Form 990 for tax year 2022
Filed by OKLAHOMA HOSPITAL ASSOCIATION INC.
Totals
- Total revenue
- $5,484,445
- Total expenses
- $5,251,639
- Contributions and grants received
- $654,105
- Grants paid
- $38,398
- Program service revenue
- $4,693,227
- Investment income
- $137,113
- Other revenue
- $0
- Total assets, end of year
- $8,900,228
- Total liabilities, end of year
- $2,037,296
- Net assets or fund balances, end of year
- $6,862,932
- Program services expenses (Part IX)
- $4,804,958
- Management and general expenses
- $446,681
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,804,958
Program services were 91.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Tammy Powell
Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jay Johnson
Immediate Past Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Denise Webber
Chair Elect
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jonas Rabel
NE Region Chairman
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kandice Allen
NW Region Chairman
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Daryle Voss
SE Region Chairman
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Brent Smith
SW Region Chairman
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jim Gebhart
Oklahoma City Region Chair
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michael McBride
Tulsa Regional Chairman
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Chris Hammes
At-Large Member
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Charles Grim
At-Large Member
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Bennett Geister
At-Large Member
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Shari Murphree
At-Large Member
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Richie Splitt
At-Large Member
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Steve Crawford MD
Physician Member
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Corey Lively - Ex-Officio
AHA State Delegate
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Patricia D Davis
President and CEO
- Total calculated
- $589,036
- From this org
- $554,750
- From related orgs
- $0
- Other
- $34,286
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $444,475
- Bonus
- $71,725
- Other
- $38,550
- Deferred
- $9,150
- Nontaxable benefits
- $27,041
- Filer's total
- $590,941
-
Pamela Wells
Secr/Treasurer and VP/CFO
- Total calculated
- $217,193
- From this org
- $188,568
- From related orgs
- $0
- Other
- $28,625
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $172,134
- Bonus
- $14,850
- Other
- $1,584
- Deferred
- $13,389
- Nontaxable benefits
- $17,074
- Filer's total
- $219,031
-
Mitzi McCullock
VP, Health Policy & Finance
- Total calculated
- $320,138
- From this org
- $256,281
- From related orgs
- $0
- Other
- $63,857
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $218,975
- Bonus
- $17,100
- Other
- $20,206
- Deferred
- $15,541
- Nontaxable benefits
- $50,464
- Filer's total
- $322,286
-
LaWanna Halstead
VP, Quality & Clinical Iniatives
- Total calculated
- $211,313
- From this org
- $190,449
- From related orgs
- $0
- Other
- $20,864
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $162,353
- Bonus
- $17,033
- Other
- $11,063
- Deferred
- $8,885
- Nontaxable benefits
- $13,904
- Filer's total
- $213,238
-
Sandra Harrison
VP, Legal & Regulatory Affairs
- Total calculated
- $230,492
- From this org
- $185,003
- From related orgs
- $0
- Other
- $45,489
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,608
- Bonus
- $17,102
- Other
- $9,293
- Deferred
- $11,305
- Nontaxable benefits
- $36,113
- Filer's total
- $232,421
-
J Shelby Faust
VP, OHA Insurance Agency
- Total calculated
- $188,178
- From this org
- $170,601
- From related orgs
- $0
- Other
- $17,577
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $168,810
- Bonus
- $0
- Other
- $1,791
- Deferred
- $4,970
- Nontaxable benefits
- $14,330
- Filer's total
- $189,901
-
Patrice Greenawalt
Manager, Clinical Initiati
- Total calculated
- $138,087
- From this org
- $134,111
- From related orgs
- $0
- Other
- $3,976
- Hours/week
- 40
-
Scott Tohlen
Director, Government Relations
- Total calculated
- $127,325
- From this org
- $105,247
- From related orgs
- $0
- Other
- $22,078
- Hours/week
- 40
-
Susan Wallace
Director, Communication
- Total calculated
- $129,567
- From this org
- $108,881
- From related orgs
- $0
- Other
- $20,686
- Hours/week
- 40
-
Mary Winters
VP, Education & Support Services
- Total calculated
- $112,572
- From this org
- $112,572
- From related orgs
- $0
- Other
- $0
- Hours/week
- 31 + 9 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
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I, Line 4b
- The following individuals participated in the Organization's 457(f) nonqualified deferred compensation plan: Part II, column B (iii) Part II, column C Patricia Davis 36,759 LaWanna Halstead 2,746 3,501 Mitzi McCullock 8,032 Sandra Harrison 5,754 Pamela Wells 7,679
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.
-
Oklahoma Hospital Education and Research Institute
501(c)(3) · Education · OK · controlled entity
Directly controlled by Oklahoma Hospital Association Inc
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.
-
Insurance · OK · income $0 · assets $0
Directly controlled by Oklahoma Hospital Association Inc
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · Insurance · OK · 100% owned · share of income $369,673 · share of assets $363,797 · controlled entity
Directly controlled by Oklahoma Hospital Association Inc
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 24 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313039349300791
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