2026-05-14T11:18:12-05:00 2025-06-30 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2024-07-01 310927482 HOLZER HERITAGE FOUNDATION HOLZ 7404465060 100 JACKSON PIKE GALLIPOLIS OH 45631 TROY MILLER CFO 7404465060 2026-05-11 1 1 AMY CIMINELLO P00796388 6148493000 2026-05-05 2024 2025-03-06 01:10:19Z HOLZER FOUNDATION RODNEY STOUT 100 JACKSON PIKE GALLIPOLIS OH 45631 337480 0 X WWW.HOLZER.ORG X 1977 OH TO ADVANCE THE HEALTH AND WELL BEING OF THOSE WE SERVE 18 15 0 15 0 0 19725 10874 291907 319413 6947 7193 0 0 318579 337480 0 0 0 0 318035 341955 0 0 143617 324127 316520 642162 658475 -323583 -320995 7271062 7376906 2809003 3186845 4462059 4190061 X FRIENDLY VISITS, EXCELLENT CARE; EVERY PATIENT, EVERY TIME. 0 0 219171 0 0 THE FOUNDATION RECEIVES DESIGNATED MEMORIAL GIFTS, TO BE USED FOR EXPENSES OF HOSPICE PATIENTS WHO ARE SERVED BY THE HOLZER HOSPICE PROGRAM, AND FOR WHOSE CARE, REIMBURSEMENT MAY BE NON-EXISTENT. THESE FUNDS ARE USED TO COMPENSATE HOLZER MEDICAL CENTER BASED ON NON-REIMBURSED COSTS OR FOR OTHER EXPENDITURES NEEDED TO SUPPORT THE HOSPICE PROGRAM.IN 2025, $75,353 WAS UTILIZED FROM THE CELEBRITY DINNER FUND, $12,300 WAS UTILIZED FROM DANI'S ELF FUND, $53,325 WAS UTILIZED FROM THE GOLF TOURNAMENT, $2,795 WAS UTILIZED FROM HOSPITALITY FUND, $1,680 WAS UTILIZED FROM THE HOSPICE FUND, $3,361 WAS USED FROM HOLZER IN LIGHTS FUND, $4,848 WAS UTILIZED FROM THE HOLZER LEADERSHIP INSTITUTE, $250 WAS UTILIZED FOR OTHER FUNDS AND $2,399 WAS UTILIZED FROM THE WELLNESS CENTER FUND. 119451 0 319413 THE HOLZER THERAPY AND WELLNESS CENTER IS A COMPREHENSIVE WELLNESS CENTER THAT OFFERS AN INTEGRATED PROGRAM OF TOTAL HEALTHCARE SERVICES INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH AND MASSAGE THERAPIES, INDIVIDUALIZED HEALTH RISK ASSESSMENTS AND SUPERVISED FITNESS PLANS. PERSONALIZED HEALTH ASSESSMENTS WILL BE PERFORMED FOR EACH ENROLLEE. PROGRAMMING GOES WELL BEYOND A TYPICAL FITNESS CENTER BY INCORPORATING THE EXPERTISE OF HEALTHCARE PROFESSIONALS PROVIDING THE MEDICAL FITNESS DIFFERENCE RESULTING IN A HEALTHIER AND BETTER-EDUCATED COMMUNITY. THE WELLNESS CENTER FEATURES INCLUDE:A WALKING/RUNNING TRACKSTATE-OF-THE-ART EXERCISE EQUIPMENTSAUNASHOWER AND LOCKER AREAVENDING SERVICESA MULTIPURPOSE MEETING ROOM FOR A VARIETY OF FITNESS CLASSES AND EDUCATIONAL PROGRAMS 338622 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 15 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X TROY MILLER 7404465000 100 JACKSON PIKE GALLIPOLIS OH 45631 MICHAEL HAYNES CFO - HHS 1.00 49.00 X X 0 399506 7990 GARY ROACH CHAIRMAN - HHS 1.00 49.00 X X 0 202833 3121 ABBY WISEMAN GREER TRUSTEE/MANAGER 1.00 49.00 X X 0 64673 1294 SHAYNA CHAPMAN PRESIDENT 1.00 0.00 X X 0 0 0 RONALD R TOLER VICE PRESIDENT 1.00 0.00 X X 0 0 0 MIKE NORTHUP SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 RYAN JONES TRUSTEE 1.00 0.00 X 0 0 0 JOHN C STEVENS TRUSTEE 1.00 0.00 X 0 0 0 JAMES E MORRISON TRUSTEE 1.00 0.00 X 0 0 0 BOB HOOD TRUSTEE 1.00 0.00 X 0 0 0 GENE WOOD TRUSTEE 1.00 0.00 X 0 0 0 GREGORY A ERVIN TRUSTEE 1.00 0.00 X 0 0 0 GWEN ELLIOTT TRUSTEE 1.00 0.00 X 0 0 0 T WAYNE MUNRO MD TRUSTEE 1.00 0.00 X 0 0 0 APRIL B MAGNUSSEN MD TRUSTEE 1.00 0.00 X 0 0 0 DEBBIE SAUNDERS TRUSTEE 1.00 0.00 X 0 0 0 PAUL COVEY TRUSTEE 1.00 0.00 X 0 0 0 TOM REED TRUSTEE 1.00 0.00 X 0 0 0 JOHN JONES PAST PRESIDENT - PART YEAR 1.00 0.00 X 0 0 0 STAN EVANS TRUSTEE - PART YEAR 1.00 0.00 X 0 0 0 RODNEY STOUT CEO - HHS 1.00 49.00 X 0 637605 10755 0 1304617 23160 0 0 1 0 0 10874 10874 WELLNESS CENTER FEES 713940 319413 319413 319413 7193 7193 337480 319413 0 7193 263056 65054 97772 100230 64001 15980 22981 25040 14898 3536 6350 5012 35655 