2025-08-15T14:53:59-05:00 2024-11-30 621517792 PYA P C 2220 SUTHERLAND AVE KNOXVILLE TN 37919 990 2024-07-01 581664027 ERLANGER FOUNDATION ERLA 4237786600 975 EAST THIRD STREET B-508 CHATTANOOGA TN 37403 LYNN DEJACO EXECUTIVE VICE PRESIDENT AND CFO 4237784780 2025-08-15 1 0 DEBORAH O ERNSBERGER P00364912 8656730844 2024 2025-03-06 01:10:19Z X LYNN DEJACO 975 EAST THIRD STREET B-508 CHATTANOOGA TN 37403 1600443 0 X WWW.ERLANGERFOUNDATION.ORG X 1985 TN WE COMPASSIONATELY CARE FOR PEOPLE BY ENGAGING THE COMMUNITY TO DRIVE PHILANTHROPIC AND VOLUNTEER SUPPORT. X 25 25 8 65 0 0 4032107 1377222 0 0 520990 194421 -397550 -170826 4155547 1400817 3858361 570325 0 0 0 0 0 0 56435 274200 57380 4132561 627705 22986 773112 13909155 0 643129 0 13266026 0 X WE COMPASSIONATELY CARE FOR PEOPLE BY ENGAGING THE COMMUNITY TO DRIVE PHILANTHROPIC AND VOLUNTEER SUPPORT. 0 0 571270 570325 THE ERLANGER FOUNDATION ADVANCES HEALTHCARE BY SECURING PHILANTHROPIC SUPPORT FOR ERLANGER, THE REGION'S ONLY ACADEMIC MEDICAL CENTER AND SAFETY-NET HOSPITAL. DURING THE FINAL, SHORT YEAR ENDING NOVEMBER 30, 2024, THE FOUNDATION RAISED $1.3 MILLION THROUGH INDIVIDUAL, CORPORATE, AND FOUNDATION CONTRIBUTIONS. THESE FUNDS ENABLED CRITICAL INVESTMENTS IN LIFESAVING EQUIPMENT, PATIENT CARE PROGRAMS, AND CAPITAL IMPROVEMENTS, INCLUDING SUPPORT FOR THE CHILDREN'S HOSPITAL AT ERLANGER AND THE REGION'S ONLY LEVEL I TRAUMA CENTER. DONOR GENEROSITY HELPED EXPAND ACCESS TO CARE, IMPROVE HEALTH OUTCOMES, AND HELP ENSURE THAT NO PATIENT IS TURNED AWAY DUE TO INABILITY TO PAY. BY CONNECTING COMMUNITY GENEROSITY WITH VITAL HEALTHCARE NEEDS, THE FOUNDATION CONTINUES TO PLAY A TRANSFORMATIVE ROLE IN THE LIVES OF PATIENTS AND FAMILIES ACROSS THE REGION. 571270 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 26 0 1 8 1 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 TN AL GA NC X LYNN DEJACO 4237787759 975 EAST THIRD STREET B-508 CHATTANOOGA TN 37403 X LESS LEE JR CHAIR 1.00 X X 0 0 0 RACHEL ALLRED VICE CHAIR 1.00 X X 0 0 0 DAVE BHATTACHARYA MD SECRETARY 1.00 X X 0 0 0 LARVIZO WRIGHT CPA TREASURER 1.00 X X 0 0 0 LYNN MOSIER BRYANT PAST CHAIR 1.00 X X 0 0 0 JAY DALE AT-LARGE OFFICER 1.00 X X 0 0 0 CHRIS MOORE MD AT-LARGE OFFICER 1.00 X X 0 0 0 DEBORAH ARFKEN EDD BOARD MEMBER 1.00 X 0 0 0 KELLI GRIMES-BALLARD BOARD MEMBER 1.00 X 0 0 0 KYLE BIANCO BOARD MEMBER 1.00 X 0 0 0 LAUREN BOEHM BOARD MEMBER 1.00 X 0 0 0 KYLE BRYANT CPA BOARD MEMBER 1.00 X 0 0 0 MARCUS CADE-JOHNSON BOARD MEMBER 1.00 X 0 0 0 JOHN CLARK BOARD MEMBER 1.00 X 0 0 0 KATIE RAY DUFFY PHARMD BOARD MEMBER 1.00 X 0 0 0 HEATH HALEY BOARD MEMBER 1.00 X 0 0 0 MARTINA HARRIS EDD BOARD MEMBER 1.00 X 0 0 0 DONNA ELLE HARRISON BOARD MEMBER 1.00 X 0 0 0 APRIL HOLLAND BOARD MEMBER 1.00 X 0 0 0 MARY KILBRIDE BOARD MEMBER 1.00 X 0 0 0 LYNDA MINKS HOOD BOARD MEMBER 1.00 X 0 0 0 HARESH PATEL MD BOARD MEMBER 1.00 X 0 0 0 WARD PETTY BOARD MEMBER 1.00 X 0 0 0 MARCUS RAFIEE BOARD MEMBER 1.00 X 0 0 0 MARK RAMSEY BOARD MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 265856 1111366 97465 1377222 194178 194178 243 0 243 243 243 28800 265856 199626 -170826 -170826 1400817 0 0 23595 570325 570325 2827 2827 3056 3056 CHILDREN'S MIRACLE NET 33330 33330 EQUIPMENT RENTAL 17222 17222 OTHER 