Skip to content
Nonprofiteer
← OHIOHEALTH CORPORATION

Form 990 for tax year 2022

Filed by OHIOHEALTH CORPORATION.

Totals

Total revenue
$1,881,908,199
Total expenses
$2,012,252,247
Contributions and grants received
$12,490,378
Grants paid
$4,246,050
Program service revenue
$1,654,538,922
Investment income
$27,554,978
Other revenue
$187,323,921
Total assets, end of year
$1,620,372,893
Total liabilities, end of year
$1,036,509,686
Net assets or fund balances, end of year
$583,863,207
Program services expenses (Part IX)
$1,648,958,978
Management and general expenses
$359,135,994
Fundraising expenses
$4,157,275
Program service expenses (Part III)
$1,648,958,978

Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

  • 1a · Federated campaigns

    $1,175,275

  • 1c · Fundraising events

    $1,011,619

  • 1f · All other contributions, gifts and grants

    $10,303,484

  • 1g · Noncash contributions included above

    $278,141

  • 2a · Program service revenue: MEDICARE AND MEDICAID

    total $792,543,730 · related or exempt $792,543,730

  • 2b · Program service revenue: HEALTH AND MEDICAL SERVICES

    total $853,618,777 · related or exempt $853,618,777

  • 2c · Program service revenue: RESEARCH REVENUE

    total $8,376,415 · related or exempt $8,376,415

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $8,843,968 · excluded $8,843,968

  • 6a · Gross rents

    real property $268,329

  • 6b · Less rental expenses

    real property $74,875

  • 6c · Rental income or loss

    real property $193,454 · personal property $0

  • 6d · Net rental income or loss

    total $193,454 · excluded $193,454

  • 7a · Gross sales of assets other than inventory

    securities $107,235,294 · other assets $10,888,824

  • 7b · Less cost or other basis and sales expenses

    securities $97,389,842 · other assets $2,023,266

  • 7c · Gain or loss

    securities $9,845,452 · other assets $8,865,558

  • 7d · Net gain or loss

    total $18,711,010 · excluded $18,711,010

  • 8a · Fundraising events: gross income

    $56,576

  • 8a · Fundraising events: contributions included on line 1c

    $1,011,619

  • 8b · Fundraising events: direct expenses

    $1,058,469

  • 8c · Net income from fundraising events

    total -$1,001,893 · excluded -$1,001,893

  • 10a · Gross sales of inventory

    $18,788,802

  • 10b · Cost of goods sold

    $15,865,963

  • 10c · Net income from sales of inventory

    total $2,922,839 · excluded $2,922,839

  • 11a · Other revenue: INTERCOMPANY ADMINISTRATION

    total $175,565,177 · related or exempt $175,565,177

  • 11b · Other revenue: CAFETERIA/FOOD SERVICE

    total $3,065,583 · excluded $3,065,583

  • 11c · Other revenue: DEPARTMENT SERVICES

    total $2,803,539 · related or exempt $2,803,539

  • 11d · All other revenue

    total $3,775,222 · related or exempt $3,506,700 · unrelated business $268,522 · excluded $0

  • 11e · Other revenue, total

    $185,209,521

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,770,426 · program services $3,770,426

  • 2 · Grants to domestic individuals

    total $475,624 · program services $475,624

  • 5 · Compensation of officers, directors and key employees

    total $2,881,337 · program services $2,377,103 · management and general $504,234

  • 7 · Other salaries and wages

    total $1,151,177,962 · program services $909,784,584 · management and general $238,498,369 · fundraising $2,895,009

  • 8 · Pension plan contributions

    total $17,588,624 · program services $13,920,044 · management and general $3,649,114 · fundraising $19,466

  • 9 · Other employee benefits

    total $149,283,424 · program services $118,040,831 · management and general $30,944,188 · fundraising $298,405

  • 10 · Payroll taxes

    total $59,059,197 · program services $46,660,948 · management and general $12,232,083 · fundraising $166,166

  • 11b · Fees: legal

    total $574,157 · program services $454,905 · management and general $119,252

  • 11c · Fees: accounting

    total $255,979 · program services $0 · management and general $255,979

  • 11d · Fees: lobbying

    total $55,247 · management and general $55,247

  • 11f · Fees: investment management

    total $199,555 · management and general $199,555

  • 11g · Fees: other

    total $168,623,779 · program services $133,232,862 · management and general $34,926,752 · fundraising $464,165

  • 12 · Advertising and promotion

    total $875,515 · program services $647,350 · management and general $169,702 · fundraising $58,463

  • 13 · Office expenses

    total $2,965,053 · program services $2,328,335 · management and general $610,369 · fundraising $26,349

  • 14 · Information technology

    total $2,856,600 · program services $2,263,284 · management and general $593,316

  • 16 · Occupancy

    total $67,928,027 · program services $53,819,376 · management and general $14,108,651

  • 17 · Travel

    total $4,711,504 · program services $3,713,920 · management and general $973,597 · fundraising $23,987

  • 19 · Conferences, conventions and meetings

    total $242,786 · program services $188,644 · management and general $49,453 · fundraising $4,689

