2018-11-15T08:27:24-06:00 2017-12-31 541802979 DON ANDERSON & ASSOCIATES LTD P O BOX 517 COLONIAL HEIGHTS VA 23834 990 2017-01-01 830458666 SOUTHSIDE HEALTH EDUCATION FOUNDATION SOUT 8045264848 PO BOX 867 COLONIAL HEIGHTS VA 238340867 JODY M DODD CHAIR 8045264848 2018-11-01 1 DON ANDERSON P00239432 8045264848 96.85.40.105 2018-11-01 19:01:00 ED P 4468C812E0304DC19B848A813486FA278E9EAD84 4468C812E0304DC19B848A813486FA278E9EAD84 2017 2018-06-14 16:35:46Z JODY M DODD PO BOX 867 COLONIAL HEIGHTS VA 238340867 331241 0 X WWW.SHEFVA.ORG X 2006 VA 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. 13 13 0 0 0 0 347019 285962 4595 4235 37994 41044 205 0 389813 331241 409903 289300 0 0 35208 0 0 0 0 104965 68973 550076 358273 -160263 -27032 2279020 2396125 206388 140587 2072632 2255538 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. 0 0 291283 289300 SCHOLARSHIPS WERE AWARDED TO 113 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 THROUGH FUND RAISING 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. 50689 4235 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. 341972 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X DON ANDERSON & ASSOCIATES LTD 8045264848 PO BOX 517 COLONIAL HEIGHTS VA 23834 X NANCY MCNEER DIRECTOR 1.00 X 0 0 0 KAREN FAISON DIRECTOR 1.00 X 0 0 0 JERAD HANLON DIRECTOR 0.50 X 0 0 0 DEBORAH GARTER CLTC DIRECTOR 1.00 X 0 0 0 BETTY SUE HROUDA RN DIRECTOR 1.00 X 0 0 0 KENNETH L CORTRIGHT DIRECTOR 1.00 X 0 0 0 MORRIS MITCHELL DIRECTOR 0.50 X 0 0 0 JOHANNA VAUGHAN DIRECTOR 1.00 X 0 0 0 RICHARD MIKE YATES VICE CHAIR 1.00 X 0 0 0 JOHANNA WEISS SECRETARY 1.00 X 0 0 0 TRACY TURMAN PAST CHAIR 1.00 X 0 0 0 JODY M DODD CHAIR, CEO 1.00 X 0 0 0 DEBORAH WILLIAMSON TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 285962 285962 EXPLORERS CAMP 611710 4235 4235 4235 41044 41044 331241 4235 0 41044 289300 289300 765 765 4957 4957 8850 8850 352 352 1404 1404 3055 2605 450 35 35 1492 213 1279 EXPLORERS CAMP 47484 47484 MEALS AND ENTERTAINMENT 459 459 DUES AND SUBSCRIPTIONS 120 120 358273 341972 16301 0 287265 149821 194537 195839 318 548 1875 5625 369 315 89 54 1794936 2044238 2279020 2396125 205889 140587 499 0 206388 140587 X 479697 848808 1559061 1372856 33874 33874 2072632 2255538 2279020 2396125 -27032 209938 0 X X 0 0 0 X 1648275 358434 355429 347019 285962 2995119 1648275 358434 355429 347019 285962 2995119 111597 2883522 4337 31226 34261 37910 41044 148778 12557 10746 11700 4884 4235 44122 3188019 0.90450 0.90680 X 1981628 1000 214878 15050 2182456 1906845 1000 86781 12998 1981628 1856471 5750 8469 37155 1906845 1754536 1000 129545 28610 1856471 632176 1097854 24506 1754536 0 0 369 315 54 54 X PART V, LINE 4: THE ENDOWMENT FUNDS WILL BE USED FOR AWARDING OF SCHOLARSHIPS IN HEALTH CARE CAREERS PART X, LINE 2: THE FOUNDATION FOLLOWS GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REGARDING "ACCOUNTING FOR UNCERAIN TAX POSITIONS". THIS STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE FOUNDATION'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. THE TAX YEARS OF 2012 TO 2014 REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. 1 NURSING SCHOLARSHIPS 113 289300 PART I, LINE 2: 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 ANY 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 AGREEMENTS ARE SIGNED BY BOTH THE RECIPIENTS AND THE SCHOOLS. AWARDS ARE RETURNED IF CRITERIA ARE NOT MET. 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 XII, LINE 1: ADJUSTMENT TO LINE 20 IS THE EFFECT OF CHANGING TO THE METHODS PROVIDED IN SFAS 116. ALL PRIOR CONTRIBUTORS HAVE BEEN REPORTED IN THE CURRENT YEAR LIST OF CONTRIBUTORS. THE BEGINNING OF THE YEAR BALANCE SHEET HAS NOT BEEN RESTATED AS REQUESTED IN NOTICE 96-30 FOR RELIEF FROM FILING FORM 3115 FORM 990, PART XII, LINE 2C NO CHANGE HAS BEEN MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT.