Form990
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public Inspection
A For the 2020 calendar year, or tax year beginning 01-01-2020 , and ending 12-31-2020
BCheck if applicable:
CName of organization
The Research & Educational Foundation of the Ohio Hospital Association
 
 
Doing business as
Institute for Health Innovation
 
Number and street (or P.O. box if mail is not delivered to street address)
155 East Broad Street 301
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Columbus, OH432153640
D Employer identification number

31-6060347
E Telephone number

G Gross receipts $ 9,979,255
F Name and address of principal officer:
Michael Abrams
155 East Broad Street 301
Columbus,OH432153640
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.ohiohospitals.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1965
M State of legal domicile: OH
Part I
Summary
Activities  & Governance 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 MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 14
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 13
5 Total number of individuals employed in calendar year 2020 (Part V, line 2a) ...... 5 3
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
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 883,038 6,119,690
9 Program service revenue (Part VIII, line 2g) ......... 3,787,913 1,399,028
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 327,157 419,943
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 4,000 2,199
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 5,002,108 7,940,860
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 5,000 5,246,250
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,225,393 992,537
16a Professional fundraising fees (Part IX, column (A), line 11e) .....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 3,018,105 1,392,431
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 4,248,498 7,631,218
19 Revenue less expenses. Subtract line 18 from line 12....... 753,610 309,642
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 10,732,002 11,174,767
21 Total liabilities (Part X, line 26)............. 647,071 791,020
22 Net assets or fund balances. Subtract line 21 from line 20..... 10,084,931 10,383,747
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2020)
Form 990 (2020)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: 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
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 5,392,498 including grants of $ 5,241,250 ) (Revenue $   )
During the year, REF received funding from the U.S. Department of Health and Human Services ("HHS") - Assistant Secretary for Preparedness and Response ("ASPR") for COVID-19 response activities. The majority of the funding was distributed to member hospitals for special pathogen preparedness and response within their hospitals and jurisdictions. Additionally, REF contracted with OHA for services related to the creation of a Resource Tracker dashboard for the purposes of COVID-19 and/or other pandemic surge and capacity knowledge. The dashboard includes items such as personal protective equipment, mechanical ventilators, bed capacity, and staffing. Disaster Preparedness COVID-19 Initiatives and Funding: -Facilitated Ohio Governor's Executive Advisory Group -Facilitated weekly surgeon/proceduralist forums -Collaborated with Ohio Department of Administrative Services for procurement of viable PPE product options -Facilitated and updated congregate care and hospital pairing list -Member of Vaccine Planning Workgroup -Facilitated bi-weekly forum of infectious disease physicians -Served on monthly Housing and Homelessness forums -Collaborated with ODH/Governor's office on creating a staffing relief resource -As recipient, the Research and Educational Foundation of the Ohio Hospital Association administered two tranches of Hospital Association COVID-19 Preparedness and Response (CFDA No. 93.889) funding per Department of Health and Human Services (HHS) Assistant Secretary for Preparedness and Response (ASPR): *April 10, 2020 in the amount of $1,712,902 to 54 OHA member hospital subrecipients *September 9, 2020 in the amount of $4,251,788 to 64 OHA member hospital subrecipients Ebola and Other Special Pathogens Initiatives and Funding: -The work of the Ohio Emerging Pathogens Coalition was supported by a grant from ODH of $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: -Hosted quarterly meetings of the Ohio Emerging Pathogens Coalition -Hosted previously created annual training modules on our webpage to be utilized for all hospitals on Ebola and emerging pathogens -Hosted planning meetings and created documentation in support of a statewide Ebola exercise -Held a modified statewide exercise with participating hospitals, local health departments, and state partners on March 10, 2020. Due to the pandemic, the originally planned statewide exercise was drastically modified from original planning.
4b (Code:   ) (Expenses $ 1,318,549 including grants of $ 5,000 ) (Revenue $ 907,468 )
Safety & Quality Sepsis Mortality: For the sixth 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 calls, and dissemination of effective practices. A sepsis website was hosted and maintained. Evidence-based, approved, 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 the addition of live links to web-based sepsis resources. Hospital Improvement Innovation Network (HIIN): OHA was awarded the Hospital Improvement Innovation Network award (HHSM-500-2016-00074C) effective September 28, 2016 and ending September 27, 2018 in the amount of $6,751,123.00. 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 Effective September 28, 2018, a 6-month extension of the award was granted by the Centers for Medicare and Medicaid Services to continue the efforts listed above through March 2019. A further 3-month extension was followed by two 30-day extensions, and finally another 7-month extension that would ultimately end on March 31, 2020. -Final Results of the hospitals participating in HIIN demonstrated: *Harm areas that exceeded the 20% reduction - INR, Glucose Mgt, Opioid, CAUTI, CLABSI, CDI, SSI - Abd Hyst, Sepsis, PVAP, Iatrogenic delirium. Worker Safety *Making progress but not at target -Readmissions, Falls, SSI: Knees and VTE 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 85 hospitals. Provided both a Spring and a Fall conference virtually 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 a chairperson or two co-chairs. Collaborative services included facilitating meetings and providing quarterly data reports including: Patient Safety Indicators (PSI), Readmissions, and Sepsis. *Northeast Ohio - 8 hospitals/health systems and a regional hospital association *Northwest Ohio - 5 hospitals/health systems and a regional hospital association *Central Ohio - 8 hospitals/health systems and a regional hospital association Quality Summit: The 13th Annual Quality Summit scheduled for June 10, 2020 was cancelled due to the COVID-19 pandemic. As an alternative, the following program was provided virtually: *December 16, 2020: Effective Practices in Sepsis Mortality Reduction Hand Hygiene: In 2020, the hand hygiene program contracted hand hygiene observers and reporting continued. Certain hospitals and hospital systems saw the need for continuous hand hygiene monthly monitoring and at higher thresholds of observations than associated with projects typically led by OHA. The hand hygiene program transitioned from supporting the HIIN hospitals to only a subscription service. In 2020, the hand hygiene subscription service expanded from 26 hospitals to 42 hospitals. This program afforded data continuity for dashboard purposes and avoided the loss or lag of data between OHA projects & funding.
