WILLIAMSON MEDICAL FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WILLIAMSON MEDICAL FOUNDATION INC (EIN 04-3717044)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-12-22
IRS object ID
202513569349300531
Schema version
2024v5.2
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)
Return2025-12-22T11:20:56-06:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

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 Begin2024-07-01TaxPeriodBeginDt

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
Signature2025-12-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJULIE DUNKINPreparerPersonNm
PTINP00742923PTIN
Phone6153774600PhoneNum
Preparation2025-12-18PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
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$3,278,853GrossReceiptsAmt
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 Body22VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers170TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,510,039PYContributionsGrantsAmt
CY Contributions Grants$2,753,390CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$141,666PYInvestmentIncomeAmt
CY Investment Income$214,577CYInvestmentIncomeAmt
PY Other Revenue$123,595PYOtherRevenueAmt
CY Other Revenue$8,831CYOtherRevenueAmt
PY Total Revenue$1,775,300PYTotalRevenueAmt
CY Total Revenue$2,976,798CYTotalRevenueAmt
PY Grants And Similar Paid$715,558PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,495,792CYGrantsAndSimilarPaidAmt
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$361,005PYOtherExpensesAmt
CY Other Expenses$485,637CYOtherExpensesAmt
PY Total Expenses$1,076,563PYTotalExpensesAmt
CY Total Expenses$6,981,429CYTotalExpensesAmt
PY Revenues Less Expenses$698,737PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,004,631CYRevenuesLessExpensesAmt
Total Assets BOY$12,080,316TotalAssetsBOYAmt
Total Assets EOY$8,146,757TotalAssetsEOYAmt
Total Liabilities BOY$39,152TotalLiabilitiesBOYAmt
Total Liabilities EOY$54,597TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,041,164NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,092,160NetAssetsOrFundBalancesEOYAmt
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$6,586,929ExpenseAmt
Grant$6,420,792GrantAmt
DescPURCHASED FURNITURE, EQUIPMENT, AND EDUCATIONAL RESOURCE MATERIALS TO BENEFIT WILLIAMSON MEDICAL CENTER.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$75,000ExpenseAmt
Grant$75,000GrantAmt
DescPROVIDED SCHOLARSHIPS FOR STUDENTS ENROLLED IN HEALTHCARE FIELD.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$6,661,929TotalProgramServiceExpensesAmt
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 EquipmentYes (1)ReportLandBuildingEquipmentInd
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 Document19IRPDocumentCnt
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 Members22GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
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 Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6154355170PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14321 CAROTHERS PARKWAY SUITE 604AddressLine1Txt
CityFRANKLINCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37067ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndOfficerOfficerInd
PHILLIP J MAZZUCA
DIRECTOR1.0040.00Yes (X)$0$1,188,142$30,500
LEIGH WILLIAMS
EXECUTIVE DIRECTOR40.0010.00$0$160,499$11,551Yes (X)
VICKI P MCNAMARA
CHAIR0.30Yes (X)$0$0$0Yes (X)
PAMELA J STEPHENS
VICE CHAIR0.30Yes (X)$0$0$0Yes (X)
LARRY N WESTBROOK
TREASURER0.30Yes (X)$0$0$0Yes (X)
PHYLLIS MOLYNEUX
SECRETARY0.30Yes (X)$0$0$0Yes (X)
JOSEPH HAMILTON BOWMAN
DIRECTOR0.30Yes (X)$0$0$0
MARY KATE BROWN
DIRECTOR0.30Yes (X)$0$0$0
JAMES H BUTLER
DIRECTOR0.30Yes (X)$0$0$0
JEFFREY L CARSON
DIRECTOR0.30Yes (X)$0$0$0
DENICE DEMERS
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
RICHARD MANNING
DIRECTOR0.30Yes (X)$0$0$0
ALLIE MCNAMARA
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$1,348,641TotReportableCompRltdOrgAmt
Total Other Compensation$42,051TotalOtherCompensationAmt
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$267,571FundraisingAmt
All Other Contributions$2,485,819AllOtherContributionsAmt
Total Contributions$2,753,390TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$214,577TotalRevenueColumnAmt
Exclusion$214,577ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$86,648FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$267,571ContriRptFundraisingEventAmt
Fundraising Direct Expenses$151,230FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$64,582TotalRevenueColumnAmt
Exclusion-$64,582ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$224,238GrossSalesOfInventoryAmt
Cost Of Goods Sold$150,825CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$73,413TotalRevenueColumnAmt
Exclusion$73,413ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,976,798TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$223,408ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,420,792TotalAmt
Program Services$6,420,792ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$75,000TotalAmt
Program Services$75,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Management And General$3,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$294,675TotalAmt
Management And General$294,675ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$179TotalAmt
Management And General$179ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
GIFT SHOP EXPENSES$166,137$166,137
BANK CHARGES$19,558$19,558
OTHER EXPENSES$2,088$2,088