945 945 627705 571270 0 56435 11091043 0 0 389499 0 0 0 0 0 0 0 0 2232941 0 0 0 0 195672 0 13909155 0 29755 0 58681 0 554693 0 643129 0 X 1844727 0 11421299 0 13266026 0 13909155 0 X 773112 51499 -14090637 X 0 0 0 X 3584018 3700788 4942238 4032107 1377222 17636373 3584018 3700788 4942238 4032107 1377222 17636373 4144277 13492096 135572 -30588 188552 518037 194178 1005751 18642124 0.72370 0.74560 X PART II THE INFORMATION REPORTED IN COLUMN (E) 2024 REFLECTS A SHORT ACCOUNTING PERIOD ENCOMPASSING JULY 1, 2024 - NOVEMBER 30, 2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 721964 34364 310 756018 441604 200000 98156 17797 721963 428021 29925 16342 441604 503817 -59474 16322 428021 432175 96642 25000 503817 0.66000 0.34000 0 0 0 FARM TO TABLE AUX 273975 245175 28800 28718 46511 32432 82101 BELIEVE BASH 15181 15181 2500 5500 1864 2 5500 5500 294656 265856 28800 31218 46511 37932 83965 199626 -170826 1 ERLANGER HEALTH 975 EAST THIRD STREET CHATTANOOGA TN 37403 883616696 501(C)(3) 570325 0 PROGRAM SUPPORT & CAPITAL 1 PART I, LINE 2: THE ORGANIZATION HAS GUIDELINES IN PLACE THAT ARE TO BE USED IN REVIEWING THE ELIGIBILITY OF GRANTEES. VARIOUS PROCEDURES ARE IN PLACE DEPENDING ON GRANT TYPE, INCLUDING REQUIREMENTS TO SUBMIT APPLICATIONS FOR REVIEW AND APPROVAL. ALL GRANTS REQUIRE WRITTEN DOCUMENTATION AND APPROPRIATE LEVELS OF APPROVAL. X 21 69705 FAIR MARKET VALUE X AUCTION ITEMS 91 16216 FAIR MARKET VALUE X MISCELLANEOUS 415 11544 FAIR MARKET VALUE 0 1 0 SCHEDULE M, COLUMN B THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED PER LINE ITEM ON SCHEDULE M FOR THE FINAL, SHORT YEAR ENDING NOVEMBER 30, 2024. CASH AND CASH EQUIVALENTS 2024-11-30 11253641 FMV 883616696 ERLANGER HEALTH 975 EAST 3RD ST CHATTANOOGA TN 37403 501(C)(3) INVESTMENTS 2024-11-30 2308144 FMV 883616696 ERLANGER HEALTH 975 EAST 3RD ST CHATTANOOGA TN 37403 501(C)(3) UNCONDITIONAL PROMISES TO GIVE 2024-11-30 420083 NPV 883616696 ERLANGER HEALTH 975 EAST 3RD ST CHATTANOOGA TN 37403 501(C)(3) PREPAID EXPENSES 2024-11-30 9532 FMV 883616696 ERLANGER HEALTH 975 EAST 3RD ST CHATTANOOGA TN 37403 501(C)(3) 1 0 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: LARVIZO WRIGHT PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: MR. WRIGHT WAS A MEMBER OF THE ERLANGER FOUNDATION BOARD OF DIRECTORS AND BECAME A MEMBER OF THE ERLANGER HEALTH BOARD OF DIRECTORS UPON THE DISSOLUTION DATE OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B INFORMATION FOR THE FORM 990 IS PROVIDED TO AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT FOR PREPARATION OF THE RETURN. AFTER THE RETURN IS PREPARED, IT IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD AND A COPY IS PROVIDED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT DISCLOSING ANY CONFLICTS OF INTEREST OR STATING THAT THEY DO NOT HAVE ANY CONFLICTS OF INTEREST IN REGARDS TO SERVING ON THE BOARD OF THE FOUNDATIONS. STATEMENTS ARE REVIEWED ANNUALLY BY BOARD OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ANY PUBLIC DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: REDUCTION ON EXPECTED LOSSES ON UNCONDITIONAL PROMISES TO GIVE -1,760. FUNDRAISING INCOME ADJUSTMENT -172,267. TRANSFER TO MERGE ERLANGER FOUNDATION WITH ERLANGER HEALTH -13,916,610.