Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
FIRSTCARE HEALTH FOUNDATION
Employer identification number
93-0900124
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
No
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
No
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
(1)
ALBANY GEN HOSP
930110095
3
Yes
Yes
Yes
236,864
(2)
FIRSTCARE MED FND
930932697
9
Yes
Yes
Yes
172,369
(3)
MID-VALLEY HC
930396847
3
No
Yes
Yes
5,217
(4)
GOOD SAM HOSP
930391573
3
No
Yes
Yes
13,843
Total
428,293
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2011.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2010.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2011.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2007
(b) 2008
(c) 2009
(d) 2010
(e) 2011
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2011 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2010 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2011 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2010 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2011.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2010.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
THE EXEMPT ACTIVITIES OF FIRSTCARE HEALTH FOUNDATION CHANGED AS OF 1/1/2011. PREVIOUSLY FIRSTCARE HEALTH FOUNDATION SERVED TO SUPPORT ALBANY GENERAL HOSPITAL, A RELATED 501(C)(3) ORGANIZATION, AND OTHER RELATED 501(C)(3) ORGANIZATIONS. THESE ACTIVITIES AND THE ASSOCIATED ASSETS AND LIABILITIES WERE TRANSFERRED TO ALBANY GENERAL HOSPITAL AS OF 1/1/2011.AS OF 1/1/2011, FIRSTCARE HEALTH FOUNDATION IS THE EXEMPT ORGANIZATION WITHIN THE CONTROLLED GROUP, SAMARITAN HEALTH SERVICES, THAT REPORTS THE ACTIVITIES OF THE INREACH CLINIC. THE INREACH CLINIC PROVIDES MEDICAL AND DENTAL SERVICES TO UNINSURED COMMUNITY MEMBERS AT LITTLE OR NO COST.FOR 2011, THE CHARITABLE ACTIVITIES OF INREACH CLINIC COMPRISE ALL OF THE ACTIVITIES REPORTED ON FIRSTCARE HEALTH FOUNDATION'S 990. THE INREACH CLINIC IS FUNDED EXCLUSIVELY THROUGH GOVERNMENTAL AND PUBLIC SUPPORT. FOR 2011, THERE ARE NO REVENUES GENERATED FROM FIRSTCARE HEALTH FOUNDATION CARRYING OUT ITS EXEMPT FUNCTIONS.THE RENTAL REVENUES THAT ARE REPORTED ON THE PUBLIC SUPPORT SCHEDULE FROM 2007 TO 2010 ARE FROM WHEN FIRSTCARE HEALTH FOUNDATION WAS A SUPPORTING ORGANIZATION FOR ALBANY GENERAL HOSPITAL AND OTHER RELATED 501(C)(3) ORGANIZATIONS.
Explanation
Schedule A (Form 990 or 990-EZ) 2011
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
FIRSTCARE HEALTH FOUNDATION
Employer identification number
93-0900124
Identifier
Return Reference
Explanation
OTHER EXPENSES
FORM 990-EZ, PART I, LINE 16
DESCRIPTION: OFFICE EXPENSES. AMOUNT: 949. DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 265. DESCRIPTION: INSURANCE. AMOUNT: 3,036. DESCRIPTION: PURCHASED SERVICES. AMOUNT: 403,574. DESCRIPTION: LICENSES & TAXES. AMOUNT: 75. TOTAL TO FORM 990-EZ, LINE 16: 407,899.
DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 6,614. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 7,485. END OF YEAR AMOUNT: 0.
OTHER LIABILITIES
FORM 990-EZ, PART II, LINE 26
DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 113. END OF YEAR AMOUNT: 4,437. DESCRIPTION: ACCOUNTS PAYABLE - AFFILIATES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 374,218.
