2026-05-14T11:11:57-05:00 2025-06-30 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2024-07-01 311156690 HOLZER HEALTH SYSTEM HOLZ 7404465060 100 JACKSON PIKE GALLIPOLIS OH 45631 TROY MILLER CFO 7404465060 2026-05-11 1 1 AMY CIMINELLO P00796388 6148493000 2026-05-11 2024 2025-03-06 01:10:19Z RODNEY STOUT 100 JACKSON PIKE GALLIPOLIS OH 45631 138549251 0 X WWW.HOLZER.ORG X 1985 OH THE PRIMARY EXEMPT PURPOSE OF HOLZER HEALTH SYSTEM IS TO ACT AS THE MANAGING PARENT, SOLE VOTING MEMBER OF THE FOLLOWING 501(C)(3) ENTITIES, WHOSE PRIMARY PURPOSES ARE TO MEET THE HEALTHCARE NEEDS OF THEIR COMMUNITIES: HOLZER HOSPITAL FOUNDATION, HOLZER MEDICAL CENTER-JACKSON, HOLZER SENIOR CARE CENTER, HOLZER ASSISTED LIVING-GALLIPOLIS, HOLZER ASSISTED LIVING-JACKSON, HOLZER FOUNDATION AND HOLZER VANGUARD, A FOR-PROFIT SUBSIDIARY. 24 0 874 2 0 0 153938 245232 131092546 137842773 -191077 27405 67034 67094 131122441 138182504 0 250294 0 0 106961873 111200899 0 0 53932 71235400 71974554 178197273 183425747 -47074832 -45243243 126864754 121011473 138209070 132733253 -11344316 -11721780 FRIENDLY VISITS, EXCELLENT CARE; EVERY PATIENT, EVERY TIME. 0 0 106838852 250294 133591588 HOLZER CLINIC, LLC IS A MULTIPLE DISCIPLINE HEALTH CARE SYSTEM OF OVER 160 PROVIDERS PROVIDING CARE IN MORE THAN THIRTY-FOUR AREAS OF EXPERTISE. 720507 0 815623 HOLZER DENTAL CLINIC-JACKSON STRIVES TO IMPROVE THE DENTAL HEALTH STATUS OF THE PEOPLE AND COMMUNITIES WE SERVE. 2339340 0 3435562 HOLZER HEALTH SYSTEM PROVIDED MANAGEMENT SERVICES/REAL ESTATE TO ITS SUBSIDIARIES WHOSE EXEMPT PURPOSES ARE TO MEET THE HEALTHCARE NEEDS OF THEIR COMMUNITIES. 109898699 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 94 0 1 874 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TROY MILLER 7404465000 100 JACKSON PIKE GALLIPOLIS OH 45631 DR JONATHAN MATHIS TRUSTEE/PHYSICIAN 47.00 3.00 X 393880 0 7520 DR RODNEY STOUT CEO 46.00 4.00 X X 637605 0 10755 DR PHILLIP LONG TRUSTEE/RADIOLOGIST 49.00 1.00 X 528667 0 9157 DR DANIELLE CAPPELLETTI TRUSTEE/PHYSICIAN 49.00 1.00 X 365544 0 6240 MICHAEL HAYNES CFO 47.00 3.00 X X 399506 0 7990 TODD FOWLER TRUSTEE/CHIEF OPERATING OFFICER 49.00 1.00 X X 399384 0 7988 TROY MILLER TRUSTEE/CHIEF STRATEGY OFFICER 50.00 0.00 X X 398780 0 6102 ELLEN GARLING TRUSTEE/CHIEF LEGAL OFFICER 50.00 0.00 X X 398948 0 0 LISA DETTY TRUSTEE/CHIEF NURSING OFFICER 50.00 0.00 X X 405261 0 7971 DR CHRIS MARAZON TRUSTEE/PHYSICIAN 49.00 1.00 X 394321 0 6942 BRENT SAUNDERS TRUSTEE 47.00 3.00 X 112850 0 992 DR JARED SHEETS TRUSTEE/PHYSICIAN 49.00 1.00 X 449744 0 7267 NICOLETTE JONES TRUSTEE/CHIEF MEDICAL OFFICER 50.00 0.00 X X 489673 0 8982 DR LYNDON GAINES TRUSTEE/PHYSICIAN 49.00 1.00 X 362149 0 5112 