2022-05-05T11:25:12-05:00 2021-06-30 BKD LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990 2020-07-01 310536649 CONVALESCENT HOSPITAL FUND FOR CHILDREN % CAROLYN KARAGEORGES CONV 5138031106 3333 BURNET AVENUE CINCINNATI OH 452293039 SCOTT HAMLIN TREASURER 5138031106 2022-05-15 true SCOTT HAMLIN 999009999 Aaron Hershberger P00961884 5136218300 2 2020 2022-09-23 18:48:47Z X PHILLIP C LONG 3333 BURNET AVENUE CINCINNATI OH 452293039 117135818 false X N/A X 1833 OH SEE SCHEDULE O 16 16 0 0 0 4804 4401 0 0 18641073 31302026 0 0 18645877 31306427 3866697 6280465 0 0 0 0 0 0 0 161681 250953 4028378 6531418 14617499 24775009 157077184 204216290 471502 95782 156605682 204120508 X THE PURPOSE OF CONVALESCENT HOSPITAL FUND FOR CHILDREN IS TO PROVIDE FINANCIAL SUPPORT AND OTHERWISE OPERATE FOR THE BENEFIT AND SUPPORT OF CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER, WHOSE VISION IS TO BE THE LEADER IN IMPROVING CHILD HEALTH. CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER'S MISSION IS TO IMPROVE CHILD HEALTH AND TRANSFORM DELIVERY OF CARE THROUGH FULLY INTEGRATED, GLOBALLY RECOGNIZED RESEARCH, EDUCATION AND INNOVATION. FOR PATIENTS FROM THE COMMUNITY, THE NATION AND THE WORLD, THE CARE PROVIDED WILL ACHIEVE THE BEST MEDICAL AND QUALITY OF LIFE OUTCOMES, PATIENT AND FAMILY EXPERIENCE AND VALUE, TODAY AND IN THE FUTURE. false false 6280465 6280465 SEE SCHEDULE O 6280465 true false false false false false false false false true false false false false true true true false false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 16 16 true false false false false false false true true false false true true true true false false false false false X CAROLYN KARAGEORGES 5136361611 3333 BURNET AVENUE CINCINNATI OH 452293039 Michael L Bauer TREASURER 2.0 50.0 X 0 295068 35918 Robert D H Anning Trustee 1.0 2.0 X 0 0 0 Robert H Anning II Trustee 1.0 0.0 X 0 0 0 C Francis Barrett Trustee 1.0 0.0 X 0 0 0 Lee A Carter Trustee 1.0 0.0 X 0 0 0 David Croall Secretary 1.0 0.0 X X 0 0 0 Nancy Eigel-Miller TRUSTEE 1.0 0.0 X 0 0 0 Nick Farrell TRUSTEE 1.0 0.0 X 0 0 0 Vallie Geier Trustee 1.0 0.0 X 0 0 0 Scott Hamlin Trustee 1.0 0.0 X 0 0 0 Marie Huenefeld Vice-President 1.0 0.0 X X 0 0 0 Marian Leibold Trustee 1.0 0.0 X 0 0 0 Phillip C Long PRESIDENT 1.0 0.0 X X 0 0 0 Marianne Miller Trustee 1.0 0.0 X 0 0 0 Susan Shelton CHAIR 1.0 1.0 X X 0 0 0 Mark Stepaniak Trustee 1.0 0.0 X 0 0 0 Thomas Williams Trustee 1.0 0.0 X 0 0 0 0 295068 35918 0 false true false EAGLE ASSET MANAGEMENT INC 880 CARILLON PARKWAY ST PETERSBURG FL 33716 Investment Mgmt Fees 130716 1 4401 4401 0 4108132 4108132 0 0 0 0 0 113023285 85829391 27193894 27193894 27193894 0 0 0 0 0 0 0 0 0 0 31306427 31302026 6280465 6280465 0 0 0 0 0 0 0 0 0 0 12944 12944 0 0 0 238009 238009 0 0 0 0 0 0 0 0 0 0 0 0 0 6531418 6280465 250953 0 0 0 547480 554391 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 153542075 199964550 0 0 0 0 0 0 2987629 3697349 157077184 204216290 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 471502 95782 471502 95782 X 146580886 191118699 10024796 13001809 156605682 204120508 157077184 204216290 24775009 22739817 X false true X true false X X 1 CHILDREN'S HOSPITAL MEDICAL CENTER 310833936 3 false 6280465 0 1 6280465 0 true false false false false false false false false false false false false false false true true true 0 