2024-08-14T11:03:48-04:00 2023-09-30 580914992 DRAFFIN & TUCKER LLP PO BOX 71309 ALBANY GA 317081309 990 2022-10-01 208726030 THE SOUTHEAST ALABAMA MEDICAL CENTER FOUNDATION INC SOUT 1922 FAIRVIEW AVENUE DOTHAN AL 36301 AMY BUNTING DIRECTOR 2024-08-13 true false WILLIAM EDWARD PHILLIPS P00451499 2298837878 2024-08-13 2022 2024-08-08 14:25:15Z THE SOUTHEAST HEALTH FOUNDATION AMY BUNTING 1806 FAIRVIEW AVENUE DOTHAN AL 36301 1244151 false X WWW.SEHEALTHFOUNDATION.ORG X 2006 AL OUR MISSION IS TO SUPPORT HEALTHCARE IN SOUTHEAST ALABAMA AND SURROUNDING AREAS. THE FOUNDATION PROVIDES FINANCIAL SUPPORT TO THE HOUSTON COUNTY HEALTH CARE AUTHORITY DBA SOUTHEAST HEALTH MEDICAL CENTER (SOUTHEAST HEALTH) AND ITS AFFILIATES BY ESTABLISHING PARTNERSHIPS IN ORDER TO ENHANCE HEALTH AND WELLNESS IN SOUTHEAST ALABAMA, NORTHWEST FLORIDA AND SOUTHWEST GEORGIA. THE FOUNDATION WORKS TO STRENGTHEN RELATIONSHIPS BETWEEN SOUTHEAST HEALTH, ITS AFFILIATES AND THE COMMUNITY WHILE HELPING FUND BOTH PRESENT AND FUTURE EQUIPMENT, TECHNOLOGY, FACILITY EXPANSION AND CLINICAL PROGRAM NEEDS. THE FOUNDATION SEEKS TO SUPPORT THE FEASIBILITY, DESIGN, AND CONSTRUCTION OF PHYSICAL STRUCTURES OUTLINED IN THE LONG-RANGE FACILITY IMPROVEMENT PLAN FOR SOUTHEAST HEALTH AND ITS AFFILIATES; ASSIST IN UNDERWRITING NEW TECHNOLOGY AND LIFESAVING MEDICAL EQUIPMENT; PREVENT OR LESSEN THE IMPACT DETECTION PROGRAMS AND INTERVENTION; FACILITATE INITIATIVES THAT ENCOURAGE A HEALTHY COMMUNITY; AND IDENTIFY AND C 19 19 0 0 979385 719512 0 9705 87027 10056 192931 999146 999470 707564 437189 0 0 0 142348 190898 172965 898462 610154 100684 389316 3991028 4380344 0 3991028 4380344 X OUR MISSION IS TO SUPPORT HEALTHCARE IN SOUTHEAST ALABAMA AND SURROUNDING AREAS. THE FOUNDATION PROVIDES FINANCIAL SUPPORT TO THE HOUSTON COUNTY HEALTH CARE AUTHORITY DBA SOUTHEAST HEALTH MEDICAL CENTER (SOUTHEAST HEALTH) AND ITS AFFILIATES BY ESTABLISHING PARTNERSHIPS IN ORDER TO ENHANCE HEALTH AND WELLNESS IN SOUTHEAST ALABAMA, NORTHWEST FLORIDA AND SOUTHWEST GEORGIA. THE FOUNDATION WORKS TO STRENGTHEN RELATIONSHIPS BETWEEN SOUTHEAST HEALTH, ITS AFFILIATES AND THE COMMUNITY WHILE HELPING FUND BOTH PRESENT AND FUTURE EQUIPMENT, TECHNOLOGY, FACILITY EXPANSION AND CLINICAL PROGRAM NEEDS. THE FOUNDATION SEEKS TO SUPPORT THE FEASIBILITY, DESIGN, AND CONSTRUCTION OF PHYSICAL STRUCTURES OUTLINED IN THE LONG-RANGE FACILITY IMPROVEMENT PLAN FOR SOUTHEAST HEALTH AND ITS AFFILIATES; ASSIST IN UNDERWRITING NEW TECHNOLOGY AND LIFESAVING MEDICAL EQUIPMENT; PREVENT OR LESSEN THE IMPACT DETECTION PROGRAMS AND INTERVENTION; FACILITATE INITIATIVES THAT ENCOURAGE A HEALTHY COMMUNITY; AND IDENTIFY AND C false false 437189 437189 TO SUPPORT HEALTHCARE IN SOUTHEAST ALABAMA AND SURROUNDING AREAS. THE FOUNDATION PROVIDES FINANCIAL SUPPORT TO THE HOUSTON COUNTY HEALTH CARE AUTHORITY DBA SOUTHEAST HEALTH MEDICAL CENTER AND THE ALABAMA COLLEGE OF OSTEOPATHIC MEDICINE. 