BROWN COUNTY HEALTH AND WELLNESS FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: BROWN COUNTY HEALTH AND WELLNESS FOUNDATION (EIN 31-1787176)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-04-30
IRS object ID: 201511209349300236
Schema version: 2014v5.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-04-30T12:27:57-07:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FARRELL INCORPORATED	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	205 W STATE ST	AddressLine1Txt
City	GEORGETOWN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45121	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	311787176	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BROWN COUNTY HEALTH AND WELLNESS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BROW	BusinessNameControlTxt
Phone	9373787500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	425 HOME STREET	AddressLine1Txt
City	GEORGETOWN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45121	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JUDY HUFFMAN	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	9373787500	PhoneNum
Signature	2015-04-27	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARY H WOOLLARD	PreparerPersonNm
Phone	9373786757	PhoneNum
Preparation	2015-04-30	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	GREG PFEFFER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	425 HOME STREET	AddressLine1Txt
City	GEORGETOWN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45121	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$118,079	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2001	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	THE PURPOSE OF THE BCGH FOUNDATION IS TO ACKNOWLEDGE THE IMPORTANCE OF HEALTH TO QUALITY OF LIFE, TO RECOGNIZE THE CENTRAL ROLE THE HOSPITAL PLAYS IN IMPROVING HEALTH, AND TO ENCOURAGE FINANCIAL SUPPORT FOR THE HOSPITAL THROUGH CHARITABLE GIFTS, CREATING GREATER ACCESS TO CARE AND ENHANCING THE MEANING AND DIGNITY OF LIFE.	ActivityOrMissionDesc
Voting Members Governing Body	26	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	24	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$57,309	PYContributionsGrantsAmt
CY Contributions Grants	$104,908	CYContributionsGrantsAmt
PY Program Service Revenue	$14,537	PYProgramServiceRevenueAmt
CY Program Service Revenue	$13,171	CYProgramServiceRevenueAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$71,846	PYTotalRevenueAmt
CY Total Revenue	$118,079	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$122,453	PYOtherExpensesAmt
CY Other Expenses	$64,759	CYOtherExpensesAmt
PY Total Expenses	$122,453	PYTotalExpensesAmt
CY Total Expenses	$64,759	CYTotalExpensesAmt
PY Revenues Less Expenses	-$50,607	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$53,320	CYRevenuesLessExpensesAmt
Total Assets BOY	$566,310	TotalAssetsBOYAmt
Total Assets EOY	$630,250	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$566,310	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$630,250	NetAssetsOrFundBalancesEOYAmt
Mission	THE PURPOSE OF THE BCGH FOUNDATION	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$4,821	ExpenseAmt
Revenue	$2,900	RevenueAmt
Desc	HEART OF BROWN COUNTY GALA FOR BENEFIT OF GOOD NEIGHBOR FUND THAT ASSISTS PATIENTS WHO CANNOT AFFORD HEALTHCARE EXPENSES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$6,000	ExpenseAmt
Revenue	$9,281	RevenueAmt
Desc	COACHES COMMUNITY RELIEF FUND	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$107	ExpenseAmt
Revenue	$990	RevenueAmt
Desc	CELEBRATION OF LIGHTS FUNDRAISER TO BENEFIT ENDOWMENT FUND.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$10,928	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	26	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JUDY HUFFMAN	PersonNm
Phone	9373787500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	425 HOME STREET	AddressLine1Txt
City	GEORGETOWN	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45121	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxt	OfficerOfficerInd
DALE CAHALL
PRESIDENT	Yes (X)
LORIE LAYNE
VICE PRESIDENT	Yes (X)
JUDY HUFFMAN
TREASURER	Yes (X)
TERI BAUMANN
SECRETARY	Yes (X)
ROGER ADKINS
BOARD MEMBER	Yes (X)
ALTA BEASLEY
BOARD MEMBER	Yes (X)
JEANNIE BULOW
BOARD MEMBER	Yes (X)
DORIS CHARLES MD
BOARD MEMBER	Yes (X)
DALE DYER
BOARD MEMBER	Yes (X)
DOUG DYER
BOARD MEMBER	Yes (X)
JOANN FAUTH
BOARD MEMBER	Yes (X)
ANITA FLAUGHER
BOARD MEMBER	Yes (X)
CHESTER GREENE
BOARD MEMBER	Yes (X)
CAROL HOLTON
BOARD MEMBER	Yes (X)
RALPH JENNINGS
BOARD MEMBER	Yes (X)
GARY LAYNE
BOARD MEMBER	Yes (X)
DENNIS LEWIS
BOARD MEMBER	Yes (X)
DWIGHT MARRIOTT
BOARD MEMBER	Yes (X)
SHIRLEY MORAN
BOARD MEMBER	Yes (X)
FREIDA MYERS
BOARD MEMBER	Yes (X)
JIM MYERS
BOARD MEMBER	Yes (X)
GREG PFEFFER
BOARD MEMBER	Yes (X)
GERRY SCHUMACHER
BOARD MEMBER	Yes (X)
YVONNE SCHUMACHER
BOARD MEMBER	Yes (X)
REV JAMES SETTLES
BOARD MEMBER	Yes (X)

