2023-10-17T10:58:16-05:00 2022-12-31 620713250 KRAFTCPAS PLLC 6136 SHALLOWFORD ROAD 101 CHATTANOOGA TN 374217214 990 2022-01-01 581426458 JOURNEY HEALTH FOUNDATION HOSP 4232805740 PO BOX 46 CHATTANOOGA TN 37401 BRITTON TABOR INTERIM CHIEF FINANCIAL OFFICER 4232805740 2023-10-17 1 BRITTON TABOR 999009999 1 FRANCES E LEAHY P00713593 4238947400 2023-10-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BRITTON TABOR PO BOX 46 CHATTANOOGA TN 37401 194973355 0 X WWW.JOURNEYHEALTHFOUNDATION.ORG X 1981 TN CONVENE PASSIONATE, COLLABORATIVE PARTNERS TO HELP BUILD BOLD, DATA-DRIVEN SYSTEMS AND SOLUTIONS THAT PROMOTE HEALTHY COMMUNITIES FOR ALL 10 10 3 0 0 0 11631271 154210 39889225 0 68553731 4013820 120746 230171 120194973 4398201 0 0 0 0 25166029 343006 0 0 0 15117127 2466100 40283156 2809106 79911817 1589095 104628496 104744653 8500868 8835227 96127628 95909426 X CONVENE PASSIONATE, COLLABORATIVE PARTNERS TO HELP BUILD BOLD, DATA-DRIVEN SYSTEMS AND SOLUTIONS THAT PROMOTE HEALTHY COMMUNITIES FOR ALL 1 0 510 JOURNEY HEALTH FOUNDATION (JHF) WAS RECENTLY ESTABLISHED IN 2021 AFTER THE SALE OF ALLEO HEALTH SYSTEM/HOSPICE OF CHATTANOOGA AND THE DISSOLUTION OF THE HOSPICE OF CHATTANOOGA FOUNDATION WITH A NEW MISSION FOCUSING ON SUPPORTING COMMUNITY HEALTH IN THE GREATER CHATTANOOGA TENNESSEE AREA. DURING 2022, JOURNEY HEALTH FOUNDATION WAS STILL DETERMINING ITS NEW PROGRAM AFTER THE SALE. DURING 2023, JOURNEY HEALTH FOUNDATION ENTERED INTO A FUNDING COLLABORATION WITH THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA TO SUPPORT THE BUILDING OF A NURSING SCHOOL BUILDING TO INCREASE THE NUMBER OF REGISTERED NURSING GRADUATES IN THE COMMUNITY. 510 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 6 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X BRITTON TABOR 4232405740 PO BOX 46 CHATTANOOGA TN 37401 X CAROL NEWTON CHAIR 1.00 X X 0 0 0 DANA PERRY VICE CHAIR 1.00 X X 0 0 0 BILL WILDER CPCU SECRETARY(END 1/25/22) 1.00 X X 0 0 0 DR MUKTA PANDA TRUSTEE(END 4/12/22) 1.00 X 0 0 0 DAISY BALLARD TRUSTEE 1.00 X 0 0 0 HELEN PINKERTON MPH TRUSTEE 1.00 X 0 0 0 SISTER JUDY RALEY TRUSTEE 1.00 X 0 0 0 BILL STILES TRUSTEE 1.00 X 0 0 0 LINA HART TRUSTEE 1.00 X 0 0 0 DR MARTINA HARRIS TRUSTEE(BEGIN 4/2022) 1.00 X 0 0 0 NITI TEJANI TRUSTEE(BEGIN 4/2022) 1.00 X 0 0 0 REGINALD YATES TRUSTEE(BEGIN 4/2022) 1.00 X 0 0 0 TRACY WOOD PRESIDENT/CEO (6/2022) 39.00 1.00 X 39032 0 6237 BRITTON TABOR INTERIM CHIEF FINANCIAL OFFICER 39.00 1.00 X 160625 0 0 JASMINE RIPPON DIRECTOR OF FUNDRAISING AND OPERATIONS 40.00 X 132862 0 6589 332519 0 12826 2 0 1 0 FOUR BRIDGES SOLUTIONS LLC 1168 CUMBERLAND RD CHATTANOOGA TN 37419 CONSULTING 160625 CHAMBLISS BAHNER & STOPHEL PC 605 CHESTNUT STREET SUITE 1700 CHATTANOOGA TN 37450 LEGAL SERVICES 129331 2 154210 154210 2579276 2579276 181500 0 181500 181500 181500 188109698 3900000 188099454 2475700 10244 1424300 1434544 1434544 