  • 20 · Interest

    total $12,937,301 · program services $10,250,224 · management and general $2,687,077

  • 22 · Depreciation, depletion and amortization

    total $62,664,601 · program services $49,649,163 · management and general $13,015,438

  • 23 · Insurance

    total $14,513,894 · program services $11,499,348 · management and general $3,014,533 · fundraising $13

  • 24a · Other expenses: MEDICAL SUPPLY EXPENSE

    total $232,044,385 · program services $232,044,385

  • 24b · Other expenses: MEDICAID TAX EXPENSE

    total $23,015,201 · program services $23,015,201

  • 24c · Other expenses: REPAIR & MAINTENANCE SERVICE

    total $21,174,879 · program services $21,174,879

  • 24d · Other expenses: INTERCOMPANY EXPENSE

    total $3,657,954 · program services $2,898,197 · management and general $759,757

  • 24e · All other expenses

    total $8,719,236 · program services $6,749,345 · management and general $1,769,328 · fundraising $200,563

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,907 · end of year $12,230

  • 2 · Savings and temporary cash investments

    beginning of year $1,297,905 · end of year $1,373,417

  • 3 · Pledges and grants receivable

    beginning of year $14,628,223 · end of year $10,731,939

  • 4 · Accounts receivable

    beginning of year $148,011,201 · end of year $183,277,404

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $64,400,879 · end of year $96,684,922

  • 8 · Inventories for sale or use

    beginning of year $31,337,777 · end of year $26,226,279

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,726,769 · end of year $5,215,261

  • 10a · Land, buildings and equipment: cost or other basis

    $777,600,562

  • 10b · Land, buildings and equipment: accumulated depreciation

    $398,788,760

  • 10c · Land, buildings and equipment, net

    beginning of year $427,274,341 · end of year $378,811,802

  • 11 · Investments: publicly traded securities

    beginning of year $228,652,697 · end of year $207,771,568

  • 12 · Investments: other securities

    beginning of year $256,396,650 · end of year $289,782,971

  • 13 · Investments: program-related

    beginning of year $2,255,006

  • 14 · Intangible assets

    beginning of year $24,952,599 · end of year $26,064,449

  • 15 · Other assets

    beginning of year $250,150,025 · end of year $394,420,651

  • 17 · Accounts payable and accrued expenses

    beginning of year $213,666,738 · end of year $165,946,764

  • 19 · Deferred revenue

    beginning of year $1,263,691 · end of year $2,041,564

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $692,246,339 · end of year $868,521,358

  • 27 · Net assets without donor restrictions

    beginning of year $440,552,266 · end of year $470,997,995

  • 28 · Net assets with donor restrictions

    beginning of year $108,368,945 · end of year $112,865,212

Mission and programs · 2022

Mission

To improve the health of those we serve.

Activities or mission (Part I)

Our mission is to improve the health of those we serve.

  • OhioHealth's primary purpose is to provide diversified healthcare services to the community and is a provider of services under contractual arrangements with the Medicare and Medicaid programs as well as other third-party reimbursement arrangements. Together, OhioHealth MedCentral Mansfield Hospital, OhioHealth Marion General Hospital, OhioHealth O'Bleness Memorial Hospital, OhioHealth Grady Memorial Hospital, OhioHealth Hardin Memorial Hospital, OhioHealth MedCentral Shelby Hospital, and OhioHealth HomeReach are united in our mission to provide quality, compassionate healthcare and to be responsible stewards for our community's health. Even as the face of healthcare continues to change, the commitment of OhioHealth endures: ensuring quality care for everyone, regardless of their faith, race, age, or ability to pay. We never lose sight of our mission to "improve the health of those we serve our core values - compassion, excellence, stewardship, integrity, and diversity and inclusion. They continue to guide us in our work today. OhioHealth touches thousands of people, saves lives, improves health and makes futures a little brighter. Through our shared mission, vision and values, we touch more lives in Central Ohio and the surrounding communities than any other health system. As a system of faith-based, not-for-profit healthcare providers - together, we are OhioHealth.

    Expenses $1,405,029,937 · Revenue $1,783,935,071

  • In fiscal year 2023 (July 1, 2022 through June 30, 2023), OhioHealth with its member hospitals and home care organizations, provided $468 million in charity care and community benefit programs and services, reaching hundreds of thousands of people in the communities we serve. Of this total, $189 million was provided by OhioHealth MedCentral Mansfield Hospital, Marion General Hospital, O'Bleness Memorial Hospital, Grady Memorial Hospital, Hardin Memorial Hospital, OhioHealth MedCentral Shelby Hospital, and other related Group entities. Member hospitals provide medically necessary services without charge or at amounts less than its established rates to patients who meet certain criteria under its charity care policies. In assessing a patient's ability to pay, the member hospitals not only utilize generally recognized poverty income levels of the communities they serve, but also include certain cases where incurred charges are significant when compared to the patient's financial resources. Charity care is determined based on established policies, using patient income and assets to determine payment ability. OhioHealth provides community services intended to benefit the underserved and enhance the health status of the communities it serves. These services include 24 hour a day emergency rooms, community health screenings, forums for various support groups, health education classes, speakers and publications, hospice and medical research. OhioHealth has been able to achieve a greater impact in the community by partnering financial and human resources with other organizations. These expenditures include commitments to infant mortality reduction projects, pastoral care services, various civic sponsorships, and other community partnership programs. OhioHealth Corporation's total benefit to the community includes the cost of charity care (net of assistance received from the Hospital Care Assurance Program), unpaid cost of Medicaid, the cost of medical education programs as well as the cost of certain programs discussed above.

