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WILLIAMSON MEDICAL FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WILLIAMSON MEDICAL FOUNDATION INC (EIN 04-3717044)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-03-01
IRS object ID
202310609349300036
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-01T15:39:45-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621199757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LBMC PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1869AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP370241869ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043717044EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMSON MEDICAL CENTER FOUNDATIONINCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone6154355170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14321 CAROTHERS PKWY 604AddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY WESTBROOKPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6157940989PhoneNum
Signature2023-02-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLARRYPersonFirstNm
Person LastWESTBROOKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE DUNKINPreparerPersonNm
PTINP00742923PTIN
Phone6153774600PhoneNum
Preparation2023-02-22PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLARRY WESTBROOKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14321 CAROTHERS PARKWAY SUITE 604AddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,420,336GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WILLIAMSONMEDICALCENTER.ORG/WMCFOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateTNLegalDomicileStateCd
Activity Or MissionTHE MISSION OF WILLIAMSON MEDICAL CENTER FOUNDATION INC. IS TO SERVE AS A CHARITABLE AND DEVELOPMENT ARM TO SUPPORT WILLIAMSON MEDICAL CENTER IN PROVIDING HEALTH CARE SERVICES. TO FUND CAPITAL PROJECTS AND HEALTH OUTREACH PROGRAMS OF WILLIAMSON MEDICAL CENTER, THE FOUNDATION SEEKS CHARITABLE GIFTS OF ALL TYPES, RESTRICTED AND UNRESTRICTED.DONATIONS TO WILLIAMSON MEDICAL CENTER FOUNDATION SUPPORT PROGRAMS AND SERVICES THAT FALL OUTSIDE THE NORMAL STRUCTURE OF HOSPITAL OPERATING EXPENDITURES.GIFTS MAY BE MADE TO HONOR OR MEMORIALIZE SOMEONE, ESTABLISH OR SUPPORT A PARTICULAR FUND, PURCHASE NEW EQUIPMENT OR EXPAND OR BUILD NEW AREAS.CONTRIBUTIONS MAY COME IN MANY FORMS, INCLUDING CASH, SECURITIES, REAL ESTATE, PERSONAL PROPERTY, LIFE INSURANCE, AND WILLS AND BEQUESTS. GIFTS MAY BE SMALL OR LARGE, ANONYMOUS OR RECOGNIZED, ONE-TIME OR PLANNED OVER TIME.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers18TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$415,720PYContributionsGrantsAmt
CY Contributions Grants$3,254,107CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$44,375PYInvestmentIncomeAmt
CY Investment Income$32,148CYInvestmentIncomeAmt
PY Other Revenue$50,590PYOtherRevenueAmt
CY Other Revenue$95,125CYOtherRevenueAmt
PY Total Revenue$510,685PYTotalRevenueAmt
CY Total Revenue$3,381,380CYTotalRevenueAmt
PY Grants And Similar Paid$1,238,127PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,444,735CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$73,598PYOtherExpensesAmt
CY Other Expenses$158,721CYOtherExpensesAmt
PY Total Expenses$1,311,725PYTotalExpensesAmt
CY Total Expenses$1,603,456CYTotalExpensesAmt
PY Revenues Less Expenses-$801,040PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,777,924CYRevenuesLessExpensesAmt
Total Assets BOY$3,568,533TotalAssetsBOYAmt
Total Assets EOY$5,969,211TotalAssetsEOYAmt
Total Liabilities BOY$3,800TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,003,628TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,564,733NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,965,583NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF WILLIAMSON MEDICAL FOUNDATION INC. IS TO SERVE AS A CHARITABLE AND DEVELOPMENT ARM TO SUPPORT WILLIAMSON MEDICAL CENTER IN PROVIDING HEALTH CARE SERVICES. TO FUND CAPITAL PROJECTS AND HEALTH OUTREACH PROGRAMS OF WILLIAMSON MEDICAL CENTER, THE FOUNDATION SEEKS CHARITABLE GIFTS OF ALL TYPES, RESTRICTED AND UNRESTRICTED.DONATIONS TO WILLIAMSON MEDICAL CENTER FOUNDATION SUPPORT PROGRAMS AND SERVICES THAT FALL OUTSIDE THE NORMAL STRUCTURE OF HOSPITAL OPERATING EXPENDITURES.GIFTS MAY BE MADE TO HONOR OR MEMORIALIZE SOMEONE, ESTABLISH OR SUPPORT A PARTICULAR FUND, PURCHASE NEW EQUIPMENT OR EXPAND OR BUILD NEW AREAS.CONTRIBUTIONS MAY COME IN MANY FORMS, INCLUDING CASH, SECURITIES, REAL ESTATE, PERSONAL PROPERTY, LIFE INSURANCE, AND WILLS AND BEQUESTS. GIFTS MAY BE SMALL OR LARGE, ANONYMOUS OR RECOGNIZED, ONE-TIME OR PLANNED OVER TIME.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,355,235ExpenseAmt
