Upper Valley Medical Center is a nonprofit hospital located in Troy, Ohio, operating as a subordinate organization under Miami Valley Hospital within the Premier Health system. The organization is a public charity designated as a 501(c)(3) entity, tax-exempt since April 1938. Upper Valley Medical Center provides comprehensive inpatient, outpatient, and emergency healthcare services to residents of Champaign, Darke, Miami, and Shelby counties in Ohio.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$405.5M
+107.1% YoY
Annual Giving
$7.8M
+145.0% YoY
Grant Count
30
+3.4% YoY
Avg Grant Size
$259K
+136.8% YoY
Mission & Focus Areas
Upper Valley Medical Center's primary exempt purpose is to provide comprehensive inpatient, outpatient, and emergency health care services to residents of Champaign, Darke, Miami, and Shelby counties. The organization furthers its tax-exempt purpose by promoting the health of the community through various initiatives and collaborative efforts.
The organization's grantmaking focuses on Education, Philanthropy, Voluntarism & Grantmaking, and Human Services, with particular emphasis on nonprofit human services, poverty alleviation, and reproductive health.
Grantmaking
Upper Valley Medical Center makes grants to support community initiatives and organizations. Recent grants include:
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Geographic Focus
Where this funder awards grants
Upper Valley Medical Center primarily serves Miami County, Ohio, and the surrounding area, with specific focus on Champaign, Darke, Miami, and Shelby counties in Ohio.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2023:
- Total Assets: $195,749,465
- Total Revenues: $163,500,910
- Total Expenses: $139,022,260
- Net Assets/Fund Balances: $76,481,636
- Total Liabilities: $119,267,829
- Revenues Less Expenses: $24,478,650
Revenue Breakdown (2023):
- Program Service Revenue: $155,108,597
- Investment Income: $5,602,288
- Other Revenue: $2,615,687
- Gross Receipts from All Sources: $208,089,443
Accountability:
Upper Valley Medical Center received a Three-Star rating from Charity Navigator (78%), reflecting solid performance in accountability and financial health. The organization earned full points in multiple categories related to financial oversight and essential policies, indicating effective utilization of resources to benefit its mission.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $405,463,495 | $195,749,465 | $183,380,421 |
| Revenue | $179,955,208 | $163,500,910 | $164,650,246 |
| Expenses | $154,511,276 | $139,022,260 | $136,929,479 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $5,880,883 | $5,602,288 | $2,286,745 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
125 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Edison Community College ($3,000,090), Piqua Area Chamber of Commerce ($2,000,150), Troy Christian Athletic Boosters ($500,000).
| Recipient | Purpose | Amount |
|---|---|---|
| EDISON COMMUNITY COLLEGE PIQUA, OH | SUPPORT | $3,000,090 |
| PIQUA AREA CHAMBER OF COMMERCE PIQUA, OH | SUPPORT | $2,000,150 |
| TROY CHRISTIAN ATHLETIC BOOSTERS TROY, OH | SUPPORT | $500,000 |
| TROY FOUNDATION TROY, OH | SUPPORT | $500,000 |
| THE VILLAGE OF COVINGTON COVINGTON, OH | SUPPORT | $326,250 |
| CITY OF TIPP CITY TIPP CITY, OH | SUPPORT | $222,213 |
| SAMARITAN BEHAVIORAL HEALTH DAYTON, OH | SUPPORT | $171,250 |
| MIAMI COUNTY DENTAL CLINIC TROY, OH | SUPPORT | $166,700 |
| HEALTH PARTNERS FREE CLINIC TROY, OH | SUPPORT | $150,135 |
