2023-06-13T08:25:02-05:00 2022-12-31 831514211 FMC CPAS PLLC 3100 WEST END AVENUE STE 700 NASHVILLE TN 37203 990 2022-01-01 470957872 THE HCA HOPE FUND HCAH 8778574673 PO BOX 550 NASHVILLE TN 372020550 RONALD LEE GRUBBS JR ASSISTANT SECRETARY 6153442665 2023-06-01 1 RONALD LEE GRUBBS JR 999009999 0 TEDRA K ARMSTRONG CPA P00499556 6152923011 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HCA HEALTHCARE HOPE FUND JOE FLYNN ONE PARK PLAZA NASHVILLE TN 37203 11089222 0 X WWW.HCAHOPEFUND.COM X 2005 TN PROVIDE ASSISTANCE TO CURRENT AND FORMER EMPLOYEES OF AFFILIATES OF HCA HEALTHCARE, INC., INDIVIDUALS WHO PROVIDE CONTRACT SERVICES TO AFFILIATES OF HCA HEALTHCARE, INC., AND THEIR RESPECTIVE FAMILIES IN TIMES OF NEED. 31 31 0 188 0 0 11152116 10681791 0 0 183081 314243 -7068 -15115 11328129 10980919 10853688 12441813 0 0 0 0 0 0 196053 330938 439273 11184626 12881086 143503 -1900167 21200285 18698016 44495 10766 21155790 18687250 X THE HCA HOPE FUND (THE "HOPE FUND") OPERATES TO HELP CURRENT AND FORMER EMPLOYEES OF AFFILIATES OF HCA HEALTHCARE, INC., INDIVIDUALS WHO PROVIDE CONTRACT SERVICES TO AFFILIATES OF HCA HEALTHCARE, INC., AND THEIR RESPECTIVE FAMILIES WHO ARE AFFECTED BY FINANCIAL HARDSHIP DUE TO AN EVENT BEYOND THEIR CONTROL, INCLUDING DISASTERS, DEATH OF AN ELIGIBLE INDIVIDUAL OR IMMEDIATE FAMILY MEMBER, EXTENDED ILLNESS OR INJURY, DOMESTIC VIOLENCE, AND OTHER SPECIAL SITUATIONS. 0 0 12606616 12441813 PROVIDED GRANTS TO 4,434 CURRENT AND FORMER EMPLOYEES OF AFFILIATES OF HCA HEALTHCARE, INC., INDIVIDUALS WHO PROVIDE CONTRACT SERVICES TO AFFILIATES OF HCA HEALTHCARE, INC., AND THEIR RESPECTIVE FAMILIES WHO WERE AFFECTED BY FINANCIAL HARDSHIP DUE TO AN EVENT BEYOND THEIR CONTROL, INCLUDING DISASTERS, DEATH OF AN ELIGIBLE INDIVIDUAL OR IMMEDIATE FAMILY MEMBER, EXTENDED ILLNESS OR INJURY, DOMESTIC VIOLENCE, AND OTHER SPECIAL SITUATIONS. PROVIDED GRANTS TO AN ADDITIONAL 1,341 ELIGIBLE EMPLOYEES IN CONJUNCTION WITH THE HOPE FUND'S SAVERS PROGRAM. REFER TO SCHEDULE I FOR ADDITIONAL INFORMATION. 12606616 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 AL AK AR CA CT FL HI IL KS KY MA MD ME MI MN MS NC NH NJ NM NY OK OR PA RI SC TN UT VA WI WV GA X JOE FLYNN 8778574673 ONE PARK PLAZA NASHVILLE TN 37203 X JILL ADAMS DIRECTOR 0.30 X 0 0 0 BECKY ADIX DIRECTOR 0.30 X 0 0 0 ANNA BACKMAN DIRECTOR 0.30 X 0 0 0 LASHARNDRA BARBARIN DIRECTOR 0.30 X 0 0 0 REBECCA BARNES DIRECTOR 0.30 X 0 0 0 SCOTT CIHAK DIRECTOR 0.30 X 0 0 0 SHANNON DAUCHOT DIRECTOR 0.30 X 0 0 0 JACKIE DESOUZA-VAN BLARICUM DIRECTOR 0.30 X 0 0 0 NANCY DWYER DIRECTOR 0.30 X 0 0 0 JILLIAN EISCHEID DIRECTOR 0.30 X 0 0 0 ERIC EVANS DIRECTOR 0.30 X 0 0 0 SHAHZAD FAKHAR DIRECTOR 0.30 X 0 0 0 JON FOSTER DIRECTOR 0.30 X 0 