MEDIC ALERT FOUNDATION UNITED STATES Charity Report

Public IRS 990 nonprofit record

MEDIC ALERT FOUNDATION UNITED STATES

EIN 94-1494446 · Health Care (E600)

What they do

MEDICALERT is A NON-PROFIT, MEMBERSHIP ORGANIZATION. OUR MISSION is to SAVE and to PROTECT LIVES BY SERVING AS THE GLOBAL INFORMATION LINK BETWEEN MEMBERS and 1ST RESPONDERS DURING MEDICAL EMERGENCIES BY SHARING INFORMATION IN OUR MEMBERS MOMENT of NEED.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $75.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders18 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

79.22%of revenue went to mission work75.5% of expenses · Program services

$104.99spent for every $100 of revenueSpending was higher than revenue this year.

25.77%of revenue went to management and office costs24.5% of expenses

$1.90in assets for every $1 spent this yearSome assets cannot be spent right away.

14.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $435,454 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $474,951 for CASSEL KAREN (PRESIDENT & CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$8,720,213

Mission workProgram services$6,908,16379.22% of revenue75.5% of expenses

ManagementOffice and general costs$2,247,50425.77% of revenue24.5% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$9,155,667104.99% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 75.5% mission · 24.5% management · 0.0% fundraisingTotal expenses: 104.99% of revenue

2023Expense mix: 64.8% mission · 34.3% management · 0.9% fundraisingTotal expenses: 87.32% of revenue

2022Expense mix: 69.6% mission · 29.6% management · 0.9% fundraisingTotal expenses: 104.60% of revenue

2021Expense mix: 64.6% mission · 34.2% management · 1.2% fundraisingTotal expenses: 91.40% of revenue

2020Expense mix: 63.3% mission · 35.6% management · 1.2% fundraisingTotal expenses: 85.31% of revenue

2019Expense mix: 67.2% mission · 31.2% management · 1.5% fundraisingTotal expenses: 89.60% of revenue

2018Expense mix: 69.9% mission · 28.5% management · 1.6% fundraisingTotal expenses: 91.54% of revenue

2017Expense mix: 68.6% mission · 28.6% management · 2.8% fundraisingTotal expenses: 100.12% of revenue

Money in and money out

Revenue$8,720,213

Expenses$9,155,667

Annual shortfall $435,454 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$6,908,163 · 75.5% of expenses

Management and office costs$2,247,504 · 24.5% of expenses

See all reported dollar amounts

Revenue$8,720,213

Expenses$9,155,667

Assets$17,425,866

Income$9,488,973

Contributions$1,241,495

Mission work (program services)$6,908,163

Management and general$2,247,504

Executive compensation (total)$1,181,665

Stocks and bonds$14,394,592

Accounting fees$98,481

Investing fees$24,236

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

CASSEL KARENPRESIDENT & CHIEF EXECUTIVE OFFICER · 40 hrs/week $474,951Base $441,640 · Other $33,311

JERVIS JOSEFINACHIEF OPERATING OFFICER · 40 hrs/week $444,020Base $399,105 · Other $44,915

KOO KATHYCHIEF FINANCIAL OFFICER · 40 hrs/week $258,261Base $235,795 · Other $22,466

HYLTON JULIEMARKETING VICE PRESIDENT · 40 hrs/week $230,980Base $209,857 · Other $21,123

TUCKER CORTNEY AVP OF E-COMMERCE & DATA ANALYTICS · 40 hrs/week $220,986Base $200,344 · Other $20,642

TRAVERS LAUREN CHABOTDIRECTOR OF OPERATIONS · 40 hrs/week $176,996Base $159,267 · Other $17,729

DUSHATSKY LANACORPORATE CONTROLLER · 40 hrs/week $151,583Base $123,465 · Other $28,118

VERBOUWENS DEANNAMARKETING MANAGER · 40 hrs/week $144,107Base $134,043 · Other $10,064

RIOS VILLANUEVA JUAN MANUELUSER EXPERIENCE ENGINEER · 40 hrs/week $140,314Base $130,025 · Other $10,289

MORTON JACOB THOMASSOFTWARE ENGINEER (THRU 03/25) · 40 hrs/week $123,465

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (18)

CASSEL KARENPRESIDENT & CHIEF EXECUTIVE OFFICER

JERVIS JOSEFINACHIEF OPERATING OFFICER

KOO KATHYCHIEF FINANCIAL OFFICER

HYLTON JULIEMARKETING VICE PRESIDENT

TUCKER CORTNEY AVP OF E-COMMERCE & DATA ANALYTICS

TRAVERS LAUREN CHABOTDIRECTOR OF OPERATIONS

DUSHATSKY LANACORPORATE CONTROLLER

VERBOUWENS DEANNAMARKETING MANAGER

RIOS VILLANUEVA JUAN MANUELUSER EXPERIENCE ENGINEER

MORTON JACOB THOMASSOFTWARE ENGINEER (THRU 03/25)

WEINER ROBERTDIRECTOR

VAN TERHEYDEN NICKDIRECTOR

MICHAL JILLDIRECTOR

MARSHALL DEANNCHAIR (THRU 9/24)/CHAIR EMERITUS

LATIMER GAILVICE-CHAIR

LAIGN MICHAEL BCHAIR (AS OF 9/24)

KIGER ANNA JSECRETARY

JOHNSTON LEWIS HTREASURER

About this charity

Recognized since: January 1962
Location: 2016 W MONTE VISTA AVE, TURLOCK, CA 95382
County: Stanislaus
In care of: KATHY KOO
Primary officer: KATHY KOO, CFO

How to reach them

WebsiteVisit the charity’s website Phone(800) 432-5378

Filing and classification

Latest tax year: 2024
Tax period began: October 1, 2024
Return type: 990
Tax preparer: BAKER TILLY ADVISORY GROUP LP
NTEE classification: Health Care (E600)
IRS tax category: All Other Miscellaneous Ambulatory Health Care Services