Civic Intelligence

Western Reserve Health Educ Inc

EIN 45-2409508 • 501(c)3 • Warren, OH

Profile

Western reserve health education("wrhe")is a not-for-profit 501(c)(3) organization whose mission is to provide lifelong learning opportunities for physicians and health care professionals in all areas of clinical care and research by providing diverse educational activities that aim to increase knowledge, attitude, and skills; enhance practice performance, and; improvve the health status of our patients and communities we serve. Wrhe has five departments aimed at fulfilling this mission: graduate medical education, undergraduate medical education, continuing medial education,health science library and research. Wrhe provides quality medical care to the citizens of ohio at reduced rates or no cost to those citizens who lack appropriate health care.

1350 East Market St 7th FloorWarren, OH 44483

www.trumbullregional.org/ABOUT/RESIDEN

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

67th percentile

14%

Higher net margin than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$143,359

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

8th percentile

-17%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$4,481,751

Down $912,605 (-17%) from 2023

Liabilities

Down

$831

Down $16,516 (-95%) from 2023

Net Assets

Down

$4,480,920

Down $896,089 (-17%) from 2023

Revenue

Down

$6,864,488

Down $1,937,092 (-22%) from 2023

Expenses

Down

$5,918,961

Down $1,493,354 (-20%) from 2023

Net Income

Down

$945,527

Down $443,738 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2016: $322,078Liabilities 2016: $322,078Net Assets 2016: $02016Assets 2017: $327,967Liabilities 2017: $327,967Net Assets 2017: $02017Assets 2018: $8,234,368Liabilities 2018: $8,234,368Net Assets 2018: $02018Assets 2019: $14,895,850Liabilities 2019: $14,551,491Net Assets 2019: $344,3592019Assets 2020: $3,924,142Liabilities 2020: $2,635,934Net Assets 2020: $1,288,2082020Assets 2021: $3,591,710Liabilities 2021: $1,073,498Net Assets 2021: $2,518,2122021Assets 2022: $4,695,077Liabilities 2022: $707,333Net Assets 2022: $3,987,7442022Assets 2023: $5,394,356Liabilities 2023: $17,347Net Assets 2023: $5,377,0092023Assets 2024: $4,481,751Liabilities 2024: $831Net Assets 2024: $4,480,9202024

Highlighted filing

2024

Assets$4,481,751
Liabilities$831
Net Assets$4,480,920

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0Revenue 2016: $6,437,291Expenses 2016: $6,437,291Net Income 2016: $02016Revenue 2017: $7,128,715Expenses 2017: $7,128,715Net Income 2017: $02017Revenue 2018: $7,559,188Expenses 2018: $7,559,188Net Income 2018: $02018Revenue 2019: $7,438,495Expenses 2019: $7,094,136Net Income 2019: $344,3592019Revenue 2020: $7,803,553Expenses 2020: $6,859,704Net Income 2020: $943,8492020Revenue 2021: $7,850,757Expenses 2021: $6,620,753Net Income 2021: $1,230,0042021Revenue 2022: $8,345,934Expenses 2022: $6,876,402Net Income 2022: $1,469,5322022Revenue 2023: $8,801,580Expenses 2023: $7,412,315Net Income 2023: $1,389,2652023Revenue 2024: $6,864,488Expenses 2024: $5,918,961Net Income 2024: $945,5272024

Highlighted filing

2024

Revenue$6,864,488
Expenses$5,918,961
Net Income$945,527

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.0
Gross Receipts
$6,864,488
Mission and Program Overview

Mission

Western reserve health education("wrhe")is a not-for-profit 501(c)(3) organization whose mission is to provide lifelong learning opportunities for physicians and health care professionals in all areas of clinical care and research by providing diverse educational activities that aim to increase knowledge, attitude, and skills; enhance practice performance, and; improvve the health status of our patients and communities we serve. Wrhe has five departments aimed at fulfilling this mission: graduate medical education, undergraduate medical education, continuing medial education,health science library and research. Wrhe provides quality medical care to the citizens of ohio at reduced rates or no cost to those citizens who lack appropriate health care.

