaExecutive DirectorFT$66,408$1,355$67,763

Board Members and Trustees

NameTitle
Lance R ChrismanBoard of Directors Chair
Maggie T BowdenPresident
Leah M BirkVice President
Elliot DunbarBoard of Directors
Davina P BiddleAssistant Secretary
Sara R SchulgeAssistant Secretary
Rick NobleAssistant Treasurer
Kathleen S KieferSecretary
Vincent E ScherTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$457,989
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$216,702
Change in Net Assets
$327,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$66,408
Other Expenses$53,926
Total Fundraising Expense$19,788
Grants and Similar Amounts Paid$10,025
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$16,602$33,204$16,602$66,408
Fees for Services Other$28,974$14,130$3,186$46,290
Grants to Domestic Orgs$6,025--$6,025
Grants to Domestic Individuals$4,000--$4,000
Insurance-$3,996-$3,996
Fees for Services Accounting-$3,640-$3,640
Total Functional Expenses$55,601$54,970$19,788$130,359
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Family/business relationships with another officer, director, or trustee: lance r. Chrisman, maggie t. Bowden, leah m. Birk, vincent e. Scher, sara r. Schluge, davina p. Biddle, rick noble, and kathleen s. Kiefer have a business relationship as employees of anthem inc.

Form 990, Part VI, Section A, Line 8B

Documenting committee meetings: the organization answered question 8b no because there were no committees during 2019 acting on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

Process to review 990: the assistant secretary collects all information needed to complete form 990 and reviews the completed return. Once the form has been reviewed and finalized, the 990 is made available to the board prior to filing with the irs. The form 990 is also reviewed by an independent accounting firm.

Form 990, Part VI, Section B, Line 12C

Process for monitoring compliance with conflict of interest policy: the board of directors may require the organization's directors, officers, or employees to complete annually (or as otherwise required by the board) a disclosure statement regarding any actual or potential conflict of interest described in the bylaws. The disclosure statement shall be in such a form as may be prescribed by the board and may include information regarding a person's participation as a director, officer, or employee of any other nonprofit organization. The board of directors shall be responsible for oversight of all disclosures or failures to disclose and to take appropriate action in the case of any actual or potential conflict of interest transaction. The failure of the organization, its board of directors, or any or all of its directors, officers, or employees to comply with the conflict of interest provisions of these bylaws shall not invalidate, cancel, void, or make voidable any contract, relationship, action, transaction, debt, commitment, or obligation of the corporation that otherwise is valid and enforceable under applicable.

Form 990, Part VI, Section C, Line 15A

Process to determine ceo, officer, and key employee compensation: the compensation of the executive director is determined by the related organization anthem inc.

Form 990, Part VI, Section B, Line 19

Availability of governing documents to the public: the organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Form 990, Part VII, Section A

Compensation of officers and directors: the organization does not compensate officers and directors of the board. The organization will make the officers compensation available upon request.

Filing and Contact Details

Filer

Filer Name
Anthem Cares Inc
EIN
83-1172556
In Care Of
% SARA SCHLUGE
Phone
3174886000
Address
220 Virginia Ave, Indianapolis, IN 46204

Signing Officer

Name
Kayla Kolka
Title
Executive Director
Phone
3174886000
Signed
2020-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kayla Kolka
Formed
2018
Legal Domicile
In
Voting Board Members
5
Independent Board Members
1
Employees
0
Volunteers
14

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Supplemental Narrative

Additional Explanations

FORM 990, PART III - ORGANIZATION'S MISSION, LINE 1

The organization's mission continued: more specifically, but without limitation, anthem cares, inc. Is principally focused on the provision of assistance to employees and dependents of employees of anthem, inc. And its subsidiaries and affiliates in times of emergency; the provision of scholarships to children of anthem employees who pass away; the support of health-related nonprofit organizations and programs; and creating positive outcomes in the communities it serves by fostering programs to address and improve the social determinants of health in individuals, organizations, and society.

