2025-11-17T08:32:02+00:00 2024-12-31 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990 2024-01-01 542042365 AHC Community Health Foundation AHCC 5404806336 PO Box 1000 Fishersville VA 22939 SHIRLEY CARTER EXECUTIVE DIRECTOR 5404806336 2025-11-17 true Amy Bibby P00445891 8282542254 2025-10-29 2024 2025-03-06 01:10:19Z Augusta Health Community Foundation Shirley Carter PO Box 1000 Fishersville VA 22939 3054373 false X WWW.AUGUSTAHEALTH.COM X 2001 VA Augusta Health Foundation inspires community ownership through charitable giving to advance health and wellness in our region. 17 15 6 25 0 2213529 2238799 0 0 335579 414438 135569 216700 2684677 2869937 1725193 1518895 0 0 866607 811395 0 0 153457 355872 198904 2947672 2529194 -262995 340743 13786697 15906766 543962 870450 13242735 15036316 Augusta Health Foundation inspires community ownership through charitable giving to advance health and wellness in our region. false false 2022397 1518895 SEE SCHEDULE O. 2022397 true true false false false false false false false true false false false false true false false true false false false false false false true false false true true true false false false false false false false false false false true false false false false true false false false false true 0 0 6 true false false false false false false false false false false X 17 15 false false false false true true true true true false false false true true true true true true true false false false VA X X Wendi Carroll 5404806336 78 Medical Center Circle Fishersville VA 22939 Debra Callison Chairwoman 1.0 X X 0 0 0 Homer Hite Secretary/Treasurer 1.0 2.0 X X 0 0 0 Jason Clarke VICE-CHAIRMAN 1.0 X X 0 0 0 Amy Hougan MSN RN CNL BOARD MEMBER 1.0 39.0 X 0 127359 17167 Fred Blanton BOARD MEMBER 1.0 X 0 0 0 Joan Ranzini BOARD MEMBER 1.0 X 0 0 0 John Weeda BOARD MEMBER 1.0 X 0 0 0 Laura Nordstrom BOARD MEMBER 1.0 X 0 0 0 Laurel L Landes BOARD MEMBER 1.0 1.0 X 0 0 0 Mary N Mannix FACHE CEO AUGUSTA HEALTH 1.0 39.0 X 0 1156731 212084 Mia Kivlighan BOARD MEMBER 1.0 X 0 0 0 Michael Swinson BOARD MEMBER 1.0 X 0 0 0 Nancy Kyler BOARD MEMBER 1.0 X 0 0 0 Paula Rau PhD BOARD MEMBER 1.0 X 0 0 0 Sharon Driscoll BOARD MEMBER 1.0 X 0 0 0 Su Ferguson BOARD MEMBER 1.0 X 0 0 0 Suzie Dull BOARD MEMBER 1.0 X 0 0 0 Shirley Carter EXECUTIVE DIRECTOR 40.0 X 325726 0 53956 325726 1284090 283207 1 false true false 0 10395 37350 205363 1985691 149913 2238799 0 0 0 0 0 416933 416933 0 0 128932 131427 -2495 0 -2495 -2495 269709 10395 53009 216700 216700 0 0 0 0 0 2869937 0 0 631138 1494895 1494895 24000 24000 325726 130290 130290 65146 345199 255448 89751 30649 20536 10113 69501 46566 22935 40320 27015 13305 107191 1802 52982 52407 16463 14596 1867 1621 1621 Food & Supplies 37081 21845 10782 4454 Other 33111 3528 29583 Bad Debt Expense 3437 3437 0 0 0 0 2529194 2022397 353340 153457 551306 1094117 10151 91799 1105369 998121 0 0 0 0 24000 88248 0 0 0 0 12095871 13634481 0 0 0 0 13786697 15906766 461921 711412 0 0 82041 159038 543962 870450 X 6393558 7205979 6849177 7830337 13242735 15036316 13786697 15906766 X 340743 787421 665417 X X false true true false X X 