Totals
- Total revenue
- $63,728,712
- Total expenses
- $57,167,818
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $63,412,759
- Investment income
- $3,033
- Other revenue
- $312,920
- Total assets, end of year
- $26,699,495
- Total liabilities, end of year
- $6,989,057
- Net assets or fund balances, end of year
- $19,710,438
- Program services expenses (Part IX)
- $52,171,885
- Management and general expenses
- $4,995,933
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $52,171,885
Program services were 91.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JEFF GRAHAM
AHS PRESIDENT & CEO
- Total calculated
- $1,068,566
- From this org
- $0
- From related orgs
- $1,010,366
- Other
- $58,200
- Hours/week
- 1 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $956,818 related
- Bonus
- $0 + $39,688 related
- Other
- $0 + $13,860 related
- Deferred
- $0 + $23,080 related
- Nontaxable benefits
- $0 + $35,120 related
- Filer's total
- $0 + $1,068,566 related
-
JENNY BREEDLOVE
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
BRIAN REAM
TRUSTEE/CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
CHELSIE BAKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DOUG BOEDEKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JEFF FUNARI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
ROBYN HADDEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
MARY E KING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
CARLA MELVIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
CHIQUITA NASH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
KIM PITTSER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
DIANNA WAYNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
JIM MCMANUS
AHS CHIEF FINANCIAL OFFICER
- Total calculated
- $747,455
- From this org
- $0
- From related orgs
- $621,511
- Other
- $125,944
- Hours/week
- 1 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $547,954 related
- Bonus
- $0 + $35,472 related
- Other
- $0 + $38,085 related
- Deferred
- $0 + $74,012 related
- Nontaxable benefits
- $0 + $51,932 related
- Filer's total
- $0 + $747,455 related
-
KATHERINE EDRINGTON
AHS COO
- Total calculated
- $653,968
- From this org
- $0
- From related orgs
- $621,194
- Other
- $32,774
- Hours/week
- 1 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $605,161 related
- Bonus
- $0 + $13,933 related
- Other
- $0 + $2,100 related
- Deferred
- $0 + $17,691 related
- Nontaxable benefits
- $0 + $15,083 related
- Filer's total
- $0 + $653,968 related
-
JOSH MCCOY
SENIOR OPERATIONS EXECTUTIVE DIRECTOR
- Total calculated
- $292,265
- From this org
- $0
- From related orgs
- $252,673
- Other
- $39,592
- Hours/week
- 25 + 25 related
Schedule J breakdown matched by us
- Base
- $0 + $247,938 related
- Bonus
- $0
- Other
- $0 + $4,735 related
- Deferred
- $0 + $11,367 related
- Nontaxable benefits
- $0 + $28,225 related
- Filer's total
- $0 + $292,265 related
-
MELISSA LEMLE
PHARMACIST
- Total calculated
- $199,411
- From this org
- $161,814
- From related orgs
- $0
- Other
- $37,597
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $148,069
- Bonus
- $333
- Other
- $13,412
- Deferred
- $1,300
- Nontaxable benefits
- $36,297
- Filer's total
- $199,411
-
CAROYLN WALLIN
DIR OPERATIONS CRITICAL ACCESS
- Total calculated
- $198,237
- From this org
- $154,263
- From related orgs
- $0
- Other
- $43,974
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $152,568
- Bonus
- $1,500
- Other
- $195
- Deferred
- $21,160
- Nontaxable benefits
- $22,814
- Filer's total
- $198,237
-
TAMMIE WILSON
DIR NURSING
- Total calculated
- $182,287
- From this org
- $152,982
- From related orgs
- $0
- Other
- $29,305
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $151,183
- Bonus
- $1,200
- Other
- $599
- Deferred
- $27,388
- Nontaxable benefits
- $1,917
- Filer's total
- $182,287
-
MATTHEW INSLEY
TL PHARMACY
- Total calculated
- $182,061
- From this org
- $146,234
- From related orgs
- $0
- Other
- $35,827
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $140,353
- Bonus
- $0
- Other
- $5,881
- Deferred
- $7,627
- Nontaxable benefits
- $28,200
- Filer's total
- $182,061
-
EMILY STEPHENS
NURSE PRACTITIONER WRVU
- Total calculated
- $151,288
- From this org
- $131,196
- From related orgs
- $0
- Other
- $20,092
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $115,182
- Bonus
- $15,455
- Other
- $559
- Deferred
- $2,470
- Nontaxable benefits
- $17,622
- Filer's total
- $151,288
-
LISA CARLSON
AHS CFO- FORMER
- Total calculated
- $271,076
- From this org
- $0
- From related orgs
- $270,056
- Other
- $1,020
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $28,082 related
- Bonus
- $0 + $291 related
- Other
- $0 + $241,683 related
- Deferred
- $0 + $931 related
- Nontaxable benefits
- $0 + $89 related
- Filer's total
- $0 + $271,076 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- EXECUTIVE LEADERSHIP AT ADENA FAYETTE MEDICAL CENTER HAS THEIR COMPENSATION REVIEWED EVERY YEAR BY ADENA HEALTH SYSTEM, A RELATED PARTY. THE SYSTEM UTILIZES A SEPARATE COMPENSATION CONSULTING FIRM THAT USES SEVERAL AVAILABLE MARKET STUDIES FOR APPLICABLE POSITIONS IN COMPARABLE MARKETS. OTHER ADENA FAYETTE MEDICAL CENTER MANAGEMENT WAGES ARE REVIEWED INTERNALLY USING MARKET DATA.
- PART I, LINE 4B
- ADENA HEALTH SYSTEM HAS A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE FOLLOWING INDIVIDUALS PARTICIPATED IN OR RECEIVED PAYMENT FROM THE SERP IN 2023: LISA CARLSON $241,505 SERP EARNINGS JAMES MCMANUS $29,615 SERP EARNINGS THE SERP ACCRUALS, INCLUDED IN PART II, COLUMN (C), ARE AMOUNTS CREDITED TO THE EXECUTIVE UNDER THE SECTION 457(F) DEFERRED COMPENSATION PLAN. JAMES MCMANUS $60,232 SERP ACCRUAL
- PART I, LINE 7
- MANAGEMENT OF ADENA HEALTH SYSTEM HAVE A PORTION OF THEIR ANNUAL SALARY AT RISK UNDER A VARIABLE COMPENSATION PLAN. IF THE OPERATING RESULTS OF AHS MEET A MARGIN TARGET IN ANY FISCAL YEAR, ADDITIONAL COMPENSATION IS PAID THAT IS CALCULATED USING THE OPERATING MARGIN ALONG WITH RESULTS IN EMPLOYEE ENGAGEMENT, PATIENT QUALITY, AND SATISFACTION USING A BALANCED SCORECARD FORMULA.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · FUNDRAISING · OH · controlled entity
Directly controlled by ADENA HEALTH SYSTEM
-
501(C)(3) · HOSPITAL · OH
-
GREENFIELD AREA MEDICAL CENTER
501(C)(3) · HOSPITAL · OH · controlled entity
Directly controlled by ADENA HEALTH SYSTEM
-
501(C)(3) · HOSPITAL · OH · controlled entity
Directly controlled by ADENA HEALTH SYSTEM
-
SOUTHERN OHIO HEALTHCARE NETWORK
501(C)(3) · FIBEROPTIC NETWORK GRANTS · OH · controlled entity
Directly controlled by ADENA HEALTH SYSTEM
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · SEE SCHEDULE R, PART VII · OH · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413209349310521
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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