Skip to content
Nonprofiteer
← COLLIS P & HOWARD HUNTINGTON MEMORIAL HOSPITAL TRUST

Form 990 for tax year 2024

Filed by COLLIS P & HOWARD HUNTINGTON MEMORIAL HOSPITAL TRUST.

Totals

Total revenue
$9,993,919
Total expenses
$14,056,599
Contributions and grants received
$0
Grants paid
$13,366,025
Program services expenses (Part IX)
$13,366,025
Management and general expenses
$690,574
Fundraising expenses
$0
Program service expenses (Part III)
$13,366,025

Program services were 95.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID KIRCHHEIMER

    TRUSTEE AND TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHELLE QUINONES CHINO

    TRUSTEE AND SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WAYNE BRANDT

    TRUSTEE AND CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAYNIE STUDENMUND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAUL JOHNSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lori J Morgan MD MBA

    AGENT/TOP MANAGEMENT OFFICIAL

    Total calculated
    $2,479,347
    From this org
    $0
    From related orgs
    $2,443,406
    Other
    $35,941
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,363,309 related
    Bonus
    $0 + $667,128 related
    Other
    $0 + $412,969 related
    Deferred
    $0 + $22,197 related
    Nontaxable benefits
    $0 + $13,744 related
    Filer's total
    $0 + $2,479,347 related

  • Steven L Mohr

    Agent/Top Financial Official

    Total calculated
    $1,441,441
    From this org
    $0
    From related orgs
    $1,314,721
    Other
    $126,720
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $741,233 related
    Bonus
    $0 + $517,048 related
    Other
    $0 + $56,440 related
    Deferred
    $0 + $106,373 related
    Nontaxable benefits
    $0 + $20,347 related
    Filer's total
    $0 + $1,441,441 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 — 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)

Schedule J, Part I, Line 3 SUPPLEMENTAL COMPENSATION INFORMATION
HUNTINGTON HOSPITAL, A RELATED ORGANIZATION, UNDERTAKES THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION. FOR A DESCRIPTION OF THE COMPENSATION DETERMINATION PROCESS, SEE THE DISCLOSURE FOR PART VI, LINES 15A AND 15B IN SCHEDULE O.
Schedule J, Part I, Line 4b SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN
457(F) NON-QUALIFIED RETENTION PLAN: HUNTINGTON HOSPITAL ADOPTED A 457(F) NON-QUALIFIED RETENTION PLAN, EFFECTIVE DECEMBER 15, 2005. THE PURPOSE OF THE PLAN IS TO ENCOURAGE RETENTION OF PEOPLE WHO ARE CRITICAL TO THE LONG-TERM HEALTH AND MISSION OF OUR ORGANIZATION, AND TO ENCOURAGE THEM TO THINK IN TERMS OF SPENDING THEIR FULL CAREERS WITH US. THIS BENEFITS THE ORGANIZATION WITH CONTINUITY AND STABILITY OF KEY MEMBERS OF OUR LEADERSHIP TEAM. THE PLAN COVERS CERTAIN MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM OF PHA. AS MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM OF PHA, CERTAIN PERSONS LISTED ON PART VII OF THE 990 PARTICIPATE IN THE PLAN. THE BENEFITS ACCRUED FOR EACH INDIVIDUAL UNDER OUR 457(F) RETENTION PLAN WERE PAID IN A LUMP SUM UPON VESTING. PARTICIPANTS VEST AFTER THREE YEARS OF SERVICE. DURING THE VESTING PERIOD, THE RETENTION PLAN BENEFIT IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. THE FOLLOWING INDIVIDUAL RECEIVED A TAXABLE PAYOUT DURING 2024: Steve Mohr - $156,000 LORI MORGAN, MD - $37,777 457(F) EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN: HUNTINGTON HOSPITAL ADOPTED THE EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN, EFFECTIVE JANUARY 1, 2014, FOR THE BENEFIT OF A SELECT GROUP OF EXECUTIVE MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THE PURPOSE OF THE PLAN IS TO ENHANCE THE ABILITY OF THE HOSPITAL TO ATTRACT AND RETAIN QUALIFIED MANAGEMENT OR HIGHLY COMPENSATED PERSONNEL. PARTICIPATION IN THE PLAN IS LIMITED TO EMPLOYEES WHO (I) QUALIFY FOR INCLUSION IN A GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES', AND (II) ARE CLASSIFIED AS EXECUTIVES AT THE VICE PRESIDENT, AND SENIOR VICE PRESIDENT LEVEL OR ABOVE. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN AND RECEIVED A TAXABLE PAYOUT THAT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. THE 2024 PAYOUTS WERE RELATED TO THE INITIAL YEAR PLAN CONTRIBUTIONS FOR PARTICIPANTS THAT WERE VESTED IN THE INITIAL PLAN YEAR OF 2014: Steve Mohr: $58,400 Lori Morgan, MD: $213,432 ADDITIONAL AMOUNTS RELATING TO THE 457(F) EXECUTIVE SUPPLEMENTAL RETIREMENT PLAN WERE ACCRUED DURING 2024 TO PROPERLY REFLECT PRIOR YEAR ACTIVITY.

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
2024
Filed
15 May 2026
IRS schema version
2024v5.1
Source object
202601349349313230

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.