Civic Intelligence

The Healthcare Connection

EIN 31-0822524 • 501(c)3 • Cincinnati, OH

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Profile

Federally qualified health center that provides primary healthcare services to the medical indigent population of hamilton county, ohio.

1401 Steffen AvenueCincinnati, OH 45215

www.healthcare-connection.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

64th percentile

0.32x

Higher debt load relative to assets than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.22x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

51st percentile

4.6%

Higher net margin than 51% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

72nd percentile

$267,193

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

57th percentile

6.5%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

37%

Faster revenue growth than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$11,380,552

Up $696,460 (+6.5%) from 2023

Liabilities

Down

$3,596,801

Down $68,440 (-1.9%) from 2023

Net Assets

Up

$7,783,751

Up $764,900 (+11%) from 2023

Operations
Liabilities / Revenue49th percentileNet Margin51st percentile

Revenue

Up

$16,683,631

Up $4,466,098 (+37%) from 2023

Expenses

Up

$15,920,111

Up $2,306,007 (+17%) from 2023

Net Income

Up

$763,520

Up $2,160,091 (+155%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $6,265,276Liabilities 2010: $2,773,557Net Assets 2010: $3,491,7192010Assets 2011: $6,537,698Liabilities 2011: $2,740,813Net Assets 2011: $3,796,8852011Assets 2012: $6,109,111Liabilities 2012: $2,345,091Net Assets 2012: $3,764,0202012Assets 2013: $5,602,731Liabilities 2013: $2,447,657Net Assets 2013: $3,155,0742013Assets 2014: $5,120,218Liabilities 2014: $1,772,838Net Assets 2014: $3,347,3802014Assets 2015: $5,448,796Liabilities 2015: $1,748,805Net Assets 2015: $3,699,9912015Assets 2016: $5,791,905Liabilities 2016: $1,658,628Net Assets 2016: $4,133,2772016Assets 2017: $5,880,108Liabilities 2017: $1,607,396Net Assets 2017: $4,272,7122017Assets 2018: $6,069,403Liabilities 2018: $1,533,643Net Assets 2018: $4,535,7602018Assets 2019: $7,614,607Liabilities 2019: $2,241,245Net Assets 2019: $5,373,3622019Assets 2020: $11,548,606Liabilities 2020: $4,730,404Net Assets 2020: $6,818,2022020Assets 2021: $12,714,456Liabilities 2021: $4,898,335Net Assets 2021: $7,816,1212021Assets 2022: $12,668,239Liabilities 2022: $4,252,817Net Assets 2022: $8,415,4222022Assets 2023: $10,684,092Liabilities 2023: $3,665,241Net Assets 2023: $7,018,8512023Assets 2024: $11,380,552Liabilities 2024: $3,596,801Net Assets 2024: $7,783,7512024

Highlighted filing

2024

Assets$11,380,552
Liabilities$3,596,801
Net Assets$7,783,751
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,302,8122010Expenses 2011: $7,010,4442011Expenses 2012: $7,176,0052012Revenue 2013: $6,510,383Expenses 2013: $7,308,847Net Income 2013: -$798,4642013Revenue 2014: $7,513,225Expenses 2014: $7,320,520Net Income 2014: $192,7052014Revenue 2015: $8,077,166Expenses 2015: $7,723,942Net Income 2015: $353,2242015Revenue 2016: $8,168,119Expenses 2016: $7,735,328Net Income 2016: $432,7912016Revenue 2017: $8,098,700Expenses 2017: $7,959,787Net Income 2017: $138,9132017Revenue 2018: $8,195,959Expenses 2018: $7,933,411Net Income 2018: $262,5482018Revenue 2019: $8,905,569Expenses 2019: $8,195,654Net Income 2019: $709,9152019Revenue 2020: $11,027,617Expenses 2020: $9,582,777Net Income 2020: $1,444,8402020Revenue 2021: $12,613,118Expenses 2021: $11,615,199Net Income 2021: $997,9192021Revenue 2022: $13,619,349Expenses 2022: $13,020,048Net Income 2022: $599,3012022Revenue 2023: $12,217,533Expenses 2023: $13,614,104Net Income 2023: -$1,396,5712023Revenue 2024: $16,683,631Expenses 2024: $15,920,111Net Income 2024: $763,5202024

