Marietta Memorial Health Foundation in Marietta, Ohio (OH)

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Marietta Memorial Health Foundation
Employer Identification Number (EIN)311011321
Name of OrganizationMarietta Memorial Health Foundation
AddressPO BOX 97, Marietta, OH 45750-0097
ActivitiesHospital auxiliary
SubsectionCharitable Organization
Ruling Date07/1981
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period09/2008
Assets$10,000,000 to $49,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$13,293,836
Amount of Income$8,761,898
Form 990 Revenue Amount$1,074,166
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Single Organization Support



Amount of income in 2008: $8,761,898
Marietta Memorial Health Foundation:  $8,761,898
Other organizations performing similar types of work:  $6,235,546

Assets in 2008: $13,293,836
This organization:  $13,293,836
Other organizations performing similar types of work:  $22,457,426

Expenses in 2002: $662,931
Marietta Memorial Health Foundation:  $662,931
Other organizations performing similar types of work:  $2,311,146

Income to expenses ratio in 2002: 2.3
Marietta Memorial Health Foundation:  2.3
Other organizations performing similar types of work:  1.5

Expenses allocated to program services in 2002: 60.5%
Marietta Memorial Health Foundation:  60.5%
Other organizations performing similar types of work:  84.4%

Grants share in income in 2002: 94.9%
This organization:  94.9%
Other organizations performing similar types of work:  12.0%

Financial snapshot ($)

Revenue for 2002

Assets at end of 2002

Expenses for 2002

Functional Expenses for 2002 ($)

