Civic Intelligence

Ashland Community Hospital Foundation

EIN 93-0691238 • 501(c)3 • Ashland, OR

Profile

Ashland community hospital foundation generates and invests resources to improve the health of our community.

123 Clear Creek Drive 101Ashland, OR 97520

www.achfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.05x

Higher debt load relative to revenue than 19% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

104%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$13,924,255

Up $2,315,541 (+20%) from 2023

Liabilities

Up

$183,770

Up $11,086 (+6.4%) from 2023

Net Assets

Up

$13,740,485

Up $2,304,455 (+20%) from 2023

Revenue

Up

$3,989,880

Up $2,035,910 (+104%) from 2023

Expenses

Up

$1,375,949

Up $137,445 (+11%) from 2023

Net Income

Up

$2,613,931

Up $1,898,465 (+265%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $5,924,262Liabilities 2010: $2,510,853Net Assets 2010: $3,413,4092010Assets 2011: $5,704,140Liabilities 2011: $2,316,375Net Assets 2011: $3,387,7652011Assets 2012: $5,201,898Liabilities 2012: $1,705,961Net Assets 2012: $3,495,9372012Assets 2013: $5,655,711Liabilities 2013: $1,194,693Net Assets 2013: $4,461,0182013Assets 2014: $6,503,472Liabilities 2014: $146,748Net Assets 2014: $6,356,7242014Assets 2015: $6,388,945Liabilities 2015: $136,328Net Assets 2015: $6,252,6172015Assets 2016: $6,822,976Liabilities 2016: $154,089Net Assets 2016: $6,668,8872016Assets 2017: $7,664,567Liabilities 2017: $137,445Net Assets 2017: $7,527,1222017Assets 2018: $7,729,377Liabilities 2018: $126,333Net Assets 2018: $7,603,0442018Assets 2019: $9,253,309Liabilities 2019: $148,418Net Assets 2019: $9,104,8912019Assets 2020: $10,820,525Liabilities 2020: $171,601Net Assets 2020: $10,648,9242020Assets 2021: $12,070,384Liabilities 2021: $230,382Net Assets 2021: $11,840,0022021Assets 2022: $9,713,669Liabilities 2022: $176,858Net Assets 2022: $9,536,8112022Assets 2023: $11,608,714Liabilities 2023: $172,684Net Assets 2023: $11,436,0302023Assets 2024: $13,924,255Liabilities 2024: $183,770Net Assets 2024: $13,740,4852024

Highlighted filing

2024

Assets$13,924,255
Liabilities$183,770
Net Assets$13,740,485

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $724,9512010Expenses 2011: $865,8802011Expenses 2012: $745,0182012Revenue 2013: $3,212,111Expenses 2013: $2,533,517Net Income 2013: $678,5942013Revenue 2014: $2,064,783Expenses 2014: $354,927Net Income 2014: $1,709,8562014Revenue 2015: $835,718Expenses 2015: $675,478Net Income 2015: $160,2402015Revenue 2016: $771,171Expenses 2016: $561,476Net Income 2016: $209,6952016Revenue 2017: $874,756Expenses 2017: $530,578Net Income 2017: $344,1782017Revenue 2018: $1,766,021Expenses 2018: $754,699Net Income 2018: $1,011,3222018Revenue 2019: $1,163,221Expenses 2019: $668,834Net Income 2019: $494,3872019Revenue 2020: $1,952,785Expenses 2020: $1,040,584Net Income 2020: $912,2012020Revenue 2021: $1,779,028Expenses 2021: $1,317,311Net Income 2021: $461,7172021Revenue 2022: $977,786Expenses 2022: $1,419,117Net Income 2022: -$441,3312022Revenue 2023: $1,953,970Expenses 2023: $1,238,504Net Income 2023: $715,4662023Revenue 2024: $3,989,880Expenses 2024: $1,375,949Net Income 2024: $2,613,9312024

