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← DEACONESS HEALTH ASSOCIATIONS FUND INC

Form 990 for tax year 2023

Filed by DEACONESS HEALTH ASSOCIATIONS FUND INC.

Totals

Total revenue
$111,568
Total expenses
$399,321
Contributions and grants received
$82,897
Grants paid
$288,100
Program service revenue
$0
Investment income
$27,972
Other revenue
$699
Total assets, end of year
$4,498,736
Total liabilities, end of year
$1,932
Net assets or fund balances, end of year
$4,496,804
Program services expenses (Part IX)
$364,652
Management and general expenses
$34,669
Fundraising expenses
$0
Program service expenses (Part III)
$364,652

Program services were 91.3% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $23,000

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $59,897

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $53,729 · related or exempt $0 · unrelated business $0 · excluded $53,729

  • 4 · Income from investment of tax-exempt bond proceeds

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

  • 5 · Royalties

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

  • 6a · Gross rents

    real property $0 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

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

  • 7a · Gross sales of assets other than inventory

    securities $129,658 · other assets $0

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

    securities $142,875 · other assets $12,540

  • 7c · Gain or loss

    securities -$13,217 · other assets -$12,540

  • 7d · Net gain or loss

    total -$25,757 · related or exempt $0 · unrelated business $0 · excluded -$25,757

  • 8a · Fundraising events: gross income

    $0

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

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

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

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

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

  • 11d · All other revenue

    total $699 · related or exempt $0 · unrelated business $0 · excluded $699

  • 11e · Other revenue, total

    $699

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $288,100 · program services $288,100

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

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

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

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

  • 8 · Pension plan contributions

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

  • 9 · Other employee benefits

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

  • 10 · Payroll taxes

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

  • 11a · Fees: management

    total $18,000 · program services $0 · management and general $18,000 · fundraising $0

  • 11b · Fees: legal

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

  • 11c · Fees: accounting

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

  • 11d · Fees: lobbying

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

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $7,761 · program services $0 · management and general $7,761 · fundraising $0

  • 11g · Fees: other

    total $30,970 · program services $25,000 · management and general $5,970 · fundraising $0

  • 12 · Advertising and promotion

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

  • 13 · Office expenses

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

  • 14 · Information technology

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

  • 15 · Royalties

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

  • 16 · Occupancy

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

  • 17 · Travel

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

  • 18 · Travel or entertainment for public officials

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

  • 19 · Conferences, conventions and meetings

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

  • 20 · Interest

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

  • 21 · Payments to affiliates

    total $40,000 · program services $40,000 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

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

  • 23 · Insurance

    total $3,642 · program services $704 · management and general $2,938 · fundraising $0

  • 24a · Other expenses: Allocated salaries and wages

    total $10,077 · program services $10,077 · management and general $0 · fundraising $0

  • 24b · Other expenses: Allocated payroll taxes

    total $771 · program services $771 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,019 · end of year $11,369

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end 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 $145,860 · end of year $141,306

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,000 · end of year $1,750

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

    $8,633

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

    $8,633

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,317,626 · end of year $2,399,325

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $4,035 · end of year $4,035

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $2,117,726 · end of year $1,940,951

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,369 · end of year $1,932

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    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

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $3,988,740 · end of year $3,881,647

  • 28 · Net assets with donor restrictions

    beginning of year $615,157 · end of year $615,157

Mission and programs · 2023

Mission

Deaconess Health Associations Fund Inc. is organized to raise and distribute funds to financially support the tax-exempt affiliates of Deaconess Associations, Inc., in terms of community health care needs, as well as provide grant monies to other tax-exempt entities to support specific health related community endeavors. The Foundation is currently focusing on initiatives which provide healthcare access and education to at-risk populations and in underserved communities.

Activities or mission (Part I)

The Deaconess Health Associations Fund, Inc. is organized to raise and distribute funds to financially support the tax-exempt affiliates of Deaconess Associations, Inc. in terms of community health care needs, as well as provide grant monies to other tax-exempt entities to support specific health related community endeavors. The Foundation is currently focusing on initiatives which provide healthcare access and education to at-risk populations and in underserved communities.

  • The Deaconess Health Associations Fund, Inc. obtains funds through charitable contributions and then manages the funds in order to distribute them as determined by the Board of Trustees or as directed by donors. The purpose of the Foundation is to advance financial support to continue the mission of the Deaconess Associations, Inc., Legacy Healthcare, and it's other affiliates of providing health care services.

    Expenses $364,652 · Grants $288,100

As filed on the 2023 return.

Listed in Part VII

  • John Murta

    Chief Executive Officer

    Total calculated
    $348,104
    From this org
    $0
    From related orgs
    $340,981
    Other
    $7,123
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,183 related
    Bonus
    $0 + $65,000 related
    Other
    $0 + $6,798 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,123 related
    Filer's total
    $0 + $348,104 related

  • Jennifer Simon

    Accounting Manager

    Total calculated
    $110,396
    From this org
    $0
    From related orgs
    $110,306
    Other
    $90
    Hours/week
    3 + 37 related

  • Vivienne Bechtold

    Board Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • Kelly Joan-Brown

    Board Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • John Sinclair

    Board Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • Greg Taylor

    Board Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • Tom Wiedemann

    Board Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • E Anthony Woods

    Chairman

    Total calculated
    $0
    Hours/week
    19 + 21 related

  • William Zimmer

    Board Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.0
Source object
202423169349301842

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