Income-Producing Activities for 2002

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002002
Total revenue$485,405$1,533,021
Contributions, gifts, grants, and similar amounts received$323,649$1,454,607
Contributions to donor advised funds
Direct public support$323,649$1,454,607
Indirect public support$0$0
Government contributions (grants)$0$0
Program service revenue including government fees and contracts$85,382$19,430
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$363,033$280,871
Net rental income or (loss)$0$0
Gross rents$0$0
Less: rental expenses$0$0
Other investment income$0$0
Gain or (loss) from sales of assets other than inventory$-286,659$-221,887
Gross amount from sales of assets other than inventory$4,786,025$2,653,093
Less: cost or other basis and sales expenses$5,072,684$2,874,980
Net income or (loss) from special events and activities$0$0
Gross revenue$0$0
Less: direct expenses other than fundraising expenses$0$0
Gross profit or (loss) from sales of inventory$0$0
Gross sales of inventory, less returns and allowances$0$0
Less: cost of goods sold$0$0
Other revenue$0$0
Total expenses$453,555$662,931
Program services$346,809$401,007
Management and general$106,746$105,900
Fundraising$0$156,024
Payments to affiliates$0$0
Net assets or fund balances at end of year$10,991,896$11,975,908
Excess or (deficit) for the year$31,850$870,090
Net assets or fund balances at beginning of year$4,361,068$9,652,727
Other changes in net assets or fund balances$6,598,978$1,453,091
Statement of Functional Expenses (for 2002)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$662,931$401,007$105,900$156,024
Grants paid from donor advised funds
Other grants and allocations$401,007
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$72,454$0$72,454$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$11,539$0$11,539$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$6,520$0$6,520$0
Legal fees$0$0$0$0
Supplies$1,567$0$1,567$0
Telephone$674$0$674$0
Postage and shipping$1,420$0$1,420$0
Occupancy$3,696$0$3,696$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$1,613$0$1,613$0
Travel$0$0$0$0
Conferences, conventions, and meetings$0$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$1,308$0$1,308$0
Other expenses not covered above$161,133$0$5,109$156,024
Balance Sheets
20002002
Total assets$11,008,921$12,122,230
Cash - non-interest-bearing$1$0
Savings and temporary cash investments$159,538$232,953
Accounts receivable less allowance for doubtful accounts$0$0
Pledges receivable less allowance for doubtful accounts$60,984$1,138,827
Grants receivable$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$0$0
Investments - publicly-traded securities
Investments - other securities$3,145,709$3,269,874
Investments - land, buildings, and equipment less accumulated depreciation$0$0
Investments - other$399,893$7,479,372
Land, buildings, and equipment less accumulated depreciation$4,395$1,204
Other assets, including program-related investments$7,238,401$0
Total liabilities$17,025$146,322
Accounts payable and accrued expenses$17,025$146,322
Grants payable$0$0
Deferred revenue$0$0
Loans from officers, directors, trustees, and key employees$0$0
Tax-exempt bond liabilities$0$0
Mortgages and other notes payable$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$11,008,921$12,122,230
Total net assets or fund balances$10,991,896$11,975,908
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002002
Total revenue$485,405$1,533,021
Total revenue, gains, and other support per audited financial statements$-1,670,900$2,986,112
Other expenses$-2,156,305$1,453,091
Net unrealized gains on investments$-2,156,305$1,453,091
Donated services and use of facilities$0$0
Recoveries of prior year grants$0$0
Other$0$0
Other revenue$0$0
Investment expenses$0$0
Other$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002002
Total expenses$453,555$662,931
Total expenses and losses per audited financial statements$453,555$662,931
Other revenue$0$0
Donated services and use of facilities$0$0
Prior year adjustments$0$0
Losses$0$0
Other$0$0
Other expenses$0$0
Investment expenses$0$0
Other$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2002)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$0$78,414
Program service revenue
Program service revenue 1000000$000$0$30,982
Program service revenue 2000000$000$0$-11,552
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$000$0$0
Dividends and interest from securities000000$000$0$280,871
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$-221,887
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2002)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2002)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2002)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
Enter the total number of donor advised funds owned at the end of the tax year
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isNot controlled by disqualified persons/supports non private foundation
Support Schedule
19992001
Total$0$0
Gifts, grants, and contributions received$0$0
Membership fees received$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0
Net income from unrelated business activities not included above$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0
Other income$0$0
Lobbying Expenditures by Electing Public Charities (for 2002)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Childrens Hospital3333 Burnet Ave, Cincinnati, OH 45229-3026OH1942-03$485,331,509
2The Toledo Hospital Foundation2142 N Cove Blvd, Toledo, OH 43606-3896OH1987-02$197,847,786
3Deaconess Associations Inc311 Straight St, Cincinnati, OH 45219-1018OH1987-07$114,085,825
4Saint Lukes Foundation Of Cleveland Ohio4208 Prospect Ave, Cleveland, OH 44103-4306OH1990-07$113,542,745
5Childrens Medical Center Foundation1 Childrens Plz, Dayton, OH 45404-1898OH1983-05$80,452,786
6Childrens Hospital Foundation1 Perkins Sq, Akron, OH 44308-1063OH1971-08$79,120,252
7Convalescent Hospital For Children & Orphan Asylum3333 Burnet Ave, Cincinnati, OH 45229-3026OH1965-06$71,374,698
8University Internal Medicine Associates Inc2830 Victory Pkwy Ste 310, Cincinnati, OH 45206-3700OH1977-01$46,894,127
9Flower Memorial Hospital Foundation2142 N Cove Blvd, Toledo, OH 43606-3896OH1987-10$43,504,665
10Miami Valley Hospital Foundation40 W 4th St Ste 2100, Dayton, OH 45402-1886OH1982-09$32,302,616
11Bethesda Inc619 Oak Street - Accounting 3 West, Cincinnati, OH 45206OH1983-09$29,943,189
12Genesis Healthcare System -Group Return-2951 Maple Ave, Zanesville, OH 43701-1406OH2001-04$26,801,611
13Grandview Foundation405 W Grand Ave, Dayton, OH 45405-4720OH1999-09$22,413,268
14Foundation Of Firelands1111 Hayes Ave, Sandusky, OH 44870-3323OH1984-04$18,994,291
15Nationwide Childrens Hospital Foundation700 Childrens Dr, Columbus, OH 43205-2664OH2003-10$17,256,781
16Deaconess Health Associations Fund Inc311 Straight St, Cincinnati, OH 45219OH1987-07$16,724,839
17Beechwood Foundation2140 Pogue Ave, Cincinnati, OH 45208-3234OH1995-08$15,092,589
18Medical Center Fund Of Cincinnati2830 Victory Pkwy Ste 160, Cincinnati, OH 45206-2073OH1977-05$12,997,871
19Kettering Medical Center Foundation2110 Leiter Rd, Miamisburg, OH 45342-3660OH1974-12$11,410,684
20Marietta Memorial Health FoundationPO BOX 97, Marietta, OH 45750-0097OH1981-07$8,761,898
21Csa St John Ministries2351 E 22nd St, Cleveland, OH 44115-3111OH1946-03$5,831,027
22Jewish Hospitals Inc3200 Burnet Ave, Cincinnati, OH 45229-3019OH1989-02$4,363,993
23Physicians Charitable Foundation Of Miami Valley500 Kettering Tower 40 N Main St, Dayton, OH 45423OH1981-07$4,104,808
24Acmc Foundation2420 Lake Ave, Ashtabula, OH 44004-4954OH1983-05$1,722,157
25Mccullough-Hyde Memorial Hospital Endowment Fund110 N Poplar St, Oxford, OH 45056-1204OH1974-06$1,381,395
26Licking Memorial Health Foundation1320 W Main St, Newark, OH 43055-3699OH1984-06$982,839
27Childrens Dental Care Foundation Dept Of Pediatrics3333 Burnet Ave, Cincinnati, OH 45229-3026OH1988-05$676,461
28Claiborne Portle Trust Fund 02715 Tr U APO BOX 94651, Cleveland, OH 44101-4651OH1953-06$616,197
29Marion General Hospital Foundation Inc, Marion General Hospital Inc1000 Mckinley Park Dr, Marion, OH 43302-6399OH1986-05$377,810
30John Edward & Ida Grove Bicknell Memorial Fund Helen G Bicknell, N4900 Tiedeman Rd, Brooklyn, OH 44144-2338OH1963-05$-2,095,618
Number of organizations performing similar types of work
Alaska1
Alabama5
Arkansas5
Arizona3
California40
Colorado8
Connecticut11
District of Columbia2
Delaware1
Florida18
Georgia6
Hawaii4
Iowa10
Idaho2
Illinois22
Indiana10
Kansas4
Kentucky4
Louisiana8
Massachusetts15
Maryland18
Maine6
Michigan14
Minnesota8
Missouri15
Mississippi3
North Carolina15
North Dakota2
Nebraska5
New Hampshire1
New Jersey15
New Mexico3
Nevada1
New York27
Ohio37
Oklahoma3
Oregon3
Pennsylvania30
Rhode Island9
South Carolina4
South Dakota2
Tennessee6
Texas28
Utah1
Virginia18
Vermont1
Washington8
Wisconsin10
West Virginia5
Total477

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