Grant$1,355,235GrantAmt
DescPURCHASED FURNTIURE, EQUIPMENT, AND EDUCATIONAL RESOURCE MATERIALS TO BENEFIT WILLIAMSON MEDICAL CENTER.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$89,500ExpenseAmt
Grant$89,500GrantAmt
DescPROVIDED SCHOLARSHIPS FOR STUDENTS ENROLLED IN HEALTHCARE FIELD.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,444,735TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILLIP MAZZUCABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6154355170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14321 CAROTHERS PARKWAY SUITE 604AddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeInd
JAMEY PARKER
CHAIRMAN8.00Yes (X)Yes (X)$0$0$0
LARRY WESTBROOK
TREASURER0.30Yes (X)Yes (X)$0$0$0
DON WEBB
SECRETARY0.30Yes (X)Yes (X)$0$313,963$26,00040.00
JIM LACKEY
DIRECTOR0.30Yes (X)$0$0$0
RICHARD HERRINGTON
DIRECTOR0.30Yes (X)$0$0$0
PAMELA STEPHENS
DIRECTOR0.30Yes (X)$0$0$0
LISA NIERSTE MORRIS
DIRECTOR0.30Yes (X)$0$0$0
MARY KATE BROWN
DIRECTOR0.30Yes (X)$0$0$0
VICKI MCNAMARA
VICE CHAIR0.30Yes (X)Yes (X)$0$0$0
PHYLLIS MOLYNEUX
COMPLIANCE OFFICER0.30Yes (X)$0$0$0
LYNN KING DUGAS
DIRECTOR0.30Yes (X)$0$0$0
JODI L RALL
DIRECTOR0.30Yes (X)$0$0$0
PHILLIP MAZZUCA
SECRETARY0.30Yes (X)Yes (X)$0$494,613$26,00040.00
COLIN LOONEY
DIRECTOR0.30Yes (X)$0$0$0
JEFFREY L CARSON
DIRECTOR0.30Yes (X)$0$0$0
JAMES H BUTLER
DIRECTOR0.30Yes (X)$0$0$0
CHARLES PAREIGIS
DIRECTOR0.30Yes (X)$0$0$0
JERRY BATTE
DIRECTOR0.30Yes (X)$0$0$0
MICHAEL KAPLAN
DIRECTOR0.30Yes (X)$0$0$0
R STEVE SMITH
EXECUTIVE DIRECTOR0.30$0$169,726$5,32840.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$978,302TotReportableCompRltdOrgAmt
Total Other Compensation$57,328TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,254,107AllOtherContributionsAmt
Total Contributions$3,254,107TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,148TotalRevenueColumnAmt
Exclusion$32,148ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$134,081FundraisingGrossIncomeAmt
Fundraising Direct Expenses$38,956FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$95,125TotalRevenueColumnAmt
Exclusion$95,125ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,381,380TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$127,273ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,355,235TotalAmt
Program Services$1,355,235ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$89,500TotalAmt
Program Services$89,500ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$128,079TotalAmt
Management And General$128,079ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$80TotalAmt
Management And General$80ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
BANK CHARGES$28,474$28,474
OTHER EXPENSES$2,088$2,088

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,603,456TotalAmt
Program Services$1,444,735ProgramServicesAmt
Management And General$158,721ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$27,283BOYAmt
EOY$654,809EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$89,658BOYAmt
EOY$69,517EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$436,025BOYAmt
EOY$2,581,390EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$323,200LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$323,200BOYAmt
EOY$323,200EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,692,367BOYAmt
EOY$2,340,295EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,568,533BOYAmt
EOY$5,969,211EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,800BOYAmt
EOY$1,003,628EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,800BOYAmt
EOY$1,003,628EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,564,733BOYAmt
EOY$4,965,583EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,564,733BOYAmt
EOY$4,965,583EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,568,533BOYAmt
EOY$5,969,211EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,777,924ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$377,073NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,150,597CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,481,362CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$835,294CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$415,720CurrentTaxYearMinus1YearAmt
Current Tax Year$3,254,107CurrentTaxYearAmt
Total$7,137,080TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,150,597CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,481,362CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$835,294CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$415,720CurrentTaxYearMinus1YearAmt
Current Tax Year$3,254,107CurrentTaxYearAmt
Total$7,137,080TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,076,505SubstantialContributorsTotAmt
