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← EVERGREENHEALTH MONROE FOUNDATION

Form 990 for tax year 2023

Filed by EVERGREENHEALTH MONROE FOUNDATION.

Totals

Total revenue
$403,974
Total expenses
$402,117
Contributions and grants received
$314,503
Grants paid
$391,248
Program service revenue
$0
Investment income
$45,839
Other revenue
$43,632
Total assets, end of year
$1,307,038
Total liabilities, end of year
$5,868
Net assets or fund balances, end of year
$1,301,170
Program services expenses (Part IX)
$397,583
Management and general expenses
$4,534
Fundraising expenses
$0
Program service expenses (Part III)
$397,583

Program services were 98.9% 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

    $102,755

  • 1f · All other contributions, gifts and grants

    $211,748

  • 1g · Noncash contributions included above

    $29,555

  • 3 · Investment income

    total $45,839 · excluded $45,839

  • 8a · Fundraising events: gross income

    $108,484

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

    $102,755

  • 8b · Fundraising events: direct expenses

    $67,030

  • 8c · Net income from fundraising events

    total $41,454 · excluded $41,454

  • 11a · Other revenue: GIFT SHOP (NET OF EXP)

    total $2,178 · excluded $2,178

  • 11e · Other revenue, total

    $2,178

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $391,248 · program services $391,248

  • 11f · Fees: investment management

    total $2,753 · program services $2,753

  • 11g · Fees: other

    total $196 · management and general $196

  • 12 · Advertising and promotion

    total $544 · management and general $544

  • 24a · Other expenses: MERCHANT & INVEST FEES

    total $2,983 · program services $2,633 · management and general $350

  • 24b · Other expenses: DONOR DEVELOPMENT

    total $1,344 · management and general $1,344

  • 24c · Other expenses: DONOR RECOGNITION

    total $974 · management and general $974

  • 24d · Other expenses: LOSS ON PLEDGES

    total $815 · program services $815

  • 24e · All other expenses

    total $1,260 · program services $134 · management and general $1,126

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $414,467 · end of year $425,153

  • 2 · Savings and temporary cash investments

    beginning of year $425,081 · end of year $432,838

  • 3 · Pledges and grants receivable

    beginning of year $71,781 · end of year $46,244

  • 8 · Inventories for sale or use

    beginning of year $552

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,500

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

    $3,751

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

    $3,751

  • 11 · Investments: publicly traded securities

    beginning of year $348,650 · end of year $402,803

  • 25 · Other liabilities

    beginning of year $5,431 · end of year $5,868

  • 27 · Net assets without donor restrictions

    beginning of year $908,950 · end of year $1,301,170

  • 28 · Net assets with donor restrictions

    beginning of year $348,650

Mission and programs · 2023

Mission

ENHANCING THE QUALITY OF LIFE IN OUR COMMUNITY BY PROVIDING ACCESSIBLE HEALTH CARE SERVICES KNOWN FOR EXCELLENCE, QUALITY, VALUE, A HEALING ENVIRONMENT AND CARING RELATIONSHIPS.

  • SUPPORT PROGRAMS AT EVERGREEN HEALTH MONROE

    Expenses $397,583 · Grants $391,248

As filed on the 2023 return.

Listed in Part VII

  • Blake Vintertun

    DIRECTOR

    Total calculated
    $0
    Hours/week
    40

  • Petra Dungan

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Bridgett Edgar

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Torri Howard

    VICE CHAIRMA

    Total calculated
    $0
    Hours/week
    2

  • Stacy Morse

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Scot Noel

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    2

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.

Grants on this return

  • EVERGREENHEALTH MONROE

    $391,248

    HOSPITAL SUPPORT

Provenance

Return type
form_990
Tax year
2023
Filed
1 October 2024
IRS schema version
2023v5.0
Source object
202432759349301388

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