ASHLAND COMMUNITY HOSPITAL FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ASHLAND COMMUNITY HOSPITAL FOUNDATION (EIN 93-0691238)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-10
- IRS object ID
- 202502539349300715
- Schema version
- 2024v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-10T10:30:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204749363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLER MEDFORD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 839 ALDER CREEK DR | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930691238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLAND COMMUNITY HOSPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASHL | BusinessNameControlTxt |
| Phone | 5414820367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 CLEAR CREEK DRIVE 101 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY McCULLOUGH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5414820367 | PhoneNum |
| Signature | 2025-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN M RYDER | PreparerPersonNm |
| PTIN | P00033827 | PTIN |
| Phone | 5417797641 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLAND COMMUNITY HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHANIE ROLAND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 CLEAR CREEK DRIVE 101 | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,090,659 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O - PAGE 36 FOR FOUNDATION MISSION STATEMENT.ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY.VISION ASHLAND COMMUNITY HEALTH FOUNDATION (ACHF) LEADS PHILANTHROPIC EFFORTS TO ADVANCE INNOVATIVE AND EQUITABLE APPROACHES TO COMMUNITY HEALTH AND WELLNESS.VALUES *PASSION FOR COMMUNITY HEALTH AND WELLNESS AND HOSPITAL;*INTEGRITY AS WE CAREFULLY STEWARD THE RESOURCES ENTRUSTED TO US;*RELATIONSHIPS WITH DONORS, PARTNERS AND THE COMMUNITY;*ADVOCACY IN SUPPORT OF EQUITABLE ACCESS TO HEALTH CARE;*GENEROSITY WITH CHARITABLE GIFTS, TIME, AND EXPERTISE;*CONTINUITY AS A TRUSTED COMMUNITY PARTNER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $361,200 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,221,150 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,811,548 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,504 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $40,689 | CYProgramServiceRevenueAmt |
| PY Investment Income | $413,988 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,772,340 | CYInvestmentIncomeAmt |
| PY Other Revenue | $279,328 | PYOtherRevenueAmt |
| CY Other Revenue | $365,303 | CYOtherRevenueAmt |
| PY Total Revenue | $1,953,970 | PYTotalRevenueAmt |
| CY Total Revenue | $3,989,880 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $562,797 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $750,523 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $364,185 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $287,377 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $311,522 | PYOtherExpensesAmt |
| CY Other Expenses | $338,049 | CYOtherExpensesAmt |
| PY Total Expenses | $1,238,504 | PYTotalExpensesAmt |
| CY Total Expenses | $1,375,949 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $715,466 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,613,931 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,608,714 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,924,255 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $172,684 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $183,770 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,436,030 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,740,485 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $824,395 | ExpenseAmt |
| Grant | $750,523 | GrantAmt |
| Revenue | $1,377,664 | RevenueAmt |
| Desc | See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,550 | ExpenseAmt |
| Revenue | $40,689 | RevenueAmt |
