ASHLAND COMMUNITY HOSPITAL FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ASHLAND COMMUNITY HOSPITAL FOUNDATION (EIN 93-0691238)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-10
- IRS object ID
- 202312839349301721
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-10T14:41:46-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204749363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLER MEDFORD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 839 ALDER CREEK DR | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930691238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLAND COMMUNITY HOSPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHL | BusinessNameControlTxt |
| Phone | 5414820367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 CLEAR CREEK DRIVE 101 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY BERNARD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5414820367 | PhoneNum |
| Signature | 2023-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CINDY | PersonFirstNm |
| Person Last | BERNARD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN M RYDER | PreparerPersonNm |
| PTIN | P00033827 | PTIN |
| Phone | 5417797641 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLAND COMMUNITY HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JANET TROY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 CLEAR CREEK DRIVE 101 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,590,072 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O - PAGE 36 FOR FOUNDATION MISSION STATEMENT.ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY.VISION ASHLAND COMMUNITY HOSPITAL FOUNDATION (ACHF) LEADS PHILANTHROPIC EFFORTS TO ADVANCE INNOVATIVE AND EQUITABLE APPROACHES TO COMMUNITY HEALTH AND WELLNESS.VALUES *PASSION FOR ASHLAND'S HOSPITAL AND COMMUNITY HEALTH AND WELLNESS;*INTEGRITY AS WE CAREFULLY STEWARD THE RESOURCES ENTRUSTED TO US;*RELATIONSHIPS WITH DONORS, PARTNERS AND THE COMMUNITY;*ADVOCACY IN SUPPORT OF EQUITABLE ACCESS TO HEALTH CARE;*GENEROSITY WITH CHARITABLE GIFTS, TIME, AND EXPERTISE;*CONTINUITY AS A TRUSTED COMMUNITY PARTNER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $280,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $491,022 | PYContributionsGrantsAmt |
| CY Contributions Grants | $396,857 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $392,542 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,353 | CYProgramServiceRevenueAmt |
| PY Investment Income | $613,092 | PYInvestmentIncomeAmt |
| CY Investment Income | $264,096 | CYInvestmentIncomeAmt |
| PY Other Revenue | $282,372 | PYOtherRevenueAmt |
| CY Other Revenue | $278,480 | CYOtherRevenueAmt |
| PY Total Revenue | $1,779,028 | PYTotalRevenueAmt |
| CY Total Revenue | $977,786 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $608,927 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $742,581 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $340,674 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $331,639 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $367,710 | PYOtherExpensesAmt |
| CY Other Expenses | $344,897 | CYOtherExpensesAmt |
| PY Total Expenses | $1,317,311 | PYTotalExpensesAmt |
| CY Total Expenses | $1,419,117 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $461,717 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$441,331 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,070,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,713,669 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $230,382 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $176,858 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,840,002 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,536,811 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $806,361 | ExpenseAmt |
| Grant | $742,581 | GrantAmt |
| Revenue | $13,803 | RevenueAmt |
| Desc | See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,379 | ExpenseAmt |
| Revenue | $38,353 | RevenueAmt |
