Form 990 for tax year 2022
Filed by THE WILSON MEMORIAL HOSPITAL FOUNDATION.
Totals
- Total revenue
- $592,726
- Total expenses
- $582,155
- Contributions and grants received
- $334,465
- Grants paid
- $223,976
- Program service revenue
- $0
- Investment income
- $260,350
- Other revenue
- -$2,089
- Total assets, end of year
- $13,517,334
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $13,517,334
- Program services expenses (Part IX)
- $223,976
- Management and general expenses
- $185,082
- Fundraising expenses
- $173,097
- Program service expenses (Part III)
- $223,976
Program services were 38.5% 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
$54,780
-
1f · All other contributions, gifts and grants
$279,685
-
3 · Investment income
total $295,298 · excluded $295,298
-
7a · Gross sales of assets other than inventory
securities $519,793
-
7b · Less cost or other basis and sales expenses
securities $554,741
-
7c · Gain or loss
securities -$34,948
-
7d · Net gain or loss
total -$34,948 · excluded -$34,948
-
8a · Fundraising events: gross income
$10,600
-
8a · Fundraising events: contributions included on line 1c
$54,780
-
8b · Fundraising events: direct expenses
$12,689
-
8c · Net income from fundraising events
total -$2,089 · excluded -$2,089
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $220,976 · program services $220,976
-
2 · Grants to domestic individuals
total $3,000 · program services $3,000
-
7 · Other salaries and wages
total $185,082 · management and general $185,082
-
11g · Fees: other
total $70,968 · fundraising $70,968
-
12 · Advertising and promotion
total $908 · fundraising $908
-
13 · Office expenses
total $6,793 · fundraising $6,793
-
17 · Travel
total $49 · fundraising $49
-
24a · Other expenses: OTHER
total $71,409 · fundraising $71,409
-
24b · Other expenses: DUES & SUB.
total $22,970 · fundraising $22,970
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $320,970 · end of year $434,377
-
10a · Land, buildings and equipment: cost or other basis
$5,207
-
10b · Land, buildings and equipment: accumulated depreciation
$5,207
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $15,832,114 · end of year $13,082,957
-
15 · Other assets
beginning of year $5,792 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $9,847,966 · end of year $7,065,515
-
28 · Net assets with donor restrictions
beginning of year $6,310,910 · end of year $6,451,819
Mission and programs · 2022
Mission
SERVE THE CITIZENS OF SHELBY COUNTY AND SURROUNDING AREA THROUGH DISTRIBUTION OF FUNDS FOR CHARITABLE PURPOSES THROUGH SHELBY COUNTY MEMORIAL HOSPITAL
Activities or mission (Part I)
SERVE THE CITIZENS OF SHELBY COUNTY AND SURROUNDING AREA THROUGH DISTRIBUTION OF FUNDS FOR CHARITABLE PURPOSES THROUGH SHELBY COUNTY MEMORIAL HOSPITAL.
-
RAISE FUNDS TO SUPPORT WILSON MEMORIAL HOSPITAL BY HOLDING SPECIAL EVENTS DURING THE YEAR.
Expenses $223,976 · Grants $223,976
As filed on the 2022 return.
Listed in Part VII
-
Mickey A HamerMICKEY A HAMER
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Brandon F SimonBRANDON F SIMON
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Doug BorchersDOUG BORCHERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Zack BossletZACK BOSSLET
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
H Roger FulkH ROGER FULK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Mitchell HoyingMITCHELL HOYING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Matt HoyingMATT HOYING
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Josh KoltakJOSH KOLTAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mike LochardMIKE LOCHARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Keith SchnippelKEITH SCHNIPPEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marian SpicerMARIAN SPICER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kent WittKENT WITT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mark KlostermanMARK KLOSTERMAN
WMH CEO
- Total calculated
- $626,073
- From this org
- $0
- From related orgs
- $574,611
- Other
- $51,462
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $441,629 related
- Bonus
- $0 + $121,980 related
- Other
- $0 + $11,002 related
- Deferred
- $0 + $18,300 related
- Nontaxable benefits
- $0 + $33,162 related
- Filer's total
- $0 + $626,073 related
-
Dr Valerie SchulteDR VALERIE SCHULTE
TREASURER/SECRETARY PARTIAL YEAR
- Total calculated
- $42,299
- From this org
- $0
- From related orgs
- $39,946
- Other
- $2,353
- Hours/week
- 1 + 40 related
-
Karla YoungKARLA YOUNG
EXECUTIVE DIRECTOR
- Total calculated
- $126,954
- From this org
- $0
- From related orgs
- $119,350
- Other
- $7,604
- Hours/week
- 40
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
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
- A RELATED ORGANIZATION, WILSON MEMORIAL HOSPITAL, USED THE FOLLOWING METHODS TO DETERMINE THE COMPENSATION OF THE FOUNDATION'S EXECUTIVE DIRECTOR: -COMPENSATION COMMITTEE -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR 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
-
SPECIFIC PURPOSE DONATIONS
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.
-
SHELBY COUNTY MEMORIAL HOSPITAL DBA WILSON MEMORIAL HOSPITAL
501(C)(3) · PROVIDE HEALTHCARE SERVICES · OH
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.
-
SLEEP LAB LLC
SLEEP LAB STUDIES · OH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313199349316091
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