2025-05-06T14:35:03-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2023-07-01 311156690 HOLZER HEALTH SYSTEM HOLZ 7404465060 100 JACKSON PIKE GALLIPOLIS OH 45631 MICHAEL HAYNES CFO 7404465060 2025-05-01 1 1 AMY CIMINELLO P00796388 6148493000 2025-04-28 2023 2025-03-06 01:10:19Z RODNEY STOUT 100 JACKSON PIKE GALLIPOLIS OH 45631 131614390 0 X WWW.HOLZER.ORG X 1985 OH THE PRIMARY EXEMPT PURPOSE OF HOLZER HEALTH SYSTEM IS TO ACT AS THE MANAGING PARENT, SOLE VOTING MEMBER OF THE FOLLOWING 501(C)(3) ENTITIES, WHOSE PRIMARY PURPOSES ARE TO MEET THE HEALTHCARE NEEDS OF THEIR COMMUNITIES: HOLZER HOSPITAL FOUNDATION, HOLZER MEDICAL CENTER-JACKSON, HOLZER SENIOR CARE CENTER, HOLZER ASSISTED LIVING-GALLIPOLIS, HOLZER ASSISTED LIVING-JACKSON, HOLZER FOUNDATION AND HOLZER VANGUARD, A FOR-PROFIT SUBSIDIARY. 23 0 856 0 0 0 33932 153938 126553852 131092546 148502 -191077 42081 67034 126778367 131122441 0 0 0 0 102348647 106961873 0 0 47730 66150176 71235400 168498823 178197273 -41720456 -47074832 125743071 126864754 134692126 138209070 -8949055 -11344316 FRIENDLY VISITS, EXCELLENT CARE; EVERY PATIENT, EVERY TIME. 0 0 99425100 0 126879775 HOLZER CLINIC, LLC IS A MULTIPLE DISCIPLINE HEALTH CARE SYSTEM OF OVER 160 PROVIDERS PROVIDING CARE IN MORE THAN THIRTY-FOUR AREAS OF EXPERTISE. 691632 0 776922 HOLZER DENTAL CLINIC-JACKSON STRIVES TO IMPROVE THE DENTAL HEALTH STATUS OF THE PEOPLE AND COMMUNITIES WE SERVE. 2453330 0 3435849 HOLZER HEALTH SYSTEM PROVIDED MANAGEMENT SERVICES/REAL ESTATE TO ITS SUBSIDIARIES WHOSE EXEMPT PURPOSES ARE TO MEET THE HEALTHCARE NEEDS OF THEIR COMMUNITIES. 102570062 1 0 0 1 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 1 0 0 0 0 0 1 1 1 1 0 0 1 96 0 1 856 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL HAYNES CFO 7404465060 100 JACKSON PIKE GALLIPOLIS OH 45631 DR MICHAEL CANADY CEO - PART YEAR 46.00 4.00 X X 738668 0 13413 DR JONATHAN MATHIS TRUSTEE/PHYSICIAN 47.00 3.00 X 543150 0 8331 DR RODNEY STOUT CEO 46.00 4.00 X X 481584 0 8040 DR PHILLIP LONG TRUSTEE/RADIOLOGIST 49.00 1.00 X 478652 0 8590 DR GLENN SCOTT DAVIS TRUSTEE/PHYSICIAN 47.00 3.00 X 419968 0 6993 DR DANIELLE CAPPELLETTI TRUSTEE/PHYSICIAN 49.00 1.00 X 413242 0 6682 MICHAEL HAYNES CFO 47.00 3.00 X X 403763 0 7395 TODD FOWLER TRUSTEE/CHIEF OPERATING OFFICER 49.00 1.00 X X 402874 0 7377 TROY MILLER TRUSTEE/CHIEF STRATEGY OFFICER 50.00 0.00 X X 402274 0 6173 ELLEN GARLING TRUSTEE/CHIEF LEGAL OFFICER 50.00 0.00 X X 403154 0 0 LISA DETTY TRUSTEE/CHIEF NURSING OFFICER 50.00 0.00 X X 392453 0 7115 DR CHRIS MARAZON TRUSTEE/PHYSICIAN 49.00 1.00 X 362848 0 6498 BRENT SAUNDERS CHAIRMAN - PART YEAR 47.00 3.00 X X 352612 0 5245 DR JARED SHEETS TRUSTEE/PHYSICIAN 49.00 1.00 X 338512 0 6324 NICOLETTE JONES TRUSTEE/CHIEF MEDICAL OFFICER 50.00 0.00 X X 289179 0 5473 DR LYNDON GAINES TRUSTEE/PHYSICIAN 49.00 1.00 X 242340 0 4766 GERALD ROACH CHAIRMAN 47.00 3.00 X X 111615 0 1560 LARRY KIDD VICE CHAIR 1.00 3.00 X X 24000 0 0 BRAD MUNN TRUSTEE 1.00 3.00 X 24000 0 0 PAUL REED TRUSTEE 