Highlighted filing

2024

Revenue$3,989,880
Expenses$1,375,949
Net Income$2,613,931

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$0.18$13.7$3.99$1.38$2.61
2023Detailed filing. Detailed filing data is available for this year.$11.6$0.17$11.4$1.95$1.24$0.72
2022Detailed filing. Detailed filing data is available for this year.$9.71$0.18$9.54$0.98$1.42$0.44
2021Detailed filing. Detailed filing data is available for this year.$12.1$0.23$11.8$1.78$1.32$0.46
2020Detailed filing. Detailed filing data is available for this year.$10.8$0.17$10.6$1.95$1.04$0.91
2019Detailed filing. Detailed filing data is available for this year.$9.25$0.15$9.10$1.16$0.67$0.49
2018Detailed filing. Detailed filing data is available for this year.$7.73$0.13$7.60$1.77$0.75$1.01
2017Detailed filing. Detailed filing data is available for this year.$7.66$0.14$7.53$0.87$0.53$0.34
2016Detailed filing. Detailed filing data is available for this year.$6.82$0.15$6.67$0.77$0.56$0.21
2015Detailed filing. Detailed filing data is available for this year.$6.39$0.14$6.25$0.84$0.68$0.16
2014Detailed filing. Detailed filing data is available for this year.$6.50$0.15$6.36$2.06$0.35$1.71
2013Detailed filing. Detailed filing data is available for this year.$5.66$1.19$4.46$3.21$2.53$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$1.71$3.50$0.75
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.70$2.32$3.39$0.87
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$2.51$3.41$0.72
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 29, 2025
Return Version
2024v5.2
Gross Receipts
$10,090,659
Mission and Program Overview

Mission

Our mission is to solicit, steward and grant funds to support asante ashland community hospital.

See schedule o - page 36 for foundation mission statement.ashland community hospital foundation generates and invests resources to improve the health of our community.vision ashland community health foundation (achf) leads philanthropic efforts to advance innovative and equitable approaches to community health and wellness.values *passion for community health and wellness and hospital;*integrity as we carefully steward the resources entrusted to us;*relationships with donors, partners and the community;*advocacy in support of equitable access to health care;*generosity with charitable gifts, time, and expertise;*continuity as a trusted community partner.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$10,607,205$12,973,142▲ $2,365,937
Land, Buildings, and Equipment, Net$464,601$458,662▼ $5,939
Savings and Temporary Cash Investments$214,722$256,560▲ $41,838
Pledges and Grants Receivable$159,626$138,700▼ $20,926
Cash and Non-Interest-Bearing Accounts$48,642$86,356▲ $37,714
Prepaid Expenses and Deferred Charges$7,979$4,893▼ $3,086
Accounts Receivable$2,439$2,442▲ $3
Total Assets$11,608,714$13,924,255▲ $2,315,541
Other Assets Total$103,500$3,500▼ $100,000
Liabilities
Other Liabilities$163,740$172,703▲ $8,963
Accounts Payable and Accrued Expenses$8,944$11,067▲ $2,123
Total Liabilities$172,684$183,770▲ $11,086
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,569,719$9,287,773▲ $1,718,054
Net Assets Without Donor Restrictions$3,866,311$4,452,712▲ $586,401
Total Net Assets Fund Balance$11,436,030$13,740,485▲ $2,304,455
Total Liabilities and Net Assets / Fund Balance$11,608,714$13,924,255▲ $2,315,541

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$45,742$112,029-
Land$411,472--
Equipment$1,448$8,211-
Other Securities$265,820--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$5,281,764$688,907▲ $667,334-$6,319,067
2023$4,273,083$448,426▲ $769,411-$5,281,764
2022$5,129,869$172,297▼ $753,173-$4,273,083
2021$4,602,662$557,704▲ $661,812-$5,129,869
2020$4,117,624$49,194▲ $609,187-$4,602,662
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cindy BernardPast President
Jeffrey McculloughPresident
Blancaluz BrossardDirector
Dana PrestonDirector
Diane Yaley KnoxDirector
Erin CokeDirector
Gary LaventureDirector
Judith PavlikDirector
Liz MurphyDirector
Nick PalmesanoDirector
Rebecca OrfDirector
Tiffanie LambertDirector
Larry GibbsSecretary
Melissa GrudinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,811,548
Program Service Revenue
$40,689
Investment Income
$1,772,340
Other Revenue
$365,303
All Other Contributions
$1,811,548
Change in Net Assets
$2,613,931