0 0 BETSY HUNSICKER DIRECTOR 0.30 X 0 0 0 LOUIS JOSEPH DIRECTOR 0.30 X 0 0 0 JAYA KUMAR MD DIRECTOR 0.30 X 0 0 0 ASHLEY MCCLELLAN DIRECTOR 0.30 X 0 0 0 GINA MELBY DIRECTOR 0.30 X 0 0 0 DAN MILLER DIRECTOR 0.30 X 0 0 0 FRAN PASCHALL EFF 5522 DIRECTOR 0.30 X 0 0 0 DEB REINER DIRECTOR 0.30 X 0 0 0 ERICA ROSSITTO DIRECTOR 0.30 X 0 0 0 JEFF SOLLIS DIRECTOR 0.30 X 0 0 0 SONIA WELLMAN DIRECTOR 0.30 X 0 0 0 DAMITA WILLIAMS DIRECTOR 0.30 X 0 0 0 JENNIFER BERRES CHAIR 2.00 X X 0 0 0 JOANNE F PULLES VICE CHAIR 2.00 X X 0 0 0 JOE FLYNN PRESIDENT 12.00 X X 0 0 0 JOHN M HACKETT EFF 2322 TREASURER 1.00 X X 0 0 0 J WILLIAM B MORROW THRU 2222 TREASURER 1.00 X X 0 0 0 SUSAN SHORT JONES SECRETARY 2.00 X X 0 0 0 RONALD LEE GRUBBS JR ASSISTANT SECRETARY 0.50 X X 0 0 0 SAM HAZEN EX-OFFICIO HONORARY CHAIR 0.25 X 0 0 0 0 0 0 0 0 0 0 0 274006 10407785 281577 10681791 290754 290754 42488 18999 23489 23489 23489 69691 274006 84806 -15115 -15115 4498 4498 0 10980919 0 0 299128 12441813 12441813 57005 57005 57017 36336 20681 124573 59389 684 64500 21016 9540 11476 165955 68900 97055 3333 178 2437 718 1623 1623 4892 4892 LICENSES AND FEES 3859 3859 12881086 12606616 78417 196053 X 162948 82434 0 80514 92134 5131 15773504 13577393 2146391 2313151 44570 50018 144657 250782 64631 64631 1623 0 20329 10503 2976847 2483541 230 7497 21200285 18698016 35995 5266 8500 5500 44495 10766 X 20302544 17645933 853246 1041317 21155790 18687250 21200285 18698016 -1900167 -568373 0 X X 0 1 X 1 0 X 8096048 8679124 15045534 11152116 10681791 53654613 8096048 8679124 15045534 11152116 10681791 53654613 18212547 35442066 275637 338718 143532 88747 290754 1137388 18618 10636 29254 54821255 0.64650 0.65130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64631 64631 0 0 MFB NTGI COM DAILY S&P500 EQUITY INDEX FUND - LENDING 1702468 F MFB NTGI COMMON DAILY AGGREGATE BOND INDEX FUND - LENDING 781073 F 2483541 11100094 -568373 686059 -3009 114677 10985417 -4498 -4498 10980919 13568634 686059 -3009 683050 12885584 -4498 -4498 12881086 PART XI, LINE 2D - OTHER ADJUSTMENTS: DONATED SERVICES NETTED WITH INVESTMENT INCOME IN AUDITED FINANCIAL STMT PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST PROCEEDS IN FORM 990, INCLUDED WITH MARKETING AND PROMOTIONAL EXPENSE IN AUDITED FINANCIAL STATEMENT PART XII, LINE 2D - OTHER ADJUSTMENTS: DONATED SERVICES NETTED WITH INVESTMENT INCOME IN AUDITED FINANCIAL STMT PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD NETTED AGAINST PROCEEDS IN FORM 990, INCLUDED WITH MARKETING AND PROMOTIONAL EXPENSE IN AUDITED FINANCIAL STATEMENT GOLF TOURNAMENT 343697 274006 69691 29142 43440 11204 1020 343697 274006 69691 29142 43440 11204 1020 84806 -15115 1 CASH ASSISTANCE TO CURRENT AND FORMER EMPLOYEES OF AFFILIATES OF HCA HEALTHCARE, INC., INDIVIDUALS WHO PROVIDE CONTRACT SERVICES TO AFFILIATES OF HCA HEALTHCARE, INC., AND THEIR RESPECTIVE FAMILIES IMPACTED BY HURRICANE, FIRE, FLOOD, TORNADO, OR OTHER NATURAL DISASTERS. 