Public Support Total170$5,060,575PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$50,105CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$93,578CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$63,473CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$44,375CurrentTaxYearMinus1YearAmt
Current Tax Year$32,148CurrentTaxYearAmt
Total$283,679TotalAmt
FieldValueIRS element (for citing)
Total Support$7,420,759TotalSupportAmt
Public Support CY1700.68190PublicSupportCY170Pct
Public Support PY1700.37550PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$323,200InvestmentCostOrOtherBasisAmt
Book Value$323,200BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$323,200TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMUTUAL AND EXCHANGE TRADED FUNDSDesc
Book Value$2,340,295BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,340,295TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,568,015TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$377,073NetUnrealizedGainsInvstAmt
Other Revenue$563,709OtherRevenueAmt
Revenue Not Reported$186,636RevenueNotReportedAmt
Revenue Subtotal$3,381,379RevenueSubtotalAmt
Other Revenues Not Included$1OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,381,380TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,167,165TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$563,709OtherExpensesIncludedAmt
Expenses Not Reported$563,709ExpensesNotReportedAmt
Expenses Subtotal$1,603,456ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,603,456TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FOUNDATION IS CLASSIFIED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE FOUNDATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2022 AND 2021. THE FOUNDATION FILES U.S. FEDERAL INFORMATION TAX RETURNS WHICH ARE CURRENTLY OPEN TO AUDIT UNDER THE STATUTE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED AFTER JUNE 30, 2018.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RELATED PARTY SALARIES FOR SERVICES 468,929. RELATED PARTY EXPENSES PAID 94,780.
PART XI, LINE 4B - OTHER ADJUSTMENTS:ROUNDING 1.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RELATED PARTY SALARIES FOR SERVICES 468,929. RELATED PARTY EXPENSES PAID 94,780.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$131,878GrossReceiptsEvent1Amt
Gross Revenue Event1$131,878GrossRevenueEvent1Amt
Other Direct Expenses Event1$35,215OtherDirectExpensesEvent1Amt
Gross Receipts Total$131,878GrossReceiptsTotalAmt
Gross Revenue Total Events$131,878GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$35,215OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$35,215DirectExpenseSummaryEventsAmt
Net Income Summary$96,663NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Recipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
WILLIAMSON MEDICAL CENTER
621501534115$1,001,303$0CASHREIMBURSE EDUCATION EXPENSES
WILLIAMSON MEDICAL CENTER
621501534115$250,872$0CASHPURCHASE EQUIPMENT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FAY PORTER AWARD45$85,500
SALLY DOAN FUND AWARD4$4,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFUNDS ARE REQUESTED BY WILLIAMSON MEDICAL CENTER FOR A PARTICULAR PIECE OF EQUIPMENT OR EDUCATION RESOURCE. REQUESTS ARE APPROVED BY WILLIAMSON MEDICAL CENTER FOUNDATION. WILLIAMSON MEDICAL CENTER MATERIAL MANAGEMENT DIRECTOR PURCHASES THE EQUIPMENT AND THE EQUIPMENT IS PAID FOR BY WILLIAMSON MEDICAL CENTER. WILLIAMSON MEDICAL CENTER FOUNDATION IS THEN NOTIFIED THAT THE PURCHASE HAS BEEN MADE BY A COPY OF THE PURCHASE ORDER OR INVOICE. A CHECK IS ISSUED TO WILLIAMSON MEDICAL CENTER FOR THE AMOUNT OF THE EQUIPMENT BY WILLIAMSON MEDICAL CENTER FOUNDATION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PHILLIP MAZZUCA
SECRETARY$0$491,347$0$3,266$0$0$0$26,000$0$0$0$520,613$0$0
DON WEBB
SECRETARY$0$245,046$0$68,917$0$0$0$26,000$0$0$0$339,963$0$0
R STEVE SMITH
EXECUTIVE DIRECTOR$0$169,726$0$0$0$0$0$5,328$0$0$0$175,054$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE CFO OR FOUNDING MEMBER WILL REVIEW FORM 990.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. THE 990 IS AVAILABLE ONLINE.
FORM 990, PART XI, LINE 9:ROUNDNG -1.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMSON MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN621501534EIN
Primary ActivitiesHOSPITALPrimaryActivitiesTxt
Legal Domicile StateTNLegalDomicileStateCd
Exempt Code Section115ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMSON COUNTY GOVERNMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMSON MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$1,252,175InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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