4c (Code:   ) (Expenses $ 404,253 including grants of $   ) (Revenue $ 491,560 )
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 2020 accomplishments. Objective 1: 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) - 2020 Best Practice Awards was presented to University Hospitals Health System received the OPSI Patient Engagement Best Practice Award for "Safe Discharge to Home." -Cleveland Clinic Fairview Hospital received the OPSI Acute Care Best Practice Award for "Bubble CPAP in the NICU." *National Patient Safety Week - "Together in Safety" - March 8-14, 2020 - 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 *Inpatient Brochure: Hospital Patient Safety Checklist - Updated the medication brochure this year to meet current standards *Revised Tips Before Surgery - Updated the medication brochure this year to meet current standards *Brown Bag Event Toolkit - Updated the Brown Bag Toolkit this year to meet current standards Objective 2: 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 43 hospitals enrolled *Recruitment Efforts - Contacted 32 hospitals, quotes sent to 9 hospitals, multiple presentations *Patient safety alerts, etc. from PSO - Currently sharing national alerts *Held quarterly OPSI PSO User Group *Conducted six webinars Objective 3: 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: -2020 Best Practice OPSI Audio Conference Series
(Code:   ) (Expenses $ 146,548 including grants of $   ) (Revenue $ 2,199 )
Community Health Opioid Response Initiative (ORI): The Opioid Response Initiative began as a targeted initiative aimed at hospitals most disproportionately affected by the opioid epidemic. 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 shared among ORI participants, much of the efforts have been concentrated in two areas: Data Support and Grant Development. Data Support: -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 and/or health systems -In 2020, 164 reports were produced as a part of the ODC for these participating hospitals and health systems. Grant Development: -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 opioid resource hub pages have had a total of 9,446 hits since the launch, averaging nearly 500 hits per month. Information regarding the ODC has been provided previously. The work began in 2018, the contract was amended in mid-2019, and was completed in early 2020. Award: $223,252.69 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. The online learning tool reached over 750 providers across Ohio. An overview of the extended work of the ODC has been provided previously. Award: $288,677.82 and has been extended to February 2022. -OHA was awarded a grant from ACOG and ASAM to host a free Buprenorphine Waiver Training course for Ohio maternal health providers. This was hosted virtually on July 17, 2020. Maternal and Infant Health 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 and Ohio March of Dimes. -OHA has a seat on the state of Ohio Commission on Infant Mortality and Ohio Newborn Advisory Steering Committee 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 2020 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. This cohort began in 2019, but continued into 2020. 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 2020, the program expanded its reach to over 99% 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 2020. 79 hospitals were recognized in 2020 for their work in 2019. This reflects over a 50% increase in participation since the first year. -In October 2020, Ohio First Steps hosted a webcast on 'Breastfeeding & COVID-19 - What are We Learning', which was provided at no cost to all hospitals. The recording and slide are posted on our webpage. Maternal Health: In 2019, OHA reached out to members hospitals/health systems and partner organizations to create a Maternal Health Steering Committee. This group includes representatives from rural hospitals, large systems, AWHONN, ACOG, OPQC, and other healthcare partners. In 2020, OHA partnered with the Ohio Department of Health (ODH) to submit an application for Ohio to join the national ACOG program, the Alliance for Innovation on Maternal Health (AIM). This application was accepted in September 2020. Additionally, OHA is on the steering committee of a HRSA funded project that is run through ODH to pilot work around severe maternal hypertension. Lastly, the OHA has been providing quarterly hospital benchmark reports on maternal health outcomes, including 'Severe Maternal Morbidity'. In 2020, OHA provided 405 total reports to member hospitals at no cost. Physician Leadership Council: The Physician Leadership Council, launched in 2017, brought together physician leaders from statewide hospitals and health systems. Three meetings of the Physician Leadership Council were facilitated on: *January 17, 2020 *July 24, 2020 *October 9, 2020 Continuing Education Provider Unit: The Ohio Hospital Association (OLN-0017-P) is approved as a provider unit of continuing education by the Ohio Board of Nursing through the approver unit at the Ohio League for Nursing (OBN-006-92) and provider unit status is valid through June 30, 2023. In 2020: -OHA successfully renewed its nursing continuing education provider unit status. -A total of 55.25 hours of approved continuing nursing education were provided via this unit.
4d Other program services (Describe in Schedule O.)
(Expenses $ 146,548 including grants of $   ) (Revenue $ 2,199 )
4e Total program service expensesMediumBullet7,261,848
Form 990 (2020)
Form 990 (2020)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. ...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or 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? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
26
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2020)
Form 990 (2020)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
3
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2020)
Form 990 (2020)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
14
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
 
No
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletErin Reimer Biles155 E BROAD STREET Suite 301   COLUMBUS,OH432153640 (614) 221-7614
Form 990 (2020)
Form 990 (2020)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(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)
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Cynthia Moore-Hardy
 
Chair
1.0
.................
0
X   X       0 0 0
(2) Kevin Webb
 
Chair-Elect
1.0
.................
1.0
X   X       0 0 0
(3) Michael Abrams
 
President & CEO
1.0
.................
39.0
X   X       0 884,298 180,670
(4) Anthon Brooks
 
Trustee-at-Large
1.0
.................
0
X           0 0 0
(5) Bruce White
 
Past Chair
1.0
.................
1.0
X           0 0 0
(6) Chip Hubbs
 
Trustee-at-Large
1.0
.................
1.0
X           0 0 0
(7) Heidi Gartland
 
Trustee-at-Large
1.0
.................
1.0
X           0 0 0
(8) Jeffrey Klingler
 
Trustee-at-Large
1.0
.................
0
X           0 0 0
(9) LeeAnn Lucas-Helber
 
Trustee-at-Large
1.0
.................
0
X           0 0 0
(10) Michael Louge
 
Trustee-at-Large
1.0
.................
2.0
X           0 0 0
(11) Rob Montagnese
 
Trustee-at-Large
1.0
.................
0
X           0 0 0
(12) Scott Malaney
 
Trustee-at-Large
1.0
.................
0
X           0 0 0
(13) Thomas Stover
 
Trustee-at-Large
1.0
.................
0
X           0 0 0
(14) William Harding
 
Trustee-at-Large
1.0
.................
0
X           0 0 0
(15) Mary Gallagher
 
Executive VP & Chief of Staff
1.0
.................
39.0
    X       0 439,701 95,080
(16) Rosalie Weakland
 
Senior Director, Quality Programs
40.0
.................
0
        X   151,776 0 34,651


Form 990 (2020)
Form 990 (2020)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(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)
(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
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 151,776 1,323,999 310,401
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
JOINT COMMISSION RESOURCES

1515 WEST 22ND STREET
OAKBROOK,IL60523
CONTINUED SURVEY READINESS 435,036
ECRI INSTITUTE

5200 BUTLER PIKE
PLYMOUTH MEETING,PA19462
PATIENT SAFETY ORGANIZATION 241,420
Battelle Memorial Institute

505 King Ave
Columbus,OH43201
Research 170,640
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet3
Form 990 (2020)
Form 990 (2020)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 6,119,690
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 6,119,690
 Program Service RevenueAmt Business Code
2a Quality Institute 900099 907,468 907,468    
b Ohio Patient Safety Institute 900099 491,560 491,560    
c
d
e
f All other program service revenue. 0 0 0 0
g Total. Add lines 2a–2f .....MediumBullet 1,399,028
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 228,402     228,402
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(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).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   2,229,936 7a
b Less: cost or other basis and sales expenses   2,038,395 7b
c Gain or (loss) 0 191,541 7c
d Net gain or (loss).........MediumBullet 191,541     191,541
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..MediumBullet      
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..MediumBullet        
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..MediumBullet        
Business Code Miscellaneous Revenue
11a Miscellaneous Income 900099 2,199 2,199    
b            
c            
d All other revenue .... 0 0 0 0
e Total. Add lines 11a–11d ...... MediumBullet 2,199
12 Total revenue. See instructions.....MediumBullet 7,940,860 1,401,227 0 419,943
Form 990 (2020)
Form 990 (2020)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 5,246,250 5,246,250
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 .......    
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........ 705,934 558,110 147,824  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 65,287 51,894 13,393  
9 Other employee benefits ....... 171,752 132,734 39,018  
10 Payroll taxes ........... 49,564 40,702 8,862  
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) 1,259,601 1,224,309 35,292 0
12 Advertising and promotion ....        
13 Office expenses ....... 10,044 117 9,927  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 39,588   39,588  
17 Travel ............ 10,129 5,366 4,763  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings ....        
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 24,433   24,433  
23 Insurance ... 6,877   6,877  
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 Equip Maintenance 19,647   19,647  
b Dues and Subscriptions 13,521 323 13,198  
c
d
e All other expenses 8,591 2,043 6,548 0
25 Total functional expenses. Add lines 1 through 24e 7,631,218 7,261,848 369,370 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 MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2020)
Form 990 (2020)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1  
2 Savings and temporary cash investments ......... 2,732,944 2 2,470,989
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 845,531 4 880,174
5 Loans and other receivables from 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 ...... 115,929 9 82,494
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 . 7,025,098 11 7,633,268
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 ........... 12,500 15 107,842
16 Total assets. Add lines 1 through 15 (must equal line 33)... 10,732,002 16 11,174,767
Liabilities 17 Accounts payable and accrued expenses ..... 164,953 17 80,996
18 Grants payable ...   18  
19 Deferred revenue ......... 0 19  
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 482,118 25 710,024
26 Total liabilities. Add lines 17 through 25.. 647,071 26 791,020
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 9,454,524 27 9,477,979
28 Net assets with donor restrictions ........... 630,407 28 905,768
Organizations that do not follow FASB ASC 958, check here MediumBullet 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 ........... 10,084,931 32 10,383,747
33 Total liabilities and net assets/fund balances ........ 10,732,002 33 11,174,767
Form 990 (2020)
Form 990 (2020)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
7,940,860
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
7,631,218
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
309,642
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
10,084,931
5
Net unrealized gains (losses) on investments ...............
5
319,255
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-330,081
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
10,383,747
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2020)
Form 990 (2020)
Additional Data


