2025-09-29T14:37:52-05:00 2024-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2024-01-01 346607695 THE METROHEALTH FOUNDATION INC METR 2167785665 2500 METROHEALTH DRIVE CLEVELAND OH 441091998 KATE L BROWN DIRECTOR 2167785665 2025-09-29 1 0 CHRISTOPHER B ANDERSON P00226559 2163630100 2024 2025-03-06 01:10:19Z KATE L BROWN 2500 METROHEALTH DRIVE CLEVELAND OH 441091998 35732796 0 X HTTP://DONATE.METROHEALTH.ORG X 1956 OH THE METROHEALTH FOUNDATION, INC. SEEKS TO SUPPORT THE METROHEALTH SYSTEM BY COORDINATING FUND RAISING AND IMPLEMENTING PHILANTHROPIC ACTIVITIES THAT HELP METROHEALTH LEAD THE WAY TO A HEALTHIER COMMUNITY THROUGH SERVICE, TEACHING, DISCOVERY AND TEAMWORK. 34 34 0 50 0 0 7842025 11158341 0 0 1652594 2678967 -26361 40593 9468258 13877901 8497591 9046896 0 0 0 0 0 0 339563 658401 809062 9155992 9855958 312266 4021943 87522965 97888896 1273014 948903 86249951 96939993 X THE METROHEALTH FOUNDATION, INC. SEEKS TO SUPPORT THE METROHEALTH SYSTEM BY COORDINATING FUND RAISING AND IMPLEMENTING PHILANTHROPIC ACTIVITIES THAT HELP METROHEALTH LEAD THE WAY TO A HEALTHIER COMMUNITY THROUGH SERVICE, TEACHING, DISCOVERY AND TEAMWORK. 0 0 9046896 9046896 40593 SEE SCHEDULE OTHE METROHEALTH FOUNDATION SUPPORTS THE PATIENT CARE, EDUCATION AND RESEARCH ACTIVITIES OF THE METROHEALTH SYSTEM (METROHEALTH). SINCE ITS FOUNDING IN 1837, METROHEALTH HAS BEEN MEETING THE HEALTH CARE NEEDS OF EVERYONE IN THE COMMUNITY. AS CUYAHOGA COUNTY'S ONLY PUBLIC HEALTH SYSTEM, METROHEALTH REMAINS STEADFAST IN ITS COMMITMENT TO CREATE A HEALTHIER COMMUNITY AND RECENTLY COMPLETED A FIVE-YEAR STRATEGIC PLAN FOCUSED ON ACCESS + QUALITY, COMMUNITY + PEOPLE, AND TEACHING + RESEARCH. THE PLAN WAS DEVELOPED WITH INPUT FROM 140 INTERNAL LEADERS, MORE THAN 2,000 EMPLOYEES AND OVER 3,000 COMMUNITY CONVERSATIONS. METROHEALTH'S STAFF OF NEARLY 9,000 DELIVERS CARE AT FOUR METROHEALTH HOSPITALS, FOUR EMERGENCY DEPARTMENTS AND MORE THAN 20 NEIGHBORHOOD-BASED HEALTH CENTERS AND 40 ADDITIONAL SITES THROUGHOUT CUYAHOGA COUNTY. IN THE PAST YEAR, METROHEALTH SERVED 300,000 PATIENTS AT NEARLY 1.45 MILLION VISITS IN ITS HOSPITALS AND HEALTH CENTERS, TWO-THIRDS OF WHOM ARE UNINSURED OR COVERED BY MEDICARE OR MEDICAID. IN ADDITION TO PROVIDING COMPREHENSIVE, PATIENT-CENTERED PRIMARY CARE, METROHEALTH IS NATIONALLY RECOGNIZED FOR ITS ADVANCED TECHNIQUES IN TREATING COMPLEX MEDICAL PROBLEMS. IT IS HOME TO CUYAHOGA COUNTY'S MOST EXPERIENCED LEVEL 1 ADULT TRAUMA CENTER, VERIFIED SINCE 1992, AND ONE OF ONLY TWO ADULT AND PEDIATRIC TRAUMA AND BURN CENTERS IN OHIO.AS AN ACADEMIC MEDICAL CENTER, METROHEALTH IS COMMITTED TO TEACHING AND EDUCATION. EACH ACTIVE STAFF PHYSICIAN HOLDS A FACULTY APPOINTMENT AT CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE AND THE HOSPITAL'S MAIN CAMPUS HOUSES A CLEVELAND METROPOLITAN SCHOOL DISTRICT HIGH SCHOOL FOCUSED ON SCIENCE AND HEALTH. 9046896 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 22 0 1 0 0 1 CJ 0 0 0 1 1 0 0 0 0 0 0 X 34 34 1 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 AL AK AR CA CO CT DC FL GA HI IL KS KY ME MD MA MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X KATE L BROWN 2167785665 2500 METROHEALTH DRIVE CLEVELAND OH 44109 X NICHOLAS R ALEXANDER DIRECTOR 1.00 X 0 0 0 JOHN CHAE MD DIRECTOR 1.00 X 0 0 0 RACHEL CIOMCIA DIRECTOR 1.00 X 0 0 0 WILLIAM CLAWSON DIRECTOR 1.00 X 0 0 0 ALFRED F CONNORS JR MD DIRECTOR/OFFICER 10.00 X X 0 0 0 JADE DAVIS DIRECTOR 1.00 X 0 0 0 MIGUEL A DE GRACIA DIRECTOR 1.00 X 0 0 0 ROBERT A DURHAM DIRECTOR 1.00 X 0 0 0 ERIC M FIALA DIRECTOR/OFFICER 4.00 X X 0 0 0 RICHARD B FRATIANNE MD DIRECTOR 1.00 X 0 0 0 DOLORES GARCIA DIRECTOR 1.00 X 0 0 0 JOANN Z GLICK DIRECTOR 1.00 X 0 0 0 BERRY GRANT DIRECTOR 1.00 X 0 0 0 JOHN J GRECH DIRECTOR 1.00 X 0 0 0 KEVIN M GROBELNY DIRECTOR 1.00 X 0 0 0 CHRISTOPHER D HESS DIRECTOR 1.00 X 0 0 0 JENNIFER K HURD DIRECTOR/OFFICER 4.00 X X 0 0 0 BRENDA K KIRK DIRECTOR 1.00 X 0 0 0 MELISSA KLINE DIRECTOR 1.00 X 0 0 0 COLLIN K KNISELY DIRECTOR 1.00 X 0 0 0 RICARDO J LEON DIRECTOR 1.00 X 0 0 0 MARCY LEVY SHANKMAN DIRECTOR/OFFICER 4.00 X X 0 0 0 JAY LUCARELLI DIRECTOR 1.00 X 0 0 0 LAWRENCE MACK DIRECTOR 1.00 X 0 0 0 JAMES E MISAK MD DIRECTOR 1.00 X 0 0 0 JONATHAN PRESSNELL DIRECTOR/OFFICER 4.00 X X 0 0 0 LISA RAMIREZ PHD DIRECTOR 1.00 X 0 0 0 ALEXANDER SHAUER DIRECTOR 1.00 X 0 0 0 NAVPAUL SIDHU DIRECTOR 1.00 X 0 0 0 ROBERT E SOROKA DIRECTOR 1.00 X 0 0 0 TERRY STANCIN PHD DIRECTOR 1.00 X 0 0 0 GEORGE SULLIVAN DIRECTOR 1.00 X 0 0 0 LUIS TOLLINCHE MD DIRECTOR 1.00 X 0 0 0 JACQUELYN WIEDEMER DIRECTOR 1.00 X 0 0 0 SHERRIE D WILLIAMS MD DIRECTOR 1.00 X 0 0 0 DEANDRA WILLIAMS-LEWIS DIRECTOR 1.00 X 0 0 0 AARON B WITWER DIRECTOR 1.00 X 0 0 0 CHRISTINE ALEXANDER-RAGER MD OFFICER 4.00 X 0 0 0 KATE L BROWN OFFICER 20.00 X 0 0 0 AIRICA STEED OFFICER 4.00 X 0 0 0 MICHELLE R WOOD OFFICER 20.00 X 0 0 0 0 0 0 0 0 0 0 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE STE 700 CLEVELAND OH 44114 ACCOUNTING SERVICES 100060 1 3012 125488 11029841 50863 11158341 2107225 2107225 22426637 21854895 571742 571742 571742 MISC. REVENUE 900099 40593 40593 40593 13877901 40593 0 2678967 9046896 9046896 60081 22144 37937 136600 136600 91066 91066 97447 3968 93479 11085 1498 9587 848 90 758 7446 1160 6286 137174 137174 CONSULTING/CONTRACTS EX 109673 44692 64981 PRINTING 31312 31312 CATERING/FOOD 17734 6211 11523 EVENT PRODUCTION 15203 15203 93393 24896 68497 9855958 9046896 469499 339563 3220760 3474897 4526426 7865148 27993 52390 25628 25628 0 0 73675075 84703900 5709477 1428452 363234 364109 87522965 97888896 54651 66147 921911 595529 296452 287227 1273014 948903 X 28794460 32045456 57455491 64894537 86249951 96939993 87522965 97888896 4021943 6668099 0 X 0 1 X 1 0 X 13212523 10379510 12171468 7842025 11158341 54763867 2381192 2631510 3583572 3837540 4090829 16524643 15593715 13011020 15755040 11679565 15249170 71288510 7770416 63518094 1067035 1026899 1230465 1753497 2107225 7185121 43097 40593 83690 78557321 526266 0.80860 0.86610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC REVENUE - 2023 AMOUNT: $ 43,097. 