2021-09-24T13:01:03-05:00 2020-12-31 204749363 ISLER MEDFORD LLC 839 ALDER CREEK DR MEDFORD OR 97504 990 2020-01-01 930691238 ASHLAND COMMUNITY HOSPITAL FOUNDATION ASHL 5414820367 123 CLEAR CREEK DRIVE No 101 ASHLAND OR 97520 ED COLSON PRESIDENT 5412014014 2021-09-24 1 ED COLSON XXX-XX-XXXX CAROLYN M RYDER P00033827 5417797641 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z JANET TROY 123 CLEAR CREEK DRIVE No 101 ASHLAND OR 97520 4808261 0 X WWW.ACHFOUNDATION.ORG X 1977 OR SEE SCHEDULE O - PAGE 36 FOR FOUNDATION MISSION STATEMENT.ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY.VISION ASHLAND COMMUNITY HOSPITAL FOUNDATION (ACHF) LEADS PHILANTHROPIC EFFORTS TO ADVANCE INNOVATIVE AND EQUITABLE APPROACHES TO COMMUNITY HEALTH AND WELLNESS.VALUES *PASSION FOR ASHLAND'S HOSPITAL AND COMMUNITY HEALTH AND WELLNESS;*INTEGRITY AS WE CAREFULLY STEWARD THE RESOURCES ENTRUSTED TO US;*RELATIONSHIPS WITH DONORS, PARTNERS AND THE COMMUNITY;*ADVOCACY IN SUPPORT OF EQUITABLE ACCESS TO HEALTH CARE;*GENEROSITY WITH CHARITABLE GIFTS, TIME, AND EXPERTISE;*CONTINUITY AS A TRUSTED COMMUNITY PARTNER. 15 0 3 10 280000 0 550478 723175 35013 309105 297384 636615 280346 283890 1163221 1952785 444901 651168 0 0 0 124279 0 0 0 223933 265137 668834 1040584 494387 912201 9253309 10820525 148418 171601 9104891 10648924 X ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY. 0 0 651168 651167 697148 SEE SCHEDULE O - REPORTED NET OF UNUSED GRANTS. 5890 36831 THROUGH EFFORTS OF ASHLAND COMMUNTIY HOSPITAL FOUNDATION, THE COMMUNITY OF TALENT, OREGON CONTINUES TO RECEIVE QUALITY HEALTHCARE. IN 1994, THE FOUNDATION CONSTRUCTED A PHARMACY IN THAT COMMUNITY, WHICH IS RENTED TO MEDICAP PHARMACY. THIS PROJECT HELPED GUARANTEE ACCESS TO PHARMACEUTICALS IN THE COMMUNITY. 657058 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 3 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 OR X X REID HANNA JOHNSON & COMPANY LLC 5414823711 1101 SISKIYOU BLVD ASHLAND OR 97520 X KAREN AMAROTICO DIRECTOR 2.00 X 0 0 0 KAREN DRESCHER DIRECTOR 2.00 X 0 0 0 LINDA BUTLER DIRECTOR 2.00 X 0 0 0 LAUREL KIICHLI DIRECTOR 2.00 X 0 0 0 SHARON LASKOS DIRECTOR 2.00 X 0 0 0 JANE STROMBERG DIRECTOR 2.00 X 0 0 0 JOY DOBSON WAY DIRECTOR 2.00 X 0 0 0 MELISSA GRUDIN DIRECTOR 2.00 X 0 0 0 JOANN HOUGHTON DIRECTOR 2.00 X 0 0 0 DONNA MOZINGO DIRECTOR 2.00 X 0 0 0 GARRISON TURNER DIRECTOR 2.00 X 0 0 0 CINDY BERNARD VICE PRESIDENT 2.00 X 0 0 0 ED COLSON PRESIDENT 2.00 X 0 0 0 MARGIE LININGER SECRETARY 2.00 X 0 0 0 ZEPH ROBERTSON TREASURER 2.00 X 0 0 0 0 0 0 0 0 0 0 0 723175 723175 RENT OF MED FACILITIES 531390 36152 36152 272953 272953 309105 215631 215631 