Civic Intelligence

Lawrence County Memorial Hospital Endowment and Development Foundati

990 • Fiscal year 2016 • EIN 37-6052607

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 20, 2017

2200 State StreetLawrenceville, IL 62439

(618) 943-7203

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-73%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

29th percentile

-10%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$298,932

Down $33,395 (-10%) from 2015

Net Assets

Down

$298,932

Down $33,395 (-10%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$45,584

Up $8,057 (+21%) from 2015

Expenses

Up

$78,979

Up $47,991 (+155%) from 2015

Net Income

Down

-$33,395

Down $39,934 (-611%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $431,927Liabilities 2010: $274,416Net Assets 2010: $157,5112010Assets 2011: $310,870Liabilities 2011: $7,214Net Assets 2011: $303,6562011Assets 2012: $746,433Liabilities 2012: $216,910Net Assets 2012: $529,5232012Assets 2013: $3,753,603Liabilities 2013: $574,909Net Assets 2013: $3,178,6942013Assets 2014: $350,337Liabilities 2014: $24,549Net Assets 2014: $325,7882014Assets 2015: $332,327Liabilities 2015: $0Net Assets 2015: $332,3272015Assets 2016: $298,932Liabilities 2016: $0Net Assets 2016: $298,9322016Assets 2017: $330,601Liabilities 2017: $0Net Assets 2017: $330,6012017Assets 2018: $317,889Liabilities 2018: $0Net Assets 2018: $317,8892018Assets 2019: $350,476Liabilities 2019: $0Net Assets 2019: $350,4762019Assets 2020: $357,655Liabilities 2020: $0Net Assets 2020: $357,6552020Assets 2021: $445,530Liabilities 2021: $0Net Assets 2021: $445,5302021Assets 2022: $464,186Liabilities 2022: $0Net Assets 2022: $464,1862022Assets 2023: $585,757Liabilities 2023: $0Net Assets 2023: $585,7572023

Highlighted filing

2016

Assets$298,932
Liabilities$0
Net Assets$298,932

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2010: $22,090Expenses 2010: $35,845Net Income 2010: -$13,7552010Revenue 2011: $149,351Expenses 2011: $9,811Net Income 2011: $139,5402011Expenses 2012: $16,5362012Revenue 2013: $2,667,604Expenses 2013: $18,433Net Income 2013: $2,649,1712013Revenue 2014: $366,953Expenses 2014: $3,219,859Net Income 2014: -$2,852,9062014Revenue 2015: $37,527Expenses 2015: $30,988Net Income 2015: $6,5392015Revenue 2016: $45,584Expenses 2016: $78,979Net Income 2016: -$33,3952016Revenue 2017: $36,096Expenses 2017: $4,427Net Income 2017: $31,6692017Revenue 2018: $31,017Expenses 2018: $43,729Net Income 2018: -$12,7122018Revenue 2019: $47,310Expenses 2019: $14,723Net Income 2019: $32,5872019Revenue 2020: $28,448Expenses 2020: $21,269Net Income 2020: $7,1792020Revenue 2021: $88,453Expenses 2021: $578Net Income 2021: $87,8752021Revenue 2022: $23,744Expenses 2022: $5,088Net Income 2022: $18,6562022Revenue 2023: $124,043Expenses 2023: $2,134Net Income 2023: $121,9092023

Highlighted filing

2016

Revenue$45,584
Expenses$78,979
Net Income-$33,395
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 20, 2017
Return Version
2015v3.0
Gross Receipts
$45,584
Mission and Program Overview

Mission

The primary focus is to provide philanthropic support through fundraising and other activities, for the acquisition of equipment, facility development, and support of programs at lawrence county memorial hospital.

Primary focus is to provide philanthropic support, through fundraising and other activities, for the acquisiton of equipment, facility development, and support of programs at lawrence county memorial hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$155,139$165,743▲ $10,604
Cash and Non-Interest-Bearing Accounts$177,188$133,189▼ $43,999
Total Assets$332,327$298,932▼ $33,395
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$168,635$169,644▲ $1,009
Temporarily Rstr Net Assets$163,692$129,288▼ $34,404
Total Net Assets Fund Balance$332,327$298,932▼ $33,395
Total Liabilities and Net Assets / Fund Balance$332,327$298,932▼ $33,395
Compensation and Service Providers

Board Members and Trustees

NameTitle
Birgit VolkPresident
Becky GrayDirector
Carl AtenDirector
Derek McculloughDirector
Edward BrumleyDirector
John HamiltonDirector
Kevin StrangeDirector
Rebecca NestleroadDirector
Robert HobbsDirector
Janet KavanaughSecretary/as
Liz BootmanTreasurer
Deborah WegerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$34,915
Program Service Revenue
$0
Investment Income
$10,669
Other Revenue
$0
All Other Contributions
$34,915
Change in Net Assets
$-33,395
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$74,326
Other Expenses$4,653
Total Fundraising Expense$4,628
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$74,326--$74,326
Other Expenses-$25$4,628$4,653
Total Functional Expenses$74,326$25$4,628$78,979
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lawrence County Memorial HospitalLawrenceville, IL501(c)Equip/improve$74,326
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The president and treasurer of the board of directors and an independant accounting firm reviewed the form 990 before filing. An electronic or hard copy of the form 990 is provided to all board members after it is filed.

