Friendly visits, excellent care; every patient, every time.

501(c)(3) charity; gifts are tax-deductible.
51¢ of each $1 spent went to programs.
Run by 15 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $276K a year · 101% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
51%
of spending
Worth a look: 51% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
44 mo
of spending, in cash
Looks good: 43.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$3.2M
43% of total assets
Looks good: liabilities are 43% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 18 voting members
Looks good: 15 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$337K
+6% vs prior year
Spent
$658K
To programs
51%
Net assets
$4.2M
By yearFY2020–FY2025
Revenue
$337K
FY2025▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$239K
FY2021$203K
FY2022$254K
FY2023$289K
FY2024$319K
FY2025$337K
Expenses
$658K
FY2025▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$401K
FY2021$533K
FY2022$535K
FY2023$528K
FY2024$642K
FY2025$658K
Net assets
$4.2M
FY2025▼ -6%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$4.9M
FY2022$4.6M
FY2023$4.6M
FY2024$4.5M
FY2025$4.2M

From the FY2025 Form 990 (year ending June 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 1978.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

51 cents of each dollar spent went to programs.

Program services 51% · $339K Management & general 27% · $176K Fundraising 22% · $144K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

21 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Chairman - Hhs
$0Pt VII · Sec A
Trustee/Manager
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
See Holzer Heritage Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Improves health and well-being for individuals and communities.

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Provided by the organization

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2 programs · $339K · in their own filed words · FY2024
01

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.

$219Kprogram expense
02

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.

$119Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$337K
Ln 12
Fees for servicesLn 2g$319K
Gifts and grantsLn 1h$11K
Investment incomeLn 3$7K
Money outPt IX
$658K
Ln 25
Programscol B$339K
Managementcol C$176K
Fundraisingcol D$144K
Owns and owesPt X
$4.2M
net assets · Ln 32
Cash and savingsLn 1–2$2.4M
Total assetsLn 16$7.4M
LiabilitiesLn 26$3.2M
PeoplePt VI, VII
21
listed · VII A
PaidVII A0
Voting boardVI 1a18
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$11K
Fees for servicesLn 2g$319K
Investment incomeLn 3$7K
Total revenueLn 12$337K
Assets in detailPt X, end of year
CashLn 1$2.4M
Cash and savings togetherLn 1–2$2.4M
InvestmentsLn 11–13$196K
Land, buildings, equipmentLn 10c$4.1M
Other assetsLn 15$627K
Total assetsLn 16$7.4M
LiabilitiesLn 26$3.2M
Net assetsLn 32$4.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 615
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$2.1M$2.4M
InvestmentsLn 11–13$191K$196K
Land, buildings, equipmentLn 10c$4.3M$4.1M
Total assetsLn 16$7.3M$7.4M
LiabilitiesLn 26$2.8M$3.2M
Net assetsLn 32$4.5M$4.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$263K$65K$98K$100K
Other employee benefitsLn 9$64K$16K$23K$25K
Payroll taxesLn 10$15K$4K$6K$5K
Other fees for servicesLn 11g$36K$12K$24K
Office expensesLn 13$40K$12K$18K$10K
Information technologyLn 14$3K$3K
OccupancyLn 16$34K$27K$8K
TravelLn 17$3$3
Depreciation, depletion and amortizationLn 22$199K$199K
Other expenses (24a–d)Ln 24$4K$4K$120
Total functional expensesLn 25$658K$339K$176K$144K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $337K$658K−$321K$4.2M 990 PDF
FY2024 $319K$642K−$324K$4.5M 990 PDF
FY2023 $289K$528K−$238K$4.6M 990 PDF
FY2022 $254K$535K−$282K$4.6M 990 PDF
FY2021 $203K$533K−$330K$4.9M 990 PDF
FY2020 $239K$401K−$163K$1.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $337,480 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $19,725$10,874
I-9 Program service revenuePrior year $291,907$319,413
I-10 Investment incomePrior year $6,947$7,193
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $318,579$337,480
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $318,035$341,955
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $324,127$316,520
I-18 Total expensesPrior year $642,162$658,475
I-19 Revenue less expensesPrior year −$323,583−$320,995
Part VI · Governance 15 of 18 board members independent, 1 to look at
VI-1a Voting members of the governing body18
VI-1b Independent voting members15
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $337,480 across 5 lines filed
VIII-1f All other contributions, gifts and grants$10,874
VIII-1h Total contributions, gifts and grants$10,874
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $319,413$319,413
VIII-3 Investment incomeExcluded from tax $7,193$7,193
VIII-12 Total revenueRelated to mission $319,413 · Unrelated business $0 · Excluded from tax $7,193$337,480
Part IX · Statement of functional expenses $658,475 across 10 lines filed
IX-7 Other salaries and wagesPrograms $65,054 · Management $97,772 · Fundraising $100,230$263,056
IX-9 Other employee benefitsPrograms $15,980 · Management $22,981 · Fundraising $25,040$64,001
IX-10 Payroll taxesPrograms $3,536 · Management $6,350 · Fundraising $5,012$14,898
IX-11g Other fees for servicesPrograms $12,020 · Management $23,635$35,655
IX-13 Office expensesPrograms $11,860 · Management $17,806 · Fundraising $9,944$39,610
IX-14 Information technologyFundraising $3,391$3,391
IX-16 OccupancyPrograms $26,805 · Management $7,569$34,374
IX-17 TravelManagement $3$3
IX-22 Depreciation, depletion and amortizationPrograms $199,247$199,247
IX-24 Other expenses (24a–d)Programs $4,120 · Management $120$4,240
IX-25 Total functional expensesPrograms $338,622 · Management $176,236 · Fundraising $143,617$658,475
Part X · Balance sheet $7,376,906 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $2,120,705$2,408,215
X-4 Accounts receivableStart of year $48,361$54,534
X-8 Inventories for sale or useStart of year $3,667$3,737
X-10c Land, buildings and equipment, netStart of year $4,286,758$4,087,512
X-13 Program-related investmentsStart of year $191,340$195,574
X-15 Other assetsStart of year $620,231$627,334
X-16 Total assetsStart of year $7,271,062$7,376,906
X-17 Accounts payable and accrued expensesStart of year $1,614$2,877
X-19 Deferred revenueStart of year $5,591$5,975
X-25 Other liabilitiesStart of year $2,801,798$3,177,993
X-26 Total liabilitiesStart of year $2,809,003$3,186,845
X-27 Net assets without donor restrictionsStart of year $2,850,770$2,529,775
X-28 Net assets with donor restrictionsStart of year $1,611,289$1,660,286
X-32 Total net assets or fund balancesStart of year $4,462,059$4,190,061
X-33 Total liabilities and net assetsStart of year $7,271,062$7,376,906
Part XI · Reconciliation of net assets $4,190,061 net assets at year end
XI-1 Total revenue$337,480
XI-2 Total expenses$658,475
XI-3 Revenue less expenses−$320,995
XI-4 Net assets at start of year$4,462,059
XI-9 Other changes in net assets$48,997
XI-10 Net assets at end of year$4,190,061

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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