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Nonprofiteer
← Rappahannock General Hospital Foundation Inc

Form 990 for tax year 2023

Filed by Rappahannock General Hospital Foundation Inc.

Totals

Total revenue
$99,768
Total expenses
$2,897,622
Contributions and grants received
$0
Grants paid
$2,897,622
Program service revenue
$0
Investment income
$99,768
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$2,897,622
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,897,622

Program services were 100.0% 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.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $47,532 · excluded $47,532

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $52,236

  • 7c · Gain or loss

    securities $52,236 · other assets $0

  • 7d · Net gain or loss

    total $52,236 · excluded $52,236

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,897,622 · program services $2,897,622

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,532,852 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $3,711,753 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $919,206 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $3,342,253 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $983,146 · end of year $0

Mission and programs · 2023

Mission

THE RAPPAHANNOCK GENERAL HOSPITAL FOUNDATION IS A NOT FOR PROFIT CORPORATION ESTABLISHED FOR THE BENEFIT AND SUPPORT OF RAPPAHANNOCK GENERAL HOSPITAL. ITS PURPOSE IS TO ASSIST THE HOSPITAL IN ACCOMPLISHING ITS MISSION THROUGH THE ACQUISITION, MANAGEMENT, AND DISBURSEMENT OF PHILANTHROPIC ASSETS INCLUDING ENDOWMENT AND BY BUILDING SUPPORT FOR THE HOSPITAL WITHIN THE COMMUNITY. IT IS TO RECEIVE CHARITABLE GIFTS TO BE USED FOR MAINTAINING AND IMPROVING THE SERVICES AND PROGRAMS OF RAPPAHANNOCK GENERAL HOSPITAL.

Activities or mission (Part I)

FUNDRAISING AND GRANT MAKING ORGANIZATION.

  • BON SECOURS RAPPAHANNOCK GENERAL FOUNDATION HAS BEEN ACTIVELY INVOLVED IN HELPING BON SECOURS RAPPAHANNOCK GENERAL HOSPITAL FULFILL ITS MISSION OF PROVIDING COMPASSIONATE AND INNOVATIVE HEALTHCARE.

    Expenses $2,897,622 · Grants $2,897,622

As filed on the 2023 return.

Listed in Part VII

  • Devon Henry

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.5

  • Linda Rigsby ESQ

    Chairman

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Patrick Collins

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Rosann Bocciarelli Esq

    Secretary

    Total calculated
    $0
    Hours/week
    0.5

  • Adrienne G Burrus

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Amy Roberts

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Andrew Burrichter

    Board Member, VP Mission

    Total calculated
    $209,657
    From this org
    $0
    From related orgs
    $187,543
    Other
    $22,114
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,096 related
    Bonus
    $0 + $17,851 related
    Other
    $0 + $31,596 related
    Deferred
    $0 + $2,458 related
    Nontaxable benefits
    $0 + $19,656 related
    Filer's total
    $0 + $209,657 related

  • Brenda Eggleston

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Brian Yanofchick

    Chief Sponsorship Officer

    Total calculated
    $538,075
    From this org
    $0
    From related orgs
    $524,623
    Other
    $13,452
    Hours/week
    2.5 + 47.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,002 related
    Bonus
    $0 + $89,249 related
    Other
    $0 + $130,372 related
    Deferred
    $0 + $3,150 related
    Nontaxable benefits
    $0 + $10,302 related
    Filer's total
    $0 + $538,075 related

  • Bryon Wall

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Claudia Biegler

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Clay Reynolds

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Corbin Rankin

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Corey Nesmith

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Craig Kelly

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Ec Wilton

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Julia E Cowgill

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Kathleen B Barrett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Kyle Woolfolk Jr

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Linda Seeman PHD

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Marilyn WEST

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Mary Rotert

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Michael S Kennedy

    BOARD MEMBER (End 12/23)

