Form 990 for tax year 2023

Totals

Total revenue

$1,086,800

Total expenses

$559,987

Contributions and grants received

$370,567

Grants paid

$196,875

Program service revenue

$0

Investment income

$716,233

Other revenue

$0

Total assets, end of year

$16,821,257

Total liabilities, end of year

$6,437,758

Net assets or fund balances, end of year

$10,383,499

Program services expenses (Part IX)

$196,875

Management and general expenses

$224,826

Fundraising expenses

$138,286

Program service expenses (Part III)

$196,875

Program services were 35.2% 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.

Mission and programs · 2023

• The Ephraim McDowell Health Care Foundation (EMHCF) is an organization whose primary mission is to raise, invest, and distribute funds in support of Ephraim McDowell Health's tax-exempt health care services in Boyle, Casey, Garrard, Lincoln, Mercer, and Washington counties-the primary service area of Ephraim McDowell Health (EMH). The Foundation accomplishes this purpose through fundraising events, direct appeals, and grant writing. Its Earnings from investments are directed to EMH entities for capital improvements, services, products, education, and scholarships that otherwise would not be possible without the Foundation. A volunteer, uncompensated community-based board of directors governs the Foundation and determines how funds are used to enhance health care across the region. The Chairperson of EMHCF reports Foundation activities to the EMH Board. Programs supported in FY24 include the following: * AED Grant Program - Provides automated external defibrillator devices to nonprofit and for-profit entities within the service region that lack adequate access. The grant also covers staff training at the award sites. In FY24, EMHCF awarded $7,735.50 in devices, placing one new device in each of the six counties served. * Chaplain's Discretionary Fund - Assists patients discharged from EMH hospitals who cannot afford medications, durable medical equipment, or other essential supplies needed for recovery. In FY24, EMHCF received $409 in funding for this program and disbursed $25,304.25 to support patients. * Community Health Services Support - The EMH Community Services Department provides screenings, health risk assessments, and coalition-building to address community needs. In FY24, EMHCF provided $40,401.70 in funding for programs addressing pediatric substance abuse, tobacco prevention, and mental health resources in all six counties. These efforts addressed four of the five highest-priority health concerns identified in the 2023 Community Health Needs Assessment: Substance Abuse, Mental Health, Tobacco Use, and Cancer. * Kids Can Do Pediatric Therapy Center - Programs include Camp Can Do (day camp for children with special needs), Camp Healthy Kids (for children with food aversions), Sensory Santa (holiday experience for children with sensory issues), an adaptive bike program, and an orthotic shoe program. In FY24, EMHCF received $13,345 in contributions for these initiatives and provided $29,706 in philanthropic support. * Associates Assistance First Fund - Established in October 2020 to provide support for EMH associates facing immediate or catastrophic needs. In FY24, EMHCF received $48,462 in funding for this program and paid out $9,484.98 in assistance. * Technology and Patient Safety - In FY24, EMHCF funded $53,000 for a Surgi-Count sponge retainment system to enhance surgical patient safety, and $6,219.28 for two transport wheelchairs at EMH James B. Haggin Hospital. * Cancer Program - Provides complimentary McDowell Wellness Center memberships for cancer survivors who are EMH patients. In FY24, EMHCF funded $560 for this initiative. * Maternity and Infant Support - In FY24, the Foundation provided $2,422.32 to support maternity fairs and breastfeeding programs for new and expectant mothers and infants. * Scholarships - To encourage the next generation of health care professionals, EMHCF awarded $1,500 in scholarships in FY24 to students pursuing degrees in health care. * Behavioral Health Expansion - In FY24, EMHCF awarded $58,873.40 to support expansion of EMH Outpatient Behavioral Health, increasing access to behavioral health and substance abuse services, two of the most pressing needs identified in the Community Health Needs Assessment. EMHCF collaborates with other reputable organizations in the region to increase the benefits that EMH facilities provide. FY24 annual partners include Farmers National Bank, Danville Office Equipment, Trim Masters Charitable Foundation, Kentucky Trust Co., Messer Construction, Community Trust Bank, Northwestern Mutual, EMPact Medical, Family Wealth Group, and UK Healthcare / Gill Heart and Vascular Institute. Grants received by EMHCF in FY24 include: * $10,000 - Baskin Robbins Joy in Childhood Foundation (restricted to Kids Can Do programs) * $2,910 - Enterprise Holdings Foundation (unrestricted grant)

  Expenses $196,875 · Grants $196,875

As filed on the 2023 return.

Listed in Part VII

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

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

• EPHRAIM MCDOWELL REGIONAL MEDICAL CENTER

  $76,381

  GENERAL SUPPORT

• EPHRAIM MCDOWELL HEALTH RESOURCE

  $58,945

  GENERAL SUPPORT

• EPHRAIM MCDOWELL HEALTH INC

  $43,502

  GENERAL SUPPORT

• JAMES B HAGGIN MEMORIAL HOSPITAL

  $6,219

  GENERAL SUPPORT

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.

• EMHFL INC

  501(c)(3) · CRITICAL HOSP · KY

  Directly controlled by EM HEALTH

• EPHRAIM MCDOWELL HEALTH RESOURCE INC

  501(c)(3) · HEALTHCARE · KY

  Directly controlled by EM HEALTH

• EPHRAIM MCDOWELL REGIONAL MEDICAL CENTER

  501(c)(3) · ACUTE HOSP · KY

  Directly controlled by EM HEALTH

• EPHRAIM MCDOWELL HEALTH INC

  501(c)(3) · MGT SERVICES · KY

  Directly controlled by NA

• MCDOWELL HOME HEALTH AGENCY INC

  501(c)(3) · HOME HEALTH · KY

  Directly controlled by EM HEALTH

• JAMES B HAGGIN MEMORIAL HOSPITAL

  501(c)(3) · CRITICAL HOSP · KY

  Directly controlled by EM HEALTH

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.

Provenance

Return type

form_990

Tax year

2023

Filed

1 November 2025

IRS schema version

2023v6.0

Source object

202533059349300808

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