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ANNUALREPORT2023 &2024sisters of st. joseph health & wellnessfoundation

01 SSJ HEALTH & WELLNESS FOUNDATION | ANNUAL REPORT 2023 & 2024LOOKING BACK AT 4 YEARS OF TRUST-BASED PHILANTHROPYAs part of our 2020 Strategic Plan, the Sistersof St. Joseph Health and Wellness Foundationadopted a trust-based philanthropy (TBP)approach in 2020. According to the Trust-Based Philanthropy Project, TBP advocatesfor “mutual accountability between fundersand nonprofits to create philanthropicsystems and structures that reflect theneeds of communities.”The West Virginia Prevention Research Center used Ripple Effects Mapping, aqualitative evaluation tool that centers the success of the project or initiative, toassess the impact of the TBP model from the perspective of grant partners, grant-makers, and foundation staff in August 2024. Several important themes developed.Building Relationships that are Meaningful and JustSSJHWF built meaningful relationships between grantmakers, program staff, andgrant partners. Coffee conversations - which bring grant partners and programstaff together to discuss progress and troubleshoot if necessary - were “an organicway to build relationships between SSJHWF and their grantees.” Theseconversations led to “support beyond the check” where SSJHWF was able toconnect the dots between grant partners and other partners of the Foundation whocould support the work. Grantmakers felt the coffee conversations and buildingrelationships around trust and collaboration “adds deeper value” to grantmaking.Moreover, the shift to trust-based philanthropy removed power differentials that___historically have beenpresent in grantmakingand can limit relationalpotential between allparties. This led tostronger relationshipsthat encouraged moreimpactful work.

SSJHWF also provided momentum to the trust-based philanthropy movement byhighlighting their successes and challenges with other foundations. This helpedseveral other foundations in other states to adopt a trust-based philanthropymodel. Moreover, “two local foundations completely shifted their approach toalign with trust-based philanthropy.” The implementation of a trust-basedphilanthropy model SSJHWF streamlined their paperwork and reporting processes to provide grantpartners more time to do what they were funded to do. By reducing the amount oftime grant partners spent on reporting, partners felt they could spend more timeto creatively address issues they are passionate about and had the freedom andflexibility to do so. Another major driver of innovation was unrestricted, multi-year-SSJ HEALTH & WELLNESS FOUNDATION | ANNUAL REPORT 2023 & 202402Freedom and Innovation funding. This gave grant partners the ability to pay for staff to complete theirprojects effectively, which is crucial to making a real difference in West Virginiacommunities. Both grantmakers and program staff noticed these effects as well.The Trust-Based Philanthropy Movementphilanthropy model for grantmaking atthe Sisters of St. Joseph Health andWellness Foundation led to improved,just relationship development betweengrant partners and grantmakers thatwas facilitated by open communication,collaboration, freedom, and trust whilealso making improvements to WestVirginia communities.

GRANTPROGRAMSSSJ HEALTH & WELLNESS FOUNDATION | ANNUAL REPORT 2023 & 202403SCHOOL-BASED HEALTH INITIATIVEFairmont Catholic Grade SchoolRISE Initiative$10,000FamilyCare Health CenterGeneral operating support for a newschool-based health center$50,000Minnie Hamilton Health SystemsPsychosocial Program Coordinator inCalhoun and Gilmer Counties$75,000New River Health Assoc., Inc. Health Educators serving Fayette, Nicholasand Raleigh Counties$99,000Pendleton Community CareBehavioral Health Educator, BehavioralHealth Coordinator, and PreventionSpecialist salaries$73,707Rainelle Medical CenterTraining, testing, certification and supportfor Autism Specialty Center$15,000WV Catholic Foundation, Inc.Catholic Schools school-based healthprogram in Brooke, Hancock, Marshall andOhio Counties$120,000CHILDREN AND FAMILIES INITIATIVEChild Protect of Mercer Co., Inc.Support for middle and high school sexualviolence prevention programming$10,000CONTACT Huntington Salary of Mason County Team PreventionLead$40,000HoH Share, Inc. General operating support for the MotherJones Center for Resilient Community$20,000Holy Family Child Care & DevelopmentCenterNew “Bridge” Program for children withbehavioral, speech or developmental issues$50,000Lewis County Family Resource Network General operating support for Try This WVand the Youth Advisory Board$50,000Libera, Inc. General operating support$50,000Marshall Health NR3C1 methylation research$46,2212023

