2024-11-14T12:18:28+00:00 2023-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990 2023-01-01 314270340 Ohio Hospital Association OHIO 6142217614 65 E State St 500 Columbus OH 43215 Michael Abrams President & CEO 2024-11-14 true Mallory Fairless P10321579 3128997000 2024-11-14 2023 2024-10-15 13:58:12Z X Michael Abrams 65 E State St 500 Columbus OH 43215 21545069 false X www.ohiohospitals.org X 1915 OH The Ohio Hospital Association (OHA) exists to collaborate with member hospitals and health systems to ensure a healthy Ohio. 19 18 60 150 565747 223324 85000 1183853 12441700 13075599 4043160 2378470 0 16569860 16637922 85000 55500 0 10172590 10377244 0 0 3564179 4324587 13821769 14757331 2748091 1880591 71551576 493676495 6384062 420404341 65167514 73272154 The Ohio Hospital Association (OHA) exists to collaborate with member hospitals and health systems to ensure a healthy Ohio. false false Data Services OHA leverages our data and expertise to address the state's most pressing health issues. We lead collaborations with member hospitals and community partners to improve the health outcomes of Ohioans and our local communities. The data services program contains the following areas and participants for 2023: Data Program, 75; Advanced Analytics Market Share, 16; and Statewide Virtual Collaborative, 16, produced quarterly comparator data reports for 125 participating hospitals in the OHA statewide sepsis mortality reduction initiative. Annual Meeting and Education Summit The OHA Annual Meeting offers a premier opportunity to gain valuable insight about statewide industry trends, network with peers and achieve a better understanding of the health care issues and policies most likely to impact member organizations. This three-day event brings together multidisciplinary professionals within OHA's Hospital and Health Systems membership to inspire creative thinking, share innovative approaches, provide professional continuing education and collaborate with peers on issues affecting Ohio hospitals. We provide a setting where OHA members can gather to learn, discuss thoughts, network, share ideas, create new ideas, ignite motivation and expand their knowledge. In 2023, the theme was annual meeting and education summit "Leveraging Our Collaboration" with 1,483 attendees throughout the 3-day event of sessions. Ninety sessions were hosted within 18 tracks and 2,431.2 professional continuing education credits were provided within 10 health care disciplines. Societies OHA Societies provide opportunities for professional development, peer-to-peer networking, and continuing education in the following areas: Facilities Managers (OSHFM), Health Care Attorneys (SOHA), Health Care Risk Managers (OSHRM), Human Resources Administrators (OSHHRA), Nursing Leadership (OONL), Occupational Health Professionals (SOOHP), and Physician Recruiters (ONPR). Membership across these seven societies in 2023 was 2,427 individuals. 0 false true false true false false false false true true false false false true true false true false false false false false false false false false true false true false false false false true false false false false false false true true true false true X 54 0 true 60 true true true false false false true true false false false X 19 18 false false false false true true false true true false false true true true true true true true false false X Kyle Norton 6142217614 65 E State St Suite 500 COLUMBUS OH 43215 Cliff Deveny Secretary/Treasurer 2.0 0 X X 0 0 0 Michael Abrams President & CEO 39.0 1.0 X X 944423 0 221079 Michael Canady Chair 2.0 0 X X 0 0 0 Patti Finn Chair-Elect 2.0 0 X X 0 0 0 Steve Glass Immediate Past Chair 2.0 0 X X 0 0 0 Ben Gill Trustee-at-Large 2.0 0 X 0 0 0 Cliff Megerian MD Trustee-at-large 2.0 0 X 0 0 0 David Phillips Trustee-at-Large 2.0 0 X 0 0 0 Debbie Feldman Trustee-at-Large 2.0 0 X 0 0 0 Don Kline Trustee-at-large 2.0 0 X 0 0 0 Don Malone Trustee-at-large 2.0 0 X 0 0 0 Jack Janoso Trustee-at-Large 2.0 0 X 0 0 0 Jeffrey Graham Trustee-at-Large 2.0 0 X 0 0 0 Lisa Klenke Trustee-at-Large 2.0 0 X 0 0 0 Lorraine Lutton Trustee-at-large 2.0 0 X 0 0 0 Mark Clement Trustee-at-Large 2.0 0 X 0 0 0 Matt Grimshaw Trustee-at-Large 2.0 0 X 0 0 0 Matt Perry