TY 2019 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) Chip Hubbs Chair	1.0 ................. 1.0	X	X		0	0	0
(2) Cynthia Moore-Hardy Chair-Elect	1.0 ................. 0	X	X		0	0	0
(3) Kevin Webb Secretary/ Treasurer	1.0 ................. 1.0	X	X		0	0	0
(4) Michael Abrams President & CEO	1.0 ................. 39.0	X	X		0	833,321	92,104
(5) Anthon Brooks Trustee-at-Large	1.0 ................. 0	X			0	0	0
(6) Bruce White Past Chair	1.0 ................. 3.0	X			0	0	0
(7) Heidi Gartland Trustee-at-Large	1.0 ................. 1.0	X			0	0	0
(8) James Pancoast Member-at-Large	1.0 ................. 0	X			0	0	0
(9) Jeffrey Klingler Trustee-at-Large	1.0 ................. 0	X			0	0	0
(10) LeeAnn Lucas-Helber Trustee-at-Large	1.0 ................. 0	X			0	0	0
(11) Phillip Ennen TRUSTEE-AT-LARGE	1.0 ................. 0	X			0	0	0
(12) Rob Montagnese Trustee-at-Large	1.0 ................. 0	X			0	0	0
(13) Scott Malaney Trustee-at-Large	1.0 ................. 0	X			0	0	0
(14) Thomas Stover Trustee-at-Large	1.0 ................. 0	X			0	0	0
(15) William Harding Trustee-at-Large	1.0 ................. 0	X			0	0	0
(16) Mary Gallagher Executive VP & Chief of Staff	1.0 ................. 39.0		X		0	419,761	96,699
(17) James Guliano Vice President, Quality Programs	32.0 ................. 8.0			X	197,038	0	40,713

(A) Name and business address	(B) Description of services	(C) Compensation
Battelle Memorial Institute 505 King Ave Columbus,OH43201	Research	887,280
JOINT COMMISSION RESOURCES 1515 WEST 22ND STREET OAKBROOK,IL60523	CONTINUED SURVEY READINESS	493,128
ECRI INSTITUTE 5200 BUTLER PIKE PLYMOUTH MEETING,PA19462	PATIENT SAFETY ORGANIZATION	279,972
Health Services Advisory Group Inc 3133 E Camelback Road Ste 100 Phoenix,AZ85016	Hospital Improvement Innovation Network	220,953
SHESS LLC 9643 Valentine Road SW Stoutsville,OH43154	Hospital Improvement Innovation Network	124,731
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 5

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

The Research & Educational Foundation of the Ohio Hospital Association

Employer identification number

31-6060347

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................1

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iii) Type of organization (described on lines 1- 10 above (see instructions))	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN		Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(A) OHIO HOSPITAL ASSOCIATION	314270340	9	Yes		0	0

Total 1					0	0

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Yes

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Yes

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Yes

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Yes

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Yes

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
Schedule A, Part IV, Section A, Line 3b Qualified Under 501C(4)(5) Or (6)	The organization, using input from the supported organization, completes a pro forma Schedule A, Part III annually to confirm the supported organization meets the Section 509(a)(2) public support test. The support calculation is maintained in the supporting organization's files.
Schedule A, Part IV, Section A, Line 3c Support To Org. Used Exclusively Sec. 170(c)(2)(B) Purposes	The supporting organization does not provide monetary support to its supported organization. If the filing organization were to provide monetary support to its supported organization, it would ensure such support is used solely for charitable purposes.

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:	19010655
Software Version:	2019v5.0

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

The Research & Educational Foundation of the Ohio Hospital Association

Employer identification number

31-6060347

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization The Research & Educational Foundation of the Ohio Hospital Association

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization The Research & Educational Foundation of the Ohio Hospital Association		Employer identification number 31-6060347

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization The Research & Educational Foundation of the Ohio Hospital Association			Employer identification number 31-6060347
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data

Software ID:	19010655
Software Version:	2019v5.0

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

The Research & Educational Foundation of the Ohio Hospital Association

Employer identification number

31-6060347

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

Permanent endowment SchDMd Bullet

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	482,118
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	5,411,347
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	409,239
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	0
e	Add lines 2a through 2d .....................			2e	409,239
3	Subtract line 2e from line 1..................			3	5,002,108
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b	0
c	Add lines 4a and 4b....................			4c	0
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	5,002,108

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	4,248,498
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	0
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	4,248,498
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b	0
c	Add lines 4a and 4b.....................			4c	0
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	4,248,498

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

The Internal Revenue Service has ruled that the Foundation is a tax exempt organization as defined under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for federal income taxes has been made in the financial statements. Additionally, the Foundation has been determined not to be a private foundation under Section 509(a) of the U.S. Internal Revenue Code. 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, 2019 and 2018. The Foundation does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Foundation would recognize interest and penalties related to the unrecognized tax benefits in interest and income tax expense, respectively. The Foundation has no amounts accrued for interest or penalties as of December 31, 2019 and 2018.

