Civic Intelligence

Holzer Heritage Foundation

990 • Fiscal year 2022 • EIN 31-0927482

Jul 01, 2021 to Jun 30, 2022 • Filed on May 01, 2023

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

75th percentile

0.39x

Higher debt load relative to assets than 75% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

11.79x

Higher debt load relative to revenue than 97% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

3rd percentile

-111%

Higher net margin than 3% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

97th percentile

$679,068

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 267.8% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

48th percentile

0.2%

Faster asset growth than 48% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

25%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$7,585,705

Up $15,129 (+0.2%) from 2021

Net Assets

Down

$4,594,872

Down $331,002 (-6.7%) from 2021

Liabilities

Up

$2,990,833

Up $346,131 (+13%) from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin3rd percentile

Revenue

Up

$253,589

Up $51,066 (+25%) from 2021

Expenses

Up

$535,173

Up $2,239 (+0.4%) from 2021

Net Income

Up

-$281,584

Up $48,827 (+15%) from 2021

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

2022

Assets$7,585,705
Liabilities$2,990,833
Net Assets$4,594,872
Open 2022 Filing

Operations Trend

Revenue Growth74th 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

2022

Revenue$253,589
Expenses$535,173
Net Income-$281,584
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 1, 2023
Return Version
2021v4.2
Gross Receipts
$253,589
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$1,699,914$4,559,951▲ $2,860,037
Cash and Non-Interest-Bearing Accounts$5,097,055$2,170,933▼ $2,926,122
Investments Program Related$192,807$188,794▼ $4,013
Accounts Receivable$23,417$40,351▲ $16,934
Inventories for Sale or Use$2,756$3,048▲ $292
Total Assets$7,570,576$7,585,705▲ $15,129
Other Assets Total$554,627$622,628▲ $68,001
Liabilities
Other Liabilities$2,634,485$2,922,976▲ $288,491
Accounts Payable and Accrued Expenses$10,217$64,116▲ $53,899
Deferred Revenue-$3,741-
Total Liabilities$2,644,702$2,990,833▲ $346,131
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,678,173$3,396,589▼ $281,584
Net Assets With Donor Restrictions$1,247,701$1,198,283▼ $49,418
Total Net Assets Fund Balance$4,925,874$4,594,872▼ $331,002
Total Liabilities and Net Assets / Fund Balance$7,570,576$7,585,705▲ $15,129

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,879,572$312,468$4,192,040
Equipment$500,614$321,365$821,979
Other Land Buildings$171,530$9,028$180,558
Land$8,235-$8,235
Other Assets Org$622,628--
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
John JonesPresident
Shayna ChapmanVice President
April B Magnussen MdTrustee
Bob HoodTrustee
Brent SaundersTrustee
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
Abby Wiseman GreerTrustee - Part Year
Dan WaughTrustee - Part Year
Michael CanadyCEO - Hhs
Michael HaynesCFO - Hhs
Mike NorthupSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
740 Construction INCConstruction131 W STATE STREET, Athens, OH 45701$2,061,083
Revenue and Support

Revenue Composition

Contributions and Grants
$29,459
Program Service Revenue
$223,206
Investment Income
$424
Other Revenue
$500
All Other Contributions
$29,459
Change in Net Assets
$-281,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$313,453
Salaries, Compensation, and Employee Benefits$221,720
Total Fundraising Expense$49,354
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$192,114--$192,114
Other Salaries and Wages$52,906$88,699$28,925$170,530
Fees for Services Other$4,632$48,877$3,038$56,547
Other Employee Benefits$15,872$26,610$8,708$51,190
Occupancy$25,326$6,971-$32,297
Office Expenses$6,525$10,919$5,780$23,224
Other Expenses$3,625--$3,625
Information Technology--$2,903$2,903
Travel-$2,652-$2,652
Insurance$91--$91
Total Functional Expenses$301,091$184,728$49,354$535,173
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$2,899,389
Accrual for Charitable Gift Annuity$23,587
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
Michael Haynes
Title
CFO
Phone
7404465060
Signed
2023-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Canady
Formed
1977
Legal Domicile
Oh
Voting Board Members
18
Independent Board Members
16
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 IX, Line 11G

“Contracted services: program service expenses 4,632. Management and general expenses 48,877. Fundraising expenses 3,038. Total expenses 56,547.”

