MCCULLOUGH-HYDE MEMORIAL HOSPITAL ENDOWMENT FUND: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MCCULLOUGH-HYDE MEMORIAL HOSPITAL ENDOWMENT FUND (EIN 23-7374256)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202231339349301828
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T10:05:54-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 4200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462045108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237374256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCULLOUGH-HYDE MEMORIAL HOSPITAL | BusinessNameLine1Txt |
| Business Name Line2 | ENDOWMENT FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCCU | BusinessNameControlTxt |
| Phone | 5135245650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 NORTH POPLAR STREET | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TYLER WASH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5135245650 | PhoneNum |
| Signature | 2022-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TYLER | PersonFirstNm |
| Person Last | WASH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA M JANSONS | PreparerPersonNm |
| PTIN | P01222873 | PTIN |
| Phone | 3174648600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCULLOUGH-HYDE MEMORIAL HOSPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TYLER WASH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 NORTH POPLAR STREET | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,213,374 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRIHEALTH.COM/MHMHFOUNDATION | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION PROVIDES SUPPORT TO MCCULLOUGH-HYDE MEMORIAL HOSPITAL ON AN ANNUAL BASIS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $525,289 | PYContributionsGrantsAmt |
| CY Contributions Grants | $208,714 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$5,042,214 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,229,334 | CYInvestmentIncomeAmt |
| PY Other Revenue | $61,005 | PYOtherRevenueAmt |
| CY Other Revenue | $9,346 | CYOtherRevenueAmt |
| PY Total Revenue | -$4,455,920 | PYTotalRevenueAmt |
| CY Total Revenue | $1,447,394 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $162,309 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $755,957 | PYOtherExpensesAmt |
| CY Other Expenses | $751,108 | CYOtherExpensesAmt |
| PY Total Expenses | $755,957 | PYTotalExpensesAmt |
| CY Total Expenses | $751,108 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,211,877 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $696,286 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,319,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,635,043 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $176,241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $158,695 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,143,155 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,476,348 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $118,404 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORT FOR DEVELOPMENT AND COMMUNITY ENGAGEMENT ACTIVITIES TO SUPPORT THE MCCULLOUGH-HYDE MEMORIAL HOSPITAL: THE FOUNDATION REPRESENTS THE INTERESTS OF THE COMMUNITIES SERVED BY MCCULLOUGH-HYDE MEMORIAL HOSPITAL AND SERVES AS A CONDUIT BETWEEN COMMUNITY MEMBERS AND DONORS AND THE HOSPITAL AS IT RELATES TO PHILANTHROPY AND ENGAGEMENT. THE EFFORTS OF THE FOUNDATION OVER THE YEARS HAS PRODUCED AN ENDOWMENT OF $21.4 MILLION, WITH $15.6 MILLION UNRESTRICTED AND $5.8 MILLION DESIGNATED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $94,059 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORT FOR HEALTH PROGRAMS: THE FOUNDATION PROVIDED SUPPORT FOR HOSPITAL STRATEGIC ADVANCEMENTS AND CURRENT NEEDS THAT SUPPORTED THE COMMUNITIES IN BUTLER COUNTY, OHIO, FRANKLIN COUNTY, INDIANA, PREBLE COUNTY, OHIO, UNION COUNTY, INDIANA AND OTHER ANCILLARY COMMUNITIES CERVED BY THE HOSPITAL. THE SUPPORT FROM THE FOUNDATION FOCUSED ON HOSPITAL DEPARTMENT SUPPORT (SURGERY, RESPIRATORY, LABORATORY, INPATIENT CARE, IMAGING, CARDIAC, ONCOLOGY, PHARMACY, PHYSICAL THERAPY AND OBSTETRICS), EMPLOYEE SUPPORT, PROGRAM SUPPORT (OXFORD FREE CLINIC, COALITION FOR A HEALTHY COMMUNITY, HEALING ARTS AND PRENATAL AND POSTPARTUM EDUCATION), PATIENT SUPPORT (MEDICAL GAP FUNDING, TEMPORARY SSSISTANCE AND EMERGENCY FUNDING) AND HOSPITAL CAPITAL PROJECTS (FACILITY RENOVATIONS, EQUIPMENT PURCHASES AND CLINICAL INNOVATION). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $84,718 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORT FOR HOSPITAL BUILDING AND EQUIPMENT: THE FOUNDATION PROVIDED SUPPORT FOR ONGOING BUILDING AND EQUIPMENT NEEDS AT MCCULLOUGH-HYDE MEMORIAL HOSPITAL TO ENSURE A MODERN, UP-YO-DATE AND SAFE FACILITIES. FACILITIES UPGRADES RELATED TO THE PUBLIC AREAS OF THE HOSPITAL, LABORATORY, CLINICS, INPATIENT CARE UNIT, EMERGENCY DEPARTMENT, CRITICAL CARE UNIT AND OBSTRUCTS UNIT HAVE RESULTED IN HIGHER QUALITY HEALTHCARE AND SAFETY. ADDITIONAL BUILDING NEEDS RELATED TO THE UPKEEP OF A COMPRESSIVE HOSPITAL WERE ALSO SUPPORTED TO ENSURE THE PHYSICAL STRUCTURE REMAINS VIABLE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $38,851 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SUPPORT FOR EDUCATIONAL NEEDS: THE FOUNDATION FUNDED ACADEMIC SCHOLARSHIPS AND CONTINUING EDUCATION FOR EMPLOYEES FF MCCULLOUGH-HYDE MEMORIAL HOSPITAL. THE EDUCATIONAL SUPPORT FROM THE FOUNDATION FOCUSED ON GENERAL ACADEMIC ADVANCEMENT (BACHELOR'S DEGREES, MASTER'S DEGREE AND DOCTORATES RELATED TO HEALTHCARE, HEALTHCARE ADMINISTRATION OR OTHER RELATED FIELDS OF STUDY), CERTIFICATIONS (REGISTERED NURSES, LICENSED PRACTICAL NURSES, TECHNICIANS AND OTHER POSITION-SPECIFIC CERTIFICATIONS) AND CONTINUING EDUCATION OPPORTUNITIES (SPECIALIZED TRAINING, SEMINARS, TRAININGS AND CONFERENCES).IN ADDITION, THE TRUST FUNDED MINOR MISCELLANEOUS PROJECTS AT MCCULLOUGH-HYDE MEMORIAL HOSPITAL. FOR THE CURRENT YEAR, THE SUPPORT TOTALED $8,241. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $38,851 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $336,032 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYLER WASH - EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5135245650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 NORTH POPLAR STREET | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARY BUTTERFIELD | |||||||
| SECRETARY/TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHEN FLEE | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DELORIS ROME HUDSON | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LISA CIAMPA | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS MCQUISTON | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAT SIDLEY | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TIM MCGOWAN | |||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SIBYL MILLER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN SNYDER | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KAREN BAKER | |||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIHEALTH INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 EDEN PARK DRIVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ADMINISTRATIVE SUPPORT | ServicesDesc |
| Compensation | $295,700 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $208,714 | AllOtherContributionsAmt |
| Total Contributions | $208,714 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $454,301 | TotalRevenueColumnAmt |
| Exclusion | $454,301 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $98,220 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $88,874 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,346 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,346 | TotalRevenueColumnAmt |
| Exclusion | $9,346 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,597,139 | SecuritiesAmt |
| Other | $855,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,296,946 | SecuritiesAmt |
| Other | $380,160 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $300,193 | SecuritiesAmt |
