WESTERN RESERVE HEALTH EDUCATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WESTERN RESERVE HEALTH EDUCATION INC (EIN 45-2409508)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349309786
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:37:25-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452409508 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN RESERVE HEALTH EDUCATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3308843573 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GYPSY LANE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY HOWE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3308843573 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 11:17:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AAFE5242E44AA74A98A743050A15125E154A43A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMBERLY HOWE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GYPSY LANE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,559,188 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TRUMBULLREGIONAL.ORG/ABOUT/RESIDENCIES | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | WESTERN RESERVE HEALTH EDUCATION ("WRHE") IS A NOT-FOR-PROFIT 501(C)(3) ORGANIZATION WHOSE MISSION IS TO PROVIDE LIFELONG LEARNING OPPORTUNITIES FOR PHYSICIANS AND HEALTH CARE PROFESSIONALS IN ALL AREAS OF CLINICAL CARE AND RESEARCH BY PROVIDING DIVERSE EDUCATIONAL ACTIVITIES THAT AIM TO INCREASE KNOWLEDGE, ATTITUDE, AND SKILLS; ENHANCE PRACTICE PERFORMANCE, AND; IMPROVE THE HEALTH STATUS OF OUR PATIENTS AND COMMUNITIES WE SERVE. WRHE HAS FIVE DEPARTMENTS AIMED AT FULFILLING THIS MISSION: GRADUATE MEDICAL EDUCATION, UNDERGRADUATE MEDICAL EDUCATION, CONTINUING MEDICAL EDUCATION, HEALTH SCIENCE LIBRARY AND RESEARCH. WRHE PROVIDES QUALITY MEDICAL CARE TO THE CITIZENS OF OHIO AT REDUCED RATES OR NO COST TO THOSE CITIZENS WHO LACK APPROPRIATE HEALTH CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 124 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,304,336 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,328,705 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $896,849 | CYInvestmentIncomeAmt |
| PY Other Revenue | $824,379 | PYOtherRevenueAmt |
| CY Other Revenue | $333,634 | CYOtherRevenueAmt |
| PY Total Revenue | $7,128,715 | PYTotalRevenueAmt |
| CY Total Revenue | $7,559,188 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,617,192 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,032,499 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,511,523 | PYOtherExpensesAmt |
| CY Other Expenses | $1,526,689 | CYOtherExpensesAmt |
| PY Total Expenses | $7,128,715 | PYTotalExpensesAmt |
| CY Total Expenses | $7,559,188 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $0 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $0 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $327,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,234,368 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $327,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,234,368 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTERN RESERVE HEALTH EDUCATION ("WRHE") IS A NOT-FOR-PROFIT 501(C)(3) ORGANIZATION WHOSE MISSION IS TO PROVIDE LIFELONG LEARNING OPPORTUNITIES FOR PHYSICIANS AND HEALTH CARE PROFESSIONALS IN ALL AREAS OF CLINICAL CARE AND RESEARCH BY PROVIDING DIVERSE EDUCATIONAL ACTIVITIES THAT AIM TO INCREASE KNOWLEDGE, ATTITUDE, AND SKILLS; ENHANCE PRACTICE PERFORMANCE, AND; IMPROVE THE HEALTH STATUS OF OUR PATIENTS AND COMMUNITIES WE SERVE. WRHE HAS FIVE DEPARTMENTS AIMED AT FULFILLING THIS MISSION: GRADUATE MEDICAL EDUCATION, UNDERGRADUATE MEDICAL EDUCATION, CONTINUING MEDICAL EDUCATION, HEALTH SCIENCE LIBRARY AND RESEARCH. WRHE PROVIDES QUALITY MEDICAL CARE TO THE CITIZENS OF OHIO AT REDUCED RATES OR NO COST TO THOSE CITIZENS WHO LACK APPROPRIATE HEALTH CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,904,494 | ExpenseAmt |
| Revenue | $6,662,339 | RevenueAmt |
| Desc | IN 2018, WESTERN RESERVE HEALTH EDUCATION (WRHE) EDUCATED 115 NEWLY GRADUATED PHYSICIANS IN OUR GRADUATE MEDICAL EDUCATION PROGRAM IN FIVE MEDICAL SPECIALTIES. OF THOSE 115 PHYSICIANS, 21 GRADUATED AND BECAME BOARD CERTIFIED IN THEIR RESPECTIVE SPECIALTY. TEN PERCENT (10%) OF OUR GRADUATES ARE NOW PRACTICING MEDICINE IN THE GREATER COMMUNITY IN WHICH WE SERVE, MEETING THEIR MEDICAL NEEDS. THIRTY-EIGHT PERCENT (38%) OF OUR GRADUATES CONTINUED THEIR EDUCATION IN HIGHLY COMPETITIVE FELLOWSHIP PROGRAMS IN ORDER TO SUB-SPECIALIZE WITHIN THEIR SPECIALTY. IN 2018, OUR RESIDENT PHYSICIANS CONDUCTED MULTIPLE RESEARCH STUDIES OF WHICH 26 OF THOSE RESEARCH STUDIES WERE ACCEPTED FOR PRESENTATION AT INTERNATIONAL, NATIONAL AND/OR REGIONAL VENUES. DURING THE 2018 YEAR, WRHE ALSO EDUCATED 260 MEDICAL STUDENTS FROM OUR AFFILIATED MEDICAL SCHOOLS. ALSO IN 2018, WRHE CONDUCTED 126 CONTINUING MEDICAL EDUCATION (CME) EVENTS FOR PRACTICING PHYSICIANS IN OUR COMMUNITY. ONE THOUSAND SEVEN HUNDRED AND FIFTY-SIX (1,756) PHYSICIANS ATTENDED THE 126 CME EDUCATION EVENTS. | Desc |
