2023-11-15T07:33:22-06:00 2022-12-31 541802979 DON ANDERSON & ASSOCIATES LTD P O BOX 517 COLONIAL HEIGHTS VA 23834 990 2022-01-01 830458666 SOUTHSIDE HEALTH EDUCATION FOUNDATION SOUT 8045264848 PO BOX 867 COLONIAL HEIGHTS VA 238340867 RICHARD YATES CHAIR 8045264848 2023-11-11 1 RICHARD YATES XXX-XX-XXXX 1 DON ANDERSON P00239432 8045264848 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD YATES PO BOX 867 COLONIAL HEIGHTS VA 238340867 77867 0 X WWW.SHEFVA.ORG X 2006 VA SOUTHSIDE HEALTH EDUCATION FOUNDATION (SHEF) PROVIDES FINANCIAL EDUCATIONAL ASSISTANCE TO RESIDENTS OF SOUTHSIDE VIRGINIA WHO HAVE THE DESIRE AND AMBITION TO BECOME HEALTH CARE PROVIDERS BUT WHO LACK SUFFICIENT FINANCIAL RESOURCES. SHEF ALSO SERVES AS A RESOURCE FOR INFORMATION THAT SUPPORTS HEALTH CARE OPPORTUNITIES IN OUR COMMUNITY. 8 8 0 0 0 0 341000 1005 35 0 100915 76862 53 0 442003 77867 340300 300 0 0 0 0 0 0 0 10197 11331 350497 11631 91506 66236 3748458 2824305 372894 0 3375564 2824305 THE RECEIPT AND DISTRIBUTION OF SCHOLARSHIP FUNDS, LOANS AND OTHER FUNDS TO QUALIFIED INDIVIDUALS WHO ARE AFFILIATED WITH THE CHARITIES SERVICE AREA AND WHO WISH TO PURSUE AN EDUCATION IN A HEALTH-RELATED FIELD. 0 0 2206 300 1005 SCHOLARSHIPS WERE AWARDED TO 61 RECIPIENTS. SCHOLARSHIP FUNDS WERE A RESULT OF DONATIONS FROM THE LETTIE PATE WHITEHEAD FOUNDATION,WHOSE FUNDS WERE DESIGNATED TO BE USED TO PROVIDE SCHOLARSHIPS TO CHRISTIAN WOMEN WHO RESIDE IN ONE OF THE SPECIFIED STATES OF AL, FL, GA, LA, MS, NC, SC, TN OR VA,PUBLIC SUPPORT DIRECTLY AND FROM PRIOR AND CURRENT FUNDS DESIGNATED FOR SCHOLARSHIPS. SCHOLARSHIPS WERE ALSO FUNDED BY THE LYONS-LIPCHAK FUND AND SOUTHSIDE HEALTH EDUCATION FOUNDATION. THE SCHOLARSHIPS WERE AWARDED TO INDIVIDUALS PERSUING A DEGREE IN THE FIELD OF NURSING. 2206 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X DON ANDERSON & ASSOCIATES LTD 8045264848 PO BOX 517 COLONIAL HEIGHTS VA 23834 X NANCY MCNEER SECRETARY 1.00 X X 0 0 0 KAREN FAISON DIRECTOR 1.00 X 0 0 0 RICHARD MIKE YATES CHAIR, CEO 1.00 X X 0 0 0 YARDLEY FARQUHARSON DIRECTOR 1.00 X 0 0 0 DEBORAH GARTER CLTC DIRECTOR 1.00 X 0 0 0 BETTY SUE HROUDA RN TREASURER 1.00 X X 0 0 0 KENNETH L CORTRIGHT VICE CHAIR 1.00 X X 0 0 0 JENNI JOHNSON DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1005 1005 76862 76862 77867 0 0 76862 300 300 225 225 9200 9200 198 198 927 927 102 102 679 679 11631 2206 9425 0 331328 5811 201639 146343 1253 1100 255 153 3215236 2671998 3748458 2824305 372894 372894 0 X 1682957 1538144 1692607 1286161 3375564 2824305 3748458 2824305 X 66236 -617496 1 X X 1 X 0 0 0 X 292865 310133 337327 340300 1005 1281630 292865 310133 337327 340300 1005 1281630 1281630 48425 58932 74459 100915 76862 359593 625 1430 88 2143 1643366 0.77990 0.82590 X 3157575 1000 -530836 300 2627439 2824628 1000 332247 300 3157575 2451885 1000 372043 300 2824628 2112538 3500 338647 2800 2451885 2182456 1000 -68618 2300 2112538 0 0 1253 1100 153 153 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED FOR AWARDING OF SCHOLARSHIPS IN HEALTH CARE CAREERS FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PROVIDED TO THE EXECUTIVE DIRECTOR. ITEMS ON THE RETURN ARE REVIEWED AND ANY QUESTIONS ARE DISCUSSED WITH THE TAX PREPARER. THE EXECUTIVE DIRECTOR PRESENTS THE RETURN TO THE BOARD FOR THEIR APPROVAL. THE RETURN IS SIGNED BY THE CHAIR AND TREASURER. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE STATEMENTS ARE SUBMITTED BY THE BOARD EACH JANUARY. IN ADDITION, BOARD MEMBERS MUST DISCLOSE ANY CONFLICT WITH ANY PROPOSED SCHOLARSHIP RECIPIENT AT THE TIME SCHOLARSHIP AWARDS ARE APPROVED. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE DIRECTOR'S SALARY WAS REVIEWED BY THE BOARD OF DIRECTORS AND AN INDEPENDENT ACCOUNTANT. PERFORMANCE, EXPECTATIONS, AND ACCOUNTABILITY WERE REVIEWED. A COMPARISON WAS DONE ON COMPENSATION PACKAGES IN THE VICINITY. NO COMPENSATION WAS PAID FOR THE CALENDAR YEAR 2020. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS MAY BE SEEN BY SCHEDULING AN APPOINTMENT WITH THE SHEF CHIEF FINANCIAL OFFICER AT 804-526-4848. FORM 990, PART XI, LINE 9: ROUNDING 1. FORM 990, PART XII, LINE 2C NO CHANGE HAS BEEN MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT.