UC HEALTH FOUNDATION Charity Report

Public IRS 990 nonprofit record

UC HEALTH FOUNDATION

EIN 26-1594868 · Support N.E.C. (E19)

What they do

UC HEALTH FOUNDATION is THE FUNDRAISING ENTITY of THE UC HEALTHCARE SYSTEM. OUR MISSION is to SUPPORT GROUNDBREAKING WORK THAT TAKES PLACE ACROSS THE ACADEMIC HEALTH CENTER to PROVIDE THE BEST IN PREVENTION, TREATMENT, EDUCATION and RESEARCH to BENEFIT YOUR LIFE and THE LIVES of OUR PATIENTS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $92.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders17 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

124.07%of revenue went to mission work92.9% of expenses · Program services

$133.52spent for every $100 of revenueSpending was higher than revenue this year.

9.45%of revenue went to management and office costs7.1% of expenses

$2.39in assets for every $1 spent this yearSome assets cannot be spent right away.

96.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $2,402,791 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $219,483 for JONATHAN AGREE (VP OF DEVELOPMENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,168,173

Mission workProgram services$8,893,816124.07% of revenue92.9% of expenses

ManagementOffice and general costs$677,1489.45% of revenue7.1% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$9,570,964133.52% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 92.9% mission · 7.1% management · 0.0% fundraisingTotal expenses: 133.52% of revenue

2023Expense mix: 91.7% mission · 8.3% management · 0.0% fundraisingTotal expenses: 87.03% of revenue

2022Expense mix: 89.3% mission · 10.7% management · 0.0% fundraisingTotal expenses: 65.35% of revenue

2021Expense mix: 88.6% mission · 11.4% management · 0.0% fundraisingTotal expenses: 176.01% of revenue

2020Expense mix: 91.1% mission · 8.9% management · 0.0% fundraisingTotal expenses: 52.46% of revenue

2019Expense mix: 90.8% mission · 9.2% management · 0.0% fundraisingTotal expenses: 136.68% of revenue

2018Expense mix: 97.6% mission · 2.4% management · 0.0% fundraisingTotal expenses: 502.36% of revenue

2017Expense mix: 88.1% mission · 11.9% management · 0.0% fundraisingTotal expenses: 116.17% of revenue

Money in and money out

Revenue$7,168,173

Expenses$9,570,964

Annual shortfall $2,402,791 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$8,893,816 · 92.9% of expenses

Management and office costs$677,148 · 7.1% of expenses

See all reported dollar amounts

Revenue$7,168,173

Expenses$9,570,964

Assets$22,906,263

Income$7,232,994

Contributions$6,945,445

Mission work (program services)$8,893,816

Grants given$39,029,404

Average grant$5,575,629

Management and general$677,148

Stocks and bonds$11,178,595

Investing fees$11,838

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JONATHAN AGREEVP OF DEVELOPMENT · 20 hrs/week $219,483Base $194,858 · Other $24,625

CYNTHIA MOOREEXEC DIR OF CORP FOUNDATION RELATION · 40 hrs/week $168,763Base $149,073 · Other $19,690

EMMA LAVERTYASST VP OF UCH CLINICAL PROGRAMS · 20 hrs/week $125,945Base $102,344 · Other $23,601

KATRINA ENGLISHINTERIM PRESIDENT · 5 hrs/week $42,919Base · Other $42,919

HUGH R HINDS JRCFO/TREASURER/SEC (END ROLE 10/24) · 2 hrs/week $32,786Base · Other $32,786

MICHAEL A THOMAS MDTRUSTEE · 1 hrs/week $29,382Base · Other $29,382

CHARMAINE ROCHESTERCFO/TREASURER/SECRETARY (BEG 10/24) · 2 hrs/week $11,645Base · Other $11,645

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (17)

JONATHAN AGREEVP OF DEVELOPMENT

CYNTHIA MOOREEXEC DIR OF CORP FOUNDATION RELATION

EMMA LAVERTYASST VP OF UCH CLINICAL PROGRAMS

KATRINA ENGLISHINTERIM PRESIDENT

HUGH R HINDS JRCFO/TREASURER/SEC (END ROLE 10/24)

MICHAEL A THOMAS MDTRUSTEE

CHARMAINE ROCHESTERCFO/TREASURER/SECRETARY (BEG 10/24)

JOHN ALLBRITTINTRUSTEE

GARY JOHNSTRUSTEE

KATHRYN HOLLISTERCHAIRPERSON

EBOW VROOMTRUSTEE

CARRIE HAYDENTRUSTEE

PETER NIEHOFFTRUSTEE

SARA HYZDUTRUSTEE

SCOTT BRISTOWTRUSTEE

STEVE WANAMAKERTRUSTEE

TONIA ELRODTRUSTEE

About this charity

Recognized since: January 2009
Location: 3200 BURNET AVENUE, CINCINNATI, OH 45229
County: Hamilton
In care of: CHARMAINE ROCHESTER
Primary officer: CHARMAINE ROCHESTER, SENIOR VP & CFO

How to reach them

WebsiteVisit the charity’s website Emaildonations@uchealth.com Phone(513) 585-8229

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: DELOITTE TAX LLP
NTEE classification: Support N.E.C. (E19)
IRS tax category: Support N.E.C.
Grant-giving organization: Yes