Software ID: 20011424
Software Version: 2020v4.0
Form 990, Special Condition Description:
Special Condition Description
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
2020
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.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................1
g
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)
Yes No
(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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (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) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (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  
12
12
 
13
First 5 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
14
14
 
15
15
 
16a
b
17a
b
18
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) 2020

Schedule A (Form 990 or 990-EZ) 2020
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) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (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) right arrow (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (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.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
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.
1
Yes
 
2
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).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
Yes
 
b
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.
3b
Yes
 
c
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.
3c
Yes
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
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.
4b
 
 
c
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.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c 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).
5a
 
No
b
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?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
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.
6
 
No
7
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) .
7
 
No
8
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).
8
 
No
9a
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.
9a
 
No
b
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.
9b
 
No
c
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.
9c
 
No
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
 
No
b
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) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described in 11a above?
11b
 
No
c
A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, 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.
1
Yes
 
2
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.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
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).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
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?
1
 
 
2
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).
2
 
 
3
By reason of the relationship described in line 2 above, 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.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
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.
2a
 
 
b
Did the activities described in line 2a, above 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.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
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?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
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.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
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 0.015 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 0.035 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  
7
Schedule A (Form 990 or 990-EZ) 2020

Schedule A (Form 990 or 990-EZ) 2020
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 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2020 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2020
(iii)
Distributable
Amount for 2020
1 Distributable amount for 2020 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 2020:
a From 2015.......  
b From 2016.......  
c From 2017.......  
d From 2018.......  
e From 2019.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2020 distributable amount  
i Carryover from 2015 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2020 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2020 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2020, 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 2020. 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 2021. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2016.....  
b Excess from 2017.....  
c Excess from 2018.....  
d Excess from 2019.....  
e Excess from 2020.....  
Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020
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) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
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






Form 990-PF




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
Special Rules
......... 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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
Name of organization
The Research & Educational Foundation of the Ohio Hospital Association
 
Employer identification number
31-6060347
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


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
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) (2020)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2020)
Additional Data


Software ID: 20011424
Software Version: 2020v4.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet 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
2020
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 ........    
5
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? ............
6
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? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
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.
Held at the End of the 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  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
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)? .............................
9
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.
1a
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.
b
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 $  
2
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:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
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) 2020

Schedule D (Form 990) 2020
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
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):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
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?...
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.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
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  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
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 ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .......................
3a(i)
 
 
(ii) Related organizations .......................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
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).)..SchDMdBullet  
Schedule D (Form 990) 2020

Schedule D (Form 990) 2020
Page 3
Part VII
Investments - Other 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.)Small Bullet  
Part VIII
Investments - Program 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.)Small Bullet  
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.)...........Small Bullet  
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.)Small Bullet 710,024
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) 2020

Schedule D (Form 990) 2020
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 7,930,034
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 319,255
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 319,255
3 Subtract line 2e from line 1.................. 3 7,610,779
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 330,081
c Add lines 4a and 4b.................... 4c 330,081
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 7,940,860
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 7,631,218
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 7,631,218
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 7,631,218
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, 2020 and 2019. 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, 2020 and 2019.
Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Repayment of Unused Grant Funds - 130081 Grant Unfulfillment due to COVID-19 - 200000
Schedule D (Form 990) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0





Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Name of the organization
The Research & Educational Foundation of the Ohio Hospital Association
 
Employer identification number
31-6060347
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) Adams County Regional Medical Center
230 Medical Center Drive
Seaman,OH45679
81-2817266 501(c)(3) 96,237       COVID-19 preparedness and response activities
(2) Adena Greenfield Medical Center
550 Mirabeau Street
Greenfield,OH45123
31-0993422 501(c)(3) 31,344       COVID-19 preparedness and response activities
(3) Adena Pike Medical Center
100 Dawn Lane
Waverly,OH45690
31-1072406 501(c)(3) 31,344       COVID-19 preparedness and response activities
(4) Adena Regional Medical Center
272 Hospital Road
Chillicothe,OH45601
31-4379443 501(c)(3) 96,237       COVID-19 preparedness and response activities
(5) Akron Children's Hospital
One Perkins Square
Akron,OH44308
34-0714357 501(c)(3) 64,893       COVID-19 preparedness and response activities
(6) Ashtabula County Medical Center
2420 Lake Avenue
Ashtabula,OH44004
34-0726081 501(c)(3) 96,237       COVID-19 preparedness and response activities
(7) Aultman Hospital
2600 Sixth Street SW
Canton,OH44710
34-0714538 501(c)(3) 64,893       COVID-19 preparedness and response activities
(8) Aultman Orrville Hospital
832 South Main Street
Orrville,OH44667
34-0733138 501(c)(3) 31,344       COVID-19 preparedness and response activities
(9) Bellevue Hospital
1400 West Main Street
Bellevue,OH44811
34-4428205 501(c)(3) 96,237       COVID-19 preparedness and response activities
(10) Belmont Pines Hospital
615 Churchill-Hubbard Road
Youngstown,OH44505
62-1658523   12,857       COVID-19 preparedness and response activities
(11) Blanchard Valley Hospital
1900 South Main Street
Findlay,OH45840
34-1369963 501(c)(3) 96,237       COVID-19 preparedness and response activities
(12) Blueridge Vista Health & Welness
5500 Verulam Ave
Cincinnati,OH45213
47-3886835   12,857       COVID-19 preparedness and response activities
(13) Bucyrus Community Hospital
629 N Sandusky Avenue
Bucyrus,OH44820
27-4283931 501(c)(3) 31,344       COVID-19 preparedness and response activities
(14) Christ Hospital
2139 Auburn Ave
Cincinnati,OH45219
31-0538525 501(c)(3) 64,893       COVID-19 preparedness and response activities
(15) Cleveland Clinic Union Hospital
659 Boulevard Street
Dover,OH44622
34-0714771 501(c)(3) 31,344       COVID-19 preparedness and response activities
(16) CMH Regional Health System
610 West Main Street
Wilmington,OH45177
27-3633811   31,344       COVID-19 preparedness and response activities
(17) Community Hospitals & Wellness Centers - Bryan Hospital
433 West High Street
Bryan,OH43506
34-1048666 501(c)(3) 96,237       COVID-19 preparedness and response activities
(18) Community Hospitals & Wellness Centers - Montpelier
909 East Snyder Avenue
Montpelier,OH43543
34-1048666 501(c)(3) 31,344       COVID-19 preparedness and response activities
(19) Community Memorial Hospital
208 North Columbus Street
Hicksville,OH43526
34-6401873 501(c)(3) 31,344       COVID-19 preparedness and response activities
(20) Dayton Children's Hospital
One Childrens Plaza
Dayton,OH45404
31-0672132 501(c)(3) 64,893       COVID-19 preparedness and response activities
(21) East Liverpool City Hospital
425 W 5th Street
East Liverpool,OH43920
34-6401873 501(c)(3) 31,344       COVID-19 preparedness and response activities
(22) Fayette County Memorial Hospital
1430 Columbus Avenue
Washington Court House,OH43160
31-6008062 501(c)(3) 96,237       COVID-19 preparedness and response activities
(23) Firelands Regional Medical Center
1111 Hayes Avenue
Sandusky,OH44870
34-4428218 501(c)(3) 96,237       COVID-19 preparedness and response activities
(24) Fisher-Titus Medical Center
272 Benedict Avenue
Norwalk,OH44857
34-4430916 501(c)(3) 96,237       COVID-19 preparedness and response activities
(25) Fulton County Health Center
725 South Shoop Ave
Wauseon,OH43567
34-4428214 501(c)(3) 64,893       COVID-19 preparedness and response activities
(26) Galion Community Hospital
269 Portland Way South
Galion,OH44833
34-4451872 501(c)(3) 96,237       COVID-19 preparedness and response activities
(27) Genesis Healthcare System
2951 Maple Avenue
Zanesville,OH43701
31-1480941 501(c)(3) 31,344       COVID-19 preparedness and response activities
(28) Good Samaritan
375 Dixmyth Ave
Cincinnati,OH45220
31-0537486 501(c)(3) 64,893       COVID-19 preparedness and response activities
(29) Grand Lake Health System
200 Saint Clair Avenue
Saint Marys,OH45885
34-1623770 501(c)(3) 31,344       COVID-19 preparedness and response activities
(30) Harrison Community Hospital
951 East Market Street
Cadiz,OH43907
34-1571750 501(c)(3) 31,344       COVID-19 preparedness and response activities
(31) Henry County Hospital
1600 East Riverview Avenue
Napoleon,OH43545
34-4477047 501(c)(3) 96,237       COVID-19 preparedness and response activities
(32) Highland District Hospital
1275 North High Street
Hillsboro,OH45133
31-0653685 501(c)(3) 96,237       COVID-19 preparedness and response activities
(33) Hocking Valley Community Hospital
601 State Route 664 N
Logan,OH43138
31-0733259 501(c)(3) 64,893       COVID-19 preparedness and response activities
(34) Holzer Medical Center
100 Jackson Pike
Gallipolis,OH45631
31-4379491 501(c)(3) 64,893       COVID-19 preparedness and response activities
(35) Kettering Memorial Hospital
2110 Leiter Road
Miamisburg,OH45342
83-2687866 501(c)(3) 64,893       COVID-19 preparedness and response activities
(36) Knox Community Hospital
1330 Coshocton Road
Mount Vernon,OH43050
31-0929576 501(c)(3) 31,344       COVID-19 preparedness and response activities
(37) Licking Memorial Hospital
1320 West Main Street
Newark,OH43055
31-4379519 501(c)(3) 64,893       COVID-19 preparedness and response activities
(38) Lima Memorial Health System
1001 Bellefontaine Ave
Lima,OH45804
34-1883284 501(c)(3) 64,893       COVID-19 preparedness and response activities
(39) Lutheran Hospital
1730 West 25th Street
Cleveland,OH44113
34-0714585 501(c)(3) 64,893       COVID-19 preparedness and response activities
(40) Madison Health
210 North Main Street
London,OH43140
31-1657206 501(c)(3) 64,893       COVID-19 preparedness and response activities
(41) Magruder Hospital
615 Fulton Street
Port Clinton,OH43452
34-4441792 501(c)(3) 96,237       COVID-19 preparedness and response activities
(42) Marietta Memorial Hospital
401 Matthew Street
Marietta,OH45750
31-4379509 501(c)(3) 31,344       COVID-19 preparedness and response activities
(43) Mary Rutan Hospital
205 Palmer Avenue
Bellefontaine,OH43311
34-1407259 501(c)(3) 96,237       COVID-19 preparedness and response activities
(44) McLaren St Luke's Hospital
5901 Monclova Rd