    Expenses $222,412,801 · Revenue $39,448,986

  • The OhioHealth Research Institute (OHRI) is committed to providing the resources needed to advance patient care through clinical research and innovation. As one of the top 10 percent of research programs at non-profit, community-based healthcare systems, our program is a leader in researching new drugs, medical devices and procedures. Our access to leading edge clinical trials allows us to deliver improved outcomes and potentially save lives by giving our patients access to the therapies of the future today. OhioHealth's emphasis on research reflects our commitment to the community, our clinicians and, most of all, our patients. Our clinicians generate and pursue research and innovation ideas from their real-world experience caring for patients. We view clinical research as an extension of clinical care because it allows our physicians, nurses and other clinicians to provide leading-edge treatments to patients. Our areas of focus are industry research that expands patient access to groundbreaking clinical trials. These trials pave the way for better treatments. OHRI welcomes industry-sponsored research in partnership with drug and device companies looking to test their investigational products at a large facility associated with excellent clinicians. Academic research focuses on educating and training our physicians and clinicians with programs that develop their skills, knowledge and leadership in advancing healthcare. OhioHealth also provides an ideal setting for federal and foundation funded research that addresses the needs of the public. Innovation and commercialization supports OhioHealth physicians, clinicians and medical staff with their innovative ideas. Through its OhioHealth $5 million Innovation Development Fund, OHRI provides financial support and resources in all stages of product development and commercialization with the ultimate goal of improving patient care. Sponsored programs are initiatives that are funded by grant monies. Our finance experts have extensive experience in managing and reporting grant monies needed to fund important initiatives. Health equity programs bring healthcare programs and services to underserved communities and people such as Latina women, Amish and Mennonite communities, teenage mothers and the Appalachian region. The OhioHealth Research Institute is vital to OhioHealth's recognition as a national leader in developing and advancing medical breakthroughs as well as meeting the needs of our community. Our Successes are 17 Years of Improving Care Transcatheter Aortic Valve Replacement For twelve years, OhioHealth has been on the forefront of revolutionizing care for patients with aortic valve disease by leading successful clinical trials. In fact, our work has been integral in the FDA-approval of transcatheter aortic valve devices now being used to treat patients with aortic valve disease who had no other treatment options. MD Anderson Cancer Network As part of OhioHealth's collaboration with the MD Anderson Cancer Network, we are now participating in cancer clinical trials through the University of Texas MD Anderson Cancer Center. Research across the region As our hospital system has continued to expand across the state, so have our research programs. We now offer clinical research at many of our outlying hospitals including OhioHealth Mansfield Hospital. First in human clinical trials For many years, most first in human clinical research trials have been conducted outside of the United States. However, a new concerted effort by the FDA to bring these leading-edge trials back to the US has landed OhioHealth two first in human clinical trials in the past years - one of only three health systems in the country to achieve this due to our proven track record of leading safe and successful clinical trials. Meeting the needs of the underserved Through our health equity programs, we have provided access to care to many underserved communities including Appalachian, the Amish and Mennonite, Latina women and teen mothers. Taking ideas from concept to market Our Innovation and Commercialization team has assisted our clinicians with more than 350 commercialization projects leading to 12 new product companies launched by OhioHealth staff and 9 commercialized products in use at OhioHealth sites.

    Expenses $17,358,964 · Revenue $8,675,178

  • The OhioHealth Foundation is dedicated to helping our central Ohio family of faith-based, not-for-profit hospitals and healthcare services fulfill their commitment to extraordinary care by raising and investing funds to support many important programs and services. All earnings are re-invested to improve patient care. We rely on philanthropic support from individuals, corporations, foundations and organizations to continue our mission of achieving excellence in patient care, transforming the future of medical research and education and developing programs that help us improve the health of those we serve.

    Expenses $4,157,276 · Grants $4,246,050 · Revenue $4,355,103

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Markovich Stephen E MD

    CEO/President/Board - OhioHlth

    Total calculated
    $4,413,268
    From this org
    $0
    From related orgs
    $3,918,199
    Other
    $495,069
    Hours/week
    12 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,679,225 related
    Bonus
    $0 + $2,229,119 related
    Other
    $0 + $9,855 related
    Deferred
    $0 + $466,357 related
    Nontaxable benefits
    $0 + $28,712 related
    Filer's total
    $0 + $4,413,268 related
  • McWhorter John

    SR. VP and COO

    Total calculated
    $1,054,212
    From this org
    $0
    From related orgs
    $1,007,609
    Other
    $46,603
    Hours/week
    12 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,244 related
    Bonus
    $0 + $806,982 related
    Other
    $0 + $9,383 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $28,303 related
    Filer's total
    $0 + $1,054,212 related
  • Meldrum Terri W Esq