MISCELLANEOUS INCOME 621990 48671 48671 48671 4398201 48671 0 4195320 45270 45270 238071 238071 5263 5263 15175 15175 39227 39227 225911 225911 71490 71490 141206 141206 143933 143933 5000 5000 3038 3038 64343 64343 2524 2524 49339 49339 84784 84784 MISCELLANEOUS 1642614 510 1642104 DUES AND SUBSCRIPTIONS 31918 31918 2809106 510 2808596 0 62333 52676 1907738 4105086 8217000 7999964 281263 202485 668750 187 2992989 668563 91167173 91715879 104628496 104744653 7787545 8835227 713323 0 8500868 8835227 X 96127628 95909426 96127628 95909426 104628496 104744653 1589095 -1807297 0 X X 0 1 X 1 0 X 521588 689995 1050000 11631271 154210 14047064 521588 689995 1050000 11631271 154210 14047064 14047064 148916 124156 109438 300211 2760776 3443497 10270 9409 78367 46867 48671 193584 17684145 178994395 0.79430 0.93910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 664274 664274 4476 187 4289 668563 X PART X, LINE 2: JOURNEY HEALTH FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. JOURNEY HEALTH FOUNDATION FILES AN IRS FORM 990 ANNUALLY. JOURNEY HEALTH FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS WITHIN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH THESE CHANGES, JOURNEY HEALTH FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. JOURNEY HEALTH FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 OR 2021. X X X 0 0 0 0 0 0 0 0 0 BRITTON TABOR INTERIM CHIEF FINANCIAL OFFICER 160625 0 0 0 0 0 0 0 0 0 160625 0 0 0 SCHEDULE J, PART II BRITTON'S COMPENSATION IS PAID TO A MANAGEMENT COMPANY THAT IS REPORTED ON FORM 990, PART VII, SECTION B. FOUR BRIDGES SOLUTIONS LLC ENTITY MORE THAN 35% OWNED BY INTERIM CFO 160625 PAYMENT FOR CFO SERVICES 0 SCHEDULE L, PART IV BRITTON TABOR IS THE INTERIM CHIEF FINANCIAL OFFICER OF JOURNEY HEALTH FOUNDATION AND OWNS 50% OF FOUR BRIDGES SOLUTIONS, LLC. DURING 2022, JOURNEY HEALTH FOUNDATION PAID FOUR BRIDGES SOLUTIONS, LLC. AS AN INDEPENDENT CONTRACTOR FOR BRITTON'S SERVICES AS INTERIM CHIEF FINANCIAL OFFICER. FORM 990, PART III, LINE 2 JOURNEY HEALTH FOUNDATION (JHF) WAS RECENTLY ESTABLISHED IN 2021 AFTER THE SALE OF ALLEO HEALTH SYSTEM/HOSPICE OF CHATTANOOGA AND THE DISSOLUTION OF THE HOSPICE OF CHATTANOOGA FOUNDATION WITH A NEW MISSION FOCUSING ON SUPPORTING COMMUNITY HEALTH IN THE GREATER CHATTANOOGA TENNESSEE AREA. DURING 2022, JOURNEY HEALTH FOUNDATION WAS STILL DETERMINING ITS NEW PROGRAM AFTER THE SALE. DURING 2023, JOURNEY HEALTH FOUNDATION ENTERED INTO A FUNDING COLLABORATION WITH THE UNIVERSITY OF TENNESSEE AT CHATTANOOGA TO SUPPORT THE BUILDING OF A NURSING SCHOOL BUILDING TO INCREASE THE NUMBER OF REGISTERED NURSING GRADUATES IN THE COMMUNITY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM THEN REVIEWED AND VERIFIED BY THE INTERIM CHIEF FINANCIAL OFFICER. COPIES OF THE FORM ARE THEN SENT TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT. AFTER RESPONDING TO