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Nonprofiteer
← HEALTH PARTNERS OF WESTERN OHIO

Form 990 for tax year 2022

Filed by HEALTH PARTNERS OF WESTERN OHIO.

Totals

Total revenue
$70,669,695
Total expenses
$57,445,344
Contributions and grants received
$11,342,677
Grants paid
$133,070
Program service revenue
$56,768,203
Investment income
$916,134
Other revenue
$1,642,681
Total assets, end of year
$65,023,862
Total liabilities, end of year
$7,001,133
Net assets or fund balances, end of year
$58,022,729
Program services expenses (Part IX)
$47,437,557
Management and general expenses
$10,007,787
Fundraising expenses
$0
Program service expenses (Part III)
$47,437,557

Program services were 82.6% 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

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $9,718,392

  • 1f · All other contributions, gifts and grants

    $1,624,285

  • 1g · Noncash contributions included above

    $33,565

  • 2a · Program service revenue: Pharmacy Revenue

    total $28,061,425 · related or exempt $28,061,425 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: Medicaid/Medicare/Managed Care

    total $23,615,433 · related or exempt $23,615,433 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Private Insurance Payments

    total $4,007,535 · related or exempt $4,007,535 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Patient Payments (Self-Pay)

    total $1,016,868 · related or exempt $1,016,868 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: Other Third Party Payments

    total $66,942 · related or exempt $66,942 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $916,134 · related or exempt $916,134 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

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

    $0

  • 11a · Other revenue: Incentive Income (CPC/Provider)

    total $1,413,232 · related or exempt $1,413,232 · unrelated business $0 · excluded $0

  • 11b · Other revenue: Medical Records/Student Income

    total $103,700 · related or exempt $103,700 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $125,749 · related or exempt $125,749 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $1,642,681

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $133,070 · program services $133,070

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $1,607,657 · management and general $1,607,657 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $28,781,231 · program services $25,038,063 · management and general $3,743,168 · fundraising $0

  • 8 · Pension plan contributions

    total $842,381 · program services $643,608 · management and general $198,773 · fundraising $0

  • 9 · Other employee benefits

    total $3,331,025 · program services $2,454,471 · management and general $876,554 · fundraising $0

  • 10 · Payroll taxes

    total $2,367,629 · program services $1,952,185 · management and general $415,444 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $57,499 · program services $22,211 · management and general $35,288 · fundraising $0

  • 11c · Fees: accounting

    total $67,125 · program services $0 · management and general $67,125 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $48,067 · program services $14,600 · management and general $33,467 · fundraising $0

  • 13 · Office expenses

    total $2,273,132 · program services $1,572,172 · management and general $700,960 · fundraising $0

  • 14 · Information technology

    total $1,703,433 · program services $91,110 · management and general $1,612,323 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $1,221,367 · program services $1,100,170 · management and general $121,197 · fundraising $0

  • 17 · Travel

    total $479,729 · program services $354,743 · management and general $124,986 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $443,241 · program services $355,601 · management and general $87,640 · fundraising $0

  • 20 · Interest

    total $132,874 · program services $130,650 · management and general $2,224 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $1,716,143 · program services $1,483,841 · management and general $232,302 · fundraising $0

  • 23 · Insurance

    total $177,104 · program services $28,425 · management and general $148,679 · fundraising $0

  • 24a · Other expenses: Patient Care Supplies

    total $2,648,496 · program services $2,648,496 · management and general $0 · fundraising $0

  • 24b · Other expenses: Pharmacy Medications

    total $8,219,577 · program services $8,219,577 · management and general $0 · fundraising $0

  • 24c · Other expenses: Other Patient Care Expenses

    total $1,194,564 · program services $1,194,564 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,033,543 · end of year $5,111,216

  • 2 · Savings and temporary cash investments

    beginning of year $10,424,500 · end of year $22,146,970

  • 3 · Pledges and grants receivable

    beginning of year $455,138 · end of year $304,633

  • 4 · Accounts receivable

    beginning of year $5,161,613 · end of year $8,357,851

  • 8 · Inventories for sale or use

    beginning of year $310,668 · end of year $490,080

  • 9 · Prepaid expenses and deferred charges

    beginning of year $318,271 · end of year $424,372

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

    $33,717,191

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

    $11,347,656

  • 10c · Land, buildings and equipment, net

    beginning of year $20,209,781 · end of year $22,369,535

  • 11 · Investments: publicly traded securities

    beginning of year $5,387,952 · end of year $5,819,205

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,610,944 · end of year $3,485,530

  • 19 · Deferred revenue

    beginning of year $138,910 · end of year $45,000

  • 23 · Secured mortgages and notes payable

    beginning of year $3,625,603 · end of year $3,470,603

  • 27 · Net assets without donor restrictions

    beginning of year $44,926,009 · end of year $58,022,729

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

To eliminate gaps in health outcomes for all members of our community by providing access to quality, affordable, preventive and primary health care.

  • Medical services provided a total of 105,575 patient visits. Health Partners of Western Ohio opened one additional school-based health centers offering medical services in August 2023. The health center has been publicized through TV, social media, newspaper articles, community groups, churches and neighborhood groups.

    Expenses $19,529,986 · Grants $9,304,495 · Revenue $25,456,654

  • To provide pharmacy services to low income, under-insured and uninsured population in the surrounding area of all Health Partners of Western Ohio sites. Clinical pharmacy services are also offered to this population. Dispensing pharmacies dispensed 311,237 prescriptions to patients in FY 2023.

    Expenses $15,486,986 · Revenue $28,095,990

  • Dental services (preventive, restorative, dentures/partials, and miscellaneous procedures) provided to patients. A total of 55,799 dental visits were provided to patients.

    Expenses $7,788,609 · Grants $721,199 · Revenue $6,992,865

  • Behavioral health care and vision services to low income, under-insured and uninsured population in our service areas. During the tax year, a total of 50,296 behavioral health visits and 4,439 vision visits occurred. Behavioral health services also included substance use disorder treatment.

    Expenses $4,631,976 · Grants $549,599 · Revenue $7,264,369

As filed on the 2022 return.

Listed in Part VII

  • Janis Sunderhaus

    CEO

    Total calculated
    $318,233
    From this org
    $318,233
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $314,633
    Bonus
    $3,600
    Other
    $0
    Deferred
    $28,850
    Nontaxable benefits
    $0
    Filer's total
    $347,083

  • Anthony Atkins

    Staff Physician

    Total calculated
    $293,085
    From this org
    $293,085
    From related orgs
    $0
    Other
    $0
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $288,485
    Bonus
    $4,600
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $293,085

  • Gregory Parranto

    Physician

    Total calculated
    $284,226
    From this org
    $284,226
    From related orgs
    $0
    Other
    $0
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $280,626
    Bonus
    $3,600
    Other
    $0
    Deferred
    $8,527
    Nontaxable benefits
    $0
    Filer's total
    $292,753

  • Warren Morris

    Chief Clinical Officer

    Total calculated
    $272,403
    From this org
    $272,403
    From related orgs
    $0
    Other
    $0
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $268,803
    Bonus
    $3,600
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $272,403

  • Leann Penix

    Nurse Practitioner

    Total calculated
    $226,431
    From this org
    $226,431
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,563
    Bonus
    $20,868
    Other
    $0
    Deferred
    $18,257
    Nontaxable benefits
    $0
    Filer's total
    $244,688

  • Deena Sleiman

    Dentist

    Total calculated
    $222,476
    From this org
    $222,476
    From related orgs
    $0
    Other
    $0
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $218,876
    Bonus
    $3,600
    Other
    $0
    Deferred
    $10,832
    Nontaxable benefits
    $0
    Filer's total
    $233,308

  • Loretta Mankin

    CFO

    Total calculated
    $199,119
    From this org
    $199,119
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,519
    Bonus
    $3,600
    Other
    $0
    Deferred
    $18,380
    Nontaxable benefits
    $0
    Filer's total
    $217,499

  • Kimberly Brocklehurst

    Nurse Practitioner

    Total calculated
    $184,193
    From this org
    $184,193
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,738
    Bonus
    $25,455
    Other
    $0
    Deferred
    $15,589
    Nontaxable benefits
    $0
    Filer's total
    $199,782

  • Kimberly Taflinger

    CAO

    Total calculated
    $168,862
    From this org
    $168,862
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,262
    Bonus
    $3,600
    Other
    $0
    Deferred
    $10,200
    Nontaxable benefits
    $0
    Filer's total
    $179,062

  • William Grimm

    CHIO

    Total calculated
    $168,326
    From this org
    $168,326
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,726
    Bonus
    $3,600
    Other
    $0
    Deferred
    $15,338
    Nontaxable benefits
    $0
    Filer's total
    $183,664

  • Elizabeth West

    Former COO

    Total calculated
    $152,346
    From this org
    $152,346
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,146
    Bonus
    $1,200
    Other
    $10,000
    Deferred
    $12,023
    Nontaxable benefits
    $0
    Filer's total
    $164,369

  • Tiffany Ways

    Chief School Health Officer

    Total calculated
    $150,064
    From this org
    $150,064
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,464
    Bonus
    $3,600
    Other
    $0
    Deferred
    $20,857
    Nontaxable benefits
    $0
    Filer's total
    $170,921

  • Megan Hall

    Director of Human Resources

    Total calculated
    $127,460
    From this org
    $127,460
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,224
    Bonus
    $3,600
    Other
    $8,636
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $127,460

  • Dorinda West

    Former Chief Quality Officer

    Total calculated
    $50,845
    From this org
    $50,845
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $50,845
    Bonus
    $0
    Other
    $0
    Deferred
    $474
    Nontaxable benefits
    $0
    Filer's total
    $51,319

  • Rebecca A Dershem

    Board Treasurer

    Total calculated
    $0
    Hours/week
    1

  • John Stanovich

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Angel Cowan

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • William R Stolly

    Board President

    Total calculated
    $0
    Hours/week
    2

  • Rev John Holly

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Joseph Dake

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Mary Williamson

    Board Secretary

    Total calculated
    $0
    Hours/week
    1

  • Arlisa M Hall

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Myrtle A Johnson

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Anthony J Lester

    Board Member

    Total calculated
    $0
    Hours/week
    1

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

  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 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)

Schedule J, Part I, Line 4
Dorinda West, Former Chief Quality Officer received severance pay of employee's full base pay for sixteen (16) weeks. Total severance received was $50,845.

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

Provenance

Return type
form_990
Tax year
2022
Filed
23 February 2024
IRS schema version
2022v5.0
Source object
202440549349300829

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