2024-10-21T09:42:44-05:00 2023-12-31 620713250 KRAFTCPAS PLLC 6136 SHALLOWFORD ROAD 101 CHATTANOOGA TN 374217214 990 2023-01-01 581426458 JOURNEY HEALTH FOUNDATION HOSP 4232805740 PO BOX 46 CHATTANOOGA TN 37401 BRITTON TABOR CHIEF FINANCIAL OFFICER 4232805740 2024-10-21 1 1 FRANCES E LEAHY P00713593 4238947400 2024-10-15 2023 2024-10-15 13:58:12Z BRITTON TABOR PO BOX 46 CHATTANOOGA TN 37401 69245468 0 X WWW.JOURNEYHEALTHFOUNDATION.ORG X 1981 TN HELP BUILD BOLD, DATA-DRIVEN SYSTEMS AND SOLUTIONS THAT PROMOTE HEALTHY COMMUNITIES FOR ALL 10 10 4 0 0 0 154210 8193404 0 17790 4013820 6755831 230171 659223 4398201 15626248 0 1670843 0 0 343006 797020 0 0 16595 2466100 848242 2809106 3316105 1589095 12310143 104744653 115389793 8835227 830053 95909426 114559740 X CONVENE PASSIONATE, COLLABORATIVE PARTNERS TO HELP BUILD BOLD, DATA-DRIVEN SYSTEMS AND SOLUTIONS THAT PROMOTE HEALTHY COMMUNITIES FOR ALL 1 0 1796122 1663358 JOURNEY HEALTH FOUNDATION ("JHF") INVESTS IN A WIDE RANGE OF COMMUNITY HEALTH INITIATIVES, SPECIFICALLY THOSE THAT CAN ADDRESS LONG-STANDING DISPARITITES THROUGHOUT GREATER CHATTANOOGA. JHF ACCOMPLISHES THIS BY TAKING A DATA-DRIVEN APPROACH TO FINDING AND FUNDING PROJECTS THAT MAY INCLUDE HEALTH CARE SERVICES AS WELL AS ACCESS TO FOOD, AFFORDABLE HOUSING, TRANSPORTATION AND OTHER CRITICAL RESOURCES. 7485 7485 17790 JOURNEY HEALTH FOUNDATION ENTERED INTO AN AGENCY SERVICE AGREEMENT WITH CARE HOSPICE, INC. ("CARE"). CARE PROVIDES HOSPICE, PALLIATIVE, AND RELATED SERVICES TO PATIENTS AND FAMILIES IN MULTIPLE LOCATIONS IN THE UNITED STATES AND RECEIVES REQUESTS TO DONATE FUNDS FROM FAMILIES, EMPLOYEES, AND OTHER DONORS FOR THE SUPPORT OF HOSPICE RELATED USES AND PURPOSES. UNDER THE TERMS OF THE AGREEMENT, THE ORGANIZATION WILL SERVE AS THE RECEIVING AGENT OF CONTRIBUTIONS FROM SUCH DONORS. THE ORGANIZATION WILL, FROM ACCUMULATED CONTRIBUTIONS RECEIVED, MAKE DISTRIBUTIONS ONCE PER MONTH, OR AS DIRECTED IF A SIGNIFICANT ONE-TIME LUMP SUM DISTRIBUTION, TO SUPPORT HOSPICE AND/OR PALLIATIVE CARE ADVOCACY AND EDUCATION, HOSPICE PATIENT FAMILIES IN NEED, HOSPICE NURSING FINANCIAL ASSISTANCE AND OTHER RELATED PURPOSES. THE ORGANIZATION WILL RECEIVE AN ADMINISTRATIVE FEE OF TEN PERCENT OF ALL CONTRIBUTIONS RECEIVED FOR SUCH SERVICES. 