Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 317,716 | 361,287 | 591,384 | 839,476 | 853,248 | 2,963,111 |
| 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 | 317,716 | 361,287 | 591,384 | 839,476 | 853,248 | 2,963,111 |
| 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. | 2,963,111 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 317,716 | 361,287 | 591,384 | 839,476 | 853,248 | 2,963,111 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 95,633 | 227,929 | 196,551 | 179,567 | 196,113 | 895,793 |
| 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.).. | 3,417 | 785 | 6,010 | 2,763 | 2,898 | 15,873 |
| 11 | Total support. Add lines 7 through 10 | 3,874,777 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) |
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| 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) |
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| 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): |
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| 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 | ||||
| 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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | FUNDRAISING AND OTHER REVENUE 15,873 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TO ENHANCE THE QUALITY OF LIFE AND GENERAL HEALTH OF RESIDENTS LIVING IN THE WEST UMATILLA AND MORROW COUNTY COMMUNITIES. RESOURCES ARE PROVIDED TO WORTHY PROJECTS BEST ILLUSTRATING FOUNDATION IDEALS AND FULFILLING THE HEALTH NEEDS OF OUR DESIGNATED REGION. |
| FORM 990, PAGE 2, PART III, LINE 4A | THEREFORE, THE FOLLOWING AMOUNTS MAY NOT RECONCILE WITH THE FORM 990, SCHEDULE I REPORTING DUE TO THE TIMING OF POST SECONDARY SCHOOL CURRICULUMS AND GRANT NEED REQUIREMENTS. IN MAY 2018, THE FOUNDATION AWARDED 36,500 IN SCHOLARSHIP FUNDS TO TWENTY-TWO MEDICAL STUDENTS. ONE 3,000 SCHOLARSHIP FOR NURSING, ONE 3,000 SCHOLARSHIP FOR DIABETES INTEGRATION, TWO 2,000 SCHOLARSHIPS FOR NURSING, ONE 2,000 SCHOLARSHIP FOR BUSINESS ADMINISTRATION /HEALTH OPTIONS, AND FOUR 1,000 SCHOLARSHIPS FOR NURSING WERE GIVEN TO GSHCS EMPLOYEES SEEKING ADVANCED MEDICAL TRAINING. OTHER SCHOLARSHIPS INCLUDE: ONE SCHOLARSHIP FOR 3,000 WAS AWARDED TO A PHARMACY STUDENT ATTENDING LINN BENTON COMMUNITY COLLEGE, ONE SCHOLARSHIP FOR 3,000 TO A NURSING STUDENT AT OREGON HEALTH SCIENCE UNIVERSITY, ONE 2,000 SCHOLARSHIP TO A STUDENT IN KINESIOLOGY AT OREGON STATE UNIVERSITY, ONE 2,000 SCHOLARSHIP FOR A STUDENT IN NURSING ATTENDING BLUE MOUNTAIN COMMUNITY COLLEGE, ONE 2,000 SCHOLARSHIP FOR A STUDENT IN PSYCHOLOGY AT CORBAN UNIVERSITY, ONE 2,000 SCHOLARSHIP FOR A STUDENT IN RADIOLOGY ATTENDING IDAHO STATE UNIVERSITY, AND ONE 2,000 SCHOLARSHIP FOR A STUDENT IN PHARMACY ATTENDING OREGON STATE UNIVERSITY. ONE SCHOLARSHIP FOR 1,000 WAS AWARDED TO A STUDENT IN NURSING ATTENDING BLUE MOUNTAIN COMMUNITY COLLEGE, ONE SCHOLARSHIP FOR 1,000 IN PRE-MED SURGERY FOR A STUDENT ATTENDING UNIVERSITY OF OREGON, ONE 1,000 SCHOLARSHIP IN OCCUPATIONAL THERAPY TO A BIG BEND COMMUNITY COLLEGE STUDENT, ONE 500 SCHOLARSHIP IN PSYCHOLOGY TO A STUDENT ATTENDING BRIGHAM YOUNG UNIVERSITY - IDAHO, ONE 500 SCHOLARSHIP TO A PHARMACY STUDENT ATTENDING OREGON STATE UNIVERSITY, AND ONE 500 SCHOLARSHIP AWARDED TO A NURSING STUDENT ATTENDING BRIGHAM YOUNG UNIVERSITY - PROVO. FOUNDATION GRANTS ARE AWARDED TWICE A YEAR IN OCTOBER AND APRIL. GRANTS TOTALING 177,817 WERE AWARDED THIS FISCAL YEAR AS FOLLOWS: 54,217 IN GRANTS WERE MADE TO FIVE DESIGNATED CHARITABLE RECIPIENTS INCLUDING: EASTERN OREGON UNIVERSITY, BLUE MOUNTAIN COMMUNITY COLLEGE, VANGE JOHN MEMORIAL HOSPICE, DOMESTIC VIOLENCE WEST END PROJECT, AND HUMANE SOCIETY OF EASTERN OREGON FROM THE INTEREST ON A BEQUEST FROM THE MARY ELLEN PAUL TRUST. OTHER GRANTS MADE BY GOOD SHEPHERD COMMUNITY HEALTH FOUNDATION THIS FISCAL YEAR INCLUDE: 3,000 AC HOUGHTON ELEMENTARY SCHOOL FOR FITNESS & PLAYGROUND EQUIPMENT. 