1.00 3.00 X 24000 0 0 ROBBIE PUGH TRUSTEE 1.00 3.00 X 24000 0 0 ROBERT GRILLO TRUSTEE 1.00 3.00 X 24000 0 0 TOM WISEMAN TRUSTEE 1.00 3.00 X 24000 0 0 KIM KELLY TRUSTEE 1.00 3.00 X 24000 0 0 STEVE CHAPMAN TRUSTEE - PART YEAR 1.00 3.00 X 24000 0 0 LISA HACKWORTH EVP - CHIEF ADMIN OFFICER 50.00 0.00 X 453178 0 8346 DR DEAN SICILIANO PHYSICIAN 50.00 0.00 X 2099379 0 15000 DR STEVEN CONLEY PHYSICIAN 50.00 0.00 X 2078399 0 11250 DR CHARLES BISHOP PHYSICIAN 50.00 0.00 X 1114580 0 10250 DR SANTPAL MAVI PHYSICIAN 50.00 0.00 X 957849 0 13648 DR MATHEW COSENZA PHYSICIAN 50.00 0.00 X 965082 0 0 14637355 0 168469 184 0 1 0 OHIO VALLEY PHYSICIANS INC PO BOX 390 HUNTINGTON WV 25708 EMERGENCY DEPT. STAFFING 18524749 SAVISTA LLC 200 NORTH POINT CENTER E STE 200 APLHARETTA GA 30022 MEDICAL CODING & MANAGEMENT SERVICES 2361166 JACKSON & COKER LOCUMTENENS LLC 2655 NORTHWINDS PARKWAY APLHARETTA GA 30009 PHYSICIAN STAFFING 2222905 RICK EPLION PAVING INC PO BOX 712 PROCTORVILLE OH 45669 PAVING SERVICES 425860 EPSTEIN BECKER & GREEN PC 250 WEST STREET SUITE 300 COLUMBUS OH 43215 LEGAL SERVICES 318268 21 153938 153938 NET PATIENT SERVICE REVENUE 621110 126313601 126313601 RENTALS TO AFFILIATES 561000 3435849 3435849 COMPREHENSIVE PRIMARY CARE REVENU 621110 1343096 1343096 131092546 204879 204879 44232 4453 39779 39779 39779 91540 76180 411316 15360 -411316 -395956 -395956 VENDOR REBATE 900099 27255 27255 27255 131122441 131092546 0 -124043 X 7058525 7058525 78534413 56338217 22196196 868072 340635 527437 15987949 2300046 13687903 4512914 675727 3837187 7558453 3217260 4341193 382350 382350 888145 200000 688145 34200523 22038939 12161584 47730 47730 5549994 3413065 2136929 2653935 1531 2652404 808503 407665 400838 842935 323890 519045 2150200 1649750 500450 4281688 919556 3362132 1641535 1430416 211119 BAD DEBT EXPENSE 7882129 7882129 MEDICAL SUPPLIES 1027221 1023742 3479 DUES AND MEMBERSHIPS 965556 300653 664903 LICENSURE FEES 316677 95114 221563 37826 11727 26099 178197273 102570062 75579481 47730 23357299 22174039 14231965 15836948 4080923 3881670 106345772 39959262 66580411 66386510 4939293 5276542 514386 103081 3904000 3904000 8134794 9301964 125743071 126864754 20217595 26095626 -3590357 -3397154 112252148 109056764 5812740 6453834 134692126 138209070 X -8949055 -11344316 -8949055 -11344316 125743071 126864754 X -47074832 118342 44561229 X X 0 1 X 1 1 1 X X 4 HOLZER HOSPITAL FOUNDATION 314379491 3 1 0 44475229 HOLZER MEDICAL CENTER-JACKSON 311724085 3 1 0 86000 HOLZER SENIOR CARE CENTER 311534051 10 1 0 0 HOLZER HERITAGE FOUNDATION 310927482 7 1 0 0 4 0 44561229 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, PART IV, SECTION D, LINE 3: HOLZER HEALTH SYSTEMS' BOARD OVERLAPS WITH THE BOARD OF THE SUPPORTING ORGANIZATIONS. THIS OVERLAP CAUSES THE SUPPORTED ORGANIZATIONS TO HAVE A SIGNIFICANT VOICE OVER THE HOLZER HEALTH SYSTEM. SCHEDULE A, PART IV, SECTION E, LINE 3A: HOLZER HEALTH SYSTEM IS THE SOLE MEMBER OF EACH OF ITS SUPPORTED ORGANIZATIONS. SCHEDULE A, PART IV, SECTION E, LINE 3B: DECISIONS MADE BY THE BOARD OF DIRECTORS OF EACH SUPPORTED ORGANIZATION CAN BE OVERRULED BY THE BOARD OF DIRECTORS OF HOLZER HEALTH SYSTEM. 