Schedule D (Form 990) 2019

Additional Data

Software ID:	19010655
Software Version:	2019v5.0

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

The Research & Educational Foundation of the Ohio Hospital Association

Employer identification number

31-6060347

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2019

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Michael Abrams President & CEO	(i) (ii)	0 ------------- 639,201	0 ------------- 161,673	0 ------------- 32,447	0 ------------- 29,750	0 ------------- 62,354	0 ------------- 925,425	0 ------------- 0
2Mary Gallagher Executive VP & Chief of Staff	(i) (ii)	0 ------------- 328,540	0 ------------- 69,959	0 ------------- 21,262	0 ------------- 32,200	0 ------------- 64,499	0 ------------- 516,460	0 ------------- 0
3James Guliano Vice President, Quality Programs	(i) (ii)	161,136 ------------- 0	32,765 ------------- 0	3,137 ------------- 0	13,374 ------------- 0	27,339 ------------- 0	237,751 ------------- 0	0 ------------- 0
4Rosalie Weakland Senior Director, Quality Programs	(i) (ii)	128,174 ------------- 0	15,018 ------------- 0	5,593 ------------- 0	15,122 ------------- 0	20,808 ------------- 0	184,715 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2019

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference

Explanation

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation

The organization relied on Ohio Hospital Association's (OHA), a related tax-exempt organization, process to compensate the Chief Executive Officer (CEO). AN INDEPENDENT COMPENSATION COMMITTEE DELEGATED BY THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE YEARLY COMPENSATION REVIEW OF THE CEO. OUTSIDE CONSULTANTS, SALARY SURVEYS, AND DATA FROM COMPARABLE ORGANIZATIONS ARE USED IN THE PROCESS OF DETERMINING THE CEO'S COMPENSATION. THIS PROCESS WAS LAST PERFORMED IN 2019 AND IS DOCUMENTED WITHIN THE COMPENSATION COMMITTEE MINUTES.

