ST MARYS HEALTH WAGON: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ST MARYS HEALTH WAGON (EIN 04-3739083)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-02
IRS object ID
202102759349300700
Schema version
2020v4.0
Note
A later return for the same period supersedes this one.
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)
Return2021-10-02T09:17:06-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541283622PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Larry D Sturgill CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 2080AddressLine1Txt
CityWISECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24293ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043739083EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ST MARYS HEALTH WAGON INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTMABusinessNameControlTxt
Phone2763288850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7070AddressLine1Txt
CityWISECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24293ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTERESA TYSONPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2021-05-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTERESAPersonFirstNm
Person LastTYSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLARRY D STURGILLPreparerPersonNm
PTINP00381273PTIN
Phone2763289593PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7070AddressLine1Txt
CityWISECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24293ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,042,434GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressTHEHEALTHWAGON.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionThe Health Wagon serves as the oldest free mobile clinic in the nation and embraces a mission that "provides compassionate, quality health care to the medically underserved people" in the impoverished mountains of Central Appalachia. The Health Wagon champions the values of inclusiveness, community outreach, collaboration, spirituality, and empowerment. It is a free nurse-managed health clinic consisting of two stationary and four mobile clinics. The Health Wagon serves as the only dedicated safety net for those living in the farthest part of southwest Virginia. The clinics leadership in the healthcare sector has garnered notable recognition including interviews in media that include 60 Minutes, Nightline, CBS Nightly News, Inside Edition, Washington Post and the New York Times along with other extensive media attention regarding efforts to provide access to health care to the poor and marginalized population in the Appalachian region. The Health Wagon is a recognized leader in healthActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee57TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$3,993,248PYContributionsGrantsAmt
CY Contributions Grants$5,305,902CYContributionsGrantsAmt
PY Program Service Revenue$61,128PYProgramServiceRevenueAmt
CY Program Service Revenue$101,225CYProgramServiceRevenueAmt
PY Investment Income$871,187PYInvestmentIncomeAmt
CY Investment Income$635,307CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,925,563PYTotalRevenueAmt
CY Total Revenue$6,042,434CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,053,499PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,589,094CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$286,612CYTotalFundraisingExpenseAmt
PY Other Expenses$1,069,682PYOtherExpensesAmt
CY Other Expenses$1,702,366CYOtherExpensesAmt
PY Total Expenses$3,123,181PYTotalExpensesAmt
CY Total Expenses$4,291,460CYTotalExpensesAmt
PY Revenues Less Expenses$1,802,382PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,750,974CYRevenuesLessExpensesAmt
Total Assets BOY$9,588,163TotalAssetsBOYAmt
Total Assets EOY$11,715,726TotalAssetsEOYAmt
Total Liabilities BOY$121,055TotalLiabilitiesBOYAmt
Total Liabilities EOY$497,644TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,467,108NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,218,082NetAssetsOrFundBalancesEOYAmt
MissionThe Health Wagon serves as the oldest free mobile clinic in the nation and embraces a mission that "provides compassionate, quality health care to the medically underserved people" in the impoverished mountains of Central Appalachia. The Health Wagon champions the values of inclusiveness, community outreach, collaboration, spirituality, and empowerment. It is a free nurse-managed health clinic consisting of two stationary and four mobile clinics. The Health Wagon serves as the only dedicated safety net for those living in the farthest part of southwest Virginia. The clinics leadership in the healthcare sector has garnered notable recognition including interviews in media that include 60 Minutes, Nightline, CBS Nightly News, Inside Edition, Washington Post and the New York Times along with other extensive media attention regarding efforts to provide access to health care to the poor and marginalized population in the Appalachian region. The Health Wagon is a recognized leader in healthMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$3,772,406ExpenseAmt
Desc** See Schedule O **Desc
Total Program Service Expenses$3,772,406TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee57EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonTERESA TYSONPersonNm
Phone2763288850PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15626 PATRIOT DRIVEAddressLine1Txt
CityWISECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24293ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DR ROSS ISAACS MD
Director0.000.00Yes (X)Yes (X)$0$0$0
ROGER RAMEY
Director0.000.00Yes (X)$0$0$0
VALARIE STEWART
Treasurer0.000.00Yes (X)Yes (X)$0$0$0
PATRICIA SONNER
Secretary0.000.00Yes (X)Yes (X)$0$0$0
CHARLES KISER
Director0.000.00Yes (X)$0$0$0
SHIRLEY WOODWARD
Director0.000.00Yes (X)$0$0$0
KERMIT ANDERSON
Vice President0.000.00Yes (X)Yes (X)$0$0$0
JENNIFER HAMMONS
Director0.000.00Yes (X)$0$0$0
MARY WHITE
Director0.000.00Yes (X)$0$0$0
GORDON SCOTT
Director0.000.00Yes (X)$0$0$0
DR JOSEPH F SMIDDY
Chairman0.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Government Grants$1,544,389GovernmentGrantsAmt
All Other Contributions$3,761,513AllOtherContributionsAmt
Noncash Contributions$26,881NoncashContributionsAmt
Total Contributions$5,305,902TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEDICAL FEE'SDesc
Total Revenue Column$101,225TotalRevenueColumnAmt
Related Or Exempt Func Income$101,225RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$101,225TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$635,307TotalRevenueColumnAmt
