Nonprofit · EIN 75-3008742
ADENA HEALTH FOUNDATION
Tax-exempt · CHILLICOTHE, OH 45601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,477,491 | $1,517,169 | $960,322 | $10,049,177 | $13,342 | $10,035,835 |
| December 31, 2023 | 990 | $1,806,215 | $1,515,863 | $290,352 | $9,343,948 | $28,350 | $9,315,598 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,827,803
- Program service revenue
- $0
- Investment income
- $726,868
- Net gain from sales of assets
- $695,353
- Net income from fundraising events
- -$77,180
- Other revenue
- -$77,180
Expenses
- Grants and similar amounts paid
- $1,007,312
- Other salaries and wages
- $287,763
- Salaries, compensation and benefits (total)
- $366,931
- Professional fundraising fees
- $0
- Travel
- $4,219
- Program services (functional)
- $1,007,312
- Management and general (functional)
- $382,394
- Fundraising (functional)
- $127,463
Balance sheet and other
- Total assets, start of year
- $9,343,948
- Total assets, end of year
- $10,049,177
- Total liabilities, end of year
- $13,342
- Net assets, end of year
- $10,035,835
- Publicly traded securities
- $6,790,752
- Net assets without donor restrictions
- $3,354,641
- Net assets with donor restrictions
- $6,681,194
- Gross receipts
- $2,588,368
- Employees
- 4
- Volunteers
- 12
- Year formed
- 2002
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF GRAHAM | TRUSTEE/AHS CEO Trustee or director, Officer | 1 | $0 | $1,180,581 | $368,169 |
| JAMES MCMANUS | AHS CFO Officer | 1 | $0 | $738,566 | $253,395 |
| HEATHER SPRAGUE | EXECUTIVE DIRECTOR/CHRO Officer | 1 | $0 | $526,480 | $145,919 |
| KATHERINE EDRINGTON | AHS COO Officer | 1 | $0 | $441,728 | $191,286 |
| ROBIN BERNO | DIRECTOR OF ANNUAL GIVING AND EVENTS Highest-paid employee | 50 | $150,697 | $0 | $39,775 |
| TRISH MARES | CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| VIRGINA WETTERSTEN | TRUSTEE/ SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| WILLIAM BEATTY | TRUSTEE/ TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JULIE COLEMAN-PARK | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| KEVIN SHOEMAKER | ADENA PIKE CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| LINDA BEAVER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| LINDA PENN | ADENA GREENFIELD CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW HALLER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| PAT FRIEL | ADENA REGIONAL CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| PHILIP EVANS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD CREAMER | ADENA FAYETTE CHAIR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFF GRAHAM | TRUSTEE/AHS PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $1,010,366 | $58,200 |
| JIM MCMANUS | AHS CHIEF FINANCIAL OFFICER Officer | 1 | $0 | $621,511 | $125,944 |
| KATHERINE EDRINGTON | AHS COO Officer | 1 | $0 | $621,194 | $32,774 |
| HEATHER SPRAGUE | EXECUTIVE DIRECTOR AND CHIEF HUMAN RESOURCES OFFIC Officer | 1 | $0 | $436,802 | $76,934 |
| JOHN DESMARAIS | TRUSTEE/PHYSICIAN Trustee or director | 2 | $0 | $326,542 | $45,287 |
| LISA CARLSON | FORMER - AHS CFO Former | 1 | $0 | $270,056 | $1,020 |
| ROBIN BERNO | DIRECTOR OF FOUNDATION Highest-paid employee | 50 | $146,451 | $0 | $21,257 |
| TRISH MARES | TRUSTEE/CHAIR Trustee or director | 2 | $0 | $0 | $0 |
| WILLIAM BEATTY | TRUSTEE/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| VIRGINIA WETTERSTEN | TRUSTEE/SECRETARY Trustee or director | 2 | $0 | $0 | $0 |
| LINDA BEAVER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| PHILLIP EVANS | TRUSTEE Trustee or director, Officer | 2 | $0 | $0 | $0 |
| MATT HALLER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| TY KELLEY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JULIE PARK | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| LINDA PENN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRIAN REAM | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| KEVIN SHOEMAKER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 272 HOSPITAL RD, CHILLICOTHE, OH 45601-9031
- In care of
- % NO
- Principal officer (990 for 2024)
- HEATHER SPRAGUE, 272 HOSPITAL ROAD, CHILLICOTHE, OH 456019031
- Signed the 990
- JEFF GRAHAM, AHS CEO
- Phone
- (740) 779-7528
- Website
- WWW.ADENA.ORG
- Return prepared by
- Plante & Moran PLLC
Mission
WE BELIEVE EVERYONE IN SOUTHERN OHIO DESERVES ACCESS TO THE BEST HEALTHCARE CLOSE TO HOME.
