2025-05-28T10:06:29+00:00 2024-09-30 440160260 Forvis Mazars LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2023-10-01 476024984 BEATRICE COMMUNITY HOSPITAL FOUNDATION INC BEAT 4022237260 4800 HOSPITAL PKWY BEATRICE NE 68310 SHELBY WATSON SENIOR EXECUTIVE 2025-05-28 true Michael Engle P00482834 8162216300 2024-03-20 2023 2025-03-06 01:10:19Z SHELBY WATSON 4800 HOSPITAL PARKWAY BEATRICE NE 68310 3244167 false X WWW.THEBCHFOUNDATION.ORG X 1984 NE THE PRIMARY PURPOSE OF THE FOUNDATION IS TO RECEIVE GIFTS AND BEQUESTS TO SUPPORT HEALTHCARE IN GAGE COUNTY, NE. 15 14 0 42 0 0 617151 629715 0 0 101019 275823 -24450 1718 693720 907256 279544 321570 0 0 0 0 0 0 42334 403995 415624 683539 737194 10181 170062 6120627 7493318 0 0 6120627 7493318 THE MISSION OF BEATRICE COMMUNITY HOSPITAL FOUNDATION, INC. IS TO ENCOURAGE AND INSPIRE CHARITABLE GIVING THAT WILL ENHANCE PATIENT AND FAMILY CENTERED HEALTHCARE SERVICES PROVIDED BY THE BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. AND ITS ASSOCIATED ENTITIES. false false 257606 257606 0 THE BCH FOUNDATION'S PRIMARY PROGRAM FOCUS IS FINANCIAL SUPPORT OF BEATRICE COMMUNITY HOSPITAL ORGANIZATIONAL NEEDS. THE BCH FOUNDATION FUNDED 13 CAPITAL REQUESTS FROM 9 BCH DEPARTMENTS. 46555 46555 0 THE BCH FOUNDATION PROVIDES FINANCIAL SUPPORT OF BEATRICE COMMUNITY HOSPITAL PARTNER NEEDS. THE BCH FOUNDATION FUNDED 9 PROJECT FUNDING REQUESTS FROM 9 ASSOCIATED ENTITIES. 17409 17409 0 THE BCH FOUNDATION SUPPORTS EMPLOYEES AND DEPARTMENTS OF THE BEATRICE COMMUNITY HOSPITAL THROUGH DESIGNATED FUNDS AND ASSET ALLOCATION. 321570 true true false false false false false false true false false false false false false false true false false false false false false true false false true true false false false false false false false false false false false false false false true true true false false true 0 0 0 false false false false false true true false false false false false false X 15 14 true false false false false true true true true false false true true true true true true true false false NE X SHELBY WATSON 4022237260 4800 HOSPITAL PARKWAY PO BOX 641 BEATRICE NE 68310 COURTNEY LOTTMAN SECRETARY 1.0 0.0 X X 0 0 0 DALE KRUSE VICE PRESIDENT 1.0 0.0 X X 0 0 0 PATTY KAUFMAN TRASURER 1.0 1.0 X X 0 0 0 RICHARD H HOVENDICK PRESIDENT 2.0 0.0 X X 0 0 0 AMANDA FAIRLEY MEMBER 1.0 0.0 X 0 0 0 ANDREW MASCHMANN MEMBER 1.0 0.0 X 0 0 0 DEANNE CASPERS-MOON MEMBER 1.0 2.0 X 0 0 0 DON HARMON MEMBER 1.0 40.0 X 0 102112 10163 GREG WEAVER MEMBER 1.0 0.0 X 0 0 0 KELLY LENNERS MEMBER 1.0 0.0 X 0 0 0 MITCHELL DEINES MEMBER 1.0 0.0 X 0 0 0 RYAN WIESE MEMBER 1.0 0.0 X 0 0 0 STAN WIRTH MEMBER 1.0 0.0 X 0 0 0 STEVE SANDMAN MEMBER 1.0 5.0 X 0 0 0 TOM BASS MEMBER 1.0 0.0 X 0 0 0 SHELBY WATSON SENIOR EXECUTIVE 40.0 0.0 X 0 90033 24391 0 192145 34554 0 false false false 0 219424 308094 102197 629715 0 0 0 0 0 108389 108389 0 0 2461943 2294509 167434 0 167434 167434 44120 219424 42402 1718 1718 0 0 0 0 0 907256 0 0 277541 312011 312011 9559 9559 252379 252379 75 75 4200 4200 68095 