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Nonprofiteer
← COLUMBUS MEDICAL ASSOCIATION FOUNDATION

Form 990 for tax year 2024

Filed by COLUMBUS MEDICAL ASSOCIATION FOUNDATION.

Totals

Total revenue
$965,263
Total expenses
$3,631,049
Contributions and grants received
$22,679
Grants paid
$1,630,468
Program service revenue
$126,592
Investment income
$766,216
Other revenue
$49,776
Total assets, end of year
$109,908,556
Total liabilities, end of year
$2,030,622
Net assets or fund balances, end of year
$107,877,934
Program services expenses (Part IX)
$1,892,148
Management and general expenses
$1,522,383
Fundraising expenses
$216,518
Program service expenses (Part III)
$1,892,148

Program services were 52.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES L NICHOLS

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    5 + 1 related

  • MARC L PARNES MD

    PRESIDENT

    Total calculated
    $8,500
    From this org
    $0
    From related orgs
    $8,500
    Other
    $0
    Hours/week
    2 + 3 related

  • KAREN KING MD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ALVIN RODACK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EDWARD T BOPE MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JASMINE GREEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARK STAMM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRET KOCKENTIET MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BARBARA LACH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JEFF HALL MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DON BROWN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • AHMAD MOSTAFAVIFAR MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KANNY GREWAL MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • LUIS ALCALDE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LISA WESOLEK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JACOB LIU MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LAMONT CLAY MD

    TRUSTEE

    Total calculated
    $3,850
    From this org
    $0
    From related orgs
    $3,850
    Other
    $0
    Hours/week
    1 + 2 related

  • ROBERT E FALCONE MD

    CEO - PART YEAR

    Total calculated
    $304,969
    From this org
    $303,604
    From related orgs
    $0
    Other
    $1,365
    Hours/week
    25 + 15 related

    Schedule J breakdown matched by us

    Base
    $303,604
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,365
    Filer's total
    $304,969

  • TRACY L DAVIDSON

    CEO

    Total calculated
    $39,101
    From this org
    $38,963
    From related orgs
    $0
    Other
    $138
    Hours/week
    25 + 15 related

  • LAURIE HAWKINS

    CFO/COO

    Total calculated
    $206,991
    From this org
    $163,136
    From related orgs
    $0
    Other
    $43,855
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $163,136
    Bonus
    $0
    Other
    $0
    Deferred
    $10,983
    Nontaxable benefits
    $32,872
    Filer's total
    $206,991

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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 1A
COLUMBUS MEDICAL ASSOCIATION FOUNDATION PROVIDES A MEMBERSHIP TO AN ATHLETIC CLUB FOR THE CEO. THE PRIMARY PURPOSE OF THIS MEMBERSHIP IS FOR THE CEO TO BE ABLE TO HOLD MEETINGS AT THIS LOCATION.

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.

  • COLUMBUS MEDICAL ASSOCIATION FOUNDATION UNLIMITED

    501(C)(3) · FUND PHILANTHROPIC INTERESTS · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION FOUNDATION

  • COLUMBUS MEDICAL ASSOCIATION

    501(C)(6) · ADVANCING COMMUNITY HEALTH THROUGH ADVOCACY, EDUCATION AND SERVICE · OH

  • COTS

    501(C)(3) · REDUCING INJURIES AND SAVING LIVES BY IMPROVING EMERGENCY SERVICES · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

  • PHYSICIANS CARE CONNECTION

    501(C)(3) · OPTIMIZING THE HEALTH OF THE MOST VULNERABLE IN CENTRAL OHIO · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

  • PHYSICIANS LEADERSHIP ACADEMY

    501(C)(3) · SUPPORT PHYSICIANS WITH LEADERSHIP TRAINING · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202503219349304585

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

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