THE DCH FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE DCH FOUNDATION INC (EIN 63-0718581)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-08-15
- IRS object ID
- 202542279349303499
- Schema version
- 2023v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-15T16:40:23+00:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 Ridgefield Court | AddressLine1Txt |
| City | Asheville | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 630718581 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DCH Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DCHF | BusinessNameControlTxt |
| Phone | 2057597349 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 809 University Boulevard East | AddressLine1Txt |
| City | Tuscaloosa | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie Smith | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2025-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julie Smith | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 809 University Boulevard East | AddressLine1Txt |
| City | Tuscaloosa | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,862,518 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | dchsystem.com/the-dch-foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | To provide funds to enhance the medical facilities for the DCH Health System with a focus on DCH Regional Medical Center and Northport Medical Center. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $800,726 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,055,462 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $798,979 | PYInvestmentIncomeAmt |
| CY Investment Income | $672,719 | CYInvestmentIncomeAmt |
| PY Other Revenue | $219,004 | PYOtherRevenueAmt |
| CY Other Revenue | $125,300 | CYOtherRevenueAmt |
| PY Total Revenue | $1,818,709 | PYTotalRevenueAmt |
| CY Total Revenue | $1,853,481 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $648,028 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $494,598 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $259,338 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $451,878 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $212,383 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $155,516 | PYOtherExpensesAmt |
| CY Other Expenses | $181,676 | CYOtherExpensesAmt |
| PY Total Expenses | $1,062,882 | PYTotalExpensesAmt |
| CY Total Expenses | $1,128,152 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $755,827 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $725,329 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,921,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,840,198 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $620,625 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $368,077 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,301,296 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,472,121 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide funds to enhance the medical facilities for the DCH Health System with a focus on DCH Regional Medical Center and Northport Medical Center. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $494,598 | ExpenseAmt |
| Grant | $494,598 | GrantAmt |
| Desc | DCH Foundation provided funding and support to DCH Regional Medical Center for various programs related to the medical treatment of its patients. When a community comes together in philanthropy, we create a positive force that offers the greatest hope for a better healthcare future for every person, every family EVERY DAY. Our community is strong and vibrant, and together we will carry on our efforts to help our patients in need. The DCH Foundation continues to work closely with the DCH Health System to address health care challenges through our Joint Board Task Force, comprised of leaders from the Foundation and Health System boards. Their love for this community and desire for our health system's excellence ensures your generosity will have the greatest possible impact on the patients we treat whether they are your friends, family, or neighbors you just haven't met yet. | Desc |
| Total Program Service Expenses | $494,598 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shannon T Miller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2053303879 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1110 Dr Edward Hillard Drive | AddressLine1Txt |
| City | Tuscaloosa | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Carrie Fitts | ||||||
| Secretary | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Julie Smith | ||||||
| President | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sam Brewer | ||||||
| Past President | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Sharon Harrison | ||||||
| Treasurer | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tim Parker Jr | ||||||
| Vice President | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Amelia de los Reyes | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Dan Blakley | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Dr Curtis Tucker | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Dr Matthew Thom | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Earl Hydrick | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Elizabeth Winter | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Gary Nichols | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Hattie Nash | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Heyward Gould | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| James Leitner | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Jason Walker | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Jheovanny Gomez | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Jim Harrison III | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Katrina Keefer | ||||||
| CEO/President | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Lin Moore | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Lynn Brooks | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Max Karrh | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Nick Wright | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Rees Oliver | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Rick Clementz | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Scotty Hollins | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Sonny Deason | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Steve Steele | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Tripp Powell | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| William Blakeney | ||||||
| Board Member | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,055,462 | AllOtherContributionsAmt |
| Total Contributions | $1,055,462 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $339,645 | TotalRevenueColumnAmt |
| Exclusion | $339,645 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$333,074 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $333,074 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $333,074 | TotalRevenueColumnAmt |
| Exclusion | $333,074 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $467,411 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $342,111 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,300 | TotalRevenueColumnAmt |
| Exclusion | $125,300 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,853,481 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $798,019 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,557 | TotalAmt |
| Program Services | $424,557 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,041 | TotalAmt |
| Program Services | $70,041 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,878 | TotalAmt |
| Management And General | $239,495 | ManagementAndGeneralAmt |
| Fundraising | $212,383 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,818 | TotalAmt |
| Management And General | $78,818 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,593 | TotalAmt |
| Management And General | $6,593 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating Expenses | Desc |
| Total | $96,265 | TotalAmt |
| Management And General | $96,265 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,128,152 | TotalAmt |
| Program Services | $494,598 | ProgramServicesAmt |
| Management And General | $421,171 | ManagementAndGeneralAmt |
| Fundraising | $212,383 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $53,751 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,448 | BOYAmt |
| EOY | $352,632 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,487 | BOYAmt |
