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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 723,175 | 491,022 | 396,857 | 1,221,150 | 1,811,548 | 4,643,752 |
| 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 | 723,175 | 491,022 | 396,857 | 1,221,150 | 1,811,548 | 4,643,752 |
| 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. | 4,643,752 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 723,175 | 491,022 | 396,857 | 1,221,150 | 1,811,548 | 4,643,752 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 535,673 | 560,484 | 565,606 | 572,922 | 800,668 | 3,035,353 |
| 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 | 7,679,105 | |||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (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 on 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
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2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PART I LINE 1 - MISSION STATEMENT | ASHLAND COMMUNITY HEALTH FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY. |
| FORM 990 PART III, LINE 4a - PROGRAM SERVICE ACCOMPLISHMENTS | ASANTE ASHLAND COMMUNITY HOSPITAL GRANTS - $102,639 AACH: $83,130 DONOR DESIGNATED FUNDS WERE USED TO SUPPORT THE PURCHASE A NEW ULTRASOUND UNIT TO BENEFIT AACH. THE NEW MOBILE UNIT INCLUDES MUSCULOSKELETAL IMAGING SERVICES AND BENEFITS INPATIENTS, OUTPATIENTS, AND PATIENTS SERVED IN THE FAMILY BIRTH CENTER AND EMERGENCY DEPARTMENT. BIRTH CENTER: $1,000 A DONOR DESIGNATED GIFT WAS USED TO SUPPORT THE GENERAL OPERATIONS OF THE FAMILY BIRTH CENTER. CARDIAC AND CANCER CARE: $15,611 THROUGH A BEQUEST FROM THE BIEGEL FAMILY MEMORIAL FOUNDATION, FUNDS WERE USED TO PURCHASE A NEW ECG MACHINE FOR THE EMERGENCY DEPARTMENT AT AACH. EMPLOYEE ASSISTANCE FUND: $2,098 DONOR DESIGNATED CONTRIBUTIONS SUPPORTED X EMPLOYEES AT ASHLAND'S HOSPITAL EXPERIENCING FINANCIAL HARDSHIP. EMERGENCY SERVICES FUND: $600 FUNDS WERE USED TO SUPPORT CARE OF UNINSURED PATIENTS. SAME DAY SURGERY: $200 A DONOR DESIGNATED GIFT WAS USED TO SUPPORT THE GENERAL OPERATIONS OF THE SAME DAY SURGERY DEPARTMENT. COMMUNITY GRANTS: $445,038 ACHF MITTEN, HAT & GLOVE DRIVE: $683 TO SUPPORT THE PURCHASE OF MITTENS, HATS, AND GLOVES FOR K-5 STUDENTS IN THE ASHLAND AND PHOENIX-TALENT SCHOOL DISTRICT. OVER 1,000 ITEMS WERE DISTRIBUTED TO STUDENTS. ITEMS WERE DONATED BY COMMUNITY MEMBERS, WITH SUPPLEMENTAL ITEMS PURCHASED BY ACHF TO ENSURE THAT EVERY CHILD HAS SOMETHING TO SELECT. ACHF COMMUNITY HEALTH SYMPOSIUM: $2,500 A GRANT FROM THE FORD FAMILY FOUNDATION HELPED SUPPORT THE COSTS ASSOCIATED WITH HOSTING THE COMMUNITY HEALTH SYMPOSIUM. ASHLAND FAMILY YMCA: $15,270 A GRANT FROM THE CHUCK BUTLER AQUATICS FUND WAS USED TO HOST WATER SAFETY INSTRUCTOR CLASSES. COMMUNITY CARE FUND DOLLARS WERE USED TO HOST A FLU AND COVID VACCINE CLINIC FOR UNINSURED OR UNDERINSURED INDIVIDUALS. ASHLAND FOOTBALL CLUB: $1,000 A GRANT FROM THE DAVE KITCHELL FUND WAS USED TO SUPPORT THE 2024 FOOTBALL SEASON TO HELP PAY FOR PREGAME MEALS, TRAVEL SNACKS, EQUIPMENT NEEDS, AND SCHOLARSHIPS FOR STUDENTS. ASHLAND SCHOOL DISTRICT: $44,520.50 DONOR DESIGNATED GIFTS WERE USED TO SUPPORT THE SCHOOL NURSE PROGRAM. A GRANT FROM THE LANG FAMILY CHILDREN'S MENTAL HEALTH FUND SUPPORTED THE BEHAVIORAL HEALTH INTERN PROGRAM. A GRANT FROM THE DAVE KITCHELL FUND SUPPORTED TRACK