2024-11-14T12:19:15+00:00 2023-12-31 350921680 CROWE LLP 155 West Nationwide Blvd Suite 500 Columbus OH 432152570 990 2023-01-01 316060347 The Research & Educational Foundation of the Ohio Hospital Association RESE 6142217614 65 E State St 500 Columbus OH 43215 Michael Abrams President & CEO 2024-11-14 true MALLORY FAIRLESS P10321579 6144690001 2024-11-14 2023 2024-10-15 13:58:12Z X Institute for Health Innovation Michael Abrams 65 E State St 500 Columbus OH 43215 1956818 false X www.ohiohospitals.org X 1965 OH The mission of The Research and Educational Foundation of The Ohio Hospital Association is to evaluate, focus, and engage in leading change activities that enable the pursuit of excellence resulting in demonstrable improvement in safety, quality, and health equity in our communities. 12 11 0 50 0 0 0 5000 692448 504731 290477 163408 0 0 982925 673139 0 0 0 420228 339934 0 0 0 682112 499509 1102340 839443 -119415 -166304 8363717 8798861 83551 168007 8280166 8630854 X The mission of The Research and Educational Foundation of The Ohio Hospital Association is to evaluate, focus, and engage in leading change activities that enable the pursuit of excellence resulting in demonstrable improvement in safety, quality, and health equity in our communities. false false 478136 0 378503 Hand Hygiene: In 2023, the hand hygiene program contracted hand hygiene observers and reporting continued. Certain hospitals and health systems saw the need for continuous hand hygiene monthly monitoring and at higher thresholds of observations than associated with projects typically led by OHA. In 2023, the number of participating hospitals was 45. 107065 0 126228 Continuous Service Readiness (CSR): Access to continuous survey readiness services for hospital accreditation were facilitated for 67 member hospitals via subscription to the CSR consultant service. Both Spring and Fall conferences were provided virtually, related to accreditation standards. 95768 0 0 Maternal & Infant Health Infant Mortality: -OHA served on executive/steering committees for the Ohio Perinatal Quality Collaborative and Ohio March of Dimes. -OHA has a seat on the state of Ohio Commission on Infant Mortality and Ohio Newborn Advisory Steering Committee Breastfeeding: -The First Steps for Healthy Babies, a quarterly recognition program for hospitals implementing the 10 Steps to Successful Breastfeeding, was launched in March of 2015 in partnership with the Ohio Department of Health. In 2023, the program continued its reach to over 99% of the maternity hospitals in the state. -The First Steps program partnered with the Ohio Lactation Consultants Association (OLCA) and Ohio Breastfeeding Alliance (OBA) to revive a 'Bag Free' recognition program for hospitals. This program launched in early 2016 and was continued in 2022. 70 hospitals were recognized in 2023 for their work in 2022. -In 2023, Ohio First Steps expanded efforts around our new designation component to the program, recognizing hospitals' efforts to support and include fathers/partners in breastfeeding education. Maternal Health: -In 2020, OHA partnered with the Ohio Department of Health (ODH), now the Ohio Department of Children and Youth (ODCY) to submit an application for Ohio to join the national ACOG program, the Alliance for Innovation on Maternal Health (AIM). This application was accepted in September 2020. Through the AIM work, Ohio has focused on the severe maternal hypertension and obstetric hemorrhage patient safety bundles. In 2023, Ohio wrapped up our third wave (of three) of the severe maternal hypertension bundle, and kicked off our second wave (of three) of the obstetric hemorrhage bundle. OHA served in an advisory role, as well as managed data collection and reporting for participating hospital sites. -OHA partnered with the Ohio Perinatal Quality Collaborative (OPQC) to launch