    Sr. VP General Counsel & Secretary

    Total calculated
    $1,339,877
    From this org
    $0
    From related orgs
    $1,156,331
    Other
    $183,546
    Hours/week
    11 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $611,587 related
    Bonus
    $0 + $489,418 related
    Other
    $0 + $55,326 related
    Deferred
    $0 + $150,463 related
    Nontaxable benefits
    $0 + $33,083 related
    Filer's total
    $0 + $1,339,877 related
  • Akins Nicholas

    Chair Board - OhioHlth

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Anderson Kerrii B

    Board - OhioHlth

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Aronowitz Carol

    Board

    Total calculated
    $0
    Hours/week
    1
  • Barrett Judge Scott

    Board

    Total calculated
    $0
    Hours/week
    1
  • Bates Justin

    Board

    Total calculated
    $0
    Hours/week
    1
  • Beck Dustin

    Board

    Total calculated
    $0
    Hours/week
    1
  • Berardino Stephen

    Board (Start 7/1/2022)

    Total calculated
    $0
    Hours/week
    1
  • Bing Arthur

    Board

    Total calculated
    $0
    Hours/week
    1
  • Bischoff Joy

    Board

    Total calculated
    $343,791
    From this org
    $0
    From related orgs
    $292,853
    Other
    $50,938
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,324 related
    Bonus
    $0 + $67,973 related
    Other
    $0 + $2,556 related
    Deferred
    $0 + $26,944 related
    Nontaxable benefits
    $0 + $23,994 related
    Filer's total
    $0 + $343,791 related
  • Burch David

    Board (Start 7/1/2022)

    Total calculated
    $0
    Hours/week
    1
  • Butler David

    Board

    Total calculated
    $0
    Hours/week
    1
  • Cadwallader Trish

    Board

    Total calculated
    $0
    Hours/week
    1
  • Campbell Thomas

    Board

    Total calculated
    $0
    Hours/week
    1
  • Caulin-Glaser Teresa L MD

    Board

    Total calculated
    $1,703,964
    From this org
    $0
    From related orgs
    $1,633,194
    Other
    $70,770
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $815,697 related
    Bonus
    $0 + $665,200 related
    Other
    $0 + $152,297 related
    Deferred
    $0 + $40,529 related
    Nontaxable benefits
    $0 + $30,241 related
    Filer's total
    $0 + $1,703,964 related
  • Chen Herbert

    Board

    Total calculated
    $0
    Hours/week
    1
  • Chester Karen

    Board

    Total calculated
    $0
    Hours/week
    1
  • Coleman Michael

    Board - OHIOHLTH

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Coley-Malir Bonnie

    Board

    Total calculated
    $0
    Hours/week
    1
  • Collazo Antonio E MD

    Board

    Total calculated
    $571,313
    From this org
    $524,426
    From related orgs
    $0
    Other
    $46,887
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $501,262
    Bonus
    $21,875
    Other
    $1,289
    Deferred
    $18,300
    Nontaxable benefits
    $28,587
    Filer's total
    $571,313
  • Columber Heather DO

    Board

    Total calculated
    $355,422
    From this org
    $304,300
    From related orgs
    $0
    Other
    $51,122
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $267,951
    Bonus
    $36,149
    Other
    $200
    Deferred
    $26,832
    Nontaxable benefits
    $24,290
    Filer's total
    $355,422
  • Cook Karen Rev

    Board - OhioHlth

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Coughlin Phillip Troy

    Board (Start 7/1/2022)

    Total calculated
    $0
    Hours/week
    1
  • Davis Christine

    Board

    Total calculated
    $114,043
    From this org
    $0
    From related orgs
    $78,229
    Other
    $35,814
    Hours/week
    1 + 40 related
  • DeCapua Joseph C

    Board (End 4/29/2023)

    Total calculated
    $0
    Hours/week
    1
  • DiPaolo Richard III

    Board (End 10/25/22)

    Total calculated
    $0
    Hours/week
    1
  • Dono Marilyn

    Board (Start 7/1/2022)

    Total calculated
    $0
    Hours/week
    1
  • Doody Anderson Elizabeth

    Board

    Total calculated
    $0
    Hours/week
    1
  • Dubinsky Brandon

    Board

    Total calculated
    $0
    Hours/week
    1
  • Eichinger David

    Board - OHIOHLTH

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Feiler Kirk S

    Board

    Total calculated
    $0
    Hours/week
    1
  • Flaherty Sarah

    Board - OhioHlth (End 6/30/2023)

    Total calculated
    $101,780
    From this org
    $0
    From related orgs
    $101,040
    Other
    $740
    Hours/week
    5 + 42 related
  • Flesch Mark

    Board

    Total calculated
    $0
    Hours/week
    1
  • Fletcher Paul

    Board

    Total calculated
    $0
    Hours/week
    1
  • France Mandy

    Board

    Total calculated
    $0
    Hours/week
    1
  • Fritz Aaron MD

    Board

    Total calculated
    $623,982
    From this org
    $584,849
    From related orgs
    $0
    Other
    $39,133
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $510,957
    Bonus
    $40,626
    Other
    $33,266
    Deferred
    $15,863
    Nontaxable benefits
    $23,270
    Filer's total
    $623,982
  • Galbreath John