DR AMANDA MCCONNELL TRUSTEE 1.00 49.00 X 706679 0 11500 GERALD ROACH CHAIRMAN 47.00 3.00 X X 202833 0 3121 LARRY KIDD VICE CHAIR 1.00 3.00 X X 24000 0 0 PAUL REED TRUSTEE 1.00 3.00 X 24000 0 0 ROBBIE PUGH TRUSTEE 1.00 3.00 X 24000 0 0 ROBERT GRILLO TRUSTEE 1.00 3.00 X 24000 0 0 TOM WISEMAN TRUSTEE 1.00 3.00 X 24000 0 0 KIM KELLY TRUSTEE 1.00 3.00 X 24000 0 0 PATRICK SAUNDERS TRUSTEE 1.00 3.00 X 0 0 0 CLAYTON NEWMAN TRUSTEE 1.00 3.00 X 0 0 0 DR DEAN SICILIANO PHYSICIAN 50.00 0.00 X 2225336 0 15000 DR STEVEN CONLEY PHYSICIAN 50.00 0.00 X 2202960 0 11500 DR CHARLES BISHOP PHYSICIAN 50.00 0.00 X 1177561 0 10250 DR GREGORY CHARLES KLOEHN PHYSICIAN 50.00 0.00 X 1074178 0 8010 DR CHARLES ZIERENBERG PHYSICIAN 50.00 0.00 X 1023860 0 0 14493719 0 152399 195 0 1 0 OHIO VALLEY PHYSICIANS INC PO BOX 390 HUNTINGTON WV 25708 EMERGENCY DEPT. STAFFING 18540061 SAVISTA LLC 200 NORTH POINT CENTER E STE 101 APLHARETTA GA 30022 MEDICAL CODING & MANAGEMENT SERVICES 1598674 JACKSON & COKER LOCUMTENENS LLC 2655 NORTHWINDS PARKWAY APLHARETTA GA 30009 PHYSICIAN STAFFING 1054706 DELTA LOCUM TENENS PO BOX 202940 DALLAS TX 75320 PHYSICIAN STAFFING 549004 EPSTEIN BECKER & GREEN PC 250 WEST STREET SUITE 300 COLUMBUS OH 43215 LEGAL SERVICES 369331 18 245232 245232 NET PATIENT SERVICE REVENUE 621110 132953642 132953642 RENTALS TO AFFILIATES 561000 3435562 3435562 COMPREHENSIVE PRIMARY CARE REVENU 621110 1453569 1453569 137842773 189617 189617 44232 6189 38043 38043 38043 134384 63962 172692 187866 -38308 -123904 -162212 -162212 VENDOR REBATE 900099 29051 29051 29051 138182504 137842773 0 94499 X 250294 250294 6781770 6781770 82256557 59558513 22698044 755767 346111 409656 16626053 5242658 11383395 4780752 2496763 2283989 4509236 7574 4501662 799006 799006 649877 649877 37083588 24100089 12983499 60275 3298 3045 53932 5629471 3487431 2142040 2746561 3055 2743506 880553 419828 460725 716317 261399 454918 2032067 1559345 472722 4429612 890121 3539491 1470753 1250098 220655 BAD DEBT EXPENSE 8568226 8568226 MEDICAL SUPPLIES 1130443 1111894 18549 DUES AND MEMBERSHIPS 836286 169296 666990 LICENSURE FEES 384071 160868 223203 48212 11838 36374 183425747 109898699 73473116 53932 22174039 14896770 15836948 16284526 3881670 3457553 106721497 43199410 66386510 63522087 5276542 5625298 103081 103091 3904000 3904000 9301964 13218148 126864754 121011473 26095626 26815648 -3397154 -3203951 109056764 103082642 6453834 6038914 138209070 132733253 X -11344316 -11721780 -11344316 -11721780 126864754 121011473 X -45243243 129710 44736069 X X 0 1 X 1 1 1 X X 4 HOLZER HOSPITAL FOUNDATION 314379491 3 1 0 557629 HOLZER MEDICAL CENTER-JACKSON 311724085 3 1 0 0 HOLZER SENIOR CARE CENTER 311534051 10 1 0 0 