Form 990 for tax year 2022

Totals

Total revenue

$289,456

Total expenses

$527,731

Contributions and grants received

$36,063

Grants paid

$0

Program service revenue

$252,301

Investment income

$1,092

Other revenue

$0

Total assets, end of year

$7,795,725

Total liabilities, end of year

$3,179,149

Net assets or fund balances, end of year

$4,616,576

Program services expenses (Part IX)

$305,231

Management and general expenses

$163,918

Fundraising expenses

$58,582

Program service expenses (Part III)

$305,231

Program services were 57.8% 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.

Mission and programs · 2022

• THE FOUNDATION RECEIVES DESIGNATED MEMORIAL GIFTS, TO BE USED FOR EXPENSES OF HOSPICE PATIENTS WHO ARE SERVED BY THE HOLZER HOSPICE PROGRAM, AND FOR WHOSE CARE, REIMBURSEMENT MAY BE NON-EXISTENT. THESE FUNDS ARE USED TO COMPENSATE HOLZER MEDICAL CENTER BASED ON NON-REIMBURSED COSTS OR FOR OTHER EXPENDITURES NEEDED TO SUPPORT THE HOSPICE PROGRAM.IN 2023, $60,790.72 WAS UTILIZED FROM THE CELEBRITY DINNER FUND, $11,470.00 WAS UTILIZED FROM DANI'S ELF FUND, $3,711.58 WAS UTILIZED FROM HOSPITALITY FUND, $516.11 WAS UTILIZED FROM THE HOSPICE FUND, $432.00 WAS USED FROM HOLZER ASSISTED LIVING-G FUND, $489.73 WAS USED FROM HOLZER ASSISTED LIVING-J FUND, $1,864.66 WAS USED FROM HOLZER IN LIGHTS FUND, $7,260.00 WAS UTILIZED FROM THE PATIENT ROOM RENOVATION FUND, $1,000.00 WAS UTILIZED FROM THE SYCAMORE FUND AND $8,812.00 WAS UTILIZED FROM THE CANCER CENTER.

  Expenses $213,303

• THE HOLZER THERAPY AND WELLNESS CENTER IS A COMPREHENSIVE WELLNESS CENTER THAT OFFERS AN INTEGRATED PROGRAM OF TOTAL HEALTHCARE SERVICES INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH AND MASSAGE THERAPIES, INDIVIDUALIZED HEALTH RISK ASSESSMENTS AND SUPERVISED FITNESS PLANS. PERSONALIZED HEALTH ASSESSMENTS WILL BE PERFORMED FOR EACH ENROLLEE. PROGRAMMING GOES WELL BEYOND A TYPICAL FITNESS CENTER BY INCORPORATING THE EXPERTISE OF HEALTHCARE PROFESSIONALS PROVIDING THE MEDICAL FITNESS DIFFERENCE RESULTING IN A HEALTHIER AND BETTER-EDUCATED COMMUNITY. THE WELLNESS CENTER FEATURES INCLUDE:A WALKING/RUNNING TRACKSTATE-OF-THE-ART EXERCISE EQUIPMENTSAUNASHOWER AND LOCKER AREAVENDING SERVICESA MULTIPURPOSE MEETING ROOM FOR A VARIETY OF FITNESS CLASSES AND EDUCATIONAL PROGRAMS

  Expenses $91,928 · Revenue $252,301

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

Listed in Part VII

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

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.

• HOLZER HOSPITAL FOUNDATION

  501(C)(3) · HEALTH CARE · OH · controlled entity

  Directly controlled by HOLZER HEALTH SYSTEMS

• HOLZER MEDICAL CENTER - JACKSON

  501(C)(3) · HEALTH CARE · OH · controlled entity

  Directly controlled by HOLZER HEALTH SYSTEMS

• HOLZER HEALTH SYSTEMS

  501(C)(3) · MANAGEMENT SERVICES · OH

• HOLZER SENIOR CARE CENTER

  501(C)(3) · SKILLED NURSING FACILITY · OH · controlled entity

  Directly controlled by HOLZER HEALTH SYSTEMS

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.

Provenance

Return type

form_990

Tax year

2022

Filed

23 April 2024

IRS schema version

2022v5.0

Source object

202411209349300236

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