Nonprofit · EIN 31-0536649
CONVALESCENT HOSPITAL FUND FOR CHILDREN
Tax-exempt · CINCINNATI, OH 45229
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,977,218 | $11,936,232 | $1,040,986 | $228,920,601 | $321,871 | $228,598,730 |
| June 30, 2024 | 990 | $8,606,803 | $16,560,800 | -$7,953,997 | $212,041,568 | $28,400 | $212,013,168 |
| June 30, 2023 | 990 | $9,409,497 | $15,707,201 | -$6,297,704 | $189,247,707 | $355,226 | $188,892,481 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $53,725
- Program service revenue
- $0
- Investment income
- $12,923,493
- Net gain from sales of assets
- $8,599,895
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $11,711,648
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $10,080
- Accounting fees
- $31,370
- Program services (functional)
- $11,711,648
- Management and general (functional)
- $217,084
- Fundraising (functional)
- $7,500
Balance sheet and other
- Total assets, start of year
- $212,041,568
- Total assets, end of year
- $228,920,601
- Total liabilities, end of year
- $321,871
- Net assets, end of year
- $228,598,730
- Publicly traded securities
- $216,073,530
- Net assets without donor restrictions
- $213,235,234
- Net assets with donor restrictions
- $15,363,496
- Gross receipts
- $24,723,722
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1833
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALMA HELPLING | Treasurer Trustee or director, Officer | 1 | $0 |
| DAVID CROALL | SECRETARY Trustee or director, Officer | 1 | $0 |
| MARIE HUENEFELD | Vice-President Trustee or director, Officer | 1 | $0 |
| PHILLIP C LONG | President Trustee or director, Officer | 1 | $0 |
| SUSAN SHELTON | Chair Trustee or director, Officer | 1 | $0 |
| Angela Barber-Joiner | Trustee Trustee or director | 1 | $0 |
| C FRANCIS BARRETT | Trustee Trustee or director | 1 | $0 |
| LEE A CARTER | Trustee Trustee or director | 1 | $0 |
| MARIAN LEIBOLD | Trustee Trustee or director | 1 | $0 |
| MARIANNE MILLER | Trustee Trustee or director | 1 | $0 |
| MARK STEPANIAK | Trustee Trustee or director | 1 | $0 |
| NANCY EIGEL-MILLER | Trustee Trustee or director | 1 | $0 |
| NICK FARRELL | Trustee Trustee or director | 1 | $0 |
| ROBERT D H ANNING | Trustee Trustee or director | 1 | $0 |
| ROBERT H ANNING II | Trustee Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS WILLIAMS | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALMA HELPLING | Treasurer Trustee or director, Officer | 1 | $0 |
| DAVID CROALL | SECRETARY Trustee or director, Officer | 1 | $0 |
| MARIE HUENEFELD | Vice-President Trustee or director, Officer | 1 | $0 |
| PHILLIP C LONG | President Trustee or director, Officer | 1 | $0 |
| SCOTT HAMLIN | Treasurer - through 12/31/2023 Trustee or director, Officer | 1 | $0 |
| SUSAN SHELTON | Chair Trustee or director, Officer | 1 | $0 |
| Angela Barber-Joiner | Trustee Trustee or director | 1 | $0 |
| C FRANCIS BARRETT | Trustee Trustee or director | 1 | $0 |
| LEE A CARTER | Trustee Trustee or director | 1 | $0 |
| MARIAN LEIBOLD | Trustee Trustee or director | 1 | $0 |
| MARIANNE MILLER | Trustee Trustee or director | 1 | $0 |
| MARK STEPANIAK | Trustee Trustee or director | 1 | $0 |
| NANCY EIGEL-MILLER | Trustee Trustee or director | 1 | $0 |
| NICK FARRELL | Trustee Trustee or director | 1 | $0 |
| ROBERT D H ANNING | Trustee Trustee or director | 1 | $0 |
| ROBERT H ANNING II | Trustee Trustee or director | 1 | $0 |
| THOMAS WILLIAMS | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert D H Anning | Trustee Trustee or director | 1 | $0 |
| Robert H Anning II | Trustee Trustee or director | 1 | $0 |
| C Francis Barrett | Trustee Trustee or director | 1 | $0 |
| Lee A Carter | Trustee Trustee or director | 1 | $0 |
| David Croall | Secretary Trustee or director, Officer | 1 | $0 |
| Nancy Eigel-Miller | TRUSTEE Trustee or director | 1 | $0 |
| Nick Farrell | TRUSTEE Trustee or director | 1 | $0 |
| Scott Hamlin | Treasurer Trustee or director, Officer | 1 | $0 |
| Alma Helpling | TRUSTEE Trustee or director | 1 | $0 |
| Marie Huenefeld | Vice-President Trustee or director, Officer | 1 | $0 |
| Marian Leibold | Trustee Trustee or director | 1 | $0 |
| Phillip C Long | PRESIDENT Trustee or director, Officer | 1 | $0 |
| Marianne Miller | Trustee Trustee or director | 1 | $0 |
| Susan Shelton | CHAIR Trustee or director, Officer | 1 | $0 |
| Mark Stepaniak | Trustee Trustee or director | 1 | $0 |
| Susan VanVleet | Trustee Trustee or director | 1 | $0 |
| Thomas Williams | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3333 BURNET AVE, CINCINNATI, OH 45229-3039
- In care of
- % CAROLYN KARAGEORGES
- Principal officer (990 for 2024)
- SUSAN SHELTON, 3333 Burnet Avenue, Cincinnati, OH 452293039
- Signed the 990
- SUSAN SHELTON, CHAIR
- Phone
- (513) 803-1106
- Return prepared by
- Forvis Mazars LLP
Mission
THE PURPOSE OF CONVALESCENT HOSPITAL FUND FOR CHILDREN IS TO PROVIDE FINANCIAL SUPPORT AND OTHERWISE OPERATE FOR THE BENEFIT AND SUPPORT OF CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER. CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER'S MISSION IS TO IMPROVE CHILD HEALTH AND TRANSFORM DELIVERY OF CARE THROUGH FULLY INTEGRATED, GLOBALLY RECOGNIZED RESEARCH, EDUCATION AND INNOVATION. FOR PATIENTS FROM THE COMMUNITY, THE NATION AND THE WORLD, THE CARE PROVIDED WILL ACHIEVE THE BEST MEDICAL AND QUALITY OF LIFE OUTCOMES, PATIENT AND FAMILY EXPERIENCE AND VALUE, TODAY AND IN THE FUTURE.
