← JEFFERSON REGIONAL MEDICAL CENTER FOUNDATION

Form 990 for tax year 2023

Filed by JEFFERSON REGIONAL MEDICAL CENTER FOUNDATION.

Totals

Total revenue: $427,098
Total expenses: $576,378
Contributions and grants received: $389,472
Grants paid: $441,072
Program service revenue: $0
Investment income: $10,979
Other revenue: $26,647
Total assets, end of year: $471,065
Total liabilities, end of year: $22,445
Net assets or fund balances, end of year: $448,620
Program services expenses (Part IX): $458,947
Management and general expenses: $117,431
Fundraising expenses: $0
Program service expenses (Part III): $458,947

Program services were 79.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1c · Fundraising events

$197,586
1f · All other contributions, gifts and grants

$191,886
1g · Noncash contributions included above

$22,415
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $10,979 · excluded $10,979
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: gross income

$141,754
8a · Fundraising events: contributions included on line 1c

$197,586
8b · Fundraising events: direct expenses

$115,107
8c · Net income from fundraising events

total $26,647 · excluded $26,647
11d · All other revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $427,272 · program services $427,272
2 · Grants to domestic individuals

total $13,800 · program services $13,800
7 · Other salaries and wages

total $70,176 · management and general $70,176
9 · Other employee benefits

total $9,966 · management and general $9,966
11c · Fees: accounting

total $5,305 · management and general $5,305
11g · Fees: other

total $13,683 · program services $0 · management and general $13,683 · fundraising $0
12 · Advertising and promotion

total $3,095 · management and general $3,095
13 · Office expenses

total $1,387 · management and general $1,387
16 · Occupancy

total $2,057 · management and general $2,057
17 · Travel

total $711 · management and general $711
24a · Other expenses: BANK CHARGES

total $6,520 · management and general $6,520
24b · Other expenses: DUES/FEES

total $1,223 · management and general $1,223
24e · All other expenses

total $21,183 · program services $17,875 · management and general $3,308 · fundraising $0

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $139,772 · end of year $157,484
3 · Pledges and grants receivable

beginning of year $186,192 · end of year $0
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $4,250 · end of year $0
10a · Land, buildings and equipment: cost or other basis

$0
10b · Land, buildings and equipment: accumulated depreciation

$0
10c · Land, buildings and equipment, net

beginning of year $0 · end of year $0
11 · Investments: publicly traded securities

beginning of year $243,949 · end of year $313,581
12 · Investments: other securities

beginning of year $0
13 · Investments: program-related

beginning of year $0
15 · Other assets

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $34,917 · end of year $22,445
27 · Net assets without donor restrictions

beginning of year $166,400 · end of year $162,438
28 · Net assets with donor restrictions

beginning of year $372,846 · end of year $286,182

Mission and programs · 2023

Mission

THE FOUNDATION RAISES FUNDS THAT DIRECTLY SUPPORT JEFFERSON REGIONAL MEDICAL CENTER AND THE COMMUNITIES WE SERVE. TOGETHER WE ARE BRINGING THE HIGHEST QUALITY HEALTHCARE TO SOUTHEAST ARKANSAS.

Activities or mission (Part I)

TO MAKE DISTRIBUTIONS OF PROPERTY FROM THE FOUNDATION TO ORGANIZATIONS THAT THEN QUALIFY AS EXEMPT ORGANIZATIONS

THE FOUNDATION HOSTED ITS ANNUAL GOLF TOURNAMENT. THE PROCEEDS BENEFIT PROJECTS AND SERVICES AT JEFFERSON REGIONAL. ALSO, THE PINK LUNCHEON AND PINK OUT 5K BOTH BENEFIT THE JEFFERSON REGIONAL BREAST CENTER. ADDITIONALLY, THE FOUNDATION AUTHORIZED GRANTS TO JEFFERSON REGIONAL FOR NURSING SCHOLARSHIPS, PATIENT ASSISTANCE AND CANCER CENTER PATIENTS. THE WINTER WONDERLAND RAISED FUNDS FOR THE DOONA TERRELL WARRIOR LODGE.