| Desc | THROUGH EFFORTS OF ASHLAND COMMUNITY HOSPITAL FOUNDATION, THE COMMUNITY OF TALENT, OREGON CONTINUES TO RECEIVE QUALITY HEALTHCARE. IN 1994, THE FOUNDATION CONSTRUCTED A PHARMACY IN THAT COMMUNITY, WHICH IS RENTED TO MEDICAP PHARMACY. THIS PROJECT HELPED GUARANTEE ACCESS TO PHARMACEUTICALS IN THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $811,740 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURNS AND COMPANY CPAS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5414823711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SISKIYOU BLVD | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KAREN DRESCHER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAUREL KIICHLI | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE STROMBERG | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA GRUDIN | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LARRY GIBBS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIFFANIE LAMBERT | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFERY MCCULLOUGH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GARRISON TURNER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LIZ MURPHY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH PAVLIK | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY BERNARD | |||||||
| PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ED COLSON | |||||||
| PAST PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ZEPH ROBERTSON | |||||||
| TREASURER | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JANET TROY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $111,988 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $111,988 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $396,857 | AllOtherContributionsAmt |
| Total Contributions | $396,857 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT OF MED FACILITIES | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $38,353 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,353 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,353 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $248,773 | TotalRevenueColumnAmt |
| Exclusion | $248,773 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $280,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $280,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $280,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $280,000 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,627,609 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,612,286 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,323 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,323 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | -$1,520 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,520 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$1,520 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $977,786 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $52,156 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $280,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $248,773 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $509,737 | TotalAmt |
| Program Services | $509,737 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,844 | TotalAmt |
| Program Services | $232,844 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,988 | TotalAmt |
| Management And General | $111,988 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,763 | TotalAmt |
| Management And General | $185,763 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,292 | TotalAmt |
| Management And General | $9,292 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,596 | TotalAmt |
| Management And General | $24,596 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,080 | TotalAmt |
| Management And General | $41,080 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,572 | TotalAmt |
| Management And General | $57,572 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,758 | TotalAmt |
| Management And General | $2,758 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,631 | TotalAmt |
| Management And General | $18,631 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,871 | TotalAmt |
| Management And General | $43,871 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,624 | TotalAmt |