Program accomplishments
- CONVALESCENT HOSPITAL FUND FOR CHILDREN ("CHFC") WAS FORMED FOR THE SOLE PURPOSE OF PROVIDING FINANCIAL SUPPORT TO CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER WHICH PARTICIPATES IN THE TREATMENT OF, OR RESEARCH INTO, DISEASES OR DISORDERS AFFECTING CHILDREN. DURING CHFC'S FISCAL YEAR OF JULY 1, 2024, THROUGH JUNE 30, 2025 (THE YEAR COVERED BY THIS RETURN), CHFC PROVIDED FINANCIAL SUPPORT AMOUNTING TO $11,711,648 TO CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER ("CCHMC"), AN OHIO NOT-FOR-PROFIT PEDIATRIC HOSPITAL LOCATED IN HAMILTON COUNTY, OHIO. ONGOING FINANCIAL SUPPORT IS PROVIDED FROM EXPENDABLE INCOME RECEIVED FROM INVESTMENTS OF RESTRICTED AND UNRESTRICTED FUNDS AND SPECIAL COMMITMENTS ARE FUNDED FROM PRINCIPAL BALANCES OF UNRESTRICTED FUNDS. IT IS THE POLICY OF CHFC TO INVEST SUCH ASSETS, THEREBY INCREASING FUND PRINCIPAL AND ENHANCING FUTURE EXPENDABLE INCOME. CCHMC UTILIZED THE FINANCIAL SUPPORT FROM CHFC TO SUPPORT THE OPERATING COSTS OF ITS PEDIATRIC REHABILITATION PROGRAM, ADOLESCENT PSYCHIATRIC SERVICES PROGRAM, DISABILITY SERVICES PROGRAM, PSYCHOLOGY ADHERENCE PROGRAM, SPECIAL NEEDS CHILDREN PROGRAM, AND TO SUPPORT THE GENERAL MENTAL AND BEHAVIORAL HEALTH AND LONG-TERM CARE OPERATIONS OF CCHMC. CHFC PROVIDED ADDITIONAL SUPPORT TO CCHMC FOR THE CONSTRUCTION OF A NEW FACILITY AT THE COLLEGE HILL CAMPUS, WHICH PROVIDES A WIDE RANGE OF SERVICES FOR PATIENTS WITH PSYCHIATRIC, PSYCHOLOGIC, MENTAL AND BEHAVIORAL HEALTH NEEDS.Expenses $11,711,648 · grants $11,711,648
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0536649
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $228,920,601
- Income (IRS master file)
- $24,723,722
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,977,218 | $11,936,232 | $228,920,601 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $8,606,803 | $16,560,800 | $212,041,568 | IRS |
| 990 | June 2023 | $9,409,497 | $15,707,201 | $189,247,707 | XML |
| 990 | June 2022 | $7,399,927 | $11,961,865 | $178,249,656 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0536649).
Questions about CONVALESCENT HOSPITAL FUND FOR CHILDREN
- What is the EIN of CONVALESCENT HOSPITAL FUND FOR CHILDREN?
- The employer identification number (EIN) of CONVALESCENT HOSPITAL FUND FOR CHILDREN is 31-0536649.
- Is CONVALESCENT HOSPITAL FUND FOR CHILDREN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to CONVALESCENT HOSPITAL FUND FOR CHILDREN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CONVALESCENT HOSPITAL FUND FOR CHILDREN file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CONVALESCENT HOSPITAL FUND FOR CHILDREN due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONVALESCENT HOSPITAL FUND FOR CHILDREN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CONVALESCENT HOSPITAL FUND FOR CHILDREN?
- The 990 for the year ended June 30, 2025 names SUSAN SHELTON.
- Who are the officers and directors of CONVALESCENT HOSPITAL FUND FOR CHILDREN?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does CONVALESCENT HOSPITAL FUND FOR CHILDREN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,977,218, expenses of $11,936,232 and total assets of $228,920,601 at year end.
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