Program accomplishments
- THROUGH INDIVIDUAL GIVING AND FUNDRAISING EVENTS TO AND FOR SELECTED FUNDS, WE WERE ABLE TO PROVIDE TO ADENA HEALTH SYSTEM IN SUPPORT OF PATIENT AND STAFF EDUCATION, COMMUNITY EDUCATION, EQUIPMENT, CAPITAL PROJECT AND CHARITY CARE.Expenses $847,044 · grants $847,044
- THE FOUNDATION AWARDED SCHOLARSHIPS TO 31 STUDENTS. THE FIELDS OF STUDY INCLUDED NURSING, RADIOLOGY, TECHNOLOGY, PHYSICAL THERAPY AND LABORATORY TECHNOLOGY. THE STUDENTS WERE SELECTED BY THE VOLUNTEER SCHOLARSHIP COMMITTEE OF THE FOUNDATION'S BOARD OF DIRECTORS. EACH STUDENT MUST SUBMIT AN APPLICATION. APPLICANTS ARE REQUIRED TO HAVE AT LEAST A 3.00 GRADE POINT AVERAGE TO BE ELIGIBLE AND MUST MAINTAIN AT LEAST A 3.00 GRADE POINT AVERAGE WHILE IN COLLEGE.Expenses $132,000 · grants $132,000
- THE HOSPICE/COMMUNITY FUND WAS USED TO PROVIDE MEDICAL CARE, HOME HEALTH NEEDS, BEREAVEMENT COUNSELING, PRESCRIPTIONS, FOOD AND SHELTER NEEDS TO 102 QUALIFIED PATIENTS AND THEIR FAMILIES.Expenses $28,268 · grants $28,268
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 75-3008742
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $10,049,177
- Income (IRS master file)
- $2,588,368
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,477,491 | $1,517,169 | $10,049,177 | IRS |
| 990 | December 2023 | $1,806,215 | $1,515,863 | $9,343,948 | XML |
| 990 | December 2022 | $3,126,336 | $1,201,588 | $8,647,076 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-3008742).
Questions about ADENA HEALTH FOUNDATION
- What is the EIN of ADENA HEALTH FOUNDATION?
- The employer identification number (EIN) of ADENA HEALTH FOUNDATION is 75-3008742.
- Is ADENA HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ADENA HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ADENA HEALTH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ADENA HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ADENA HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ADENA HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 names HEATHER SPRAGUE.
- Who are the officers and directors of ADENA HEALTH FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 16 people; 1 received compensation from the organization.
- How much revenue does ADENA HEALTH FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,477,491, expenses of $1,517,169 and total assets of $10,049,177 at year end.
Other nonprofits in CHILLICOTHE
- ADENA HEALTH SYSTEM EIN 31-4379443 · last filed 990 for 2024
- ADENA FAYETTE MEDICAL CENTER EIN 85-2985806 · last filed 990 for 2024
- SOUTHERN OHIO HEALTH CARE NETWORK INC EIN 26-1566590 · last filed 990 for 2024
- HOPE CLINIC OF ROSS COUNTY INC EIN 45-2390821 · last filed 990 for 2025
- NEPAL MEDICAL CHARITY EIN 82-3343573 · last filed 990-N for 2025
- ROSS COUNTY RESERVE OFFICERS ASSOC INC EIN 31-1093043 · last filed 990-N for 2025
- HOPEWELL HEALTH CENTERS INC EIN 31-1155352 · last filed 990 for 2024
- 0022 HOMELAND CREDIT UNION INC EIN 31-0395830 · last filed 990 for 2024