Form 990 for tax year 2023

Filed by OHIOHEALTH CORPORATION.

Totals

Total revenue: $2,168,158,527
Total expenses: $2,325,789,590
Contributions and grants received: $16,219,088
Grants paid: $3,737,013
Program service revenue: $1,894,977,982
Investment income: $23,973,866
Other revenue: $232,987,591
Total assets, end of year: $1,720,657,439
Total liabilities, end of year: $802,010,998
Net assets or fund balances, end of year: $918,646,441
Program services expenses (Part IX): $1,860,860,076
Management and general expenses: $460,263,589
Fundraising expenses: $4,665,925
Program service expenses (Part III): $1,860,860,076

Program services were 80.0% 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.

1a · Federated campaigns

$778,539
1b · Membership dues

$0
1c · Fundraising events

$645,162
1d · Related organizations

$41,058
1e · Government grants (contributions)

$2,197,480
1f · All other contributions, gifts and grants

$12,556,849
1g · Noncash contributions included above

$3,511,893
2a · Program service revenue: Health and Medical Services

total $1,057,356,469 · related or exempt $1,057,356,469
2b · Program service revenue: Medicare and Medicaid

total $828,529,930 · related or exempt $828,529,930
2c · Program service revenue: Research Revenue

total $9,091,583 · related or exempt $9,091,583
2f · All other program service revenue

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
3 · Investment income

total $11,638,493 · excluded $11,638,493
6a · Gross rents

real property $738,218
6b · Less rental expenses

real property $899,308
6c · Rental income or loss

real property -$161,090 · personal property $0
6d · Net rental income or loss

total -$161,090 · excluded -$161,090
7a · Gross sales of assets other than inventory

securities $185,200,351 · other assets $3,022,071
7b · Less cost or other basis and sales expenses

securities $172,842,854 · other assets $3,044,195
7c · Gain or loss

securities $12,357,497 · other assets -$22,124
7d · Net gain or loss

total $12,335,373 · excluded $12,335,373
8a · Fundraising events: gross income

$54,263
8a · Fundraising events: contributions included on line 1c

$645,162
8b · Fundraising events: direct expenses

$89,470
8c · Net income from fundraising events

total -$35,207 · excluded -$35,207
10a · Gross sales of inventory

$2,000,543
10b · Cost of goods sold

$1,459,878
10c · Net income from sales of inventory

total $540,665 · excluded $540,665
11a · Other revenue: Intercompany Administration

total $190,769,215 · related or exempt $190,769,215
11b · Other revenue: Department Services

total $19,740,550 · related or exempt $19,740,550
11c · Other revenue: Cafeteria Food/Service

total $3,254,814 · excluded $3,254,814
11d · All other revenue

total $18,878,644 · related or exempt $18,089,196 · unrelated business $789,448 · excluded $0
11e · Other revenue, total

$232,643,223

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $3,197,041 · program services $3,197,041
2 · Grants to domestic individuals

total $539,972 · program services $539,972
5 · Compensation of officers, directors and key employees

total $3,937,090 · program services $3,248,099 · management and general $688,991
6 · Compensation of disqualified persons

total $2,181,754 · program services $1,799,947 · management and general $381,807
7 · Other salaries and wages

total $1,296,835,835 · program services $984,282,159 · management and general $309,124,095 · fundraising $3,429,581
8 · Pension plan contributions

total $18,635,906 · program services $14,167,281 · management and general $4,449,383 · fundraising $19,242
9 · Other employee benefits

total $160,657,523 · program services $121,995,553 · management and general $38,313,978 · fundraising $347,992
10 · Payroll taxes

total $67,613,729 · program services $51,300,277 · management and general $16,111,388 · fundraising $202,064
11a · Fees: management

total $1,057,680 · program services $804,895 · management and general $252,785
11b · Fees: legal

total $856,716 · program services $651,961 · management and general $204,755
11c · Fees: accounting

total $214,595 · management and general $214,595
11d · Fees: lobbying

total $71,842 · management and general $71,842
11f · Fees: investment management

total $244,419 · management and general $244,419
11g · Fees: other

total $233,743,857 · program services $193,374,837 · management and general $40,118,035 · fundraising $250,985
12 · Advertising and promotion

total $1,197,240 · program services $906,585 · management and general $284,722 · fundraising $5,933
13 · Office expenses