| Management And General | $4,624 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,939 | TotalAmt |
| Program Services | $4,007 | ProgramServicesAmt |
| Management And General | $1,932 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,771 | TotalAmt |
| Management And General | $8,771 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| CONSULTING FEES | $69,516 | $69,516 | |
| CAMPAIGN EXPENSES | $34,442 | $34,442 | |
| DONOR RELATIONS | $28,905 | $28,905 | |
| BOARD RECOGNITION AND D | $14,048 | $14,048 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,740 | TotalAmt |
| Program Services | $1,805 | ProgramServicesAmt |
| Management And General | $12,935 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,419,117 | TotalAmt |
| Program Services | $811,740 | ProgramServicesAmt |
| Management And General | $607,377 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,533 | BOYAmt |
| EOY | $53,963 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,732 | BOYAmt |
| EOY | $165,407 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,820 | BOYAmt |
| EOY | $5,025 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,303 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,355 | BOYAmt |
| EOY | $7,499 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $578,902 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $108,362 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $476,479 | BOYAmt |
| EOY | $470,540 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,145,965 | BOYAmt |
| EOY | $9,005,432 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500 | BOYAmt |
| EOY | $3,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,070,384 | BOYAmt |
| EOY | $9,713,669 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,221 | BOYAmt |
| EOY | $6,557 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,161 | BOYAmt |
| EOY | $170,301 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,382 | BOYAmt |
| EOY | $176,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,622,596 | BOYAmt |
| EOY | $3,371,087 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,217,406 | BOYAmt |
| EOY | $6,165,724 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,840,002 | BOYAmt |
| EOY | $9,536,811 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,070,384 | BOYAmt |
| EOY | $9,713,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$441,331 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,851,237 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $23,475 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$34,098 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $946,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $550,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $723,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $491,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $396,857 | CurrentTaxYearAmt |
| Total | $3,107,796 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $946,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $550,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $723,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $491,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $396,857 | CurrentTaxYearAmt |
| Total | $3,107,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $3,107,796 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $386,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $497,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $535,673 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $560,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $565,606 | CurrentTaxYearAmt |
| Total | $2,546,030 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,653,826 | TotalSupportAmt |
| Public Support CY170 | 0.54970 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56760 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,129,869 | BeginningYearBalanceAmt |
| Contributions | $172,297 | ContributionsAmt |
| Investment Earnings Or Losses | -$753,173 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $248,923 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $26,987 | AdministrativeExpensesAmt |
