2014-08-06T15:40:26-05:00 2013-12-31 541802979 DON ANDERSON & ASSOCIATES LTD P O BOX 517 COLONIAL HEIGHTS VA 23834 990 2013-01-01 830458666 SOUTHSIDE HEALTH EDUCATION FOUNDATION SOUT 8047219930 PO BOX 867 COLONIAL HEIGHTS VA 238340867 DR FRED ENDE MD CHAIRMAN 8047219930 2014-08-06 1 DON ANDERSON P00239432 8045264848 2013 2015-11-30 17:44:51Z DR FRED ENDE MD 121 S MARKET STREET PETERSBURG VA 23803 354253 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 0 69 0 197646 330183 0 0 283 4337 -2940 12557 194989 347077 179370 165083 0 0 71049 71049 0 0 52298 60558 86219 310977 322351 -115988 24726 690050 714878 1091 1193 688959 713685 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. 1 0 206659 165083 166000 SCHOLARSHIPS WERE AWARDED TO 112 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 AND SOUTHSIDE HEALTH EDUCATION FOUNDATION. THE SCHOLARSHIPS WERE AWARDED TO INDIVIDUALS PERSUING A DEGREE IN THE FIELD OF NURSING. 33162 5150 SHEF'S SOUTHSIDE HEALTH CAREERS EXPLORING PROGRAM INTRODUCES AREA YOUTH TO THE HEALTH CAREERS AND HEALTH SETTINGS IN THE REGION--PROVIDING A HANDS ON INTROCUDTION TO CAREERS, OPPORTUNITIES AND INFORMATION ON FINANCIAL ASSISTANCE. 7276 3000 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. 247097 1 1 0 0 0 1 0 0 0 0 1 0 1 0 1 0 0 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 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 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 MICHAEL JOSHUA DIRECTOR 0.50 X 0 0 0 DEBORAH GARTER CLTC DIRECTOR 0.50 X 0 0 0 BETTY SUE HROUDA RN DIRECTOR 0.50 X 0 0 0 LARRY CORTRIGHT DIRECTOR 0.50 X 0 0 0 TRACY TURMAN DIRECTOR 0.50 X 0 0 0 MORRIS MITCHELL DIRECTOR 0.50 X 0 0 0 VICTOR BRANCH 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 EXECUTIVE DIRECTOR 40.00 X 66000 0 0 66000 0 0 0 0 0 0 0 12705 317478 330183 4337 4337 19664 12705 7176 12488 12488 ADMINISTRATIVE FEES 561000 69 69 69 347077 0 69 16825 165083 165083 66000 39600 6600 19800 5049 3029 505 1515 58044 23454 9190 25400 7000 4200 700 2100 150 150 2539 1523 254 762 2653 1592 265 796 9321 3745 4086 1490 80 80 732 732 805 483 81 241 1014 900 114 SPEAKERS/HONORARIA 2767 2767 REGISTRATION FEES 1114 889 225 322351 247097 22956 52298 204309 225606 62919 62987 4377 3567 1616 810 421206 425475 690050 714878 1091 1193 1091 1193 X 0 0 0 0 688959 713685 688959 713685 690050 714878 24726 0 X X 1 X 0 1 0 X 532877 388819 334843 197171 330183 1783893 10000 998 -4963 -3871 12488 14652 542877 389817 329880 193300 342671 1798545 0 0 0 1798545 340 1081 658 283 4337 6699 340 1081 658 283 4337 6699 931 69 1000 543217 390898 330538 194514 347077 1806244 0.99570 0.99770 0.00370 0.00170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8 950 7025 467742 1 1 4377 3567 810 810 VANGUARD PRIME M/M FUNDS 425475 C 425475 P/R TAXES PAYABLE 1193 1193 WINE TASTING & DINNER 32369 12705 19664 5965 1211 32369 12705 19664 5965 1211 7176 12488 1 NURSING SCHOLARSHIPS 112 165083 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 III, LINE 2 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. SOUTHSIDE HEALTH CAREERS EXPLORING PROGRAM INTRODUCES AREA YOUTH TO THE HEALTH CAREERS AND HEALTH SETTINGS IN THE REGION--PROVIDING A HANDS ON INTRODUCTION TO CAREERS, OPPORTUNITIES FOR TRAINING AND INFORMATION ON FINANCIAL ASSISTANCE. 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 15 RESEARCH COMMITTEE WAS APPOINTED BY THE BOARD OF DIRECTORS. COMPARISON STUDY COMPLETED ON COMPENSATION PACKAGES IN VICINITY. RESUMES WERE REVIEWED, REFERENCES CHECKED, INTERVIEWS GIVEN AND FIELD NARROWED TO THREE PROSPECTS. SALARY AND BENEFIT PACKAGES WERE DISCUSSED AND NEGOTIATED. BOARD OF DIRECTORS MADE THE FINAL HIRING DECISION. 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 804-733-1414. FORM 990, PART XII, LINE 2C IN THE CURRENT YEAR, THE BOARD SOLICITED BIDS FOR THE ACCOUNTING WORK. AN ACCOUNTING FIRM WAS HIRED AND DOES A COMPILATION OF THE FINANCIAL STATEMENTS AND REPORTS.