Schedule J (Form 990) 2019

Additional Data

Software ID:	19010655
Software Version:	2019v5.0

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

The Research & Educational Foundation of the Ohio Hospital Association

Employer identification number

31-6060347

Return Reference	Explanation
Form 990, Part III, Line 4d Description of other program services	(Expenses $ 229,426 including grants of $ 0)(Revenue $ 0) Disaster Preparedness: Ebola and Other Special Pathogens Initiatives and Funding: - The work of the Ohio Emerging Pathogens Coalition was supported by a grant from ODH of $496,596 for the 2018-2019 grant year, and $120,000 for the 2019-2020 grant year. The work was maintained by assessment, treatment and front-line hospitals along with public health, EMS, and Ohio Department of Health. The following actions were maintained: - Performed a survey of Ebola Assessment Hospitals, the Ebola Treatment Hospital and select Front line hospitals for evaluating the inventory of Personal Protective Equipment (PPE) and Airborne Infection Isolation Rooms. This was completed on March 22, 2019 - Developed a Waste Management tool using state and national guidance for Category A highly infectious waste. Submitted March 4, 2019 - Hosted quarterly meetings of the Ohio Emerging Pathogens Coalition. - Continued annual training modules to be utilized for all hospitals on Ebola and emerging pathogens - Developed further educational model to help front line hospitals prepare for caring for a patient who potentially might have Ebola or other high-risk pathogen, including the need to identify, isolate and inform as per CDC recommendations, and then transfer to the most appropriate facility - A functional exercise was performed on April 10, 2019 that evaluated the identification and transfer of a patient with suspected Ebola to an EAH or ETC. Participants in the exercise included, FLH, EAH, ETC, EMS, RPHC, RHC, and ODH
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, 2019 WAS 61. FOR PURPOSES OF REPORTING THE NUMBER OF EMPLOYEES ON THE FORM 990, PART V, LINE 2A, THERE WERE THE FOLLOWING FOR EACH RESPECTIVE ORGANIZATION: --OHIO HOSPITAL ASSOCIATION - 55 EMPLOYEES --OHIO HOSPITALS GROUP RATED WORKERS COMPENSATION PROGRAM, INC. - 0 EMPLOYEES --THE RESEARCH & EDUCATIONAL FOUNDATION OF THE OHIO HOSPITAL ASSOCIATION - 4 EMPLOYEES --OHIO HEALTHCARE PURCHASING - 2 EMPLOYEES
Form 990, Part VI, Line 15b PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS/KEY EMPLOYEES	THE ORGANIZATION DOES NOT HAVE OTHER OFFICERS OR KEY EMPLOYEES THAT RECEIVE COMPENSATION. THEREFORE, THIS QUESTION IS NOT APPLICABLE AND HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. THEY ARE COMPENSATED BY THE ORGANIZATION'S COMMON PAY AGENT, OHIO HOSPITAL ASSOCIATION (OHA), A RELATED TAX-EXEMPT ORGANIZATION. OHA CURRENTLY USES AN OUTSIDE CONSULTANT TO PERIODICALLY PROVIDE A BENCHMARK OF COMPARABLE SALARY RANGES FOR ALL OFFICERS AND KEY EMPLOYEES. THIS PROCESS WAS LAST PERFORMED IN 2019. 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 15a PROCESS USED TO DETERMINE COMPENSATION FOR TOP MANAGEMENT OFFICIAL	THE ORGANIZATION DOES NOT HAVE OFFICERS THAT RECEIVE COMPENSATION. THEREFORE, THIS QUESTION IS NOT APPLICABLE AND HAS BEEN ANSWERED "NO" IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS. THE CEO IS COMPENSATED BY THE ORGANIZATION'S COMMON PAY AGENT, OHIO HOSPITAL ASSOCIATION (OHA), A RELATED TAX-EXEMPT ORGANIZATION. THE COMPENSATION PROCESS IS THAT OF OHA'S. 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 2019 AND IS DOCUMENTED WITHIN THE COMPENSATION COMMITTEE MINUTES.
Form 990, Part VI, Line 1a Delegate broad authority to a committee	The board of trustees may, by resolution, establish an executive committee, which shall consist of at least three (3) trustees, which committee shall have the power to transact all of the business of the corporation during the interim between meetings of the board of trustees and which shall have and exercise the authority of the board of trustees in the management of the corporation subject to any restrictions established by the board of trustees. The designation of the executive committee and the delegation thereto of such authority shall not operate to relieve the board of trustees, or any individual trustee of any responsibility imposed by law. The executive committee shall be subject to the control and direction of the board of trustees. Additionally, as the sole member of filing organization, Ohio Hospital Association, a related tax-exempt organization, has broad authority to act on behalf of the governing body. Please see the narratives for Part VI, Lines 6, 7a and 7b for a description of such authority.
Form 990, Part VI, Line 6 Classes of members or stockholders	The sole member of the Corporation shall be the Ohio Hospital Association, an Ohio nonprofit corporation.
Form 990, Part VI, Line 7a Members or stockholders electing members of governing body	As the sole member of the filing organization, OHA has the right to elect, appoint or remove members of the governing body.
Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders	As the sole member of the filing organization, OHA has the right to approve or deny significance governance decisions of the organization.
Form 990, Part VI, Line 11b Review of form 990 by governing body	The Form 990 was reviewed by management with the paid tax preparer. 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 and officers prior to its electronic 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 19 Required documents available to the public	Financial statements, governing documents, and conflict of interest policy are available upon request from the organization.
Form 990, Part IX, Line 11g Other Fees	Quality/Patient Safety Consulting - Total Expense: 501034, Program Service Expense: 501034, Management and General Expenses: , Fundraising Expenses: ; Emergency Preparedness - Total Expense: 183860, Program Service Expense: 183860, Management and General Expenses: , Fundraising Expenses: ; Hospital Improvement Innovation Network - Total Expense: 1829916, Program Service Expense: 1829916, Management and General Expenses: , Fundraising Expenses: ; Community Health Programs - Total Expense: 101188, Program Service Expense: 101188, Management and General Expenses: , Fundraising Expenses: ; Energy Programs - Total Expense: 42718, Program Service Expense: 42718, Management and General Expenses: , Fundraising Expenses: ; Other - Total Expense: 52053, Program Service Expense: , Management and General Expenses: 52053, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Adoption of ASU 2014-09 ASU 2018-08 - 1210067;

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2019

Additional Data

Software ID:	19010655
Software Version:	2019v5.0

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

The Research & Educational Foundation of the Ohio Hospital Association

Employer identification number

31-6060347

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)OHIO HOSPITAL ASSOCIATION (OHA) 155 E BROAD ST SUITE 301 COLUMBUS,OH43215 31-4270340	SEE PART VII	OH	501(c)(6)		NA		No
(2)OHIO HOSPITALS GROUP RATED WORKERS COMP 155 E BROAD ST SUITE 301 COLUMBUS,OH43215 31-1314404	SEE PART VII	OH	501(c)(6)		OHA		No
(3)OHIO HEALTH COUNCIL 155 E BROAD ST SUITE 301 COLUMBUS,OH43215 31-1708195	SEE PART VII	OH	501(c)(3)	Type I	OHA		No
(4)FRIENDS OF OHIO HOSPITALS 155 E BROAD ST SUITE 301 COLUMBUS,OH43215 31-1237308	SEE PART VII	OH	527		OHA		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2019

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) Q3 Health Innovation Partners LLC 30 North Third St Suite 600 Harrisburg,PA17101 83-0909844	Quality Improvement	PA	OHA	N/A

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	Yes	No
(1) OHIO HEALTHCARE PURCHASING INC DBA OHA SOLUTIONS 155 E BROAD ST SUITE 301 COLUMBUS,OH43215 20-0414070	PURCHASING CO	OH	OHA	C Corporation				No

Schedule R (Form 990) 2019

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved
(1) Ohio Hospital Association	P	516,584	COST

Schedule R (Form 990) 2019

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2019

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. (see instructions).

