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Nonprofiteer
← WILLIAM NEWTON HEALTHCAREFOUNDATION INC

Form 990 for tax year 2022

Filed by WILLIAM NEWTON HEALTHCAREFOUNDATION INC.

Totals

Total revenue
$1,207,919
Total expenses
$1,190,226
Contributions and grants received
$1,093,409
Grants paid
$969,940
Program service revenue
$0
Investment income
$104,684
Other revenue
$9,826
Total assets, end of year
$3,652,229
Total liabilities, end of year
$457,270
Net assets or fund balances, end of year
$3,194,959
Program services expenses (Part IX)
$969,940
Management and general expenses
$45,289
Fundraising expenses
$174,997
Program service expenses (Part III)
$969,940

Program services were 81.5% 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

    $46,916

  • 1f · All other contributions, gifts and grants

    $1,046,493

  • 3 · Investment income

    total $40,527 · excluded $40,527

  • 7a · Gross sales of assets other than inventory

    securities $256,469

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

    securities $192,312

  • 7c · Gain or loss

    securities $64,157

  • 7d · Net gain or loss

    total $64,157 · excluded $64,157

  • 8a · Fundraising events: gross income

    $41,079

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

    $46,916

  • 8b · Fundraising events: direct expenses

    $31,253

  • 8c · Net income from fundraising events

    total $9,826 · excluded $9,826

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $965,153 · program services $965,153

  • 2 · Grants to domestic individuals

    total $4,787 · program services $4,787

  • 11e · Fees: professional fundraising services

    total $174,997 · fundraising $174,997

  • 11f · Fees: investment management

    total $17,471 · management and general $17,471

  • 24a · Other expenses: Miscellaneous expense

    total $27,818 · management and general $27,818

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $38,474 · end of year $34,404

  • 2 · Savings and temporary cash investments

    beginning of year $932,437 · end of year $1,419,611

  • 3 · Pledges and grants receivable

    beginning of year $556,172 · end of year $361,095

  • 4 · Accounts receivable

    end of year $52,892

  • 11 · Investments: publicly traded securities

    beginning of year $1,947,472 · end of year $1,739,444

  • 12 · Investments: other securities

    beginning of year $48,660 · end of year $44,783

  • 25 · Other liabilities

    beginning of year $0 · end of year $457,270

  • 27 · Net assets without donor restrictions

    beginning of year $1,725,788 · end of year $1,633,656

  • 28 · Net assets with donor restrictions

    beginning of year $1,797,427 · end of year $1,561,303

Mission and programs · 2022

Mission

Provide philanthropic support to advance the mission of William Newton Memorial Hospital and enhance the quality of life in our community.

Activities or mission (Part I)

Fundraising for the support of William Newton Memorial Hospital

  • Raise philanthropic funds to support William Newton Memorial Hospital and local healthcare through offering scholarships to students seeking a career in healthcare, funding equipment purchases and leases, supporting physician recruitment, and providing funds for building and facilities.

    Expenses $969,940 · Grants $969,940

As filed on the 2022 return.

Listed in Part VII

  • Cory Helmer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Becky Long

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Joan Cales

    Trustee thru August 2022

    Total calculated
    $0
    Hours/week
    1

  • Dared Price

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dr Todd Peters

    Trustee

    Total calculated
    $252,472
    From this org
    $0
    From related orgs
    $210,009
    Other
    $42,463
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,009 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $19,118 related
    Nontaxable benefits
    $0 + $23,345 related
    Filer's total
    $0 + $252,472 related

  • Dick Vaught

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dr Daniel Miller

    Trustee

    Total calculated
    $239,256
    From this org
    $0
    From related orgs
    $199,966
    Other
    $39,290
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,966 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,634 related
    Nontaxable benefits
    $0 + $20,656 related
    Filer's total
    $0 + $239,256 related

  • Mike Mildfelt

    President

    Total calculated
    $0
    Hours/week
    1

  • Rob Fields

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Taggart Wall

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Greg Thompson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Nathan Reed

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Gail Sawyer

    Trustee begin Sept. 2022

    Total calculated
    $0
    Hours/week
    1

  • Annika Morris

    Foundation Director

    Total calculated
    $92,775
    From this org
    $0
    From related orgs
    $67,345
    Other
    $25,430
    Hours/week
    4 + 36 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

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
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202313199349300346

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