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Nonprofiteer
← AVITA HEALTH SYSTEM

Form 990 for tax year 2023

Filed by AVITA HEALTH SYSTEM.

Totals

Total revenue
$94,839,012
Total expenses
$94,839,012
Contributions and grants received
$7,499
Grants paid
$0
Program service revenue
$93,122,844
Investment income
$781,461
Other revenue
$927,208
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$48,959,856
Management and general expenses
$45,879,156
Fundraising expenses
$0
Program service expenses (Part III)
$48,959,856

Program services were 51.6% 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.

  • 1f · All other contributions, gifts and grants

    $7,499

  • 2a · Program service revenue: MANAGEMENT FUNCTION

    total $93,122,844 · related or exempt $93,122,844

  • 3 · Investment income

    total $781,461 · excluded $781,461

  • 6a · Gross rents

    real property $1,649

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,649

  • 6d · Net rental income or loss

    total $1,649 · excluded $1,649

  • 11a · Other revenue: GAIN ON PENSION SETTLEMENT

    total $925,559 · excluded $925,559

  • 11e · Other revenue, total

    $925,559

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,216,829 · management and general $1,216,829

  • 7 · Other salaries and wages

    total $22,718,679 · program services $3,257,019 · management and general $19,461,660

  • 8 · Pension plan contributions

    total $6,902,623 · program services $6,161,221 · management and general $741,402

  • 9 · Other employee benefits

    total $28,826,344 · program services $23,749,363 · management and general $5,076,981

  • 10 · Payroll taxes

    total $9,702,578 · program services $7,993,731 · management and general $1,708,847

  • 11b · Fees: legal

    total $239,461 · program services $239,419 · management and general $42

  • 11c · Fees: accounting

    total $965,814 · program services $498,600 · management and general $467,214

  • 11g · Fees: other

    total $2,182,094 · program services $91,632 · management and general $2,090,462

  • 12 · Advertising and promotion

    total $498,753 · management and general $498,753

  • 13 · Office expenses

    total $5,244,874 · program services $671,735 · management and general $4,573,139

  • 14 · Information technology

    total $6,896,149 · program services $727 · management and general $6,895,422

  • 16 · Occupancy

    total $469,970 · program services $469,970

  • 17 · Travel

    total $1,079,559 · program services $963,025 · management and general $116,534

  • 20 · Interest

    total $2,082,134 · management and general $2,082,134

  • 22 · Depreciation, depletion and amortization

    total $1,249,758 · program services $1,118,603 · management and general $131,155

  • 23 · Insurance

    total $4,183,886 · program services $3,744,811 · management and general $439,075

  • 24a · Other expenses: PHYSICIAN RECRUITING

    total $343,738 · management and general $343,738

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $35,769 · management and general $35,769

Mission and programs · 2023

Mission

TO IMPROVE THE HEALTH AND WELL-BEING OF THOSE WE SERVE.

  • AVITA PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO THE VARIOUS TAX EXEMPT ENTITIES WITHIN ITS HEALTH SYSTEM. AVITA PROVIDES SENIOR EXECUTIVE MANAGEMENT AND ADMINISTRATIVE STAFF TO ITS AFFILIATES AND THE FOLLOWING SERVICES: BILLING AND COLLECTION, INFORMATION TECHNOLOGY, HUMAN RESOURCES, ACCOUNTING AND FINANCE, FACILITIES MANAGEMENT (INCLUDING MAINTENANCE) AND OTHER SUPPORT SERVICES NECESSARY FOR THE ADMINISTRATIVE FUNCTIONS OF THE SYSTEM.

    Expenses $48,959,856 · Revenue $93,122,844

As filed on the 2023 return.

Listed in Part VII

  • Jerome Morasko

    PRESIDENT

    Total calculated
    $794,414
    From this org
    $775,227
    From related orgs
    $0
    Other
    $19,187
    Hours/week
    40.1 + 0.7 related

    Schedule J breakdown matched by us

    Base
    $706,318
    Bonus
    $68,909
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $19,187
    Filer's total
    $794,414
  • D Eric Draime

    CFO

    Total calculated
    $408,902
    From this org
    $405,852
    From related orgs
    $0
    Other
    $3,050
    Hours/week
    40.1 + 0.7 related

    Schedule J breakdown matched by us

    Base
    $353,139
    Bonus
    $52,713
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $3,050
    Filer's total
    $408,902
  • Jeffery A Underwood

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Linda H Smith

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Mark Schneider

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Donald L Plotts

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Charles T Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Donald F Barr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Douglas Schilling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Joseph Shadeed

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Justin McMullen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Kay McDonald

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Kymberly Fox

    BOARD AMBASSADOR (NO VOTE)

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Michael J Kemerer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.05 + 0.05 related
  • Phillip Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Sherri Clevenger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.05 + 0.05 related
  • Boyd Epperson

    DIRECTOR - PART YEAR

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related
  • Jason McMullen

    DIRECTOR - PART YEAR

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related
  • Stephen E Wolford

    VP CHIEF HUMAN RESOURCES

    Total calculated
    $246,482
    From this org
    $240,615
    From related orgs
    $0
    Other
    $5,867
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,013
    Bonus
    $30,602
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,867
    Filer's total
    $246,482
  • James Heddleson

    PHYSICIAN

    Total calculated
    $1,068,004
    From this org
    $1,065,492
    From related orgs
    $0
    Other
    $2,512
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $526,566
    Bonus
    $538,926
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,512
    Filer's total
    $1,068,004
  • Kathleen Durflinger

    VP CHIEF NURSING OFFICER

    Total calculated
    $287,682
    From this org
    $282,488
    From related orgs
    $0
    Other
    $5,194
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,798
    Bonus
    $36,690
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,194
    Filer's total
    $287,682
  • Kimberly Winkle

    VP OF OPERATIONS

    Total calculated
    $250,282
    From this org
    $247,396
    From related orgs
    $0
    Other
    $2,886
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,264
    Bonus
    $32,132
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,886
    Filer's total
    $250,282
  • Myles Creed

    VP MEDICAL STAFF DEVELOPMENT

    Total calculated
    $235,443
    From this org
    $229,576
    From related orgs
    $0
    Other
    $5,867
    Hours/week
    39.8 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $200,237
    Bonus
    $29,339
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,867
    Filer's total
    $235,443
  • Allen R Hocker

    VP ANCILLARY SERVICES

    Total calculated
    $246,414
    From this org
    $234,646
    From related orgs
    $0
    Other
    $11,768
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,244
    Bonus
    $20,402
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $11,768
    Filer's total
    $246,414

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 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

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.

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

No itemized grants to organizations 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.

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.

  • ATIVA HEALTH CARE STAFFING LLC

    FULFILL STAFFING NEEDS · OH · income $3,667,200 · 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

    Directly controlled by AVITA HEALTH SYSTEM

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202501359349302040

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