total $5,284,199 · program services $4,010,211 · management and general $1,259,449 · fundraising $14,539
14 · Information technology

total $3,989,813 · program services $3,036,248 · management and general $953,565
16 · Occupancy

total $70,082,306 · program services $53,332,635 · management and general $16,749,671
17 · Travel

total $5,369,576 · program services $4,071,025 · management and general $1,278,548 · fundraising $20,003
19 · Conferences, conventions and meetings

total $332,051 · program services $245,372 · management and general $77,062 · fundraising $9,617
20 · Interest

total $13,349,351 · program services $10,158,856 · management and general $3,190,495
22 · Depreciation, depletion and amortization

total $69,038,348 · program services $52,538,182 · management and general $16,500,166
23 · Insurance

total $6,913,508 · program services $5,261,180 · management and general $1,652,328
24a · Other expenses: Medical supply expense

total $266,275,648 · program services $266,266,038 · fundraising $9,610
24b · Other expenses: Repair & Maintenance Service

total $32,221,590 · program services $32,221,590
24c · Other expenses: Medicaid tax expense

total $27,526,746 · program services $27,526,746
24d · Other expenses: Intercompany expense

total $17,907,484 · program services $13,627,595 · management and general $4,279,889
24e · All other expenses

total $16,513,771 · program services $12,295,791 · management and general $3,861,621 · fundraising $356,359

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $41,113,343 · end of year $13,683
2 · Savings and temporary cash investments

beginning of year $1,373,417 · end of year $21,801,128
3 · Pledges and grants receivable

beginning of year $10,731,939 · end of year $12,555,623
4 · Accounts receivable

beginning of year $214,043,464 · end of year $274,161,556
5 · Loans and receivables from officers and key people

beginning of year $0 · end of year $0
6 · Loans and receivables from disqualified persons

beginning of year $0 · end of year $0
7 · Other notes and loans receivable

beginning of year $96,684,922 · end of year $137,306,517
8 · Inventories for sale or use

beginning of year $29,355,266 · end of year $30,067,063
9 · Prepaid expenses and deferred charges

beginning of year $6,340,577 · end of year $5,096,524
10a · Land, buildings and equipment: cost or other basis

$910,388,895
10b · Land, buildings and equipment: accumulated depreciation

$432,646,099
10c · Land, buildings and equipment, net

beginning of year $468,218,702 · end of year $477,742,796
11 · Investments: publicly traded securities

beginning of year $211,083,601 · end of year $214,589,210
12 · Investments: other securities

beginning of year $289,782,971 · end of year $307,437,501
13 · Investments: program-related

beginning of year $917,280 · end of year $1,009,602
14 · Intangible assets

beginning of year $26,064,449 · end of year $26,575,536
15 · Other assets

beginning of year $400,070,741 · end of year $212,300,700
17 · Accounts payable and accrued expenses

beginning of year $190,719,374 · end of year $210,308,553
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $2,041,564 · end of year $1,340,418
20 · Tax-exempt bond liabilities

beginning of year $6,769,033 · end of year $0
21 · Escrow or custodial account liability

beginning of year $0 · end of year $0
22 · Loans and payables to officers and key people

beginning of year $0 · end of year $0
23 · Secured mortgages and notes payable

beginning of year $0 · end of year $0
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $870,351,931 · end of year $590,362,027
27 · Net assets without donor restrictions

beginning of year $608,935,532 · end of year $796,554,105
28 · Net assets with donor restrictions

beginning of year $116,963,238 · end of year $122,092,336
29 · Capital stock, trust principal or current funds

beginning of year $0 · end of year $0
30 · Paid-in or capital surplus, or land, building or equipment fund

beginning of year $0 · end of year $0
31 · Retained earnings, endowment or other funds

beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

To improve the health of those we serve.

Activities or mission (Part I)

Our mission is to improve the health of those we serve.

OhioHealth's primary purpose is to provide diversified healthcare services to the community and is a provider of services under contractual arrangements with the Medicare and Medicaid programs as well as other third-party reimbursement arrangements. Together, OhioHealth MedCentral Mansfield Hospital, OhioHealth Marion General Hospital, OhioHealth O'Bleness Memorial Hospital, OhioHealth Grady Memorial Hospital, OhioHealth Hardin Memorial Hospital, OhioHealth MedCentral Shelby Hospital, OhioHealth Southeastern Medical Center, OhioHealth Van Wert Hospital, and OhioHealth HomeReach are united in our mission to provide quality, compassionate healthcare and to be responsible stewards for our community's health. Even as the face of healthcare continues to change, the commitment of OhioHealth endures: ensuring quality care for everyone, regardless of their faith, race, age, or ability to pay. We never lose sight of our mission to "improve the health of those we serve our core values - compassion, excellence, stewardship, integrity, and diversity and inclusion. They continue to guide us in our work today. OhioHealth touches thousands of people, saves lives, improves health and makes futures a little brighter. Through our shared mission, vision and values, we touch more lives in Central Ohio and the surrounding communities than any other health system. As a system of faith-based, not-for-profit healthcare providers - together, we are OhioHealth.

Expenses $1,600,088,407 · Revenue $2,039,507,519
In fiscal year 2024 (July 1, 2023 through June 30, 2024), OhioHealth with its member hospitals and home care organizations, provided $444 million in charity care and community benefit programs and services, reaching hundreds of thousands of people in the communities we serve. Of this total, $179 million was provided by OhioHealth MedCentral Mansfield Hospital, Marion General Hospital, O'Bleness Memorial Hospital, Grady Memorial Hospital, Hardin Memorial Hospital, OhioHealth MedCentral Shelby Hospital, Southeastern Medical Center, Van Wert Hospital, and other related Group entities. Member hospitals provide medically necessary services without charge or at amounts less than its established rates to patients who meet certain criteria under its charity care policies. In assessing a patient's ability to pay, the member hospitals not only utilize generally recognized poverty income levels of the communities they serve, but also include certain cases where incurred charges are significant when compared to the patient's financial resources. Charity care is determined based on established policies, using patient income and assets to determine payment ability. OhioHealth provides community services intended to benefit the underserved and enhance the health status of the communities it serves. These services include 24 hour a day emergency rooms, community health screenings, forums for various support groups, health education classes, speakers and publications, hospice and medical research. OhioHealth has been able to achieve a greater impact in the community by partnering financial and human resources with other organizations. These expenditures include commitments to infant mortality reduction projects, pastoral care services, various civic sponsorships, and other community partnership programs. OhioHealth Corporation's total benefit to the community includes the cost of charity care (net of assistance received from the Hospital Care Assurance Program), unpaid cost of Medicaid, the cost of medical education programs as well as the cost of certain programs discussed above.

Expenses $238,316,916 · Revenue $69,042,929
The OhioHealth Research Institute (OHRI) is committed to providing the resources needed to advance patient care through clinical research and innovation. As one of the top 10 percent of research programs at non-profit, community-based healthcare systems, our program is a leader in researching new drugs, medical devices and procedures. Our access to leading edge clinical trials allows us to deliver improved outcomes and potentially save lives by giving our patients access to the therapies of the future today. OhioHealth's emphasis on research reflects our commitment to the community, our clinicians and, most of all, our patients. Our clinicians generate and pursue research and innovation ideas from their real-world experience caring for patients. We view clinical research as an extension of clinical care because it allows our physicians, nurses and other clinicians to provide leading-edge treatments to patients. Our areas of focus are industry research that expands patient access to groundbreaking clinical trials. These trials pave the way for better treatments. OHRI welcomes industry-sponsored research in partnership with drug and device companies looking to test their investigational products at a large facility associated with excellent clinicians. Academic research focuses on educating and training our physicians and clinicians with programs that develop their skills, knowledge and leadership in advancing healthcare. OhioHealth also provides an ideal setting for federal and foundation funded research that addresses the needs of the public. Innovation and commercialization supports OhioHealth physicians, clinicians and medical staff with their innovative ideas. Through its OhioHealth $5 million Innovation Development Fund, OHRI provides financial support and resources in all stages of product development and commercialization with the ultimate goal of improving patient care. Sponsored programs are initiatives that are funded by grant monies. Our finance experts have extensive experience in managing and reporting grant monies needed to fund important initiatives. Health equity programs bring healthcare programs and services to underserved communities and people such as Latina women, Amish and Mennonite communities, teenage mothers and the Appalachian region. The OhioHealth Research Institute is vital to OhioHealth's recognition as a national leader in developing and advancing medical breakthroughs as well as meeting the needs of our community. Our Successes are 18 Years of Improving Care: Transcatheter Aortic Valve Replacement OhioHealth has been on the forefront of revolutionizing care for patients with aortic valve disease by leading successful clinical trials since 2006. In fact, our work has been integral in the FDA-approval of transcatheter aortic valve devices now being used to treat patients with aortic valve disease who had no other treatment options. MD Anderson Cancer Network As part of OhioHealth's collaboration with the MD Anderson Cancer Network, we are now participating in cancer clinical trials through the University of Texas MD Anderson Cancer Center. Research across the region As our hospital system has continued to expand across the state, so have our research programs. We now offer clinical research at many of our outlying hospitals including OhioHealth Mansfield Hospital. First in human clinical trials For many years, most first in human clinical research trials have been conducted outside of the United States. However, a new concerted effort by the FDA to bring these leading-edge trials back to the US has landed OhioHealth two first in human clinical trials in the past years - one of only three health systems in the country to achieve this due to our proven track record of leading safe and successful clinical trials. Meeting the needs of the underserved Through our health equity programs, we have provided access to care to many underserved communities including Appalachian, the Amish and Mennonite, Latina women and teen mothers. Taking ideas from concept to market Our Innovation and Commercialization team has assisted our clinicians with more than 350 commercialization projects leading to 12 new product companies launched by OhioHealth staff and 9 commercialized products in use at OhioHealth sites.

Expenses $17,788,829 · Revenue $9,207,414
The OhioHealth Foundation is dedicated to helping our central Ohio family of faith-based, not-for-profit hospitals and healthcare services fulfill their commitment to extraordinary care by raising and investing funds to support many important programs and services. All earnings are re-invested to improve patient care. We rely on philanthropic support from individuals, corporations, foundations and organizations to continue our mission of achieving excellence in patient care, transforming the future of medical research and education and developing programs that help us improve the health of those we serve.

Expenses $4,665,924 · Grants $3,737,013 · Revenue $5,819,081

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

Listed in Part VII

Markovich Stephen E MD

(See Schedule O)

Total calculated

$11,856,375

From this org

$0

From related orgs

$11,774,798

Other

$81,577

Hours/week

12 + 41 related

Schedule J breakdown matched by us

Base

$0 + $1,850,364 related

Bonus

$0 + $3,659,469 related

Other

$0 + $6,264,965 related

Deferred

$0 + $51,607 related

Nontaxable benefits

$0 + $29,970 related

Filer's total

$0 + $11,856,375 related
McWhorter John

(See Schedule O)

Total calculated

$1,170,807

From this org

$0

From related orgs

$1,123,555

Other

$47,252

Hours/week

12 + 41 related

Schedule J breakdown matched by us

Base

$0 + $44,022 related

Bonus

$0 + $1,070,200 related

Other

$0 + $9,333 related

Deferred

$0 + $19,800 related

Nontaxable benefits

$0 + $27,452 related

Filer's total

$0 + $1,170,807 related
Meldrum Terri W Esq

(See Schedule O)

Total calculated

$1,699,505

From this org

$0

From related orgs

$1,501,531

Other

$197,974

Hours/week

12 + 41 related

Schedule J breakdown matched by us

Base

$0 + $711,398 related

Bonus

$0 + $717,636 related

Other

$0 + $72,497 related

Deferred

$0 + $163,554 related

Nontaxable benefits

$0 + $34,420 related

Filer's total

$0 + $1,699,505 related
Aronowitz Carol

(See Schedule O)

Total calculated

$0

Hours/week

1
Bates Justin

(See Schedule O)

Total calculated

$0

Hours/week

1
Berardino Stephen

(See Schedule O)

Total calculated

$0

Hours/week

1
Bing Arthur MD

(See Schedule O)

Total calculated

$0

Hours/week

1
Bischoff Joy

(See Schedule O)

Total calculated

$420,141

From this org

$0

From related orgs

$362,362

Other

$57,779

Hours/week

1 + 40 related

Schedule J breakdown matched by us

Base

$0 + $250,494 related

Bonus

$0 + $94,302 related

Other

$0 + $17,566 related

Deferred

$0 + $32,413 related

Nontaxable benefits

$0 + $25,366 related

Filer's total

$0 + $420,141 related
Bower Erika PHD

(See Schedule O)

Total calculated

$0

Hours/week

1
Burch David

(See Schedule O)

Total calculated

$0

Hours/week

1
Butler David

(See Schedule O)