2024 AMOUNT: $ 40,593. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34106017 846349 3644718 686854 37910230 29379751 915782 4353628 543144 34106017 33859513 791682 -4804282 467162 29379751 29500480 1967082 2911703 519752 33859513 28536499 718667 2067072 1821758 29500480 0.07501 0.54661 0.37838 0 0 25628 25628 0 0 ANNUITY PAYMENT LIABILITY 287227 287227 X 24545763 6668099 4090829 10758928 13786835 91066 91066 13877901 13855721 4090829 4090829 9764892 91066 91066 9855958 PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS: ENDOWMENT FUNDS ARE HELD IN PERPETUITY AND THE INCOME DERIVED FROM ENDOWED ASSETS IS AVAILABLE FOR EXPENDITURES THAT FURTHER THE MISSION OF THE METROHEALTH SYSTEM. PART X, LINE 2: FIN 48/ASC 740 FOOTNOTE: THE FASB PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED, AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX RETURN POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE LIKELY THAN NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. FOR THE YEAR ENDED DECEMBER 31, 2024 AND 2023, MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS. 1 THE METROHEALTH SYSTEM 2500 METROHEALTH DRIVE CLEVELAND OH 44109 346004282 115 8849854 0 MEDICAL DIGITALC 6815 EUCLID AVE CLEVELAND OH 44103 811731053 501(C)(3) 192042 0 DIGITAL CONNECTIVITY 2 0 PART I, LINE 2: MONITORING USE OF GRANT FUNDS: ALL REQUESTS FROM THE METROHEALTH SYSTEM FOR FUNDS ARE RECEIVED BY THE FOUNDATION WITH A DETAILED NARRATIVE AND LISTING OF EXPENSES INCURRED. THE FOUNDATION REVIEWS THE REQUEST TO ENSURE THAT ALL EXPENSES FALL WITHIN THE GUIDELINES OF THE GRANT. ONCE ALL APPROVALS ARE OBTAINED, THE DISBURSEMENT PROCESS BEGINS. X 8 50863 FMV 0 0 1 0 PART I, LINE 32B: USE OF THIRD PARTIES - THE FOUNDATION UTILIZES THE SERVICES OF BROKERS TO SELL DONATED SECURITIES. THE BROKERS' FEES ARE AT OR BELOW THE FAIR MARKET VALUE OF SUCH SERVICES. FORM 990, PART VI, SECTION A, LINE 2 REPORTABLE RELATIONSHIPS: MICHELLE WOOD AND MIGUEL DE GARCIA HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF THE GOVERNING BODY: THE FOUNDATION HAS DIRECTORS THAT ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B APPROVAL OF DECISIONS OF GOVERNING BODY: THE BOARD HAS SEPARATE COMMITTEES RESPONSIBLE FOR THE FINANCIAL OVERSIGHT, INVESTMENT OF FOUNDATION ASSETS, COMPLIANCE, AND FINANCIAL AND FISCAL OVERSIGHT (FINANCE AND INVESTMENT COMMITTEE); BOARD RECRUITMENT (NOMINATING AND BOARD DEVELOPMENT COMMITTEE). THE EXECUTIVE COMMITTEE (MADE UP OF OFFICERS AND ELECTED MEMBERS OF THE BOARD) MAY EXERCISE THE POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS AND SHALL PERFORM SUCH DUTIES AS MAY BE DELEGATED BY THE BOARD