437189 true true false false false false false true false true false false false false false true true true false false false false false false true false false true false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false true true false false false false false false false false X 19 19 false false false false false false false true true false false false true true true true true false false false X AMY BUNTING 3346734150 1806 FAIRVIEW AVENUE DOTHAN AL 36301 AMY BUNTING DIRECTOR 40.00 X 0 92244 11412 LEIGHANN ALIABADI TRUSTEE 1.00 X 0 0 0 DAVID BAILEY TRUSTEE 1.00 X 0 0 0 BEN BARRON TRUSTEE 1.00 X 0 0 0 BROWNIE BROWNING TRUSTEE 1.00 X 0 0 0 DIANE BUNTYN TRUSTEE 1.00 X 0 0 0 BEN CHAPMAN TRUSTEE(TERM 1.00 X 0 0 0 JOHN GORDON DO TRUSTEE 1.00 X 0 0 0 WALTER ELLIS TREASURER 1.00 X 0 0 0 STEPHANIE FISCHER TRUSTEE 1.00 X 0 0 0 GINA GRANT TRUSTEE 1.00 X 0 0 0 THOMAS HALFORD TRUSTEE 1.00 X 0 0 0 EMILY JERNIGAN SECRETARY 1.00 X X 0 0 0 VALERIE JUDAH TRUSTEE(TERM 1.00 X 0 0 0 GEORGE NARBY MD TRUSTEE 1.00 X 0 0 0 JAMES KELLEY MD TRUSTEE 1.00 X 0 0 0 JIM MARTIN TRUSTEE 1.00 X 0 0 0 MARCI NORDHUES CHAIRMAN 1.00 X X 0 0 0 JOHN PEACOCK TRUSTEE 1.00 X 0 0 0 ANGIE SALIBA TRUSTEE 1.00 X 0 0 0 ADAM THOMAS CHAIR ELECT 1.00 X X 0 0 0 WYNDI THOMPSON TRUSTEE 1.00 X 0 0 0 92244 11412 false false false 244681 474831 719512 87027 87027 437612 244681 244681 192931 192931 999470 279958 437189 437189 30617 30617 FUNDRAISING EXPENSES 142348 142348 610154 437189 30617 142348 1646396 1895376 2239839 2320364 19195 69235 82343 82343 3255 13026 3991028 4380344 0 0 X 344259 480395 3646769 3899949 3991028 4380344 3991028 4380344 X 389316 X false false X 823355 937453 728800 979385 719512 4188505 460554 406547 290722 300500 286082 1744405 1283909 1344000 1019522 1279885 1005594 5932910 787456 5145454 46866 29378 4085 9705 87027 177061 45915 37611 12541 106974 437612 640653 6750624 0.76220 0.82920 X PART II, LINE 10 FUNDRAISING EVENT INCOME 203,041 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50918 X false 1128751 4027 1000 1131778 1125617 1994 1140 1128751 1133536 4544 -12463 1125617 1132258 1278 1133536 1081321 50214 723 1132258 0.11170 0.88830 false false X 1530233 286082 244681 530763 999470 999470 1140917 286082 244681 530763 610154 610154 SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENTS ARE USED TO GENERATE INCOME FOR ONGOING AND FUTURE CAPITAL AND OPERATING NEEDS OF SOUTHEAST ALABAMA MEDICAL CENTER-SAMC ENDOWMENT (HEALTH & WELLNESS) FUND, AND THE ALABAMA COLLEGE OF OSTEOPATHIC MEDICINE-ACOM ENDOWMENT FUND. SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION EVALUATES ALL ACTIVITIES IN ORDER TO APPLY ACCOUNTING POLICIES THAT PRESCRIBE WHEN TO RECOGNIZE AND HOW TO MEASURE THE FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS INCOME TAX RETURNS. BASED ON THE RESULTS OF MANAGEMENTS EVALUATION, NO LIABILITY IS RECOGNIZED IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION FOR UNRECOGNIZED INCOME TAX POSITIONS. FURTHER, NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF SEPTEMBER 30, 2023 AND 2022 OR FOR THE YEARS THEN ENDED. THE FOUNDATIONS TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL INCOME TAX PURPOSES, THE TAX RETURNS ESSENTIALLY REMAIN OPEN FOR POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL INCOME TAX PURPOSES, THE TAX RETURNS ESSENTIALLY REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. SCHEDULE D, PAGE 4, PART XI, LINE 2D RECLASSIFIED EVENT EXPENSES 244,681 SCHEDULE D, PAGE 4, PART XII, LINE 2D RECLASSIFIED EVENT EXPENSES 244,681 THE GALA 357830 144642 213188 8934 24482 11830 99396 CHAMPIONS OF HO 220775 62706 158069 5404 5504 195 6500 45103 1 103688 37333 66355 9677 11627 5950 2260 7819 682293 244681 437612 15081 26065 30627 20590 152318 244681 192931 true ALABAMA COLLEGE OF OSTEOPATHIC MEDI 445 HEALTH SCIENCES BLVD DOTHAN AL 36303 273339185 C3 25626 FINANCIAL SUPPORT HOUSTON COUNTY HEALTH CARE AUTHORIT SOUTHEAST HEALTH MEDICAL CENTER 1922 FAIRVIEW AVENUE DOTHAN AL 36301 636004476 GOV 411563 FINANCIAL SUPPORT 2 SCHEDULE I, PAGE 1, PART I, LINE 2 THE ORGANIZATION OFFERS GRANTS TO SUPPORT INITIATIVES SUPPORTED BY THE HOUSTON COUNTY HEALTH CARE AUTHORITY (DBA SOUTHEAST HEALTH MEDICAL CENTER) OR TO THE ALABAMA COLLEGE OF OSTEOPATHIC MEDICINE. GRANTS ARE NOT MADE TO ANY OTHER ORGANIZATIONS. ALL REQUESTS FOR GRANTS ARE EVALUATED BY INTERNAL PERSONNEL AND ORGANIZATION LEADERSHIP FOR APPROVAL AND, IF APPROVED, FOR POST-AWARD ADMINISTRATION. THE BLUMBERG FAMILY JEWISH COMMUNITY SERVICES OF DOTHAN ACOM SCHOLARSHIP PROGRAM AWARDS SCHOLARSHIPS TO OUTSTANDING JEWISH STUDENTS ATTENDING THE ALABAMA COLLEGE OF OSTEOPATHIC MEDICINE. BLUMBERG SCHOLARS ARE MEDICAL STUDENTS WHO DEMONSTRATE THE HIGHEST LEVELS OF ACADEMIC EXCELLENCE AND PERSONAL CHARACTER, AND COMMIT TO SERVE DOTHAN'S JEWISH AND GREATER COMMUNITY. THE SCHOLARSHIP PROGRAM IS ADMINISTERED BY SOUTHEAST ALABAMA MEDICAL CENTER FOUNDATION. APPLICANTS ARE REQUIRED TO COMPLETE AN APPLICATION, A CURRICULUM VITAE, A 500-WORD ESSAY, PROVIDE LETTERS OF RECOMMENDATION AND COMPLETE AN INTERVIEW WITH THE FOUNDATION'S SCHOLARSHIP COMMITTEE. NO SCHOLARSHIPS WERE AWARDED DURING YEAR ENDED SEPTEMBER 30, 2021. THE TEENAGE VOLUNTEER (TAV) SCHOLARSHIP IS AVAILABLE TO HIGH SCHOOL SENIORS WHO PARTICIPATE IN THE TEENAGE VOLUNTEER PROGRAM AT SOUTHEAST HEALTH MEDICAL CENTER. THE TAV ADVISORY BOARD REQUIRES APPLICANTS TO SUBMIT AN APPLICATION PACKAGE. ELIGIBILITY IS BASED ON AN ASSESSMENT BY THE VOLUNTEER COORDINATOR, TAV SERVICE HOURS, QUALITY OF SERVICE, INTERVIEW, CONDUCT, PROJECT PARTICIPATION AND LEADERSHIP SKILLS. THE TAV ADVISORY BOARD CONDUCTS THE INTERVIEWS AND RATES EACH APPLICANT BASED ON THE ABOVE CRITERIA. NO SCHOLARSHIPS WERE AWARDED DURING YEAR. THE WALTER SCOTT NURSING TUITION SCHOLARSHIP IS AVAILABLE TO EMPLOYEES OF SOUTHEAST HEALTH MEDICAL CENTER WHO ARE INTERESTED IN A CAREER IN THE FIELD OF NURSING. APPLICANTS MUST BE IN GOOD STANDING WITH THE MEDICAL CENTER AND COMPLETE A PACKAGE, WHICH INCLUDES A WRITTEN