2024-04-29T09:45:36-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 250 S HIGH STREET SUITE 100 COLUMBUS OH 43215 990 2022-07-01 310927482 HOLZER HERITAGE FOUNDATION HOLZ 7404465060 100 JACKSON PIKE GALLIPOLIS OH 45631 MICHAEL HAYNES CFO 7404465060 2024-04-23 1 MICHAEL HAYNES 999009999 1 AMY CIMINELLO P00796388 6148493000 2024-04-23 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HOLZER FOUNDATION MICHAEL CANADY 100 JACKSON PIKE GALLIPOLIS OH 45631 289456 0 X WWW.HOLZER.ORG X 1977 OH TO ADVANCE THE HEALTH AND WELL BEING OF THOSE WE SERVE 19 16 0 16 0 0 29459 36063 223206 252301 424 1092 500 0 253589 289456 0 0 0 0 221720 231093 0 0 58582 313453 296638 535173 527731 -281584 -238275 7585705 7795725 2990833 3179149 4594872 4616576 X FRIENDLY VISITS, EXCELLENT CARE; EVERY PATIENT, EVERY TIME. 0 0 213303 0 0 THE FOUNDATION RECEIVES DESIGNATED MEMORIAL GIFTS, TO BE USED FOR EXPENSES OF HOSPICE PATIENTS WHO ARE SERVED BY THE HOLZER HOSPICE PROGRAM, AND FOR WHOSE CARE, REIMBURSEMENT MAY BE NON-EXISTENT. THESE FUNDS ARE USED TO COMPENSATE HOLZER MEDICAL CENTER BASED ON NON-REIMBURSED COSTS OR FOR OTHER EXPENDITURES NEEDED TO SUPPORT THE HOSPICE PROGRAM.IN 2023, $60,790.72 WAS UTILIZED FROM THE CELEBRITY DINNER FUND, $11,470.00 WAS UTILIZED FROM DANI'S ELF FUND, $3,711.58 WAS UTILIZED FROM HOSPITALITY FUND, $516.11 WAS UTILIZED FROM THE HOSPICE FUND, $432.00 WAS USED FROM HOLZER ASSISTED LIVING-G FUND, $489.73 WAS USED FROM HOLZER ASSISTED LIVING-J FUND, $1,864.66 WAS USED FROM HOLZER IN LIGHTS FUND, $7,260.00 WAS UTILIZED FROM THE PATIENT ROOM RENOVATION FUND, $1,000.00 WAS UTILIZED FROM THE SYCAMORE FUND AND $8,812.00 WAS UTILIZED FROM THE CANCER CENTER. 91928 0 252301 THE HOLZER THERAPY AND WELLNESS CENTER IS A COMPREHENSIVE WELLNESS CENTER THAT OFFERS AN INTEGRATED PROGRAM OF TOTAL HEALTHCARE SERVICES INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH AND MASSAGE THERAPIES, INDIVIDUALIZED HEALTH RISK ASSESSMENTS AND SUPERVISED FITNESS PLANS. PERSONALIZED HEALTH ASSESSMENTS WILL BE PERFORMED FOR EACH ENROLLEE. PROGRAMMING GOES WELL BEYOND A TYPICAL FITNESS CENTER BY INCORPORATING THE EXPERTISE OF HEALTHCARE PROFESSIONALS PROVIDING THE MEDICAL FITNESS DIFFERENCE RESULTING IN A HEALTHIER AND BETTER-EDUCATED COMMUNITY. THE WELLNESS CENTER FEATURES INCLUDE:A WALKING/RUNNING TRACKSTATE-OF-THE-ART EXERCISE EQUIPMENTSAUNASHOWER AND LOCKER AREAVENDING SERVICESA MULTIPURPOSE MEETING ROOM FOR A VARIETY OF FITNESS CLASSES AND EDUCATIONAL PROGRAMS 305231 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 16 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X MICHAEL HAYNES CFO 7404465060 100 JACKSON PIKE GALLIPOLIS OH 45631 BRENT SAUNDERS TRUSTEE 1.00 49.00 X 0 446232 6181 MICHAEL HAYNES CFO - HHS 1.00 49.00 X X 0 376851 6857 ABBY WISEMAN GREER TRUSTEE 50.00 0.00 X X 0 42037 841 SHAYNA CHAPMAN PRESIDENT 1.00 0.00 X X 0 0 0 RONALD R TOLER VICE PRESIDENT 1.00 0.00 X X 0 0 0 MIKE NORTHUP SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 JOHN JONES PAST PRESIDENT 1.00 0.00 X 0 0 0 JOHN C STEVENS TRUSTEE 1.00 0.00 X 0 0 0 JAMES E MORRISON TRUSTEE 1.00 0.00 X 0 0 0 BOB HOOD TRUSTEE 1.00 0.00 X 0 0 0 GENE WOOD TRUSTEE 1.00 0.00 X 0 0 0 GREGORY A ERVIN TRUSTEE 1.00 0.00 X 0 0 0 STAN EVANS TRUSTEE 1.00 0.00 X 0 0 0 T WAYNE MUNRO MD TRUSTEE 1.00 0.00 X 0 0 0 MARIANNE B CAMPBELL TRUSTEE 1.00 0.00 X 0 0 0 APRIL B MAGNUSSEN MD TRUSTEE 1.00 0.00 X 0 0 0 DEBBIE SAUNDERS TRUSTEE 1.00 0.00 X 0 0 0 PAUL COVEY TRUSTEE 1.00 0.00 X 0 0 0 TOM REED TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL CANADY CEO - HHS 1.00 49.00 X 0 665820 12013 0 1530940 25892 0 0 1 0 0 36063 36063 WELLNESS CENTER FEES 713940 252301 252301 252301 1092 