2025-09-10T10:30:43-05:00 2024-12-31 204749363 ISLER MEDFORD LLC 839 ALDER CREEK DR MEDFORD OR 97504 990 2024-01-01 930691238 ASHLAND COMMUNITY HOSPITAL FOUNDATION ASHL 5414820367 123 CLEAR CREEK DRIVE 101 ASHLAND OR 97520 JEFFREY McCULLOUGH PRESIDENT 5414820367 2025-08-29 1 0 CAROLYN M RYDER P00033827 5417797641 2024 2025-03-06 01:10:19Z ASHLAND COMMUNITY HEALTH FOUNDATION STEPHANIE ROLAND 123 CLEAR CREEK DRIVE 101 ASHLAND OR 97520 10090659 0 X WWW.ACHFOUNDATION.ORG X 1977 OR 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. 14 0 6 0 361200 0 1221150 1811548 39504 40689 413988 1772340 279328 365303 1953970 3989880 562797 750523 0 0 364185 287377 0 0 0 311522 338049 1238504 1375949 715466 2613931 11608714 13924255 172684 183770 11436030 13740485 X ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY. 0 0 824395 750523 1377664 See Schedule O 5550 40689 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. 829945 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 0 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OR X X BURNS AND COMPANY CPAS LLC 5414823711 1101 SISKIYOU BLVD ASHLAND OR 97520 X BLANCALUZ BROSSARD DIRECTOR 2.00 X 0 0 0 DIANE YALEY KNOX DIRECTOR 2.00 X 0 0 0 ERIN COKE DIRECTOR 2.00 X 0 0 0 REBECCA ORF DIRECTOR 2.00 X 0 0 0 MELISSA GRUDIN TREASURER 2.00 X X 0 0 0 LARRY GIBBS SECRETARY 2.00 X X 0 0 0 TIFFANIE LAMBERT DIRECTOR 2.00 X 0 0 0 GARY LAVENTURE DIRECTOR 2.00 X 0 0 0 JEFFREY MCCULLOUGH PRESIDENT 2.00 X X 0 0 0 DANA PRESTON DIRECTOR 2.00 X 0 0 0 LIZ MURPHY DIRECTOR 2.00 X 0 0 0 JUDITH PAVLIK DIRECTOR 2.00 X 0 0 0 NICK PALMESANO DIRECTOR 2.00 X 0 0 0 CINDY BERNARD PAST PRESIDENT 2.00 X 0 0 0 0 0 0 0 0 0 0 0 1811548 1811548 RENT OF MED FACILITIES 531390 40689 40689 40689 398779 398779 361200 0 361200 361200 361200 7474340 6100779 1373561 1373561 1373561 MISCELLANEOUS INCOME 561000 4103 4103 4103 3989880 1418353 361200 398779 547677 547677 202846 202846 112981 112981 142827 142827 7639 7639 23930 23930 40167 40167 63832 63832 1545 1545 28059 28059 47066 47066 5798 5798 5939 4007 1932 8034 8034 CAMPAIGN EXPENSES 34861 34861 CONSULTING FEES 23850 23850 DONOR RELATIONS 21076 21076 PAYROLL PROCESSING COST 14190 14190 43632 5288 38344 1375949 829945 546004 0 48642 86356 214722 256560 159626 138700 2439 2442 7979 4893 578902 120240 464601 458662 10607205 12973142 103500 3500 11608714 13924255 8944 11067 163740 172703 172684 183770 X 3866311 4452712 7569719 9287773 11436030 13740485 11608714 13924255 X 2613931 -323528 19829 -5777 X X 0 1 X 1 0 X 723175 491022 396857 1221150 1811548 4643752 723175 491022 396857 1221150 1811548 4643752 4643752 535673 560484 565606 572922 800668 3035353 7679105 0.60470 0.55320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5281764 688907 667334 288157 30781 6319067 4273083 448426 769411 181675 27481 5281764 5129869 172297 -753173 248923 26987 4273083 4602662 557704 661812 663980 28329 5129869 4117624 49194 609187 148890 24452 4602662 0 0 411472 411472 157771 112029 45742 9659 8211 1448 458662 MUTUAL FUNDS 12707322 F UNITRUST ASSETS 265820 F 12973142 ANNUITY OBLIGATION 158460 DEPOSITS 2600 ACCRUED PAYROLL 11643 172703 X 3700233 19829 -309476 -289647 3989880 0 3989880 1395778 19829 19829 1375949 0 1375949 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. 0 ASANTE ASHLAND COMMUNITY HOSPITAL 280 MAPLE STREET ASHLAND OR 97520 102639 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 15270 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 44521 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 10000 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 15000 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 20000 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 50000 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 30000 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 6000 0 SUPPORT THE LOW-INCOME SENIOR FOOT CLINIC FOR THE NEXT TWO YEARS. PHOENIX TALENT SCHOOL DISTRICT 401 WEST 4TH STREET PHOENIX OR 97535 57864 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 25000 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 26000 0 SUPPORT MENTAL HEALTH FOR TALENT MIDDLE SCHOOL STUDENTS. SOUTHERN OREGON UNIVERSITY 1250 SISKIYOU BLVD ASHLAND OR 97520 110000 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 30000 0 SUPPORT FOR THEIR PARTNERSHIP WITH THE OREGON SPINAL CORD INJURY CONNECTION, INCLUDING WORKSHOPS, CUSTOMIZED TOOLS FOR WHEELCHAIR USERS, AND EDUCATION. SCHOLARSHIPS PROVIDED FOR NURSING, ALLIED AND EMERGENCY HEALTH 202846 FMV 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.