Skip to content
Nonprofiteer
← OHCA EDUCATIONAL FOUNDATION

Form 990 for tax year 2022

Filed by OHCA EDUCATIONAL FOUNDATION.

Totals

Total revenue
$1,849,764
Total expenses
$1,721,639
Contributions and grants received
$764,529
Grants paid
$219,602
Program service revenue
$970,225
Investment income
$111,808
Other revenue
$3,202
Total assets, end of year
$4,780,986
Total liabilities, end of year
$1,195,798
Net assets or fund balances, end of year
$3,585,188
Program services expenses (Part IX)
$1,626,485
Management and general expenses
$53,849
Fundraising expenses
$41,305
Program service expenses (Part III)
$1,626,485

Program services were 94.5% 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.

  • 1c · Fundraising events

    $136,425

  • 1f · All other contributions, gifts and grants

    $628,104

  • 2a · Program service revenue: EDUCATION

    total $713,268 · related or exempt $713,268

  • 2b · Program service revenue: MEMBERSHIP SERVICES

    total $256,957 · related or exempt $256,957

  • 3 · Investment income

    total $111,808 · excluded $111,808

  • 5 · Royalties

    total $3,202 · excluded $3,202

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $136,425

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $219,602 · program services $219,602

  • 11f · Fees: investment management

    total $31,984 · management and general $31,984

  • 19 · Conferences, conventions and meetings

    total $454,610 · program services $454,610

  • 24a · Other expenses: EDUCATION

    total $952,273 · program services $952,273

  • 24b · Other expenses: FUNDRAISING

    total $41,305 · fundraising $41,305

  • 24c · Other expenses: MANAGEMENT & GENERAL

    total $21,865 · management and general $21,865

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $941,093 · end of year $1,070,639

  • 2 · Savings and temporary cash investments

    beginning of year $110,780 · end of year $145,321

  • 3 · Pledges and grants receivable

    beginning of year $20,000 · end of year $20,000

  • 4 · Accounts receivable

    beginning of year $21,484 · end of year $10,045

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,570 · end of year $20,318

  • 11 · Investments: publicly traded securities

    beginning of year $4,118,142 · end of year $3,514,663

  • 17 · Accounts payable and accrued expenses

    beginning of year $785 · end of year $7,303

  • 19 · Deferred revenue

    beginning of year $43,416 · end of year $64,637

  • 25 · Other liabilities

    beginning of year $1,034,518 · end of year $1,123,858

  • 27 · Net assets without donor restrictions

    beginning of year $22,548 · end of year -$1,006,258

  • 28 · Net assets with donor restrictions

    beginning of year $4,120,802 · end of year $4,591,446

Mission and programs · 2022

Mission

CARRY OUT THE EDUCATIONAL PURPOSES OF THE OHIO HEALTH CARE ASSOCIATION

  • EDUCATIONAL PROGRAMS IN HEALTH CARE. THE FOUNDATION OFFERED 86 LIVE WEBINARS WITH 2,443 PARTICIPANTS AND 49 IN PERSON PROGRAMS WITH 1,891 PARTICIPANTS.

    Expenses $952,273 · Revenue $713,268

  • ANNUAL CONVENTION - EDUCATION FOR THE BENEFIT OF HEALTH CARE FACILITIES AND THEIR EMPLOYEES. CONVENTION OFFERED 92 EDUCATIONAL SESSIONS FOR 1,416 PARTICIPANTS, 1,067 EXHIBIT BOOTH PERSONNEL AND 298 EXHIBIT BOOTHS

    Expenses $454,610 · Revenue $256,957

  • PROVIDE SCHOLARSHIPS TO STUDENTS INTERESTED IN HEALTH CARE. IN 2022, THE FOUNDATION ISSUED 69 SCHOLARSHIPS FOR INDIVIDUALS TO ATTEND HEALTH PROFESSIONS SCHOOLS AND 6 CERTIFICATION SCHOLARSHIPS.

    Expenses $219,602 · Grants $219,602

As filed on the 2022 return.

Listed in Part VII

  • Bert Macqueen

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • William Levering

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jamie Brose

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Monroe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jill Herron

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Jon Hoffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kathie Will

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kenn Daily

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Peter Van Runkle

    EXECUTIVE DIRECTOR

    Total calculated
    $379,170
    From this org
    $0
    From related orgs
    $351,568
    Other
    $27,602
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,068 related
    Bonus
    $0 + $30,500 related
    Other
    $0 + $9,000 related
    Deferred
    $0 + $17,214 related
    Nontaxable benefits
    $0 + $10,388 related
    Filer's total
    $0 + $379,170 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

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

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.

  • OHIO HEALTH CARE ASSOCIATION

    501(C)(6) · PROVIDE PROFESSIONAL & TECHNICAL LEADERSHIP TO HEALTH CARE ASSOCIATIONS · OH

  • 55 GREEN MEADOWS DRIVE SOUTH

    501(C)(4) · PROMOTE SOCIAL WELFARE BY PROVIDING EDUCATION REGARDING SENIOR CARE · OH

    Directly controlled by OHIO HEALTH CARE ASSOCIATION

  • OHIO HEALTH CARE ASSOCIATION PAC

    527 · TO CARRY OUT THE ADVOCACY PURPOSES OF THE OHIO HEALTH CARE ASSOCIATION · OH

    Directly controlled by OHIO HEALTH CARE ASSOCIATION

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202333149349302993

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

The source document this was parsed from is served over the API, which is where bulk and document access live.