ASANTE FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ASANTE FOUNDATION (EIN 93-6087366)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-08-16
IRS object ID
202142289349301529
Schema version
2019v5.2
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)
Return2021-08-16T11:33:53-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN930623286PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALDRICH CPAS AND ADVISORS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15665 SW MEADOWS RD SUITE 200AddressLine1Txt
CityLAKE OSWEGOCityNm
State AbbreviationORStateAbbreviationCd
ZIP97035ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN936087366EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASANTE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASANBusinessNameControlTxt
Phone5417894103PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12650 SISKIYOU BLVDAddressLine1Txt
CityMEDFORDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97504ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREG WOJTALPersonNm
Person TitleCFOPersonTitleTxt
Phone5417894103PhoneNum
Signature2021-08-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOYLYN M ANKENEY CPAPreparerPersonNm
PTINP00366587PTIN
Phone5036204489PhoneNum
Preparation2021-08-05PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREG WOJTALPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12650 SISKIYOU BLVDAddressLine1Txt
CityMEDFORDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97504ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$36,698,940GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ASANTE.ORG/GIVINGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1973FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionTO SUPPORT ASANTE, A 501(C)(3) HEALTHCARE SYSTEM WHICH SERVES THE HEALTHCARE NEEDS OF THE CITIZENS OF SOUTHERN OREGON AND NORTHERN CALIFORNIA.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent23VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$2,536TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,536NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,046,676PYContributionsGrantsAmt
CY Contributions Grants$3,948,548CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,527,676PYInvestmentIncomeAmt
CY Investment Income$996,964CYInvestmentIncomeAmt
PY Other Revenue$483,238PYOtherRevenueAmt
CY Other Revenue$37,732CYOtherRevenueAmt
PY Total Revenue$5,057,590PYTotalRevenueAmt
CY Total Revenue$4,983,244CYTotalRevenueAmt
PY Grants And Similar Paid$1,373,476PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,169,691CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,177,575PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,377,631CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$728,516PYOtherExpensesAmt
CY Other Expenses$987,862CYOtherExpensesAmt
PY Total Expenses$3,279,567PYTotalExpensesAmt
CY Total Expenses$3,535,184CYTotalExpensesAmt
PY Revenues Less Expenses$1,778,023PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,448,060CYRevenuesLessExpensesAmt
Total Assets BOY$31,448,803TotalAssetsBOYAmt
Total Assets EOY$34,856,407TotalAssetsEOYAmt
Total Liabilities BOY$1,684,005TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,455,397TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$29,764,798NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$32,401,010NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ASANTE FOUNDATION'S PRIMARY EXEMPT PURPOSE IS TO RAISE MONIES AND IN-KIND DONATIONS TO FURTHER THE EXEMPT PURPOSE OF ASANTE, A 501(C)(3) HOSPITAL AND HEALTHCARE SYSTEM WHICH SERVICES THE HEALTHCARE NEEDS OF THE CITIZENS OF SOUTHERN OREGON AND NORTHERN CALIFORNIA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,746,304ExpenseAmt
Grant$735,898GrantAmt
