HOLZER HERITAGE FOUNDATION

EIN: 310927482 501(c)(3) Health Care

GALLIPOLIS, OH

Total Revenue
$337,480
Total Expenses
$658,475
Total Assets
$7,376,906
Net Assets
$4,190,061
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1977
Legal Domicile
OH
Principal Officer
RODNEY STOUT
Phone
7404465060
Tax Period
2024-07-01 to 2025-06-30

HOLZER HERITAGE FOUNDATION, founded in 1977, is a small nonprofit in the Health Care sector that reported $337K in total revenue in fiscal year 2024. Expenses of $658K exceeded revenue, resulting in a 95% operating deficit.

Mission

FRIENDLY VISITS, EXCELLENT CARE; EVERY PATIENT, EVERY TIME.

Program Service Accomplishments

Program 1
Expenses: $219,171 Revenue: $0

THE FOUNDATION RECEIVES DESIGNATED MEMORIAL GIFTS, TO BE USED FOR EXPENSES OF HOSPICE PATIENTS WHO ARE SERVED BY THE HOLZER HOSPICE PROGRAM, AND FOR WHOSE CARE, REIMBURSEMENT MAY BE NON-EXISTENT...

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THE FOUNDATION RECEIVES DESIGNATED MEMORIAL GIFTS, TO BE USED FOR EXPENSES OF HOSPICE PATIENTS WHO ARE SERVED BY THE HOLZER HOSPICE PROGRAM, AND FOR WHOSE CARE, REIMBURSEMENT MAY BE NON-EXISTENT. THESE FUNDS ARE USED TO COMPENSATE HOLZER MEDICAL CENTER BASED ON NON-REIMBURSED COSTS OR FOR OTHER EXPENDITURES NEEDED TO SUPPORT THE HOSPICE PROGRAM.IN 2025, $75,353 WAS UTILIZED FROM THE CELEBRITY DINNER FUND, $12,300 WAS UTILIZED FROM DANI'S ELF FUND, $53,325 WAS UTILIZED FROM THE GOLF TOURNAMENT, $2,795 WAS UTILIZED FROM HOSPITALITY FUND, $1,680 WAS UTILIZED FROM THE HOSPICE FUND, $3,361 WAS USED FROM HOLZER IN LIGHTS FUND, $4,848 WAS UTILIZED FROM THE HOLZER LEADERSHIP INSTITUTE, $250 WAS UTILIZED FOR OTHER FUNDS AND $2,399 WAS UTILIZED FROM THE WELLNESS CENTER FUND.

Program 2
Expenses: $119,451 Revenue: $319,413

THE HOLZER THERAPY AND WELLNESS CENTER IS A COMPREHENSIVE WELLNESS CENTER THAT OFFERS AN INTEGRATED PROGRAM OF TOTAL HEALTHCARE SERVICES INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH AND MASSAGE...

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THE HOLZER THERAPY AND WELLNESS CENTER IS A COMPREHENSIVE WELLNESS CENTER THAT OFFERS AN INTEGRATED PROGRAM OF TOTAL HEALTHCARE SERVICES INCLUDING PHYSICAL, OCCUPATIONAL, SPEECH AND MASSAGE THERAPIES, INDIVIDUALIZED HEALTH RISK ASSESSMENTS AND SUPERVISED FITNESS PLANS. PERSONALIZED HEALTH ASSESSMENTS WILL BE PERFORMED FOR EACH ENROLLEE. PROGRAMMING GOES WELL BEYOND A TYPICAL FITNESS CENTER BY INCORPORATING THE EXPERTISE OF HEALTHCARE PROFESSIONALS PROVIDING THE MEDICAL FITNESS DIFFERENCE RESULTING IN A HEALTHIER AND BETTER-EDUCATED COMMUNITY. THE WELLNESS CENTER FEATURES INCLUDE:A WALKING/RUNNING TRACKSTATE-OF-THE-ART EXERCISE EQUIPMENTSAUNASHOWER AND LOCKER AREAVENDING SERVICESA MULTIPURPOSE MEETING ROOM FOR A VARIETY OF FITNESS CLASSES AND EDUCATIONAL PROGRAMS

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,874
Program Service Revenue $319,413
Investment Income $7,193
Other Revenue $0
TOTAL REVENUE $337,480

Expense Breakdown

Grants Paid $0
Salaries & Benefits $341,955
Fundraising Expenses $143,617
Program Expenses $338,622
Other Expenses $316,520
TOTAL EXPENSES $658,475

Year-over-Year Comparison

2024 2023 Change
Revenue $337,480 $318,579 +0.1%
Expenses $658,475 $642,162 +0.0%
Net Income $-320,995 $-323,583 0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
18
Independent Members
15
Employees
N/A
Volunteers
15

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$1,327,777
Total Directors
20
$679,417
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL HAYNES CFO - HHS 1.00
Officer Director
$0 $7,990 $407,496
GARY ROACH CHAIRMAN - HHS 1.00
Officer Director
$0 $3,121 $205,954
ABBY WISEMAN GREER TRUSTEE/MANAGER 1.00
Officer Director
$0 $1,294 $65,967
SHAYNA CHAPMAN PRESIDENT 1.00
Officer Director
$0 $0 $0
RONALD R TOLER VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
MIKE NORTHUP SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
RYAN JONES TRUSTEE 1.00
Director
$0 $0 $0
JOHN C STEVENS TRUSTEE 1.00
Director
$0 $0 $0
JAMES E MORRISON TRUSTEE 1.00
Director
$0 $0 $0
BOB HOOD TRUSTEE 1.00
Director
$0 $0 $0
GENE WOOD TRUSTEE 1.00
Director
$0 $0 $0
GREGORY A ERVIN TRUSTEE 1.00
Director
$0 $0 $0
GWEN ELLIOTT TRUSTEE 1.00
Director
$0 $0 $0
T WAYNE MUNRO MD TRUSTEE 1.00
Director
$0 $0 $0
APRIL B MAGNUSSEN MD TRUSTEE 1.00
Director
$0 $0 $0
DEBBIE SAUNDERS TRUSTEE 1.00
Director
$0 $0 $0
PAUL COVEY TRUSTEE 1.00
Director
$0 $0 $0
TOM REED TRUSTEE 1.00
Director
$0 $0 $0
JOHN JONES PAST PRESIDENT - PART YEAR 1.00
Director
$0 $0 $0
STAN EVANS TRUSTEE - PART YEAR 1.00
Director
$0 $0 $0
RODNEY STOUT CEO - HHS 1.00
Officer
$0 $10,755 $648,360
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $337,480 $658,475 $7,376,906 $-320,995
2024 $318,579 $642,162 $7,271,062 $-323,583
2023 $289,456 $527,731 $7,795,725 $-238,275
2022 $253,589 $535,173 $7,585,705 $-281,584
2021 $202,523 $532,934 $7,570,576 $-330,411
2020 $238,848 $401,358 $3,323,920 $-162,510
2019 $316,177 $316,308 $2,837,146 $-131
2018 $310,881 $311,234 $2,429,309 $-353
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