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← JONES MEMORIAL HOSPITAL FOUNDATION

Form 990 for tax year 2023

Filed by JONES MEMORIAL HOSPITAL FOUNDATION.

Totals

Total revenue
$194,430
Total expenses
$817,044
Contributions and grants received
$184,282
Grants paid
$816,323
Program service revenue
$0
Investment income
$30
Other revenue
$10,118
Total assets, end of year
$3,531,687
Total liabilities, end of year
$2,129,881
Net assets or fund balances, end of year
$1,401,806
Program services expenses (Part IX)
$816,323
Management and general expenses
$721
Fundraising expenses
$0
Program service expenses (Part III)
$816,323

Program services were 99.9% 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

    $2,907

  • 1f · All other contributions, gifts and grants

    $181,375

  • 3 · Investment income

    total $30 · excluded $30

  • 8a · Fundraising events: gross income

    $18,442

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

    $2,907

  • 8b · Fundraising events: direct expenses

    $8,324

  • 8c · Net income from fundraising events

    total $10,118 · excluded $10,118

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $816,323 · program services $816,323

  • 24a · Other expenses: OTHER EXPENSES

    total $721 · management and general $721

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $220,964 · end of year $290,483

  • 3 · Pledges and grants receivable

    beginning of year $675,073 · end of year $416,369

  • 11 · Investments: publicly traded securities

    beginning of year $1,055,317 · end of year $665,361

  • 15 · Other assets

    beginning of year $343,794 · end of year $2,159,474

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,358 · end of year $189

  • 25 · Other liabilities

    beginning of year $346,253 · end of year $2,129,692

  • 27 · Net assets without donor restrictions

    beginning of year $1,127,352 · end of year $337,731

  • 28 · Net assets with donor restrictions

    beginning of year $819,185 · end of year $1,064,075

Mission and programs · 2023

Mission

TO BENEFIT JONES MEMORIAL HOSPITAL AND AFFILIATES

Activities or mission (Part I)

TO BENEFIT JONES MEMORIAL HOSPITAL AND AFFLIATES

  • TO BENEFIT JONES MEMORIAL HOSPITAL AND AFFILIATES

    Expenses $816,323 · Grants $816,323

As filed on the 2023 return.

Listed in Part VII

  • Gary Balcom

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Jaqueline Comstock

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Rich Shear

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Luanne Comstock

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Kellie Anderson

    BOARD MEMBER

    Total calculated
    $479,672
    From this org
    $0
    From related orgs
    $396,873
    Other
    $82,799
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,445 related
    Bonus
    $0
    Other
    $0 + $8,428 related
    Deferred
    $0 + $54,938 related
    Nontaxable benefits
    $0 + $27,861 related
    Filer's total
    $0 + $479,672 related

  • James Helms

    BOARD MEMBER

    Total calculated
    $267,273
    From this org
    $0
    From related orgs
    $253,654
    Other
    $13,619
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,654 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,825 related
    Nontaxable benefits
    $0 + $7,794 related
    Filer's total
    $0 + $267,273 related

  • Kay Eicher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Geralyn Gough

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Samantha Gilkey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Joyce

    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 4B
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED EMPLOYER PAID AMOUNTS THAT ARE INCLUDED IN DEFERRED REVENUE: KELLIE ANDERSON - SERP PLAN - $25,000

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • EXCELL INNOVATE NY FUND LP

    INVESTMENT FUND · NY

    Directly controlled by ETV INC

  • EXCELL MINORITY AND WOMEN OWNED BUSINESS INVESTMENT FUND LP

    INVESTMENT FUND · NY

    Directly controlled by ETV INC

  • EXCELL PARTNERS INNOVATIVE TC FUND LP

    INVESTMENT FUND · NY

    Directly controlled by ETV INC

  • FINGER LAKES VENTURE FUND LP

    INVESTMENT FUND · NY

    Directly controlled by ETV INC

Related corporations and trusts

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

  • ACCOUNTABLE HEALTH PARTNERS IPA LLC

    C · INDEP PRACTICE ASSOC · NY

    Directly controlled by AHP LLC

  • ACCOUNTABLE HEALTH PARTNERS LLC

    C · ACCT CARE NETWORK · NY

    Directly controlled by UNIV OF ROCH

  • AHP INSURANCE COMPANY

    C · CAPTIVE INSURANCE CO · NY

    Directly controlled by AHP LLC

  • EXCELL TECHNOLOGY VENTURES INC

    C · BIOTECH INCUBATOR · NY

    Directly controlled by ROCH BIOVENTURE

  • FFTH PROPERTIES AND SERVICES INC

    C · HOLDING CO · NY

    Directly controlled by THS

  • HORNELL MEDICAL VILLAGE LLC

    C · HOLD REAL ESTATE · NY

    Directly controlled by ST JAMES HOSP

  • LUMINATE VENTURE CHALLENGE CORP

    C · BUSINESS INCU · NY

    Directly controlled by NEXTCORPS INC

  • MEDICAL ADMINISTRATIVE ASSOCIATES INC

    C · RETAIL PHARMACY · NY

    Directly controlled by HIGHLD HOSP

  • UREQUITY HOLDINGS INC

    C · HOLDING CO · DE

    Directly controlled by UNIV OF ROCH

  • ROCHESTER BIOVENTURE CENTER INC

    C · BIOTECH INCUBATOR · NY

    Directly controlled by UNIV OF ROCH

  • SOLDIER VENTURES INC

    C · MEDICAL SUPPLY CO · NY

    Directly controlled by SOLDIERS HOSPITAL

Provenance

Return type
form_990
Tax year
2023
Filed
5 March 2025
IRS schema version
2023v6.0
Source object
202501199349301555

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