1092 289456 252301 0 1092 177764 49692 93030 35042 42781 12728 21643 8410 10548 2180 6266 2102 27305 7487 19818 33047 8058 15086 9903 33423 25879 7544 469 469 194984 194984 MEDICAL SUPPLIES 4223 4223 DUES AND MEMBERSHIPS 3125 3125 EMPLOYEE RECOGNITION 62 62 527731 305231 163918 58582 2170933 2454930 40351 49580 3048 2970 5322388 837845 4559951 4484543 188794 187176 622628 616526 7585705 7795725 64116 120 3741 6150 2922976 3172879 2990833 3179149 X 3396589 3174353 1198283 1442223 4594872 4616576 7585705 7795725 X -238275 259979 X X 0 1 X 1 1 1 X 10880 2265 3396 29459 36063 82063 304082 235564 201013 223206 252301 1216166 314962 237829 204409 252665 288364 1298229 0 0 0 1298229 1215 1019 924 1092 4250 1215 1019 924 1092 4250 316177 238848 204409 253589 289456 1302479 0.99670 0.99180 0.00330 0.00820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8235 8235 4243546 427390 3816156 890049 383371 506678 180558 27084 153474 4484543 DUE FROM AFFILIATES 616526 616526 RELATED PARTY PAYABLES 3151186 ACCRUAL FOR CHARITABLE GIFT ANNUITY 21693 3172879 0 0 0 0 0 0 0 0 0 MICHAEL CANADY CEO - HHS 0 665820 0 0 0 0 0 12013 0 0 0 677833 0 0 BRENT SAUNDERS TRUSTEE 0 446232 0 0 0 0 0 4462 0 1719 0 452413 0 0 MICHAEL HAYNES CFO - HHS 0 376851 0 0 0 0 0 6857 0 0 0 383708 0 0 PART I, LINE 3 COMPENSATION PAID TO THE ORGANIZATION'S CEO IS ESTABLISHED BY A RELATED ORGANIZATION, HOLZER HEALTH SYSTEM, AND INCLUDES USE OF AN INDEPENDENT COMPENSATION CONSULTANT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 HOLZER HEALTH SYSTEM IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B HOLZER FOUNDATION'S DECISIONS THAT ARE MADE BY THEIR BOARD OF DIRECTORS CAN BE OVERRULED BY HOLZER HEALTH SYSTEM'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER AND THE CFO OF HOLZER HEALTH SYSTEM REVIEW FORM 990. A COPY WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS THE ADOPTED POLICIES OF HOLZER MEDICAL CENTER- JACKSON AND HOLZER HOSPITAL FOUNDATION, RELATED TAX-EXEMPT ORGANIZATIONS. CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND OFFICERS, AND ARE REVIEWED BY THE CONFLICT OF INTEREST REVIEW COMMITTEE. MEMBERS OF THE BOARD ARE AWARE THAT THEY SHOULD DISCLOSE CONFLICTS WHEN THEY ARISE, AND MEMBERS ABSTAIN FROM PARTICIPATING IN DISCUSSIONS OR VOTING ON MATTERS WHERE A CONFLICT IS PRESENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE ITS OWN CONFLICT OF INTEREST POLICY. FORM 990, PART XI, LINE 9: CHANGE IN TEMPORARILY RESTRICTED NET ASSETS 243,940. TRANSFER TO/FROM AFFILIATES 16,039. FORM 990, PART XI, LINE 2C: THE AUDIT OVERSIGHT PROCESS AND THE PROCESS OF SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINES 12-15: THE ORGANIZATION DOES NOT HAVE EMPLOYEES. HOWEVER, WHEN APPLICABLE, THE EMPLOYEES WOULD FOLLOW THE POLICIES IN PLACE BY HOLZER MEDICAL CENTER-JACKSON AND HOLZER HOSPITAL FOUNDATION FOR CONFLICT OF INTEREST, WHISTLEBLOWER, DOCUMENT RETENTION & DESTRUCTION, AND COMPENSATION. FORM 990, PART IX, FUNDRAISING FUNDRAISING EXPENSES RELATE TO RESTRICTED CONTRIBUTIONS. HOLZER HOSPITAL FOUNDATION 100 JACKSON PIKE GALLIPOLIS OH 45631 314379491 HEALTH CARE OH 501(C)(3) LINE 3 HOLZER HEALTH SYSTEMS 1 HOLZER MEDICAL CENTER - JACKSON 100 JACKSON PIKE GALLIPOLIS OH 45631 311724085 HEALTH CARE OH 501(C)(3) LINE 3 HOLZER HEALTH SYSTEMS 1 HOLZER HEALTH SYSTEMS 100 JACKSON PIKE GALLIPOLIS OH 45631 311156690 MANAGEMENT SERVICES OH 501(C)(3) LINE 12A, I N/A 0 HOLZER SENIOR CARE CENTER 380 COLONIAL DRIVE BIDWELL OH 45614 311534051 SKILLED NURSING FACILITY OH 501(C)(3) LINE 10 HOLZER HEALTH SYSTEMS 1 HOLZER VANGUARD INC 100 JACKSON PIKE GALLIPOLIS OH 45631 311192567 STOCK HOLDING COMPANY OH N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0