2024-05-02T03:14:12-05:00 2023-06-30 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2022-07-01 261594868 UC HEALTH FOUNDATION UCHE 5135858229 3200 BURNET AVENUE CINCINNATI OH 45229 HUGH R HINDS JR SENIOR VP & CFO 5135858229 2024-04-30 1 HUGH HINDS JR 999009999 0 SHAWNA M JANSONS P01222873 3174648600 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HUGH R HINDS JR 3200 BURNET AVENUE CINCINNATI OH 45229 9960527 0 X WWW.UCHEALTH.COM/FOUNDATION X 2007 OH UC HEALTH FOUNDATION IS THE FUNDRAISING ENTITY OF THE UC HEALTHCARE SYSTEM. OUR MISSION IS TO SUPPORT GROUNDBREAKING WORK THAT TAKES PLACE ACROSS THE ACADEMIC HEALTH CENTER TO PROVIDE THE BEST IN PREVENTION, TREATMENT, EDUCATION AND RESEARCH TO BENEFIT YOUR LIFE AND THE LIVES OF OUR PATIENTS. 9 9 0 117 0 0 2391719 9734827 0 0 272344 125379 13434 13276 2677497 9873482 2019373 2985020 0 0 0 0 0 0 0 2693227 3467401 4712600 6452421 -2035103 3421061 14058060 17239707 10683385 10083167 3374675 7156540 X UC HEALTH FOUNDATION IS THE FUNDRAISING ENTITY OF THE UC HEALTHCARE SYSTEM. OUR MISSION IS TO SUPPORT GROUNDBREAKING WORK THAT TAKES PLACE ACROSS THE ACADEMIC HEALTH CENTER TO PROVIDE THE BEST IN PREVENTION, TREATMENT, EDUCATION AND RESEARCH TO BENEFIT YOUR LIFE AND THE LIVES OF OUR PATIENTS. 0 0 5758940 2985020 23605 ALL PROGRAM SERVICE EXPENSES ARE MADE TO OR FOR THE BENEFIT OF UC HEALTHCARE SYSTEM OR ITS RELATED ENTITIES, INCLUDING UC HEALTH, LLC; THE UNIVERSITY OF CINCINNATI MEDICAL CENTER, LLC; DANIEL DRAKE CENTER FOR POST-ACUTE CARE, LLC; WEST CHESTER HOSPITAL, LLC; AND UNIVERSITY OF CINCINNATI PHYSICIANS COMPANY, LLC. 5758940 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 KY X HUGH R HINDS JR 5135858720 3200 BURNET AVENUE CINCINNATI OH 45229 KATHRYN HOLLISTER CHAIRPERSON 1.00 5.00 X 0 0 0 CARRIE HAYDEN TRUSTEE 1.00 0.00 X 0 0 0 EBOW VROOM TRUSTEE 1.00 0.00 X 0 0 0 JOHN ALLBRITTIN TRUSTEE 1.00 0.00 X 0 0 0 PETER NIEHOFF TRUSTEE 1.00 0.00 X 0 0 0 SARA HYZDU TRUSTEE 1.00 0.00 X 0 0 0 SCOTT BRISTOW TRUSTEE 1.00 0.00 X 0 0 0 STEVE WANAMAKER TRUSTEE 1.00 0.00 X 0 0 0 TONIA ELROD TRUSTEE 1.00 0.00 X 0 0 0 HUGH R HINDS JR CFO/TREASURER/SECRETARY 2.00 58.00 X 0 1351949 28540 KATRINA ENGLISH INTERIM PRESIDENT (START 7/22) 5.00 55.00 X 0 736305 36270 ANYA SANCHEZ MD PRESIDENT (END 7/22) 15.00 45.00 X 0 231205 20313 JONATHAN AGREE VP OF DEVELOPMENT 20.00 0.00 X 166900 0 17420 JOLINDA MILLER SENIOR DIRECTOR OF DEVELOPMENT 40.00 0.00 X 113705 0 33047 CYNTHIA MOORE EXEC. DIR. OF CORP FDN RELATIONS 40.00 0.00 X 123379 0 15450 EMMA LAVERTY ASST. VP, UCH CLINICAL PROGRAMS 40.00 0.00 X 106746 0 17177 PETER LANDGREN PRESIDENT (END 8/21) 0.00 0.00 X 114619 0 9989 625349 2319459 178206 5 1 1 1 0 194234 9540593 9734827 54601 54601 70778 0 70778 70778 70778 76716 194234 87045 -10329 -10329 JV INCOME 900099 20274 20274 OTHER