T-SHIRTS FOR 4th AND 5th GRADE STUDENTS AT BELLVIEW ELEMENTARY. ASHLAND WATER POLO TEAM: $10,000 A GRANT FROM THE CHUCK BUTLER AQUATICS FUND SUPPORTED A SUMMER CAMP FOR KIDS TO INTRODUCE THEM TO THE SPORT AND HELP BUILD THEIR SKILLS. FUNDS WERE ALSO USED TO HELP PAY FOR COACHING FEES, NEW EQUIPMENT, AND SCHOLARSHIPS FOR KIDS. ARMADILLO COMMUNITY CHARTER SCHOOL: $15,000 A COMBINATION OF FUNDS FROM COMMUNITY HEALTH INITIATIVES AND THE MACKRIS GROVEMAN FUND WERE USED TO PURCHASE SUPPLIES FOR THEIR PANTRY OF BASIC RESOURCES FOR STUDENTS, COOKING CLASSES, AND SUBSTANCE MISUSE SUPPORT. DAVID'S CHAIR: $20,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO PURCHASE AN ALL-TERRAIN POWERED CHAIR FOR USE IN LITHIA PARK TO INCREASE TRAIL ACCESS FOR PEOPLE WITH DISABILITIES. LA CLINICA: $50,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO PURCHASE A NEW VAN FOR THE HAPPY SMILES MOBILE IN-SCHOOL DENTAL PROGRAM SERVING ASHLAND, TALENT, AND PHOENIX. MEDICAL TEAMS INTERNATIONAL: $30,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO SUPPORT THEIR MOBILE CLINIC, WHICH PROVIDES DENTAL AND INTEGRATED CARE TO UNDERSERVED SENIORS AND VETERANS. PEACE HOUSE: $6,000 COMMUNITY CARE FUNDS WERE USED TO SUPPORT THE LOW-INCOME SENIOR FOOT CLINIC FOR THE NEXT TWO YEARS, WHICH IS OPERATED UNDER THE FISCAL UMBRELLA OF THE PEACE HOUSE. PHOENIX TALENT SCHOOL DISTRICT: $57,864.50 DONOR DESIGNATED GIFTS WERE USED TO SUPPORT THE SCHOOL NURSE PROGRAM. A GIFT FROM THE LANG FAMILY FUND FOR CHILDREN'S MENTAL HEALTH SUPPORTED THE LATINO FAMILY OUTREACH PROGRAM. THE COMMUNITY CARE FUND HELPED SUPPORT THE PURCHASE OF DIAPERS AND HYGIENE PRODUCTS FOR THEIR COMMUNITY CLOSEST THAT BENEFITS FAMILIES IN NEED. ROGUE VALLEY FARM TO SCHOOL: $25,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO BENEFIT THEIR DIGGING DEEPER PROGRAM BY ADDING HARVEST MEAL FIELD TRIPS, COOKING MODULES AND GARDEN EDUCATION AT THE PHOENIX ELEMENTARY SCHOOL. ROGUE VALLEY MENTORING: $26,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO SUPPORT THE MENTAL HEALTH OF STUDENTS AT THE TALENT MIDDLE SCHOOL. ROGUE VALLEY YOUTH LACROSSE ASSOCIATION: $1,000 A GRANT FROM THE DAVE KITCHELL FUND SUPPORTED RVYLA'S "FREE TRY LACROSSE DAYS" FOR STUDENTS WHO WANT TO TRY THE SPORT BEFORE THE SEASON BEGINS. SOUTHERN OREGON UNIVERSITY: $110,000 GRANT FUNDS FROM CAREOREGON AND JACKSON CARE CONNECT'S HEALTHCARE WORKFORCE TRAINING FUND WERE USED TO SUPPORT THE ADDITION OF A FACULTY MEMBER IN THE CLINICAL MENTAL HEALTH COUNSELING PROGRAM. TALENT MAKER CITY: $30,000 COMMUNITY HEALTH INITIATIVE FUNDS WERE USED TO SUSTAIN THEIR PARTNERSHIP WITH THE OREGON SPINAL CORD INJURY CONNECTION, INCLUDING WORKSHOPS, CUSTOMIZED TOOLS FOR WHEELCHAIR USERS, AND EDUCATION AND ACCESSIBILITY IN THEIR NEW BUILDING. UNITED ROTARY CLUBS OF SOUTHERN OREGON: $200 TO SUPPORT THEIR DOLLY PARTON IMAGINATION LIBRARY INITIATIVE TO PROVIDE A FREE AGE-APPROPRIATE BOOK EACH MONTH TO CHILDREN FROM BIRTH TO AGE FIVE IN ASHLAND, TALENT, AND PHOENIX. SCHOLARSHIP AWARDS: $202,846 EVANS NURSING SCHOLARSHIPS: $191,546 THE WILLIAM G. & RUTH T. EVANS ENDOWED NURSING SCHOLARSHIP SUPPORTED SCHOLARSHIPS FOR 37 STUDENTS ENROLLED IN NURSING PROGRAMS AT ROGUE COMMUNITY COLLEGE AND OREGON HEALTH & SCIENCE UNIVERSITY - ASHLAND CAMPUS. ALLIED HEALTH SCHOLARSHIPS $5,833 SCHOLARSHIPS BENEFITED FOUR STUDENTS PURSUING CERTIFICATIONS AS MEDICAL ASSISTANTS AND PHLEBOTOMISTS AT ROGUE COMMUNITY COLLEGE. ROASTINGEAR OLIVER SCHOLARSHIP FUND: $5,467 SCHOLARSHIPS BENEFITED THREE STUDENTS PURSUING THEIR PARAMEDICINE CERTIFICATION AT ROGUE COMMUNITY COLLEGE. FOOTNOTE: IN 2024 THE FOUNDATION PROVIDED MEETING ROOM SPACE TO THE ROTARY CLUB OF ASHLAND AND TO SOROPTIMIST INTERNATIONAL OF ASHLAND FOR THEIR BOARD AND COMMITTEE MEETINGS. |