| End Year Balance | $4,273,083 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,602,662 | BeginningYearBalanceAmt |
| Contributions | $557,704 | ContributionsAmt |
| Investment Earnings Or Losses | $661,812 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $663,980 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $28,329 | AdministrativeExpensesAmt |
| End Year Balance | $5,129,869 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,117,624 | BeginningYearBalanceAmt |
| Contributions | $49,194 | ContributionsAmt |
| Investment Earnings Or Losses | $609,187 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $148,890 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,452 | AdministrativeExpensesAmt |
| End Year Balance | $4,602,662 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,527,865 | BeginningYearBalanceAmt |
| Contributions | $61,647 | ContributionsAmt |
| Investment Earnings Or Losses | $694,377 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $143,223 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $23,042 | AdministrativeExpensesAmt |
| End Year Balance | $4,117,624 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,821,054 | BeginningYearBalanceAmt |
| Contributions | $60,458 | ContributionsAmt |
| Investment Earnings Or Losses | -$189,473 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $140,883 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $23,291 | AdministrativeExpensesAmt |
| End Year Balance | $3,527,865 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $411,472 | InvestmentCostOrOtherBasisAmt |
| Book Value | $411,472 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $157,771 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $104,015 | DepreciationAmt |
| Book Value | $53,756 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,659 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $4,347 | DepreciationAmt |
| Book Value | $5,312 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $470,540 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $8,789,723 | F |
| UNITRUST ASSETS | $215,709 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,005,432 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATION | $136,995 |
| DEPOSITS | $2,600 |
| ACCRUED PAYROLL | $30,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $170,301 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $0 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,442,592 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $23,475 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $23,475 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,419,117 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,419,117 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | INCOME FROM THE EVANS SCHOLARSHIP ENDOWMENT FUND IS TO AWARD SCHOLARSHIPS TO STUDENTS WHO ARE PURSUING NURSING DEGREES FROM OREGON HEALTH & SCIENCE UNIVERSITY AT THE ASHLAND CAMPUS OR ROGUE COMMUNITY COLLEGE. INCOME FROM THE NIXON ENDOWMENT FUND IS GIFTED ANNUALLY TO THE FOUNDATION'S LIGHTS FOR LIFE CAMPAIGN. |
| Part X, Line 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES GENERATED FROM THE RENTAL OF CERTAIN DEBT-FINANCED PROPERTY. AT DECEMBER 31, 2022, THE ACTIVITY REPORTED OPERATING INCOME OF $0 WHICH DID NOT ADD OR SUBTRACT FROM OPERATING LOSS CARRYFORWARDS. THE UNUSED NET OPERATING LOSS CARRYFORWARDS MAY BE APPLIED AGAINST FUTURE TAXABLE INCOME. THE DEFERRED TAX ASSET HAS NOT BEEN RECORDED IN THE FINANCIAL STATEMENTS DUE TO THE UNDETERMINABLE TIMING OF EVENTS OF WHICH THE FOUNDATION WOULD BE ABLE TO UTILIZE THE CARRYFORWARDS. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (FORM 990-T) FOR 2019, 2020, AND 2021 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY WERE FILED. MANAGEMENT BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASANTE ASHLAND COMMUNITY HOSPITAL | |||||||
| 280 MAPLE STREET | ASHLAND | OR | 97520 | $279,572 | $0 | FMV | FUNDING PROVIDED TO ASSIST WITH: EQUIPMENT PURCHASES, GENERAL EDUCATION, AND ENHANCEMENTS TO PATIENT CARE. |
| LA CLINICA | |||||||
