2023-11-15T11:08:21-06:00 2022-12-31 310800053 Clark Schaefer Hackett 10100 Innovation Drive Suite 400 Dayton OH 45342 990 2022-01-01 310886949 Greene Foundation GREE 9377621629 1 Prestige Place 910 Miamisburg OH 45342 Tim Ko Interim CFO KH 9377621629 2023-11-14 1 Tim Ko 999009999 0 Jane E Pfeifer P00014949 9372260070 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Greene Medical Foundation Daniel Tryon 1 Prestige Place Suite 910 Miamisburg OH 45342 315147 0 X www.ketteringhealth.org X 1983 OH Greene Medical Foundation fosters charitable partnerships to advance Kettering Health Greene Memorial, Soin Medical Center, and other affiliates. Our mission is to support quality healthcare and improve the lives of Greene County residents. 12 11 0 0 0 0 412389 199664 4026 1446 46946 58273 -11788 -12997 451573 246386 416801 353503 0 0 373117 380170 0 0 51768 59052 58565 848970 792238 -397397 -545852 4403834 3712664 7613 0 4396221 3712664 Greene Foundation serves donors by providing assistance in fulfilling philanthropic wishes and maintaining an efficient conduit for gifts to benefit Greene Memorial Hospital Inc, Beavercreek Medical Center, and their affiliated programs and facilities. 0 0 677052 353503 1446 Greene Foundation contributed $353,503 throughout the year to support Greene Memorial Hospital Inc, Beavercreek Medical Center, and their affiliated programs and facilities. 677052 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X Dann Hotelling 9377621629 1 Prestige Place Suite 910 Miamisburg OH 45342 Burns Terry EVP Chief Administration Officer until Oct-22 1.00 51.00 X 0 1148326 61238 Tryon Daniel W President Soin & KHGM 1.00 50.00 X 0 454137 76159 Finlay John Esq Chairman 1.00 X 0 0 0 Farmer Berkwood Director 1.00 X 0 0 0 Caldwell Lisa Director 1.00 X 0 0 0 Cullpepper Brian Director 1.00 X 0 0 0 Lemaster Herb Director 1.00 X 0 0 0 LeSourd Catherine Director 1.00 X 0 0 0 Lightle Cheryl Director 1.00 X 0 0 0 May Bud Director until Jul 22 1.00 X 0 0 0 Church Karen Director begin Sept 22 1.00 X 0 0 0 Hammond Libby Director begin Sept 22 1.00 X 0 0 0 Wozniak Terry Director begin Sept 22 1.00 X 0 0 0 Langan Jim Director 1.00 X 0 0 0 Murray Eric Director 1.00 X 0 0 0 Hagler Dale Director 1.00 X 0 0 0 Monk Donald Director 1.00 X 0 0 0 Reeves Monique Director until May 22 1.00 X 0 0 0 Amend Sarah Director until Jan 22 1.00 X 0 0 0 Villegas William CFO -Region #2 16.00 32.00 X 0 537915 84782 Nafie Jr John D Executive Director 40.00 X 0 176796 31970 0 2317174 254149 0 0 1 0 0 144995 150 54519 199664 Fundraising income 813211 1446 1446 1446 48331 48331 9942 0 9942 9942 9942 55764 144995 68761 -12997 -12997 246386 1446 0 45276 X 353503 353503 220799 165599 28704 26496 126168 94626 16402 15140 5343 4007 695 641 19271 14453 2505 2313 8589 6442 1117 1030 1865 1865 3130 3130 753 565 98 90 6264 2942 2851 471 28039 21029 3645 3365 1292 969 168 155 Hospitality 11149 8362 1449 1338 Membership 6073 4555 789 729 792238 677052 63418 51768 1107237 1093730 242472 242855 53250 25000 9300 1250 10057 2781518 2149829 200000 200000 4403834 3712664 7613 7613 0 X 1634950 1177263 2761271 2535401 4396221 3712664 4403834 3712664 X -545852 -372104 234399 X X 0 1 X 1 0 X X 2 Beavercreek Medical Center 270712680 3 1 275867 0 Greene Memorial Hospital Inc 310809436 3 1 77636 0 2 353503 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 910632 -104354 806278 823131 87501 910632 755200 67931 823131 644798 110402 755200 1186445 -15696 525951 644798 0.00000 0.87010 0.12990 0 0 0 Planned Giving 200000 200000 X Part V, Line 4: The endowment funds are used to provide income which is used to support the operations and capital needs of the supported organizations. Part X, Line 2: The System completed an analysis of its certain and uncertain tax positions in accordance with applicable accounting guidance and determined that no amounts were required to be recognized in the consolidated financial statements at December 31, 2022 or 2021. Circle of Victory 106070 104727 1343 215 1745 259 250 6886 Gala 38250 2290 35960 30010 2 56439 37978 18461 475 2600 18175 2537 5609 200759 144995 55764 690 4345 18175 2796 250 42505 68761 -12997 1 Beavercreek Medical Center 1 Prestige Place Suite 910 Miamisburg OH 45342 270712680 501(c)(3) 275867 0 Support Greene Memorial Hospital Inc 1 Prestige Place Suite 910 Miamisburg OH 45342 310809436 501(c)(3) 77636 0 Support 2 0 Part I, Line 2: Internal records document donor intent for fund distribution. Funds are monitored and use is determined by board members. 