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Nonprofiteer
← WESTFIELDS HOSPITAL FOUNDATION INC

Form 990 for tax year 2023

Filed by WESTFIELDS HOSPITAL FOUNDATION INC.

Totals

Total revenue
$293,816
Total expenses
$506,535
Contributions and grants received
$220,663
Grants paid
$506,535
Program service revenue
$0
Investment income
$64,010
Other revenue
$9,143
Total assets, end of year
$2,972,590
Total liabilities, end of year
$466,690
Net assets or fund balances, end of year
$2,505,900
Program services expenses (Part IX)
$506,535
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$506,535

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.

  • 1c · Fundraising events

    $77,936

  • 1f · All other contributions, gifts and grants

    $142,727

  • 1g · Noncash contributions included above

    $8,799

  • 3 · Investment income

    total $64,010 · excluded $64,010

  • 8a · Fundraising events: gross income

    $47,978

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

    $77,936

  • 8b · Fundraising events: direct expenses

    $38,835

  • 8c · Net income from fundraising events

    total $9,143 · excluded $9,143

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $497,035 · program services $497,035

  • 2 · Grants to domestic individuals

    total $9,500 · program services $9,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $942,306 · end of year $853,729

  • 2 · Savings and temporary cash investments

    beginning of year $1,770,198 · end of year $2,111,461

  • 3 · Pledges and grants receivable

    beginning of year $50,000

  • 4 · Accounts receivable

    beginning of year $1,249

  • 15 · Other assets

    end of year $7,400

  • 17 · Accounts payable and accrued expenses

    beginning of year $350,634 · end of year $466,690

  • 27 · Net assets without donor restrictions

    beginning of year $1,686,564 · end of year $1,744,576

  • 28 · Net assets with donor restrictions

    beginning of year $726,555 · end of year $761,324

Mission and programs · 2023

Mission

WESTFIELDS HOSPITAL FOUNDATION'S MISSION IS TO SUPPORT WESTFIELDS HOSPITAL IN THEIR PROVISION OF CARE TO THE COMMUNITY.

Activities or mission (Part I)

TO SUPPORT WESTFIELDS HOSPITAL IN THEIR PROVISION OF CARE TO THE COMMUNITY.

  • SEE SCHEDULE O - PRIMARY EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS

    Expenses $506,535 · Grants $506,535

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Paula Kolbeck

    DIRECTOR & SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Heather McAbee

    DIRECTOR & TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Karl Skoglund

    DIRECTOR & VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Lynnelle Gabriel MD

    DIRECTOR

    Total calculated
    $521,472
    From this org
    $0
    From related orgs
    $453,907
    Other
    $67,565
    Hours/week
    0.5 + 62.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,719 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $161,188 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $42,815 related
    Filer's total
    $0 + $521,472 related

  • Scott Soderberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Beth Wood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Luanne Koubsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Roland Buchman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Patty Berger

    DIRECTOR & CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Steven M Massey

    DIRECTOR & PRESIDENT

    Total calculated
    $473,915
    From this org
    $0
    From related orgs
    $409,116
    Other
    $64,799
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,224 related
    Bonus
    $0 + $91,092 related
    Other
    $0 + $9,800 related
    Deferred
    $0 + $26,592 related
    Nontaxable benefits
    $0 + $38,207 related
    Filer's total
    $0 + $473,915 related

  • Douglas E Johnson

    CFO

    Total calculated
    $647,904
    From this org
    $0
    From related orgs
    $603,783
    Other
    $44,121
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $386,739 related
    Bonus
    $0 + $106,273 related
    Other
    $0 + $110,771 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $37,521 related
    Filer's total
    $0 + $647,904 related

  • Jason J Luhrs

    FORMER CFO

    Total calculated
    $413,398
    From this org
    $0
    From related orgs
    $347,590
    Other
    $65,808
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,872 related
    Bonus
    $0 + $76,091 related
    Other
    $0 + $6,627 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $41,058 related
    Filer's total
    $0 + $413,398 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

  • 6b · Pay contingent on a related organization's net earnings

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE FOUNDATION HAS NO EMPLOYEES AND DOES NOT PAY COMPENSATION. ALL OFFICER AND KEY EMPLOYEES ARE PAID BY WESTFIELDS HOSPITAL, GROUP HEALTH PLAN, INC., REGIONS HOSPITAL, OR LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, RELATED ORGANIZATIONS. ANY COMPENSATION IS DETERMINED SOLELY BY THE RELATED ORGANIZATIONS.
PART I, LINE 6
THE FOUNDATION OFFICERS AND DIRECTORS ARE EMPLOYED BY WESTFIELDS HOSPITAL, GROUP HEALTH PLAN, INC. (GHI), REGIONS HOSPITAL (REGIONS), OR LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION (LAKEVIEW), ALL RELATED ORGANIZATIONS. COMPENSATION REPORTED IN FORM 990, PART VII INCLUDES ANY COMPENSATION DERIVED FROM WESTFIELDS HOSPITAL, GHI, REGIONS OR LAKEVIEW'S LEADERSHIP INCENTIVE PROGRAMS WHICH INCENT AND REWARD BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGAMS ARE A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE LEADERSHIP INCENTIVE PROGRAMS' REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G., SR VICE PRESIDENT, VICE PRESIDENT, DIRECTOR MANAGER, OR OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE, BUT ARE NOT LIMITED TO, PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, HEALTH CARE AND CARE DELIVERY MARKET SHARE, STRATEGIC CAPABILITIES, HOSPITAL AND CLINIC QUALITY MEASURES, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. AN OPERATING INCOME THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.

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.

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 corporations and trusts

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

  • HEALTHPARTNERS ADMINISTRATORS INC

    C · THIRD PARTY ADMINISTRATOR · MN

    Directly controlled by HEALTHPARTNERS INC

  • HEALTHPARTNERS ASSOCIATES INC

    C · MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • HEALTHPARTNERS SERVICES INC

    C · MEDICAL CLINIC STAFFING AND ASSET MANAGEMENT · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • HEALTHPARTNERS INSURANCE COMPANY

    C · MEDICAL AND DENTAL INSURANCE · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

  • DENTAL SPECIALTIES INC

    C · PROFESSIONAL DENTAL SERVICES · MN

    Directly controlled by HEALTHPARTNERS ADMINISTRATORS INC

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202403189349306840

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