Western reserve health education("wrhe")is a not-for-profit 501(c)(3) organization whose mission is to provide lifelong learning opportunities for physicians and health care professionals in all areas of clinical care and research by providing diverse educational activities that aim to increase knowledge, attitude, and skills; enhance practice performance, and; improve the health status of our patients and communities we serve. Wrhe has five departments aimed at fulfilling this mission: graduate medical education, undergraduate medical education, continuing medial education,health science library and research. Wrhe provides quality medical care to the citizens of ohio at reduced rates or no cost to those citizens who lack appropriate health care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,087,479$4,396,264▲ $308,785
Accounts Receivable$1,003,673--
Cash and Non-Interest-Bearing Accounts$299,427$85,435▼ $213,992
Prepaid Expenses and Deferred Charges$3,238$52▼ $3,186
Total Assets$5,394,356$4,481,751▼ $912,605
Other Assets Total$539--
Liabilities
Other Liabilities$1,892,461$831▼ $1,891,630
Accounts Payable and Accrued Expenses$-1,875,114--
Total Liabilities$17,347$831▼ $16,516
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,377,009$4,480,920▼ $896,089
Total Net Assets Fund Balance$5,377,009$4,480,920▼ $896,089
Total Liabilities and Net Assets / Fund Balance$5,394,356$4,481,751▼ $912,605
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kimberly P Howe PhdPresidentFT$143,359$143,359

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,863,063
Investment Income
$1,425
Other Revenue
$0
Change in Net Assets
$945,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,831,624
Other Expenses$1,087,337
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,840,847--$3,840,847
Fees for Services Other$900,256$8,071-$908,327
Other Employee Benefits$572,151--$572,151
Payroll Taxes$275,267--$275,267
Current Officers, Directors, Trustees, and Key Employees$143,359--$143,359
Travel$55,932$2,331-$58,263
Other Expenses$17,195$4,351-$17,195
All Other Expenses$16,014$162-$16,176
Insurance$2,982--$2,982
Office Expenses$225$56-$281
Total Functional Expenses$5,903,990$14,971$0$5,918,961
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
Hospital Interco$831
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

The corporation shall be a membership corporation and shall have no authority to issue capital stock. The members of the corporation shall be directors. The initial directors shall be appointed by community health investment company, llc, and the initial firectors shall act as the members, and the directors of the corporation until the election of their successors as provided in the by-laws of the corporation.

Form 990, Page 6, Part VI, Line 7A

The purpose of the annual meeting shall be to elect the board of directors of the corporation and to conduct any other business lawfully brought before the meeting.

Form 990, Page 6, Part VI, Line 7B

A majority of the total number of members in office shall constitute a quorum for the transaction of business at any meeting of the members. Each member shall be entitled to the one (1) vote upon any matter properly submitted for a vote to the members. Any action required or permitted to be taken at a meeting by members may be taken without a meeting if all members consent in writing to taking such action.

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

The organization's management compiles information for the external tax professionals to prepare the form 990. A copy of the form 990 is reviewed by the executive director and provided to the full board for approval prior to filing.

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

All directors, board committee members, key leaders, physicians, residents and advanced practitioners must comply with the requirements of the confilict of interest policy related to potential conflicts for themselves or family members, as defined by in the policy, unless deemed exempt by leadership. Annual surveys are expected to be sumbitted within 30 days of receipt. Office of corporate & privacy will track receipt of the completed disclosure surveys and provide regular updates to leadership to resolve any outstanding surveys. Completed surveys with reported disclosures shall be initially screened by the compliance & privacy officer for any real or perceived conflicts which may require a conflict of interest management plan. Surveys with real or perceived conflict which may require management will be escalated for further review by the chief compliance officer, senior leadership, and the board chairman as necessary. The review group shall develop a conflict of interest management plan that addresses the specific issue of concern for the involved individual as appropriate.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Western Reserve Health Educ Inc
EIN
45-2409508
Phone
3306755706
Address
1350 EAST MARKET ST 7TH FLOOR, WARREN, OH 44483

Signing Officer

Name
Kimberly P Howe Phd
Title
President
Phone
3308843573
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kimberly P Howe Phd
Formed
2011
Legal Domicile
De
Voting Board Members
8
Independent Board Members
8
Employees
110

Preparer

Firm
Hd Growth Partners LLC
Address
4308 BELMONT AVE SUITE 1, YOUNGSTOWN, OH 44505-1071
Preparer
Timothy Petrey CPA Cgma
Phone
3307598522
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Western reserve health education("wrhe")is a not-for-profit 501(c)(3) organization whose mission is to provide lifelong learning opportunities for physicians and health care professionals in all areas of clinical care and research by providing diverse educational activities that aim to increase knowledge, attitude, and skills; enhance practice performance, and; improve the health status of our patients and communities we serve. Wrhe has five departments aimed at fulfilling this mission: graduate medical education, undergraduate medical education, continuing medial education,health science library and research. Wrhe provides quality medical care to the citizens of ohio at reduced rates or no cost to those citizens who lack appropriate health care.

