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Nonprofiteer
← OSU MOUNT CARMEL HEALTH ALLIANCE

Form 990 for tax year 2023

Filed by OSU MOUNT CARMEL HEALTH ALLIANCE.

Totals

Total revenue
$2,048,002
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,048,002
Investment income
$0
Other revenue
$0
Total assets, end of year
$23,494,434
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$23,494,434
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: INV-MADISON CTY HOSP.

    total $2,048,002 · related or exempt $2,048,002

Balance sheet

Part X, book values.

  • 15 · Other assets

    beginning of year $21,446,432 · end of year $23,494,434

  • 27 · Net assets without donor restrictions

    beginning of year $21,446,432 · end of year $23,494,434

Mission and programs · 2023

Mission

TO BUILD BETTER HEALTH CARE IN MADISON COUNTY, OHIO AND THE SURROUNDING COMMUNITIES BY PROVIDING ADDITIONAL HEALTH CARE RESOURCES AND IMPROVED ACCESS TO SPECIALIZED MEDICAL SERVICES.

Activities or mission (Part I)

TO OPERATE A COOPERATIVE HEALTH CARE DELIVERY SYSTEM

  • OSU/MOUNT CARMEL HEALTH ALLIANCE IS AN ORGANIZATION FORMED BY THE OHIO STATE UNIVERSITY (OSU), AN INSTRUMENTALITY OF THE STATE OF OHIO WHICH OPERATES THE OHIO STATE UNIVERSITY MEDICAL CENTER, AND MOUNT CARMEL HEALTH SYSTEM (MCHS), A TAX-EXEMPT HEALTH CARE SYSTEM. OSU AND MCHS RECOGNIZED THAT THE HEALTH CARE DELIVERY ENVIRONMENT IS PROMPTING THE FORMATION OF A VARIETY OF MERGED, COMBINED AND/OR COOPERATIVE HEALTH CARE DELIVERY NETWORKS AND SYSTEMS. SUCH COOPERATIVE UNDERTAKINGS REPRESENT COLLABORATIVE EFFORTS OF HEALTH CARE PROVIDERS TO BETTER ADMINISTER, MANAGE, PROVIDE AND PLAN FOR THE DELIVERY OF HEALTH CARE SERVICES. IN RESPONSE TO THESE ENVIRONMENTAL FACTORS, OSU AND MCHS FORMED THE HEALTH ALLIANCE TO ACHIEVE THE FOLLOWING OBJECTIVES:A. ENHANCE THE ABILITY OF OSU AND MCHS TO RESPOND TO THE HEALTH CARE NEEDS OF THE COMMUNITIES THEY SERVE BY COMBINING THEIR CAPABILITIES, RESOURCES AND SERVICES TO FACILITATE HEALTH CARE DELIVERY THROUGHOUT THE CENTRAL OHIO AREA;B. REDUCE THE COST OF HEALTH CARE SERVICES TO THE COMMUNITIES SERVED, IN PART BY ELIMINATION OF DUPLICATE HEALTH CARE TECHNOLOGIES, SERVICES AND PROGRAMS WITHIN COMMUNITIES;C. RESPOND EFFICIENTLY TO THE OPPORTUNITIES TO DEVELOP HEALTH CARE NETWORKS AND SYSTEMS, PARTICULARLY THROUGH COLLABORATIVE AND COOPERATIVE EFFORTS AMONG THE OSU-MOUNT CARMEL HEALTH ALLIANCE (HEALTH ALLIANCE) AND OTHER POTENTIAL PARTNERS IN THE CENTRAL OHIO AREA.THE HEALTH ALLIANCE AND ITS RELATED ENTITIES PROVIDE SERVICES INTENDED TO BENEFIT THE POOR AND UNDERSERVED, INCLUDING THOSE PERSONS WHO CANNOT AFFORD HEALTH INSURANCE BECAUSE OF INADEQUATE RESOURCES AND/OR ARE UNINSURED OR UNDERINSURED. THE HEALTH ALLIANCE STRIVES TO ENHANCE THE HEALTH STATUS OF THE COMMUNITIES IN WHICH IT OPERATES.

    Revenue $2,048,002

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JAY ANDERSON

    TRUSTEE

    Total calculated
    $1,812,113
    From this org
    $0
    From related orgs
    $1,632,144
    Other
    $179,969
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,056,261 related
    Bonus
    $0 + $510,431 related
    Other
    $0 + $65,452 related
    Deferred
    $0 + $151,922 related
    Nontaxable benefits
    $0 + $28,047 related
    Filer's total
    $0 + $1,812,113 related

  • LORRAINE LUTTON

    TRUSTEE

    Total calculated
    $1,722,036
    From this org
    $0
    From related orgs
    $1,423,100
    Other
    $298,936
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $884,282 related
    Bonus
    $0 + $401,288 related
    Other
    $0 + $137,530 related
    Deferred
    $0 + $245,813 related
    Nontaxable benefits
    $0 + $53,123 related
    Filer's total
    $0 + $1,722,036 related

  • TAUANA MCDONALD

    TRUSTEE; CHAIR

    Total calculated
    $779,501
    From this org
    $0
    From related orgs
    $713,269
    Other
    $66,232
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $462,267 related
    Bonus
    $0 + $165,830 related
    Other
    $0 + $85,172 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $46,432 related
    Filer's total
    $0 + $779,501 related

  • MICHAEL MORAN

    TRUSTEE

    Total calculated
    $570,710
    From this org
    $0
    From related orgs
    $476,377
    Other
    $94,333
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,575 related
    Bonus
    $0 + $93,988 related
    Other
    $0 + $8,814 related
    Deferred
    $0 + $75,002 related
    Nontaxable benefits
    $0 + $19,331 related
    Filer's total
    $0 + $570,710 related

  • PATRICK ROBERTSON

    TRUSTEE

    Total calculated
    $538,641
    From this org
    $0
    From related orgs
    $447,003
    Other
    $91,638
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,921 related
    Bonus
    $0 + $96,128 related
    Other
    $0 + $70,954 related
    Deferred
    $0 + $63,591 related
    Nontaxable benefits
    $0 + $28,047 related
    Filer's total
    $0 + $538,641 related

  • THOMAS BLINCOE

    TRUSTEE

    Total calculated
    $356,972
    From this org
    $0
    From related orgs
    $295,558
    Other
    $61,414
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,387 related
    Bonus
    $0 + $56,344 related
    Other
    $0 + $31,827 related
    Deferred
    $0 + $41,920 related
    Nontaxable benefits
    $0 + $19,494 related
    Filer's total
    $0 + $356,972 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

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 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. 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 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: LORRAINE LUTTON - $112,826 TAUANA MCDONALD - $72,537 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUAL FOR 2023 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: LORRAINE LUTTON - $230,963 MICHAEL MORAN - $60,152

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.

Provenance

Return type
form_990
Tax year
2023
Filed
22 October 2024
IRS schema version
2023v5.1
Source object
202422969349300447

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