DescDURING THE TAX YEAR, THE ASANTE FOUNDATION'S LARGEST PROGRAM SERVICE ACCOMPLISHMENT IS RAISING $2,131,163 IN DONATIONS TO BENEFIT VARIOUS DEPARTMENTS AND CAPITAL PROJECTS AT ROGUE REGIONAL MEDICAL CENTER (RRMC), A 378 LICENSED BED HOSPITAL LOCATED IN MEDFORD, OREGON.OF THE CAPITAL PROJECTS,$311,000 WAS DONATED FOR THE EXPANSION OF THE PAVILION, AND OVER $211,000 WAS DONATED TO SUPPORT THE CONSTRUCTION OF A NEW CANCER CENTER.THE ASANTE FOUNDATION ALSO HELPS SUPPORT NUMEROUS CLINICAL DEPARTMENTS AT RRMC. THIS INCLUDES GENEROUS DONATIONS OF $123,000 TO THE BEHAVIORAL HEALTH YOUTH SERVICES WHICH WILL ALLOW FOR AFTER SCHOOL RESILIENCY PROGRAMS. ROUGHLY $64,000 WAS DONATED TO SUPPORT THE FRANCIS CHENEY FAMILY PLACE WHICH OFFERS PATIENTS THAT HAVE TO TRAVEL LONG DISTANCES LOW OR NO COST HOUSING WHILE RECEIVING TREATMENT(S). OTHER DONATIONS HELP SUPPORT THE WOMEN'S IMAGING CENTER, THE EMERGENCY DEPARTMENT, THE MENTAL HEALTH DEPARTMENT, FAMILY HOUSE, NURSE EDUCATION, THE DUBS CANCER CENTER AND MANY MORE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$352,102ExpenseAmt
Grant$148,377GrantAmt
DescTHE ASANTE FOUNDATION'S SECOND LARGEST PROGRAM SERVICE ACCOMPLISHMENT IS RAISING $409,705 IN DONATIONS TO HELP SUPPORT VARIOUS DEPARTMENTS AND CAPITAL PROJECTS AT THREE RIVERS MEDICAL CENTER (TRMC), A 125 LICENSED BED HOSPITAL LOCATED IN GRANTS PASS, OREGON.OF THE CAPITAL PROJECTS, $119,000 WAS DONATED FOR THE EXPANSION OF THE EMERGENCY DEPARTMENT, AND OVER $24,000 FOR A NEW CANCER CENTER.IN ADDITION TO CAPITAL PROJECTS, GENEROUS DONATIONS OF NEARLY $19,00 WERE MADE FOR FREE MAMMOGRAMS AND BREAST CANCER EDUCATION FOR UNINSURED WOMEN IN THE AREA. OTHER DEPARTMENTS THAT BENEFITED FROM FOUNDATION DONATIONS INCLUDE THE IMAGING DEPARTMENT, DIABETES EDUCATION, FAMILY BIRTH AND MANY MORE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$677,300ExpenseAmt
Grant$285,416GrantAmt
DescTHE ASANTE FOUNDATION'S THIRD LARGEST PROGRAM SERVICE ACCOMPLISHMENT IS RAISING $788,103 IN DONATIONS TO HELP SUPPORT VARIOUS DEPARTMENTS AND CAPITAL PROJECTS AT ASHLAND COMMUNITY HOSPITAL, ASANTE PHYSICIAN PARTNERS AND THE NURSING EXCELLENCE INITIATIVE.DURING THE TAX YEAR THE FOUNDATION CONTRIBUTED $48,700 TO SIM SIMULATION TRAINING FOR THE SYSTEM, AS WELL AS $81,480 FOR FOR A MENTORSHIP PROGRAM IN APP. THEY ALSO CONTRIBUTED OVER $87,000 TO VARIOUS DEPARTMENTS FOR EDUCATION OPPORTUNITIES.THE ASANTE FOUNDATION'S ON-GOING MISSION IS TO CONTINUALLY ASSESS THE NEEDS OF THE HOSPITALS IT SUPPORTS, AS WELL AS THE COMMUNITY WE SERVE. OVER THE YEARS, THE FOUNDATION HAS CONTRIBUTED MILLIONS OF DOLLARS TO HELP SUBSIDIZE IMPORTANT CLINICAL DEPARTMENTS OF THE HOSPITALS AND HELP PURCHASE NEEDED MEDICAL EQUIPMENT. IT HAS ALSO MADE SIGNIFICANT CONTRIBUTIONS TO MAJOR BUILDING PROJECTS AT ROGUE REGIONAL MEDICAL CENTER AND THREE RIVERS MEDICAL CENTER.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$2,775,706TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member23IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREG WOJTALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5417894549PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12650 SISKIYOU BLVDAddressLine1Txt
CityMEDFORDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97504ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
SCOTT KELLY
ASANTE CEO1.0040.00Yes (X)Yes (X)$0$1,050,970$31,490
GREG WOJTAL
ASANTE CFO1.0040.00Yes (X)$0$672,927$37,948
ROY VINYARD
FORMER ASANTE CEO - TERM 1/5/190.0040.00$0$512,045$47,816Yes (X)
FLOYD HARMON
EXECUTIVE DIRECTOR ASANTE40.00Yes (X)Yes (X)$267,147$0$40,758
ANDREA REEDER
DIRECTOR OF DEVELOPMENT40.00$158,351$0$28,328Yes (X)
CHRISTIAN GOLD STAGG
DIRECTOR OF DEVELOPMENT40.00$127,530$0$19,691Yes (X)
BOB MAYERS
CHAIR2.00Yes (X)Yes (X)$0$0$0
TRAVIS HAMLYN
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
ROYAL STANDLEY
TREASURER2.00Yes (X)Yes (X)$0$0$0
SUSAN BINETTE
SECRETARY2.00Yes (X)Yes (X)$0$0$0
DOUG SCHMOR
FORMER CHAIR2.00Yes (X)$0$0$0
SCOTT LEWIS
TRUSTEE2.00Yes (X)$0$0$0
KEITH BARNES
TRUSTEE2.00Yes (X)$0$0$0
PATRICIA WINTEMUTE
TRUSTEE2.00Yes (X)$0$0$0
BRIAN GROSS MD
TRUSTEE2.00Yes (X)$0$0$0
JEFF CROCKETT
TRUSTEE2.00Yes (X)$0$0$0
VICKIE CROCKETT
TRUSTEE2.00Yes (X)$0$0$0
CHARLES MCNAIR
TRUSTEE2.00Yes (X)$0$0$0
JOHN SCHIAVONE
TRUSTEE2.00Yes (X)$0$0$0
CAL SCHMIDT
TRUSTEE2.00Yes (X)$0$0$0
DAVID THOMASON
TRUSTEE2.00Yes (X)$0$0$0
CAROLINE BROOKS
TRUSTEE2.00Yes (X)$0$0$0
TARA MILLAN
TRUSTEE2.00Yes (X)$0$0$0
DIONNE IRVINE
TRUSTEE2.00Yes (X)$0$0$0
STEVE ROE
TRUSTEE2.00Yes (X)$0$0$0
JUDY GAMBEE
TRUSTEE2.00Yes (X)$0$0$0
CHRIS DAVID
TRUSTEE2.00Yes (X)$0$0$0
AMANDA MUSTARD
TRUSTEE2.00Yes (X)$0$0$0
JIM WRIGHT
TRUSTEE2.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$553,028TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,235,942TotReportableCompRltdOrgAmt
Total Other Compensation$206,031TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHILDREN'S MIRACLE NETWORKBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 W 700 SAddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84101ZIPCd
FieldValueIRS element (for citing)
ServicesFUNDRAISINGServicesDesc
Compensation$106,617CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Fundraising$561,117FundraisingAmt
All Other Contributions$3,387,431AllOtherContributionsAmt
Noncash Contributions$1,720,770NoncashContributionsAmt
Total Contributions$3,948,548TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$952,664TotalRevenueColumnAmt
Exclusion$952,664ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$31,263,743SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$31,198,920SecuritiesAmt
Other$20,523OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$64,823SecuritiesAmt
Other-$20,523OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,300TotalRevenueColumnAmt
Exclusion$44,300ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$531,449FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$561,117ContriRptFundraisingEventAmt
Fundraising Direct Expenses$496,253FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,196TotalRevenueColumnAmt
Exclusion$35,196ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescCOMISSION ON LEASE SALESDesc
Business900099BusinessCd
Total Revenue Column$2,536TotalRevenueColumnAmt
Unrelated Business Revenue$2,536UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,536OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,983,244TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,536UnrelatedBusinessRevenueAmt
Exclusion$1,032,160ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,169,691TotalAmt
Program Services$1,169,691ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$197,047TotalAmt
Program Services$197,047ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$788,410TotalAmt
Program Services$788,410ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$49,716TotalAmt
Program Services$49,716ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$263,616TotalAmt
Program Services$263,616ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$78,842TotalAmt
Program Services$78,842ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$79,786TotalAmt
Management And General$79,786ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$38,086TotalAmt
Management And General$38,086ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$26,292TotalAmt
Management And General$26,292ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$105,368TotalAmt
Management And General$105,368ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PURCHASED SERVICES$276,572$21,451$255,121
SUPPLIES$182,583$67,678$114,905
MISCELLANEOUS$139,920$139,920
DUES AND FEES$139,255$139,255

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,535,184TotalAmt
Program Services$2,775,706ProgramServicesAmt
Management And General$759,478ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$502BOYAmt
EOY$501EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$142,378BOYAmt
