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Nonprofiteer
← THE WILSON MEMORIAL HOSPITAL FOUNDATION

Form 990 for tax year 2023

Filed by THE WILSON MEMORIAL HOSPITAL FOUNDATION.

Totals

Total revenue
$1,302,233
Total expenses
$819,785
Contributions and grants received
$589,446
Grants paid
$537,512
Program service revenue
$0
Investment income
$734,028
Other revenue
-$21,241
Total assets, end of year
$15,660,513
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$15,660,513
Program services expenses (Part IX)
$537,512
Management and general expenses
$176,112
Fundraising expenses
$106,161
Program service expenses (Part III)
$537,512

Program services were 65.6% 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

    $86,682

  • 1f · All other contributions, gifts and grants

    $502,764

  • 3 · Investment income

    total $472,282 · excluded $472,282

  • 7a · Gross sales of assets other than inventory

    securities $2,517,292

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

    securities $2,255,546

  • 7c · Gain or loss

    securities $261,746

  • 7d · Net gain or loss

    total $261,746 · excluded $261,746

  • 8a · Fundraising events: gross income

    $21,273

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

    $86,682

  • 8b · Fundraising events: direct expenses

    $42,514

  • 8c · Net income from fundraising events

    total -$21,241 · excluded -$21,241

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $537,512 · program services $537,512

  • 7 · Other salaries and wages

    total $176,112 · management and general $176,112

  • 11g · Fees: other

    total $82,258 · fundraising $82,258

  • 12 · Advertising and promotion

    total $702 · fundraising $702

  • 13 · Office expenses

    total $7,207 · fundraising $7,207

  • 17 · Travel

    total $218 · fundraising $218

  • 24a · Other expenses: DUES & SUB.

    total $12,416 · fundraising $12,416

  • 24e · All other expenses

    total $3,360 · fundraising $3,360

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $434,377 · end of year $211,967

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

    $5,207

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,207

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $13,082,957 · end of year $15,448,546

  • 27 · Net assets without donor restrictions

    beginning of year $7,065,515 · end of year $6,698,265

  • 28 · Net assets with donor restrictions

    beginning of year $6,451,819 · end of year $8,962,248

Mission and programs · 2023

Mission

SERVE THE CITIZENS OF SHELBY COUNTY AND SURROUNDING AREA THROUGH DISTRIBUTION OF FUNDS FOR CHARITABLE PURPOSES THROUGH SHELBY COUNTY MEMORIAL HOSPITAL

Activities or mission (Part I)

SERVE THE CITIZENS OF SHELBY COUNTY AND SURROUNDING AREA THROUGH DISTRIBUTION OF FUNDS FOR CHARITABLE PURPOSES THROUGH SHELBY COUNTY MEMORIAL HOSPITAL.

  • RAISE FUNDS TO SUPPORT WILSON MEMORIAL HOSPITAL BY HOLDING SPECIAL EVENTS DURING THE YEAR.

    Expenses $537,512 · Grants $537,512

As filed on the 2023 return.

Listed in Part VII

  • MICKEY A HAMER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MATT HOYING

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

  • BRANDON F SIMON

    TREASURER/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ZACK BOSSLET

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GREG DICKMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • H ROGER FULK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • MITCHELL HOYING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSH KOLTAK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MIKE LOCHARD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR ALLISON PEPPLE

    BOARD MEMBER

    Total calculated
    $370,829
    From this org
    $0
    From related orgs
    $334,889
    Other
    $35,940
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,997 related
    Bonus
    $0 + $94,414 related
    Other
    $0 + $26,478 related
    Deferred
    $0 + $9,529 related
    Nontaxable benefits
    $0 + $26,411 related
    Filer's total
    $0 + $370,829 related

  • ANGIE ROSS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARIAN SPICER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KENT WITT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DOUG BORCHERS

    BOARD MEMBER PARTIAL TERM

    Total calculated
    $0
    Hours/week
    1

  • KEITH SCHNIPPEL

    BOARD MEMBER PARTIAL TERM

    Total calculated
    $0
    Hours/week
    1

  • MARK KLOSTERMAN

    WMH CEO

    Total calculated
    $643,506
    From this org
    $0
    From related orgs
    $590,826
    Other
    $52,680
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,214 related
    Bonus
    $0 + $132,422 related
    Other
    $0 + $11,190 related
    Deferred
    $0 + $19,425 related
    Nontaxable benefits
    $0 + $33,255 related
    Filer's total
    $0 + $643,506 related

  • KARLA YOUNG

    EXECUTIVE DIRECTOR

    Total calculated
    $83,926
    From this org
    $0
    From related orgs
    $78,873
    Other
    $5,053
    Hours/week
    40

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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

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
A RELATED ORGANIZATION, WILSON MEMORIAL HOSPITAL, USED THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR: -COMPENSATION COMMITTEE -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SLEEP LAB LLC

    SLEEP LAB STUDIES · OH

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202443189349307819

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