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Nonprofiteer
← OSCEOLA COMMUNITY HEALTH FOUNDATION INC

Form 990 for tax year 2022

Filed by OSCEOLA COMMUNITY HEALTH FOUNDATION INC.

Totals

Total revenue
$594,374
Total expenses
$466,391
Contributions and grants received
$552,702
Grants paid
$459,755
Program service revenue
$0
Investment income
$7,347
Other revenue
$34,325
Total assets, end of year
$709,451
Total liabilities, end of year
$111,291
Net assets or fund balances, end of year
$598,160
Program services expenses (Part IX)
$459,755
Management and general expenses
$6,636
Fundraising expenses
$0
Program service expenses (Part III)
$459,755

Program services were 98.6% 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

    $26,350

  • 1f · All other contributions, gifts and grants

    $526,352

  • 1g · Noncash contributions included above

    $40,051

  • 3 · Investment income

    total $7,347 · excluded $7,347

  • 8a · Fundraising events: gross income

    $105,073

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

    $26,350

  • 8b · Fundraising events: direct expenses

    $70,748

  • 8c · Net income from fundraising events

    total $34,325 · excluded $34,325

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $458,755 · program services $458,755

  • 2 · Grants to domestic individuals

    total $1,000 · program services $1,000

  • 13 · Office expenses

    total $6,636 · management and general $6,636

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $609,886 · end of year $599,690

  • 4 · Accounts receivable

    end of year $109,761

  • 17 · Accounts payable and accrued expenses

    beginning of year $41,139 · end of year $111,291

  • 18 · Grants payable

    beginning of year $35,000 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $533,747 · end of year $598,160

Mission and programs · 2022

Mission

THE GOAL OF THE OSCEOLA COMMUNITY HEALTH FOUNDATION IS TO BUILD HEALTHY COMMUNITIES BY FOSTERING CHARITABLE SUPPORT FOR THE OSCEOLA MEDICAL CENTER AND THE HEALTH-RELATED NEEDS OF THE PEOPLE IN THE UPPER ST. CROIX VALLEY.

Activities or mission (Part I)

THE FOUNDATION WORKS TO IDENTIFY NEEDS AND PROVIDE HEALTH RELATED SERVICES TO RESIDENTS OF OUR COMMUNITY. USING PHILANTHROPIC ASSISTANCE, WE STRIVE TO SUPPORT THE MEDICAL CENTER AND IMPLEMENT HEALTH RELATED PROGRAMS THAT BENEFIT ALL AGE GROUPS.

  • TO ACCUMULATE, MANAGE, AND EXPEND FUNDS FOR THE BENEFIT AND ADVANCEMENT OF THE OSCEOLA MEDICAL CENTER AND OTHER COMMUNITY HEALTH ACTIVITIES.FIVE EVENTS WERE HELD TO RAISE DOLLARS TO SUPPORT OMC WITH VARIOUS PROJECTS AND PROGRAMS. OTHER DOLLARS WERE GRANTED BACK TO NONPROFIT ORGANIZATION'S IN THE COMMUNITY WITH A HEALTH RELATED MISSION.

    Expenses $459,755 · Grants $459,755

As filed on the 2022 return.

Listed in Part VII

  • KIMBERLY ERICSON

    CFO

    Total calculated
    $226,406
    From this org
    $0
    From related orgs
    $209,077
    Other
    $17,329
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,377 related
    Bonus
    $0 + $700 related
    Other
    $0
    Deferred
    $0 + $6,494 related
    Nontaxable benefits
    $0 + $10,835 related
    Filer's total
    $0 + $226,406 related

  • MISTY CHARLIER

    CAO

    Total calculated
    $212,930
    From this org
    $0
    From related orgs
    $172,850
    Other
    $40,080
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,150 related
    Bonus
    $0 + $700 related
    Other
    $0
    Deferred
    $0 + $5,436 related
    Nontaxable benefits
    $0 + $34,644 related
    Filer's total
    $0 + $212,930 related

  • MATTHEW FORGE

    CEO (THRU JULY 2022)

    Total calculated
    $173,022
    From this org
    $0
    From related orgs
    $162,303
    Other
    $10,719
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,303 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,673 related
    Nontaxable benefits
    $0 + $6,046 related
    Filer's total
    $0 + $173,022 related

  • JILL LEAHY

    FOUNDATION DIRECTOR

    Total calculated
    $100,104
    From this org
    $0
    From related orgs
    $96,471
    Other
    $3,633
    Hours/week
    40

  • KELLY MACKEN-MARBLE

    CEO (FROM SEP 2022)

    Total calculated
    $76,785
    From this org
    $0
    From related orgs
    $73,963
    Other
    $2,822
    Hours/week
    1 + 40 related

  • TIM PAULEY

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • TOM TINKHAM

    VICE CHAIR/TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • MARY HAZZARD

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • JARED CUTTS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CHRISTINA DELONG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LALA GRAF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KIERSTEN JUSTINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • MARK LUEBKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JEN MAGNELSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • BONNIE MCKINNEY

    DIRECTOR (TERMED)

    Total calculated
    $0
    Hours/week
    0.5

  • RENE PELLETIER

    DIRECTOR

    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. 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)

SCHEDULE J, PART II
THE SALARY REPORTED FOR MATTHEW FORGE, KELLY MACHEN-MARBLE, AND MISTY CHARLIER ARE FOR SERVICES RENDERED TO LADD MEMORIAL HOSPITAL, INC. D/B/A OSCEOLA MEDICAL CENTER IN THEIR POSITION, NOT FOR SERVICES PERFORMED FOR OSCEOLA COMMUNITY HEALTH FOUNDATION. LADD MEMORIAL HOSPITAL, INC. USES THE FOLLOWING TO ESTABLISH COMPENSATION OF THE CEO AND CAO. -COMPENSATION COMMITTEE -FORM 990 OF OTHER ORGANIZATIONS -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

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
15 November 2023
IRS schema version
2022v5.0
Source object
202343199349319709

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