Maumee,OH43537
34-4428232 501(c)(3) 64,893       COVID-19 preparedness and response activities
(45) Memorial Hospital
500 London Ave
Marysville,OH43040
31-6402480 501(c)(3) 64,893       COVID-19 preparedness and response activities
(46) Mercer Health
800 West Main Street
Coldwater,OH45828
34-1101385 501(c)(3) 96,237       COVID-19 preparedness and response activities
(47) Mercy Health - Defiance Hospital
1404 East Second Street
Defiance,OH43512
02-0701635 501(c)(3) 31,344       COVID-19 preparedness and response activities
(48) Mercy Health - Tiffin Hospital
45 St Lawrence Drive
Tiffin,OH44883
34-4431174 501(c)(3) 31,344       COVID-19 preparedness and response activities
(49) Mercy Health - Urbana Hospital
904 Scioto Street
Urbana,OH43078
31-0785684 501(c)(3) 31,344       COVID-19 preparedness and response activities
(50) Mercy Health - West Hospital
3300 Mercy Health Blvd
Cincinnati,OH45211
31-1091597 501(c)(3) 64,893       COVID-19 preparedness and response activities
(51) Mercy Health - Willard Hospital
1100 Neal Zick Road
Willard,OH44890
34-1577110 501(c)(3) 31,344       COVID-19 preparedness and response activities
(52) MetroHealth Medical Center
2500 MetroHealth Drive
Cleveland,OH44109
34-6004382 501(c)(3) 64,893       COVID-19 preparedness and response activities
(53) Mount Carmel EastGrove City
6001 East Broad Street
Columbus,OH43213
31-1439334 501(c)(3) 64,893       COVID-19 preparedness and response activities
(54) OhioHealth Hardin Memorial Hospital
921 East Franklin Street
Kenton,OH43326
31-6059784 501(c)(3) 31,344       COVID-19 preparedness and response activities
(55) OhioHealth Marion General Hospital
1000 McKinley Park Drive
Marion,OH43302
31-6059784 501(c)(3) 31,344       COVID-19 preparedness and response activities
(56) OhioHealth O'Bleness Hospital
55 Hospital Drive
Athens,OH45701
31-6059784 501(c)(3) 31,344       COVID-19 preparedness and response activities
(57) OhioHealth Riverside Methodist Hospital
3535 Olentangy River Road
Columbus,OH43214
31-6059784 501(c)(3) 64,893       COVID-19 preparedness and response activities
(58) OSU Wexner Medical Center
410 West 10th Ave
Columbus,OH43210
31-1340739 501(c)(3) 64,893       COVID-19 preparedness and response activities
(59) Paulding County Hospital
1035 West Wayne Street
Paulding,OH45879
34-6405718 501(c)(3) 31,344       COVID-19 preparedness and response activities
(60) Pomerene Hospital
981 Wooster Road
Millersburg,OH44654
31-1518658 501(c)(3) 96,237       COVID-19 preparedness and response activities
(61) ProMedica Defiance Regional Hospital
1200 Ralston Avenue
Defiance,OH43512
34-4446484 501(c)(3) 31,344       COVID-19 preparedness and response activities
(62) ProMedica Fostoria Community Hospital
501 Van Buren Street
Fostoria,OH44830
34-0898745 501(c)(3) 31,344       COVID-19 preparedness and response activities
(63) ProMedica Memorial Hospital
715 South Taft Avenue
Fremont,OH43420
34-4430849 501(c)(3) 31,344       COVID-19 preparedness and response activities
(64) ProMedica Toledo Hospital
2142 North Cove Blvd
Toledo,OH43606
34-4428256 501(c)(3) 64,893       COVID-19 preparedness and response activities
(65) Salem Regional Medical Center
1995 East State Street
Salem,OH44460
34-1041385 501(c)(3) 96,237       COVID-19 preparedness and response activities
(66) Selby General Hospital
1106 Colegate Drive
Marietta,OH45750
31-4413259 501(c)(3) 96,237       COVID-19 preparedness and response activities
(67) Southeastern Ohio Regional Medical Center
1341 Clark Street
Cambridge,OH43725
31-4391798 501(c)(3) 31,344       COVID-19 preparedness and response activities
(68) Southwest General Health Center
18697 Bagley Road
Middleburg Heights,OH44130
34-0753531 501(c)(3) 64,893       COVID-19 preparedness and response activities
(69) St Vincent Charity Medical Center
2351 East 22nd Street
Cleveland,OH44115
34-0714736 501(c)(3) 64,893       COVID-19 preparedness and response activities
(70) Summa Health System
525 East Market Street
Akron,OH44304
34-1887844 501(c)(3) 64,893       COVID-19 preparedness and response activities
(71) Summa Western Reserve Hospital
1900 23rd Street
Cuyahoga Falls,OH44223
26-3536780 501(c)(3) 64,893       COVID-19 preparedness and response activities
(72) Sun Behavioral Columbus
900 E Dublin-Granville Road
Columbus,OH43229
38-3968723   12,857       COVID-19 preparedness and response activities
(73) Trinity Hospital Twin City
819 North 1st Street
Dennison,OH44621
27-5401105 501(c)(3) 31,344       COVID-19 preparedness and response activities
(74) University Hospitals Conneaut Medical Center
158 West Main Road
Conneaut,OH44030
34-0714550 501(c)(3) 31,344       COVID-19 preparedness and response activities
(75) University Hospitals Geneva Medical Center
870 West Main Street
Geneva,OH44041
34-0714461 501(c)(3) 31,344       COVID-19 preparedness and response activities
(76) University Hospitals Rainbow Babies & Children's Hospital
11100 Euclid Ave
Cleveland,OH44106
34-1567805 501(c)(3) 64,893       COVID-19 preparedness and response activities
(77) University Hospitals Samaritan Medical Center
1025 Center Street
Ashland,OH44805
34-0714535 501(c)(3) 31,344       COVID-19 preparedness and response activities
(78) University of Cincinnati Medical Center
234 Goodman Street
Cincinnati,OH45219
31-1479038 501(c)(3) 64,893       COVID-19 preparedness and response activities
(79) University of Toledo Medical Center
3000 Arlington Ave
Toledo,OH43614
34-0967014 501(c)(3) 64,893       COVID-19 preparedness and response activities
(80) Van Wert Health
1250 South Washington Street
Van Wert,OH45891
34-4429514 501(c)(3) 31,344       COVID-19 preparedness and response activities
(81) Wayne HealthCare
835 Sweitzer Street
Greenville,OH45331
34-4428598 501(c)(3) 96,237       COVID-19 preparedness and response activities
(82) Wilson Health
915 West Michigan Street
Sidney,OH45365
34-4427944 501(c)(3) 96,237       COVID-19 preparedness and response activities
(83) Wooster Community Hospital
1761 Beall Avenue
Wooster,OH44691
34-6003129 501(c)(3) 96,237       COVID-19 preparedness and response activities
(84) WVU Medicine - Barnesville Hospital
639 West Main Street
Barnesville,OH43713
34-0719172 501(c)(3) 64,893       COVID-19 preparedness and response activities
(85) Wyandot Memorial Hospital
885 North Sandusky Avenue
Upper Sandusky,OH43351
34-6408698 501(c)(3) 96,237       COVID-19 preparedness and response activities
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
81
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
4
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2020