ALL INQUIRIES AND MAKING ANY NECESSARY CHANGES, THE FINAL VERSION IS SIGNED BY THE CHIEF FINANCIAL OFFICER AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AS PROVIDED IN SECTION 8.5 OF THE BYLAWS, THE BOARD OF DIRECTORS HAS ESTABLISHED AND ENFORCES A CONFLICTING INTEREST TRANSACTIONS POLICY ("CONFLICTING INTEREST TRANSACTIONS POLICY"). THE PROVISIONS OF THE CONFLICTING INTEREST TRANSACTIONS POLICY INCLUDE: A REQUIREMENT FOR TIMELY DISCLOSURE OF THE EXISTENCE AND NATURE OF A DIRECTOR'S OR OFFICER'S CONFLICTING INTEREST AND ALL FACTS KNOWN BY A DIRECTOR OR OFFICER RESPECTING THE SUBJECT MATTER OF THE TRANSACTION THAT A DIRECTOR OR OFFICER FREE OF SUCH CONFLICTING INTEREST WOULD REASONABLY BELIEVE TO BE MATERIAL IN DECIDING WHETHER TO PROCEED WITH THE TRANSACTION; A DESCRIPTION OF A DIRECTOR'S OR OFFICER'S CONFLICTING INTEREST TRANSACTION; AND A PROCEDURE FOR DISCLOSING AND REPORTING A CONFLICTING INTEREST TRANSACTION. THE BYLAWS ALSO PROVIDE THAT THE FOUNDATION SHALL NOT ENTER INTO A TRANSACTION IN WHICH ANY OFFICER, DIRECTOR OR RELATED PERSON IS A PARTY OR HAS A MATERIAL FINANCIAL INTEREST IN THE TRANSACTION EXCEPT IN ACCORDANCE WITH APPLICABLE TENNESSEE LAW, WHICH PROVIDES THAT THE BOARD OF DIRECTORS MAY, IN ITS DISCRETION, AT ANY TIME APPOINT AN AD COMMITTEE OF QUALIFIED DIRECTORS FOR THE DELIBERATION AND VOTE ON ANY OFFICER'S OR DIRECTOR'S CONFLICTING INTEREST TRANSACTION. EACH DIRECTOR AND OFFICER REVIEWS ANNUALLY A COPY OF THE CONFLICTING INTEREST TRANSACTION POLICY AND SIGNS A CONFLICTS OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 15A COMPENSATION PROCESS FOR TOP OFFICIALS THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE ESTABLISHES COMPENSATION FOR THE CEO. THE BOARD AND EXECUTIVE COMMITTEE ARE COMPRISED OF DISINTERESTED DIRECTORS WHO POSSESS THE BUSINESS EXPERIENCE AND KNOWLEDGE NECESSARY TO REVIEW AND EVALUATE COMPARABILITY OF COMPENSATION DATA FROM SALARY GUIDES AND TO EVALUATE THE PERFORMANCE OF THE CEO. 15B COMPENSATION PROCESS FOR OFFICERS THE BOARD OF DIRECTORS HAS DELEGATED RESPONSIBILITY TO THE CEO FOR DETERMINING APPROPRIATE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES BY USING INDUSTRY STANDARDS AND KEY PERFORMANCE INDICATORS AS COMPARABILITY DATA FOR EVALUATING PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART VII TRACY WOODS IS THE FORMER CEO OF HOSPICE OF CHATTANOOGA (ENTITY NAME WHILE OPERATING AS A HEALTHCARE ENTITY). SHE BECAME A BOARD MEMBER IN JUNE 2022 AND SUBSEQUENTLY RESIGNED FROM THE BOARD IN SEPTEMBER 2022 TO BECOME THE PRESIDENT/CEO OF JOURNEY HEALTH FOUNDATION. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S OVERSIGHT PROCESS AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HOSPICE OF THE SOUTH INC 4411 OAKWOOD DRIVE CHATTANOOGA TN 374162367 832357861 HOSPICE TN 501(C)(3) LINE 10 JOURNEY HEALTH FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0