Skip to content
Nonprofiteer
← OHCA EDUCATIONAL FOUNDATION

Form 990 for tax year 2023

Filed by OHCA EDUCATIONAL FOUNDATION.

Totals

Total revenue
$1,801,684
Total expenses
$1,801,579
Contributions and grants received
$522,552
Grants paid
$230,962
Program service revenue
$1,151,071
Investment income
$124,211
Other revenue
$3,850
Total assets, end of year
$5,119,701
Total liabilities, end of year
$1,081,527
Net assets or fund balances, end of year
$4,038,174
Program services expenses (Part IX)
$1,737,619
Management and general expenses
$53,995
Fundraising expenses
$9,965
Program service expenses (Part III)
$1,737,619

Program services were 96.4% 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

    $522,552

  • 2a · Program service revenue: EDUCATION

    total $881,162 · related or exempt $881,162

  • 2b · Program service revenue: MEMBERSHIP SERVICES

    total $269,909 · related or exempt $269,909

  • 3 · Investment income

    total $124,211 · excluded $124,211

  • 5 · Royalties

    total $3,850 · excluded $3,850

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $230,962 · program services $230,962

  • 7 · Other salaries and wages

    total $8,739 · program services $8,739

  • 11f · Fees: investment management

    total $31,632 · management and general $31,632

  • 13 · Office expenses

    total $7,435 · program services $7,435

  • 14 · Information technology

    total $4,917 · program services $4,917

  • 17 · Travel

    total $98 · program services $98

  • 19 · Conferences, conventions and meetings

    total $485,306 · program services $485,306

  • 24a · Other expenses: EDUCATION

    total $1,000,162 · program services $1,000,162

  • 24b · Other expenses: MANAGEMENT & GENERAL

    total $22,363 · management and general $22,363

  • 24c · Other expenses: FUNDRAISING

    total $9,965 · fundraising $9,965

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,070,639 · end of year $665,694

  • 2 · Savings and temporary cash investments

    beginning of year $145,321 · end of year $224,837

  • 3 · Pledges and grants receivable

    beginning of year $20,000 · end of year $10,000

  • 4 · Accounts receivable

    beginning of year $10,045 · end of year $36,842

  • 9 · Prepaid expenses and deferred charges

    beginning of year $20,318 · end of year $72,939

  • 11 · Investments: publicly traded securities

    beginning of year $3,514,663 · end of year $4,109,389

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,303 · end of year $8,537

  • 19 · Deferred revenue

    beginning of year $64,637 · end of year $40,502

  • 25 · Other liabilities

    beginning of year $1,123,858 · end of year $1,032,488

  • 27 · Net assets without donor restrictions

    beginning of year -$1,006,258 · end of year $96,022

  • 28 · Net assets with donor restrictions

    beginning of year $4,591,446 · end of year $3,942,152

Mission and programs · 2023

Mission

CARRY OUT THE EDUCATIONAL PURPOSES OF THE OHIO HEALTH CARE ASSOCIATION

  • EDUCATIONAL PROGRAMS IN HEALTH CARE. THE FOUNDATION OFFERED 97 WEBINARS WITH 3537 PARTICIPANTS AND 52 LIVE PROGRAMS WITH 2142 PARTICIPANTS.

    Expenses $1,000,162 · Revenue $881,162

  • ANNUAL CONVENTION - EDUCATION FOR THE BENEFIT OF HEALTH CARE FACILITIES AND THEIR EMPLOYEES. CONVENTION OFFERED 91 EDUCATIONAL SESSIONS FOR 1657 PARTICIPANTS, 1088 EXHIBIT BOOTH PERSONNEL AND 304 EXHIBIT BOOTHS.

    Expenses $485,306 · Revenue $269,909

  • PROVIDE SCHOLARSHIPS TO STUDENTS INTERESTED IN HEALTH CARE. IN 2023, THE FOUNDATION ISSUED 74 SCHOLARSHIPS FOR INDIVIDUALS TO ATTEND HEALTH PROFESSIONS SCHOOLS AND 7 CERTIFICATION SCHOLARSHIPS.

    Expenses $252,151 · Grants $230,962

As filed on the 2023 return.

Listed in Part VII

  • Peter Van Runkle

    EXECUTIVE DIRECTOR

    Total calculated
    $337,547
    From this org
    $0
    From related orgs
    $310,239
    Other
    $27,308
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,739 related
    Bonus
    $0 + $20,500 related
    Other
    $0 + $9,000 related
    Deferred
    $0 + $17,115 related
    Nontaxable benefits
    $0 + $10,193 related
    Filer's total
    $0 + $337,547 related

  • Bert Macqueen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Monroe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jill Herron

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Jon Hoffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathie Will

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenn Daily

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Paige Powell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Coury

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Will Levering

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Levering

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jamie Brose

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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.

  • OHIO HEALTH CARE ASSOCIATION

    501(C)(6) · PROVIDE PROFESSIONAL & TECHNICAL LEADERSHIP TO HEALTH CARE ASSOCIATIONS · OH

  • 55 GREEN MEADOWS DRIVE SOUTH

    501(C)(4) · PROMOTE SOCIAL WELFARE BY PROVIDING EDUCATION REGARDING SENIOR CARE · OH

    Directly controlled by OHIO HEALTH CARE ASSOCIATION

  • OHIO HEALTH CARE ASSOCIATION PAC

    527 · TO CARRY OUT THE ADVOCACY PURPOSES OF THE OHIO HEALTH CARE ASSOCIATION · OH

    Directly controlled by OHIO HEALTH CARE ASSOCIATION

Provenance

Return type
form_990
Tax year
2023
Filed
13 September 2024
IRS schema version
2023v5.1
Source object
202432619349301028

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.