BROWN COUNTY HEALTH AND WELLNESS FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: BROWN COUNTY HEALTH AND WELLNESS FOUNDATION (EIN 31-1787176)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-08
IRS object ID: 201321289349301182
Schema version: 2012v2.0
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)
Timestamp	2013-05-08T11:00:38-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FARRELL INCORPORATED	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	205 W STATE ST	AddressLine1
City	GEORGETOWN	City
State	OH	State
ZIP Code	45121	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	311787176	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BROWN COUNTY HEALTH AND WELLNESS FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BROW	NameControl
Phone	9373787500	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	425 HOME STREET	AddressLine1
City	GEORGETOWN	City
State	OH	State
ZIP Code	45121	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JUDY HUFFMAN	Name
Title	SECRETARY	Title
Phone	9373787500	Phone
Date Signed	2013-04-30	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	MARY H WOOLLARD	Name
Phone	9373786757	Phone
Date Prepared	2013-05-08	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	GERRY SCHUMACHER	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	425 HOME STREET	AddressLine1
City	GEORGETOWN	City
State	OH	State
ZIP Code	45121	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	152112	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	N/A	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	2001	YearFormation
State Legal Domicile	OH	StateLegalDomicile
Activity Or Mission Description	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.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	27	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	0	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	24	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	304744	ContributionsGrantsPriorYear
Contributions Grants Current Year	98727	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	54402	ProgramServiceRevenuePriorYear
Program Service Revenue CY	53385	ProgramServiceRevenueCY
Investment Income Prior Year	86	InvestmentIncomePriorYear
Investment Income Current Year	0	InvestmentIncomeCurrentYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	359232	TotalRevenuePriorYear
Total Revenue Current Year	152112	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	57974	OtherExpensePriorYear
Other Expenses Current Year	87332	OtherExpensesCurrentYear
Total Expenses Prior Year	57974	TotalExpensesPriorYear
Total Expenses Current Year	87332	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	301258	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	64780	RevenuesLessExpensesCY
Total Assets BOY	650278	TotalAssetsBOY
Total Assets EOY	585397	TotalAssetsEOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	650278	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	585397	NetAssetsOrFundBalancesEOY
Mission Description	THE PURPOSE OF THE BCGH FOUNDATION	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	14757	Expense
Revenue	25000	Revenue
Description	HEART OF BROWN COUNTY GALA FOR BENEFIT OF GOOD NEIGHBOR FUND THAT ASSISTS PATIENTS WHO CANNOT AFFORD HEALTHCARE EXPENSES.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	32834	Expense
Revenue	20195	Revenue
Description	COACHES COMMUNITY RELIEF FUND	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	1454	Expense
Revenue	8190	Revenue
Description	CELEBRATION OF LIGHTS FUNDRAISER TO BENEFIT ENDOWMENT FUND.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	49045	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	true	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	false	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	true	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	27	NbrVotingGoverningBodyMembers
Number Independent Voting Members	0	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	JUDY HUFFMAN	NamePerson
Telephone Number	9373787500	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	425 HOME STREET	AddressLine1
City	GEORGETOWN	City
State	OH	State
ZIP Code	45121	ZIPCode

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

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitle	OfficerOfficer
TERI BAUMANN
EXECUTIVE BOARD	X
GERRY SCHUMACHER
EXECUTIVE BOARD	X
JUDY HUFFMAN
EXECUTIVE BOARD	X
ANITA FLAUGHER
EXECUTIVE BOARD	X
GREG PFEFFER
EXECUTIVE BOARD	X
ROGER ADKINS
BOARD MEMBER	X
ALTA BEASLEY
BOARD MEMBER	X
JEANNIE BULOW
BOARD MEMBER	X
DALE CAHALL
BOARD MEMBER	X
DORIS CHARLES MD
BOARD MEMBER	X
ALICE DAILEY
BOARD MEMBER	X
DALE DYER
BOARD MEMBER	X
DOUG DYER
BOARD MEMBER	X
JOANN FAUTH
BOARD MEMBER	X
ED FUHRMANN
BOARD MEMBER	X
CHESTER GREENE
BOARD MEMBER	X
CAROL HOLTON
BOARD MEMBER	X
RALPH JENNINGS
BOARD MEMBER	X
GARY LAYNE
BOARD MEMBER	X
LORIE LAYNE
BOARD MEMBER	X
DWIGHT MARRIOTT
BOARD MEMBER	X
SHIRLEY MORAN
BOARD MEMBER	X
FREIDA MYERS
BOARD MEMBER	X
JIM MYERS
BOARD MEMBER	X
YVONNE SCHUMACHER
BOARD MEMBER	X

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
All Other Contributions	98727	AllOtherContributions
Total Contributions	98727	TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn
CELEBRATION OF LIGHTS	624190	8190
COACHES CANCER	624190	20195
GALA-GOOD NEIGHBOR FUND	624190	25000

