Civic Intelligence

Holzer Heritage Foundation

990 • Fiscal year 2023 • EIN 31-0927482

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 23, 2024

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

0.41x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

10.98x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

5th percentile

-82%

Higher net margin than 5% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

97th percentile

$677,833

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 234.2% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

42nd percentile

2.8%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

14%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$7,795,725

Up $210,020 (+2.8%) from 2022

Net Assets

Up

$4,616,576

Up $21,704 (+0.5%) from 2022

Liabilities

Up

$3,179,149

Up $188,316 (+6.3%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin5th percentile

Revenue

Up

$289,456

Up $35,867 (+14%) from 2022

Expenses

Down

$527,731

Down $7,442 (-1.4%) from 2022

Net Income

Up

-$238,275

Up $43,309 (+15%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2023

Assets$7,795,725
Liabilities$3,179,149
Net Assets$4,616,576
Open 2023 Filing

Operations Trend

Revenue Growth63rd 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

2023

Revenue$289,456
Expenses$527,731
Net Income-$238,275
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 23, 2024
Return Version
2022v5.0
Gross Receipts
$289,456
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$4,559,951$4,484,543▼ $75,408
Cash and Non-Interest-Bearing Accounts$2,170,933$2,454,930▲ $283,997
Investments Program Related$188,794$187,176▼ $1,618
Accounts Receivable$40,351$49,580▲ $9,229
Inventories for Sale or Use$3,048$2,970▼ $78
Total Assets$7,585,705$7,795,725▲ $210,020
Other Assets Total$622,628$616,526▼ $6,102
Liabilities
Other Liabilities$2,922,976$3,172,879▲ $249,903
Deferred Revenue$3,741$6,150▲ $2,409
Accounts Payable and Accrued Expenses$64,116$120▼ $63,996
Total Liabilities$2,990,833$3,179,149▲ $188,316
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,396,589$3,174,353▼ $222,236
Net Assets With Donor Restrictions$1,198,283$1,442,223▲ $243,940
Total Net Assets Fund Balance$4,594,872$4,616,576▲ $21,704
Total Liabilities and Net Assets / Fund Balance$7,585,705$7,795,725▲ $210,020

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,816,156$427,390$4,243,546
Equipment$506,678$383,371$890,049
Other Land Buildings$153,474$27,084$180,558
Land$8,235-$8,235
Other Assets Org$616,526--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Abby Wiseman GreerTrusteeFT$42,878$42,878

Board Members and Trustees

NameTitle
John JonesPast President
Shayna ChapmanPresident
Ronald R TolerVice 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
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
$36,063
Program Service Revenue
$252,301
Investment Income
$1,092
Other Revenue
$0
All Other Contributions
$36,063
Change in Net Assets
$-238,275
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$296,638
Salaries, Compensation, and Employee Benefits$231,093
Total Fundraising Expense$58,582
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$194,984--$194,984
Other Salaries and Wages$49,692$93,030$35,042$177,764
Other Employee Benefits$12,728$21,643$8,410$42,781
Occupancy$25,879$7,544-$33,423
Office Expenses$8,058$15,086$9,903$33,047
Fees for Services Other$7,487$19,818-$27,305
Payroll Taxes$2,180$6,266$2,102$10,548
Travel-$469-$469
Other Expenses$4,223$62$3,125$62
Total Functional Expenses$305,231$163,918$58,582$527,731
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$3,151,186
Accrual for Charitable Gift Annuity$21,693
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, the employees 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
2024-04-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Canady
Formed
1977
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
16
Employees
0
Volunteers
16

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 243,940. Transfer to/from affiliates 16,039.”