| EOY | $212,387 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,321,986 | BOYAmt |
| EOY | $12,221,428 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,921,921 | BOYAmt |
| EOY | $12,840,198 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $620,625 | BOYAmt |
| EOY | $368,077 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $620,625 | BOYAmt |
| EOY | $368,077 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,700,475 | BOYAmt |
| EOY | $2,238,374 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,600,821 | BOYAmt |
| EOY | $10,233,747 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,301,296 | BOYAmt |
| EOY | $12,472,121 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,921,921 | BOYAmt |
| EOY | $12,840,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $725,329 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,445,496 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $982,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,680,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $984,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,055,462 | CurrentTaxYearAmt |
| Total | $7,502,716 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $982,076 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,680,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $984,424 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $800,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,055,462 | CurrentTaxYearAmt |
| Total | $7,502,716 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,557,426 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,945,290 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,514 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $174,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $263,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $367,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $339,645 | CurrentTaxYearAmt |
| Total | $1,319,458 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,822,174 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.5606 | PublicSupportCY170Pct |
| Public Support PY170 | 0.5518 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $596,883 | BeginningYearBalanceAmt |
| Contributions | $740 | ContributionsAmt |
| Investment Earnings Or Losses | $117,529 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $715,152 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $536,767 | BeginningYearBalanceAmt |
| Contributions | $1,890 | ContributionsAmt |
| Investment Earnings Or Losses | $58,277 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51 | OtherExpendituresAmt |
| End Year Balance | $596,883 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $601,519 | BeginningYearBalanceAmt |
| Contributions | $1,482 | ContributionsAmt |
| Investment Earnings Or Losses | -$66,234 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $536,767 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $488,565 | BeginningYearBalanceAmt |
| Contributions | $112,954 | ContributionsAmt |
| End Year Balance | $601,519 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $488,565 | BeginningYearBalanceAmt |
| End Year Balance | $488,565 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,562,270 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,445,496 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $342,111 | OtherRevenueAmt |
| Revenue Not Reported | $1,787,607 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,774,663 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $78,818 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $78,818 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,853,481 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,391,445 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $342,111 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $342,111 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,049,334 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $78,818 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $78,818 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,128,152 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The Augusta L. Hawkins Memorial Fund was established to benefit DCH Regional Medical Center employees with priority given to the Obstetric-Nursery group. The Benjamin Louis Ladner Memorial Scholarship Fund was established to improve and increase the quality and quantity of healthcare to patients in west Alabama by awarding scholarship assistance to individuals pursuing a higher education degree in nursing. The Pettus Randall Pastoral Care Program was established to help meet the mission of the pastoral care program with the Cancer Treatment Center at DCH. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF THE INTERNAL REVENUE CODE SECTION 50l(C)(3) AND ALSO IS EXEMPT FROM STATE INCOME TAXES UNDER THE APPLICABLE INCOME TAX REGULATIONS OF THE STATE OF ALABAMA. THE FOUNDATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME, IF ANY. IN ADDITION, THE FOUNDATION IS NOT CONSIDERED TO BE A PRIVATE FOUNDATION. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX POSITIONS AS OF SEPTEMBER 30, 2024, AND THERE ARE NO INTERESTS AND PENALTIES RELATED TO INCOME TAX ASSESSMENTS. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | FUNDRAISING EVENTS - 342111 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | FUNDRAISING EVENTS - 342111 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Pink Events | Event1Nm |
| Gross Receipts Event1 | $168,173 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $168,173 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $100,913 | OtherDirectExpensesEvent1Amt |
| Event2 | 2024 Ball | Event2Nm |
| Gross Receipts Event2 | $256,381 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $256,381 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $200,759 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $42,857 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $42,857 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $40,439 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $467,411 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $467,411 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $342,111 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $342,111 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $125,300 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DCH Health Care Authority | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 809 University Blvd E | AddressLine1Txt |
| City | Tuscaloosa | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 636000271 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $424,557 | CashGrantAmt |
| Purpose Of Grant | To assist with hospital patient assistance and equipment needs | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $70,041 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | The Foundation does not give grants. It makes donations to DCH to support various programs and awards scholarships to college students. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 15a | All individuals who manage the Foundation are employed by DCH Healthcare Authority. The Foundation does not have employees of its own nor does it have any role in compensation determination. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | Foundation personnel reviewed the completed form 990 to determine if any changes or corrections need to be made prior to filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | Prior to the Foundation entering into a transaction or arrangement, board members are required to disclose any potential conflicts of interest. After the individual discusses all the facts and answers any questions, he or she then leaves the committee or board meeting while the remaining members discuss and vote on whether a conflict of interests exists. If the board or committee has reasonable cause to believe that a member failed to disclose a potential or actual conflict of interest, it will inform the individual and give him or her a chance to explain the alleged failure to disclose. If the board or committee determines that the member in fact failed to disclose a potential or actual conflict of interest, it will take appropriate disciplinary action. |
| Form 990, Part VI, Line 19 Required documents available to the public | Documents are made available upon request. |
| Form 990, Part XII, Line 2c Change of oversight process or selection process | This process has not changed since the prior year. |
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