Expenses $458,947 · Grants $441,072

As filed on the 2023 return.

Listed in Part VII

B JACKSON - See Sch O

EX-OFFICIO TERM EXPIRED: 4/24

Total calculated

$0

Hours/week

1 + 40 related
B Thomas - See Sch OB THOMAS - SEE SCH O

PRESIDENT, EX-OFFICIO

Total calculated

$0

Hours/week

1 + 40 related
D Hollingsworth - See Sch OD HOLLINGSWORTH - SEE SCH O

EX OFFICIO

Total calculated

$0

Hours/week

1
J Bridgforth - See Sch OJ BRIDGFORTH - SEE SCH O

CHAIR

Total calculated

$0

Hours/week

1
J Jeffery - SEE SCH O

Treasurer

Total calculated

$0

Hours/week

1 + 40 related
A Sanders - See Sch OA SANDERS - SEE SCH O

MEMBER

Total calculated

$0

Hours/week

0.3
B Jones - See Sch OB JONES - SEE SCH O

MEMBER

Total calculated

$0

Hours/week

0.3
C Blakely - See Sch OC BLAKELY - SEE SCH O

MEMBER

Total calculated

$0

Hours/week

0.3
C Trotter - See Sch OC TROTTER - SEE SCH O

MEMBER

Total calculated

$0

Hours/week

0.3
G Casteel - See Sch OG CASTEEL - SEE SCH O

MEMBER

Total calculated

$0

Hours/week

0.3
G Dunklin - See Sch OG DUNKLIN - SEE SCH O

MEMBER

Total calculated

$0

Hours/week

0.3
L Kosmitis - See Sch OL KOSMITIS - SEE SCH O

MEMBER

Total calculated

$0

Hours/week

0.3
L Randle - See Sch OL RANDLE - SEE SCH O

MEMBER

Total calculated

$0

Hours/week

0.3
N Oudin - See Sch ON OUDIN - SEE SCH O

MEMBER

Total calculated

$0

Hours/week

0.3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Schedule J

Answered yes

4b · Supplemental nonqualified retirement plan

Answered no

4a · Severance or change-of-control payment
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan: PARTICIPANTS IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: Amount reported in W-2: Brian Thomas $145,954 Jeremy Jeffery $34,464 Bryan Jackson $85,305 Deferred Compensation: Brian Thomas NONE Jeremy Jeffery $34,464 Bryan Jackson NONE
Schedule J, Part I, Line 3 METHOD TO DETERMINE EXECUTIVE COMPENSATION: THE TOP MANAGEMENT OFFICIAL IS A VOLUNTEER AND NOT COMPENSATED BY THE FOUNDATION OR ANY RELATED ORGANIZATION.
Schedule J, Part II Compensation Table: COMPENSATION INFORMATION REQUIRED IN FORM 990, PART VII, SECTION A AND SCHEDULE J, PART II IS PROVIDED IN A TABLE ATTACHED TO THE TAX RETURN DOCUMENT FOLLOWING SCHEDULE R. THE AMOUNTS ARE INCLUDED IN THE ATTACHMENT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

JEFFERSON HOSPITAL ASSOCIATION

$424,272

Patient lodging construction; CANCER CENTER OPERATIONS; Patient Transport Assistance

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

JEFFERSON HOSPITAL ASSOCIATION

501(c)(3) · HOSPITAL · AR

Directly controlled by NA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

JEFFERSON MANAGEMENT SERVICES INC

C Corporation · PHY PRACTICE · AR · controlled entity

Directly controlled by JHA
JHA HEALTH AFFILIATES INC

C Corporation · REAL EST RENT · AR · controlled entity

Directly controlled by JHA

Provenance

Return type: form_990
Tax year: 2023
Filed: 14 May 2025
IRS schema version: 2023v6.0
Source object: 202501349349309620

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