Civic Intelligence

American Health Foundation Inc.

990 • Fiscal year 2020 • EIN 31-1302444

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile

Refreshing map…

5920 Venture Dr Rm/Ste 100Dublin, OH 43017

(614) 760-7352

Siviq Scores

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

Liabilities / Assets

81st percentile

0.66x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

74th percentile

0.78x

Higher debt load relative to revenue than 74% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

31st percentile

-1.4%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

88th percentile

$424,002

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

29th percentile

0.4%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-2.6%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$21,551,213

Up $83,065 (+0.4%) from 2019

Net Assets

Up

$7,246,011

Up $124,673 (+1.8%) from 2019

Liabilities

Down

$14,305,202

Down $41,608 (-0.3%) from 2019

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin31st percentile

Revenue

Down

$18,326,683

Down $481,672 (-2.6%) from 2019

Expenses

Down

$18,588,509

Down $793,711 (-4.1%) from 2019

Net Income

Up

-$261,826

Up $312,039 (+54%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0-$10M-$20MAssets 2014: $25,862,626Liabilities 2014: $17,189,973Net Assets 2014: $8,672,6532014Assets 2015: $27,435,140Liabilities 2015: $17,048,005Net Assets 2015: $10,387,1352015Assets 2016: $24,074,825Liabilities 2016: $14,206,509Net Assets 2016: $9,868,3162016Assets 2017: $22,954,679Liabilities 2017: $13,833,943Net Assets 2017: $9,120,7362017Assets 2018: $22,026,512Liabilities 2018: $14,111,450Net Assets 2018: $7,915,0622018Assets 2019: $21,468,148Liabilities 2019: $14,346,810Net Assets 2019: $7,121,3382019Assets 2020: $21,551,213Liabilities 2020: $14,305,202Net Assets 2020: $7,246,0112020Assets 2021: $18,460,178Liabilities 2021: $15,072,366Net Assets 2021: $3,387,8122021Assets 2022: $15,323,879Liabilities 2022: $20,269,979Net Assets 2022: -$4,946,1002022Assets 2024: $12,517,091Liabilities 2024: $24,748,920Net Assets 2024: -$12,231,8292024

Highlighted filing

2020

Assets$21,551,213
Liabilities$14,305,202
Net Assets$7,246,011
Open 2020 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MRevenue 2014: $20,218,639Expenses 2014: $19,089,118Net Income 2014: $1,129,5212014Revenue 2015: $20,712,365Expenses 2015: $18,997,883Net Income 2015: $1,714,4822015Revenue 2016: $20,034,280Expenses 2016: $20,149,930Net Income 2016: -$115,6502016Revenue 2017: $18,609,983Expenses 2017: $18,845,776Net Income 2017: -$235,7932017Revenue 2018: $17,591,938Expenses 2018: $18,786,225Net Income 2018: -$1,194,2872018Revenue 2019: $18,808,355Expenses 2019: $19,382,220Net Income 2019: -$573,8652019Revenue 2020: $18,326,683Expenses 2020: $18,588,509Net Income 2020: -$261,8262020Revenue 2021: $15,917,114Expenses 2021: $19,626,162Net Income 2021: -$3,709,0482021Revenue 2022: $13,768,929Expenses 2022: $22,332,627Net Income 2022: -$8,563,6982022Revenue 2024: $17,916,449Expenses 2024: $22,924,627Net Income 2024: -$5,008,1782024

Highlighted filing

2020

Revenue$18,326,683
Expenses$18,588,509
Net Income-$261,826
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$20,049,719
Mission and Program Overview

Mission

Ahf/montgomery, inc. Is a non-profit organization which owns and operates a nursing home providing low-cost, long-term care for residents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,213,836$8,241,711▲ $1,027,875
Land, Buildings, and Equipment, Net$5,049,481$4,774,816▼ $274,665
Accounts Receivable$6,685,258$4,101,840▼ $2,583,418
Cash and Non-Interest-Bearing Accounts$847,294$2,782,487▲ $1,935,193
Intangible Assets$362,646$351,254▼ $11,392
Prepaid Expenses and Deferred Charges$90,935$67,712▼ $23,223
Total Assets$21,468,148$21,551,213▲ $83,065
Other Assets Total$1,218,698$1,231,393▲ $12,695
Liabilities
Mortgage Notes Payable Secured by Investment Property$11,157,588$10,935,088▼ $222,500
Other Liabilities$1,771,520$2,068,218▲ $296,698
Accounts Payable and Accrued Expenses$1,417,702$1,266,039▼ $151,663
Deferred Revenue-$35,857-
Total Liabilities$14,346,810$14,305,202▼ $41,608
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,121,338$7,246,011▲ $124,673
Total Net Assets Fund Balance$7,121,338$7,246,011▲ $124,673
Total Liabilities and Net Assets / Fund Balance$21,468,148$21,551,213▲ $83,065

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,147,257$11,886,200$16,033,457
Equipment$447,368$3,126,890$3,574,258
Land$180,191-$180,191
Other Assets Org$1,231,393--
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne M LehmanPresident-mg--$424,002$424,002
Matt LehmanTreasurer/se--$281,144$281,144
Mariamma VarkeyPresident/se--$208,406$208,406
Suzanne M LehmanPresident-mgmt Corp-$157,050$6,229$159,156
Mary KlingerBilling Supe--$155,214$155,214
Robert MayoRnFT$138,358$14,320$152,678
Matt LehmanTreasurer/secretary-$138,358$10,197$152,678
Timothy LehmanRnFT$132,450$10,628$143,078
John M HaemmerleOfficer-$2,750$106,135$108,885
James McdonoughChairman--$62,307$62,307