0 0 0 0 0 0 0 0 1 11947 11947 0 PART II-B, LINE 1: A PORTION OF DUES PAID TO THE OHIO HOSPITAL ASSOCIATION ARE CONSIDERED LOBBYING ACTIVITIES. IN TOTAL $66,447 WERE PAID TO OHA OF WHICH $2,459 ARE CONSIDERED LOBBYING ACTIVITIES. A PORTION OF DUES PAID TO THE AMERICAN HOSPITAL ASSOCIATION ARE CONSIDERED LOBBYING ACTIVITIES. IN TOTAL $37,120 WERE PAID TO AHA OF WHICH $9,488 ARE CONSIDERED LOBBYING ACTIVITIES. 6914748 6914748 86259708 36941222 49318486 12213548 2988288 9225260 957768 29752 928016 66386510 RELATED PARTY RECEIVABLES 9301964 9301964 RELATED PARTY PAYABLES 5543834 OTHER LONG TERM LIABILITIES 910000 6453834 X X X X 0 0 0 0 0 0 0 0 0 DR DEAN SICILIANO PHYSICIAN 2099379 0 0 0 0 0 15000 0 0 0 2114379 0 0 0 DR STEVEN CONLEY PHYSICIAN 2078399 0 0 0 0 0 11250 0 0 0 2089649 0 0 0 DR CHARLES BISHOP PHYSICIAN 1114580 0 0 0 0 0 10250 0 0 0 1124830 0 0 0 DR SANTPAL MAVI PHYSICIAN 957849 0 0 0 0 0 13648 0 0 0 971497 0 0 0 DR MATHEW COSENZA PHYSICIAN 965082 0 0 0 0 0 0 0 0 0 965082 0 0 0 DR MICHAEL CANADY CEO - PART YEAR 738668 0 0 0 0 0 13413 0 0 0 752081 0 0 0 DR JONATHAN MATHIS TRUSTEE/PHYSICIAN 543150 0 0 0 0 0 8331 0 0 0 551481 0 0 0 DR RODNEY STOUT CEO 481584 0 0 0 0 0 8040 0 0 0 489624 0 0 0 DR PHILLIP LONG TRUSTEE/RADIOLOGIST 478652 0 0 0 0 0 8590 0 0 0 487242 0 0 0 LISA HACKWORTH EVP - CHIEF ADMIN OFFICER 453178 0 0 0 0 0 6854 0 1492 0 461524 0 0 0 DR GLENN SCOTT DAVIS TRUSTEE/PHYSICIAN 419968 0 0 0 0 0 6993 0 0 0 426961 0 0 0 DR DANIELLE CAPPELLETTI TRUSTEE/PHYSICIAN 413242 0 0 0 0 0 6682 0 0 0 419924 0 0 0 MICHAEL HAYNES CFO 403763 0 0 0 0 0 7395 0 0 0 411158 0 0 0 TODD FOWLER TRUSTEE/CHIEF OPERATING OFFICER 402874 0 0 0 0 0 7377 0 0 0 410251 0 0 0 TROY MILLER TRUSTEE/CHIEF STRATEGY OFFICER 402274 0 0 0 0 0 6173 0 0 0 408447 0 0 0 ELLEN GARLING TRUSTEE/CHIEF LEGAL OFFICER 403154 0 0 0 0 0 0 0 0 0 403154 0 0 0 LISA DETTY TRUSTEE/CHIEF NURSING OFFICER 392453 0 0 0 0 0 7115 0 0 0 399568 0 0 0 DR CHRIS MARAZON TRUSTEE/PHYSICIAN 362848 0 0 0 0 0 6498 0 0 0 369346 0 0 0 BRENT SAUNDERS CHAIRMAN - PART YEAR 352612 0 0 0 0 0 3526 0 1719 0 357857 0 0 0 DR JARED SHEETS TRUSTEE/PHYSICIAN 338512 0 0 0 0 0 6324 0 0 0 344836 0 0 0 NICOLETTE JONES TRUSTEE/CHIEF MEDICAL OFFICER 289179 0 0 0 0 0 5473 0 0 0 294652 0 0 0 DR LYNDON GAINES TRUSTEE/PHYSICIAN 242340 0 0 0 0 0 4766 0 0 0 247106 0 0 0 BRYNN NOE DAUGHTER OF BRENT SAUNDERS 55649 W-2 COMPENSATION 0 JODI LYNN HAYNES WIFE OF MICHAEL HAYNES 30380 W-2 COMPENSATION 0 JENNIFER GAINES WIFE OF LYNDON GAINES 55807 W-2 COMPENSATION 0 MEGHAN MILLER WIFE OF TROY MILLER 70167 W-2 COMPENSATION 0 AUBREY LONG DAUGHTER OF PHILLIP LONG 45729 W-2 COMPENSATION 0 FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER AND THE CFO REVIEW FORM 990 AND 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 B, LINE 15 THE HOLZER HEALTH SYSTEM BOARD APPROVES COMPENSATION OF THE CEO AND OTHER OFFICERS. THE BOARD UTILIZES WAGE RECOMMENDATIONS FROM AN UNRELATED CONSULTANT TO DETERMINE THE COMPENSATION. THE CEO MAY BE INVOLVED IN DETERMINING OTHER OFFICERS' COMPENSATION, HOWEVER THE ULTIMATE DECISION RESTS WITH THE BOARD. THE PROCESS WAS LAST UNDERTAKEN DURING 2021. 