HOLZER HERITAGE FOUNDATION 310927482 7 1 0 0 4 0 557629 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, PART IV, SECTION D, LINE 3: HOLZER HEALTH SYSTEMS' BOARD OVERLAPS WITH THE BOARD OF THE SUPPORTING ORGANIZATIONS. THIS OVERLAP CAUSES THE SUPPORTED ORGANIZATIONS TO HAVE A SIGNIFICANT VOICE OVER THE HOLZER HEALTH SYSTEM. SCHEDULE A, PART IV, SECTION E, LINE 3A: HOLZER HEALTH SYSTEM IS THE SOLE MEMBER OF EACH OF ITS SUPPORTED ORGANIZATIONS. SCHEDULE A, PART IV, SECTION E, LINE 3B: DECISIONS MADE BY THE BOARD OF DIRECTORS OF EACH SUPPORTED ORGANIZATION CAN BE OVERRULED BY THE BOARD OF DIRECTORS OF HOLZER HEALTH SYSTEM. 0 0 0 0 0 0 0 0 1 3115 3115 0 PART II-B, LINE 1: A PORTION OF DUES PAID TO THE OHIO HOSPITAL ASSOCIATION ARE CONSIDERED LOBBYING ACTIVITIES. IN TOTAL $69,223 WERE PAID TO OHA OF WHICH $3,115 ARE CONSIDERED LOBBYING ACTIVITIES. 6657112 6657112 86550306 40146730 46403576 12501184 3017749 9483435 1012895 34931 977964 63522087 RELATED PARTY RECEIVABLES 13218148 13218148 RELATED PARTY PAYABLES 5128914 OTHER LONG TERM LIABILITIES 910000 6038914 0 ALEXANDER LOCAL SCHOOL DISTRICT 6091 AYERS ROAD ALBANY OH 45710 310677934 GOV 15000 0 SCOREBOARD ATHENS COUNTY JUNIOR FAIR LIVESTOCK SALE PO BOX 669 ATHENS OH 45701 314392680 501(C)(3) 5980 0 GENERAL SUPPORT CITY OF GALLIPOLIS 333 3RD AVE GALLIPOLIS OH 45631 316400226 GOV 9500 0 GALLIPOLIS IN LIGHTS GALA & FIREWORK SHOW GALLIA COUNTY JUNIOR FAIR PO BOX 931 GALLIPOLIS OH 45631 316050367 501(C)(3) 40460 0 GENERAL SUPPORT GALLIPOLIS CITY SCHOOLS 61 STATE ST GALLIPOLIS OH 45631 316400494 GOV 10000 0 ACADEMIC AWARDS JACKSON COUNTY LIVESTOCK COMMITTEE PO BOX 382 WELLSTON OH 45692 316060324 501(C)(3) 5731 0 GENERAL SUPPORT MASON COUNTY FAIR INC PO BOX 334 POINT PLEASANT WV 25550 550628521 501(C)(3) 11512 0 GENERAL SUPPORT MEIGS COUNTY AGRICULTURAL SOCIETY 42455 WOODS RD COOLVILLE OH 45723 316050537 501(C)(3) 5180 0 GENERAL SUPPORT OHIO UNIVERSITY 1 OHIO UNIVERSITY RIDGES BLVD 18 FL3 ATHENS OH 45701 316402113 501(C)(3) 8508 0 GENERAL SUPPORT THE ROOT SPORTS & FITNESS 72 HOLLAND DR GALLIPOLIS OH 45631 462583925 13335 0 GENERAL SUPPORT UNIVERSITY OF RIO GRANDE - ATHLETIC DEPARTMENT 218 N COLLEGE AVE RIO GRANDE OH 45674 314379537 501(C)(3) 13500 0 GENERAL SUPPORT 9 2 X X X X 0 0 0 0 0 0 0 0 0 DR DEAN SICILIANO PHYSICIAN 2225336 0 0 0 0 0 15000 0 0 0 2240336 0 0 0 DR STEVEN CONLEY PHYSICIAN 2202960 0 0 0 0 0 11500 0 0 0 2214460 0 0 0 DR CHARLES BISHOP PHYSICIAN 1177561 0 0 0 0 0 10250 0 0 0 1187811 0 0 0 DR GREGORY CHARLES KLOEHN PHYSICIAN 1074178 0 0 0 0 0 8010 0 0 0 1082188 0 0 0 DR CHARLES ZIERENBERG PHYSICIAN 1023860 0 0 0 0 0 0 0 0 0 1023860 0 0 0 DR AMANDA MCCONNELL TRUSTEE 706679 0 0 0 0 0 11500 