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← UNITED STATES HEALTH & HOUSING FOUNDATION INC

Form 990 for tax year 2023

Filed by UNITED STATES HEALTH & HOUSING FOUNDATION INC.

Totals

Total revenue
$12,199,348
Total expenses
$10,019,886
Contributions and grants received
$842,019
Grants paid
$196,950
Program service revenue
$11,113,931
Investment income
$243,398
Other revenue
$0
Total assets, end of year
$12,725,285
Total liabilities, end of year
$502,242
Net assets or fund balances, end of year
$12,223,043
Program services expenses (Part IX)
$7,325,696
Management and general expenses
$2,694,190
Fundraising expenses
$0
Program service expenses (Part III)
$7,325,696

Program services were 73.1% 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.

  • 1e · Government grants (contributions)

    $842,019

  • 2a · Program service revenue: MEDICAL AND NURSING CARE

    total $7,652,322 · related or exempt $7,652,322

  • 2b · Program service revenue: CONTRACTUAL ALLOWANCES

    total $2,417,019 · related or exempt $2,417,019

  • 2c · Program service revenue: THERAPY - OCCUP, PHYS, SPEECH

    total $959,185 · related or exempt $959,185

  • 2d · Program service revenue: FACILITIES - PRIVATE ROOM

    total $77,398 · related or exempt $77,398

  • 2e · Program service revenue: PRESCIPTION MEDICATIONS

    total $69,544 · related or exempt $69,544

  • 2f · All other program service revenue

    total -$61,537 · related or exempt -$61,537

  • 3 · Investment income

    total $243,398 · excluded $243,398

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $196,950 · program services $196,950

  • 5 · Compensation of officers, directors and key employees

    total $418,548 · management and general $418,548

  • 7 · Other salaries and wages

    total $3,832,083 · program services $3,416,429 · management and general $415,654

  • 9 · Other employee benefits

    total $505,228 · program services $505,228

  • 10 · Payroll taxes

    total $327,362 · program services $264,307 · management and general $63,055

  • 11a · Fees: management

    total $250,994 · management and general $250,994

  • 11b · Fees: legal

    total $12,120 · management and general $12,120

  • 11c · Fees: accounting

    total $35,035 · management and general $35,035

  • 12 · Advertising and promotion

    total $37,538 · management and general $37,538

  • 13 · Office expenses

    total $150,179 · management and general $150,179

  • 16 · Occupancy

    total $36,000 · management and general $36,000

  • 22 · Depreciation, depletion and amortization

    total $192,841 · management and general $192,841

  • 23 · Insurance

    total $371,140 · management and general $371,140

  • 24a · Other expenses: FOOD,DIETARY,SUPPLEMENTS

    total $871,030 · program services $871,030

  • 24b · Other expenses: REHABILITATION THERAPY

    total $680,264 · program services $680,264

  • 24c · Other expenses: PROVIDER TAX

    total $656,438 · management and general $656,438

  • 24d · Other expenses: NURSING

    total $596,978 · program services $596,978

  • 24e · All other expenses

    total $849,158 · program services $794,510 · management and general $54,648

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $6,913,379 · end of year $8,018,687

  • 4 · Accounts receivable

    beginning of year $1,777,045 · end of year $1,846,154

  • 9 · Prepaid expenses and deferred charges

    beginning of year $125,184 · end of year $130,022

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

    $7,660,809

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

    $6,279,037

  • 10c · Land, buildings and equipment, net

    beginning of year $1,453,518 · end of year $1,381,772

  • 11 · Investments: publicly traded securities

    beginning of year $529,380 · end of year $911,623

  • 12 · Investments: other securities

    beginning of year $269,772 · end of year $327,357

  • 15 · Other assets

    beginning of year $98,352 · end of year $109,670

  • 17 · Accounts payable and accrued expenses

    beginning of year $624,301 · end of year $431,425

  • 21 · Escrow or custodial account liability

    beginning of year $59,503 · end of year $70,817

  • 27 · Net assets without donor restrictions

    beginning of year $10,482,826 · end of year $12,223,043

Mission and programs · 2023

Mission

THE UNITED STATES HEALTH & HOUSING FOUNDATION, INC. ("THE FOUNDATION") WAS ORGANIZED IN THE LATE 1980'S AND IS COMMITTED TO ENGAGE IN CIVIC AND CHARITABLE ACTIVITES AND ESTABLISHING, OPERATING AND MAINTAINING NURSING HOMES AND RELATED HEALTH CARE SERVICES AND FACILITIES,LOW INCOME HOUSING FACILITIES, AND RETIREMENT HOUSING FACILITIES FOR THE ELDERLY.

  • OUR PRIMARY PURPOSE IS TO PROVIDE NURSING HOME CARE TO THE ELDERLY AND DISABLED.

    Expenses $7,128,746 · Revenue $11,113,931

  • TO PROVIDE FINANCIAL SUPPORT FOR VARIOUS LOCAL GOVERNMENTS AND CHARITABLE ORGANIZATIONS.

    Expenses $196,950 · Grants $196,950

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • V Hugo Marx IV

    PRESIDENT

    Total calculated
    $178,132
    From this org
    $178,132
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,132
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $178,132

  • Sherry Roberts

    ADMINISTRATO

    Total calculated
    $161,797
    From this org
    $161,797
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,797
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $161,797

  • Kathy Ingalls

    DIRECTOR OF

    Total calculated
    $160,497
    From this org
    $160,497
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,497
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $160,497

  • Dana Merrey

    ASSIST. DIR.

    Total calculated
    $139,880
    From this org
    $139,880
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Hugo Marx III

    VICE-PRESIDE

    Total calculated
    $123,295
    From this org
    $123,295
    From related orgs
    $0
    Other
    $0
    Hours/week
    30

  • Lisa T Marx

    SECRETARY

    Total calculated
    $117,121
    From this org
    $117,121
    From related orgs
    $0
    Other
    $0
    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

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

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.

  • HADERACH INVESTMENTS LLC

    AL

Related corporations and trusts

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

  • THE WISDOM GROUP INC

    C CORP · AL

Provenance

Return type
form_990
Tax year
2023
Filed
9 October 2024
IRS schema version
2023v5.0
Source object
202442849349301474

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