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Nonprofiteer
← SOUTHERN OHIO MEDICAL CENTER

Form 990 for tax year 2023

Filed by SOUTHERN OHIO MEDICAL CENTER.

Totals

Total revenue
$962,038
Total expenses
$332,059
Contributions and grants received
$2,267,015
Grants paid
$309,295
Program service revenue
$0
Investment income
$185,741
Other revenue
-$1,490,718
Total assets, end of year
$7,227,409
Total liabilities, end of year
$205,601
Net assets or fund balances, end of year
$7,021,808
Program services expenses (Part IX)
$309,295
Management and general expenses
$0
Fundraising expenses
$22,764
Program service expenses (Part III)
$309,295

Program services were 93.1% 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

    $2,267,015

  • 3 · Investment income

    total $236,768 · excluded $236,768

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

    securities $51,027

  • 7c · Gain or loss

    securities -$51,027

  • 7d · Net gain or loss

    total -$51,027 · excluded -$51,027

  • 8a · Fundraising events: gross income

    $229,965

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

    $2,267,015

  • 8b · Fundraising events: direct expenses

    $1,766,580

  • 8c · Net income from fundraising events

    total -$1,536,615 · excluded -$1,536,615

  • 11a · Other revenue: VENDING COMMISSION

    total $45,897 · excluded $45,897

  • 11e · Other revenue, total

    $45,897

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $297,295 · program services $297,295

  • 2 · Grants to domestic individuals

    total $12,000 · program services $12,000

  • 11g · Fees: other

    total $16,761 · fundraising $16,761

  • 24a · Other expenses: PROVISION FOR BAD DEBTS

    total $6,003 · fundraising $6,003

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $540,645 · end of year $431,189

  • 2 · Savings and temporary cash investments

    beginning of year $1,231,371 · end of year $1,529,241

  • 4 · Accounts receivable

    beginning of year $233,251 · end of year $518,006

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,073 · end of year $20,884

  • 11 · Investments: publicly traded securities

    beginning of year $4,272,404 · end of year $4,728,089

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,468 · end of year $696

  • 19 · Deferred revenue

    beginning of year $84,500 · end of year $91,263

  • 25 · Other liabilities

    beginning of year $145,659 · end of year $113,642

  • 27 · Net assets without donor restrictions

    beginning of year $6,011,808 · end of year $6,975,954

  • 28 · Net assets with donor restrictions

    beginning of year $42,309 · end of year $45,854

Mission and programs · 2023

Mission

OUR MISSION IS TO MAKE A DIFFERENCE BY IDENTIFYING THE COMMUNITY'S HEALTH AND WELLNESS NEEDS WHILE BRIDGING THE GAP BETWEEN THOSE NEEDS AND THE COST OF THE SOLUTIONS. THE SOMC DEVELOPMENT FOUNDATION ENCOMPASSES FUNDRAISING EFFORTS FOR HOSPICE, CANCER, EMPLOYEE RELIEF, HEART & VASCULAR, PEDIATRICS, COMMUNITY HEALTH AND WELLNESS, THE ENDOWMENT FUND AND THE AREAS OF GREATEST NEED. THESE FUNDS GENERATE MUCH NEEDED SUPPORT AND ENABLE SOMC TO CONTINUALLY DELIVER EXTRAORDINARY CARE FOR FUTURE GENERATIONS TO COME. WE CONSIDER IT OUR RESPONSIBILITY TO SERVE OUR COMMUNITY, AND WE TAKE PRIDE IN DOING SO.

Activities or mission (Part I)

SOMC DEVELOPMENT FOUNDATION IS AN ORGANIZATION CONSISTING OF VOLUNTEER AMBASSADORS OF SERVICE AND PERFORMING FUNDRAISING FOR THE BENEFIT OF SOUTHERN OHIO MEDICAL CENTER (SOMC) OF PORTSMOUTH, OHIO ("SOUTHERN OHIO MEDICAL CENTER"), AN OHIO CHARITABLE NON-PROFIT CORPORATION, AND THE PATIENTS IT SERVES. SOMC DEVELOPMENT FOUNDATION ASSISTS SOMC IN PROMOTING THE HEALTH AND WELFARE OF THE COMMUNITY IN ACCORDANCE WITH THE OBJECTIVES ESTABLISHED BY THE GOVERNING BOARD OF TRUSTEES OF SOMC. SOMC DEVELOPMENT FOUNDATION SHALL BE A FUNDRAISING ORGANIZATION AND THE FUNDS RAISED SHALL BE GIVEN EXCLUSIVELY TO SOUTHERN OHIO MEDICAL CENTER. OTHER CHARITIES ARE NOT ELIGIBLE TO BENEFIT FROM FUNDS RAISED BY SOMC DEVELOPMENT FOUNDATION, UNLESS APPROVED BY THE SOUTHERN OHIO MEDICAL CENTER GOVERNING BOARD. THE SOMC DEVELOPMENT FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES AS SET FORTH IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954.

