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Nonprofiteer
← WILLIAMSON MEDICAL FOUNDATION INC

Form 990 for tax year 2022

Filed by WILLIAMSON MEDICAL FOUNDATION INC.

Totals

Total revenue
$5,755,103
Total expenses
$642,226
Contributions and grants received
$5,474,475
Grants paid
$289,321
Program service revenue
$0
Investment income
$61,784
Other revenue
$218,844
Total assets, end of year
$10,318,492
Total liabilities, end of year
$127,032
Net assets or fund balances, end of year
$10,191,460
Program services expenses (Part IX)
$302,181
Management and general expenses
$340,045
Fundraising expenses
$0
Program service expenses (Part III)
$302,181

Program services were 47.1% 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

    $80,605

  • 1f · All other contributions, gifts and grants

    $5,393,870

  • 3 · Investment income

    total $61,784 · excluded $61,784

  • 8a · Fundraising events: gross income

    $112,486

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

    $80,605

  • 8b · Fundraising events: direct expenses

    $55,259

  • 8c · Net income from fundraising events

    total $57,227 · excluded $57,227

  • 10a · Gross sales of inventory

    $195,021

  • 10b · Cost of goods sold

    $33,404

  • 10c · Net income from sales of inventory

    total $161,617 · excluded $161,617

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $174,821 · program services $174,821

  • 2 · Grants to domestic individuals

    total $114,500 · program services $114,500

  • 11g · Fees: other

    total $307,282 · management and general $307,282

  • 13 · Office expenses

    total $6,971 · management and general $6,971

  • 24a · Other expenses: BANK CHARGES

    total $23,704 · management and general $23,704

  • 24b · Other expenses: GIFT SHOP EXPENSES

    total $12,860 · program services $12,860

  • 24c · Other expenses: OTHER EXPENSES

    total $2,088 · management and general $2,088

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $654,809 · end of year $3,180,296

  • 2 · Savings and temporary cash investments

    beginning of year $69,517 · end of year $92,802

  • 3 · Pledges and grants receivable

    beginning of year $2,581,390 · end of year $4,611,402

  • 8 · Inventories for sale or use

    end of year $34,436

  • 9 · Prepaid expenses and deferred charges

    end of year $3,387

  • 10a · Land, buildings and equipment: cost or other basis

    $323,200

  • 10c · Land, buildings and equipment, net

    beginning of year $323,200 · end of year $323,200

  • 12 · Investments: other securities

    beginning of year $2,340,295 · end of year $2,072,969

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,003,628 · end of year $127,032

  • 27 · Net assets without donor restrictions

    beginning of year $4,965,583 · end of year $148,757

  • 28 · Net assets with donor restrictions

    end of year $10,042,703

Mission and programs · 2022

Mission

THE MISSION OF THE WILLIAMSON HEALTH FOUNDATION, INC., IS TO SERVE AS THE CHARITABLE AND DEVELOPMENT ARM THAT SUPPORTS WILLIAMSON HEALTH, INCLUDING WILLIAMSON MEDICAL CENTER, THE MONROE CARELL JR. CHILDREN'S HOSPITAL VANDERBILT AT WILLIAMSON MEDICAL CENTER, BONE AND JOINT INSTITUTE OF TENNESSEE, TURNER-DUGAS BREAST HEALTH CENTER AND SO MUCH MORE.

  • PURCHASED FURNTIURE, EQUIPMENT, AND EDUCATIONAL RESOURCE MATERIALS TO BENEFIT WILLIAMSON MEDICAL CENTER.

    Expenses $187,681 · Grants $174,821

  • PROVIDED SCHOLARSHIPS FOR STUDENTS ENROLLED IN HEALTHCARE FIELD.

    Expenses $114,500 · Grants $114,500

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jerry Batte

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Jodi Rall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Jamey Parker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8

  • Larry Westbrook

    TREASURER

    Total calculated
    $0
    Hours/week
    0.3

  • Jim Lackey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Richard Herrington

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Pamela Stephens

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.3

  • Lisa Nierste Morris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Mary Kate Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Vicki McNamara

    CHAIR

    Total calculated
    $0
    Hours/week
    0.3

  • Phyllis Molyneaux

    COMPLIANCE OFFICER/SECRETARY

    Total calculated
    $0
    Hours/week
    0.3 + 40 related

  • Lynn King Dugas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Phillip Mazzuca

    CEO

    Total calculated
    $1,146,387
    From this org
    $0
    From related orgs
    $1,119,387
    Other
    $27,000
    Hours/week
    0.3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $677,131 related
    Bonus
    $0 + $442,256 related
    Other
    $0
    Deferred
    $0 + $27,000 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,146,387 related

  • Colin Looney

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Jeffrey L Carson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Charles Pareigis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Michael Kaplan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Bo Butler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Hamilton Bowman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Jeff Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • R Steve Smith

    EXECUTIVE DIRECTOR

    Total calculated
    $177,318
    From this org
    $0
    From related orgs
    $176,743
    Other
    $575
    Hours/week
    0.3 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,743 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $575 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $177,318 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

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

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

  • WILLIAMSON MEDICAL CENTER

    $150,000

    PURCHASE EQUIPMENT

  • WILLIAMSON MEDICAL CENTER

    $18,634

    REIMBURSE EDUCATION EXPENSES

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.

  • WILLIAMSON MEDICAL CENTER

    115 · HOSPITAL · TN

    Directly controlled by WILLIAMSON COUNTY GOVERNMENT

Provenance

Return type
form_990
Tax year
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202401349349300330

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