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ROBINSON MEMORIAL HOSPITAL FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBINSON MEMORIAL HOSPITAL FOUNDATION (EIN 34-1510544)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202143169349310174
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T15:03:51-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 MONUMENT CIRCLE SUITE 4200AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462045108ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341510544EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBINSON MEMORIAL HOSPITAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBIBusinessNameControlTxt
Phone3302972331PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16847 N CHESTNUT STREET PO BOX 1204AddressLine1Txt
CityRAVENNACityNm
State AbbreviationOHStateAbbreviationCd
ZIP44266ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL A SZUBSKIPersonNm
Person TitleCFO, UHHSPersonTitleTxt
Phone3302972331PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastSZUBSKIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHAWNA M JANSONSPreparerPersonNm
PTINP01222873PTIN
Phone3174648600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1PORTAGE MEDICAL CENTER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJOHN R GUSZ MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16847 N CHESTNUT STREET PO BOX 1204AddressLine1Txt
CityRAVENNACityNm
State AbbreviationOHStateAbbreviationCd
ZIP44266ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,211,199GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ROBINSONMEMORIAL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionSUPPORT AND ASSIST THE MISSION OF UNIVERSITY HOSPITALS PORTAGE MEDICAL CENTER.ActivityOrMissionDesc
Voting Members Governing Body28VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers28TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$931,084PYContributionsGrantsAmt
CY Contributions Grants$370,746CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$116,934PYInvestmentIncomeAmt
CY Investment Income$840,453CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,048,018PYTotalRevenueAmt
CY Total Revenue$1,211,199CYTotalRevenueAmt
PY Grants And Similar Paid$121,638PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,158,607CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$143,965PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$143,517CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$18,534PYOtherExpensesAmt
CY Other Expenses$8,657CYOtherExpensesAmt
PY Total Expenses$284,137PYTotalExpensesAmt
CY Total Expenses$1,310,781CYTotalExpensesAmt
PY Revenues Less Expenses$763,881PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$99,582CYRevenuesLessExpensesAmt
Total Assets BOY$7,341,653TotalAssetsBOYAmt
Total Assets EOY$6,513,978TotalAssetsEOYAmt
Total Liabilities BOY$1,450,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,166,486TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,891,653NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,347,492NetAssetsOrFundBalancesEOYAmt
MissionSUPPORT AND ASSIST UNIVERSITY HOSPITALS PORTAGE MEDICAL CENTER IN ITS EFFORTS TO SERVE THE NEEDS OF PORTAGE COUNTY RESIDENTS AND ITS SURROUNDING COMMUNITIES BY PROVIDING FUNDING FOR ENHANCED OR ADDITIONAL PROGRAMS THAT OTHERWISE MIGHT NOT BE AVAILABLE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,285,151ExpenseAmt
Grant$1,142,107GrantAmt
DescTHE FOUNDATION GRANTS ASSISTANCE TO UNIVERSITY HOSPITALS PORTAGE MEDICAL CENTER TO FURTHER ENHANCE THE MEDICAL CENTER'S MISSION AND COMMUNITY BENEFIT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$16,500ExpenseAmt
Grant$16,500GrantAmt
DescTHE FOUNDATION GRANTS SCHOLARSHIPS TO INDIVIDUALS OF THE COMMUNITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,301,651TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members28GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MELANIE GAVINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2168441000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13605 WARRENSVILLE CENTER ROADAddressLine1Txt
CitySHAKER HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
AMBUSKE GAIL C PHD
DIRECTOR1.000.00Yes (X)$0$0$0
BENOIT WILLIAM
DIRECTOR1.000.00Yes (X)$0$0$0
BOND BRADLEY C
DIRECTOR1.000.00Yes (X)$0$0$0
BOYKIN ROXIA B RN
DIRECTOR/SECRETARY/TREASURER1.000.00Yes (X)$0$0$0Yes (X)
BROWN ALFREDA EDD
DIRECTOR1.000.00Yes (X)$0$0$0
BURBICK ROBERT L
DIRECTOR1.000.00Yes (X)$0$0$0
CAN ERROL
DIRECTOR1.000.00Yes (X)$0$0$0
COE RICHARD J
DIRECTOR/PRESIDENT1.000.00Yes (X)$0$0$0Yes (X)
CONLEY KAREN
DIRECTOR1.000.00Yes (X)$0$0$0
DIX DAVID
DIRECTOR1.000.00Yes (X)$0$0$0
ENLOW LOIS
DIRECTOR1.000.00Yes (X)$0$0$0
FERNER GREGORY E MD
DIRECTOR1.000.00Yes (X)$0$0$0
FLEMING JAMES
DIRECTOR1.000.00Yes (X)$0$0$0
FOWLER JEFFREY R
DIRECTOR1.000.00Yes (X)$0$0$0
GIULITTO JUDGE JOSEPH
DIRECTOR1.000.00Yes (X)$0$0$0
GUSZ JOHN R MD
DIRECTOR1.000.00Yes (X)$0$0$0
HAYES JUDGE JERRY L
DIRECTOR1.000.00Yes (X)$0$0$0
JOY DAVID
DIRECTOR1.000.00Yes (X)$0$0$0
MADONIO CHARLES
DIRECTOR1.000.00Yes (X)$0$0$0
MANN NEIL JR
DIRECTOR1.000.00Yes (X)$0$0$0
MEYERS JEFFREY G
DIRECTOR1.000.00Yes (X)$0$0$0
OLEFIR BRANDY R RN
DIRECTOR1.000.00Yes (X)$0$0$0
RIEMENSCHNEIDER DANIEL R
DIRECTOR, VP FINANCE1.000.00Yes (X)$0$0$0Yes (X)
RYAN JOHN
DIRECTOR1.000.00Yes (X)$0$0$0
SORRICK ROXANNE
DIRECTOR1.000.00Yes (X)$0$0$0
VARLOTTA LORI E PHD
DIRECTOR1.000.00Yes (X)$0$0$0
WELLING NORMA
DIRECTOR1.000.00Yes (X)$0$0$0
WHITE EDDYE RENEE
DIRECTOR1.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$370,746RelatedOrganizationsAmt
Noncash Contributions$3,673NoncashContributionsAmt
Total Contributions$370,746TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,797TotalRevenueColumnAmt
Exclusion$76,797ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$763,656SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$763,656SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$763,656TotalRevenueColumnAmt
Exclusion$763,656ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,211,199TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$840,453ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,142,107TotalAmt
Program Services$1,142,107ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$16,500TotalAmt
Program Services$16,500ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$135,037TotalAmt
Program Services$126,935ProgramServicesAmt
Management And General$8,102ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total-$2,077TotalAmt
Program Services-$1,952ProgramServicesAmt
Management And General-$125ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,557TotalAmt
Program Services$9,924ProgramServicesAmt
Management And General$633ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$787TotalAmt
Program Services$739ProgramServicesAmt
Management And General$48ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,280TotalAmt
Program Services$1,203ProgramServicesAmt
Management And General$77ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PURCHASED SERVICES$4,316$4,057$259
CATERING$1,307$1,229$78
PRINTING$515$484$31
DONOR RECOGNITION$372$350$22

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$80TotalAmt
Program Services$75ProgramServicesAmt
Management And General$5ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,310,781TotalAmt
Program Services$1,301,651ProgramServicesAmt
Management And General$9,130ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,193,222BOYAmt
EOY$1,210,166EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$37,864BOYAmt
EOY$153,793EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,321LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$8,321LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,110,067BOYAmt
EOY$5,149,519EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$500BOYAmt
EOY$500EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,341,653BOYAmt
EOY$6,513,978EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$216,486EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,450,000BOYAmt
EOY$950,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,450,000BOYAmt
EOY$1,166,486EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,373,596BOYAmt
EOY$998,225EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,518,057BOYAmt
EOY$4,349,267EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,891,653BOYAmt
EOY$5,347,492EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,341,653BOYAmt
EOY$6,513,978EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$99,582ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$444,579NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY HOSPITALS PORTAGE MEDICAL CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN451382538EIN
Organization Type3OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,142,107SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,142,107SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,518,057BeginningYearBalanceAmt
Contributions$361,117ContributionsAmt
Investment Earnings Or Losses$310,618InvestmentEarningsOrLossesAmt
Other Expenditures$840,525OtherExpendituresAmt
End Year Balance$4,349,267EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,734,106BeginningYearBalanceAmt
Contributions$905,430ContributionsAmt
Investment Earnings Or Losses$587,187InvestmentEarningsOrLossesAmt
Other Expenditures$708,666OtherExpendituresAmt
End Year Balance$4,518,057EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,254,529BeginningYearBalanceAmt
Contributions$1,165,981ContributionsAmt
Investment Earnings Or Losses-$177,049InvestmentEarningsOrLossesAmt
Other Expenditures$1,509,355OtherExpendituresAmt
End Year Balance$3,734,106EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,413,865BeginningYearBalanceAmt
Contributions$1,134,266ContributionsAmt
Investment Earnings Or Losses$385,993InvestmentEarningsOrLossesAmt
Other Expenditures$679,595OtherExpendituresAmt
End Year Balance$4,254,529EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,249,144BeginningYearBalanceAmt
Contributions$71,521ContributionsAmt
Investment Earnings Or Losses$122,149InvestmentEarningsOrLossesAmt
Other Expenditures$28,949OtherExpendituresAmt
End Year Balance$3,413,865EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.15250PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.84750TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,321OtherCostOrOtherBasisAmt
Depreciation$8,321DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLONG TERM PLEDGES PAYABLEDesc
Amt$950,000Amt
FieldValueIRS element (for citing)
Total Liability$950,000TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE ENDOWMENT FUNDS SUPPORT INDIGENT PROGRAMS, SUCH AS HOME CARE, HOSPICE AND SCHOLARSHIP PROGRAMS FOCUSED ON ENHANCING CAREERS IN HEALTH CARE AND CONTINUING EDUCATION PROGRAMS FOR THE MEDICAL CENTER.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY HOSPITAL PORTAGE MEDICAL CENTERBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13605 WARRENSVILLE CENTER ROADAddressLine1Txt
CitySHAKER HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Recipient EIN461382538RecipientEIN
IRC Section501 (C)(3)IRCSectionDesc
Cash Grant$1,142,107CashGrantAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient15RecipientCnt
Cash Grant$16,500CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationROBINSON MEMORIAL HOSPITAL FOUNDATION HAS A PROCESS WHERE WE RECEIVE AND REVIEW REQUESTS FOR FUNDING, WHICH INCLUDES OUR SENIOR LEADERS. IN THAT REVIEW PROCESS WE CHECK TO BE SURE THE ORGANIZATION IS MISSION ALIGNED TO ROBINSON MEMORIAL HOSPITAL FOUNDATION AND REVIEW HISTORICAL GIVING. MUCH OF OUR SUPPORT IS REVIEWED BOTH INTERNALLY AND WITH THE EXTERNAL GROUP ON AN ANNUAL BASIS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE FOUNDATION IS ORGANIZED AS A SUBSIDIARY OF ROBINSON HEALTH SYSTEM, INC. (SOLE MEMBER).
