SOUTHSIDE HEALTH EDUCATION FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHSIDE HEALTH EDUCATION FOUNDATION (EIN 83-0458666)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201523179349307512
- Schema version
- 2014v5.0
- 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 | 2015-11-13T14:58:44-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 8047219930 | 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 | DR FRED ENDE MD | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8047219930 | PhoneNum |
| Signature | 2015-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD ANDERSON | PreparerPersonNm |
| PTIN | P00239432 | PTIN |
| Phone | 8045264848 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR FRED ENDE MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 S MARKET STREET | AddressLine1Txt |
| City | PETERSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $420,716 | 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 | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $330,183 | PYContributionsGrantsAmt |
| CY Contributions Grants | $358,434 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,337 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,226 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,557 | PYOtherRevenueAmt |
| CY Other Revenue | $10,746 | CYOtherRevenueAmt |
| PY Total Revenue | $347,077 | PYTotalRevenueAmt |
| CY Total Revenue | $400,406 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $165,083 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $193,840 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $71,049 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $77,745 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $86,219 | PYOtherExpensesAmt |
| CY Other Expenses | $59,938 | CYOtherExpensesAmt |
| PY Total Expenses | $322,351 | PYTotalExpensesAmt |
| CY Total Expenses | $331,523 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $24,726 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $68,883 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $714,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,213,393 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,193 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,645 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $713,685 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,210,748 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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 | $256,648 | ExpenseAmt |
| Grant | $193,840 | GrantAmt |
| Desc | SCHOLARSHIPS WERE AWARDED TO 137 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 JEROLIEN TITMUS SCHOLARSHIP FUND, THE LYONS-LIPCHAK FUND, THE LAVENSTEIN FAMILY 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 | $41,052 | ExpenseAmt |
| 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 |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $19,703 | ExpenseAmt |
| Desc | SHEF'S SOUTHSIDE COMMUNITY MEDICAL EDUCATION SERIES IS AN ANNUAL OPPORTUNITY TO INFORM AND EDUCATE THE REGION'S HEALTH CARE PROVIDERS ON HEALTH CARE POLICY, MEDICAL RESEARCH AND PRACTICE IMPROVEMENTS THAT ARE RELEVANT TO THE HEALTH CARE NEEDS OF THE SOUTHSIDE REGION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKFORCE SUMMIT GRANT-PART OF THE HEALTH CAREERS EXPLORER PROGAM. TO HELP PROMOTE CAREERS IN THE HEALTH CARE FIELDS. WILL START IN 2015. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $317,403 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 |
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 |
|---|---|---|---|---|---|---|
| H ALAN BIGLEY JR MD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JERAD HANLON | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHANNA WEISS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH GARTER CLTC | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETTY SUE HROUDA RN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENNETH L CORTRIGHT | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TRACY TURMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MORRIS MITCHELL | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| TRACY ANSTEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JODY M DODD | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| FRED ENDE MD | ||||||
| CHAIRMAN | 1.00 | $0 | $0 | $0 | Yes (X) | |
| NANCY MCNEER | ||||||
| SEC/TREAS | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RICHARD MIKE YATES | ||||||
| VICE CHARIMAN | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DEBORAH WILLIAMSON | ||||||
| OFFICER | 50.00 | $66,000 | $0 | $6,696 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,696 | 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 |
| Fundraising | $7,614 | FundraisingAmt |
| All Other Contributions | $350,820 | AllOtherContributionsAmt |
| Total Contributions | $358,434 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,226 | TotalRevenueColumnAmt |
| Exclusion | $31,226 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $31,056 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $7,614 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $20,310 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,746 | TotalRevenueColumnAmt |
| Exclusion | $10,746 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $400,406 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $41,972 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,840 | TotalAmt |
| Program Services | $193,840 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,000 | TotalAmt |
| Program Services | $62,345 | ProgramServicesAmt |
| Management And General | $3,655 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,696 | TotalAmt |
| Program Services | $6,325 | ProgramServicesAmt |
| Management And General | $371 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,049 | TotalAmt |
| Program Services | $4,769 | ProgramServicesAmt |
| Management And General | $280 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,358 | TotalAmt |
| Program Services | $40,012 | ProgramServicesAmt |
| Management And General | $2,346 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,135 | TotalAmt |
| Program Services | $643 | ProgramServicesAmt |
| Management And General | $492 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,614 | TotalAmt |
| Program Services | $244 | ProgramServicesAmt |
| Management And General | $3,370 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $606 | TotalAmt |
| Management And General | $606 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,395 | TotalAmt |
| Management And General | $1,395 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CME SERIES EVENT | $7,951 | $7,951 | |