1803607 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X BRITTON TABOR 4232405740 PO BOX 46 CHATTANOOGA TN 37401 CAROL NEWTON CHAIR 1.00 X X 0 0 0 DANA PERRY TRUSTEE 1.00 X 0 0 0 DAISY MAURYA-BALLARD TRUSTEE 1.00 X 0 0 0 HELEN PINKERTON MPH TRUSTEE 1.00 X 0 0 0 SISTER JUDY RALEY TRUSTEE 1.00 X 0 0 0 BILL STILES TRUSTEE 1.00 X 0 0 0 LINA HART TRUSTEE 1.00 X 0 0 0 DR MARTINA HARRIS TRUSTEE 1.00 X 0 0 0 NITI TEJANI TRUSTEE 1.00 X 0 0 0 REV REGINALD YATES TRUSTEE 1.00 X 0 0 0 TRACY WOOD PRESIDENT/CEO 39.00 1.00 X 283594 0 31813 BRITTON TABOR CFO 39.00 1.00 X 133200 0 0 JASMINE RIPPON DIRECTOR OF FUNDRAISING AN 40.00 X 151540 0 6291 568334 0 38104 3 0 1 0 CHAMBLISS BAHNER & STOPHEL PC 605 CHESTNUT STREET SUITE 1700 CHATTANOOGA TN 37450 LEGAL SERVICES 218137 FOUR BRIDGES SOLUTIONS LLC 1168 CUMBERLAND RD CHATTANOOGA TN 37419 CONSULTING 133200 2 8012302 181102 8193404 ADMINISTRATIVE FEES 561000 17790 17790 17790 6696460 6696460 52984511 694080 52954946 664274 29565 29806 59371 59371 FAVORABLE LEGAL SETTLEMENT 900099 659223 659223 659223 15626248 17790 0 7415054 1663358 1663358 7485 7485 581808 63082 518726 151288 56897 78956 15435 5939 1188 4420 331 19583 3917 14837 829 38402 7680 30722 126149 126149 45961 45961 322596 322596 88929 88929 27650 27650 71426 71426 30573 30573 3875 3875 71083 71083 MISCELLANEOUS 60000 60000 3316105 1803607 1495903 16595 52676 1884 4105086 942382 7999964 260926 202485 147776 7750 4062 668563 3688 91715879 114033137 104744653 115389793 8835227 830053 8835227 830053 X 95909426 114405220 154520 95909426 114559740 104744653 115389793 12310143 6340171 0 X X 0 1 X 1 0 X 689995 1050000 11631271 154210 8193404 21718880 689995 1050000 11631271 154210 8193404 21718880 21718880 124156 109438 300211 2760776 6696460 9991041 9409 78367 46867 48671 659223 842537 32552458 140591270 0.66720 0.79430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7750 4062 3688 3688 X PART X, LINE 2: JOURNEY HEALTH FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. JOURNEY HEALTH FOUNDATION FILES AN IRS FORM 990 ANNUALLY. JOURNEY HEALTH FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES A FRAMEWORK FOR HOW COMPANIES SHOULD RECOGNIZE, MEASURE, PRESENT AND DISCLOSE UNCERTAIN TAX POSITIONS WITHIN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH THESE CHANGES, JOURNEY HEALTH FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. JOURNEY HEALTH FOUNDATION DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AND DID NOT RECORD ANY PENALTIES OR INTEREST ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023. 