OPERATING INCOME 900099 3331 3331 23605 9873482 23605 0 115050 2985020 2985020 4883 3906 977 195484 156387 39097 ALLOCATED SAL. & BEN. 3267034 2613627 653407 6452421 5758940 693481 0 610247 218346 4654454 7269820 3954026 4433144 1910766 2273940 2928567 3044457 14058060 17239707 886859 401030 9796526 9682137 10683385 10083167 X -20310530 -23840486 23685205 30997026 3374675 7156540 14058060 17239707 3421061 362004 -1200 0 X 0 1 X 1 0 X 3359260 3590957 3881523 1891719 4484827 17208286 3359260 3590957 3881523 1891719 4484827 17208286 4652967 12555319 65143 52516 66479 45836 54601 284575 18375 14305 14305 15852 23607 86444 17579305 0.71420 0.77490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 18,375. 2019 AMOUNT: $ 14,305. 2020 AMOUNT: $ 14,305. 2021 AMOUNT: $ 15,852. 2022 AMOUNT: $ 23,607. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8124366 2115890 252583 10492839 9097718 0 -973352 8124366 6167898 2269900 659920 9097718 6543950 0 -376052 6167898 5757374 711958 74618 6543950 1.00000 1 0 0 INVESTMENT IN PARTNERSHIP FOR UC HEALTH NEUROSCIENCE EXCELLENCE, LLC 1373144 C INVESTMENT IN UCMC NMTC, LLC 900796 C 2273940 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 3044457 3044457 DUE TO RELATED ORGANIZATIONS 9682137 9682137 PART V, LINE 4: THE INTENDED USE FOR THE ORGANIZATION'S ENDOWMENT FUNDS IS TO ENHANCE THE HIGH-QUALITY SERVICES AND COMPASSIONATE CARE PROVIDED BY UC HEALTHCARE SYSTEM. SPRING GALA - INTERGALACTIC EVENT 86861 58250 28611 2506 28208 2795 5595 SLICE NIGHT 61391 50523 10868 3660 2686 3 122698 85461 37237 1981 7526 28897 3191 270950 194234 76716 4487 7526 60765 2795 11472 87045 -10329 1 UC HEALTHCARE SYSTEM 3200 BURNET AVENUE CINCINNATI OH 45229 273850988 501(C)(3) 2985020 0 GENERAL SUPPORT 1 0 PART I, LINE 2: GRANTS ARE ONLY PROVIDED TO RELATED ORGANIZATIONS. 0 1 0 0 0 0 0 0 0 HUGH R HINDS JR CFO/TREASURER/SECRETARY 0 654832 0 632045 0 65072 0 10148 0 18392 0 1380489 0 0 KATRINA ENGLISH INTERIM PRESIDENT (START 7/22) 0 520069 0 174483 0 41753 0 9150 0 27120 0 772575 0 0 ANYA SANCHEZ MD PRESIDENT (END 7/22) 0 170131 0 27715 0 33359 0 3794 0 16519 0 251518 0 0 JONATHAN AGREE VP OF DEVELOPMENT 154100 0 12800 0 0 0 13500 0 3920 0 184320 0 0 0 JOLINDA MILLER SENIOR DIRECTOR OF DEVELOPMENT 106205 0 7500 0 0 0 10471 0 22576 0 146752 0 0 0 CYNTHIA MOORE EXEC. DIR. OF CORP FDN RELATIONS 111879 0 11500 0 0 0 7805 0 7645 0 138829 0 0 0 PETER LANDGREN PRESIDENT (END 8/21) 107905 0 6714 0 0 0 5400 0 4589 0 124608 0 0 0 EMMA LAVERTY ASST. VP, UCH CLINICAL PROGRAMS 96746 0 10000 0 0 0 9612 0 7565 0 123923 0 0 0 PART I, LINE 3: THE TOTAL COMPENSATION FOR PETER LANDGREN, THE ORGANIZATION'S PRESIDENT UNTIL 8/21, WAS DETERMINED BY UC FOUNDATION, AN UNRELATED ORGANIZATION. UC FOUNDATION THEN BILLED UC HEALTH FOUNDATION FOR THE PORTION OF HIS TIME SPENT ON TASKS