SSJ HEALTH & WELLNESS FOUNDATION | ANNUAL REPORT 2023 & 202404Marvel Center, Inc. General operating support$30,000Mountain CAP of WV, Inc.General operating support$30,000Seed Sower, Inc. Fruits of Labor Seed Project$25,000TEAM for West Virginia ChildrenLean on Me WV$25,000West Virginia Child Advocacy NetworkSupport for the SUNSHINE Fund$33,000West Virginia Women Work Step Up Program and Women’s Resource and Empowerment Network $50,000WVU Foundation Family Nutrition Program’s Kids Market @ The Store$15,000WVU Research CorporationDBT-STEPS-A Research$50,000DISCRETIONARY GRANTSABLE Families, Inc.Afterschool program and summer camps$5,500Brooke Hancock Family Resource Network Playgroups, Me Time for Moms, ParentCafe, Teen Talk, and Healthy Grandfamilies$2,500Catholic Charities West Virginia, Inc. Relatives as Parents program$2,500Doddridge County Starting PointsSupport for a weekly family activity$2,500Family Resource Network of thePanhandle Berkeley County Community CorrectionsRecovery Fall Festival$1,526Family Service of Marion and HarrisonCounties Grandfamilies program$1,600Garage StrongEquipment for youth wrestlers$2,000Homes for Harrison Homelessness diversion for families withchildren in Harrison County$2,000New River Health Association, Inc. New River Parents as Teachers/MIHOWfamily pantry$1,500Ohio County Family Resource Network Partners in Prevention$5,000Randolph Tucker Child Advocacy Center Body safety training and preventioneducation$2,500

SSJ HEALTH & WELLNESS FOUNDATION | ANNUAL REPORT 2023 & 202405Reset IncorporatedTechnology and equipment/supplies forservices provided to high school students$2,500SHIELD Task Force, Inc.Body safety train-the-trainer event$4,300St. John’s Home for Children HealthStream online training program$2,500Taylor County Family ResourcesRespite Center and mentoring/supportgroups$2,500TEAM for West Virginia ChildrenPartners in Community Outreach Roll andRead$4,000WVU Research Corporation Study to increase vaccine awareness andaccess for children with disabilities $5,000SCHOOL-BASED HEALTH MINI-GRANTS ADMINISTERED BY THE PARKERSBURG AREA COMMUNITY FOUNDATIONBarbour Community Health Association State level training for school-based health staff in Barbour County at theWVPCA’s School-Based Health Conference$2,000Lincoln Primary Care CenterWellness rooms for Lincoln County High School students$4,000Ritchie County Primary Care Association, Inc. Suture/procedure cart, bariatric lab chairs, transilluminator vein finders,exam table, tuning forks for fractures, and a phlebotomy tray$4,300Valley Health Care, Inc.Pediatric Advanced Cardiac Life Support training, training on child abuse andtoxicology in the PALS model, obesity management training and certification,automatic AED unit, and Quidel Sofia2 machines and test kits$4,300Wirt County Health Service AssociationGlasses to Classes eye care program$2,500

GRANTPROGRAMSSSJ HEALTH & WELLNESS FOUNDATION | ANNUAL REPORT 2023 & 2024 06SCHOOL-BASED HEALTH INITIATIVECamden-on-Gauley Medical CenterBehavioral Health Educators for NicholasCounty Schools$60,000Minnie Hamilton Health SystemsPsychosocial Program Coordinators forCalhoun and Gilmer Counties$60,000New River Health Assoc., Inc. Health Educators serving Fayette, Nicholasand Raleigh Counties$99,000Ohio County Schools FoundationSchool-based health center at MadisonElementary School$70,000Williamson Health and Wellness CenterHealth Educator for Williamson Health andWellness Center and Mingo County Schools$35,000WV Catholic Foundation, Inc.Catholic Schools school-based healthprogram in Brooke, Hancock, Marshall andOhio Counties$110,000CHILDREN AND FAMILIES INITIATIVEChild Protect of Mercer Co., Inc.Monique Burr Foundation’s sexual violenceprevention curriculum “Child SafetyMatters” $10,000CONTACT Huntington Mason County Prevention Educator$35,000HoH Share, Inc. General operating support for the MotherJones Center for Resilient Community$30,000Holy Family Child Care & DevelopmentCenterBridge Program for children withbehavioral, speech or developmental issues$30,000Lewis County Family Resource Network General operating support for Try This WV$45,000Libera, Inc. General operating support$40,000Marvel Center, Inc.General operating support$25,0002024

SSJ HEALTH & WELLNESS FOUNDATION | ANNUAL REPORT 2023 & 202407Morgan County Partnership School-based prevention programming$30,000Mountain CAP of WV, Inc.Asset Building & Collaboration Program$15,000Partners in Health Network, Inc. Expand Catch My Breath to four additionalcounties$15,000Postpartum Support International - WVChapterSupport for the build-out of PSI-WV acrossthe state and certification of 10 newproviders through the Perinatal MentalHealth Certification Program$25,000Seed Sower, Inc.General operating support for Fruits ofLabor, Inc.$25,000TEAM for West Virginia Children Matching grant to increase capacity toengage policymakers $25,000West Liberty University Foundation Specialized pediatric audiology equipment$11,000West Virginia Child Advocacy NetworkSupport for the SUNSHINE Fund$34,000West Virginia Food and Farm Coalition Policy efforts around farm viability and foodaccess$20,000West Virginia Women WorkSupport for the Step Up Program andWomen’s Resource & Empowerment Network$50,000West Virginians for Affordable HealthCareSupport for a full-time Coordinator ofChildren’s Health Policy$25,000WVU Foundation, Inc. WV Family Nutrition Program’s expansionof Kids Market @ the Store to five newcounties$20,000WVU Research Corporation Expansion of DBT-STEPS-A approachstatewide$20,000