ESSAY. THE SCHOLARSHIP COMMITTEE, WHICH IS COMPRISED OF SOUTHEAST HEALTH NURSING LEADERSHIP AND SOUTHEAST HEALTH FOUNDATION BOARD MEMBERS, EVALUATES AND RANKS THE APPLICANTS AND SELECTS ONE OR MORE APPLICANTS BASED ON AVAILABLE FUNDS. AS A RESULT OF HURRICANE MICHAEL, THE FOUNDATION BEGAN A BENEVOLENCE FUND TO SUPPORT EMPLOYEES OF SOUTHEAST HEALTH EXPERIENCING FINANCIAL DIFFICULTIES RESULTING FROM THE DEVASTATION OF THE HURRICANE OR OTHER FINANCIAL PROBLEMS. THIS FUND IS SUPPORTED BY CONTRIBUTIONS FROM EMPLOYEES OF THE MEDICAL CENTER. EMPLOYEES IN FINANCIAL NEED SUBMIT AN APPLICATION TO THE FOUNDATION REQUESTING SPECIFIC SUPPORT FOR SPECIFIC ITEMS. IF APPROVED BY THE FOUNDATION'S ALLOCATION COMMITTEE, PAYMENT IS MADE DIRECTLY TO A VENDOR FOR RENT, UTILITY OR OTHER SERVICE PROVIDER. ALSO, THE FOUNDATION BEGAN A PERINATAL BEREAVEMENT FUND FOR FAMILIES SUFFERING FROM THE LOSS OF A CHILD DURING PREGNANCY, BIRTH OR SHORTLY AFTER BIRTH. THE FUNDING, APPLICATION AND APPROVAL ARE THE SAME AS FOR THE BENEVOLENCE FUND. FORM 990 - ORGANIZATION'S MISSION OUR MISSION IS TO SUPPORT HEALTHCARE IN SOUTHEAST ALABAMA AND SURROUNDING AREAS. THE FOUNDATION PROVIDES FINANCIAL SUPPORT TO THE HOUSTON COUNTY HEALTH CARE AUTHORITY DBA SOUTHEAST HEALTH MEDICAL CENTER (SOUTHEAST HEALTH) AND ITS AFFILIATES BY ESTABLISHING PARTNERSHIPS IN ORDER TO ENHANCE HEALTH AND WELLNESS IN SOUTHEAST ALABAMA, NORTHWEST FLORIDA AND SOUTHWEST GEORGIA. THE FOUNDATION WORKS TO STRENGTHEN RELATIONSHIPS BETWEEN SOUTHEAST HEALTH, ITS AFFILIATES AND THE COMMUNITY WHILE HELPING FUND BOTH PRESENT AND FUTURE EQUIPMENT, TECHNOLOGY, FACILITY EXPANSION AND CLINICAL PROGRAM NEEDS. THE FOUNDATION SEEKS TO SUPPORT THE FEASIBILITY, DESIGN, AND CONSTRUCTION OF PHYSICAL STRUCTURES OUTLINED IN THE LONG-RANGE FACILITY IMPROVEMENT PLAN FOR SOUTHEAST HEALTH AND ITS AFFILIATES; ASSIST IN UNDERWRITING NEW TECHNOLOGY AND LIFESAVING MEDICAL EQUIPMENT; PREVENT OR LESSEN THE IMPACT DETECTION PROGRAMS AND INTERVENTION; FACILITATE INITIATIVES THAT ENCOURAGE A HEALTHY COMMUNITY; AND IDENTIFY AND CULTIVATE FUNDING PARTNERS INTERESTED IN IMPROVING ACCESS TO HEALTH SERVICES; OFFER COMMUNITY EDUCATION OPPORTUNITIES FOR NURSES AND ALLIED HEALTH PROFESSIONALS, AND SUPPORT MEDICAL EDUCATION, HEALTHCARE RELATED RESEARCH AND BIO-MEDICAL INITIATIVES. FORM 990, PAGE 6, PART VI, LINE 11B THE FOUNDATION'S ANNUAL FORM 990 IS REVIEWED EXTENSIVELY BY THE EXECUTIVE DIRECTOR AND THE ORGANIZATION'S TREASURER PRIOR TO SUBMISSION TO THE IRS. OTHER MEMBERS OF THE EXECUTIVE COMMITTEE ARE ASKED TO REVIEW THE FORM, IF POSSIBLE, PRIOR TO SUBMISSION. FORM 990, PAGE 6, PART VI, LINE 12C TRUSTEES ARE REQUESTED ON AN ANNUAL BASIS TO COMPLETE AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST DISCLOSURE FORM. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND IN PERSON AT 1922 FAIRVIEW AVENUE, DOTHAN, ALABAMA 36301. FORM 990, PART XI, LINE 9 RECLASSIFIED EVENT EXPENSES 244,681 RECLASSIFIED EVENT EXPENSES -244,681