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.
55¢ of each $1 spent went to programs.
$132K 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

FY2021 · 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
55%
of spending
Worth a look: 55% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$132K
to officers and key staff · 21% of spending
Worth a look: pay to officers and key staff is 21% of spending; over 20%.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $24.8M in investments, Pt X · Ln 11–13
Fine: 1.0 months of spending in cash; 1 to 3.
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
$215K
0.9% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
21
of 21 voting members
Looks good: 21 of 21 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
-32% vs prior year
Spent
$614K
To programs
55%
Net assets
$24.7M
By yearFY2020–FY2024
Revenue
$1.9M
FY2021▼ -32%
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
$614K
FY2021▲ +31%
Tap a bar for its year
Expenses by fiscal year
FY2020$468K
FY2021$614K
FY2022$602K
FY2023$657K
FY2024$1.6M
Net assets
$24.7M
FY2021▲ +10%
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 FY2021 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 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

55 cents of each dollar spent went to programs.

Program services 55% · $337K Management & general 22% · $135K Fundraising 23% · $143K

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

Something off? Claim to add context

Who runs it and what they're paid

22 people listed on the 990; $132K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & Executive Director
$131,797Pt VII · Sec A
Board Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee (from Jun)
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$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 →

On this list? Claim this org

Something off? Claim to add context

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

Tap to ask. Uvmc Foundation sees how many people are interested.

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

Provided by the organization

Know this org? Add your story

3 programs · $130K · in their own filed words · FY2021
01

Uvmc foundation provided 87 scholarships to 55 students going into the healthcare field AND/OR who are a child of an employee.

$68Kprogram expense
02

Uvmc foundation provides program support to cancer patients. In 2021, the uvmcf defrayed the costs of the medical massage and other therapies by providing these services free of charge to cancer patients.

$54Kprogram expense
03

Uvmc foundation has partnered with miami county educational services to provide mental health aid to miami county schools through hope squad. Hope squad is a school-based, peer-to-peer, suicide prevention program for students with a three-year curriculum that emphasizes suicide prevention fundamentals, self-care and anti-bullying.

$8Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Investment incomeLn 3$1.3M
Gifts and grantsLn 1h$574K
Other incomeLn 4–11$24K
Money outPt IX
$614K
Ln 25
Programscol B$337K
Managementcol C$135K
Fundraisingcol D$143K
Owns and owesPt X
$24.7M
net assets · Ln 32
Cash and savingsLn 1–2$50K
Total assetsLn 16$24.9M
LiabilitiesLn 26$215K
PeoplePt VI, VII
22
listed · VII A
PaidVII A1
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$574K
Noncash giftsLn 1g$24K
Fundraising eventsLn 1c$5K
Investment incomeLn 3$1.3M
Other incomeLn 4–11$24K
Gains on assetsLn 7$659K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$50K
Cash and savings togetherLn 1–2$50K
InvestmentsLn 11–13$24.8M
Total assetsLn 16$24.9M
LiabilitiesLn 26$215K
Net assetsLn 32$24.7M
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 FY21End FY21
Cash and savingsLn 1–2$236K$50K
InvestmentsLn 11–13$22.1M$24.8M
Total assetsLn 16$22.4M$24.9M
LiabilitiesLn 26$50K$215K
Net assetsLn 32$22.4M$24.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$195K$195K
Grants to domestic individualsLn 2$71K$71K
Pay of current officers, directors and key staffLn 5$150K$38K$38K$75K
Other salaries and wagesLn 7$55K$14K$14K$28K
Other employee benefitsLn 9$12K$3K$3K$6K
Investment management feesLn 11f$63K$63K
Other fees for servicesLn 11g$68K$17K$17K$34K
Office expensesLn 13$146$37$37$72
Other expenses (24a–d)Ln 24$128$32$32$64
All other expensesLn 24e$489$122$122$245
Total functional expensesLn 25$614K$337K$135K$143K

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 Viewing $1.9M$614K$1.3M$24.7M 990 PDF
FY2020 $2.8M$468K$2.4M$22.4M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,930,223 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $665,845$574,469
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $2,164,843$1,332,207
I-11 Other revenuePrior year $4,335$23,547
I-12 Total revenuePrior year $2,835,023$1,930,223
I-13 Grants and similar amounts paidPrior year $267,762$265,177
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $125,297$217,351
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $75,419$131,745
I-18 Total expensesPrior year $468,478$614,273
I-19 Revenue less expensesPrior year $2,366,545$1,315,950
Part VI · Governance 21 of 21 board members independent, no flags
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
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 $1,930,223 across 9 lines filed
VIII-1a Federated campaigns$705
VIII-1c Fundraising events$5,211
VIII-1f All other contributions, gifts and grants$568,553
VIII-1g Noncash contributions (included above)$24,182
VIII-1h Total contributions, gifts and grants$574,469
VIII-3 Investment incomeExcluded from tax $673,066$673,066
VIII-7 Net gain or loss on sales of assetsExcluded from tax $659,141$659,141
VIII-8 Net income from fundraising eventsExcluded from tax $23,547$23,547
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $1,355,754$1,930,223
Part IX · Statement of functional expenses $614,273 across 10 lines filed
IX-1 Grants to domestic organizationsPrograms $194,537$194,537
IX-2 Grants to domestic individualsPrograms $70,640$70,640
IX-5 Pay of current officers, directors and key staffPrograms $37,534 · Management $37,534 · Fundraising $75,066$150,134
IX-7 Other salaries and wagesPrograms $13,770 · Management $13,770 · Fundraising $27,539$55,079
IX-9 Other employee benefitsPrograms $3,035 · Management $3,035 · Fundraising $6,068$12,138
IX-11f Investment management feesManagement $63,345$63,345
IX-11g Other fees for servicesPrograms $16,910 · Management $16,909 · Fundraising $33,818$67,637
IX-13 Office expensesPrograms $37 · Management $37 · Fundraising $72$146
IX-24 Other expenses (24a–d)Programs $32 · Management $32 · Fundraising $64$128
IX-24e All other expensesPrograms $122 · Management $122 · Fundraising $245$489
IX-25 Total functional expensesPrograms $336,617 · Management $134,784 · Fundraising $142,872$614,273
Part X · Balance sheet $24,911,225 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $236,408$50,421
X-3 Pledges and grants receivableStart of year $54,712$40,422
X-11 Publicly traded securitiesStart of year $17,968,161$22,205,300
X-12 Other securitiesStart of year $4,141,013$2,615,082
X-16 Total assetsStart of year $22,401,725$24,911,225
X-17 Accounts payable and accrued expenses$41,457
X-25 Other liabilitiesStart of year $50,404$173,936
X-26 Total liabilitiesStart of year $50,404$215,393
X-27 Net assets without donor restrictionsStart of year $17,516,342$20,041,264
X-28 Net assets with donor restrictionsStart of year $4,834,979$4,654,568
X-32 Total net assets or fund balancesStart of year $22,351,321$24,695,832
X-33 Total liabilities and net assetsStart of year $22,401,725$24,911,225
Part XI · Reconciliation of net assets $24,695,832 net assets at year end
XI-1 Total revenue$1,930,223
XI-2 Total expenses$614,273
XI-3 Revenue less expenses$1,315,950
XI-4 Net assets at start of year$22,351,321
XI-5 Net unrealized gains (losses) on investments$1,587,361
XI-9 Other changes in net assets−$558,800
XI-10 Net assets at end of year$24,695,832

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.