Civic Intelligence

Roh Investment Co Inc

EIN 87-3506718 • 501(c)3 • Memphis, TN

Profile

ROH Investment Co., Inc. is a Tennessee nonprofit corporation that exists for the purpose of performing the charitable functions and carrying out the charitable purposes of Shelby County Health Care Corporation, a Tennessee nonprofit corporation. SCHCC's mission is to improve the health and well-being of the people it serves by providing compassionate care and exceptional services at its medical facility.

877 Jefferson AveMemphis, TN 38103-2807

www.regionalonehealth.org

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

98th percentile

$1,460,782

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 383.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

41st percentile

1.9%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

0.0%

Faster revenue growth than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$20,033,029

Up $381,158 (+1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$20,033,029

Up $381,158 (+1.9%) from 2023

Revenue

Flat

$381,158

Flat from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Flat

$381,158

Flat from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2022: $19,270,713Liabilities 2022: $0Net Assets 2022: $19,270,7132022Assets 2023: $19,651,871Liabilities 2023: $0Net Assets 2023: $19,651,8712023Assets 2024: $20,033,029Liabilities 2024: $0Net Assets 2024: $20,033,0292024

Highlighted filing

2024

Assets$20,033,029
Liabilities$0
Net Assets$20,033,029

Operations Trend

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

$20M$15M$10M$5.0M$0Revenue 2022: $19,270,713Expenses 2022: $0Net Income 2022: $19,270,7132022Revenue 2023: $381,158Expenses 2023: $0Net Income 2023: $381,1582023Revenue 2024: $381,158Expenses 2024: $0Net Income 2024: $381,1582024

Highlighted filing

2024

Revenue$381,158
Expenses$0
Net Income$381,158

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$381,158
Mission and Program Overview

Mission

Roh investment co., inc. Is a tennessee nonprofit corporation that exists for the purpose of performing the charitable functions and carrying out the charitable purposes of shelby county health care corporation, a tennessee nonprofit corporation. Schcc's mission is to improve the health and well-being of the people it serves by providing compassionate care and exceptional services at its medical facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$19,651,871$20,033,029▲ $381,158
Other Notes and Loans Receivable, Net$19,057,900$19,057,900→ $0
Cash and Non-Interest-Bearing Accounts$593,971$975,129▲ $381,158
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net-$0-
Loans From Officers Directors-$0-
Total Assets$19,651,871$20,033,029▲ $381,158
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$19,651,871$20,033,029▲ $381,158
Total Liabilities and Net Assets / Fund Balance$19,651,871$20,033,029▲ $381,158
Compensation and Service Providers

Board Members and Trustees

NameTitle
Reginald Coopwood MDPresident/director
Robert ShannonDirector
Imad AbdullahSecretary/director
James ProctorTreasurer/director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$381,158
Other Revenue
$0
Change in Net Assets
$381,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B Review of form 990 by governing body

Members of the organization's Board of Directors were given access to a draft copy of the form 990 through a secured internet portal.

Form 990, Part VI, Line 12C Conflict of interest policy

Legal and Compliance conducts an ongoing annual request for submission of conflict of interest forms. Process is monitored by Corporate Compliance to ensure that all forms are completed.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

Compensation of the executive management team was approved by the Human Resource Committee and was deemed to be competitive based on business circumstances and prevailing market conditions. The organization purchases compensation/salary information annually from three national consulting groups and the state hospital association and has a compensation consultant provide periodic reviews. The information is used as a reference in determining levels for internal and external equity.

Form 990, Part VI, Line 15B Process to establish compensation of other employees

Compensation of the executive management team was approved by the Human Resource Committee and was deemed to be competitive based on business circumstances and prevailing market conditions. The organization purchases compensation/salary information annually from three national consulting groups and the state hospital association and has a compensation consultant provide periodic reviews. The information is used as a reference in determining levels for internal and external equity.

Form 990, Part VI, Line 19 Required documents available to the public

The Organization makes its governing documents, conflicts of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
ROH Investment Co Inc
EIN
87-3506718
Phone
5045828314
Address
877 Jefferson Ave, Memphis, TN 38103-2807

Signing Officer

Name
James Proctor
Title
CDO
Phone
9015457928
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Formed
2021
Legal Domicile
Tn
Voting Board Members
4
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Forvis Mazars LLP
Address
500 Ridgefield Court, Asheville, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 4

The board of ROH Investment Co Inc. includes members that are paid employees of the supported organization, Shelby County Health Care Corporation and therefore impacts the number of independent board members. However, Shelby County Health Care Corporation is governed by a majority independent board and therefore the filing organization has oversight by an independent body.