68095 8195 0 8195 0 591 591 63632 21298 42334 4176 4176 311 311 5866 5866 5447 5447 DUES & SUBSCRIPTIONS 2657 2657 0 0 0 0 737194 321570 373290 42334 4840 23783 187291 137914 0 0 0 0 0 0 0 0 0 0 0 0 0 5870290 7266910 0 0 58206 64711 6120627 7493318 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5547397 6868134 573230 625184 6120627 7493318 6120627 7493318 X 170062 1196124 6505 X true X true X true false X X 3 BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER 470379834 3 true 257606 0 BLUE RIVERS AREA AGENCY ON AGING 470555810 7 false 20000 0 GOOD SAMARITAN SOCIETY 450228055 9 false 5400 0 3 283006 0 false false false false true true false false false false false false false false false false false true true Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name THE TAXPAYER'S SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS OR PURPOSE IN THE TAXPAYER'S RESTATED ARTICLES OF INCORPORATION. THEY ARE ORGANIZATIONS WHOSE PRIMARY PURPOSE OR FUNCTION ARE TO PROVIDE HEALTHCARE RELATED SERVICES OR TO SUPPORT AND PROMOTE THE PROVISION OF HEALTHCARE RELATED SERVICES AND HEALTHCARE ACCESS AND QUALITY AS OUTLINED IN THE TAXPAYER'S ARTICLES OF INCORPORATION. PURSUANT TO THE TAXPAYER'S ARTICLES OF INCORPORATION THE ORGANIZATIONS DESCRIBED IN SECTIONS 509(A)(1) AND 509(A)(2) OF THE CODE THAT THE TAXPAYER SUPPORTS INCLUDE THE FOLLOWING TWO GROUPS: - ONE GROUP CONSISTS ONLY OF BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, WHICH IS THE ORGANIZATION THAT OPERATE, SUPERVISE, OR CONTROL THE TAXPAYER FOR PURPOSES OF SECTION 509(A)(3)(B)(I) OF THE CODE. - THE OTHER GROUP CONSISTS OF ALL PUBLIC CHARITIES THAT ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO THE HOSPITAL IN TERMS OF THE DELIVERY AND THE SUPPORT AND PROMOTION OF HEALTHCARE. THIS GROUP INCLUDES ESSENTIALLY ALL PUBLIC CHARITIES WITH A HEALTHCARE FOCUS THAT OPERATE IN THE AREA WHICH WAS SERVED BY BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, I.E., IN OR NEAR BEATRICE, NEBRASKA (THE SERVICE AREA). Schedule A, Part IV, Section A, Line 5a Added, Substituted, or Removed Sup. Org. THE SECOND GROUP IS DEFINED BROADLY IN THE TAXPAYER'S RESTATED ARTICLES OF INCORPORATION THAT ITS PRACTICAL EFFECT IS TO INCLUDE ALL PUBLIC CHARITIES WITH A HEALTHCARE FOCUS THAT OPERATE IN THE SERVICE AREA. THE NATURE OF THE TAXPAYER'S ACTIVITIES IS SUCH THAT IT MAY VARY THE AMOUNT OF SUPPORT IT PROVIDES TO A PARTICULAR SUPPORTED ORGANIZATION IN THIS SECOND GROUP FROM YEAR TO YEAR. FOR EXAMPLE, IN SOME YEARS A SUPPORTED ORGANIZATION MAY RECEIVE A GRANT THAT IS INTENDED TO PROVIDE SUPPORT FOR MORE THAN A YEAR. THUS, THE ORGANIZATION MAY NOT RECEIVE ANOTHER GRANT FROM THE TAXPAYER FOR ONE OR MORE YEARS FOLLOWING THE YEAR THAT THE MULTI-YEAR GRANT WAS MADE. HOWEVER, IT DOES NOT MEAN THAT THE ORGANIZATION HAS BEEN REMOVED OR SUBSTITUTED AS A SUPPORTED ORGANIZATION BY THE TAXPAYER. IN THE EVENT A SUPPORTED ORGANIZATION IS ADDED, SUBSTITUTED, OR REMOVED BY THE TAXPAYER, THERE MAY BE A NUMBER OF REASONS WHY THIS OCCURS. THE REASONS