ASHLAND COMMUNITY HOSPITAL FOUNDATION: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ASHLAND COMMUNITY HOSPITAL FOUNDATION (EIN 93-0691238)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-09
IRS object ID
202622529349301222
Schema version
2025v4.2
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)
Return2026-09-09T10:28:43-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204749363PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ISLER MEDFORD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1839 ALDER CREEK DRAddressLine1Txt
CityMEDFORDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97504ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN930691238EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ASHLAND COMMUNITY HOSPITAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlASHLBusinessNameControlTxt
Phone5414820367PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 CLEAR CREEK DRIVE 101AddressLine1Txt
CityASHLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97520ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY McCULLOUGHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5414820367PhoneNum
Signature2026-09-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROLYN M RYDERPreparerPersonNm
PTINP00033827PTIN
Phone5417797641PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ASHLAND COMMUNITY HEALTH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerSTEPHANIE ROLANDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1123 CLEAR CREEK DRIVE 101AddressLine1Txt
CityASHLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97520ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,079,354GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ACHFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateORLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O - PAGE 36 FOR FOUNDATION MISSION STATEMENT.ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY.VISION ASHLAND COMMUNITY HEALTH FOUNDATION (ACHF) LEADS PHILANTHROPIC EFFORTS TO ADVANCE INNOVATIVE AND EQUITABLE APPROACHES TO COMMUNITY HEALTH AND WELLNESS.VALUES *PASSION FOR COMMUNITY HEALTH AND WELLNESS AND HOSPITAL;*INTEGRITY AS WE CAREFULLY STEWARD THE RESOURCES ENTRUSTED TO US;*RELATIONSHIPS WITH DONORS, PARTNERS AND THE COMMUNITY;*ADVOCACY IN SUPPORT OF EQUITABLE ACCESS TO HEALTH CARE;*GENEROSITY WITH CHARITABLE GIFTS, TIME, AND EXPERTISE;*CONTINUITY AS A TRUSTED COMMUNITY PARTNER.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$361,200TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,811,548PYContributionsGrantsAmt
CY Contributions Grants$1,983,805CYContributionsGrantsAmt
PY Program Service Revenue$40,689PYProgramServiceRevenueAmt
CY Program Service Revenue$41,910CYProgramServiceRevenueAmt
PY Investment Income$1,772,340PYInvestmentIncomeAmt
CY Investment Income$1,154,173CYInvestmentIncomeAmt
PY Other Revenue$365,303PYOtherRevenueAmt
CY Other Revenue$361,396CYOtherRevenueAmt
PY Total Revenue$3,989,880PYTotalRevenueAmt
CY Total Revenue$3,541,284CYTotalRevenueAmt
PY Grants And Similar Paid$750,523PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,177,136CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$287,377PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$341,463CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$338,049PYOtherExpensesAmt
CY Other Expenses$384,318CYOtherExpensesAmt
PY Total Expenses$1,375,949PYTotalExpensesAmt
CY Total Expenses$1,902,917CYTotalExpensesAmt
PY Revenues Less Expenses$2,613,931PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,638,367CYRevenuesLessExpensesAmt
Total Assets BOY$13,924,255TotalAssetsBOYAmt
Total Assets EOY$16,070,234TotalAssetsEOYAmt
Total Liabilities BOY$183,770TotalLiabilitiesBOYAmt
Total Liabilities EOY$206,365TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,740,485NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,863,869NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,241,086ExpenseAmt
Grant$1,177,136GrantAmt
Revenue$847,350RevenueAmt
DescSee Schedule ODesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$5,813ExpenseAmt
Revenue$41,910RevenueAmt
DescTHROUGH EFFORTS OF ASHLAND COMMUNITY HOSPITAL FOUNDATION, THE COMMUNITY OF TALENT, OREGON CONTINUES TO RECEIVE QUALITY HEALTHCARE. IN 1994, THE FOUNDATION CONSTRUCTED A PHARMACY IN THAT COMMUNITY, WHICH IS RENTED TO MEDICAP PHARMACY. THIS PROJECT HELPED GUARANTEE ACCESS TO PHARMACEUTICALS IN THE COMMUNITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,246,899TotalProgramServiceExpensesAmt
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 EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
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 ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BURNS AND COMPANY CPAS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5414823711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 SISKIYOU BLVDAddressLine1Txt
CityASHLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97520ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
BLANCALUZ BROSSARD
DIRECTOR2.00Yes (X)$0$0$0
DIANE YALEY KNOX
DIRECTOR2.00Yes (X)$0$0$0
ERIN COKE
SECRETARY2.00Yes (X)$0$0$0Yes (X)
REBECCA ORF
DIRECTOR2.00Yes (X)$0$0$0
LARRY GIBBS
DIRECTOR2.00Yes (X)$0$0$0
TIFFANIE LAMBERT
DIRECTOR2.00Yes (X)$0$0$0
GARY LAVENTURE
DIRECTOR2.00Yes (X)$0$0$0
JEFFREY MCCULLOUGH
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
DANA PRESTON
DIRECTOR2.00Yes (X)$0$0$0
LIZ MURPHY
DIRECTOR2.00Yes (X)$0$0$0
JUDITH PAVLIK
VICE PRESIDENT2.00Yes (X)$0$0$0Yes (X)
NICK PALMESANO
TREASURER2.00Yes (X)$0$0$0Yes (X)
BRIAN KITCHELL
DIRECTOR2.00Yes (X)$0$0$0
EVA SKURATOWICZ
DIRECTOR2.00Yes (X)$0$0$0
JUSTINE WICKARD
DIRECTOR2.00Yes (X)$0$0$0
STEPHANIE ROLAND
EXECUTIVE DIRECTOR40.00$121,404$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$121,404TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,983,805AllOtherContributionsAmt
Total Contributions$1,983,805TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescRENT OF MED FACILITIESDesc
Business531390BusinessCd
Total Revenue Column$41,910TotalRevenueColumnAmt
Related Or Exempt Func Income$41,910RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$41,910TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$307,019TotalRevenueColumnAmt
Exclusion$307,019ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$361,200RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$361,200RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$361,200TotalRevenueColumnAmt
Unrelated Business Revenue$361,200UnrelatedBusinessRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,385,224SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,538,070SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$847,154SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$847,154TotalRevenueColumnAmt
Related Or Exempt Func Income$847,154RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business561000BusinessCd
Total Revenue Column$196TotalRevenueColumnAmt
Related Or Exempt Func Income$196RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$196OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,541,284TotalRevenueColumnAmt
Related Or Exempt Func Income$889,260RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$361,200UnrelatedBusinessRevenueAmt
Exclusion$307,019ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$832,713TotalAmt
Program Services$832,713ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$344,423TotalAmt
Program Services$344,423ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$121,404TotalAmt
Management And General$121,404ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$186,780TotalAmt
Management And General$186,780ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$8,864TotalAmt
Management And General$8,864ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,415TotalAmt
Management And General$24,415ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$43,803TotalAmt
Management And General$43,803ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$70,812TotalAmt
Management And General$70,812ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,566TotalAmt
Management And General$1,566ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$34,779TotalAmt
Management And General$34,779ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$49,550TotalAmt
Management And General$49,550ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,580TotalAmt
Management And General$6,580ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,455TotalAmt
Program Services$4,007ProgramServicesAmt
Management And General$1,448ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,802TotalAmt
Management And General$8,802ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CAMPAIGN EXPENSES$41,520$41,520
CONSULTING FEES$26,769$26,769
PAYROLL PROCESSING COST$26,693$26,693
BOARD RECOGNITION AND D$21,406$21,406

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$46,583TotalAmt
Program Services$24,236ProgramServicesAmt
Management And General$22,347ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,902,917TotalAmt
Program Services$1,246,899ProgramServicesAmt
Management And General$656,018ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$86,356BOYAmt
EOY$146,824EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$256,560BOYAmt
EOY$265,982EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$138,700BOYAmt
EOY$80,272EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,442BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,893BOYAmt
EOY$24,544EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$578,902LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$125,695LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$458,662BOYAmt