Board Members and Trustees

NameTitle
Mariamma VarkeyPresident/secretary
-Director
Mary KlingerBilling Supervisor
-Rn
Kathleen GrimesRn
Mark T HaemmerleVP of Ops
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,082,783
Investment Income
$243,900
Other Revenue
$0
Change in Net Assets
$-261,826

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,326,683
Total Revenue per Audited Statements
$18,326,683
Total Revenue per Form 990
$18,326,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$9,703,359
Salaries, Compensation, and Employee Benefits$8,885,150
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,685,491--$7,685,491
All Other Expenses$1,144,687--$1,144,687
Fees for Services Management$1,084,280--$1,084,280
Payroll Taxes$621,008--$621,008
Insurance$618,771--$618,771
Other Expenses$599,723--$599,723
Other Employee Benefits$553,261--$553,261
Depreciation Depletion$392,325--$392,325
Occupancy$348,074--$348,074
Interest$337,713--$337,713
Fees for Services Other$270,384--$270,384
Travel$161,113--$161,113
Pension Plan Contributions$25,390--$25,390
Office Expenses$21,533--$21,533
Total Functional Expenses$18,588,509$0$0$18,588,509

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,588,509
Total Expenses per Audited Statements$18,588,509
Total Expenses per Form 990$18,588,509
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 Payable$1,773,715
Other Current Liab$294,503
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Mark t haemmerle j. Michael haemmerle uncle /nephew j michael haemmerle john m haemmerle son/father mark t haemmerle john m haemmerle brothers timothy j lehman suzanne m lehman husband/wife”

Form 990, Page 6, Part VI, Line 3

“Ahf/montgomery delegates overall management duties to ahf management corp.”

Form 990, Page 6, Part VI, Line 11B

“President reviews form 990, once reviewed it is made available to the governing body prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“Officers, directors, trustees, and key employees are required to complete and sign conflict of interest disclosure form.”

Form 990, Page 6, Part VI, Line 15A

“Compensation for mart t haemmerle, j. Michael haemmerle, susan m lehman, and matt lehman are in part based on a survey by an independent firm last prepared in december 2019.”

Form 990, Page 6, Part VI, Line 15B

“Compensation for other officers or key employees are fair market value are based in part of knowledge of the industry and a hired outside consultant for key employees wages.”

Form 990, Page 6, Part VI, Line 19

“XUPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Ahfmontgomery Inc
EIN
31-1302444
Phone
6147607352
Address
5920 VENTURE DR RM/STE 100, DUBLIN, OH 43017

Signing Officer

Name
Mark T Haemmerle
Title
President/secretary
Phone
6147607352
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark T Haemmerle
Formed
1990
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
1
Employees
321
Volunteers
6

Preparer

Firm
Hhh CPA Group LLC
Address
1250 OLD HENDERSON RD, COLUMBUS, OH 43220
Preparer
Brian Schneider
Phone
6144514644
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IRS990/OtherExpensesGrp/Desc3FOOD & DIETARY
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018464876
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt020034280
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt092672525
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0157218
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0187062
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IRS990ScheduleA/InvestmentIncomePYPct00.00000
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IRS990ScheduleA/PublicSupportPY509Pct00.99530
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt093280097
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IRS990ScheduleD/BuildingsGrp/BookValueAmt04147257
IRS990ScheduleD/BuildingsGrp/DepreciationAmt011886200
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016033457
IRS990ScheduleD/EquipmentGrp/BookValueAmt0447368
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03126890
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03574258
IRS990ScheduleD/ExpensesSubtotalAmt018588509
IRS990ScheduleD/LandGrp/BookValueAmt0180191
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0180191
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01231393
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS AND OTHER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01773715
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1294503
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RELATED PARTY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER CURRENT LIAB
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt04774816
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01231393
IRS990ScheduleD/TotalExpensesPerForm990Amt018588509
IRS990ScheduleD/TotalLiabilityAmt02068218
IRS990ScheduleD/TotalRevenuePerForm990Amt018326683
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt018326683
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1138358
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0J MICHAEL HAEMMERLE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0J MICHAEL HAEMMERLE
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SUZANNE M LEHMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MATT LEHMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MARK T HAEMMERLE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3MARIAMMA VARKEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4KATHLEEN GRIMES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5MARY KLINGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT-MGMT CORP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER/SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2VP OF OPS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3PRESIDENT/SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4RN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5BILLING SUPERVISOR
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IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0SUZANNE M LEHMAN 0 15,000 0 MARK T HAEMMERLE 0 15,000 0
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1NONQUALIFIED DEFERRED COMPENSATION FOR MART T HAEMMERLE, AND SUZANNE M LEHMAN IS INCLUDED ON SCHEDULE J, PART II, COLUMN C.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE J, PAGE 1, PART I, LINE 4
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE J, PART III

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,551,213
Liabilities
$14,305,202
Net assets
$7,246,011
Revenue
$18,326,683
Expenses
$18,588,509
Net income
-$261,826
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$24.7$12.2$17.9$22.9$5.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$20.3$4.95$13.8$22.3$8.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$15.1$3.39$15.9$19.6$3.71
2020Detailed filing. Detailed filing data is available for this year.$21.6$14.3$7.25$18.3$18.6$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$14.3$7.12$18.8$19.4$0.57
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.0$14.1$7.92$17.6$18.8$1.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$13.8$9.12$18.6$18.8$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.1$14.2$9.87$20.0$20.1$0.12
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$17.0$10.4$20.7$19.0$1.71
2014Detailed filing. Detailed filing data is available for this year.$25.9$17.2$8.67$20.2$19.1$1.13