Form 990 Part IX Line 11G

Description:other consulting fees total fees:46290

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IRS990/MissionDesc0ANTHEM CARES, INC. IS ORGANIZED AND OPERATED EXCLUSIVELY TO CONDUCT, SUPPORT, ENCOURAGE, AND ASSIST CHARITABLE, EDUCATIONAL, AND OTHER PROGRAMS AND PROJECTS. SEE SCHEDULE O.
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IRS990/ProgSrvcAccomActy2Grp/Desc0THE ANTHEM MEMORIAL SCHOLARSHIP FUND IS A PROGRAM TO ASSIST SURVIVING CHILDREN OF ANTHEM ASSOCIATES WHO HAVE LOST THEIR LIVES DURING THEIR TIME OF EMPLOYMENT.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt04000
IRS990/ProgSrvcAccomActy3Grp/Desc0ANTHEM HEALTH CHAMPIONS HELP TO BUILD AWARENESS AND MAKE DONATIONS TO HEALTH-RELATED TAX-EXEMPT ORGANIZATIONS AND PROGRAMS ACROSS THE COUNTRY.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0DONATIONS TO SUPPORT DISASTER RELIEF & DUNK CANCER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MISSION CONTINUED: MORE SPECIFICALLY, BUT WITHOUT LIMITATION, ANTHEM CARES, INC. IS PRINCIPALLY FOCUSED ON THE PROVISION OF ASSISTANCE TO EMPLOYEES AND DEPENDENTS OF EMPLOYEES OF ANTHEM, INC. AND ITS SUBSIDIARIES AND AFFILIATES IN TIMES OF EMERGENCY; THE PROVISION OF SCHOLARSHIPS TO CHILDREN OF ANTHEM EMPLOYEES WHO PASS AWAY; THE SUPPORT OF HEALTH-RELATED NONPROFIT ORGANIZATIONS AND PROGRAMS; AND CREATING POSITIVE OUTCOMES IN THE COMMUNITIES IT SERVES BY FOSTERING PROGRAMS TO ADDRESS AND IMPROVE THE SOCIAL DETERMINANTS OF HEALTH IN INDIVIDUALS, ORGANIZATIONS, AND SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FAMILY/BUSINESS RELATIONSHIPS WITH ANOTHER OFFICER, DIRECTOR, OR TRUSTEE: LANCE R. CHRISMAN, MAGGIE T. BOWDEN, LEAH M. BIRK, VINCENT E. SCHER, SARA R. SCHLUGE, DAVINA P. BIDDLE, RICK NOBLE, AND KATHLEEN S. KIEFER HAVE A BUSINESS RELATIONSHIP AS EMPLOYEES OF ANTHEM INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTING COMMITTEE MEETINGS: THE ORGANIZATION ANSWERED QUESTION 8B NO BECAUSE THERE WERE NO COMMITTEES DURING 2019 ACTING ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROCESS TO REVIEW 990: THE ASSISTANT SECRETARY COLLECTS ALL INFORMATION NEEDED TO COMPLETE FORM 990 AND REVIEWS THE COMPLETED RETURN. ONCE THE FORM HAS BEEN REVIEWED AND FINALIZED, THE 990 IS MADE AVAILABLE TO THE BOARD PRIOR TO FILING WITH THE IRS. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: THE BOARD OF DIRECTORS MAY REQUIRE THE ORGANIZATION'S DIRECTORS, OFFICERS, OR EMPLOYEES TO COMPLETE ANNUALLY (OR AS OTHERWISE REQUIRED BY THE BOARD) A DISCLOSURE STATEMENT REGARDING ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST DESCRIBED IN THE BYLAWS. THE DISCLOSURE STATEMENT SHALL BE IN SUCH A FORM AS MAY BE PRESCRIBED BY THE BOARD AND MAY INCLUDE INFORMATION REGARDING A PERSON'S PARTICIPATION AS A DIRECTOR, OFFICER, OR EMPLOYEE OF ANY OTHER NONPROFIT ORGANIZATION. THE BOARD OF DIRECTORS SHALL BE RESPONSIBLE FOR OVERSIGHT OF ALL DISCLOSURES OR FAILURES TO DISCLOSE AND TO TAKE APPROPRIATE ACTION IN THE CASE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TRANSACTION. THE FAILURE OF THE ORGANIZATION, ITS BOARD OF DIRECTORS, OR ANY OR ALL OF ITS DIRECTORS, OFFICERS, OR EMPLOYEES TO COMPLY WITH THE CONFLICT OF INTEREST PROVISIONS OF THESE BYLAWS SHALL NOT INVALIDATE, CANCEL, VOID, OR MAKE VOIDABLE ANY CONTRACT, RELATIONSHIP, ACTION, TRANSACTION, DEBT, COMMITMENT, OR OBLIGATION OF THE CORPORATION THAT OTHERWISE IS VALID AND ENFORCEABLE UNDER APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROCESS TO DETERMINE CEO, OFFICER, AND KEY EMPLOYEE COMPENSATION: THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY THE RELATED ORGANIZATION ANTHEM INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABILITY OF GOVERNING DOCUMENTS TO THE PUBLIC: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMPENSATION OF OFFICERS AND DIRECTORS: THE ORGANIZATION DOES NOT COMPENSATE OFFICERS AND DIRECTORS OF THE BOARD. THE ORGANIZATION WILL MAKE THE OFFICERS COMPENSATION AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION:OTHER CONSULTING FEES TOTAL FEES:46290
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III - ORGANIZATION'S MISSION, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990 PART IX LINE 11G
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HEALTH INSURANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ANTHEM INC
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