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WILLIAMSON MEDICAL FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILLIAMSON MEDICAL FOUNDATION INC (EIN 04-3717044)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-03-05
IRS object ID
202500649349300115
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-03-05T09:30:10-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN621199757PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LBMC PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1869AddressLine1Txt
CityBRENTWOODCityNm
State AbbreviationTNStateAbbreviationCd
ZIP370241869ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043717044EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMSON HEALTH FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone6154355170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14321 CAROTHERS PKWY 604AddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARRY WESTBROOKPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6157940989PhoneNum
Signature2025-03-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE DUNKINPreparerPersonNm
PTINP00742923PTIN
Phone6153774600PhoneNum
Preparation2025-03-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLARRY WESTBROOKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14321 CAROTHERS PARKWAY SUITE 604AddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,972,818GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WILLIAMSONHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateTNLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE WILLIAMSON HEALTH FOUNDATION, INC., IS TO SERVE AS THE CHARITABLE AND DEVELOPMENT ARM THAT SUPPORTS WILLIAMSON HEALTH, INCLUDING WILLIAMSON MEDICAL CENTER, THE MONROE CARELL JR. CHILDREN'S HOSPITAL VANDERBILT AT WILLIAMSON MEDICAL CENTER, BONE AND JOINT INSTITUTE OF TENNESSEE, TURNER-DUGAS BREAST HEALTH CENTER AND SO MUCH MORE.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers150TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,474,475PYContributionsGrantsAmt
CY Contributions Grants$1,510,039CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$61,784PYInvestmentIncomeAmt
CY Investment Income$141,666CYInvestmentIncomeAmt
PY Other Revenue$218,844PYOtherRevenueAmt
CY Other Revenue$123,595CYOtherRevenueAmt
PY Total Revenue$5,755,103PYTotalRevenueAmt
CY Total Revenue$1,775,300CYTotalRevenueAmt
PY Grants And Similar Paid$289,321PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$715,558CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$352,905PYOtherExpensesAmt
CY Other Expenses$361,005CYOtherExpensesAmt
PY Total Expenses$642,226PYTotalExpensesAmt
CY Total Expenses$1,076,563CYTotalExpensesAmt
PY Revenues Less Expenses$5,112,877PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$698,737CYRevenuesLessExpensesAmt
Total Assets BOY$10,318,492TotalAssetsBOYAmt
Total Assets EOY$12,080,316TotalAssetsEOYAmt
Total Liabilities BOY$127,032TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,152TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,191,460NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$12,041,164NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF THE WILLIAMSON HEALTH FOUNDATION, INC., IS TO SERVE AS THE CHARITABLE AND DEVELOPMENT ARM THAT SUPPORTS WILLIAMSON HEALTH, INCLUDING WILLIAMSON MEDICAL CENTER, THE MONROE CARELL JR. CHILDREN'S HOSPITAL VANDERBILT AT WILLIAMSON MEDICAL CENTER, BONE AND JOINT INSTITUTE OF TENNESSEE, TURNER-DUGAS BREAST HEALTH CENTER AND SO MUCH MORE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$635,002ExpenseAmt
Grant$598,283GrantAmt
DescPURCHASED FURNITURE, EQUIPMENT, AND EDUCATIONAL RESOURCE MATERIALS TO BENEFIT WILLIAMSON MEDICAL CENTER.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$117,275ExpenseAmt
Grant$117,275GrantAmt
DescPROVIDED SCHOLARSHIPS FOR STUDENTS ENROLLED IN HEALTHCARE FIELD.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$752,277TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILLIP MAZZUCABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6154355170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14321 CAROTHERS PARKWAY SUITE 604AddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
PHILLIP J MAZZUCA
CEO0.3040.00Yes (X)Yes (X)$0$1,112,291$30,000
LEIGH WILLIAMS
EXECUTIVE DIRECTOR0.3040.00$0$158,337$11,429Yes (X)
VICKI P MCNAMARA
CHAIR0.30Yes (X)Yes (X)$0$0$0
PAMELA J STEPHENS
VICE CHAIR0.30Yes (X)Yes (X)$0$0$0
LARRY N WESTBROOK
TREASURER0.30Yes (X)Yes (X)$0$0$0
JERROLD HBATTE
DIRECTOR0.30Yes (X)$0$0$0
JOSEPH HAMILTON BOWMAN
DIRECTOR0.30Yes (X)$0$0$0
MARY KATE BROWN
DIRECTOR8.00Yes (X)$0$0$0
JAMES H BUTLER
DIRECTOR0.30Yes (X)$0$0$0
JEFFREY L CARSON