Form 990, Page 2, Part III, Line 4A

In 2024, western reserve health education (wrhe) educated 70 newly graduated physicians in our graduate medical education program in three specialties. Of those 70 physicians, 18 graduated and became board certified in their respective specialty. During 2024, wrhe also educated 487 medical students. Whre conducted 82 cme events with 401 practicing physicians attending the 82 cme education events. Western reserve health education (wrhe) is a not-for-profit 501(c)(3) organization whose mission is to provide lifelong learning opportunities for physicians and health care professionals in all areas of clinical care and research by providing diverse education activities that aim to increase knowledge, attitude, and skills; enhance practice performance; and improve the health status of our patients and communities we serve. Wrhe has five departments aimed at fulfilling this mission: graduate medical education, undergraduate medical education, continuing medical education, health science library, and research. Wrhe provides quality medical care to the citizens of ohio at reduced or no cost to those citizens who lack appropriate health care.

Form 990, Part IX, Line 11G

Physicians fees 900,006 0 0 medical services 250 8,071 0 total 900,256 8,071 0

Form 990, Part XI, Line 9

Interco payoffs & steward closure -1,841,616

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WESTERN RESERVE HEALTH EDUCATION("WRHE")IS A NOT-FOR-PROFIT 501(C)(3) ORGANIZATION WHOSE MISSION IS TO PROVIDE LIFELONG LEARNING OPPORTUNITIES FOR PHYSICIANS AND HEALTH CARE PROFESSIONALS IN ALL AREAS OF CLINICAL CARE AND RESEARCH BY PROVIDING DIVERSE EDUCATIONAL ACTIVITIES THAT AIM TO INCREASE KNOWLEDGE, ATTITUDE, AND SKILLS; ENHANCE PRACTICE PERFORMANCE, AND; IMPROVE THE HEALTH STATUS OF OUR PATIENTS AND COMMUNITIES WE SERVE. WRHE HAS FIVE DEPARTMENTS AIMED AT FULFILLING THIS MISSION: GRADUATE MEDICAL EDUCATION, UNDERGRADUATE MEDICAL EDUCATION, CONTINUING MEDIAL EDUCATION,HEALTH SCIENCE LIBRARY AND RESEARCH. WRHE PROVIDES QUALITY MEDICAL CARE TO THE CITIZENS OF OHIO AT REDUCED RATES OR NO COST TO THOSE CITIZENS WHO LACK APPROPRIATE HEALTH CARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN 2024, WESTERN RESERVE HEALTH EDUCATION (WRHE) EDUCATED 70 NEWLY GRADUATED PHYSICIANS IN OUR GRADUATE MEDICAL EDUCATION PROGRAM IN THREE SPECIALTIES. OF THOSE 70 PHYSICIANS, 18 GRADUATED AND BECAME BOARD CERTIFIED IN THEIR RESPECTIVE SPECIALTY. DURING 2024, WRHE ALSO EDUCATED 487 MEDICAL STUDENTS. WHRE CONDUCTED 82 CME EVENTS WITH 401 PRACTICING PHYSICIANS ATTENDING THE 82 CME EDUCATION EVENTS. WESTERN RESERVE HEALTH EDUCATION (WRHE) IS A NOT-FOR-PROFIT 501(C)(3) ORGANIZATION WHOSE MISSION IS TO PROVIDE LIFELONG LEARNING OPPORTUNITIES FOR PHYSICIANS AND HEALTH CARE PROFESSIONALS IN ALL AREAS OF CLINICAL CARE AND RESEARCH BY PROVIDING DIVERSE EDUCATION ACTIVITIES THAT AIM TO INCREASE KNOWLEDGE, ATTITUDE, AND SKILLS; ENHANCE PRACTICE PERFORMANCE; AND IMPROVE THE HEALTH STATUS OF OUR PATIENTS AND COMMUNITIES WE SERVE. WRHE HAS FIVE DEPARTMENTS AIMED AT FULFILLING THIS MISSION: GRADUATE MEDICAL EDUCATION, UNDERGRADUATE MEDICAL