Return Reference

Explanation

Schedule R, Part II, Column (b) Primary Activity

1. OHIO HOSPITAL ASSOCIATION PRIMARY ACTIVITY: A MEMBERSHIP DRIVEN ORGANIZATION THAT PROVIDES PROACTIVE LEADERSHIP TO CREATE AN ENVIRONMENT IN WHICH OHIO HOSPITALS ARE SUCCESSFUL IN SERVING THEIR COMMUNITIES. THIS NON-PROFIT TRADE ASSOCIATION WORKS ON BEHALF OF MEMBER HOSPITALS THROUGH LEADERSHIP IN THE DEVELOPMENT OF PUBLIC POLICY, IN THE REPRESENTATION AND ADVOCACY OF HOSPITAL INTERESTS, AND IN THE PROVISION OF SERVICES WHICH ASSIST HOSPITALS IN MEETING HEALTH CARE NEEDS AND IMPROVING THE HEALTH STATUS OF THEIR COMMUNITIES, WHICH IN TURN IMPROVES THE HEALTH CARE INDUSTRY AS A WHOLE. 2. 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. 3. OHIO HEALTH COUNCIL PRIMARY ACTIVITY: PROMOTION OF HEALTH BY COORDINATING THE EFFORTS OF ITS MEMBERS AND OTHER ORGANIZATIONS INTERESTED IN THE HEALTH OF COMMUNITIES. THIS PURPOSE INCLUDES FUNDING PROJECTS THAT CONDUCT HEALTH EDUCATION AND HEALTH PROMOTION PROGRAMS REGARDING THE ADVANTAGES TO THE HEALTH OF COMMUNITIES TO BE GAINED THROUGH THE PRACTICE OF MEDICINE AND OTHER HEALTH PROFESSIONS AND THE OPERATION OF HOSPITALS. 4. Friends of Ohio Hospitals Primary Activity: THE ORGANIZATION MAKES CONTRIBUTIONS IN SUPPORT OF POLITICAL CANDIDATES AND PARTIES IN THE INTEREST OF OHIO HOSPITALS.

Schedule R (Form 990) 2019

Additional Data

Software ID:	19010655
Software Version:	2019v5.0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,183,709	883,038
9	Program service revenue (Part VIII, line 2g) .........	4,221,804	3,787,913
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	232,200	327,157
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	38,903	4,000
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	5,676,616	5,002,108
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	179,276	5,000
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,114,981	1,225,393
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	3,929,236	3,018,105
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	5,223,493	4,248,498
19	Revenue less expenses. Subtract line 18 from line 12.......	453,123	753,610
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	9,229,388	10,732,002
21	Total liabilities (Part X, line 26).............	1,517,373	647,071
22	Net assets or fund balances. Subtract line 21 from line 20.....	7,712,015	10,084,931

