Civic Intelligence

Holzer Heritage Foundation

990 • Fiscal year 2017 • EIN 31-0927482

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

Organization ProfileWWW.HOLZER.ORG
100 Jackson PikeGallipolis, OH 45631

(740) 446-5060

Siviq Scores

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

Liabilities / Assets

84th percentile

0.62x

Higher debt load relative to assets than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

95th percentile

5.10x

Higher debt load relative to revenue than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

46th percentile

1.9%

Higher net margin than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2017

Revenue Growth

96th percentile

210%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2017

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$1,970,909

Up $206,456 (+12%) from 2016

Net Assets

Up

$739,132

Up $47,560 (+6.9%) from 2016

Liabilities

Up

$1,231,777

Up $158,896 (+15%) from 2016

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin46th percentile

Revenue

Up

$241,402

Up $185,024 (+328%) from 2016

Expenses

Up

$236,859

Up $131,756 (+125%) from 2016

Net Income

Up

$4,543

Up $53,268 (+109%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2017

Assets$1,970,909
Liabilities$1,231,777
Net Assets$739,132
Open 2017 Filing

Operations Trend

Revenue Growth96th percentile

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

2017

Revenue$241,402
Expenses$236,859
Net Income$4,543
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$241,402
Mission and Program Overview

Mission

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

To advance the health and well being of those we serve

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$0$1,607,243▲ $1,607,243
Investments Program Related$693,395$198,328▼ $495,067
Cash and Non-Interest-Bearing Accounts$74,745$134,405▲ $59,660
Accounts Receivable-$30,933-
Total Assets$1,764,453$1,970,909▲ $206,456
Other Assets Total$996,313$0▼ $996,313
Liabilities
Other Liabilities$371,682$1,220,123▲ $848,441
Accounts Payable and Accrued Expenses$701,199$11,654▼ $689,545
Total Liabilities$1,072,881$1,231,777▲ $158,896
Net Assets / Fund Balance
Temporarily Rstr Net Assets$778,590$910,267▲ $131,677
Unrestricted Net Assets$-87,018$-171,135▼ $84,117
Total Net Assets Fund Balance$691,572$739,132▲ $47,560
Total Liabilities and Net Assets / Fund Balance$1,764,453$1,970,909▲ $206,456

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,427,215-$1,427,215
Equipment$180,028$103,801$283,829
Investment Program Related Org$198,328--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Linda Jeffers LesterTrusteeFT$64,509$64,509

Board Members and Trustees

NameTitle
John C StevensPresident (from 1/17)
James E MorrisonPresident (through 12/16), Trustee
Shayna ChapmanVice President(from 12/16)
John JonesVice President(through 12/16), Trustee
April B Magnussen MdTrustee
Bob HoodTrustee
Brent SaundersTrustee
Choudray V Rayani MdTrustee
Dan WaughTrustee
Gene WoodTrustee
Gregory a ErvinTrustee
Jimmy WisemanTrustee
Marianne B CampbellTrustee
Mike NorthupTrustee
Ronald R TolerTrustee
Stan EvansTrustee
T Wayne MunroTrustee
Tom KarrTrustee
Michael HaynesTrustee (from 1/17), CFO - Hhs
Jane Stowers CraddockTrustee (through 12/16 )
Michael CanadyTrustee (through 12/16), CEO - Hhs
Dr Christopher MeyerCEO - Hhs
Dan JanicakCFO - Hhs
Robert S Bradley DoPhysician
Revenue and Support

Revenue Composition

Contributions and Grants
$35
Program Service Revenue
$141,086
Investment Income
$100,281
Other Revenue
$0
All Other Contributions
$35
Change in Net Assets
$4,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$122,414
Other Expenses$114,445
Total Fundraising Expense$65,933
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$47,380$1,550$46,700$95,630
Depreciation Depletion$41,465--$41,465
Other Employee Benefits$12,369$405$14,010$26,784
Fees for Services Other$10,477$11,959$606$23,042
Occupancy$18,430$541-$18,971
Office Expenses$4,669$153$1,981$6,803
Fees for Service Investment Mgmnt Fees-$2,896-$2,896
Other Expenses$33$3,016$2,636$2,669
Travel-$2,538-$2,538
Information Technology$1,053$65-$1,118
Total Functional Expenses$147,803$23,123$65,933$236,859
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
Related Party Payables$1,184,498
Accrual for Charitable Gift Annuity$35,625
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“Holzer health system is the sole member of the organization.”

Form 990, Part VI, Section A, line 7B

“Holzer foundation's decisions that are made by their board of directors can be overruled by holzer health system's board of directors.”

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

“The controller and the cfo of holzer health system review form 990. A copy will be provided to all board members prior to filing.”

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

“The organization follows the adopted policies of holzer medical center- jackson and holzer hospital foundation, related tax-exempt organizations. Conflict of interest statements are completed annually by all board members and officers, and are reviewed by the conflict of interest review committee. Members of the board are aware that they should disclose conflicts when they arise, and members abstain from participating in discussions or voting on matters where a conflict is present.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents and financial statements available to the public upon request. The organization does not have its own conflict of interest policy.”

FORM 990, PART VI, SECTION B, LINES 12-15:

“The organization does not have employees, however when applicable would follow the policies in place by holzer medical center-jackson and holzer hospital foundation for conflict of interest, whistleblower, document retention & destruction, and compensation.”