| Other | $474,840 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $775,033 | TotalRevenueColumnAmt |
| Exclusion | $775,033 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,447,394 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,238,680 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,200 | TotalAmt |
| Program Services | $107,184 | ProgramServicesAmt |
| Management And General | $48,488 | ManagementAndGeneralAmt |
| Fundraising | $99,528 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,592 | TotalAmt |
| Management And General | $35,592 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,231 | TotalAmt |
| Program Services | $1,628 | ProgramServicesAmt |
| Management And General | $39,292 | ManagementAndGeneralAmt |
| Fundraising | $7,311 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,444 | TotalAmt |
| Management And General | $17,444 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,246 | TotalAmt |
| Program Services | $5,220 | ProgramServicesAmt |
| Management And General | $36,407 | ManagementAndGeneralAmt |
| Fundraising | $23,619 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,462 | TotalAmt |
| Program Services | $1,637 | ProgramServicesAmt |
| Management And General | $11,418 | ManagementAndGeneralAmt |
| Fundraising | $7,407 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,572 | TotalAmt |
| Management And General | $15,504 | ManagementAndGeneralAmt |
| Fundraising | $12,068 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,187 | TotalAmt |
| Program Services | $2,735 | ProgramServicesAmt |
| Management And General | $19,076 | ManagementAndGeneralAmt |
| Fundraising | $12,376 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,234 | TotalAmt |
| Management And General | $18,234 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349 | TotalAmt |
| Management And General | $349 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,155 | TotalAmt |
| Management And General | $1,155 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,159 | TotalAmt |
| Management And General | $9,159 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| HEALTH PROGRAMS | $94,059 | $94,059 |
| BUILDING & EQUIPMENT | $84,718 | $84,718 |
| EDUCATIONAL PROGRAMS | $30,610 | $30,610 |
| MISCELLANEOUS SUPPORT | $8,241 | $8,241 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $649 | TotalAmt |
| Management And General | $649 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,108 | TotalAmt |
| Program Services | $336,032 | ProgramServicesAmt |
| Management And General | $252,767 | ManagementAndGeneralAmt |
| Fundraising | $162,309 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,532 | BOYAmt |
| EOY | $867,295 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,280 | BOYAmt |
| EOY | $40,786 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,465 | BOYAmt |
| EOY | $265 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,388 | BOYAmt |
| EOY | $2,345 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $796,362 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $495,448 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $632,217 | BOYAmt |
| EOY | $300,914 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,352,514 | BOYAmt |
| EOY | $21,423,438 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,319,396 | BOYAmt |
| EOY | $22,635,043 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,092 | BOYAmt |
| EOY | $23,002 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,149 | BOYAmt |
| EOY | $135,693 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,241 | BOYAmt |
| EOY | $158,695 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,428,237 | BOYAmt |
| EOY | $16,632,201 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,714,918 | BOYAmt |
| EOY | $5,844,147 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,143,155 | BOYAmt |
| EOY | $22,476,348 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,319,396 | BOYAmt |
