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Nonprofiteer
← MIAMI VALLEY HOSPITAL FOUNDATION

Form 990 for tax year 2022

Filed by MIAMI VALLEY HOSPITAL FOUNDATION.

Totals

Total revenue
$6,394,386
Total expenses
$2,817,940
Contributions and grants received
$4,816,306
Grants paid
$1,472,251
Program service revenue
$0
Investment income
$1,653,456
Other revenue
-$75,376
Total assets, end of year
$70,338,894
Total liabilities, end of year
$3,409,992
Net assets or fund balances, end of year
$66,928,902
Program services expenses (Part IX)
$1,777,651
Management and general expenses
$427,700
Fundraising expenses
$612,589
Program service expenses (Part III)
$1,777,651

Program services were 63.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $9,009

  • 1c · Fundraising events

    $389,459

  • 1d · Related organizations

    $68,000

  • 1f · All other contributions, gifts and grants

    $4,349,838

  • 1g · Noncash contributions included above

    $295,839

  • 3 · Investment income

    total $840,419 · excluded $840,419

  • 7a · Gross sales of assets other than inventory

    securities $150,682,299

  • 7b · Less cost or other basis and sales expenses

    securities $149,869,262

  • 7c · Gain or loss

    securities $813,037

  • 7d · Net gain or loss

    total $813,037 · excluded $813,037

  • 8a · Fundraising events: gross income

    $74,150

  • 8a · Fundraising events: contributions included on line 1c

    $389,459

  • 8b · Fundraising events: direct expenses

    $149,526

  • 8c · Net income from fundraising events

    total -$75,376 · excluded -$75,376

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,406,751 · program services $1,406,751

  • 2 · Grants to domestic individuals

    total $65,500 · program services $65,500

  • 5 · Compensation of officers, directors and key employees

    total $390,884 · program services $97,721 · management and general $97,721 · fundraising $195,442

  • 7 · Other salaries and wages

    total $307,466 · program services $76,867 · management and general $76,867 · fundraising $153,732

  • 9 · Other employee benefits

    total $778 · program services $195 · management and general $195 · fundraising $388

  • 10 · Payroll taxes

    total $63,367 · program services $15,842 · management and general $15,842 · fundraising $31,683

  • 11f · Fees: investment management

    total $121,700 · management and general $121,700

  • 11g · Fees: other

    total $403,067 · program services $100,767 · management and general $100,767 · fundraising $201,533

  • 13 · Office expenses

    total $29,584 · program services $7,396 · management and general $7,396 · fundraising $14,792

  • 14 · Information technology

    total $648 · program services $162 · management and general $162 · fundraising $324

  • 16 · Occupancy

    total $1,000 · program services $250 · management and general $250 · fundraising $500

  • 17 · Travel

    total $2,399 · management and general $600 · fundraising $1,799

  • 24a · Other expenses: OPERATING SUPPLIES

    total $12,776 · program services $3,194 · management and general $3,194 · fundraising $6,388

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $4,819 · program services $1,205 · management and general $1,205 · fundraising $2,409

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $4,080 · program services $1,020 · management and general $1,020 · fundraising $2,040

  • 24d · Other expenses: TRAINING AND EDUCATION

    total $1,570 · program services $393 · management and general $393 · fundraising $784

  • 24e · All other expenses

    total $1,551 · program services $388 · management and general $388 · fundraising $775

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $191,341 · end of year $145,673

  • 3 · Pledges and grants receivable

    beginning of year $4,405,424 · end of year $3,607,370

  • 10a · Land, buildings and equipment: cost or other basis

    $47,909

  • 10b · Land, buildings and equipment: accumulated depreciation

    $46,231

  • 10c · Land, buildings and equipment, net

    beginning of year $2,107 · end of year $1,678

  • 11 · Investments: publicly traded securities

    beginning of year $52,666,393 · end of year $41,552,004

  • 12 · Investments: other securities

    beginning of year $21,186,591 · end of year $22,236,997

  • 15 · Other assets

    beginning of year $1,621,004 · end of year $2,795,172

  • 17 · Accounts payable and accrued expenses

    beginning of year $185,857 · end of year $128,748

  • 25 · Other liabilities

    beginning of year $3,455,571 · end of year $3,281,244

  • 27 · Net assets without donor restrictions

    beginning of year $23,458,953 · end of year $19,846,013

  • 28 · Net assets with donor restrictions

    beginning of year $52,972,479 · end of year $47,082,889

Mission and programs · 2022

Mission

ENHANCE THE PATIENT AND FAMILY EXPERIENCE AT MIAMI VALLEY HOSPITAL BY RAISING COMMUNITY SUPPORT FOR CUTTING-EDGE PROGRAMS AND SERVICES WHICH HELP BUILD HEALTHY COMMUNITIES.

Activities or mission (Part I)

SEE PART III, LINE 1

  • PREMIER HEALTH WAS A SUBWARDEE FOR FUNDING FROM THE OHIO DEPARTMENT OF HEALTH FOR THE COMPREHENSIVE CARE FOR SUBSTANCE USE IN OHIO EMERGENCY DEPARTMENTS (CCOED) GRANT. THE CCOED GRANT HAS THREE OVERARCHING GOALS FOCUSED ON TREATING SUBSTANCE USE DISORDER AND OPIOID USE DISORDER:1) IDENTIFYING PATIENTS WITH OPIOID USE DISORDER BY IMPLEMENTING A SCREENING PROCESS IN OUR EMERGENCY DEPARTMENTS.2) MANAGING OPIOID USE DISORDER BY IMPLEMENTING EVIDENCE-BASED PRACTICES IN OUR EMERGENCY MEDICINE.3) TRANSITIONING PATIENTS TO LONG-TERM CARE AND SUPPORTIVE SERVICES USING INNOVATIVE PROCESSES THAT IMPROVE PATHWAYS TO TREATMENT.PREMIER HEALTH HAS IMPLEMENTED SEVERAL INNOVATIVE APPROACHES FOR TREATING SUBSTANCE USE DISORDER AND ADDICTION MEDICINE WITH THIS GRANT. PREMIER HEALTH WAS THE FIRST IN THE MIAMI VALLEY REGION TO HIRE A SUBSTANCE USE NAVIGATOR (SUN). THE SUN WORKS WITH PATIENTS IN THE EMERGENCY DEPARTMENT TO COMPLETE CHEMICAL DEPENDENCY ASSESSMENTS AND PROVIDE LINKAGES TO CARE, PLACEMENT IN TREATMENT FACILITIES, AND OTHER WRAPAROUND SERVICES WITH WARM HANDOFFS.IN 2022, OVER 30,000 PATIENTS WERE SCREENED IN THE MIAMI VALLEY HOSPITAL EMERGENCY DEPARTMENT FOR SUBSTANCE USE DISORDER. SINCE AUGUST 2022, OVER 400 PATIENTS HAVE BEEN TREATED BY SUBSTANCE USE NAVIGATORS, AND THE PROGRAM DISTRIBUTED OVER 200 NALOXONE KITS.

    Expenses $283,467 · Grants $283,467

  • PROMISE TO HOPE IS A DONOR-FUNDED SERVICE OFFERED AT MIAMI VALLEY HOSPITAL FOR PREGNANT AND POSTPARTUM WOMEN WITH SUBSTANCE USE DISORDER. THE PROGRAM STAFF COORDINATES PRENATAL AND POSTPARTUM CARE AND CONNECTS PATIENTS WITH CHEMICAL DEPENDENCY TREATMENT AND MENTAL HEALTH SERVICES. PROGRAM STAFF SUPPORTS THE MOTHER AND BABY UNTIL THE INFANT'S FIRST BIRTHDAY. THE TEAM CONDUCTS WEEKLY SUPPORT GROUP MEETINGS TO PROMOTE A SAFE PLACE FOR MOMS TO MEET AND BUILD HEALTHY RELATIONSHIPS, LEARN PARENTING AND LIFE SKILLS, AND CONNECT WITH RESOURCES AVAILABLE IN THE COMMUNITY. OUTSIDE SPEAKERS ATTEND THESE MEETINGS TO PROVIDE EDUCATION AND SHARE INFORMATION ABOUT THEIR SERVICES.PROMISE TO HOPE HAS CULTIVATED STRATEGIC PARTNERSHIPS WITH AREA COMMUNITY SERVICE AGENCIES TO OFFER SEAMLESS ACCESS TO CARE. COLLABORATION WITH OUR PROGRAM PARTNERS HELPS PROVIDE ONGOING SUPPORT AND COORDINATED CARE. THIS CARE INCLUDES MEDICATION-ASSISTED TREATMENT, GROUP AND INDIVIDUAL COUNSELING, PRENATAL CARE, WEEKLY SUPPORT GROUPS, AND OTHER SOCIAL SERVICES. PROMISE TO HOPE CARE COORDINATORS ASSESS EACH MOM'S UNIQUE NEEDS TO PROVIDE CONTINUING INDIVIDUALIZED SUPPORT, ADVOCACY, AND REFERRALS. SINCE ITS INCEPTION IN MAY 2015, 792 MOMS HAVE ENROLLED IN THE PROGRAM. IN 2022, 122 MOTHERS ENROLLED IN PROMISE TO HOPE.

    Expenses $207,430 · Grants $207,430

  • MIAMI VALLEY HOSPITAL FOUNDATION RAISES FUNDS TO SUPPORT THE WORK OF CERTIFIED DIABETES EDUCATORS TO PROVIDE PATIENT EDUCATION. BASED AT THE BULL FAMILY DIABETES CENTER, THE DIABETES EDUCATORS COMPLETED 1,544 PATIENT VISITS IN 2022 FOR UNINSURED AND UNDERINSURED INDIVIDUALS. PROCEEDS FROM THE VALLEY CLASSIC GOLF TOURNAMENT HELP SUSTAIN THIS VITAL PROGRAM THAT ENHANCES THE LIVES OF DIABETES PATIENTS THROUGHOUT OUR REGION.

    Expenses $120,950

  • Expenses $1,165,804 · Grants $981,354

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Melanie M Glover MD

    TRUSTEE

    Total calculated
    $590,302
    From this org
    $0
    From related orgs
    $549,904
    Other
    $40,398
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $514,489 related
    Bonus
    $0
    Other
    $0 + $35,415 related
    Deferred
    $0 + $10,526 related
    Nontaxable benefits
    $0 + $29,872 related
    Filer's total
    $0 + $590,302 related

  • Jenny M Lewis

    PRESIDENT/SYS VP OF PHILANTHROPY

    Total calculated
    $390,884
    From this org
    $345,322
    From related orgs
    $0
    Other
    $45,562
    Hours/week
    26.67 + 13.33 related

    Schedule J breakdown matched by us

    Base
    $261,652
    Bonus
    $80,626
    Other
    $3,044
    Deferred
    $17,633
    Nontaxable benefits
    $27,929
    Filer's total
    $390,884

  • Jhansi Koduri MD

    TRUSTEE

    Total calculated
    $281,541
    From this org
    $0
    From related orgs
    $280,764
    Other
    $777
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $254,423 related
    Bonus
    $0
    Other
    $0 + $26,341 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $777 related
    Filer's total
    $0 + $281,541 related

  • R Edwin Spitzmiller Do Facop

    TRUSTEE

    Total calculated
    $15,613
    From this org
    $0
    From related orgs
    $15,613
    Other
    $0
    Hours/week
    0.5

  • Gregory Robinson

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Siebenthaler

    BOARD VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Nicole M Dalichau

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Charles L Ellington II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Cori Haper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Jean Ireland

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Lisa Kelchner PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Nick Keyes Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Elaine Mattox

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Madonna Milam

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Mark A Monsour MD

    TRUSTEE (TO JAN)

    Total calculated
    $0
    Hours/week
    0.5

  • L Tony Ortiz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Thomas Retzios Dpm Facfas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Russell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • J Michael Sims

    BOARD TREASURER

    Total calculated
    $727,946
    From this org
    $0
    From related orgs
    $677,602
    Other
    $50,344
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $355,741 related
    Bonus
    $0 + $138,119 related
    Other
    $0 + $183,742 related
    Deferred
    $0 + $19,235 related
    Nontaxable benefits
    $0 + $31,109 related
    Filer's total
    $0 + $727,946 related

  • Jenna M Downey Esq

    BOARD SECRETARY

    Total calculated
    $316,674
    From this org
    $0
    From related orgs
    $294,727
    Other
    $21,947
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,830 related
    Bonus
    $0 + $47,410 related
    Other
    $0 + $487 related
    Deferred
    $0 + $9,682 related
    Nontaxable benefits
    $0 + $12,265 related
    Filer's total
    $0 + $316,674 related

  • Elizabeth B Hutter

    VP - MVH & GSH FOUNDATIONS

    Total calculated
    $199,452
    From this org
    $165,663
    From related orgs
    $0
    Other
    $33,789
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,143
    Bonus
    $27,160
    Other
    $1,360
    Deferred
    $7,432
    Nontaxable benefits
    $26,357
    Filer's total
    $199,452

  • Anne M McDevitt

    DIR-DEVELOPMENT

    Total calculated
    $163,467
    From this org
    $140,216
    From related orgs
    $0
    Other
    $23,251
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,728
    Bonus
    $25,303
    Other
    $1,185
    Deferred
    $9,310
    Nontaxable benefits
    $13,941
    Filer's total
    $163,467

  • Dennis J Percy

    DIR-DEVELOPMENT

    Total calculated
    $159,184
    From this org
    $142,384
    From related orgs
    $0
    Other
    $16,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $114,001
    Bonus
    $27,862
    Other
    $521
    Deferred
    $3,516
    Nontaxable benefits
    $13,284
    Filer's total
    $159,184

  • Cara W Powers Esq

    FORMER OFFICER

    Total calculated
    $398,593
    From this org
    $0
    From related orgs
    $355,741
    Other
    $42,852
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,625 related
    Bonus
    $0 + $78,683 related
    Other
    $0 + $1,433 related
    Deferred
    $0 + $13,885 related
    Nontaxable benefits
    $0 + $28,967 related
    Filer's total
    $0 + $398,593 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION FOR MVHF'S CEO IS REVIEWED AND APPROVED BY PREMIER, WITH WHICH MVHF IS AN AFFILIATE. SEE EXPLANATION ON SCHEDULE O FOR FORM 990, PART VI, SECTION B, LINE 15.
PART I, LINE 4B
DUE TO RESTRICTIONS IMPOSED BY THE INTERNAL REVENUE CODE, CERTAIN PERSONS ARE LIMITED IN THE AMOUNT OF BENEFIT THAT CAN BE EARNED UNDER A QUALIFIED RETIREMENT PLAN. LIKE MANY EMPLOYERS, MIAMI VALLEY HOSPITAL FOUNDATION (MVHF) AND ITS AFFILIATED ORGANIZATIONS COMPENSATE FOR THIS LIMITATION AND SUPPLEMENT THE AFFECTED EXECUTIVES' QUALIFIED PENSION THROUGH CERTAIN NONQUALIFIED PLANS. MVHF SUPPLEMENTS THE AFFECTED EXECUTIVES THROUGH A PENSION RESTORATION PLAN AND A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE BENEFITS UNDER THESE SUPPLEMENTAL NONQUALIFIED PLANS ARE SUBJECT TO MULTI-YEAR VESTING AND A PARTICIPANT CAN FORFEIT BENEFITS EARNED IF VESTING REQUIREMENTS ARE NOT SATISFIED. UNDER THE TERMS OF THE SUPPLEMENTAL PLANS, AND BECAUSE OF TAX RULES PERTAINING TO TAXATION OF THE EARNED BENEFITS UPON VESTING, CERTAIN INDIVIDUALS RECEIVED A PAYOUT OF THE CUMULATIVE VESTED BENEFITS UNDER THEIR SUPPLEMENTAL PLAN DURING 2022. THE INDIVIDUAL LISTED BELOW HAS MET THE MULTI-YEAR VESTING REQUIREMENT UNDER THE PENSION RESTORATION PLAN AND RECEIVED THE ASSOCIATED PAYMENT IN 2022: J. MICHAEL SIMS $156,921. BASED ON THE GUIDANCE PROVIDED IN THE INSTRUCTIONS TO THE FORM 990, ANY PAYMENTS TO THE PARTICIPANTS RELATED TO THESE PLANS THAT WERE MADE WITHIN 2-1/2 MONTHS AFTER THE END OF THE ORGANIZATION'S TAX YEAR ARE NOT TREATED AS DEFERRED COMPENSATION FOR PURPOSES OF SCHEDULE J. SUCH AMOUNTS ARE PROPERLY REPORTED AS COMPENSATION FOR FORM 990 PURPOSES WHEN INCLUDED IN THE PARTICIPANTS' FORM W-2 WAGES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SWEITZER STREET LLC

    EXCLUDED · REAL ESTATE · OH

    Directly controlled by MVHE INC

  • SWEITZER MOB LLC

    EXCLUDED · REAL ESTATE · OH

    Directly controlled by MVHE INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MVHE INC

    C · PHYSICIAN SVCS · OH

    Directly controlled by PREMIER HEALTH HOLDING CO

  • PREMIER HEALTH SPECIALISTS

    C · PHYSICIAN SVCS · OH

    Directly controlled by PREMIER HEALTH HOLDING CO

  • SAMARITAN FAMILY CARE

    C · PHYSICIAN SVCS · OH

    Directly controlled by PREMIER HEALTH HOLDING CO

  • AFTER HOURS FAMILY CARE

    C · HEALTH CARE · OH

    Directly controlled by UPPER VALLEY PROFESSIONAL CORP

  • UVMC MANAGEMENT CORP

    C · MANAGEMENT COMPANY · OH

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH URGENT CARE INC

    C · URGENT CARE · OH

    Directly controlled by PREMIER HEALTH HOLDING CO

  • PREMIER HEALTH INT'L INSURANCE

    C · INSURANCE · BD

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH PLAN INC

    C · HEALTH INSURANCE · OH

    Directly controlled by PREMIER HEALTH INSURING CO

  • GOOD SAMARITAN HOSPITAL

    C · HOSPITAL · OH

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH ACO OF OHIO

    C · MEDICARE ACO · OH

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH HOLDING CO

    C · HOLDING CO · OH

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH INSURING CO

    C · HEALTH INSURANCE · OH

    Directly controlled by PREMIER HEALTH

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202323189349315612

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