EOY$453,207EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$12,973,142BOYAmt
EOY$15,095,905EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,500BOYAmt
EOY$3,500EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,924,255BOYAmt
EOY$16,070,234EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,067BOYAmt
EOY$24,712EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$172,703BOYAmt
EOY$181,653EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$183,770BOYAmt
EOY$206,365EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,452,712BOYAmt
EOY$4,942,349EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,287,773BOYAmt
EOY$10,921,520EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,740,485BOYAmt
EOY$15,863,869EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,924,255BOYAmt
EOY$16,070,234EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,638,367ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$470,877NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$27,179DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets-$13,039OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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$491,022CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$396,857CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,221,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,811,548CurrentTaxYearMinus1YearAmt
Current Tax Year$1,983,805CurrentTaxYearAmt
Total$5,904,382TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$491,022CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$396,857CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,221,150CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,811,548CurrentTaxYearMinus1YearAmt
Current Tax Year$1,983,805CurrentTaxYearAmt
Total$5,904,382TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$5,904,382PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$560,484CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$565,606CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$572,922CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$800,668CurrentTaxYearMinus1YearAmt
Current Tax Year$710,129CurrentTaxYearAmt
Total$3,209,809TotalAmt
FieldValueIRS element (for citing)
Total Support$9,114,191TotalSupportAmt
Public Support CY1700.64780PublicSupportCY170Pct
Public Support PY1700.60470PublicSupportPY170Pct
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)
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,319,067BeginningYearBalanceAmt
Contributions$1,404,212ContributionsAmt
Investment Earnings Or Losses$841,854InvestmentEarningsOrLossesAmt
Grants Or Scholarships$200,492GrantsOrScholarshipsAmt
Administrative Expenses$36,208AdministrativeExpensesAmt
End Year Balance$8,328,433EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,281,764BeginningYearBalanceAmt
Contributions$688,907ContributionsAmt
Investment Earnings Or Losses$667,334InvestmentEarningsOrLossesAmt
Grants Or Scholarships$288,157GrantsOrScholarshipsAmt
Administrative Expenses$30,781AdministrativeExpensesAmt
End Year Balance$6,319,067EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,273,083BeginningYearBalanceAmt
Contributions$448,426ContributionsAmt
Investment Earnings Or Losses$769,411InvestmentEarningsOrLossesAmt
Grants Or Scholarships$181,675GrantsOrScholarshipsAmt
Administrative Expenses$27,481AdministrativeExpensesAmt
End Year Balance$5,281,764EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,129,869BeginningYearBalanceAmt
Contributions$172,297ContributionsAmt
Investment Earnings Or Losses-$753,173InvestmentEarningsOrLossesAmt
Grants Or Scholarships$248,923GrantsOrScholarshipsAmt
Administrative Expenses$26,987AdministrativeExpensesAmt
End Year Balance$4,273,083EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,602,662BeginningYearBalanceAmt
Contributions$557,704ContributionsAmt
Investment Earnings Or Losses$661,812InvestmentEarningsOrLossesAmt
Grants Or Scholarships$663,980GrantsOrScholarshipsAmt
Administrative Expenses$28,329AdministrativeExpensesAmt
End Year Balance$5,129,869EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$411,472InvestmentCostOrOtherBasisAmt
Book Value$411,472BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$157,771InvestmentCostOrOtherBasisAmt
Depreciation$116,036DepreciationAmt
Book Value$41,735BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$9,659InvestmentCostOrOtherBasisAmt
Depreciation$9,659DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$453,207TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MUTUAL FUNDS$14,808,989F
UNITRUST ASSETS$286,916F
FieldValueIRS element (for citing)
Total Book Value Securities$15,095,905TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ANNUITY OBLIGATION$165,415
DEPOSITS$2,600
ACCRUED PAYROLL$13,638