| EOY | $22,635,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $696,286 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,636,907 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCULLOUGH-HYDE MEMORIAL HOSPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310650283 | EIN |
| Organization Type | 3 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (1) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART D, LINE 3 | THERE IS A HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THE MCCULLOUGH-HYDE MEMORIAL HOSPITAL FOUNDATION ("FOUNDATION") AND ITS SUPPORTED ORGANIZATION, MCCULLOUGH-HYDE MEMORIAL HOSPITAL ("HOSPITAL"). THE ORIGINAL RESOURCES THAT CREATED THE FOUNDATION WERE GIVEN FOR THE PURPOSE OF ERECTING, MAINTAINING AND OPERATING A HOSPITAL IN OXFORD, OHIO, WHICH ULTIMATELY BECAME THE HOSPITAL IN 1957. EFFECTIVE JULY 1, 2019, THE FOUNDATION TRANSFERRED ITS OWNERSHIP PERCENTAGE IN THE HOSPITAL TO TRIHEALTH, INC. SINCE THE TRANSACTION, THE FOUNDATION HAS ONE OF ITS TRUSTEES ELECTED TO THE HOSPITAL'S BOARD OF DIRECTORS ALLOWING FOR INPUT IN HOSPITAL OPERATIONS. THE FOUNDATION IS RESPONSIBLE FOR RECEIVING ALL CHARITABLE CONTRIBUTIONS FROM COMMUNITY MEMBERS FOR THE BENEFIT OF THE HOSPITAL, MANAGING AND DISTRIBUTING THOSE FUNDS, AND ENSURING THEIR USE IS IN ACCORDANCE WITH DONOR WISHES. THE FOUNDATION LEADERSHIP WORKS WITH THE HOSPITAL LEADERSHIP TO DETERMINE HOW FUNDS ARE DISTRIBUTED. HOSPITAL NEEDS ARE EVALUATED ANNUALLY TO ENSURE THE GREATEST NEEDS ARE MET FIRST. THE HOSPITAL'S PRESIDENT AND OTHER EXECUTIVES ATTEND THE FOUNDATION'S BOARD OF TRUSTEES MEETINGS ON A MONTHLY BASIS. |
| PART E, LINE 2A | THERE IS A HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THE MCCULLOUGH-HYDE MEMORIAL HOSPITAL FOUNDATION ("FOUNDATION") AND ITS SUPPORTED ORGANIZATION, MCCULLOUGH-HYDE MEMORIAL HOSPITAL ("HOSPITAL"). THE ORIGINAL RESOURCES THAT CREATED THE FOUNDATION WERE GIVEN FOR THE PURPOSE OF ERECTING, MAINTAINING AND OPERATING A HOSPITAL IN OXFORD, OHIO, WHICH ULTIMATELY BECAME THE HOSPITAL IN 1957. THE FOUNDATION IS RESPONSIBLE FOR RECEIVING ALL CHARITABLE CONTRIBUTIONS FOR THE BENEFIT OF THE HOSPITAL, MANAGING AND DISTRIBUTING THOSE FUNDS, AND ENSURING THEIR USE IS IN ACCORDANCE WITH DONOR WISHES. THE FOUNDATION LEADERSHIP WORKS WITH THE HOSPITAL LEADERSHIP TO DETERMINE HOW FUNDS ARE DISTRIBUTED. HOSPITAL NEEDS ARE EVALUATED ANNUALLY TO ENSURE THE GREATEST NEEDS ARE MET FIRST. THE SUPPORT FROM THE FOUNDATION FOCUSED ON HOSPITAL DEPARTMENT SUPPORT (SURGERY, RESPIRATORY, LABORATORY, INPATIENT CARE, IMAGING, CARDIAC, ONCOLOGY, PHARMACY, PHYSICAL THERAPY AND OBSTETRICS), EMPLOYEE SUPPORT, PROGRAM SUPPORT (OXFORD FREE CLINIC, COALITION FOR A HEALTHY COMMUNITY, HEALING ARTS AND PRENATAL AND POSTPARTUM EDUCATION), PATIENT SUPPORT (MEDICAL GAP FUNDING, TEMPORARY ASSISTANCE AND EMERGENCY FUNDING) AND HOSPITAL CAPITAL PROJECTS (FACILITY RENOVATIONS, EQUIPMENT PURCHASES AND CLINICAL INNOVATION). |
| PART E, LINE 2B | THE SUPPORTED ORGANIZATION, MCCULLOUGH-HYDE MEMORIAL HOSPITAL ("HOSPITAL"), GENERALLY WOULD NEED TO RAISE AND MANAGE FUNDS IN ORDER TO FURTHER ITS EXEMPT MISSION. INSTEAD, THE MCCULLOUGH-HYDE MEMORIAL HOSPITAL FOUNDATION ("FOUNDATION") RECEIVED ALL CHARITABLE CONTRIBUTIONS FROM COMMUNITY MEMBERS FOR THE BENEFIT OF THE HOSPITAL, MANAGES AND DISTRIBUTES THOSE FUNDS FOR HOSPITAL DEPARTMENT SUPPORT (SURGERY, RESPIRATORY, LABORATORY, INPATIENT CARE, IMAGING, CARDIAC, ONCOLOGY, PHARMACY, PHYSICAL THERAPY AND OBSTETRICS), EMPLOYEE SUPPORT, PROGRAM SUPPORT (OXFORD FREE CLINIC, COALITION FOR A HEALTHY COMMUNITY, HEALING ARTS AND PRENATAL AND POSTPARTUM EDUCATION), PATIENT SUPPORT (MEDICAL GAP FUNDING, TEMPORARY ASSISTANCE AND EMERGENCY FUNDING) AND HOSPITAL CAPITAL PROJECTS (FACILITY RENOVATIONS, EQUIPMENT PURCHASES AND CLINICAL INNOVATION). THIS ALLOWS THE HOSPITAL TO FOCUS ON DELIVERING PATIENT CARE IN FURTHERANCE OF ITS EXEMPT PURPOSE. |
