SOUTHSIDE HEALTH EDUCATION FOUNDATION: Form 990, tax year 2011
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- Organization
- SOUTHSIDE HEALTH EDUCATION FOUNDATION (EIN 83-0458666)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-15
- IRS object ID
- 201222289349301997
- Schema version
- 2011v1.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-15T16:58:31-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541802979 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON ANDERSON & ASSOCIATES LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 517 | AddressLine1 |
| City | COLONIAL HEIGHTS | City |
| State | VA | State |
| ZIP Code | 23834 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830458666 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHSIDE HEALTH EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOUT | NameControl |
| Phone | 8047219930 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 867 | AddressLine1 |
| City | COLONIAL HEIGHTS | City |
| State | VA | State |
| ZIP Code | 238340867 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR FRED ENDE MD | Name |
| Title | CHAIRMAN | Title |
| Phone | 8047219930 | Phone |
| Date Signed | 2012-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DON ANDERSON | Name |
| PTIN | P01216847 | PTIN |
| Phone | 8045264848 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DR FRED ENDE MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 S MARKET STREET | AddressLine1 |
| City | PETERSBURG | City |
| State | VA | State |
| ZIP Code | 23803 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 341441 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SHEFVA.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2006 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | SOUTHSIDE HEALTH EDUCATION FAOUNDATION (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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 388819 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 334843 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1081 | InvestmentIncomePriorYear |
| Investment Income Current Year | 658 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 998 | OtherRevenuePriorYear |
| Other Revenue Current Year | -4963 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 390898 | TotalRevenuePriorYear |
| Total Revenue Current Year | 330538 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 130791 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 171661 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 25377 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 71087 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 56081 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 48444 | OtherExpensePriorYear |
| Other Expenses Current Year | 69347 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 204612 | TotalExpensesPriorYear |
| Total Expenses Current Year | 312095 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 186286 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 18443 | RevenuesLessExpensesCY |
| Total Assets BOY | 788410 | TotalAssetsBOY |
| Total Assets EOY | 806589 | TotalAssetsEOY |
| Total Liabilities BOY | 1906 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1642 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 786504 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 804947 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 220372 | Expense |
| Revenue | 240310 | Revenue |
| Description | $164,195 IN SCHOLARSHIPS WERE AWARDED TO 107 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. THE SCHOLARSHIPS WERE AWARDED TO INDIVIDUALS PERSUING A DEGREE IN THE FIELD OF NURSING. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7466 | Expense |
| Description | HINTON LECTURE SERIES. INCLUDES APPROXIMATELY 100 TO 125 PARTICIPANTS INCLUDING PHYSICIANS AND NURSING STAFF FROM THE SURROUNDING AREAS. THESE LECTURES ARE PRESENTED FOR THE PURPOSE OF HELPING PHYSICIANS SERVICING THIS REGION TO MEET THEIR CONTINUING MEDICAL EDUCATION CREDITS. THE SPEAKERS AND TOPICS HAVE BEEN REVIEWED AND APPROVED BY THE VIRGINIA UNIVERSITY SCHOOLS OF MEDICINE FOR CONTINUTING EDUCATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 227838 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DON ANDERSON & ASSOCIATES LTD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8045264848 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 517 | AddressLine1 |
| City | COLONIAL HEIGHTS | City |
| State | VA | State |
| ZIP Code | 23834 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| H ALAN BIGLEY JR MD | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| JERAD HANLON | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| SCOTT ROTSTED | ||||||
| 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 | |
| VICTOR BRANCH | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| FRED ENDE MD | ||||||
| CHAIRMAN | 1.00 | 0 | 0 | 0 | X | |
| NANCY MCNEER | ||||||
| SEC/TREAS | 1.00 | 0 | 0 | 0 | X | |
| RICHARD MIKE YATES | ||||||
| VICE CHARIMAN | 1.00 | 0 | 0 | 0 | X | |
| DEBORAH B WILLIAMSON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 66000 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 66000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 9283 | FundraisingEvents |
| All Other Contributions | 325560 | AllOtherContributions |
| Total Contributions | 334843 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 658 | TotalRevenueColumn |
| Exclusion | $658 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 5940 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 9283 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 10903 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4963 | TotalRevenueColumn |
| Exclusion | -$4,963 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 330538 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$4,305 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 171661 | Total |
| Program Services | 171661 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66000 | Total |
| Program Services | 16500 | ProgramServices |
| Management And General | 16500 | ManagementAndGeneral |
| Fundraising | 33000 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5087 | Total |
| Program Services | 1272 | ProgramServices |
| Management And General | 1271 | ManagementAndGeneral |
| Fundraising | 2544 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9479 | Total |
| Program Services | 9479 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5092 | Total |
| Program Services | 2467 | ProgramServices |
| Fundraising | 2625 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7000 | Total |
| Management And General | 7000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250 | Total |
| Management And General | 250 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32160 | Total |
| Program Services | 18250 | ProgramServices |
| Fundraising | 13910 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1582 | Total |
| Fundraising | 1582 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6010 | Total |
| Program Services | 2153 | ProgramServices |
| Management And General | 1704 | ManagementAndGeneral |
| Fundraising | 2153 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5719 | Total |
| Program Services | 5719 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79 | Total |
| Program Services | 79 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525 | Total |
| Program Services | 258 | ProgramServices |
| Fundraising | 267 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326 | Total |
| Management And General | 326 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 900 | Total |
| Management And General | 900 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REGISTRATION FEES | Description |
| Total | 225 | Total |
| Management And General | 225 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312095 | Total |
| Program Services | 227838 | ProgramServices |
| Management And General | 28176 | ManagementAndGeneral |
| Fundraising | 56081 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 525660 | BOY |
| EOY | 321576 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 262335 | BOY |
| EOY | 62800 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3297 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2127 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 415 | BOY |
| EOY | 1170 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 421043 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 788410 | BOY |
| EOY | 806589 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1906 | BOY |
| EOY | 1642 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1906 | BOY |
| EOY | 1642 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 786504 | BOY |
| EOY | 804947 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 786504 | BOY |
| EOY | 804947 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 788410 | BOY |
| EOY | 806589 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 18443 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 258505 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 532877 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 388819 | CurrentTaxYearMinus1Year |
| Current Tax Year | 334843 | CurrentTaxYear |
| Total | 1518244 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | -3946 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 998 | CurrentTaxYearMinus1Year |
| Current Tax Year | -4963 | CurrentTaxYear |
| Total | 2089 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 254559 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 542877 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 389817 | CurrentTaxYearMinus1Year |
| Current Tax Year | 329880 | CurrentTaxYear |
| Total | 1520333 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 172879 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 244841 | CurrentTaxYearMinus1Year |
| Current Tax Year | 190642 | CurrentTaxYear |
| Total | 608362 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 172879 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 244841 | CurrentTaxYearMinus1Year |
| Current Tax Year | 190642 | CurrentTaxYear |
| Total | 608362 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 911971 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 565 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 340 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1081 | CurrentTaxYearMinus1Year |
| Current Tax Year | 658 | CurrentTaxYear |
| Total | 2644 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 565 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 340 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1081 | CurrentTaxYearMinus1Year |
| Current Tax Year | 658 | CurrentTaxYear |
| Total | 2644 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 255124 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 543217 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 390898 | CurrentTaxYearMinus1Year |
| Current Tax Year | 330538 | CurrentTaxYear |
| Total | 1522977 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.59880 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00170 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3297 | OtherCostOrOtherBasis |
| Depreciation | 2127 | Depreciation |
| Book Value | 1170 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1170 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VANGUARD PRIME M/M FUNDS | Description |
| Book Value | 421043 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 421043 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | P/R TAXES PAYABLE | Description |
| Amount | $1,642 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1642 | TotalOfAmounts |
| Total Revenue | 330538 | TotalRevenue |
| Total Expenses | 312095 | TotalExpenses |
| Excess Or Deficit For Year | 18443 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 18443 | ExcessOrDeficitPerFS |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINE TASTING & DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 15223 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 9283 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 5940 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 3731 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 6932 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 240 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 15223 | GrossReceiptsTotal |
| Charitable Contributions Total | 9283 | CharitableContributionsTotal |
| Gross Revenue Total Events | 5940 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 3731 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 6932 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 240 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 10903 | DirectExpenseSummaryEvents |
| Net Income Summary | -4963 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | NURSING SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 107 | NumberOfRecipients |
| Amount Of Cash Grant | 164195 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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 APROVING ALL SCHOLARSHIP AWARDS, THE BOARD OF DIRECTORS CONFIRMS THAT NO CONFLICTS OF INTEREST ARE PRESENT: ANY BOARD MEMBER WITH ANY CONFLICT OF INTEREST RECIPIENT MUST EXCUSE HIM OR HERSELF FROM VOTING ON SCHOLARSHIP RECIEPIENTS. 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | FINANCIAL STATEMENTS AND REPORTING |