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Nonprofiteer
← ANMED HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by ANMED HEALTH FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 14 November 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Those are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$2,645,842
Total expenses
$3,170,293
Contributions and grants received
$2,639,466
Grants paid
$2,875,742
Program service revenue
$0
Investment income
$0
Other revenue
$6,376
Total assets, end of year
$5,272,022
Total liabilities, end of year
$2,862,624
Net assets or fund balances, end of year
$2,409,398
Program services expenses (Part IX)
$3,038,155
Management and general expenses
$66,069
Fundraising expenses
$66,069
Program service expenses (Part III)
$3,038,155

Program services were 95.8% 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

    $222,853

  • 1f · All other contributions, gifts and grants

    $2,416,613

  • 8a · Fundraising events: gross income

    $133,683

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

    $222,853

  • 8b · Fundraising events: direct expenses

    $127,307

  • 8c · Net income from fundraising events

    total $6,376 · excluded $6,376

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,528,751 · program services $2,528,751

  • 2 · Grants to domestic individuals

    total $346,991 · program services $346,991

  • 7 · Other salaries and wages

    total $225,368 · program services $112,684 · management and general $56,342 · fundraising $56,342

  • 9 · Other employee benefits

    total $38,909 · program services $19,455 · management and general $9,727 · fundraising $9,727

  • 11g · Fees: other

    total $12,955 · program services $12,955

  • 13 · Office expenses

    total $17,192 · program services $17,192

  • 16 · Occupancy

    total $127 · program services $127

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,118,009 · end of year $5,259,937

  • 15 · Other assets

    beginning of year $12,085 · end of year $12,085

  • 25 · Other liabilities

    beginning of year $5,196,245 · end of year $2,862,624

  • 27 · Net assets without donor restrictions

    beginning of year -$2,650,164 · end of year -$2,830,269

  • 28 · Net assets with donor restrictions

    beginning of year $5,584,013 · end of year $5,239,667

Mission and programs · 2022

Mission

THE MISSION OF THE ANMED HEALTH FOUNDATION IS TO INSPIRE GENEROUS CHARITABLE GIVING THAT STRENGTHENS AND SUSTAINS EXCELLENT HEALTHCARE THROUGH THE ANMED HEALTH SYSTEM WITH THE VISION TO ENDOW THE FUTURE OF THE ANMED HEALTH SYSTEM.

Activities or mission (Part I)

EDUCATE TO INSPIRE PHILANTHROPIC GIVING TO FINANCIALLY SUPPORT PROGRAMS AND SERVICES OF ANMED HEALTH

  • THE ANMED HEALTH FOUNDATION WAS ORGANIZED TO PROVIDE FINANCIAL SUPPORT FOR ANMED HEALTH TO MEET THE NEEDS OF THE COMMUNITY. SEE SCHEDULE O FOR HIGHLIGHTS. PROGRAM SERVICE ACCOMPLISHMENTS: THE ORGANIZATION DIRECTS CONTRIBUTIONS RECEIVED TO VITAL PROGRAMS THAT ASSIST OUR COMMUNITY IN THE FOLLOWING WAYS:1. OFFER FINANCIAL ASSISTANCE TO PATIENTS DISCHARGED FROM THE HOSPITAL WITHOUT ABILITY TO PAY FOR NEEDED MEDICATIONS. 2. BRING MEDICAL SCREENINGS AND INFORMATION TO COMMUNITIES THROUGHOUT OUR REGION.3. PROVIDE PREVENTIVE AND WELLNESS CARE TO PROMOTE THE OVERALL WELL-BEING OF PEOPLE IN THE ANMED HEALTH SERVICE AREA.4. DELIVER SPECIALIZED THERPY TO IMPROVE THE LIVES OF CHILDREN DEVELOPMENTAL DELAYS AND DISORDERS.5. PROVIDE A PERSONAL EMERGENCY RESPONSE SERVICE FOR ELDERLY AND DISABLED INDIVIDUALS THAT CANNOT AFFORD THE SERVICE ON THEIR OWN.6. PROVIDE SCREENING MAMMOGRAMS TO UNINSURED WOMEN.