| PART I, LINE 12G, COLUMN (VI) | FOUNDATION ("FOUNDATION") RECEIVED ALL CHARITABLE CONTRIBUTIONS FROM COMMUNITY MEMBERS FOR THE BENEFIT OF THE HOSPITAL, MANAGES AND DISTRIBUTES THOSE FUNDS FOR HOSPITAL DEPARTMENT SUPPORT (SURGERY, RESPIRATORY, LABORATORY, INPATIENT CARE, IMAGING, CARDIAC, ONCOLOGY, PHARMACY, PHYSICAL THERAPY AND OBSTETRICS), EMPLOYEE SUPPORT, PROGRAM SUPPORT (OXFORD FREE CLINIC, COALITION FOR A HEALTHY COMMUNITY, HEALING ARTS AND PRENATAL AND POSTPARTUM EDUCATION), PATIENT SUPPORT (MEDICAL GAP FUNDING, TEMPORARY ASSISTANCE AND EMERGENCY FUNDING) AND HOSPITAL CAPITAL PROJECTS (FACILITY RENOVATIONS, EQUIPMENT PURCHASES AND CLINICAL INNOVATION). |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,556,230 | BeginningYearBalanceAmt |
| Contributions | $99,623 | ContributionsAmt |
| Investment Earnings Or Losses | $3,893,561 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $125,976 | OtherExpendituresAmt |
| End Year Balance | $21,423,438 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,004,388 | BeginningYearBalanceAmt |
| Contributions | $4,813,690 | ContributionsAmt |
| Investment Earnings Or Losses | $177,095 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $438,943 | OtherExpendituresAmt |
| End Year Balance | $17,556,230 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,604,449 | BeginningYearBalanceAmt |
| Contributions | $323,734 | ContributionsAmt |
| Investment Earnings Or Losses | $265,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $189,433 | OtherExpendituresAmt |
| End Year Balance | $13,004,388 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,841,390 | BeginningYearBalanceAmt |
| Contributions | $193,753 | ContributionsAmt |
| Investment Earnings Or Losses | $970,746 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $401,440 | OtherExpendituresAmt |
| End Year Balance | $12,604,449 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,262,930 | BeginningYearBalanceAmt |
| Contributions | $276,887 | ContributionsAmt |
| Investment Earnings Or Losses | $1,301,573 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $11,841,390 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.72721 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27279 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $87,370 | InvestmentCostOrOtherBasisAmt |
| Book Value | $87,370 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $699,093 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $485,549 | DepreciationAmt |
| Book Value | $213,544 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,899 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $9,899 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $300,914 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO MCCULLOUGH-HYDE MEMORIAL HOSPITAL | $133,378 |
| MISCELLANEOUS | $2,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $135,693 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE FOCUSED ON HOSPITAL DEPARTMENT SUPPORT (SURGERY, RESPIRATORY, LABORATORY, INPATIENT CARE, IMAGING, CARDIAC, ONCOLOGY, PHARMACY, PHYSICAL THERAPY AND OBSTETRICS), EMPLOYEE SUPPORT, PROGRAM SUPPORT (OXFORD FREE CLINIC, COALITION FOR A HEALTHY COMMUNITY, HEALING ARTS AND PRENATAL AND POSTPARTUM EDUCATION), PATIENT SUPPORT (MEDICAL GAP FUNDING, TEMPORARY ASSISTANCE AND EMERGENCY FUNDING) AND HOSPITAL CAPITAL PROJECTS (FACILITY RENOVATIONS, EQUIPMENT PURCHASES AND CLINICAL INNOVATION). |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT, AS OF JUNE 30, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION'S INFORMATION RETURNS FOR THE YEARS 2018 THROUGH 2021 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, ALTHOUGH THAT AGENCY HAS NOT INDICATED ANY INTENT TO DO SO. THE LLC IS A DISREGARDED ENTITY AND IS REPORTED AS A DIVISION OF THE FOUNDATION ON THE FOUNDATION'S INFORMATION RETURN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION: | THE FOUNDATION PROVIDES A VARIETY OF FINANCIAL SUPPORT, THROUGH GRANTS, TO MCCULLOUGH-HYDE MEMORIAL HOSPITAL ON AN ANNUAL BASIS. IT FOCUSES ON PROVIDING FINANCIAL