2020-08-26T08:47:51-05:00 2019-12-31 710825859 EMRICH & SCROGGINS LLP CPA'S 920 NORTH JEFFERSON EL DORADO AR 717304621 990 2019-01-01 710236863 SHARE FOUNDATION SHAR 8708819015 2299 CHAMPAGNOLLE ROAD EL DORADO AR 71730 BRIAN W JONES PRESIDENT/CEO 8708819015 2020-08-24 1 STACY D SCROGGINS P00773646 8708626510 X 67.14.213.42 2020-08-24 16:38:34 CD P 76B9E8273DA789E482C962538CB7CF88E443776D 6D579BA2CB1BD5710BC618E3C8A887E011C09A4B 2019 2020-11-06 18:47:13Z BRIAN W JONES 2299 CHAMPAGNOLLE ROAD EL DORADO AR 71730 16371434 0 X WWW.SHAREFOUNDATION.COM X 1996 AR TO IDENTIFY, DEVELOP AND FOSTER PROGRAMS AND SERVICES THAT FURTHER THE HEALTH AND WELL BEING OF THE PEOPLE OF OUR COMMUNITY AND SURROUNDING AREAS. 12 12 178 366 0 0 2659099 2390739 4703149 4499895 2891595 3212691 130332 89905 10384175 10193230 339183 369630 0 0 5796833 5517010 0 0 67860 4240627 3532141 10376643 9418781 7532 774449 62904414 71710798 1134942 1357843 61769472 70352955 TO IDENTIFY, DEVELOP AND FOSTER PROGRAMS AND SERVICES THAT FURTHER THE HEALTH AND WELL BEING OF THE PEOPLE OF OUR COMMUNITY AND SURROUNDING AREAS. 0 0 7364563 369630 THE VISION OF SHARE FOUNDATION IS TO BUILD A HEALTHIER COMMUNITY. THE MISSION OF SHARE FOUNDATION IS "TO IDENTIFY, DEVELOP AND FOSTER PROGRAMS AND SERVICES THAT FURTHER THE HEALTH AND WELL BEING OF THE PEOPLE OF OUR COMMUNITY AND SURROUNDING AREAS". THE IMPACT VALUE OF SHARE IS INTEGRITY, MOTIVATED, PROFESSIONALISM, ADAPTABILITY, COMPASSION AND TEAMWORK. SHARE FOUNDATION SERVICES INCLUDE: LIFE TOUCH HOSPICE, CHAPLAINCY SERVICES, EXTREME YOUTH PROGRAMS, KNOX WHITE HEALTHWORKS FITNESS CENTER, INTERFAITH CLINIC, SCHOLARSHIPS AND GRANTS. MORE INFORMATION IS PROVIDED ABOUT THESE PROGRAMS AND SERVICES ON THE RESPECTIVE PAGES OF THE ORGANIZATION'S WEBSITE WHICH IS WWW.SHAREFOUNDATION.COM 7364563 1 1 0 1 0 1 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 77 0 1 178 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AR X BRIAN W JONES 8708819015 2299 CHAMPAGNOLLE ROAD EL DORADO AR 71730 STEVE COUSINS CHAIRMAN 0.50 X X 0 0 0 STEVE CAMERON VICE-CHAIRMAN 0.50 X X 0 0 0 MICHAEL DONNELLA BOARD MEMBER 0.50 X 0 0 0 STEVE COSSE BOARD MEMBER 0.50 X 0 0 0 TERRY NORMAN BOARD MEMBER 0.50 X 0 0 0 LARKIN WILSON BOARD MEMBER 0.50 X 0 0 0 ROB REYNOLDS BOARD MEMBER 0.50 X 0 0 0 DR GREG SMART BOARD MEMBER 0.50 X 0 0 0 LINDA D STRINGFELLOW BOARD MEMBER 0.50 X 0 0 0 CHRIS HEGI BOARD MEMBER 0.50 X 0 0 0 MARCIA FORD BOARD MEMBER 0.50 X 0 0 0 BOB NOLAN BOARD MEMBER 0.50 X 0 0 0 BRIAN W JONES PRESIDENT/CEO 40.00 X 189245 0 21209 DEBORAH WATTS SECRETARY/VP OF COMMUNITY IMPACT 40.00 X 110411 0 14154 BRITNEY SNELL