    Total calculated
    $0
    Hours/week
    0.5

  • Nathan Frost

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Richard Bennett

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 5 related

  • Sargeant Reynolds Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Scott Carreras

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Susan Durlak

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Teresa Mueller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Thomas Sokol

    Board Member

    Total calculated
    $0
    Hours/week
    0.5

  • Ann Carpin

    President, Richmond Foundation

    Total calculated
    $313,250
    From this org
    $0
    From related orgs
    $255,656
    Other
    $57,594
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,651 related
    Bonus
    $0 + $39,346 related
    Other
    $0 + $48,659 related
    Deferred
    $0 + $36,482 related
    Nontaxable benefits
    $0 + $21,112 related
    Filer's total
    $0 + $313,250 related

  • Michael Lutes

    President/CEO - Richmond

    Total calculated
    $1,199,657
    From this org
    $0
    From related orgs
    $921,428
    Other
    $278,229
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $657,911 related
    Bonus
    $0
    Other
    $0 + $263,517 related
    Deferred
    $0 + $247,088 related
    Nontaxable benefits
    $0 + $31,141 related
    Filer's total
    $0 + $1,199,657 related

  • William Kusnierz

    CFO - RICHMOND

    Total calculated
    $592,788
    From this org
    $0
    From related orgs
    $548,124
    Other
    $44,664
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,672 related
    Bonus
    $0 + $95,437 related
    Other
    $0 + $89,015 related
    Deferred
    $0 + $34,700 related
    Nontaxable benefits
    $0 + $9,964 related
    Filer's total
    $0 + $592,788 related

  • Paul Smith

    Former Interim President - Richmond

    Total calculated
    $2,430,814
    From this org
    $0
    From related orgs
    $2,417,550
    Other
    $13,264
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $261,300 related
    Other
    $0 + $2,156,250 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,264 related
    Filer's total
    $0 + $2,430,814 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
Bon Secours Mercy Health, Inc., a related organization of the filing organization, uses the following to establish the compensation of the organization's CEO/Executive Director: Compensation Committee Independent Compensation Consultant Written Employment Contract Compensation Survey or Study Approval by the Board or Compensation Committee
Schedule J, Part I, Line 4a Severance or change-of-control payment
Severance Benefits consisting of continuation of base salary and insurance benefits were provided to listed individuals for specified periods. The listed individuals executed releases and waivers of claims in exchange for the severance benefits. Salary continuation amounts provided during the reporting year to listed individuals were as follows: Paul Smith, $840,326.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The Bon Secours Mercy Health System SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: William Kusnierz, $30,837; Ann Carpin, $15,941; Michael Lutes, $0; Paul Smith, $547,809; Brian Yanofchick, $34,000.

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.

