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Nonprofiteer
← EMC HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by EMC HEALTH FOUNDATION.

Totals

Total revenue
$4,557,259
Total expenses
$3,062,663
Contributions and grants received
$2,001,200
Grants paid
$254,645
Program service revenue
$2,174,716
Investment income
$381,343
Other revenue
$0
Total assets, end of year
$19,966,518
Total liabilities, end of year
$147,275
Net assets or fund balances, end of year
$19,819,243
Program services expenses (Part IX)
$2,869,254
Management and general expenses
$193,409
Fundraising expenses
$0
Program service expenses (Part III)
$2,869,254

Program services were 93.7% 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.

  • 1d · Related organizations

    $2,000,000

  • 1f · All other contributions, gifts and grants

    $1,200

  • 2a · Program service revenue: EMC HEALTH INC. REIMBURSEMENTS

    total $1,156,881 · related or exempt $1,156,881

  • 2b · Program service revenue: LHE REIMBURSEMENTS

    total $539,275 · related or exempt $539,275

  • 2c · Program service revenue: JESSICA'S HOUSE REIMBURSEMENTS

    total $478,560 · related or exempt $478,560

  • 3 · Investment income

    total $429,453 · excluded $429,453

  • 7a · Gross sales of assets other than inventory

    securities $2,649,514

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

    securities $2,697,624

  • 7c · Gain or loss

    securities -$48,110

  • 7d · Net gain or loss

    total -$48,110 · excluded -$48,110

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $114,808 · program services $114,808

  • 2 · Grants to domestic individuals

    total $139,837 · program services $139,837

  • 5 · Compensation of officers, directors and key employees

    total $790,073 · program services $790,073

  • 7 · Other salaries and wages

    total $1,198,605 · program services $1,198,605

  • 8 · Pension plan contributions

    total $49,437 · program services $49,437

  • 9 · Other employee benefits

    total $300,627 · program services $300,627

  • 10 · Payroll taxes

    total $122,897 · program services $122,897

  • 11a · Fees: management

    total $1,923 · program services $1,923

  • 11b · Fees: legal

    total $51,758 · management and general $51,758

  • 11c · Fees: accounting

    total $22,504 · management and general $22,504

  • 11f · Fees: investment management

    total $61,585 · management and general $61,585

  • 11g · Fees: other

    total $123,413 · program services $120,000 · management and general $3,413

  • 12 · Advertising and promotion

    total $20,174 · program services $20,174

  • 13 · Office expenses

    total $12,646 · management and general $12,646

  • 16 · Occupancy

    total $24,231 · management and general $24,231

  • 23 · Insurance

    total $9,863 · management and general $9,863

  • 24a · Other expenses: DUES & MEMBERSHIP

    total $10,873 · program services $10,873

  • 24b · Other expenses: BUSINESS MEALS

    total $7,385 · management and general $7,385

  • 24c · Other expenses: EDUCATION/TRAINING

    total $24 · management and general $24

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $129,673 · end of year $335,198

  • 2 · Savings and temporary cash investments

    beginning of year $2,267,930 · end of year $747,475

  • 4 · Accounts receivable

    beginning of year $182,553 · end of year $112,732

  • 9 · Prepaid expenses and deferred charges

    beginning of year $36,397 · end of year $32,410

  • 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 $13,865,188 · end of year $18,735,869

  • 15 · Other assets

    beginning of year $129,008 · end of year $2,834

  • 17 · Accounts payable and accrued expenses

    beginning of year $176,922 · end of year $147,275

  • 18 · Grants payable

    beginning of year $90,000 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $16,343,827 · end of year $19,819,243

Mission and programs · 2023

Mission

EMC HEALTH FOUNDATION IS COMMITTED TO PROMOTING AND EXPANDING CARE FOR MEMBERS OF THE COMMUNITY AS WHOLE PERSONS, CONSIDERING THEIR PHYSICAL, PSYCHOSOCIAL, AND SPIRITUAL HEALTH IN AN ATMOSPHERE OF PROFESSIONAL EXCELLENCE AND HUMAN KINDNESS.

Activities or mission (Part I)

CONDUCTING SUPPORTING ACTIVITIES FOR EMC HEALTH INC., WHOSE PURPOSES INCLUDE SERVING RESIDENTS IN THE SERVICE AREA TO CREATE A HEALTHIER COMMUNITY.

  • SEE SCHEDULE OEMC HEALTH FOUNDATION, A WHOLLY OWNED SUBSIDIARY OF EMC HEALTH INC., WAS CREATED TO CONTINUE THE MINISTRY AND SUPPORT OF INDIVIDUALS IN THE AREA PREVIOUSLY SERVICED BY EMANUEL MEDICAL CENTER. THE FOUNDATION CONTINUES TO BROADEN ITS IMPACT WITHIN THE 19 DESIGNATED ZIP CODES WITH GRANT FUNDING FOR HEALTH-RELATED PROGRAMS THAT WILL BENEFIT THE PEOPLE LIVING AND WORKING IN OUR COMMUNITIES.THIS IS ACCOMPLISHED THROUGH A GRANTMAKING PROGRAM THAT:1. PROVIDES EDUCATIONAL ASSISTANCE TO ENSURE THE COMMUNITY HAS GREATER ACCESS TO BEHAVIORAL HEALTH SERVICES THROUGH A DESIGNATED SCHOLARSHIP PROGRAM2. ENSURES FAMILIES FACING FOOD INSECURITY HAVE ACCESS TO PROGRAMS TO PREVENT OR COMBAT THIS CRISIS;3. FUNDS PROGRAMS TO ASSIST FAMILIES AND COMMUNITY MEMBERS WITH ACCESS TO AFFORDABLE MEDICATIONS

    Expenses $2,869,254 · Grants $254,645 · Revenue $2,174,716

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeffrey R Lewis

    PRESIDENT & CEO

    Total calculated
    $446,207
    From this org
    $395,254
    From related orgs
    $0
    Other
    $50,953
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $323,919
    Bonus
    $0
    Other
    $71,335
    Deferred
    $9,900
    Nontaxable benefits
    $41,053
    Filer's total
    $446,207

  • Linda Stuhmer - Executive Vp

    COO (THRU 01/24), DIRECTOR

    Total calculated
    $502,757
    From this org
    $402,543
    From related orgs
    $0
    Other
    $100,214
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $304,549
    Bonus
    $31,879
    Other
    $66,115
    Deferred
    $44,967
    Nontaxable benefits
    $55,247
    Filer's total
    $502,757

  • Wendy Carriegan

    CFO (AS OF 01/23)

    Total calculated
    $148,169
    From this org
    $111,251
    From related orgs
    $0
    Other
    $36,918
    Hours/week
    10 + 30 related

  • David Dwight

    CHAIRMAN OF BOARD

    Total calculated
    $0
    Hours/week
    0.5

  • Tom Wilson MD

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5

  • Lawrence P Anderson

    TREASURER & SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Carrie Janiski Do

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • Kevin Vogt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

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
LINDA STUHMER PARTICIPATES IN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THROUGH THE COVENANT MINISTRIES OF BENEVOLENCE THAT SHE IS VESTED. CONTRIBUTIONS ARE MADE TO A SERP BY COVENANT MINISTRIES OF BENEVOLENCE AND EMC HEALTH INC., BUT SHE DOES NOT RECEIVE PAYMENTS. LINDA PAYS THE REQUIRED TAXES ON THE CONTRIBUTIONS.

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.

  • EMC HEALTH INC

    501(C)(3) · USING CHRISTIAN VALUES TO CREATE A HEALTHIER COMMUNITY · CA

  • JESSICA'S HOUSE

    501(C)(3) · CONDUCT SUPPORT ACTIVITIES · CA

    Directly controlled by EMC HEALTH INC

Provenance

Return type
form_990
Tax year
2023
Filed
24 January 2025
IRS schema version
2023v6.0
Source object
202520299349300642

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

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