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← ASCENSION BORGESS LEE FOUNDATION

Form 990 for tax year 2022

Filed by ASCENSION BORGESS LEE FOUNDATION.

Totals

Total revenue
$137,780
Total expenses
$26,791
Contributions and grants received
$151,531
Grants paid
$23,622
Program service revenue
$0
Investment income
$0
Other revenue
-$13,751
Total assets, end of year
$876,708
Total liabilities, end of year
$32,355
Net assets or fund balances, end of year
$844,353
Program services expenses (Part IX)
$23,708
Management and general expenses
$274
Fundraising expenses
$2,809
Program service expenses (Part III)
$23,708

Program services were 88.5% 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

    $71,032

  • 1d · Related organizations

    $33,019

  • 1f · All other contributions, gifts and grants

    $47,480

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 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

    $23,275

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

    $71,032

  • 8b · Fundraising events: direct expenses

    $52,181

  • 8c · Net income from fundraising events

    total -$28,906 · excluded -$28,906

  • 9a · Gaming: gross income

    $16,035

  • 9b · Gaming: direct expenses

    $880

  • 9c · Net income from gaming

    total $15,155 · excluded $15,155

  • 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 $23,622 · program services $23,622

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $787 · program services $23 · management and general $243 · fundraising $521

  • 17 · Travel

    total $552 · fundraising $552

  • 19 · Conferences, conventions and meetings

    total $836 · fundraising $836

  • 24a · Other expenses: OTHER NON MEDICAL SUPPLIES

    total $627 · program services $63 · management and general $31 · fundraising $533

  • 24b · Other expenses: FUNDRAISING ACTIVITIES

    total $315 · fundraising $315

  • 24e · All other expenses

    total $52 · program services $0 · management and general $0 · fundraising $52

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $237,418 · end of year $81,701

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · 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

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,050 · 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 $474,707 · end of year $795,007

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $14 · end of year $2,248

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $13,350 · end of year $30,075

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    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

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year -$273 · end of year $32

  • 27 · Net assets without donor restrictions

    beginning of year $56,404 · end of year $144,944

  • 28 · Net assets with donor restrictions

    beginning of year $646,680 · end of year $699,409

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS.

Activities or mission (Part I)

TO ACTIVELY SEEK AND INVEST CHARITABLE SUPPORT FOR ASCENSION BORGESS LEE HOSPITAL SO THAT THEY MAY IMPROVE THE HEALTH AND WELL-BEING OF ALL PEOPLE IN THE COMMUNITIES THEY SERVE.

  • THE FILING ORGANIZATION IS A PART OF THE ASCENSION CATHOLIC HEALTH MINISTRY. ASCENSION IS A FAITH-BASED HEALTHCARE ORGANIZATION THAT DELIVERS PERSONALIZED, COMPASSIONATE CARE TO ALL, ESPECIALLY TO THOSE WHO NEED IT THE MOST. CREATED IN 1986, THE ASCENSION BORGESS-LEE FOUNDATION IS THE OFFICIAL FUNDRAISING ARM OF ASCENSION BORGESS-LEE HOSPITAL IN DOWAGIAC. TODAY, WHEN INDIVIDUALS AND COMMUNITY ORGANIZATIONS PROVIDE FINANCIAL SUPPORT, THEY CONTINUE THE TRADITION OF CHARITABLE GIVING THAT HAS ALWAYS BEEN AN INTEGRAL PART OF HOW WE SUPPORT ASCENSION BORGESS-LEE HOSPITAL'S MOST URGENT NEEDS. DECISIONS MADE BY THE BOARD OF TRUSTEES ARE BASED ON THE HEALTH CARE NEEDS OF THE PEOPLE AND THE SOUTHWEST MICHIGAN COMMUNITIES WE SERVE. OUR PRIMARY FOCUS IS ON ASSISTING ESSENTIAL LOCAL PROJECTS THAT WILL HELP MAKE COMPREHENSIVE HEALTH CARE SERVICES ACCESSIBLE TO EVERYONE.

    Expenses $23,708 · Grants $23,622

As filed on the 2022 return.

Listed in Part VII

  • CARRIE FREEMAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JENNA PODJAN

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JEREMY TRUITT

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • AMANDA HASSLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRENT BREWER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CRAIG T CHINDEMI

    DIRECTOR/VP, FOUNDATION DEVELOPMENT (END 5/2023)

    Total calculated
    $214,545
    From this org
    $0
    From related orgs
    $186,064
    Other
    $28,481
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,704 related
    Bonus
    $0 + $23,029 related
    Other
    $0 + $2,331 related
    Deferred
    $0 + $8,691 related
    Nontaxable benefits
    $0 + $19,790 related
    Filer's total
    $0 + $214,545 related

  • JANIE REIFENBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN SECULOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE MARSHALL MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATALIE COUTURIANUX RYDER

    DIRECTOR

    Total calculated
    $202,016
    From this org
    $0
    From related orgs
    $190,627
    Other
    $11,389
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,810 related
    Bonus
    $0 + $29,325 related
    Other
    $0 + $492 related
    Deferred
    $0 + $8,578 related
    Nontaxable benefits
    $0 + $2,811 related
    Filer's total
    $0 + $202,016 related

  • RHONDA NEWMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SARAH NORTHRUP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUE MCCORMICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM CARLSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARINA A HOUGHTON

    FORMER OFFICER (END 6/2022)

    Total calculated
    $491,082
    From this org
    $0
    From related orgs
    $455,790
    Other
    $35,292
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,888 related
    Bonus
    $0 + $105,000 related
    Other
    $0 + $4,902 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $20,042 related
    Filer's total
    $0 + $491,082 related

  • PETER UWE BERGMANN

    FORMER OFFICER (END 6/2022)

    Total calculated
    $718,688
    From this org
    $0
    From related orgs
    $687,190
    Other
    $31,498
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,933 related
    Bonus
    $0 + $164,500 related
    Other
    $0 + $186,757 related
    Deferred
    $0 + $8,983 related
    Nontaxable benefits
    $0 + $22,515 related
    Filer's total
    $0 + $718,688 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 3 Arrangement used to establish the top management official's compensation
A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS FROM THE ORGANIZATION OR A RELATED ORGANIZATION DURING CALENDAR YEAR 2022: PETER UWE BERGMAN - $133,769
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS RECEIVED CURRENT YEAR DISTRIBUTIONS.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202441309349305264

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