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Nonprofiteer
← UNITY HEALTH - NEWPORT

Form 990 for tax year 2023

Filed by UNITY HEALTH - NEWPORT.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 12 August 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$9,497,277 changed to $32,025,218
Total expenses
$25,921,545 changed to $36,461,613
Contributions and grants received
$13,637 changed to $76,371
Grants paid
$0 changed to $388
Program service revenue
$9,240,504 changed to $31,096,526
Investment income
$812 changed to $413
Other revenue
$242,324 changed to $851,908
Total assets, end of year
$233,486,721 changed to $378,908,808
Total liabilities, end of year
$221,302,130 changed to $371,160,612
Net assets or fund balances, end of year
$12,184,591 changed to $7,748,196
Program services expenses
$21,340,631 changed to $27,510,324
Management and general expenses
$4,580,914 changed to $8,951,289
Program service expenses (Part III)
$21,340,631 changed to $27,510,324

Listed only on the earlier return

  • BETH JONES
  • CLEVE TREAT
  • LISA WHITEHEAD
  • MARVIN DELK
  • STEVEN WEBB

Listed only on the later return

  • DR DAVID HATFIELD
  • LISA FORRESTER
  • MARY MCCLOUD
  • TARA WILLIAMS
  • WESLEY ROBERTS

Listed under a different title

  • JANET HINES: SECRETARY then CHAIRMAN
  • LADONNA JOHNSTON: VICE PRESIDENT/ADMINISTRAT then PART YEAR VP/ADMIN/PART YEAR CEO
  • NATHAN RUTLEDGE: DIRECTOR then SECRETARY
  • RAYMOND MONTGOMERY: BOARD CHAIRMAN/PART YEAR CEO then DIRECTOR
  • ZACHARY GOLDMAN: DIR PHARMACY then ADMINISTRATOR

Totals

Total revenue
$9,497,277
Total expenses
$25,921,545
Contributions and grants received
$13,637
Grants paid
$0
Program service revenue
$9,240,504
Investment income
$812
Other revenue
$242,324
Total assets, end of year
$233,486,721
Total liabilities, end of year
$221,302,130
Net assets or fund balances, end of year
$12,184,591
Program services expenses (Part IX)
$21,340,631
Management and general expenses
$4,580,914
Fundraising expenses
$0
Program service expenses (Part III)
$21,340,631

Program services were 82.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CLEVE TREAT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JANET HINES

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • LEAH MILLER

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • MARVIN DELK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • NATHAN RUTLEDGE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • RAYMOND MONTGOMERY

    BOARD CHAIRMAN/PART YEAR CEO

    Total calculated
    $377,306
    From this org
    $0
    From related orgs
    $363,460
    Other
    $13,846
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,460 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,846 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $377,306 related

  • SCOTT ROSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • LADONNA JOHNSTON

    VICE PRESIDENT/ADMINISTRAT

    Total calculated
    $277,956
    From this org
    $0
    From related orgs
    $243,518
    Other
    $34,438
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,992 related
    Bonus
    $0 + $26,526 related
    Other
    $0 + $1,000 related
    Deferred
    $0 + $14,651 related
    Nontaxable benefits
    $0 + $19,787 related
    Filer's total
    $0 + $277,956 related

  • MARK AMOX

    PART YEAR PRESIDENT/CEO

    Total calculated
    $69,537
    From this org
    $0
    From related orgs
    $66,337
    Other
    $3,200
    Hours/week
    1 + 42 related

  • STUART HILL

    VP/TREASURER

    Total calculated
    $378,477
    From this org
    $0
    From related orgs
    $349,273
    Other
    $29,204
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,747 related
    Bonus
    $0 + $26,526 related
    Other
    $0
    Deferred
    $0 + $18,750 related
    Nontaxable benefits
    $0 + $10,454 related
    Filer's total
    $0 + $378,477 related

  • BETH JONES

    DIR RISK MGMT

    Total calculated
    $133,427
    From this org
    $0
    From related orgs
    $120,851
    Other
    $12,576
    Hours/week
    40

  • JULIA WILSON

    RN CHARGE

    Total calculated
    $130,788
    From this org
    $0
    From related orgs
    $120,212
    Other
    $10,576
    Hours/week
    40

  • LISA WHITEHEAD

    DIRECTOR RADIOLOGY

    Total calculated
    $132,281
    From this org
    $0
    From related orgs
    $120,055
    Other
    $12,226
    Hours/week
    40

  • TAMMY BELLESS

    RN ADMIN SUPERVISER

    Total calculated
    $133,327
    From this org
    $0
    From related orgs
    $122,741
    Other
    $10,586
    Hours/week
    40

  • ZACHARY GOLDMAN

    DIR PHARMACY

    Total calculated
    $187,796
    From this org
    $0
    From related orgs
    $162,966
    Other
    $24,830
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $146,441 related
    Bonus
    $0 + $16,525 related
    Other
    $0
    Deferred
    $0 + $7,394 related
    Nontaxable benefits
    $0 + $17,436 related
    Filer's total
    $0 + $187,796 related

  • STEVEN WEBB

    FORMER PRESIDENT/CEO

    Total calculated
    $453,888
    From this org
    $0
    From related orgs
    $399,374
    Other
    $54,514
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $391,469 related
    Bonus
    $0 + $7,635 related
    Other
    $0 + $270 related
    Deferred
    $0 + $39,880 related
    Nontaxable benefits
    $0 + $14,634 related
    Filer's total
    $0 + $453,888 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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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
ALL MEMBERS OF THE EXECUTIVE TEAM HAVE ACCESS TO THE ORGANIZATION'S SOCIAL CLUB MEMBERSHIP. NO PART OF THE MEMBERSHIP IS TREATED AS TAXABLE COMPENSATION BECAUSE ALL USE IS CONSIDERED BUSINESS USE. PERSONAL EXPENSES ARE PAID BY THE OFFICERS TO THE CLUB.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 August 2024
IRS schema version
2023v5.1
Source object
202432289349301553

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