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Nonprofiteer
← MOUNT CARMEL HEALTH SYSTEM

Form 990 for tax year 2023

Filed by MOUNT CARMEL HEALTH SYSTEM.

Totals

Total revenue
$1,416,303,307
Total expenses
$1,418,039,968
Contributions and grants received
$7,035,051
Grants paid
$1,069,503
Program service revenue
$1,368,790,612
Investment income
$268,419
Other revenue
$40,209,225
Total assets, end of year
$3,180,169,409
Total liabilities, end of year
$1,707,807,977
Net assets or fund balances, end of year
$1,472,361,432
Program services expenses (Part IX)
$1,288,269,664
Management and general expenses
$128,942,800
Fundraising expenses
$827,504
Program service expenses (Part III)
$1,288,269,664

Program services were 90.8% 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
    $1,713,824
    From this org
    $0
    From related orgs
    $1,423,100
    Other
    $290,724
    Hours/week
    44 + 11 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 + $44,911 related
    Filer's total
    $0 + $1,713,824 related

  • STUART KILPINEN

    DIRECTOR; TRINITY HEALTH SVP

    Total calculated
    $1,031,627
    From this org
    $0
    From related orgs
    $840,846
    Other
    $190,781
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $504,994 related
    Bonus
    $0 + $234,000 related
    Other
    $0 + $101,852 related
    Deferred
    $0 + $149,758 related
    Nontaxable benefits
    $0 + $41,023 related
    Filer's total
    $0 + $1,031,627 related

  • DAVID SPIVEY

    FORMER KE;PRES, SAINT AGNES THR 1/24

    Total calculated
    $965,098
    From this org
    $0
    From related orgs
    $916,565
    Other
    $48,533
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $699,276 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $142,289 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $23,783 related
    Filer's total
    $0 + $965,098 related

  • NICHOLAS KREATSOULAS DO

    CHIEF CLINICAL OFFICER

    Total calculated
    $918,166
    From this org
    $0
    From related orgs
    $775,101
    Other
    $143,065
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $552,892 related
    Bonus
    $0 + $140,569 related
    Other
    $0 + $81,640 related
    Deferred
    $0 + $104,814 related
    Nontaxable benefits
    $0 + $38,251 related
    Filer's total
    $0 + $918,166 related

  • DIANE DOUCETTE

    PRESIDENT & COO, MCNA & MCSA

    Total calculated
    $806,352
    From this org
    $0
    From related orgs
    $751,375
    Other
    $54,977
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $484,764 related
    Bonus
    $0 + $173,040 related
    Other
    $0 + $93,571 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $40,127 related
    Filer's total
    $0 + $806,352 related

  • TAUANA MCDONALD

    PRESIDENT & COO, MC GROVE CITY & CAO

    Total calculated
    $775,136
    From this org
    $0
    From related orgs
    $713,269
    Other
    $61,867
    Hours/week
    53 + 2 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 + $42,067 related
    Filer's total
    $0 + $775,136 related

  • SCOTT WILBER MD

    PRESIDENT & COO, MOUNT CARMEL EAST

    Total calculated
    $712,526
    From this org
    $0
    From related orgs
    $588,501
    Other
    $124,025
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $461,057 related
    Bonus
    $0 + $117,500 related
    Other
    $0 + $9,944 related
    Deferred
    $0 + $90,050 related
    Nontaxable benefits
    $0 + $33,975 related
    Filer's total
    $0 + $712,526 related

  • JERRY MANSFIELD

    FORMER HIGHEST COMPENSATED EMPLOYEE

    Total calculated
    $699,609
    From this org
    $0
    From related orgs
    $466,512
    Other
    $233,097
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $166,583 related
    Bonus
    $0
    Other
    $0 + $299,929 related
    Deferred
    $0 + $204,296 related
    Nontaxable benefits
    $0 + $28,801 related
    Filer's total
    $0 + $699,609 related

  • ANDY PRIDAY

    TREASURER AT 1/24; MOUNT CARMEL CFO

    Total calculated
    $579,165
    From this org
    $0
    From related orgs
    $506,911
    Other
    $72,254
    Hours/week
    33 + 17 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,548 related
    Bonus
    $0 + $87,000 related
    Other
    $0 + $5,363 related
    Deferred
    $0 + $54,892 related
    Nontaxable benefits
    $0 + $17,362 related
    Filer's total
    $0 + $579,165 related