a pilot project around maternal health equity called the Compassionate, Accountable, Respectful and Equitable Care project (CARE). OHA served in an advisory role, as well as managed data collection and reporting for participating hospital sites. -The OHA has been providing quarterly hospital benchmark reports on maternal health outcomes, including 'Severe Maternal Morbidity'. In 2022, OHA provided 369 total reports to member hospitals at no cost. -OHA served as a member and workgroup lead for the Ohio Council to Advance Maternal Health (OH-CAMH), led by the Ohio Department of Health. OHA also joined the Groundwork Ohio's Center for Maternal & Young Child Health Advisory Council. -OHA staff serve as a committee member on the Ohio Public Health Advisory Board, who review and make recommendations to the Director of the Ohio Department of Health on new and revised state rules. 1765 0 0 Ohio Patient Safety Institute (OPSI) 746 0 0 Emergency Preparedness: -OHA serves on the state of Ohio Emergency Support Function (ESF) 8, Public Health and Medical Services. OHA also served on the Ohio Emerging and Special Pathogens Coalition. -OHA participated in a half-day statewide virtual tabletop exercise regarding an emergency radiation surge. 2511 683480 true false false false false false false false false false false false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false true false true X 43 0 true 0 false false false false false false false false false false false false X 12 11 false false false false true true true true true false false true true true true true true false false false X Kyle Norton 6142217614 65 E State St Suite 500 COLUMBUS OH 43215 LeeAnn Lucas-Helber Chair 1.0 0 X X 0 0 0 Michael Abrams President & CEO 1.0 39.0 X X 0 944423 221079 Anthon Brooks Trustee-at-Large 1.0 0 X 0 0 0 Bruce White Trustee-at-large 1.0 1.0 X 0 0 0 Chad Tinkel Trustee-at-Large 1.0 0 X 0 0 0 Chip Hubbs Trustee-at-Large 1.0 1.0 X 0 0 0 Cynthia Moore-Hardy Trustee-at-Large 1.0 0 X 0 0 0 Edward J Roth III Trustee-at-large 1.0 0 X 0 0 0 Heidi Gartland Trustee-at-Large 1.0 1.0 X 0 0 0 Jeffrey Klingler Trustee-at-Large 1.0 0 X 0 0 0 Michael Louge Trustee-at-Large 1.0 2.0 X 0 0 0 Rob Montagnese Trustee-at-Large 1.0 0 X 0 0 0 James Guliano Senior VP/Chief Clinical Officer 4.0 36.0 X 0 241807 103996 Mary Gallagher Executive VP & Chief of Staff (Through April 2023) 1.0 39.0 X 0 518602 111018 0 1704832 436093 0 false true false JOINT COMMISSION RESOURCES 1515 WEST 22ND STREET OAKBROOK IL 60523 CONTINUOUS SERVICE READINESS 351276 1 5000 5000 Quality Institute 900099 504731 504731 0 0 0 0 504731 327199 327199 0 0 1119888 1283679 -163791 0 -163791 -163791 0 0 0 0 0 673139 504731 0 163408 X 227169 167661 59508 15104 9093 6011 82134 67186 14948 15527 11498 4029 443827 423791 20036 0 2935 2935 15984 15984 14694 4235 10459 8494 8494 3732 3732 Dues and Subscriptions 9666 16 9650 Equip Maintenance 5629 5629 -5452 0 -5452 0 839443 683480 155963 0 711430 1461582 184137 108921 0 0 0 0 0 2638 0 0 0 0 7404821 7225720 0 0 63329 0 8363717 8798861 36495 43238 0 0 0 47056 124769 83551 168007 X 8272742 8630854 7424 0 8280166 8630854 8363717 8798861 -166304 516992 0 X false true X true false X X 1 OHIO HOSPITAL ASSOCIATION 314270340 9 true 0 0 1 0 0 true false true true true false false false false false false false false false false false false true false Schedule A, Part IV, Section A, Line 3b Qualified Under 501C(4)(5) Or (6) The organization, using input from the supported organization, completes a pro forma Schedule A, Part III annually to confirm the supported organization meets the Section 509(a)(2) public support test. The support calculation is maintained in the supporting organization's files. Schedule A, Part IV, Section A, Line 3c Support To Org. Used Exclusively Sec. 170(c)(2)(B) Purposes The supporting organization does not provide