Form 990 for tax year 2023
Filed by FOUNDATION FOR A HEALTHY OKLAHOMA.
Totals
- Total revenue
- $723,918
- Total expenses
- $781,905
- Contributions and grants received
- $127,000
- Grants paid
- $0
- Program service revenue
- $596,918
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $303,381
- Total liabilities, end of year
- $3,075,566
- Net assets or fund balances, end of year
- -$2,772,185
- Program services expenses (Part IX)
- $733,403
- Management and general expenses
- $48,502
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $733,403
Program services were 93.8% 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.
-
1f · All other contributions, gifts and grants
$127,000
-
2a · Program service revenue: Convention/Trade Shows
total $196,078 · related or exempt $196,078
-
2b · Program service revenue: Member Education Fees
total $193,617 · related or exempt $193,617
-
2c · Program service revenue: Rental income affiliat
total $189,600 · related or exempt $189,600
-
2d · Program service revenue: CareLearning
total $15,242 · related or exempt $15,242
-
2f · All other program service revenue
total $2,381 · related or exempt $2,381
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $184,242 · program services $156,465 · management and general $27,777
-
8 · Pension plan contributions
total $8,681 · program services $7,372 · management and general $1,309
-
9 · Other employee benefits
total $16,572 · program services $14,074 · management and general $2,498
-
10 · Payroll taxes
total $13,779 · program services $11,702 · management and general $2,077
-
11c · Fees: accounting
total $5,824 · program services $5,824
-
13 · Office expenses
total $21,491 · program services $21,491
-
14 · Information technology
total $6,087 · management and general $6,087
-
16 · Occupancy
total $27,865 · program services $23,771 · management and general $4,094
-
17 · Travel
total $1,062 · program services $1,062
-
19 · Conferences, conventions and meetings
total $15 · program services $15
-
22 · Depreciation, depletion and amortization
total $11,420 · program services $9,798 · management and general $1,622
-
23 · Insurance
total $21,393 · program services $18,355 · management and general $3,038
-
24a · Other expenses: Production
total $358,536 · program services $358,536
-
24b · Other expenses: Speaker Fees
total $65,049 · program services $65,049
-
24c · Other expenses: Repairs and Maintenance
total $36,772 · program services $36,772
-
24e · All other expenses
total $3,117 · program services $3,117
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year -$51,176 · end of year -$78,859
-
4 · Accounts receivable
beginning of year $72,275 · end of year $95,648
-
9 · Prepaid expenses and deferred charges
beginning of year $22,904 · end of year $112,166
-
10a · Land, buildings and equipment: cost or other basis
$1,226,419
-
10b · Land, buildings and equipment: accumulated depreciation
$1,052,093
-
10c · Land, buildings and equipment, net
beginning of year $175,932 · end of year $174,326
-
15 · Other assets
beginning of year $100 · end of year $100
-
17 · Accounts payable and accrued expenses
beginning of year $10,779 · end of year $15,951
-
19 · Deferred revenue
beginning of year $17,570 · end of year $42,245
-
21 · Escrow or custodial account liability
beginning of year $79,994 · end of year $86,977
-
25 · Other liabilities
beginning of year $3,036,411 · end of year $2,930,393
-
27 · Net assets without donor restrictions
beginning of year -$2,924,719 · end of year -$2,772,185
Mission and programs · 2023
Mission
The mission of the Oklahoma Hospital Education and Research Institute is exclusively for charitable, educational, and scientific purposes. The activities of the Corporation may include: (A) Promoting the good health and welfare (continued on Schedule O)
Activities or mission (Part I)
Improve hospital and out-patient services through education and research activities.
-
Educational activities and technical assistance provided to members including conferences, workshops, web-based seminars, and an annual convention that promote the public's health and well-being.
Expenses $733,403 · Revenue $596,918
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Patricia D Davis
OHA President and CEO until June
- Total calculated
- $412,737
- From this org
- $0
- From related orgs
- $393,358
- Other
- $19,379
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $254,170 related
- Bonus
- $0 + $91,450 related
- Other
- $0 + $47,738 related
- Deferred
- $0 + $9,900 related
- Nontaxable benefits
- $0 + $10,432 related
- Filer's total
- $0 + $413,690 related
-
Richard Rasmussen
OHA President and CEO as of June
- Total calculated
- $259,119
- From this org
- $0
- From related orgs
- $235,253
- Other
- $23,866
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $235,253 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $1,419 related
- Nontaxable benefits
- $0 + $23,453 related
- Filer's total
- $0 + $260,125 related
-
Tammy Powell
Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Denise Webber
Chair Elect
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jay Johnson
Immediate Past Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Daryle Voss - At Large
Exec Comm Mbr/SE Region Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Pamela Wells
OHA VP/CFO
- Total calculated
- $234,840
- From this org
- $0
- From related orgs
- $207,057
- Other
- $27,783
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $180,561 related
- Bonus
- $0 + $23,504 related
- Other
- $0 + $2,992 related
- Deferred
- $0 + $13,114 related
- Nontaxable benefits
- $0 + $16,641 related
- Filer's total
- $0 + $236,812 related
-
Richard Snyder
Former officer
- Total calculated
- $335,005
- From this org
- $0
- From related orgs
- $335,005
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $335,005 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $335,005 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 3
- Patricia D. Davis and Richard Rasmussen, President and CEOs during the year, are compensated by Oklahoma Hospital Association, a related organization. The related organization uses one or more of the methods on Part I, line 3 to determine compensation.
- Part I, Line 4b
- The following individual participated in the Organization's 457(f) nonqualified deferred compensation plan. Part II, column B (iii) Part II, column C Patricia Davis 18,332 Richard Snyder 335,005 Richard Rasmussen 1,419 Pam Wells 6,886
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.
-
501(c)(4) · Healthcare · OK
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.
-
OHA Insurance Agency Inc
C · Insurance · OK
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443129349304509
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