Exclusion$635,307ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,042,434TotalRevenueColumnAmt
Related Or Exempt Func Income$101,225RelatedOrExemptFuncIncomeAmt
Exclusion$635,307ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,078,294TotalAmt
Program Services$1,798,461ProgramServicesAmt
Management And General$103,915ManagementAndGeneralAmt
Fundraising$175,918FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$135,640TotalAmt
Program Services$116,650ProgramServicesAmt
Management And General$6,782ManagementAndGeneralAmt
Fundraising$12,208FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$225,990TotalAmt
Program Services$194,352ProgramServicesAmt
Management And General$11,299ManagementAndGeneralAmt
Fundraising$20,339FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$149,170TotalAmt
Program Services$128,253ProgramServicesAmt
Management And General$7,459ManagementAndGeneralAmt
Fundraising$13,458FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$58,333TotalAmt
Program Services$55,418ProgramServicesAmt
Management And General$2,915ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$68,501TotalAmt
Management And General$68,501ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$18,350TotalAmt
Program Services$18,350ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$21,936TotalAmt
Fundraising$21,936FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$12,295TotalAmt
Program Services$11,680ProgramServicesAmt
Management And General$615ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$170,256TotalAmt
Program Services$161,744ProgramServicesAmt
Management And General$8,512ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$59,204TotalAmt
Program Services$56,288ProgramServicesAmt
Management And General$2,916ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$82,870TotalAmt
Program Services$78,727ProgramServicesAmt
Management And General$4,143ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$63,150TotalAmt
Program Services$59,993ProgramServicesAmt
Management And General$3,157ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
GRANT CAPITAL PURCHASES$502,500$502,500
PATIENT SERVICE EXPENSE$162,851$162,851
CONSULTING SERVICES$113,564$113,564
SUPPLIES$52,755$50,117$2,638

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$315,801TotalAmt
Program Services$263,458ProgramServicesAmt
Management And General$9,590ManagementAndGeneralAmt
Fundraising$42,753FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,291,460TotalAmt
Program Services$3,772,406ProgramServicesAmt
Management And General$232,442ManagementAndGeneralAmt
Fundraising$286,612FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,597,561BOYAmt
EOY$2,599,792EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$210,474BOYAmt
EOY$225,173EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,933,597LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$513,531LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$876,119BOYAmt
EOY$2,420,066EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$5,507,448BOYAmt
EOY$6,125,508EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$396,561BOYAmt
EOY$345,187EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,588,163BOYAmt
EOY$11,715,726EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$18,026BOYAmt
EOY$20,804EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$103,029BOYAmt
EOY$476,840EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$121,055BOYAmt
EOY$497,644EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,383,137BOYAmt
EOY$10,537,191EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,083,971BOYAmt
EOY$680,891EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,467,108BOYAmt
EOY$11,218,082EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,588,163BOYAmt
EOY$11,715,726EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,750,974ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (true)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

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

FieldValueIRS element (for citing)
Donor Advised Funds Held1DonorAdvisedFundsHeldCnt
Donor Advised Funds Vl EOY$124,000DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlfalseDisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsfalseDisclosedForCharitablePrpsInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$93,000InvestmentCostOrOtherBasisAmt
Book Value$93,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,714,984InvestmentCostOrOtherBasisAmt
Depreciation$103,655DepreciationAmt
Book Value$1,611,329BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$165,214InvestmentCostOrOtherBasisAmt
Depreciation$9,822DepreciationAmt
Book Value$155,392BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$960,399InvestmentCostOrOtherBasisAmt
Depreciation$400,054DepreciationAmt
Book Value$560,345BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,420,066TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
ACCRUED COMPENSATED ABSENCES$52,395
BB&T PPP LOAN$313,200
CREDIT CARD PAYABLE$6,219
INTERFUND PAYABLE$603
PAYROLL WITHHOLDINGS$2,474
Rounding$1
SALARIES PAYABLE$101,948
FieldValueIRS element (for citing)
Total Liability$476,840TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$6,042,434TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$6,042,434RevenueSubtotalAmt
Total Revenue Per Form990$6,042,434TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,291,460TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$4,291,460ExpensesSubtotalAmt
Total Expenses Per Form990$4,291,460TotalExpensesPerForm990Amt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$26,881NoncashContributionsRptF990Amt