    Board

    Total calculated
    $0
    Hours/week
    1
  • Gallagher-Allred Charlette PhD

    Board

    Total calculated
    $0
    Hours/week
    1
  • Giffin Wade Rev

    Board - OhioHlth

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Gingrich Curtis MD

    Board

    Total calculated
    $547,389
    From this org
    $0
    From related orgs
    $487,441
    Other
    $59,948
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,866 related
    Bonus
    $0 + $127,575 related
    Other
    $0 + $6,000 related
    Deferred
    $0 + $36,335 related
    Nontaxable benefits
    $0 + $23,613 related
    Filer's total
    $0 + $547,389 related
  • Goldberg Joshua MD

    Board

    Total calculated
    $0
    Hours/week
    1
  • Habash Stephen J

    Board

    Total calculated
    $0
    Hours/week
    1
  • Hagen Bruce P

    Board

    Total calculated
    $710,972
    From this org
    $0
    From related orgs
    $647,571
    Other
    $63,401
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $231,900 related
    Bonus
    $0 + $399,334 related
    Other
    $0 + $16,337 related
    Deferred
    $0 + $39,885 related
    Nontaxable benefits
    $0 + $23,516 related
    Filer's total
    $0 + $710,972 related
  • Hamrock Joe

    Treasurer (End 1/31/2023)-Board OhioHlth (End 6/30/2023)

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Harrison David

    Board - OHIOHLTH

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Haushalter Nikki RPh-PharmD

    Vice Chair Board

    Total calculated
    $0
    Hours/week
    1
  • Herbei Andreea

    Board - OhioHlth

    Total calculated
    $365,666
    From this org
    $337,592
    From related orgs
    $0
    Other
    $28,074
    Hours/week
    45 + 3 related

    Schedule J breakdown matched by us

    Base
    $299,354
    Bonus
    $28,613
    Other
    $9,625
    Deferred
    $28,029
    Nontaxable benefits
    $45
    Filer's total
    $365,666
  • Hicks William J II MD

    Board - OHIOHLTH (Start 1/1/2023)

    Total calculated
    $584,328
    From this org
    $535,589
    From related orgs
    $0
    Other
    $48,739
    Hours/week
    45 + 3 related

    Schedule J breakdown matched by us

    Base
    $457,004
    Bonus
    $22,135
    Other
    $56,450
    Deferred
    $11,943
    Nontaxable benefits
    $36,796
    Filer's total
    $584,328
  • Hidaka Yoshihiro

    Board

    Total calculated
    $0
    Hours/week
    1
  • Hondros Linda

    Chair Board

    Total calculated
    $0
    Hours/week
    6 + 3 related
  • Houser Anne

    Board (Start 7/1/2022)

    Total calculated
    $0
    Hours/week
    1
  • Howe Vickie

    Board

    Total calculated
    $0
    Hours/week
    1
  • Hulme Amber R

    Board

    Total calculated
    $0
    Hours/week
    1
  • Hutchison Jeffrey DO

    Board - OhioHlth

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Ingram Lisa

    Board - OhioHlth

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Iyengar Vidya

    Board

    Total calculated
    $0
    Hours/week
    1
  • James Donna

    Secretary - Board OhioHlth

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Jennings Matthew

    Treasurer Board

    Total calculated
    $0
    Hours/week
    1
  • Jones Chenelle

    Board

    Total calculated
    $0
    Hours/week
    1
  • Jones Eric A

    Board

    Total calculated
    $0
    Hours/week
    1
  • Kile Carolyn S

    Vice Chair Board

    Total calculated
    $0
    Hours/week
    1
  • Kimmel Greg

    Board

    Total calculated
    $0
    Hours/week
    1
  • LaRocca Nicholas J

    Board

    Total calculated
    $0
    Hours/week
    1
  • Lilly Joel

    Board

    Total calculated
    $0
    Hours/week
    1
  • Low Daniel

    Board

    Total calculated
    $0
    Hours/week
    1
  • May Clark

    Board

    Total calculated
    $0
    Hours/week
    1
  • McComas Janie

    Board (End 6/30/2023)

    Total calculated
    $0
    Hours/week
    1
  • McCullough Steve

    Board

    Total calculated
    $0
    Hours/week
    1
  • McFarland James E

    Chair Board - Ohiohlth (End 6/30/2023)

    Total calculated
    $0
    Hours/week
    6 + 3 related
  • McGary LaToya M

    Board

    Total calculated
    $0
    Hours/week
    1
  • McQuown Richard

    Board (End 2/16/2023)

    Total calculated
    $0
    Hours/week
    1
  • Moodley Jaybalan MD

    Board

    Total calculated
    $0
    Hours/week
    1
  • Morgan Mary Beth

    Board

    Total calculated
    $0
    Hours/week
    1
  • Noah Horsed

    Board

    Total calculated
    $0
    Hours/week
    1
  • Owens Jocelyn M

    Board

    Total calculated
    $0
    Hours/week
    1
  • Palmer Bishop Gregory

    Board - OhioHlth

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Peery Carla J

    Board

    Total calculated
    $0
    Hours/week
    1
  • Pema Peter MD

    Board - OhioHlth (End 12/31/2022)