8,750 GOOD SHEPHERD HEALTH CARE SYSTEM TO FUND EMPLOYEE TRAINING & SPEAKER. 6,000 GS DIABETES & NUTRITION FOR NUTRITION DIABETES EDUCATION. 3,000 GS HEALTHY CONNECTIONS COALITION TO PROVIDE CAR SEATS & SAFETY EDUCATION. 18,000 CITY OF UMATILLA TO FUND ADA PLAYGROUND EQUIPMENT. 1,000 GS EDUCATION DEPARTMENT TO FUND BICYCLE HELMETS AND SKATEBOARD SAFETY. 10,000 MADE TO THRIVE FOR PARTICIPATION FEES FOR AT-RISK CHILDREN. 2,500 GS EDUCATION/HEALTH DEPARTMENT FOR HEPATITIS C SCREENINGS TO COMMUNITY. 20,000 MORROW COUNTY HEALTH DISTRICT FOR MEDICAL CLINIC ADDITION. 1,400 HEALTHY CONNECTIONS BREATHALYZER FOR TOBACCO CESSATION THERAPY. 5,000 UMC HEAD START FOR AUTO REFRACTORS. 6,000 GS HEALTHY CONNECTIONS FOR INFANT & CHILD CAR SEATS. 1,900 UMATILLA COUNTY 4-H FOR ATTITUDES FOR SUCCESS PROGRAM FOR YOUTH. 30,000 HERMISTON SENIOR CENTER FOR KITCHEN EQUIPMENT FOR SENIOR MEALS. 5,844 OSU EXTENSION FOR FAMILY HEALTH & FITNESS DAY. 1,206 VANGE JOHN MEMORIAL HOSPICE FOR PROFESSIONAL CAREGIVERS TRAINING. IN DECEMBER 2017, THE FOUNDATION AGAIN SPONSORED THE "CHRISTMAS SPIRIT AWARD." THIS AWARD SOLICITED NOMINATIONS FROM THE COMMUNITY TO IDENTIFY INDIVIDUALS WHO REPRESENTED THE SPIRIT OF CHRISTMAS; A SPIRIT OF GIVING THROUGHOUT THE YEAR. SELECTED AS THE 2017 AWARD RECIPIENTS WERE JOHN & MARGE WALCHLI AND KRISS DAMMEYER. |
| FORM 990, PART VI | THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF GOOD SHEPHERD HEALTH CARE SYSTEM (GSHCS), A RELATED ORGANIZATION AND HAS A BUSINESS RELATIONSHIP WITH THE FOLLOWING COMMON BOARD MEMBERS OF GSHCS AND THE FOUNDATION: TOM WAMSLEY, BILL ELFERING AND JANET COOLEY. |
| FORM 990, PAGE 6, PART VI, LINE 2 | BUSINESS RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 3 | THE FOUNDATION UTILIZES AN EMPLOYEE OF GOOD SHEPHERD HEALTH CARE SYSTEM AS ITS EXECUTIVE DIRECTOR. |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE BOARD OF DIRECTORS IS APPOINTED BY THE BOARD OF DIRECTORS OF GOOD SHEPHERD HEALTH CARE SYSTEM. |
| FORM 990, PAGE 6, PART VI, LINE 7B | THE AMENDING OF THE GOVERNING DOCUMENTS IS REQUIRED TO BE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES OF GOOD SHEPHERD HEALTH CARE SYSTEM. |
| FORM 990, PAGE 6, PART VI, LINE 8B | THERE ARE NO COMMITTEES THAT HAVE THE BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR WHO REVIEWS THE FORM, SCHEDULES AND RELATED ATTACHMENTS. ANY COMMENTS OR QUESTIONS ARE ADDRESSED WITH THE PREPARER AND A FINAL DRAFT IS PRESENTED TO THE BOARD OF DIRECTORS WHO THEN APPROVE THE 990. ONCE MANAGEMENT IS SATISFIED WITH THE 990, THE EXECUTIVE DIRECTOR SIGNS THE FORM 8879-EO AUTHORIZING THE PREPARER TO E-FILE THE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL EMPLOYEES AND THE BOARD OF DIRECTORS ARE REQUIRED TO READ AND SIGN THE CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. ALL POTENTIAL CONFLICTS ARE DISCLOSED. THE BOARD REVIEWS ALL MEMBERS' STATEMENTS AND IF POTENTIAL ISSUES ARISE, THE MEMBER IN QUESTION IS EXCUSED FROM THE ROOM WHILE THE REST OF THE BOARD DISCUSSES AND VOTES ON THE MATTER. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE FOUNDATION DOES NOT HAVE ANY COMPENSATED EMPLOYEES, THE COMPENSATION INFORMATION DISCLOSED IN PART VII IS ALL PAID BY GOOD SHEPHERD HEALTH CARE SYSTEM (GSHCS). THE ORGANIZATION RELIES ON GSHCS, A RELATED ORGANIZATION, TO DETERMINE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE BOARD OF TRUSTEES OF GSHCS USES DATA FROM A COMPENSATION SURVEY AND COMPARISON TO OTHER SIMILAR ORGANIZATIONS TO DETERMINE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THIS PROCESS IS COMPLETED ANNUALLY ON THE ANNIVERSARY DATE OF THE INDIVIDUAL'S HIRE DATE. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE EXECUTIVE DIRECTOR IS THE ONLY OFFICER OR KEY EMPLOYEE. SEE FORM 990, PART VI, LINE 15A. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Software ID: | |
| Software Version: |