280000 0 280000 280000 280000 3276460 2855476 420984 420984 420984 MISCELLANEOUS INCOME 561000 3890 3890 3890 1952785 733979 280000 215631 530224 530224 120944 120944 105546 105546 6603 6603 12130 12130 41327 41327 48020 48020 955 955 29047 29047 48396 48396 4490 4007 483 OTHER OPERATING EXPENSE 86039 86039 BOARD RECOGNITION AND D 2757 2757 OTHER RENTAL EXPENSE 1883 1883 LICENSES AND FEES 1873 1873 350 350 1040584 657058 383526 0 46084 35967 287692 534684 327844 206021 3787 6477 578902 96484 477249 482418 8110653 9551458 0 3500 9253309 10820525 10272 7984 138146 163617 148418 171601 X 3144093 3979009 5960798 6669915 9104891 10648924 9253309 10820525 X 912201 575912 223942 -168022 X X 0 1 X 1 0 X 393209 426433 946264 550478 723175 3039559 393209 426433 946264 550478 723175 3039559 3039559 381511 409601 386990 497277 535673 2211052 5250611 0.57890 0.56370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 120944 3505092 0 0 0 4117624 49194 609187 148890 24452 4602662 3527865 61647 694377 143223 23042 4117624 3821054 60458 -189473 140883 23291 3527865 3502232 31616 443049 133652 22191 3821054 3397601 10972 230966 115555 21752 3502232 0 0 411472 411472 157771 96001 61770 9659 483 9176 482418 MUTUAL FUNDS 9322151 F UNITRUST ASSETS 229307 F 9551458 ANNUITY OBLIGATION 153536 DEPOSITS 2600 ACCRUED PAYROLL 7481 163617 X 2810518 575913 223942 57878 857733 1952785 0 1952785 1266485 225900 225900 1040585 -1 -1 1040584 Part V, Line 4: INCOME FROM THE EVANS SCHOLARSHIP ENDOWMENT FUND IS TO AWARD SCHOLARSHIPS TO STUDENTS WHO ARE PURSUING NURSING DEGREES FROM OREGON HEALTH & SCIENCE UNIVERSITY AT THE ASHLAND CAMPUS OR ROGUE COMMUNITY COLLEGE. INCOME FROM THE NIXON ENDOWMENT FUND IS GIFTED ANNUALLY TO THE FOUNDATION'S LIGHTS FOR LIFE CAMPAIGN. Part X, Line 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES GENERATED FROM THE RENTAL OF CERTAIN DEBT-FINANCED PROPERTY. AT DECEMBER 31, 2020, THE ACTIVITY REPORTED OPERATING INCOME OF $0 WHICH DID NOT ADD OR SUBTRACT FROM OPERATING LOSS CARRYFORWARDS. THE UNUSED NET OPERATING LOSS CARRYFORWARDS MAY BE APPLIED AGAINST FUTURE TAXABLE INCOME. THE DEFERRED TAX ASSET HAS NOT BEEN RECORDED IN THE FINANCIAL STATEMENTS DUE TO THE UNDETERMINABLE TIMING OF EVENTS OF WHICH THE FOUNDATION WOULD BE ABLE TO UTILIZE THE CARRYFORWARDS. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (FORM 990-T) FOR 2017, 2018, AND 2019 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY WERE FILED. MANAGEMENT BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN. Part XI, Line 2d - Other Adjustments: CHANGE IN SPLIT INTEREST AGREEMENT 8,878. GAIN ON CONTRIBUTION OF REAL ESTATE 49,000. Part XII, Line 4b - Other Adjustments: ROUNDING -1. 