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← DEACONESS HEALTH ASSOCIATIONS FUND INC

Form 990 for tax year 2022

Filed by DEACONESS HEALTH ASSOCIATIONS FUND INC.

Totals

Total revenue
$284,418
Total expenses
$1,108,761
Contributions and grants received
$241,659
Grants paid
$1,012,203
Program service revenue
$0
Investment income
$41,458
Other revenue
$1,301
Total assets, end of year
$4,606,266
Total liabilities, end of year
$2,369
Net assets or fund balances, end of year
$4,603,897
Program services expenses (Part IX)
$1,033,940
Management and general expenses
$69,319
Fundraising expenses
$5,502
Program service expenses (Part III)
$1,033,940

Program services were 93.3% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $23,250

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $218,409

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $42,881 · related or exempt $0 · unrelated business $0 · excluded $42,881

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $453 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $742 · other assets $1,134

  • 7c · Gain or loss

    securities -$289 · other assets -$1,134

  • 7d · Net gain or loss

    total -$1,423 · related or exempt $0 · unrelated business $0 · excluded -$1,423

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

    $0

  • 11d · All other revenue

    total $1,301 · related or exempt $1,301 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,301

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,012,203 · program services $1,012,203

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $42,990 · program services $17,196 · management and general $25,794 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $769 · program services $308 · management and general $461 · fundraising $0

  • 10 · Payroll taxes

    total $3,299 · program services $994 · management and general $2,305 · fundraising $0

  • 11a · Fees: management

    total $18,000 · program services $0 · management and general $18,000 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $7,762 · program services $0 · management and general $7,762 · fundraising $0

  • 11g · Fees: other

    total $9,966 · program services $0 · management and general $4,464 · fundraising $5,502

  • 12 · Advertising and promotion

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $373 · program services $0 · management and general $373 · fundraising $0

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $2,572 · program services $0 · management and general $2,572 · fundraising $0

  • 17 · Travel

    total $73 · program services $0 · management and general $73 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $188 · program services $188 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $2,938 · program services $0 · management and general $2,938 · fundraising $0

  • 24a · Other expenses: Allocated salaries and wages

    total $7,628 · program services $3,051 · management and general $4,577 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $42,547 · end of year $14,019

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $150,000 · end of year $145,860

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,040 · end of year $7,000

  • 10a · Land, buildings and equipment: cost or other basis

    $8,633

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,633

  • 10c · Land, buildings and equipment, net

    beginning of year $189 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,707,006 · end of year $2,317,626

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $4,035 · end of year $4,035

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $2,955,585 · end of year $2,117,726

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,631 · end of year $2,369

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $5,234,614 · end of year $3,988,740

  • 28 · Net assets with donor restrictions

    beginning of year $615,157 · end of year $615,157

Mission and programs · 2022

Mission

Deaconess Health Associations Fund Inc. is organized to raise and distribute funds to financially support the tax-exempt affiliates of Deaconess Associations, Inc., in terms of community health care needs, as well as provide grant monies to other tax-exempt entities to support specific health related community endeavors. The Foundation is currently focusing on initiatives which provide healthcare access and education to at-risk populations and in underserved communities.

Activities or mission (Part I)

The Deaconess Health Associations Fund, Inc. is organized to raise and distribute funds to financially support the tax-exempt affiliates of Deaconess Associations, Inc. in terms of community health care needs, as well as provide grant monies to other tax-exempt entities to support specific health related community endeavors. The Foundation is currently focusing on initiatives which provide healthcare access and education to at-risk populations and in underserved communities.

  • The Deaconess Health Associations Fund, Inc. obtains funds through charitable contributions and then manages the funds in order to distribute them as determined by the Board of Trustees or as directed by donors. The purpose of the Foundation is to advance financial support to continue the mission of the Deaconess Associations, Inc., Legacy Healthcare, and it's other affiliates of providing health care services.

    Expenses $1,033,940 · Grants $1,012,203

As filed on the 2022 return.

Listed in Part VII

  • John Murta

    Chief Executive Officer

    Total calculated
    $345,113
    From this org
    $0
    From related orgs
    $338,374
    Other
    $6,739
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,183 related
    Bonus
    $0 + $65,000 related
    Other
    $0 + $4,191 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $6,739 related
    Filer's total
    $0 + $345,113 related

  • William Bahl

    Board Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • Kelly Joan-Brown

    Board Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • Rodger Reed

    Board Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • William Zimmer

    Board Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • Vivienne Bechtold

    Board Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • Gregory Taylor

    Board Member

    Total calculated
    $0
    Hours/week
    0.4 + 1.6 related

  • E Anthony Woods

    Chairman

    Total calculated
    $0
    Hours/week
    19 + 21 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

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • Hands of Compassion Homecare LLC

    home health care services · TX

  • Stewart Healthcare Enterprises LLC

    Home Healthcare Services · OK

Related corporations and trusts

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

  • Deaconess Healthcare Holdings Inc

    C · holding company for home health services · OH

  • Preferred Home HealthCare Inc

    C · Home health care services · IN

  • Mays House Call Home Health Inc

    C · Home health services · OK

  • Mays Plus Inc

    C · Home health care services · OK

  • Guardian Wellness Management Services LLC

    C · Home health care services · OK

  • Mays Hospice Care Inc

    C · Home health care services · OK

  • Skyline Wellness Management Services of TX LLC

    C · Home health care services · TX

  • Central Pyramid Accounting Inc

    C · Management company for home health · TX

Provenance

Return type
form_990
Tax year
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202343079349300634

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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