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Nonprofiteer
← SUN RIVER HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by SUN RIVER HEALTH FOUNDATION.

Totals

Total revenue
$476,950
Total expenses
$394,430
Contributions and grants received
$589,610
Grants paid
$105,399
Program service revenue
$0
Investment income
$31,342
Other revenue
-$144,002
Total assets, end of year
$2,654,986
Total liabilities, end of year
$38,608
Net assets or fund balances, end of year
$2,616,378
Program services expenses (Part IX)
$105,399
Management and general expenses
$178,780
Fundraising expenses
$110,251
Program service expenses (Part III)
$105,399

Program services were 26.7% 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

    $334,653

  • 1f · All other contributions, gifts and grants

    $254,957

  • 3 · Investment income

    total $31,308 · excluded $31,308

  • 7a · Gross sales of assets other than inventory

    securities $21,732

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

    securities $21,698

  • 7c · Gain or loss

    securities $34

  • 7d · Net gain or loss

    total $34 · excluded $34

  • 8a · Fundraising events: gross income

    $73,440

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

    $334,653

  • 8b · Fundraising events: direct expenses

    $217,442

  • 8c · Net income from fundraising events

    total -$144,002 · excluded -$144,002

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $105,399 · program services $105,399

  • 11a · Fees: management

    total $28,185 · management and general $2,819 · fundraising $25,366

  • 11c · Fees: accounting

    total $12,865 · management and general $12,865

  • 11g · Fees: other

    total $160,847 · management and general $136,835 · fundraising $24,012

  • 13 · Office expenses

    total $48,650 · management and general $9,414 · fundraising $39,236

  • 17 · Travel

    total $8,800 · management and general $5,906 · fundraising $2,894

  • 24a · Other expenses: OPERATIONS SUPPLIES

    total $14,936 · management and general $1,343 · fundraising $13,593

  • 24b · Other expenses: EQUIPMENT RENTAL

    total $3,150 · fundraising $3,150

  • 24e · All other expenses

    total $11,598 · management and general $9,598 · fundraising $2,000

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,545,431 · end of year $1,625,679

  • 4 · Accounts receivable

    beginning of year $9,968

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,495

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

    $38,480

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

    $38,480

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $882,929 · end of year $1,029,307

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,000 · end of year $16,352

  • 25 · Other liabilities

    beginning of year $24,726 · end of year $22,256

  • 27 · Net assets without donor restrictions

    beginning of year $1,808,907 · end of year $2,003,998

  • 28 · Net assets with donor restrictions

    beginning of year $595,190 · end of year $612,380

Mission and programs · 2023

Mission

TO SUPPORT SUN RIVER HEALTH, INC. IN ACTIVITIES DESIGNED TO STABILIZE AND IMPROVE THE HEALTH AND LIVES OF ELDERLY AND LOWER INCOME PEOPLE IN THE HEALTH SERVICE AREA AND OTHER ACTIVITIES AUTHORIZED BY THE CORPORATION'S CERTIFICATE OF INCORPORATION.

Activities or mission (Part I)

SUN RIVER HEALTH FOUNDATION IS A RECOGNIZED 501(C)(3) PUBLIC CHARITY AND SUPPORTS THE ACTIVITIES AND GOALS OF SUN RIVER HEALTH, INC. A RECOGNIZED 501(C)(3) PUBLIC CHARITY THAT PROVIDES PRIMARY CARE SERVICES TO THE LOCAL COMMUNITY.

  • TO RAISE FUNDS TO SUPPORT SUN RIVER HEALTH, INC.

    Expenses $105,399 · Grants $105,399

As filed on the 2023 return.

Listed in Part VII

  • Andrew S Richter

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5

  • Bryan Paz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Carmen Chinea

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • John Russel

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Lori Perro

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Lynn Richmond

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Pallavi Garg

    OUTGOING BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Thomas Kennedy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5

  • Anne K Nolon

    PRESIDENT & CEO

    Total calculated
    $0
    Hours/week
    0.5

  • James Sinkoff

    DEO & CFO

    Total calculated
    $0
    Hours/week
    0.5

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

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202443209349300624

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