Form 990 for tax year 2022

Revenue

Part VIII, the statement of revenue.

• 2a · Program service revenue: MANAGEMENT FUNCTION

  total $83,627,374 · related or exempt $83,627,374

• 3 · Investment income

  total $621,233 · excluded $621,233

• 6a · Gross rents

  real property $19,788

• 6b · Less rental expenses

  real property $0

• 6c · Rental income or loss

  real property $19,788

• 6d · Net rental income or loss

  total $19,788 · excluded $19,788

Functional expenses

Part IX, the statement of functional expenses.

• 5 · Compensation of officers, directors and key employees

  total $1,139,961 · management and general $1,139,961

• 7 · Other salaries and wages

  total $21,364,326 · program services $2,833,548 · management and general $18,530,778

• 8 · Pension plan contributions

  total $4,469,820 · program services $3,743,460 · management and general $726,360

• 9 · Other employee benefits

  total $24,955,699 · program services $20,429,784 · management and general $4,525,915

• 10 · Payroll taxes

  total $8,982,193 · program services $7,353,186 · management and general $1,629,007

• 11b · Fees: legal

  total $301,893 · program services $294,735 · management and general $7,158

• 11c · Fees: accounting

  total $1,005,008 · program services $554,659 · management and general $450,349

• 11g · Fees: other

  total $2,041,533 · program services $104,234 · management and general $1,937,299

• 12 · Advertising and promotion

  total $483,114 · management and general $483,114

• 13 · Office expenses

  total $5,687,647 · program services $1,241,482 · management and general $4,446,165

• 14 · Information technology

  total $6,253,715 · program services $39,608 · management and general $6,214,107

• 16 · Occupancy

  total $319,446 · management and general $319,446

• 17 · Travel

  total $683,443 · program services $579,812 · management and general $103,631

• 20 · Interest

  total $2,056,000 · management and general $2,056,000

• 22 · Depreciation, depletion and amortization

  total $771,347 · program services $685,965 · management and general $85,382

• 23 · Insurance

  total $3,412,983 · program services $3,035,192 · management and general $377,791

• 24a · Other expenses: PHYSICIAN RECRUITING

  total $210,810 · management and general $210,810

• 24b · Other expenses: MEDICAL SUPPLIES

  total $129,457 · management and general $129,457

The filer's explanations (Part III)

PART I, LINE 1A

A MEMBERSHIP AT THE LOCAL COUNTRY CLUB IS PAID FOR THE CEO, JEROME MORASKO. THIS BENEFIT HAS NOT BEEN TREATED AS TAXABLE COMPENSATION.

PART I, LINE 7

PHYSICIAN'S QUALIFY FOR BONUSES BASED ON THEIR TARGET RVU'S. THIS TARGET IS FIGURED BY TAKING THEIR YEARLY SALARY AND DIVIDING IT BY THE RVU RATE WHICH COMES FROM MGMA GUIDELINES. PHYSICIAN BONUSES VARY BASED ON THEIR CONTRACT. THESE BONUSES ARE ACCRUED ON A MONTHLY BASIS AND PAID ON A QUARTERLY BASIS BASED ON PHYSICIAN'S CONTRACT TERM UNLESS THE PHYSICIAN IS NOT LIKELY TO MEET THE YEARLY TARGET. THE OFFICERS' BONUSES ARE BASED ON EACH INDIVIDUAL'S GOALS ESTABLISHED AT THE START OF THE FISCAL YEAR. THE OFFICERS' CAN RECEIVE UP TO A CERTAIN PERCENTAGE OF THEIR WAGES. BONUSES ARE PAID OUT ONCE A YEAR AFTER THE FISCAL YEAR RESULTS HAVE BEEN DETERMINED.

Disregarded entities

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

• ATIVA HEALTH CARE STAFFING LLC

  FULFILL STAFFING NEEDS · OH · income $2,869,402 · assets $0

  Directly controlled by AVITA HEALTH SYSTEM

Related partnerships

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

• GALION COMMUNITY PAIN MANAGEMENT LLC

  HOSPITAL SUPPORT · OH

• GALION COMMUNITY VASCULAR SERVICES LLC

  HOSPITAL SUPPORT · OH

• AMERICAN SURGICAL SPINE SERVICES

  HOSPITAL SUPPORT · OH

Related corporations and trusts

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

• AHS CAPTIVE LTD

  C · INSURANCE · CJ · 100% owned · share of income $110,246 · share of assets $4,349,352

  Directly controlled by AVITA HEALTH SYSTEM