SUPPORT FOR DEPARTMENTS AND SPECIALTIES, EDUCATION, EMPLOYEES, HEALTHCARE PROGRAMS, PATIENTS AND GENERAL INFRASTRUCTURE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MAYOR OF THE CITY OF OXFORD APPOINTS, WITH THE APPROVAL OF THE OXFORD CITY COUNCIL, THE BOARD MEMBERS OF THE MCCULLOUGH-HYDE MEMORIAL HOSPITAL ENDOWMENT FUND TO FIVE-YEAR TERMS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY ('POLICY") APPLIES TO ANY TRUSTEE OR OFFICER OF THE BOARD, OR MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS ("INTERESTED PARTY"). ANY PERSON WHO HOLDS A SIMILAR POSITION WITH THE MCCULLOUGH-HYDE MEMORIAL HOSPITAL ("HOSPITAL"), THE SUPPORTED ORGANIZATION OF THE FOUNDATION, OR ANY ENTITY IN ANY HEALTH CARE SYSTEM OR NETWORK OF WHICH THE HOSPITAL IS A PART IN ALSO CONSIDERED AN INTERESTED PARTY FOR PURPOSES OF THIS POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS/HER INTEREST, AS WELL AS ALL MATERIAL FACTS RELATING THERETO, TO THE CHAIR AND TO OTHER TRUSTEE OR COMMITTEE MEMBERS WHO ARE CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. THE INFORMATION SHOULD BE MADE A MATTER OF RECORD BEFORE ANY MATTER TO WHICH THE INTEREST RELATES BECOMES A MATTER OF TRUSTEE ACTION. DETERMINING WHETHER A CONFLICT OF FINANCIAL INTEREST EXISTS - AFTER DISCLOSURE OF A FINANCIAL INTEREST, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE WHETHER A CONFLICT OF INTEREST EXISTS. PROCEDURES FOR ADDRESSING THE CONFLICT OF FINANCIAL INTEREST - IF IT IS DETERMINED THAT THE INFORMATION DISCLOSED BY THE INTERESTED PERSON CONCERNING A FINANCIAL INTEREST CONSTITUTES A CONFLICT OF INTEREST ON THE PART OF SUCH INTERESTED PERSON, THE FOLLOWING PROCEDURES SHALL APPLY: * AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. * THE CHAIR OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. *AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE FOUNDATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. *IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED MEMBERS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND FOR ITS BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. PROCEDURES FOR ADDRESSING CONFLICTS OF INTEREST NOT INVOLVING A FINANCIAL INTEREST - ANY INTERESTED PERSON HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER (EVEN IF IT DOES NOT INVOLVE A FINANCIAL INTEREST) SHOULD NOT VOTE OR USE HIS/HER PERSONAL INFLUENCE ON THE MATTER. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE AND THE ABSTENTION FROM VOTING. THE FOREGOING REQUIREMENTS SHOULD NOT BE CONSTRUED AS PREVENTING A BOARD OR COMMITTEE MEMBER FROM BRIEFLY STATING HIS/HER POSITION IN THE MATTER, NOR FROM ANSWERING PERTINENT QUESTIONS OF OTHER MEMBERS SINCE HIS/HER KNOWLEDGE MAY BE OF GREAT ASSISTANCE. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY - IF THE BOARD OR ANY COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE MEMBER AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE MEMBER HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE CORRECTIVE ACTION. RECORDS OF PROCEEDINGS - THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD-DELEGATED POWERS SHALL CONTAIN: * THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOARD'S OR COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED. *THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCULLOUGH-HYDE MEMORIAL HOSPITAL TRUST REAL ESTATE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 NORTH POPLAR STREET | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL ESTATE HOLDINGS | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $570,642 | TotalIncomeAmt |
| End Of Year Assets | $1,121,916 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCULLOUGH-HYDE MEMORIAL HOSPITAL INCORPORATED | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 NORTH POPLAR STREET | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310650283 | EIN |
| Primary Activities | HOSPITAL | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 3 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |