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Nonprofiteer
← MILE BLUFF MEDICAL CENTER FOUNDATION INC

Form 990 for tax year 2022

Filed by MILE BLUFF MEDICAL CENTER FOUNDATION INC.

Totals

Total revenue
$1,065,230
Total expenses
$269,694
Contributions and grants received
$1,048,026
Grants paid
$115,349
Program service revenue
$0
Investment income
$19,585
Other revenue
-$2,381
Total assets, end of year
$1,305,362
Total liabilities, end of year
$11,455
Net assets or fund balances, end of year
$1,293,907
Program services expenses (Part IX)
$134,049
Management and general expenses
$0
Fundraising expenses
$135,645
Program service expenses (Part III)
$134,049

Program services were 49.7% 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

    $33,035

  • 1f · All other contributions, gifts and grants

    $1,014,991

  • 3 · Investment income

    total $19,585 · excluded $19,585

  • 8a · Fundraising events: gross income

    $15,750

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

    $33,035

  • 8b · Fundraising events: direct expenses

    $18,131

  • 8c · Net income from fundraising events

    total -$2,381 · excluded -$2,381

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $115,349 · program services $115,349

  • 11e · Fees: professional fundraising services

    total $52,330 · fundraising $52,330

  • 11g · Fees: other

    total $9,855 · fundraising $9,855

  • 12 · Advertising and promotion

    total $66,057 · fundraising $66,057

  • 13 · Office expenses

    total $1,001 · fundraising $1,001

  • 17 · Travel

    total $242 · fundraising $242

  • 24a · Other expenses: Employee Assistance

    total $18,700 · program services $18,700

  • 24b · Other expenses: Dues & Subscriptions

    total $3,575 · fundraising $3,575

  • 24c · Other expenses: Food for staff

    total $1,005 · fundraising $1,005

  • 24d · Other expenses: Women's Night Out Expen

    total $68 · fundraising $68

  • 24e · All other expenses

    total $1,512 · fundraising $1,512

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $484,944 · end of year $559,981

  • 3 · Pledges and grants receivable

    beginning of year $8,005 · end of year $11,562

  • 12 · Investments: other securities

    beginning of year $5,493 · end of year $733,819

  • 17 · Accounts payable and accrued expenses

    beginning of year $350 · end of year $9,633

  • 25 · Other liabilities

    beginning of year $6,047 · end of year $1,822

  • 27 · Net assets without donor restrictions

    beginning of year $322,169 · end of year $251,220

  • 28 · Net assets with donor restrictions

    beginning of year $169,876 · end of year $1,042,687

Mission and programs · 2022

Mission

Mile Bluff Medical Center Foundation provides philanthropic opportunities and support to Mile Bluff Medical Center and assists it in fulfilling its mission, adhering to its core values and pursuing its vision to provide the community with exceptional, personalized health care services.

Activities or mission (Part I)

Give individuals and businesses the opportunity to take an active role to impact local healthcare.

  • Mile Bluff Medical Center Foundation was established in 2010. The Foundation fosters charitable giving that supports the vision of Mile Bluff Medical Center and provides sound stewardship of contributions to the organization. The Foundation also strives to impact the health of the community through education and events.Contributions directly impact the care that is provided at the Medical Center and impacts the health of the community for all generations. Gifts provide patients access to exceptional local healthcare services - today and always. Statement continued on Schedule O.Mile Bluff Medical Center Foundation puts 100-percent of its contributions towards supporting its mission in the community. Contributions make it possible to:Supply and install state-of-the-art medical equipmentProvide scholarships, education and training for healthcare workersHold community classes, events, and programmingHelp the Medical Center go above and beyond its mission

    Expenses $134,049 · Grants $115,349

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dara Bartels

    President & CEO

    Total calculated
    $477,928
    From this org
    $0
    From related orgs
    $428,090
    Other
    $49,838
    Hours/week
    0.3 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,463 related
    Bonus
    $0 + $7,150 related
    Other
    $0 + $1,477 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $34,588 related
    Filer's total
    $0 + $477,928 related

  • Rebecca Oetzman

    CFO until Feb 2023

    Total calculated
    $214,717
    From this org
    $0
    From related orgs
    $184,227
    Other
    $30,490
    Hours/week
    0.3 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,136 related
    Bonus
    $0 + $3,735 related
    Other
    $0 + $356 related
    Deferred
    $0 + $9,269 related
    Nontaxable benefits
    $0 + $21,221 related
    Filer's total
    $0 + $214,717 related

  • Barbara Jo Wolff

    CFO as of May 2023

    Total calculated
    $0
    Hours/week
    0.3 + 40.5 related

  • Lynn Erickson

    Chair as of Aug 2023

    Total calculated
    $0
    Hours/week
    0.1

  • Linda Walker

    Secretary as of Aug 2023

    Total calculated
    $0
    Hours/week
    0.1

  • Katie Nuttall-Executive Dir

    Secretary until Aug 2023

    Total calculated
    $101,037
    From this org
    $0
    From related orgs
    $62,584
    Other
    $38,453
    Hours/week
    40

  • April Griffis

    Treasurer as of Aug 2023

    Total calculated
    $0
    Hours/week
    0.1

  • Molly Scully

    Director as of Aug 2023

    Total calculated
    $0
    Hours/week
    0.1

  • Melissa Herek

    Director as of Aug 2023

    Total calculated
    $0
    Hours/week
    0.1

  • James O'Keefe

    Former CEO Medical Ctr

    Total calculated
    $185,980
    From this org
    $0
    From related orgs
    $163,930
    Other
    $22,050
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $152,740 related
    Bonus
    $0
    Other
    $0 + $11,190 related
    Deferred
    $0 + $8,140 related
    Nontaxable benefits
    $0 + $13,910 related
    Filer's total
    $0 + $185,980 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

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 I, Line 3:
The President/CEO is compensated by Mile Bluff Medical Center, a related organization, for services provided to the Medical Center. Mile Bluff Medical Center has processes in place to determine compensation.

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 August 2024
IRS schema version
2022v5.0
Source object
202442289349301779

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