  • WHAT WE DO:THE FUNDRAISING EFFORTS OF THE SOMC DEVELOPMENT FOUNDATION ARE TO HELP SUPPORT HEALTH INITIATIVES AT SOUTHERN OHIO MEDICAL CENTER. SUPPORT RANGES FROM THE PURCHASE OF NEW EQUIPMENT, UPGRADES IN TECHNOLOGY, AND ENHANCING FACILITIES AS WELL AS OTHER PROJECTS THAT ENABLE SOMC TO RESPOND TO NEEDS AS THEY ARISE.WE'RE HERE TO MAKE A DIFFERENCE IN OUR COMMUNITY BY ENHANCING HEALTHCARE SERVICES. WE PROVIDE MUCH NEEDED RESOURCES THAT WILL HELP SUSTAIN THE HEALTH CARE NEEDS OF COMMUNITY MEMBERS.SUPPORTED PROJECTS: CELL PHONE CHARGING STATION FOR HEART AND VASCULAR LOBBY SHAWNEE OHIO RIVER PLAYGROUND & FITNESS AREA RECUMBENT CROSS TRAINER BIKE FOR CARDIAC REHAB RECUMBENT CROSS TRAINER BIKES FOR PORTSMOUTH AND WHEELERSBURG LIFE CENTERS BICYCLE RACKS FOR LUCASVILLE AND WHEELERSBURG LIFE CENTERS LIFE VESTS FOR HEART AND VASCULAR PATIENTS SUPPORT OF LOCAL CAMP FOR JUVENILE DIABETES PATIENTS, EDUCATIONAL BEARS, TRAVEL KITS FOR SCHOOLS, AND BOOKS FOR THE SOMC COMMUNITY HEALTH LIBRARY. PERSONAL HYGIENE ITEMS AND TOILETRY BAGS FOR LOCAL STUDENTSGUILDS OF SOMC:THE GUILDS AT SOUTHERN OHIO MEDICAL CENTER SHARE A COMMON GOAL - TO SUPPORT THE NEEDS OF THE PATIENTS, AS WELL AS THE HOSPITAL'S BENEFICIAL PROGRAMS THROUGH FUNDRAISING EFFORTS. THEY HAVE STILL STRIVED TO SERVE IN AS MANY WAYS A POSSIBLE. THE GUILDS OPERATE TO ADVANCE THE MISSION OF SOMC. THE MEN AND WOMEN OF SOMC'S GUILDS ARE TRULY EXTRAORDINARY INDIVIDUALS WHO MAKE A DIFFERENCE FOR THE SOMC PATIENTS, FAMILIES AND STAFF OF SOUTHERN OHIO MEDICAL CENTER. THIS YEAR, THE SUPPORT OF THE GUILDS ALLOWED SOMC TO PURCHASE ITEMS, SUCH AS ABR HEARING SYSTEM, HEMMORRAHAGE CART, EYE SPOT VISION SCANNERS , VEIN PROBE, ORAL THERMOMETER, PULSEOXIMETER, DISP STETHOSCOPE AND, WHEELCHAIR. THEY ALSO MADE DONATIONS TO THE HOSPICE HOUSE, MATERNITY, OB, AND PEDIATRICS. SOMC IS SUPPORTED BY A TOTAL OF SIX GUILDS: THE HOPE GUILD, THE KARDIAGUILD, THE PEDIATRIC GUILD, THE PLEASURE GUILD, THE SCIOTO GUILD, AND THE SERVICE GUILDS OF SOMC WITH A TOTAL OF 83 MEMBERS.REVENUE FROM GUILD ACTIVITY: $92,549DONATIONS MADE: $71,568

    Expenses $309,295 · Grants $309,295

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dr Vincent Scarpinatomd

    DIRECTOR-PHYSICIAN

    Total calculated
    $696,950
    From this org
    $0
    From related orgs
    $635,587
    Other
    $61,363
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,771 related
    Bonus
    $0 + $65,920 related
    Other
    $0 + $22,896 related
    Deferred
    $0 + $30,668 related
    Nontaxable benefits
    $0 + $30,695 related
    Filer's total
    $0 + $696,950 related

  • Randal Arnett

    DIRECTOR-RETIRED PRES&CEO-SOMC

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • David Fowler

    CHAIRMAN OF THE BOARD

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • Gary Duzan

    VICE CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • Stephanie Gilllum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Sandy Cable

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Matt Setters

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Maureen Coburn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Robert R Dever

