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Nonprofiteer
← MIAMI VALLEY HOSPITAL FOUNDATION

Form 990 for tax year 2023

Filed by MIAMI VALLEY HOSPITAL FOUNDATION.

Totals

Total revenue
$9,717,267
Total expenses
$3,438,766
Contributions and grants received
$4,947,920
Grants paid
$1,940,585
Program service revenue
$0
Investment income
$4,808,079
Other revenue
-$38,732
Total assets, end of year
$76,873,256
Total liabilities, end of year
$3,714,564
Net assets or fund balances, end of year
$73,158,692
Program services expenses (Part IX)
$2,285,890
Management and general expenses
$461,043
Fundraising expenses
$691,833
Program service expenses (Part III)
$2,285,890

Program services were 66.5% 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

    $6,400

  • 1c · Fundraising events

    $817,112

  • 1d · Related organizations

    $104,500

  • 1f · All other contributions, gifts and grants

    $4,019,908

  • 1g · Noncash contributions included above

    $423,520

  • 3 · Investment income

    total $1,320,993 · excluded $1,320,993

  • 7a · Gross sales of assets other than inventory

    securities $37,216,175 · other assets $254,897

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

    securities $33,983,986 · other assets $0

  • 7c · Gain or loss

    securities $3,232,189 · other assets $254,897

  • 7d · Net gain or loss

    total $3,487,086 · excluded $3,487,086

  • 8a · Fundraising events: gross income

    $106,620

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

    $817,112

  • 8b · Fundraising events: direct expenses

    $145,352

  • 8c · Net income from fundraising events

    total -$38,732 · excluded -$38,732

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,878,485 · program services $1,878,485

  • 2 · Grants to domestic individuals

    total $62,100 · program services $62,100

  • 5 · Compensation of officers, directors and key employees

    total $417,573 · program services $104,393 · management and general $104,393 · fundraising $208,787

  • 7 · Other salaries and wages

    total $641,383 · program services $160,346 · management and general $160,346 · fundraising $320,691

  • 10 · Payroll taxes

    total $79,316 · program services $19,829 · management and general $19,829 · fundraising $39,658

  • 11f · Fees: investment management

    total $115,328 · management and general $115,328

  • 11g · Fees: other

    total $60,362 · program services $15,091 · management and general $15,091 · fundraising $30,180

  • 13 · Office expenses

    total $25,783 · program services $6,446 · management and general $6,446 · fundraising $12,891

  • 14 · Information technology

    total $1,747 · program services $437 · management and general $437 · fundraising $873

  • 16 · Occupancy

    total $2,500 · program services $625 · management and general $625 · fundraising $1,250

  • 17 · Travel

    total $1,639 · management and general $410 · fundraising $1,229

  • 24a · Other expenses: SPECIAL EVENTS

    total $142,981 · program services $35,745 · management and general $35,745 · fundraising $71,491

  • 24b · Other expenses: REPAIRS & MAINTENANCE

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

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $3,425 · program services $856 · management and general $856 · fundraising $1,713

  • 24d · Other expenses: MISCELLANEOUS

    total $1,151 · program services $288 · management and general $288 · fundraising $575

  • 24e · All other expenses

    total $913 · program services $229 · management and general $229 · fundraising $455

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $145,673 · end of year $68,175

  • 3 · Pledges and grants receivable

    beginning of year $3,607,370 · end of year $4,517,066

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

    $57,549

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

    $47,381

  • 10c · Land, buildings and equipment, net

    beginning of year $1,678 · end of year $10,168

  • 11 · Investments: publicly traded securities

    beginning of year $41,552,004 · end of year $49,001,451

  • 12 · Investments: other securities

    beginning of year $22,236,997 · end of year $21,543,901

  • 15 · Other assets

    beginning of year $2,795,172 · end of year $1,732,495

  • 17 · Accounts payable and accrued expenses

    beginning of year $128,748 · end of year $257,349

  • 25 · Other liabilities

    beginning of year $3,281,244 · end of year $3,457,215

  • 27 · Net assets without donor restrictions

    beginning of year $19,846,013 · end of year $20,787,035

  • 28 · Net assets with donor restrictions

    beginning of year $47,082,889 · end of year $52,371,657

Mission and programs · 2023

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 SUB AWARDEE 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 2023, OVER 67,000 PATIENTS WERE SCREENED IN THE MIAMI VALLEY HOSPITAL EMERGENCY DEPARTMENT FOR SUBSTANCE USE DISORDER. 1,348 PATIENTS WERE TREATED BY SUBSTANCE USE NAVIGATORS, AND THE PROGRAM DISTRIBUTED 150 NALOXONE KITS. AT MIAMI VALLEY HOSPITAL SOUTH, OVER 31,000 PATIENTS WERE SCREENED IN THE EMERGENCY DEPARTMENT FOR SUBSTANCE USE DISORDER WITH 128 PATIENTS TREATED BY SUBSTANCE USE NAVIGATORS. THE PROGRAM DISTRIBUTED 4 NALOXONE KITS.

    Expenses $358,042 · Grants $358,042

  • 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, 878 MOMS HAVE ENROLLED IN THE PROGRAM. IN 2023, 102 MOTHERS ENROLLED IN PROMISE TO HOPE.

    Expenses $268,221 · Grants $268,221

  • 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 1,500 PATIENT VISITS IN 2023 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 $126,435

  • Expenses $1,533,192 · Grants $1,314,322

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jhansi Koduri MD

    TRUSTEE

    Total calculated
    $1,018,900
    From this org
    $0
    From related orgs
    $1,014,701
    Other
    $4,199
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $855,788 related
    Bonus
    $0
    Other
    $0 + $158,913 related
    Deferred
    $0 + $684 related
    Nontaxable benefits
    $0 + $3,515 related
    Filer's total
    $0 + $1,018,900 related

  • Melanie M Glover MD

    TRUSTEE

    Total calculated
    $586,986
    From this org
    $0
    From related orgs
    $541,936
    Other
    $45,050
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,961 related
    Bonus
    $0
    Other
    $0 + $34,975 related
    Deferred
    $0 + $12,830 related
    Nontaxable benefits
    $0 + $32,220 related
    Filer's total
    $0 + $586,986 related

  • Jenny M Lewis

    PRESIDENT MVH & GSH FOUNDATION

    Total calculated
    $417,573
    From this org
    $361,379
    From related orgs
    $0
    Other
    $56,194
    Hours/week
    26.67 + 13.33 related

    Schedule J breakdown matched by us

    Base
    $286,243
    Bonus
    $71,848
    Other
    $3,288
    Deferred
    $26,583
    Nontaxable benefits
    $29,611
    Filer's total
    $417,573

  • R Edwin Spitzmillerdofacop

    TRUSTEE

    Total calculated
    $8,700
    From this org
    $8,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • Gregory Robinson

    BOARD CHAIR (TO JUN)

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Siebenthaler

    BOARD VICE-CHAIR / BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Lisa Kelchner PhD

    TRUSTEE / BOARD VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Dan Driskell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Sharda Gupta

    TRUSTEE (FROM SEP)

    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

  • Nick Keyes Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Elaine Mattox

    TRUSTEE (TO JUN)

    Total calculated
    $0
    Hours/week
    0.5

  • Madonna Milam

    TRUSTEE (TO JUN)

    Total calculated
    $0
    Hours/week
    0.5

  • Regina Molan

    TRUSTEE (FROM DEC)

    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
    $714,006
    From this org
    $0
    From related orgs
    $659,279
    Other
    $54,727
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $370,642 related
    Bonus
    $0 + $66,308 related
    Other
    $0 + $222,329 related
    Deferred
    $0 + $22,390 related
    Nontaxable benefits
    $0 + $32,337 related
    Filer's total
    $0 + $714,006 related

  • Jenna M Downey Esq

    BOARD SECRETARY

    Total calculated
    $313,206
    From this org
    $0
    From related orgs
    $289,516
    Other
    $23,690
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $249,668 related
    Bonus
    $0 + $39,303 related
    Other
    $0 + $545 related
    Deferred
    $0 + $10,754 related
    Nontaxable benefits
    $0 + $12,936 related
    Filer's total
    $0 + $313,206 related

  • Elizabeth B Hutter

    VP - MVH & GSH FOUNDATIONS

    Total calculated
    $225,736
    From this org
    $189,606
    From related orgs
    $0
    Other
    $36,130
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,862
    Bonus
    $37,223
    Other
    $1,521
    Deferred
    $8,893
    Nontaxable benefits
    $27,237
    Filer's total
    $225,736

  • Meredith P Sullivan

    SYS DIR - FOUNDATION OPERATIONS

    Total calculated
    $185,183
    From this org
    $154,282
    From related orgs
    $0
    Other
    $30,901
    Hours/week
    13.33 + 26.67 related

    Schedule J breakdown matched by us

    Base
    $133,814
    Bonus
    $20,123
    Other
    $345
    Deferred
    $3,402
    Nontaxable benefits
    $27,499
    Filer's total
    $185,183

  • Anne M McDevitt

    DIRECTOR - DEVELOPMENT

    Total calculated
    $171,952
    From this org
    $146,441
    From related orgs
    $0
    Other
    $25,511
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,814
    Bonus
    $24,353
    Other
    $1,274
    Deferred
    $10,669
    Nontaxable benefits
    $14,842
    Filer's total
    $171,952

  • Dennis J Percy

    DIRECTOR - DEVELOPMENT

    Total calculated
    $160,567
    From this org
    $142,443
    From related orgs
    $0
    Other
    $18,124
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,698
    Bonus
    $22,193
    Other
    $552
    Deferred
    $4,390
    Nontaxable benefits
    $13,734
    Filer's total
    $160,567

  • Cara W Powers Esq

    FORMER OFFICER

    Total calculated
    $414,186
    From this org
    $0
    From related orgs
    $355,315
    Other
    $58,871
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,692 related
    Bonus
    $0 + $45,012 related
    Other
    $0 + $1,611 related
    Deferred
    $0 + $26,103 related
    Nontaxable benefits
    $0 + $32,768 related
    Filer's total
    $0 + $414,186 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 2023. THE INDIVIDUAL LISTED BELOW HAS MET THE MULTI-YEAR VESTING REQUIREMENT UNDER THE PENSION RESTORATION PLAN AND RECEIVED THE ASSOCIATED PAYMENT IN 2023: J. MICHAEL SIMS $193,261. IN ADDITION, THE FOLLOWING SERP AMOUNTS WERE DEFERRED ON THE PARTICIPANTS' BEHALF DURING THE YEAR AND WILL BE HELP UNTIL THE INCREMENTAL AMOUNTS ARE VESTED: CARA POWER $10,188, JENNY LEWIS $5,459. 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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202413199349314641

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