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← HOLZER SENIOR CARE CENTER

Form 990 for tax year 2022

Filed by HOLZER SENIOR CARE CENTER.

Totals

Total revenue
$7,969,432
Total expenses
$9,271,321
Contributions and grants received
$89,607
Grants paid
$0
Program service revenue
$7,794,261
Investment income
$2,470
Other revenue
$83,094
Total assets, end of year
$9,128,932
Total liabilities, end of year
$7,764,983
Net assets or fund balances, end of year
$1,363,949
Program services expenses (Part IX)
$7,606,729
Management and general expenses
$1,664,592
Fundraising expenses
$0
Program service expenses (Part III)
$7,606,729

Program services were 82.0% 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.

  • 1e · Government grants (contributions)

    $89,607

  • 2a · Program service revenue: PROGRAM SERVICES

    total $7,214,304 · related or exempt $7,214,304

  • 2b · Program service revenue: RESIDENT MEALS

    total $562,857 · related or exempt $562,857

  • 2c · Program service revenue: ADMISSION FEES

    total $17,100 · related or exempt $17,100

  • 3 · Investment income

    total $745 · excluded $745

  • 7a · Gross sales of assets other than inventory

    other assets $1,725

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

    other assets $0

  • 7c · Gain or loss

    other assets $1,725

  • 7d · Net gain or loss

    total $1,725 · excluded $1,725

  • 11a · Other revenue: PHONE INCOME

    total $43,559 · excluded $43,559

  • 11b · Other revenue: CABLE TV INCOME

    total $39,225 · excluded $39,225

  • 11c · Other revenue: BARBER AND BEAUTY SERV

    total $115 · excluded $115

  • 11d · All other revenue

    total $195 · excluded $195

  • 11e · Other revenue, total

    $83,094

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $4,136,266 · program services $3,534,280 · management and general $601,986

  • 8 · Pension plan contributions

    total $7,017 · program services $6,146 · management and general $871

  • 9 · Other employee benefits

    total $1,240,319 · program services $1,127,366 · management and general $112,953

  • 10 · Payroll taxes

    total $162,858 · program services $146,200 · management and general $16,658

  • 11a · Fees: management

    total $128,225 · management and general $128,225

  • 11g · Fees: other

    total $573,119 · program services $403,452 · management and general $169,667

  • 12 · Advertising and promotion

    total $10,819 · management and general $10,819

  • 13 · Office expenses

    total $289,561 · program services $166,893 · management and general $122,668

  • 14 · Information technology

    total $17,501 · management and general $17,501

  • 16 · Occupancy

    total $559,345 · program services $516,639 · management and general $42,706

  • 17 · Travel

    total $4,115 · program services $368 · management and general $3,747

  • 20 · Interest

    total $54,544 · program services $51,817 · management and general $2,727

  • 22 · Depreciation, depletion and amortization

    total $453,725 · program services $431,039 · management and general $22,686

  • 23 · Insurance

    total $96,919 · program services $20,360 · management and general $76,559

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $618,740 · program services $595,033 · management and general $23,707

  • 24b · Other expenses: THERAPY EXPENSE

    total $441,177 · program services $441,177

  • 24c · Other expenses: TAXES

    total $366,194 · program services $72,015 · management and general $294,179

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $46,541 · program services $46,541

  • 24e · All other expenses

    total $64,336 · program services $47,403 · management and general $16,933

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,089 · end of year $2,089

  • 2 · Savings and temporary cash investments

    beginning of year $1,609,085 · end of year $1,006,902

  • 4 · Accounts receivable

    beginning of year $750,220 · end of year $783,238

  • 8 · Inventories for sale or use

    beginning of year $10,000 · end of year $10,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $68,122 · end of year $35,501

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

    $16,289,843

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

    $10,431,345

  • 10c · Land, buildings and equipment, net

    beginning of year $6,121,721 · end of year $5,858,498

  • 13 · Investments: program-related

    beginning of year $167,823 · end of year $168,199

  • 15 · Other assets

    beginning of year $1,068,221 · end of year $1,264,505

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,161,275 · end of year $2,628,825

  • 19 · Deferred revenue

    beginning of year $225,452 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $2,928,681 · end of year $2,804,766

  • 25 · Other liabilities

    beginning of year $1,816,035 · end of year $2,331,392

  • 27 · Net assets without donor restrictions

    beginning of year $2,665,838 · end of year $1,363,949

Mission and programs · 2022

Mission

FRIENDLY VISITS, EXCELLENT CARE; EVERY PATIENT, EVERY TIME.

