Civic Intelligence

Holzer Heritage Foundation

990 • Fiscal year 2013 • EIN 31-0927482

Jul 01, 2012 to Jun 30, 2013 • Filed on May 15, 2014

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

59th percentile

0.20x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

48th percentile

1.6%

Faster asset growth than 48% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$1,122,913

Up $18,208 (+1.6%) from 2012

Net Assets

Down

$903,726

Down $163,918 (-15%) from 2012

Liabilities

Up

$219,187

Up $182,126 (+491%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$319,660

Up $137,362 (+75%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2013

Assets$1,122,913
Liabilities$219,187
Net Assets$903,726
Open 2013 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

2013

Revenue-
Expenses$319,660
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 15, 2014
Return Version
2012v2.1
Gross Receipts
$112,729
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 681 raw XML fields

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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. $53,794 IN RESTRICTED FUNDS WAS UTILIZED IN 2013. 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. $1,081 IN RESTRICTED FUNDS WAS UTILIZED IN 2013.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. $2,000 IN RESTRICTED FUNDS WAS SPENT.
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IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus4Years030816
IRS990ScheduleA/OtherIncome170/Total081716
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.73520
IRS990ScheduleA/PublicSupportPertcentPriorYear00.69660
IRS990ScheduleA/PublicSupportTotal1700655537
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0103741
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year0139193
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years0152683
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0150851
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years0191239
IRS990ScheduleA/Total170/Total0737707
IRS990ScheduleA/TotalSupport0891603
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/Equipment/BookValue0985
IRS990ScheduleD/Equipment/Depreciation061352
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis062337
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SYSTEM AND RECOGNIZE A TAX LIABILITY IF THE SYSTEM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY THE SYSTEM AND HAS CONCLUDED THAT AS OF JUNE 30, 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE SYSTEM IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE SYSTEM FILES FEDERAL AND STATE TAX RETURNS AND BELIEVES IT IS NO LONGER SUBJECT TO FEDERAL, STATE, OR LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE FISCAL YEAR 2010.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART X, LINE 2:
IRS990ScheduleD/InvestmentsProgramRelated/BookValue0927749
IRS990ScheduleD/InvestmentsProgramRelated/Description0OBV TRUST
IRS990ScheduleD/InvestmentsProgramRelated/MethodOfValuation0F
IRS990ScheduleD/OtherLiabilities/Amount083726
IRS990ScheduleD/OtherLiabilities/Amount135461
IRS990ScheduleD/OtherLiabilities/Description0RELATED PARTY PAYABLES
IRS990ScheduleD/OtherLiabilities/Description1ACCRUAL FOR CHARITABLE GIFT ANNUITY
IRS990ScheduleD/TotalOfAmounts0119187
IRS990ScheduleD/TotalOfBookValueLandBuildings0985
IRS990ScheduleD/TotalOfBookValueProgramRelated0927749
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1034851
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal034851
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents05500
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent102000
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents02000
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1044751
IRS990ScheduleG/EventsInformation/GrossReceiptsTotal044751
IRS990ScheduleG/EventsInformation/GrossRevenueEvent109900

Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,122,913
Liabilities
$219,187
Net assets
$903,726
Revenue
-
Expenses
$319,660
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