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 2,798,927 including grants of $ 5,000 ) (Revenue $ 3,260,147 )
	Quality Programs Sepsis Mortality: For the fifth year, the OHA Statewide Sepsis Initiative was facilitated in response to the OHA Board-directed goal of a statewide reduction in sepsis mortality to 14.9%. One hundred twenty-five member hospitals have maintained their commitment to participate in the ongoing initiative which includes data submission regarding compliance to the elements of the 3-hour sepsis bundle, monthly educational/coaching call and dissemination of effective practices. A sepsis website was hosted and maintained. Monthly evidence-based, continuing education webcasts were posted to the site along with evidence-based literature and resources. OHA analyzed and provided quarterly sepsis comparator data outcomes reports to participating hospitals. Report enhancements were made to include incidence, mortality, length of stay, readmissions, admission source, and 3-hour bundle element compliance. Hospital Improvement Innovation Network (HIIN) OHA was awarded the Hospital Improvement Innovation Network award effective September 28, 2016. Recruitment was conducted and 104 hospitals submitted commitments to participate. The initiative was designed to reduce all-cause preventable inpatient harm by 20% and readmissions by 12%. Hospital commitments included: -Work with OHA to assess the organization's current improvement projects and areas of need for improvement -Implement OHA's recommendations for the organization's participation in this project whether that will be to sustain current improvements or to implement new initiatives -Form a multi-disciplinary team which include: * Senior health care facility executive champion(s) * Site project team leader * Physician champion(s)/epidemiologist(s) * Quality/process improvement specialists * And others as appropriate such as: ~ Nursing manager/director/champion(s) ~ Bedside nurses and pertinent clinical disciplines ~Data collector/submitter (if different than someone listed here) ~Infection control practitioner(s) ~Pharmacy ~Laboratory -Submit the required outcome and process measures on a monthly and quarterly basis to the OHA, allowing enough time to provide aggregate data to CMS by the assigned due date. -Develop an action plan based on a completed gap analysis -Implement harm reduction strategies to meet or exceed HIIN improvement goals -Incorporate patient centered, person and family engagement and safe care practices into all methodologies -Consider health disparity and health literacy in the development of patient education materials, communications, and care planning -Incorporate antibiotic stewardship into improvement plan -Host the regional coordinator onsite on a quarterly basis -Submit monthly data collection by the established due date -Meet regularly with team to develop strategies for improvement and reporting process -Share internal data with leadership and staff so they can continually work on improvement plan -Conduct educational programming for staff to meet the project goals as appropriate -Identify any problems with project implementation and alert the regional coordinator as soon as possible -Collaboration with other hospitals participating in the OHA HIIN -Share effective practices with regional coordinators -Provide baseline data and metrics -Provide monthly process and outcome measure data either by granting access to NHSN or enter data onto the OHA data entry site -Provide quarterly process and outcome measure data through existing administrative data set -Participation by at least one member of the organization in monthly coaching calls, webinars, conferences, etc. -Participation as a mentor facility, as requested and able, for an area of identified strength -Recognize that in addition to meeting the base 20/12 reduction goals, HIIN continued to place additional emphasis on the following: * Adverse drug events (ADE) to include opioid safety, anticoagulation safety, and glycemic management * Catheter-associated urinary tract infections (CAUTI) to all hospital settings, including avoiding placement of catheters in the ER and in the hospital * Central line-associated bloodstream infections (CLABSI) to all hospital settings * Clostridium difficile (C. diff) infection, including Antibiotic Stewardship * Injury from falls and immobility * Sepsis and septic shock * SSI to include at a minimum, colon, abdominal hysterectomy, total hip replacements and total knee replacements * Venous thromboembolism (VTE), at a minimum to all surgical settings * Ventilator-associated events (VAE) to include Ventilator-associated conditions (VAC), infection-related ventilator-association complications (IVAC) and ventilator-associated pneumonia (VAP) * Readmissions -In addition to the required base measures outlined above, each hospital participated in at least one of the selected initiative(s) below: * Multi-drug Resistant Organisms (e.g. MRSA, VRE, CRE, etc.) * Hospital culture of safety that fully integrates patient safety with worker safety * Iatrogenic delirium -Developing a metric to measure and report all-cause harm within the HIIN Network OHA commitments included: * Provide outcomes data using existing data sources * Obtain data from NHSN on behalf of our organization * Provide a web-based data entry site to enable timely data collection and submission * Provide free access to Wayfinder and associated data reports for the duration of HIIN * Provide Hand Hygiene Process Observers to collect up to 150 hand hygiene observations monthly from our organization at no additional cost to hospitals * Provide Educational programming and resources related to the HIIN topics * Provide Regional Coordinators to serve as a reference and support to our organization * Provide engagement awards based on the level of engagement and level of attainment of benchmarks at the end of the contract Continuous Service Readiness (CSR): Access to continuous survey readiness services for hospital accreditation were facilitated for member hospitals via subscription to the CSR consultant service for 95 hospitals. Provided both a Spring and a Fall conference related to accreditation standards. Regional Quality Collaboratives: Regional quality collaboratives were facilitated in the Northeast, Central and Northwest Ohio regions. Each collaborative was facilitated by two co-chairs. Collaborative services included facilitating meetings and providing quarterly data reports including PSI, readmissions, sepsis. Quality Summit: The 12th Annual Quality Summit was conducted on June 5, 2019 with over 450 attendees participating. The summit was held at the Columbus Hilton at Easton, Columbus, Ohio and featured three panel presentations including, The Impact of High Reliability Organizations, High Reliability Rounding and Equity of Care. Seventy professional poster presentations with ample networking opportunities to disseminate effective practices were coordinated. Following the summit, recordings of panel presentations and poster abstracts were posted to the OHA website. Hand Hygiene: The hand hygiene program contracted hand hygiene observers and reporting continued. Certain hospitals and hospital systems saw the need for continuous hand hygiene monitoring on a monthly basis and at higher thresholds of observations than associated with projects typically led by OHA. This program afforded data continuity for dashboard purposes and avoided the loss or lag of data between OHA projects & funding, such as the HIIN programs. Innovations in statewide hand hygiene included: - Continuation of huddles to include and address HH rates and goals - Updates of HH to performance expectations in job descriptions and unit policies and procedures - Regional re-training and education for process observers - Expansion of education content to address a culture of change managers and leaders WayFinder: As the Institute was awarded the federal HIIN contract through CMS, REF continued to work on the usage of the Battelle WayFinder platform. This predictive analytics platform was provided at no cost to HIIN-participating hospitals. REF worked with participating hospitals to provide user training and platform improvement. REF worked with Battelle to create a supplemental monthly summary report for the data inclusive of the platform. These reports were posted on a regular basis to the platform and is of no cost to participating hospitals. Physician Leadership Council: The Physician Leadership Council brought together clinical leaders from 22 hospitals and health systems around the state, collectively representing more than half of the acute care hospitals in Ohio. In 2019, the Council's work was directed toward improving physician and other clinician engagement through assessment and intervention, both at the individual and system level and EHR optimization. Four meetings of the Physician Leadership Council were facilitated during the year.