FORM 990, PART XI, LINE 9:

“Change in temporarily restricted net assets -49,418.”

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 699 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 2022, $11,565.14 WAS UTILIZED FROM THE CELEBRITY DINNER FUND, $11,600.00 WAS UTILIZED FROM DANI'S ELF FUND, $1,577.15 WAS UTILIZED IN HOSPITALITY, $319.24 WAS UTILIZED FROM CANCER EDUCATION FUND, $2,732.99 WAS UTILIZED FROM THE HOSPICE FUND, $3,677.57 WAS UTILIZED FROM THE CRISIS FUND, $58,008.68 WAS UTILIZED FROM THE HOLZER LEADERSHIP INSTITUTE FUND, $2,564.00 WAS UTILIZED FROM THE TV FUND, $800.00 WAS USED FROM HOLZER ASSISTED LIVING-G FUND, $575.62 WAS USED FROM HOLZER ASSISTED LIVING-J FUND, $4,425.27 WAS USED FROM HOLZER IN LIGHTS FUND AND $11,701.84 WAS UTILIZED FROM THE CANCER CENTER.
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IRS990/Form990PartVIISectionAGrp/PersonNm18PAUL COVEY
IRS990/Form990PartVIISectionAGrp/PersonNm19TOM REED
IRS990/Form990PartVIISectionAGrp/PersonNm20MICHAEL CANADY
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/ReportableCompFromRltdOrgAmt0446162
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1376851
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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/ReportableCompFromRltdOrgAmt20670014
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO - HHS
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE - PART YEAR
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/TitleTxt20CEO - HHS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0253589
IRS990/GrossRentsGrp/RealAmt0500
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt02903
IRS990/InformationTechnologyGrp/TotalAmt02903
IRS990/InsuranceGrp/ProgramServicesAmt091
IRS990/InsuranceGrp/TotalAmt091
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02756
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03048
IRS990/InvestmentIncomeGrp/ExclusionAmt0424
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0424
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0192807
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0188794
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0642861
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01699914
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04559951
IRS990/LandBldgEquipCostOrOtherBssAmt05202812
IRS990/LegalDomicileStateCd0OH
IRS990/LessRentalExpensesGrp/RealAmt00
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/NetAssetsOrFundBalancesBOYAmt04925874
IRS990/NetAssetsOrFundBalancesEOYAmt04594872
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0500
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0500
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03678173
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03396589
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06971
IRS990/OccupancyGrp/ProgramServicesAmt025326
IRS990/OccupancyGrp/TotalAmt032297
IRS990/OfficeExpensesGrp/FundraisingAmt05780
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010919
IRS990/OfficeExpensesGrp/ProgramServicesAmt06525
IRS990/OfficeExpensesGrp/TotalAmt023224
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0554627
IRS990/OtherAssetsTotalGrp/EOYAmt0622628
IRS990/OtherChangesInNetAssetsAmt0-49418
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08708
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026610
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015872
IRS990/OtherEmployeeBenefitsGrp/TotalAmt051190
IRS990/OtherExpensesGrp/Desc0MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt03625
IRS990/OtherExpensesGrp/TotalAmt03625
IRS990/OtherLiabilitiesGrp/BOYAmt02634485
IRS990/OtherLiabilitiesGrp/EOYAmt02922976
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt028925
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt088699
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt052906
IRS990/OtherSalariesAndWagesGrp/TotalAmt0170530
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL CANADY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0713940
IRS990/ProgramServiceRevenueGrp/Desc0WELLNESS CENTER FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0223206
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0223206
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/ExpenseAmt091236
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0223206
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03396
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-1886
IRS990/PYOtherExpensesAmt0290747
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0201013
IRS990/PYRevenuesLessExpensesAmt0-330411
IRS990/PYSalariesCompEmpBnftPaidAmt0242187
IRS990/PYTotalExpensesAmt0532934
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0202523
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-281584
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0500
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt029459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03296
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt049296
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0924
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01215
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07750
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010908
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0223206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0201013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0235564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0304082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0299835
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01263700
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0924

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,585,705
Liabilities
$2,990,833
Net assets
$4,594,872
Revenue
$253,589
Expenses
$535,173
Net income
-$281,584
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