0 ASANTE ASHLAND COMMUNITY HOSPITAL 280 MAPLE STREET ASHLAND OR 97520 481224 FMV FUNDING PROVIDED TO ASSIST WITH: EQUIPMENT PURCHASES, GENERAL EDUCATION, AND ENHANCEMENTS TO PATIENT CARE. NURSING SCHOLARSHIPS AWARDED 29 120944 FMV X ACH ADMIN/OFFICE SPACE 1 192892 FMV X OTHER SERVICES/GIFTS 18 31050 COMPARABLE SALES 0 1 0 FORM 990, PART I LINE 1 - MISSION STATEMENT ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY. FORM 990 PART III, LINE 4a - PROGRAM SERVICE ACCOMPLISHMENTS PROGRAM SERVICE ACCOMPLISHMENTS CHARITY CARE: $724 THROUGH THE GENEROSITY OF ASANTE ASHLAND COMMUNITY HOSPITALISTS GIFTS WERE USED TO SUPPORT INPATIENTS IN NEED. COMMUNITY HEALTH INITIATIVE: $277 OVER 1,000 MITTENS, GLOVES AND HATS WERE DONATED TO STUDENTS IMPACTED BY THE ALMEDA FIRE IN THE PHOENIX-TALENT SCHOOL DISTRICT. DONOR CONTRIBUTIONS WERE USED TO SUPPORT THE PURCHASE OF MITTENS, GLOVES AND HATS. CONFERENCE ROOM $121,059 A GENEROUS ESTATE GIFT FROM SIDNEY AND BARBARA FIELD, AND OTHER DONOR DESIGNATED CONTRIBUTIONS HELPED SUPPORT THE RENOVATION OF THE HOSPITAL CONFERENCE ROOM. COVID-19 RESPONSE: $109,317 GRANTS FROM THE OREGON HEALTH AND SCIENCE UNIVERSITY SMALL HOSPITAL IMPROVEMENT PROGRAM, AND THE WILLIAM G. AND RUTH T. EVANS FUND OF THE OREGON COMMUNITY FOUNDATION SUPPORTED THE HOSPITAL'S RESPONSE TO COVID-19. DIAGNOSTIC IMAGING: $18,538 CONTRIBUTIONS TO THE CAREGIVER FUND AND OTHER DONOR DESIGNATED GIFTS SUPPORTED THE PURCHASE OF BREAST STABILIZATION EQUIPMENT IN WOMEN'S IMAGING AND THE CERTIFICATION OF MAMMOGRAPHY EQUIPMENT THROUGH THE AMERICAN COLLEGE OF RADIOLOGY. THROUGH THE GENEROSITY OF RETIRED PHYSICIAN JOHN BARTON MD, AN EMPLOYEE WAS ABLE TO ATTEND THE 2019 RADIOLOGICAL SOCIETY OF NORTH AMERICAN (RSNA) ANNUAL MEETING. IN ADDITION, AN EMPLOYEE WAS ABLE TO RECEIVE CT TRAINING THROUGH THE AMERICAN REGISTRY OF RADIOLOGIC TECHNOLOGISTS. EMPLOYEE ASSISTANCE FUND: $10,938 DONOR DESIGNATED CONTRIBUTIONS SUPPORTED 16 ASANTE ASHLAND COMMUNITY HOSPITAL EMPLOYEES EXPERIENCING A CRISIS AND FINANCIAL HARDSHIP, INCLUDING 11 EMPLOYEES DISPLACED BY THE ALMEDA FIRE. EDUCATION & PROFESSIONAL DEVELOPMENT FUND: $660 DONATIONS TO THE EDUCATION & PROFESSIONAL DEVELOPMENT FUND ENABLED AN ASANTE ASHLAND COMMUNITY HOSPITAL FAMILY BIRTH CENTER NURSE TO RECEIVE A SPECIALIZED LACTATION CERTIFICATION. ENGINEERING: $3,389 THROUGH THE GENEROSITY OF A DONOR DESIGNATED GIFT, FUNDS WERE USED TO PURCHASE A WASHER AND DRYER FOR THE ENVIRONMENTAL SERVICES DEPARTMENT. FAMILY BIRTH CENTER: $186 DONOR DESIGNATED GIFTS SUPPORTED THE PURCHASE OF A WHEELCHAIR. HOLISTIC PATIENT CARE: $3,319 