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Nonprofiteer
← NOR LEA FOUNDATION INC

Form 990 for tax year 2022

Filed by NOR LEA FOUNDATION INC.

Totals

Total revenue
$210,930
Total expenses
$48,868
Contributions and grants received
$189,706
Grants paid
$23,578
Program service revenue
$0
Investment income
$28,554
Other revenue
-$7,330
Total assets, end of year
$1,247,183
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,247,183
Program services expenses (Part IX)
$42,940
Management and general expenses
$5,928
Fundraising expenses
$0
Program service expenses (Part III)
$42,940

Program services were 87.9% 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

    $50,998

  • 1f · All other contributions, gifts and grants

    $138,708

  • 1g · Noncash contributions included above

    $11,289

  • 3 · Investment income

    total $28,554 · excluded $28,554

  • 8a · Fundraising events: gross income

    $0

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

    $50,998

  • 8b · Fundraising events: direct expenses

    $7,330

  • 8c · Net income from fundraising events

    total -$7,330 · excluded -$7,330

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,205 · program services $7,205

  • 2 · Grants to domestic individuals

    total $16,373 · program services $16,373

  • 11c · Fees: accounting

    total $5,312 · management and general $5,312

  • 13 · Office expenses

    total $616 · management and general $616

  • 24a · Other expenses: DONOR RECOGNITION SUPPL

    total $13,656 · program services $13,656

  • 24b · Other expenses: FUND SPONSORSHIP SUPPLI

    total $5,706 · program services $5,706

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $280,020 · end of year $236,520

  • 2 · Savings and temporary cash investments

    beginning of year $800,000 · end of year $1,000,000

  • 8 · Inventories for sale or use

    beginning of year $4,183 · end of year $6,175

  • 15 · Other assets

    beginning of year $918 · end of year $4,488

  • 27 · Net assets without donor restrictions

    beginning of year $719,214 · end of year $842,221

  • 28 · Net assets with donor restrictions

    beginning of year $365,907 · end of year $404,962

Mission and programs · 2022

Mission

THE NOR-LEA FOUNDATION'S MISSION IS TO PROVIDE OR GENERATE FUNDING AND RESOURCES FOR DISTANT FUTURE IMPROVEMENTS OF THE DISTRICT'S FACILITIES AND TO PROVIDE SUSTAINABILITY FOR THE FUTURE OF THE NOR-LEA HOSPITAL DISTRICT.

Activities or mission (Part I)

TO PROVIDE A HEALING TOUCH, GENEROUS HAND, CARING SERVICES AND COMMUNITY WELLNESS TO NOR-LEA HOSPITAL DISTRICT AND ITS PATIENTS, SUPPORTERS AND COMMUNITY.

  • THROUGH THE GENEROSITY AND COMMITMENT OF OUR SUPPORTERS, THE NOR-LEA FOUNDATION IS DEDICATED TO PROVIDING VITAL SUPPORT TO NOR-LEA PATIENTS, THE NOR-LEA HOSPITAL DISTRICT, AND THE COMMUNITIES WE SERVE. IT IS THE MISSION OF THE NOR-LEA FOUNDATION TO PROVIDE A HEALING TOUCH, GENEROUS HAND, CARING SERVICE AND COMMUNITY WELLNESS TO THE NOR-LEA HOSPITAL DISTRICT AND ITS PATIENTS, SUPPORTERS, AND COMMUNITY. THE FOUNDATION WILL ALWAYS EXIST TO ASSIST THE NOR-LEA HOSPITAL DISTRICT IN THE PROVISION OF QUALITY, COMPASSIONATE HEALTH CARE IN ORDER TO RAISE THE STANDARD OF CARE AND WELLNESS IN LEA COUNTY AND SURROUNDING COMMUNITIES.

    Expenses $42,940 · Grants $23,578

As filed on the 2022 return.

Listed in Part VII

  • DAVID SHAW

    BOARD MEMBER

    Total calculated
    $406,529
    From this org
    $0
    From related orgs
    $386,383
    Other
    $20,146
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $386,383 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,146 related
    Filer's total
    $0 + $406,529 related

  • ALLYSON ROBERTS

    SECRETARY/TREASURER

    Total calculated
    $242,428
    From this org
    $0
    From related orgs
    $210,001
    Other
    $32,427
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,001 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,644 related
    Nontaxable benefits
    $0 + $23,783 related
    Filer's total
    $0 + $242,428 related

  • CONNIE CROW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JENNA DECKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MISTY HEIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SAM SPENCER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • PAM LACKEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

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

None.

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)

FORM 990, SCHEDULE J, PART I, LINE 3
ALLYSON ROBERTS AND DAVID SHAW ARE PAID BY THE RELATED ORGANIZATION. THE RELATED ORGANIZATION DETERMINES THE AMOUNT OF COMPENSATION, AND THE REPORTING ORGANIZATION DOES NOT COMPENSATE THESE INDIVIDUALS.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
7 March 2024
IRS schema version
2022v5.0
Source object
202440679349300629

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