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Upper Valley Medical Center

DAYTON, OH EIN: 31-0537095 Website

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

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

1states

States

Cities

BeavercreekCasstownColumbusCovingtonDaytonDublinMiddletownOakwoodPiquaTipp CityTroyWest MiltonXenia

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.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$49M$99M$148M$198M20202021202220232024
Metric202420232022
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

$0$2M$4M$6M$8M19 grants202019 grants202128 grants202229 grants202330 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

EDISON COMMUNITY COLLEGE$3.0MPIQUA AREA CHAMBER OF CO…$2.0MTROY CHRISTIAN ATHLETIC …$500KTROY FOUNDATION$500KTHE VILLAGE OF COVINGTON$326KCITY OF TIPP CITY$222KSAMARITAN BEHAVIORAL HEA…$171KMIAMI COUNTY DENTAL CLINIC$167KHEALTH PARTNERS FREE CLI…$150KTROY MIAMI COUNTY PUBLIC…$129K

Grant Size Distribution

125 grants across all recorded years

70<$50K16$50–100K25$100–250K3$250–500K6$500K–1M4$1–5M1$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

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

LAKMALI C RANATHUNGATRUSTEE & CMO$549KTRISHA L WACKLERTRUSTEEE & CNO$430KTERESA A GULKERDIR NRS-WMS SRVC-BEH HLTH-UVMC$213KDUANNA R OSTINGPRES/EXEC DIR-UVMC FOUNDATION$212KDENISE R HERKINSDIR-NURSING-SURGERY/TELE-UVMC$208KRYAN E MCELDOWNEYCLINICAL STAFF PHARMACIST I$198KMIKI L GILLESPIERESP THERP III - REG$193KDIANNE RUHENKAMPBOARD TREASURER$178K

From 2024 filing

NameTitleHoursCompensation
MICHAEL C RIORDANPREMIER PRES & CEO10
KEVIN W HARLANPRESIDENT19
ROBERT M KOHUT MDTRUSTEE0.5
LAKMALI C RANATHUNGATRUSTEE & CMO40$549,113
TRISHA L WACKLERTRUSTEEE & CNO40$430,205
JIGAR PATEL MDTRUSTEE0.5
SCOTT SWABB DOTRUSTEE0.5
APRIL ANDERSON MDTRUSTEE0.5
EBBA RAJAB MDBOARD CHAIR0.5
DIANNE RUHENKAMPBOARD TREASURER39$178,175
ELIZABETH D WILFONGBOARD SECRETARY0.5
KEITH D BRICKING MDEVP & CHIEF CLINICAL OFFICER10
MARY M CLANCYCHIEF DIGITAL & INFORMATION OFFICER10
J MICHAEL SIMSSYS VP & CORPORATE CONTROLLER9
LISA M GOSSETTVP NURSING/CNO/PATIENT EXP-PH10
CARA W POWERSCHIEF LEGAL OFFICER9
AMANDA K ADKINS-RICCISYSTEM VP REVENUE CYCLE10
DUANNA R OSTINGPRES/EXEC DIR-UVMC FOUNDATION10$211,930
DENISE R HERKINSDIR-NURSING-SURGERY/TELE-UVMC40$208,073
TERESA A GULKERDIR NRS-WMS SRVC-BEH HLTH-UVMC40$212,930
RYAN E MCELDOWNEYCLINICAL STAFF PHARMACIST I40$198,038
MIKI L GILLESPIERESP THERP III - REG40$193,143
FAYEZ D ABBOUD MDFORMER TRUSTEE & OFFICER
GEOFFREY P WALKERFORMER KEY EMPLOYEE
ELAINE LAINIE M DEANFORMER KEY EMPLOYEE
BILLIE L LUCENTE-BAKERFORMER KEY EMPLOYEE
MARC R BELCASTRO MDFORMER KEY EMPLOYEE
GARY G GINTERFORMER KEY EMPLOYEE

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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