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Nonprofiteer
← KETTERING ADVENTIST HEALTHCARE

Form 990 for tax year 2023

Filed by KETTERING ADVENTIST HEALTHCARE.

Totals

Total revenue
$34,081,839
Total expenses
$25,555,556
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$33,367,318
Investment income
$91,675
Other revenue
$622,846
Total assets, end of year
$47,308,494
Total liabilities, end of year
$24,121,980
Net assets or fund balances, end of year
$23,186,514
Program services expenses (Part IX)
$21,954,462
Management and general expenses
$3,601,094
Fundraising expenses
$0
Program service expenses (Part III)
$21,954,462

Program services were 85.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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: Management services

    total $33,367,318 · related or exempt $33,367,318

  • 3 · Investment income

    total $39,482 · excluded $39,482

  • 7a · Gross sales of assets other than inventory

    securities $52,193

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $52,193

  • 7d · Net gain or loss

    total $52,193 · excluded $52,193

  • 11a · Other revenue: Net income from affiliate

    total $622,846 · excluded $622,846

  • 11e · Other revenue, total

    $622,846

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $7,753,401 · program services $6,703,373 · management and general $1,050,028

  • 7 · Other salaries and wages

    total $14,232,424 · program services $12,304,955 · management and general $1,927,469

  • 8 · Pension plan contributions

    total $2,217,472 · program services $1,917,164 · management and general $300,308

  • 9 · Other employee benefits

    total $4,101 · program services $3,545 · management and general $556

  • 10 · Payroll taxes

    total $667,858 · program services $577,411 · management and general $90,447

  • 11a · Fees: management

    total $60,000 · management and general $60,000

  • 11b · Fees: legal

    total $14,944 · management and general $14,944

  • 11c · Fees: accounting

    total $23,000 · management and general $23,000

  • 11f · Fees: investment management

    total $32,297 · management and general $32,297

  • 11g · Fees: other

    total $201,649 · program services $165,773 · management and general $35,876

  • 13 · Office expenses

    total $576 · management and general $576

  • 24a · Other expenses: General & administrativ

    total $347,834 · program services $282,241 · management and general $65,593

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $31,822,789 · end of year $37,555,989

  • 4 · Accounts receivable

    beginning of year $2,705,153 · end of year $2,540,966

  • 9 · Prepaid expenses and deferred charges

    end of year $496,138

  • 11 · Investments: publicly traded securities

    beginning of year $2,809,091 · end of year $3,162,156

  • 15 · Other assets

    beginning of year $2,963,710 · end of year $3,553,245

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,224,375 · end of year $18,051,024

  • 25 · Other liabilities

    beginning of year $5,659,013 · end of year $6,070,956

  • 27 · Net assets without donor restrictions

    beginning of year $14,417,355 · end of year $23,186,514

Mission and programs · 2023

Mission

Our mission is to improve the quality of life of the people in the communities we serve through healthcare and education.We are dedicated to excellence and to providing each individual the most appropriate care in the most appropriate setting. In the spirit of the Seventh-day Adventist healthcare ministry, we strive to be innovative and to convey God's love in a caring environment.

  • Kettering Adventist Healthcare, parent of the Kettering Health corporations, provides oversight of 15 medical centers, more than 120 outpatient facilities, and Kettering College.

    Expenses $21,954,462 · Revenue $33,367,318

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Gentry Michael

    Chief Executive Officer

    Total calculated
    $1,397,607
    From this org
    $1,291,151
    From related orgs
    $0
    Other
    $106,456
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $882,981
    Bonus
    $400,000
    Other
    $8,170
    Deferred
    $92,987
    Nontaxable benefits
    $13,469
    Filer's total
    $1,397,607

  • Mewhirter Michael

    Interim CEO until July 23, CAO

    Total calculated
    $1,128,451
    From this org
    $1,017,167
    From related orgs
    $0
    Other
    $111,284
    Hours/week
    42 + 9 related

    Schedule J breakdown matched by us

    Base
    $964,983
    Bonus
    $50,284
    Other
    $1,900
    Deferred
    $87,173
    Nontaxable benefits
    $24,111
    Filer's total
    $1,128,451

  • Dutton Tim

    EVP Mission, Brand&People end 6/23

    Total calculated
    $792,223
    From this org
    $780,739
    From related orgs
    $0
    Other
    $11,484
    Hours/week
    42 + 9 related

    Schedule J breakdown matched by us

    Base
    $350,505
    Bonus
    $42,900
    Other
    $387,334
    Deferred
    $0
    Nontaxable benefits
    $11,484
    Filer's total
    $792,223

