Civic Intelligence

Holzer Heritage Foundation

990 • Fiscal year 2019 • EIN 31-0927482

Jul 01, 2018 to Jun 30, 2019 • Filed on Jun 03, 2020

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

86th percentile

0.68x

Higher debt load relative to assets than 86% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

96th percentile

6.12x

Higher debt load relative to revenue than 96% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

39th percentile

-0.0%

Higher net margin than 39% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

99th percentile

$950,262

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 300.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

1.7%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$2,837,146

Up $407,837 (+17%) from 2018

Net Assets

Up

$902,778

Up $79,851 (+9.7%) from 2018

Liabilities

Up

$1,934,368

Up $327,986 (+20%) from 2018

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin39th percentile

Revenue

Up

$316,177

Up $5,296 (+1.7%) from 2018

Expenses

Up

$316,308

Up $5,074 (+1.6%) from 2018

Net Income

Up

-$131

Up $222 (+63%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2019

Assets$2,837,146
Liabilities$1,934,368
Net Assets$902,778
Open 2019 Filing

Operations Trend

Revenue Growth44th 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

2019

Revenue$316,177
Expenses$316,308
Net Income-$131
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jun 3, 2020
Return Version
2018v3.1
Gross Receipts
$316,177
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$1,526,739$1,447,136▼ $79,603
Cash and Non-Interest-Bearing Accounts$436,278$729,050▲ $292,772
Investments Program Related$198,447$197,712▼ $735
Accounts Receivable$79,759$110,823▲ $31,064
Inventories for Sale or Use$1,582$2,604▲ $1,022
Total Assets$2,429,309$2,837,146▲ $407,837
Other Assets Total$186,504$349,821▲ $163,317
Liabilities
Other Liabilities$1,585,148$1,913,303▲ $328,155
Accounts Payable and Accrued Expenses$21,234$21,065▼ $169
Total Liabilities$1,606,382$1,934,368▲ $327,986
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,000,567$1,080,549▲ $79,982
Unrestricted Net Assets$-177,640$-177,771▼ $131
Total Net Assets Fund Balance$822,927$902,778▲ $79,851
Total Liabilities and Net Assets / Fund Balance$2,429,309$2,837,146▲ $407,837

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,330,638$96,577$1,427,215
Equipment$116,498$174,320$290,818
Investment Program Related Org$197,712--
Other Assets Org$349,821--
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Linda Jeffers LesterTrusteeFT$80,567$80,567

Board Members and Trustees

NameTitle
John JonesPresident
Shayna ChapmanVice President
April B Magnussen MdTrustee
Bob HoodTrustee
Brent SaundersTrustee
Choudray V Rayani MdTrustee
Dan WaughTrustee
Debbie SaundersTrustee
Gene WoodTrustee
Gregory a ErvinTrustee
James E MorrisonTrustee
John C StevensTrustee
Marianne B CampbellTrustee
Ronald R TolerTrustee
Stan EvansTrustee
T Wayne Munro MdTrustee
Tom KarrTrustee (part Year - Until 8/16/18)
Michael CanadyCEO - Hhs
Michael HaynesCFO - Hhs
Christopher MeyersFormer CEO - Hhs
Robert S Bradley DoPhysician
Mike NorthupSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,880
Program Service Revenue
$304,082
Investment Income
$1,215
Other Revenue
$0
All Other Contributions
$10,880
Change in Net Assets
$-131
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$170,552
Salaries, Compensation, and Employee Benefits$145,756
Total Fundraising Expense$70,402
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$71,398$400$40,288$112,086
Depreciation Depletion$83,897--$83,897
Other Employee Benefits$21,463$120$12,087$33,670
Travel$29,420$60-$29,480
Office Expenses$12,882$71$15,240$28,193
Fees for Services Other$12,304$10,692$2,673$25,669
Payment Travel Entrtnmnt Publicly Ofcl$779$837$174$1,790
Other Expenses$1,583-$-60$1,523
Total Functional Expenses$233,726$12,180$70,402$316,308
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$1,877,997
Accrual for Charitable Gift Annuity$28,781
Deferred Revenue$6,525
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
2020-06-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Canady
Formed
1977
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
15
Employees
0
Volunteers
15

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in temporarily restricted net assets 79,982.”

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.”

Form 990, Part IX, Fundraising

“Fundraising expenses relate to restricted contributions.”

Raw XML AppendixShowing 400 of 742 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 2019, $79,036.54 WAS UTILIZED FROM THE CELEBRITY DINNER FUND, $8,000 WAS UTILIZED FROM DANI'S ELF FUND, $3,199.82 WAS UTILIZED IN CANCER CENTER, $815 WAS UTILIZED IN CANCER CENTER TRAVEL VOUCHERS, $617.22 WAS UTILIZED FROM FROM CASTEEL FUND, $3,816 WAS UTILIZED FROM THE HOLZER IN LIGHTS FUND, $7,882.21 WAS UTILIZED FROM THE HOSPICE FUND, $2,000 WAS UTILIZED FROM THE OPERATING LIFT OFF FUND, AND $5,380 WAS UTILIZED FROM THE WELLNESS CENTER FUND.
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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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4319998
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6446229
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7747510
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1259821
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13950262
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21559980
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22129921
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4CFO - HHS
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PHYSICIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE (PART YEAR - UNTIL 8/16/18)
IRS990/Form990PartVIISectionAGrp/TitleTxt21CEO - HHS
IRS990/Form990PartVIISectionAGrp/TitleTxt22FORMER CEO - HHS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0316177
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt01582
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02604
IRS990/InvestmentIncomeGrp/ExclusionAmt01215
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01215
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0198447
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0197712
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0270897
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01526739
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01447136
IRS990/LandBldgEquipCostOrOtherBssAmt01718033
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/NetAssetsOrFundBalancesBOYAmt0822927
IRS990/NetAssetsOrFundBalancesEOYAmt0902778
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt015240
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt071
IRS990/OfficeExpensesGrp/ProgramServicesAmt012882
IRS990/OfficeExpensesGrp/TotalAmt028193
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0186504
IRS990/OtherAssetsTotalGrp/EOYAmt0349821
IRS990/OtherChangesInNetAssetsAmt079982
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012087
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0120
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt021463
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033670
IRS990/OtherExpensesGrp/Desc0MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt0-60
IRS990/OtherExpensesGrp/ProgramServicesAmt01583
IRS990/OtherExpensesGrp/TotalAmt01523
IRS990/OtherLiabilitiesGrp/BOYAmt01585148
IRS990/OtherLiabilitiesGrp/EOYAmt01913303
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt040288
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0400
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt071398
IRS990/OtherSalariesAndWagesGrp/TotalAmt0112086
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL CANADY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0713940
IRS990/ProgramServiceRevenueGrp/Desc0WELLNESS CENTER FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0304082
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0304082
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/ExpenseAmt0131596
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0304082
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03296
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07750
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt0174
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt0837
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt0779
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt01790
IRS990/PYOtherExpensesAmt0169972
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0299835
IRS990/PYRevenuesLessExpensesAmt0-353
IRS990/PYSalariesCompEmpBnftPaidAmt0141262
IRS990/PYTotalExpensesAmt0311234
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0310881
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-131
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0500
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014711
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01215
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07750
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0100281
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt055878
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt017607
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0182731
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0304082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0299835
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0141086
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0745003
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07750
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0100281
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt055878
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt017607
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0182731
IRS990ScheduleA/InvestmentIncomeCYPct00.19390

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,837,146
Liabilities
$1,934,368
Net assets
$902,778
Revenue
$316,177
Expenses
$316,308
Net income
-$131
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