Form 990 for tax year 2023
Filed by UPPER KANAWHA HEALTH ASSOCIATION.
Totals
- Total revenue
- $1,157,623
- Total expenses
- $1,199,758
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,157,623
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $1,437,850
- Total liabilities, end of year
- $119,057
- Net assets or fund balances, end of year
- $1,318,793
- Program services expenses (Part IX)
- $1,046,926
- Management and general expenses
- $152,832
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,046,926
Program services were 87.3% 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.
-
2a · Program service revenue: Patient Service Revenu
total $1,157,623 · related or exempt $1,157,623
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $924,157 · program services $830,821 · management and general $93,336
-
9 · Other employee benefits
total $62,283 · program services $55,993 · management and general $6,290
-
10 · Payroll taxes
total $69,331 · program services $62,329 · management and general $7,002
-
13 · Office expenses
total $29,677 · program services $13,714 · management and general $15,963
-
16 · Occupancy
total $28,777 · program services $28,777
-
17 · Travel
total $14,796 · program services $3,065 · management and general $11,731
-
22 · Depreciation, depletion and amortization
total $1,043 · program services $1,043
-
23 · Insurance
total $8,169 · management and general $8,169
-
24a · Other expenses: Repairs and Maintenance
total $24,251 · program services $22,806 · management and general $1,445
-
24b · Other expenses: Purchased Services
total $22,702 · program services $20,414 · management and general $2,288
-
24c · Other expenses: Medical Supplies
total $5,399 · program services $5,399
-
24d · Other expenses: Provider and Sales Tax
total $5,134 · management and general $5,134
-
24e · All other expenses
total $4,039 · program services $2,565 · management and general $1,474
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $500 · end of year $500
-
2 · Savings and temporary cash investments
beginning of year $4,808 · end of year $4,808
-
4 · Accounts receivable
beginning of year $785,379 · end of year $1,354,881
-
10a · Land, buildings and equipment: cost or other basis
$741,877
-
10b · Land, buildings and equipment: accumulated depreciation
$664,216
-
10c · Land, buildings and equipment, net
beginning of year $78,704 · end of year $77,661
-
17 · Accounts payable and accrued expenses
beginning of year $115,030 · end of year $119,057
-
27 · Net assets without donor restrictions
beginning of year $754,361 · end of year $1,318,793
Mission and programs · 2023
Mission
TO PROVIDE QUALITY HEALTHCARE TO ALL INDIVIDUALS, EMPHASIZING OUTREACH TO THOSE WHO ARE UNDERSERVED. UPPER KANAWHA HEALTH ASSOCIATION STRIVES TO ENSURE THAT QUALITY HEALTHCARE IS READILY ACCESSIBLE TO EVERYONE AND SERVES PATIENTS REGARDLESS OF THEIR ABILITY TO PAY.
Activities or mission (Part I)
Non-profit organization whose primary purpose is to provide medical services to an underserved population in rural West Virginia.
-
Funded operational subsidies for five primary care centers provided under a community health centers grant from the U.S. Department of Health and Human Services. Clinics also provided educational training to family practice residents, dental residents, psychology residents, physician assistants, and nurse practitioners. Medical, dental, behavioral health, and vision services are offered and provided to all patients. Other services provided to patients include: nutrition education, diabetes education, social determinant services, patient advocacy services, transitional care management, and chronic care management-all regardless of a patient's ability to pay. For eligible patients, services under the Black Lung program, Adolescent Health program and healthcare for the homeless are also provided. Financial assistance is provided for eligible patients for all services- including laboratory and diagnostic testing services- as well as pharmaceuticals. Additionally, discounts on drugs and free blood pressure, vision and dental screenings are offered- along with free patient education at multiple outreach events and locations. Also, the oganization provided $26,873 in charity care to indigent patients.
Expenses $1,046,926 · Revenue $1,157,623
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jill Hutchinson
Chair
- Total calculated
- $0
- Hours/week
- 0.5
-
Greg Agee
Vice Chair
- Total calculated
- $0
- Hours/week
- 0.5
-
Ben Howard
Treasurer
- Total calculated
- $0
- Hours/week
- 0.5
-
Sherry Perry
Secretary
- Total calculated
- $0
- Hours/week
- 0.5
-
Bill Bryant
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Paulette Mabry
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Cokey Muth
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Suzi Brodof
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Christina Walters
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Sherrone Hornbuckle-Myers
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jared Colker
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Kalyn Obiozor Dorey
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Lisa Summers
Midlevel
- Total calculated
- $191,702
- From this org
- $176,135
- From related orgs
- $0
- Other
- $15,567
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,664
- Bonus
- $33,471
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $15,567
- Filer's total
- $191,702
-
Bridgett Freeman
Midlevel NP
- Total calculated
- $132,476
- From this org
- $113,731
- From related orgs
- $0
- Other
- $18,745
- Hours/week
- 40
-
Lindsey Kitchen
Psychologist
- Total calculated
- $109,191
- From this org
- $102,066
- From related orgs
- $0
- Other
- $7,125
- Hours/week
- 40
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
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 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 5
- It is common for the physicians' contracts to state that their incentive compensation is based on revenues posted related to that physician's services and performance. Most of the physicians listed have revenues attached to this organization only, but as some of them practice at related organizations, a review of their revenues in total (and not just specifically to this organization) is necessary.
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
No itemized grants to organizations 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.
-
501(C)(3) · TO PROVIDE MEDICAL SERVICES TO MEDICALLY UNDERSERVED AREAS IN WEST VIRGINIA · WV
-
501(C)(3) · TO PROVIDE MEDICAL SERVICES TO MEDICALLY UNDERSERVED AREAS IN WEST VIRGINIA · WV
Directly controlled by VALLEY HEALTH SYSTEMS INC
-
501(C)(3) · TO PROVIDE MEDICAL SERVICES TO MEDICALLY UNDERSERVED AREAS IN WEST VIRGINIA · WV
Directly controlled by VALLEY HEALTH SYSTEMS INC
-
501(C)(3) · TO PROVIDE MEDICAL SERVICES TO MEDICALLY UNDERSERVED AREAS IN WEST VIRGINIA · WV
Directly controlled by VALLEY HEALTH SYSTEMS INC
-
FORT GAY PRIMARY HEALTH CARE INC
501(C)(3) · TO PROVIDE MEDICAL SERVICES TO MEDICALLY UNDERSERVED AREAS IN WEST VIRGINIA · WV
Directly controlled by VALLEY HEALTH SYSTEMS INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521059349301842
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