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Nonprofiteer
← UNITY MEDICAL CENTER FOUNDATION

Form 990 for tax year 2023

Filed by UNITY MEDICAL CENTER FOUNDATION.

Totals

Total revenue
$342,733
Total expenses
$474,099
Contributions and grants received
$175,777
Grants paid
$429,358
Program service revenue
$0
Investment income
$51,791
Other revenue
$115,165
Total assets, end of year
$3,815,852
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,815,852
Program services expenses (Part IX)
$429,358
Management and general expenses
$44,741
Fundraising expenses
$0
Program service expenses (Part III)
$429,358

Program services were 90.6% 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

    $65,083

  • 1d · Related organizations

    $2,016

  • 1f · All other contributions, gifts and grants

    $108,678

  • 1g · Noncash contributions included above

    $2,040

  • 3 · Investment income

    total $51,791 · excluded $51,791

  • 8a · Fundraising events: gross income

    $148,574

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

    $65,083

  • 8b · Fundraising events: direct expenses

    $33,409

  • 8c · Net income from fundraising events

    total $115,165 · excluded $115,165

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $429,358 · program services $429,358

  • 11c · Fees: accounting

    total $7,158 · management and general $7,158

  • 11f · Fees: investment management

    total $10,108 · management and general $10,108

  • 12 · Advertising and promotion

    total $269 · management and general $269

  • 13 · Office expenses

    total $9,233 · management and general $9,233

  • 17 · Travel

    total $1,118 · management and general $1,118

  • 19 · Conferences, conventions and meetings

    total $425 · management and general $425

  • 24a · Other expenses: COMMUNICATIONS

    total $16,430 · management and general $16,430

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,587 · end of year $41,294

  • 2 · Savings and temporary cash investments

    beginning of year $3,252 · end of year $3,119

  • 3 · Pledges and grants receivable

    beginning of year $110,391 · end of year $76,777

  • 11 · Investments: publicly traded securities

    beginning of year $1,362,458 · end of year $1,431,070

  • 12 · Investments: other securities

    beginning of year $2,062,502 · end of year $2,251,971

  • 15 · Other assets

    beginning of year $11,109 · end of year $11,621

  • 17 · Accounts payable and accrued expenses

    beginning of year $75 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,395,518 · end of year $1,516,559

  • 28 · Net assets with donor restrictions

    beginning of year $2,188,706 · end of year $2,299,293

Mission and programs · 2023

Mission

THE MISSION OF THE UNITY MEDICAL CENTER FOUNDATION IS TO FINANCIALLY SUPPORT UNITY MEDICAL CENTER, ENSURING QUALITY HEALTH CARE CLOSE TO HOME.

  • PATIENTS: UNITY MEDICAL CENTER FOUNDATION RAISED $120,000 AT ITS HARVEST AUCTION IN FALL 2023 FOR PHARMACY FACILITIES AT UMC. UMCF ALSO RAISED $32,000 DURING GIVING HEARTS DAY IN FEBRUARY 2024 FOR A SURGICAL TABLE THAT PAIRS WITH UMC'S NEW DAVINCI SURGICAL ROBOT. IT ALSO RAISED $23,000 AT ITS SUMMER GOLF TOURNAMENT FOR THE REMAINING AMOUNT NEEDED FOR THE SURGICAL TABLE. IT DONATED $5,000 FROM A QUASI-ENDOWMENT TO PAY FOR A NEW ULTRASOUND TABLE.

    Expenses $344,258 · Grants $344,258

  • FACILITIES: IT PROVIDED $83,000 IN CAPITAL CAMPAIGN PLEDGE PAYMENTS TO UMC.

    Expenses $83,000 · Grants $83,000

  • PROVIDERS/STAFF: UMCF DONATED $2,100 FOR EDUCATIONAL PURPOSES.

    Expenses $2,100 · Grants $2,100

As filed on the 2023 return.

Listed in Part VII

  • Dr Jared Marquardt

    DIRECTOR/PHYSICAN

    Total calculated
    $419,154
    From this org
    $0
    From related orgs
    $371,819
    Other
    $47,335
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,722 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $97 related
    Deferred
    $0 + $16,903 related
    Nontaxable benefits
    $0 + $30,432 related
    Filer's total
    $0 + $419,154 related

  • Jennifer Holand

    DIRECTOR/UMC CHIEF NURSING

    Total calculated
    $152,444
    From this org
    $0
    From related orgs
    $139,466
    Other
    $12,978
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,399 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $67 related
    Deferred
    $0 + $8,739 related
    Nontaxable benefits
    $0 + $4,239 related
    Filer's total
    $0 + $152,444 related

  • Deb McKay

    SECRETARY/TREASURER

    Total calculated
    $44,303
    From this org
    $0
    From related orgs
    $31,523
    Other
    $12,780
    Hours/week
    24

  • Brian Van Bruggen

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Alysia Osowski Boen

    VICE PRESIDENT (THRU 6/30/24)

    Total calculated
    $0
    Hours/week
    1

  • Todd Burianek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Russell Carignan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1.5 related

  • Jen Corrick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barb Dusek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Dusek

    DIRECTOR (THRU 6/30/24)

    Total calculated
    $0
    Hours/week
    1

  • Ranell Hanson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Candace Kostrzewski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kristina Petersen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brad Schanilec

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patrick Such

    DIRECTOR (THRU 6/30/24)

    Total calculated
    $0
    Hours/week
    1

  • Jessica Sobolik

    FOUNDATION EXECUTIVE DIRECTOR

    Total calculated
    $114,158
    From this org
    $0
    From related orgs
    $79,200
    Other
    $34,958
    Hours/week
    40

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)

PART I, LINE 3
FOR THE PURPOSES OF DETERMINING COMPENSATION, THE FILING ORGANIZATION, UNITY MEDICAL CENTER FOUNDATION, INC. RELIED ON THE RELATED ORGANIZATION TO ESTABLISH COMPENSATION OF THE CEO. THE RELATED ORGANIZATION USED THE FOLLOWING PRACTICES FOR ESTABLISHING COMPENSATION FOR SUCH INDIVIDUALS: COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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
2023
Filed
1 April 2025
IRS schema version
2023v6.0
Source object
202540929349301109

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