Form 990 for tax year 2024

Totals

Total revenue

$337,480

Total expenses

$658,475

Contributions and grants received

$10,874

Grants paid

$0

Program service revenue

$319,413

Investment income

$7,193

Other revenue

$0

Total assets, end of year

$7,376,906

Total liabilities, end of year

$3,186,845

Net assets or fund balances, end of year

$4,190,061

Program services expenses (Part IX)

$338,622

Management and general expenses

$176,236

Fundraising expenses

$143,617

Program service expenses (Part III)

$338,622

Program services were 51.4% 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.

Mission and programs · 2024

• THE FOUNDATION RECEIVES DESIGNATED MEMORIAL GIFTS, TO BE USED FOR EXPENSES OF HOSPICE PATIENTS WHO ARE SERVED BY THE HOLZER HOSPICE PROGRAM, AND FOR WHOSE CARE, REIMBURSEMENT MAY BE NON-EXISTENT. THESE FUNDS ARE USED TO COMPENSATE HOLZER MEDICAL CENTER BASED ON NON-REIMBURSED COSTS OR FOR OTHER EXPENDITURES NEEDED TO SUPPORT THE HOSPICE PROGRAM.IN 2025, $75,353 WAS UTILIZED FROM THE CELEBRITY DINNER FUND, $12,300 WAS UTILIZED FROM DANI'S ELF FUND, $53,325 WAS UTILIZED FROM THE GOLF TOURNAMENT, $2,795 WAS UTILIZED FROM HOSPITALITY FUND, $1,680 WAS UTILIZED FROM THE HOSPICE FUND, $3,361 WAS USED FROM HOLZER IN LIGHTS FUND, $4,848 WAS UTILIZED FROM THE HOLZER LEADERSHIP INSTITUTE, $250 WAS UTILIZED FOR OTHER FUNDS AND $2,399 WAS UTILIZED FROM THE WELLNESS CENTER FUND.

  Expenses $219,171

• THE HOLZER THERAPY AND WELLNESS CENTER IS A COMPREHENSIVE WELLNESS CENTER THAT OFFERS AN INTEGRATED PROGRAM OF TOTAL HEALTHCARE SERVICES INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH AND MASSAGE THERAPIES, INDIVIDUALIZED HEALTH RISK ASSESSMENTS AND SUPERVISED FITNESS PLANS. PERSONALIZED HEALTH ASSESSMENTS WILL BE PERFORMED FOR EACH ENROLLEE. PROGRAMMING GOES WELL BEYOND A TYPICAL FITNESS CENTER BY INCORPORATING THE EXPERTISE OF HEALTHCARE PROFESSIONALS PROVIDING THE MEDICAL FITNESS DIFFERENCE RESULTING IN A HEALTHIER AND BETTER-EDUCATED COMMUNITY. THE WELLNESS CENTER FEATURES INCLUDE:A WALKING/RUNNING TRACKSTATE-OF-THE-ART EXERCISE EQUIPMENTSAUNASHOWER AND LOCKER AREAVENDING SERVICESA MULTIPURPOSE MEETING ROOM FOR A VARIETY OF FITNESS CLASSES AND EDUCATIONAL PROGRAMS

  Expenses $119,451 · Revenue $319,413

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

Listed in Part VII

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

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.

• HOLZER HOSPITAL FOUNDATION

  501(C)(3) · HEALTH CARE · OH · controlled entity

  Directly controlled by HOLZER HEALTH SYSTEMS

• HOLZER MEDICAL CENTER - JACKSON

  501(C)(3) · HEALTH CARE · OH · controlled entity

  Directly controlled by HOLZER HEALTH SYSTEMS

• HOLZER HEALTH SYSTEMS

  501(C)(3) · MANAGEMENT SERVICES · OH

• HOLZER SENIOR CARE CENTER

  501(C)(3) · SKILLED NURSING FACILITY · OH · controlled entity

  Directly controlled by HOLZER HEALTH SYSTEMS

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.

Provenance

Return type

form_990

Tax year

2024

Filed

11 May 2026

IRS schema version

2024v5.5

Source object

202601349349305245

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