| 3617 S PACIFIC HWY | MEDFORD | OR | 97501 | $20,000 | $0 | FMV | TO EXPAND SCHOOL-BASED HEALTH CENTER HOURS AT PHOENIX ELEMENTARY SCHOOL |
| MERCY FLIGHTS | |||||||
| 2020 MILLIGAN WAY | MEDFORD | OR | 97504 | $75,000 | $0 | FMV | PILOT THEIR MOBILE INTEGRATED HEALTHCARE PROGRAM |
| OHRA | |||||||
| 2350 ASHLAND ST | ASHLAND | OR | 97520 | $75,000 | $0 | FMV | CONVERT TWO ROOMS AT THE OHRA CENTER INTO CLINIC SPACE PROVIDING MEDICAL AND BEHAVIORAL HEALTH SERVICES |
| ROGUE VALLEY FARM TO SCHOOL | |||||||
| PO BOX 898 | ASHLAND | OR | 97520 | $15,000 | $0 | FMV | EXPAND THEIR DIGGING DEEPER SCHOOL GARDEN PROGRAM |
| ROGUE VALLEY MENTORING | |||||||
| 2931 S PACIFIC HWY | MEDFORD | OR | 97501 | $25,000 | $0 | FMV | SUPPORT SOCIAL-EMOTIONAL WELLNESS FOR TALENT MIDDLE SCHOOL STUDENTS |
| TALENT MAKER CITY | |||||||
| 304 E MAIN ST | TALENT | OR | 97540 | $12,500 | $0 | FMV | SUPPORT THEIR RISE-UP REBUILD WORKSHOP SERIES 2.0 TO AID RECOVERY FROM THE ALEMEDA FIRE. |
| UNITED WAY OF JACKSON COUNTY | |||||||
| 60 HAWTHORNE ST | MEDFORD | OR | 97504 | $7,000 | $0 | FMV | TO PARTNER ON IN THIS TOGETHER INITIATIVE AND BRING APPLIED SUIDICE INTERVENTION SKILLS TRAININGS TO ASHLAND AND TALENT |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ALLIED HEALTH ANC NURSING SCHOLARSHIPS AWARDED | GrantTypeTxt |
| Recipient | 41 | RecipientCnt |
| Cash Grant | $232,844 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I LINE 1 - MISSION STATEMENT | ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY. |
| FORM 990 PART III, LINE 4a - PROGRAM SERVICE ACCOMPLISHMENTS | PROGRAM SERVICE ACCOMPLISHMENTS ASANTE ASHLAND COMMUNITY HOSPITAL GRANTS - $279,573 AGE FRIENDLY INITIATIVE: $162,500 DONOR DESIGNATED FUNDS FOR HOSPITAL-BASED SERVICES HELPED FUND THE SECOND INSTALLMENT OF A $325,000 GRANT FOR STAFF EDUCATION AND TRAINING FOR THE AGE FRIENDLY INITIATIVE SUPPORTING GERIATRIC CARE AT ASHLAND'S HOSPITAL. CARDIAC CARE: $70,584 DONOR DESIGNATED GIFTS AND A BEQUEST THROUGH THE ELMER C. BIEGEL FAMILY MEMORIAL FOUNDATION SUPPORTED THE PURCHASE OF CARDIAC TELEMETRY EQUIPMENT AT ASHLAND'S HOSPITAL. DIAGNOSTIC IMAGING: $3,558 DONOR DESIGNATED GIFTS SUPPORTED THE IMAGING DEPARTMENT, INCLUDING CONTINUING EDUCATION FOR STAFF, AND MAMMOGRAPHY EQUIPMENT AND SUPPLIES. EMPLOYEE ASSISTANCE FUND: $5,937 DONOR DESIGNATED CONTRIBUTIONS SUPPORTED THREE EMPLOYEES AT ASHLAND'S HOSPITAL EXPERIENCING FINANCIAL HARDSHIP. HOLISTIC PATIENT CARE: $8,075 DONOR DESIGNATED GIFTS TO SUPPORT MUSIC AND MASSAGE THERAPY PROGRAMS AT ASHLAND'S HOSPITAL. NUTRITION SERVICES: $2,817 DONOR DESIGNATED GIFTS TO SUPPORT NUTRITIONAL SERVICES AT ASHLAND'S HOSPITAL. PATIENT CARE: $2,464 DESIGNATED GIFTS TO SUPPORT EMERGENCY CARE, LYMPHEDEMA TREATMENTS, WHEELCHAIRS, SPIRITUAL CARE, AND END-OF-LIFE CARE. RODDEN EDUCATION FUND: $2,900 TO PROVIDE SCHOLARSHIPS TO TWO EMPLOYEES IN ASHLAND HOSPITAL'S SURGICAL SERVICES DEPARTMENT TO ATTEND THE 2022 ACADEMY OF OPHTHALMOLOGY CONFERENCE. SCHOOL NURSE PROGRAM: $18,460 TO SUPPORT THE SCHOOL NURSE PROGRAM IN THE ASHLAND AND PHOENIX-TALENT SCHOOL DISTRICTS. SURGICAL SERVICES: $2,278 TO BENEFIT ORTHOPEDIC AND OUTPATIENT SURGICAL SERVICES. COMMUNITY HEALTH GRANTS: $230,165 ASHLAND SCHOOL DISTRICT: $665 GIFTS TO THE HELP OUR KIDS THRIVE CAMPAIGN SUPPORTED ROSETTA STONE FOR LANGUAGE LEARNERS. LA CLINICA: $20,000 TO EXPAND SCHOOL-BASED HEALTH CENTER HOURS AT PHOENIX ELEMENTARY SCHOOL AND KEEP THE CENTER OPEN YEAR-ROUND TO SUPPORT THE INCREASED NEED FOR BEHAVIORAL HEALTH SERVICES. MERCY FLIGHTS: $75,000 TO PILOT THEIR MOBILE INTEGRATED HEALTHCARE (MIH) PROGRAM FOR THE ASHLAND, TALENT, AND PHOENIX COMMUNITIES. OHRA: $75,000 TO CONVERT TWO ROOMS AT THE OHRA CENTER INTO CLINIC SPACE PROVIDING MEDICAL AND BEHAVIORAL HEALTH SERVICES. ROGUE VALLEY FARM TO SCHOOL: $15,000 TO EXPAND THEIR DIGGING DEEPER SCHOOL GARDEN PROGRAM DESIGNED TO CULTIVATE A CULTURE OF HEALTH WITHIN THE PHOENIX-TALENT ELEMENTARY SCHOOLS. ROGUE VALLEY MENTORING: $25,000 TO SUPPORT SOCIAL-EMOTIONAL WELLNESS FOR TALENT MIDDLE SCHOOL STUDENTS BY EXPANDING MENTORING CIRCLES FOR ALL 6TH AND 7TH GRADE STUDENTS, AND TWO CIRCLES FOR 8TH GRADERS. TALENT MAKER CITY: $12,500 TO SUPPORT THEIR RISE UP + REBUILD WORKSHOP