Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 556,793 | 613,149 | 535,668 | 453,256 | 659,718 | 2,818,584 |
| 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 | 556,793 | 613,149 | 535,668 | 453,256 | 659,718 | 2,818,584 |
| 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).. | 76,525 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 2,742,059 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 556,793 | 613,149 | 535,668 | 453,256 | 659,718 | 2,818,584 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 111,875 | 154,264 | 69,000 | 70,269 | 76,450 | 481,858 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | 3,587,111 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | RIVERVIEW HOSPITAL FOUNDATION IS A PUBLIC BENEFIT CORPORATION ORGANIZED AS A NONPROFIT CORPORATION UNDER SECTION 501(C)(3). THERE ARE TWO CLASSES OF MEMBERS IN THE CORPORATION, NAMELY CLASS A AND CLASS B MEMBERS. CLASS A MEMBERS ARE COMMUNITY MEMBERS DIVIDED INTO THE FOLLOWING CATEGORIES: ANNUAL BRICK LAYER, COPPER, BRONZE, SILVER, TITANIUM, GOLD, PLATINUM, RUBY, EMERALD, DIAMOND, AMBASSADOR'S CIRCLE, PRESIDENT'S CIRCLE, CHAIRMAN'S CIRCLE, AND BENEFACTOR CIRCLE. CLASS B MEMBER IS RIVERVIEW HOSPITAL, ACTING THROUGH ITS BOARD OF TRUSTEES. THE NUMBER OF MEMBERS OF THE BOARD OF DIRECTORS ARE BETWEEN 3 AND 30. THERE ARE TWO CLASSES OF DIRECTORS, NAMELY COMMUNITY AND HOSPITAL. COMMUNITY DIRECTORS SHALL BE ELECTED BY THE COMMUNITY MEMBERS. HOSPITAL DIRECTORS ARE INDIVIDUALS ASSOCIATED WITH THE RIVERVIEW HOSPITAL AND SERVE AS "EX OFFICIO" WHICH INCLUDE: TWO TRUSTEES FROM RIVERVIEW HOSPITAL, PRESIDENT OF THE AUXILIARY OF RIVERVIEW HOSPITAL, CEO OF RIVERVIEW HOSPITAL, REPRESENTATIVE OF THE MEDICAL STAFF OF RIVERVIEW HOSPITAL, EMPLOYEE REPRESENTATIVE OF RIVERVIEW HOSPITAL, AND RIVERVIEW HOSPITAL ATTORNEY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THERE ARE TWO CLASSES OF DIRECTORS, NAMELY COMMUNITY AND HOSPITAL DIRECTORS. COMMUNITY DIRECTORS ARE SELECTED BY THE COMMUNITY MEMBERS AND HOSPITAL DIRECTORS ARE APPOINTED BY THE HOSPITAL MEMBER. THE COMMUNITY MEMBERS ARE APPROVED BY THE HOSPITAL MEMBER PRIOR TO TAKING OFFICE. HOSPITAL DIRECTORS (EX-OFFICIO) ARE APPOINTED BY THE HOSPITAL MEMBER. A VACANCY OF A COMMUNITY DIRECTOR ON THE BOARD OF DIRECTORS ARE FILLED BY A MAJORITY VOTE OF THE REMAINING COMMUNITY DIRECTORS AND APPROVAL BY THE HOSPITAL MEMBER; A VACANCY OF A HOSPITAL DIRECTOR (EX-OFFICO) ARE FILLED BY THE HOSPITAL MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH COMMUNITY MEMBER IS ENTITLED TO ONE FULL VOTE ON EACH MATTER PROPERLY REQUIRED BY STATE STATUTE AND ON ALL OTHER MATTERS PROPERLY UNDER THE AUTHORITY OF THE BOARD OF DIRECTORS SUBMITTED TO THE COMMUNITY MEMBERS OF THE CORPORATION FOR THEIR VOTE, CONSENT, WAIVER, RELEASE OR OTHER ACTION. TRANSACTION OF ANY BUSINESS AT THE MEETING MUST HAVE A MAJORITY VOTE OF THE PRESENT COMMUNITY MEMBERS WITH A QUORUM, TEN COMMUNITY MEMBERS PRESENT, UNLESS A GREATER NUMBER IS REQUIRED BY LAW. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, DRAFTS ARE REVIEWED BY THE FOUNDATION'S EXECUTIVE DIRECTOR, FOUNDATION'S FINANCE COMMITTEE CHAIR, FOUNDATION'S BOARD OF DIRECTOR CHAIR, AND CFO OF RIVERVIEW HOSPITAL. DRAFT CHANGES ARE MADE AND A FINAL COPY OF THE FORM 990 IS REVIEWED AND APPROVED BY THE FOUNDATION'S EXECUTIVE AND FINANCE COMMITTEE AS WELL AS PROVIDED TO ALL VOTING BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE RIVERVIEW HOSPITAL FOUNDATION IS A CHARITABLE ORGANIZATION WHOSE BOARD MEMBERS AND FOUNDATION MANAGERS ARE CHOSEN TO SERVE THE PUBLIC PURPOSES TO WHICH IT IS DEDICATED. THESE PERSONS HAVE A DUTY TO CONDUCT THE AFFAIRS OF THE FOUNDATION IN A MANNER CONSISTENT WITH SUCH PURPOSES AND NOT TO ADVANCE THEIR PERSONAL INTERESTS. THIS CONFLICT OF INTEREST POLICY IS INTENDED TO PERMIT THE FOUNDATION AND ITS BOARD MEMBERS AND FOUNDATION MANAGERS TO IDENTIFY, EVALUATE, AND ADDRESS ANY REAL, POTENTIAL, OR APPARENT CONFLICTS OF INTEREST THAT MIGHT, IN FACT OR IN APPEARANCE, CALL INTO QUESTION THEIR DUTY OF UNDIVIDED LOYALTY TO THE FOUNDATION. RIVERVIEW HOSPITAL FOUNDATION REQUIRES EACH MEMBER OF ITS BOARD OF DIRECTORS, COUNCIL MEMBER AND FOUNDATION MANAGER ANNUALLY 1) TO REVIEW THE RIVERVIEW HOSPITAL CONFLICT OF INTEREST POLICY; 2) TO DISCLOSE ANY POSSIBLE PERSONAL, FAMILY, OR BUSINESS RELATIONSHIP THAT REASONABLY COULD GIVE RISE TO A CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST, AND 3) TO ACKNOWLEDGE BY HIS OR HER SIGNATURE THAT HE OR SHE IS ACTING AND WILL ACT IN ACCORDANCE WITH THE LETTER AND SPIRIT OF SUCH POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE INDIVIDUALS IDENTIFIED AS EXECUTIVE DIRECTOR, OTHER OFFICERS, AND KEY EMPLOYEES FOR RIVERVIEW HOSPITAL FOUNDATION ARE EMPLOYEES OF RIVERVIEW HOSPITAL. THE DETERMINATION, REVIEW AND DOCUMENTATION OF THIS PROCESS IS UNDERTAKEN BY RIVERVIEW HOSPITAL. THE PROCESS FOR DETERMINING COMPENSATION ENTAILS A REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES; COLLECTION OF COMPARABLE DATA FROM OTHER THIRD PARTY SURVEYS ANNUALLY BY THE HUMAN RESOURCES DEPARTMENT; AND DOCUMENTATION AND MAINTAINED RECORDS OF DECISIONS FOR APPROVED SALARIES AND WAGES BY THE HUMAN RESOURCES DEPARTMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE FOUNDATION'S BOARD OF DIRECTORS AND FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND NO PROCESSES HAVE CHANGED FROM THE PRIOR YEAR. |
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