4b	(Code: ) (Expenses $ 394,246 including grants of $ 0 ) (Revenue $ 531,766 )
	Ohio Patient Safety Institute Patient Safety Organization (OPSI PSO): Patient safety data collection and analysis was continued for 49 members voluntarily participating in OPSI Patient Safety Organization (PSO) while securing uniform federal confidentiality and privilege protections. Based on OPSI's 3 objectives, the following will outline 2019 accomplishments. OPSI shall set the Ohio patient safety agenda as the convener or facilitator by: * Identifying, sharing, disseminating best practices, and using those practices to set statewide benchmarks * Acting as the catalyst to provide safe patient-centered care along the continuum Current and Potential Activities/Programs in support of objective: * Best Practice Award (annual) - 2019 Best Practice Awards was presented June 5, 2019 to: -Cleveland Clinic Main Campus received the OPSI Acute Care Best Practice Award for "Discharge Checklist." -Nationwide Children's Hospital received the OPSI Primary Care Best Practice Award for "PCP: Continuity of Care" -Cleveland Clinic Fairview Hospital received the OPSI Patient Engagement Best Practice Award for "Reduction of Opiate Use in Post-Operative Cesarean Section Patients." * National Patient Safety Week - "Together in Safety" - March 10 - 16, 2019 - developed calendar, posters, daily messaging, free teleconferences to support patient safety week at the hospitals. Had high respond to teleconferences and posters * Medication Safety Brochures - continue receiving requests for brochures and cards * Updated the medication brochure this year to meet current standards * OHA Partnership for Patients Hospital Improvement Innovation Network (OHA HIIN): - HIIN option year contract was awarded March 25, 2019 and will continue to March 31, 2020. - Currently 85 hospitals have signed up to participate in the OHA HIIN. Results to date: ~ Met or exceeded targets - Anticoagulation, Glucose management, Opioid, CAUTI, CLABSI, CDI, SSI (Colon, Hysterectomy), Sepsis, PVAP, MRSA, Worker Safety, Iatrogenic Delirium ~ Making progress but not at target -Falls, VAE ~ Opportunity - Pressure Ulcers, VTE, Readmissions As a designated PSO, OPSI will be a conduit to identify opportunities for improvement and effective practices by: * Adopting and developing tools to enhance patient safety * Providing leadership and consulting services to integrate evidence-based safe practices in healthcare settings * Working with local, state, and national partners whenever possible Current and Potential Activities/Programs in support of objective: * Recruit members to PSO - Currently have 60 hospitals enrolled * New so far this year - Kettering Health Troy Hospital, OhioHealth Grove City * Recruitment Efforts * Deborah Zanath contacted potentially interested hospitals ~ Contacted 46 hospitals, quotes sent to 11 hospitals, multiple presentations * Patient safety alerts, etc. from PSO - ~ Currently sharing national alerts * Held quarterly OPSI PSO User Groups * Webinars * Transgender Patient Safety - Advanced Concepts * Leveraging the EMR to Improve Sepsis Outcome: A Quality Improvement Project * A Multidisciplinary Perspective on Optimizing Safe Implementation and Use of Infusion Pumps * ECRI Institute's Top 10 Patient Safety Concerns * Bridging the Gap Between Implementation Science and Integration of Best Practice: A Practical Approach OPSI shall be a leader in creating a learning culture that emphasizes patient safety through professionalism, collaboration, interpersonal skills, and teamwork by: * Spreading a culture of safety, mitigating risks, facilitating effective communication, and enhancing safe behavior Current and Potential Activities/Programs in support of objective: * 2019 Best Practice OPSI Audio Conference Series * Diagnostic Error OPSI Audio Conference Series