Trustee-at-Large 2.0 0 X 0 0 0 Steve Markovich Trustee-at-Large 2.0 0 X 0 0 0 Mary Gallagher Executive VP & Chief of Staff (Through April 2023) 38.0 2.0 X 518602 0 111018 Amy Andres Senior VP, Health Strategy 40.0 0 X 353731 0 96427 James Guliano SENIOR VP/CHIEF CLINICAL OFFICER 35.0 5.0 X 241807 0 103996 Ryan Biles Executive Vice President 40.0 0 X 503618 0 65313 Scott Borgemenke Senior VP, Advocacy 39.0 1.0 X 415269 0 114250 Sean McGlone Senior VP & General Counsel 40.0 0 X 286716 0 115261 Bryn Hunt Assoc.General Counsel & Sr. Dir. Employee Relations 40.0 0 X 174019 0 27296 Eric James Vice President/Chief Information Officer 40.0 0 X 207752 0 24660 Reginald Blake Sparkes Solution Architect 40.0 0 X 141191 0 37533 Roberta Hepler Sr. Director, Public Affairs 40.0 0 X 154001 0 50225 Vadim Koganov Sr. Director, Enterprise Architecture 40.0 0 X 182068 0 76847 4123197 0 1043905 25 false true false Healthcare Strategy Group LLC 9850 Von Allmen Ct Ste 201 Louisville KY 40241 ambulatory and physician market share data 367738 Bricker Graydon LLP 100 S 3rd St Columbus OH 432154291 legal services 353811 Michigan Health & Hospital Association 2112 University Park Dr Okemos MI 48864 unemployment compensation services 153567 ADC Information Technologies Inc 950 Michigan Ave Columbus OH 43215 IT cabling and closet buildout 145577 Design Collective Incorporated 151 E Nationwide Blvd Columbus OH 43215 office renovation 109454 5 948853 235000 1183853 Membership Dues 900099 7970336 7970336 Data & Quality Services 518210 2754078 2754078 Education Services 611710 762606 762606 Unemployment Compensation 561000 565747 565747 Agency Agreements 561000 574647 574647 448185 448185 0 0 13075599 3181073 3181073 0 0 4104544 4837667 69480 -733123 -69480 -802603 -802603 0 0 0 0 0 16637922 12509852 565747 2378470 55500 3364708 834179 4168078 545278 1029329 435672 193174 120698 78000 58348 622435 86922 25488 459581 388107 901914 259308 107302 Dues & Subscriptions 478919 Program and Service Expense 256762 Energy Program 181483 Equipment Maintenance 161840 -55694 14757331 410653636 3699657 4703195 173857 282125 0 0 0 0 572576 2399126 3512945 1744242 393541 1768703 65876375 71247959 0 32006 803564 2621751 71551576 493676495 4638162 8551948 1682571 1198757 0 0 63329 410653636 6384062 420404341 X 64426807 72477930 740707 794224 65167514 73272154 71551576 493676495 1880591 6224049 0 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false 48299427 565746 6493698 460947 54897924 56249088 559594 -8018576 490679 48299427 50719919 592583 5614968 678382 56249088 46187570 655299 5552637 1675587 50719919 39229809 888219 6683349 613807 46187570 1.0 0.0 0.0 false false 1257760 222 1257538 393438 339943 53495 1861747 1404077 457670 1768703 A/P - Related Parties A/P - agency agreement 410653636 410653636 X Schedule D, Part V, Line 4 Intended uses of endowment funds Board Designated for Professional Liabilities Fund - This fund is intended to be used in the event OHA's professional liability insurance environment requires them to re-enter the market. Board Designated for Unemployment Compensation Program - The OHA's Group Unemployment Compensation Program allows tax-exempt hospitals to self-insure unemployment claims rather than participate in the state-funded program. The program consists of claims administration and the surety bond guaranty which requires all non-public, self-insured employers to post a surety bond to ensure their ability to pay claims in the event of financial difficulties. OHA has an agreement with their surety bond insurer to indemnify for the first $1,500,000 in losses. As such, the OHA Board has designated these funds to meet this obligation. Board Designated for Special Litigation Fund - The OHA Litigation Fund provides OHA with the financial resources to initiate legal action, to assist member hospitals in resolving legal issues of statewide and general importance to OHA hospital members and to participate in various types of litigation in order to advocate on behalf of the Ohio hospital community at large. Board Designated for Strategic Issues - The OHA Board approved creation of a Strategic Issues Fund to be drawn upon for specified types of activities and to be used for strategic purposes benefiting OHA's membership as a whole. This fund provides resources enabling OHA to take bold steps when situations call for extraordinary action; either to prevent hardships for hospitals or to optimize their success. Board Designated for Investment Opportunities Fund - This fund is intended to make funds available for investment opportunities to advance OHA's quality agenda. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Internal Revenue Service has ruled that OHA and the Program are tax-exempt organizations as defined under Section 501(c)(6). OHA and the Program are not subject to federal income taxes, except for income from unrelated business activities, if any. Management does not believe there are any significant tax liabilities related to Ohio Healthcare Purchasing, Inc. Accordingly, no provision for federal income taxes has been made in the combined financial statements. Accounting principles generally accepted in the United States of America prescribe recognition thresholds and measurement attributes for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. Tax benefits will be recognized only if the tax position is more likely-than-not sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized will be the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax benefit will be recorded. Management has concluded that they are unaware of any tax benefits or liabilities to be recognized at December 31, 2023 and 2022. true AHA PAC (Fund for Political Education) 800 10th St NW Two CityCenter Ste 400 Washington DC 200014956 362996517 527 30000 voter education Coalition to Protect America's Health Care PO Box 30211 Bethesda MD 208240211 522253225 501(c)(4) 10000 voter education DeWine Husted Inaugural Committee PO Box 163189 Columbus OH 43216 832479480 527 10000 Inaugural Committee sponsorship First Lady's Charitable Foundation PO Box 340734 Columbus OH 43234 871678867 501(c)(3) 5000 fundraising event sponsorship 1 3 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE BOARD OF TRUSTEES AND MANAGEMENT MONITOR THE USE OF GRANTS TO ENSURE THEY ARE USED FOR THEIR INTENDED PURPOSES. X true true X X X X true true false Michael Abrams President & CEO 733020 0 170069 0 41334 0 134653 0 86426 0 1165502 0 0 0 Mary Gallagher Executive VP & Chief of Staff (Through April 2023) 119392 0 0 0 399210 0 12171 0 98847 0 629620 0 0 0 Ryan Biles Executive Vice President 381658 0 76958 0 45002 0 37830 0 27483 0 568931 0 0 0 Scott Borgemenke Senior VP, Advocacy 307015 0 67080 0 41174 0 37830 0 76420 0 529519 0 0 0 James Guliano SENIOR VP/CHIEF CLINICAL OFFICER 187251 0 40906 0 13650 0 23690 0 80306 0 345803 0 0 0 Sean McGlone Senior VP & General Counsel 223360 0 46275 0 17081 0 27510 0 87751 0 401977 0 0 0 Amy Andres Senior VP, Health Strategy 258481 0 59100 0 36150 0 33342 0 63085 0 450158 0 0 0 Eric James Vice President/Chief Information Officer 167280 0 35032 0 5440 0 19258 0 5402 0 232412 0 0 0 Vadim Koganov Sr. Director, Enterprise Architecture 161854 0 18183 0 2031 0 13987 0 62860 0 258915 0 0 0 Bryn Hunt Assoc.General Counsel & Sr. Dir. Employee Relations 148205 0 15602 0 10212 0 17594 0 9702 0 201315 0 0 0 Roberta Hepler Sr. Director, Public Affairs 135428 0 14895 0 3678 0 16470 0 33755 0 204226 0 0 0 Reginald Blake Sparkes Solution Architect 126547 0 13524 0 1120 0 10403 0 27130 0 178724 0 0 0 Schedule J, Part I, Line 1a Health or social club dues or initiation fees Some executive employees hold club memberships for business use. The employees provide monthly statements to the organization listing out any personal use. The employees then reimburse the organization for any personal use. The club memberships are treated as taxable compensation. Schedule J, Part I, Line 4a Severance or change-of-control payment Mary Gallagher, former Executive VP & Chief of Staff, received $302,060 in 2023. OHA also paid medical and dental insurance premiums. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Mike Abrams participates in a SERP 457(f) plan. Amounts includible in income under section 457(f) = $0 Contributions to nonqualified plans (nonvested) = $97,182 Scott Borgemenke participates in a SERP 457(f) plan. Amounts includible in income under section 457(f) = $0 Contributions to nonqualified plans (nonvested) = $0 Erin Biles Family member of Ryan Biles 133094 Employment false Form 990, Part V, Line 2a Common Pay Agent OHIO HOSPITAL ASSOCIATION (OHA) EIN 31-4270340 IS THE COMMON PAYING AGENT FOR THE FOLLOWING RELATED ORGANIZATIONS. THEREFORE, ALL APPLICABLE IRS TAX FILINGS ARE REPORTED BY OHA. - OHIO HOSPITALS GROUP RATED WORKERS COMPENSATION PROGRAM, INC. EIN 31-1314404 - THE RESEARCH & EDUCATIONAL FOUNDATION OF THE OHIO HOSPITAL ASSOCIATION EIN 31-6060347 - OHIO HEALTHCARE PURCHASING EIN 20-0414070 THE TOTAL NUMBER OF EMPLOYEES REPORTED ON FORM W-3 AND FILED BY THE COMMON PAYING AGENT, OHA, FOR THE YEAR ENDED DECEMBER 31, 2023 WAS 60. Form 990, Part VI, Line 15b PROCESS USED TO DETERMINE COMPENSATION OF OTHER OFFICERS THE ORGANIZATION CURRENTLY USES AN OUTSIDE CONSULTANT TO PERIODICALLY PROVIDE A BENCHMARK OF COMPARABLE SALARY RANGES FOR ALL OFFICERS AND KEY EMPLOYEES. OHIO HOSPITAL ASSOCIATION'S COMPENSATION IS BASED ON THE USE OF THIS DATA FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR SIZED ASSOCIATIONS. Form 990, Part VI, Line 1a Executive Committee THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, CHAIR-ELECT, IMMEDIATE PAST CHAIR, SECRETARY/TREASURER, PRESIDENT, AND AN AT-LARGE MEMBER. THE EXECUTIVE COMMITTEE SHALL BE AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF TRUSTEES BETWEEN MEETINGS OF THE BOARD AND SHALL SUBMIT SUCH ACTIONS TO THE BOARD FOR RATIFICATION. Form 990, Part VI, Line 6 Classes of members or stockholders The organization is organized as an Association with organizational members and personal members. Organizational memberships consist of the following: Type I: Hospitals that are general or special that provide inpatient care for those requiring a short term, acute care stay; Type II: All other hospitals that provide inpatient care; Type III: Health Care Systems; Type IV: Other healthcare organizations that are owned or controlled by a hospital (i.e. home care, hospices); Type V: Same as IV, except they are not controlled by hospital; and Type VI: Hospital auxiliaries and other service groups. Type I and Type II members have voting privileges. Personal memberships: persons associated with organizational members. Personal members do not have voting privileges. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE ORGANIZATION IS ORGANIZED AS AN ASSOCIATION WITH ORGANIZATIONAL MEMBERS AND PERSONAL MEMBERS. Members have the following rights with respect to electing members of the governing body: 1.16. Nominations: In accordance with Article VII (Board of Trustees) of the Constitution, nominations for election to the Board of Trustees shall be presented by the Nominating Committee after completion of the process described in this section as follows: 1.16.1. Notification to Membership: The Nominating Committee Chair shall be responsible for notifying the President and the Association office of the names of the persons to be recommended by the Nominating Committee for election to the positions of Chair-Elect, Secretary/Treasurer and Trustees-at-Large thirty (30) days before election. Upon receipt of the slate of nominees recommended by the Nominating Committee for election the Association office shall forward such names to the chief executive officers of those Organizational members entitled to the right to vote. 1.16.2. Additional Nominations: Additional nominations for the offices of Chair-Elect, Secretary/Treasurer and Trustees-at-Large may be brought before the membership in the following manner: 1.16.2.1. Any eligible member may be nominated by written petition of no fewer than thirty (30) chief executive officers of Type I, II or III Organizational members. 1.16.2.2. Nominations by petition must be received in the office of the Association at least fifteen (15) days prior to election. 