0 0 0 718179 0 0 0 DR RODNEY STOUT CEO 637605 0 0 0 0 0 10755 0 0 0 648360 0 0 0 DR PHILLIP LONG TRUSTEE/RADIOLOGIST 528667 0 0 0 0 0 9157 0 0 0 537824 0 0 0 NICOLETTE JONES TRUSTEE/CHIEF MEDICAL OFFICER 489673 0 0 0 0 0 8982 0 0 0 498655 0 0 0 DR JARED SHEETS TRUSTEE/PHYSICIAN 449744 0 0 0 0 0 7267 0 0 0 457011 0 0 0 LISA DETTY TRUSTEE/CHIEF NURSING OFFICER 405261 0 0 0 0 0 7971 0 0 0 413232 0 0 0 MICHAEL HAYNES CFO 399506 0 0 0 0 0 7990 0 0 0 407496 0 0 0 TODD FOWLER TRUSTEE/CHIEF OPERATING OFFICER 399384 0 0 0 0 0 7988 0 0 0 407372 0 0 0 TROY MILLER TRUSTEE/CHIEF STRATEGY OFFICER 398780 0 0 0 0 0 6102 0 0 0 404882 0 0 0 DR JONATHAN MATHIS TRUSTEE/PHYSICIAN 393880 0 0 0 0 0 7520 0 0 0 401400 0 0 0 DR CHRIS MARAZON TRUSTEE/PHYSICIAN 394321 0 0 0 0 0 6942 0 0 0 401263 0 0 0 ELLEN GARLING TRUSTEE/CHIEF LEGAL OFFICER 398948 0 0 0 0 0 0 0 0 0 398948 0 0 0 DR DANIELLE CAPPELLETTI TRUSTEE/PHYSICIAN 365544 0 0 0 0 0 6240 0 0 0 371784 0 0 0 DR LYNDON GAINES TRUSTEE/PHYSICIAN 362149 0 0 0 0 0 5112 0 0 0 367261 0 0 0 GERALD ROACH CHAIRMAN 202833 0 0 0 0 0 3121 0 0 0 205954 0 0 0 BRYNN NOE DAUGHTER OF BRENT SAUNDERS 75000 W-2 COMPENSATION 0 JODI LYNN HAYNES WIFE OF MICHAEL HAYNES 31231 W-2 COMPENSATION 0 JENNIFER GAINES WIFE OF LYNDON GAINES 60487 W-2 COMPENSATION 0 MEGHAN MILLER WIFE OF TROY MILLER 72566 W-2 COMPENSATION 0 AUBREY LONG DAUGHTER OF PHILLIP LONG 19381 W-2 COMPENSATION 0 KATHLEEN MCCAULEY DAUGHTER OF PHILLIP LONG 268791 W-2 COMPENSATION 0 FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER AND THE CFO REVIEW FORM 990 AND A COPY WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS THE ADOPTED POLICIES OF HOLZER MEDICAL CENTER- JACKSON AND HOLZER HOSPITAL FOUNDATION, RELATED TAX-EXEMPT ORGANIZATIONS. CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND OFFICERS, AND ARE REVIEWED BY THE CONFLICT OF INTEREST REVIEW COMMITTEE. MEMBERS OF THE BOARD ARE AWARE THAT THEY SHOULD DISCLOSE CONFLICTS WHEN THEY ARISE, AND MEMBERS ABSTAIN FROM PARTICIPATING IN DISCUSSIONS OR VOTING ON MATTERS WHERE A CONFLICT IS PRESENT. FORM 990, PART VI, SECTION B, LINE 15 THE HOLZER HEALTH SYSTEM BOARD APPROVES COMPENSATION OF THE CEO AND OTHER OFFICERS. THE BOARD UTILIZES WAGE RECOMMENDATIONS FROM AN UNRELATED CONSULTANT TO DETERMINE THE COMPENSATION. THE CEO MAY BE INVOLVED IN DETERMINING OTHER OFFICERS' COMPENSATION, HOWEVER THE ULTIMATE DECISION RESTS WITH THE BOARD. THE PROCESS WAS LAST UNDERTAKEN DURING 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION DOES NOT HAVE ITS OWN CONFLICT OF INTEREST POLICY. FORM 990, PART IX, LINE 11G MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 23,808,072. MANAGEMENT AND GENERAL EXPENSES 3,445,921. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,253,993. FOOD SERVICES: PROGRAM SERVICE EXPENSES 17,703. MANAGEMENT AND GENERAL EXPENSES 179,548. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 197,251. RECRUITMENT SERVICES: PROGRAM SERVICE EXPENSES 156,620. MANAGEMENT AND GENERAL EXPENSES 1,866,241. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,022,861. HUMAN RESOURCE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 596,942. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 596,942. MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 117,351. MANAGEMENT AND GENERAL EXPENSES 4,492,224. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,609,575. ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 343. MANAGEMENT AND GENERAL EXPENSES 2,402,623. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,402,966. FORM 990, PART XI, LINE 9: NET TRANSFERS FROM (TO) HOLZER HOSPITAL FOUNDATION 44,736,069. FORM 990, PART XI, LINE 2C THE AUDIT OVERSIGHT PROCESS AND THE PROCESS OF SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART VI, LINE 16 THE ORGANIZATION DOES NOT HAVE IN PLACE A WRITTEN POLICY TO EVALUATE ITS PARTICIPATION IN JOINT VENTURES, HOWEVER IT MAKES SURE TO TAKE THE NECESSARY PRECAUTIONS TO SAFEGUARD ITS TAX-EXEMPT STATUS. IN ADDITION, LEGAL COUNSEL IS CONSULTED BEFORE CONSIDERING A NEW JOINT VENTURE. FORM 990, PART II: TROY MILLER IS AN AUTHORIZED SIGNER OF FORM 990S. HE WAS APPOINTED INTERIM CFO IN SEPTEMBER 2025, AND LATER NAMED AS THE PERMANENT CFO. HOLZER DENTAL CLINIC JACKSON 100 JACKSON PIKE GALLIPOLIS OH 45631 275346256 HEALTHCARE OH 815623 1307075 HOLZER HEALTH SYSTEM HOLZER CLINIC LLC 90 JACKSON PIKE GALLIPOLIS OH 45631 310917085 PHYSICIAN PRACTICES OH 133522274 34412483 HOLZER HEALTH SYSTEM HOLZER HERITAGE FOUNDATION 100 JACKSON PIKE GALLIPOLIS OH 45631 310927482 CONTINUING ADVANCEMENT OF HEALTH AND MEDICAL CARE OH 501(C)(3) LINE 10 HOLZER HEALTH SYSTEM 1 HOLZER MEDICAL CENTER - JACKSON 100 JACKSON PIKE GALLIPOLIS OH 45631 311724085 HEALTH CARE OH 501(C)(3) LINE 3 HOLZER HEALTH SYSTEM 1 HOLZER SENIOR CARE CENTER 380 COLONIAL DRIVE BIDWELL OH 45614 311534051 SKILLED NURSING FACILITY OH 501(C)(3) LINE 10 HOLZER HEALTH SYSTEM 1 HOLZER HOSPITAL FOUNDATION 100 JACKSON PIKE GALLIPOLIS OH 45631 314379491 HEALTH CARE OH 501(C)(3) LINE 3 HOLZER HEALTH SYSTEM 1 HOLZER VANGUARD INC 100 JACKSON PIKE GALLIPOLIS OH 45631 311192567 STOCK HOLDING COMPANY OH HOLZER HEALTH SYSTEM C 5086933 5996002 1.00000 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 1 HOLZER HOSPITAL FOUNDATION L 45185522 ACCRUAL TRANSACTION HOLZER HOSPITAL FOUNDATION J 108176 ACCRUAL TRANSACTION HOLZER HOSPITAL FOUNDATION K 539751 ACCRUAL TRANSACTION