| Form 990, Part VI, Section A, line 6 | FOUNDATION BOARD MEMBERS SERVE AS VOTING MEMBERS WITH AUTHORITY AND RESPONSIBILITY TO DEVELOP POLICIES, PROCEDURES, AND REGULATIONS NECESSARY TO OPERATE THE FOUNDATION, PARTICIPATE IN FUNDRAISING THROUGH PERSONAL CONTRIBUTIONS, AND PARTICPATE IN THE VARIOUS CAMPAIGNS NECESSARY TO FINANCE THE ONGOING OPERATION OF THE FOUNDATION. BOARD MEMBERS SERVE A THREE YEAR TERM (UNLESS ELECTED TO FILL AN UNEXPIRED TERM). |
| Form 990, Part VI, Section A, line 7a | THE OFFICERS SHALL BE ELECTED BY, AND SHALL SERVE AT THE PLEASURE OF, THE BOARD, AND SHALL HOLD THEIR RESPECTIVE OFFICES UNTIL THEIR RESIGNATION, REMOVAL, OR OTHER DISQUALIFICATION FROM SERVICE, OR UNTIL THEIR RESPECTIVE SUCCESSORS SHALL BE ELECTED. THE PRESIDENT SHALL BE ELECTED FOR A TWO-YEAR TERM OF OFFICE. VICE-PRESIDENT, SECRETARY AND TREASURER SHALL BE ELECTED ANNUALLY. |
| Form 990, Part VI, Section B, line 11b | THE ACH FOUNDATION HAS A STANDING ASSET MANAGEMENT COMMITTEE THAT MEETS QUARTERLY TO REVIEW FINANCIAL STATEMENTS, INCLUDING EXPENSES, INCOME, GRANTS, CASH DISBURSEMENTS, BALANCE SHEET, PROFIT AND LOSS, AND ANY AUDIT LETTERS. IN ADDITION, TIME IS ALLOCATED AT EACH QUARTERLY BOARD MEETING TO REVIEW FINANCIAL STATEMENTS AND THE ANNUAL AUDIT IS PRESENTED TO THE FULL FOUNDATION BOARD UPON ITS COMPLETION. BOTH THE ASSET MANAGEMENT COMMITTEE AND THE BOARD MONITOR THE FINANCIAL RESOURCES TO ENSURE THAT FUNDS ARE APPROPRIATELY ACCOUNTED FOR. THE FOUNDATION BOARD TREASURER REVIEWS THE FINANCIAL STATEMENTS ON A MONTHLY BASIS. FINANCIAL STATEMENTS: 1. THE ACH FOUNDATION IS NOT REQUIRED BY LAW TO UNDERGO AN AUDIT BY AN INDEPENDENT AUDITOR. 2. THE ACH FOUNDATION HAS NOT RECEIVED FEDERAL FUNDS THAT REQUIRES ONE OR MORE AUDITS. 3. THE ACH FOUNDATION BOARD HAS AN ESTABLISHED ASSET MANAGEMENT COMMITTEE WHICH MAKES RECOMMENDATIONS ON THE SELECTION OF THE INDEPENDENT AUDITOR TO THE FOUNDATION BOARD. IN ADDITION, THEY OVERSEE THE INDEPENDENT AUDITOR. 4. THE ACH FOUNDATION CURRENTLY HAS FINANCIAL STATEMENTS COMPILED BY AN INDEPENDENT ACCOUNTANT AND AUDITED ANNUALLY BY A QUALIFIED THIRD-PARTY. |
| Form 990, Part VI, Section B, line 12c | ALL BOARD MEMBERS ARE EXPECTED TO ACCEPT AND ADHERE TO POLICIES AND HOLD FELLOW BOARD MEMBERS AND STAFF TO THE SAME STANDARDS. MONITORING OF SUCH IS ONGOING. |
| Form 990, Part VI, Section C, line 18 | THE FOUNDATION'S DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION MAY BE REQUESTED FOR VIEWING BY CONTACTING THE FOUNDATION'S OFFICE. |
| Form 990, Part VI, Section C, line 19 | THE FOUNDATION'S FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND BY VISITING THE WEBSITE WWW.ACHFOUNDATION.ORG |
| Form 990, Part XI, line 9: | CHANGE IN MARKET VALUE OF TRUST ASSETS 14,052. IN-KIND EXPENSES -19,829. |
| FINANCIAL STATEMENT AND AUDIT OVERSIGHT | THE OVERSIGHT OR SELECTION PROCESS HAS NOT CHANGED DURING THE YEAR. |
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