OF DIRECTORS. THESE COMMITTEES ARE RESPONSIBLE FOR TAKING APPROPRIATE ACTION ON THE VARIOUS SUBJECTS AND FOR RECOMMENDING AND REPORTING ACTIONS TAKEN TO THE FULL BOARD FOR RATIFICATION IN ALL MATERIAL CASES. IF ACTIONS BEING RECOMMENDED ARE COMPLEX, TYPICALLY THE ACTION IS NOT IMPLEMENTED UNTIL THE FULL BOARD OR EXECUTIVE COMMITTEE OF THE BOARD HAS REVIEWED AND RATIFIED THE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW: THE FINANCE AND INVESTMENT COMMITTEE OF THE METROHEALTH FOUNDATION IS CHARGED WITH THE RESPONSIBILITY OF REVIEWING AND APPROVING FORM 990 PRIOR TO ITS SUBMISSION. AN ELECTRONIC COPY AND/OR HARD COPY IS PROVIDED TO THE MEMBERS OF THE COMMITTEE AND IS REVIEWED IN DEPTH AT A FORMAL MEETING OF THE COMMITTEE MEMBERS. THE FINANCE AND INVESTMENT COMMITTEE APPROVES A MOTION TO SEND THE APPROVED FORM TO THE FULL BOARD OF THE METROHEALTH FOUNDATION. THE APPROVED FORM IS DISTRIBUTED ELECTRONICALLY AND/OR BY HARD COPY TO THE FULL BOARD MEMBERSHIP FOLLOWING THE REVIEW AND APPROVAL BY THE FINANCE AND INVESTMENT COMMITTEE. ANY QUESTIONS OR COMMENTS ARE RESOLVED PRIOR TO THE FILING OF FORM 990. ALL MEMBERS OF THE BOARD OF DIRECTORS ARE OBLIGATED TO REVIEW FORM 990. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 PROVIDED TO THE GOVERNING BODY: THE FOUNDATION HAS DISTRIBUTED FORM 990 TO THE FULL BOARD OF DIRECTORS WITH THE EXCEPTION OF DONOR INFORMATION ON SCHEDULE B. BECAUSE OF SCHEDULE B'S PRIVATE AND CONFIDENTIAL NATURE, THE FOUNDATION HAS CHOSEN TO NOT SHARE THAT INFORMATION WITH THE BOARD, INCLUDING MEMBERS OF THE FINANCE AND INVESTMENT COMMITTEE. AS SUCH, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESTION ON 11A EVEN THOUGH A COPY OF FORM 990 (WITH REDACTED DONOR INFORMATION ON SCHEDULE B) WAS PROVIDED TO THE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY: ANNUALLY, BOARD MEMBERS MUST DISCLOSE THEIR BUSINESS AND FAMILY RELATIONSHIPS. THIS INFORMATION IS DOUBLE-CHECKED TO ENSURE THAT THERE ARE NO UNDISCLOSED CONFLICTS IN CARRYING OUT THE BOARD MEMBERS' RESPONSIBILITIES/DUTIES. THE INFORMATION IS UPDATED ANNUALLY BY EACH BOARD MEMBER. THE PRESIDENT ALSO MONITORS COMPANIES THAT THE FOUNDATION DOES BUSINESS WITH AND CONFIRMS DISCLOSURE OF BOARD MEMBERS' RELATIONSHIPS WITH THAT BUSINESS. ALSO, TO THE BEST OF OUR KNOWLEDGE, THERE ARE NO KNOWN OFFICER CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL: THE METROHEALTH SYSTEM PAYS THE SALARIES AND BENEFITS OF THE HOSPITAL STAFF WHO ADMINISTER THE METROHEALTH FOUNDATION. THIS IS RECORDED AS AN IN-KIND CONTRIBUTION FROM THE METROHEALTH SYSTEM, ALONG WITH THE CORRESPONDING EXPENSE ON THE FOUNDATION'S FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: DOCUMENTS ARE PROVIDED UPON REQUEST AND/OR AS REQUESTED THROUGH A GRANT APPLICATION OR STATE REGISTRATION PROCESS. METROHEALTH FOUNDATION INVESTMENTS LLC 2500 METROHEALTH DRIVE CLEVELAND OH 44109 451625493 INVESTING OH 0 0 MHF