2023-10-10T14:41:46-05:00 2022-12-31 204749363 ISLER MEDFORD LLC 839 ALDER CREEK DR MEDFORD OR 97504 990 2022-01-01 930691238 ASHLAND COMMUNITY HOSPITAL FOUNDATION ASHL 5414820367 123 CLEAR CREEK DRIVE 101 ASHLAND OR 97520 CINDY BERNARD PRESIDENT 5414820367 2023-10-10 1 CINDY BERNARD XXX-XX-XXXX 0 CAROLYN M RYDER P00033827 5417797641 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ASHLAND COMMUNITY HEALTH FOUNDATION JANET TROY 123 CLEAR CREEK DRIVE 101 ASHLAND OR 97520 5590072 0 X WWW.ACHFOUNDATION.ORG X 1977 OR 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. 13 0 4 0 280000 0 491022 396857 392542 38353 613092 264096 282372 278480 1779028 977786 608927 742581 0 0 340674 331639 0 0 0 367710 344897 1317311 1419117 461717 -441331 12070384 9713669 230382 176858 11840002 9536811 X ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY. 0 0 806361 742581 13803 See Schedule O 5379 38353 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. 811740 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 4 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 0 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OR X X BURNS AND COMPANY CPAS LLC 5414823711 1101 SISKIYOU BLVD ASHLAND OR 97520 KAREN DRESCHER DIRECTOR 2.00 X 0 0 0 LAUREL KIICHLI DIRECTOR 2.00 X 0 0 0 JANE STROMBERG DIRECTOR 2.00 X 0 0 0 MELISSA GRUDIN SECRETARY 2.00 X X 0 0 0 LARRY GIBBS DIRECTOR 2.00 X 0 0 0 TIFFANIE LAMBERT DIRECTOR 2.00 X 0 0 0 JEFFERY MCCULLOUGH DIRECTOR 2.00 X 0 0 0 GARRISON TURNER DIRECTOR 2.00 X 0 0 0 LIZ MURPHY DIRECTOR 2.00 X 0 0 0 JUDITH PAVLIK DIRECTOR 2.00 X 0 0 0 CINDY BERNARD PRESIDENT 2.00 X 0 0 0 ED COLSON PAST PRESIDENT 2.00 X 0 0 0 ZEPH ROBERTSON TREASURER 2.00 X 0 0 0 JANET TROY EXECUTIVE DIRECTOR 40.00 X 111988 0 0 111988 0 0 1 0 0 0 0 396857 396857 RENT OF MED FACILITIES 531390 38353 38353 38353 248773 248773 280000 0 280000 280000 280000 4627609 4612286 15323 15323 15323 MISCELLANEOUS INCOME 561000 -1520 -1520 -1520 977786 52156 280000 248773 509737 509737 232844 232844 111988 111988 185763 185763 9292 9292 24596 24596 41080 41080 57572 57572 2758 2758 18631 18631 43871 43871 4624 4624 5939 4007 1932 8771 8771 CONSULTING FEES 69516 69516 CAMPAIGN EXPENSES 34442 34442 DONOR RELATIONS 28905 28905 BOARD RECOGNITION AND D 14048 14048 14740 1805 12935 1419117 811740 607377 0 85533 53963 240732 165407 110820 5025 2303 7355 7499 578902 108362 476479 470540 11145965 9005432 3500 3500 12070384 9713669 12221 6557 218161 170301 230382 176858 X 4622596 3371087 7217406 6165724 11840002 9536811 12070384 9713669 X -441331 -1851237 23475 -34098 X X 0 1 X 1 0 X 946264 550478 723175 491022 396857 3107796 946264 550478 723175 491022 396857 3107796 3107796 386990 497277 535673 560484 565606 2546030 5653826 0.54970 0.56760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5129869 172297 -753173 248923 26987 4273083 4602662 557704 661812 663980 28329 5129869 4117624 49194 609187 148890 24452 4602662 3527865 61647 694377 143223 23042 4117624 3821054 60458 -189473 140883 23291 3527865 0 0 411472 411472 157771 104015 53756 9659 4347 5312 470540 MUTUAL FUNDS 8789723 F UNITRUST ASSETS 215709 F 9005432 ANNUITY OBLIGATION 136995 DEPOSITS 2600 ACCRUED PAYROLL 30706 170301 X 0 0 0 0 0 1442592 23475 23475 1419117 0 1419117 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. 0 ASANTE ASHLAND COMMUNITY HOSPITAL 280 MAPLE STREET ASHLAND OR 97520 279572 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 20000 0 FMV TO EXPAND SCHOOL-BASED HEALTH CENTER HOURS AT PHOENIX ELEMENTARY SCHOOL MERCY FLIGHTS 2020 MILLIGAN WAY MEDFORD OR 97504 75000 0 FMV PILOT THEIR MOBILE INTEGRATED HEALTHCARE PROGRAM OHRA 2350 ASHLAND ST ASHLAND OR 97520 75000 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 15000 0 FMV EXPAND THEIR DIGGING DEEPER SCHOOL GARDEN PROGRAM ROGUE VALLEY MENTORING 2931 S PACIFIC HWY MEDFORD OR 97501 25000 0 FMV SUPPORT SOCIAL-EMOTIONAL WELLNESS FOR TALENT MIDDLE SCHOOL STUDENTS TALENT MAKER CITY 304 E MAIN ST TALENT OR 97540 12500 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 7000 0 FMV TO PARTNER ON IN THIS TOGETHER INITIATIVE AND BRING APPLIED SUIDICE INTERVENTION SKILLS TRAININGS TO ASHLAND AND TALENT ALLIED HEALTH ANC NURSING SCHOLARSHIPS AWARDED 41 232844 FMV 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.