Enhance the patient and family experience at upper valley medical center by raising community support for programs and services which help build healthy communities.

501(c)(3) charity; gifts are tax-deductible.
65¢ of each $1 spent went to programs.
$82K 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

FY2020 · 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 $1.1M a year · 57% 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
65%
of spending
Worth a look: 65% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$82K
to officers and key staff · 17% of spending
Fine: pay to officers and key staff is 17% of spending; 15% to 20%.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $22.1M in investments, Pt X · Ln 11–13
Looks good: 6.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $43K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$50K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 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
$2.8M
Spent
$468K
To programs
65%
Net assets
$22.4M
By yearFY2020–FY2024
Revenue
$2.8M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.8M
FY2021$1.9M
FY2022$1.3M
FY2023$1.6M
FY2024$1.6M
Expenses
$468K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$468K
FY2021$614K
FY2022$602K
FY2023$657K
FY2024$1.6M
Net assets
$22.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$22.4M
FY2021$24.7M
FY2022$19.9M
FY2023$21.1M
FY2024$22.6M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 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 May 1998.

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

Where the money goes

65 cents of each dollar spent went to programs.

Program services 65% · $303K Management & general 20% · $94K Fundraising 15% · $71K

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

19 people listed on the 990; $82K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & Executive Director
$81,665Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A

Duanna R Osting’s $159K as President & Executive Director is at the 67th percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking 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 · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Duanna R Osting$158,947$137,626$137,012$131,797$81,665

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.

See Uvmc 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 15aYes

Programs and updates

Supports hospital programs and services to improve patient care and build healthy communities.

Questions for Uvmc Foundation

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Your first name shows with your question. Uvmc Foundation answers here, for everyone.

Provided by the organization

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3 programs · $239K · in their own filed words · FY2020
01

Uvmc foundation provided COVID-19 relief to include personal protective equipment, food & beverages and respite care for healthcare heroes to upper valley medical center and its employees; financial assistance to uvmc employees that had been personally affected by COVID-19; and COVID-19 testing equipment and supplies for testing of…

$136Kprogram expense
02

Uvmc foundation provided 81 scholarships to students going into the healthcare field AND/OR who are a child of an employee.

$58Kprogram expense
03

Uvmc foundation provides program support to cancer patients. In 2020, the uvmcf defrayed the costs of the medical massage and other integrative therapies by providing these services free of charge to cancer patients.

$46Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 4 funders →
Grants paid · 19 grants · $967K · 2020–2024
Upper Valley Medical CenterOH · FY2024$127,375
Unitemized GrantFY2024$69,250
Premier Community HealthOH · FY2024$6,936
Upper Valley Medical CenterOH · FY2023$146,977
Unitemized GrantFY2023$63,902
Premier Health PartnersOH · FY2023$9,608
Premier Community HealthOH · FY2023$7,575
Upper Valley Medical CenterOH · FY2022$131,307
Unitemized GrantFY2022$59,499
Miami County SchoolsFY2022$27,300
Premier Health PartnersOH · FY2022$15,992
Upper Valley Medical CenterOH · FY2021$124,619
Unitemized GrantFY2021$68,250
Premier Health PartnersOH · FY2021$12,703
Miami County SchoolsFY2021$7,600
Upper Valley Medical CenterOH · FY2020$41,757
Premier Health PartnersOH · FY2020$11,553
See all 19 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.8M
Ln 12
Investment incomeLn 3$2.2M
Gifts and grantsLn 1h$666K
Other incomeLn 4–11$4K
Money outPt IX
$468K
Ln 25
Programscol B$303K
Managementcol C$94K
Fundraisingcol D$71K
Owns and owesPt X
$22.4M
net assets · Ln 32
Cash and savingsLn 1–2$236K
Total assetsLn 16$22.4M
LiabilitiesLn 26$50K
PeoplePt VI, VII
19
listed · VII A
PaidVII A1
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$666K
Noncash giftsLn 1g$141K
Investment incomeLn 3$2.2M
Other incomeLn 4–11$4K
Gains on assetsLn 7$1.4M
Total revenueLn 12$2.8M
Assets in detailPt X, end of year
CashLn 1$236K
Cash and savings togetherLn 1–2$236K
InvestmentsLn 11–13$22.1M
Total assetsLn 16$22.4M
LiabilitiesLn 26$50K
Net assetsLn 32$22.4M
OperationsPt I, VI
EmployeesI 52
VolunteersI 625
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 FY20End FY20
Cash and savingsLn 1–2$272K$236K
InvestmentsLn 11–13$20.7M$22.1M
Total assetsLn 16$21.1M$22.4M
LiabilitiesLn 26$516K$50K
Net assetsLn 32$20.6M$22.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$199K$199K
Grants to domestic individualsLn 2$69K$69K
Pay of current officers, directors and key staffLn 5$91K$23K$23K$46K
Other salaries and wagesLn 7$22K$6K$6K$11K
Other employee benefitsLn 9$12K$3K$3K$6K
Investment management feesLn 11f$58K$58K
Other fees for servicesLn 11g$16K$4K$4K$8K
Office expensesLn 13$2K$425$425$848
Total functional expensesLn 25$468K$303K$94K$71K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.6M$1.6M$44K$22.6M 990 PDF
FY2023 $1.6M$657K$958K$21.1M 990 PDF
FY2022 $1.3M$602K$653K$19.9M 990 PDF
FY2021 $1.9M$614K$1.3M$24.7M 990 PDF
FY2020 Viewing $2.8M$468K$2.4M$22.4M 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 M · Noncash O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $2,835,023 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $605,801$665,845
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $836,252$2,164,843
I-11 Other revenuePrior year $0$4,335
I-12 Total revenuePrior year $1,442,053$2,835,023
I-13 Grants and similar amounts paidPrior year $565,114$267,762
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $128,850$125,297
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $102,763$75,419
I-18 Total expensesPrior year $796,727$468,478
I-19 Revenue less expensesPrior year $645,326$2,366,545
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
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
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $2,835,023 across 8 lines filed
VIII-1a Federated campaigns$2,724
VIII-1f All other contributions, gifts and grants$663,121
VIII-1g Noncash contributions (included above)$140,514
VIII-1h Total contributions, gifts and grants$665,845
VIII-3 Investment incomeUnrelated business −$1,696 · Excluded from tax $733,230$731,534
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,433,309$1,433,309
VIII-8 Net income from fundraising eventsExcluded from tax $4,335$4,335
VIII-12 Total revenueRelated to mission $0 · Unrelated business −$1,696 · Excluded from tax $2,170,874$2,835,023
Part IX · Statement of functional expenses $468,478 across 8 lines filed
IX-1 Grants to domestic organizationsPrograms $198,687$198,687
IX-2 Grants to domestic individualsPrograms $69,075$69,075
IX-5 Pay of current officers, directors and key staffPrograms $22,785 · Management $22,785 · Fundraising $45,568$91,138
IX-7 Other salaries and wagesPrograms $5,548 · Management $5,548 · Fundraising $11,097$22,193
IX-9 Other employee benefitsPrograms $2,992 · Management $2,992 · Fundraising $5,982$11,966
IX-11f Investment management feesManagement $58,021$58,021
IX-11g Other fees for servicesPrograms $3,925 · Management $3,925 · Fundraising $7,850$15,700
IX-13 Office expensesPrograms $425 · Management $425 · Fundraising $848$1,698
IX-25 Total functional expensesPrograms $303,437 · Management $93,696 · Fundraising $71,345$468,478
Part X · Balance sheet $22,401,725 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $271,545$236,408
X-3 Pledges and grants receivableStart of year $79,474$54,712
X-4 Accounts receivable$1,431
X-11 Publicly traded securitiesStart of year $16,595,125$17,968,161
X-12 Other securitiesStart of year $4,127,979$4,141,013
X-16 Total assetsStart of year $21,074,123$22,401,725
X-25 Other liabilitiesStart of year $496,126$50,404
X-26 Total liabilitiesStart of year $516,393$50,404
X-27 Net assets without donor restrictionsStart of year $15,847,804$17,516,342
X-28 Net assets with donor restrictionsStart of year $4,709,926$4,834,979
X-32 Total net assets or fund balancesStart of year $20,557,730$22,351,321
X-33 Total liabilities and net assetsStart of year $21,074,123$22,401,725
Part XI · Reconciliation of net assets $22,351,321 net assets at year end
XI-1 Total revenue$2,835,023
XI-2 Total expenses$468,478
XI-3 Revenue less expenses$2,366,545
XI-4 Net assets at start of year$20,557,730
XI-5 Net unrealized gains (losses) on investments−$25,693
XI-9 Other changes in net assets−$547,261
XI-10 Net assets at end of year$22,351,321

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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