EDUCATION, CONTINUING MEDICAL EDUCATION, HEALTH SCIENCE LIBRARY, AND RESEARCH. WRHE PROVIDES QUALITY MEDICAL CARE TO THE CITIZENS OF OHIO AT REDUCED OR NO COST TO THOSE CITIZENS WHO LACK APPROPRIATE HEALTH CARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CORPORATION SHALL BE A MEMBERSHIP CORPORATION AND SHALL HAVE NO AUTHORITY TO ISSUE CAPITAL STOCK. THE MEMBERS OF THE CORPORATION SHALL BE DIRECTORS. THE INITIAL DIRECTORS SHALL BE APPOINTED BY COMMUNITY HEALTH INVESTMENT COMPANY, LLC, AND THE INITIAL FIRECTORS SHALL ACT AS THE MEMBERS, AND THE DIRECTORS OF THE CORPORATION UNTIL THE ELECTION OF THEIR SUCCESSORS AS PROVIDED IN THE BY-LAWS OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PURPOSE OF THE ANNUAL MEETING SHALL BE TO ELECT THE BOARD OF DIRECTORS OF THE CORPORATION AND TO CONDUCT ANY OTHER BUSINESS LAWFULLY BROUGHT BEFORE THE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A MAJORITY OF THE TOTAL NUMBER OF MEMBERS IN OFFICE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS AT ANY MEETING OF THE MEMBERS. EACH MEMBER SHALL BE ENTITLED TO THE ONE (1) VOTE UPON ANY MATTER PROPERLY SUBMITTED FOR A VOTE TO THE MEMBERS. ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN AT A MEETING BY MEMBERS MAY BE TAKEN WITHOUT A MEETING IF ALL MEMBERS CONSENT IN WRITING TO TAKING SUCH ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S MANAGEMENT COMPILES INFORMATION FOR THE EXTERNAL TAX PROFESSIONALS TO PREPARE THE FORM 990. A COPY OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND PROVIDED TO THE FULL BOARD FOR APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL DIRECTORS, BOARD COMMITTEE MEMBERS, KEY LEADERS, PHYSICIANS, RESIDENTS AND ADVANCED PRACTITIONERS MUST COMPLY WITH THE REQUIREMENTS OF THE CONFILICT OF INTEREST POLICY RELATED TO POTENTIAL CONFLICTS FOR THEMSELVES OR FAMILY MEMBERS, AS DEFINED BY IN THE POLICY, UNLESS DEEMED EXEMPT BY LEADERSHIP. ANNUAL SURVEYS ARE EXPECTED TO BE SUMBITTED WITHIN 30 DAYS OF RECEIPT. OFFICE OF CORPORATE & PRIVACY WILL TRACK RECEIPT OF THE COMPLETED DISCLOSURE SURVEYS AND PROVIDE REGULAR UPDATES TO LEADERSHIP TO RESOLVE ANY OUTSTANDING SURVEYS. COMPLETED SURVEYS WITH REPORTED DISCLOSURES SHALL BE INITIALLY SCREENED BY THE COMPLIANCE & PRIVACY OFFICER FOR ANY REAL OR PERCEIVED CONFLICTS WHICH MAY REQUIRE A CONFLICT OF INTEREST MANAGEMENT PLAN. SURVEYS WITH REAL OR PERCEIVED CONFLICT WHICH MAY REQUIRE MANAGEMENT WILL BE ESCALATED FOR FURTHER REVIEW BY THE CHIEF COMPLIANCE OFFICER, SENIOR LEADERSHIP, AND THE BOARD CHAIRMAN AS NECESSARY. THE REVIEW GROUP SHALL DEVELOP A CONFLICT OF INTEREST MANAGEMENT PLAN THAT ADDRESSES THE SPECIFIC ISSUE OF CONCERN FOR THE INVOLVED INDIVIDUAL AS APPROPRIATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PHYSICIANS FEES 900,006 0 0 MEDICAL SERVICES 250 8,071 0 TOTAL 900,256 8,071 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9INTERCO PAYOFFS & STEWARD CLOSURE -1,841,616
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
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ReturnHeader/ReturnTs02025-11-17T11:07:07-05:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
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