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← ANDERSON HOSPITAL FOUNDATION

Form 990 for tax year 2023

Filed by ANDERSON HOSPITAL FOUNDATION.

Totals

Total revenue
$628,467
Total expenses
$300,972
Contributions and grants received
$483,060
Grants paid
$150,000
Program service revenue
$0
Investment income
$249,468
Other revenue
-$104,061
Total assets, end of year
$8,347,676
Total liabilities, end of year
$66,066
Net assets or fund balances, end of year
$8,281,610
Program services expenses (Part IX)
$150,000
Management and general expenses
$295
Fundraising expenses
$150,677
Program service expenses (Part III)
$150,000

Program services were 49.8% 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

    $253,733

  • 1f · All other contributions, gifts and grants

    $229,327

  • 3 · Investment income

    total $184,269 · excluded $184,269

  • 7a · Gross sales of assets other than inventory

    securities $65,199

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

    securities $0

  • 7c · Gain or loss

    securities $65,199

  • 7d · Net gain or loss

    total $65,199 · excluded $65,199

  • 8a · Fundraising events: gross income

    $62,466

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

    $253,733

  • 8b · Fundraising events: direct expenses

    $166,527

  • 8c · Net income from fundraising events

    total -$104,061 · excluded -$104,061

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $150,000 · program services $150,000

  • 7 · Other salaries and wages

    total $88,673 · fundraising $88,673

  • 9 · Other employee benefits

    total $21,296 · fundraising $21,296

  • 11f · Fees: investment management

    total $20,296 · fundraising $20,296

  • 11g · Fees: other

    total $9,968 · fundraising $9,968

  • 13 · Office expenses

    total $295 · management and general $295

  • 22 · Depreciation, depletion and amortization

    total $2,324 · fundraising $2,324

  • 24a · Other expenses: OTHER EXPENSES

    total $7,377 · fundraising $7,377

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $743 · fundraising $743

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $57,987 · end of year $173,013

  • 2 · Savings and temporary cash investments

    beginning of year $1,781 · end of year $1,180

  • 11 · Investments: publicly traded securities

    beginning of year $7,107,588 · end of year $8,173,483

  • 17 · Accounts payable and accrued expenses

    beginning of year $40,574 · end of year $22,011

  • 25 · Other liabilities

    beginning of year $11,110 · end of year $44,055

  • 27 · Net assets without donor restrictions

    beginning of year $7,115,672 · end of year $8,281,610

Mission and programs · 2023

Mission

ANDERSON HOSPITAL FOUNDATION PROVIDES FUNDING FOR ANDERSON HOSPITAL CAPITAL IMPROVEMENTS TO ADDRESS EXCELLENCE IN HEALTHCARE AND WELLNESS SERVICES IN PARTNERSHIP WITH THE COMMUNITIES IT SERVES.

Activities or mission (Part I)

THE FOUNDATION ESTABLISHES LONGEVITY OF A DONOR GIFT THROUGH DONATIONS FOR INVESTMENTS, PLANNED GIVING, GRANTS, MEMORIALS, BEQUESTS, NAMING RIGHTS, AND CAMPAIGNS

  • THE ORGANIZATION UNDERTAKES VARIOUS FUNDRAISING CAMPAIGNS AND SPECIAL EVENTS TO RAISE FUNDS TO SUPPORT THE HEALTH CARE ACTIVITIES OF ANDERSON HOSPITAL.

    Expenses $150,000 · Grants $150,000

As filed on the 2023 return.

Listed in Part VII

  • KEITH PAGE

    DIRECTOR

    Total calculated
    $670,541
    From this org
    $0
    From related orgs
    $560,441
    Other
    $110,100
    Hours/week
    5 + 38.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $552,284 related
    Bonus
    $0
    Other
    $0 + $8,157 related
    Deferred
    $0 + $89,703 related
    Nontaxable benefits
    $0 + $20,397 related
    Filer's total
    $0 + $670,541 related

  • MICHAEL MARSHALL

    TREASURER

    Total calculated
    $380,324
    From this org
    $0
    From related orgs
    $327,905
    Other
    $52,419
    Hours/week
    5 + 38.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,019 related
    Bonus
    $0
    Other
    $0 + $5,886 related
    Deferred
    $0 + $23,000 related
    Nontaxable benefits
    $0 + $29,419 related
    Filer's total
    $0 + $380,324 related

  • MAX EAKIN

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    4 + 0.25 related

  • JASON WEISS

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    4

  • JOANN BARTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • CORY DARR

    DIRECTOR (FROM 11/2023)

    Total calculated
    $0
    Hours/week
    4

  • JASON GEMINN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • NANCY SANDERS LEAVAULT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • JOSEPH NEWMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • LENDELL PHELPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4 + 0.25 related

  • MARK SHASHEK

    SECRETARY

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • JEFF WESTERHOLD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    4

  • PATRICK GARVEY

    ANDERSON HEALTHCARE CFO

    Total calculated
    $109,214
    From this org
    $0
    From related orgs
    $103,223
    Other
    $5,991
    Hours/week
    0.25 + 38.75 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)

PART I, LINE 3
THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY ANDERSON HOSPITAL, A RELATED ENTITY.
PART I, LINE 4B
NAME: KEITH PAGE, DESCRIPTION: 2023 ANNUAL CONTRIBUTION, CURRENT YEAR AMOUNT: $9,515. PLAN DESCRIPTION: SECTION 457(F) PLAN OF RELATED ORGANIZATION NAME: MICHAEL MARSHALL, DESCRIPTION: 2023 ANNUAL CONTRIBUTION, CURRENT YEAR AMOUNT: $12,975. PLAN DESCRIPTION: SECTION 457(F) PLAN OF RELATED ORGANIZATION

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202433199349316013

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