4c	(Code: ) (Expenses $ 301,352 including grants of $ 0 ) (Revenue $ 0 )
	Community Health: Opioid Response Initiative (ORI) The Opioid Response Initiative targets hospitals most disproportionately affected by the opioid epidemic, bringing together hospital leaders from 23 sites around the state. The goals of the ORI are divided into three focus areas of advocacy, intervention and economic sustainability with clinical interventions grouped into target areas of prevention, harm reduction, and transition to treatment and recovery. In addition to the remarkable clinical initiatives launched by member hospitals and spread among ORI participants, much of the efforts were concentrated in two areas: * Data and Grant Development * As a data support area: -Continued support for the public data release for opioid overdose with data presented statewide, by market area, and by county, with appropriate HIPAA restrictions -The Opioid Data Collaborative, or ODC, was launched July 2018 to serve as a data-aggregating and benchmarking service for opioid prescribing at participating hospitals with a goal to support hospitals' internal efforts in right-sizing opioid prescribing by peer-to-peer education and large statewide comparison groups -The practice areas include emergency departments, hospital discharge, outpatient surgical centers, and physician offices -Participating hospitals receive free quarterly reports. First reports were delivered in December 2019: 1. Data Integrity Report - this includes data at the hospital level and is intended to provide a view of the data the facility has submitted 2. Use Case Report - this includes data for hospital(s) and health system (if applicable) and is intended to provide information about data compared to the project-wide benchmarks 3. Provider Report - this includes data for each individual hospitals' providers and is intended to provide information about the hospital specific data compared to the health system (if applicable) and the project-wide benchmarks for hospitals who submit this data. -At the time of this submission, there are 103 participating hospitals Under the grant development efforts, successes included: -The Cardinal Health Foundation supported a three-pronged approach to the opioid epidemic including 1) a patient, community, and clinician online resource hub to bring the most up-to-date information around treatment resources and interventions, 2) launch of the Opioid Data Collaborative to benchmark opioid prescribing around the state, and 3) exploration of resources to provide alternatives to opioids in patients with chronic pain and on chronic opioid medications. The work began in 2018, the contract was amended in mid-2019, and was completed in early 2020. Award: $353,334 for 18 months -The Coverys Healthcare Foundation approved a grant that began in January 2019 that focuses on clinician education. These efforts include regular opioid-related webinars, provision of an online learning tool called Smart Rx that provides education on guidelines and recommendations as well as Ohio-specific regulations and laws, and lastly ongoing support of the Opioid Data Collaborative. Award: $288,677.82 over 3.5 years. Infant Mortality - Presented an annual data analysis of the Ohio Infant Mortality data and rankings for the various OHA clinical and executive boards. - OHA served on executive/steering committees for the Ohio Perinatal Quality Collaborative, Cradle Cincinnati, NAPPSS National Coalition, and Ohio March of Dimes. Safe Sleep - OHA continued its "Safe Sleep is Good4Baby" initiative aimed at promoting the ABC's of safe sleep practices in Ohio. In 2017, OHA and the Ohio Department of Health partnered to create a free resource for hospitals around promoting 'safe sleep and breastfeeding'. This resource was further distributed statewide in 2019 at no cost and is available online. - Maintained the statewide interactive map for Ohio Department of Health of the locations of Cribs For Kids sites across the state. - In partnership with member hospitals, ODH, and the leadership of the NAPPSS-INN initiative, OHA helped recruit four member hospitals into the latest cohort of this national initiative to improve breastfeeding and safe sleep outcomes. These hospitals were MetroHealth Medical Center, Mount Carmel St. Ann's, Mercy Health Anderson Hospital, and The Christ Hospital. OHA is also supporting these hospitals with free onesies and breastfeeding education. Breastfeeding - The First Steps for Healthy Babies, a quarterly recognition program for hospitals implementing the 10 Steps to Successful Breastfeeding, was launched in March of 2015 in partnership with the Ohio Department of Health. In 2019, the program expanded its reach to over 95% of the maternity hospitals in the state. - The First Steps program partnered with the Ohio Lactation Consultants Association (OLCA) and Ohio Breastfeeding Alliance (OBA) to revive a 'Bag Free' recognition program for hospitals. This program launched in early 2016 and was continued in 2019. 80 hospitals were recognized for their work in 2018, with two hospitals also given honorable mention recognition. This reflects over a 50% increase in participation since the first year. - The First Steps program was invited to the Annual OLCA conference on March 2019. Ryan Everett presented at the main session about the First Steps program and the progress made in Ohio. This was followed with a recognition of all awarded hospitals for the 'Ban the Bag' program. Maternal Health On April 15, 2019 OHA sent out a survey to representatives from all the maternity hospitals in Ohio. Follow-up conversations and reminders occurred over the following months to improve the response rate. In July, the survey was closed with roughly 2/3 of the hospitals having completed the survey. We also collected feedback through meetings such as the OHA Board, CAC, and IHI Board. Additionally, OHA staff communicated with hospital teams and partner organizations during this time to gather additional feedback. Based on the feedback gathered during the statewide environmental scan, OHA staff presented three potential strategies to the Clinical Advisory Committee. All three strategies were approved by the CAC and sent to the OHA Board for approval. At the OHA Board retreat in August, the strategies were adopted. Strategy #1 is to begin this work by focusing on and supporting hospitals with the hypertension and obstetric hemorrhage bundles/indicators. Strategy #2 is for Ohio to join the national AIM initiative. Strategy #3 is for OHA to develop a steering committee to guide our work in this space. In November, OHA reached out to members hospitals/health systems and partner organizations to invite them to join the maternal health steering committee. Representatives from rural hospitals, large systems, AWHONN, ACOG, OPQC, and others have already accepted the invitations to join. OHA hosted a 'kick-off' web-based call with this group on December 18, 2019 to develop the structure and focus for 2020 and beyond.