DIRECTOR0.30Yes (X)$0$0$0
LYNN K DUGAS
DIRECTOR0.30Yes (X)$0$0$0
MICHAEL A KAPLAN
DIRECTOR0.30Yes (X)$0$0$0
KARL PHILLIP KUHN
DIRECTOR0.30Yes (X)$0$0$0
JAMES V LACKEY JR
DIRECTOR0.30Yes (X)$0$0$0
COLIN GUY LOONEY
DIRECTOR0.30Yes (X)$0$0$0
LISA N MORRIS
DIRECTOR0.30Yes (X)$0$0$0
CHARLES A PAREIGIS
DIRECTOR0.30Yes (X)$0$0$0
JAMES R PARKER
DIRECTOR0.30Yes (X)$0$0$0
JODI L RALL
DIRECTOR0.30Yes (X)$0$0$0
JEFFREY ALLEN WALKER
DIRECTOR0.30Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,270,628TotReportableCompRltdOrgAmt
Total Other Compensation$41,429TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$83,837FundraisingAmt
All Other Contributions$1,426,202AllOtherContributionsAmt
Total Contributions$1,510,039TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$141,666TotalRevenueColumnAmt
Exclusion$141,666ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$112,232FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$83,837ContriRptFundraisingEventAmt
Fundraising Direct Expenses$71,031FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$41,201TotalRevenueColumnAmt
Exclusion$41,201ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$208,881GrossSalesOfInventoryAmt
Cost Of Goods Sold$126,487CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$82,394TotalRevenueColumnAmt
Exclusion$82,394ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,775,300TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$265,261ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$598,283TotalAmt
Program Services$598,283ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$117,275TotalAmt
Program Services$117,275ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$298,216TotalAmt
Management And General$298,216ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$175TotalAmt
Management And General$175ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
GIFT SHOP EXPENSES$36,719$36,719
BANK CHARGES$23,807$23,807
OTHER EXPENSES$2,088$2,088

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,076,563TotalAmt
Program Services$752,277ProgramServicesAmt
Management And General$324,286ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,180,296BOYAmt
EOY$4,503,915EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$92,802BOYAmt
EOY$78,701EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,611,402BOYAmt
EOY$3,854,918EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$34,436BOYAmt
EOY$48,826EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,387BOYAmt
EOY$4,851EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$323,200BOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,072,969BOYAmt
EOY$3,589,105EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,318,492BOYAmt
EOY$12,080,316EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$127,032BOYAmt
EOY$39,152EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$127,032BOYAmt
EOY$39,152EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$148,757BOYAmt
EOY$194,432EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,042,703BOYAmt
EOY$11,846,732EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,191,460BOYAmt
EOY$12,041,164EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,318,492BOYAmt
EOY$12,080,316EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$698,737ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,150,967NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$835,294CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$415,720CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,254,107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,474,475CurrentTaxYearMinus1YearAmt
Current Tax Year$1,510,039CurrentTaxYearAmt
Total$11,489,635TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$835,294CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$415,720CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,254,107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,474,475CurrentTaxYearMinus1YearAmt
Current Tax Year$1,510,039CurrentTaxYearAmt
Total$11,489,635TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,803,352SubstantialContributorsTotAmt
Public Support Total170$8,686,283PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$63,473CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,375CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,148CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$61,784CurrentTaxYearMinus1YearAmt
Current Tax Year$141,666CurrentTaxYearAmt
Total$343,446TotalAmt
FieldValueIRS element (for citing)
Total Support$11,833,081TotalSupportAmt
Gross Receipts Rltd Activities$403,902GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73410PublicSupportCY170Pct