| Desc | THROUGH EFFORTS OF ASHLAND COMMUNITY HOSPITAL FOUNDATION, THE COMMUNITY OF TALENT, OREGON CONTINUES TO RECEIVE QUALITY HEALTHCARE. IN 1994, THE FOUNDATION CONSTRUCTED A PHARMACY IN THAT COMMUNITY, WHICH IS RENTED TO MEDICAP PHARMACY. THIS PROJECT HELPED GUARANTEE ACCESS TO PHARMACEUTICALS IN THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $829,945 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURNS AND COMPANY CPAS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5414823711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 SISKIYOU BLVD | AddressLine1Txt |
| City | ASHLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BLANCALUZ BROSSARD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE YALEY KNOX | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN COKE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA ORF | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA GRUDIN | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LARRY GIBBS | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TIFFANIE LAMBERT | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY LAVENTURE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY MCCULLOUGH | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DANA PRESTON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LIZ MURPHY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH PAVLIK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| NICK PALMESANO | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY BERNARD | ||||||
| PAST PRESIDENT | 2.00 | $0 | $0 | $0 | Yes (X) | |
| 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 | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,811,548 | AllOtherContributionsAmt |
| Total Contributions | $1,811,548 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT OF MED FACILITIES | Desc |
| Business | 531390 | BusinessCd |
| Total Revenue Column | $40,689 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,689 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $40,689 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $398,779 | TotalRevenueColumnAmt |
| Exclusion | $398,779 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $361,200 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $361,200 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $361,200 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $361,200 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,474,340 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,100,779 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,373,561 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,373,561 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,373,561 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $4,103 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,103 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,103 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,989,880 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,418,353 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $361,200 | UnrelatedBusinessRevenueAmt |
| Exclusion | $398,779 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,677 | TotalAmt |
| Program Services | $547,677 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,846 | TotalAmt |
| Program Services | $202,846 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,981 | TotalAmt |
| Management And General | $112,981 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,827 | TotalAmt |
| Management And General | $142,827 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,639 | TotalAmt |
| Management And General | $7,639 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,930 | TotalAmt |
| Management And General | $23,930 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,167 | TotalAmt |
| Management And General | $40,167 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,832 | TotalAmt |
| Management And General | $63,832 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,545 | TotalAmt |
