Skip to content
Nonprofiteer
← EMC HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by EMC HEALTH FOUNDATION.

Totals

Total revenue
$4,495,784
Total expenses
$3,013,301
Contributions and grants received
$2,009,799
Grants paid
$239,637
Program service revenue
$2,223,878
Investment income
$262,107
Other revenue
$0
Total assets, end of year
$16,610,749
Total liabilities, end of year
$266,922
Net assets or fund balances, end of year
$16,343,827
Program services expenses (Part IX)
$2,829,314
Management and general expenses
$183,987
Fundraising expenses
$0
Program service expenses (Part III)
$2,829,314

Program services were 93.9% 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.

  • 1d · Related organizations

    $2,000,000

  • 1f · All other contributions, gifts and grants

    $9,799

  • 2a · Program service revenue: EMC HEALTH INC. REIMBURSEMENTS

    total $1,650,237 · related or exempt $1,650,237

  • 2b · Program service revenue: LHE REIMBURSEMENTS

    total $573,641 · related or exempt $573,641

  • 3 · Investment income

    total $320,214 · excluded $320,214

  • 7a · Gross sales of assets other than inventory

    securities $1,569,898

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

    securities $1,628,005

  • 7c · Gain or loss

    securities -$58,107

  • 7d · Net gain or loss

    total -$58,107 · excluded -$58,107

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $101,215 · program services $101,215

  • 2 · Grants to domestic individuals

    total $138,422 · program services $138,422

  • 5 · Compensation of officers, directors and key employees

    total $796,787 · program services $796,787

  • 7 · Other salaries and wages

    total $1,250,038 · program services $1,250,038

  • 8 · Pension plan contributions

    total $43,142 · program services $43,142

  • 9 · Other employee benefits

    total $337,676 · program services $337,676

  • 10 · Payroll taxes

    total $125,163 · program services $125,163

  • 11a · Fees: management

    total $380 · program services $380

  • 11b · Fees: legal

    total $46,270 · management and general $46,270

  • 11c · Fees: accounting

    total $15,395 · management and general $15,395

  • 11f · Fees: investment management

    total $52,652 · management and general $52,652

  • 11g · Fees: other

    total $11,354 · management and general $11,354

  • 12 · Advertising and promotion

    total $25,789 · program services $25,789

  • 13 · Office expenses

    total $14,981 · management and general $14,981

  • 16 · Occupancy

    total $23,982 · management and general $23,982

  • 23 · Insurance

    total $11,272 · management and general $11,272

  • 24a · Other expenses: DUES & MEMBERSHIP

    total $10,702 · program services $10,702

  • 24b · Other expenses: BUSINESS MEALS

    total $7,411 · management and general $7,411

  • 24c · Other expenses: EDUCATION/TRAINING

    total $670 · management and general $670

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $426,525 · end of year $129,673

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $2,267,930

  • 4 · Accounts receivable

    beginning of year $156,701 · end of year $182,553

  • 9 · Prepaid expenses and deferred charges

    beginning of year $38,916 · end of year $36,397

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

    $15,650

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

    $15,650

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $15,761,859 · end of year $13,865,188

  • 15 · Other assets

    beginning of year $0 · end of year $129,008

  • 17 · Accounts payable and accrued expenses

    beginning of year $194,673 · end of year $176,922

  • 18 · Grants payable

    beginning of year $180,000 · end of year $90,000

  • 27 · Net assets without donor restrictions

    beginning of year $16,009,328 · end of year $16,343,827

Mission and programs · 2022

Mission

EMC HEALTH FOUNDATION IS COMMITTED TO PROMOTING AND EXPANDING CARE FOR MEMBERS OF THE COMMUNITY AS WHOLE PERSONS, CONSIDERING THEIR PHYSICAL, PSYCHOSOCIAL, AND SPIRITUAL HEALTH IN AN ATMOSPHERE OF PROFESSIONAL EXCELLENCE AND HUMAN KINDNESS.

Activities or mission (Part I)

CONDUCTING SUPPORTING ACTIVITIES FOR EMC HEALTH INC., WHOSE PURPOSES INCLUDE SERVING RESIDENTS IN THE SERVICE AREA TO CREATE A HEALTHIER COMMUNITY.

  • SEE SCHEDULE OEMC HEALTH FOUNDATION, A WHOLLY OWNED SUBSIDIARY OF EMC HEALTH INC., WAS CREATED TO CONTINUE THE MINISTRY AND SUPPORT OF INDIVIDUALS IN THE AREA PREVIOUSLY SERVICED BY EMANUEL MEDICAL CENTER. THE FOUNDATION CONTINUES TO BROADEN ITS IMPACT WITHIN THE 19 DESIGNATED ZIP CODES WITH GRANT FUNDING FOR HEALTH-RELATED PROGRAMS THAT WILL BENEFIT THE PEOPLE LIVING AND WORKING IN OUR COMMUNITIES.THIS IS ACCOMPLISHED THROUGH A GRANTMAKING PROGRAM THAT:1. PROVIDES EDUCATIONAL ASSISTANCE TO ENSURE THE COMMUNITY HAS GREATER ACCESS TO BEHAVIORAL HEALTH SERVICES THROUGH A DESIGNATED SCHOLARSHIP PROGRAM2. ENSURES FAMILIES FACING FOOD INSECURITY HAVE ACCESS TO PROGRAMS TO PREVENT OR COMBAT THIS CRISIS;3. FUNDS PROGRAMS TO ASSIST FAMILIES AND COMMUNITY MEMBERS WITH ACCESS TO AFFORDABLE MEDICATIONS

    Expenses $2,829,314 · Grants $239,637 · Revenue $2,223,878

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

Listed in Part VII

  • JEFFREY R LEWIS

    PRESIDENT & CEO

    Total calculated
    $443,073
    From this org
    $394,798
    From related orgs
    $0
    Other
    $48,275
    Hours/week
    20 + 35 related

    Schedule J breakdown matched by us

    Base
    $328,054
    Bonus
    $0
    Other
    $66,744
    Deferred
    $9,150
    Nontaxable benefits
    $39,125
    Filer's total
    $443,073

  • LINDA STUHMER

    EXECUTIVE VICE PRESIDENT & COO

    Total calculated
    $631,263
    From this org
    $564,763
    From related orgs
    $0
    Other
    $66,500
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $260,123
    Bonus
    $30,951
    Other
    $273,689
    Deferred
    $9,150
    Nontaxable benefits
    $57,350
    Filer's total
    $631,263

  • LAWRENCE P ANDERSON

    TREASURER & SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID DWIGHT

    CHAIRMAN OF BOARD

    Total calculated
    $0
    Hours/week
    0.5

  • CARRIE JANISKI DO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • KEVIN VOGT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • TOM WILSON MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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)

PART I, LINE 4B
LINDA STUHMER PARTICIPATES IN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) THROUGH THE COVENANT MINISTRIES OF BENEVOLENCE THAT SHE IS VESTED. CONTRIBUTIONS ARE MADE TO A SERP BY COVENANT MINISTRIES OF BENEVOLENCE AND EMC HEALTH INC., BUT SHE DOES NOT RECEIVE PAYMENTS. LINDA PAYS THE REQUIRED TAXES ON THE CONTRIBUTIONS.

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.

  • EMC HEALTH INC

    501(C)(3) · USING CHRISTIAN VALUES TO CREATE A HEALTHIER COMMUNITY · CA

Provenance

Return type
form_990
Tax year
2022
Filed
7 February 2024
IRS schema version
2022v5.0
Source object
202440439349300514

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.