Schedule I (Form 990) 2020
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The Board of Trustees and management monitor the use of grants to ensure they are used for their intended purposes. Additionally, an audit of compliance in accordance with Uniform Guidance was performed. Under federal guidelines, the Foundation is responsible for monitoring grant recipients to help assure that federal awards are expended for authorized purposes in compliance with law, regulations and the provisions of contracts or grant agreements, and that performance goals are achieved.
Schedule I (Form 990) 2020



Additional Data


Software ID: 20011424
Software Version: 2020v4.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Graphic Arrow Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Graphic Arrow Attach to Form 990.
Graphic Arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
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
No
1a
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.
b
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 .....
1b
 
 
2
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? ....
2
 
 
3
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.
4
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:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
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.
5
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:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
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:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
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 ............
7
 
No
8
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 ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
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
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1Michael Abrams
 
President & CEO
(i)

(ii)
0
-------------
676,605
0
-------------
171,175
0
-------------
36,518
0
-------------
118,363
0
-------------
62,307
0
-------------
1,064,968
0
-------------
0
2Mary Gallagher
 
Executive VP & Chief of Staff
(i)

(ii)
0
-------------
348,670
0
-------------
72,058
0
-------------
18,973
0
-------------
32,775
0
-------------
62,305
0
-------------
534,781
0
-------------
0
3Rosalie Weakland
 
Senior Director, Quality Programs
(i)

(ii)
132,415
-------------
0
13,543
-------------
0
5,818
-------------
0
15,575
-------------
0
19,076
-------------
0
186,427
-------------
0
0
-------------
0
Schedule J (Form 990) 2020

Schedule J (Form 990) 2020
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 2020 AND IS DOCUMENTED WITHIN THE COMPENSATION COMMITTEE MINUTES.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan Mike Abrams participates in a SERP 457(f) plan maintained by OHA. Amounts includible in income under section 457(f) = $0 Contributions to nonqualified plans (nonvested) = $85,587.50
Schedule J (Form 990) 2020

