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Nonprofiteer
← HEALTH PARTNERS OF WESTERN OHIO

Form 990 for tax year 2023

Filed by HEALTH PARTNERS OF WESTERN OHIO.

Totals

Total revenue
$76,660,329
Total expenses
$71,242,467
Contributions and grants received
$9,968,265
Grants paid
$3,903,581
Program service revenue
$63,731,676
Investment income
$1,683,638
Other revenue
$1,276,750
Total assets, end of year
$69,099,707
Total liabilities, end of year
$8,063,764
Net assets or fund balances, end of year
$61,035,943
Program services expenses (Part IX)
$59,977,161
Management and general expenses
$11,265,306
Fundraising expenses
$0
Program service expenses (Part III)
$59,977,161

Program services were 84.2% 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)

    $8,463,206

  • 1f · All other contributions, gifts and grants

    $1,505,059

  • 1g · Noncash contributions included above

    $84,462

  • 2a · Program service revenue: Pharmacy Revenue

    total $30,257,282 · related or exempt $30,257,282 · unrelated business $0 · excluded $0

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

    total $27,421,958 · related or exempt $27,421,958 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Private Insurance

    total $5,319,095 · related or exempt $5,319,095 · unrelated business $0 · excluded $0

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

    total $724,013 · related or exempt $724,013 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: Other Third Party

    total $9,328 · related or exempt $9,328 · 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 $1,683,638 · related or exempt $1,683,638 · 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

  • 6a · Gross rents

    real property $2,400 · personal property $0

  • 6b · Less rental expenses

    real property $0 · personal property $0

  • 6c · Rental income or loss

    real property $2,400 · personal property $0

  • 6d · Net rental income or loss

    total $2,400 · related or exempt $2,400 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

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

  • 8a · Fundraising events: gross income

    $0

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

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

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

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

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

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

    total $1,209,167 · related or exempt $1,209,167 · unrelated business $0 · excluded $0

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

    total $65,183 · related or exempt $65,183 · unrelated business $0 · excluded $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $1,274,350

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,903,581 · program services $3,903,581

  • 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 $1,501,797 · program services $0 · management and general $1,501,797 · fundraising $0

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

    total $33,479,825 · program services $28,759,128 · management and general $4,720,697 · fundraising $0

  • 8 · Pension plan contributions

    total $798,965 · program services $724,944 · management and general $74,021 · fundraising $0

  • 9 · Other employee benefits

    total $4,492,609 · program services $3,460,661 · management and general $1,031,948 · fundraising $0

  • 10 · Payroll taxes

    total $2,724,596 · program services $2,265,138 · management and general $459,458 · fundraising $0

  • 11a · Fees: management

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

  • 11b · Fees: legal

    total $50,784 · program services $0 · management and general $50,784 · fundraising $0

  • 11c · Fees: accounting

    total $75,935 · program services $0 · management and general $75,935 · 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 $46,085 · program services $35,883 · management and general $10,202 · fundraising $0

  • 13 · Office expenses

    total $2,134,723 · program services $1,506,310 · management and general $628,413 · fundraising $0

  • 14 · Information technology

    total $2,483,767 · program services $544,230 · management and general $1,939,537 · fundraising $0

  • 15 · Royalties

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

  • 16 · Occupancy

    total $1,411,051 · program services $1,276,582 · management and general $134,469 · fundraising $0

  • 17 · Travel

    total $492,960 · program services $376,013 · management and general $116,947 · 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 $492,151 · program services $423,990 · management and general $68,161 · fundraising $0

  • 20 · Interest

    total $125,901 · program services $125,125 · management and general $776 · fundraising $0

  • 21 · Payments to affiliates

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

  • 22 · Depreciation, depletion and amortization

    total $2,226,177 · program services $1,989,189 · management and general $236,988 · fundraising $0

  • 23 · Insurance

    total $252,789 · program services $37,616 · management and general $215,173 · fundraising $0

  • 24a · Other expenses: Patient Care Supplies

    total $2,578,453 · program services $2,578,453 · management and general $0 · fundraising $0

  • 24b · Other expenses: Pharmacy Medications

    total $11,292,190 · program services $11,292,190 · management and general $0 · fundraising $0

  • 24c · Other expenses: Other Patient Care Expenses

    total $678,128 · program services $678,128 · 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 $5,111,216 · end of year $4,370,851

  • 2 · Savings and temporary cash investments

    beginning of year $22,146,970 · end of year $19,529,240

  • 3 · Pledges and grants receivable

    beginning of year $304,633 · end of year $1,519,778

  • 4 · Accounts receivable

    beginning of year $8,357,851 · end of year $7,923,450

  • 8 · Inventories for sale or use

    beginning of year $490,080 · end of year $678,544

  • 9 · Prepaid expenses and deferred charges

    beginning of year $424,372 · end of year $490,781

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

    $41,457,517

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

    $13,582,089

  • 10c · Land, buildings and equipment, net

    beginning of year $22,369,535 · end of year $27,875,428

  • 11 · Investments: publicly traded securities

    beginning of year $5,819,205 · end of year $6,711,635

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,485,530 · end of year $4,592,071

  • 19 · Deferred revenue

    beginning of year $45,000 · end of year $161,090

  • 23 · Secured mortgages and notes payable

    beginning of year $3,470,603 · end of year $3,310,603

  • 27 · Net assets without donor restrictions

    beginning of year $58,022,729 · end of year $61,035,943

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

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 111,877 patient visits. Health Partners of Western Ohio opened two new school-based health centers offering medical services in August 2024. The health center has been publicized through social media, newspaper articles, community groups, churches and neighborhood groups.