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 IX, LINE 11G MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 21,278,378. MANAGEMENT AND GENERAL EXPENSES 3,441,024. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,719,402. FOOD SERVICES: PROGRAM SERVICE EXPENSES 17,386. MANAGEMENT AND GENERAL EXPENSES 180,437. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 197,823. RECRUITMENT SERVICES: PROGRAM SERVICE EXPENSES 642,038. MANAGEMENT AND GENERAL EXPENSES 1,671,239. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,313,277. HUMAN RESOURCE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 592,835. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 592,835. MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 100,644. MANAGEMENT AND GENERAL EXPENSES 4,044,606. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,145,250. ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 493. MANAGEMENT AND GENERAL EXPENSES 2,231,443. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,231,936. FORM 990, PART XI, LINE 9: TRANSFER FROM HOLZER HOSPITAL FOUNDATION 44,475,229. TRANSFER FROM HMCJ 86,000. 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, LINE 16 THE ORGANIZATION DOES NOT HAVE IN PLACE A WRITTEN POLICY TO EVALUATE ITS PARTICIPATION IN JOINT VENTURES, HOWEVER IT MAKES SURE TO TAKE THE NECESSARY PRECAUTIONS TO SAFEGUARD ITS TAX-EXEMPT STATUS. IN ADDITION, LEGAL COUNSEL IS CONSULTED BEFORE CONSIDERING A NEW JOINT VENTURE. HOLZER DENTAL CLINIC JACKSON 100 JACKSON PIKE GALLIPOLIS OH 45631 275346256 HEALTHCARE OH 776922 1868410 HOLZER HEALTH SYSTEM HOLZER CLINIC LLC 90 JACKSON PIKE GALLIPOLIS OH 45631 310917085 PHYSICIAN PRACTICES OH 126468611 39162339 HOLZER HEALTH SYSTEM HOLZER HERITAGE FOUNDATION 100 JACKSON PIKE GALLIPOLIS OH 45631 310927482 CONTINUING ADVANCEMENT OF HEALTH AND MEDICAL CARE OH 501(C)(3) LINE 10 HOLZER HEALTH SYSTEM 1 HOLZER MEDICAL CENTER - JACKSON 100 JACKSON PIKE GALLIPOLIS OH 45631 311724085 HEALTH CARE OH 501(C)(3) LINE 3 HOLZER HEALTH SYSTEM 1 HOLZER SENIOR CARE CENTER 380 COLONIAL DRIVE BIDWELL OH 45614 311534051 SKILLED NURSING FACILITY OH 501(C)(3) LINE 10 HOLZER HEALTH SYSTEM 1 HOLZER HOSPITAL FOUNDATION 100 JACKSON PIKE GALLIPOLIS OH 45631 314379491 HEALTH CARE OH 501(C)(3) LINE 3 HOLZER HEALTH SYSTEM 1 HOLZER VANGUARD INC 100 JACKSON PIKE GALLIPOLIS OH 45631 311192567 STOCK HOLDING COMPANY OH HOLZER HEALTH SYSTEM C 3652412 8479538 1.00000 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 1 HOLZER HOSPITAL FOUNDATION L 44924683 ACCRUAL TRANSACTION HOLZER MEDICAL CENTER- JACKSON L 86000 ACCRUAL TRANSACTION HOLZER HOSPITAL FOUNDATION J 108176 ACCRUAL TRANSACTION HOLZER HOSPITAL FOUNDATION K 542397 ACCRUAL TRANSACTION