How much does Upper Valley Medical Center give?

Upper Valley Medical Center reported 30 grants totaling $7,815,624 in its FY2024 IRS filing. It funded between 12 and 28 organizations a year over FY2017 to FY2023.

What does Upper Valley Medical Center fund?

By grant dollars over FY2017 to FY2024, its largest causes are Health (31%), Human Services (25%), Education (15%).

Who are Upper Valley Medical Center's largest grantees?

By total granted over FY2017 to FY2024: Miami County YMCA ($6.0M), Hospice of Miami County Inc ($3.1M), Edison Community College ($3.0M).

Does Upper Valley Medical Center fund new organizations?

In FY2023, 21% of the organizations it funded were first-time grantees.

Which funders back the same organizations as Upper Valley Medical Center?

Its strongest co-funders, measured against what their size predicts, include The Troy Foundation, The Paul G Duke Foundation, The Dayton Foundation.

Where is Upper Valley Medical Center based?

Upper Valley Medical Center is based in OH.

Upper Valley Medical Center

Upper Valley Medical Center at a glance Also receives grants: funding profile →

· Public charity

Upper Valley Medical Center

We care.

$7.8M

Granted FY2024still arriving

Grants FY2024still arriving

States reached

$3.0M

Largest

01What it funds

01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Health$9.3MHuman Services$7.6MEducation$4.7MCommunity Improvement$3.7MArts & Culture$2.2MRecreation & Sports$1.0MPublic Benefit$985kPhilanthropy$778kOther$0

02FY2024 · 30 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

Under $10k10 grants · $67k
$10k–50k5 grants · $89k
$50k–250k10 grants · $1.3M
$250k+5 grants · $6.3M

$67,953

Median grant

States reached

$405M

Total assets

Largest grants
Recipient	Amount
EDISON COMMUNITY COLLEGE	$3,000,090
PIQUA AREA CHAMBER OF COMMERCE	$2,000,150
TROY CHRISTIAN ATHLETIC BOOSTERS	$500,000
TROY FOUNDATION	$500,000
THE VILLAGE OF COVINGTON	$326,250
CITY OF TIPP CITY	$222,213
SAMARITAN BEHAVIORAL HEALTH	$171,250
MIAMI COUNTY DENTAL CLINIC	$166,700
HEALTH PARTNERS FREE CLINIC	$150,135
TROY MIAMI COUNTY PUBLIC LIBRARY	$128,500
LINCOLN COMMUNITY CENTER	$115,685
TCN BEHAVIORAL HEALTH SERVICES INC	$92,000
MIAMI COUNTY HEALTH DISTRICT	$89,349
THE ARBOGAST PERFORMING ART CENTER	$87,545
MIAMI VALLEY HOSPITAL	$67,953

02The need

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $6.1M) land where the poverty rate runs at 10%, against an area that typically sits at 13%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

grant to an above-average-need area below average· circle size = grant amount

How this is measured

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

How this is measured

US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.

03Its grantees

repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

71%of every dollar goes to organizations it has funded before.

$21M · 39 repeat orgs$8.4M to everyone else

39 repeat relationships: 23 still active in FY2024, 16 since wound down; 6 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

Total granted

$21M

$2.9M

Median revenue growth · since first grant

+21%

+30%

Still filing today

79%

60%

New vs renewed · share of each year

In FY2024, 25% of grant dollars renewed an existing relationship; $5.5M went to new ones.

RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

HealthHuman ServicesArts & CultureFood & NutritionCommunity ImprovementEducationOther

How this is measured

First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

MC
Miami County YMCA
4× · 2017–2022 · $6.0M · revenue +9% · 98% of their budget
LC
LINCOLN COMMUNITY CENTER
5× · 2019–2024 · $1.2M · revenue +31% · 30% of their budget
TC
TROY CHRISTIAN ATHLETIC BOOSTERS
2× · 2023–2024 · $1.0M · revenue +74% · 83% of their budget

Funded once

CD
CITYWIDE DEVELOPMENT CORPORATIONgraduated
one grant, 2019 · $1.5M · revenue +254%
ME
MIAMI EAST LOCAL SCHOOL DISTRICT
one grant, 2023 · $540k
PC
PIQUA CITY SCHOOLS
one grant, 2023 · $375k

How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

Dayton Area Chamber of Commerce

The chamber is a member association designed to be the leading advocate for the business community of the greater dayton region. its mission is to work shoulder to shoulder with businesses to help them succeed.

—

Fidelity Health Care

We care. we teach. we innovate. we serve.

Health

Ohio Hills Health Services

Ohio hills health services is a non-profit health care operation, organized by communities in eastern ohio to promote healthy lifestyles and to provide preventative and comprehensive medical and dental care for area residents. the primary…

—

Defiance Hospital Inc

Our mission is to be the leader in providing quality healthcare services that meet the needs and exceed the expectations of our customers

Health

The Healthcare Connection Inc

To provide quality, culturally sensitive and accessible primary health care services focusing on the medically underserved, underinsured, and uninsured residing in northern hamilton county and surrounding areas.

—

Hospice of Dayton Inc

The hospice of dayton, inc. is committed to making quality hospice care available and accessible to terminally ill persons and their families, regardless of ability to pay, and in a manner consistent with the highest hospice standards. our…

Human Services

Hospital Council of Northwest Ohio

The hospital council of northwest ohio is a member-driven organization that represents and advocates on behalf of its member hospitals and health systems, and provides collaborative opportunities to enhance the health status of the…

Health

Good Samaritan Hospital

We will improve the health of the communities we serve with others who share our commitment to provide high-quality, cost-competitive healthcare services.

—

Mount Carmel Health System

We, mount carmel health system and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities. mount carmel health system is a member of trinity health.

—

Hospice of Fayette County Inc

Provide home or nursing home care for terminally ill patients and their families. provided education & support to fayette county and surrounding communities about qualify of life issues.

—

Hospice & Palliative Care of the Ohio Valley Inc

Helping individuals live with dignity through the final stage of life.

Human Services

Upper Valley Medical Center

We care. we teach. we innovate. we serve.

Health

How this is measured

The grantee most central to the portfolio’s shape is The United Way of the Greater Dayton Area; the most unlike its peers is American Legion 184 Schnell Westfall Post. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

49 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 49 of the 64 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

Load-bearing (≥25% of a budget)

Early backer (in before they grew)

47/49

Grantees still filing

30/49

Grew since first funded

Where the money sits, by cause and then by grantee

Other$12,936,568Human Services$6,065,540Health$5,415,612Arts & Culture$2,148,928Community Improvement$1,565,364Philanthropy$1,300,493Education$1,025,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Troy FoundationOH60.9× affinity27 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: The Troy Foundation · The Paul G Duke Foundation · The Dayton Foundation · Miami Valley Hospital · United Way of Miami County Ohio · Piqua Community Foundation · Dayton Foundation Depository · Atrium Medical Center · The Niels a Lundgard and Ruth Lundgard · Niels a Lundgard & Ruth Lundgard Fdn · Mathile Family Foundation · Dayton Foundation Plus Inc

How this is measured

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Upper Valley Medical Center funds: left to right is the share of its income from government, bottom to top the share from Upper Valley Medical Center. Bigger dots raise more.

2024

’20’21’22’23’24’25

no gov moneyreceives it· size = income

0get no government money at all

10report government grants on their 990 we could not trace to a source (not plotted)

0rely on government for over half their income

⤢ axis zoomed · 0–40%

typical government reliance, FY20–25

How this is measured

Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

Play a game based on Upper Valley Medical Center’s filings →

More from the funding graph

The unnamed billions

grants reported with no recipient in the public record

The regranting layer

51% of grant dollars land in the regranting layer

The DAF merry-go-round

$9.7B circulates between donor-advised funds

The endowment market

who holds foundation money, and what just moved

The camps

funders cluster by geography, not ideology

By state

where grant money is based, and what stays home