    Expenses $25,093,230 · Grants $6,980,875 · Revenue $17,601,446

  • 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 352,081 prescriptions to patients in FY 2024.

    Expenses $18,757,621 · Revenue $30,342,743

  • Dental services (preventive, restorative, dentures/partials, and miscellaneous procedures) provided to patients. A total of 64,553 dental visits were provided to patients in FY 2024.

    Expenses $8,868,168 · Grants $660,368 · Revenue $8,805,384

  • 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 57,128 behavioral health visits and 7,727 vision visits occurred. Behavioral health services also included substance use disorder treatment.

    Expenses $7,258,142 · Grants $770,615 · Revenue $8,582,599

As filed on the 2023 return.

Listed in Part VII

  • Janis Sunderhaus

    CEO

    Total calculated
    $335,356
    From this org
    $335,356
    From related orgs
    $0
    Other
    $0
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $331,756
    Bonus
    $3,600
    Other
    $0
    Deferred
    $22,612
    Nontaxable benefits
    $0
    Filer's total
    $357,968

  • Gregory Parranto

    Physician

    Total calculated
    $295,735
    From this org
    $295,735
    From related orgs
    $0
    Other
    $0
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $292,135
    Bonus
    $3,600
    Other
    $0
    Deferred
    $8,779
    Nontaxable benefits
    $0
    Filer's total
    $304,514

  • Warren Morris

    Chief Clinical Officer

    Total calculated
    $282,258
    From this org
    $282,258
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $278,658
    Bonus
    $3,600
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $282,258

  • Anthony Atkins

    Staff Physician

    Total calculated
    $280,855
    From this org
    $280,855
    From related orgs
    $0
    Other
    $0
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $276,255
    Bonus
    $4,600
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $280,855

  • Deena Sleiman

    Dentist

    Total calculated
    $236,884
    From this org
    $236,884
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,284
    Bonus
    $3,600
    Other
    $0
    Deferred
    $7,432
    Nontaxable benefits
    $0
    Filer's total
    $244,316

  • Leann Penix

    Nurse Practitioner

    Total calculated
    $223,530
    From this org
    $223,530
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,662
    Bonus
    $20,868
    Other
    $0
    Deferred
    $10,527
    Nontaxable benefits
    $0
    Filer's total
    $234,057

  • Loretta Mankin

    CFO

    Total calculated
    $204,727
    From this org
    $204,727
    From related orgs
    $0
    Other
    $0
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $201,127
    Bonus
    $3,600
    Other
    $0
    Deferred
    $12,279
    Nontaxable benefits
    $0
    Filer's total
    $217,006

  • William Grimm

    CHIO

    Total calculated
    $193,397
    From this org
    $193,397
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,997
    Bonus
    $2,400
    Other
    $0
    Deferred
    $5,732
    Nontaxable benefits
    $0
    Filer's total
    $199,129

  • Kimberly Taflinger

    CAO

    Total calculated
    $190,375
    From this org
    $190,375
    From related orgs
    $0
    Other
    $0
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $186,775
    Bonus
    $3,600
    Other
    $0
    Deferred
    $13,294
    Nontaxable benefits
    $0
    Filer's total
    $203,669

  • Kimberly Brocklehurst

    Nurse Practitioner

    Total calculated
    $171,762
    From this org
    $171,762
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,307
    Bonus
    $25,455
    Other
    $0
    Deferred
    $6,348
    Nontaxable benefits
    $0
    Filer's total
    $178,110

  • Tiffany Ways

    Chief School Health Officer

    Total calculated
    $158,447
    From this org
    $158,447
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,847
    Bonus
    $3,600
    Other
    $0
    Deferred
    $5,719
    Nontaxable benefits
    $0
    Filer's total
    $164,166

  • Megan Hall

    Director of Human Resources

    Total calculated
    $137,237
    From this org
    $137,237
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,530
    Bonus
    $3,600
    Other
    $13,107
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $137,237

  • Rebecca A Dershem

    Board Treasurer

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • 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

  • Joseph Dake

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Mary Williamson

    Board Vice President

    Total calculated
    $0
    Hours/week
    1

  • Arlisa M Hall

    Board Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lorna Simpson

    Board Secretary

    Total calculated
    $0
    Hours/week
    1

  • Anthony J Lester

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Daisy Williamson

    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

  • 3 · Approval by the board or compensation committee

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)

Schedule J, Part I, Line 3
The salary of the Chief Executive Officer is reviewed, evaluated and approved by Health Partners of Western Ohio's Board of Directors annually.

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
2023
Filed
25 March 2025
IRS schema version
2023v6.0
Source object
202500849349300800

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