monetary support to its supported organization. If the filing organization were to provide monetary support to its supported organization, it would ensure such support is used solely for charitable purposes. Due to Related Party 124769 124769 X 1190131 516992 0 516992 673139 0 0 673139 839443 0 0 839443 0 0 839443 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Internal Revenue Service has ruled that the Foundation is a tax exempt organization as defined under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for federal income taxes has been made in the financial statements. Additionally, the Foundation has been determined not to be a private foundation under Section 509(a) of the U.S. Internal Revenue Code. Accounting principles generally accepted in the United States of America prescribe recognition thresholds and measurement attributes for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Tax benefits will be recognized only if the tax position is more likely-than-not sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized will be the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax benefit will be recorded. Management has concluded that they are unaware of any tax benefits or liabilities to be recognized at December 31, 2023 and 2022. The Foundation does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Foundation would recognize interest and penalties related to the unrecognized tax benefits in interest and income tax expense, respectively. The Foundation has no amounts accrued for interest or penalties as of December 31, 2023 and 2022. true true false false false false false false false Michael Abrams President & CEO 0 733020 0 170069 0 41334 0 134653 0 86426 0 1165502 0 0 James Guliano Senior VP/Chief Clinical Officer 0 187251 0 40906 0 13650 0 23690 0 80306 0 345803 0 0 Mary Gallagher Executive VP & Chief of Staff (Through April 2023) 0 119392 0 0 0 399210 0 12171 0 98847 0 629620 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment MARY GALLAGHER, FORMER EXECUTIVE VP & CHIEF OF STAFF, RECEIVED $302,060 IN 2023. OHA ALSO PAID MEDICAL AND DENTAL INSURANCE PREMIUMS. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Mike Abrams participates in a SERP 457(f) plan maintained by OHA. Amounts includible in income under section 457(f) = $0 Contributions to nonqualified plans (nonvested) = $97,182 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE ORGANIZATION DOES NOT HAVE OFFICERS THAT RECEIVE COMPENSATION. THEREFORE, THIS QUESTION IS NOT APPLICABLE AND HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. THE CEO of OHA IS COMPENSATED BY THE ORGANIZATION'S COMMON PAY AGENT, OHIO HOSPITAL ASSOCIATION (OHA), A RELATED TAX-EXEMPT ORGANIZATION. THE COMPENSATION PROCESS IS THAT OF OHA'S. AN INDEPENDENT COMPENSATION COMMITTEE DELEGATED BY THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE YEARLY COMPENSATION REVIEW OF THE CHIEF EXECUTIVE OFFICER (CEO). OUTSIDE CONSULTANTS, SALARY SURVEYS, AND DATA FROM COMPARABLE ORGANIZATIONS ARE USED IN THE PROCESS OF DETERMINING THE CEO'S COMPENSATION. THIS PROCESS WAS PERFORMED IN 2023 AND IS DOCUMENTED WITHIN THE COMPENSATION COMMITTEE MINUTES. Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,765 including grants of $ 0)(Revenue $ 0) Ohio Patient Safety Institute (OPSI) Form 990, Part III, Line 4d Description of other program services (Expenses $ 746 including grants of $ 0)(Revenue $ 0) Emergency Preparedness: -OHA serves on the state of Ohio Emergency Support Function (ESF) 8, Public Health and Medical Services. OHA also served on the Ohio Emerging and Special Pathogens Coalition. -OHA participated in a half-day statewide virtual tabletop exercise regarding an emergency radiation surge. Form 990, Part V, Line 2a Common Pay Agent OHIO HOSPITAL ASSOCIATION (OHA) EIN 31-4270340 IS THE COMMON PAYING AGENT FOR THE FOLLOWING RELATED