FieldValueIRS element (for citing)
Total Liability$181,653TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$4,053,480TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$470,877NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$27,179DonatedServicesAndUseFcltsAmt
Other Revenue$14,140OtherRevenueAmt
Revenue Not Reported$512,196RevenueNotReportedAmt
Revenue Subtotal$3,541,284RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,541,284TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,930,096TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$27,179DonatedServicesUseFcltsAmt
Expenses Not Reported$27,179ExpensesNotReportedAmt
Expenses Subtotal$1,902,917ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,902,917TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:EVANS SCHOLARSHIP ENDOWMENT INCOME FROM THE EVANS SCHOLARSHIP ENDOWMENT FUND IS TO AWARD SCHOLARSHIPS TO STUDENTS WHO ARE PURSUING NURSING DEGREES FROM OREGON HEALTH & SCIENCE UNIVERSITY AT THE ASHLAND CAMPUS OR ROGUE COMMUNITY COLLEGE. NIXON ENDOWMENT INCOME FROM THE NIXON ENDOWMENT FUND IS GIFTED ANNUALLY TO THE FOUNDATION'S LIGHTS FOR LIFE CAMPAIGN. ALLIED HEALTH SCHOLARSHIP INCOME FROM THE ALLIED HEALTH SCHOLARSHIP FUND IS USED TO PROVIDE SCHOLARSHIPS AND FINANCIAL ASSISTANCE TO LOCAL STUDENTS FOR CAREERS IN ALLIED HEALTH PROFESSIONS. KITCHELL ENDOWMENT INCOME FROM THE KITCHELL ENDOWMENT FUND IS USED TO SUPPORT NON-PROFITS FOR SPORTS FOR CHILDREN IN ASHLAND, TALENT, AND PHOENIX. BUTLER ENDOWMENT INCOME FROM THE BUTLER AQUATICS FUND ARE USED TO SUPPORT NON-PROFITS THAT ADDRESS THE NEEDS OR CHILDREN IN ASHLAND, TALENT, AND PHOENIX THROUGH WATER ACTIVITIES AND SPORTS. COLTON ALLEN MEMORIAL SCHOLARSHIP THE COLTON ALLEN MEMORIAL SCHOLARSHIP IS A PERMANENTLY RESTRICTED FUND WHERE THE PRINCIPAL IS HELD IN PERPETUITY. THE COLTON ALLEN FUND IS A TEMPORARILY RESTRICTED FUND USED TO RECEIVE INTEREST INCOME FROM THE ENDOWMENT THAT CAN BE USED TO SUPPORT THE SCHOLARSHIP PROGRAM. DONATIONS FROM THE BROADER COMMUNITY ARE DIRECTED TO THE RESTRICTED FUND, UNLESS DESIGNATED TO THE ENDOWMENT BY THE DONOR. THE SCHOLARSHIP FUND IS USED TO SUPPORT NURSING STUDENTS WITH CAREGIVING EXPERIENCE PURSUING THEIR REGISTERED NURSE DESIGNATION. BARBARA ROASTINGEAR OLIVER ENDOWED SCHOLARSHIP THE BARBARA ROASTINGEAR OLIVER ENDOWED SCHOLARSHIP IS A PERMANENTLY RESTRICTED FUND WHERE THE PRINCIPAL IS HELD IN PERPETUITY. THE ROASTINGEAR OLIVER FUND IS A TEMPORARILY RESTRICTED FUND USED TO RECEIVE INTEREST INCOME FROM THE ENDOWMENT THAT CAN BE USED TO SUPPORT THE SCHOLARSHIP PROGRAM. DONATIONS FROM THE BROADER COMMUNITY ARE DIRECTED TO THE RESTRICTED FUND, UNLESS DESIGNATED TO THE ENDOWMENT BY THE DONOR. THE SCHOLARSHIP FUND IS USED TO SUPPORT LOCAL STUDENTS PURSUING DENTAL AND EMERGENCY HEALTH CAREERS IN THE ROGUE VALLEY. THE CAREOREGON ENDOWMENT FOR HEALTH CARE WORKFORCE THE CAREOREGON ENDOWMENT FOR HEALTH CARE WORKFORCE ACCOUNT IS A PERMANENTLY RESTRICTED FUND WHERE THE PRINCIPAL IS HELD IN PERPETUITY. THE HEALTHCARE WORKFORCE TRAINING FUND IS A TEMPORARILY RESTRICTED FUND USED TO RECEIVE INTEREST INCOME FROM THE ENDOWMENT THAT CAN BE USED TO SUPPORT THE PROGRAM. THE CAREOREGON ENDOWMENT FOR HEALTH CARE WORKFORCE SUPPORTS EDUCATION AND TRAINING TO STRENGTHEN THE BEHAVIORAL HEALTH WORK FORCE THROUGHOUT THE ROGUE VALLEY. FUNDS CAN BE USED FOR SCHOLARSHIPS, TO PROVIDE FOR INTERNSHIPS, OR TO SUPPORT OTHER ACTIVITIES THAT IMPROVE ACCESS TO BEHAVIORAL HEALTH SERVICES FOR LOW INCOME AND VULNERABLE POPULATIONS. DR. BRANDT CULLEN, DDS ENDOWMENT FUND THE DR. BRANDT CULLEN, DDS ENDOWMENT FUND IS A PERMANENTLY RESTRICTED FUND WHERE THE PRINCIPAL IS HELD IN PERPETUITY. THE SCHOOL NURSE PROGRAM FUND IS A TEMPORARILY RESTRICTED FUND USED TO RECEIVE INTEREST INCOME FROM THE ENDOWMENT THAT CAN BE USED TO SUPPORT SCHOOL NURSING AND RELATED MEDICAL-BASED SERVICES OFFERED TO STUDENTS IN ASHLAND, TALENT, AND PHOENIX. DONATIONS FROM THE BROADER COMMUNITY ARE DIRECTED TO THE RESTRICTED FUND, UNLESS DESIGNATED TO THE ENDOWMENT BY THE DONOR. THE FUND IS USED TO SUPPORT SCHOOL NURSING SERVICES OFFERED TO STUDENTS IN ASHLAND, TALENT, AND PHOENIX. WOMEN'S RIGHT TO CARE ENDOWMENT THE WOMEN'S RIGHT TO CARE ENDOWMENT IS A PERMANENTLY RESTRICTED FUND WHERE THE PRINCIPAL IS HELD IN PERPETUITY. THE WOMEN'S CARE FUND IS A TEMPORARILY RESTRICTED FUND USED TO RECEIVE INTEREST INCOME FROM THE ENDOWMENT THAT CAN BE USED TO SUPPORT ACCESS TO HEALTH-RELATED SERVICES FOR WOMEN. DONATIONS FROM THE BROADER COMMUNITY ARE DIRECTED TO THE ENDOWMENT ACCOUNT, UNLESS DESIGNATED TO THE RESTRICTED FUND BY THE DONOR. THE FUND IS USED TO SUPPORT LOCAL PROGRAMS THAT ADDRESS WOMEN'S HEALTH ISSUES OR PROVIDE HEALTH-RELATED SERVICES FOR WOMEN, INCLUDING MEDICAL CARE, CHILDCARE, AND SUPPORT FOR THE SOCIAL DRIVERS OF HEALTH SUCH AS NUTRITION AND HOUSING.
