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Nonprofiteer
← ERIE FAMILY HEALTH FOUNDATION INC

Form 990 for tax year 2022

Filed by ERIE FAMILY HEALTH FOUNDATION INC.

Totals

Total revenue
$2,654,902
Total expenses
$2,662,845
Contributions and grants received
$2,616,705
Grants paid
$2,616,705
Program service revenue
$0
Investment income
$38,197
Other revenue
$0
Total assets, end of year
$7,269,994
Total liabilities, end of year
$7,182,987
Net assets or fund balances, end of year
$87,007
Program services expenses (Part IX)
$2,662,845
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,662,845

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.

  • 1f · All other contributions, gifts and grants

    $2,616,705

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $38,197 · excluded $38,197

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 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 $2,616,705 · program services $2,616,705

  • 11g · Fees: other

    total $12,130 · program services $12,130 · management and general $0 · fundraising $0

  • 20 · Interest

    total $34,010 · program services $34,010

  • 24e · All other expenses

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

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,840 · end of year $2,907

  • 4 · Accounts receivable

    beginning of year $2,485,262 · end of year $3,866,087

  • 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

  • 7 · Other notes and loans receivable

    beginning of year $3,401,000 · end of year $3,401,000

  • 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

  • 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

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $5,793,152 · end of year $7,182,987

  • 27 · Net assets without donor restrictions

    beginning of year $94,950 · end of year $87,007

Mission and programs · 2022

Mission

MOTIVATED BY THE BELIEF THAT HEALTHCARE IS A HUMAN RIGHT, ERIE FAMILY HEALTH FOUNDATION SUPPORTS ERIE FAMILY HEALTH CENTERS IN THE PROVISION OF HIGH QUALITY, AFFORDABLE CARE TO SUPPORT HEALTHIER PEOPLE, FAMILIES, AND COMMUNITIES. SPECIFICALLY, THE FOUNDATION IS FOCUSED ON GROWING PHILANTHROPIC SUPPORT TO INCREASE THE REACH AND IMPACT OF ERIE'S WORK.

Activities or mission (Part I)

Enhance and support the Erie Family Health Center Mission of "Serving a largely medically underserved population in Chicagoland area"

  • ERIE FAMILY HEALTH FOUNDATION IS A NOT-FOR-PROFIT CORPORATION THAT WAS FORMED IN ORDER TO DEVELOP, PROMOTE, ENCOURAGE AND ACCEPT FUNDS FOR THE SUPPORT OF ERIE FAMILY HEALTH CENTER, INC., A RELATED TAX-EXEMPT ORGANIZATION.

    Expenses $2,662,845 · Grants $2,616,705

As filed on the 2022 return.

Listed in Part VII

  • LEE FRANCIS

    PRESIDENT & CEO

    Total calculated
    $519,017
    From this org
    $0
    From related orgs
    $434,300
    Other
    $84,717
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,888 related
    Bonus
    $0 + $86,983 related
    Other
    $0 + $32,429 related
    Deferred
    $0 + $82,625 related
    Nontaxable benefits
    $0 + $2,092 related
    Filer's total
    $0 + $519,017 related

  • AMY BLUMENTHAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Feldman MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Feyce Peralta MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Guari Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Sherman MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LINDA CUSHMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NANCY BOCK

    Chair

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SUSAN GARRETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID C BRUCE

    TREASURER

    Total calculated
    $358,612
    From this org
    $0
    From related orgs
    $311,590
    Other
    $47,022
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,002 related
    Bonus
    $0 + $55,068 related
    Other
    $0 + $11,520 related
    Deferred
    $0 + $26,327 related
    Nontaxable benefits
    $0 + $20,695 related
    Filer's total
    $0 + $358,611 related

  • Melissa Hilton

    SECRETARY & EXECUTIVE DIRECTOR

    Total calculated
    $248,745
    From this org
    $0
    From related orgs
    $204,556
    Other
    $44,189
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,198 related
    Bonus
    $0 + $37,229 related
    Other
    $0 + $129 related
    Deferred
    $0 + $19,493 related
    Nontaxable benefits
    $0 + $24,696 related
    Filer's total
    $0 + $248,745 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4b Supplemental nonqualified retirement plan
Erie Family Health Center, a related organization, has established a supplemental nonqualified §457(f) retirement plan that allows for certain individuals to participate in the plan. The following individuals received deferrals to the plan during 2022: 1. LEE FRANCIS - $75,000 2. DAVID BRUCE - $20,000 3. MELISSA HILTON - $15,000

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202411349349308741

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