Totals
- Total revenue
- $9,710,436
- Total expenses
- $8,450,834
- Contributions and grants received
- $9,259,520
- Grants paid
- $4,954,855
- Program service revenue
- $0
- Investment income
- $414,773
- Other revenue
- $36,143
- Total assets, end of year
- $25,456,442
- Total liabilities, end of year
- $16,727,121
- Net assets or fund balances, end of year
- $8,729,321
- Program services expenses (Part IX)
- $7,751,639
- Management and general expenses
- $699,195
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,751,639
Program services were 91.7% 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
$97,657
-
1f · All other contributions, gifts and grants
$9,161,863
-
3 · Investment income
total $106,219 · excluded $106,219
-
7a · Gross sales of assets other than inventory
securities $308,554
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $308,554
-
7d · Net gain or loss
total $308,554 · excluded $308,554
-
8a · Fundraising events: gross income
$50,656
-
8a · Fundraising events: contributions included on line 1c
$97,657
-
8b · Fundraising events: direct expenses
$57,026
-
8c · Net income from fundraising events
total -$6,370 · excluded -$6,370
-
11a · Other revenue: JV INCOME
total $24,190 · related or exempt $24,190
-
11b · Other revenue: OTHER OPERATING INCOME
total $18,323 · related or exempt $18,323
-
11e · Other revenue, total
$42,513
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,954,855 · program services $4,954,855
-
11f · Fees: investment management
total $9,940 · program services $7,952 · management and general $1,988
-
11g · Fees: other
total $551,312 · program services $441,050 · management and general $110,262
-
24a · Other expenses: ALLOCATED SAL. & BEN.
total $2,934,727 · program services $2,347,782 · management and general $586,945
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $218,346 · end of year $466,980
-
3 · Pledges and grants receivable
beginning of year $7,269,820 · end of year $13,245,355
-
11 · Investments: publicly traded securities
beginning of year $4,433,144 · end of year $7,260,114
-
13 · Investments: program-related
beginning of year $2,273,940 · end of year $1,187,888
-
15 · Other assets
beginning of year $3,044,457 · end of year $3,296,105
-
17 · Accounts payable and accrued expenses
beginning of year $401,030 · end of year $360,996
-
25 · Other liabilities
beginning of year $9,682,137 · end of year $16,366,125
-
27 · Net assets without donor restrictions
beginning of year -$23,840,486 · end of year -$27,341,817
-
28 · Net assets with donor restrictions
beginning of year $30,997,026 · end of year $36,071,138
Mission and programs · 2023
Mission
UC HEALTH FOUNDATION IS THE FUNDRAISING ENTITY OF THE UC HEALTHCARE SYSTEM. OUR MISSION IS TO SUPPORT GROUNDBREAKING WORK THAT TAKES PLACE ACROSS THE ACADEMIC HEALTH CENTER TO PROVIDE THE BEST IN PREVENTION, TREATMENT, EDUCATION AND RESEARCH TO BENEFIT YOUR LIFE AND THE LIVES OF OUR PATIENTS.
-
ALL PROGRAM SERVICE EXPENSES ARE MADE TO OR FOR THE BENEFIT OF UC HEALTHCARE SYSTEM OR ITS RELATED ENTITIES, INCLUDING UC HEALTH, LLC; THE UNIVERSITY OF CINCINNATI MEDICAL CENTER, LLC; DANIEL DRAKE CENTER FOR POST-ACUTE CARE, LLC; WEST CHESTER HOSPITAL, LLC; AND UNIVERSITY OF CINCINNATI PHYSICIANS COMPANY, LLC.
Expenses $7,751,639 · Grants $4,954,855 · Revenue $42,513
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael A Thomas MDMICHAEL A THOMAS MD
TRUSTEE (START 4/24)
- Total calculated
- $498,992
- From this org
- $0
- From related orgs
- $470,885
- Other
- $28,107
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $447,373 related
- Bonus
- $0
- Other
- $0 + $23,512 related
- Deferred
- $0 + $28,050 related
- Nontaxable benefits
- $0 + $57 related
- Filer's total
- $0 + $498,992 related
-
Carrie HaydenCARRIE HAYDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ebow VroomEBOW VROOM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Gary JohnsGARY JOHNS
TRUSTEE (START 4/24)
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
John AllbrittinJOHN ALLBRITTIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn HollisterKATHRYN HOLLISTER
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Peter NiehoffPETER NIEHOFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Sara HyzduSARA HYZDU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Scott BristowSCOTT BRISTOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steve WanamakerSTEVE WANAMAKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tonia ElrodTONIA ELROD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Hugh R Hinds JrHUGH R HINDS JR
CFO/TREASURER/SECRETARY
- Total calculated
- $1,040,297
- From this org
- $0
- From related orgs
- $1,013,434
- Other
- $26,863
- Hours/week
- 2 + 58 related
Schedule J breakdown matched by us
- Base
- $0 + $679,673 related
- Bonus
- $0 + $239,859 related
- Other
- $0 + $93,902 related
- Deferred
- $0 + $6,546 related
- Nontaxable benefits
