Civic Intelligence

Holzer Heritage Foundation

990 • Fiscal year 2011 • EIN 31-0927482

Jul 01, 2010 to Jun 30, 2011 • Filed on May 15, 2012

Organization ProfileWWW.HOLZER.ORG
100 Jackson Pike45631
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.04x

Higher debt load relative to assets than 33% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

22nd percentile

-5.6%

Faster asset growth than 22% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,148,512

Down $68,362 (-5.6%) from 2010

Net Assets

Down

$1,105,836

Down $72,669 (-6.2%) from 2010

Liabilities

Up

$42,676

Up $4,307 (+11%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$199,646

Up $7,572 (+3.9%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $1,216,874Liabilities 2010: $38,369Net Assets 2010: $1,178,5052010Assets 2011: $1,148,512Liabilities 2011: $42,676Net Assets 2011: $1,105,8362011Assets 2012: $1,104,705Liabilities 2012: $37,061Net Assets 2012: $1,067,6442012Assets 2013: $1,122,913Liabilities 2013: $219,187Net Assets 2013: $903,7262013Assets 2014: $1,081,191Liabilities 2014: $182,562Net Assets 2014: $898,6292014Assets 2016: $1,764,453Liabilities 2016: $1,072,881Net Assets 2016: $691,5722016Assets 2017: $1,970,909Liabilities 2017: $1,231,777Net Assets 2017: $739,1322017Assets 2018: $2,429,309Liabilities 2018: $1,606,382Net Assets 2018: $822,9272018Assets 2019: $2,837,146Liabilities 2019: $1,934,368Net Assets 2019: $902,7782019Assets 2020: $3,323,920Liabilities 2020: $2,291,621Net Assets 2020: $1,032,2992020Assets 2021: $7,570,576Liabilities 2021: $2,644,702Net Assets 2021: $4,925,8742021Assets 2022: $7,585,705Liabilities 2022: $2,990,833Net Assets 2022: $4,594,8722022Assets 2023: $7,795,725Liabilities 2023: $3,179,149Net Assets 2023: $4,616,5762023Assets 2024: $7,271,062Liabilities 2024: $2,809,003Net Assets 2024: $4,462,0592024

Highlighted filing

2011

Assets$1,148,512
Liabilities$42,676
Net Assets$1,105,836
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $192,0742010Expenses 2011: $199,6462011Expenses 2012: $182,2982012Expenses 2013: $319,6602013Revenue 2014: $8,107Expenses 2014: $125,512Net Income 2014: -$117,4052014Revenue 2016: $56,378Expenses 2016: $105,103Net Income 2016: -$48,7252016Revenue 2017: $241,402Expenses 2017: $236,859Net Income 2017: $4,5432017Revenue 2018: $310,881Expenses 2018: $311,234Net Income 2018: -$3532018Revenue 2019: $316,177Expenses 2019: $316,308Net Income 2019: -$1312019Revenue 2020: $238,848Expenses 2020: $401,358Net Income 2020: -$162,5102020Revenue 2021: $202,523Expenses 2021: $532,934Net Income 2021: -$330,4112021Revenue 2022: $253,589Expenses 2022: $535,173Net Income 2022: -$281,5842022Revenue 2023: $289,456Expenses 2023: $527,731Net Income 2023: -$238,2752023Revenue 2024: $318,579Expenses 2024: $642,162Net Income 2024: -$323,5832024

Highlighted filing

2011

Revenue-
Expenses$199,646
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 15, 2012
Return Version
2010v3.4
Gross Receipts
$165,434
Mission and Program Overview

Mission

Friendly visits, excellent care; every patient, every time.

Filing and Contact Details

Filer

EIN
31-0927482
Raw XML AppendixShowing 400 of 661 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.