Public Support PY1700.67080PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MUTUAL AND EXCHANGE TRADED FUNDS$2,357,105F
LAND$1,232,000F
FieldValueIRS element (for citing)
Total Book Value Securities$3,589,105TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,249,542TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,150,967NetUnrealizedGainsInvstAmt
Other Revenue$323,275OtherRevenueAmt
Revenue Not Reported$1,474,242RevenueNotReportedAmt
Revenue Subtotal$1,775,300RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,775,300TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,399,838TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$323,275OtherExpensesIncludedAmt
Expenses Not Reported$323,275ExpensesNotReportedAmt
Expenses Subtotal$1,076,563ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,076,563TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FOUNDATION IS CLASSIFIED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX BENEFIT IS RECORDED. THE FOUNDATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2024 AND 2023. THE FOUNDATION FILES U.S. FEDERAL INFORMATION TAX RETURNS WHICH ARE CURRENTLY OPEN TO AUDIT UNDER THE STATUTE OF LIMITATIONS BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED AFTER JUNE 30, 2021.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RELATED PARTY SALARIES FOR SERVICES 323,275.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RELATED PARTY SALARIES FOR SERVICES 323,275.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$82,982GrossReceiptsEvent1Amt
Gross Revenue Event1$82,982GrossRevenueEvent1Amt
Rent Facility Costs Event1$14,600RentFacilityCostsEvent1Amt
Food And Beverage Event1$10,481FoodAndBeverageEvent1Amt
Event2SKELETON GALAEvent2Nm
Gross Receipts Event2$83,837GrossReceiptsEvent2Amt
Charitable Contri Event2$83,837CharitableContriEvent2Amt
Rent Facility Costs Event2$6,710RentFacilityCostsEvent2Amt
Food And Beverage Event2$30,903FoodAndBeverageEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$29,250GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$29,250GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$7,005RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$1,332FoodAndBeverageOtherEventsAmt
Gross Receipts Total$196,069GrossReceiptsTotalAmt
Charitable Contributions Tot$83,837CharitableContributionsTotAmt
Gross Revenue Total Events$112,232GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$28,315RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$42,716FoodAndBeverageTotalEventsAmt
Direct Expense Summary Events$71,031DirectExpenseSummaryEventsAmt
Net Income Summary$41,201NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Recipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
WILLIAMSON MEDICAL CENTER
621501534115$493,580$0CASHREIMBURSE EDUCATION EXPENSES
WILLIAMSON MEDICAL CENTER
621501534115$104,703$0PURCHASE EQUIPMENT

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FAY PORTER AWARD54$109,275
SALLY DOAN FUND AWARD1$4,000
BJIT4$4,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFUNDS ARE REQUESTED BY WILLIAMSON MEDICAL CENTER FOR A PARTICULAR PIECE OF EQUIPMENT OR EDUCATION RESOURCE. REQUESTS ARE APPROVED BY WILLIAMSON HEALTH FOUNDATION INC. WILLIAMSON MEDICAL CENTER MATERIAL MANAGEMENT DIRECTOR PURCHASES THE EQUIPMENT AND THE EQUIPMENT IS PAID FOR BY WILLIAMSON MEDICAL CENTER. WILLIAMSON HEALTH FOUNDATION INC IS THEN NOTIFIED THAT THE PURCHASE HAS BEEN MADE BY A COPY OF THE PURCHASE ORDER OR INVOICE. A CHECK IS ISSUED TO WILLIAMSON MEDICAL CENTER FOR THE AMOUNT OF THE EQUIPMENT BY WILLIAMSON HEALTH FOUNDATION INC.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
PHILLIP J MAZZUCA
CEO$0$750,917$0$361,374$0$0$0$30,000$0$0$0$1,142,291$0$0
LEIGH WILLIAMS
EXECUTIVE DIRECTOR$0$158,337$0$0$0$0$0$11,429$0$0$0$169,766$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE CFO OF FOUNDING MEMBER WILL REVIEW FORM 990.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC. THE 990 IS AVAILABLE ONLINE.
FORM 990, PART IX, LINE 11GOTHER FEES-MNGMNT-990: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 298,216. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 298,216.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMSON MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN621501534EIN
Primary ActivitiesHOSPITALPrimaryActivitiesTxt
Legal Domicile StateTNLegalDomicileStateCd
Exempt Code Section115ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMSON COUNTY GOVERNMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMSON MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$598,283InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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