2025-11-14T18:06:23+00:00 2024-12-31 331498605 Plante & Moran PLLC 250 SOUTH HIGH ST SUITE 100 COLUMBUS OH 43215 990 2024-01-01 753008742 ADENA HEALTH FOUNDATION ADEN 7407797528 272 HOSPITAL ROAD CHILLICOTHE OH 456019031 JEFF GRAHAM AHS CEO 7403351210 2025-11-14 true true AMY CIMINELLO CPA P00796388 6148493000 2025-11-13 2024 2025-03-06 01:10:19Z HEATHER SPRAGUE 272 HOSPITAL ROAD CHILLICOTHE OH 456019031 2588368 false X WWW.ADENA.ORG X 2002 OH ADENA HEALTH FOUNDATION PROVIDES SUPPORT TO ADENA HEALTH SYSTEM AND THE TWO CRITICAL ACCESS HOSPITALS CONTROLLED BY ADENA HEALTH SYSTEM. IN 2024, ADENA HEALTH FOUNDATION PROVIDED $1,086,997 TO ADENA HEALTH SYSTEM. THE FOUNDATION ALSO SUPPORTS AREA NON-PROFIT ORGANIZATIONS AS WELL AS INDIVIDUALS IN THE HOSPITALS SERVICE AREA. THE AID TO INDIVIDUALS IS IN THE FORM OF EDUCATIONAL SCHOLARSHIPS AND HELP WITH BASIC UNMET NEEDS INCLUDING FOOD, TRANSPORTATION, AND UTILITIES. AHF CONTRIBUTED $160,268 TO INDIVIDUALS IN 2024. 13 12 4 12 0 1846486 1827803 0 0 0 726868 -40271 -77180 1806215 2477491 933782 1007312 0 0 352752 366931 0 0 127463 229329 142926 1515863 1517169 290352 960322 9343948 10049177 28350 13342 9315598 10035835 WE BELIEVE EVERYONE IN SOUTHERN OHIO DESERVES ACCESS TO THE BEST HEALTHCARE CLOSE TO HOME. false false 847044 847044 0 THROUGH INDIVIDUAL GIVING AND FUNDRAISING EVENTS TO AND FOR SELECTED FUNDS, WE WERE ABLE TO PROVIDE TO ADENA HEALTH SYSTEM IN SUPPORT OF PATIENT AND STAFF EDUCATION, COMMUNITY EDUCATION, EQUIPMENT, CAPITAL PROJECT AND CHARITY CARE. 132000 132000 0 THE FOUNDATION AWARDED SCHOLARSHIPS TO 31 STUDENTS. THE FIELDS OF STUDY INCLUDED NURSING, RADIOLOGY, TECHNOLOGY, PHYSICAL THERAPY AND LABORATORY TECHNOLOGY. THE STUDENTS WERE SELECTED BY THE VOLUNTEER SCHOLARSHIP COMMITTEE OF THE FOUNDATION'S BOARD OF DIRECTORS. EACH STUDENT MUST SUBMIT AN APPLICATION. APPLICANTS ARE REQUIRED TO HAVE AT LEAST A 3.00 GRADE POINT AVERAGE TO BE ELIGIBLE AND MUST MAINTAIN AT LEAST A 3.00 GRADE POINT AVERAGE WHILE IN COLLEGE. 28268 28268 0 THE HOSPICE/COMMUNITY FUND WAS USED TO PROVIDE MEDICAL CARE, HOME HEALTH NEEDS, BEREAVEMENT COUNSELING, PRESCRIPTIONS, FOOD AND SHELTER NEEDS TO 102 QUALIFIED PATIENTS AND THEIR FAMILIES. 1007312 true true false false false false false false false true false false false true false false false true false false false false false false true false false true true true false false false false false false false false false false false false false false false true false false false false true X 0 0 4 true false false false false false true true false false false false false false X 13 12 false false false false true true true true true false false false true true true true true true true true false false X JEFF CRAFT 7407794481 272 HOSPITAL ROAD CHILLICOTHE OH 456019031 JEFF GRAHAM TRUSTEE/AHS CEO 1.0 54.0 X X 0 1180581 368169 TRISH MARES CHAIR 2.0 0 X X 0 0 0 VIRGINA WETTERSTEN TRUSTEE/ SECRETARY 