Form 990 for tax year 2023
Filed by ATRIUM MEDICAL CENTER FOUNDATION.
Totals
- Total revenue
- $3,566,990
- Total expenses
- $2,153,682
- Contributions and grants received
- $1,891,113
- Grants paid
- $851,095
- Program service revenue
- $0
- Investment income
- $1,549,838
- Other revenue
- $126,039
- Total assets, end of year
- $31,743,565
- Total liabilities, end of year
- $1,367,968
- Net assets or fund balances, end of year
- $30,375,597
- Program services expenses (Part IX)
- $1,144,620
- Management and general expenses
- $357,210
- Fundraising expenses
- $651,852
- Program service expenses (Part III)
- $1,144,620
Program services were 53.1% 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.
-
1a · Federated campaigns
$10,416
-
1c · Fundraising events
$56,917
-
1f · All other contributions, gifts and grants
$1,823,780
-
1g · Noncash contributions included above
$266,123
-
3 · Investment income
total $370,636 · excluded $370,636
-
6a · Gross rents
real property $134,922
-
6b · Less rental expenses
real property $8,674
-
6c · Rental income or loss
real property $126,248
-
6d · Net rental income or loss
total $126,248 · excluded $126,248
-
7a · Gross sales of assets other than inventory
securities $13,577,605
-
7b · Less cost or other basis and sales expenses
securities $12,398,403
-
7c · Gain or loss
securities $1,179,202
-
7d · Net gain or loss
total $1,179,202 · excluded $1,179,202
-
8a · Fundraising events: gross income
$6,450
-
8a · Fundraising events: contributions included on line 1c
$56,917
-
8b · Fundraising events: direct expenses
$6,659
-
8c · Net income from fundraising events
total -$209 · excluded -$209
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $806,487 · program services $806,487
-
2 · Grants to domestic individuals
total $44,608 · program services $44,608
-
5 · Compensation of officers, directors and key employees
total $254,482 · program services $63,621 · management and general $63,621 · fundraising $127,240
-
7 · Other salaries and wages
total $503,013 · program services $125,753 · management and general $125,753 · fundraising $251,507
-
8 · Pension plan contributions
total $8,461 · program services $2,115 · management and general $2,115 · fundraising $4,231
-
9 · Other employee benefits
total $36,467 · program services $9,117 · management and general $9,117 · fundraising $18,233
-
10 · Payroll taxes
total $38,434 · program services $9,609 · management and general $9,609 · fundraising $19,216
-
11b · Fees: legal
total $2,740 · program services $685 · management and general $685 · fundraising $1,370
-
11c · Fees: accounting
total $137 · program services $34 · management and general $34 · fundraising $69
-
11f · Fees: investment management
total $37,716 · management and general $37,716
-
11g · Fees: other
total $71,176 · program services $17,794 · management and general $17,794 · fundraising $35,588
-
12 · Advertising and promotion
total $53,481 · program services $13,370 · management and general $13,370 · fundraising $26,741
-
13 · Office expenses
total $6,403 · program services $1,601 · management and general $1,601 · fundraising $3,201
-
14 · Information technology
total $12,811 · program services $3,203 · management and general $3,203 · fundraising $6,405
-
16 · Occupancy
total $25,969 · management and general $25,969
-
17 · Travel
total $10,101 · program services $2,525 · management and general $2,525 · fundraising $5,051
-
22 · Depreciation, depletion and amortization
total $7,414 · program services $1,854 · management and general $1,854 · fundraising $3,706
-
24a · Other expenses: SPECIAL EVENTS
total $64,804 · fundraising $64,804
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $36,149 · program services $9,037 · management and general $9,037 · fundraising $18,075
-
24c · Other expenses: TRAINING & EDUCATION
total $6,205 · program services $1,551 · management and general $1,551 · fundraising $3,103
-
24d · Other expenses: DUES & SUBSCRIPTIONS
total $5,139 · program services $1,285 · management and general $1,285 · fundraising $2,569
-
24e · All other expenses
total $121,485 · program services $30,371 · management and general $30,371 · fundraising $60,743
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $314,545 · end of year $148,051
-
3 · Pledges and grants receivable
beginning of year $545,957 · end of year $594,867
-
10a · Land, buildings and equipment: cost or other basis
$3,285,349
-
10b · Land, buildings and equipment: accumulated depreciation
$55,869
-
10c · Land, buildings and equipment, net
beginning of year $3,251,359 · end of year $3,229,480
-
11 · Investments: publicly traded securities
beginning of year $17,196,446 · end of year $20,878,215
-
12 · Investments: other securities
beginning of year $7,281,655 · end of year $6,883,853
-
15 · Other assets
beginning of year $1,059,545 · end of year $9,099
-
17 · Accounts payable and accrued expenses
beginning of year $75,291 · end of year $83,328
-
25 · Other liabilities
beginning of year $986,766 · end of year $1,284,640
-
27 · Net assets without donor restrictions
beginning of year $9,773,476 · end of year $9,676,221
-
28 · Net assets with donor restrictions
beginning of year $18,813,974 · end of year $20,699,376
Mission and programs · 2023
Mission
TO DEVELOP CHARITABLE GIFTS AND RESOURCES DEDICATED TO BUILDING HEALTHIER COMMUNITIES IN SOUTHWEST OHIO.