Form 990, Page 6, Part VI, Line 12C

Officers and directors of the endowment & development foundation are required to disclose any conflicts of interest. The lawrence county memorial hospital board of directors and the officers of the endowment & development foundation review the conflict of interest disclosures. Officers and directors are to refrain from any discussions or decisions in which they have a conflict of interest.

Form 990, Page 6, Part VI, Line 19

Governing documents and financial statements are made available to the public upon written request.

Filing and Contact Details

Filer

Filer Name
Lawrence County Memorial Hospital
EIN
37-6052607
Address
2200 STATE STREET, LAWRENCEVILLE, IL 62439

Signing Officer

Name
Birgit Volk
Title
President
Signed
2017-04-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Birgit Volk
Formed
1961
Legal Domicile
Il
Voting Board Members
12
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
1116 W MAIN ST, CARBONDALE, IL 62901-2335
Preparer
Brent Kochel
Phone
6185291040
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The primary focus on the foundation is to provide philanthropic support though fundraising and other activities, for the acquisition of equipment, facility development, and support of programs at lawrence county memorial hospital.

Raw XML Appendix396 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990ScheduleI/RecipientTable/RecipientEIN0800618988
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02200 STATE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAWRENCEVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd062439
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES GRANTS TO LAWRENCE COUNTY MEMORIAL HOSPITAL. THE FOUNDATION WAS ORGANIZED TO SUPPORT THE ACTIVITIES OF THE HOSPITAL AND THERE ARE THREE OVERLAPPING BOARD MEMBERS. THE FOUNDATION IS AWARE OF THE USE OF THE GRANT FUNDS IT PROVIDES TO THE HOSPITAL.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRIMARY FOCUS ON THE FOUNDATION IS TO PROVIDE PHILANTHROPIC SUPPORT THOUGH FUNDRAISING AND OTHER ACTIVITIES, FOR THE ACQUISITION OF EQUIPMENT, FACILITY DEVELOPMENT, AND SUPPORT OF PROGRAMS AT LAWRENCE COUNTY MEMORIAL HOSPITAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT AND TREASURER OF THE BOARD OF DIRECTORS AND AN INDEPENDANT ACCOUNTING FIRM REVIEWED THE FORM 990 BEFORE FILING. AN ELECTRONIC OR HARD COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS AFTER IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS AND DIRECTORS OF THE ENDOWMENT & DEVELOPMENT FOUNDATION ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. THE LAWRENCE COUNTY MEMORIAL HOSPITAL BOARD OF DIRECTORS AND THE OFFICERS OF THE ENDOWMENT & DEVELOPMENT FOUNDATION REVIEW THE CONFLICT OF INTEREST DISCLOSURES. OFFICERS AND DIRECTORS ARE TO REFRAIN FROM ANY DISCUSSIONS OR DECISIONS IN WHICH THEY HAVE A CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LAWRENCE COUNTY MEMORIAL HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0800618988
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02200 W STATE STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LAWRENCEVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd062439
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0true
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt074326
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LAWRENCE COUNTY MEMORIAL HOSPITAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0163692
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0129288
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0332327
IRS990/TotalAssetsEOYAmt0298932
IRS990/TotalAssetsGrp/BOYAmt0332327
IRS990/TotalAssetsGrp/EOYAmt0298932
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt034915
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt04628
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt074326
IRS990/TotalFunctionalExpensesGrp/TotalAmt078979
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0332327
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0298932
IRS990/TotalProgramServiceExpensesAmt074326
IRS990/TotalRevenueGrp/ExclusionAmt010604
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt065
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt045584
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0332327
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0298932
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0168635
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0169644
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02200 STATE STREET
IRS990/USAddress/CityNm0LAWRENCEVILLE
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062439
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt011
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BIRGIT VOLK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LAWRENCE COUNTY MEMORIAL HOSPITAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT & DEVELOPMENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LAWR
ReturnHeader/Filer/EIN0376052607
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 STATE STREET
ReturnHeader/Filer/USAddress/CityNm0LAWRENCEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062439
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430352985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KERBER ECK & BRAECKEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01116 W MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARBONDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0629012335
ReturnHeader/PreparerPersonGrp/PhoneNum06185291040
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRENT KOCHEL
ReturnHeader/ReturnTs02017-05-04T15:11:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.00$0.59$0.12$0.00$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.02$0.01$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$0.09$0.00$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.03$0.02$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.05$0.01$0.03
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.00$0.32$0.03$0.04$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.04$0.00$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.05$0.08$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.04$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.02$0.33$0.37$3.22$2.85
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$0.57$3.18$2.67$0.02$2.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.22$0.53$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.01$0.30$0.15$0.01$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.27$0.16$0.02$0.04$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits