Civic Intelligence

Holzer Heritage Foundation

990 • Fiscal year 2021 • EIN 31-0927482

Jul 01, 2020 to Jun 30, 2021 • Filed on May 10, 2022

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

72nd percentile

0.35x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

98th percentile

13.06x

Higher debt load relative to revenue than 98% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

2nd percentile

-163%

Higher net margin than 2% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

96th percentile

$617,183

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 304.7% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

96th percentile

128%

Faster asset growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

15th percentile

-15%

Faster revenue growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$7,570,576

Up $4,246,656 (+128%) from 2020

Net Assets

Up

$4,925,874

Up $3,893,575 (+377%) from 2020

Liabilities

Up

$2,644,702

Up $353,081 (+15%) from 2020

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin2nd percentile

Revenue

Down

$202,523

Down $36,325 (-15%) from 2020

Expenses

Up

$532,934

Up $131,576 (+33%) from 2020

Net Income

Down

-$330,411

Down $167,901 (-103%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2021

Assets$7,570,576
Liabilities$2,644,702
Net Assets$4,925,874
Open 2021 Filing

Operations Trend

Revenue Growth15th 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

2021

Revenue$202,523
Expenses$532,934
Net Income-$330,411
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 10, 2022
Return Version
2020v4.2
Gross Receipts
$202,523
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
Cash and Non-Interest-Bearing Accounts$1,169,201$5,097,055▲ $3,927,854
Land, Buildings, and Equipment, Net$1,375,676$1,699,914▲ $324,238
Investments Program Related$196,505$192,807▼ $3,698
Accounts Receivable$122,201$23,417▼ $98,784
Inventories for Sale or Use$2,667$2,756▲ $89
Total Assets$3,323,920$7,570,576▲ $4,246,656
Other Assets Total$457,670$554,627▲ $96,957
Liabilities
Other Liabilities$2,290,494$2,634,485▲ $343,991
Accounts Payable and Accrued Expenses$1,127$10,217▲ $9,090
Total Liabilities$2,291,621$2,644,702▲ $353,081
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-340,281$3,678,173▲ $4,018,454
Net Assets With Donor Restrictions$1,372,580$1,247,701▼ $124,879
Total Net Assets Fund Balance$1,032,299$4,925,874▲ $3,893,575
Total Liabilities and Net Assets / Fund Balance$3,323,920$7,570,576▲ $4,246,656

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,556,418$182,704$1,739,122
Equipment$35,673$268,043$303,716
Other Land Buildings$99,588-$99,588
Land$8,235-$8,235
Other Assets Org$554,627--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Abby Wiseman GreerTrusteeFT$41,178$41,178

Board Members and Trustees

NameTitle
John JonesPresident
Shayna ChapmanVice President
April B Magnussen MdTrustee
Bob HoodTrustee
Brent SaundersTrustee
Dan WaughTrustee
Debbie SaundersTrustee
Gene WoodTrustee
Gregory a ErvinTrustee
James E MorrisonTrustee
John C StevensTrustee
Marianne B CampbellTrustee
Paul CoveyTrustee
Ronald R TolerTrustee
Stan EvansTrustee
T Wayne Munro MdTrustee
Tom ReedTrustee
Michael CanadyCEO - Hhs
Michael HaynesCFO - Hhs
Mike NorthupSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,396
Program Service Revenue
$201,013
Investment Income
$-1,886
Other Revenue
$0
All Other Contributions
$3,396
Change in Net Assets
$-330,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$290,747
Salaries, Compensation, and Employee Benefits$242,187
Total Fundraising Expense$56,839
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$64,001$85,289$37,008$186,298
Depreciation Depletion$95,491--$95,491
Other Employee Benefits$14,240$18,977$8,234$41,451
Occupancy$28,626$5,369-$33,995
Fees for Services Other$2,455$23,299-$25,754
Office Expenses$5,619$7,485$5,964$19,068
Payroll Taxes$4,960$6,610$2,868$14,438
Information Technology--$2,765$2,765
Fees for Services Legal-$770-$770
Travel-$206-$206
All Other Expenses$55$54-$109
Insurance$26--$26
Other Expenses$10$351-$10
Total Functional Expenses$327,685$148,410$56,839$532,934
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$2,600,851
Accrual for Charitable Gift Annuity$28,976
Deferred Revenue$4,658
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
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
Doing Business As
Holzer Foundation

Signing Officer

Name
Mike Haynes
Title
CFO
Phone
7404465060
Signed
2022-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Canady
Formed
1977
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
17
Employees
0
Volunteers
26

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 -124,879. Transfer to/from affiliates 4,348,865.”

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 697 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
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01127
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010217
IRS990/AccountsReceivableGrp/BOYAmt0122201
IRS990/AccountsReceivableGrp/EOYAmt023417
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ADVANCE THE HEALTH AND WELL BEING OF THOSE WE SERVE
IRS990/AllOtherContributionsAmt03396
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt054
IRS990/AllOtherExpensesGrp/ProgramServicesAmt055
IRS990/AllOtherExpensesGrp/TotalAmt0109
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL HAYNES CFO
IRS990/BooksInCareOfDetail/PhoneNum07404465060
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 JACKSON PIKE
IRS990/BooksInCareOfDetail/USAddress/CityNm0GALLIPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045631
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01169201
IRS990/CashNonInterestBearingGrp/EOYAmt05097055
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03396
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-1886
IRS990/CYOtherExpensesAmt0290747
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0201013
IRS990/CYRevenuesLessExpensesAmt0-330411
IRS990/CYSalariesCompEmpBnftPaidAmt0242187
IRS990/CYTotalExpensesAmt0532934
IRS990/CYTotalFundraisingExpenseAmt056839
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0202523
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt095491
IRS990/DepreciationDepletionGrp/TotalAmt095491
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 2021, $13,750.00 WAS UTILIZED FROM THE CELEBRITY DINNER FUND, $9,019.26 WAS UTILIZED FROM DANI'S ELF FUND, $1,686.15 WAS UTILIZED IN HOSPITALITY, $600.00 WAS UTILIZED FROM CANCER CENTER TRAVEL VOUCHERS, $402.00 WAS UTILIZED FROM FROM CANCER EDUCATION FUND, $11,778.69 WAS UTILIZED FROM THE HOSPICE FUND, $14,728.00 WAS UTILIZED FROM THE CRISIS FUND, $127,749.00 WAS UTILIZED FROM THE HOLZER LEADERSHIP INSTITUTE FUND, $2,610.00 WAS UTILIZED FROM THE TV FUND, AND $500 WAS UTILIZED FROM THE CANCER CENTER.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0HOLZER FOUNDATION
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01372580
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01247701
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0116610
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0770
IRS990/FeesForServicesLegalGrp/TotalAmt0770
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt023299
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02455
IRS990/FeesForServicesOtherGrp/TotalAmt025754
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt049.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt149.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt249.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt11719
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL CANADY
IRS990/Form990PartVIISectionAGrp/PersonNm1BRENT SAUNDERS
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL HAYNES
IRS990/Form990PartVIISectionAGrp/PersonNm3ABBY WISEMAN GREER
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE NORTHUP
IRS990/Form990PartVIISectionAGrp/PersonNm5SHAYNA CHAPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN C STEVENS
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES E MORRISON
IRS990/Form990PartVIISectionAGrp/PersonNm9BOB HOOD
IRS990/Form990PartVIISectionAGrp/PersonNm10DAN WAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm11GENE WOOD
IRS990/Form990PartVIISectionAGrp/PersonNm12GREGORY A ERVIN
IRS990/Form990PartVIISectionAGrp/PersonNm13RONALD R TOLER
IRS990/Form990PartVIISectionAGrp/PersonNm14STAN EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm15T WAYNE MUNRO MD
IRS990/Form990PartVIISectionAGrp/PersonNm16MARIANNE B CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm17APRIL B MAGNUSSEN MD
IRS990/Form990PartVIISectionAGrp/PersonNm18DEBBIE SAUNDERS
IRS990/Form990PartVIISectionAGrp/PersonNm19PAUL COVEY
IRS990/Form990PartVIISectionAGrp/PersonNm20TOM REED
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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/ReportableCompFromRltdOrgAmt0617183
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1405662
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2340001
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt341178
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO - HHS
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO - HHS
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0202523
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02765
IRS990/InformationTechnologyGrp/TotalAmt02765
IRS990/InsuranceGrp/ProgramServicesAmt026
IRS990/InsuranceGrp/TotalAmt026
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02667
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02756
IRS990/InvestmentIncomeGrp/ExclusionAmt0-1886
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-1886
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0196505
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0192807
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0450747
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01375676
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01699914
IRS990/LandBldgEquipCostOrOtherBssAmt02150661
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/NetAssetsOrFundBalancesBOYAmt01032299
IRS990/NetAssetsOrFundBalancesEOYAmt04925874
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-340281
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03678173
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05369
IRS990/OccupancyGrp/ProgramServicesAmt028626
IRS990/OccupancyGrp/TotalAmt033995
IRS990/OfficeExpensesGrp/FundraisingAmt05964
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07485
IRS990/OfficeExpensesGrp/ProgramServicesAmt05619
IRS990/OfficeExpensesGrp/TotalAmt019068
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0457670
IRS990/OtherAssetsTotalGrp/EOYAmt0554627
IRS990/OtherChangesInNetAssetsAmt04223986
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08234
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt018977
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014240
IRS990/OtherEmployeeBenefitsGrp/TotalAmt041451
IRS990/OtherExpensesGrp/Desc0BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc1MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc2FOOD EXPENSE
IRS990/OtherExpensesGrp/Desc3LATE FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0351
IRS990/OtherExpensesGrp/ProgramServicesAmt0110000
IRS990/OtherExpensesGrp/ProgramServicesAmt12202
IRS990/OtherExpensesGrp/ProgramServicesAmt210
IRS990/OtherExpensesGrp/TotalAmt0110000
IRS990/OtherExpensesGrp/TotalAmt12202
IRS990/OtherExpensesGrp/TotalAmt2351
IRS990/OtherExpensesGrp/TotalAmt310
IRS990/OtherLiabilitiesGrp/BOYAmt02290494
IRS990/OtherLiabilitiesGrp/EOYAmt02634485
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt037008
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt085289
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt064001
IRS990/OtherSalariesAndWagesGrp/TotalAmt0186298
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02868
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06610
IRS990/PayrollTaxesGrp/ProgramServicesAmt04960
IRS990/PayrollTaxesGrp/TotalAmt014438
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL CANADY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0713940
IRS990/ProgramServiceRevenueGrp/Desc0WELLNESS CENTER FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0201013
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0201013
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 EDUCATIONAL PROGRAMS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0211075
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0201013
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02265
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01019
IRS990/PYOtherExpensesAmt0170524
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0235564
IRS990/PYRevenuesLessExpensesAmt0-162510
IRS990/PYSalariesCompEmpBnftPaidAmt0230834
IRS990/PYTotalExpensesAmt0401358
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0238848
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-330411
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt035
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt019872
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01215
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07750
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0100281
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0110265

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,570,576
Liabilities
$2,644,702
Net assets
$4,925,874
Revenue
$202,523
Expenses
$532,934
Net income
-$330,411
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