Form 990 for tax year 2023
Filed by SAN JUAN HEALTHCARE FOUNDATION INC C/O MONTROSE REGIONAL HEALTH.
Totals
- Total revenue
- $159,851
- Total expenses
- $90,466
- Contributions and grants received
- $126,286
- Grants paid
- $74,431
- Program service revenue
- $0
- Investment income
- $47,095
- Other revenue
- -$13,530
- Total assets, end of year
- $1,961,209
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,961,209
- Program services expenses (Part IX)
- $74,431
- Management and general expenses
- $16,035
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $74,431
Program services were 82.3% 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
$87,486
-
1f · All other contributions, gifts and grants
$38,800
-
3 · Investment income
total $47,095 · excluded $47,095
-
8a · Fundraising events: gross income
$15,000
-
8a · Fundraising events: contributions included on line 1c
$87,486
-
8b · Fundraising events: direct expenses
$28,555
-
8c · Net income from fundraising events
total -$13,555 · excluded -$13,555
-
11a · Other revenue: MISCELLANEOUS INCOME
total $25 · excluded $25
-
11e · Other revenue, total
$25
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $43,706 · program services $43,706
-
2 · Grants to domestic individuals
total $30,725 · program services $30,725
-
11c · Fees: accounting
total $3,165 · management and general $3,165
-
11f · Fees: investment management
total $5,118 · management and general $5,118
-
11g · Fees: other
total $2,650 · management and general $2,650
-
12 · Advertising and promotion
total $2,868 · management and general $2,868
-
13 · Office expenses
total $63 · management and general $63
-
23 · Insurance
total $1,488 · management and general $1,488
-
24a · Other expenses: BOARD EXPENSE
total $683 · management and general $683
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $49,591 · end of year $106,637
-
2 · Savings and temporary cash investments
beginning of year $6,447 · end of year $2,083
-
4 · Accounts receivable
end of year $1,170
-
9 · Prepaid expenses and deferred charges
beginning of year $2,587
-
11 · Investments: publicly traded securities
beginning of year $1,667,342 · end of year $1,851,319
-
15 · Other assets
beginning of year $57,639 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $57,639
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $1,725,967 · end of year $1,961,209
Mission and programs · 2023
Mission
WE DEVELOP RESOURCES THAT GO TOWARDS THE IMPROVEMENT OF HEALTH AND WELLNESS IN THE MONTROSE REGION. THESE RESOURCES ARE FOR THE ADVANCEMENT OF CHARITABLE, SCIENTIFIC, OR EDUCATIONAL HEALTHCARE NEEDS. WE RECOGNIZE THE ROLE OF THE DONOR (CONTINUED ON SCH O)IN THE ADVANCEMENT OF THE FOUNDATION AND PLEDGE TO ACCEPT, INVEST, AND ADMINISTER GIFTS ACCORDING TO THE WISHES OF THE DONOR AND THE NEEDS OF THE COMMUNITY. TOWARD THESE ENDS, WE ENCOURAGE GIVING TO LIFE AND A LIFETIME OF GIVING.
Activities or mission (Part I)
DEVELOP RESOURCES FOR IMPROVING HEALTHCARE IN THE MONTROSE REGION.
-
THE SAN JUAN HEALTHCARE FOUNDATION WAS FOUNDED IN 1982 TO LOOK TOWARD THE FUTURE OF HEALTH CARE NEEDS IN OUR COMMUNITY. THE FOUNDATION'S VISION OF SUPPORT FOR HEALTHCARE FACILITIES, EDUCATION AND EQUIPMENT HAS MAINTAINED ITSELF OVER THE YEARS. 2023 PROGRAM ACCOMPLISHMENTS INCLUDE: $5,000 TO VOLUNTEERS OF AMERICA FOR A WOUND CARE CLASS, $8,750 TO THE PIC PLACE FOR A DENTAL CHAIR, $7,700 TO THE MONTROSE COMMUNITY FOUNDATION, $5,500 TO MONTROSE REGIONAL HEALTH FOR AN ULTRASOUND MACHINE, AND $5,000 IN EDUCATIONAL SCHOLARSHIPS.
Expenses $74,431 · Grants $74,431
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Katherine LowerKATHERINE LOWER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Robyn FunkROBYN FUNK
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Allison NadelALLISON NADEL
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Patricia ChaloupkaPATRICIA CHALOUPKA
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Phoebe BenzigerPHOEBE BENZIGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kaye HotsenpillerKAYE HOTSENPILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
J David ReedJ DAVID REED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Perla RiveraPERLA RIVERA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Phyllis WiesnerPHYLLIS WIESNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leann TobinLEANN TOBIN
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 10
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
-
$8,750
VACCINES
-
SUPPORT VARIOUS PROGRAMS FOR 5TH GRADE STUDENTS
-
GENERAL SUPPORT
-
$5,500
MEDICAL EQUIPMENT
-
THE GRANT WAS FOR VOA TO PROVIDE A WOUND CARE CLASS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423209349327312
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