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Nonprofiteer
← MARY RUTAN FOUNDATION

Form 990 for tax year 2024

Filed by MARY RUTAN FOUNDATION.

Totals

Total revenue
$417,081
Total expenses
$289,894
Contributions and grants received
$122,638
Grants paid
$157,587
Program service revenue
$0
Investment income
$294,443
Other revenue
$0
Total assets, end of year
$8,345,252
Total liabilities, end of year
$204,613
Net assets or fund balances, end of year
$8,140,639
Program services expenses (Part IX)
$286,035
Management and general expenses
$3,859
Fundraising expenses
$0
Program service expenses (Part III)
$286,035

Program services were 98.7% 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

    $17,840

  • 1e · Government grants (contributions)

    $5,290

  • 1f · All other contributions, gifts and grants

    $99,508

  • 3 · Investment income

    total $222,555 · excluded $222,555

  • 7a · Gross sales of assets other than inventory

    securities $694,600

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

    securities $622,712

  • 7c · Gain or loss

    securities $71,888

  • 7d · Net gain or loss

    total $71,888 · excluded $71,888

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $109,253 · program services $109,253

  • 2 · Grants to domestic individuals

    total $48,334 · program services $48,334

  • 12 · Advertising and promotion

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

  • 13 · Office expenses

    total $22,716 · program services $19,309 · management and general $3,407

  • 14 · Information technology

    total $3,318 · program services $3,318

  • 17 · Travel

    total $2,514 · program services $2,137 · management and general $377

  • 19 · Conferences, conventions and meetings

    total $75 · management and general $75

  • 24a · Other expenses: SALARY REIMBURSEMENT

    total $102,434 · program services $102,434

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $222,131 · end of year $213,898

  • 2 · Savings and temporary cash investments

    beginning of year $375,808 · end of year $270,451

  • 3 · Pledges and grants receivable

    beginning of year $5,394 · end of year $1,976

  • 7 · Other notes and loans receivable

    beginning of year $239,506 · end of year $216,474

  • 12 · Investments: other securities

    beginning of year $6,944,687 · end of year $7,642,453

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,386 · end of year $12,963

  • 25 · Other liabilities

    beginning of year $183,728 · end of year $191,650

  • 27 · Net assets without donor restrictions

    beginning of year $6,015,095 · end of year $6,552,917

  • 28 · Net assets with donor restrictions

    beginning of year $1,582,317 · end of year $1,587,722

Mission and programs · 2024

Mission

TO CREATE PHILANTHROPIC RELATIONSHIPS TO SUPPORT PATIENT CARE SERVICES, MEDICAL SCHOLARSHIPS, MEDICAL EQUIPMENT, AND CAPITAL DEVELOPMENT WHILE PROMOTING HEALTH AND WELLNESS THROUGH EDUCATIONAL PROGRAMS AND SERVICES TO THE COMMUNITY IN WHICH WE SERVE.

Activities or mission (Part I)

TO CREATE PHILANTHROPIC RELATIONSHIPS TO SUPPORT PATIENT CARE SERVICES, MEDICAL SCHOLARSHIPS, MEDICAL EQUIPMENT, AND CAPITAL DEVELOPMENT WHILE PROMOTING HEALTH AND WELLNESS THROUGH EDUCATIONAL PROGRAMS AND SERVICES TO THE COMMUNITIES IN WHICH WE SERVE.

  • COMMUNITY HEALTH WELLNESS GRANT PROGRAM-TO SUPPORT VARIOUS COMMUNITY HEALTH AND WELLNESS PROGRAMS.

    Expenses $24,950 · Grants $24,950

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $30,400 · Grants $30,400

  • TO SUPPORT THE ORGANIZATION'S MISSION TO CREATE PHILANTHROPIC RELATIONSHIPS TO SUPPORT PATIENT CARE SERVICES, MEDICAL EQUIPMENT, AND CAPITAL DEVELOPMENT WHILE PROMOTING HEALTH AND WELLNESS THROUGH EDUCATIONAL PROGRAMS AND SERVICES TO THE COMMUNITY IN WHICH WE SERVE.

    Expenses $230,685 · Grants $102,237

As filed on the 2024 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • JOAN HAUSHALTER

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 2.75 related

  • SARA STAHLER

    BOARD VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • NANCY KNIGHT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • DOUG CHAMBERLAIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 1.75 related

  • BOBBIE TRITTSCHUH

    BOARD MEMBER (MAY-DEC)

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • PAIGE DUFF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 1.75 related

  • JAKE VITT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • DEB ELLIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • JOENEE PURCELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 1.75 related

  • DAVID WILLOBY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 1.75 related

  • DON LEIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • EDGAR MORALES

    BOARD MEMBER (JAN-APRIL)

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • CHAD ROSS

    PRESIDENT

    Total calculated
    $576,571
    From this org
    $0
    From related orgs
    $475,092
    Other
    $101,479
    Hours/week
    0.5 + 45.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,449 related
    Bonus
    $0 + $75,953 related
    Other
    $0 + $690 related
    Deferred
    $0 + $83,596 related
    Nontaxable benefits
    $0 + $17,883 related
    Filer's total
    $0 + $576,571 related

  • THOMAS DENBOW

    VICE PRESIDENT

    Total calculated
    $278,289
    From this org
    $0
    From related orgs
    $242,257
    Other
    $36,032
    Hours/week
    0.5 + 45.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,082 related
    Bonus
    $0 + $32,885 related
    Other
    $0 + $1,290 related
    Deferred
    $0 + $22,159 related
    Nontaxable benefits
    $0 + $13,873 related
    Filer's total
    $0 + $278,289 related

  • TAMARA ALLISON

    COO (FOUNDATION) (JAN-MARCH)

    Total calculated
    $92,124
    From this org
    $0
    From related orgs
    $81,804
    Other
    $10,320
    Hours/week
    10 + 25 related

  • TAMARA GUMP

    COO (FOUNDATION) (APR-DEC)

    Total calculated
    $205,190
    From this org
    $0
    From related orgs
    $176,502
    Other
    $28,688
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $153,002 related
    Bonus
    $0 + $21,674 related
    Other
    $0 + $1,826 related
    Deferred
    $0 + $15,762 related
    Nontaxable benefits
    $0 + $12,926 related
    Filer's total
    $0 + $205,190 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

The filer's explanations (Part III)

PART I, LINE 3
THE RELATED ORGANIZATION, MARY RUTAN HEALTH ASSOCIATION, DETERMINES EXECUTIVE COMPENSATION BASED ON USE OF A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE.

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.

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
31 October 2025
IRS schema version
2024v5.2
Source object
202503089349302600

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