Highlighted filing

2024

Revenue$16,683,631
Expenses$15,920,111
Net Income$763,520
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,380,552
Liabilities
$3,596,801
Net assets
$7,783,751
Revenue
$16,683,631
Expenses
$15,920,111
Net income
$763,520
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$3.60$7.78$16.7$15.9$0.76
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$3.67$7.02$12.2$13.6$1.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$4.25$8.42$13.6$13.0$0.60
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$4.90$7.82$12.6$11.6$1.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.5$4.73$6.82$11.0$9.58$1.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.61$2.24$5.37$8.91$8.20$0.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$1.53$4.54$8.20$7.93$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.88$1.61$4.27$8.10$7.96$0.14
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$1.66$4.13$8.17$7.74$0.43
2015Detailed filing. Detailed filing data is available for this year.$5.45$1.75$3.70$8.08$7.72$0.35
2014Detailed filing. Detailed filing data is available for this year.$5.12$1.77$3.35$7.51$7.32$0.19
2013Detailed filing. Detailed filing data is available for this year.$5.60$2.45$3.16$6.51$7.31$0.80
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.11$2.35$3.76$7.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.54$2.74$3.80$7.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.27$2.77$3.49$6.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$16,683,631
Mission and Program Overview

Mission

Federally qualified health center that provides primary healthcare services to the medical indigent population of hamilton county, ohio.

Federally qualified health center that provides primary healthcare services to the medically indigent population of hamilton county, ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,904,073$7,624,892▼ $279,181
Cash and Non-Interest-Bearing Accounts$-113,637$1,770,136▲ $1,883,773
Accounts Receivable$796,005$1,247,049▲ $451,044
Prepaid Expenses and Deferred Charges$81,972$221,135▲ $139,163
Pledges and Grants Receivable$77,683$159,664▲ $81,981
Inventories for Sale or Use$17,626$151,994▲ $134,368
Savings and Temporary Cash Investments$1,769,072$127,600▼ $1,641,472
Investments in Publicly Traded Securities$18,195--
Total Assets$10,684,092$11,380,552▲ $696,460
Other Assets Total$133,103$78,082▼ $55,021
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,329,812$2,064,417▼ $265,395
Accounts Payable and Accrued Expenses$1,139,576$1,256,002▲ $116,426
Deferred Revenue$93,652$198,300▲ $104,648
Other Liabilities$102,201$78,082▼ $24,119
Total Liabilities$3,665,241$3,596,801▼ $68,440
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,015,180$7,585,471▲ $570,291
Net Assets With Donor Restrictions$3,671$198,280▲ $194,609
Total Net Assets Fund Balance$7,018,851$7,783,751▲ $764,900
Total Liabilities and Net Assets / Fund Balance$10,684,092$11,380,552▲ $696,460

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,591,085$4,705,910$10,296,995
Equipment$629,448$985,601$1,615,049
Leasehold Improvements$834,174$289,909$1,124,083
Other Land Buildings$270,573$343,515$614,088
Land$299,612-$299,612
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew BauerCMOFT$245,365$21,828$267,193
Daniel WhalenPhysicianFT$195,060$34,412$229,472
Mary WeatheringtonPhysicianFT$207,865$1,697$209,562
Jolene JosephCEOFT$188,151$12,363$200,514
Lynda RiddleCDOPT$162,243$345$162,588
Kathleen DuboseDentistFT$150,692$9,917$160,609
Ashley CollinsPhysicianPT$143,059$12,238$155,297
Kelsey NealPhysicianFT$138,335$8,877$147,212
Angela HartmanCOOFT$115,655$27,392$143,047
Barbara BaileyCOOFT$128,945$11,113$140,058
Rachel LittleCFO (began 09/2024)FT$32,535$7,512$40,047