SSJ HEALTH & WELLNESS FOUNDATION | ANNUAL REPORT 2023 & 2024 08Northern Panhandle Head StartOhio County MIHOW training$5,000Ohio County Family Resource NetworkStrengthening Protective Factorstrainings and community education$2,000Randolph Tucker Child Advocacy Center Child sexual abuse prevention efforts inRandolph and Tucker Counties$5,000STAR Club, Inc.After-school snacks and supplementalfood for students and their families$2,000The Child and Youth Advocacy CenterExpand prevention education intoGreenbrier County middle and highschools$2,000The Martinsburg Initiative Hygiene kits/items for a hygiene closetaccessible to school social workers$2,000The Old Brick Playhouse CompanyNew wellness initiative$4,900Weirton Christian CenterPreschool and after-school programfunding$5,000West Virginia Institute for Spirtuality Bullying prevention program$500DISCRETIONARY GRANTSABLE Families, Inc.Summer camp program$5,000BARN Community Group, Inc.AmeriCorps member$5,000Brooke County Family Support Center Me Time with Mom workshop fees andmaterials$2,000Burlington United Methodist FamilyServices, Inc.Parents as Teachers parent educatortraining including sending staff to thenational Parents as Teachers conference$3,000Camp AppalachiaCamp for at-risk and underserved youth$5,000Christian Help of Mingo CountyFood, utility and emergency financialassistance$2,000Cornerstone MinistriesTygart Valley Mission oral hygiene kits fortwo elementary schools$1,000Doddridge County Family SupportCenterWeekly “family nights”$2,000New River Health Association, IncNew River Parents as Teachers/MIHOWdiapers, wipes and community garden$2,000

SSJ HEALTH & WELLNESS FOUNDATION | ANNUAL REPORT 2023 & 202409SCHOOL-BASED HEALTH MINI-GRANTS ADMINISTERED BY THE PARKERSBURG AREA COMMUNITY FOUNDATIONMinnie Hamilton Health Care Center Audiometers, blood pressure cuffs, and thermometers$2,000Monongahela Valley Association of Health Centers Brochures, posters, and yard signs for promotion of Marion County schoolwellness centers in partnership with the Marion County Board of Educationand Marion County Health Department$1,905Ritchie County Primary Care Association, Inc. Blood drawing lab chair, Mayo instrument stand, scale, and EKG machine$5,580Valley Health Care, Inc.Telehealth enrollment and consent packets; telehealth education for patients,parents/guardians and staff; informative telehealth signs, fliers and posters$5,715Wirt County Health Service AssociationOne-day event for vision screenings and eye exams offered by the OpticalAcademy$2,000

STATEMENTS OFFINANCIAL POSITIONSSJ HEALTH & WELLNESS FOUNDATION | ANNUAL REPORT 2023 & 2024 10AS OF JUNE 30, 2023 AND 2024Current Assets Cash and cash equivalents Total current assets Property and Equipment Furniture and fixtures Less: accumulated depreciation Total property and equipment Other Assets Investments at fair market value Total assets LIABILITIES AND NET ASSETSASSETSLiabilities Accrued Wages Total Current LiabilitiesNet Assets Unrestricted Total liabilities and net assets2024 2023$591,290 $73,040$591,290 $73,040$1,009 $1,009$1,009 $1,009$0 $0$25,591,712 $24,653,889$26,183,002 $24,726,929$18,325 $17,387$18,325 $17,387$26,164,677 $24,709,542$26,183,002 $24,726,929

FOR MORE INFORMATIONABOUT THE FOUNDATIONCONTACT OUR STAFFBeth CollinsExecutive Director304.907.0849ecollins@ssjhwf.orgSarah DeanOffice and Grants Manager304.907.0850sdean@ssjhwf.org@ssjhealthandwellness137 Mount St. Joseph RoadWheeling, WV 26003ssjhealthandwellnessfoundation.orgBOARD OF DIRECTORSJo Anne BalaWheeling, WVKathleen Durkin, CSJ - ChairpersonWheeling, WVShelby GianniWeirton, WVDayla Harvey, Vice ChairpersonKeyser, WVLaura MillerWheeling, WVBeth MorrisonSt. Albans, WVMarguerite O’Brien, CSJ - TreasurerWheeling, WVHeidi PorterBethesda, OHRuthann Scherer, CSJ - SecretaryWheeling, WVDurand WarrenWilliamson, WVJeff WisemanBarboursville, WV