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,989,880
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-289,647
Total Revenue per Audited Statements
$3,700,233
Total Revenue per Form 990
$3,989,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$750,523
Other Expenses$338,049
Salaries, Compensation, and Employee Benefits$287,377
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$547,677--$547,677
Grants to Domestic Individuals$202,846--$202,846
Other Salaries and Wages-$142,827-$142,827
Current Officers, Directors, Trustees, and Key Employees-$112,981-$112,981
Fees for Service Investment Mgmnt Fees-$63,832-$63,832
Occupancy-$47,066-$47,066
All Other Expenses$5,288$38,344-$43,632
Fees for Services Accounting-$40,167-$40,167
Information Technology-$28,059-$28,059
Payroll Taxes-$23,930-$23,930
Other Expenses$14,190$23,850-$14,190
Insurance-$8,034-$8,034
Pension Plan Contributions-$7,639-$7,639
Depreciation Depletion$4,007$1,932-$5,939
Conferences and Meetings-$5,798-$5,798
Office Expenses-$1,545-$1,545
Total Functional Expenses$829,945$546,004$0$1,375,949

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,395,778
Expenses per Audited Statements$1,375,949
Total Expenses per Form 990$1,375,949
Expenses Not Reported on Form 990$19,829
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Southern Oregon UniversityAshland, OR-To Support the Addition of a Faculty Member in the Clinical Mental Health Counseling Program.$110,000
Asante Ashland Community HospitalAshland, OR-FUNDING PROVIDED TO ASSIST WITH: EMPLOYEES EXPERIENCING FINANCIAL HARDSHIP; PURCHASE OF A NEW ULTRASOUND UNIT; SUPPORT THE GENERAL OPERATIONS OF THE FAMILY BIRTH CENTER; SUPPORT CARE OF UNINSURED AND THE GENERAL OPERATIONS OF THE SAME DAY SURGERY DEPARTMENT.$102,639
Phoenix Talent School DistrictPhoenix, OR-SUPPORT THE SCHOOL NURSE PROGRAM AND FOR THE CHILDRENS'S MENTAL HEALTH SUPPORTED THE LATINO FAMILY OUTREACH PROGRAM.$57,864
La ClinicaMedford, OR-To Purchase a New Van for the Happy Smiles Mobile In-school Dental Program Serving Ashland, Talent, and Phoenix.$50,000
Ashland School DistrictAshland, OR-Gifts Were Used to Support the School Nurse Program and Supported the Behavioral Health Intern Program.$44,521
Medical Teams InternationalTigard, OR-To Support Their Mobile Clinic, Which Provides Dental and Integrated Care to Underserved Seniors and Veterans.$30,000
Talent Maker CityTalent, OR-Support for Their Partnership With the Oregon Spinal Cord Injury Connection, Including Workshops, Customized Tools for Wheelchair Users, and Education.$30,000
Rogue Valley MentoringMedford, OR-Support Mental Health for Talent Middle School Students.$26,000
Rogue Valley Farm to SchoolAshland, OR-To Benefit Their Digging Deeper Program by Adding Harvest Meal Field Trips, Cooking Modules and Garden Education at Phoenix Elementary School.$25,000
DAVID'S CHAIRWhite City, OR-Used to Purchase an All-terrain Powered Chair for Use in Lithia Park to Increase Trail Access for People With Disabilities.$20,000
Ashland Family YmcaAshland, OR-To Host Water Safety Instructor Classes and to Host a Flu and Covid Vaccine Clinic for Uninsured or Underinsured Individuals.$15,270
Armadillo Community Charter SchoolPhoenix, OR-To Purchase Supplies for Their Pantry of Basic Resources for Students, Cooking Classes, and Substance Misuse Support.$15,000
Ashland Water Polo TeamAshland, OR-Supported a Summer Camp for Kids to Introduce Them to the Sport and Help Build Skills. Funds Were Used to Help Pay Coaching Fees, New Equipment, and Scholarships for Kids.$10,000
Peace HouseAshland, OR-Support the Low-income Senior Foot Clinic for the Next Two Years.$6,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligation$158,460
Accrued Payroll$11,643
Deposits$2,600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

Filing and Contact Details

Filer

Filer Name
Ashland Community Hospital Foundation
EIN
93-0691238
Phone
5414820367
Address
123 CLEAR CREEK DRIVE 101, ASHLAND, OR 97520
Doing Business As
Ashland Community Health Foundation

Signing Officer

Name
JEFFREY McCULLOUGH
Title
President
Phone
5414820367
Signed
2025-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephanie Roland
Formed
1977
Legal Domicile
Or
Voting Board Members
14
Independent Board Members
0
Employees
6
Volunteers
0

Preparer

Firm
Isler Medford LLC
Address
839 ALDER CREEK DR, MEDFORD, OR 97504
Preparer
Carolyn M Ryder
Phone
5417797641
Supplemental Narrative

Additional Explanations

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 BE

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.