  • Ko Timothy

    CFO KH

    Total calculated
    $849,339
    From this org
    $765,442
    From related orgs
    $0
    Other
    $83,897
    Hours/week
    47 + 4 related

    Schedule J breakdown matched by us

    Base
    $733,496
    Bonus
    $30,046
    Other
    $1,900
    Deferred
    $59,649
    Nontaxable benefits
    $24,248
    Filer's total
    $849,339

  • Velasco Jonathan E

    Physician

    Total calculated
    $718,734
    From this org
    $0
    From related orgs
    $687,580
    Other
    $31,154
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $582,482 related
    Bonus
    $0 + $105,098 related
    Other
    $0
    Deferred
    $0 + $18,787 related
    Nontaxable benefits
    $0 + $12,367 related
    Filer's total
    $0 + $718,734 related

  • Sharrett Kevin

    Physician

    Total calculated
    $597,084
    From this org
    $0
    From related orgs
    $581,323
    Other
    $15,761
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,371 related
    Bonus
    $0 + $166,952 related
    Other
    $0
    Deferred
    $0 + $15,487 related
    Nontaxable benefits
    $0 + $274 related
    Filer's total
    $0 + $597,084 related

  • Tyner Troy A

    Physician

    Total calculated
    $288,777
    From this org
    $0
    From related orgs
    $262,404
    Other
    $26,373
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,404 related
    Bonus
    $0 + $15,000 related
    Other
    $0
    Deferred
    $0 + $18,787 related
    Nontaxable benefits
    $0 + $7,586 related
    Filer's total
    $0 + $288,777 related

  • Prutzman Cherish J

    Member/Physician

    Total calculated
    $213,942
    From this org
    $0
    From related orgs
    $194,677
    Other
    $19,265
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,677 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,607 related
    Nontaxable benefits
    $0 + $6,658 related
    Filer's total
    $0 + $213,942 related

  • Hedrick Sarah

    Physician

    Total calculated
    $90,208
    From this org
    $0
    From related orgs
    $83,522
    Other
    $6,686
    Hours/week
    1

  • Chew Roy

    Community Volunteer until May 23

    Total calculated
    $14,672
    From this org
    $11,458
    From related orgs
    $0
    Other
    $3,214
    Hours/week
    4.75 + 1.25 related

  • Neff Les

    Director and Member

    Total calculated
    $10,800
    From this org
    $0
    From related orgs
    $10,800
    Other
    $0
    Hours/week
    1 + 1 related

  • Jakobsons Andrea

    Member until May 23

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    1

  • Weigley David

    Pres Columbia Union Conf end Jan 2

    Total calculated
    $0
    Hours/week
    0

  • Blyden Celeste

    Secr Columbia Union Conf begin Jan 2

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Forde Terry

    Community Volunteer

    Total calculated
    $0
    Hours/week
    1

  • Simpson Roy

    Community Volunteer

    Total calculated
    $0
    Hours/week
    1

  • Patterson Robert

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Wilkins Darren

    Community Volunteer until Mar 23

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Riley Adele

    Community Volunteer

    Total calculated
    $0
    Hours/week
    1

  • Weigel Robert

    Community Volunteer

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Cundiff Bob

    Community Volunteer until May 23

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Tanguay Randall

    Member

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Asiedu Emmanuel

    Member, Columbian Union Conference

    Total calculated
    $0
    Hours/week
    1

  • Peebles Thomas

    Member

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Roberts Randall

    Member until April 23

    Total calculated
    $0
    Hours/week
    1

  • Bone Keisha

    Member

    Total calculated
    $0
    Hours/week
    1

  • Brown Marvin

    Member until May 23

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Sharalaya Louie

    Member

    Total calculated
    $0
    Hours/week
    1

  • Thomas Tamara MD

    Member - Physician

    Total calculated
    $0
    Hours/week
    1

  • Kuhn Brenda

    EVP Chief Clinical Officer

    Total calculated
    $656,344
    From this org
    $620,054
    From related orgs
    $0
    Other
    $36,290
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $574,307
    Bonus
    $34,316
    Other
    $11,431
    Deferred
    $18,787
    Nontaxable benefits
    $17,503
    Filer's total
    $656,344

  • Feller Joseph

    VP Legal Services

    Total calculated
    $662,082
    From this org
    $580,451
    From related orgs
    $0
    Other
    $81,631
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $542,826
    Bonus
    $33,715
    Other
    $3,910
    Deferred
    $64,640
    Nontaxable benefits
    $16,991
    Filer's total
    $662,082