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IRS990/ActivityOrMissionDescription0THE PRIMARY PURPOSE OF HOLZER FOUNDATION IS TO ASSURE THE CONTINUING ADVANCEMENT OF HEALTH AND MEDICAL CARE, ALONG WITH EDUCATION AND RESEARCH BY RAISING, MANAGING AND INVESTING GIFTS AND BEQUESTS TO ADVANCE HEALTH CARE THROUGH THE DISTRIBUTION OF THESE DONATIONS.
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IRS990/Description0SEE SCHEDULE OTHE 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. $130,270 IN RESTRICTED FUNDS WAS UTILIZED IN 2011.LIFELINE HAS BEEN A SPECIAL PROJECT OF THE FOUNDATION SINCE IT WAS ESTABLISHED IN 1984. MONEY FROM THE FOUNDATION IN THE PAST HAS BEEN ALLOCATED BY BOARD APPROVAL TO PURCHASE THE LIFELINE SUBSCRIBER UNITS, TO BE MADE AVAILABLE TO THE ELDERLY OR PHYSICALLY IMPAIRED, WHO NEED SUCH A SERVICE IN ORDER TO MAINTAIN THEIR INDEPENDENCE AND REMAIN IN THEIR OWN HOMES. LIFELINE SERVICE PROVIDES DIRECT CONTACT TO THE HOSPITAL EMERGENCY ROOM BY MERELY PUSHING A BUTTON, WHICH THE SUBSCRIBER WEARS AT ALL TIMES. LIFELINE UNITS HAVE BEEN FULLY DEPRECIATED THEREFORE THERE ARE NO CURRENT EXPENSES.THE WELLNESS PROGRAM AT HOLZER MEDICAL CENTER IS DEDICATED TO PROVIDING FREE SCREENINGS FOR BLOOD PRESSURE, CHOLESTEROL, BLOOD GLUCOSE, BODY FAT ANALYSIS, BONE DENSITY, ETC., TO PEOPLE IN THE PRIMARY SERVICE AREA. THIS IS ACCOMPLISHED THROUGH SPECIAL EVENTS, COMMUNITY PROGRAMS, VISITS TO SENIOR CENTERS THROUGHOUT THE YEAR, AND DURING THE SUMMER AND EARLY FALL, THROUGH COUNTY FAIRS AND FESTIVALS. THE HOSPITAL'S MOBILE UNIT IS ALWAYS INVOLVED TO PROVIDE FREE SCREENINGS AND VALUABLE HEALTH CARE INFORMATION. THE FOUNDATION PAYS FOR SPECIFIC SUPPLIES TO MAKE THESE SCREENINGS AND PROGRAMS POSSIBLE. $970 IN RESTRICTED FUNDS WAS UTILIZED IN 2011.THE FOUNDATION AWARDS SCHOLARSHIPS TO DESERVING STUDENTS WHO APPLY, WANTING TO ADVANCE THEIR EDUCATION AND EARN THEIR BSN DEGREES. THE MONEY FOR THESE SCHOLARSHIPS COMES FROM THE INTEREST EARNED ON THE THREE SCHOLARSHIP FUNDS WHICH ARE A PART OF THE FOUNDATION (THE KAREN HUDSON SCHOLARSHIP, THE BEN W. MULLINS MEMORIAL NURSING SCHOLARSHIP, AND THE SAYRE SCHOLARSHIP) OR FROM SPECIAL GIFTS SO DESIGNATED. THREE SCHOLARSHIPS WERE AWARDED IN THIS FISCAL YEAR. $3,000 IN RESTRICTED FUNDS WAS SPENT.
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IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/Equipment/BookValue01772
IRS990ScheduleD/Equipment/Depreciation060565
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis062337
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0THE INTERNAL REVENUE SERVICE HAS RULED THAT THE SYSTEM IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A PUBLIC CHARITY DESCRIBED IN SECTION 509(A)(2); ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE CONSOLIDATED FINANCIAL STATEMENTS. ALL OF THE SYSTEM'S SUBSIDIARIES, WITH THE EXCEPTION OF HOLZER VANGUARD, HAVE ALSO BEEN DETERMINED TO BE TAX EXEMPT BY THE INTERNAL REVENUE SERVICE. HOLZER VANGUARD IS A TAXABLE CORPORATION. IT FILES INCOME TAX RETURNS BASED ON ITS TAXABLE INCOME. FOR THE YEARS ENDED JUNE 30, 2011 AND 2010, FEDERAL INCOME TAXES WERE NOT SIGNIFICANT. THE SYSTEM FILES FEDERAL AND STATE TAX RETURNS AND IS NO LONGER SUBJECT TO FEDERAL, STATE, OR LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE FISCAL YEAR 2008.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0PART X:
IRS990ScheduleD/InvestmentsProgramRelated/BookValue01045874
IRS990ScheduleD/InvestmentsProgramRelated/Description0OVB TRUST
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation0F
IRS990ScheduleD/OtherLiabilities/Amount037917
IRS990ScheduleD/OtherLiabilities/Amount14759
IRS990ScheduleD/OtherLiabilities/Description0ACCRUAL FOR CHARITABLE GIFT ANNUITY
IRS990ScheduleD/OtherLiabilities/Description1RELATED PARTY PAYABLES
