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Nonprofiteer
← UVMC NURSING CARE INC

Form 990 for tax year 2024

Filed by UVMC NURSING CARE INC.

Totals

Total revenue
$42,914,468
Total expenses
$26,416,365
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$21,171,513
Investment income
$19,956,900
Other revenue
$1,786,055
Total assets, end of year
$5,021,936
Total liabilities, end of year
$1,253,452
Net assets or fund balances, end of year
$3,768,484
Program services expenses (Part IX)
$24,570,543
Management and general expenses
$1,845,822
Fundraising expenses
$0
Program service expenses (Part III)
$24,570,543

Program services were 93.0% 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.

  • 2a · Program service revenue: NET PATIENT REVENUE (NURSING HOME

    total $19,720,043 · related or exempt $19,720,043

  • 2b · Program service revenue: RETIREMENT COMMUNITY FEES

    total $1,451,470 · related or exempt $1,451,470

  • 3 · Investment income

    total $665,264 · excluded $665,264

  • 7a · Gross sales of assets other than inventory

    securities $13,984,870 · other assets $22,250,000

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

    securities $14,016,719 · other assets $2,926,515

  • 7c · Gain or loss

    securities -$31,849 · other assets $19,323,485

  • 7d · Net gain or loss

    total $19,291,636 · excluded $19,291,636

  • 11a · Other revenue: OTHER FEES

    total $1,778,060 · excluded $1,778,060

  • 11b · Other revenue: BEAUTY SHOP

    total $7,705 · excluded $7,705

  • 11d · All other revenue

    total $290 · excluded $290

  • 11e · Other revenue, total

    $1,786,055

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $1,142,466 · program services $1,034,617 · management and general $107,849

  • 11b · Fees: legal

    total $23,775 · program services $21,531 · management and general $2,244

  • 11g · Fees: other

    total $3,371,014 · program services $3,371,014

  • 12 · Advertising and promotion

    total $75,905 · program services $75,905

  • 13 · Office expenses

    total $329,542 · program services $298,433 · management and general $31,109

  • 16 · Occupancy

    total $771,877 · program services $699,012 · management and general $72,865

  • 17 · Travel

    total $57,467 · program services $52,042 · management and general $5,425

  • 20 · Interest

    total $96 · program services $96

  • 22 · Depreciation, depletion and amortization

    total $978,252 · program services $885,905 · management and general $92,347

  • 23 · Insurance

    total $91,969 · program services $83,287 · management and general $8,682

  • 24a · Other expenses: PURCHASED PERSONNEL

    total $16,060,784 · program services $14,544,646 · management and general $1,516,138

  • 24b · Other expenses: OPERATING SUPPLIES

    total $1,994,739 · program services $1,994,739

  • 24c · Other expenses: BED OCCUPANCY TAX

    total $1,386,191 · program services $1,386,191

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $35,224 · program services $35,224

  • 24e · All other expenses

    total $97,064 · program services $87,901 · management and general $9,163

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,250 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $3,529,103 · end of year $2,033,108

  • 4 · Accounts receivable

    beginning of year $4,361,713 · end of year $1,431,290

  • 9 · Prepaid expenses and deferred charges

    beginning of year $86,220

  • 10a · Land, buildings and equipment: cost or other basis

    $8,228,399

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,670,861

  • 10c · Land, buildings and equipment, net

    beginning of year $8,641,071 · end of year $1,557,538

  • 11 · Investments: publicly traded securities

    beginning of year $12,879,505 · end of year $0

  • 15 · Other assets

    beginning of year $9,333 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,250,097 · end of year $879,395

  • 19 · Deferred revenue

    beginning of year $2,871,657 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $150,803 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,772,364 · end of year $374,057

  • 27 · Net assets without donor restrictions

    beginning of year $17,469,274 · end of year $3,768,484

Mission and programs · 2024

Mission

WE CARE. WE TEACH. WE INNOVATE. WE SERVE.

