Ahf Management Corp FY2022 filing

Tax-deductible

Dublin, OH501(c)(3)Health CareEIN 31-1424220Revenue $2.5M in FY2022

On file with the IRS5920 Venture Dr Ste 200, 43017-2237 · Dublin, OHTax-exempt since Jul 2014Supporting org, Type II — 509(a)(3)

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Ahf Management Corp., is a non profit organization that provides Management assistance to related non profit nursing home and assisted living facilities.

501(c)(3) charity; gifts are tax-deductible.
41¢ of each $1 spent went to programs.
$1.1M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $572K a year · 19% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
41%
of spending
Concern: 41% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.1M
to officers and key staff · 43% of spending
Concern: pay to officers and key staff is 43% of spending; over 30%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.6 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$199K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
1
of 5 voting members
Worth a look: 1 of 5 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.5M
-20% vs prior year
Spent
$2.4M
To programs
41%
Net assets
$11.8M
By yearFY2020–FY2024
Revenue
$2.5M
FY2022▼ -20%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.3M
FY2021$3.1M
FY2022$2.5M
FY2023$3.0M
FY2024$3.3M
Expenses
$2.4M
FY2022▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$2.7M
FY2021$2.5M
FY2022$2.4M
FY2023$2.3M
FY2024$2.4M
Net assets
$11.8M
FY2022▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$11.5M
FY2021$12.0M
FY2022$11.8M
FY2023$12.7M
FY2024$13.9M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2014.

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

Where the money goes

41 cents of each dollar spent went to programs.

Program services 41% · $1.0M Management & general 59% · $1.4M

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

11 people listed on the 990; $1.1M paid to officers and key staff.

Part VII, Section A · reportable compensation
$327,700Pt VII · Sec A
Treasurer/Se
$182,511Pt VII · Sec A
VP of Ops
$156,028Pt VII · Sec A
Regional Qa
$138,986Pt VII · Sec A
$114,790Pt VII · Sec A
$78,360Pt VII · Sec A
$60,000Pt VII · Sec A
$0Pt VII · Sec A

Suzanne M Lehman’s $329K as President is at the 91st percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Suzanne M Lehman$328,900$328,900$327,700$326,500$337,500
Mark T Haemmerle—$9,736$182,511$106,251$155,769
Dinah Beerck$171,733$173,697$138,986——
Matt Lehman$156,210$161,001$156,028$156,440$159,769
Kathleen Grimes————$135,937
J Michael Haemmerle$116,423$116,423$114,790$130,659$114,231
Kelli Louden———$109,558—
Jeffrey D Haemmerle$105,843$105,843———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Manages nursing homes and assisted living facilities for related nonprofits.

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Provided by the organization

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1 program · $1.0M · in their own filed words · FY2022
01

Provides management assistance to related non profit nursing home and assisted living facilities.

