2015-11-13T14:58:44-06:00 2014-12-31 541802979 DON ANDERSON & ASSOCIATES LTD P O BOX 517 COLONIAL HEIGHTS VA 23834 990 2014-01-01 830458666 SOUTHSIDE HEALTH EDUCATION FOUNDATION SOUT 8047219930 PO BOX 867 COLONIAL HEIGHTS VA 238340867 DR FRED ENDE MD CHAIRMAN 8047219930 2015-11-13 1 DONALD ANDERSON P00239432 8045264848 2014 2016-03-07 17:11:31Z DR FRED ENDE MD 121 S MARKET STREET PETERSBURG VA 23803 420716 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. 12 12 1 5 0 0 330183 358434 0 0 4337 31226 12557 10746 347077 400406 165083 193840 0 0 71049 77745 0 0 0 86219 59938 322351 331523 24726 68883 714878 2213393 1193 2645 713685 2210748 X 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 256648 193840 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. 41052 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. 19703 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. WORKFORCE SUMMIT GRANT-PART OF THE HEALTH CAREERS EXPLORER PROGAM. TO HELP PROMOTE CAREERS IN THE HEALTH CARE FIELDS. WILL START IN 2015. 317403 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 1 1 0 0 0 0 0 1 1 0 0 X 12 12 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 H ALAN BIGLEY JR MD DIRECTOR 0.50 X 0 0 0 JERAD HANLON DIRECTOR 0.50 X 0 0 0 JOHANNA WEISS DIRECTOR 1.00 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 0.50 X 0 0 0 TRACY TURMAN DIRECTOR 1.00 X 0 0 0 MORRIS MITCHELL DIRECTOR 0.50 X 0 0 0 TRACY ANSTEY DIRECTOR 1.00 X 0 0 0 JODY M DODD DIRECTOR 0.50 X 0 0 0 FRED ENDE MD CHAIRMAN 1.00 X 0 0 0 NANCY MCNEER SEC/TREAS 1.00 X 0 0 0 RICHARD MIKE YATES VICE CHARIMAN 1.00 X 0 0 0 DEBORAH WILLIAMSON OFFICER 50.00 X 66000 0 6696 66000 0 6696 0 0 0 0 0 7614 350820 358434 31226 31226 31056 7614 20310 10746 10746 400406 0 0 41972 193840 193840 66000 62345 3655 6696 6325 371 5049 4769 280 42358 40012 2346 1135 643 492 3614 244 3370 606 606 1395 1395 CME SERIES EVENT 7951 7951 DUES AND SUBSCRIPTIONS 1385 1385 OPEN HOUSE 1045 1045 MEALS AND ENTERTAINMENT 349 229 120 100 100 331523 317403 14120 0 225606 230724 62987 277075 54908 8625 4377 4173 810 204 1641857 425475 714878 2213393 1456 1193 1189 1193 2645 X 596039 765272 84772 1411602 32874 33874 713685 2210748 714878 2213393 68883 99197 1328983 0 X X 0 1 X 1 0 X 388819 334843 197171 1648275 358434 2927542 388819 334843 197171 1648275 358434 2927542 236058 2691484 1081 658 283 4337 31226 37585 998 -4963 -2940 12557 10746 16398 2981525 0.90270 0.99570 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1754536 1000 129545 28610 1856471 632176 1097854 24506 1754536 0.95350 0.01820 0.02830 0 0 4377 4173 204 204 P/R TAXES PAYABLE 1189 1189 X 499603 99197 99197 400406 0 400406 331523 0 331523 0 331523 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. WINE TASTING & DINNER 38670 7614 31056 4097 14727 1486 38670 7614 31056 4097 14727 1486 20310 10746 1 NURSING SCHOLARSHIPS 137 193840 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 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.