1 1 0 0 0 0 0 0 0 Burns Terry EVP Chief Administration Officer unt 0 880810 0 265356 0 2160 0 16387 0 44851 0 1209564 0 0 Tryon Daniel W President Soin & KHGM 0 362194 0 91080 0 863 0 47961 0 28198 0 530296 0 0 Villegas William CFO -Region #2 0 429994 0 104698 0 3223 0 55230 0 29552 0 622697 0 0 Nafie Jr John D Executive Director 0 143752 0 27948 0 5096 0 10343 0 21626 0 208765 0 0 Part I, Line 3 Compensation is established by a related organization. The process of determining compensation of CEO's, executive directors, officers, and key employees is to have an independent board approve the compensation. The compensation is determined to be reasonable compared to independent comparability data. The approval of the amounts is documented in the Board minutes within the appropriate time frame. Part I, Lines 4a-b Terry Burns received a severance payment of $144,238. Kettering Health has a supplemental executive retirement plan available only to a certain class of management. Part II, Col Biii Column Biii includes compensation reported on the W-2 that may or may not have gone through the current year Statement of Operations and Changes in Net Assets. Form 990, Part VI, Section B, line 11b A tax specialist is engaged to review the 990. The 990 is reviewed and accepted by the audit committee which reports this to the governing body (board). Form 990, Part VI, Section B, line 12c Kettering Health regularly and consistently monitors and enforces compliance with the conflict of interest policy by making it part of the employees' annual reviews. Employees must certify that they have read the conflict of interest policy and have disclosed any potential conflicts and agree to immediately notify Corporate Integrity if one should arise. Board members are required to annually review Kettering Health's policy, sign a conflict of interest statement, and notify Kettering Health if a conflict should arise. Form 990, Part VI, Section B, line 15 Compensation is established by a related organization. The process of determining compensation of CEO's, executive directors, officers, and key employees is to have an independent board approve the compensation. The compensation is determined to be reasonable compared to independent comparability data. The approval of the amounts is documented in the Board minutes within the appropriate time frame. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are available upon request. Part IX, Lines 5, 7, 8, 9, & 10 Salaries, retirement plan contributions, other benefits, and payroll taxes are paid by and allocated from Kettering Medical Center and Kettering Network Services. Form 990, Part XI, line 9: Net transfers from affiliate 237,649. Losses on uncollectible pledges -3,250. Part XII, Line 2c Neither the oversight process nor the selection process changed during the tax year. Alliance Physicians Inc 1 Prestige Place Suite 910 Miamisburg OH 45342 311175717 Physician Services OH 501(c)(3) 509(a)(3) Kettering Adventist Healthcare 0 Beavercreek Medical Center 1 Prestige Place Suite 910 Miamisburg OH 45342 270712680 Hospital OH 501(c)(3) 509(a)(1) Kettering Adventist Healthcare 0 Dayton Osteopathic Hospital 1 Prestige Place Suite 910 Miamisburg OH 45342 310564121 Hospital OH 501(c)(3) 509(a)(1) Kettering Adventist Healthcare 0 Fort Hamilton Hospital Foundation 1 Prestige Place Suite 910 Miamisburg OH 45342 452036966 Fundraising OH 501(c)(3) 509(a)(3) The Fort Hamilton Hospital 0 Greene Memorial Hospital Inc 1 Prestige Place Suite 910 Miamisburg OH 45342 310809436 Hospital OH 501(c)(3) 509(a)(1) Kettering Adventist Healthcare 0 Greene Memorial Hospital Auxiliary 1 Prestige Place Suite 910 Miamisburg OH 45342 310884880 Fundraising OH 501(c)(3) 509(a)(3) Greene Memorial Hospital 0 Kettering Adventist Healthcare 1 Prestige Place Suite 910 Miamisburg OH 45342 311051688 Management OH 501(c)(3) 509(a)(3) N/A 0 Kettering Affiliated Health Services Inc 1 Prestige Place Suite 910 Miamisburg OH 45342 311127485 Health Services OH 501(c)(3) 509(a)(3) Kettering Adventist Healthcare 0 Kettering Independent Medical Group 1 Prestige Place Suite 910 Miamisburg OH 45342 272649285 Health Services OH 501(c)(3) 509(a)(3) Kettering Adventist Healthcare 0 Kettering Medical Center 1 Prestige Place Suite 910 Miamisburg OH 45342 310621866 Hospital OH 501(c)(3) 509(a)(1) Kettering Adventist Healthcare 0 Kettering Medical Center Foundation 1 Prestige Place Suite 910 Miamisburg OH 45342 237419897 Fundraising OH 501(c)(3) 509(a)(3) Kettering Medical Center 0 Kettering Network Services 1 Prestige Place Suite 910 Miamisburg OH 45342 832687866 Administrative Support Services OH 501(c)(3) 509(a)(3) Kettering Adventist Healthcare 0 The Fort Hamilton Hospital 1 Prestige Place Suite 910 Miamisburg OH 45342 310536662 Hospital OH 501(c)(3) 509(a)(1) Kettering Adventist Healthcare 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 1 Beavercreek Medical Center B 275867 FMV Beavercreek Medical Center L 0 FMV Greene Memorial Hospital Auxiliary C 150 FMV Greene Memorial Hospital Auxiliary M 0 FMV Greene Memorial Hospital Inc B 77636 FMV Greene Memorial Hospital Inc L 0 FMV Greene Memorial Hospital Inc M 0 FMV Greene Memorial Hospital Inc N 0 FMV Kettering Adventist Healthcare M 0 FMV Kettering Medical Center M 0 FMV Kettering Medical Center N 0 FMV Kettering Medical Center O 0 FMV Kettering Medical Center P 0 FMV Kettering Medical Center S 237649 FMV Kettering Network Services M 0 FMV Kettering Network Services N 0 FMV Kettering Network Services O 0 FMV Kettering Network Services P 0 FMV Part V, Line 2 Kettering Medical Center and Kettering Network Services are conduits through which revenue is received and expenses are paid.