Activities or mission (Part I)

SEE PART III, LINE 1

  • THE PRIMARY EXEMPT PURPOSE OF UVMC NURSING CARE, INC. (UVMCN) IS TO PROVIDE SKILLED NURSING AND REHABILITATIVE SERVICES IN A LONG-TERM HEALTHCARE SETTING TO INDIVIDUALS IN THE COMMUNITY SERVED BY UPPER VALLEY MEDICAL CENTER, A RELATED TAX-EXEMPT HOSPITAL. AS A PART OF THE UVMC HEALTH SYSTEM, UVMCN IS COMMITTED TO PRESERVING LONG-TERM ACCESS TO QUALITY HEALTH CARE SERVICES FOR MIAMI COUNTY AND THE SURROUNDING AREA. THIS ORGANIZATION WAS FORMED IN 1987 TO ASSURE ACCESS TO APPROPRIATE CARE AT AN ACCEPTABLE COST FOR PATIENTS IN A MANAGED CARE ENVIRONMENT. IN JUNE OF 1989, IT WAS GRANTED TAX EXEMPT STATUS.KOESTER PAVILION IS A 150-BED NURSING HOME PROVIDING LONG-TERM CARE FOR SKILLED AND INTERMEDIATE CARE PATIENTS AS WELL AS FREEDOM COURT, A SPECIALIZED ALZHEIMER'S UNIT.SPRINGMEADE HEALTH CENTER IS A 99-BED NURSING HOME OFFERING A RECUPERATIVE, REHABILITATIVE HEALTH CENTER AND CONVALESCENT AND EXTENDED CARE SERVICES INCLUDING FREEDOM COURT, A DEDICATED ALZHEIMER'S UNIT. BOTH NURSING HOMES CARE FOR MEDICAID, MEDICARE, INSURANCE AND PRIVATE PAY PATIENTS.PATIENT DAYS FOR 2024 WERE:KOESTER PAVILION 39,328SPRINGMEADE 32,315 TOTAL 71,643THE MAJORITY OF THE EXPENDITURES FOR UVMC NURSING CARE, INC. RELATES TO THE COSTS OF THE PROFESSIONAL AND NURSING SERVICES NEEDED TO SERVE THOSE ENTRUSTED TO OUR CARE.

    Expenses $22,998,676 · Revenue $19,720,043

  • SPRINGMEADE RESIDENCE, LOCATED ON THE SAME CAMPUS AS THE HEALTH CENTER, OFFERS TWO- AND THREE-BEDROOM RETIREMENT LIVING COACH HOMES. SPRINGMEADE COACH HOMES ARE SITUATED TO OFFER A VIEW OF THE NATURAL BEAUTY AND VISUAL AMENITIES WHICH SURROUND THE AREA. SERVICES ARE DESIGNED TO ENHANCE THE LIVES OF THE RESIDENTS BY PROVIDING:1) ALL PROPERTY TAXES AND INSURANCE ON THE STRUCTURES2) YEAR-ROUND INTERIOR AND EXTERIOR MAINTENANCE AND GROUNDS KEEPING3) SPRINGMEADE SPONSORED SPECIAL EVENTS AND SOCIAL FUNCTIONS4) ELECTRONIC CONTACT SYSTEM THAT PROVIDES NOTIFICATION FOR RAPID RESPONSE TO HEALTH EMERGENCIES.

    Expenses $1,571,867 · Revenue $1,451,470

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Steven Staley

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Lisa Shockley

    BOARD VICE-CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Nicole Ernst

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Dianne Ruhenkamp

    BOARD TREASURER

    Total calculated
    $206,625
    From this org
    $0
    From related orgs
    $178,175
    Other
    $28,450
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,603 related
    Bonus
    $0 + $41,375 related
    Other
    $0 + $1,197 related
    Deferred
    $0 + $10,729 related
    Nontaxable benefits
    $0 + $17,721 related
    Filer's total
    $0 + $206,625 related

  • Elizabeth D Wilfong

    BOARD SECRETARY

    Total calculated
    $189,111
    From this org
    $0
    From related orgs
    $187,502
    Other
    $1,609
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,677 related
    Bonus
    $0 + $12,500 related
    Other
    $0 + $325 related
    Deferred
    $0 + $707 related
    Nontaxable benefits
    $0 + $902 related
    Filer's total
    $0 + $189,111 related