Activities or mission (Part I)

HOLZER SENIOR CARE CENTER IS A SKILLED NURSING FACILITY FOR THE CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED, PROVIDING CARING AND QUALITY SERVICES TOWARD THE ENHANCEMENT OF PHYSICAL AND MENTAL WELL-BEING WITHOUT REGARD TO THE PERSON'S FINANCIAL RESOURCES.

  • HOLZER SENIOR CARE CENTER IS A SIXTY (60) BED FACILITY, GUIDED BY THE VISION OF QUALITY CARE AND OPTIMUM OUTCOME. IT IS COMMITTED TO IDENTIFY, UNDERSTAND AND RESPOND TO THE NEEDS OF THE RESIDENTS. HOLZER SENIOR CARE CENTER OFFERS:* A MEDICAL DIRECTOR* SKILLED NURSING CARE 24 HOURS PER DAY* REHABILITATION THERAPIES INCLUDING: PHYSICAL THERAPIES, OCCUPATIONAL THERAPIES, SPEECH THERAPY* SHORT AND LONG TERM PLACEMENT OF RESIDENTS* SOCIAL AND THERAPEUTIC ACTIVITIES* PROGRAM FOR HOSPICE PATIENTS* CHAPLAINCY SERVICES* DIETARY SERVICES WITH A QUALIFIED DIETITIAN* PERSONAL CARE (BEAUTICIAN & BARBER SERVICES)* ALL INCLUSIVE ROOM RATE* CABLE TVMEDICAL SUPPORT: HOLZER SENIOR CARE CENTER IS UNDER THE DIRECT SUPERVISION OF A MEDICAL DIRECTOR, WHO HELPS PROVIDE THE LATEST IN HIGH ACUITY CARE. RESIDENTS OF HOLZER SENIOR CARE CENTER MAY USE THE SERVICES OF THE CENTER'S MEDICAL DIRECTOR, OR CONTINUE UNDER THE DIRECT CARE OF THEIR OWN PHYSICIAN. A TRAINED STAFF, COMMITTED TO THE HIGHEST STANDARD IN CARING FOR THE RESIDENTS OF HOLZER SENIOR CARE CENTER IS ON DUTY TWENTY FOUR HOURS A DAY, EVERY DAY.REHABILITATION SERVICES: A COMPLETE RANGE OF REHABILITATION SERVICES IS OFFERED AT HOLZER SENIOR CARE CENTER, CONDUCTED BY REGISTERED THERAPISTS. PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES ARE AVAILABLE TO PROVIDE THE MOST THOROUGH REHABILITATION CARE TO RESIDENTS. A RESTORATIVE NURSING CARE PROGRAM IS AN ONGOING SERVICE TO THE CENTER RESIDENTS. THE WIDE RANGE OF SPECIALIZED THERAPY PROGRAMS ENABLES MANY RESIDENTS TO RESUME THEIR FORMER LIFESTYLES AS THEY BECOME MORE INDEPENDENT.NUTRITIONAL SERVICES: RESIDENTS AT HOLZER SENIOR CARE CENTER ENJOY NUTRITIONAL AND APPETIZING MEALS IN A COMFORTABLE AND ATTRACTIVE DINING SETTING. A REGISTERED DIETITIAN WHO SPECIALIZES IN MEETING EACH RESIDENT'S NEEDS PLANS THE MENUS. BED SIDE SERVICE IS AVAILABLE FOR THOSE RESIDENTS WHO ARE UNABLE TO GO TO THE DINING ROOM FOR THEIR MEALS. FAMILY AND FRIENDS WHO WISH TO DINE WITH THEIR LOVED ONES MAY ALSO PURCHASE A MEAL FOR A NOMINAL FEE.SOCIAL AND RECREATIONAL ACTIVITIES: THE OVERALL ACTIVITY PROGRAM AT HOLZER SENIOR CARE CENTER IS THERAPEUTICALLY DESIGNED BY A QUALIFIED AND EXPERIENCED ACTIVITIES COORDINATOR, WHO GIVES SPECIAL ATTENTION TO THE PHYSICAL, MENTAL, SPIRITUAL, AND SOCIAL NEEDS OF EACH RESIDENT. THERE IS SOMETHING FOR EVERYONE. AMONG THE MOST POPULAR EVENTS ARE THE GAMES, CRAFTS, SING-ALONGS, RELIGIOUS SERVICES, PICNICS, AND COMMUNITY OUTINGS. EACH RESIDENT IS ENCOURAGED TO PARTICIPATE IN WHATEVER ACTIVITIES PROVIDE THE MOST FULFILLMENT AND BEST SERVES HIS OR HER PERSONAL NEEDS.ACCOMMODATIONS: A COMFORTABLE HOME-LIKE SETTING CAN PLAY A MAJOR ROLE IN RESTORING HEALTH AND WELL-BEING. THE ROOMS AT HOLZER SENIOR CARE CENTER ARE SPACIOUS AND SUNNY WITH WINDOWS THAT BRING IN AN ABUNDANCE OF NATURAL LIGHT. RESIDENTS ARE ENCOURAGED TO DECORATE THEIR ROOMS WITH FAVORITE PERSONAL BELONGINGS, SUCH AS QUILTS, PILLOWS, AND PICTURES. THE ROOM RATE AT HOLZER SENIOR CARE CENTER IS AN ALL-INCLUSIVE RATE. NO ADDITIONAL CHARGES ARE MADE FOR PERSONAL GROOMING ITEMS OR LAUNDRY SERVICES. THE ATTRACTIVE SOLARIUM AREAS ARE ALWAYS AVAILABLE FOR THE ENJOYMENT OF THE RESIDENTS, THEIR FAMILIES AND FRIENDS. QUALITY OF LIFE: EVERY MEMBER OF THE STAFF AT HOLZER SENIOR CARE CENTER IS COMMITTED TO ADDRESSING AND MEETING THE NEEDS OF EACH RESIDENT ON A PERSONAL BASIS. THEY RESPECT EVERY RESIDENT'S RIGHT TO PRIVACY, DIGNITY AND TREATMENT AS AN INDIVIDUAL.DURING THE YEAR, HOLZER SENIOR CARE SERVED 99 PATIENTS FOR 13,901 RESIDENT DAYS AND ASSISTED LIVING SERVED 108 PATIENTS FOR 23,818 RESIDENT DAYS.

