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← EPHRAIM MCDOWELL HEALTH CARE FOUNDATION INC

Form 990 for tax year 2022

Filed by EPHRAIM MCDOWELL HEALTH CARE FOUNDATION INC.

Totals

Total revenue
$799,822
Total expenses
$457,360
Contributions and grants received
$271,132
Grants paid
$269,714
Program service revenue
$0
Investment income
$607,070
Other revenue
-$78,380
Total assets, end of year
$13,041,178
Total liabilities, end of year
$5,127,093
Net assets or fund balances, end of year
$7,914,085
Program services expenses (Part IX)
$269,714
Management and general expenses
$119,768
Fundraising expenses
$67,878
Program service expenses (Part III)
$269,714

Program services were 59.0% 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.

  • 1f · All other contributions, gifts and grants

    $271,132

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $465,087 · excluded $465,087

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $824,911

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

    securities $682,928

  • 7c · Gain or loss

    securities $141,983 · other assets $0

  • 7d · Net gain or loss

    total $141,983 · excluded $141,983

  • 9b · Gaming: direct expenses

    $78,380

  • 9c · Net income from gaming

    total -$78,380 · excluded -$78,380

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $269,714 · program services $269,714

  • 5 · Compensation of officers, directors and key employees

    total $74,063 · management and general $22,219 · fundraising $51,844

  • 7 · Other salaries and wages

    total $13,124 · management and general $3,937 · fundraising $9,187

  • 8 · Pension plan contributions

    total $18 · management and general $18

  • 9 · Other employee benefits

    total $2,092 · management and general $628 · fundraising $1,464

  • 10 · Payroll taxes

    total $5,150 · management and general $1,545 · fundraising $3,605

  • 11b · Fees: legal

    total $8,639 · management and general $8,639

  • 11f · Fees: investment management

    total $26,772 · management and general $26,772

  • 11g · Fees: other

    total $4,046 · program services $0 · management and general $4,046 · fundraising $0

  • 12 · Advertising and promotion

    total $1,778 · fundraising $1,778

  • 13 · Office expenses

    total $12,363 · management and general $12,363

  • 14 · Information technology

    total $17,223 · management and general $17,223

  • 17 · Travel

    total $257 · management and general $257

  • 19 · Conferences, conventions and meetings

    total $500 · management and general $500

  • 23 · Insurance

    total $44 · management and general $44

  • 24a · Other expenses: SHARED RESOURCE ALLOCATION

    total $17,899 · management and general $17,899

  • 24b · Other expenses: MEALS

    total $2,964 · management and general $2,964

  • 24c · Other expenses: SUBSCRIPTIONS AND MISC

    total $714 · management and general $714

  • 24e · All other expenses

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

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $537,114 · end of year $582,558

  • 3 · Pledges and grants receivable

    beginning of year $54,820 · end of year $54,820

  • 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

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,499 · end of year $3,227

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $10,500,174 · end of year $11,550,078

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $813,499 · end of year $850,495

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,477 · end of year $17,763

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $4,891,193 · end of year $5,109,330

  • 27 · Net assets without donor restrictions

    beginning of year $6,211,884 · end of year $7,081,368

  • 28 · Net assets with donor restrictions

    beginning of year $794,552 · end of year $832,717

Mission and programs · 2022

Mission

THE HEALTH CARE FOUNDATION'S PRIMARY MISSION IS TO RAISE, INVEST AND DISTRIBUTE FUNDS IN SUPPORT OF THE EXEMPT PURPOSES OF EPHRAIM MCDOWELL HEALTH, INC.

  • THE EPHRAIM MCDOWELL HEALTH CARE FOUNDATION (EMHCF) IS A 501(C)(3) ENTITY WHOSE EXEMPT PURPOSE IS TO ENHANCE THE QUALITY OF, AND ACCESS TO, HEALTH CARE IN BOYLE, CASEY, GARRARD, LINCOLN, MERCER, AND WASHINGTON COUNTIES - THE PRIMARY SERVICE AREA OF EPHRAIM MCDOWELL HEALTH (EMH). THE FOUNDATION ACCOMPLISHES THIS PURPOSE THROUGH FUNDRAISING EVENTS, DIRECT APPEAL, AND GRANT WRITING. SEE SCHEDULE O FOR CONTINUATION.