    Total calculated
    $214,546
    From this org
    $0
    From related orgs
    $214,546
    Other
    $0
    Hours/week
    5 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,227 related
    Bonus
    $0 + $12,869 related
    Other
    $0 + $450 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $214,546 related
  • Perez Sarah J

    Board

    Total calculated
    $0
    Hours/week
    1
  • Peterson Jackie

    Board (Start 7/1/2022)

    Total calculated
    $0
    Hours/week
    1
  • Petska Tim

    Board

    Total calculated
    $0
    Hours/week
    1
  • Pond Sandy

    Board (Start 7/1/2022)

    Total calculated
    $0
    Hours/week
    1
  • Probst David

    Board

    Total calculated
    $0
    Hours/week
    1
  • Ragan Virginia D

    Board

    Total calculated
    $0
    Hours/week
    1
  • Rayburn Anamarie

    Board

    Total calculated
    $0
    Hours/week
    1
  • Recchie Nancy A

    Board

    Total calculated
    $0
    Hours/week
    1
  • Revish Jerry

    Board

    Total calculated
    $0
    Hours/week
    1
  • Robins Jr Ronald

    Board

    Total calculated
    $0
    Hours/week
    1
  • Rogers-Dudek Beryl

    Board

    Total calculated
    $0
    Hours/week
    1
  • Rose Andy

    Treasurer (Start 2/1/2023) - Board OhioHlth

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Schwarz David H

    Board

    Total calculated
    $0
    Hours/week
    1
  • Schwemer John

    Chair Board

    Total calculated
    $0
    Hours/week
    6 + 3 related
  • Shah Hiten MD

    Board

    Total calculated
    $485,928
    From this org
    $439,535
    From related orgs
    $0
    Other
    $46,393
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $410,373
    Bonus
    $24,750
    Other
    $4,412
    Deferred
    $13,374
    Nontaxable benefits
    $33,019
    Filer's total
    $485,928
  • Shepard Noel

    Board

    Total calculated
    $0
    Hours/week
    1
  • Slates David

    Board (End 2/28/2023)

    Total calculated
    $0
    Hours/week
    1
  • Smith Howard N

    Board

    Total calculated
    $0
    Hours/week
    1
  • Snyder Ronald P

    Board

    Total calculated
    $0
    Hours/week
    1
  • Spires Brent

    Board

    Total calculated
    $126,209
    From this org
    $0
    From related orgs
    $109,998
    Other
    $16,211
    Hours/week
    1 + 40 related
  • Steel Brian

    Board

    Total calculated
    $0
    Hours/week
    1
  • Strine Douglas L

    Board - Secretary / Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Swiatek Valerie B

    Board

    Total calculated
    $0
    Hours/week
    1
  • Tanyatanaboon Andy

    Board

    Total calculated
    $0
    Hours/week
    1
  • Ulrey Steven

    Board

    Total calculated
    $0
    Hours/week
    1
  • Voll Francis C

    Board

    Total calculated
    $0
    Hours/week
    1
  • Vradenburg Gregory G

    Board (End 7/12/22)

    Total calculated
    $0
    Hours/week
    1
  • Wallace Paige

    Secretary Board

    Total calculated
    $0
    Hours/week
    1
  • Walsh Edward

    Board

    Total calculated
    $0
    Hours/week
    1
  • Walton Troy

    Board (End 2/17/2023)

    Total calculated
    $0
    Hours/week
    1
  • Watson Pete

    Vice Chair Board - OhioHlth (End 6/30/2023)

    Total calculated
    $0
    Hours/week
    5 + 3 related
  • Weary Gifford PhD

    Secretary/Treasurer Board

    Total calculated
    $0
    Hours/week
    1
  • Wilder Deborah

    Board (Start 7/1/2022)

    Total calculated
    $0
    Hours/week
    1
  • Zobel Mark

    Board

    Total calculated
    $0
    Hours/week
    1
  • Browning Mike P

    Sr. VP and CFO

    Total calculated
    $1,452,400
    From this org
    $0
    From related orgs
    $1,404,705
    Other
    $47,695
    Hours/week
    12 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $637,954 related
    Bonus
    $0 + $759,990 related
    Other
    $0 + $6,761 related
    Deferred
    $0 + $17,862 related
    Nontaxable benefits
    $0 + $29,833 related
    Filer's total
    $0 + $1,452,400 related
  • Bernhard Matthew MD

    Physician Core OPG

    Total calculated
    $2,270,719
    From this org
    $2,228,582
    From related orgs
    $0
    Other
    $42,137
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,884,757
    Bonus
    $65,625
    Other
    $278,200
    Deferred
    $18,300
    Nontaxable benefits
    $23,837
    Filer's total
    $2,270,719
  • Bonasso Christian L MD