$1.0Mprogram expense

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$2.5M
Ln 12
Fees for servicesLn 2g$2.6M
Investment incomeLn 3$55K
Money outPt IX
$2.4M
Ln 25
Programscol B$1.0M
Managementcol C$1.4M
Owns and owesPt X
$11.8M
net assets · Ln 32
Cash and savingsLn 1–2$331K
Total assetsLn 16$12.0M
LiabilitiesLn 26$199K
PeoplePt VI, VII
11
listed · VII A
PaidVII A7
Voting boardVI 1a5
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$2.6M
Investment incomeLn 3$55K
Gains on assetsLn 7−$143K
Total revenueLn 12$2.5M
Assets in detailPt X, end of year
CashLn 1$129K
SavingsLn 2$202K
Cash and savings togetherLn 1–2$331K
InvestmentsLn 11–13$3.3M
Land, buildings, equipmentLn 10c$597K
Other assetsLn 15$601
Total assetsLn 16$12.0M
LiabilitiesLn 26$199K
Net assetsLn 32$11.8M
OperationsPt I, VI
EmployeesI 517
VolunteersI 64
Fiscal year endsHeaderDecember
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 FY22End FY22
Cash and savingsLn 1–2$893K$331K
InvestmentsLn 11–13$3.7M$3.3M
Land, buildings, equipmentLn 10c$625K$597K
Total assetsLn 16$12.4M$12.0M
LiabilitiesLn 26$342K$199K
Net assetsLn 32$12.0M$11.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$762K$762K
Other salaries and wagesLn 7$815K$815K
Pension plan contributionsLn 8$55K$55K
Other employee benefitsLn 9$189K$60K$129K
Payroll taxesLn 10$131K$42K$89K
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$388K$388K
OccupancyLn 16$4K$4K
TravelLn 17$33K$33K
Depreciation, depletion and amortizationLn 22$19K$19K
InsuranceLn 23$23K$23K
Other expenses (24a–d)Ln 24$22K$10K$13K
All other expensesLn 24e$966$308$658
Total functional expensesLn 25$2.4M$1.0M$1.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $3.3M$2.4M$834K$13.9M 990 PDF
FY2023 $3.0M$2.3M$704K$12.7M 990 PDF
FY2022 Viewing $2.5M$2.4M$66K$11.8M 990 PDF
FY2021 $3.1M$2.5M$620K$12.0M 990 PDF
FY2020 $3.3M$2.7M$635K$11.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2022 990 (6 parts)
Part I · Summary $2,513,418 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $2,877,362$2,594,244
I-10 Investment incomePrior year $274,832−$87,544
I-11 Other revenuePrior year −$5,390$6,718
I-12 Total revenuePrior year $3,146,804$2,513,418
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,097,728$1,952,058
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $429,341$495,243
I-18 Total expensesPrior year $2,527,069$2,447,301
I-19 Revenue less expensesPrior year $619,735$66,117
Part VI · Governance 1 of 5 board members independent, 1 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members1
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,513,418 across 6 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,594,244$2,594,244
VIII-3 Investment incomeExcluded from tax $55,278$55,278
VIII-6 Net rental income or lossUnrelated business −$6,282−$6,282
VIII-7 Net gain or loss on sales of assetsRelated to mission −$142,822−$142,822
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $13,000$13,000
VIII-12 Total revenueRelated to mission $2,464,422 · Unrelated business −$6,282 · Excluded from tax $55,278$2,513,418
Part IX · Statement of functional expenses $2,447,301 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $761,661$761,661
IX-7 Other salaries and wagesPrograms $815,183$815,183
IX-8 Pension plan contributionsPrograms $55,068$55,068
IX-9 Other employee benefitsPrograms $60,196 · Management $128,743$188,939
IX-10 Payroll taxesPrograms $41,803 · Management $89,404$131,207
IX-11c Accounting feesPrograms $4,300$4,300
IX-11g Other fees for servicesManagement $388,197$388,197
IX-16 OccupancyManagement $4,248$4,248
IX-17 TravelManagement $33,384$33,384
IX-22 Depreciation, depletion and amortizationManagement $18,769$18,769
IX-23 InsurancePrograms $22,900$22,900
IX-24 Other expenses (24a–d)Programs $9,551 · Management $12,928$22,479
IX-24e All other expensesPrograms $308 · Management $658$966
IX-25 Total functional expensesPrograms $1,009,309 · Management $1,437,992 · Fundraising $0$2,447,301
Part X · Balance sheet $11,979,605 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $376,170$128,840
X-2 Savings and temporary cash investmentsStart of year $517,183$202,401
X-4 Accounts receivableStart of year $7,149,485$7,747,470
X-10c Land, buildings and equipment, netStart of year $625,030$597,383
X-11 Publicly traded securitiesStart of year $3,696,224$3,302,910
X-15 Other assetsStart of year $601$601
X-16 Total assetsStart of year $12,364,693$11,979,605
X-17 Accounts payable and accrued expensesStart of year $341,560$199,471
X-26 Total liabilitiesStart of year $341,560$199,471
X-27 Net assets without donor restrictionsStart of year $12,023,133$11,780,134
X-32 Total net assets or fund balancesStart of year $12,023,133$11,780,134
X-33 Total liabilities and net assetsStart of year $12,364,693$11,979,605
Part XI · Reconciliation of net assets $11,780,134 net assets at year end
XI-1 Total revenue$2,513,418
XI-2 Total expenses$2,447,301
XI-3 Revenue less expenses$66,117
XI-4 Net assets at start of year$12,023,133
XI-5 Net unrealized gains (losses) on investments−$317,994
XI-9 Other changes in net assets$8,878
XI-10 Net assets at end of year$11,780,134

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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