SOUTHSIDE HEALTH EDUCATION FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHSIDE HEALTH EDUCATION FOUNDATION (EIN 83-0458666)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-15
- IRS object ID
- 202021979349301997
- Schema version
- 2019v5.1
- 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 | 2020-07-15T10:45:07-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541802979 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON ANDERSON & ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 517 | AddressLine1Txt |
| City | COLONIAL HEIGHTS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830458666 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHSIDE HEALTH EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 8045264848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 867 | AddressLine1Txt |
| City | COLONIAL HEIGHTS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 238340867 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD YATES | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 8045264848 | PhoneNum |
| Signature | 2020-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DON ANDERSON | PreparerPersonNm |
| PTIN | P00239432 | PTIN |
| Phone | 8045264848 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.85.40.105 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-14 | IPDt |
| IP Tm | 12:34:35 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6E75DABE24DB922D261C9920120553AA50F0CCC1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6E75DABE24DB922D261C9920120553AA50F0CCC1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD YATES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 867 | AddressLine1Txt |
| City | COLONIAL HEIGHTS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 238340867 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $370,495 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHEFVA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | SOUTHSIDE HEALTH EDUCATION FOUNDATION (SHEF) PROVIDES FINANCIAL EDUCATIONAL ASSISTANCE TO RESIDENTS OF SOUTHSIDE VIRGINIA WHO HAVE THE DESIRE AND AMBITION TO BECOME HEALTH CARE PROVIDERS BUT WHO LACK SUFFICIENT FINANCIAL RESOURCES. SHEF ALSO SERVES AS A RESOURCE FOR INFORMATION THAT SUPPORTS HEALTH CARE OPPORTUNITIES IN OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $292,865 | PYContributionsGrantsAmt |
| CY Contributions Grants | $310,133 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $625 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,425 | CYProgramServiceRevenueAmt |
| PY Investment Income | $48,455 | PYInvestmentIncomeAmt |
| CY Investment Income | $58,932 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $5 | CYOtherRevenueAmt |
| PY Total Revenue | $341,945 | PYTotalRevenueAmt |
| CY Total Revenue | $370,495 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $294,985 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $304,786 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,230 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,814 | PYOtherExpensesAmt |
| CY Other Expenses | $29,335 | CYOtherExpensesAmt |
| PY Total Expenses | $309,799 | PYTotalExpensesAmt |
| CY Total Expenses | $337,351 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $32,146 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $33,144 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,299,073 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,803,016 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $115,127 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $207,653 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,183,946 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,595,363 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE RECEIPT AND DISTRIBUTION OF SCHOLARSHIP FUNDS, LOANS AND OTHER FUNDS TO QUALIFIED INDIVIDUALS WHO ARE AFFILIATED WITH THE CHARITIES SERVICE AREA AND WHO WISH TO PURSUE AN EDUCATION IN A HEALTH-RELATED FIELD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $304,786 | ExpenseAmt |
| Grant | $304,786 | GrantAmt |
| Desc | SCHOLARSHIPS WERE AWARDED TO 130 RECIPIENTS. SCHOLARSHIP FUNDS WERE A RESULT OF DONATIONS FROM THE LETTIE PATE WHITEHEAD FOUNDATION,WHOSE FUNDS WERE DESIGNATED TO BE USED TO PROVIDE SCHOLARSHIPS TO CHRISTIAN WOMEN WHO RESIDE IN ONE OF THE SPECIFIED STATES OF AL, FL, GA, LA, MS, NC, SC, TN OR VA,PUBLIC SUPPORT DIRECTLY AND FROM PRIOR AND CURRENT FUNDS DESIGNATED FOR SHCOLARSHIPS. SCHOLARSHIPS WERE ALSO FUNDED BY THE LYONS-LIPCHAK FUND AND SOUTHSIDE HEALTH EDUCATION FOUNDATION. THE SCHOLARSHIPS WERE AWARDED TO INDIVIDUALS PERSUING A DEGREE IN THE FIELD OF NURSING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,740 | ExpenseAmt |
| Revenue | $1,430 | RevenueAmt |
| Desc | SHEF'S SOUTHSIDE CAREERS EXPLORING PROGRAM SERVES THE REGION'S YOUTH, AGES 12-20, AND PROVIDES A HANDS-ON INTRODUCTION TO THE REGION'S HEALTH EMPLOYERS, HEALTH CAREER OPPORTUNITY, OPPORTUNITIES FOR TRAINING, AND INFORMATION ON FINANCIAL ASSISTANCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $327,526 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON ANDERSON & ASSOCIATES LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8045264848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 517 | AddressLine1Txt |
| City | COLONIAL HEIGHTS | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23834 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| NANCY MCNEER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN FAISON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD MIKE YATES | ||||||
| CHAIR, CEO | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| YARDLEY FARQUHARSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH GARTER CLTC | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETTY SUE HROUDA RN | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KENNETH L CORTRIGHT | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOAN POLLARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNI JOHNSON | ||||||
| DIRECTOR | 1.00 | 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 | 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 | $310,133 | AllOtherContributionsAmt |
| Total Contributions | $310,133 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPLORERS CAMP | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,425 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,425 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,425 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,932 | TotalRevenueColumnAmt |
| Exclusion | $58,932 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE REFUND | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $5 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $370,495 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,430 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $58,932 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,786 | TotalAmt |
| Program Services | $304,786 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,000 | TotalAmt |
| Program Services | $3,000 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230 | TotalAmt |
| Program Services | $230 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,075 | TotalAmt |
| Program Services | $5,075 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $225 | TotalAmt |
| Management And General | $225 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,600 | TotalAmt |