| Management And General | $1,545 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,059 | TotalAmt |
| Management And General | $28,059 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,066 | TotalAmt |
| Management And General | $47,066 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,798 | TotalAmt |
| Management And General | $5,798 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,939 | TotalAmt |
| Program Services | $4,007 | ProgramServicesAmt |
| Management And General | $1,932 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,034 | TotalAmt |
| Management And General | $8,034 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CAMPAIGN EXPENSES | $34,861 | $34,861 | |
| CONSULTING FEES | $23,850 | $23,850 | |
| DONOR RELATIONS | $21,076 | $21,076 | |
| PAYROLL PROCESSING COST | $14,190 | $14,190 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,632 | TotalAmt |
| Program Services | $5,288 | ProgramServicesAmt |
| Management And General | $38,344 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,375,949 | TotalAmt |
| Program Services | $829,945 | ProgramServicesAmt |
| Management And General | $546,004 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,642 | BOYAmt |
| EOY | $86,356 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,722 | BOYAmt |
| EOY | $256,560 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,626 | BOYAmt |
| EOY | $138,700 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,439 | BOYAmt |
| EOY | $2,442 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,979 | BOYAmt |
| EOY | $4,893 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $578,902 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $120,240 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,601 | BOYAmt |
| EOY | $458,662 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,607,205 | BOYAmt |
| EOY | $12,973,142 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,500 | BOYAmt |
| EOY | $3,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,608,714 | BOYAmt |
| EOY | $13,924,255 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,944 | BOYAmt |
| EOY | $11,067 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,740 | BOYAmt |
| EOY | $172,703 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $172,684 | BOYAmt |
| EOY | $183,770 | 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 | $3,866,311 | BOYAmt |
| EOY | $4,452,712 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,569,719 | BOYAmt |
| EOY | $9,287,773 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,436,030 | BOYAmt |
| EOY | $13,740,485 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,608,714 | BOYAmt |
| EOY | $13,924,255 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,613,931 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$323,528 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $19,829 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$5,777 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $723,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $491,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $396,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,221,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,811,548 | CurrentTaxYearAmt |
| Total | $4,643,752 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $723,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $491,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $396,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,221,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,811,548 | CurrentTaxYearAmt |
| Total | $4,643,752 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $4,643,752 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $535,673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $560,484 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $565,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $572,922 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $800,668 | CurrentTaxYearAmt |