Part X, Line 2:THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES GENERATED FROM THE RENTAL OF CERTAIN DEBT-FINANCED PROPERTY. AT DECEMBER 31, 2025, THE ACTIVITY REPORTED OPERATING INCOME OF $0 WHICH DID NOT ADD OR SUBTRACT FROM OPERATING LOSS CARRYFORWARDS. THE UNUSED NET OPERATING LOSS CARRYFORWARDS MAY BE APPLIED AGAINST FUTURE TAXABLE INCOME. THE DEFERRED TAX ASSET HAS NOT BEEN RECORDED IN THE FINANCIAL STATEMENTS DUE TO THE UNDETERMINABLE TIMING OF EVENTS OF WHICH THE FOUNDATION WOULD BE ABLE TO UTILIZE THE CARRYFORWARDS. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (FORM 990-T) FOR 2022, 2023, AND 2024 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY WERE FILED. MANAGEMENT BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN.
Part XI, Line 2d - Other Adjustments:CHANGE IN SPLIT INTEREST AGREEMENT 14,140.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ADDICTIONS RECOVERY CENTER
1025 E MAIN STREETMEDFORDOR97504$15,000$0FUNDING TO SUPPORT THE BEHAVIORAL HEALTH INTERN PROGRAM
ASHLAND CLIMATE COLLABORATIVE
1467 SISKIYOU BLVD 2068ASHLANDOR97520$10,000$0FUNDS BENEFITED THE PEDAL POWER BIKE SAFETY EDUCATION PROGRAM.
ASHLAND COMMUNITY FOOD BANK
560 CLOVER LANEASHLANDOR97520$20,000$0FUNDS SUPPORTED THE HOME DELIVER PROGRAM TO SERVE THE MOST VULNERABLE.
ASHLAND FAMILY YMCA
540 YMCA WAYASHLANDOR97520$11,388$0FUNDS USED TO SUPPORT SWIM LESSONS AND A NEW SWIMSUIT FOR EACH PRESCHOOLER IN ASHLAND AND TALENT; AND SUPPORT YOUTH SPORTS PROGRAM.
ASHLAND SCHOOL DISTRICT
201 S MOUNTAIN AVENUEASHLANDOR97520$57,783$0DONOR DESIGNATED GIFTS WERE USED TO SUPPORT THE SCHOOL NURSE PROGRAM; THE BEHAVIORAL HEALTH INTERN PROGRAM; BELLVIEW ELEMENTARY PE EQUIPMENT; AND NEW TEAM UNIFORMS FOR THE ASHLAND HIGH SCHOOL SWIM TEAM.
COLUMBIA CARE
3587 HEATHROW WAYMEDFORDOR97504$15,000$0FUNDS TO SUPPORT THE BEHAVIORAL HEALTH INTERN PROGRAM.
CONTINUUM
300 W MAIN STREETMEDFORDOR97501$15,000$0FUNDS TO SUPPORT THE BEHAVIORAL HEALTH INTERN PROGRAM.
FAMILY NURTURING CENTER
825 E MAIN STREET STE AMEDFORDOR97501$15,000$0FUNDS TO SUPPORT THE BEHAVIORAL HEALTH INTERN PROGRAM.
JACKSON COUNTY SART
320 E MAIN 202ASHLANDOR97520$31,000$0SUPPORTED A FORENSIC NURSE EXAMINER POSITION TO SERVE AREA EMERGENCY ROOMS.
LA CLINICA
931 CHEVY WAYMEDFORDOR97504$65,000$0FUNDS TO SUPPORT THE BEHAVIORAL HEALTH INTERN PROGRAM; THE EXPANSION OF THE BEHAVIORAL HEALTH PROGRAM AT SOUTHERN OREGON UNIVERSITY STUDENT HEALTH CENTER.
MERCY FLIGHTS
2020 MILLIGAN WAYMEDFORDOR97504$350,000$0SUPPORTED THE EXPANSION OF THE MOBILE INTEGRATED HEALTH PROGRAM.
OPTIONS FOR SOUTHERN OREGON
1215 SW G STREETGRANTS PASSOR97526$15,000$0FUNDS TO SUPPORT THE BEHAVIORAL HEALTH INTERN PROGRAM.
PHOENIX TALENT SCHOOL DISTRICT
401 WEST 4TH STREETPHOENIXOR97535$63,353$0SUPPORT THE SCHOOL NURSE PROGRAM AND FOR THE CHILDRENS'S MENTAL HEALTH TO SUPPORT THE LATINO FAMILY OUTREACH PROGRAM; THE HIGH SCHOOL FOOTBALL TEAM, MIDDLE SCHOOL ATHLETICS, AND GIRLS ON THE RUN AT THE ELEMENTARY SCHOOL.
ROGUE COMMUNITY HEALTH
19 MYRTLE STREETMEDFORDOR97504$15,000$0FUNDS TO SUPPORT THE BEHAVIORAL HEALTH INTERN PROGRAM.
ROGUE VALLEY FARM TO SCHOOL
PO BOX 898ASHLANDOR97520$28,000$0TO BENEFIT THEIR PROGRAM ROOTS OF CHANGE TO SUPPORT FOOD INSECURITY FOR CHILDREN.