1.16.2.3. All voting members of the Association shall receive written notification from the Association office of all valid nominations, including those nominations by petition. Form 990, Part VI, Line 11b Review of form 990 by governing body A copy of the organization's final form 990 (including required schedules), as ultimately filed with the IRS, was provided to each voting member of the organization's governing body, officers, and management prior to its filing with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy EACH TRUSTEE, DIRECTOR, PRINCIPAL OFFICER, other officer, key employee, AND MEMBER OF A COMMITTEE WITH BOARD DESIGNATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE DUALITY OF INTEREST AND CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS TAX-EXEMPT AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. After a disclosure, and after any discussions with the interested person, the interested person may be asked by the chairperson to leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. If a conflict of interest exists, the interested person may make a presentation to the board or committee and may be asked to leave the meeting during the discussion of, and the vote on, the arrangement that results in the conflict. After exercising due diligence, the board or committee shall determine whether the company can obtain a more advantageous arrangement with reasonable efforts from a person that would not give rise to a conflict of interest. If that is not reasonably attainable, the board or committee shall determine by a majority vote of the disinterested directors whether the arrangement is in the company's best interest. Form 990, Part VI, Line 15a Process to establish compensation of top management official An independent compensation committee delegated by the Board of Trustees is responsible for the yearly compensation review of the Chief Executive Officer (CEO). Outside consultants, salary surveys, and data from comparable organizations are used in the process of determining the CEO's compensation. This process was performed in 2023 and is documented within the compensation committee minutes. Form 990, Part VI, Line 19 Required documents available to the public The governing documents, conflict of interest policy and financial statements are available upon request from the organization. Form 990, Part VIII, Line 2f Other Program Service Revenue Corporate Partner Program - Total Revenue: 387000, Related or Exempt Function Revenue: 387000, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Other - Total Revenue: 61185, Related or Exempt Function Revenue: 61185, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; OHIO HOSPITALS GROUP RATED WORKERS COMP 65 E State St Ste 500 COLUMBUS OH 43215 311314404 SEE PART VII OH 501(c)(6) OHA true THE RESEARCH AND EDUCATIONAL FOUNDATION DBA THE INSTITUTE FOR HEALTH INNOVA TION 65 E State St Ste 500 COLUMBUS OH 43215 316060347 SEE PART VII OH 501(c)(3) Type I OHA true FRIENDS OF OHIO HOSPITALS 65 E State St Ste 500 COLUMBUS OH 43215 311237308 SEE PART VII OH 527 OHA true Q3 Health Innovation Partners LLC 30 North Third St Suite 600 Harrisburg PA 17101 830909844 Quality Improvement PA OHA Related 0 0 false true 0 OHIO HEALTHCARE PURCHASING INC DBA OHA SOLUTIONS 65 E State St Ste 500 COLUMBUS OH 43215 200414070 PURCHASING CO OH OHA C Corporation -67857 2036415 1 true false false false false false false false false false false false true true true true true true false false THE RESEARCH AND EDUCATIONAL FOUNDATION DBA THE INSTITUTE FOR HEALTH INNOVA TION N 157512 allocation based on employee time THE RESEARCH AND EDUCATIONAL FOUNDATION DBA THE INSTITUTE FOR HEALTH INNOVA TION O 265241 allocation based on employee time THE RESEARCH AND EDUCATIONAL FOUNDATION DBA THE INSTITUTE FOR HEALTH INNOVA TION Q 358665 COST OHIO HEALTHCARE PURCHASING INC DBA OHA SOLUTIONS P 438563 COST OHIO HEALTHCARE PURCHASING INC DBA OHA SOLUTIONS Q 74324 COST Primary Activity 1. Ohio Hospitals Group Rated Workers Comp Primary Activity: The primary purpose of The Ohio Hospitals Group Rated Workers Compensation Program, Inc. is to develop and implement programs that will promote a safe working environment and reduce health care costs. 2. The Research and Educational Foundation Primary Activity: To evaluate, focus, and engage in leading change activities that enable the pursuit of excellence resulting in demonstrable improvement in safety, quality, and health equity in our communities. 3. Friends of Ohio Hospitals Primary Activity: THE ORGANIZATION MAKES CONTRIBUTIONS IN SUPPORT OF POLITICAL CANDIDATES AND PARTIES IN THE INTEREST OF OHIO HOSPITALS.