0 4108995 4108995 0 153682 0 3955313 155960810 5328887 0 161289697 0 0 161289697 2419345 158870352 5560462 0 5560462 3955313 3362016 5560462 5560462 0 5560462 6280465 0 0 0 0 0 6280465 6280465 5560462 112.9486 5560462 0 0 0 0 0 1225627 1225627 0 1225627 0 0 6280465 0 4334835 1945630 0 0 1945630 0 0 0 0 0 SCHEDULE A, Part IV, Section A, Line 1 HOW SUPPORTED ORGANIZATIONS ARE DESIGNATED The purpose of the Convalescent Hospital fund for Children (the Corporation), as determined by its Board of Trustees, is to provide financial support to Children's Hospital Medical Center (Cincinnati Children's). The Corporation provides programmatic support to programs like brain injury and mental health programs at Cincinnati Children's. Such financial support is provided primarily from expendable income received from the investment of the permanently restricted endowment net assets and unrestricted net assets of the Corporation. It is the policy of the Corporation to invest gifts and bequests received and to reinvest net assets obtained from sales of investments to increase net assets and enhance future expendable income. SCHEDULE A, Part IV, Section D, Line 3 RESPONSIVE TO NEEDS OF SUPPORTED ORGANIZATION The Corporation provides financial support to Cincinnati Children's. The relationship between the two organizations is such that Cincinnati Children's is attentive to the Corporation. A portion of the corporation's governing body overlaps with its supported organization. 10024796 2977013 13001809 9935140 89656 10024796 9454900 480190 9935090 8394944 1059956 9454900 7813135 581859 8394994 1.00000 true false 0 CCH PAYABLE 95782 95782 X 54046244 22739817 22739817 31306427 31306427 6531418 6531418 6531418 SCHEDULE D, Part V, Line 4 INTENDED USES OF ENDOWMENT FUNDS Convalescent Hospital Fund for Children's ("CHFC") permanently restricted endowment funds are restricted by donors to be maintained by CHFC in perpetuity. These funds are invested and utilized to generate expendable income that CHFC may use to provide financial support to Cincinnati Children's Hospital Medical Center which participates in the treatment of, or research into, diseases or disorders affecting children. SCHEDULE D, Part X, Line 2 FIN 48 (ASC 740) FOOTNOTE The Corporation has received a determination from the Internal Revenue Service that it is recognized as exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Corporation follows Accounting Standards Codification TOPIC 740 "Income Taxes" (ASC740) related to the accounting for income taxes. Fiscal years 2018 through 2021 are subject to examination by both the federal and state tax jurisdictions. true Children's Hospital Medical Center 3333 Burnet Ave Cincinnati OH 45229 310833936 501(c)(3) 6280465 Program Support 1 SCHEDULE I, Part I, Line 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS Cincinnati Children's senior management submits a proposal for funding to the CHFC Board of Trustees. The CHFC Board reviews the proposal and then makes a determination as to what research, patient care, capital and fundraising projects will be supported with CHFC funding. Upon CHFC Board approval, funds are distributed to Cincinnati Children's. Cincinnati Children's senior management provides periodic updates to the CHFC Board of Trustees throughout the year indicating how donated funds are utilized in furtherance