  • Kevin W Harlan

    FORMER TRUSTEE & OFFICER

    Total calculated
    $855,717
    From this org
    $0
    From related orgs
    $834,770
    Other
    $20,947
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $514,770 related
    Bonus
    $0 + $240,926 related
    Other
    $0 + $79,074 related
    Deferred
    $0 + $11,274 related
    Nontaxable benefits
    $0 + $9,673 related
    Filer's total
    $0 + $855,717 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 1, LINE 4B:
DUE TO RESTRICTIONS IMPOSED BY THE INTERNAL REVENUE CODE, CERTAIN PERSONS ARE LIMITED IN THE AMOUNT OF BENEFIT THAT CAN BE EARNED UNDER A QUALIFIED RETIREMENT PLAN. LIKE MANY EMPLOYERS, UVMC NURSING CARE (UVMCN) AND ITS AFFILIATED ORGANIZATIONS COMPENSATE FOR THIS LIMITATION AND SUPPLEMENT THE AFFECTED EXECUTIVES' QUALIFIED PENSION THROUGH CERTAIN NONQUALIFIED PLANS. UVMCN SUPPLEMENTS THE AFFECTED EXECUTIVES THROUGH A PENSION RESTORATION PLAN OR A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE BENEFITS UNDER THESE SUPPLEMENTAL NONQUALIFIED PLANS ARE SUBJECT TO MULTI-YEAR VESTING AND A PARTICIPANT CAN FORFEIT BENEFITS EARNED IF VESTING REQUIREMENTS ARE NOT SATISFIED. UNDER THE TERMS OF THE SUPPLEMENTAL PLANS, AND BECAUSE OF TAX RULES PERTAINING TO TAXATION OF THE EARNED BENEFITS UPON VESTING, CERTAIN INDIVIDUALS RECEIVED A PAYOUT OF THE CUMULATIVE VESTED BENEFITS UNDER THEIR SUPPLEMENTAL PLAN DURING 2024. THE INDIVIDUAL LISTED BELOW HAS MET THE MULTI-YEAR VESTING REQUIREMENT UNDER THE PENSION RESTORATION PLAN AND RECEIVED THE ASSOCIATED PAYMENT IN 2024: KEVIN HARLAN $47,900. BASED ON THE GUIDANCE PROVIDED IN THE INSTRUCTIONS TO THE FORM 990, ANY PAYMENTS TO THE PARTICIPANTS RELATED TO THESE PLANS THAT WERE MADE WITHIN 2-1/2 MONTHS AFTER THE END OF THE ORGANIZATION'S TAX YEAR ARE NOT TREATED AS DEFERRED COMPENSATION FOR PURPOSES OF SCHEDULE J. SUCH AMOUNTS ARE PROPERLY REPORTED AS COMPENSATION FOR FORM 990 PURPOSES WHEN INCLUDED IN THE PARTICIPANTS' FORM W-2 WAGES.

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.

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.

  • SWEITZER STREET LLC

    EXCLUDED · REAL ESTATE · OH

    Directly controlled by MVHE INC

  • SWEITZER MOB LLC

    EXCLUDED · REAL ESTATE · OH

    Directly controlled by MVHE INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MVHE INC

    C · PHYSICIAN SVCS · OH

    Directly controlled by PREMIER HEALTH HOLDING CO

  • PREMIER HEALTH SPECIALISTS

    C · PHYSICIAN SVCS · OH

    Directly controlled by PREMIER HEALTH HOLDING CO

  • SAMARITAN FAMILY CARE

    C · PHYSICIAN SVCS · OH

    Directly controlled by PREMIER HEALTH HOLDING CO

  • AFTER HOURS FAMILY CARE

    C · HEALTH CARE · OH

    Directly controlled by UPPER VALLEY PROFESSIONAL CORP

  • UVMC MANAGEMENT CORP

    C · MANAGEMENT COMPANY · OH

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH URGENT CARE INC

    C · URGENT CARE · OH

    Directly controlled by PREMIER HEALTH HOLDING CO

  • PREMIER HEALTH INT'L INSURANCE

    C · INSURANCE · BD

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH PLAN INC

    C · HEALTH INSURANCE · OH

    Directly controlled by PREMIER HEALTH INSURING CO

  • GOOD SAMARITAN HOSPITAL

    C · HOSPITAL · OH

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH ACO OF OHIO

    C · MEDICARE ACO · OH

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH HOLDING CO

    C · HOLDING CO · OH

    Directly controlled by PREMIER HEALTH

  • PREMIER HEALTH INSURING CO

    C · HEALTH INSURANCE · OH

    Directly controlled by PREMIER HEALTH

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.2
Source object
202503109349303095

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