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Nonprofiteer
← AMBERWELL HEALTH FOUNDATION

Form 990 for tax year 2024

Filed by AMBERWELL HEALTH FOUNDATION.

Totals

Total revenue
$1,140,156
Total expenses
$560,381
Contributions and grants received
$0
Grants paid
$510,000
Program service revenue
$0
Investment income
$1,150,686
Other revenue
-$10,530
Total assets, end of year
$18,550,654
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$18,550,654
Program services expenses (Part IX)
$510,000
Management and general expenses
$50,381
Fundraising expenses
$0
Program service expenses (Part III)
$510,000

Program services were 91.0% 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.

  • 3 · Investment income

    total $319,878 · excluded $319,878

  • 7a · Gross sales of assets other than inventory

    securities $1,131,182

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

    securities $300,374

  • 7c · Gain or loss

    securities $830,808

  • 7d · Net gain or loss

    total $830,808 · excluded $830,808

  • 11a · Other revenue: PARTNERSHIP INCOME

    total -$10,530 · unrelated business -$10,530

  • 11e · Other revenue, total

    -$10,530

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $510,000 · program services $510,000

  • 11c · Fees: accounting

    total $4,825 · management and general $4,825

  • 11f · Fees: investment management

    total $45,556 · management and general $45,556

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $48,705 · end of year $71,617

  • 11 · Investments: publicly traded securities

    beginning of year $16,033,900 · end of year $18,240,899

  • 12 · Investments: other securities

    beginning of year $336,864 · end of year $210,199

  • 15 · Other assets

    beginning of year $27,939 · end of year $27,939

  • 27 · Net assets without donor restrictions

    beginning of year $16,447,408 · end of year $18,550,654

Mission and programs · 2024

Mission

SUPPORT FOR AMBERWELL ATCHISON ASSOCIATION IN ITS MISSION AND TO SUPPORT THE HEALTH OF THE COMMUNITY.

  • INVEST THE FOUNDATION CORPUS, PROVIDE CAPITAL EXPENDITURE FUNDS ANNUALLY, AND UPON REQUEST AND APPROVAL, PROVIDE FUNDS FOR NEW PROJECTS.

    Expenses $510,000 · Grants $510,000

As filed on the 2024 return.

Listed in Part VII

  • Chase Dudzinski

    CFO

    Total calculated
    $325,494
    From this org
    $0
    From related orgs
    $279,958
    Other
    $45,536
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,858 related
    Bonus
    $0 + $9,100 related
    Other
    $0
    Deferred
    $0 + $8,545 related
    Nontaxable benefits
    $0 + $37,747 related
    Filer's total
    $0 + $326,250 related

  • Jeffrey Perry

    PRESIDENT & CEO THRU 5/24

    Total calculated
    $307,914
    From this org
    $0
    From related orgs
    $293,661
    Other
    $14,253
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $224,046 related
    Bonus
    $0 + $69,615 related
    Other
    $0
    Deferred
    $0 + $5,001 related
    Nontaxable benefits
    $0 + $9,631 related
    Filer's total
    $0 + $308,293 related

  • Jared Abel

    PRESIDENT & CEO AS OF 6/24

    Total calculated
    $188,124
    From this org
    $0
    From related orgs
    $176,131
    Other
    $11,993
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,305 related
    Bonus
    $0 + $3,826 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $12,309 related
    Filer's total
    $0 + $188,440 related

  • Richard N Berger

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Mark Windsor

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kevin McDermed

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Bill Thornton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lydia Funk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
COMPENSATION FOR THE CEO IS ESTABLISHED BY AMBERWELL ATCHISON ASSOCIATION, A RELATED ENTITY, USING THE FOLLOWING: INDEPENDENT COMPENSATION CONSULTANT, A COMPENSATION STUDY, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. THE CEO SERVES AS A VOTING MEMBER OF THE FOUNDATION AND CEO OF AMBERWELL ATCHISON.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202513159349304936

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