EOY$186,844EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$82,662BOYAmt
EOY$17,256EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,115,696LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$146,429LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,489,566BOYAmt
EOY$2,969,267EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$29,733,695BOYAmt
EOY$31,682,539EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$31,448,803BOYAmt
EOY$34,856,407EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,901BOYAmt
EOY$45,014EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,679,104BOYAmt
EOY$2,410,383EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,684,005BOYAmt
EOY$2,455,397EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,241,809BOYAmt
EOY$12,204,396EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,522,989BOYAmt
EOY$20,196,614EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$29,764,798BOYAmt
EOY$32,401,010EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$31,448,803BOYAmt
EOY$34,856,407EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,448,060ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,212,851NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$24,699OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations2SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (2 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
ASANTE
9302239603Yes (1)$1,034,343$0
ASANTE PHYSICIAN PARTNERS
3838493543Yes (1)$135,348$0
FieldValueIRS element (for citing)
Supported Organizations Total2SupportedOrganizationsTotalCnt
Support Sum$1,169,691SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$24,115,278BeginningYearBalanceAmt
Contributions$716,219ContributionsAmt
Investment Earnings Or Losses$2,245,042InvestmentEarningsOrLossesAmt
Grants Or Scholarships$134,066GrantsOrScholarshipsAmt
End Year Balance$26,942,473EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,832,879BeginningYearBalanceAmt
Contributions$239,166ContributionsAmt
Investment Earnings Or Losses$2,197,771InvestmentEarningsOrLossesAmt
Grants Or Scholarships$154,538GrantsOrScholarshipsAmt
End Year Balance$24,115,278EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,035,987BeginningYearBalanceAmt
Contributions$96,879ContributionsAmt
Investment Earnings Or Losses$1,118,497InvestmentEarningsOrLossesAmt
Grants Or Scholarships$418,484GrantsOrScholarshipsAmt
End Year Balance$21,832,879EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,768,780BeginningYearBalanceAmt
Contributions$1,025,379ContributionsAmt
Investment Earnings Or Losses$712,656InvestmentEarningsOrLossesAmt
Grants Or Scholarships$470,828GrantsOrScholarshipsAmt
End Year Balance$21,035,987EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,809,910BeginningYearBalanceAmt
Contributions$65,967ContributionsAmt
Investment Earnings Or Losses$149,912InvestmentEarningsOrLossesAmt
Grants Or Scholarships$257,009GrantsOrScholarshipsAmt
End Year Balance$19,768,780EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.76160BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.23160PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00680TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$511,195OtherCostOrOtherBasisAmt
Book Value$511,195BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,604,501OtherCostOrOtherBasisAmt
Depreciation$146,429DepreciationAmt
Book Value$2,458,072BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,969,267TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
INTERCOMPANY PAYABLE$2,203,594
PAYROLL BENEFITS PAYABLE$68,135
ANNUITIES DUE$138,654
FieldValueIRS element (for citing)
Total Liability$2,410,383TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENTS ARE SET UP TO HELP PURCHASE CAPITAL EQUIPMENT FOR A VARIETY OF DEPARTMENTS AND SERVICES AT ROGUE REGIONAL MEDICAL CENTER AND THREE RIVERS MEDICAL CENTER. UP TO 5% OF ENDOWMENT EARNINGS CAN BE USED TO PURCHASE EQUIPMENT.