Form 990, Part XII, Line 2C Change of oversight process or selection process

The process has not changed from the prior year. ROH Investment Co Inc was formed on 10/21/21 and exists to support and further Shelby County Health Care Corporation's (SCHCC) exempt purpose. Therefore, the audit committee of SCHCC also has audit committee responsibilities and oversight of ROH Investment Co Inc.

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

Regional One Health is a not-for-profit corporation organized by the approval of the Board of County Commissioners of the County and qualifies as a governmental entity not subject to federal income tax, by reason of being integral parts of a state or political subdivision. Regional One Health also qualifies as a tax-exempt entity under Internal Revenue Code (IRC) Section 501(a) as organizations described in IRC Section 501(c)(3) (dual-tax exempt status). Therefore, related income is generally not subject to federal or state income taxes, except for tax on income from activities unrelated to its exempt purpose, as described in IRC Section 512(a). Thus, no provision for income taxes has been recorded in the accompanying financial statements.

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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt252231
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Reginald Coopwood MD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1James Proctor
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Imad Abdullah
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER/DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2SECRETARY/DIRECTOR
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2598827
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0A number of individuals listed in Schedule J participated in a SERP plan during the year and received SERP benefits as follows: Reginald Coopwood received $172,536; Imad Abdullah received $47,802; Jim Proctor received $52,620.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0true
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The board of ROH Investment Co Inc. includes members that are paid employees of the supported organization, Shelby County Health Care Corporation and therefore impacts the number of independent board members. However, Shelby County Health Care Corporation is governed by a majority independent board and therefore the filing organization has oversight by an independent body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members of the organization's Board of Directors were given access to a draft copy of the form 990 through a secured internet portal.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Legal and Compliance conducts an ongoing annual request for submission of conflict of interest forms. Process is monitored by Corporate Compliance to ensure that all forms are completed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation of the executive management team was approved by the Human Resource Committee and was deemed to be competitive based on business circumstances and prevailing market conditions. The organization purchases compensation/salary information annually from three national consulting groups and the state hospital association and has a compensation consultant provide periodic reviews. The information is used as a reference in determining levels for internal and external equity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Compensation of the executive management team was approved by the Human Resource Committee and was deemed to be competitive based on business circumstances and prevailing market conditions. The organization purchases compensation/salary information annually from three national consulting groups and the state hospital association and has a compensation consultant provide periodic reviews. The information is used as a reference in determining levels for internal and external equity.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Organization makes its governing documents, conflicts of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The process has not changed from the prior year. ROH Investment Co Inc was formed on 10/21/21 and exists to support and further Shelby County Health Care Corporation's (SCHCC) exempt purpose. Therefore, the audit committee of SCHCC also has audit committee responsibilities and oversight of ROH Investment Co Inc.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b Review of form 990 by governing body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c Conflict of interest policy
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a Process to establish compensation of top management official
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b Process to establish compensation of other employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 19 Required documents available to the public
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XII, Line 2c Change of oversight process or selection process
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0Shelby County Health Care Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt1Shelby County Health Care Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0464971777
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1822356548
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C Corporation
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1TN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Holds title to and leases property
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Marketing and Investing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Regional One Properties Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1REGIONAL ONE HEALTH INNOVATIONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0877 Jefferson Avenue
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1877 Jefferson Avenue
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Memphis
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1Memphis
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Shelby County Health Care Corporation
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Regional Medical Center at Memphis Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MEMPHIS MEDICAL CENTER AIR AMBULANCE Services Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Shelby County Health Care Corporation Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3UT Regional One Physicians Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0581737037
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1621280261
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3471157530
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(c)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Foundation raises funds to support
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Operates air ambulance service
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2inpatient and outpatient services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3physician services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1Type I
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt33
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0877 Jefferson Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11080 EASTMORELAND AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2877 Jefferson Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3877 Jefferson Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Memphis
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Memphis
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Memphis
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3Memphis
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd338103
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false

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