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,981,429TotalAmt
Program Services$6,661,929ProgramServicesAmt
Management And General$319,500ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,503,915BOYAmt
EOY$953,966EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$78,701BOYAmt
EOY$225,232EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,854,918BOYAmt
EOY$3,291,872EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$48,826BOYAmt
EOY$44,758EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,851BOYAmt
EOY$7,115EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,232,000LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,232,000EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$3,589,105BOYAmt
EOY$2,391,814EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,080,316BOYAmt
EOY$8,146,757EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$39,152BOYAmt
EOY$54,597EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$39,152BOYAmt
EOY$54,597EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$194,432BOYAmt
EOY$101,708EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,846,732BOYAmt
EOY$7,990,452EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,041,164BOYAmt
EOY$8,092,160EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,080,316BOYAmt
EOY$8,146,757EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$4,004,631ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$55,627NetUnrlzdGainsLossesInvstAmt
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$415,720CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,254,107CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,474,475CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,510,039CurrentTaxYearMinus1YearAmt
Current Tax Year$2,753,390CurrentTaxYearAmt
Total$13,407,731TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$415,720CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,254,107CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,474,475CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,510,039CurrentTaxYearMinus1YearAmt
Current Tax Year$2,753,390CurrentTaxYearAmt
Total$13,407,731TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$3,265,862SubstantialContributorsTotAmt
Public Support Total170$10,141,869PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$44,375CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$32,148CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$61,784CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,666CurrentTaxYearMinus1YearAmt
Current Tax Year$214,577CurrentTaxYearAmt
Total$494,550TotalAmt
FieldValueIRS element (for citing)
Total Support$13,902,281TotalSupportAmt
Gross Receipts Rltd Activities$628,140GrossReceiptsRltdActivitiesAmt
Public Support CY1700.72950PublicSupportCY170Pct
Public Support PY1700.73410PublicSupportPY170Pct
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

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,232,000OtherCostOrOtherBasisAmt
Book Value$1,232,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,232,000TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMUTUAL AND EXCHANGE TRADED FUNDSDesc
Book Value$2,391,814BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$2,391,814TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,385,111TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$55,627NetUnrealizedGainsInvstAmt
Other Revenue$352,686OtherRevenueAmt
Revenue Not Reported$408,313RevenueNotReportedAmt
Revenue Subtotal$2,976,798RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,976,798TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,334,115TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$352,686OtherExpensesIncludedAmt
Expenses Not Reported$352,686ExpensesNotReportedAmt
Expenses Subtotal$6,981,429ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$6,981,429TotalExpensesPerForm990Amt

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, 2025 AND 2024. 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, 2022.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RELATED PARTY SALARIES FOR SERVICES 352,686.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RELATED PARTY SALARIES FOR SERVICES 352,686.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$204,220GrossReceiptsEvent1Amt
Charitable Contri Event1$146,720CharitableContriEvent1Amt
Gross Revenue Event1$57,500GrossRevenueEvent1Amt
Rent Facility Costs Event1$14,400RentFacilityCostsEvent1Amt
Food And Beverage Event1$9,488FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$36,577OtherDirectExpensesEvent1Amt
Event2SKELETON GALAEvent2Nm
Gross Receipts Event2$118,199GrossReceiptsEvent2Amt
Charitable Contri Event2$99,999CharitableContriEvent2Amt
Gross Revenue Event2$18,200GrossRevenueEvent2Amt
Rent Facility Costs Event2$11,428RentFacilityCostsEvent2Amt
Food And Beverage Event2$16,761FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$48,016OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$31,800GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$20,852CharitableContriOtherEventsAmt
Gross Revenue Other Events$10,948GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$6,166RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$6,163FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$7,046OthDirectExpnssOtherEventsAmt
Gross Receipts Total$354,219GrossReceiptsTotalAmt
Charitable Contributions Tot$267,571CharitableContributionsTotAmt
Gross Revenue Total Events$86,648GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$31,994RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$32,412FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$91,639OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$156,045DirectExpenseSummaryEventsAmt
Net Income Summary-$69,397NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (3 entries)

Recipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
WILLIAMSON MEDICAL CENTER
621501534115$50,000$0CASHREIMBURSE EDUCATION EXPENSES
WILLIAMSON MEDICAL CENTER
621501534115$79,518$0PURCHASE EQUIPMENT
WILLIAMSON MEDICAL CENTER
621501534115$6,290,464$0CASHDONATION TO WMC FOR THE CLOSE TO HOME CAPITAL CAMPAIGN FOR CONSTRUCTION.
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FAYE PORTER AWARD29$57,000
SALLY DOAN FUND AWARD1$4,000
VOLUNTEER AUXILIARY FUND4$10,000
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
DIRECTOR$0$808,574$0$379,568$0$0$0$30,500$0$0$0$1,218,642$0$0
LEIGH WILLIAMS
EXECUTIVE DIRECTOR$0$160,499$0$0$0$0$0$11,551$0$0$0$172,050$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 VII SECTION A, LINE 1ASALARIES LISTED IN PART VII SECTION A ARE NOT PAID BY THE FOUNDATION. THEY ARE PAID BY WILLIAMSON MEDICAL CENTER.

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$6,443,292InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt

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