ORGANIZATIONS. THEREFORE, ALL APPLICABLE IRS TAX FILINGS ARE REPORTED BY OHA. - OHIO HOSPITALS GROUP RATED WORKERS COMPENSATION PROGRAM, INC. EIN 31-1314404 - THE RESEARCH & EDUCATIONAL FOUNDATION OF THE OHIO HOSPITAL ASSOCIATION EIN 31- 6060347 - OHIO HEALTHCARE PURCHASING EIN 20-0414070 THE TOTAL NUMBER OF EMPLOYEES REPORTED ON FORM W-3 AND FILED BY THE COMMON PAYING AGENT, OHA, FOR THE YEAR ENDED DECEMBER 31, 2023 WAS 60. Form 990, Part VI, Line 15b PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS/KEY EMPLOYEES THE ORGANIZATION DOES NOT HAVE OTHER OFFICERS OR KEY EMPLOYEES THAT RECEIVE COMPENSATION. THEREFORE, THIS QUESTION IS NOT APPLICABLE AND HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. THEY ARE COMPENSATED BY THE ORGANIZATION'S COMMON PAY AGENT, OHIO HOSPITAL ASSOCIATION (OHA), A RELATED TAX-EXEMPT ORGANIZATION. OHA CURRENTLY USES AN OUTSIDE CONSULTANT TO PERIODICALLY PROVIDE A BENCHMARK OF COMPARABLE SALARY RANGES FOR ALL OFFICERS AND KEY EMPLOYEES. OHIO HOSPITAL ASSOCIATION'S COMPENSATION IS BASED ON THE USE OF THIS DATA FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR SIZED ASSOCIATIONS. Form 990, Part VI, Line 15a PROCESS USED TO DETERMINE COMPENSATION FOR TOP MANAGEMENT OFFICIAL THE ORGANIZATION DOES NOT HAVE OFFICERS THAT RECEIVE COMPENSATION. THEREFORE, THIS QUESTION IS NOT APPLICABLE AND HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. THE CEO IS COMPENSATED BY THE ORGANIZATION'S COMMON PAY AGENT, OHIO HOSPITAL ASSOCIATION (OHA), A RELATED TAX-EXEMPT ORGANIZATION. THE COMPENSATION PROCESS IS THAT OF OHA'S. AN INDEPENDENT COMPENSATION COMMITTEE DELEGATED BY THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE YEARLY COMPENSATION REVIEW OF THE CHIEF EXECUTIVE OFFICER (CEO). OUTSIDE CONSULTANTS, SALARY SURVEYS, AND DATA FROM COMPARABLE ORGANIZATIONS ARE USED IN THE PROCESS OF DETERMINING THE CEO'S COMPENSATION. THIS PROCESS WAS PERFORMED IN 2023 AND IS DOCUMENTED WITHIN THE COMPENSATION COMMITTEE MINUTES. Form 990, Part VI, Line 1a Delegate broad authority to a committee The board of trustees may, by resolution, establish an executive committee, which shall consist of at least three (3) trustees, which committee shall have the power to transact all of the business of the corporation during the interim between meetings of the board of trustees and which shall have and exercise the authority of the board of trustees in the management of the corporation subject to any restrictions established by the board of trustees. The designation of the executive committee and the delegation thereto of such authority shall not operate to relieve the board of trustees, or any individual trustee of any responsibility imposed by law. The executive committee shall be subject to the control and direction of the board of trustees. Additionally, as the sole member of filing organization, Ohio Hospital Association, a related tax-exempt organization, has broad authority to act on behalf of the governing body. Please see the narratives for Part VI, Lines 6, 7a and 7b for a description of such authority. Form 990, Part VI, Line 6 Classes of members or stockholders The sole member of the Corporation shall be the Ohio Hospital Association, an Ohio nonprofit corporation. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body As the sole member of the filing organization, OHA has the right to elect, appoint or remove members of the governing body. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders As the sole member of the filing organization, OHA has the right to approve or deny significance governance decisions of the organization. Form 990, Part VI, Line 11b Review of form 990 by governing body A copy of the organization's final form 990 (including required schedules), as ultimately filed with the IRS, was provided to each voting member of the organization's governing body, officers, and management prior to its filing with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy EACH TRUSTEE, DIRECTOR, PRINCIPAL OFFICER, other officer, key employee, AND MEMBER OF A COMMITTEE WITH BOARD DESIGNATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE DUALITY OF INTEREST AND CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS TAX-EXEMPT AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. After a disclosure, and after any discussions with the interested person, the interested person may be asked by the chairperson to leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. If a conflict of interest exists, the interested person may make a presentation to the board or committee and may be asked to leave the meeting during the discussion of, and the vote on, the arrangement that results in the conflict. After exercising due diligence, the board or committee shall determine whether the company can obtain a more advantageous arrangement with reasonable efforts from a person that would not give rise to a conflict of interest. If that is not reasonably attainable, the board or committee shall determine by a majority vote of the disinterested directors whether the arrangement is in the company's best interest. Form 990, Part VI, Line 19 Required documents available to the public Financial statements, governing documents, and conflict of interest policy are available upon request from the organization. Form 990, Part IX, Line 11g Other Fees Quality/Patient Safety Consulting - Total Expense: 415741, Program Service Expense: 415741, Management and General Expenses: , Fundraising Expenses: ; Community Health - Total Expense: 8050, Program Service Expense: 8050, Management and General Expenses: , Fundraising Expenses: ; Other - Total Expense: 20036, Program Service Expense: , Management and General Expenses: 20036, Fundraising Expenses: ; OHIO HOSPITAL ASSOCIATION (OHA) 65 E State St Ste 500 COLUMBUS OH 43215 314270340 SEE PART VII OH 501(c)(6) NA false OHIO HOSPITALS GROUP RATED WORKERS COMP 65 E State St Ste 500 COLUMBUS OH 43215 311314404 SEE PART VII OH 501(c)(6) OHA false FRIENDS OF OHIO HOSPITALS 65 E State St Ste 500 COLUMBUS OH 43215 311237308 SEE PART VII OH 527 OHA false Q3 Health Innovation Partners LLC 30 North Third St Suite 600 Harrisburg PA 17101 830909844 Quality Improvement PA OHA N/A false false OHIO HEALTHCARE PURCHASING INC DBA OHA SOLUTIONS 65 E State St Ste 500 COLUMBUS OH 43215 200414070 PURCHASING CO OH OHA C Corporation 0 0 false false false false false false false false false false false false false true true true true false false false Ohio Hospital Association P 358665 COST Ohio Hospital Association N 157512 allocation based on employee time Ohio Hospital Association O 265241 allocation based on employee time Schedule R, Part II, Column (b) Primary Activity 1. OHIO HOSPITAL ASSOCIATION PRIMARY ACTIVITY: A MEMBERSHIP DRIVEN ORGANIZATION THAT PROVIDES PROACTIVE LEADERSHIP TO CREATE AN ENVIRONMENT IN WHICH OHIO HOSPITALS ARE SUCCESSFUL IN SERVING THEIR COMMUNITIES. THIS NON-PROFIT TRADE ASSOCIATION WORKS ON BEHALF OF MEMBER HOSPITALS THROUGH LEADERSHIP IN THE DEVELOPMENT OF PUBLIC POLICY, IN THE REPRESENTATION AND ADVOCACY OF HOSPITAL INTERESTS, AND IN THE PROVISION OF SERVICES WHICH ASSIST HOSPITALS IN MEETING HEALTH CARE NEEDS AND IMPROVING THE HEALTH STATUS OF THEIR COMMUNITIES, WHICH IN TURN IMPROVES THE HEALTH CARE INDUSTRY AS A WHOLE. 2. OHIO HOSPITALS GROUP RATED WORKERS COMP PRIMARY ACTIVITY: THE PRIMARY PURPOSE OF THE OHIO HOSPITALS GROUP RATED WORKERS COMPENSATION PROGRAM, INC. IS TO DEVELOP AND IMPLEMENT PROGRAMS THAT WILL PROMOTE A SAFE WORKING ENVIRONMENT AND REDUCE HEALTH CARE COSTS. 3. Friends of Ohio Hospitals Primary Activity: THE ORGANIZATION MAKES CONTRIBUTIONS IN SUPPORT OF POLITICAL CANDIDATES AND PARTIES IN THE INTEREST OF OHIO HOSPITALS.