Form 990 for tax year 2024
Filed by SOUTHWEST MEMORIAL HOSPITAL FOUNDATION INC.
Totals
- Total revenue
- $141,468
- Total expenses
- $156,182
- Contributions and grants received
- $138,446
- Grants paid
- $146,604
- Program service revenue
- $0
- Investment income
- $3,022
- Other revenue
- $0
- Total assets, end of year
- $196,613
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $196,613
- Program services expenses (Part IX)
- $150,228
- Management and general expenses
- $2,758
- Fundraising expenses
- $3,196
- Program service expenses (Part III)
- $150,228
Program services were 96.2% 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.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$138,446
-
3 · Investment income
total $3,022 · excluded $3,022
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $138,604 · program services $138,604
-
2 · Grants to domestic individuals
total $8,000 · program services $8,000
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $480 · management and general $480
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $1,860 · management and general $1,860
-
11g · Fees: other
total $1,514 · fundraising $1,514
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $1,682 · fundraising $1,682
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $418 · management and general $418
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: Physician Recruit/Rentain
total $2,759 · program services $2,759
-
24b · Other expenses: Misc Scholarships
total $865 · program services $865
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $109,496 · end of year $93,841
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $91,345 · end of year $102,772
-
27 · Net assets without donor restrictions
beginning of year $200,841 · end of year $196,613
Mission and programs · 2024
Mission
THE FOUNDATION IS A VOLUNTEER, FUNDRAISING AND PUBLIC RELATIONS GROUP SERVING THE FOUR CORNERS AREA, AS WELL AS OTHER SERVICE AREA HEALTH PROGRAMS AND INSTITUTIONS THAT CONTRIBUTE, ENRICH AND BENEFIT THE HEALTHCARE FUNCTIONS OF SOUTHWEST MEMORIAL HOSPITAL.
Activities or mission (Part I)
Support and benefit the Southwest Health Systm.
-
SHS Grant for EMS Equipment - Funded grant to purchase (2) pwer load equipment systems, one power gurney, and one automatic chest compression device for EMS ambulances servicing Montezuma and Dolores Counties.
Expenses $53,638 · Grants $53,638
-
SHS Grant for Ultrasound - funded grant to purchase and install ultrasound machine for the Southwest Medical Group clinic in Mancos which allowed expansion of obstetrics care to the Mancos Valley.
Expenses $53,590 · Grants $53,590
-
SHS Speech Therapy Grant - Funded grant to purchase (1) fiberoptic endoscopic evaluation scope (FEES) to diagnose and monitor speech and swallowing abnormalities.
Expenses $35,000 · Grants $35,000
-
Provide Cancer Scanning Scholarships.
Expenses $8,000
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Abby Nuetzel
President
- Total calculated
- $0
- Hours/week
- 5
-
Karla Demby
Vice President
- Total calculated
- $0
- Hours/week
- 5
-
Jaycee Hart
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Melinda Smith
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karen Hubley
Director
- Total calculated
- $0
- Hours/week
- 1
-
Austan Koller
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Trent Woods
Director
- Total calculated
- $0
- Hours/week
- 1
-
Molly Greenlee
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gayla Pock
Director
- Total calculated
- $0
- Hours/week
- 1
-
Evelyn Quigley
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joe Theine
CEO of SHS
- 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.
Grants on this return
-
$53,638
EMS Equipment for SHS
-
$49,966
Purchase Ultrasound for Mancos
-
$35,000
Speech Therapy Grant
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 27 February 2025
- IRS schema version
- 2024v5.0
- Source object
- 202500589349300230
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