Activities or mission (Part I)
SEE PART III, LINE 1
-
ATRIUM MEDICAL CENTER FOUNDATION PROVIDED $187,228 TOWARD ATRIUM'S MATERNAL HEALTH CLINIC, WHICH PROVIDES COMPREHENSIVE HEALTH CARE REGARDLESS OF OUR PATIENTS' FINANCIAL STATUS THROUGH HEALTH PREVENTION, ROUTINE EXAMINATIONS, DETECTION, SCREENING, AND THE TREATMENT OF ILLNESS. ADDITIONALLY, THE FOUNDATION SUPPORTED THE CLINIC'S CENTERING PREGNANCY PROGRAM, WHICH OFFERS INDIGENT MOTHERS WITH EDUCATION, ADVOCACY, COLLABORATION, AND ACTION. CENTERING PROVIDES GUIDANCE TO HELP NEW MOMS AND PROVIDERS ENSURE THAT EVERYTHING FROM NUTRITION, COMMON DISCOMFORTS, STRESS MANAGEMENT, LABOR AND DELIVERY, BREASTFEEDING, AND INFANT CARE ARE COVERED. NUMEROUS PUBLISHED STUDIES HAVE FOUND CENTERING MOMS HAVE HEALTHIER BABIES AND THAT CENTERING NEARLY ELIMINATES RACIAL DISPARITIES IN PRETERM BIRTH.
Expenses $187,228 · Grants $187,228
-
OPERATIONAL ASSISTANCE WAS PROVIDED TO THE HELP ENDURE A LOSS (H.E.A.L.) PROGRAM IN THE AMOUNT OF $59,177. PROGRAM FUNDING HELPED MAKE AVAILABLE CARING, APPROPRIATE, COST-EFFECTIVE, AND ACCESSIBLE SERVICES TO FAMILIES IN CRISIS DUE TO AN UNANTICIPATED OUTCOME CONCERNING THEIR BABY/CHILD. ATRIUM MEDICAL CENTER FOUNDATION PROVIDES FUNDING TO THIS PROGRAM BECAUSE WE RECOGNIZE THE LOSS OF A PREGNANCY AND DEATH OF AN INFANT/CHILD IS AN EMOTIONAL LIFE-ALTERING EXPERIENCE FOR FAMILIES WITHIN OUR COMMUNITY.
Expenses $59,177 · Grants $59,177
-
THIS FUNDING OF $58,301 ENSURES THAT PATIENTS AT ATRIUM MEDICAL CENTER HAVE ACCESS TO COMPREHENSIVE CANCER CARE AND ESSENTIAL SUPPORTIVE SERVICES, INCLUDING INFUSION SUPPORT; FREE TRANSPORTATION FOR THOSE IN NEED; NEED-BASED PRESCRIPTION ASSISTANCE; AND SPECIALIZED NUTRITION SERVICES THROUGH REGISTERED ONCOLOGY DIETICIANS. IT ALSO ADDRESSES WOMEN'S ONCOLOGY HEALTH NEEDS AND WELLNESS PROGRAMS AND PROVIDES THERAPEUTIC PATIENT MASSAGE AND EXERCISE SERVICES.