| Total | $3,035,353 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,679,105 | TotalSupportAmt |
| Public Support CY170 | 0.60470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55320 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,281,764 | BeginningYearBalanceAmt |
| Contributions | $688,907 | ContributionsAmt |
| Investment Earnings Or Losses | $667,334 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $288,157 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $30,781 | AdministrativeExpensesAmt |
| End Year Balance | $6,319,067 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,273,083 | BeginningYearBalanceAmt |
| Contributions | $448,426 | ContributionsAmt |
| Investment Earnings Or Losses | $769,411 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $181,675 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $27,481 | AdministrativeExpensesAmt |
| End Year Balance | $5,281,764 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,129,869 | BeginningYearBalanceAmt |
| Contributions | $172,297 | ContributionsAmt |
| Investment Earnings Or Losses | -$753,173 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $248,923 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $26,987 | AdministrativeExpensesAmt |
| End Year Balance | $4,273,083 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,602,662 | BeginningYearBalanceAmt |
| Contributions | $557,704 | ContributionsAmt |
| Investment Earnings Or Losses | $661,812 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $663,980 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $28,329 | AdministrativeExpensesAmt |
| End Year Balance | $5,129,869 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,117,624 | BeginningYearBalanceAmt |
| Contributions | $49,194 | ContributionsAmt |
| Investment Earnings Or Losses | $609,187 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $148,890 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $24,452 | AdministrativeExpensesAmt |
| End Year Balance | $4,602,662 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $411,472 | InvestmentCostOrOtherBasisAmt |
| Book Value | $411,472 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $157,771 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $112,029 | DepreciationAmt |
| Book Value | $45,742 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,659 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $8,211 | DepreciationAmt |
| Book Value | $1,448 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $458,662 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $12,707,322 | F |
| UNITRUST ASSETS | $265,820 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,973,142 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATION | $158,460 |
| DEPOSITS | $2,600 |
| ACCRUED PAYROLL | $11,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $172,703 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,700,233 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $19,829 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$309,476 | OtherRevenueAmt |
| Revenue Not Reported | -$289,647 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,989,880 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,989,880 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,395,778 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $19,829 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $19,829 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,375,949 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,375,949 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | EVANS SCHOLARSHIP ENDOWMENT INCOME FROM THE EVANS SCHOLARSHIP ENDOWMENT FUND IS TO AWARD SCHOLARSHIPS TO STUDENTS WHO ARE PURSUING NURSING DEGREES FROM OREGON HEALTH & SCIENCE UNIVERSITY AT THE ASHLAND CAMPUS OR ROGUE COMMUNITY COLLEGE. NIXON