1 AUGUSTA HEALTH CARE INC 541453954 3 true 1494895 0 1 1494895 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1165226 12059 1177285 1073888 91338 1165226 1012695 61193 1073888 699850 312845 1012695 674850 25000 699850 0.0 1.0 0.0 false false Federal Income Taxes Intercompany payables 113518 Annuity payable 45520 159038 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 Intended uses of endowment funds THE PERMANENT ENDOWMENTS ARE THE KENT-HOLBERT SCHOLARSHIP FUND, NURSING SCHOLARSHIP FUND, JOHN B. DAVIS MEMORIAL FUND, ORTHOPEDIC EDUCATION FUND, AND MEDICAL SCIENCE LAB EDUCATION, WHICH WILL PROVIDE NEEDED SCHOLARSHIPS TO LOCAL STUDENTS PURSUING CAREERS IN THE HEALTHCARE FIELD. MARY N MANNIX ENDOWED FUND FOR GME PROGRAM: INCOME WILL PROVIDE EDUCATIONAL SUPPORT FOR RESIDENTS AND FACULTY. J.H. WOODWARD MEMORIAL FUND FOR INDIGENT CARE: INCOME SHALL BE USED FOR THE CARE, NURSING, MEDICAL, SURGICAL AND TREATMENT EXPENSES OF FINANCIALLY NEEDY PATIENTS AT AUGUSTA HEALTH. VAMES ENDOWED FUND FOR GME PROGRAM: INCOME WILL PROVIDE EDUCATIONAL SUPPORT FOR RESIDENTS AND FACULTY. 30th Anniversary Celebration Gala 280104 10395 269709 1000 27829 250 23930 0 0 280104 10395 269709 1000 27829 250 23930 53009 216700 true AUGUSTA HEALTH CARE INC PO Box 1000 Fishersville VA 22939 541453954 501(C)(3) 1494895 OPERATIONAL/CAPITAL 1 0 Scholarships 12 24000 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds The Augusta Health Foundation awards scholarships to high school students who have a desire to pursue further education in the healthcare sector. Students must submit applications for consideration. Those awarded are eligible for annual renewal over a four year period as long as they maintain an acceptable academic record and continue their focus within the healthcare sector. X X X false true false false false false true false false Mary N Mannix FACHE CEO AUGUSTA HEALTH 0 917709 0 214503 0 24519 0 195266 0 16818 0 1368815 0 239022 Shirley Carter EXECUTIVE DIRECTOR 256565 0 43876 0 25285 0 36787 0 17169 0 379682 0 69161 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE FOLLOWING INDIVIDUALS HAD EMPLOYER CONTRIBUTIONS FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN. THE AMOUNTS ARE REPRESENTED IN PART II, COLUMN (C): $161,966 - MARY MANNIX 4,329 - SHIRLEY CARTER Schedule J, Part I, Line 6b Compensation contingent on net earnings of a related organization THE EXECUTIVE OF THE FOUNDATION IS REQUIRED TO SET ANNUAL PERFORMANCE GOALS THAT ALIGN WITH THE ORGANIZATION'S COMMITMENT TO PERFORMANCE EXCELLENCE. THE GOALS WERE ESTABLISHED WITH THE FOCUS ON THE FOLLOWING SIX AREAS: QUALITY, SERVICE, PEOPLE, COMMUNITY, GROWTH, AND FINANCE. EACH GOAL WAS REQUIRED TO HAVE MEASURABLE OUTCOMES AND WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD TO ENSURE THAT IT SUPPORTED THE ORGANIZATION'S QUEST FOR SERVICE AND OPERATIONAL EXCELLENCE. WHILE NET EARNINGS WERE A CONSIDERATION IN THE AREA OF FINANCE, THE GOALS WERE ALSO CENTERED ON QUALITY, SERVICE, PEOPLE, COMMUNITY, AND GROWTH. EACH EXECUTIVE'S GOALS WERE WEIGHTED ACROSS THE PILLAR GOALS BASED ON THEIR AREA OF RESPONSIBILITY. WHEN AWARDING THE COMPENSATIONS, THE EXECUTIVE COMMITTEE OF THE AUGUSTA HEALTH BOARD REVIEWED THE YEAR END ACCOMPLISHMENTS OF THE EXECUTIVE AND AWARDED INCENTIVE COMPENSATION BASED ON HIS/HER ACTUAL PERFORMANCE AS COMPARED TO THE ESTABLISHED PERFORMANCE BENCHMARKS. 