INCLUDE A SHIFT IN THE HEALTHCARE NEEDS OF INDIVIDUALS LIVING IN THE AREA SERVED BY THE TAXPAYER, THE SUPPORTED ORGANIZATION NO LONGER PROVIDES SUCH SERVICES OR GOES OUT OF EXISTENCE, ANOTHER SUPPORTED ORGANIZATION IS MORE EFFECTIVE IN PROVIDING SUCH SERVICES, OR FOR OTHER SIMILAR REASONS, WITH SOME OF THE REASONS OUT OF THE CONTROL OF THE TAXPAYER. Schedule A, Part IV, Section B, Line 2 Benefit Of Supp. Org. Other Than The One Operating The Org. AS DISCUSSED IN PART IV, SECTION A, ITEM 1, THE TAXPAYER SUPPORTS TWO GROUPS OF SECTION 509(A)(1) AND 509(A)(2) ORGANIZATIONS DESCRIBED AS FOLLOWS: - ONE GROUP IS the Beatrice Community Hospital and Health Center THAT OPERATE, SUPERVISE, OR CONTROL THE TAXPAYER FOR PURPOSES OF SECTION 509(A)(3)(B)(I) OF THE CODE (I.E., THE CONTROLLING entity). - THE OTHER GROUP CONSISTS OF PUBLIC CHARITIES THAT ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO THE Beatrice Community Hospital and Health Center IN TERMS OF THE DELIVERY AND THE SUPPORT AND PROMOTION OF HEALTHCARE AND HEALTHCARE ACCESS AND QUALITY AS OUTLINED IN THE TAXPAYER'S ARTICLES OF INCORPORATION. THIS GROUP INCLUDES ESSENTIALLY PUBLIC CHARITIES WITH A HEALTHCARE FOCUS THAT OPERATE IN THE SERVICE AREA. THE TAXPAYER MAKES GRANTS TO THE SUPPORTED ORGANIZATIONS DESCRIBED IN THE SECOND GROUP THAT ARE TO BE USED TO HELP SUCH SUPPORTED ORGANIZATIONS ACCOMPLISH THEIR CHARITABLE PURPOSES. THE ACTIVITIES OF THE SUPPORTED ORGANIZATIONS IN THIS GROUP ARE CLOSELY RELATED IN PURPOSE OR FUNCTION TO Beatrice Community Hospital and Health Center. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2316729 0 519152 250 2835631 2039846 15162 283547 21826 0 2316729 2483335 -442989 500 0 2039846 2081640 1000 403695 3000 0 2483335 1939446 142194 0 2081640 0.836 0.114 0.05 false false Schedule D, Part X, Line 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds THE BCH FOUNDATION HOLDS FIVE DESIGNATED ENDOWMENTS: A SPIRITUAL LIFE ENDOWMENT, A CAPITAL IMPROVEMENT ENDOWMENT, TWO HEALTHCARE GRANT ENDOWMENTS AND A HOSPICE ENDOWMENT. EACH ARE TO BE USED TO SUPPORT THE DEPARTMENT OR HEALTHCARE FOCUS IN WHICH IT IS NAMED. Centurian Golf Tournament 52740 8620 44120 817 8450 3135 Catch the Glow 184434 184434 0 500 9236 20264 1 26370 26370 0 263544 219424 44120 500 817 8450 12371 20264 42402 1718 true Beatrice Community Hospital & Health Center 4800 Hospital Pkwy Beatrice NE 68310 470379834 501(c)(3) 257606 CAPITAL NEEDS Blue Rivers Area Agency on Aging 103 Eastside Boulevard Beatrice NE 68310 470555810 501(c)(3) 20000 SENIOR CARE Good Samaritan Society 401 S 22nd St Beatrice NE 68310 450228055 501(c)(3) 5400 SENIOR CARE 3 0 Patient Hardship 21 3153 Employee Crisis 5 6406 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE BEATRICE COMMUNITY HOSPITAL FOUNDATION WORKS ALONGSIDE HOSPITAL ADMINISTRATION AND DIRECTORS TO IDENTIFY FUNDING FOR CAPITAL NEEDS ON AN ANNUAL BASIS. THE BCH FOUNDATION BOARD VOTES ON A LIST OF POTENTIAL HOSPITAL FUNDING REQUESTS (GRANTS) AND NOTIFIES SENIOR ADMINISTRATION AND DIRECTORS OF