Skip to content
Nonprofiteer
← LICKING MEMORIAL HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by LICKING MEMORIAL HEALTH FOUNDATION.

Totals

Total revenue
$8,361,825
Total expenses
$5,270,234
Contributions and grants received
$1,980,203
Grants paid
$789,797
Program services expenses (Part IX)
$4,573,457
Management and general expenses
$232,555
Fundraising expenses
$464,222
Program service expenses (Part III)
$4,573,457

Program services were 86.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT MONTAGNESE

    PRESIDENT/EX OFFICIO W/O V

    Total calculated
    $926,607
    From this org
    $0
    From related orgs
    $876,674
    Other
    $49,933
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $785,504 related
    Bonus
    $0 + $80,000 related
    Other
    $0 + $11,170 related
    Deferred
    $0 + $7,779 related
    Nontaxable benefits
    $0 + $42,154 related
    Filer's total
    $0 + $926,607 related

  • CINDY WEBSTER

    VP FINANCIAL SERVICES

    Total calculated
    $350,357
    From this org
    $0
    From related orgs
    $330,431
    Other
    $19,926
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $328,786 related
    Bonus
    $0
    Other
    $0 + $1,645 related
    Deferred
    $0 + $2,932 related
    Nontaxable benefits
    $0 + $16,994 related
    Filer's total
    $0 + $350,357 related

  • VERONICA PATTON

    VP PR & DEVELOPMENT

    Total calculated
    $276,828
    From this org
    $0
    From related orgs
    $264,357
    Other
    $12,471
    Hours/week
    26 + 14 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,598 related
    Bonus
    $0
    Other
    $0 + $3,759 related
    Deferred
    $0 + $2,346 related
    Nontaxable benefits
    $0 + $10,125 related
    Filer's total
    $0 + $276,828 related

  • NANCY NEELY

    CHAIR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • MICHAEL MASSARO

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • CRAIG R BALDWIN

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • PATRICK M JEFFRIES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • PATRICK D GUANCIALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • JOYCE MALAINY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • LINDA K DALGARN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • BRIAN MORTELLARO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • DAVID E DONEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • GORDON WILKEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • DANIEL HUNT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • CHRISTOPHER MAYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • ESCHOL CURL JR

    DIRECTOR (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 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 — 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

  • 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 3
THE RELATED ORGANIZATION USES THE FOLLOWING TO ESTABLISH COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS WRITTEN EMPLOYMENT CONTRACT COMPENSATION SURVEY OR STUDY APPROVAL OF THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
ROBERT A. MONTAGNESE, PRESIDENT & CEO, PARTICIPATES IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). NO CONTRIBUTIONS WERE MADE TO THE PLAN ON HIS BEHALF FOR THE 2022 YEAR.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
12 November 2024
IRS schema version
2023v5.1
Source object
202413189349308556

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.