Board Members and Trustees

NameTitle
KEVIN D O'CONNELLChair
Adam CurryTrustee
Barbara WinterTrustee
Denise J HayesTrustee
Denise PittsTrustee
Elisa De Leon FariasTrustee
Iris MontgomeryTrustee
Jagdeep SanghaTrustee
James T CowanTrustee
Laverne MitchellTrustee
Linda Childs-jeterTrustee
Malick BaTrustee
Nanette BentleyTrustee
Sharonda WilsonTrustee
Solimar JimenezTrustee
Tamarah WynnTrustee
Lisa SloaneTrustee (served Until 07/2024)
Amanda ChangetSecretary
Charlottee PowellSecretary (served Until 01/2024)

Highest Paid Contractors

ContractorServicesLocationCompensation
NuvemThird Party Pharmacy Management161 GAITHER DR STE 201, Mount Laurel, NJ 08054$837,339
Ohio Shared Information ServicesThird Part Information TechnologyPO BOX 772852, Chicago, IL 60670$704,414
Coronis Health Rcm LLCThird Party BillingPO BOX 790372, St Louis, MO 63179$447,996
Forvis Mazars LLPFinancial ConsultingPO BOX 602828, Charlotte, NC 28260$171,998
Mark Spaulding Construction CoConstruction5785 CONSTITUTION DR SUITE C, Florence, KY 41042$160,971
Revenue and Support

Revenue Composition

Contributions and Grants
$3,008,582
Program Service Revenue
$13,639,617
Investment Income
$35,432
Other Revenue
$0
All Other Contributions
$322,542
Change in Net Assets
$763,520

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,683,631
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$140,580
Total Revenue per Audited Statements
$16,824,211
Total Revenue per Form 990
$16,683,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,572,341
Other Expenses$7,347,770
Total Fundraising Expense$44,155
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,614,190$880,052-$6,494,242
Fees for Services Other$703,729$256,338$511$960,578
Current Officers, Directors, Trustees, and Key Employees$107,446$846,001-$953,447
Payroll Taxes$446,053$141,920-$587,973
Information Technology$568,459--$568,459
Other Employee Benefits$396,395$112,818-$509,213
Depreciation Depletion$144,306$360,161-$504,467
Occupancy$41,396$315,525-$356,921
Fees for Services Management$227,068$119,120$289$346,477
Office Expenses$92,478$189,533$3,287$285,298
Conferences and Meetings$50,775$96,364$95$147,234
Interest$2,469$125,545-$128,014
Insurance-$89,389-$89,389
Fees for Services Accounting-$79,500-$79,500
Advertising$3,103$10,166$39,973$53,242
All Other Expenses$16,050$33,915-$49,965
Other Expenses$10,652$38,656-$38,656
Fees for Services Legal-$32,999-$32,999
Pension Plan Contributions$22,183$5,283-$27,466
Travel$581$6,630-$7,211
Total Functional Expenses$11,920,535$3,955,421$44,155$15,920,111

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$16,059,311
Expenses per Audited Statements$15,920,111
Total Expenses per Form 990$15,920,111
Expenses Not Reported on Form 990$139,200
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right-of-use Liabilities$78,082
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The organization's bylaws authorize an executive committee, composed of the board chair, chair-elect, secretary, treasurer, immediate past-chair, all standing committee chairs, and the chief executive officer (ex-officio, non-voting). The executive committee is empowered to act on behalf of the full board between regularly scheduled meetings and in emergencies or unforeseen circumstances. All actions taken by the executive committee are reported to the full board at the next board meeting. No other committee is authorized to act for the full board.”

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed by management and the finance committee to ensure that all information is correct and accurate. The final 990 is presented to the board by the finance committee.”

Form 990, Part VI, Section B, Line 12C

“The board of trustees has established, adopted, and periodically updates a written corporate policy that sets forth procedures for disclosing and addressing conflicts of interest, or the appearance of conflicts of interest, involving trustees, officers, employees, consultants, and agents who provide services or goods to the corporation. Trustees are required to sign the corporation's conflict of interest disclosure form annually in accordance with this policy. As part of the policy, any individual with a conflict must recuse themselves from participating in discussions or voting on matters in which a conflict exists, in order to maintain confidentiality and uphold the integrity of the board's decisions.”