    Physician Core OPG

    Total calculated
    $3,143,045
    From this org
    $3,096,341
    From related orgs
    $0
    Other
    $46,704
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,646,620
    Bonus
    $44,271
    Other
    $405,450
    Deferred
    $13,794
    Nontaxable benefits
    $32,910
    Filer's total
    $3,143,045
  • Cohen Brian S MD

    Physician Orthopedic Surgery

    Total calculated
    $2,051,766
    From this org
    $2,019,237
    From related orgs
    $0
    Other
    $32,529
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $2,008,623
    Bonus
    $0
    Other
    $10,614
    Deferred
    $9,150
    Nontaxable benefits
    $23,379
    Filer's total
    $2,051,766
  • Dorbish Ronald J DO

    Physician Neurological Surgery

    Total calculated
    $2,087,172
    From this org
    $2,028,926
    From related orgs
    $0
    Other
    $58,246
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,897,622
    Bonus
    $40,104
    Other
    $91,200
    Deferred
    $29,936
    Nontaxable benefits
    $28,310
    Filer's total
    $2,087,172
  • SeamanBrian F DO

    Physician Ortho Surgery (General)

    Total calculated
    $3,756,247
    From this org
    $3,701,863
    From related orgs
    $0
    Other
    $54,384
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $3,549,791
    Bonus
    $43,229
    Other
    $108,843
    Deferred
    $28,956
    Nontaxable benefits
    $25,428
    Filer's total
    $3,756,247
  • Herbert Cheryl L

    FRM Chair Board

    Total calculated
    $2,876,079
    From this org
    $0
    From related orgs
    $2,811,626
    Other
    $64,453
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,412 related
    Bonus
    $0 + $392,896 related
    Other
    $0 + $2,078,318 related
    Deferred
    $0 + $42,868 related
    Nontaxable benefits
    $0 + $21,585 related
    Filer's total
    $0 + $2,876,079 related
  • Morrison Karen J

    Sr. VP Ext. Affairs/FRM Board Officer OHF

    Total calculated
    $1,103,678
    From this org
    $0
    From related orgs
    $933,579
    Other
    $170,099
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $503,836 related
    Bonus
    $0 + $420,360 related
    Other
    $0 + $9,383 related
    Deferred
    $0 + $152,587 related
    Nontaxable benefits
    $0 + $17,512 related
    Filer's total
    $0 + $1,103,678 related
  • Thornhill Hugh A

    FRM Sr. VP OPG

    Total calculated
    $184,884
    From this org
    $0
    From related orgs
    $159,254
    Other
    $25,630
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $43,050 related
    Bonus
    $0 + $116,204 related
    Other
    $0
    Deferred
    $0 + $25,630 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $184,884 related
  • Yates Vinson M

    FRM CFO/PRESIDENT MEDCENTRAL HEALTH SYSTEM

    Total calculated
    $1,293,365
    From this org
    $0
    From related orgs
    $1,103,534
    Other
    $189,831
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $584,386 related
    Bonus
    $0 + $492,965 related
    Other
    $0 + $26,183 related
    Deferred
    $0 + $160,760 related
    Nontaxable benefits
    $0 + $29,071 related
    Filer's total
    $0 + $1,293,365 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)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
The Parent Corporation (a related organization) used the following methods to establish the compensation of the CEO for each of the filing organizations included in the OhioHealth Group 990 return. - Compensation committee - Independent compensation consultant - Form 990 of other organizations - Compensation survey or study - Approval by the board or compensation committee
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Line 4a: SEVERANCE PAYMENT OR CHANGE-OF-CONTROL PAYMENT UNDER A VOLUNTARY TERMINATION AGREEMENT ENTERED INTO BY THE EMPLOYEE AND THE ORGANIZATION OR UPON A QUALIFYING TERMINATION DEFINED AS AN INVOLUNTARY SEPARATION FROM SERVICE OTHER THAN FOR CAUSE, THE EMPLOYEE IS ENTITLED TO SEVERANCE PAY BASED UPON YEARS OF SERVICE. THE TERMS AND CONDITIONS TO RECEIVE SEVERANCE PAYMENTS REQUIRE THE EMPLOYEE TO SIGN A RELEASE OF CLAIMS FORM THAT COVERS ALL SITUATIONS SURROUNDING THE EMPLOYEE'S EMPLOYMENT AND SEPARATION FROM OHIOHEALTH. NO SEVERANCE PAYMENTS WERE MADE DURING THE YEAR TO ANY LISTED PERSONS IN PART VII. Line 4b: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ELIGIBLE EXECUTIVES LISTED IN THE FORM 990, PART VII PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED PLAN. THESE ARRANGEMENTS ARE AN INDUSTRY STANDARD AND ARE UNFUNDED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE OFFICERS WILL EVER RECEIVE THESE BENEFITS. AMOUNTS FOR THESE ARRANGEMENTS ARE INCLUDED IN THE DEFERRED COMPENSATION AMOUNT. SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: - CHERYL HERBERT $2,069,986 CHERYL HERBERT RETIRED AS SR. VICE PRESIDENT REGIONAL OPERATIONS AFTER 25 YEARS OF LEADERSHIP AT OHIOHEALTH. SHE PREVIOUSLY HELD ROLES AS HOSPITAL PRESIDENT AND WAS INSTRUMENTAL IN REGIONAL INTEGRATION. -TERESA CAULIN-GLASER: $135,960 -TERRI MELDRUM: $50,545 IN ADDITION, THE ORGANIZATION PROVIDES A SPLIT-DOLLAR LIFE INSURANCE PLAN TO ITS EXECUTIVES AND PHYSICIANS FROM WHICH NO CASH PAYMENTS WERE MADE DURING THE YEAR TO ANY LISTED PERSONS IN PART VII.
Schedule J, Part I, Line 7 Non-fixed payments
Incentive bonuses are calculated using an objective formula that includes clinical quality, patient, physician and employee satisfaction, and financial items. Minor modifications to increase or decrease incentive payments, within the maximum amount established for each position, may be made based on individual performance and accountabilities. In addition, one-time bonuses may be awarded to recognize exemplary performance. All payments are examined for reasonableness and are reviewed and approved by either the Executive Compensation Committee (for disqualified persons) or through management and the company's human resources function (for non-disqualified persons).

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.

  • Athens Medical Associates LLC

    Physician Services · OH · income $0 · assets $0

    Directly controlled by OhioHealth Physicians Group Inc

  • GRADY FSED LLC

    FREE-STANDING EMERGENCY DEPARTMENTS · OH · income $7,347,738 · assets $2,236,626

    Directly controlled by GRADY MEMORIAL HOSPITAL

  • MEDCENTRAL FSED LLC

    FREE-STANDING EMERGENCY DEPARTMENT · OH · income $9,369,369 · assets $3,675,476

    Directly controlled by MEDCENTRAL HEALTH SYSTEM

  • OHIOHEALTH PHYSICIAN GROUP II LLC (CHEN MED)

    MEDICAL SERVICES · OH · income $0 · assets $0

    Directly controlled by OHIOHEALTH PHYSICIAN GROUP

  • ATHENS SURGERY CENTER

    SURGERY CENTER · OH · income $3,094,867 · assets $1,953,212

    Directly controlled by O'BLENESS MEMORIAL HOSPITAL

Related partnerships

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

  • OhioHealth Sleep Services LLC

    N/A · Physician Practice · OH

    Directly controlled by NA

  • Polaris Surgery Center LLC

    N/A · Medical Services · OH

    Directly controlled by NA

  • Upper Arlington Medical Limited Partnership

    N/A · Medical Services · OH

    Directly controlled by NA

  • Grant Scope Center LLC

    N/A · Endoscopy Services · OH

    Directly controlled by NA

  • OhioHealth Rehabilitation Hospital LLC

    N/A · Medical Services · PA

    Directly controlled by NA

  • Westerville Endoscopy Center LLC

    N/A · Endoscopy Services · OH

    Directly controlled by NA

  • Executive Imaging LLC

    Related · Medical Imaging · OH · 51% owned · share of income $210,933 · share of assets $1,147,317

    Directly controlled by Marion General Hospital

  • DUBLIN SURGERY CENTER LLC

    N/A · MEDICAL SERVICES · OH

    Directly controlled by NA

  • Knightsbridge Surgery Center Ltd

    N/A · Medical Services · OH

    Directly controlled by NA

  • Van Wert County Hospital Pain Management LLC

    N/A · Medical Services · OH

    Directly controlled by NA

  • Central Ohio Surgical Institute LLC

    N/A · Medical Services · OH

    Directly controlled by NA

  • Surgery Centers of Ohio LLC

    N/A · Medical Services · DE

    Directly controlled by NA

Related corporations and trusts

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

  • OhioHealth Star Corporation

    C Corporation · Administrative Services · OH

    Directly controlled by NA

  • HardinCare Inc

    C Corporation · Property Management · OH · 100% owned · share of income $5,733 · share of assets $161,325 · controlled entity

    Directly controlled by Hardin Memorial Hospital

  • Intel Health Services Ins Co (SPC) LTD

    C Corporation · Insurance/Reinsurance · CJ

    Directly controlled by NA

  • OHIOHEALTHY MEDICAL PLAN INC

    C Corporation · MEDICAL HEALTH INSURANCE · OH

    Directly controlled by NA

  • OHIOHEALTHY INSURANCE COMPANY

    C Corporation · MEDICAL HEALTH INSURANCE · OH

    Directly controlled by NA

  • OHIOHEALTHY HEALTH INSURING CORPORATION

    C Corporation · MEDICAL HEALTH INSURANCE · OH

    Directly controlled by NA

  • OHIOHEALTHY PLANS LLC

    C Corporation · MEDICAL HEALTH INSURANCE · OH

    Directly controlled by NA

  • OHIOHEALTH STAR VENTURES INC

    C Corporation · HEALTHCARE SERVICES · OH

    Directly controlled by NA

  • Guernsey Health Enterprises Inc

    C Corporation · AMBULANCE SERVICES · OH

    Directly controlled by NA

  • United Ambulance Service of Cambridge Inc

    C Corporation · AMBULANCE SERVICES · OH

    Directly controlled by NA

  • Community Care Systems Inc

    C Corporation · INACTIVE · OH

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349304561

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.