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Nonprofiteer
← TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION

Form 990 for tax year 2023

Filed by TRUMAN MEDICAL CENTER CHARITABLE FOUNDATION.

Totals

Total revenue
$6,334,890
Total expenses
$5,095,911
Contributions and grants received
$6,000,958
Grants paid
$2,993,476
Program service revenue
$244,019
Investment income
$178,584
Other revenue
-$88,671
Total assets, end of year
$14,532,860
Total liabilities, end of year
$322,434
Net assets or fund balances, end of year
$14,210,426
Program services expenses (Part IX)
$3,793,659
Management and general expenses
$911,629
Fundraising expenses
$390,623
Program service expenses (Part III)
$3,793,659

Program services were 74.4% 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

    $367,525

  • 1f · All other contributions, gifts and grants

    $5,633,433

  • 1g · Noncash contributions included above

    $104,900

  • 2a · Program service revenue: PROGRAM SERVICE REVENUE

    total $244,019 · related or exempt $244,019

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $353,674 · excluded $353,674

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $1,254,420

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

    securities $1,429,510

  • 7c · Gain or loss

    securities -$175,090 · other assets $0

  • 7d · Net gain or loss

    total -$175,090 · excluded -$175,090

  • 8a · Fundraising events: gross income

    $71,757

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

    $367,525

  • 8b · Fundraising events: direct expenses

    $212,928

  • 8c · Net income from fundraising events

    total -$141,171 · excluded -$141,171

  • 11a · Other revenue: BAD DEBT RECOVERY

    total $52,500 · excluded $52,500

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $52,500

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,993,476 · program services $2,993,476

  • 5 · Compensation of officers, directors and key employees

    total $353,676 · management and general $353,676

  • 7 · Other salaries and wages

    total $367,570 · program services $0 · management and general $290,380 · fundraising $77,190

  • 8 · Pension plan contributions

    total $26,500 · program services $0 · management and general $20,935 · fundraising $5,565

  • 9 · Other employee benefits

    total $91,162 · program services $0 · management and general $72,018 · fundraising $19,144

  • 10 · Payroll taxes

    total $40,195 · program services $0 · management and general $31,754 · fundraising $8,441

  • 11c · Fees: accounting

    total $80,813 · program services $0 · management and general $80,813 · fundraising $0

  • 11d · Fees: lobbying

    total $124,000 · program services $48,360 · management and general $38,440 · fundraising $37,200

  • 11e · Fees: professional fundraising services

    total $175,500 · fundraising $175,500

  • 11f · Fees: investment management

    total $9,107 · program services $0 · management and general $9,107 · fundraising $0

  • 11g · Fees: other

    total $6,250 · program services $0 · management and general $6,250 · fundraising $0

  • 13 · Office expenses

    total $2,667 · program services $0 · management and general $2,667 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $9,778 · program services $0 · management and general $0 · fundraising $9,778

  • 24a · Other expenses: PROJECT EXPENDITURES

    total $505,339 · program services $505,339 · management and general $0 · fundraising $0

  • 24b · Other expenses: DIRECT FUND EXPENSE

    total $244,019 · program services $244,019 · management and general $0 · fundraising $0

  • 24c · Other expenses: EQUIPMENT & RENTAL

    total $47,769 · program services $0 · management and general $2,237 · fundraising $45,532

  • 24e · All other expenses

    total $18,090 · program services $2,465 · management and general $3,352 · fundraising $12,273

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $509,399 · end of year $794,450

  • 2 · Savings and temporary cash investments

    beginning of year $957,400 · end of year $1,867,297

  • 3 · Pledges and grants receivable

    beginning of year $138,310 · end of year $174,860

  • 4 · Accounts receivable

    beginning of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0

  • 8 · Inventories for sale or use

    beginning of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $35,634 · end of year $299,170

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

    $58,203

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

    $58,203

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $10,140,898 · end of year $9,790,884