1 THE UNIVERSITY OF CHATTANOOGA FOUNDATION INC 615 MCCALLIE AVENUE CHATTANOOGA TN 37403 620476521 501(C)(3) 1500000 0 NURSING PROGRAM CHATT FOUNDATION 727 E 11TH STREET CHATTANOOGA TN 37403 621151413 501(C)(3) 10000 0 PROGRAM SUPPORT LIFE SPRING COMMUNITY HEALTH 1042 E 3RD STREET SUITE 200 CHATTANOOGA TN 37403 273856741 501(C)(3) 10000 0 PROGRAM SUPPORT CHATTANOOGA CHAMBER FOUNDATION 811 BROAD STREET 100 CHATTANOOGA TN 37402 237032834 501(C)(3) 9500 0 PROGRAM SUPPORT AIM CENTER 472 W MLK BLVD CHATTANOOGA TN 37402 581718368 501(C)(3) 10000 0 ESPERO PROJECT PARTNERSHIP FOR FAMILIES CHILDREN & ADULTS 5600 BRAINERD RD E3 CHATTANOOGA TN 37411 621326050 501(C)(3) 15000 0 PROGRAM SUPPORT BETHLEHAM CENTER 200 W 38TH ST CHATTANOOGA TN 37410 626066210 501(C)(3) 10000 0 PROGRAM SUPPORT WELCOME HOME 3131 QUIET CREEK TRAIL CHATTANOOGA TN 37406 462613489 501(C)(3) 10000 0 PROGRAM SUPPORT DELTA SERVING TOGETHER INC PO BOX 22083 CHATTANOOGA TN 37422 621799559 501(C)(3) 10000 0 SCHOLARSHIP BANQUEST AUSTIN HATCHER FOUNDATION 1705 S HOLTZCLAW AVE CHATTANOOGA TN 37404 208065108 501(C)(3) 6000 0 GRIEF PROGRAM AMERICAN HEART ASSOCIATION SOUTHEAST 519 E 4TH STREET CHATTANOOGA TN 37403 135613797 501(C)(3) 20000 0 PROGRAM SUPPORT 10 0 HOSPICE SUPPORT 4 7485 PART I, LINE 2: THE ORGANIZATION REQUIRES WRITTEN REQUESTS FOR GRANT FUNDS THAT INCLUDES THE PURPOSE OF EACH GRANT. TO MONITOR THE USE OF GRANT FUNDS, THE ORGANZIATION COMPLETES VERBAL INTERVIEWS WITH THE GRANTEES TO ENSURE RECEIPT OF THE FUNDS AND TO ENSURE GRANT FUNDS ARE USED FOR THEIR INTENDED PURPOSES. X X X 0 0 0 0 0 0 0 0 0 TRACY WOOD PRESIDENT/CEO 247594 0 36000 0 0 0 10400 0 21413 0 315407 0 0 0 JASMINE RIPPON DIRECTOR OF FUNDRAISING AN 150540 0 1000 0 0 0 6291 0 0 0 157831 0 0 0 FORM 990, PART III, LINE 2 JOURNEY HEALTH FOUNDATION ENTERED INTO AN AGENCY SERVICE AGREEMENT WITH CARE HOSPICE, INC. ("CARE"). CARE PROVIDES HOSPICE, PALLIATIVE, AND RELATED SERVICES TO PATIENTS AND FAMILIES IN MULTIPLE LOCATIONS IN THE UNITED STATES AND RECEIVES REQUESTS TO DONATE FUNDS FROM FAMILIES, EMPLOYEES, AND OTHER DONORS FOR THE SUPPORT OF HOSPICE RELATED USES AND PURPOSES. UNDER THE TERMS OF THE AGREEMENT, THE ORGANIZATION WILL SERVE AS THE RECEIVING AGENT OF CONTRIBUTIONS FROM SUCH DONORS. THE ORGANIZATION WILL, FROM ACCUMULATED CONTRIBUTIONS RECEIVED, MAKE DISTRIBUTIONS ONCE PER MONTH, OR AS DIRECTED IF A SIGNIFICANT ONE-TIME LUMP SUM DISTRIBUTION, TO SUPPORT HOSPICE AND/OR PALLIATIVE CARE ADVOCACY AND EDUCATION, HOSPICE PATIENT FAMILIES IN NEED, HOSPICE NURSING FINANCIAL ASSISTANCE AND OTHER RELATED PURPOSES. THE ORGANIZATION WILL RECEIVE AN ADMINISTRATIVE FEE OF TEN PERCENT OF ALL CONTRIBUTIONS RECEIVED FOR SUCH SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM THEN REVIEWED AND VERIFIED BY THE CHIEF FINANCIAL OFFICER. COPIES OF THE FORM ARE THEN SENT TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AND