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY ASANTE AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF ASANTE HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY ASANTE AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR AN ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHILDREN'S MIRACLE NETWORKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14525 S 2300 EAST 202AddressLine1Txt
CitySALT LAKE CITYCityNm
State AbbreviationUTStateAbbreviationCd
ZIP84117ZIPCd
FieldValueIRS element (for citing)
ActivityPROMOTIONActivityTxt
Fundraiser Control Of FundsYes (1)FundraiserControlOfFundsInd
Gross Receipts$471,822GrossReceiptsAmt
Retained By Contractor$143,797RetainedByContractorAmt
Net To Organization$328,025NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$471,822TotalGrossReceiptsAmt
Total Retained By Contractors$143,797TotalRetainedByContractorsAmt
Total Net To Organization$328,025TotalNetToOrganizationAmt
Licensed StatesORLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1OREGON WINE EXPERIENCEEvent1Nm
Gross Receipts Event1$1,092,566GrossReceiptsEvent1Amt
Charitable Contri Event1$561,117CharitableContriEvent1Amt
Gross Revenue Event1$531,449GrossRevenueEvent1Amt
Other Direct Expenses Event1$496,253OtherDirectExpensesEvent1Amt
Gross Receipts Total$1,092,566GrossReceiptsTotalAmt
Charitable Contributions Tot$561,117CharitableContributionsTotAmt
Gross Revenue Total Events$531,449GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$496,253OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$496,253DirectExpenseSummaryEventsAmt
Net Income Summary$35,196NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ASANTE PHYSICIAN PARTNERS
2650 SISKIYOU BLVDMEDFORDOR97504383849354501 (C)(3)$135,348SUPPORT PALLIATIVE CARE DEPARTMENT
ASANTE
2650 SISKIYOU BLVDMEDFORDOR97504930223960501 (C)(3)$1,034,343SUPPORT HOSPITAL DEPARTMENTS
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE ASANTE FOUNDATION REGULARLY MAKES DONATIONS TO ASANTE, A 501(C)(3) HOSPITAL AND HEALTHCARE ORGANIZATION, FOR THE PURPOSE OF CAPITAL PURCHASES AND SUPPORT VARIOUS HOSPITAL DEPARTMENTSExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
SCOTT KELLY
ASANTE CEO$0$848,206$0$202,033$0$731$0$16,800$0$14,690$0$1,082,460$0$0
GREG WOJTAL
ASANTE CFO$0$517,632$0$113,603$0$41,692$0$16,800$0$21,148$0$710,875$0$0
ROY VINYARD
FORMER ASANTE CEO - TERM 1/5/19$0$229,871$0$282,174$0$0$0$16,800$0$31,016$0$559,861$0$0
FLOYD HARMON
EXECUTIVE DIRECTOR ASANTE$210,457$0$30,850$0$25,840$0$10,032$0$30,726$0$307,905$0$0$0
ANDREA REEDER
DIRECTOR OF DEVELOPMENT$143,461$0$14,890$0$0$0$9,748$0$18,580$0$186,679$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE ASANTE FOUNDATION DOES NOT HAVE A PAID CEO. HOWEVER, ROY VINYARD, THE CEO/EXECUTIVE DIRECTOR OF ASANTE (THE FOUNDATION'S SUPPORTED ORGANIZATION) HAS HIS SALARY DETERMINED BY THE ASANTE COMPENSATION COMMITTEE. HIS SALARY IS DETERMINED BY INDEPENDANT COMPENSATION CONSULTANTS, WRITTEN EMPLOYMENT CONTRACTS, AND A COMPENSATION SURVEY AND STUDY. HIS FINAL SALARY MUST BE APPROVED BY THE ASANTE BOARD OF DIRECTORS.
PART I, LINE 4BASANTE, THE PARENT CORPORATION OF THE FOUNDATION, HAS AN EXECUTIVE RESTORATION PLAN WHICH INCLUDES ASANTE VP& CHIEF MEDICAL INFORMATION OFFICER LEE MILLIGAN, MD, ARRMC CEO SCOTT KELLY, ATRMC CEO WIN HOWARD, AACH CEO SHEILA CLOUGH, CIO MARK HETZ, CHIEF QUALITY AND SAFETY OFFICER JAMES GREBOSKY, MD, VP OF MEDICAL AFFAIRS ERIC LOELIGER, MD, AND CSO DENNIE CONRAD. THIS PLAN STATES FIXED PAYMENTS WILL BE RECEIVED AT PRE-DETERMINED INTERVALS FROM ASANTE IF STILL EMPLOYED BY ASANTE IN THEIR CURRENT ROLL AT THE TIME OF VESTING. IF EMPLOYMENT TERMINATES BY ASANTE FOR ANY REASON PRIOR TO VESTING, THEY WILL NOT HAVE CLAIM TO THE FUNDS. SELECT EXECUTIVES OF ASANTE, THE PARENT CORPORATION, AGREED TO PARTICIPATE IN CAP-EX IN PLACE OF A TRADITIONAL SERP. SEE SCHEDULE L, PART V, FOR A BROADER DESCRIPTION.