Filing and Contact Details

Filer

Filer Name
Holzer Heritage Foundation
EIN
31-0927482
Phone
7404465060
Address
100 Jackson Pike, Gallipolis, OH 45631

Signing Officer

Name
Mike Haynes
Title
CFO
Phone
7404465060
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Canady
Formed
1977
Legal Domicile
Oh
Voting Board Members
21
Independent Board Members
16
Employees
0
Volunteers
18

Preparer

Firm
Plante & Moran Pllc
Address
250 S HIGH STREET SUITE 100, COLUMBUS, OH 43215
Preparer
Bernie Ostrowski
Phone
6148493000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Change in temporarily restricted net assets 131,677.”

FORM 990, PART XI, LINE 2C:

“The audit oversight process and the process of selection of an independent accountant have not changed from the prior year.”

Raw XML AppendixShowing 400 of 771 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/Desc0THE 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. IN 2017, $2,000 WAS UTILIZED FROM THE CANCER CENTER RESTRICTED FUNDS, $292.50 WAS UTILIZED FROM THE HOSPICE FUND, AND $76.00 WAS UTILIZED FROM THE WELLNESS CENTER FUND.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4167030
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5353712
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8405662
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9545629
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1543763
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16925984
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23546751
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24351693
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT (FROM 1/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT (THROUGH 12/16), TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT(FROM 12/16)
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT(THROUGH 12/16), TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE (FROM 1/17), CFO - HHS
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE (THROUGH 12/16), CEO - HHS
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE (THROUGH 12/16 )
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23CEO - HHS
IRS990/Form990PartVIISectionAGrp/TitleTxt24CFO - HHS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0241402
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt065
IRS990/InformationTechnologyGrp/ProgramServicesAmt01053
IRS990/InformationTechnologyGrp/TotalAmt01118
IRS990/InvestmentIncomeGrp/ExclusionAmt0100281
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0100281
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0693395
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0198328
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0103801
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01607243
IRS990/LandBldgEquipCostOrOtherBssAmt01711044
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FRIENDLY VISITS, EXCELLENT CARE; EVERY PATIENT, EVERY TIME.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0691572
IRS990/NetAssetsOrFundBalancesEOYAmt0739132
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-88660
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0541
IRS990/OccupancyGrp/ProgramServicesAmt018430
IRS990/OccupancyGrp/TotalAmt018971
IRS990/OfficeExpensesGrp/FundraisingAmt01981
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0153
IRS990/OfficeExpensesGrp/ProgramServicesAmt04669
IRS990/OfficeExpensesGrp/TotalAmt06803
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0996313
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0131677
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt014010
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0405
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012369
IRS990/OtherEmployeeBenefitsGrp/TotalAmt026784
IRS990/OtherExpensesGrp/Desc0MINOR EQUIPMENT
IRS990/OtherExpensesGrp/Desc1PROPERTY TAXES
IRS990/OtherExpensesGrp/Desc2DUES, TRANSPORTATION, I
IRS990/OtherExpensesGrp/FundraisingAmt02636
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03016
IRS990/OtherExpensesGrp/ProgramServicesAmt07642
IRS990/OtherExpensesGrp/ProgramServicesAmt14285
IRS990/OtherExpensesGrp/ProgramServicesAmt233
IRS990/OtherExpensesGrp/TotalAmt010658
IRS990/OtherExpensesGrp/TotalAmt14285
IRS990/OtherExpensesGrp/TotalAmt22669
IRS990/OtherLiabilitiesGrp/BOYAmt0371682
IRS990/OtherLiabilitiesGrp/EOYAmt01220123
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt046700
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01550
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt047380
IRS990/OtherSalariesAndWagesGrp/TotalAmt095630
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL CANADY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0713940
IRS990/ProgramServiceRevenueGrp/Desc0Wellness Center Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0141086
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0141086
IRS990/ProgSrvcAccomActy2Grp/Desc0THE HOLZER THERAPY AND WELLNESS CENTER IS A COMPREHENSIVE WELLNESS CENTER THAT OFFERS AN INTEGRATED PROGRAM OF TOTAL HEALTHCARE SERVICES INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH AND MASSAGE THERAPIES, INDIVIDUALIZED HEALTH RISK ASSESSMENTS AND SUPERVISED FITNESS PLANS. PERSONALIZED HEALTH ASSESSMENTS WILL BE PERFORMED FOR EACH ENROLLEE. PROGRAMMING GOES WELL BEYOND A TYPICAL FITNESS CENTER BY INCORPORATING THE EXPERTISE OF HEALTHCARE PROFESSIONALS PROVIDING THE MEDICAL FITNESS DIFFERENCE RESULTING IN A HEALTHIER AND BETTER-EDUCATED COMMUNITY. THE WELLNESS CENTER FEATURES INCLUDE:A WALKING/RUNNING TRACKSTATE-OF-THE-ART EXERCISE EQUIPMENTSAUNASHOWER AND LOCKER AREAVENDING SERVICESA MULTIPURPOSE MEETING ROOM FOR A VARIETY OF FITNESS CLASSES AND EDUCATIONALPROGRAMS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0100160
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0141086
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0500
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt055878
IRS990/PYOtherExpensesAmt047898
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-48725
IRS990/PYSalariesCompEmpBnftPaidAmt057205
IRS990/PYTotalExpensesAmt0105103
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt056378
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt04543
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,970,909
Liabilities
$1,231,777
Net assets
$739,132
Revenue
$241,402
Expenses
$236,859
Net income
$4,543
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