COMMENT. AFTER RESPONDING TO ALL INQUIRIES AND MAKING ANY NECESSARY CHANGES, THE FINAL VERSION IS SIGNED BY THE CHIEF FINANCIAL OFFICER AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C AS PROVIDED IN SECTION 8.5 OF THE BYLAWS, THE BOARD OF DIRECTORS HAS ESTABLISHED AND ENFORCES A CONFLICTING INTEREST TRANSACTIONS POLICY ("CONFLICTING INTEREST TRANSACTIONS POLICY"). THE PROVISIONS OF THE CONFLICTING INTEREST TRANSACTIONS POLICY INCLUDE: A REQUIREMENT FOR TIMELY DISCLOSURE OF THE EXISTENCE AND NATURE OF A DIRECTOR'S OR OFFICER'S CONFLICTING INTEREST AND ALL FACTS KNOWN BY A DIRECTOR OR OFFICER RESPECTING THE SUBJECT MATTER OF THE TRANSACTION THAT A DIRECTOR OR OFFICER FREE OF SUCH CONFLICTING INTEREST WOULD REASONABLY BELIEVE TO BE MATERIAL IN DECIDING WHETHER TO PROCEED WITH THE TRANSACTION; A DESCRIPTION OF A DIRECTOR'S OR OFFICER'S CONFLICTING INTEREST TRANSACTION; AND A PROCEDURE FOR DISCLOSING AND REPORTING A CONFLICTING INTEREST TRANSACTION. THE BYLAWS ALSO PROVIDE THAT THE FOUNDATION SHALL NOT ENTER INTO A TRANSACTION IN WHICH ANY OFFICER, DIRECTOR OR RELATED PERSON IS A PARTY OR HAS A MATERIAL FINANCIAL INTEREST IN THE TRANSACTION EXCEPT IN ACCORDANCE WITH APPLICABLE TENNESSEE LAW, WHICH PROVIDES THAT THE BOARD OF DIRECTORS MAY, IN ITS DISCRETION, AT ANY TIME APPOINT AN AD COMMITTEE OF QUALIFIED DIRECTORS FOR THE DELIBERATION AND VOTE ON ANY OFFICER'S OR DIRECTOR'S CONFLICTING INTEREST TRANSACTION. EACH DIRECTOR AND OFFICER REVIEWS ANNUALLY A COPY OF THE CONFLICTING INTEREST TRANSACTION POLICY AND SIGNS A CONFLICTS OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 15A COMPENSATION PROCESS FOR TOP OFFICIALS THE BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE ESTABLISHES COMPENSATION FOR THE CEO. THE BOARD AND EXECUTIVE COMMITTEE ARE COMPRISED OF DISINTERESTED DIRECTORS WHO POSSESS THE BUSINESS EXPERIENCE AND KNOWLEDGE NECESSARY TO REVIEW AND EVALUATE COMPARABILITY OF COMPENSATION DATA FROM SALARY GUIDES AND TO EVALUATE THE PERFORMANCE OF THE CEO. 15B COMPENSATION PROCESS FOR OFFICERS THE BOARD OF DIRECTORS HAS DELEGATED RESPONSIBILITY TO THE CEO FOR DETERMINING APPROPRIATE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES BY USING INDUSTRY STANDARDS AND KEY PERFORMANCE INDICATORS AS COMPARABILITY DATA FOR EVALUATING PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HOSPICE OF THE SOUTH INC 4411 OAKWOOD DRIVE CHATTANOOGA TN 374162367 832357861 HOSPICE TN 501(C)(3) LINE 10 JOURNEY HEALTH FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 HOSPICE OF THE SOUTH INC C 8012302 CASH