  • Shull Jennifer

    EVP Chief Nursing Officer KH

    Total calculated
    $600,995
    From this org
    $515,975
    From related orgs
    $0
    Other
    $85,020
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $477,260
    Bonus
    $30,545
    Other
    $8,170
    Deferred
    $60,328
    Nontaxable benefits
    $24,692
    Filer's total
    $600,995

  • Hotelling Dann

    VP - Finance until 11/23

    Total calculated
    $510,123
    From this org
    $489,081
    From related orgs
    $0
    Other
    $21,042
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $298,191
    Bonus
    $22,534
    Other
    $168,356
    Deferred
    $18,787
    Nontaxable benefits
    $2,255
    Filer's total
    $510,123

  • Morgan Derek

    VP Human Resources - KH until 9/23

    Total calculated
    $496,210
    From this org
    $483,551
    From related orgs
    $0
    Other
    $12,659
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $262,040
    Bonus
    $20,414
    Other
    $201,097
    Deferred
    $0
    Nontaxable benefits
    $12,659
    Filer's total
    $496,210

  • Sackett Walter

    Former Director/Officer

    Total calculated
    $970,800
    From this org
    $950,010
    From related orgs
    $0
    Other
    $20,790
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $950,010
    Deferred
    $0
    Nontaxable benefits
    $20,790
    Filer's total
    $970,800

  • Burns Terry

    Former Director/Officer

    Total calculated
    $897,952
    From this org
    $877,162
    From related orgs
    $0
    Other
    $20,790
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $877,162
    Deferred
    $0
    Nontaxable benefits
    $20,790
    Filer's total
    $897,952

  • Perez Shelley

    Former Director

    Total calculated
    $225,298
    From this org
    $0
    From related orgs
    $211,792
    Other
    $13,506
    Hours/week
    0 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,453 related
    Bonus
    $0
    Other
    $0 + $339 related
    Deferred
    $0 + $13,387 related
    Nontaxable benefits
    $0 + $119 related
    Filer's total
    $0 + $225,298 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 · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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, Line 3
An independent executive compensation committee reviews an independent consultant's report that identifies the current and proposed compensation for the CEO, officers, and key employees. Compensation is determined to be reasonable, and the approval amount is documented in the minutes of the committee meeting. At year end, the actual compensation is compared to approved compensation by the executive compensation committee.
Part I, Lines 4a-b
Walter Sackett received a severance payment of $772,744. Terry Burns received a severance payment of $733,073. Dann Hotelling received a severance payment of $38,308. Kettering Health has a supplemental executive retirement plan available only to a certain class of management.

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.

  • Alliance Physicians Inc

    501(c)(3) · Physician Services · OH · controlled entity

    Directly controlled by Kettering Adventist Healthcare

  • Beavercreek Medical Center

    501(c)(3) · Hospital · OH · controlled entity

    Directly controlled by Kettering Adventist Healthcare

  • Dayton Osteopathic Hospital

    501(c)(3) · Hospital · OH · controlled entity

    Directly controlled by Kettering Adventist Healthcare

  • The Fort Hamilton Hospital

    501(c)(3) · Hospital · OH · controlled entity

    Directly controlled by Kettering Adventist Healthcare

  • Fort Hamilton Hospital Foundation

    501(c)(3) · Fundraising · OH

    Directly controlled by The Fort Hamilton Hospital

  • Greene Foundation

    501(c)(3) · Fundraising · OH

    Directly controlled by Greene Memorial Hospital

  • Greene Memorial Hospital Inc

    501(c)(3) · Hospital · OH · controlled entity

    Directly controlled by Kettering Adventist Healthcare

  • Kettering Affiliated Health Services Inc

    501(c)(3) · Health Services · OH · controlled entity

    Directly controlled by Kettering Adventist Healthcare

  • Kettering Independent Medical Group

    501(c)(3) · Health Services · OH · controlled entity

    Directly controlled by Kettering Adventist Healthcare

  • Kettering Medical Center

    501(c)(3) · Hospital · OH · controlled entity

    Directly controlled by Kettering Adventist Healthcare

  • Kettering Medical Center Foundation

    501(c)(3) · Fundraising · OH

    Directly controlled by Kettering Medical Center

  • Kettering Network Services

    501(c)(3) · Administrative Support Services · OH · controlled entity

    Directly controlled by Kettering Adventist Healthcare

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 corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Kettcor

    C · Health Services · OH · 100% owned · share of income $20,006,359 · share of assets $41,132,540 · controlled entity

    Directly controlled by Kettering Adventist Healthcare

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202443189349304504

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