Method Of Determining RevenuesSALE BASISMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessThe 990 goes through an extensive review process. Internally, the 990 return is prepared by Larry Sturgill, CPA, an independent accounting firm, and a draft of Form 990 tax return is sent to the President and CEO and senior management for an internal review. The Health Wagon's financial liaison further reviews the 990 tax return after managment and makes changes if needed.The final reviewed copy of the 990 tax return is sent to the President and CEO. The President and CEO distributes the final copy to the Finance Committee for final review and thereafter with the Board of Trustees. Larry Sturgill, CPA presents the 990 tax return to the full Board of Trustees and a vote is tendered to accept the final form. The final 990 tax return is given to the President and CEO for signature and a copy is given to all seated Board of Trustees before filing with the IRS.In addition to the procedures noted above, programs are routinely monitored post-implementation and are reviewed for independently contracted financial audits to ensure the cost incurred and claimed have been properly reported and reasonably stated in compliance with terms of the agreement. Additionally,internal audits are conducted to ensure the quality of completed projects.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsThe Health Wagon conducts annual board training, including periodic training on The Health Wagons conflict of interest policy, the annual disclosures required, and the process for review and approval of any related party transactions. The Executive committee of the Board of Directors, with the assistance of general counsel, oversees the submission of the annual disclosures by the directors, officers, trustees, and key employees, reviews the disclosures to determine whether there are interests that could give rise to conflicts, and monitors overall compliance with the policy. If any actual or potential conflicts were to arise, the general counsel would work with the Executive Committee, the Board of Trustees, and management, as appropriate, to facilitate the assessment of the fairness of the deliberations or voting regarding the transaction and otherwise monitor compliance with the policy. The Health Wagon has a conflict of interest statement and trustees are asked to sign annually. In connection with any actual or possible conflict of interest, any trustees, officer, key employee or member of a committee with the governing board must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the Board of Trustees and/or members of the committee considering the proposed transactions, initiatives, or arrangements. Each Board of Trustee shall annually sign a statement which affirms such person:a.Has received a copy of the conflict of interest policy,b.Has read and understands the conflict of interest policy, c.Has agreed to comply with the conflict of interest policyInterested persons shall disclose or update their interests that may have conflicting interests, family members or other business dealings. This can include any type of transactions or affiliations with businesses arising from any family members or their dealings.To ensure The Heath Wagon continues to operate in a manner that is consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic and consistent reviews yearly will be done. It will entail a.Whether compensation arrangement and benefits are reasonable.b.If joint partnerships and ventures are consistent with The Health wagons written policies and procedures. That they are properly recorded, include reasonable investment or payment for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction.c.Whether the Board of directors and all of those committed to The Health Wagons cause are properly implementing this conflict interest of interest policy.d.Whether any improvements should be made to this conflict of interest policy.When complying with this conflict of interest policy the Health Wagon may, but not need, use outside counsel and if indeed they are used their use shall not relieve the board of directors of its responsibility under this conflict of interest policy.If the Board of directors determines that there is a conflict of interest it shall adhere to the following proceduresa.The chairperson of the board shall appoint someone that is not of interest to investigate the proposed transaction or arrangement.b.After exercising due diligence, the board of directors shall make a determination whether the health wagon can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a conflict of interest.If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a conflict of interest, the board of directors will make a determination by a majority vote of the disinterested board members only whether to continue with said transactions.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top ManagementThe Health Wagons Board of Trustees and/or personnel committee uses appropriate comparability data gathered largely from Guidestars Nonprofit Compensation Report along with professional health care professional data sources and contemporaneous documentation regarding compensation of the President and CEO. Guidestars Nonprofit Compensation Report allows for independent compensation reviews and confirms large scale nonprofit compensation analysis based entirely on IRS data. The President and CEOs salary is supported by grants, typically federal, and does not come from individual donations. The President and CEO serves as the project officer on several grants usually involving health metrics and high-level programmatic implementation for advancing health care for the region. Also, she serves as a nurse practitioner serving in a clinician role. The most recent compensation review occurred in 2020.
Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key EmployeesThe Health Wagon purchases a widely used independent compensation survey published by Guidestars Nonprofit Compensation Guide. The President and CEO and/or Personnel Committee performs an annual evaluation and compensation review of key employees. The most recent compensation review occurred in 2020.
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableGoverning Documents Disclosure Explanation Summary: The Health Wagons governing documents, conflict of interest policy, and form 990s are available to the public upon request by emailing drtysonnp@thhealthwagon.org. The organization's annual reports and annual financial statements are available online at www.thehealthwagon.org.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1APPALACHIAN CENTER FOR EXECELLENCE INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 90AddressLine1Txt
CityCOEBURNCityNm
State AbbreviationVAStateAbbreviationCd
ZIP24230ZIPCd
FieldValueIRS element (for citing)
EIN833107705EIN
Primary ActivitiesHEALTH CARE/CLINICPrimaryActivitiesTxt
Legal Domicile StateVALegalDomicileStateCd
Exempt Code Section501(3)(c)ExemptCodeSectionTxt
Public Charity Status170 (b)(1)(A) (iii)PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1APPALACHIAN CENTER FOR EXECELLENCE INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeeTransactionTypeTxt
Involved$344,584InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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