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$104,908	AllOtherContributionsAmt
Total Contributions	$104,908	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt
CELEBRATION OF LIGHTS	624190	$990
COACHES CANCER	624190	$9,281
GALA-GOOD NEIGHBOR FUND	624190	$2,900

Field	Value	IRS element (for citing)
Total Program Service Revenue	$13,171	TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$118,079	TotalRevenueColumnAmt
Related Or Exempt Func Income	$13,171	RelatedOrExemptFuncIncomeAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
AED EQUIPMENT EXPENSE	$11,355	$0	$11,355	$0
JOHN R. DONOHOO EXPENSE	$250	$0	$250	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$53,154	TotalAmt
Program Services	$10,928	ProgramServicesAmt
Management And General	$42,226	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$64,759	TotalAmt
Program Services	$10,928	ProgramServicesAmt
Management And General	$53,831	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$566,310	BOYAmt
EOY	$630,250	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$566,310	BOYAmt
EOY	$630,250	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$566,310	BOYAmt
EOY	$630,250	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$566,310	BOYAmt
EOY	$630,250	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$566,310	BOYAmt
EOY	$630,250	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$53,320	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$10,620	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	false	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$40,293	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$304,744	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$98,727	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$57,309	CurrentTaxYearMinus1YearAmt
Current Tax Year	$104,908	CurrentTaxYearAmt
Total	$605,981	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$40,293	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$304,744	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$98,727	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$57,309	CurrentTaxYearMinus1YearAmt
Current Tax Year	$104,908	CurrentTaxYearAmt
Total	$605,981	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$605,981	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,133	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$86	CurrentTaxYearMinus3YearsAmt
Total	$9,219	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$615,200	TotalSupportAmt
Public Support CY170	0.98500	PublicSupportCY170Pct
Public Support PY170	0.93240	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509	$0	PublicSupportTotal509Amt
Public Support CY509	0	PublicSupportCY509Pct
Investment Income CY	0	InvestmentIncomeCYPct

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

Field	Value	IRS element (for citing)
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GALA-GOOD NEIGHBOR FUND	Event1Nm
Event2	COACHES COMMUNITY RELIEF FUND	Event2Nm

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Pt VI, Line 11b	THE 990 IS REVIEWED DURING A BOARD MEETING.
Pt VI, Line 12c	THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED
Pt VI, Line 12c	EVERY YEAR BY THE FOUNDATION MEMBERS. THIS IS HOW THE
Pt VI, Line 12c	ORGANIZATION ENFORCES THE POLICY.
Form 990, Part IX, Line 24f	HOSPITAL ACTIVITIES EXPENSE 5627. 0. 5627. 0. UNRESTRICTED FUNDS 760. 0. 760. 0. SCHOLARSHIP-GOLF OUTING 6245. 0. 6245. 0. CELEBRATION OF LIGHTS 107. 107. 0. 0. COACHES CANCER 6000. 6000. 0. 0. GALA-GOOD NEIGHBOR FUND 4821. 4821. 0. 0. BOB STEPHEN SCHOLARSHIP 250. 0. 250. 0. SUSAN G KOMAN FOUNDATION 5268. 0. 5268. 0. SCHOOL DENTAL PROGRAM 1076. 0. 1076. 0. UNITED WAY DISTRIBUTION 23000. 0. 23000. 0.