12020 23635 39610 11860 17806 9944 3391 3391 34374 26805 7569 3 3 199247 199247 MEDICAL SUPPLIES 4120 4120 BOOKS & SUBSCRIPTIONS 120 120 658475 338622 176236 143617 2120705 2408215 48361 54534 3667 3737 5325238 1237726 4286758 4087512 191340 195574 620231 627334 7271062 7376906 1614 2877 5591 5975 2801798 3177993 2809003 3186845 X 2850770 2529775 1611289 1660286 4462059 4190061 7271062 7376906 X -320995 48997 X X 0 1 X 1 1 1 X 3396 29459 36063 19725 10874 99517 201013 223206 252301 291907 319413 1287840 204409 252665 288364 311632 330287 1387357 0 0 0 1387357 924 1092 6947 7193 16156 924 1092 6947 7193 16156 204409 253589 289456 318579 337480 1403513 0.98850 0.99240 0.01150 0.00760 X 8235 8235 4243546 662392 3581154 892899 512139 380760 180558 63195 117363 4087512 DUE FROM AFFILIATES 627334 627334 RELATED PARTY PAYABLES 3159115 ACCRUAL FOR CHARITABLE GIFT ANNUITY 18878 3177993 0 0 0 0 0 0 0 0 0 RODNEY STOUT CEO - HHS 0 637605 0 0 0 0 0 10755 0 0 0 648360 0 0 MICHAEL HAYNES CFO - HHS 0 399506 0 0 0 0 0 7990 0 0 0 407496 0 0 GARY ROACH CHAIRMAN - HHS 0 202833 0 0 0 0 0 3121 0 0 0 205954 0 0 PART I, LINE 3 COMPENSATION PAID TO THE ORGANIZATION'S CEO IS ESTABLISHED BY A RELATED ORGANIZATION, HOLZER HEALTH SYSTEM, AND INCLUDES USE OF AN INDEPENDENT COMPENSATION CONSULTANT AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 HOLZER HEALTH SYSTEM IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B HOLZER FOUNDATION'S DECISIONS THAT ARE MADE BY THEIR BOARD OF DIRECTORS CAN BE OVERRULED BY HOLZER HEALTH SYSTEM'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER AND THE CFO OF HOLZER HEALTH SYSTEM REVIEW FORM 990. A COPY WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS THE ADOPTED POLICIES OF HOLZER MEDICAL CENTER- JACKSON AND HOLZER HOSPITAL FOUNDATION, RELATED TAX-EXEMPT ORGANIZATIONS. CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND OFFICERS, AND ARE REVIEWED BY THE CONFLICT OF INTEREST REVIEW COMMITTEE. MEMBERS OF THE BOARD ARE AWARE THAT THEY SHOULD DISCLOSE CONFLICTS WHEN THEY ARISE, AND MEMBERS ABSTAIN FROM PARTICIPATING IN DISCUSSIONS OR VOTING ON MATTERS WHERE A CONFLICT IS PRESENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE ITS OWN CONFLICT OF INTEREST POLICY. FORM 990, PART XI, LINE 9: CHANGE IN TEMPORARILY RESTRICTED NET ASSETS 48,997. FORM 990, PART XI, LINE 2C: THE AUDIT OVERSIGHT PROCESS AND THE PROCESS OF SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VI, SECTION B, LINES 12-15: THE ORGANIZATION DOES NOT HAVE EMPLOYEES. HOWEVER, WHEN APPLICABLE, THE EMPLOYEES WOULD FOLLOW THE POLICIES IN PLACE BY HOLZER MEDICAL CENTER-JACKSON AND HOLZER HOSPITAL FOUNDATION FOR CONFLICT OF INTEREST, WHISTLEBLOWER, DOCUMENT RETENTION & DESTRUCTION, AND COMPENSATION. FORM 990, PART IX, FUNDRAISING FUNDRAISING EXPENSES RELATE TO RESTRICTED CONTRIBUTIONS. FORM 990, PART II: TROY MILLER IS AN AUTHORIZED SIGNER OF FORM 990S. HE WAS APPOINTED INTERIM CFO IN SEPTEMBER 2025, AND LATER NAMED AS THE PERMANENT CFO. HOLZER HOSPITAL FOUNDATION 100 JACKSON PIKE GALLIPOLIS OH 45631 314379491 HEALTH CARE OH 501(C)(3) LINE 3 HOLZER HEALTH SYSTEMS 1 HOLZER MEDICAL CENTER - JACKSON 100 JACKSON PIKE GALLIPOLIS OH 45631 311724085 HEALTH CARE OH 501(C)(3) LINE 3 HOLZER HEALTH SYSTEMS 1 HOLZER HEALTH SYSTEMS 100 JACKSON PIKE GALLIPOLIS OH 45631 311156690 MANAGEMENT SERVICES OH 501(C)(3) LINE 12A, I N/A 0 HOLZER SENIOR CARE CENTER 380 COLONIAL DRIVE BIDWELL OH 45614 311534051 SKILLED NURSING FACILITY OH 501(C)(3) LINE 10 HOLZER HEALTH SYSTEMS 1 HOLZER VANGUARD INC 100 JACKSON PIKE GALLIPOLIS OH 45631 311192567 STOCK HOLDING COMPANY OH N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0