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Nonprofiteer
← ROH INVESTMENT CO INC

Form 990 for tax year 2023

Filed by ROH INVESTMENT CO INC.

Totals

Total revenue
$381,158
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$381,158
Other revenue
$0
Total assets, end of year
$20,033,029
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$20,033,029
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$0

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.

  • 2f · All other program service revenue

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

  • 3 · Investment income

    total $381,158 · excluded $381,158

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

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

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $0 · program services $0 · 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 $593,971 · end of year $975,129

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $19,057,900 · end of year $19,057,900

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $19,651,871 · end of year $20,033,029

Mission and programs · 2023

Mission

ROH Investment Co., Inc. is a Tennessee nonprofit corporation that exists for the purpose of performing the charitable functions and carrying out the charitable purposes of Shelby County Health Care Corporation, a Tennessee nonprofit corporation. SCHCC's mission is to improve the health and well-being of the people it serves by providing compassionate care and exceptional services at its medical facility.

  • ROH Investment Co., Inc. is a Tennessee nonprofit corporation that exists for the purpose of performing the charitable functions and carrying out the charitable purposes of Shelby County Health Care Corporation, a Tennessee nonprofit corporation. ROH Investment Co., Inc. assists SCHCC with fundraising and financing activities in furtherance of SCHCC's tax exempt purpose.

As filed on the 2023 return.

Listed in Part VII

  • Imad Abdullah

    SECRETARY/DIRECTOR

    Total calculated
    $598,827
    From this org
    $0
    From related orgs
    $502,804
    Other
    $96,023
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $390,573 related
    Bonus
    $0 + $60,000 related
    Other
    $0 + $52,231 related
    Deferred
    $0 + $64,096 related
    Nontaxable benefits
    $0 + $31,927 related
    Filer's total
    $0 + $598,827 related
  • James Proctor

    TREASURER/DIRECTOR

    Total calculated
    $660,598
    From this org
    $0
    From related orgs
    $543,172
    Other
    $117,426
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $453,923 related
    Bonus
    $0 + $62,880 related
    Other
    $0 + $26,369 related
    Deferred
    $0 + $80,888 related
    Nontaxable benefits
    $0 + $36,538 related
    Filer's total
    $0 + $660,598 related
  • Reginald Coopwood MD

    PRESIDENT/DIRECTOR

    Total calculated
    $1,460,782
    From this org
    $0
    From related orgs
    $1,230,066
    Other
    $230,716
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $982,820 related
    Bonus
    $0 + $196,431 related
    Other
    $0 + $50,815 related
    Deferred
    $0 + $188,830 related
    Nontaxable benefits
    $0 + $41,886 related
    Filer's total
    $0 + $1,460,782 related
  • Robert Shannon

    Director

    Total calculated
    $0
    Hours/week
    1 + 40 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)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
A number of individuals listed in Schedule J participated in a SERP plan during the year and received SERP benefits as follows: Reginald Coopwood received $172,536; Imad Abdullah received $47,802; Jim Proctor received $52,620.

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.

Related corporations and trusts

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

  • Regional One Properties Inc

    C Corporation · Holds title to and leases property · TN · 0% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by Shelby County Health Care Corporation

  • REGIONAL ONE HEALTH INNOVATIONS INC

    C Corporation · Marketing and Investing · TN · 0% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by Shelby County Health Care Corporation

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202511269349301336

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