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Nonprofiteer
← OWENSBORO HEALTH MEDICAL GROUP INC

Form 990 for tax year 2023

Filed by OWENSBORO HEALTH MEDICAL GROUP INC.

Totals

Total revenue
$108,261,546
Total expenses
$202,389,728
Contributions and grants received
$6,760
Grants paid
$327,665
Program service revenue
$104,327,595
Investment income
$0
Other revenue
$3,927,191
Total assets, end of year
$288,993,892
Total liabilities, end of year
$994,784,841
Net assets or fund balances, end of year
-$705,790,949
Program services expenses (Part IX)
$190,639,928
Management and general expenses
$11,749,800
Fundraising expenses
$0
Program service expenses (Part III)
$190,639,928

Program services were 94.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CANDANCE CASTLEN BRAKE

    BOARD VICE-CHAIRPERSON (ENDED 10/31/2023)

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • DAVE ROBERTS

    BOARD VICE-CHAIRPERSON (EFFECTIVE 11/1/2023)

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • MACK HOWELL

    BOARD CHAIRPERSON (EFFFECTIVE 10/31/23) / COO - OHMG

    Total calculated
    $528,829
    From this org
    $476,056
    From related orgs
    $0
    Other
    $52,773
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $349,194
    Bonus
    $96,383
    Other
    $30,479
    Deferred
    $16,500
    Nontaxable benefits
    $36,273
    Filer's total
    $528,829

  • RUSSELL S RANALLO

    BOARD SECRETARY, CFO

    Total calculated
    $699,464
    From this org
    $0
    From related orgs
    $615,428
    Other
    $84,036
    Hours/week
    8 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $418,074 related
    Bonus
    $0 + $129,377 related
    Other
    $0 + $67,977 related
    Deferred
    $0 + $46,796 related
    Nontaxable benefits
    $0 + $37,240 related
    Filer's total
    $0 + $699,464 related

  • TOM LILLY

    BOARD VICE-CHAIRPERSON (EFFECTIVE 11/1/2023)

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • ANDREA MOORE WETHINGTON MD

    BOARD MEMBER

    Total calculated
    $748,542
    From this org
    $731,658
    From related orgs
    $0
    Other
    $16,884
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $411,503
    Bonus
    $317,198
    Other
    $2,957
    Deferred
    $16,500
    Nontaxable benefits
    $384
    Filer's total
    $748,542

  • ANTHONY MCBRIDE MD

    BOARD MEMBER (EFFECTIVE 03/27/2023)

    Total calculated
    $924,170
    From this org
    $907,286
    From related orgs
    $0
    Other
    $16,884
    Hours/week
    45 + 3 related

    Schedule J breakdown matched by us

    Base
    $801,694
    Bonus
    $101,974
    Other
    $3,618
    Deferred
    $16,500
    Nontaxable benefits
    $384
    Filer's total
    $924,170

  • FRANCIS J DUFRAYNE MD

    BOARD MEMBER (ENDED 10/31/2023), CHIEF MEDICAL OFFICER

    Total calculated
    $801,881
    From this org
    $44,682
    From related orgs
    $734,009
    Other
    $23,190
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $519,202 related
    Bonus
    $44,682 + $153,956 related
    Other
    $0 + $60,851 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $6,690 related
    Filer's total
    $44,682 + $757,199 related

  • GAVIN ROBERTS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • GEORGE DUNHAM MD

    BOARD MEMBER

    Total calculated
    $497,158
    From this org
    $462,188
    From related orgs
    $0
    Other
    $34,970
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $444,094
    Bonus
    $17,500
    Other
    $594
    Deferred
    $16,500
    Nontaxable benefits
    $18,470
    Filer's total
    $497,158

  • PHIL RINEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • ROBERT FARMER

    FORMER BOARD MEMBER (ENDED 10/31/2023)

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • MARK MARSH

    PRESIDENT AND CEO

    Total calculated
    $1,288,766
    From this org
    $0
    From related orgs
    $1,233,951
    Other
    $54,815
    Hours/week
    8 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $934,730 related
    Bonus
    $0 + $228,111 related
    Other
    $0 + $71,110 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $38,315 related
    Filer's total
    $0 + $1,288,766 related

  • JACOB HODSKINS MD

    PHYSICIAN

    Total calculated
    $1,279,409
    From this org
    $1,234,045
    From related orgs
    $0
    Other
    $45,364
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $773,625
    Bonus
    $458,528
    Other
    $1,892
    Deferred
    $16,500
    Nontaxable benefits
    $28,864
    Filer's total
    $1,279,409

  • JEWRAJ G MAHESHWARI MD

    PHYSICIAN

    Total calculated
    $1,619,748
    From this org
    $1,583,844
    From related orgs
    $0
    Other
    $35,904
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $986,104
    Bonus
    $593,799
    Other
    $3,941
    Deferred
    $16,500
    Nontaxable benefits
    $19,404
    Filer's total
    $1,619,748

  • JOHONGIR S MURADOV MD

    PHYSICIAN

    Total calculated
    $1,204,170
    From this org
    $1,158,806
    From related orgs
    $0
    Other
    $45,364
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $782,795
    Bonus
    $374,684
    Other
    $1,327
    Deferred
    $16,500
    Nontaxable benefits
    $28,864
    Filer's total
    $1,204,170

  • KEBEDE SHIRE MD

    PHYSICIAN

    Total calculated
    $1,020,636
    From this org
    $975,272
    From related orgs
    $0
    Other
    $45,364
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $809,035
    Bonus
    $164,968
    Other
    $1,269
    Deferred
    $16,500
    Nontaxable benefits
    $28,864
    Filer's total
    $1,020,636