ROGUE VALLEY MENTORING
2931 S PACIFIC HWYMEDFORDOR97501$36,880$0SUPPORT MENTAL HEALTH FOR ASHLAND HIGH SCHOOL STUDENTS.
SOUTHERN OREGON EDUCATION SERVICE DISTRICT
101 N GRAPE STREETMEDFORDOR97501$50,000$0SUPPORTED THE DEVELOPMENT OF THEIR MEDICAL ASSISTING PROGRAM.
TALENT MAKER CITY
304 E MAIN STTALENTOR97540$10,000$0TO SUSTAIN THEIR EMPOWERMENT THROUGH PARTNERSHIP PROGRAM.

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS PROVIDED FOR NURSING, ALLIED AND EMERGENCY HEALTHGrantTypeTxt
Cash Grant$344,423CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)GIFT CARDS AND PRODUCTS14$12,921FACE VALUE
Yes (X)AUDIT SERVICES1$12,000ACTUAL COSTS
Yes (X)PRINTING SERVICES1$1,154ACTUAL COSTS
Yes (X)LEGAL SERVICES1$1,104ACTUAL COSTS
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I LINE 1 - MISSION STATEMENTASHLAND COMMUNITY HEALTH FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY.
FORM 990 PART III, LINE 4a - PROGRAM SERVICE ACCOMPLISHMENTSASANTE ASHLAND COMMUNITY HOSPITAL GRANTS - $625 BIRTH CENTER: $500 A DONOR DESIGNATED GIFT WAS USED TO SUPPORT THE GENERAL OPERATIONS OF THE FAMILY BIRTH CENTER. EMERGENCY SERVICES FUND: $125 DONOR DESIGNATED GIFTS WERE USED TO SUPPORT EMERGENCY SERVICES AT AACH. ACHF MITTEN, HAT & GLOVE DRIVE: $384 FUNDS FROM COMMUNITY HEALTH INITIATIVES SUPPORTED THE PURCHASE OF MITTENS, HATS, AND GLOVES FOR K-5 STUDENTS IN THE ASHLAND AND PHOENIX-TALENT SCHOOL DISTRICT. OVER 1,000 ITEMS WERE DISTRIBUTED TO STUDENTS. ITEMS WERE DONATED BY COMMUNITY MEMBERS, WITH SUPPLEMENTAL ITEMS PURCHASED BY ACHF TO ENSURE THAT EVERY CHILD HAS SOMETHING TO SELECT. ADDICTIONS RECOVERY CENTER: $15,000 FUNDS FROM THE CAREOREGON HEALTH CARE WORKFORCE TRAINING FUND SUPPORTED THE BEHAVIORAL HEALTH INTERN PROGRAM. ASHLAND CLIMATE COLLABORATIVE: $10,000 FUNDS FROM THE HEALTY KIDS INITIATIVE BENEFITED THE PEDAL POWER BIKE SAFETY EDUCATION PROGRAM FOR ASHLAND ELEMENTARY SCHOOLS. ASHLAND COMMUNITY FOOD BANK: $20,000 THE COMMUNITY CARE FUND SUPPORTED THEIR HOME DELIVERY PROGRAM TO SERVE THE MOST VULNERABLE. ASHLAND ELITE GIRLS BASKETBALL: $2,500 A GRANT FROM THE DAVE KITCHELL FUND HELPED TO GROW A YOUNG GIRLS BASKETBALL PROGRAM AND SUPPORT THE ASHLAND HIGH SCHOOL GIRLS BASKETBALL TEAM. ASHLAND FAMILY YMCA: $11,388 A GRANT FROM THE CHUCK BUTLER AQUATICS FUND WAS USED TO SUPPORT SWIM LESSONS AND A NEW SWIMSUIT FOR EACH PRESCHOOLER IN ASHLAND AND TALENT. FUNDS FROM THE DAVE KITCHELL FUND SUPPORTED THEIR YOUTH SPORTS PROGRAM. ASHLAND FOOTBALL CLUB: $2,500 A GRANT FROM THE DAVE KITCHELL FUND WAS USED TO SUPPORT THE 2025 FOOTBALL SEASON TO HELP PAY FOR PREGAME MEALS, TRAVEL SNACKS, EQUIPMENT NEEDS, AND SCHOLARSHIPS FOR STUDENTS. ASHLAND SCHOOL DISTRICT: $57,783 DONOR DESIGNATED GIFTS WERE USED TO SUPPORT THE SCHOOL NURSE PROGRAM. A GRANT FROM THE LANG FAMILY CHILDREN'S MENTAL HEALTH FUND SUPPORTED THE BEHAVIORAL HEALTH INTERN PROGRAM. A GRANT FROM THE DAVE KITCHELL FUND SUPPORTED BELLVIEW ELEMENTARY PE EQUIPMENT. A GRANT FROM THE BUTLER AQUATICS FUND SUPPORTED NEW TEAM UNIFORMS FOR