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Nonprofiteer
← HIGHLANDS FOUNDATION INC

Form 990 for tax year 2022

Filed by HIGHLANDS FOUNDATION INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 2 February 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total expenses
$213,367 changed to $225,617
Total assets, end of year
$4,736,424 changed to $4,739,174
Total liabilities, end of year
$3,025,000 changed to $3,040,000
Net assets or fund balances, end of year
$1,711,424 changed to $1,699,174
Program services expenses
$179,875 changed to $192,675
Management and general expenses
$27,467 changed to $26,917
Program service expenses (Part III)
$179,875 changed to $192,675

Listed only on the earlier return

  • Beau Spurlock
  • Dennis Dorton
  • Harold Warman Jr
  • Sabrina Arnett
  • Trena Hall

Listed only on the later return

  • Dewey Bocook
  • James Ayers
  • Paul Nunn
  • Tim Hatfield

Listed under a different title

  • Joseph Buz Tharp III: VICE CHAIRMAN then CHAIRMAN

Totals

Total revenue
$439,837
Total expenses
$213,367
Contributions and grants received
$21,839
Grants paid
$0
Program service revenue
$0
Investment income
$417,998
Other revenue
$0
Total assets, end of year
$4,736,424
Total liabilities, end of year
$3,025,000
Net assets or fund balances, end of year
$1,711,424
Program services expenses (Part IX)
$179,875
Management and general expenses
$27,467
Fundraising expenses
$6,025
Program service expenses (Part III)
$179,875

Program services were 84.3% 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.

  • 1e · Government grants (contributions)

    $5,000

  • 1f · All other contributions, gifts and grants

    $16,839

  • 3 · Investment income

    total $417,998 · related or exempt $417,998

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $22,750 · program services $18,200 · management and general $4,550

  • 11c · Fees: accounting

    total $11,165 · management and general $11,165

  • 16 · Occupancy

    total $13,000 · program services $10,400 · management and general $2,600

  • 23 · Insurance

    total $3,497 · management and general $3,497

  • 24a · Other expenses: SUPPLIES & MATERIALS

    total $8,611 · management and general $2,586 · fundraising $6,025

  • 24b · Other expenses: SERVICE CHARGE

    total $35 · management and general $35

  • 24c · Other expenses: DONATION

    total $151,275 · program services $151,275

  • 24d · Other expenses: OTHER

    total $3,034 · management and general $3,034

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $18,113 · end of year $1,585

  • 12 · Investments: other securities

    beginning of year $4,551,841 · end of year $4,734,839

  • 23 · Secured mortgages and notes payable

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

  • 25 · Other liabilities

    beginning of year $85,000 · end of year $25,000

  • 27 · Net assets without donor restrictions

    beginning of year $1,000,685 · end of year $1,338,887

  • 28 · Net assets with donor restrictions

    beginning of year $484,269 · end of year $372,537

Mission and programs · 2022

Mission

TO SUPPORT OTHER CHARITABLE TAX-EXEMPT OR GOVERNMENTAL ENTITIES WITHIN EASTERN KENTUCKY FOR THE PURPOSES OF THE PROMOTION OF HEALTH, ESTABLISHING PROGRAMS OF COMMUNITY HEALTH EDUCATION AND INVOLVEMENT, AND DEVELOPMENT OF HEALTH RELATED COMMUNITY SERVICES.

  • TO PROMOTE HEALTH AND COMMUNITY EDUCATION AND INVOLVMENT IN EASTERN KENTUCKY.

    Expenses $179,875

As filed on the 2022 return.

Listed in Part VII

  • Trena Hall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Jean Dorton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Greogry Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Sabrina Arnett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Beau Spurlock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Karen Sellers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Mark McKenzie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • Edward Nairn

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    10

  • Dennis Dorton

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.3

  • Chris Tackett

    TREASURER

    Total calculated
    $0
    Hours/week
    0.3

  • Robert Allen II

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.3

  • Joseph Buz Tharp III

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.3

  • Harold Warman Jr

    PRESIDENT & CEO

    Total calculated
    $0
    Hours/week
    1 + 39 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.

Grants on this return

No itemized grants to organizations 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • HIGHLANDS MEDICAL PARTNERS II

    SLEEP LAB · KY

    Directly controlled by CONSOLIDATED HEALTH SYSTEMS INC

  • HIGHLANDS HEART AND VASCULAR LLC

    HEART LAB · KY

    Directly controlled by HIGHLANDS HOSPITAL CORPORATION

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CONSOLIDATED HEALTH ENTERPISES INC

    C Corp · HEALTH CARE SERVICES · KY

    Directly controlled by CONSOLIDATED HEALTH SYSTEMS INC

  • HIGHLANDS HEART AND VASCULAR LLC

    C Corp · STAFFING · KY

    Directly controlled by CONSOLIDATED HEALTH SYSTEMS INC

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202343459349300109

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