APPROVED GRANTS EACH YEAR IN OCTOBER. AS THOSE CAPITAL ITEMS ARE PURCHASED, THE BCH FOUNDATION REIMBURSES THE COST FOR THOSE PROJECTS, UP TO THE APPROVED GRANT AMOUNT. EACH DIRECTOR IS REQUIRED TO FILL OUT A FINAL GRANT IMPACT REPORT. THE BHC FOUNDATION WILL EVALUATE THE OUTCOMES OF GRANT AWARDS, AND MAY REQUEST A SITE VISIT. NO NEW GRANT REQUESTS WILL BE CONSIDERED UNTIL A SATISFACTORY REPORT HAS BEEN RECEIVED. IN ADDITION, OTHER IRS TAX EXEMPT ORGANIZATIONS, PUBLIC HEALTH OR GOVERNMENTAL AGENCIES THAT PROVIDE MEDICAL, HEALTH CARE AND/OR HEALTH WELLNESS SERVICES, PROGRAMS OR FACILITIES IN GAGE COUNTY, NEBRASKA OR ANY OTHER SERVICE AREA OF THE BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER INC. CAN APPLY FOR GRANT FUNDS ON AN ANNUAL BASIS. THE BCH FOUNDATION BOARD OF DIRECTORS REVIEWS ALL GRANT FUNDING APPLICATIONS ANNUALLY IN SEPTEMBER, FOR DECISION AND NOTIFICATION ON OR BEFORE OCTOBER 1ST. FUNDS ALLOCATED FOR APPROVED COMMUNITY HEALTHCARE GRANTS ARE HELD BY THE RECIPIENTS ARE REQUIRED TO SUBMIT A FINAL GRANT IMPACT REPORT. THE BHC FOUNDATION WILL EVALUATE THE OUTCOMES OF GRANT AWARDS, AND MAY REQUEST A SITE VISIT. NO NEW GRANT REQUESTS WILL BE CONSIDERED UNTIL A SATISFACTORY REPORT HAS BEEN RECEIVED. Requests for patient hardship or employee crisis grants are approved per the policy for both funds, which are posted on the intranet for all staff and reviewed annually. Patient Hardship grants are initiated by Case Management based on their professional judgment. Employee crisis funds are initiated by the employee and reviewed by the Employee Crisis committee, which consists of three Senior Executives and two upper management staff members. A Director of the Foundation is not able to approve Employee Crisis applications. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons DON HARMON, PATTY KAUFMAN, MITCHELL DEINES, STEVE SANDMAN, AND DEANNE CASPERS-MOON - Business relationship Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BCH FOUNDATION SUBMITS NOMINEES FOR ELECTION TO THE FOUNDATION BOARD FOR APPROVAL TO THE BEATRICE COMMUNITY HOSPITAL'S BOARD OF DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE BOARD OF DIRECTORS OF BEATRICE COMMUNITY HOSPITAL FOUNDATION, INC. IS REQUIRED TO OBTAIN THE APPROVAL OF BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, WITH REGARD TO THE FOLLOWING: - SELECTION AND EMPLOYMENT OF THE EXECUTIVE DIRECTOR - CHANGES TO THE GENERAL MISSION STATEMENTS OF BEATRICE COMMUNITY HOSPITAL FOUNDATION, INC., AS TO THE DEVELOPMENT OF NEW SERVICES OR ACTIVITIES OR THE ACQUISITION OF DISPOSITION OF CAPITAL ASSETS - ENTERING INTO ANY COOPERATIVE ARRANGEMENTS OF JOINT VENTURES WITH ANY OTHER PARTY - AMENDMENTS TO THE BYLAWS - APPROVAL OF THE ANNUAL BUDGET Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT SELECTED BY THE BOARD OF DIRECTORS. UPON COMPLETION OF THE PREPARATION, A DRAFT FORM 990 IS PROVIDED TO THE BCH FOUNDATION SENIOR EXECUTIVE AND THE BCH CFO FOR REVIEW. ONCE REVIEWED THE FORM 990 IS PRESENTED TO THE BCH FOUNDATION