Skip to content
Nonprofiteer
← OSU MOUNT CARMEL HEALTH ALLIANCE

Form 990 for tax year 2024

Filed by OSU MOUNT CARMEL HEALTH ALLIANCE.

Totals

Total revenue
$1,907,547
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,907,547
Investment income
$0
Other revenue
$0
Total assets, end of year
$25,401,981
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$25,401,981
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

  • 2a · Program service revenue: INV-MADISON CTY HOSP.

    total $1,907,547 · related or exempt $1,907,547

Balance sheet

Part X, book values.

  • 15 · Other assets

    beginning of year $23,494,434 · end of year $25,401,981

  • 27 · Net assets without donor restrictions

    beginning of year $23,494,434 · end of year $25,401,981

Mission and programs · 2024

Mission

TO BUILD BETTER HEALTH CARE IN MADISON COUNTY, OHIO AND THE SURROUNDING COMMUNITIES BY PROVIDING ADDITIONAL HEALTH CARE RESOURCES AND IMPROVED ACCESS TO SPECIALIZED MEDICAL SERVICES.

Activities or mission (Part I)

TO OPERATE A COOPERATIVE HEALTH CARE DELIVERY SYSTEM

  • OSU/MOUNT CARMEL HEALTH ALLIANCE IS AN ORGANIZATION FORMED BY THE OHIO STATE UNIVERSITY (OSU), AN INSTRUMENTALITY OF THE STATE OF OHIO WHICH OPERATES THE OHIO STATE UNIVERSITY MEDICAL CENTER, AND MOUNT CARMEL HEALTH SYSTEM (MCHS), A TAX-EXEMPT HEALTH CARE SYSTEM. OSU AND MCHS RECOGNIZED THAT THE HEALTH CARE DELIVERY ENVIRONMENT IS PROMPTING THE FORMATION OF A VARIETY OF MERGED, COMBINED AND/OR COOPERATIVE HEALTH CARE DELIVERY NETWORKS AND SYSTEMS. SUCH COOPERATIVE UNDERTAKINGS REPRESENT COLLABORATIVE EFFORTS OF HEALTH CARE PROVIDERS TO BETTER ADMINISTER, MANAGE, PROVIDE AND PLAN FOR THE DELIVERY OF HEALTH CARE SERVICES. IN RESPONSE TO THESE ENVIRONMENTAL FACTORS, OSU AND MCHS FORMED THE HEALTH ALLIANCE TO ACHIEVE THE FOLLOWING OBJECTIVES:A. ENHANCE THE ABILITY OF OSU AND MCHS TO RESPOND TO THE HEALTH CARE NEEDS OF THE COMMUNITIES THEY SERVE BY COMBINING THEIR CAPABILITIES, RESOURCES AND SERVICES TO FACILITATE HEALTH CARE DELIVERY THROUGHOUT THE CENTRAL OHIO AREA;B. REDUCE THE COST OF HEALTH CARE SERVICES TO THE COMMUNITIES SERVED, IN PART BY ELIMINATION OF DUPLICATE HEALTH CARE TECHNOLOGIES, SERVICES AND PROGRAMS WITHIN COMMUNITIES;C. RESPOND EFFICIENTLY TO THE OPPORTUNITIES TO DEVELOP HEALTH CARE NETWORKS AND SYSTEMS, PARTICULARLY THROUGH COLLABORATIVE AND COOPERATIVE EFFORTS AMONG THE OSU-MOUNT CARMEL HEALTH ALLIANCE (HEALTH ALLIANCE) AND OTHER POTENTIAL PARTNERS IN THE CENTRAL OHIO AREA.THE HEALTH ALLIANCE AND ITS RELATED ENTITIES PROVIDE SERVICES INTENDED TO BENEFIT THE POOR AND UNDERSERVED, INCLUDING THOSE PERSONS WHO CANNOT AFFORD HEALTH INSURANCE BECAUSE OF INADEQUATE RESOURCES AND/OR ARE UNINSURED OR UNDERINSURED. THE HEALTH ALLIANCE STRIVES TO ENHANCE THE HEALTH STATUS OF THE COMMUNITIES IN WHICH IT OPERATES.

    Revenue $1,907,547

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jay Anderson

    TRUSTEE

    Total calculated
    $2,194,300
    From this org
    $0
    From related orgs
    $2,018,075
    Other
    $176,225
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,021,066 related
    Bonus
    $0 + $922,987 related
    Other
    $0 + $74,022 related
    Deferred
    $0 + $145,255 related
    Nontaxable benefits
    $0 + $30,970 related
    Filer's total
    $0 + $2,194,300 related

  • Lorraine Lutton

    TRUSTEE THROUGH 6/24

    Total calculated
    $1,903,502
    From this org
    $0
    From related orgs
    $1,593,270
    Other
    $310,232
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $465,919 related
    Bonus
    $0 + $469,126 related
    Other
    $0 + $658,225 related
    Deferred
    $0 + $274,781 related
    Nontaxable benefits
    $0 + $35,451 related
    Filer's total
    $0 + $1,903,502 related

  • Tauana McDonald

    TRUSTEE; CHAIR

    Total calculated
    $909,604
    From this org
    $0
    From related orgs
    $842,723
    Other
    $66,881
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $561,756 related
    Bonus
    $0 + $187,275 related
    Other
    $0 + $93,692 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $46,456 related
    Filer's total
    $0 + $909,604 related

  • Michael Moran

    TRUSTEE

    Total calculated
    $613,840
    From this org
    $0
    From related orgs
    $511,715
    Other
    $102,125
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $384,863 related
    Bonus
    $0 + $109,877 related
    Other
    $0 + $16,975 related
    Deferred
    $0 + $84,015 related
    Nontaxable benefits
    $0 + $18,110 related
    Filer's total
    $0 + $613,840 related

  • Patrick Robertson

    TRUSTEE

    Total calculated
    $495,121
    From this org
    $0
    From related orgs
    $453,957
    Other
    $41,164
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $146,369 related
    Bonus
    $0 + $189,348 related
    Other
    $0 + $118,240 related
    Deferred
    $0 + $25,690 related
    Nontaxable benefits
    $0 + $15,474 related
    Filer's total
    $0 + $495,121 related

  • Thomas Blincoe

    TRUSTEE

    Total calculated
    $351,832
    From this org
    $0
    From related orgs
    $298,198
    Other
    $53,634
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,996 related
    Bonus
    $0 + $49,329 related
    Other
    $0 + $31,873 related
    Deferred
    $0 + $41,985 related
    Nontaxable benefits
    $0 + $11,649 related
    Filer's total
    $0 + $351,832 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2024. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: LORRAINE LUTTON - $441,590 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNT, WHICH WAS UNPAID AS OF 12/31/24: LORRAINE LUTTON - $254,356 (PAID IN 2025) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2024, AND THEIR NON-VESTED BENEFITS FOR 2024 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2024 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: LORRAINE LUTTON - $194,247 TAUANA MCDONALD - $75,808 MICHAEL MORAN - $7,953 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUAL FOR 2024 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: MICHAEL MORAN - $63,590

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
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202513149349301016

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

The source document this was parsed from is served over the API, which is where bulk and document access live.