    Expenses $269,714 · Grants $269,714

As filed on the 2022 return.

Listed in Part VII

  • Amanda Kinman

    CFO

    Total calculated
    $383,229
    From this org
    $0
    From related orgs
    $329,991
    Other
    $53,238
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,139 related
    Bonus
    $0 + $49,003 related
    Other
    $0 + $8,849 related
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0 + $32,738 related
    Filer's total
    $0 + $383,229 related

  • Daniel McKay

    PRESIDENT / CEO

    Total calculated
    $852,284
    From this org
    $0
    From related orgs
    $792,327
    Other
    $59,957
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $604,355 related
    Bonus
    $0 + $172,218 related
    Other
    $0 + $15,754 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $35,557 related
    Filer's total
    $0 + $852,284 related

  • Jon Scalf

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Kay Richardson

    CHAIR

    Total calculated
    $2,400
    From this org
    $0
    From related orgs
    $2,400
    Other
    $0
    Hours/week
    3.8

  • Sierra Lande

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Chris Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • Damon Thompson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    3.8

  • David Grigson

    BOARD MEMBER

    Total calculated
    $3,450
    From this org
    $0
    From related orgs
    $3,450
    Other
    $0
    Hours/week
    3.8

  • Jennifer Daniel

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • Jennifer Newby

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • Laura D Richard

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4

  • Tammy Ensslin

    EXECUTIVE DIRECTOR

    Total calculated
    $367,063
    From this org
    $0
    From related orgs
    $309,450
    Other
    $57,613
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,856 related
    Bonus
    $0 + $47,771 related
    Other
    $0 + $9,823 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $33,213 related
    Filer's total
    $0 + $367,063 related

  • William Snapp III

    VP & CFO UNTIL 06/30/21

    Total calculated
    $315,471
    From this org
    $0
    From related orgs
    $295,271
    Other
    $20,200

    Schedule J breakdown matched by us

    Base
    $0 + -$5,847 related
    Bonus
    $0 + $49,457 related
    Other
    $0 + $251,661 related
    Deferred
    $0 + $20,200 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $315,471 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

  • 4a · Severance or change-of-control payment
  • 6b · Pay contingent on a related organization's net earnings

Answered no

  • 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE CEO IS COMPENSATED BY EPHRAIM MCDOWELL HEALTH, INC. (EMH), A RELATED ORGANIZATION. EMH USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Schedule J, Part I, Line 4a Severance or change-of-control payment
WILLIAM SNAPP LEFT EPHRAIM MCDOWELL IN JULY 2021. HIS SEVERANCE OF $241,786 WAS REPORTED IN HIS W-2.
Schedule J, Part I, Line 6b Compensation contingent on net earnings of a related organization
EPHRAIM MCDOWELL HEALTH CARE FOUNDATION, INC. IS AN AFFILIATE OF EPHRAIM MCDOWELL HEALTH, INC., WHO HAS MANAGEMENT INCENTIVE PLANS FOR CORPORATE OFFICERS, SENIOR VICE-PRESIDENTS, AND DIRECTORS. ANNUAL PAYOUTS RELATED TO THESE INCENTIVE PLANS HAVE TWO COMPONENTS. 30% OF THE ANNUAL PAYOUT IS BASED ON NET OPERATING INCOME GOALS COMPARED TO BUDGET. THE OTHER 70% IS BASED ON QUALITY MEASURES, PATIENT SATISFACTION GOALS, ASSOCIATE SATISFACTION GOALS, AND SAFETY MEASURES.

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.

  • COOPERATIVECARE INC

    C Corporation · CONTRACTING S · KY · share of income $0 · share of assets $0

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
16 August 2024
IRS schema version
2022v5.0
Source object
202442289349303374

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