COMPENSATION FROM UNRELATED ORGANIZATIONSCHEDULE J, PART II SHOWS THE COMPENSATION OF THE OFFICERS, DIRECTORS AND KEY EMPLOYEES OF ASANTE. COLUMNS BI, BII AND BIII DISPLAYS THE AMOUNTS ACTUALLY PAID TO THESE PEOPLE AS WHAT SHOWS UP ON THEIR FORM W-2 ON DECEMBER 31,2018. COLUMNS C AND D INCLUDE AMOUNTS ACCRUED, BUT UNPAID DURING THE FISCAL YEAR, WITH COLUMN E BEING TOTAL COMPENSATION REPORTED FOR FORM 990 PURPOSES. COLUMN F INCLUDES AMOUNTS THAT HAD BEEN REPORTED AS ACCRUED BUT UNPAID COMPENSATION ON PRIOR YEAR FORM 990 TAX RETURNS, BUT PAID-OUT DURING THE CURRENT YEAR.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROY VINYARDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship With OrgASANTE CEORelationshipWithOrgTxt
Loan PurposeSEE PART VLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$3,000,000OriginalPrincipalAmt
Balance Due$5,020,662BalanceDueAmt
Default0DefaultInd
Board Or Committee ApprovalYes (1)BoardOrCommitteeApprovalInd
Written AgreementYes (1)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$5,020,662TotalBalanceDueAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L PART IIFormAndLineReferenceDesc
ExplanationA RELATED ORGANIZATION, ASANTE, PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS THROUGH AN ALTERNATIVE FUNDING ARRANGEMENT THE IRS CALLS "COLLATERAL ASSIGNMENT SPLIT DOLLAR" (CASD). ALTHOUGH THE IRS REQUIRES REPORTING IN THE LOAN SECTION OF SCHEDULE L, CASD IS NOT AN ACTUAL LOAN--NO FUNDS ARE TRANSFERRED TO THE EXECUTIVE. RATHER, THE "LOAN" TREATMENT APPLIES BECAUSE AFTER THE EXECUTIVE HAS RECEIVED RETIREMENT BENEFITS, ASANTE RECOVERS ALL OF ITS OUTLAYS PLUS INTEREST.THE RECOVERY RIGHT IS A KEY ADVANTAGE OF CASD FOR ASANTE. RATHER THAN PAYING RETIREMENT BENEFITS TO THE EXECUTIVE THAT WOULD NEVER BE RECOVERED, UNDER CASD ASANTE RECOVERS NOT ONLY ITS OUTLAYS, BUT ALSO CONSIDERATION FOR THE TIME VALUE OF MONEY.CASD WORKS AS FOLLOWS. ASANTE DEPOSITS FUNDS INTO A CASH VALUE LIFE INSURANCE POLICY ON THE EXECUTIVE'S LIFE. DURING LIFE, TO THE EXTENT THE EXECUTIVE FULFILLS SERVICE AND VESTING REQUIREMENTS, THE EXECUTIVE CAN BORROW AGAINST VALUES IN THE POLICY TO SUPPLEMENT RETIREMENT INCOME. POLICY PERFORMANCE IS CLOSELY MONITORED. IF POLICY PERFORMANCE LAGS, THE EXECUTIVE'S BORROWING RIGHTS ARE REDUCED TO PROTECT THE EO'S RECOVERY RIGHTS.AT THE EXECUTIVE'S DEATH, THE POLICY DEATH PROCEEDS ARE FIRST USED TO REPAY THE EO ITS DEPOSITS PLUS COMPOUNDED INTEREST (AT THE IRS LONG-TERM APPLICABLE FEDERAL RATE). THE EXECUTIVE'S BENEFICIARY THEN RECEIVES ANY PROJECTED RETIREMENT BORROWING THE EXECUTIVE DID NOT ACCESS DURING LIFE. ANY REMAINING DEATH PROCEEDS ARE AVAILABLE TO BE PAID TO THE EXECUTIVE'S BENEFICIARY.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$70,310NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$829,477NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EVENT SUPPLIES239$678,166FMV
Yes (X)COVID-19 EQUIPMENT AND SUPPLIES221$142,817FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART IX, LINES 5-10AMOUNTS REPORTED REPRESENT DISBURSEMENTS TO OTHER EXEMPT RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE FILING ORGANIZATION. THE FILING ORGANIZATION DOES NOT REPORT EMPLOYEES UNDER PART V, LINE 2A AS IT HAS ENTERED INTO CONTRACT AGREEMENTS WITH RELATED ORGANIZATIONS FOR FINANCIAL AND ADMINISTRATIVE SUPPORT SERVICES CONDUCTED UNDER THE DIRECTION OF THE FILING ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 2JEFF AND VICKIE CROCKETT ARE SPOUSES.