FORM 990-EZ, PART V, LINE 33, ACTIVITIES NOT PREVIOUSLY REPORTED:
FIRSTCARE HEALTH FOUNDATION ("FIRSTCARE") WAS ORIGINALLY FORMED TO PROVIDE SUPPORT TO, AND FUNCTION FOR THE BENEFIT OF, ALBANY GENERAL HOSPITAL AND ALBANY GENERAL HOSPITAL FOUNDATION, AND SUBSEQUENTLY OTHER ENTITIES NOW AFFILIATED WITH SAMARITAN HEALTH SERVICES, ALL OF WHICH ARE TAX-EXEMPT CHARITABLE ORGANIZATIONS PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3). FOR MANY YEARS PRIOR TO 2011, FIRSTCARE'S PRIMARY ACTIVITY WAS CENTERED AROUND THE OWNERSHIP OF REAL ESTATE AND THE LEASING OF SUCH REAL ESTATE TO ITS SUPPORTED ORGANIZATIONS IN FURTHERANCE OF THE OPERATIONS OF THOSE CHARITABLE ORGANIZATIONS AND THE PROVISION OF THEIR RESPECTIVE HEALTHCARE ACTIVITIES. IN 2011, FIRSTCARE TRANSFERRED OWNERSHIP OF THESE PROPERTIES TO ITS TAX-EXEMPT AFFILIATE, ALBANY GENERAL HOSPITAL (SEE SCHEDULE N). ALSO DURING THE 2011 TAX REPORTING YEAR, FIRSTCARE SIGNIFICANTLY EXPANDED ITS CHARITABLE SERVICES AND TAX-EXEMPT ACTIVITIES. IN 2011, FIRSTCARE BEGAN MANAGING THE OPERATIONS OF A MEDICAL CLINIC WHICH PROVIDES LIMITED HEALTH CARE SERVICES TO ADULTS AND CHILDREN WHO ARE UNINSURED OR UNDER-INSURED AND ARE EXPERIENCING FINANCIAL, SOCIAL OR CULTURAL OBSTACLES TO OBTAINING HEALTH CARE SERVICES. FIRSTCARE OPERATES THIS MEDICAL CLINIC UNDER THE ASSUMED NAME OF "ALBANY INREACH CLINIC." FIRSTCARE CURRENTLY PROVIDES MEDICAL CARE TO SUCH INDIVIDUALS ON A LIMITED NUMBER OF DAYS EACH WEEK, THOUGH FIRSTCARE ANTICIPATES INCREASING THE NUMBER OF DAYS IN THE FUTURE. INDIVIDUALS ARE SEEN AND TREATED AT ALBANY INREACH CLINIC FOR A LIMITED NUMBER OF HEALTH CARE ISSUES INCLUDING COUGHS, SINUS INFECTIONS, ASTHMA, BRONCHITIS, COPD, HIGH BLOOD PRESSURE, DIABETES, STRAINS AND SPRAINS, NON-URGENT INJURIES, NON-URGENT BLEEDING AND DENTAL CONDITIONS. PATIENTS WITH HEALTH CARE ISSUES BEYOND WHAT ALBANY INREACH CLINIC IS CAPABLE OF DEALING WITH ARE REFERRED TO OTHER HEALTH CARE PROVIDERS IN THE COMMUNITY, INCLUDING AFFILIATED HOSPITALS AND CLINICS. FIRSTCARE, THROUGH ITS ALBANY INREACH CLINIC, PROVIDES EDUCATION TO INDIVIDUALS REGARDING HOW TO USE PRESCRIPTION MEDICATIONS, IMPORTANT ILLNESS PREVENTATIVE MEASURES AS WELL AS OTHER BASIC HEALTH CARE MATTERS. FIRSTCARE OPERATES A DENTAL PROGRAM THROUGH WHICH CHILDREN AND ADULTS WITHOUT EITHER DENTAL INSURANCE OR ADEQUATE FINANCIAL MEANS CAN OBTAIN NECESSARY DENTAL CARE. FIRSTCARE WORKS IN COOPERATION WITH COMMUNITY SCHOOLS, ORGANIZATIONS AND BUSINESSES TO IDENTIFY CHILDREN AND ADULTS IN NEED OF DENTAL CARE. THESE INDIVIDUALS ARE REFERRED TO FIRSTCARE'S SERVICES AND CAN OBTAIN DENTAL CARE AT SPECIAL CLINICS, OFFICE LOCATIONS, OR AT A MOBILE DENTAL OFFICE WHICH COOPERATES WITH FIRSTCARE IN CONDUCTING ITS DENTAL SERVICES PROGRAM. FIRSTCARE STAFFS THE ALBANY INREACH CLINIC AND ITS HEALTH CARE OPERATIONS WITH QUALIFIED VOLUNTEER MEDICAL PROFESSIONALS, STUDENTS AND INDIVIDUALS ALL OF WHOM ARE DEDICATED TO FIRSTCARE'S MISSION OF PROVIDING COORDINATED AND PROACTIVE HEALTH CARE FOR THE MEDICALLY UNDERSERVED RESIDENTS OF ALBANY, MILLERSBURG, AND TANGENT, OREGON AND THE SURROUNDING COMMUNITIES. FIRSTCARE GENERATES A PORTION OF ITS FINANCIAL SUPPORT FOR ITS HEALTH CARE OPERATIONS FROM CONTRIBUTIONS DONATED BY INDIVIDUALS, COMMUNITY BUSINESSES AND LOCAL ORGANIZATIONS. MONETARY OR OTHER FORMS OF SUPPORT ARE ALSO PROVIDED TO FIRSTCARE BY SAMARITAN HEALTH SERVICES OR ITS AFFILIATED ENTITIES. FIRSTCARE, IN TURN, SUPPORTS THE MEDICAL COMMUNITY, INCLUDING AFFILIATED HEALTHCARE ENTITIES, BY TREATING THE INDIGENT POPULATION THAT MAY OTHERWISE NEED EMERGENT OR URGENT CARE IN A MORE EXPENSIVE SETTING, SUCH AS THE HOSPITAL EMERGENCY ROOM.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011
Additional Data
Software ID:
Software Version:
-
TIN:
TY 2011 TransferPrsnlBnftContractsDecl
Name:
FIRSTCARE HEALTH FOUNDATION
EIN: 93-0900124
Declaration:
THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.