ENDOWMENT INCOME FROM THE NIXON ENDOWMENT FUND IS GIFTED ANNUALLY TO THE FOUNDATION'S LIGHTS FOR LIFE CAMPAIGN. ALLIED HEALTH SCHOLARSHIP INCOME FROM THE ALLIED HEALTH SCHOLARSHIP FUND IS USED TO PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO LOCAL STUDENTS FOR CAREERS IN ALLIED HEALTH PROFESSIONS. KITCHELL ENDOWMENT INCOME FROM THE KITCHELL ENDOWMENT FUND IS USED TO SUPPORT NON-PROFITS FOR SPORTS FOR CHILDREN IN ASHLAND, TALENT, AND PHOENIX. BUTLER ENDOWMENT INCOME FROM THE BUTLER AQUATICS FUND ARE USED TO SUPPORT NON-PROFITS THAT ADDRESS THE NEEDS OR CHILDREN IN ASHLAND, TALENT, AND PHOENIX THROUGH WATER ACTIVITIES AND SPORTS. COLTON ALLEN MEMORIAL SCHOLARSHIP THE COLTON ALLEN MEMORIAL SCHOLARSHIP IS A PERMANENTLY RESTRICTED FUND WHERE THE PRINCIPAL IS HELD IN PERPETUITY. THE COLTON ALLEN FUND IS A TEMPORARILY RESTRICTED FUND USED TO RECEIVE INTEREST INCOME FROM THE ENDOWMENT THAT CAN BE USED TO SUPPORT THE SCHOLARSHIP PROGRAM. DONATIONS FROM THE BROADER COMMUNITY ARE DIRECTED TO THE RESTRICTED FUND, UNLESS DESIGNATED TO THE ENDOWMENT BY THE DONOR. THE SCHOLARSHIP FUND IS USED TO SUPPORT NURSING STUDENTS WITH CAREGIVING EXPERIENCE PURSUING THEIR REGISTERED NURSE DESIGNATION. BARBARA ROASTINGEAR OLIVER ENDOWED SCHOLARSHIP THE BARBARA ROASTINGEAR OLIVER ENDOWED SCHOLARSHIP IS A PERMANENTLY RESTRICTED FUND WHERE THE PRINCIPAL IS HELD IN PERPETUITY. THE ROASTINGEAR OLIVER FUND IS A TEMPORARILY RESTRICTED FUND USED TO RECEIVE INTEREST INCOME FROM THE ENDOWMENT THAT CAN BE USED TO SUPPORT THE SCHOLARSHIP PROGRAM. DONATIONS FROM THE BROADER COMMUNITY ARE DIRECTED TO THE RESTRICTED FUND, UNLESS DESIGNATED TO THE ENDOWMENT BY THE DONOR. THE SCHOLARSHIP FUND IS USED TO SUPPORT LOCAL STUDENTS PURSUING DENTAL AND EMERGENCY HEALTH CAREERS IN THE ROGUE VALLEY. THE CAREOREGON ENDOWMENT FOR HEALTH CARE WORKFORCE THE CAREOREGON ENDOWMENT FOR HEALTH CARE WORKFORCE ACCOUNT IS A PERMANENTLY RESTRICTED FUND WHERE THE PRINCIPAL IS HELD IN PERPETUITY. THE HEALTHCARE WORKFORCE TRAINING FUND IS A TEMPORARILY RESTRICTED FUND USED TO RECEIVE INTEREST INCOME FROM THE ENDOWMENT THAT CAN BE USED TO SUPPORT THE PROGRAM. THE CAREOREGON ENDOWMENT FOR HEALTH CARE WORKFORCE SUPPORTS EDUCATION AND TRAINING TO STRENGTHEN THE BEHAVIORAL HEALTH WORK FORCE THROUGHOUT THE ROGUE VALLEY. FUNDS CAN BE USED FOR SCHOLARSHIPS, TO PROVIDE FOR INTERNSHIPS, OR TO SUPPORT OTHER ACTIVITIES THAT IMPROVE ACCESS TO BEHAVIORAL HEALTH SERVICES FOR LOW INCOME AND VULNERABLE POPULATIONS. |
| Part X, Line 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES GENERATED FROM THE RENTAL OF CERTAIN DEBT-FINANCED PROPERTY. AT DECEMBER 31, 2024, THE ACTIVITY REPORTED OPERATING INCOME OF $0 WHICH DID NOT ADD OR SUBTRACT FROM OPERATING LOSS CARRYFORWARDS. THE UNUSED NET OPERATING LOSS CARRYFORWARDS MAY BE APPLIED AGAINST FUTURE TAXABLE INCOME. THE DEFERRED TAX ASSET HAS NOT BEEN RECORDED IN THE FINANCIAL STATEMENTS DUE TO THE UNDETERMINABLE TIMING OF EVENTS OF WHICH THE FOUNDATION WOULD BE ABLE TO UTILIZE THE CARRYFORWARDS. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (FORM 990-T) FOR 2021, 2022, AND 2023 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY WERE FILED. MANAGEMENT BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. |
| Part XI, Line 2d - Other Adjustments: | CHANGE IN SPLIT INTEREST AGREEMENT 14,052. UNREALIZED LOSSES ON INVESTMENTS -323,528. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| ASANTE ASHLAND COMMUNITY HOSPITAL | ||||||
| 280 MAPLE STREET | ASHLAND | OR | 97520 | $102,639 | $0 | FUNDING PROVIDED TO ASSIST WITH: EMPLOYEES EXPERIENCING FINANCIAL HARDSHIP; PURCHASE OF A NEW ULTRASOUND UNIT; SUPPORT THE GENERAL OPERATIONS OF THE FAMILY BIRTH CENTER; SUPPORT CARE OF UNINSURED AND THE GENERAL OPERATIONS OF THE SAME DAY SURGERY DEPARTMENT. |
| ASHLAND FAMILY YMCA | ||||||
| 540 YMCA WAY | ASHLAND | OR | 97520 | $15,270 | $0 | TO HOST WATER SAFETY INSTRUCTOR CLASSES AND TO HOST A FLU AND COVID VACCINE CLINIC FOR UNINSURED OR UNDERINSURED INDIVIDUALS. |