  • Broad64 Imaging LLC

    N/A · Imaging Services · VA

    Directly controlled by NA

  • Memorial Ambulatory Surgery Center LLC

    N/A · Ambulatory Surgery Center · VA

    Directly controlled by NA

  • Richmond Radiation Oncology Center I LLC

    N/A · Radiation Oncology Services · VA

    Directly controlled by NA

  • RI LP

    N/A · Imaging Services · VA

    Directly controlled by NA

  • Chesterfield Community Healthcare MOB I LLC

    N/A · Real Estate · VA

    Directly controlled by NA

  • St Mary's MRI Center LP

    N/A · Imaging Services · VA

    Directly controlled by NA

  • Harbour View MOB 2 LLC

    N/A · Real Estate · VA

    Directly controlled by NA

  • Lourdes Ambulatory Surgery Center LLC

    N/A · Surgery Center · KY

    Directly controlled by NA

  • Community Mercy Home Care Services of Springfield LLC

    N/A · Home Care · OH

    Directly controlled by NA

  • Urologic Oncology of Mahoning Valley LLC

    N/A · Radiation Therapy · OH

    Directly controlled by NA

  • Mercy Health Rehabilitation Hospital LLC

    N/A · Rehabilitation Services · OH

    Directly controlled by NA

  • Mercy Health Behavioral Hospital LLC

    N/A · Behavioral Health Services · OH

    Directly controlled by NA

  • Waterville Medical Center LLC

    N/A · Real Estate · OH

    Directly controlled by NA

  • Vascular Institute of Northwest Ohio LLC

    N/A · Surgery Center · OH

    Directly controlled by NA

  • West Central Ohio Group Ltd

    N/A · Orthopedic Hospital · OH

    Directly controlled by NA

  • Bon Secours Place at St Petersburg LLP

    N/A · Assisted Living/Senior Care · FL

    Directly controlled by NA

  • Bon Secours Apartments Consolidated GP LLC

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments Consolidated LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments II LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments III LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Apartments LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Benet House LLC

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Benet House LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Chesapeake Apartments LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Gibbons Apartments LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours New Shiloh II Limited Partnership

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Shiloh LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Smallwood Summit LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Wayland LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Liberty Senior Housing LP

    N/A · Low Income Housing · MD

    Directly controlled by NA

  • Lowcountry Surgery Center LLC dba Roper St Francis Eye Center

    N/A · Ambulatory Surgery Center · SC

    Directly controlled by NA

  • BON SECOURS MERCY HEALTH INNOVATIONS LLC

    N/A · BUSINESS DEVELOPMENT · OH

    Directly controlled by NA

  • Nordic Holdings LLC

    N/A · Holding company · DE

    Directly controlled by NA

  • Catherine JV LLC

    N/A · Holding company · DE

    Directly controlled by NA

  • BSMH-CSP Surgical Ventures LLC

    N/A · Holding company · SC

    Directly controlled by NA

  • BSMH-CSP SV DE LLC

    N/A · Holding company · DE

    Directly controlled by NA

  • Strive BSMH LLC

    N/A · Holding company · SC

    Directly controlled by NA

Related corporations and trusts

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

  • BON SECOURS MERCY HEALTH INSURANCE COMPANY (SPC) LTD

    C Corporation · SELF-INSURANCE · CJ

    Directly controlled by NA

  • Bon Secours - Venice Healthcare Corporation

    C Corporation · Inactive · FL

    Directly controlled by NA

  • MERCY HEALTH VENTURES INC

    C Corporation · DIVERSIFIED ACTIVITIES · OH

    Directly controlled by NA

  • Bon Secours-Virginia Healthsource Inc

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • Richmond Radiation Oncology Center Inc

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • Ironbridge Assisted Living Retirement Community LC

