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Nonprofiteer
← WESTERN RESERVE HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by WESTERN RESERVE HEALTH FOUNDATION.

Totals

Total revenue
$632,236
Total expenses
$849,157
Contributions and grants received
$7,864
Grants paid
$664,653
Program service revenue
$0
Investment income
$624,372
Other revenue
$0
Total assets, end of year
$15,512,762
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$15,512,762
Program services expenses (Part IX)
$762,648
Management and general expenses
$86,509
Fundraising expenses
$0
Program service expenses (Part III)
$762,648

Program services were 89.8% 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

    $7,864

  • 3 · Investment income

    total $379,664 · excluded $379,664

  • 7a · Gross sales of assets other than inventory

    securities $7,150,208

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

    securities $6,905,500

  • 7c · Gain or loss

    securities $244,708

  • 7d · Net gain or loss

    total $244,708 · excluded $244,708

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $664,653 · program services $664,653

  • 11f · Fees: investment management

    total $86,509 · management and general $86,509

  • 21 · Payments to affiliates

    total $97,995 · program services $97,995

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $130,573 · end of year $1,460

  • 11 · Investments: publicly traded securities

    beginning of year $19,069,883 · end of year $15,511,302

  • 28 · Net assets with donor restrictions

    beginning of year $19,200,456 · end of year $15,512,762

Mission and programs · 2022

Mission

THE PURPOSE OF THE FOUNDATION IS TO CARRY OUT THE CHARITABLE ACTIVITIES OF THE COMMUNITY FOUNDATION OF THE MAHONING VALLEY RELATED TO OR IN PROMOTION OF HEALTH CARE SERVICES OR HEALTH CARE EDUCATION IN YOUNGSTOWN OR MAHONING COUNTY.

  • THE PURPOSE OF THE WESTERN RESERVE HEALTH FOUNDATION IS TO CARRY OUT THE CHARITABLE ACTIVITIES OF THE COMMUNITY FOUNDATION OF THE MAHONING VALLEY RELATED TO OR IN PROMOTION OF HEALTH CARE SERVICES OR HEALTH CARE EDUCATION IN YOUNGSTOWN OR MAHONING COUNTY.

    Expenses $762,648 · Grants $664,653

As filed on the 2022 return.

Listed in Part VII

  • Phillip Dennison

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Jeff Heintz

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Doris Bullock

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Leigh Greene

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Benjamin McGee

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dr Michael Miladore

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Scott Schulick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lou Dipaolo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Denise Bayer

    TRUSTEE

    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.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

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
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202323149349300137

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

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