FORM 990, PART VI, SECTION A, LINE 6ASANTE IS THE SOLE MEMBER OF ASANTE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7AASANTE, AS THE SOLE MEMBER OF ASANTE FOUNDATION, RETAINS THE RIGHT TO APPOINT BOARD MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7BASANTE, AS THE SOLE MEMBER OF ASANTE FOUNDATION, RETAINS THE RIGHT TO APPROVE GOVERNANCE DECISIONS MADE BY THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11BPOLICY SUMMARY: THE FEDERAL FORM 990 IS A FEDERALLY MANDATED LEGAL DOCUMENT THAT IS HIGHLY REGULATED. WITHIN ASANTE FOUNDATION THEY ARE TO BE PREPARED BY PERSONNEL IN THE ASANTE ACCOUNTING DEPARTMENT. ASANTE IS THE PARENT CORPORATION OF ASANTE FOUNDATION. ADDITIONAL ASSISTANCE WILL BE PROVIDED BY PERSONNEL IN THE ASANTE MARKETING, COMPLIANCE, AND EXECUTIVE DEPARTMENTS. BEFORE FINAL SUBMISSION OF THE DOCUMENTS, THEY ARE REVIEWED BY THE MANAGER OF FINANCE, DIRECTOR OF FINANCE AND CFO. AFTER SUBMISSION THE FINAL RETURNS ARE PRESENTED TO THE FOUNDATION BOARD OF DIRECTORS. POLICY DETAILS: 1. WHEN FINAL AUDITED FINANCIAL INFORMATION IS AVAILABLE, ACCOUNTING PERSONNEL WILL COMPILE THE NEEDED INFORMATION TO PREPARE THE APPROPRIATE RETURNS FOR THE PRIOR FISCAL YEAR. 2. AS NEEDED, ACCOUNTING WILL FILE ALL APPROPRIATE EXTENSIONS ON A TIMELY BASIS. HOWEVER, THE FINAL SUBMISSION CAN NEVER BE EXTENDED PAST AUGUST 15TH OF THE YEAR FOLLOWING THE FISCAL YEAR BEING FILED. 3. IN ADDITION TO NORMAL PREPARATION, ACCOUNTING PERSONNEL WILL COORDINATE WITH PERSONNEL IN MARKETING, COMPLIANCE, AND POSSIBLY THE EXECUTIVE DEPARTMENTS IN PREPARING THE VARIOUS SCHEDULES NEEDED TO COMPLETE THE RETURN. ALL WORK PAPERS ARE TO BE RETAINED IN A PERMANENT FILE. 4. WHEN ALL NECESSARY INFORMATION HAS BEEN COMPILED, IT IS TO BE LOADED INTO APPROPRIATE TAX SOFTWARE. 5. WHEN COMPLETED, A DRAFT RETURN WILL BE REVIEWED BY THE ASANTE CHIEF ADMINISTRATIVE AND FINANCE OFFICER. AFTER THE REVIEW, ACCOUNTING WILL CLEAR ALL REVIEW NOTES AND COMMENTS. 6. ONCE REVIEWED BY THE CAFO, AN ADDITIONAL REVIEW WILL BE PERFORMED BY AN OUTSIDE CPA FIRM. ACCOUNTING WILL AGAIN CLEAR ANY ADDITIONAL REVIEW NOTES AND COMMENTS SUBMITTED BY THE OUTSIDE CPA. 7. ONCE ALL REVIEWS AND CORRECTIONS ARE MADE, THE ASANTE CAFO WILL SIGN ALL APPROPRIATE RETURNS FOR FILING. 8. ALL RETURNS WILL THEN BE FILED EITHER ELECTRONICALLY OR PAPER COPY WITH THE APPROPRIATE GOVERNMENT AGENCY. A COPY OF EACH RETURN IS TO BE KEPT IN THE ACCOUNTING DEPARTMENT AND A COPY OF THE 990 WILL BE KEPT AT THE ASANTE CORPORATE HEADQUARTERS FOR PUBLIC DISPLAY AND COPYING, AS REQUESTED. 9. THE ASANTE CHIEF EXECUTIVE OFFICER AND MEMBERS OF THE FOUNDATION BOARD OF DIRECTORS WILL LOOK OVER THE FINAL SET OF RETURNS.
