2021-11-02T08:27:44-05:00 2020-12-31 541802979 DON ANDERSON & ASSOCIATES LTD P O BOX 517 COLONIAL HEIGHTS VA 23834 990 2020-01-01 830458666 SOUTHSIDE HEALTH EDUCATION FOUNDATION SOUT 8045264848 PO BOX 867 COLONIAL HEIGHTS VA 238340867 RICHARD YATES CHAIR 8045264848 2021-09-04 1 RICHARD YATES XXX-XX-XXXX DON ANDERSON P00239432 8045264848 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z RICHARD YATES PO BOX 867 COLONIAL HEIGHTS VA 238340867 411786 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 310133 337327 1425 0 58932 74459 5 0 370495 411786 304786 334300 0 0 3230 0 0 0 0 29335 12079 337351 346379 33144 65407 2803016 3208517 207653 224316 2595363 2984201 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 334300 334300 SCHOLARSHIPS WERE AWARDED TO 140 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 SHCOLARSHIPS. 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. 3454 SHEF'S SOUTHSIDE CAREERS EXPLORING PROGRAM SERVES THE REGION'S YOUTH, AGES 12-20, AND PROVIDES A HANDS-ON INTRODUCTION TO THE REGION'S HEALTH EMPLOYERS, HEALTH CAREER OPPORTUNITY, OPPORTUNITIES FOR TRAINING, AND INFORMATION ON FINANCIAL ASSISTANCE. 337754 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 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 337327 337327 74459 74459 411786 0 0 74459 334300 334300 225 225 8400 8400 491 491 294 294 199 199 EXPLORERS CAMP 2080 2080 DUES AND SUBSCRIPTIONS 390 390 346379 337754 8625 0 176156 191544 207664 201507 1253 829 718 424 2418478 2815042 2803016 3208517 205626 224316 2027 0 207653 224316 X 899570 1462246 1695793 1521955 2595363 2984201 2803016 3208517 X 65407 323430 1 X X 0 0 0 X 347019 285962 292865 310133 337327 1573306 347019 285962 292865 310133 337327 1573306 1573306 37910 41044 48425 58932 74459 260770 4884 4235 625 1430 11174 1845250 0.85260 0.86730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2451885 1000 372043 300 2824628 2112538 3500 338647 2800 2451885 2182456 1000 -68618 2300 2112538 1981628 1000 214878 15050 2182456 1906845 1000 86781 12998 1981628 0 0 1253 829 424 424 PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED FOR AWARDING OF SCHOLARSHIPS IN HEALTH CARE CAREERS 1 NURSING SCHOLARSHIPS 140 334300 PART I, LINE 2: SCHOLARSHIP REQUESTS ARE RECEIVED AND REVIEWED BY MEMBERS OF THE SCHOLARSHIP COMMITTEE WHICH PRESENTS PROPOSED SLATES OF CANDIDATES TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. PRIOR TO APPROVING ALL SCHOLARSHIP AWARDS, THE BOARD OF DIRECTORS CONFIRMS THAT NO CONFLICTS OF INTEREST ARE PRESENT. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST MUST EXCUSE HIM OR HERSELF FROM VOTING ON SCHOLARSHIP RECIPIENTS. WHEN SCHOLARSHIPS ARE AWARDED, A CHECK IS MADE OUT TO BOTH THE APPROPRIATE SCHOOL AND THE STUDENT. DETAILED RECORDS ARE KEPT OF EACH AMOUNT AWARDED. WRITTEN CRITERIA AND AWARD ARRANGEMENTS ARE SIGNED BY BOTH THE RECIPIENTS AND THE SCHOOLS. AWARDS ARE RETURNED IF CRITERIA ARE NOT MET. 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.