2.0 0 X X 0 0 0 WILLIAM BEATTY TRUSTEE/ TREASURER 2.0 0 X X 0 0 0 JULIE COLEMAN-PARK TRUSTEE 2.0 0 X 0 0 0 KEVIN SHOEMAKER ADENA PIKE CHAIR 2.0 2.0 X 0 0 0 LINDA BEAVER TRUSTEE 2.0 0 X 0 0 0 LINDA PENN ADENA GREENFIELD CHAIR 2.0 0 X 0 0 0 MATTHEW HALLER TRUSTEE 2.0 0 X 0 0 0 PAT FRIEL ADENA REGIONAL CHAIR 2.0 0 X 0 0 0 PHILIP EVANS TRUSTEE 2.0 0 X 0 0 0 TODD CREAMER ADENA FAYETTE CHAIR 2.0 0 X 0 0 0 HEATHER SPRAGUE EXECUTIVE DIRECTOR/CHRO 1.0 50.0 X 0 526480 145919 JAMES MCMANUS AHS CFO 1.0 54.0 X 0 738566 253395 KATHERINE EDRINGTON AHS COO 1.0 54.0 X 0 441728 191286 ROBIN BERNO DIRECTOR OF ANNUAL GIVING AND EVENTS 50.0 0 X 150697 0 39775 150697 2887355 998544 1 false true false 0 239986 1587817 1827803 0 0 0 0 0 31515 31515 0 0 695353 0 695353 0 695353 695353 33697 239986 110877 -77180 -77180 0 0 0 0 0 2477491 0 0 649688 847044 847044 160268 160268 287763 215823 71940 57869 43402 14467 21299 15974 5325 61251 0 45939 15312 9560 7170 2390 18607 13955 4652 4219 3164 1055 OVERHEAD ALLOCATIONS 90684 68013 22671 SUPPLIES 5528 4146 1382 FUNDRAISING -46923 -35192 -11731 0 0 0 0 1517169 1007312 382394 127463 43941 23117 0 0 0 0 0 6229818 6790752 0 0 3070189 3235308 9343948 10049177 28350 13342 0 0 0 28350 13342 X 2917524 3354641 6398074 6681194 9315598 10035835 9343948 10049177 960322 -240085 0 X false true true false X X 1 ADENA HEALTH SYSTEM 314379443 3 true 1086997 0 1 1086997 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1703032 23333 69500 1656865 1751562 1470 50000 1703032 1693363 128967 70768 1751562 1691757 1606 1693363 1663413 38177 -9710 123 1691757 1.0 0.0 0.0 false false MONEY OWED TO ADENA HEALTH FOUNDATION FROM AHS 3215139 OTHER NONCURRENT ASSETS 20169 3235308 0 0 0 0 0 0 0 0 0 0 0 0 Schedule D, Part V, Line 4 ADENA HEALTH FOUNDATION ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND PURCHASE CAPITAL FOR ADENA HEALTH SYSTEM. THESE FUNDS ARE HELD BY ADENA HEALTH SYSTEM AND ARE ADMINISTERED BY ADENA HEALTH FOUNDATION. TO DATE ALL OF THE QUASI ENDOWMENT FUNDS HAVE BEEN USED TO PROVIDE SCHOLARSHIPS TO INDIVIDUALS PURSUING A DEGREE IN HEALTHCARE. APMC GALA 50353 41427 8926 2004 1950 8130 5592 2506 COLON CANCER WALK 45568 42520 3048 91 3500 258 2563 6 177762 156039 21723 270 18204 15321 30935 10420 9133 273683 239986 33697 270 20299 20771 39323 16012 14202 110877 -77180 true ADENA HEALTH SYSTEM 272 HOSPITAL ROAD CHILLICOTHE OH 45601 314379443 501 ( C ) (3) 289186 TO PURCHASE MEDICAL EQUIPMENT 1 0 HOSPICE SCHOLARSHIPS 31 132000 BENEVOLENCE 20 27068 CANCER CARE 82 1200 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THIS ASSISTANCE IS PROVIDED TO THE SUPPORTED ORGANIZATION IN CONFORMANCE WITH OUR MISSION. THESE FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE SUPPORTED ORGANIZATION'S POLICIES AND PROCEDURES. PART III COLUMN B LISTS THE ACTUAL NUMBER OF RECIPIENTS THAT RECEIVED CASH SCHOLARSHIPS/ASSISTANCE DURING 2024. THE NUMBER OF SCHOLARSHIPS IS LIMITED BY THE AMOUNT OF MONEY AVAILABLE. RECORDS FOR THE NUMBER OF STUDENTS RECEIVING SCHOLARSHIPS IS TRACKED ON A SPREADSHEET. SCHOLARSHIPS ARE PAID TO THE SCHOOL'S OFFICE OF FINANCIAL AID AND DISTRIBUTED ON A QUARTERLY OR SEMESTER BASIS TO THE STUDENTS ACCOUNT FOR QUALIFIED EDUCATIONAL EXPENSES. THE NUMBER OF HOSPICE PATIENTS SERVED IS LIMITED BY THE AMOUNT OF MONEY AVAILABLE. HOSPICE STAFF TRACKS THE NUMBER OF PATIENTS AND THE NATURE OF ASSISTANCE PROVIDED. false true false false false false false true false JEFF GRAHAM TRUSTEE/AHS CEO 0 977033 0 187011 0 16537 0 319845 0 48324 0 1548750 0 0 JAMES MCMANUS AHS CFO 0 560539 0 112972 0 65055 0 225932 0 27463 0 991961 0 56375 KATHERINE EDRINGTON AHS COO 0 306628 0 126256 0 8844 0 171687 0 19599 0 633014 0 0 HEATHER SPRAGUE EXECUTIVE DIRECTOR/CHRO 0 394894 0 85737 0 45849 0 117659 0 28260 0 672399 0 0 ROBIN BERNO DIRECTOR OF ANNUAL GIVING AND EVENTS 148387 0 0 0 2310 0 29409 0 10366 0 190472 0 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation EXECUTIVE LEADERSHIP AT ADENA HEALTH FOUNDATION HAS THEIR COMPENSATION REVIEWED EVERY YEAR BY ADENA HEALTH SYSTEM, A RELATED PARTY. THE SYSTEM UTILIZES A SEPARATE COMPENSATION CONSULTING FIRM THAT USES SEVERAL AVAILABLE MARKET STUDIES FOR APPLICABLE POSITIONS IN COMPARABLE MARKETS. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE ORGANIZATION HAS A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE FOLLOWING INDIVIDUALS PARTICIPATED IN OR RECEIVED PAYMENT FROM THE SERP IN 2024: JAMES MCMANUS $56,375 SERP EARNINGS THE SERP ACCRUALS, INCLUDED IN PART II, COLUMN (C), ARE AMOUNTS CREDITED TO THE EXECUTIVE UNDER THE SECTION 457(F) DEFERRED COMPENSATION PLAN. JAMES MCMANUS $62,812 SERP ACCRUALS Schedule J, Part I, Line 7 Non-fixed payments MANAGEMENT OF ADENA HEALTH SYSTEM HAVE A PORTION OF THEIR ANNUAL SALARY AT RISK UNDER A VARIABLE COMPENSATION PLAN. IF THE OPERATING RESULTS OF AHS MEET A MARGIN TARGET IN ANY FISCAL YEAR, ADDITIONAL COMPENSATION IS PAID THAT IS CALCULATED USING THE OPERATING MARGIN ALONG WITH RESULTS IN EMPLOYEE ENGAGEMENT, PATIENT QUALITY, AND SATISFACTION USING A BALANCED SCORECARD FORMULA. Form 990, Part V, Line 1a A RELATED ORGANZIATION, ADENA HEALTH SYSTEM, ISSUES THE 1099S. Form 990, Part VI, Line 6 Classes of members or stockholders ADENA HEALTH SYSTEM IS THE SOLE MEMBER OF THE CORPORATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD OF TRUSTEES OF ADENA HEALTH SYSTEM ELECTS MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. NOMINEES ARE PROPOSED BY THE FOUNDATION BOARD OF DIRECTORS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders NOMINATIONS FOR OFFICER POSITIONS ON THE FOUNDATION'S BOARD OF DIRECTORS MUST BE APPROVED BY THE BOARD OF TRUSTEES OF ADENA HEALTH SYSTEM. Form 990, Part VI, Line 11b Review of form 990 by governing body COPIES OF THE 990 ARE SENT TO BOARD MEMBERS VIA THE SERCURE INFORMATION PORTAL PROVIDED BY ADENA HEALTH SYSTEM. Form 990, Part VI, Line 12c Conflict of interest policy THE CORPORATE COMPLIANCE OFFICE OF ADENA HEALTH SYSTEM ANNUALLY COORDINATES THE DISTRIBUTION AND RETURN OF THE CONFLICT OF INTEREST STATEMENTS. ALL CONFLICTS ARE REVIEWED, AND THE CORPORATE COMPLIANCE OFFICE IS RESPONSIBLE FOR REVIEWING THE RESPONSES AND COMMUNICATING ANY EXTRA STEPS THAT NEED TO TAKE PLACE REGARDING ANY OF THE RESPONSES. AT EVERY BOARD MEETING AND COMMITTEE OF THE BOARD, THE AGENDA ITEM OF CONFLICT OF INTEREST IS INCLUDED AND CALLED OUT. CONFLICTED BOARD MEMBERS ABSTAIN FROM VOTING ON THE PARTICULAR ITEMS. ANY MEMBER ABSTAINING FROM VOTING IS DOCUMENTED IN THE MINUTES. EXECUTIVE DIRECTORS AND BOARD MEMBERS ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. Form 990, Part VI, Line 15a Process to establish compensation of top management official EXECUTIVE LEADERSHIP HAVE COMPENSATION REVIEWED EVERY OTHER YEAR BY ADENA HEALTH SYSTEM, A RELATED PARTY. THE SYSTEM UTILIZES A SEPARATE COMPENSATION CONSULTING FIRM THAT USES SEVERAL AVAILABLE MARKET STUDIES FOR APPLICABLE POSITIONS IN COMPARABLE MARKETS. OTHER MANAGEMENT WAGES ARE REVIEWED INTERNALLY USING MARKET DATA. THIS PROCESS WAS LAST UNDERTAKEN IN 2023. Form 990, Part VI, Line 19 Required documents available to the public THE FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS ARE ALSO AVAILABLE THROUGH THE OFFICE OF THE OHIO ATTORNEY GENERAL. THE 990 IS AVAILABLE ON THE GUIDE STAR WEBSITE AND AVAILABLE UPON REQUEST. Form 990, Part XII, Line 2c THE ADENA HEALTH SYSTEM AUDIT COMMITTEE ENGAGES THE INDEPENDENT AUDIT FIRM FOR THE AUDIT, REVIEWS RESULTS, AND REPORTS TO THE BOARD. ADENA HEALTH SYSTEM'S BOARD OF DIRECTORS OVERSEES THE AUDIT PROCESS AND APPROVES THE INDEPENDENT AUDIT FIRM. ADENA HEALTH FOUNDATION IS PART OF ADENA HEALTH SYSTEM'S CONSOLIDATED AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. GREENFIELD AREA MEDICAL CENTER 550 MIRABEAU ST GREENFIELD OH 45123 310993422 HOSPITAL OH 501(c)(3) 3 ADENA HEALTH SYSTEM true SOUTHERN OHIO HEALTHCARE NETWORK 272 HOSPITAL ROAD CHILLICOTHE OH 45601 261566590 FIBEROPTIC NETWORK GRANTS OH 501(c)(3) Type I ADENA HEALTH SYSTEM true ADENA HEALTH SYSTEM 272 HOSPITAL ROAD CHILLICOTHE OH 45601 314379443 HOSPITAL OH 501(c)(3) 3 NA false PIKE HEALTH SERVICES INC 100 DAWN LANE WAVERLY OH 45690 311072406 HOSPITAL OH 501(c)(3) 3 ADENA HEALTH SYSTEM true ADENA FAYETTE MEDICAL CENTER 1430 COLUMBUS AVE WASHINGTON COURT HOUSE OH 43160 852985806 HOSPITAL OH 501(c)(3) 3 ADENA HEALTH SYSTEM true ADENA CARE 272 HOSPITAL ROAD CHILLICOTHE OH 453980850 SEE SCHEDULE R, PART VII OH NA C Corporation true false true true false false false false false false false false false false false true false true false false Schedule R, Part IV, Column (b) THE PRIMARY ACTIVITY OF ADENA CARE IS TO DEVELOP STRATEGIC RELATIONSHIPS TO THE SERVICE AREAS MAJOR EMPLOYERS THROUGH HEALTH MANAGEMENT AND WELLNESS SERVICES.