DONOR DESIGNATED GIFTS SUPPORTED BOTH THE MASSAGE THERAPY PROGRAM AND THE HARPIST PROGRAM, WHICH ENHANCE PATIENT EXPERIENCE. INNOVATION: $10,000 DONOR DESIGNATED CONTRIBUTIONS SUPPORTED EDUCATION FOR HOSPITAL LEADERSHIP ON HEALTHCARE INNOVATION. MEDICAL SURGICAL UNIT: $4,022 CONTRIBUTIONS TO THE CAREGIVER FUND HELPED PURCHASE TWO SPECIALIZED PATIENT RECLINERS FOR HIGH FALL RISK PATIENTS. IN ADDITION, DONOR DESIGNATED GIFTS ALSO SUPPORTED THE PURCHASE OF MINOR EQUIPMENT FOR THE UNIT. NURSING SCHOLARSHIPS: $120,944 THE WILLIAM G. & RUTH T. EVANS ENDOWED NURSING SCHOLARSHIP SUPPORTED SCHOLARSHIPS FOR 29 STUDENTS ENROLLED IN NURSING PROGRAMS AT ROGUE COMMUNITY COLLEGE AND OREGON HEALTH & SCIENCE UNIVERSITY - ASHLAND CAMPUS. NUTRITIONAL SERVICES: $980 DONOR DESIGNATED GIFTS WERE USED TO SUPPORT THE PURCHASE OF A NEW PRINTER. PARKING LOT: $49,000 A PARCEL OF LAND IN TALENT, OREGON ADJACENT TO 209 N. PACIFIC HWY AND 49 TALENT AVENUE WAS DONATED TO ASANTE ASHLAND COMMUNITY HOSPITAL TO SUPPORT STAFF PARKING. RESPIRATORY THERAPY: $7,630 CONTRIBUTIONS TO THE CAREGIVER FUND PURCHASED TWO V30 AUTO MOBILITY UNITS. THE UNITS PROVIDE RESPIRATORY SUPPORT TO PATIENTS AND HELP EASE THEIR TRANSITION TO A HOME UNIT BEFORE DISCHARGE. SCHOOL NURSE PROGRAM: $82,977 DONOR DESIGNATED GIFTS AND GRANTS FROM THE COW CREEK UMPQUA INDIAN FOUNDATION, THE REED AND CAROLEE WALKER FUND OF THE OREGON COMMUNITY FOUNDATION, THE SHARKEY FOUNDATION, ASHLAND FOOD CO-OP AND SHOP'N KART SUPPORTED NURSING SERVICES FOR CHILDREN IN K-12 SCHOOLS IN ASHLAND, PHOENIX, AND TALENT. SMALL HOSPITAL IMPROVEMENT PROGRAM: $10,308 A GRANT FROM THE OREGON HEALTH AND SCIENCE UNIVERSITY SMALL HOSPITAL IMPROVEMENT PROGRAM (SHIP) SUPPORTED THE MEASUREMENT AND REPORTING OF PATIENT EXPERIENCE. ULTRAVIOLET TECHNOLOGY: $96,900 DONATIONS FROM THE PATRONS CAMPAIGN SUPPORTED THE PURCHASE OF TWO OPTIMUM ENLIGHT SYSTEM DEVICES, THE LATEST IN ULTRAVIOLET TECHNOLOGY, FOR THE STERILIZATION OF OPERATING ROOMS AND PATIENT CARE AREAS AT ASANTE ASHLAND COMMUNITY HOSPITAL. Form 990, Part VI, Section A, line 6 FOUNDATION BOARD MEMBERS SERVE AS VOTING MEMBERS WITH AUTHORITY AND RESPONSIBILITY TO DEVELOP POLICIES, PROCEDURES, AND REGULATIONS NECESSARY TO OPERATE THE FOUNDATION, PARTICIPATE IN FUNDRAISING THROUGH PERSONAL CONTRIBUTIONS, AND PARTICPATE IN THE VARIOUS CAMPAIGNS NECESSARY TO FINANCE THE ONGOING OPERATION OF THE FOUNDATION AND ITS WORK WITH THE HOSPITAL. BOARD MEMBERS SERVE A THREE YEAR TERM (UNLESS ELECTED TO FILL AN UNEXPIRED TERM). Form 990, Part VI, Section A, line 7a THE OFFICERS SHALL BE ELECTED BY, AND SHALL SERVE AT THE PLEASURE OF, THE BOARD, AND SHALL