Form 990, Part VI, Section B, Line 15

“Annually, salaries for executive staff are reviewed against industry survey data. Every 5 years, all organization salaries are reviewed against market data for the industry, company size, and geographical area to ensure competitiveness and make recommendations for adjustments to the salary structure. The process described here was last completed in 2023.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are made available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
The Healthcare Connection Inc
EIN
31-0822524
Phone
5134833076
Address
1401 STEFFEN AVENUE, CINCINNATI, OH 45215

Signing Officer

Name
Jolene Joseph
Title
CEO
Phone
5134833076
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jolene Joseph
Formed
1970
Legal Domicile
Oh
Voting Board Members
17
Independent Board Members
17
Employees
176
Volunteers
25

Preparer

Firm
Cliftonlarsonallen Llp
Address
1785 INDIAN WOOD CIRCLE, MAUMEE, OH 43537
Preparer
Diann Stretten
Phone
4197942000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization is an exempt organization under section 501(c)(3) of the internal revenue code. Management of the organization is required to determine whether a tax position of the organization is more likely than not to be sustained upon examination by the applicable taxing authority, including resolution of any related appeals or litigation processes, based on the technical merits of the position. Management of the organization is not aware of any tax positions for which it is reasonably possible that the total amounts of unrecognized tax benefits will significantly change in the next 12 months. However, management's conclusions may be subject to review and adjustment later based on factors including, but not limited to, new tax laws, regulations, and administrative interpretations (including relevant court decisions). The organization's federal tax returns for the prior three fiscal years remain subject to examination by the internal revenue service.”

Raw XML AppendixShowing 400 of 764 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/EOYAmt01247049
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FEDERALLY QUALIFIED HEALTH CENTER THAT PROVIDES PRIMARY HEALTHCARE SERVICES TO THE MEDICALLY INDIGENT POPULATION OF HAMILTON COUNTY, OHIO.
IRS990/AdvertisingGrp/FundraisingAmt039973
IRS990/AdvertisingGrp/ManagementAndGeneralAmt010166
IRS990/AdvertisingGrp/ProgramServicesAmt03103
IRS990/AdvertisingGrp/TotalAmt053242
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IRS990/AllOtherExpensesGrp/TotalAmt049965
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IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE HEALTHCARE CONNECTION INC
IRS990/BooksInCareOfDetail/PhoneNum05135544100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01401 STEFFEN AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
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IRS990/CollectionsOfArtInd00
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO BOX 790372
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0NUVEM
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2CORONIS HEALTH RCM LLC
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4MARK SPAULDING CONSTRUCTION CO
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IRS990/ContractorCompensationGrp/ServicesDesc1THIRD PART INFORMATION TECHNOLOGY
IRS990/ContractorCompensationGrp/ServicesDesc2THIRD PARTY BILLING
IRS990/ContractorCompensationGrp/ServicesDesc3FINANCIAL CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc4CONSTRUCTION
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03008582
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherRevenueAmt00
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IRS990/DepreciationDepletionGrp/TotalAmt0504467
IRS990/Desc0THE ORGANIZATION PROVIDES PRIMARY MEDICAL, DENTAL AND INTEGRATED BEHAVIORAL HEALTH SERVICES TO THE MEDICAL INDIGENT POPULATION IN HAMILTON COUNTY, OHIO.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/DonorRstrOrQuasiEndowmentsInd00
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IRS990/MissionDesc0TO PROVIDE QUALITY, CULTURALLY SENSITIVE AND ACCESSIBLE PRIMARY HEALTH CARE SERVICES FOCUSING ON THE MEDICALLY UNDERSERVED, UNDERINSURED, AND UNINSURED RESIDING IN NORTHERN HAMILTON COUNTY AND SURROUNDING AREAS.
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