THE ASHLAND HIGH SCHOOL SWIM TEAM. ASHLAND YOUTH BASEBALL: $2,500 A GRANT FROM THE DAVE KITCHELL FUND WAS USED TO SUPPORT FIELD RENTAL COSTS FOR THE BASEBALL TEAM. COLUMBIA CARE: $15,000 FUNDS FROM THE CAREOREGON HEALTH CARE WORKFORCE TRAINING FUND SUPPORTED THE BEHAVIORAL HEALTH INTERN PROGRAM. CONTINUUM (FORMERLY ONTRACK): $15,000 FUNDS FROM THE CAREOREGON HEALTH CARE WORKFORCE TRAINING FUND SUPPORTED THE BEHAVIORAL HEALTH INTERN PROGRAM. FAMILY NURTURING CENTER: $15,000 FUNDS FROM THE CAREOREGON HEALTH CARE WORKFORCE TRAINING FUND SUPPORTED THE BEHAVIORAL HEALTH INTERN PROGRAM. JACKSON COUNTY SART: $31,000 COMMUNITY CARE AND WOMEN'S CARE FUNDS SUPPORTED A FORENSIC NURSE EXAMINER POSITION TO SERVE AREA EMERGENCY ROOMS. LA CLINICA: $65,000 FUNDS FROM THE CAREOREGON HEALTH CARE WORKFORCE TRAINING FUND SUPPORTED THE BEHAVIORAL HEALTH INTERN PROGRAM. FUNDS FROM THE DESCHAMPS FAMILY FUND AND COMMUNITY HEALTH INITIATIVES SUPPORTED THE EXPANSION OF THE BEHAVIORAL HEALTH PROGRAM AT SOUTHERN OREGON UNIVERSITY STUDENT HEALTH CENTER. MERCY FLIGHTS: $350,000 THE INNOVATION FUND SUPPORTED THE EXPANSION OF THEIR MOBILE INTEGRATED HEALTH PROGRAM, INCLUDING IN-HOME EMERGENCY CARE AND ALTERNATE DESTINATIONS. OPTIONS FOR SOUTHERN OREGON: $15,000 FUNDS FROM THE CAREOREGON HEALTH CARE WORKFORCE TRAINING FUND SUPPORTED THE BEHAVIORAL HEALTH INTERN PROGRAM PHOENIX TALENT SCHOOL DISTRICT: $63,353 DONOR DESIGNATED GIFTS WERE USED TO SUPPORT THE SCHOOL NURSE PROGRAM. A GIFT FROM THE LANG FAMILY FUND FOR CHILDREN'S MENTAL HEALTH SUPPORTED THE LATINO FAMILY OUTREACH PROGRAM. A GRANT FROM THE DAVE KITCHELL FUND BENEFITED THE PHOENIX HIGH SCHOOL FOOTBALL TEAM, TALENT MIDDLE SCHOOL ATHLETICS, AND GIRLS ON THE RUN AT ORCHARD HILL ELEMENTARY. ROGUE COMMUNITY HEALTH: $15,000 FUNDS FROM THE CAREOREGON HEALTH CARE WORKFORCE TRAINING FUND SUPPORTED THE BEHAVIORAL HEALTH INTERN PROGRAM. ROGUE VALLEY FARM TO SCHOOL: $28,000 HEALTHY KIDS FUNDS AND DONOR DESIGNATED FUNDS TO SUPPORT FOOD INSECURITY FOR CHILDREN WAS USED TO BENEFIT THEIR PROGRAM, ROOTS OF CHANGE: CONNECTING FAMILIES THROUGH FOOD. ROGUE VALLEY MENTORING: $36,880 COMMUNITY HEALTH INITIATIVES AND MACKRIS GROVEMAN FUNDS WERE USED TO SUPPORT THE MENTAL HEALTH OF STUDENTS AT THE ASHLAND HIGH SCHOOL. SOUTHERN OREGON EDUCATION SERVICE DISTRICT: $50,000 THE INNOVATION FUND SUPPORTED THE DEVELOPMENT OF THEIR MEDICAL ASSISTING PROGRAM AT THE SOUTHERN OREGON CAREER CENTER. TALENT MAKER CITY: $10,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO SUSTAIN THEIR EMPOWERMENT THROUGH PARTNERSHIP PROGRAM. UNITED ROTARY CLUBS OF SOUTHERN OREGON: $800 DONOR DESIGNATED FUNDS TO COMMUNITY HEALTH INITIATIVES WERE USED TO SUPPORT THEIR DOLLY PARTON IMAGINATION LIBRARY INITIATIVE TO PROVIDE A FREE AGE-APPROPRIATE BOOK EACH MONTH TO CHILDREN FROM BIRTH TO AGE FIVE IN ASHLAND, TALENT, AND PHOENIX. FOOTNOTE: IN 2025 THE FOUNDATION PROVIDED MEETING ROOM SPACE TO THE ROTARY CLUB OF ASHLAND AND TO SOROPTIMIST INTERNATIONAL OF ASHLAND FOR THEIR BOARD AND COMMITTEE MEETINGS.