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 688 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 2023, $60,790.72 WAS UTILIZED FROM THE CELEBRITY DINNER FUND, $11,470.00 WAS UTILIZED FROM DANI'S ELF FUND, $3,711.58 WAS UTILIZED FROM HOSPITALITY FUND, $516.11 WAS UTILIZED FROM THE HOSPICE FUND, $432.00 WAS USED FROM HOLZER ASSISTED LIVING-G FUND, $489.73 WAS USED FROM HOLZER ASSISTED LIVING-J FUND, $1,864.66 WAS USED FROM HOLZER IN LIGHTS FUND, $7,260.00 WAS UTILIZED FROM THE PATIENT ROOM RENOVATION FUND, $1,000.00 WAS UTILIZED FROM THE SYCAMORE FUND AND $8,812.00 WAS UTILIZED FROM THE CANCER CENTER.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0446232
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1376851
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt242037
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/ReportableCompFromRltdOrgAmt19665820
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO - HHS
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6PAST PRESIDENT
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/TitleTxt19CEO - HHS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0289456
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03048
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02970
IRS990/InvestmentIncomeGrp/ExclusionAmt01092
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01092
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0188794
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0187176
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0837845
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04559951
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04484543
IRS990/LandBldgEquipCostOrOtherBssAmt05322388
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/NetAssetsOrFundBalancesBOYAmt04594872
IRS990/NetAssetsOrFundBalancesEOYAmt04616576
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03396589
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03174353
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07544
IRS990/OccupancyGrp/ProgramServicesAmt025879
IRS990/OccupancyGrp/TotalAmt033423
IRS990/OfficeExpensesGrp/FundraisingAmt09903
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015086
IRS990/OfficeExpensesGrp/ProgramServicesAmt08058
IRS990/OfficeExpensesGrp/TotalAmt033047
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0622628
IRS990/OtherAssetsTotalGrp/EOYAmt0616526
IRS990/OtherChangesInNetAssetsAmt0259979
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08410
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021643
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt012728
IRS990/OtherEmployeeBenefitsGrp/TotalAmt042781
IRS990/OtherExpensesGrp/Desc0MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc1DUES AND MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2EMPLOYEE RECOGNITION
IRS990/OtherExpensesGrp/FundraisingAmt03125
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt062
IRS990/OtherExpensesGrp/ProgramServicesAmt04223
IRS990/OtherExpensesGrp/TotalAmt04223
IRS990/OtherExpensesGrp/TotalAmt13125
IRS990/OtherExpensesGrp/TotalAmt262
IRS990/OtherLiabilitiesGrp/BOYAmt02922976
IRS990/OtherLiabilitiesGrp/EOYAmt03172879
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt035042
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt093030
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt049692
IRS990/OtherSalariesAndWagesGrp/TotalAmt0177764
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02102
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06266
IRS990/PayrollTaxesGrp/ProgramServicesAmt02180
IRS990/PayrollTaxesGrp/TotalAmt010548
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL CANADY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0713940
IRS990/ProgramServiceRevenueGrp/Desc0WELLNESS CENTER FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0252301
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0252301
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/ExpenseAmt091928
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0252301
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt029459
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0424
IRS990/PYOtherExpensesAmt0313453
IRS990/PYOtherRevenueAmt0500
IRS990/PYProgramServiceRevenueAmt0223206
IRS990/PYRevenuesLessExpensesAmt0-281584
IRS990/PYSalariesCompEmpBnftPaidAmt0221720
IRS990/PYTotalExpensesAmt0535173
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0253589
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-238275
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036063
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02265
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010880
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt082063
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01092
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0924
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01215
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0252301
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0223206
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0201013
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0235564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0304082
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01216166
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01092
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0924
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01215
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04250
IRS990ScheduleA/InvestmentIncomeCYPct00.00330
IRS990ScheduleA/InvestmentIncomePYPct00.00820
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99670
IRS990ScheduleA/PublicSupportPY509Pct00.99180
IRS990ScheduleA/PublicSupportTotal509Amt01298229

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,795,725
Liabilities
$3,179,149
Net assets
$4,616,576
Revenue
$289,456
Expenses
$527,731
Net income
-$238,275
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