RELATED TO UC HEALTH FOUNDATION. PART I, LINE 4B: CERTAIN EXECUTIVES HAVE ARRANGEMENTS WHICH PROVIDE FOR SUPPLEMENTAL RETIREMENT BENEFITS AS DESCRIBED IN IRC SEC. 457(F). THE FOLLOWING IS A LISTING OF OFFICERS AND KEY EMPLOYEES THAT RECEIVED A PAYMENT UNDER UC HEALTH'S IRC SEC. 457(F) PLAN DURING THE YEAR (THESE AMOUNTS ARE INCLUDED IN THE TOTAL FOR SCHEDULE J, PART II, COLUMN B(III)): KATRINA ENGLISH: $1,429 FORM 990, PART VII, SECTION A, LINE 5 AND SCHEDULE J: THE FOLLOWING INDIVIDUALS WERE PAID BY AN UNRELATED ORGANIZATION, UNIVERSITY OF CINCINNATI FOUNDATION, FOR THEIR SERVICES TO UC HEALTH FOUNDATION: 1. JONATHAN AGREE, VP OF DEVELOPMENT: $184,320 2. JOLINDA MILLER, SENIOR DIRECTOR OF DEVELOPMENT: $146,752 3. CYNTHIA MOORE, EXECUTIVE DIRECTOR OF CORPORATE FOUNDATION RELATIONS: $138,829 4. EMMA LAVERTY, ASSISTANT VP OF UCH CLINICAL PROGRAMS: $123,923 PETER LANDGREN, FORMER PRESIDENT UNTIL 8/21, WAS PAID BY AN UNRELATED ORGANIZATION FOR HIS SERVICES TO UC HEALTH FOUNDATION. THE COMPENSATION OF $124,608 WAS PAID TO PETER LANDGREN BY THE UNIVERSITY OF CINCINNATI FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 UC HEALTH FOUNDATION HAS A SINGLE CORPORATE MEMBER, UC HEALTHCARE SYSTEM. FORM 990, PART VI, SECTION A, LINE 7A UC HEALTH FOUNDATION HAS A SINGLE CORPORATE MEMBER, UC HEALTHCARE SYSTEM, WHO HAS THE ABILITY TO ELECT MEMBERS TO THE GOVERNING BODY OF UC HEALTH FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B ALL DECISIONS THAT HAVE A MATERIAL IMPACT TO UC HEALTH FOUNDATION'S FINANCIAL INFORMATION OR THE CORPORATION AS A WHOLE ARE SUBJECT TO APPROVAL BY ITS SOLE CORPORATE MEMBER, UC HEALTHCARE SYSTEM. FORM 990, PART VI, SECTION B, LINE 11B UC HEALTH FOUNDATION HAS DESIGNATED THE RESPONSIBILITY OF REVIEWING THE FORM 990 TO THE UC HEALTH BOARD. A COPY OF THE FORM 990 HAS BEEN PROVIDED TO EACH OF UC HEALTH'S AUDIT AND COMPLIANCE COMMITTEE MEMBERS. UC HEALTH'S AUDIT AND COMPLIANCE COMMITTEE DEMONSTRATED REVIEW OF THE FORM 990 BY A VOTE TO APPROVE THE FORM 990 FOR REVIEW BY THE FULL BOARD OF DIRECTORS. THE FORM 990 IS THEN PROVIDED TO THE BOARD MEMBERS FOR REVIEW, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS AND AS NEW INDIVIDUALS ARE APPOINTED OR HIRED, THE CORPORATE INTERNAL AUDIT DEPARTMENT OF UC HEALTH CONDUCTS A SURVEY WHICH IS DISTRIBUTED TO ALL BOARD OF DIRECTORS, PHYSICIANS AND MANAGEMENT. THE CORPORATE INTERNAL AUDIT DEPARTMENT COLLECTS AND REVIEWS ALL RESPONSES, UTILIZING THE ASSISTANCE OF LEGAL COUNSEL, AS NEEDED. THE CORPORATE INTERNAL AUDIT DEPARTMENT REPORTS COMPLIANCE WITH THE POLICY AND NON-RESPONSES TO THE SENIOR MANAGEMENT AND AUDIT AND COMPLIANCE COMMITTEE OF UC HEALTH. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE ANY DOCUMENTS FOR PUBLIC INSPECTION UPON REQUEST. 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