| TROY MIAMI COUNTY PUBLIC LIBRARY TROY, OH | SUPPORT | $128,500 |
Leadership & Key People
Leadership team and compensation from IRS filings
Kevin W Harlan is listed as a key leader associated with the organization.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHAEL C RIORDAN | PREMIER PRES & CEO | 10 | — |
| KEVIN W HARLAN | PRESIDENT | 19 | — |
| ROBERT M KOHUT MD | TRUSTEE | 0.5 | — |
| LAKMALI C RANATHUNGA | TRUSTEE & CMO | 40 | $549,113 |
| TRISHA L WACKLER | TRUSTEEE & CNO | 40 | $430,205 |
| JIGAR PATEL MD | TRUSTEE | 0.5 | — |
| SCOTT SWABB DO | TRUSTEE | 0.5 | — |
| APRIL ANDERSON MD | TRUSTEE | 0.5 | — |
| EBBA RAJAB MD | BOARD CHAIR | 0.5 | — |
| DIANNE RUHENKAMP | BOARD TREASURER | 39 | $178,175 |
| ELIZABETH D WILFONG | BOARD SECRETARY | 0.5 | — |
| KEITH D BRICKING MD | EVP & CHIEF CLINICAL OFFICER | 10 | — |
| MARY M CLANCY | CHIEF DIGITAL & INFORMATION OFFICER | 10 | — |
| J MICHAEL SIMS | SYS VP & CORPORATE CONTROLLER | 9 | — |
| LISA M GOSSETT | VP NURSING/CNO/PATIENT EXP-PH | 10 | — |
| CARA W POWERS | CHIEF LEGAL OFFICER | 9 | — |
| AMANDA K ADKINS-RICCI | SYSTEM VP REVENUE CYCLE | 10 | — |
| DUANNA R OSTING | PRES/EXEC DIR-UVMC FOUNDATION | 10 | $211,930 |
| DENISE R HERKINS | DIR-NURSING-SURGERY/TELE-UVMC | 40 | $208,073 |
| TERESA A GULKER | DIR NRS-WMS SRVC-BEH HLTH-UVMC | 40 | $212,930 |
| RYAN E MCELDOWNEY | CLINICAL STAFF PHARMACIST I | 40 | $198,038 |
| MIKI L GILLESPIE | RESP THERP III - REG | 40 | $193,143 |
| FAYEZ D ABBOUD MD | FORMER TRUSTEE & OFFICER | — | — |
| GEOFFREY P WALKER | FORMER KEY EMPLOYEE | — | — |
| ELAINE LAINIE M DEAN | FORMER KEY EMPLOYEE | — | — |
| BILLIE L LUCENTE-BAKER | FORMER KEY EMPLOYEE | — | — |
| MARC R BELCASTRO MD | FORMER KEY EMPLOYEE | — | — |
| GARY G GINTER | FORMER KEY EMPLOYEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Upper Valley Medical Center fund?
Upper Valley Medical Center's primary exempt purpose is to provide comprehensive inpatient, outpatient, and emergency health care services to residents of Champaign, Darke, Miami, and Shelby counties. The organization furthers its tax-exempt purpose by promoting the health of the community through various initiatives and collaborative efforts. The organization's grantmaking focuses on Education, Philanthropy, Voluntarism & Grantmaking, and Human Services, with particular emphasis on nonprofit h…
How do I apply for a grant from Upper Valley Medical Center?
Upper Valley Medical Center makes grants to support community initiatives and organizations. Recent grants include: • The Troy Foundation: $500,000 (2023) • Troy Christian Athletic Boosters: $500,000 (2023) • Miami County Dental Clinic: $155,000 (2023) Total giving in 2023 was $7,815,624, with typical award amounts ranging from $5,150 to $3,000,090. The organization has made at least 25 grants in recent years. Upper Valley Medical Center Foundation serves as a dedicated funding vehicle, playing…
Where does Upper Valley Medical Center make grants?
Upper Valley Medical Center primarily serves Miami County, Ohio, and the surrounding area, with specific focus on Champaign, Darke, Miami, and Shelby counties in Ohio.
What size grants does Upper Valley Medical Center award?
In 2024, Upper Valley Medical Center awarded 30 grants totaling $7.8M — an average of about $259K per grant, based on its IRS Form 990 filings.
What is Upper Valley Medical Center's EIN?
Upper Valley Medical Center's EIN (Employer Identification Number) is 31-0537095. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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