Additional Data


Software ID: 20011424
Software Version: 2020v4.0
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
2020
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 4b PROGRAM SERVICE DESCRIPTION (Cont.) WayFinder: As OHA was awarded the federal HIIN contract through CMS, OHA continued to work on the usage of the Battelle WayFinder platform. This predictive analytics platform was provided at no cost to HIIN-participating hospitals. OHA worked with participating hospitals to provide user training and platform improvement. In 2018, OHA worked with Battelle to create a supplemental quarterly summary report for the data inclusive of the platform. In 2019, a monthly report for hospitals was developed. These reports were posted on a regular basis to the platform and is of no cost to participating hospitals. This platform was taken down in March 2020, when the federal contract ended. OHA worked with Battelle to archive at OHA the quarterly and monthly final reports for hospitals, totaling 170 reports.
Form 990, Part III, Line 2 New program services During the year, REF received funding from the U.S. Department of Health and Human Services ("HHS") - Assistant Secretary for Preparedness and Response ("ASPR") for COVID-19 response activities. Please see Form 990, Part III, Line 4a for more information regarding this program
Form 990, Part III, Line 4d Description of other program services (Expenses $ 146,548 including grants of $)(Revenue $ 2,199) Community Health Opioid Response Initiative (ORI): The Opioid Response Initiative began as a targeted initiative aimed at hospitals most disproportionately affected by the opioid epidemic. 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 shared among ORI participants, much of the efforts have been concentrated in two areas: Data Support and Grant Development. Data Support: -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 and/or health systems -In 2020, 164 reports were produced as a part of the ODC for these participating hospitals and health systems. Grant Development: -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 opioid resource hub pages have had a total of 9,446 hits since the launch, averaging nearly 500 hits per month. Information regarding the ODC has been provided previously. The work began in 2018, the contract was amended in mid-2019, and was completed in early 2020. Award: $223,252.69 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. The online learning tool reached over 750 providers across Ohio. An overview of the extended work of the ODC has been provided previously. Award: $288,677.82 and has been extended to February 2022. -OHA was awarded a grant from ACOG and ASAM to host a free Buprenorphine Waiver Training course for Ohio maternal health providers. This was hosted virtually on July 17, 2020. Maternal and Infant Health 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 and Ohio March of Dimes. -OHA has a seat on the state of Ohio Commission on Infant Mortality and Ohio Newborn Advisory Steering Committee 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 2020 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. This cohort began in 2019, but continued into 2020. 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 2020, the program expanded its reach to over 99% 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 2020. 79 hospitals were recognized in 2020 for their work in 2019. This reflects over a 50% increase in participation since the first year. -In October 2020, Ohio First Steps hosted a webcast on 'Breastfeeding & COVID-19 - What are We Learning', which was provided at no cost to all hospitals. The recording and slide are posted on our webpage. Maternal Health: In 2019, OHA reached out to members hospitals/health systems and partner organizations to create a Maternal Health Steering Committee. This group includes representatives from rural hospitals, large systems, AWHONN, ACOG, OPQC, and other healthcare partners. In 2020, OHA partnered with the Ohio Department of Health (ODH) to submit an application for Ohio to join the national ACOG program, the Alliance for Innovation on Maternal Health (AIM). This application was accepted in September 2020. Additionally, OHA is on the steering committee of a HRSA funded project that is run through ODH to pilot work around severe maternal hypertension. Lastly, the OHA has been providing quarterly hospital benchmark reports on maternal health outcomes, including 'Severe Maternal Morbidity'. In 2020, OHA provided 405 total reports to member hospitals at no cost. Physician Leadership Council: The Physician Leadership Council, launched in 2017, brought together physician leaders from statewide hospitals and health systems. Three meetings of the Physician Leadership Council were facilitated on: *January 17, 2020 *July 24, 2020 *October 9, 2020 Continuing Education Provider Unit: The Ohio Hospital Association (OLN-0017-P) is approved as a provider unit of continuing education by the Ohio Board of Nursing through the approver unit at the Ohio League for Nursing (OBN-006-92) and provider unit status is valid through June 30, 2023. In 2020: -OHA successfully renewed its nursing continuing education provider unit status. -A total of 55.25 hours of approved continuing nursing education were provided via this unit.
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, 2020 WAS 52. 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 - 49 EMPLOYEES --OHIO HOSPITALS GROUP RATED WORKERS COMPENSATION PROGRAM, INC. - 0 EMPLOYEES --THE RESEARCH & EDUCATIONAL FOUNDATION OF THE OHIO HOSPITAL ASSOCIATION - 3 EMPLOYEES --OHIO HEALTHCARE PURCHASING - 0 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 2020. 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 2020 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 and supplemental schedules were reviewed by management and the Audit Committee Chair 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, officers, and management prior to its filing with the IRS.
Form 990, Part VI, Line 12c Conflict of interest policy EACH TRUSTEE, DIRECTOR, PRINCIPAL OFFICER, other officer, key employee, AND MEMBER OF A COMMITTEE WITH BOARD DESIGNATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE DUALITY OF INTEREST AND CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE ORGANIZATION IS TAX-EXEMPT AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. After a disclosure, and after any discussions with the interested person, the interested person may be asked by the chairperson to leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. If a conflict of interest exists, the interested person may make a presentation to the board or committee and may be asked to leave the meeting during the discussion of, and the vote on, the arrangement that results in the conflict. After exercising due diligence, the board or committee shall determine whether the company can obtain a more advantageous arrangement with reasonable efforts from a person that would not give rise to a conflict of interest. If that is not reasonably attainable, the board or committee shall determine by a majority vote of the disinterested directors whether the arrangement is in the company's best interest.
Form 990, Part VI, Line 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: 820585, Program Service Expense: 820585, Management and General Expenses: , Fundraising Expenses: ; Hospital Improvement Innovation Network - Total Expense: 374724, Program Service Expense: 374724, Management and General Expenses: , Fundraising Expenses: ; Energy Programs - Total Expense: 29000, Program Service Expense: 29000, Management and General Expenses: , Fundraising Expenses: ; Other - Total Expense: 35292, Program Service Expense: , Management and General Expenses: 35292, Fundraising Expenses: ;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances Repayment of unused grant funds - -130081; Grant unfulfillment due to Covid-19 - -200000;
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2020


Additional Data


Software ID: 20011424
Software Version: 2020v4.0
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2020
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?
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) 2020
Schedule R (Form 990) 2020
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?



(k)
Percentage
ownership


Yes No 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
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
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) 2020
Schedule R (Form 990) 2020
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
No
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 .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
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 366,022 COST
(2) Ohio Hospital Association

O 170,000 cost




Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
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)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(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?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2020
Schedule R (Form 990) 2020
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) 2020

Additional Data


Software ID: 20011424
Software Version: 2020v4.0