- $0 + $20,317 related
- Filer's total
- $0 + $1,040,297 related
-
Katrina EnglishKATRINA ENGLISH
INTERIM PRESIDENT
- Total calculated
- $779,183
- From this org
- $0
- From related orgs
- $740,996
- Other
- $38,187
- Hours/week
- 5 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $571,787 related
- Bonus
- $0 + $134,728 related
- Other
- $0 + $34,481 related
- Deferred
- $0 + $7,879 related
- Nontaxable benefits
- $0 + $30,308 related
- Filer's total
- $0 + $779,183 related
-
Jonathan AgreeJONATHAN AGREE
VP OF DEVELOPMENT
- Total calculated
- $202,893
- From this org
- $181,419
- From related orgs
- $0
- Other
- $21,474
- Hours/week
- 20
Schedule J breakdown matched by us
- Base
- $159,593
- Bonus
- $21,826
- Other
- $0
- Deferred
- $15,000
- Nontaxable benefits
- $6,474
- Filer's total
- $202,893
-
Emma LavertyEMMA LAVERTY
ASST VP. UCH CLINICAL PROGRAMS
- Total calculated
- $173,584
- From this org
- $142,274
- From related orgs
- $0
- Other
- $31,310
- Hours/week
- 30
Schedule J breakdown matched by us
- Base
- $130,374
- Bonus
- $11,900
- Other
- $0
- Deferred
- $12,920
- Nontaxable benefits
- $18,390
- Filer's total
- $173,584
-
Cynthia MooreCYNTHIA MOORE
EXEC DIR OF CORP FOUNDATION RELATIONS
- Total calculated
- $170,112
- From this org
- $151,048
- From related orgs
- $0
- Other
- $19,064
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,848
- Bonus
- $18,200
- Other
- $0
- Deferred
- $9,282
- Nontaxable benefits
- $9,782
- Filer's total
- $170,112
-
Laureen McCorkleLAUREEN MCCORKLE
ASSOCIATE VP OF DEVELOPMENT
- Total calculated
- $132,590
- From this org
- $112,455
- From related orgs
- $0
- Other
- $20,135
- Hours/week
- 20
Schedule J breakdown matched by us
- Base
- $101,205
- Bonus
- $11,250
- Other
- $0
- Deferred
- $9,158
- Nontaxable benefits
- $10,977
- Filer's total
- $132,590
-
Heather SherwoodHEATHER SHERWOOD
DIRECTOR OF DEVELOPMENT, UCGNI
- Total calculated
- $132,507
- From this org
- $108,129
- From related orgs
- $0
- Other
- $24,378
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $107,822
- Bonus
- $307
- Other
- $0
- Deferred
- $10,658
- Nontaxable benefits
- $13,720
- Filer's total
- $132,507
-
Peter LandgrenPETER LANDGREN
FORMER PRESIDENT (END 8/21)
- Total calculated
- $119,860
- From this org
- $109,866
- From related orgs
- $0
- Other
- $9,994
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $109,866
- Bonus
- $0
- Other
- $0
- Deferred
- $6,000
- Nontaxable benefits
- $3,994
- Filer's total
- $119,860
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:
- THE TOTAL COMPENSATION FOR PETER LANDGREN, THE ORGANIZATION'S PRESIDENT UNTIL 8/21, WAS DETERMINED BY UC FOUNDATION, AN UNRELATED ORGANIZATION. UC FOUNDATION THEN BILLED UC HEALTH FOUNDATION FOR THE PORTION OF HIS TIME SPENT ON TASKS RELATED TO UC HEALTH FOUNDATION.
- PART I, LINE 4B:
- CERTAIN EXECUTIVES HAVE ARRANGEMENTS WHICH PROVIDE FOR SUPPLEMENTAL RETIREMENT BENEFITS AS DESCRIBED IN IRC SEC. 457(F). THE FOLLOWING IS A LISTING OF OFFICERS AND KEY EMPLOYEES THAT RECEIVED A PAYMENT UNDER UC HEALTH'S IRC SEC. 457(F) PLAN DURING THE YEAR (THESE AMOUNTS ARE INCLUDED IN THE TOTAL FOR SCHEDULE J, PART II, COLUMN B(III)): NO INDIVIDUALS RECEIVED A PAYMENT UNDER UC HEALTH'S IRC SEC. 457(F) PLAN DURING THE YEAR.
- FORM 990, PART VII, SECTION A, LINE 5 AND SCHEDULE J:
- THE FOLLOWING INDIVIDUALS WERE PAID BY AN UNRELATED ORGANIZATION, UNIVERSITY OF CINCINNATI FOUNDATION, FOR THEIR SERVICES TO UC HEALTH FOUNDATION: 1. JONATHAN AGREE, VP OF DEVELOPMENT: $202,893 2. EMMA LAVERTY, ASSISTANT VP OF UCH CLINICAL PROGRAMS: $173,584 3. CYNTHIA MOORE, EXECUTIVE DIRECTOR OF CORPORATE FOUNDATION RELATIONS: $170,112 4. LAUREEN MCCORKLE, ASSOCIATE VP OF DEVELOPMENT: $132,590 5. HEATHER SHERWOOD, DIRECTOR OF DEVELOPMENT, UCGNI: $132,507 PETER LANDGREN, FORMER PRESIDENT UNTIL 8/21, WAS PAID BY AN UNRELATED ORGANIZATION FOR HIS SERVICES TO UC HEALTH FOUNDATION. THE COMPENSATION OF $119,860 WAS PAID TO PETER LANDGREN BY THE UNIVERSITY OF CINCINNATI FOUNDATION.
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
-
$4,954,855
GENERAL SUPPORT
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)(3) · HEALTH CARE SERVICES · OH
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 partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
PARTNERSHIP FOR UC HEALTH NEUROSCIENCE EXCELLENCE LLC
RELATED · HEALTH CARE SERVICES · OH · 5% owned · share of income $13,958
Directly controlled by UC HEALTH LLC
-
UCMC NMTC LLC
RELATED · HEALTH CARE SERVICES · OH · 5% owned · share of income $10,232 · share of assets $1,187,888
Directly controlled by UC HEALTH LLC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
UC HEALTH ASSURANCE COMPANY
C · CAPTIVE INSURANCE · CJ
-
MIDWEST LAUNDRY INC
C · COMMERCIAL LAUNDRY · OH
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531339349304018
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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