5 130185 Market value X Various 59 19728 Market value 0 false true false Form 990, Part III, Line 4a IN 2024, DONATIONS TO AUGUSTA HEALTH FOUNDATION PROVIDED $1,518,895 IN SUPPORT TO THE HEALTH SYSTEM INCLUDING: -SUPPLIES FOR MOBILE CLINIC SERVING LOW-INCOME AND AT-RISK NEIGHBORHOODS WITHIN THE LOCAL COMMUNITY. -HERCULES REPOSITIONER SYSTEMS TO PROVIDE COMFORT AND SUPPORT FOR PATIENTS AND SATEFY FOR NURSES. -BASIC CLOTHING AND GROOMING SUPPLIES FOR HOSPICE PATIENTS RECEIVING END-OF-LIFE CARE. -MUSIC THERAPY FOR PATIENTS IN HOSPICE CARE. -SCHOLARSHIP AWARDS FOR HIGH SCHOOL STUDENTS PURSUING A CAREER IN THE HEALTHCARE FIELD. -MEDICATION, TEMPORARY HOUSING, TRANSPORTATION ASSISTANCE, AND OTHER SUPPORT FOR PATIENTS IN NEED DURING THEIR TREATMENT. -VECTOR GAIT AND SAFETY SYSTEM TO ACCELERATE REHABILITATION OF PATIENTS WITH GAIT OR BALANCE IMPAIRMENT. -FINANCIAL SUPPORT FOR TEAM MEMBERS EXPERIENCING FINANCIAL HARDSHIPS. -CRISIS PREVENTION TRAINING TO MITIGATE VIOLENCE IN THE WORKPLACE AND SUPPORT A SAFER WORKING ENVIRONMENT FOR ALL TEAM MEMBERS. -BLANKETS, CERTIFICATES, AND MEDALLIONS TO RECOGNIZE VETERANS IN HOSPICE. -SCHOLARSHIP AWARDS FOR HIGH ACHIEVING NURSING TEAM MEMBERS TO CONTINUE THEIR EDUCATION. -ULTRASOUND GUIDED VASCULAR ACCESS EQUIPMENT TO IMPROVE IV PLACEMENTS FOR CANCER AND HEMATOLOGY PATIENTS. -DISPATCH SOFTWARE TO MANAGE PATIENT TRANSPORTATION NEEDS. -PROFESSIONAL LEADERSHIP DEVELOPMENT TO BUILD A CULTURE OF INNOVATION AND TRANSFORMATION. -FUNDING FOR MEDICAL LAB SCIENCE EDUCATION. -AN ADULT AND INFANT LUNG SIMULATOR FOR ONGOING TRAINING IN RESPIRATORY CARE. -HEALTH DATA EXCHANGE SOFTWARE TO CONTINUE CRITICAL COMMUNICATION BETWEEN EMS AND AUGUSTA HEALTH. -TWO SECURE PHONE CHARGING STATIONS FOR PATIENTS AND THEIR FAMILIES. -FIRE EXTINGUISHER SIMULATOR SYSTEM TO TRAIN TEAM MEMBERS AND THE COMMUNITY IN PROPER USE. -WHEELCHAIR AND WALKER-MOUNTED TOTES AND INSULATED CUPS TO HELP SKILLED NURSING REHABILITATION PATIENTS STAY HYDRATED AFTER DISCHARGE. -BREAST AND CERVICAL CANCER SCREENINGS FOR LOW-INCOME RESIDENTS IN THE COMMUNITY. -WALL MURALS FOR IMPATIENT BEHAVIORAL HEALTH UNIT TO HELP PATIENTS BEGIN THE HEALING PROCESS. -FUNDING FOR CASE MANAGERS TO ATTEND PROFESSIONAL DEVELOPMENT CONFERENCE. -WEIGHTED BLANKETS TO CALM AGITATED EMERGENCY DEPARTMENT PATIENTS. -TRANSPORTATION ASSISTANCE FOR PATIENTS WHO LACK ACCESS UPON DISCHARGE. -SOUND MACHINES TO QUIET NOISE, MINIMIZE STRESS, AND IMPROVE SLEEP QUALITY ON INPATIENT UNIT. -HAIR CARE KITS FOR PATIENTS WITH TEXTURED HAIR. -COST OF CARE COVERED FOR HOSPICE PATIENTS RESIDING AT SHENANDOAH HOUSE. -DRUG BOXES TO SECURELY STORE AND TRANSPORT MEDICATIONS IN THE COMMUNITY. -EXERCISE TOOLS FOR PATIENTS WITH VESTIBULAR AND BALANCE PROBLEMS. -SEXUAL ASSAULT NURSE EXAMINER SERVICES FOR VICTIMS IN OUR COMMUNITY. -DURABLE MEDICAL EQUIPMENT AND EDUCATION FOR HOME USE BY DIABETES