| Total Program Service Expenses | $6,904,494 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 124 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN RESERVE HEALTH EDUCATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3308843573 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 GYPSY LANE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44501 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LAWRENCE GOLDSTEIN MD | ||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DIANE DEVITO | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HEATHER CHUNN | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE ALTMAN PH D | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD BIERMAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ABDUL GHANI MD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH HUGAR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS HUMPHRIES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DIANNE BITONTE MILADORE MD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH MOSCA PH D | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GABRIEL PALMER-FERNANDEZ PH D | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA BENNETT DHA MHA RN | ||||||
| DIRECTOR (UNTIL APRIL 2018) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA GRASS | ||||||
| DIRECTOR (UNTIL SEPT. 2018) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY HOWE PH D | ||||||
| PRESIDENT | 40.00 | Yes (X) | $96,262 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $96,262 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR PETER DEVITO | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7600 SOUTHERN BLVD 2 | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TEACHING SERVICES | ServicesDesc |
| Compensation | $124,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL SERVICES | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $6,328,705 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,328,705 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,328,705 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $896,849 | TotalRevenueColumnAmt |
| Exclusion | $896,849 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM/TEACHING | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $333,634 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $333,634 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $333,634 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,559,188 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,662,339 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $896,849 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,476,512 | TotalAmt |
| Program Services | $4,073,736 | ProgramServicesAmt |
| Management And General | $402,776 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,766 | TotalAmt |
| Program Services | $22,766 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,218,921 | TotalAmt |
| Program Services | $1,218,921 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,300 | TotalAmt |
| Program Services | $314,300 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,872 | TotalAmt |
| Program Services | $57,816 | ProgramServicesAmt |
| Management And General | $14,056 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004,882 | TotalAmt |
| Program Services | $904,062 | ProgramServicesAmt |
| Management And General | $100,820 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,606 | TotalAmt |
| Program Services | $3,479 | ProgramServicesAmt |
| Management And General | $3,127 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,264 | TotalAmt |
| Program Services | $100 | ProgramServicesAmt |
| Management And General | $120,164 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,289 | TotalAmt |
| Program Services | $61,289 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,115 | TotalAmt |
| Management And General | $1,115 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TRAINING & EDUCATION | $115,883 | $115,550 | $333 |
| BOOKS & SUBSCRIPTIONS | $77,407 | $77,407 | |
| MEMBERSHIPS & DUES | $40,582 | $40,582 | |
| MEALS & ENTERTAINMENT | $20,465 | $8,406 | $12,059 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,324 | TotalAmt |
| Program Services | $6,080 | ProgramServicesAmt |
| Management And General | $244 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,559,188 | TotalAmt |
| Program Services | $6,904,494 | ProgramServicesAmt |
| Management And General | $654,694 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $751,761 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,461 | BOYAmt |
| EOY | $7,428,061 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $54,546 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,506 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,967 | BOYAmt |
| EOY | $8,234,368 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,967 | BOYAmt |
| EOY | $8,234,368 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,967 | BOYAmt |
| EOY | $8,234,368 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,967 | BOYAmt |
| EOY | $8,234,368 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $0 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,285,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,304,331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,328,705 | CurrentTaxYearAmt |
| Total | $18,918,393 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,285,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,304,331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,328,705 | CurrentTaxYearAmt |
| Total | $18,918,393 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $18,918,393 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $896,849 | CurrentTaxYearAmt |
| Total | $896,849 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $896,849 | CurrentTaxYearAmt |
| Total | $896,849 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $151,934 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $824,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $333,634 | CurrentTaxYearAmt |
| Total | $1,309,947 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $6,437,291 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,128,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,559,188 | CurrentTaxYearAmt |
| Total | $21,125,189 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| First5 Years509 | Yes (X) | First5Years509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER OPERATING REVENUE - 2016 AMOUNT: $ 151,934. 2017 AMOUNT: $ 824,379. 2018 AMOUNT: $ 333,634. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 1A: | FORMS 1099 WERE ISSUED ON BEHALF OF WESTERN RESERVE HEALTH EDUCATION, INC. BY STEWARD TRUMBULL MEMORIAL HOSPITAL, INC. [AKA TRUMBULL REGIONAL MEDICAL CENTER] (EIN: 81-5457243) PURSUANT TO A SERVICES AGREEMENT BETWEEN THE ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CORPORATION SHALL BE A MEMBERSHIP CORPORATION AND SHALL HAVE NO AUTHORITY TO ISSUE CAPITAL STOCK. THE MEMBERS OF THE CORPORATION SHALL BE DIRECTORS. THE INITIAL DIRECTORS SHALL BE APPOINTED BY COMMUNITY HEALTH INVESTMENT COMPANY, LLC, AND THE INITIAL DIRECTORS SHALL ACT AS THE MEMBERS, AND DIRECTORS OF THE CORPORATION UNTIL THE ELECTION OF THEIR SUCCESSORS AS PROVIDED IN THE BY-LAWS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PURPOSE OF THE ANNUAL MEETING SHALL BE TO ELECT THE BOARD OF DIRECTORS OF THE CORPORATION AND TO CONDUCT ANY OTHER BUSINESS LAWFULLY BROUGHT BEFORE THE MEETING. |
| FORM 990, PART VI, SECTION A, LINE 7B | A MAJORITY OF THE TOTAL NUMBER OF MEMBERS IN OFFICE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS AT ANY MEETING OF THE MEMBERS. EACH MEMBER SHALL BE ENTITLED TO THE ONE (1) VOTE UPON ANY MATTER PROPERLY SUBMITTED FOR A VOTE TO THE MEMBERS. ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN AT A MEETING BY MEMBERS MAY BE TAKEN WITHOUT A MEETING IF ALL MEMBERS CONSENT IN WRITING TO TAKING SUCH ACTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S MANAGMENT COMPILES INFORMATION FOR THE EXTERNAL TAX PROFESSIONALS TO PREPARE THE FORM 990. A COPY OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND PROVIDED TO THE FULL BOARD FOR APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS, BOARD COMMITTEE MEMBERS, KEY LEADERS, PHYSICIANS, RESIDENTS AND ADVANCED PRACTITIONERS MUST COMPLY WITH THE REQUIREMENTS OF THE CONFLICT OF INTEREST POLICY RELATED TO POTENTIAL CONFLICTS FOR THEMSELVES OR FAMILY MEMBERS, AS DEFINED IN THE POLICY, UNLESS DEEMED EXEMPT BY LEADERSHIP. ANNUAL SURVEYS ARE EXPECTED TO BE SUBMITTED WITHIN 30 DAYS OF RECEIPT. OFFICE OF CORPORATE & PRIVACY WILL TRACK RECEIPT OF THE COMPLETED DISCLOSURE SURVEYS AND PROVIDE REGULAR UPDATES TO LEADERSHIP TO RESOLVE ANY OUTSTANDING SURVEYS. COMPLETED SURVEYS WITH REPORTED DISCLOSURES SHALL BE INITIALLY SCREENED BY THE COMPLIANCE & PRIVACY OFFICER FOR ANY REAL OR PERCEIVED CONFLICTS WHICH MAY REQUIRE A CONFLICT OF INTEREST MANAGEMENT PLAN. SURVEYS WITH REAL OR PERCEIVED CONFLICT WHICH MAY REQUIRE MANAGEMENT WILL BE ESCALATED FOR FURTHER REVIEW BY THE CHIEF COMPLIANCE OFFICER, SENIOR LEADERSHIP, AND THE BOARD CHAIRMAN AS NECESSARY. THE REVIEW GROUP SHALL DEVELOP A CONFLICT OF INTEREST MANAGEMENT PLAN THAT ADDRESSES THE SPECIFIC ISSUE OF CONCERN FOR THE INVOLVED INDIVIDUAL AS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | WHRE DID NOT COMPENSATE ANY OTHER OFFICERS IN 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART VI, SECTION B, LINE 13: | IN 2018, WHRE HAD A FORMAL WRITTEN WHISTLEBLOWER POLICY IN PLACE. GRADUATE MEDICAL EDUCATION PROGRAM ACCREDITATION STANDARDS IMPLEMENTED BY WHRE INCLUDE SOME WHISTLEBLOWER PROTECTIONS. WHRE HAD THE POLICY ADOPTED AND VOTED ON BY THE BOARD ON MAY 19, 2019. |
| FORM 990, PART VI, SECTION B, LINE 14: | IN 2018, WHRE HAD A FORMAL WRITTEN DOCUMENT RETENTION POLICY IN PLACE. GRADUATE MEDICAL EDUCATION PROGRAM ACCREDITATION STANDARDS IMPLEMENTED BY WHRE INCLUDE SOME DOCUMENT RETENTION REQUIREMENTS. WHRE HAD THE POLICY ADOPTED AND VOTED ON BY THE BOARD ON MAY 19, 2019. |
| FORM 990, PART IX, LINE 11G | PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 903,621. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 903,621. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 441. MANAGEMENT AND GENERAL EXPENSES 100,820. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 101,261. |