  • DANIEL HACKETT

    SECRETARY; VP & MANAGING COUNSEL

    Total calculated
    $578,301
    From this org
    $0
    From related orgs
    $516,967
    Other
    $61,334
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $354,488 related
    Bonus
    $0 + $91,498 related
    Other
    $0 + $70,981 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $41,534 related
    Filer's total
    $0 + $578,301 related

  • JEFFREY JOHNSON MD

    STAFF PERINATOLOGIST

    Total calculated
    $571,609
    From this org
    $516,440
    From related orgs
    $0
    Other
    $55,169
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $498,766
    Bonus
    $15,270
    Other
    $2,404
    Deferred
    $14,850
    Nontaxable benefits
    $40,319
    Filer's total
    $571,609

  • DANIEL WENDORFF MD

    PRESIDENT, MC HEALTH PARTNERS

    Total calculated
    $571,076
    From this org
    $518,048
    From related orgs
    $0
    Other
    $53,028
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $443,562
    Bonus
    $68,100
    Other
    $6,386
    Deferred
    $19,800
    Nontaxable benefits
    $33,228
    Filer's total
    $571,076

  • BRITTON RINK MD

    STAFF PERINATOLOGIST

    Total calculated
    $507,682
    From this org
    $452,080
    From related orgs
    $0
    Other
    $55,602
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $438,562
    Bonus
    $12,230
    Other
    $1,288
    Deferred
    $14,850
    Nontaxable benefits
    $40,752
    Filer's total
    $507,682

  • DIANA ZITTER MD

    OBGYN ATTENDING PHYSICIAN

    Total calculated
    $505,899
    From this org
    $472,428
    From related orgs
    $0
    Other
    $33,471
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $469,060
    Bonus
    $0
    Other
    $3,368
    Deferred
    $19,800
    Nontaxable benefits
    $13,671
    Filer's total
    $505,899

  • TIMOTHY GRAHAM MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $460,151
    From this org
    $420,527
    From related orgs
    $0
    Other
    $39,624
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $364,411
    Bonus
    $55,187
    Other
    $929
    Deferred
    $19,800
    Nontaxable benefits
    $19,824
    Filer's total
    $460,151

  • CHERIE RICHEY MD

    DIRECTOR; PHYSICIAN

    Total calculated
    $121,075
    From this org
    $121,075
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • SHAWN ANDERSON

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SUZANNE FOSTER

    DIRECTOR & VICE CHAIR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    2

  • CHARLES SANDERS JR MD

    DIRECTOR; VICE CHAIR AS OF 1/24

    Total calculated
    $0
    Hours/week
    2

  • SUZANNE BRENNAN CSC

    DIRECTOR; TREASURER THROUGH 12/23

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • CHRISTOPHER BARCELONA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HOLLIE FOUST

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    2

  • TANYA HAHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JORDAN HANSELL

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    2

  • RAMON JONES

    DIRECTOR AS OF 1/24

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • SU LOK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAVID MONTGOMERY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RUTH MARIE NICKERSON CSC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TANISHA ROBINSON

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    2

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
MOUNT CARMEL IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. MOUNT CARMEL'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF MOUNT CARMEL'S CEO: - 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, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JERRY MANSFIELD - $239,052 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/23: JERRY MANSFIELD - $180,086 (PAID IN 2024) 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: DIANE DOUCETTE - $75,953 DANIEL HACKETT - $56,853 STUART KILPINEN - $84,077 NICHOLAS KREATSOULAS, DO - $67,000 LORRAINE LUTTON - $112,826 JERRY MANSFIELD - $44,614 TAUANA MCDONALD - $72,537 DAVID SPIVEY - $137,761 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 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: STUART KILPINEN - $134,908 NICHOLAS KREATSOULAS, DO - $89,964 LORRAINE LUTTON - $230,963 JERRY MANSFIELD - $21,581 ANDY PRIDAY - $40,042 SCOTT WILBER, MD - $75,200 THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). ANDY PRIDAY THERE WAS NO PAYOUT FOR 2023 FOR THIS PARTICIPANT.

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531349349306268

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