| Management And General | $9,600 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126 | TotalAmt |
| Program Services | $126 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618 | TotalAmt |
| Program Services | $618 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,692 | TotalAmt |
| Program Services | $3,692 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70 | TotalAmt |
| Program Services | $70 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198 | TotalAmt |
| Program Services | $198 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538 | TotalAmt |
| Program Services | $538 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EXPLORERS CAMP | $8,913 | $8,913 |
| DUES AND SUBSCRIPTIONS | $280 | $280 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,351 | TotalAmt |
| Program Services | $327,526 | ProgramServicesAmt |
| Management And General | $9,825 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,146 | BOYAmt |
| EOY | $176,156 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,834 | BOYAmt |
| EOY | $207,664 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,246 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,253 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $535 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32 | BOYAmt |
| EOY | $718 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,985,815 | BOYAmt |
| EOY | $2,418,478 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,299,073 | BOYAmt |
| EOY | $2,803,016 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,127 | BOYAmt |
| EOY | $205,626 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,027 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,127 | BOYAmt |
| EOY | $207,653 | 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 | $806,661 | BOYAmt |
| EOY | $899,570 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,377,285 | BOYAmt |
| EOY | $1,695,793 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,183,946 | BOYAmt |
| EOY | $2,595,363 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,299,073 | BOYAmt |
| EOY | $2,803,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $33,144 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $378,271 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| 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 | $355,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $347,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $285,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $292,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $310,133 | CurrentTaxYearAmt |
| Total | $1,591,408 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $355,429 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $347,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $285,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $292,865 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $310,133 | CurrentTaxYearAmt |
| Total | $1,591,408 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,591,408 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,261 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,910 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,932 | CurrentTaxYearAmt |
| Total | $220,572 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,884 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,430 | CurrentTaxYearAmt |
| Total | $22,874 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,834,854 | TotalSupportAmt |
| Public Support CY170 | 0.86730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86710 | 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 | $2,112,538 | BeginningYearBalanceAmt |
| Contributions | $3,500 | ContributionsAmt |
| Investment Earnings Or Losses | $338,647 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,800 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,451,885 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,182,456 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$68,618 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,300 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,112,538 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,981,628 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $214,878 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,050 | GrantsOrScholarshipsAmt |
| End Year Balance | $2,182,456 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,906,845 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $86,781 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,998 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,981,628 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,856,471 | BeginningYearBalanceAmt |
| Contributions | $5,750 | ContributionsAmt |
| Investment Earnings Or Losses | $8,469 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,155 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,906,845 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,253 | OtherCostOrOtherBasisAmt |
| Depreciation | $535 | DepreciationAmt |
| Book Value | $718 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $718 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERPAID PLEDGE | Desc |
| Amt | $2,027 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,027 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ENDOWMENT FUNDS WILL BE USED FOR AWARDING OF SCHOLARSHIPS IN HEALTH CARE CAREERS | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | NURSING SCHOLARSHIPS | GrantTypeTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP REQUESTS ARE RECEIVED AND REVIEWED BY MEMBERS OF THE SCHOLARSHIP COMMITTEE WHICH PRESENTS PROPOSED SLATES OF CANDIDATES TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. PRIOR TO APPROVING ALL SCHOLARSHIP AWARDS, THE BOARD OF DIRECTORS CONFIRMS THAT NO CONFLICTS OF INTEREST ARE PRESENT. ANY BOARD MEMBER WITH A CONFLICT OF INTEREST MUST EXCUSE HIM OR HERSELF FROM VOTING ON SCHOLARSHIP RECIPIENTS. WHEN SCHOLARSHIPS ARE AWARDED, A CHECK IS MADE OUT TO BOTH THE APPROPRIATE SCHOOL AND THE STUDENT. DETAILED RECORDS ARE KEPT OF EACH AMOUNT AWARDED. WRITTEN CRITERIA AND AWARD ARRANGEMENTS ARE SIGNED BY BOTH THE RECIPIENTS AND THE SCHOOLS. AWARDS ARE RETURNED IF CRITERIA ARE NOT MET. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT COPY OF THE TAX RETURN IS SENT TO THE EXECUTIVE DIRECTOR. ALL ITEMS ON THE RETURN ARE REVIEWED AND DISCUSSED WITH THE TAX PREPARER'S OFFICE. THE EXECUTIVE DIRECTOR THEN PRESENTS AND REVIEWS THE RETURN AT A MEETING OF THE BOARD OF DIRECTORS. THE DIRECTORS APPROVE THE RETURN. ANY NECESSARY CHANGES ARE MADE PRIOR TO THE FINAL RETURN BEING SUBMITTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | DISCLOSURE STATEMENTS ARE SUBMITTED BY THE BOARD EACH JANUARY. IN ADDITION, BOARD MEMBERS MUST DISCLOSE ANY CONFLICT WITH ANY PROPOSED SCHOLARSHIP RECIPIENT AT THE TIME SCHOLARSHIP AWARDS ARE APPROVED. |
| FORM 990, PART VI, SECTION B, LINE 15A | EXECUTIVE DIRECTOR'S SALARY WAS REVIEWED BY THE BOARD OF DIRECTORS AND AN INDEPENDENT ACCOUNTANT. PERFORMANCE, EXPECTATIONS, AND ACCOUNTABILITY WERE REVIEWED. A COMPARISON WAS DONE ON COMPENSATION PACKAGES IN THE VICINITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS MAY BE SEEN BY SCHEDULING AN APPOINTMENT WITH THE SHEF CHIEF FINANCIAL OFFICER AT 804-526-4848. |
| FORM 990, PART XI, LINE 9: | ROUNDING 2. |
| FORM 990, PART XII, LINE 2C | NO CHANGE HAS BEEN MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT. |