IRS990ScheduleD/TotalOfAmounts042676
IRS990ScheduleD/TotalOfBookValueLandBuildings01772
IRS990ScheduleD/TotalOfBookValueProgramRelated01045874
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1057749
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal057749
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents06233
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent101998
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents01998
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1061949
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal061949
IRS990ScheduleG/EventsInformation/GrossRevenueEvent104200
IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents04200
IRS990ScheduleG/EventsInformation/NameOfEvent10CELEBRITY DINNER
IRS990ScheduleG/EventsInformation/NetIncomeSummary0-2033
IRS990ScheduleG/EventsInformation/OtherDirectExpensesEvent104235
IRS990ScheduleG/EventsInformation/OtherDirectExpensesTotalEvents04235
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: HOLZER FOUNDATION PERIODICALLY PROVIDES SUPPORT TO RELATED TAX-EXEMPT ORGANIZATIONS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10380 COLONIAL DRIVE
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine11100 JACKSON PIKE
IRS990ScheduleI/RecipientTable/AddressUS/City0BIDWELL
IRS990ScheduleI/RecipientTable/AddressUS/City1GALLIPOLIS
IRS990ScheduleI/RecipientTable/AddressUS/State0OH
IRS990ScheduleI/RecipientTable/AddressUS/State1OH
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode045614
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode145631
IRS990ScheduleI/RecipientTable/AmountOfCashGrant014944
IRS990ScheduleI/RecipientTable/AmountOfCashGrant1130270
IRS990ScheduleI/RecipientTable/DescriptionOfNonCashAssistance0N/A
IRS990ScheduleI/RecipientTable/DescriptionOfNonCashAssistance1N/A
IRS990ScheduleI/RecipientTable/EINOfRecipient0311534051
IRS990ScheduleI/RecipientTable/EINOfRecipient1314379491
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSection1501(C)(3)
IRS990ScheduleI/RecipientTable/MethodOfValuation0N/A
IRS990ScheduleI/RecipientTable/MethodOfValuation1N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrant0TO SUPPORT SENIOR CARE AND ASSISTED LIVING PROGRAMS.
IRS990ScheduleI/RecipientTable/PurposeOfGrant1TO SUPPORT HOSPICE CENTER.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10HOLZER SENIOR CARE CENTER
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine11HOLZER HOSPITAL FOUNDATION
IRS990ScheduleI/RecordsMaintained01
IRS990ScheduleI/TotalNbrOf501C3AndGovtGrants02

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,148,512
Liabilities
$42,676
Net assets
$1,105,836
Revenue
-
Expenses
$199,646
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.27$2.81$4.46$0.32$0.64$0.32
2023Detailed filing. Detailed filing data is available for this year.$7.80$3.18$4.62$0.29$0.53$0.24
2022Detailed filing. Detailed filing data is available for this year.$7.59$2.99$4.59$0.25$0.54$0.28
2021Detailed filing. Detailed filing data is available for this year.$7.57$2.64$4.93$0.20$0.53$0.33
2020Detailed filing. Detailed filing data is available for this year.$3.32$2.29$1.03$0.24$0.40$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.84$1.93$0.90$0.32$0.32$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.43$1.61$0.82$0.31$0.31$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.97$1.23$0.74$0.24$0.24$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.76$1.07$0.69$0.06$0.11$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.18$0.90$0.01$0.13$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.22$0.90$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.04$1.07$0.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.04$1.11$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.04$1.18$0.19