HOLD THEIR RESPECTIVE OFFICES UNTIL THEIR RESIGNATION, REMOVAL, OR OTHER DISQUALIFICATION FROM SERVICE, OR UNTIL THEIR RESPECTIVE SUCCESSORS SHALL BE ELECTED. THE PRESIDENT SHALL BE ELECTED FOR A TWO-YEAR TERM OF OFFICE. VICE-PRESIDENT, SECRETARY AND TREASURER SHALL BE ELECTED ANNUALLY. Form 990, Part VI, Section A, line 7b FOUNDATION BOARD MEMBERS ARE EXPECTED TO ATTEND MONTHLY BOARD MEETINGS, STANDING COMMITTEES (AS ASSIGNED), AD HOC COMMITTEE MEETINGS (AS APPOINTED) AND SPECIAL EVENTS (AS ANNOUNCED). CONTINUITY OF ATTENDANCE AND PARTICIPATION AS A POLICY MAKER AND PLANNER IS IMPERATIVE FOR SERVING AS A VOTING MEMBER. Form 990, Part VI, Section B, line 11b THE ACH FOUNDATION HAS A STANDING ASSET MANAGEMENT COMMITTEE THAT MEETS QUARTERLY TO REVIEW FINANCIAL STATEMENTS, INCLUDING EXPENSES, INCOME, GRANTS, CASH DISBURSEMENTS, BALANCE SHEET, PROFIT AND LOSS, AND ANY AUDIT LETTERS. IN ADDITION, TIME IS ALLOCATED AT EACH QUARTERLY BOARD MEETING TO REVIEW FINANCIAL STATEMENTS AND THE ANNUAL AUDIT IS PRESENTED TO THE FULL FOUNDATION BOARD UPON ITS COMPLETION. BOTH THE ASSET MANAGEMENT COMMITTEE AND THE BOARD MONITOR THE FINANCIAL RESOURCES TO ENSURE THAT FUNDS ARE APPROPRIATELY ACCOUNTED FOR. THE FOUNDATION BOARD TREASURER REVIEWS THE FINANCIAL STATEMENTS ON A MONTHLY BASIS. FINANCIAL STATEMENTS: 1. THE ACH FOUNDATION IS NOT REQUIRED BY LAW TO UNDERGO AN AUDIT BY AN INDEPENDENT AUDITOR. 2. THE ACH FOUNDATION HAS NOT RECEIVED FEDERAL FUNDS THAT REQUIRES ONE OR MORE AUDITS. 3. THE ACH FOUNDATION BOARD HAS AN ESTABLISHED ASSET MANAGEMENT COMMITTEE WHICH MAKES RECOMMENDATIONS ON THE SELECTION OF THE INDEPENDENT AUDITOR TO THE FOUNDATION BOARD. IN ADDITION, THEY OVERSEE THE INDEPENDENT AUDITOR. 4. THE ACH FOUNDATION CURRENTLY HAS FINANCIAL STATEMENTS COMPILED BY AN INDEPENDENT ACCOUNTANT AND AUDITED ANNUALLY BY A QUALIFIED THIRD-PARTY. Form 990, Part VI, Section B, line 12c ALL BOARD MEMBERS ARE EXPECTED TO ACCEPT AND ADHERE TO POLICIES AND HOLD FELLOW BOARD MEMBERS AND STAFF TO THE SAME STANDARDS. MONITORING OF SUCH IS ONGOING. Form 990, Part VI, Section C, line 18 THE FOUNDATION'S DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION MAY BE REQUESTED FOR VIEWING BY CONTACTING THE FOUNDATION'S OFFICE. Form 990, Part VI, Section C, line 19 THE FOUNDATION'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND BY VISITING THE WEBSITE WWW.ACHFOUNDATION.ORG Form 990, Part XI, line 9: CHANGE IN MARKET VALUE OF TRUST ASSETS 8,878. IN-KIND EXPENSES -225,900. GAIN ON DONATION OF REAL ESTATE 49,000. FINANCIAL STATEMENT AND AUDIT OVERSIGHT THE OVERSIGHT OR SELECTION PROCESS HAS NOT CHANGED DURING THE YEAR.