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 2 related

  • Amy Hawk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Nancy Hawk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • William McKinley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Dart Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Benjamin L Gill

    PRESIDENT & CEO-SOMC

    Total calculated
    $947,658
    From this org
    $0
    From related orgs
    $724,555
    Other
    $223,103
    Hours/week
    0.1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $623,104 related
    Bonus
    $0 + $77,643 related
    Other
    $0 + $23,808 related
    Deferred
    $0 + $193,177 related
    Nontaxable benefits
    $0 + $29,926 related
    Filer's total
    $0 + $947,658 related

  • Kara Plummer

    VP OF FINANCE & CFO

    Total calculated
    $483,531
    From this org
    $0
    From related orgs
    $378,256
    Other
    $105,275
    Hours/week
    0.1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,838 related
    Bonus
    $0 + $40,856 related
    Other
    $0 + $18,562 related
    Deferred
    $0 + $75,835 related
    Nontaxable benefits
    $0 + $29,440 related
    Filer's total
    $0 + $483,531 related

  • Vicki A Noel

    VP HR & ORG DEVELOPMENT

    Total calculated
    $463,416
    From this org
    $0
    From related orgs
    $322,512
    Other
    $140,904
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,726 related
    Bonus
    $0 + $35,189 related
    Other
    $0 + $9,597 related
    Deferred
    $0 + $103,319 related
    Nontaxable benefits
    $0 + $37,585 related
    Filer's total
    $0 + $463,416 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)

PART I, LINE 4B
THE ORGANIZATION MADE CONTRIBUTIONS TO A SERP FOR THE FOLLOWING INDIVIDUALS LISTED ON PAGE 7 OF FORM 990: BENJAMIN GILL: $170,077 VICKI NOEL: $77,088 KARA PLUMMER: $59,335 THE SERP PLAN IS AVAILABLE ONLY TO INDIVIDUALS WHO HAVE HELD AN EXECUTIVE POSITION FOR ONE YEAR. THE SERP WILL VEST UPON THE OCCURRENCE OF THE FOLLOWING EVENTS: - THE DATE OF THE EXECUTIVE'S DEATH - THE DATE THE EXECUTIVE BECOMES TOTALLY DISABLED - THE DATE A CHANGE OF CONTROL OCCURS - THE EXECUTIVE REACHING THE AGE OF 60 YEARS IF AN EXECUTIVE SEVERS EMPLOYMENT OR IS TERMINATED, A NONCOMPETE AGREEMENT IS IN PLACE FOR 2 YEARS. THE EXECUTIVE FORFEITS ANY SERP PAYMENTS IF HE/SHE DOES NOT CONFORM TO THE NONCOMPETE AGREEMENT. THE EXECUTIVE MUST HAVE FIVE YEARS OF SERP SERVICE BEFORE ENDING THE EMPLOYMENT IN ORDER TO VEST. THE SERP CONTRIBUTIONS LISTED ABOVE ARE INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN C. NONE OF THE INDIVIDUALS LISTED ON PAGE 7 OF FORM 990, RECEIVED A VESTED SERP PAYMENT DURING THE CALENDAR YEAR. THE PAY OUT IS INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN B(III). SOUTHERN OHIO MEDICAL CENTER, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO A CERP (COMMUNITY EMERGENCY RESPONSE PLAN). THE CERP PROGRAM IS AN INCENTIVE PROGRAM FOR PHYSICIANS TO BE AVAILABLE ON CALL IN THE EVENT OF AN EMERGENCY. THE PHYSICIAN WILL VEST IN THE PLAN IF ANY OF THE FOLLOWING THREE CONDITIONS ARE MET: - PARTICIPATE IN THE CERP PROGRAM FOR 10 YEARS, IF ENTERED THE PLAN AFTER 2007 - REACH THE AGE OF 60 YEARS AFTER COMPLETING 20 YEARS OF SERVICE - REACH THE AGE OF 65 YEARS THE ORGANIZATION MADE CONTRIBUTIONS TO A CERP FOR THE FOLLOWING INDIVIDUALS LISTED ON PAGE 7 OF FORM 990: VINCENT SCARPINATO: $10,868 THE AMOUNT LISTED ABOVE IS INCLUDED IN COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN C. NONE OF THE INDIVIDUALS LISTED ON FORM 990, PART VII RECEIVED A VESTED CERP PAYMENT DURING THE CALENDAR YEAR. THE VESTED PAYMENT AMOUNTS LISTED ABOVE ARE REPORTED ON SCHEDULE J, PART II, COLUMN B(III).
PART I, LINE 3:
COMPENSATION PAID TO THE ORGANIZATION'S CEO IS ESTABLISHED BY A RELATED ORGANIZATION AND INCLUDES USE OF AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEYS, 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511359349304071

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