| ASHLAND SCHOOL DISTRICT | ||||||
| 201 S MOUNTAIN AVENUE | ASHLAND | OR | 97520 | $44,521 | $0 | GIFTS WERE USED TO SUPPORT THE SCHOOL NURSE PROGRAM AND SUPPORTED THE BEHAVIORAL HEALTH INTERN PROGRAM. |
| ASHLAND WATER POLO TEAM | ||||||
| PO BOX 623 | ASHLAND | OR | 97520 | $10,000 | $0 | SUPPORTED A SUMMER CAMP FOR KIDS TO INTRODUCE THEM TO THE SPORT AND HELP BUILD SKILLS. FUNDS WERE USED TO HELP PAY COACHING FEES, NEW EQUIPMENT, AND SCHOLARSHIPS FOR KIDS. |
| ARMADILLO COMMUNITY CHARTER SCHOOL | ||||||
| PO BOX 1560 | PHOENIX | OR | 97535 | $15,000 | $0 | TO PURCHASE SUPPLIES FOR THEIR PANTRY OF BASIC RESOURCES FOR STUDENTS, COOKING CLASSES, AND SUBSTANCE MISUSE SUPPORT. |
| DAVID'S CHAIR | ||||||
| 185 EASTERN St STE 400 | WHITE CITY | OR | 97503 | $20,000 | $0 | USED TO PURCHASE AN ALL-TERRAIN POWERED CHAIR FOR USE IN LITHIA PARK TO INCREASE TRAIL ACCESS FOR PEOPLE WITH DISABILITIES. |
| LA CLINICA | ||||||
| 931 CHEVY WAY | MEDFORD | OR | 97504 | $50,000 | $0 | TO PURCHASE A NEW VAN FOR THE HAPPY SMILES MOBILE IN-SCHOOL DENTAL PROGRAM SERVING ASHLAND, TALENT, AND PHOENIX. |
| MEDICAL TEAMS INTERNATIONAL | ||||||
| 14150 SW MILTON CT | TIGARD | OR | 97224 | $30,000 | $0 | TO SUPPORT THEIR MOBILE CLINIC, WHICH PROVIDES DENTAL AND INTEGRATED CARE TO UNDERSERVED SENIORS AND VETERANS. |
| PEACE HOUSE | ||||||
| PO BOX 524 | ASHLAND | OR | 97520 | $6,000 | $0 | SUPPORT THE LOW-INCOME SENIOR FOOT CLINIC FOR THE NEXT TWO YEARS. |
| PHOENIX TALENT SCHOOL DISTRICT | ||||||
| 401 WEST 4TH STREET | PHOENIX | OR | 97535 | $57,864 | $0 | SUPPORT THE SCHOOL NURSE PROGRAM AND FOR THE CHILDRENS'S MENTAL HEALTH SUPPORTED THE LATINO FAMILY OUTREACH PROGRAM. |
| ROGUE VALLEY FARM TO SCHOOL | ||||||
| PO BOX 898 | ASHLAND | OR | 97520 | $25,000 | $0 | TO BENEFIT THEIR DIGGING DEEPER PROGRAM BY ADDING HARVEST MEAL FIELD TRIPS, COOKING MODULES AND GARDEN EDUCATION AT PHOENIX ELEMENTARY SCHOOL. |
| ROGUE VALLEY MENTORING | ||||||
| 2931 S PACIFIC HWY | MEDFORD | OR | 97501 | $26,000 | $0 | SUPPORT MENTAL HEALTH FOR TALENT MIDDLE SCHOOL STUDENTS. |
| SOUTHERN OREGON UNIVERSITY | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | $110,000 | $0 | TO SUPPORT THE ADDITION OF A FACULTY MEMBER IN THE CLINICAL MENTAL HEALTH COUNSELING PROGRAM. |
| TALENT MAKER CITY | ||||||
| 304 E MAIN ST | TALENT | OR | 97540 | $30,000 | $0 | SUPPORT FOR THEIR PARTNERSHIP WITH THE OREGON SPINAL CORD INJURY CONNECTION, INCLUDING WORKSHOPS, CUSTOMIZED TOOLS FOR WHEELCHAIR USERS, AND EDUCATION. |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS PROVIDED FOR NURSING, ALLIED AND EMERGENCY HEALTH | GrantTypeTxt |
| Cash Grant | $202,846 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I LINE 1 - MISSION STATEMENT | ASHLAND COMMUNITY HEALTH FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY. |
| FORM 990 PART III, LINE 4a - PROGRAM SERVICE ACCOMPLISHMENTS | ASANTE ASHLAND COMMUNITY HOSPITAL GRANTS - $102,639 AACH: $83,130 DONOR DESIGNATED FUNDS WERE USED TO SUPPORT THE PURCHASE A NEW ULTRASOUND UNIT TO BENEFIT AACH. THE NEW MOBILE UNIT INCLUDES MUSCULOSKELETAL IMAGING SERVICES AND BENEFITS INPATIENTS, OUTPATIENTS, AND PATIENTS SERVED IN THE FAMILY BIRTH CENTER AND EMERGENCY DEPARTMENT. BIRTH CENTER: $1,000 A DONOR DESIGNATED GIFT WAS USED TO SUPPORT THE GENERAL OPERATIONS OF THE FAMILY BIRTH CENTER. CARDIAC AND CANCER CARE: $15,611 THROUGH A BEQUEST FROM THE BIEGEL FAMILY MEMORIAL FOUNDATION, FUNDS WERE USED TO PURCHASE A NEW ECG MACHINE FOR THE EMERGENCY DEPARTMENT AT AACH. EMPLOYEE ASSISTANCE FUND: $2,098 DONOR DESIGNATED CONTRIBUTIONS SUPPORTED X EMPLOYEES AT ASHLAND'S HOSPITAL EXPERIENCING FINANCIAL HARDSHIP. EMERGENCY SERVICES FUND: $600 FUNDS WERE USED TO SUPPORT CARE OF UNINSURED PATIENTS. SAME DAY SURGERY: $200 A DONOR DESIGNATED GIFT WAS USED TO SUPPORT THE GENERAL OPERATIONS OF THE SAME DAY SURGERY DEPARTMENT. COMMUNITY GRANTS: $445,038 ACHF