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Nonprofiteer
← MOUNT CARMEL HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2022

Filed by MOUNT CARMEL HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$11,046,024
Total expenses
$8,689,288
Contributions and grants received
$2,751,690
Grants paid
$5,121,809
Program services expenses (Part IX)
$6,061,089
Management and general expenses
$1,759,854
Fundraising expenses
$868,345
Program service expenses (Part III)
$6,061,089

Program services were 69.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LORRAINE LUTTON

    DIRECTOR; MOUNT CARMEL CEO

    Total calculated
    $1,566,664
    From this org
    $0
    From related orgs
    $1,277,941
    Other
    $288,723
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $862,896 related
    Bonus
    $0 + $391,500 related
    Other
    $0 + $23,545 related
    Deferred
    $0 + $238,294 related
    Nontaxable benefits
    $0 + $50,429 related
    Filer's total
    $0 + $1,566,664 related

  • F KEVIN HACKETT MD

    DIRECTOR; CARDIOLOGIST

    Total calculated
    $877,093
    From this org
    $0
    From related orgs
    $819,677
    Other
    $57,416
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $746,630 related
    Bonus
    $0 + $68,050 related
    Other
    $0 + $4,997 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $39,116 related
    Filer's total
    $0 + $877,093 related

  • DEANNA STEWART

    DIRECTOR; PRESIDENT & EXEC DIRECTOR

    Total calculated
    $479,455
    From this org
    $0
    From related orgs
    $380,514
    Other
    $98,941
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $261,542 related
    Bonus
    $0 + $67,994 related
    Other
    $0 + $50,978 related
    Deferred
    $0 + $57,241 related
    Nontaxable benefits
    $0 + $41,700 related
    Filer's total
    $0 + $479,455 related

  • ANDY PRIDAY

    MOUNT CARMEL CFO

    Total calculated
    $459,294
    From this org
    $0
    From related orgs
    $405,211
    Other
    $54,083
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,480 related
    Bonus
    $0 + $55,888 related
    Other
    $0 + $2,843 related
    Deferred
    $0 + $37,378 related
    Nontaxable benefits
    $0 + $16,705 related
    Filer's total
    $0 + $459,294 related

  • KIMBERLY HODGKINSON

    FORMER OFFICER

    Total calculated
    $432,817
    From this org
    $0
    From related orgs
    $405,351
    Other
    $27,466
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $266,007 related
    Bonus
    $0 + $131,250 related
    Other
    $0 + $8,094 related
    Deferred
    $0 + $3,748 related
    Nontaxable benefits
    $0 + $23,718 related
    Filer's total
    $0 + $432,817 related

  • MARK HACKMAN MD

    DIRECTOR; PHYSICIAN ADVISOR

    Total calculated
    $292,092
    From this org
    $0
    From related orgs
    $268,866
    Other
    $23,226
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,607 related
    Bonus
    $0
    Other
    $0 + $3,259 related
    Deferred
    $0 + $19,979 related
    Nontaxable benefits
    $0 + $3,247 related
    Filer's total
    $0 + $292,092 related

  • LYNN WEITA

    REGIONAL DIRECTOR, MAJOR GIFTS

    Total calculated
    $201,792
    From this org
    $0
    From related orgs
    $155,225
    Other
    $46,567
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $0 + $139,614 related
    Bonus
    $0 + $15,224 related
    Other
    $0 + $387 related
    Deferred
    $0 + $10,111 related
    Nontaxable benefits
    $0 + $36,456 related
    Filer's total
    $0 + $201,792 related

  • KIMBERLY KESSLER

    DIRECTOR, GRATEFUL PATIENT

    Total calculated
    $144,125
    From this org
    $0
    From related orgs
    $115,540
    Other
    $28,585
    Hours/week
    45

  • RAMON JONES

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JAMES KARAM

    DIRECTOR; VICE CHAIR & SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DAVID FREA

    DIRECTOR; TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KATIE BALLAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALYNCIA BOWEN PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMY CAIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • COURTNEE CARRIGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LILLEANA CAVANAUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL CURTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER DODOVSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROSEMARY DUFFY

    DIRECTOR AS OF 1/23

    Total calculated
    $0
    Hours/week
    1

  • KATHRYN GARDNER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA GUTIERREZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH HENDRICKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK KELLEY

    DIRECTOR THROUGH 8/22

    Total calculated
    $0
    Hours/week
    1

  • MELISSA MCCARTHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MEAGHAN MCCURDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REBECCA NELSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVEN NOURSE

    DIRECTOR AS OF 1/23

    Total calculated
    $0
    Hours/week
    1

  • JOY O'GRADY CSC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN RYAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NADHI SATIANI

    DIRECTOR AS OF 1/23

    Total calculated
    $0
    Hours/week
    1

  • JERRY SAUNDERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN TRYDAHL

    DIRECTOR THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1

  • NANCY WHETSTONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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 — 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

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
MCHS FOUNDATION IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. MCHS FOUNDATION'S PRESIDENT IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF MCHS FOUNDATION'S PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUT FOR 2022 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: DEANNA STEWART - $38,389 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2022 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: LORRAINE LUTTON - $224,569 ANDY PRIDAY - $23,653 DEANNA STEWART - $43,516 THE FOLLOWING INDIVIDUAL IS A PARTICIPLANT IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 451. THERE WERE NO PAYOUTS IN 2022 FOR THE PLAN. F. KEVIN HACKETT, MD

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349307120

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