FORM 990, PART VI, SECTION A, LINE 7AROBINSON HEALTH SYSTEM, INC. (SOLE MEMBER) ELECTS THE BOARD OF DIRECTORS, INCLUDING THE DESIGNATION OF THE DIRECTORS TO BE THE CHAIRPERSON AND VICE CHAIRPERSON OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 7BCERTAIN GOVERNING RESPONSIBILITIES ARE RESERVED AT THE MEMBER LEVEL (ROBINSON HEALTH SYSTEM, INC.). EXAMPLES INCLUDE APPROVING MATTERS RELATING TO FINANCES AND FINANCING, INVESTMENTS, LEGAL MATTERS, MATERIAL ASSET SALES AND TRANSFERS, AND STRATEGIC PLANNING.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT THIRD-PARTY PUBLIC ACCOUNTING FIRM. MANAGEMENT REVIEWS THE 990 BEFORE THE COMPLETE COPY IS MADE AVAILABLE TO THE FOUNDATION BOARD BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE SYSTEM HAS ADOPTED SIX CONFLICT OF INTEREST POLICIES THAT SET FORTH GUIDELINES RELATED TO TRANSACTIONS WITH DISQUALIFIED PERSONS (AS DEFINED IN APPLICABLE FEDERAL REGULATION). THESE POLICIES APPLY TO ALL EMPLOYEES, EMPLOYED PHYSICIANS AND OTHER LICENSED PRACTITIONERS (EXCLUDING PHYSICIAN TRAINEES), DIRECTORS, OFFICERS, AND RELATED PARTIES TO UH AND ITS WHOLLY-OWNED SUBSIDIARIES. UH REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICIES. DESIGNATED INDIVIDUALS, (E.G., UH MANAGEMENT, DIRECTORS, EMPLOYED PHYSICIANS, AND ADVANCED PRACTICE PROFESSIONALS), ARE REQUIRED TO COMPLETE AN ANNUAL DISCLOSURE AND PROVIDE INFORMATION REGARDING ANY INTERESTS THAT MAY BE POTENTIAL CONFLICTS PURSUANT TO THE CONFLICT OF INTEREST POLICIES. THEY ARE REQUIRED TO PROVIDE ANY CHANGES OR NEW DISCLOSURES SHOULD THEY OCCUR. ALL DISCLOSURES AND SUBSEQUENT UPDATES TO DISCLOSURES ARE REVIEWED BY THE UH COMPLIANCE AND ETHICS DEPARTMENT. BOARD-LEVEL AND KEY PERSONNEL CONFLICTS ARE REVIEWED AND APPROVED, IF APPROPRIATE, BY THE AUDIT AND COMPLIANCE COMMITTEE OF THE UH BOARD AND/OR THE UH BOARD. IF A CONFLICT EXISTS WITH A DIRECTOR, CERTAIN RESTRICTIONS MAY BE IMPOSED, SUCH AS EXCUSING THE DIRECTOR FROM THE ROOM DURING DISCUSSION AND/OR VOTING WITH REGARD TO A PROPOSED TRANSACTION. EDUCATION REGARDING CONFLICTS OF INTEREST IS INCLUDED IN THE ANNUAL COMPLIANCE TRAINING THAT INCLUDES ALL DIRECTORS, EMPLOYEES, PHYSICIANS AND LICENSED PRACTITIONERS.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY FOR ROBINSON MEMORIAL HOSPITAL FOUNDATION ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ROBINSON HEALTH SYSTEM INC (DBA UH PORTAGE MEDICAL CENTER)BusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13605 WARRENSVILLE CENTER ROAD-MSC 9AddressLine1Txt
CitySHAKER HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
EIN461382538EIN
Primary ActivitiesHEALTHCAREPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 3PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UNIVERSITY HOSPITALS HEALTH SYSTEM INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd