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Nonprofiteer
← COLUMBUS MEDICAL ASSOCIATION FOUNDATION UNLIMITED

Form 990 for tax year 2022

Filed by COLUMBUS MEDICAL ASSOCIATION FOUNDATION UNLIMITED.

Totals

Total revenue
$23,264
Total expenses
$1,780
Contributions and grants received
$19,325
Grants paid
$0
Program service revenue
$0
Investment income
$3,939
Other revenue
$0
Total assets, end of year
$224,952
Total liabilities, end of year
$49,436
Net assets or fund balances, end of year
$175,516
Program services expenses (Part IX)
$0
Management and general expenses
$1,780
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 1f · All other contributions, gifts and grants

    $19,325

  • 3 · Investment income

    total $3,939 · excluded $3,939

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $1,780 · management and general $1,780

Balance sheet

Part X, book values.

  • 15 · Other assets

    beginning of year $230,110 · end of year $224,952

  • 25 · Other liabilities

    beginning of year $47,915 · end of year $49,436

  • 27 · Net assets without donor restrictions

    beginning of year $79,779 · end of year $79,309

  • 28 · Net assets with donor restrictions

    beginning of year $102,416 · end of year $96,207

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELLNESS SERVICES TO COMMUNITIES LOCATED OUTSIDE OF THE CENTRAL OHIO AREA.

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELLNESS SERVICES WITHOUT GEOGRAPHIC RESTRICTION.

  • THE COLUMBUS MEDICAL ASSOCIATION FOUNDATION UNLIMITED EXISTS TO EFFECT CHANGE WITHIN HEALTH CARE AREAS AND TO IMPROVE OVERALL HEALTH.

As filed on the 2022 return.

Listed in Part VII

  • James L Nichols

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 4 related
  • Marc L Parnes MD

    PRESIDENT

    Total calculated
    $8,500
    From this org
    $0
    From related orgs
    $8,500
    Other
    $0
    Hours/week
    1 + 4 related
  • Nedra Hadley

    TRUSTEE-PART YEAR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Alvin Rodack

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Edward T Bope MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jasmine Green

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Mark Stamm

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Bret Kockentiet MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Karen King MD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Barbara Lach

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jeff Hall MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Don Brown

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Anita Somani MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Beth Liston MD

    TRUSTEE-PART YEAR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Sugat Patel MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Catherine Romanos MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Ahmad Mostafavifar MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Robert E Falcone MD

    CEO

    Total calculated
    $266,788
    From this org
    $0
    From related orgs
    $265,421
    Other
    $1,367
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,421 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $1,367 related
    Filer's total
    $0 + $266,788 related
  • Laurie Hawkins

    CFO/COO

    Total calculated
    $188,503
    From this org
    $0
    From related orgs
    $152,974
    Other
    $35,529
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,974 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,546 related
    Nontaxable benefits
    $0 + $25,983 related
    Filer's total
    $0 + $188,503 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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 ORGANIZATIONS CEO, ROBERT FALCONE, IS COMPENSATED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION, THE COLUMBUS MEDICAL ASSOCIATION FOUNDATION, PERFORMS THE COMPENSATION REVIEW THROUGH THE CEO EVALUATION COMMITTEE AND USES AN EMPLOYMENT CONTRACT WITH BOARD APPROVAL.

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.

  • COLUMBUS MEDICAL ASSOCIATION FOUNDATION

    501(C)(3) · SUPPORT INITIATIVES THAT IMPROVE THE HEALTH OF CENTRAL OHIO RESIDENTS · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

  • PHYSICIANS CARE CONNECTION

    501(C)(3) · OPTIMIZING THE HEALTH OF THE MOST VULNERABLE IN CENTRAL OHIO · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

  • COTS

    501(C)(3) · REDUCING INJURIES AND SAVING LIVES BY IMPROVING EMERGENCY SERVICES · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

  • COLUMBUS MEDICAL ASSOCIATION

    501(C)(6) · ADVANCING COMMUNITY HEALTH THROUGH ADVOCACY, EDUCATION AND SERVICE · OH

  • PHYSICIANS LEADERSHIP ACADEMY

    501(C)(3) · SUPPORT PHYSICIANS WITH LEADERSHIP TRAINING · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323189349316497

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