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← ERIE FAMILY HEALTH FOUNDATION INC

Form 990 for tax year 2024

Filed by ERIE FAMILY HEALTH FOUNDATION INC.

Totals

Total revenue
$2,409,358
Total expenses
$2,416,663
Contributions and grants received
$2,404,651
Grants paid
$2,404,651
Program service revenue
$0
Investment income
$4,707
Other revenue
$0
Total assets, end of year
$5,574,154
Total liabilities, end of year
$110,000
Net assets or fund balances, end of year
$5,464,154
Program services expenses (Part IX)
$2,416,663
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,416,663

Program services were 100.0% 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.

  • 1f · All other contributions, gifts and grants

    $2,404,651

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $4,707 · excluded $4,707

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,404,651 · program services $2,404,651

  • 11g · Fees: other

    total $12,012 · program services $12,012 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,401 · end of year $682,763

  • 4 · Accounts receivable

    beginning of year $4,497,193 · end of year $4,891,391

  • 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

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $4,430,101 · end of year $110,000

  • 27 · Net assets without donor restrictions

    beginning of year $80,493 · end of year $5,464,154

Mission and programs · 2024

Mission

MOTIVATED BY THE BELIEF THAT HEALTHCARE IS A HUMAN RIGHT, ERIE FAMILY HEALTH FOUNDATION (EFHF) SUPPORTS ERIE FAMILY HEALTH CENTERS (EFHC) IN THE PROVISION OF HIGH QUALITY, AFFORDABLE CARE TO SUPPORT HEALTHIER PEOPLE, FAMILIES, AND COMMUNITIES. SPECIFICALLY, EFHF IS FOCUSED ON GROWING PHILANTHROPIC SUPPORT TO INCREASE THE REACH AND IMPACT OF EFHC's WORK.

Activities or mission (Part I)

Enhance and support the Erie Family Health Centers' mission of "Serving a largely medically underserved population in Chicagoland area"

  • ERIE FAMILY HEALTH FOUNDATION (EFHF) IS A NOT-FOR-PROFIT CORPORATION THAT WAS FORMED IN ORDER TO DEVELOP, PROMOTE, ENCOURAGE AND ACCEPT FUNDS FOR THE SUPPORT OF ERIE FAMILY HEALTH CENTER, INC., (EFHC), A RELATED TAX-EXEMPT ORGANIZATION.

    Expenses $2,416,663 · Grants $2,404,651

As filed on the 2024 return.

Listed in Part VII

  • Lee Francis

    PRESIDENT & CEO

    Total calculated
    $634,331
    From this org
    $0
    From related orgs
    $548,992
    Other
    $85,339
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,160 related
    Bonus
    $0 + $117,020 related
    Other
    $0 + $98,812 related
    Deferred
    $0 + $83,625 related
    Nontaxable benefits
    $0 + $1,714 related
    Filer's total
    $0 + $634,331 related

  • Amy Blumenthal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Betsy Banks

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Feldman MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Feyce Peralta MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Guari Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Sherman MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Linda Cushman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lisa Schneider Fabes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lory Mishra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Bock

    Chair

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Susan Garrett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David C Bruce

    TREASURER

    Total calculated
    $380,710
    From this org
    $0
    From related orgs
    $331,419
    Other
    $49,291
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,062 related
    Bonus
    $0 + $52,961 related
    Other
    $0 + $38,396 related
    Deferred
    $0 + $26,713 related
    Nontaxable benefits
    $0 + $22,578 related
    Filer's total
    $0 + $380,710 related

  • Melissa Hilton

    SECRETARY & EXECUTIVE DIRECTOR

    Total calculated
    $280,179
    From this org
    $0
    From related orgs
    $232,325
    Other
    $47,854
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,636 related
    Bonus
    $0 + $36,758 related
    Other
    $0 + $39,931 related
    Deferred
    $0 + $19,833 related
    Nontaxable benefits
    $0 + $28,021 related
    Filer's total
    $0 + $280,179 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

  • 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 4b Supplemental nonqualified retirement plan
ERIE FAMILY HEALTH CENTER HAS ESTABLISHED A SUPPLEMENTAL NONQUALIFIED §457(F) RETIREMENT PLAN THAT ALLOWS FOR CERTAIN INDIVIDUALS TO PARTICIPATE IN THE PLAN. THE FOLLOWING INDIVIDUALS RECEIVED DEFERRALS TO THE PLAN DURING CALENDAR YEAR 2024. THESE DEFERRALS ARE REPORTED ON SCHEDULEJ, PART II, COLUMN (C). 1. LEE FRANCIS - $75,000 2. DAVID BRUCE - $20,000 3. MELISSA HILTON - $15,000 THE FOLLOWING INDIVIDUALS RECEIVED DISTRIBUTIONS FROM THE PLAN DURING CALENDAR YEAR 2024. THESE DISTRIBUTIONS ARE REPORTED ON SCHEDULEJ, PART II, COLUMNS (B)iii AND (F). 1. LEE FRANCIS - $77,804 2. DAVID BRUCE - $22,284 3. MELISSA HILTON - $16,214

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
13 May 2026
IRS schema version
2024v5.1
Source object
202601329349307965

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