MITTEN, HAT & GLOVE DRIVE: $683 TO SUPPORT THE PURCHASE OF MITTENS, HATS, AND GLOVES FOR K-5 STUDENTS IN THE ASHLAND AND PHOENIX-TALENT SCHOOL DISTRICT. OVER 1,000 ITEMS WERE DISTRIBUTED TO STUDENTS. ITEMS WERE DONATED BY COMMUNITY MEMBERS, WITH SUPPLEMENTAL ITEMS PURCHASED BY ACHF TO ENSURE THAT EVERY CHILD HAS SOMETHING TO SELECT. ACHF COMMUNITY HEALTH SYMPOSIUM: $2,500 A GRANT FROM THE FORD FAMILY FOUNDATION HELPED SUPPORT THE COSTS ASSOCIATED WITH HOSTING THE COMMUNITY HEALTH SYMPOSIUM. ASHLAND FAMILY YMCA: $15,270 A GRANT FROM THE CHUCK BUTLER AQUATICS FUND WAS USED TO HOST WATER SAFETY INSTRUCTOR CLASSES. COMMUNITY CARE FUND DOLLARS WERE USED TO HOST A FLU AND COVID VACCINE CLINIC FOR UNINSURED OR UNDERINSURED INDIVIDUALS. ASHLAND FOOTBALL CLUB: $1,000 A GRANT FROM THE DAVE KITCHELL FUND WAS USED TO SUPPORT THE 2024 FOOTBALL SEASON TO HELP PAY FOR PREGAME MEALS, TRAVEL SNACKS, EQUIPMENT NEEDS, AND SCHOLARSHIPS FOR STUDENTS. ASHLAND SCHOOL DISTRICT: $44,520.50 DONOR DESIGNATED GIFTS WERE USED TO SUPPORT THE SCHOOL NURSE PROGRAM. A GRANT FROM THE LANG FAMILY CHILDREN'S MENTAL HEALTH FUND SUPPORTED THE BEHAVIORAL HEALTH INTERN PROGRAM. A GRANT FROM THE DAVE KITCHELL FUND SUPPORTED TRACK T-SHIRTS FOR 4th AND 5th GRADE STUDENTS AT BELLVIEW ELEMENTARY. ASHLAND WATER POLO TEAM: $10,000 A GRANT FROM THE CHUCK BUTLER AQUATICS FUND SUPPORTED A SUMMER CAMP FOR KIDS TO INTRODUCE THEM TO THE SPORT AND HELP BUILD THEIR SKILLS. FUNDS WERE ALSO USED TO HELP PAY FOR COACHING FEES, NEW EQUIPMENT, AND SCHOLARSHIPS FOR KIDS. ARMADILLO COMMUNITY CHARTER SCHOOL: $15,000 A COMBINATION OF FUNDS FROM COMMUNITY HEALTH INITIATIVES AND THE MACKRIS GROVEMAN FUND WERE USED TO PURCHASE SUPPLIES FOR THEIR PANTRY OF BASIC RESOURCES FOR STUDENTS, COOKING CLASSES, AND SUBSTANCE MISUSE SUPPORT. DAVID'S CHAIR: $20,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO PURCHASE AN ALL-TERRAIN POWERED CHAIR FOR USE IN LITHIA PARK TO INCREASE TRAIL ACCESS FOR PEOPLE WITH DISABILITIES. LA CLINICA: $50,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO PURCHASE A NEW VAN FOR THE HAPPY SMILES MOBILE IN-SCHOOL DENTAL PROGRAM SERVING ASHLAND, TALENT, AND PHOENIX. MEDICAL TEAMS INTERNATIONAL: $30,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO SUPPORT THEIR MOBILE CLINIC, WHICH PROVIDES DENTAL AND INTEGRATED CARE TO UNDERSERVED SENIORS AND VETERANS. PEACE HOUSE: $6,000 COMMUNITY CARE FUNDS WERE USED TO SUPPORT THE LOW-INCOME SENIOR FOOT CLINIC FOR THE NEXT TWO YEARS, WHICH IS OPERATED UNDER THE FISCAL UMBRELLA OF THE PEACE HOUSE. PHOENIX TALENT SCHOOL DISTRICT: $57,864.50 DONOR DESIGNATED GIFTS WERE USED TO SUPPORT THE SCHOOL NURSE PROGRAM. A GIFT FROM THE LANG FAMILY FUND FOR CHILDREN'S MENTAL HEALTH SUPPORTED THE LATINO FAMILY OUTREACH PROGRAM. THE COMMUNITY CARE FUND HELPED SUPPORT THE PURCHASE OF DIAPERS AND HYGIENE PRODUCTS FOR THEIR COMMUNITY CLOSEST THAT BENEFITS FAMILIES IN NEED. ROGUE VALLEY FARM TO SCHOOL: $25,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO BENEFIT THEIR DIGGING DEEPER PROGRAM BY ADDING HARVEST MEAL FIELD TRIPS, COOKING MODULES AND GARDEN EDUCATION AT THE PHOENIX ELEMENTARY SCHOOL. ROGUE VALLEY MENTORING: $26,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO SUPPORT THE MENTAL HEALTH OF STUDENTS AT THE TALENT MIDDLE SCHOOL. ROGUE VALLEY YOUTH LACROSSE ASSOCIATION: $1,000 A GRANT FROM THE DAVE KITCHELL FUND SUPPORTED RVYLA'S "FREE TRY LACROSSE DAYS" FOR STUDENTS WHO WANT TO TRY THE SPORT BEFORE THE SEASON BEGINS. SOUTHERN OREGON UNIVERSITY: $110,000 GRANT FUNDS FROM CAREOREGON AND JACKSON CARE CONNECT'S HEALTHCARE WORKFORCE TRAINING FUND WERE USED TO SUPPORT THE ADDITION OF A FACULTY MEMBER IN THE CLINICAL MENTAL HEALTH COUNSELING PROGRAM. TALENT MAKER CITY: $30,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO SUSTAIN THEIR PARTNERSHIP WITH THE OREGON SPINAL CORD INJURY CONNECTION, INCLUDING WORKSHOPS, CUSTOMIZED TOOLS FOR WHEELCHAIR USERS, AND EDUCATION AND ACCESSIBILITY