Expenses $58,301 · Grants $58,301
-
Expenses $839,914 · Grants $546,389
As filed on the 2023 return.
Listed in Part VII
-
Tom FarrellTOM FARRELL
BOARD CHAIR (TO MAR) / TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Kirk W ReichKIRK W REICH
V. CHAIR (TO MAR)/CHAIR (FROM MAR)
- Total calculated
- $0
- Hours/week
- 0.5
-
Nancy L GrossNANCY L GROSS
BOARD TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Christopher HopperCHRISTOPHER HOPPER
SEC'Y (TO MAR)/V. CHAIR (FROM MAR)
- Total calculated
- $0
- Hours/week
- 0.5
-
Patricia Miller-GagePATRICIA MILLER-GAGE
SECRETARY (FROM MAR) / TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Andrew AkersANDREW AKERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Bruce Barnes DDSBRUCE BARNES DDS
TRUSTEE (TO MAR)
- Total calculated
- $0
- Hours/week
- 0.5
-
Joseph E BeattyJOSEPH E BEATTY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Candice Declark PeaceCANDICE DECLARK PEACE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Kevin W HarlanKEVIN W HARLAN
TRUSTEE / AMC PRES & CEO
- Total calculated
- $0
- Hours/week
- 0.5
-
Stephen Hightower IISTEPHEN HIGHTOWER II
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Larry L HollingsheadLARRY L HOLLINGSHEAD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Sarah R KaupSARAH R KAUP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Raymond E Kiefhaber MDRAYMOND E KIEFHABER MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
James B KleingersJAMES B KLEINGERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael D LongMICHAEL D LONG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Johnathan D McCannJOHNATHAN D MCCANN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Ryan R MuhlenkampRYAN R MUHLENKAMP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
James PapakirkJAMES PAPAKIRK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Donald L PelfreyDONALD L PELFREY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Barry A Robertson MDBARRY A ROBERTSON MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael J SchneiderMICHAEL J SCHNEIDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Carole SchulCAROLE SCHUL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael J ScortiMICHAEL J SCORTI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Gregory W Siewny MDGREGORY W SIEWNY MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Barbara W StraitBARBARA W STRAIT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael D StautbergMICHAEL D STAUTBERG
PRESIDENT
- Total calculated
- $254,482
- From this org
- $223,928
- From related orgs
- $0
- Other
- $30,554
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,877
- Bonus
- $58,334
- Other
- $717
- Deferred
- $11,706
- Nontaxable benefits
- $18,848
- Filer's total
- $254,482
-
Christine J PirotCHRISTINE J PIROT
DIRECTOR-MAJOR GIFTS
- Total calculated
- $130,265
- From this org
- $115,583
- From related orgs
- $0
- Other
- $14,682
- Hours/week
- 40
-
Samuel R LobarSAMUEL R LOBAR
DIRECTOR-MAJOR GIFTS
- Total calculated
- $122,073
- From this org
- $104,882
- From related orgs
- $0
- Other
- $17,191
- Hours/week
- 40
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
The filer's explanations (Part III)
- PART I, LINE 3
- COMPENSATION FOR AMCF'S PRESIDENT IS REVIEWED AND APPROVED BY PREMIER, WITH WHICH AMCF IS FINANCIALLY INTERRELATED. SEE EXPLANATION ON SCHEDULE O FOR FORM 990, PART VI, SECTION B, LINE 15.
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
-
$414,551
SUPPORT OPERATIONS
-
$44,500
SUPPORT OPERATIONS
-
$38,934
SUPPORT OPERATIONS
-
$27,475
MOBILE MAMMOGRAPHY
-
MIDDLETOWN SCHOOL
$27,091
SUPPORT
-
$21,439
SUPPORT
-
CITY OF MIDDLETOWN
$19,423
SUPPORT
-
$12,667
SUPPORT OPERATIONS
-
$11,500
SUPPORT
-
MIDDLETOWN COMMUNITY FOUNDATION
$10,000
SUPPORT
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.
-
501 (C) (3) · PARENT · OH
-
501 (C) (3) · SUPPORT ORG · 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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
AMCF 1 LLC
HOLDING COMPANY · OH · income -$14,248 · assets $1,113,802
Directly controlled by ATRIUM MEDICAL CENTER FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423199349317067
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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