Total calculated

$0

Hours/week

1
Byrne Wendy

(See Schedule O)

Total calculated

$0

Hours/week

1
Cadwallader Trish

(See Schedule O)

Total calculated

$0

Hours/week

1
Campbell Thomas

(See Schedule O)

Total calculated

$0

Hours/week

1
Caulin-Glaser Teresa L MD

(See Schedule O)

Total calculated

$1,949,462

From this org

$0

From related orgs

$1,889,168

Other

$60,294

Hours/week

1 + 40 related

Schedule J breakdown matched by us

Base

$0 + $912,491 related

Bonus

$0 + $819,386 related

Other

$0 + $157,291 related

Deferred

$0 + $47,753 related

Nontaxable benefits

$0 + $12,541 related

Filer's total

$0 + $1,949,462 related
Chen Herbert

(See Schedule O)

Total calculated

$0

Hours/week

1
Chester Karen

(See Schedule O)

Total calculated

$0

Hours/week

1
Codispoti Jonathan

(See Schedule O)

Total calculated

$0

Hours/week

1
Coleman Michael Esq

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Coley-Malir Bonnie

(See Schedule O)

Total calculated

$0

Hours/week

1
Cook Karen Rev

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Coughlin Phillip Troy

(See Schedule O)

Total calculated

$0

Hours/week

1
Davis Christine

(See Schedule O)

Total calculated

$111,840

From this org

$0

From related orgs

$80,200

Other

$31,640

Hours/week

1 + 40 related
Dono Marilyn

(See Schedule O)

Total calculated

$0

Hours/week

1
Doody Anderson Elizabeth

(See Schedule O)

Total calculated

$0

Hours/week

1
Doyle-Ahern Sandy

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Dubinsky Brandon

(See Schedule O)

Total calculated

$0

Hours/week

1
Eichinger David

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Feiler Kirk S

(See Schedule O)

Total calculated

$0

Hours/week

1
Flesch Mark

(See Schedule O)

Total calculated

$0

Hours/week

1
Fletcher Paul

(See Schedule O)

Total calculated

$0

Hours/week

1
France Mandy

(See Schedule O)

Total calculated

$0

Hours/week

1
Fritz Aaron MD

(See Schedule O)

Total calculated

$590,427

From this org

$539,166

From related orgs

$0

Other

$51,261

Hours/week

41

Schedule J breakdown matched by us

Base

$473,253

Bonus

$43,751

Other

$22,162

Deferred

$17,355

Nontaxable benefits

$33,906

Filer's total

$590,427
Galbreath John

(See Schedule O)

Total calculated

$0

Hours/week

1
Gallagher-Allred Charlette PhD

(See Schedule O)

Total calculated

$0

Hours/week

1
Giffin Wade Rev

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Gingrich Curtis MD

(See Schedule O)

Total calculated

$581,843

From this org

$0

From related orgs

$522,367

Other

$59,476

Hours/week

1 + 40 related

Schedule J breakdown matched by us

Base

$0 + $354,601 related

Bonus

$0 + $157,761 related

Other

$0 + $10,005 related

Deferred

$0 + $42,909 related

Nontaxable benefits

$0 + $16,567 related

Filer's total

$0 + $581,843 related
Goldberg Joshua MD

(See Schedule O)

Total calculated

$0

Hours/week

1
Harrison David

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Herbei Andreea MD

(See Schedule O)

Total calculated

$353,647

From this org

$321,033

From related orgs

$0

Other

$32,614

Hours/week

47 + 1 related

Schedule J breakdown matched by us

Base

$286,600

Bonus

$24,600

Other

$9,833

Deferred

$32,569

Nontaxable benefits

$45

Filer's total

$353,647
Hicks William J II MD

(See Schedule O)

Total calculated

$588,901

From this org

$390,743

From related orgs

$148,918

Other

$49,240

Hours/week

27 + 20 related

Schedule J breakdown matched by us

Base

$326,084 + $148,228 related

Bonus

$21,302

Other

$43,357 + $690 related

Deferred

$2,813 + $9,900 related

Nontaxable benefits

$24,886 + $11,641 related

Filer's total

$418,442 + $170,459 related
Hidaka Yoshihiro

(See Schedule O)

Total calculated

$0

Hours/week

1
Honda Nick MD

(See Schedule O)

Total calculated

$16,620

From this org

$0

From related orgs

$16,620

Other

$0

Hours/week

7 + 1 related
Hondros Linda

(See Schedule O)