FINANCE/EXECUTIVE COMMITTEE FOR REVIEW, AND FINALLY PRESENTED TO THE FULL BCH FOUNDATION BOARD OF DIRECTORS FOR APPROVAL. ONLY AFTER THE BOARD'S FINAL APPROVAL IS THE FORM 990 SIGNED AND FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy BEATRICE COMMUNITY HOSPITAL FOUNDATION BOARD MEMBERS ARE REQUIRED TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND SUBMIT A SIGNED FORM STATING ANY POTENTIAL CONFLICTS OF INTEREST. THE FORMS ARE REVIEWED AND INITIALED BY THE BCH FOUNDATION SENIOR EXECUTIVE AND KEPT ON FILE WITH BCH ADMINISTRATIVE ASSISTANT. IF A CONFLICT SHOULD ARISE, THE AFFECTED BOARD MEMBER WILL BE EXCUSED FROM THE DISCUSSION AND/OR VOTE. Form 990, Part VI, Line 15a Process to establish compensation of top management official Compensation of the organization's top management official was conducted by the CEO of the supporting agency through support from the Human Resources Department and their ability to run comparable data for similar positions. This process was last undertaken in 2024. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST THROUGH THE BHC FOUNDATION SENIOR EXECUTIVE. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN BENEFICIAL INTEREST IN TRUST - 6505; FORM 990, PART VI, LINE 15A & 15B - PROCESS TO ESTABLISH COMPENSATION THE BEATRICE COMMUNITY HOSPITAL FOUNDATION HAS THREE STAFF MEMBERS: A SENIOR EXECUTIVE, AN ADMINISTRATIVE AND ANNUAL GIVING COORDINATOR AND A SPECIAL EVENTS AND DEVELOPMENT COORDINATOR. ALL ARE EMPLOYEES OF BEATRICE COMMUNITY HOSPITAL, INC (BCH). COMPENSATION IS SET BY THE HUMAN RESOURCE DEPARTMENT OF BCH. ANNUALLY, THE ADMINISTRATIVE AND ANNUAL GIVING COORDINATOR AND THE SPECIAL EVENTS AND DEVELOPMENT COORDINATOR RECEIVE A PERFORMANCE REVIEW BY THE SENIOR EXECUTIVE. ANNUALLY, THE SENIOR EXECUTIVE RECEIVES A PEFORMANCE REVIEW BY CEO OF BCH, WITH INPUT FROM THE BCH FOUNDATION BOARD OF DIRECTORS. THE SENIOR EXECUTIVE COMPENSATION IS APPROVED BY A VOTE OF THE BCH FOUNDATION BOARD OF DIRECTORS UPON HIRE. FORM 990, PART XI, LINE 2C THE BOARD OF DIRECTORS SELECTS THE INDEPENDENT ACCOUNTANT AND HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. UPON COMPLETION OF THE AUDIT, THE AUDITING FIRM PRESENTS THE RESULTS AND FINDINGS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, LINE 14 BEATRICE COMMUNITY HOSPITAL FOUNDATION, INC. FOLLOWS THE HOSPITAL'S POLICY. BEATRICE COMMUNITY HOSPITAL & HEALTH CTR 4800 HOSPITAL PARKWAY BEATRICE NE 68310 470379834 HEALTHCARE NE 501(c)(3) 3 NA false BEATRICE RETIREMENT INC 4800 HOSPITAL PARKWAY BEATRICE NE 68310 470649975 RETIREMENT NE 501(c)(3) 10 BCHHC true BLUE RIVERS AREA AGENCY ON AGING 103 EASTSIDE BOULEVARD BEATRICE NE 68310 470555810 PUBLIC CHARITY NE 501(c)(3) 7 NA false GOOD SAMARITAN SOCIETY 402 S 22ND ST BEATRICE NE 68310 450228055 PUBLIC CHARITY ND 501(c)(3) 10 NA false PHYSICIAN'S BUILDING INC 4800 HOSPITAL PARKWAY BEATRICE NE 68310 470697398 OFFICE RENTAL NE NA C Corporation true false true true false false false false false false false false true false true true false false false false