Financial Statement Notes

Part V, Line 4:

Evans scholarship endowment income from the evans scholarship endowment fund is to award scholarships to students who are pursuing nursing degrees from oregon health & science university at the ashland campus or rogue community college. Nixon endowment income from the nixon endowment fund is gifted annually to the foundation's lights for life campaign. Allied health scholarship income from the allied health scholarship fund is used to provide scholarships and financial assistance to local students for careers in allied health professions. Kitchell endowment income from the kitchell endowment fund is used to support non-profits for sports for children in ashland, talent, and phoenix. Butler endowment income from the butler aquatics fund are used to support non-profits that address the needs or children in ashland, talent, and phoenix through water activities and sports. Colton allen memorial scholarship the colton allen memorial scholarship is a permanently restricted fund where the principal is held in perpetuity. The colton allen fund is a temporarily restricted fund used to receive interest income from the endowment that can be used to support the scholarship program. Donations from the broader community are directed to the restricted fund, unless designated to the endowment by the donor. The scholarship fund is used to support nursing students with caregiving experience pursuing their registered nurse designation. Barbara roastingear oliver endowed scholarship the barbara roastingear oliver endowed scholarship is a permanently restricted fund where the principal is held in perpetuity. The roastingear oliver fund is a temporarily restricted fund used to receive interest income from the endowment that can be used to support the scholarship program. Donations from the broader community are directed to the restricted fund, unless designated to the endowment by the donor. The scholarship fund is used to support local students pursuing dental and emergency health careers in the rogue valley. The careoregon endowment for health care workforce the careoregon endowment for health care workforce account is a permanently restricted fund where the principal is held in perpetuity. The healthcare workforce training fund is a temporarily restricted fund used to receive interest income from the endowment that can be used to support the program. The careoregon endowment for health care workforce supports education and training to strengthen the behavioral health work force throughout the rogue valley. Funds can be used for scholarships, to provide for internships, or to support other activities that improve access to behavioral health services for low income and vulnerable populations.

Part X, Line 2:

The foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code, except on net income derived from unrelated business activities generated from the rental of certain debt-financed property. At december 31, 2024, the activity reported operating income of $0 which did not add or subtract from operating loss carryforwards. The unused net operating loss carryforwards may be applied against future taxable income. The deferred tax asset has not been recorded in the financial statements due to the undeterminable timing of events of which the foundation would be able to utilize the carryforwards. The foundation's federal exempt organization business income tax returns (form 990-t) for 2021, 2022, and 2023 are subject to examination by the irs, generally for 3 years after they were filed. Management believes it has appropriate support for any tax positions taken.

Part XI, Line 2D - Other Adjustments:

Change in split interest agreement 14,052. Unrealized losses on investments -323,528.

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IRS990/ActivityOrMissionDesc0SEE SCHEDULE O - PAGE 36 FOR FOUNDATION MISSION STATEMENT.ASHLAND COMMUNITY HOSPITAL FOUNDATION GENERATES AND INVESTS RESOURCES TO IMPROVE THE HEALTH OF OUR COMMUNITY.VISION ASHLAND COMMUNITY HEALTH FOUNDATION (ACHF) LEADS PHILANTHROPIC EFFORTS TO ADVANCE INNOVATIVE AND EQUITABLE APPROACHES TO COMMUNITY HEALTH AND WELLNESS.VALUES *PASSION FOR COMMUNITY HEALTH AND WELLNESS AND HOSPITAL;*INTEGRITY AS WE CAREFULLY STEWARD THE RESOURCES ENTRUSTED TO US;*RELATIONSHIPS WITH DONORS, PARTNERS AND THE COMMUNITY;*ADVOCACY IN SUPPORT OF EQUITABLE ACCESS TO HEALTH CARE;*GENEROSITY WITH CHARITABLE GIFTS, TIME, AND EXPERTISE;*CONTINUITY AS A TRUSTED COMMUNITY PARTNER.
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