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Nonprofiteer
← JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION

Form 990 for tax year 2023

Filed by JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION.

Totals

Total revenue
$2,014,446
Total expenses
$1,311,487
Contributions and grants received
$1,711,679
Grants paid
$1,234,348
Program service revenue
$0
Investment income
$192,201
Other revenue
$110,566
Total assets, end of year
$6,610,966
Total liabilities, end of year
$302,531
Net assets or fund balances, end of year
$6,308,435
Program services expenses (Part IX)
$1,304,137
Management and general expenses
$7,350
Fundraising expenses
$0
Program service expenses (Part III)
$1,304,137

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

    $100,212

  • 1f · All other contributions, gifts and grants

    $1,611,467

  • 3 · Investment income

    total $131,668 · excluded $131,668

  • 7a · Gross sales of assets other than inventory

    securities $579,704

  • 7b · Less cost or other basis and sales expenses

    securities $519,171

  • 7c · Gain or loss

    securities $60,533

  • 7d · Net gain or loss

    total $60,533 · excluded $60,533

  • 8a · Fundraising events: gross income

    $217,330

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

    $100,212

  • 8b · Fundraising events: direct expenses

    $106,764

  • 8c · Net income from fundraising events

    total $110,566 · excluded $110,566

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,234,348 · program services $1,234,348

  • 11f · Fees: investment management

    total $7,350 · management and general $7,350

  • 11g · Fees: other

    total $57,825 · program services $57,825

  • 13 · Office expenses

    total $11,964 · program services $11,964

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1

  • 2 · Savings and temporary cash investments

    beginning of year $1,263,477 · end of year $1,741,178

  • 4 · Accounts receivable

    beginning of year $75,391 · end of year $93,187

  • 11 · Investments: publicly traded securities

    beginning of year $4,310,085 · end of year $4,776,601

  • 15 · Other assets

    beginning of year $85,139

  • 25 · Other liabilities

    beginning of year $36,985 · end of year $302,531

  • 27 · Net assets without donor restrictions

    beginning of year $3,263,282 · end of year $3,556,654

  • 28 · Net assets with donor restrictions

    beginning of year $2,433,826 · end of year $2,751,781

Mission and programs · 2023

Mission

SUPPORT JENNIE EDMUNDSON MEMORIAL HOSPITAL AND PROMOTE THE HEALTHCARE NEEDS OF THE RESIDENTS OF SOUTHWEST IOWA.

Activities or mission (Part I)

SUPPORT THE PROGRAMS OF JENNIE EDMUNDSON MEMORIAL HOSPITAL.

  • JENNIE EDMUNDSON MEMORIAL HOSPITAL FOUNDATION PROVIDES SUPPORT FOR THE JENNIE EDMUNDSON MEMORIAL HOSPITAL'S KEY HOSPITAL BASED SERVICES INCLUDING THE BREAST HEALTH CENTER, CANCER-RELATED PROGRAMS, THE FAMILY RESOURCE CENTER AND CHARITABLE PATIENT CARE.A SIGNIFICANT PORTION OF THE FUNDRAISING CAMPAIGN RESULTS ARE CHANNELED TO THE CHARITABLE CANCER FUND WHICH PROVIDES FINANCIAL ASSISTANCE TO JENNIE EDMUNDSON HOSPITAL CANCER CENTER PATIENTS IN THEIR TIME OF NEED. THE FUND HAS HELPED UNDER-INSURED WITH CO-PAYS AND DEDUCTIBLES. IN SOME INSTANCES WHERE NEED HAS BEEN DEMONSTRATED, THE FUND HAS PROVIDED FINANCIAL ASSISTANCE FOR TREATMENT.

    Expenses $1,304,137 · Grants $1,234,348

As filed on the 2023 return.

Listed in Part VII

  • Leisha Hammer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kate McGann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Teri Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barb Walsh

    SECRETARY & TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Edward Lynn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Paul

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Grant Dean

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathy Tisher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Janet Whitson

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Scott Hartman

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Pat Andersen

    IMMEDIATE PAST CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Pat Ahrens MD

    DIRECTOR

    Total calculated
    $570,662
    From this org
    $0
    From related orgs
    $506,643
    Other
    $64,019
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $319,317 related
    Bonus
    $0 + $164,052 related
    Other
    $0 + $23,274 related
    Deferred
    $0 + $34,647 related
    Nontaxable benefits
    $0 + $31,012 related
    Filer's total
    $0 + $572,302 related

  • Diane Hughes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cody Forristall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Marshall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stacey Tams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Francis

    CFO

    Total calculated
    $807,910
    From this org
    $0
    From related orgs
    $659,734
    Other
    $148,176
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $566,292 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $78,442 related
    Deferred
    $0 + $115,586 related
    Nontaxable benefits
    $0 + $33,212 related
    Filer's total
    $0 + $808,532 related

  • David Burd

    PRESIDENT

    Total calculated
    $437,112
    From this org
    $0
    From related orgs
    $345,839
    Other
    $91,273
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,025 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $20,814 related
    Deferred
    $0 + $63,759 related
    Nontaxable benefits
    $0 + $28,218 related
    Filer's total
    $0 + $437,816 related

  • Tara Slevin

    VICE PRESIDENT

    Total calculated
    $231,467
    From this org
    $0
    From related orgs
    $194,768
    Other
    $36,699
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $167,289 related
    Bonus
    $0
    Other
    $0 + $27,479 related
    Deferred
    $0 + $28,273 related
    Nontaxable benefits
    $0 + $8,970 related
    Filer's total
    $0 + $232,011 related

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
SEE SCHEDULE O, PART VI, SECTION B, LINE 15 EXPLANATION REGARDING THE METHODS USED BY A RELATED ORGANIZATION TO ESTABLISH COMPENSATION.
PART I, LINE 4B
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NEBRASKA METHODIST HEALTH SYSTEM NONQUALIFIED PLAN DURING 2023 AND RECEIVED CONTRIBUTIONS, PLAN ACCRUALS OR PLAN DISTRIBUTIONS IN THE FOLLOWING AMOUNTS: DAVID BURD $43,942 ACCRUAL JEFFREY FRANCIS $90,836 ACCRUAL; $74,249 PLAN DISTRIBUTION TARA SLEVIN $9,301 ACCRUAL PATRICK AHRENS, MD $9,798 ACCRUAL

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

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.

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.

  • SHARED SERVICE SYSTEMS INC

    C · MEDICAL SUPPLY DISTRIBUTION & LAUNDRY · NE

    Directly controlled by NEBRASKA METHODIST HEALTH SYSTEM INC

  • METHODIST HEALTH PARTNERS

    C · MANAGED CARE CONTRACTING · NE

    Directly controlled by NEBRASKA METHODIST HEALTH SYSTEM INC

  • HEALTH CHOICE OF NEBRASKA

    C · MANAGED CARE CONTRACTING · NE

    Directly controlled by NEBRASKA METHODIST HEALTH SYSTEM INC

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433199349311763

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