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← ARH FOUNDATION FOR HEALTHIERCOMMUNITIES INC

Form 990 for tax year 2024

Filed by ARH FOUNDATION FOR HEALTHIERCOMMUNITIES INC.

Totals

Total revenue
$1,940,158
Total expenses
$999,432
Contributions and grants received
$1,520,579
Grants paid
$992,187
Program service revenue
$0
Investment income
$419,579
Other revenue
$0
Total assets, end of year
$5,664,439
Total liabilities, end of year
$889,781
Net assets or fund balances, end of year
$4,774,658
Program services expenses (Part IX)
$993,883
Management and general expenses
$1,084
Fundraising expenses
$4,465
Program service expenses (Part III)
$993,883

Program services were 99.4% 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

    $248,969

  • 1f · All other contributions, gifts and grants

    $1,271,610

  • 3 · Investment income

    total $419,579 · excluded $419,579

  • 8a · Fundraising events: gross income

    $284,815

  • 8a · Fundraising events: contributions included on line 1c

    $248,969

  • 8b · Fundraising events: direct expenses

    $284,815

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $494,888 · program services $494,888

  • 2 · Grants to domestic individuals

    total $497,299 · program services $497,299

  • 13 · Office expenses

    total $2,551 · program services $1,556 · management and general $995

  • 16 · Occupancy

    total $229 · program services $140 · management and general $89

  • 24a · Other expenses: FUNDRAISING ACTIVITIES

    total $4,465 · fundraising $4,465

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,697,144 · end of year $2,411,345

  • 4 · Accounts receivable

    beginning of year $5,000 · end of year $11,397

  • 12 · Investments: other securities

    end of year $3,222,409

  • 15 · Other assets

    beginning of year $0 · end of year $19,288

  • 17 · Accounts payable and accrued expenses

    beginning of year $911,675 · end of year $889,781

  • 27 · Net assets without donor restrictions

    beginning of year -$494,127 · end of year -$826,489

  • 28 · Net assets with donor restrictions

    beginning of year $4,284,596 · end of year $5,601,147

Mission and programs · 2024

Mission

TO FURTHER HEALTHCARE, EDUCATION AND COMMUNITY INVOLVEMENT IN EASTERN KENTUCKY AND SOUTHERN WEST VIRGINIA THROUGH PHILANTHROPY AND FUNDRAISING FOR APPALACHIA.

Activities or mission (Part I)

TO CARRY OUT CHARITABLE ACTIVITIES ON BEHALF OF APPALACHIAN REGIONAL HEALTHCARE, INC.

  • ESTABLISHED IN 2006, THE ARH FOUNDATION FOR HEALTHIER COMMUNITIES WAS CREATED TO ADDRESS PERSISTENT HEALTH DISPARITIES IN EASTERN KENTUCKY AND SOUTHERN WEST VIRGINIA THROUGH ITS MISSION TO FURTHER HEALTHCARE, EDUCATION, AND COMMUNITY INVOLVEMENT. SERVING A LARGELY RURAL REGION, THE ARH FOUNDATION WAS ESTABLISHED IN RESPONSE TO THE GROWING HEALTHCARE NEEDS OF COMMUNITIES THAT CONSISTENTLY FALL BELOW THE NATIONAL AVERAGE IN KEY HEALTH INDICATORS.DURING FY25, THE ARH FOUNDATION RAISED, STEWARDED, AND DISTRIBUTED CHARITABLE CONTRIBUTIONS TO SUPPORT COMMUNITIES, EMPLOYEES, AND MISSION-ALIGNED PARTNERS ACROSS THE REGION. PHILANTHROPIC RESOURCES WERE ALLOCATED IN ACCORDANCE WITH DONOR'S INTENT TO ADDRESS URGENT NEEDS AND SUPPORT COMMUNITY HEALTH PRIORITIES.AS A CHARITABLE, TAX-EXEMPT 501(C)(3) ORGANIZATION, THE ARH FOUNDATION PROVIDES DONORS WITH A MEANINGFUL OPPORTUNITY TO DIRECTLY INVEST IN THE HEALTH AND WELLBEING OF THEIR COMMUNITIES. THROUGH THE GENEROSITY OF DONORS AND THE OPERATIONAL SUPPORT OF APPALACHIAN REGIONAL HEALTHCARE, CHARITABLE CONTRIBUTIONS ARE USED TO SUPPORT PROGRAMS AND SERVICES BENEFITING INDIVIDUALS AND COMMUNITIES ACROSS THE ARH SERVICE AREA.THE ARH FOUNDATION MANAGED A PORTFOLIO OF DESIGNATED FUNDS, INCLUDING THE UNRESTRICTED FUND, THE ARH EMPLOYEE EMERGENCY ASSISTANCE FUND, THE FLOOD RELIEF FUND, AND THE DUANNE THOMPSON MEMORIAL COMMUNITY SERVICE FUND. THROUGH THE ARH EMPLOYEE EMERGENCY ASSISTANCE FUND, THE ARH FOUNDATION PROVIDED SHORT-TERM FINANCIAL ASSISTANCE TO EMPLOYEES EXPERIENCING DOCUMENTED TEMPORARY FINANCIAL HARDSHIPS. THE FLOOD RELIEF FUND SUPPORTED CHARITABLE RELIEF EFFORTS IN COMMUNITIES IMPACTED BY DEVASTATING FLOODING.THE ARH FOUNDATION AWARDED COMMUNITY GRANTS TO NONPROFIT ORGANIZATIONS AND GOVERNMENTAL AGENCIES PROVIDING DIRECT SERVICES RELATED TO HEALTH, EDUCATION, FOOD SECURITY, AND HUMAN SERVICES THROUGHOUT THE ARH SERVICE REGION. THESE GRANTS SUPPORTED LOCAL ORGANIZATIONS WORKING TO IMPROVE COMMUNITY WELLBEING.THROUGHOUT FY25, THE ARH FOUNDATION REMAINED COMMITTED TO TRANSPARENCY, ACCOUNTABILITY, AND RESPONSIBLE STEWARDSHIP OF CHARITABLE RESOURCES. GUIDED BY ITS MISSION AND SUPPORTED BY DONOR GENEROSITY, THE ARH FOUNDATION CONTINUED TO ADVANCE HEALTHIER, MORE RESILIENT COMMUNITIES ACROSS APPALACHIA.

    Expenses $993,883 · Grants $992,187

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • HOLLIE P HARRIS

    ARH REPRESENTATIVE

    Total calculated
    $1,622,589
    From this org
    $0
    From related orgs
    $1,503,777
    Other
    $118,812
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,125,295 related
    Bonus
    $0 + $377,829 related
    Other
    $0 + $653 related
    Deferred
    $0 + $93,659 related
    Nontaxable benefits
    $0 + $25,153 related
    Filer's total
    $0 + $1,622,589 related

  • ANGELA BAILEY

    EXECUTIVE DIRECTOR

    Total calculated
    $132,160
    From this org
    $0
    From related orgs
    $129,833
    Other
    $2,327
    Hours/week
    40

  • JENNA HALL

    TREASURER

    Total calculated
    $202,614
    From this org
    $0
    From related orgs
    $194,578
    Other
    $8,036
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,300 related
    Bonus
    $0 + $33,943 related
    Other
    $0 + $335 related
    Deferred
    $0 + $7,160 related
    Nontaxable benefits
    $0 + $876 related
    Filer's total
    $0 + $202,614 related

  • CHRISTI LEE

    SECRETARY

    Total calculated
    $553,369
    From this org
    $0
    From related orgs
    $483,617
    Other
    $69,752
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,233 related
    Bonus
    $0 + $109,989 related
    Other
    $0 + $395 related
    Deferred
    $0 + $44,599 related
    Nontaxable benefits
    $0 + $25,153 related
    Filer's total
    $0 + $553,369 related

  • BETSY CLEMONS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GREG COUCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • RANDY EVANS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • ANGIE HATTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • JAY SHOFFNER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

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)

PART I, LINE 3
THE RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THEIR ORGANIZATION'S PRESIDENT/CEO. - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE RELATED ORGANIZATION, ARH, PROVIDES SENIOR EXECUTIVES A CONTRIBUTION 3, 5,OR 7 PERCENT OF PAY (SUBJECT TO DOLLAR CAP), DEPENDING ON JOB TITLE, INTO THE TOP HAT 457(B) RETIREMENT PLAN. THE CONTRIBUTION AND EARNINGS ARE TAX DEFERRED UNTIL ASSETS ARE DISTRIBUTED OR WITHDRAWN. THE MAXIMUM CONTRIBUTION IS SUBJECT TO THE IRS COMPENSATION CAP, WHICH ALLOWS A CONTRIBUTION OF UP TO $23,000 IN 2024. THIS CONTRIBUTION TOTAL IS AN AGGREGATE TOTAL REGARDLESS OF WHETHER ARH OR THE EXECUTIVE MAKES THE CONTRIBUTION. CONTRIBUTION TO THE 457(B) DOES NOT AFFECT THE AMOUNTS THE EXECUTIVE MIGHT CONTRIBUTE TO THE 403(B) THRIFT PLAN. THE EXECUTIVE MAY CONTRIBUTE HIS/HER OWN MONEY TO THE PLAN PRE-TAX, TO THE EXTENT THE IRS CAPS ALLOW ROOM AFTER ARH'S CONTRIBUTION. CATCH UP CONTRIBUTIONS ARE ALLOWED WITHIN IRS LIMITS IN THE LAST THREE YEARS PRIOR TO RETIREMENT (AND, IF THE 3,5 OR 7 PERCENT OF PAY EXCEEDS THE REGULAR DOLLAR CAP, ARH MAY USE THE BALANCE OF THE PERCENTAGE TO FUND UP THE CATCH UP LIMIT). BENEFITS ARE SUBJECT TO SOCIAL SECURITY AND MEDICARE TAXES AS THEY ACCRUE. THE FUNDS ARE INVESTED AS DIRECTED BY THE EXECUTIVE, BUT THE ACCOUNT REMAINS A GENERAL ASSET OF ARH. IF ARH BECOMES INSOLVENT, THE EXECUTIVE WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PREFERRED CLAIM TO ANY ASSETS. IF THE FUNDING OF THE 457(B), INCLUDING ANY CATCH UP PROVISIONS, IS LESS THAN THE 3,5 OR 7 PERCENT OF BASE PAY, THEN ARH WILL CONTRIBUTE THE REMAINDER TO A 457(F) PLAN. INDIVIDUALS PARTICIPATING IN THE 457(F) PLAN AND THE RESPECTIVE EMPLOYER CONTRIBUTIONS FOR EACH INCLUDE: HOLLIE HARRIS - $53,317.50; CHRISTI LEE - $5,070.
PART I, LINE 6
THE COMPENSATION AND CONTRACTS COMMITTEE OF THE RELATED ORGANIZATION (APPALACHIAN REGIONAL HEALTHCARE, INC. - 52-0795508) BOARD OF TRUSTEES ADOPTED A SHORT-TERM INCENTIVE COMPENSATION PROGRAM FOR EXECUTIVES IN SEPTEMBER 2002. THE PROGRAM ESTABLISHED INCENTIVES FOR ACHIEVING SYSTEM AND COMMUNITY OBJECTIVES FOR EXECUTIVE LEADERSHIP BY INTEGRATING THE PERFORMANCE MANAGEMENT AND EXECUTIVE COMPENSATION SYSTEMS. THE INCENTIVE THRESHOLDS HAVE BEEN MODIFIED ACROSS TIME TO REFLECT INCREASED PERFORMANCE EXPECTATIONS AS IDENTIFIED IN THE SYSTEM'S STRATEGIC, BUDGET AND OPERATIONS PLAN. THE INCENTIVE AWARDS PROVIDE ADDITIONAL CASH COMPENSATION AS A PERCENTAGE OF BASE SALARY IN RELATION TO LEVELS OF ACHIEVEMENT. THESE ACHIEVEMENT LEVELS RANGE FROM THRESHOLD (LOWEST), TO TARGET (10% ABOVE THE THRESHOLD), AND MAXIMUM (HIGHEST AND 20% ABOVE THE THRESHOLD) AND VARY BASED UPON EXECUTIVE LEVEL. THE EXECUTIVE INCENTIVE PLAN WILL BE ADMINISTERED IN ACCORDANCE WITH THE FOLLOWING GUIDELINES: A. OBJECTIVES AND TARGETS ARE SET THROUGH THE STRATEGIC PLANNING, BUDGETING AND PERFORMANCE MANAGEMENT PROCESSES. B. SYSTEM MARGIN AND CASH BUDGET THRESHOLDS MUST BE MET BEFORE INDIVIDUAL AWARDS WILL BE CONSIDERED. C. AWARDS WILL BE CONSIDERED AS HAVING BEEN EARNED UPON AFFIRMATION BASED ON AUDITED FINANCIAL RESULTS AND ACTUAL OPERATING PERFORMANCE. D. THE PRESIDENT AND CEO WILL RECOMMEND PAYMENT OF INDIVIDUAL AWARDS, IF ANY, TO THE COMPENSATION AND CONTRACTS COMMITTEE FOR CONSIDERATION. E. THE COMPENSATION AND CONTRACTS COMMITTEE MAY ACCEPT, REJECT, OR MODIFY THE PRESIDENT AND CEO'S RECOMMENDATION.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
22 April 2026
IRS schema version
2024v5.5
Source object
202621129349301717

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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