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • Richmond MRI Inc

    C Corporation · Medical Services · VA

    Directly controlled by NA

  • Chesterfield Community Healthcare Center Inc

    C Corporation · Ambulatory Healthcare Services · VA

    Directly controlled by NA

  • RHS Management Corp

    C Corporation · Independent Living Facility · VA

    Directly controlled by NA

  • Professional Health Care Management Services Inc

    C Corporation · Administrative · VA

    Directly controlled by NA

  • Maryview Building Corporation

    C Corporation · Administrative · VA

    Directly controlled by NA

  • Bon Secours - Tidewater Diversified Inc

    C Corporation · Pharmacy · VA

    Directly controlled by NA

  • OSF Inc

    C Corporation · Rental · VA

    Directly controlled by NA

  • Harbour View Station West Mixed-Use Property Owners Association Inc

    C Corporation · REAL PROPERTY MGMNT · VA

    Directly controlled by NA

  • NORTHPARKE MEDICAL COMMONS CONDO ASSN

    C Corporation · REAL PROPERTY MGMNT · OH

    Directly controlled by NA

  • RALPH EWE TRUST

    Trust · BENEFICIAL TRUST · NY

    Directly controlled by NA

  • ELIZABETH HINES CATES TRUST

    Trust · BENEFICIAL TRUST · OH

    Directly controlled by NA

  • WILLIS PARK TRUST

    Trust · BENEFICIAL TRUST · OH

    Directly controlled by NA

  • ERMA GIBSON BALDWIN TRUST

    Trust · BENEFICIAL TRUST · OH

    Directly controlled by NA

  • MCAULEY MANAGEMENT SERVICES INC

    C Corporation · PROPERTY RENTAL · OH

    Directly controlled by NA

  • LIMA MEDICAL SUPPLIES INC

    C Corporation · MEDICAL EQUIPMENT · OH

    Directly controlled by NA

  • COMMUNITY HEALTH PARTNERS ENTERPRISES INC

    C Corporation · HOLDING COMPANY · OH

    Directly controlled by NA

  • Optimum Health Network Inc

    C Corporation · Healthcare Services · SC

    Directly controlled by NA

  • Bon Secours-Florida Integrated Services Inc

    C Corporation · Holding Company/Assisted Living · FL

    Directly controlled by NA

  • Unity Housing Inc

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours Wayland LLC

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • Bon Secours New Shiloh II LLC

    C Corporation · Low Income Housing · MD

    Directly controlled by NA

  • HEALTHSPAN INC

    C Corporation · INSURANCE · OH

    Directly controlled by NA

  • HEALTHSPAN SOLUTIONS INC

    C Corporation · CONSULTING · OH

    Directly controlled by NA

  • HEALTHCARE SERVICES AND SUPPORT

    C Corporation · HEALTHCARE SERVICES · OH

    Directly controlled by NA

  • HealthSpan Partners Innovations Inc

    C Corporation · HEALTHCARE SERVICES · OH

    Directly controlled by NA

  • Barringtons Hospital Limited

    C Corporation · Hospital · EI

    Directly controlled by NA

  • Bon Secours Hospital Limerick Dev Co Limited

    C Corporation · REAL PROPERTY MGMNT · EI

    Directly controlled by NA

  • Bon Secours New York Housing Development Fund Corporation

    C Corporation · Low Income Housing · NY

    Directly controlled by NA

  • CareAlliance Medical Services Corporation

    C Corporation · Inactive · SC

    Directly controlled by NA

  • Bon Secours Mercy Health Innovations Inc

    C Corporation · Holding Company · OH

    Directly controlled by NA

  • Nordic Consulting Group Incorporated

    C Corporation · Holding Company · DE

    Directly controlled by NA

  • Nordic Consulting Partners Inc

    C Corporation · Healthcare Consulting · WI

    Directly controlled by NA

  • S & P Consultants Inc

    C Corporation · Healthcare Consulting · MA

    Directly controlled by NA

  • Healthtech Inc

    C Corporation · Healthcare Consulting · CA

    Directly controlled by NA

  • Tasman Global Holdings BV

    C Corporation · Healthcare Consulting · NL

    Directly controlled by NA

  • Tasman Global Healthcare Ireland Limited

    C Corporation · Healthcare Consulting · EI

    Directly controlled by NA

  • Tasman Global Singapore Pte Ltd

    C Corporation · Healthcare Consulting · SN

    Directly controlled by NA

  • Tasman Group LLC

    C Corporation · Healthcare Consulting · VA

    Directly controlled by NA

  • Tasman Group Limited

    C Corporation · Healthcare Consulting · UK

    Directly controlled by NA

  • Hygeian Consulting Ltd

    C Corporation · Healthcare Consulting · UK

    Directly controlled by NA

  • Tasman Global Switzerland GmbH

    C Corporation · Healthcare Consulting · SZ

    Directly controlled by NA

  • Tasman Global Norway AS

    C Corporation · Healthcare Consulting · NO

    Directly controlled by NA

  • Nordic Philippines Technology Solutions Inc

    C Corporation · Healthcare Consulting · RP

    Directly controlled by NA

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $1,903,191. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202413119349302846

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