Form 990, Part VI, Section A, line 6FOUNDATION BOARD MEMBERS SERVE AS VOTING MEMBERS WITH AUTHORITY AND RESPONSIBILITY TO DEVELOP POLICIES, PROCEDURES, AND REGULATIONS NECESSARY TO OPERATE THE FOUNDATION, PARTICIPATE IN FUNDRAISING THROUGH PERSONAL CONTRIBUTIONS, AND PARTICPATE IN THE VARIOUS CAMPAIGNS NECESSARY TO FINANCE THE ONGOING OPERATION OF THE FOUNDATION. BOARD MEMBERS SERVE A THREE YEAR TERM (UNLESS ELECTED TO FILL AN UNEXPIRED TERM).
Form 990, Part VI, Section A, line 7aTHE OFFICERS SHALL BE ELECTED BY, AND SHALL SERVE AT THE PLEASURE OF, THE BOARD, AND SHALL HOLD THEIR RESPECTIVE OFFICES UNTIL THEIR RESIGNATION, REMOVAL, OR OTHER DISQUALIFICATION FROM SERVICE, OR UNTIL THEIR RESPECTIVE SUCCESSORS SHALL BE ELECTED. THE PRESIDENT SHALL BE ELECTED FOR A TWO-YEAR TERM OF OFFICE. VICE-PRESIDENT, SECRETARY AND TREASURER SHALL BE ELECTED ANNUALLY.
Form 990, Part VI, Section B, line 11bTHE ACH FOUNDATION HAS A STANDING ASSET MANAGEMENT COMMITTEE THAT MEETS QUARTERLY TO REVIEW FINANCIAL STATEMENTS, INCLUDING EXPENSES, INCOME, GRANTS, CASH DISBURSEMENTS, BALANCE SHEET, PROFIT AND LOSS, AND ANY AUDIT LETTERS. IN ADDITION, TIME IS ALLOCATED AT EACH QUARTERLY BOARD MEETING TO REVIEW FINANCIAL STATEMENTS AND THE ANNUAL AUDIT IS PRESENTED TO THE FULL FOUNDATION BOARD UPON ITS COMPLETION. BOTH THE ASSET MANAGEMENT COMMITTEE AND THE BOARD MONITOR THE FINANCIAL RESOURCES TO ENSURE THAT FUNDS ARE APPROPRIATELY ACCOUNTED FOR. THE FOUNDATION BOARD TREASURER REVIEWS THE FINANCIAL STATEMENTS ON A MONTHLY BASIS. FINANCIAL STATEMENTS: 1. THE ACH FOUNDATION IS NOT REQUIRED BY LAW TO UNDERGO AN AUDIT BY AN INDEPENDENT AUDITOR. 2. THE ACH FOUNDATION HAS NOT RECEIVED FEDERAL FUNDS THAT REQUIRES ONE OR MORE AUDITS. 3. THE ACH FOUNDATION BOARD HAS AN ESTABLISHED ASSET MANAGEMENT COMMITTEE WHICH MAKES RECOMMENDATIONS ON THE SELECTION OF THE INDEPENDENT AUDITOR TO THE FOUNDATION BOARD. IN ADDITION, THEY OVERSEE THE INDEPENDENT AUDITOR. 4. THE ACH FOUNDATION CURRENTLY HAS FINANCIAL STATEMENTS COMPILED BY AN INDEPENDENT ACCOUNTANT AND AUDITED ANNUALLY BY A QUALIFIED THIRD-PARTY.
Form 990, Part VI, Section B, line 12cALL BOARD MEMBERS ARE EXPECTED TO ACCEPT AND ADHERE TO POLICIES AND HOLD FELLOW BOARD MEMBERS AND STAFF TO THE SAME STANDARDS. MONITORING OF SUCH IS ONGOING.
Form 990, Part VI, Section B, line 15A REVIEW BY THE EXECUTIVE DIRECTOR, PRESIDENT AND VICE PRESIDENT OR PAST PRESIDENT IS CONDUCTED BY ANALYZING COMPARABILITY DATA WITH SIMILAR ORGANIZATIONS IN SIZE AND BUDGET.
Form 990, Part VI, Section C, line 18THE FOUNDATION'S DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION MAY BE REQUESTED FOR VIEWING BY CONTACTING THE FOUNDATION'S OFFICE.
Form 990, Part VI, Section C, line 19THE FOUNDATION'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND BY VISITING THE WEBSITE WWW.ACHFOUNDATION.ORG
Form 990, Part XI, line 9:CHANGE IN MARKET VALUE OF TRUST ASSETS 14,140. IN-KIND EXPENSES -27,179.
FINANCIAL STATEMENT AND AUDIT OVERSIGHTTHE OVERSIGHT OR SELECTION PROCESS HAS NOT CHANGED DURING THE YEAR.

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