	(Code: ) (Expenses $ 229,426 including grants of $ 0 ) (Revenue $ 0 )
	Disaster Preparedness: Ebola and Other Special Pathogens Initiatives and Funding: - The work of the Ohio Emerging Pathogens Coalition was supported by a grant from ODH of $496,596 for the 2018-2019 grant year, and $120,000 for the 2019-2020 grant year. The work was maintained by assessment, treatment and front-line hospitals along with public health, EMS, and Ohio Department of Health. The following actions were maintained: - Performed a survey of Ebola Assessment Hospitals, the Ebola Treatment Hospital and select Front line hospitals for evaluating the inventory of Personal Protective Equipment (PPE) and Airborne Infection Isolation Rooms. This was completed on March 22, 2019 - Developed a Waste Management tool using state and national guidance for Category A highly infectious waste. Submitted March 4, 2019 - Hosted quarterly meetings of the Ohio Emerging Pathogens Coalition. - Continued annual training modules to be utilized for all hospitals on Ebola and emerging pathogens - Developed further educational model to help front line hospitals prepare for caring for a patient who potentially might have Ebola or other high-risk pathogen, including the need to identify, isolate and inform as per CDC recommendations, and then transfer to the most appropriate facility - A functional exercise was performed on April 10, 2019 that evaluated the identification and transfer of a patient with suspected Ebola to an EAH or ETC. Participants in the exercise included, FLH, EAH, ETC, EMS, RPHC, RHC, and ODH

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 229,426 including grants of $ ) (Revenue $ )
4e	Total program service expenses3,723,951

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	345,823	1,253,082	265,446

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	529,360

f	All other contributions, gifts, grants, and similar amounts not included above		1f	353,678

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		883,038

1	Briefly describe the organization’s mission or most significant activities: The mission of The Research and Educational Foundation of The Ohio Hospital Association is to evaluate, focus and engage in change activities that lead and enable the pursuit of excellence in safety and quality and in improving the health of our communities.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	15
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	14
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	4
6	Total number of volunteers (estimate if necessary) .............	6	25
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)		(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Rosalie Weakland Senior Director, Quality Programs	40.0 .......................0	X	148,785	0	35,930

		Business Code
2a	Quality Institute	900099	3,256,147	3,256,147
b	Ohio Patient Safety Institute	900099	531,766	531,766
c
d
e
f	All other program service revenue.		0	0	0	0
g	Total. Add lines 2a–2f .....		3,787,913

3 Investment income (including dividends, interest, and othersimilar amounts) ......			282,824			282,824
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)	0	0	6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		1,041,210	7a
b	Less: cost or other basis and sales expenses		996,877	7b
c	Gain or (loss)	0	44,333	7c
d	Net gain or (loss).........			44,333			44,333
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	Miscellaneous Income		900099	4,000	4,000
b
c
d	All other revenue ....			0	0	0	0
e	Total. Add lines 11a–11d ......			4,000
12	Total revenue. See instructions.....			5,002,108	3,791,913	0	327,157

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	5,000	5,000
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......	0	0
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	891,510	716,471	175,039
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	76,163	59,512	16,651
9	Other employee benefits .......	197,809	153,400	44,409
10	Payroll taxes ...........	59,911	49,248	10,663
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	2,710,769	2,658,716	52,053	0
12	Advertising and promotion ....
13	Office expenses .......	63,081	2,063	61,018
14	Information technology ......
15	Royalties ..
16	Occupancy ...........	50,034		50,034
17	Travel ............	59,326	19,832	39,494
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	57,921	57,921
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	57,757		57,757
23	Insurance ...	8,835		8,835
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	Miscellaneous	10,382	1,788	8,594
b
c
d
e	All other expenses	0	0	0	0
25	Total functional expenses. Add lines 1 through 24e	4,248,498	3,723,951	524,547	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			2,491,173	2	2,732,944
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			256,558	4	845,531
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			108,947	9	115,929
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	0
b	Less: accumulated depreciation	10b	0	0	10c	0
11	Investments—publicly traded securities .			6,353,991	11	7,025,098
12	Investments—other securities. See Part IV, line 11 .....			0	12
13	Investments—program-related. See Part IV, line 11 ..			0	13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			18,719	15	12,500
16	Total assets. Add lines 1 through 15 (must equal line 33)...			9,229,388	16	10,732,002

17	Accounts payable and accrued expenses .....	194,305	17	164,953
18	Grants payable ...		18
19	Deferred revenue .........	763,750	19	0
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	559,318	25	482,118
26	Total liabilities. Add lines 17 through 25..	1,517,373	26	647,071

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	7,712,015	27	9,454,524
28	Net assets with donor restrictions ...........		28	630,407
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	7,712,015	32	10,084,931
33	Total liabilities and net assets/fund balances ........	9,229,388	33	10,732,002