SERIES 2.0 TO AID IN THE RECOVERY FROM THE ALMEDA FIRE. THE WORKSHOPS TEACH STUDENTS AND ADULTS DIRECTLY IMPACTED BY THE FIRE HOW TO CREATE AND BUILD NEEDED ITEMS THAT WERE LOST DURING THE FIRE. UNITED WAY OF JACKSON COUNTY: $7,000 TO PARTNER WITH THEM ON THEIR IN THIS TOGETHER INITIATIVE AND BRING TWO FREE APPLIED SUICIDE INTERVENTION SKILLS TRAININGS TO THE ASHLAND AND TALENT COMMUNITIES. SCHOLARSHIP AWARDS: $232,844 EVANS NURSING SCHOLARSHIPS: $165,994 THE WILLIAM G. & RUTH T. EVANS ENDOWED NURSING SCHOLARSHIP SUPPORTED SCHOLARSHIPS FOR 34 STUDENTS ENROLLED IN NURSING PROGRAMS AT ROGUE COMMUNITY COLLEGE AND OREGON HEALTH & SCIENCE UNIVERSITY - ASHLAND CAMPUS. ALLIED HEALTH SCHOLARSHIPS: $66,850 DONOR DESIGNATED GIFTS SUPPORTED THE CREATION OF ALLIED HEALTH SCHOLARSHIPS TO BENEFIT STUDENTS SEEKING CERTIFICATIONS AS MEDICAL ASSISTANTS, DENTAL ASSISTANTS, PHARMACY TECHNICIANS, AND PHLEBOTOMISTS AT ROGUE COMMUNITY COLLEGE. IN 2022, SEVEN STUDENTS RECEIVED SCHOLARSHIPS TOTALING $18,250, WITH THE REMAINING BALANCE AVAILABLE TO BE AWARDED TO INCOMING STUDENTS. FOOTNOTE: IN 2022 THE FOUNDATION PROVIDED MEETING ROOM SPACE TO THE ROTARY CLUB OF ASHLAND FOR THEIR BOARD AND COMMITTEE MEETINGS. |
| Form 990, Part VI, Section A, line 6 | FOUNDATION BOARD MEMBERS SERVE AS VOTING MEMBERS WITH AUTHORITY AND RESPONSIBILITY TO DEVELOP POLICIES, PROCEDURES, AND REGULATIONS NECESSARY TO OPERATE THE FOUNDATION, PARTICIPATE IN FUNDRAISING THROUGH PERSONAL CONTRIBUTIONS, AND PARTICPATE IN THE VARIOUS CAMPAIGNS NECESSARY TO FINANCE THE ONGOING OPERATION OF THE FOUNDATION. BOARD MEMBERS SERVE A THREE YEAR TERM (UNLESS ELECTED TO FILL AN UNEXPIRED TERM). |
| Form 990, Part VI, Section A, line 7a | THE OFFICERS SHALL BE ELECTED BY, AND SHALL SERVE AT THE PLEASURE OF, THE BOARD, AND SHALL HOLD THEIR RESPECTIVE OFFICES UNTIL THEIR RESIGNATION, REMOVAL, OR OTHER DISQUALIFICATION FROM SERVICE, OR UNTIL THEIR RESPECTIVE SUCCESSORS SHALL BE ELECTED. THE PRESIDENT SHALL BE ELECTED FOR A TWO-YEAR TERM OF OFFICE. VICE-PRESIDENT, SECRETARY AND TREASURER SHALL BE ELECTED ANNUALLY. |
| Form 990, Part VI, Section B, line 11b | THE ACH FOUNDATION HAS A STANDING ASSET MANAGEMENT COMMITTEE THAT MEETS QUARTERLY TO REVIEW FINANCIAL STATEMENTS, INCLUDING EXPENSES, INCOME, GRANTS, CASH DISBURSEMENTS, BALANCE SHEET, PROFIT AND LOSS, AND ANY AUDIT LETTERS. IN ADDITION, TIME IS ALLOCATED AT EACH QUARTERLY BOARD MEETING TO REVIEW FINANCIAL STATEMENTS AND THE ANNUAL AUDIT IS PRESENTED TO THE FULL FOUNDATION BOARD UPON ITS COMPLETION. BOTH THE ASSET MANAGEMENT COMMITTEE AND THE BOARD MONITOR THE FINANCIAL RESOURCES TO ENSURE THAT FUNDS ARE APPROPRIATELY ACCOUNTED FOR. THE FOUNDATION BOARD TREASURER REVIEWS THE FINANCIAL STATEMENTS ON A MONTHLY BASIS. FINANCIAL STATEMENTS: 1. THE ACH FOUNDATION IS NOT REQUIRED BY LAW TO UNDERGO AN AUDIT BY AN INDEPENDENT AUDITOR. 2. THE ACH FOUNDATION HAS NOT RECEIVED FEDERAL FUNDS THAT REQUIRES ONE OR MORE AUDITS. 3. THE ACH FOUNDATION BOARD HAS AN ESTABLISHED ASSET MANAGEMENT COMMITTEE WHICH MAKES RECOMMENDATIONS ON THE SELECTION OF THE INDEPENDENT AUDITOR TO THE FOUNDATION BOARD. IN ADDITION, THEY OVERSEE THE INDEPENDENT AUDITOR. 4. THE ACH FOUNDATION CURRENTLY HAS FINANCIAL STATEMENTS COMPILED BY AN INDEPENDENT ACCOUNTANT AND AUDITED ANNUALLY BY A QUALIFIED THIRD-PARTY. |
| Form 990, Part VI, Section B, line 12c | ALL BOARD MEMBERS ARE EXPECTED TO ACCEPT AND ADHERE TO POLICIES AND HOLD FELLOW BOARD MEMBERS AND STAFF TO THE SAME STANDARDS. MONITORING OF SUCH IS ONGOING. |
| Form 990, Part VI, Section C, line 18 | THE FOUNDATION'S DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION MAY BE REQUESTED FOR VIEWING BY CONTACTING THE FOUNDATION'S OFFICE. |
| Form 990, Part VI, Section C, line 19 | THE FOUNDATION'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND BY VISITING THE WEBSITE WWW.ACHFOUNDATION.ORG |
| Form 990, Part XI, line 9: | CHANGE IN MARKET VALUE OF TRUST ASSETS -10,623. IN-KIND EXPENSES -23,475. |
| FINANCIAL STATEMENT AND AUDIT OVERSIGHT | THE OVERSIGHT OR SELECTION PROCESS HAS NOT CHANGED DURING THE YEAR. |
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