    Expenses $3,038,155 · Grants $2,875,742

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

Listed in Part VII

  • Stoney Abercrombie

    DIRECTOR

    Total calculated
    $106,466
    From this org
    $0
    From related orgs
    $105,412
    Other
    $1,054
    Hours/week
    1 + 49 related

  • George Acker

    AH VICE CHAIR EX OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Dr Bob Austin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ala Chappelear

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Annette Guiseppi-Elie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Butch Hughes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chris Hurley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David King

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lee Luff

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Karen Mak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Miller

    DIRECTOR

    Total calculated
    $116,348
    From this org
    $0
    From related orgs
    $116,348
    Other
    $0
    Hours/week
    1

  • Angi Patrick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marshall Pickens III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Terence Roberts

    AH CHAIR EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Dr Michael Seemuller

    DIRECTOR

    Total calculated
    $417,399
    From this org
    $0
    From related orgs
    $379,658
    Other
    $37,741
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,901 related
    Bonus
    $0 + $1,650 related
    Other
    $0 + $91,107 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $28,591 related
    Filer's total
    $0 + $417,399 related

  • Greg Shore

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Trey Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Maril Yeske

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • William Kenley

    EX-OFFICIO / CEO AH

    Total calculated
    $1,561,042
    From this org
    $0
    From related orgs
    $1,217,466
    Other
    $343,576
    Hours/week
    3 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $834,232 related
    Bonus
    $0 + $378,102 related
    Other
    $0 + $5,132 related
    Deferred
    $0 + $312,459 related
    Nontaxable benefits
    $0 + $31,117 related
    Filer's total
    $0 + $1,561,042 related

  • Tim Self

    EXECUTIVE DIRECTOR

    Total calculated
    $200,497
    From this org
    $0
    From related orgs
    $172,144
    Other
    $28,353
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $152,325 related
    Bonus
    $0 + $19,060 related
    Other
    $0 + $759 related
    Deferred
    $0 + $26,808 related
    Nontaxable benefits
    $0 + $1,545 related
    Filer's total
    $0 + $200,497 related

  • Sonya Gould

    CHIEF FINANCIAL OFFICER

    Total calculated
    $306,979
    From this org
    $0
    From related orgs
    $261,229
    Other
    $45,750
    Hours/week
    4 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,493 related
    Bonus
    $0 + $25,322 related
    Other
    $0 + $2,414 related
    Deferred
    $0 + $41,751 related
    Nontaxable benefits
    $0 + $3,999 related
    Filer's total
    $0 + $306,979 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
COMPENSATION PAID TO OFFICERS THE ANMED HEALTH FOUNDATION WAS PAID BY ANMED HEALTH, A RELATED ORGANIZATION. ANMED HEALTH UTILIZED THE FOLLOWING METHODS TO DETERMINE APPROPRIATE COMPENSATION FOR THE TOP EXECUTIVE OFFICER AND CERTAIN OTHER OFFICERS THAT HAD INFLUENCE OVER THE FOUNDATION'S ACTIVITIES: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACTS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING INDIVIDUALS PARTICIPATE IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN. PARTICIPANTS IN THE PLAN DEFER AMOUNTS TO BE PAID IN A SUBSEQUENT YEAR BASED ON MEETING METRICS/GOALS. THE AMOUNTS DEFERRED UNDER THIS PLAN IN 2021 ARE AS FOLLOWS: TIM SELF - $22,578 SONYA GOULD - $35,899 WILLIAM KENLEY - $300,609 WILLIAM KENLEY PARTICIPATED IN A CAPEX LIFE INSURANCE PLAN DURING THE YEAR.

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

  • ANMED HEALTH

    $2,528,751

    AH MEDICAL EDUCATION OPERATIONS AND CAPITAL EXPENSES

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.

  • ANMED HEALTH ENTERPRISES INC

    C · HOLDING CORPORATION · SC

  • ANMED HEALTH PLAN INC

    C · MANAGEMENT SERVICES ORGANIZATION · SC

  • ANMED HEALTH SERVICES INC

    C · HEALTHCARE · SC

  • PIEDMONT HEALTH PARTNERS

    C · HEALTHCARE · SC

Provenance

Return type
form_990
Tax year
2022
Filed
13 December 2023
IRS schema version
2022v5.0
Source object
202440789349300214

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