FORM 990, PART VI, SECTION B, LINE 12CEACH YEAR, THE FOUNDATION MAILS TO ALL BOARD MEMBERS A CONFLICT OF INTEREST QUESTIONNAIRE TO COMPLY WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY. THE PURPOSE OF THE POLICY IS TO PROTECT THE INTERESTS OF BOTH THE ASANTE FOUNDATION AND ASANTE (ITS SUPPORTED ORGANIZATION) WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTERESTS OF A BOARD MEMBER. ASANTE'S CORPORATE COMPLIANCE OFFICER IS RESPONSIBLE FOR ADMINISTERING, MONITORING, AND INVESTIGATING ANY POSSIBLE CONFLICTS AND MAKES AN ANNUAL REPORT TO THE ASANTE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE COMPENSATION OF THE CEO AND OTHER KEY EMPLOYEES. THE REVIEW COMPARES THE COMPENSATION OF THE CEO AND OTHER KEY EMPLOYEES WITH COMPENSATION DATA FOR JOB INCUMBENTS IN COMPARABLE POSITIONS AT OTHER HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. AT LEAST EVERY TWO YEARS, THE REVIEW IS CONDUCTED AND PRESENTED TO THE COMPENSATION COMMITTEE BY AN OUTSIDE CONSULTANT, CHOSEN BY THE COMPENSATION COMMITTEE. ON ALTERNATE YEARS, THE GENERAL MARKET MOVEMENT IS CONSIDERED AND THE REVIEW IS COMPLETED AND PRESENTED BY THE VP OF HUMAN RESOURCES. THE COMPENSATION COMMITTEE SETS THE ACTUAL ANNUAL CASH COMPENSATION FOR THE CEO AND SALARY RANGES FOR THE OTHER KEY EMPLOYEES. THE COMMITTEE ALSO SETS TOTAL COMPENSATION OPPORTUNITY FOR THE CEO AND EACH OF THE KEY EMPLOYEES, CONSISTENT WITH THE EXECUTIVE COMPENSATION PHILOSOPHY. MINUTES OF THE COMMITTEE DELIBERATIONS AND DECISIONS ARE RECORDED AND MAINTAINED. THE MOST RECENT EXECUTIVE COMPENSATION REVIEW BY AN OUTSIDE CONSULTANT WAS COMPLETED IN 2019, THE VP OF HR PROVIDED THE UPDATE RECOMMENDATIONS IN 2020.
FORM 990, PART VI, SECTION C, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART XI, LINE 9:AP PAYMENTS FROM TEMP REST -16,325. GIFT FMV VERSUS BV -8,374.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
ASANTE
2650 SISKIYOU BLVDMEDFORDOR97504930223960HOSPITAL AND HEALTHCAREOR501 (C)(3)509(A)(1)N/A0
ASANTE PHYSICIAN PARTNERS
2650 SISKIYOU BLVDMEDFORDOR97504383849354PHYSICIAN GROUPOR501 (C)(3)509(A)(1)0ASANTE
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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