    Expenses $7,606,729 · Revenue $7,794,261

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

Listed in Part VII

  • Dr Michael Canady

    PRESIDENT

    Total calculated
    $677,833
    From this org
    $0
    From related orgs
    $665,820
    Other
    $12,013
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $665,820 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,013 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $677,833 related

  • Todd Fowler

    VICE PRESIDENT

    Total calculated
    $380,447
    From this org
    $0
    From related orgs
    $376,729
    Other
    $3,718
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,729 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,718 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $380,447 related

  • Robert W Massie

    SECRETARY

    Total calculated
    $175,452
    From this org
    $0
    From related orgs
    $172,306
    Other
    $3,146
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,306 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,146 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $175,452 related

  • Deborah Caldwell

    TREASURER

    Total calculated
    $165,253
    From this org
    $0
    From related orgs
    $160,825
    Other
    $4,428
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,825 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,217 related
    Nontaxable benefits
    $0 + $1,211 related
    Filer's total
    $0 + $165,253 related

  • Melissa Rapp

    ADMINISTRATOR-HSCC

    Total calculated
    $113,689
    From this org
    $112,565
    From related orgs
    $0
    Other
    $1,124
    Hours/week
    50

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

None.

Answered no

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

PART I, LINE 3
COMPENSATION PAID TO THE ORGANIZATION'S CEO IS ESTABLISHED BY A RELATED ORGANIZATION, HOLZER HEALTH SYSTEM, AND INCLUDES USE OF AN INDEPENDENT COMPENSATION CONSULTANT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

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

  • HOLZER VANGUARD INC

    C · STOCK HOLDING COMPANY · OH · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
23 April 2024
IRS schema version
2022v5.0
Source object
202401209349301100

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