IN THEIR NEW BUILDING. UNITED ROTARY CLUBS OF SOUTHERN OREGON: $200 TO SUPPORT THEIR DOLLY PARTON IMAGINATION LIBRARY INITIATIVE TO PROVIDE A FREE AGE-APPROPRIATE BOOK EACH MONTH TO CHILDREN FROM BIRTH TO AGE FIVE IN ASHLAND, TALENT, AND PHOENIX. SCHOLARSHIP AWARDS: $202,846 EVANS NURSING SCHOLARSHIPS: $191,546 THE WILLIAM G. & RUTH T. EVANS ENDOWED NURSING SCHOLARSHIP SUPPORTED SCHOLARSHIPS FOR 37 STUDENTS ENROLLED IN NURSING PROGRAMS AT ROGUE COMMUNITY COLLEGE AND OREGON HEALTH & SCIENCE UNIVERSITY - ASHLAND CAMPUS. ALLIED HEALTH SCHOLARSHIPS $5,833 SCHOLARSHIPS BENEFITED FOUR STUDENTS PURSUING CERTIFICATIONS AS MEDICAL ASSISTANTS AND PHLEBOTOMISTS AT ROGUE COMMUNITY COLLEGE. ROASTINGEAR OLIVER SCHOLARSHIP FUND: $5,467 SCHOLARSHIPS BENEFITED THREE STUDENTS PURSUING THEIR PARAMEDICINE CERTIFICATION AT ROGUE COMMUNITY COLLEGE. FOOTNOTE: IN 2024 THE FOUNDATION PROVIDED MEETING ROOM SPACE TO THE ROTARY CLUB OF ASHLAND AND TO SOROPTIMIST INTERNATIONAL OF ASHLAND FOR THEIR BOARD AND COMMITTEE MEETINGS. |
| Form 990, Part VI, Section A, line 6 | FOUNDATION BOARD MEMBERS SERVE AS VOTING MEMBERS WITH AUTHORITY AND RESPONSIBILITY TO DEVELOP POLICIES, PROCEDURES, AND REGULATIONS NECESSARY TO OPERATE THE FOUNDATION, PARTICIPATE IN FUNDRAISING THROUGH PERSONAL CONTRIBUTIONS, AND PARTICPATE IN THE VARIOUS CAMPAIGNS NECESSARY TO FINANCE THE ONGOING OPERATION OF THE FOUNDATION. BOARD MEMBERS SERVE A THREE YEAR TERM (UNLESS ELECTED TO FILL AN UNEXPIRED TERM). |
| Form 990, Part VI, Section A, line 7a | THE OFFICERS SHALL BE ELECTED BY, AND SHALL SERVE AT THE PLEASURE OF, THE BOARD, AND SHALL HOLD THEIR RESPECTIVE OFFICES UNTIL THEIR RESIGNATION, REMOVAL, OR OTHER DISQUALIFICATION FROM SERVICE, OR UNTIL THEIR RESPECTIVE SUCCESSORS SHALL BE ELECTED. THE PRESIDENT SHALL BE ELECTED FOR A TWO-YEAR TERM OF OFFICE. VICE-PRESIDENT, SECRETARY AND TREASURER SHALL BE ELECTED ANNUALLY. |
| Form 990, Part VI, Section B, line 11b | THE ACH FOUNDATION HAS A STANDING ASSET MANAGEMENT COMMITTEE THAT MEETS QUARTERLY TO REVIEW FINANCIAL STATEMENTS, INCLUDING EXPENSES, INCOME, GRANTS, CASH DISBURSEMENTS, BALANCE SHEET, PROFIT AND LOSS, AND ANY AUDIT LETTERS. IN ADDITION, TIME IS ALLOCATED AT EACH QUARTERLY BOARD MEETING TO REVIEW FINANCIAL STATEMENTS AND THE ANNUAL AUDIT IS PRESENTED TO THE FULL FOUNDATION BOARD UPON ITS COMPLETION. BOTH THE ASSET MANAGEMENT COMMITTEE AND THE BOARD MONITOR THE FINANCIAL RESOURCES TO ENSURE THAT FUNDS ARE APPROPRIATELY ACCOUNTED FOR. THE FOUNDATION BOARD TREASURER REVIEWS THE FINANCIAL STATEMENTS ON A MONTHLY BASIS. FINANCIAL STATEMENTS: 1. THE ACH FOUNDATION IS NOT REQUIRED BY LAW TO UNDERGO AN AUDIT BY AN INDEPENDENT AUDITOR. 2. THE ACH FOUNDATION HAS NOT RECEIVED FEDERAL FUNDS THAT REQUIRES ONE OR MORE AUDITS. 3. THE ACH FOUNDATION BOARD HAS AN ESTABLISHED ASSET MANAGEMENT COMMITTEE WHICH MAKES RECOMMENDATIONS ON THE SELECTION OF THE INDEPENDENT AUDITOR TO THE FOUNDATION BOARD. IN ADDITION, THEY OVERSEE THE INDEPENDENT AUDITOR. 4. THE ACH FOUNDATION CURRENTLY HAS FINANCIAL STATEMENTS COMPILED BY AN INDEPENDENT ACCOUNTANT AND AUDITED ANNUALLY BY A QUALIFIED THIRD-PARTY. |
| Form 990, Part VI, Section B, line 12c | ALL BOARD MEMBERS ARE EXPECTED TO ACCEPT AND ADHERE TO POLICIES AND HOLD FELLOW BOARD MEMBERS AND STAFF TO THE SAME STANDARDS. MONITORING OF SUCH IS ONGOING. |
| Form 990, Part VI, Section C, line 18 | THE FOUNDATION'S DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION MAY BE REQUESTED FOR VIEWING BY CONTACTING THE FOUNDATION'S OFFICE. |
| Form 990, Part VI, Section C, line 19 | THE FOUNDATION'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND BY VISITING THE WEBSITE WWW.ACHFOUNDATION.ORG |
| Form 990, Part XI, line 9: | CHANGE IN MARKET VALUE OF TRUST ASSETS 14,052. IN-KIND EXPENSES -19,829. |
| FINANCIAL STATEMENT AND AUDIT OVERSIGHT | THE OVERSIGHT OR SELECTION PROCESS HAS NOT CHANGED DURING THE YEAR. |
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