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 14 · Intangible assets

    beginning of year $0

  • 15 · Other assets

    beginning of year $1,501,299 · end of year $1,606,199

  • 17 · Accounts payable and accrued expenses

    beginning of year $306,821 · end of year $235,701

  • 18 · Grants payable

    beginning of year $960,794 · end of year $86,733

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $5,064,406 · end of year $6,770,876

  • 28 · Net assets with donor restrictions

    beginning of year $6,950,919 · end of year $7,439,550

Mission and programs · 2023

Mission

THE UNIVERSITY HEALTH FOUNDATION WAS ORGANIZED TO ACCEPT, HOLD AND ADMINISTER CONTRIBUTIONS FOR OR ON BEHALF OF UNIVERSITY HEALTH AND TO DISTRIBUTE SUCH AMOUNTS FOR CHARITABLE PURPOSES.

Activities or mission (Part I)

ORGANIZED TO ACCEPT, HOLD AND ADMINISTER CONTRIBUTIONS FOR OR ON BEHALF OF UNIVERSITY HEALTH AND TO DISTRIBUTE SUCH AMOUNTS FOR CHARITABLE PURPOSES.

  • THE FOUNDATION DISTRIBUTES CONTRIBUTIONS RECEIVED FROM FOUNDATIONS, CORPORATIONS AND INDIVIDUAL DONORS TO UNIVERSITY HEALTH TO IMPROVE PATIENT CARE, PROVIDE CAPITAL EQUIPMENT, RENOVATIONS AND PROGRAM SUPPORT TO VARIOUS DEPARTMENTS OF THE HOSPITAL EACH YEAR.

    Expenses $3,793,659 · Grants $2,993,476 · Revenue $244,019

As filed on the 2023 return.

Listed in Part VII

  • Brett Furguson DDS

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jay Howard

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Kathryn Burgess

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • S Marie McCarther Ed D

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Chris Vaeth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Danielle Jean-Francios

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dirck Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Douglas Y Curran

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elise Kirchhofer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eva Karp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Julie Hull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kia Walsh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Osgood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matthew Gratton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Molly Nail

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Natasha Acosta MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patty Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tracey Lewis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tracy Johnson MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Emily Parish

    EXECUTIVE DIRECTOR

    Total calculated
    $225,537
    From this org
    $181,821
    From related orgs
    $0
    Other
    $43,716
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,975
    Bonus
    $4,217
    Other
    $629
    Deferred
    $22,269
    Nontaxable benefits
    $21,447
    Filer's total
    $225,537

  • Sharla Peters

    CFO

    Total calculated
    $112,643
    From this org
    $100,682
    From related orgs
    $0
    Other
    $11,961
    Hours/week
    40

  • Kirk Isenhour

    EXECUTIVE DIRECTOR THRU DEC 22

    Total calculated
    $109,519
    From this org
    $105,239
    From related orgs
    $0
    Other
    $4,280
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $8,746
    Bonus
    $0
    Other
    $96,493
    Deferred
    $3,563
    Nontaxable benefits
    $717
    Filer's total
    $109,519

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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR IS DETERMINED BY UNIVERSITY HEALTH. UNIVERSITY HEALTH CONDUCTED A COMPENSATION DATA STUDY THAT INCLUDED REVIEWS OF COMPENSATION FOR SIMILAR ORGANIZATIONS WITHIN THE LOCAL AREA OF SIMILAR SIZE AND REVENUES. THE BOARD OF DIRECTORS FOR UNIVERSITY HEALTH TOOK THE INFORMATION THAT WAS GATHERED AND USED IT TO DETERMINE AND REVIEW THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
KIRK ISENHOUR AND EMILY PARISH PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. KIRK ISENHOUR VESTED IN THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND WAS PAID $65,688 DURING CALENDAR YEAR 2023.
Schedule J, Part II & Form 990 Part VII - payment of Executive Director's compensation
THE COMPENSATION BEING REPORTED IS PAID BY UNIVERSITY HEALTH AND THE FOUNDATION REIMBURSES UNIVERSITY HEALTH.

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

Provenance

Return type
form_990
Tax year
2023
Filed
1 April 2025
IRS schema version
2023v6.0
Source object
202500919349300235

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