PATIENTS. -NUTRIENT DENSE PRODUCE PROVIDED TO PATIENTS AND COMMUNITY FROM THE FARM AT AUGUSTA HEALTH. -MEDICATION ASSISTANCE FOR PATIENTS AND UNHOUSED INDIVIDUALS AT LOCAL SHELTERS. -SCREENINGS AND EDUCATION FOR PATIENTS AT RISK FOR CARDIOVASCULAR DISEASE, STROKE, HYPERTENSION, AND HYPERLIPIDEMIA BY COMMUNITY HEALTH WORKER. -WIGS, HEAD COVERINGS, AND HATS FOR CANCER PATIENTS EXPERIENCING HAIR LOSS DURING TREATMENT. AUGUSTA HEALTH FOUNDATION CONTINUES TO FULFILL ITS "100% PROMISE," AS 100% OF EVERY GIFT SUPPORTS THE CARE AREA THE DONOR INTENDS. THE OPERATIONAL COST OF THE FOUNDATION IS FUNDED BY THE HEALTH SYSTEM. Form 990, Part VI, Line 6 Classes of members or stockholders AUGUSTA HEALTH CARE, INC. IS THE SOLE MEMBER OF THE ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE SOLE MEMBER HAS THE RIGHT TO APPOINT MEMBERS TO THE BOARD OF DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE FOLLOWING POWERS ARE RESERVED TO THE SOLE MEMBER: (A) ADOPT OR APPROVE ANNUAL OR LONG TERM BUDGETS AND ANY CHANGES THERETO; (B) ADMINISTER THE AUDIT REVIEW PROCESS OF THE FOUNDATION; (C) APPROVE MERGERS, DISSOLUTION AND MAJOR CORPORATE TRANSACTIONS; (D) AUTHORIZE THE FOUNDATION TO INCUR DEBT, INCLUDING LEASES OR LINES OF CREDIT; (E) AUTHORIZE THE FOUNDATION TO ENGAGE IN, OR ENTER INTO, ANY TRANSACTION PROVIDING FOR THE SALE, MORTGAGE OR OTHER DISPOSITION OF THE ASSETS OF THE FOUNDATION; (F) AUTHORIZE ANY AMENDMENT TO THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE FOUNDATION; (G) APPOINT, REPLACE OR REMOVE, WITH OR WITHOUT CAUSE ANY MEMBERS OF THE BOARD OF DIRECTORS OF THE FOUNDATION; (H) ADOPT OR APPROVE ANY AMENDMENT TO THE POLICIES OF THE FOUNDATION; (I) SELECT THE FOUNDATION'S CHIEF EXECUTIVE, WHO SHALL BE REFERRED TO AS THE "EXECUTIVE DIRECTOR-; (J)SPEND, TRANSFER, DISTRIBUTE AND INVEST ANY AND ALL FUNDS DONATED TO THE FOUNDATION AND ANY EARNINGS THEREFROM; AND (K) ANY OTHER MATTERS NOT EXPRESSLY IDENTIFIED AS RESPONSIBILITIES OF THE BOARD OF DIRECTORS PURSUANT TO ARTICLE II, SECTION 1 ABOVE. Form 990, Part VI, Line 11b Review of form 990 by governing body THE ACCOUNTING DEPARTMENT WILL MAKE COPIES OF THE FORM 990 AVAILABLE TO THE EXECUTIVE DIRECTOR and corporate controller FOR REVIEW. ALL QUESTIONS WILL BE RESOLVED AND ANSWERED BEFORE PRESENTATION TO THE FOUNDATION BOARD. THE FINAL DRAFT OF THE RETURN WILL BE POSTED ON THE ORGANIZATION'S INTERNAL WEBSITE WITH ACCESS RESTRICTED TO THE AUGUSTA HEALTH AND FOUNDATION BOARD AND KEY ADMINISTRATIVE PERSONNEL FOR REVIEW. ALL QUESTIONS WILL BE RESOLVED AND ANSWERED BY THE CORPORATE CONTROLLER. ANY REVISIONS AS A RESULT OF THE AUGUSTA HEALTH FOUNDATION BOARD REVIEW WILL BE SENT TO THE TAX PREPARER AND SUBSEQUENT REVIEW BY THE BOARD WILL BE SCHEDULED ACCORDINGLY. Form 990, Part VI, Line 12c Conflict of interest policy THE GOVERNANCE COMMITTEE IS CHARGED WITH REVIEWING THE CONFLICT OF INTEREST STATEMENTS EACH YEAR. THE REVIEW IS CONDUCTED AFTER THE ANNUAL BOARD MEETING IN APRIL. CONFLICT OF INTEREST REVIEWS OCCUR AT THE BEGINNING OF EACH BOARD AND COMMITTEE MEETING. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THOSE FOUND TO BE IN A CONFLICT OF INTEREST MUST ABSTAIN FROM VOTING AND MAY BE ASKED TO LEAVE THE MEETING DEPENDING ON THE TOPIC AND THEIR DEGREE OF CONFLICT. Form 990, Part VI, Line 15a Process to establish compensation of top management official EXECUTIVE COMPENSATION PROGRAM ADMINISTERED BY THE EXECUTIVE COMMITTEE OF THE AUGUSTA HEALTH BOARD, BASED ON A COMPENSATION PHILOSOPHY APPROVED BY THE AUGUSTA HEALTH BOARD AT LARGE. QUALIFIED THIRD PARTY CONSULTANTS ARE ENGAGED TO PROVIDE APPROPRIATE MARKET COMPARABILITY, SURVEY DATA, AND TO ASSIST THE COMMITTEE WITH REVIEWS. THE BASE SALARY BENCHMARKS ARE TARGETED AT THE 50TH PERCENTILE WITH FLEXIBILITY TO PAY ABOVE OR BELOW THE 50TH PERCENTILE USING SALARY RANGES WITH A 50% RANGE SPREAD TO RECOGNIZE AN INCUMBENT'S INDIVIDUAL EXPERIENCE, SKILL, PERFORMANCE, OR OTHER RELEVANT RECRUITMENT OR RETENTION FACTORS. INCENTIVE OPPORTUNITIES ARE ESTABLISHED AT LEVELS THAT WHEN COMBINED WITH SALARIES POSITIONED AT THE 50TH PERCENTILE, ARE SUFFICIENT TO PROVIDE TOTAL CASH COMPENSATION THAT TARGETS UP TO THE APPROXIMATE MARKET 75TH PERCENTILE OF TOTAL CASH COMPENSATION LEVELS. TOTAL COMPENSATION SHALL NOT EXCEED THE 90TH PERCENTILE FOR ANY INDIVIDUAL WITHOUT FULL AUGUSTA HEALTH BOARD APPROVAL AND DOCUMENTATION OF THE AUGUSTA HEALTH BOARD'S REASONS FOR SUCH COMPENSATION. THE AUGUSTA HEALTH BOARD OF DIRECTORS RECEIVES A FULL REPORT FROM THE EXECUTIVE COMMITTEE ON THE FULL COMPENSATION PROGRAM AT AUGUSTA HEALTH IN AN EXECUTIVE SESSION OF THE BOARD. CONFLICTED MEMBERS ARE EXCUSED FROM THE MEETING. MATERIAL COVERED INCLUDES THE DESIGN OF THE COMPENSATION PROGRAM, AS WELL AS A DISCLOSURE ON RANGE OF BASE SALARIES, MARKET BENCHMARK DATA, AND EARNED INCENTIVE COMPENSATION LEVELS. ADDITIONALLY, PREREQUISITES SUCH AS THE SENIOR EXECUTIVE RETIREMENT PLAN (SERP) PROGRAM AND OTHER RELATED BENEFITS ARE PERIODICALLY REVIEWED WITH THE AUGUSTA HEALTH BOARD. FOR THOSE MEMBERS WHO ARE NOT PRESENT FOR THIS ANNUAL REPORT AND REMAIN FREE OF CONFLICT OF INTEREST, THE CHAIRMAN OF THE AUGUSTA HEALTH BOARD MAY PRESENT THE SAME MATERIAL IN A SEPARATE SESSION. Form 990, Part VI, Line 18 How forms are made available to the public PHOTOCOPIES OF THE FORM 990 ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S ACCOUNTING OFFICE. IN ADDITION, RECENT FILINGS OF THE FORM 990 ARE AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ALL REQUESTS FOR DISCLOSURE OF ORGANIZATIONAL DOCUMENTS SHOULD BE MADE TO THE ORGANIZATION'S ACCOUNTING OFFICE. AUGUSTA HEALTH ATTN: CORPORATE CONTROLLER P.O. BOX 1000 FISHERSVILLE, VA 22939-1000 Form 990, Part XI, Line 9 Other changes in net assets or fund balances Equity Transfer From Affiliates - 665417; Total - 665417; Form 990, Part XII, Line 2c Change of oversight process or selection process This process has not changed from the prior year. AUGUSTA HEALTH CARE INC PO Box 1000 Fishersville VA 22939 541453954 HEALTHCARE VA 501(c)(3) 3 NA false AUGUSTA MEDICAL GROUP PO box 1000 FISHERSVILLE VA 22939 262559916 HEALTHCARE VA 501(c)(3) 10 AUGUSTA HEALTH CARE INC false false true true false false false false false false false false false false true true false true false false