TREASURER/VP OF FINANCE 40.00 X 88433 0 14319 388089 0 49682 5 0 1 0 COLAMBRA OPERATIONS 38 WARNOCK SPRINGS RD MAGNOLIA AR 71753 HOSPICE PATIENTS ROOM & BOARD 333764 WRNC 1440 EAST CHURCH ST WARREN AR 71671 HOSPICE PATIENTS ROOM & BOARD 261242 TIMBERLANE HEALTH & REHAB 2002 TIMBERWOOD RD EL DORADO AR 71730 HOSPICE PATIENTS ROOM & BOARD 242157 ANAYA MEDICAL PO BOX 10505 EL DORADO AR 71730 MEDICAL EQUIPMENT 199653 COURTYARD 2415 W HILLSBORO EL DORADO AR 71730 HOSPICE PATIENTS ROOM & BOARD 142468 6 912892 43281 1434566 1280788 2390739 PATIENT SERVICE REVENUE 900099 4171575 4171575 HEALTH WELLNESS REVENUE 900099 328320 328320 4499895 1132398 1132398 37395 14159 23236 23236 23236 8192048 6111755 2080293 2080293 2080293 113136 52290 60846 60846 OTHER INCOME 900099 5823 5823 5823 10193230 4505718 0 3296773 325239 325239 44391 44391 580497 412153 162539 5805 3796310 2694942 1053338 48030 255032 181073 71485 2474 566980 402473 156870 7637 318191 225884 88393 3914 19947 19947 32800 32800 67886 67886 73918 10097 63821 100597 72303 28294 327570 235438 92132 436131 414611 21520 145840 112514 33326 385608 362772 22836 149651 118026 31625 MEDICAL SUPPLIES 1461721 1461721 BAD DEBT 121859 121859 DUES & SUBSCRIPTIONS 55366 39794 15572 GRANT EXPENSE 51700 51700 101547 77573 23974 9418781 7364563 1986358 67860 355804 566079 82610 83800 500054 461596 27949 98307 16630452 8804187 8025996 7826265 53622688 62452597 289313 222154 62904414 71710798 424137 523103 294550 324271 7019 85517 409236 424952 1134942 1357843 X 60986194 69388415 783278 964540 61769472 70352955 62904414 71710798 774449 7809034 0 X 0 1 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 142 142 0 PART II-B, LINE 1: SHARE FOUNDATION, INC., PAYS DUES TO THE NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION. A PORTION OF THOSE DUES ARE USED FOR LOBBYING. 2 20000 646828 1 1 X 0 554577 20000 96493 24242 646828 553751 20025 19199 554577 476878 21070 64608 8805 553751 415188 52146 13978 4434 476878 381664 41344 7820 415188 0.73000 0.27000 0 0 805000 805000 14234457 14234457 7380422 -7380422 1590995 1423765 167230 7826265 FIXED INCOME SECURITIES 10728051 F EQUITY SECURITIES 45453392 F PARTNERSHIP FUNDS 6191819 F PRIVATE EQUITY 79335 F 62452597 ACCRUED EXPENSES 424952 424952 X 17958759 7809034 24381 7833415 10125344 67886 67886 10193230 9375276 24381 24381 9350895 67886 67886 9418781 PART III, LINE 1A: ART COLLECTION - WORKS OF ART, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS IN ACCORDANCE WITH FASB ASC, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. AT DECEMBER 31, 1996, THE ORGANIZATIONS ART COLLECTION HAD AN