Field	Value	IRS element (for citing)
Total Program Service Revenue	53385	TotalProgramServiceRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	152112	TotalRevenueColumn
Related Or Exempt Function Income	53385	RelatedOrExemptFunctionIncome

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Management And GeneralManagementAndGeneral
AED EQUIPMENT EXPENSE	8872	8872
JOHN R. DONOHOO EXPENSE	250	250
NURSING ENHANCEMENT	1879	1879
PAT'S CLOSET EXPENSE	588	588

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	75743	Total
Program Services	49045	ProgramServices
Management And General	26698	ManagementAndGeneral
Fundraising	0	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	87332	Total
Program Services	49045	ProgramServices
Management And General	38287	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	500278	BOY
EOY	585397	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	150000	BOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	650278	BOY
EOY	585397	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	650278	BOY
EOY	585397	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	650278	BOY
EOY	585397	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	650278	BOY
EOY	585397	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	64780	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	20339	ReconciliationUnrealizedInvest
Reconcilation Prior Adjustment	-150000	ReconcilationPriorAdjustment
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Separate	X	FinancialStatementSeparate

Field	Value	IRS element (for citing)
Audit Committee	false	AuditCommittee
Federal Grant Audit Required	false	FederalGrantAuditRequired

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	19423	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	13489	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	40293	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	304744	CurrentTaxYearMinus1Year
Current Tax Year	98727	CurrentTaxYear
Total	476676	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	19423	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	13489	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	40293	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	304744	CurrentTaxYearMinus1Year
Current Tax Year	98727	CurrentTaxYear
Total	476676	Total

Field	Value	IRS element (for citing)
Public Support Total170	476676	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	15514	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	28088	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	9133	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	86	CurrentTaxYearMinus1Year
Total	52821	Total

Field	Value	IRS element (for citing)
Total Support	529497	TotalSupport
Public Support Pertcentage170	0.90020	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.86490	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170
Public Support Total509	0	PublicSupportTotal509
Public Support Percentage509	0	PublicSupportPercentage509
Investment Income Percentage	0	InvestmentIncomePercentage

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	true	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	true	DisclosedForCharitablePurposes

Schedule G IRS990ScheduleG

Events Information EventsInformation

Field	Value	IRS element (for citing)
Name Of Event1	GALA-GOOD NEIGHBOR FUND	NameOfEvent1
Gross Receipts Event1	25000	GrossReceiptsEvent1
Charitable Contributions Event1	14757	CharitableContributionsEvent1
Gross Revenue Event1	10243	GrossRevenueEvent1
Name Of Event2	COACHES COMMUNITY RELIEF FUND	NameOfEvent2
Gross Receipts Event2	20195	GrossReceiptsEvent2
Charitable Contributions Event2	32834	CharitableContributionsEvent2
Gross Revenue Event2	-12639	GrossRevenueEvent2
Gross Receipts Other Events	8190	GrossReceiptsOtherEvents
Gross Revenue Other Events	8190	GrossRevenueOtherEvents
Other Direct Expenses Other Events	1454	OtherDirectExpensesOtherEvents
Gross Receipts Total	53385	GrossReceiptsTotal
Charitable Contributions Total	47591	CharitableContributionsTotal
Gross Revenue Total Events	5794	GrossRevenueTotalEvents
Other Direct Expenses Total Events	1454	OtherDirectExpensesTotalEvents
Direct Expense Summary Events	1454	DirectExpenseSummaryEvents
Net Income Summary	4340	NetIncomeSummary

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

IdentifierIdentifier	ExplanationExplanation
Pt VI, Line 12c	THE CONFLICT OF INTEREST POLICY IS REQUIRED TO BE SIGNED
	EVERY YEAR BY THE FOUNDATION MEMBERS. THIS IS HOW THE
	ORGANIZATION ENFORCES THE POLICY.
Pt VI, Line 19	THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS AND
	FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON
	REQUEST.
Pt XI	CHANGES IN NET ASSETS OR FUND BALANCES IS DUE TO THE
	NOTE RECEIVABLE BEING RECEIVED IN 2012 AND MOVED OVER
	TO A PERMANENT RESTRICTED NET ASSET.
Pt VI, Line 11b	THE 990 IS REVIEWED DURING A BOARD MEETING.
Form 990, Part IX, Line 24f	SPECIFIC REQUEST GIFT EXPENSE 100. 0. 100. 0. HOSPITAL ACTIVITIES EXPENSE 373. 0. 373. 0. UNRESTRICTED FUNDS 4116. 0. 4116. 0. SCHOLARSHIP-GOLF OUTING 7750. 0. 7750. 0. CELEBRATION OF LIGHTS 1454. 1454. 0. 0. COACHES CANCER 32834. 32834. 0. 0. GALA-GOOD NEIGHBOR FUND 14757. 14757. 0. 0. MOTHER & CHILD EQUIP EXPENSE 4343. 0. 4343. 0. SUSAN G KOMAN FOUNDATION 10016. 0. 10016. 0.