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← UNITED HEALTH FOUNDATION INC

Form 990 for tax year 2023

Filed by UNITED HEALTH FOUNDATION INC.

Totals

Total revenue
$604,140
Total expenses
$798,626
Contributions and grants received
$206,586
Grants paid
$361,937
Program service revenue
$22,033
Investment income
$440,222
Other revenue
-$64,701
Total assets, end of year
$15,168,188
Total liabilities, end of year
$17,969
Net assets or fund balances, end of year
$15,150,219
Program services expenses (Part IX)
$605,297
Management and general expenses
$68,381
Fundraising expenses
$124,948
Program service expenses (Part III)
$605,297

Program services were 75.8% 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.

  • 1c · Fundraising events

    $177,069

  • 1f · All other contributions, gifts and grants

    $29,517

  • 2a · Program service revenue: Wings of Hope

    total $21,708 · related or exempt $21,708

  • 2b · Program service revenue: Maternal Child

    total $200 · related or exempt $200

  • 2c · Program service revenue: Hospice

    total $125 · related or exempt $125

  • 3 · Investment income

    total $440,222 · unrelated business $48,584 · excluded $391,638

  • 8a · Fundraising events: gross income

    $101,557

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

    $177,069

  • 8b · Fundraising events: direct expenses

    $166,258

  • 8c · Net income from fundraising events

    total -$64,701 · excluded -$64,701

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $361,537 · program services $361,537

  • 2 · Grants to domestic individuals

    total $400 · program services $400

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $163,149 · program services $163,149

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $49,662 · program services $49,662

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $96,180 · program services $29,276 · management and general $61,747 · fundraising $5,157

  • 12 · Advertising and promotion

    total $7,261 · fundraising $7,261

  • 13 · Office expenses

    total $39,145 · program services $1,273 · management and general $2,346 · fundraising $35,526

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $77,004 · fundraising $77,004

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: Banking Fees

    total $4,084 · management and general $4,084

  • 24b · Other expenses: Taxes

    total $204 · management and general $204

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $110,003 · end of year $117,426

  • 3 · Pledges and grants receivable

    beginning of year $2,430,531 · end of year $2,433,974

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

    $418,308

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

    $418,308

  • 12 · Investments: other securities

    beginning of year $12,077,934 · end of year $12,532,549

  • 15 · Other assets

    beginning of year $513,328 · end of year $84,239

  • 17 · Accounts payable and accrued expenses

    beginning of year $329,048 · end of year $432

  • 25 · Other liabilities

    beginning of year $27,537 · end of year $17,537

  • 27 · Net assets without donor restrictions

    beginning of year $10,743,044 · end of year $11,017,566

  • 28 · Net assets with donor restrictions

    beginning of year $4,032,167 · end of year $4,132,653

Mission and programs · 2023

Mission

United Health Foundation is a not-for-profit corporation formed to provide support to United Hospital Center, Inc. UHC to improve health status for the residents of North Central West Virginia through contributions and exempt activities.

Activities or mission (Part I)

United Health Foundation is a not-for-profit corporation formed to provide support to United Hospital Center, Inc. UHC to improve health status for the residents of North Central West Virginia through contributions.

  • United Health Foundation enriches the lives of those touched by United Hospital Center by maximizing private charitable support and providing services to the Hospital and its non-profit affiliated organizations.

    Expenses $605,297 · Grants $361,937 · Revenue $22,033

As filed on the 2023 return.

Listed in Part VII

  • David Hess

    President / CEO - Non-Voting

    Total calculated
    $829,662
    From this org
    $0
    From related orgs
    $700,010
    Other
    $129,652
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    not reported + $468,258 related
    Bonus
    not reported + $221,375 related
    Other
    not reported + $10,377 related
    Deferred
    not reported + $97,980 related
    Nontaxable benefits
    not reported + $31,672 related
    Filer's total
    not reported + $829,662 related

  • Jim Rutkowski

    Secretary/Treasurer/VP of Finance - Non-Voting

    Total calculated
    $444,254
    From this org
    $0
    From related orgs
    $408,049
    Other
    $36,205
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $296,513 related
    Bonus
    not reported + $70,322 related
    Other
    not reported + $41,214 related
    Deferred
    not reported + $13,658 related
    Nontaxable benefits
    not reported + $22,547 related
    Filer's total
    not reported + $444,254 related

  • Matt Jenkins

    Director

    Total calculated
    $0
    Hours/week
    1

  • Zach Arnold

    Director

    Total calculated
    $0
    Hours/week
    1

  • Manzur Momen

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lisa Thrush

    Director

    Total calculated
    $0
    Hours/week
    1

  • Lisa Lang

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sarah McNeely

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Malfregeot

    Director

    Total calculated
    $0
    Hours/week
    1

  • Greg Hadjis

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jamie Chapman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Chark Sinsel

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Lopez

    Director

    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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I Line 3
Compensation for CEOs is determined by the WV United Health System compensation committee. The System engages an independent group to perform an executive compensation review and compensation survey every two years. This information is provided to the committee, which is made up of independent board members who are then responsible for setting the compensation packages offered to each executive, ensuring that the compensation package offered does not exceed fair market value.
Part I Line 4b
The following individual received deferred compensation contributions in 2023 from a related party David Hess in the amount of 83,130. This amount was properly recorded in deferred compensation on the Form 990 Schedule J.
Part I Line 4b
During 2023, the following individual participated in a nonqualified retirement plan and received direct cash payments instead of deferral of income. James Rutkowski received cash distributions of 30,350 from a related party.

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 corporations and trusts

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

  • Allied Health Services Inc

    C Corp · Linen Services · WV

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202403179349308680

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