of Cincinnati Children's charitable purposes. false true false false false false false false false Michael L Bauer TREASURER 0 239064 0 35214 0 20790 0 0 0 35918 0 330986 Schedule J, PART II COMPENSATION INFORMATION EXPLANATION OF BENEFITS: ALL COMPENSATION AND BENEFITS REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II ARE PROVIDED BY CINCINNATI CHILDREN'S, A RELATED ENTITY TO CHFC. THE EMPLOYEE BENEFIT PLAN CONTRIBUTION AMOUNTS LISTED ON SCHEDULE J, PART II MAY INCLUDE ONE OR MORE OF THE FOLLOWING BENEFITS: 1. ELECTIVE EMPLOYEE DEFERRALS UNDER IRC SEC. 403(B) 2. DISCRETIONARY EMPLOYER CONTRIBUTIONS UNDER IRC SEC. 403(B) 3. ELECTIVE EMPLOYEE DEFERRALS UNDER IRC SEC. 457(B) 4. ELECTIVE EMPLOYEE DEFERRALS UNDER IRC SEC. 457(F) IN ADDITION TO THE RETIREMENT PLAN CONTRIBUTIONS DISCLOSED ON FORM 990, PART VII AND SCHEDULE J, PART II, THE FOLLOWING NON-TAXABLE EMPLOYEE WELFARE BENEFITS WERE MADE AVAILABLE TO THE EMPLOYED, COMPENSATED OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII AND SCHEDULE J, PART II: 1. HEALTH AND DENTAL INSURANCE BENEFITS 2. GROUP LIFE INSURANCE (PORTIONS OF WHICH ARE TAXED) 3. UNEMPLOYMENT BENEFITS 4. DISABILITY BENEFITS THE OFFICERS AND KEY EMPLOYEES LISTED ON FORM 990, PART VII AND SCHEDULE J, PART II ARE ALSO ELIGIBLE FOR OTHER EMPLOYEE BENEFITS OFFERED BY CINCINNATI CHILDREN'S. Form 990, Part I, LINE 1 ORGANIZATION'S MISSION To support, enable and promote programs at Cincinnati Children's that ensure the sufficiency of access, the highest quality of clinical care, and the tools and skills for the pursuit of productive, independent lifestyles for children impacted by chronic illness, brain injury, developmental challenges and mental health conditions. Form 990, Part III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS CONVALESCENT HOSPITAL FUND FOR CHILDREN ("CHFC") WAS FORMED FOR THE SOLE PURPOSE OF PROVIDING FINANCIAL SUPPORT TO CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER WHICH PARTICIPATES IN THE TREATMENT OF, OR RESEARCH INTO, DISEASES OR DISORDERS AFFECTING CHILDREN. DURING CHFC'S FISCAL YEAR OF JULY 1, 2020 THROUGH JUNE 30, 2021 (THE YEAR COVERED BY THIS RETURN), CHFC PROVIDED FINANCIAL SUPPORT AMOUNTING TO $6,280,465 TO CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER ("CCHMC"), AN OHIO NOT-FOR-PROFIT PEDIATRIC HOSPITAL LOCATED IN HAMILTON COUNTY, OHIO. ONGOING FINANCIAL SUPPORT IS PROVIDED FROM EXPENDABLE INCOME RECEIVED FROM INVESTMENTS OF RESTRICTED AND UNRESTRICTED FUNDS AND SPECIAL COMMITMENTS ARE FUNDED FROM PRINCIPAL BALANCES OF UNRESTRICTED FUNDS. IT IS THE POLICY OF CHFC TO INVEST SUCH ASSETS, THEREBY INCREASING FUND PRINCIPAL AND ENHANCING FUTURE EXPENDABLE INCOME. CCHMC UTILIZED THE FINANCIAL SUPPORT FROM CHFC TO SUPPORT THE OPERATING COSTS OF ITS PEDIATRIC REHABILITATION PROGRAM, ADOLESCENT PSYCHIATRIC SERVICES PROGRAM, DISABILITY SERVICES PROGRAM, PSYCHOLOGY ADHERENCE PROGRAM, SPECIAL NEEDS CHILDREN PROGRAM, AND TO SUPPORT THE GENERAL MENTAL AND BEHAVIORAL HEALTH AND LONG-TERM CARE OPERATIONS OF CCHMC. CHFC PROVIDED ADDITIONAL SUPPORT TO CCHMC FOR THE CONSTRUCTION OF A NEW FACILITY AT THE COLLEGE HILL CAMPUS. Form 990, Part VI, Section A, line 2 FAMILY AND BUSINESS RELATIONSHIPS C. Francis Barrett and Marian Leibold have a family relationship. Robert D.H. Anning and RObert H. Anning II have a family relationship. Lee Carter (Board Member - Mindpeace), Nancy Eigel-Miller (Board Member - Mindpeace) and Susan Shelton (Executive Director - Mindpeace) have a business relationship outside of CHFC. Form 990, Part VI, Section B, Line 11 Form 990 Review CONVALESCENT HOSPITAL FUND FOR CHILDREN ("CHFC") FORM 990 IS PREPARED AND REVIEWED BY EXTERNAL TAX CONSULTANTS. A DRAFT OF THE RETURN IS REVIEWED BY THE SENIOR MANAGEMENT FROM CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER ("CCHMC"), A RELATED ORGANIZATION, FOR COMPLETENESS AND ACCURACY. THE FORM 990 IS THEN MADE AVAILABLE TO ALL CHFC BOARD MEMBERS IN ADVANCE OF FILING. Form 990, Part VI, Section B, Line 12c Conflict of Interest Monitoring All of CHFC's board members receive an annual questionnaire requesting information regarding family and business relationships that could potentially result in a conflict of interest under CHFC's Conflict of Interest Policy. Once the questionnaires have been completed by all of CHFC's board members, the questionnaires are reviewed and if CHFC determines that a relationship exists that presents a conflict of interest, CHFC follows the provisions set forth in CHFC's Conflict of Interest Policy to resolve the conflict and determines the appropriate reporting to board committees and, if required, Form 990 disclosure. Form 990, Part VI, Section B, Line 13 Whistleblower Policy CHFC's board of trustees has not formally adopted a written whistleblower policy. However, CHFC is a related organization of Cincinnati Children's Medical Center ("CCHMC"). CCHMC has a written whistleblower policy and CHFC abides by the provisions of this policy. Form 990, Part VI, Section B, Line 14 Document Retention and Destruction Policy CHFC's board of trustees has not formally adopted a written document retention and destruction policy. However, CHFC is a related organization of Cincinnati Children's Hospital Medical Center ("CCHMC"). CCHMC has a written document retention and destruction policy and CHFC abides by the provisions of this policy. Form 990, Part VI, Section B, Line 15 Process for Determining Compensation CHFC does not have any employees. However, CHFC does have an officer that is employed by Cincinnati Children's Hospital Medical Center ("CCHMC"), a related organization. CCHMC has a compensation committee that annually reviews the recommendations of CCHMC management regarding employee performance evaluation and compensation adjustments for disqualified persons to ensure that CCHMC has complied with the provisions of the rebuttable presumption of reasonableness under IRC sec. 4958. Form 990, Part VI, Section C, Line 19 Documents CHFC's governing documents, Conflict of Interest Policy, and financial statements are maintained on file by CCHMC senior management and are available to the public upon request either in-person, by telephone, or by written request. Form 990, Part VII Compensation Michael L. Bauer is employed by Cincinnati Children's Hospital Medical Center ("CCHMC"), a related organization. Mr. Bauer devotes an average of 50 hours/week for his duties to CCHMC and affiliated entities. Children's Hospital Medical Center 3333 Burnet Ave Cincinnati OH 45229 310833936 Healthcare OH 501(c)(3) 3 TCH false false true false false false false false false false false false false true true false false false false Children's Hospital Medical Center B 6280465 Cash