  • REID H WILSON MD

    PHYSICIAN

    Total calculated
    $1,267,349
    From this org
    $1,221,985
    From related orgs
    $0
    Other
    $45,364
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $1,025,696
    Bonus
    $193,332
    Other
    $2,957
    Deferred
    $16,500
    Nontaxable benefits
    $28,864
    Filer's total
    $1,267,349

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 · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
THE ORGANIZATION PROVIDES AN ADDITIONAL BENEFIT THAT COVERS THE TAX LIABILITY FOR THE HOLIDAY CHECKS FOR ALL EMPLOYEES AND GROUP TERM LIFE PREMIUM TO EXECUTIVES. THE TAX LIABILITY PAYMENTS ARE THEMSELVES INCLUDED IN W-2 INCOME IN THE YEAR MADE, AND ARE INCLUDED IN THE FIGURES DISCLOSED ON SCHEDULE J, PART II.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
DURING THE REPORTING PERIOD, THE ORGANIZATION PAID THE CEO'S MEMBERSHIP DUES IN A SOCIAL CLUB. THE CLUB MEMBERSHIP WAS USED FOR BUSINESS PURPOSES. ANY PERSONAL RELATED EXPENSES ARE TREATED AS TAXABLE WAGE INCOME AND FULLY INCLUDED ON THE RECIPIENT'S FORM W-2.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
OWENSBORO HEALTH MEDICAL GROUP, INC. RELIES ON THE COMPENSATION PRACTICES OF A RELATED ORGANIZATION OWENSBORO HEALTH, INC. TO DETERMINE THE COMPENSATION OF TOP MANAGEMENT OFFICIALS.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
OWENSBORO HEALTH PROVIDES A NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN FOR CERTAIN EXECUTIVE EMPLOYEES. PARTICIPATION IN THE PLAN IS SUBJECT TO THE RECOMMENDATION OF THE CHIEF EXECUTIVE OFFICER AND THE APPROVAL OF THE BOARD OF DIRECTORS. AS OF DECEMBER 31, OWENSBORO HEALTH SHALL CREDIT THE PARTICIPANT'S ACCOUNT WITH AN EMPLOYER CONTRIBUTION. THE PARTICIPANT MUST BE EMPLOYED BY OWENSBORO HEALTH AT THE END OF THE PLAN YEAR IN ORDER TO RECEIVE AN EMPLOYER CONTRIBUTION FOR THAT PLAN YEAR, AND PARTIAL YEAR CREDIT IS EARNED AFTER A PARTICIPANT REACHED NORMAL RETIREMENT AGE AS DEFINED BY THE PLAN. EMPLOYER CONTRIBUTIONS MADE FOR PLAN YEARS STARTING PRIOR TO 1/1/2022, THE EMPLOYER CONTRIBUTIONS FOR EACH CONTRIBUTION CLASS YEAR SHALL BE 100% VESTED AS OF THE END OF THE PLAN YEAR WHICH IS FIVE YEARS AFTER THE DATE ON WHICH THE EMPLOYER CONTRIBUTION WAS MADE FOR SUCH CONTRIBUTION CLASS YEAR. EMPLOYER CONTRIBUTIONS MADE FOR PLAN YEARS STARTING ON OR AFTER 1/1/2022, THE EMPLOYER CONTRIBUTIONS FOR EACH CONTRIBUTION CLASS YEAR SHALL BE 100% VESTED AS OF THE LATER OF THE JANUARY 1 THAT IS THREE YEARS FROM THE START OF THE CONTRIBUTION CLASS YEAR FOR WHICH THE CONTRIBUTION WAS MADE, OR THE JANUARY 1 COINCIDENT WITH OR FOLLOWING THE FIFTH ANNIVERSARY OF THE PARTICIPANT'S PARTICIPATION DATE. THE TAX LIABILITY PAYMENTS ARE THEMSELVES INCLUDED IN W-2 INCOME IN THE YEAR MADE TO THE EXECUTIVES, AND ARE INCLUDED IN THE FIGURES DISCLOSED ON SCHEDULE J, PART II. 457F PLAN TO EXECUTIVES: RUSS RANALLO ($32,980)
Schedule J, Part I, Line 7 Non-fixed payments
MANY OF OHMG'S EMPLOYED PHYSICIAN CONTRACTS INCLUDE NON-FIXED INCENTIVE COMPENSATION PAYMENTS FOR MEETING CERTAIN PRODUCTIVITY AND QUALITY TARGETS, WHICH ARE SET IN ADVANCE OF THE MEASUREMENT PERIOD. ALL PHYSICIAN COMPENSATION IS SUBJECT TO AN INDEPENDENT FAIR MARKET VALUATION AND REVIEW, LEGAL REVIEW AND APPROVAL BY THE OWENSBORO HEALTH BOARD OF DIRECTORS INTERMEDIATE SANCTIONS SUBCOMMITTEE. THE INTERMEDIATE SANCTIONS SUBCOMMITTEE REVIEWS THE REASONABLENESS OF ALL SUCH PHYSICIAN COMPENSATION, AND CONCLUDES, AS THE RESULT OF A PROCESS THAT IS DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW, THAT ALL PHYSICIAN COMPENSATION IS REASONABLE AND DOES NOT EXCEED FAIR MARKET VALUE FOR THE SERVICES PROVIDED.

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.

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.

Related partnerships

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

Provenance

Return type
form_990
Tax year
2023
Filed
12 October 2024
IRS schema version
2023v5.1
Source object
202402869349300215

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