| DUES AND SUBSCRIPTIONS | $1,385 | $1,385 | |
| OPEN HOUSE | $1,045 | $1,045 | |
| MEALS AND ENTERTAINMENT | $349 | $229 | $120 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Management And General | $100 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,523 | TotalAmt |
| Program Services | $317,403 | ProgramServicesAmt |
| Management And General | $14,120 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,606 | BOYAmt |
| EOY | $230,724 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,987 | BOYAmt |
| EOY | $277,075 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $54,908 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $8,625 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,377 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,173 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $810 | BOYAmt |
| EOY | $204 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,641,857 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $425,475 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,878 | BOYAmt |
| EOY | $2,213,393 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,456 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193 | BOYAmt |
| EOY | $1,189 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,193 | BOYAmt |
| EOY | $2,645 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $596,039 | BOYAmt |
| EOY | $765,272 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,772 | BOYAmt |
| EOY | $1,411,602 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,874 | BOYAmt |
| EOY | $33,874 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $713,685 | BOYAmt |
| EOY | $2,210,748 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,878 | BOYAmt |
| EOY | $2,213,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $68,883 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $99,197 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1,328,983 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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 | $388,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $334,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $197,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,648,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $358,434 | CurrentTaxYearAmt |
| Total | $2,927,542 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $388,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $334,843 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $197,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,648,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $358,434 | CurrentTaxYearAmt |
| Total | $2,927,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $236,058 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,691,484 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,337 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,226 | CurrentTaxYearAmt |
| Total | $37,585 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $998 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$4,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$2,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,557 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,746 | CurrentTaxYearAmt |
| Total | $16,398 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,981,525 | TotalSupportAmt |
| Public Support CY170 | 0.90270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PAGE 2, SECTION A, LINE 1, YEAR 2013 | DUE TO A CHANGE IN ACCOUNTING METHOD FROM CASH TO ACCRUAL, 2013 HAS BEEN RECALCULATED PICKING UP THE REVENUE OF TRANSFERRED FUNDS IN CONTRIBUTIONS ON LINE 1. |
| SCHEDULE A, PAGE 2, PART II, SECT B, LINE 10 | THIS IS THE INCOME OR LOSS REPORTED FOR FUNDRAISING ACTIVITIES AND A SMALL AMOUNT OF MISCELLANEOUS FEES RECEIVED. |
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 | $1,754,536 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $129,545 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,610 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,856,471 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $632,176 | BeginningYearBalanceAmt |
| Contributions | $1,097,854 | ContributionsAmt |
| Investment Earnings Or Losses | $24,506 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,754,536 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95350 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01820 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02830 | TermEndowmentBalanceEOYPct |
| 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 | $4,377 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,173 | DepreciationAmt |
| Book Value | $204 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $204 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | P/R TAXES PAYABLE | Desc |
| Amt | $1,189 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,189 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $499,603 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $99,197 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $99,197 | RevenueNotReportedAmt |
| Revenue Subtotal | $400,406 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $400,406 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $331,523 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $331,523 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $331,523 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2011 TO 2013 REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINE TASTING & DINNER | Event1Nm |
| Gross Receipts Event1 | $38,670 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,614 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $31,056 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,097 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,727 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $1,486 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $38,670 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $7,614 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $31,056 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,097 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,727 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,486 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,310 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $10,746 | NetIncomeSummaryAmt |
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 |
| Recipient | 137 | RecipientCnt |
| Cash Grant | $193,840 | CashGrantAmt |
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 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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 EXECUTIVE DIRECTOR AT 804-721-9930. |
| 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. |