APPRAISED VALUE OF $346,050. NO APPRAISAL HAS BEEN PERFORMED SUBSEQUENT TO THIS DATE. SINCE THE APPRAISAL, THE ORGANIZATION RECEIVED CONTRIBUTIONS OF 28 PAINTINGS WITH AN APPROXIMATE VALUE OF $48,300. NO SUCH CONTRIBUTIONS WERE RECEIVED DURING THE YEAR ENDED DECEMBER 31, 2018. PART V, LINE 4: THE ENDOWED FUNDS WERE ESTABLISHED FOR SCHOLARSHIPS AND HEALTHCARE FOR INDIVIDUALS IN NEED. PART X, LINE 2: THE ORGANIZATION 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. THE ORGANIZATION HAS AN INTEREST IN AN INVESTMENT PARTNERSHIP FORMED TO ACHIEVE CAPITAL APPRECIATION AND OTHER INCOME FROM A PORTFOLIO OF INVESTMENTS IN MEDIA, COMMUNICATION AND RELATED BUSINESSES WHICH IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. AT DECEMBER 31, 2018, THE ORGANIZATION HAD NO TAX LIABILITY RELATED TO THE UNRELATED BUSINESS ACTIVITY. THE ORGANIZATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 14,159. FUNDRAISING EVENTS EXPENSES 10,222. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENTS EXPENSES 10,222. RENTAL EXPENSE 14,159. 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 PART I, LINE 2: N/A - THE ORGANIZATION DOES NOT PROVIDE GRANTS TO INDIVIDUALS OR ORGANIZATIONS OUTSIDE OF THE UNITED STATES. PART III ACCOUNTING METHOD: SCHEDULE F FOREIGN INVESTMENTS THE ORGANIZATION HAD ALTERNATIVE INVESTMENT FUNDS DURING THE TAX YEAR 2019 THAT WERE HELD IN OFFSHORE ACCOUNTS. SOME OF THE INVESTMENTS CONSISTED OF HEDGE FUNDS FOR THE PURPOSE OF OPTIMIZING THE RETURN ON THE MANAGED INVESTMENT PORTFOLIO. THE ORGANIZATION DID NOT MEET THE FILING REQUIREMENTS TO FILE FORMS 5471, 8621 AND 8865 FOR THE YEAR ENDED DECEMBER 31, 2019. THE FMV OF THE ORGANIZATION'S INVESTMENTS AT 12/31/19 WAS APPROXIMATELY $62M AND THE INVESTMENT CONSULTANT ESTIMATES THAT FOREIGN HOLDINGS OWNED DIRECTLY AND INDIRECTLY COMPRISE 17.9% OF THAT AMOUNT. GOLF TOURNAMENT 74756 74756 5400 10800 7000 14220 HEALTHWORKS 5K 9381 9381 4592 1 5556 5556 89693 89693 5400 10800 7000 18812 42012 47681 1 BOYS & GIRLS CLUB OF EL DORADO 37800 TEEN CENTER PERSONNEL AND VAN SOUTH ARKANSAS CARING PREGNANCY 38500 PERSONNEL CROSS LIFE 32500 PERSONNEL FOR SHIFT LIFE MINISTRIES AND COMMUNITY OUTREACH SALVATION ARMY 32500 PATHWAY TO HOPE PROGRAM SOUTH ARKANSAS ARTS CENTER 25000 GENERAL OPERATIONS TURNING POINT OF SOUTH ARKANSAS 19000 PERSONNEL EAGLE FOUNDATION 32000 PERSONNEL, MENTOR STIPENDS, PROGRAM SUPPLIES AND MARKETING WYATT BAPTIST CHURCH 60671 PERSONNEL, TRAVEL AND MARKETING EL DORADO SCHOOLS 10000 BEHAVIORAL HEALTH SOFTWARE FOR TEACHERS AND STUDENTS MAGDALENE HOUSE 21300 PERSONNEL AND MINIMAL RESIDENT EXPENSES THE CALL 15000 RENT AND UTILITIES FOR SUPPORT CENTER SCHOLARSHIPS 7 44391 PART I, LINE 2: ORGANIZATION REQUIRES FINANCIAL STATEMENTS AND REPORTS TO BE SUBMITTED BY RECIPIENTS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 BRIAN W JONES PRESIDENT/CEO 189245 0 0 0 0 0 13891 0 7318 0 210454 0 0 0 DR GREG SMART BOARD MEMBER 29015 SHARE FOUNDATION RENTED OFFICE SPACE FROM BOARD MEMBER 0 DR GREG SMART BOARD MEMBER 4587 SHARE FOUNDATION USED COMPANY OWNED BY THE BOARD MEMBER TO COMPLETE EMPLOYEE DRUG SCREENS 0 X 1 58356 MARKET X 1 387000 X 4 815285 MARKET X PLAYGROUND EQUIPMENT 1 18396 MARKET X MOWER 1 1751 MARKET 0 0 1 PART I, LINE 32B: ORGANIZATION USES AN INVESTMENT COMPANY TO RECEIVE CONTRIBUTIONS OF STOCKS AND THEIR POLICY IS TO SELL THE STOCK CERTIFICATES UPON RECEIPT. FORM 990 PART 1 LINE 1 VISION AND VALUES THE VISION OF SHARE IS TO BUILD A HEALTHIER COMMUNITY. THE IMPACT VALUE OF SHARE IS INTEGRITY, MOTIVATED, PROFESSIONALISM, ADAPTABILITY, COMPASSION AND TEAMWORK. SHARE WILL ACCOMPLISH ITS MISSION AND REALIZE ITS VISIONS BY: 1. CONTRIBUTING TO THE WELL BEING OF FAMILIES IN CRISIS BY MINISTERING THROUGH LIFE TOUCH HOSPICE TO INDIVIDUALS AND THEIR FAMILIES WITH LIFE LIMITING CONDITIONS; 2. PROMOTING HEALTH AND WELLNESS THROUGH KNOX WHITE HEALTHWORKS FITNESS CENTER; 3. INCREASING ACCESS TO PRIMARY HEALTH AND DENTAL CARE, PRESCRITIPION MEDICATION ASSISTANCE AND HEALTH EDUCATION THROUGH INTERFAITH CLINIC; 4. REDUCING THE RISK OF DRUG USE AMOUNG OUR YOUNG PEOPLE THROUGH THE PREVENTION EFFORTS OF EXTREME YOUTH PROGRAMS; 5. PROVIDING SPIRITUAL CARE TO PATIENTS, FAMILIES, STAFF AND VOLUNTEERS OF MEDICAL CENTER OF SOUTH ARKNASAS THROUGH CHAPLAINCY SERVICES; 6. PROVIDING PALLIATIVE CARE FOR PEOPLE LIVING WITH A SERIOUS ILLNESS; 7. AWARDING GRANTS TO OTHER NON-PROFIT ORGANIZATIONS WHOSE PROGRAMS SERVE TO FURTHER THE HEALTH AND WELL BEING OF THE PEOPLE OF OUR COMMUNITY AND SURROUNDING AREAS; 8. PROVIDING SCHOLARSHIP ASSISTANCE FOR HEALTH RELATED AND PUBLIC EDUCATION CAREERS; AND 9. CONSIDERING NEW INITIATIVES CONSISTENT WITH THE MISSION AND VISION THAT ARE DESIGNED TO ADDRESS UNMET NEEDS. THE TWO CORE STRATEGIC OBJECTIVES OF EVERY PROGRAM AND SERVICE PROVIDED BY SHARE ARE: 1. TO BE THE EMPLOYER OF CHOICE IN OUR COMMUNITY AS WE IMPLEMENT STRATEGIES DESIGNED TO RECRUIT AND RETAIN A-PLAYERS, RECOGNIZING THAT OUR EMPLOYEES ARE OUR GREATEST ASSETS; AND 2. TO MAINTAIN A CULTURE OF QUALITY AND EXCELLENCE BOTH INTERNALLY AND EXTERNALLY. FORM 990, PART VI, SECTION B, LINE 11B THE SHARE BOARD RECEIVES THE 990 WITH THEIR BOARD PACKET TO REVIEW PRIOR TO FILING. AT THE MEETING THEY ARE AFFORDED A QUESTION/ANSWER TIME WITH THE PREPARER. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A DISCLOSURE FORM THAT THE BOARD MEMBERS SIGN ANNUALLY WHICH STATES THAT THEY HAVE READ AND UNDERSTOOD THE CONFLICT OF INTEREST POLICY AND THAT THEY AGREE TO COMPLY WITH STATED POLICY. ANY NEW BOARD MEMBERS RECEIVE THE POLICY AND SIGN THE DISCLOSURE AS PART OF THE BOARD MEMBER ORIENTATION. FORM 990, PART VI, SECTION B, LINE 15 WITH RESPECT TO EMPLOYMENT, COMPENSATION AND BENEFITS TO EMPLOYEES, CONSULTANTS, CONTRACT WORKERS AND VOLUNTEERS, THE BOARD AND THE PRESIDENT/CEO SHALL OPERATE SHARE FOUNDATION IN A MANNER WHICH IS LEGAL, ETHICAL, NONDISCRIMINATORY AND PROTECTS SHARE'S PUBLIC IMAGE, FISCAL INTEGRITY AND TAX-EXEMPT STATUS. A "DISQUALIFIED PERSON" IS DEFINED AS ANYONE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER SHARE FOUNDATION. THE BOARD OF DIRECTORS OF SHARE FOUNDATION SHALL CONDUCT AN ANNUAL ANALYSIS OF THE REASONABLENESS OF THE COMPENSATION AND BENEFITS FOR THE PRESIDENT/CEO AND ANY OTHER "DISQUALIFIED PERSON" BASED ON COMPARABILITY DATA, TO THE EXTENT THAT SUCH COMPARABILITY DATA IS AVAILABLE. IN NO INSTANCE SHALL EXCESS BENEFITS (VALUE OF COMPENSATION IN EXCESS OF MARKET VALUE OF SERVICES OR IN EXCESS OF THE BENEFIT PROVIDED TO SHARE) BE GIVEN TO A "DISQUALIFIED PERSON". FULL BOARD APPROVAL OF THE COMPENSATION FOR THE PRESIDENT/CEO AND ANY OTHER "DISQUALIFIED PERSON" IS REQUIRED AND SHALL BE DOCUMENTED IN THE MINUTES OF THE MEETING IN WHICH APPROVAL OCCURRED. THE IRS REBUTTABLE PRESUMPTION CHECKLIST WILL BE COMPLETED ON EACH "DISQUALIFIED PERSON" OUTLINING THE DOCUMENTATION OF THE PROCESS USED BY THE BOARD TO REVIEW AND DETERMINE THE REASONABLENESS OF THE COMPENSATION APPROVED. THE REBUTTABLE PRESUMPTION CHECKLIST WILL BE REVIEWED AND APPROVED BY THE BOARD AND INCLUDED IN THE MINUTES OF THE MEETING IN WHICH IT WAS APPROVED. COMPENSATION AND BENEFITS SHALL BE FLEXIBLE ENOUGH TO ATTRACT AND RETAIN EMPLOYEES WHO ARE BEST ABLE TO ASSIST SHARE IN ACHIEVING ITS MISSION, INCLUDING THE ABILITY TO ATTRACT A DIVERSE WORKFORCE AND PROVIDE OPPORTUNITIES FOR PROFESSIONAL GROWTH. ONLY THE BOARD OF DIRECTORS CAN CHANGE THE PRESIDENT/CEO'S COMPENSATION AND BENEFITS. THE PRESIDENT/CEO SHALL NOT INCUR ANY COMPENSATION OR BENEFIT OBLIGATIONS OVER A LONGER TERM THAN REVENUES CAN SAFELY BE PROJECTED, IN NO EVENT LONGER THAN ONE YEAR, AND IN ALL EVENTS SUBJECT TO LOSSES OF REVENUE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE MAINTAINED AT THE OFFICE LOCATED AT 2299 CHAMPAGNOLLE ROAD, EL DORADO, AR 71730. ANY PERSONS INTERESTED MAY REVIEW THEM AT THE OFFICE OR COPIES ARE PROVIDED IF REQUESTED.