1023 1629900 CASH ASSISTANCE TO CURRENT AND FORMER EMPLOYEES OF AFFILIATES OF HCA HEALTHCARE, INC., INDIVIDUALS WHO PROVIDE CONTRACT SERVICES TO AFFILIATES OF HCA HEALTHCARE, INC., AND THEIR RESPECTIVE FAMILIES FOR RELIEF OF FINANCIAL HARDSHIP DUE TO ILLNESS AND INJURY. 2126 6951300 CASH ASSISTANCE TO CURRENT AND FORMER EMPLOYEES OF AFFILIATES OF HCA HEALTHCARE, INC., INDIVIDUALS WHO PROVIDE CONTRACT SERVICES TO AFFILIATES OF HCA HEALTHCARE, INC., AND THEIR RESPECTIVE FAMILIES FOR RELIEF OF FINANCIAL HARDSHIP FOR DEATH OF AN ELIGIBLE INDIVIDUAL OR IMMEDIATE FAMILY MEMBER. 323 1061810 CASH ASSISTANCE TO CURRENT AND FORMER EMPLOYEES OF AFFILIATES OF HCA HEALTHCARE, INC., INDIVIDUALS WHO PROVIDE CONTRACT SERVICES TO AFFILIATES OF HCA HEALTHCARE, INC., AND THEIR RESPECTIVE FAMILIES FOR RELIEF OF FINANCIAL HARDSHIP DUE TO DOMESTIC VIOLENCE. 116 312550 CASH ASSISTANCE TO CURRENT AND FORMER EMPLOYEES OF AFFILIATES OF HCA HEALTHCARE, INC., INDIVIDUALS WHO PROVIDE CONTRACT SERVICES TO AFFILIATES OF HCA HEALTHCARE, INC., AND THEIR RESPECTIVE FAMILIES FOR RELIEF OF FINANCIAL HARDSHIP DUE TO OTHER SPECIAL SITUATIONS. 846 2075000 CASH ASSISTANCE TO CURRENT EMPLOYEES OF AFFILIATES OF HCA HEALTHCARE, INC., FOR PARTICIPATION IN THE HOPE FUND'S SAVERS PROGRAM. 1341 411253 SCHEDULE I, PART I, LINE 2 THE HOPE FUND MONITORS THE USE OF GRANT FUNDS BY FOLLOWING A DETAILED APPLICATION PROCESS TO DETERMINE ELIGIBILITY OF APPLICANTS FOR FINANCIAL SUPPORT. THIS PROCESS INCLUDES COMPLETION OF AN APPLICATION, REVIEW AND RECOMMENDATION BY A LOCAL FUND LEADER OR COMMITTEE, AND SUBMISSION OF THE APPLICATION AND SUPPORTING DOCUMENTATION TO THE HOPE FUND STAFF FOR REVIEW AND APPROVAL. APPROVED GRANTS ARE PAID VIA DIRECT DEPOSIT. ELIGIBILITY IS BASED ON ACTIVE OR PREVIOUS EMPLOYMENT AT A FACILITY AFFILIATED WITH HCA HEALTHCARE, INC. AS A FULL-TIME, PART-TIME, OR "PRN" EMPLOYEE WORKING AN AVERAGE OF 12 HOURS PER WEEK OR MORE. INDIVIDUALS WHO PROVIDE CONTRACT SERVICES TO AFFILIATES OF HCA HEALTHCARE, INC. ARE ALSO ELIGIBLE. ELIGIBLE APPLICANTS SUFFERING A FINANCIAL HARDSHIP RELATED TO A DISASTER MAY RECEIVE UP TO $10,000 BASED ON HOUSEHOLD SIZE AND LEVEL OF DAMAGE. A DETAILED FUNDING GRID IS USED TO DETERMINE THE GRANT AMOUNT FOR DISASTER APPLICANTS. APPLICANTS APPLYING FOR ASSISTANCE RELATED TO DEATH OF AN ELIGIBLE INDIVIDUAL OR IMMEDIATE FAMILY MEMBER, HARDSHIP ARISING FROM DOMESTIC VIOLENCE, AND EXTENDED ILLNESS, INJURY, OR OTHER SPECIAL SITUATIONS MAY QUALIFY FOR UP TO $7,500. GENERALLY, APPLICANTS ARE ELIGIBLE TO RECEIVE FINANCIAL ASSISTANCE ONE TIME PER TWELVE-MONTH PERIOD, WITH NO GRANT EXCEEDING THE MAXIMUM AMOUNT ASSIGNED FOR EACH GRANT CATEGORY. THE GRANT MAY BE AMENDED FOR ADDITIONAL PAYMENTS WITHIN THE TWELVE-MONTH PERIOD OF TIME NOT TO EXCEED THE GRANT MAXIMUM. THIS ANNUAL LIMITATION EXCLUDES DISASTER-RELATED GRANTS. EACH GRANT RECIPIENT IS LIMITED TO A ROLLING FIVE-YEAR MAXIMUM LIMIT OF $10,000, EXCLUDING DISASTER-RELATED GRANTS. IN ADDITION, ELIGIBLE EMPLOYEES WHO EARN LESS THAN 400% OF THE FEDERAL POVERTY LEVEL MAY PARTICIPATE IN THE HOPE FUND'S SAVERS PROGRAM, WHICH ENCOURAGES SAVING BEHAVIORS THAT STUDIES HAVE FOUND PROVIDE CRITICAL AID IN TIMES OF SHORT-TERM FINANCIAL EMERGENCIES. THE HOPE FUND'S SAVERS PROGRAM PROVIDES A SIGN-ON INCENTIVE OF $40 AND MATCHING FUNDS OF UP TO $480 TO PARTICIPANTS AS THEY DEMONSTRATE CONTRIBUTION TO A SAVINGS ACCOUNT OVER A 6-MONTH PERIOD. IN ADDITION, PARTICIPANTS HAVE ACCESS TO A COMMUNITY CHAT FORUM AND RESOURCE LIBRARY. X 2 10358 FAIR VALUE X SOFTWARE LICENSE FEES 3 260742 COST X GIVEAWAY ITEMS 5 10477 COST 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 OFFICERS JENNIFER BERRES, JOHN HACKETT, AND WILLIAM MORROW AND BOARD MEMBERS JON FOSTER AND DEB REINER EACH SERVED AS A SENIOR OFFICER OF HCA HEALTHCARE, INC. DURING 2022. ACCORDINGLY, THEY ARE DEEMED TO HAVE A BUSINESS RELATIONSHIP WITH EACH OTHER. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS VIA E-MAIL FOR REVIEW AND COMMENT PRIOR TO ITS SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER REVIEWS AND SIGNS A CONFLICT OF INTEREST STATEMENT ANNUALLY. BOARD MEMBERS ARE INSTRUCTED TO CONTACT THE BOARD CHAIR AND HOPE FUND MANAGEMENT IF ACTUAL OR POTENTIAL CONFLICTS ARISE. FORM 990, PART VI, SECTION C, LINE 18 THE HOPE FUND'S FORMS 990 AND 1023 ARE AVAILABLE FOR REVIEW UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE HOPE FUND'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. GENERALLY, THE ORGANIZATION DOES NOT MAKE GOVERNING DOCUMENTS OR THE CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C, DESCRIPTION OF AUDIT COMMITTEE PROCESS: THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS IDENTIFIED AS THE AUDIT COMMITTEE FOR OVERSIGHT OF THE INDEPENDENT AUDIT, INCLUDING SELECTION OF THE AUDITOR. THERE WAS NO CHANGE IN THIS PROCESS FOR 2022. FORM 990, PART VI, SECTION B, LINES 13 AND 14, DESCRIPTION OF WHISTLEBLOWER POLICY AND DOCUMENT RETENTION POLICY: MANAGEMENT AND STAFF OF THE HOPE FUND ADHERE TO THE WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICIES THAT HAVE BEEN ADOPTED BY HCA HEALTHCARE, INC. FORM 990, PART VI, SECTION B, LINE 15: ALL OFFICERS AND DIRECTORS SERVE ON A VOLUNTEER BASIS WITHOUT COMPENSATION.