Total calculated

$0

Hours/week

8 + 1 related
Houser Anne

(See Schedule O)

Total calculated

$0

Hours/week

1
Howe Vickie

(See Schedule O)

Total calculated

$0

Hours/week

1
Hruschka Judith MD

(See Schedule O)

Total calculated

$0

Hours/week

1
Hulme Amber R

(See Schedule O)

Total calculated

$0

Hours/week

1
Hutchison Jeffrey DO

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Ingram Lisa

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Iyengar Vidya

(See Schedule O)

Total calculated

$0

Hours/week

1
James Donna

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Johnston Alyssa

(See Schedule O)

Total calculated

$0

Hours/week

1
Jones Chenelle

(See Schedule O)

Total calculated

$0

Hours/week

1
Jones Eric A

(See Schedule O)

Total calculated

$0

Hours/week

1
Kaapuraala Abhishake MD

(See Schedule O)

Total calculated

$0

Hours/week

1
Kile Carolyn S

(See Schedule O)

Total calculated

$0

Hours/week

8 + 1 related
Kimmel Greg

(See Schedule O)

Total calculated

$0

Hours/week

1
LaRocca Nicholas J

(See Schedule O)

Total calculated

$0

Hours/week

1
Lawson Jennifer

(See Schedule O)

Total calculated

$0

Hours/week

1
Lilly Joel

(See Schedule O)

Total calculated

$0

Hours/week

1
Low Daniel

(See Schedule O)

Total calculated

$0

Hours/week

1
Mahaffey Mike

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Malik Arvind MD

(See Schedule O)

Total calculated

$599,171

From this org

$530,460

From related orgs

$0

Other

$68,711

Hours/week

47 + 1 related

Schedule J breakdown matched by us

Base

$443,864

Bonus

$61,326

Other

$25,270

Deferred

$42,573

Nontaxable benefits

$26,138

Filer's total

$599,171
May Clark

(See Schedule O)

Total calculated

$0

Hours/week

1
McFarland James E

(See Schedule O)

Total calculated

$0

Hours/week

1
McGary LaToya M

(See Schedule O)

Total calculated

$0

Hours/week

1
Mellis Brent DO

(See Schedule O)

Total calculated

$890,483

From this org

$842,577

From related orgs

$0

Other

$47,906

Hours/week

41

Schedule J breakdown matched by us

Base

$774,372

Bonus

$40,626

Other

$27,579

Deferred

$16,500

Nontaxable benefits

$31,406

Filer's total

$890,483
Morgan Mary Beth

(See Schedule O)

Total calculated

$0

Hours/week

1
Noah Horsed

(See Schedule O)

Total calculated

$0

Hours/week

1
Oates Todd DO

(See Schedule O)

Total calculated

$0

Hours/week

1
Palmer Bishop Gregory

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Papp Jennifer DO

(See Schedule O)

Total calculated

$544,416

From this org

$474,839

From related orgs

$0

Other

$69,577

Hours/week

47 + 1 related

Schedule J breakdown matched by us

Base

$252,390

Bonus

$15,700

Other

$206,749

Deferred

$40,222

Nontaxable benefits

$29,355

Filer's total

$544,416
Parobek Jim MBA

(See Schedule O)

Total calculated

$0

Hours/week

1
Peery Carla J

(See Schedule O)

Total calculated

$0

Hours/week

1
Perez Sarah J

(See Schedule O)

Total calculated

$0

Hours/week

1
Peterson Jackie

(See Schedule O)

Total calculated

$0

Hours/week

1
Petska Tim

(See Schedule O)

Total calculated

$0

Hours/week

1
Pond Sandy

(See Schedule O)

Total calculated

$0

Hours/week

1
Probst David

(See Schedule O)

Total calculated

$0

Hours/week

1
Ragan Virginia D

(See Schedule O)

Total calculated

$0

Hours/week

1
Ravi S Prasad

(See Schedule O)

Total calculated

$0

Hours/week

1
Rayburn Anamarie

(See Schedule O)

Total calculated

$0

Hours/week

1
Recchie Nancy A

(See Schedule O)

Total calculated

$0

Hours/week

1
Revish Jerry

(See Schedule O)

Total calculated

$0

Hours/week

1
Robins Jr Ronald

(See Schedule O)

Total calculated

$0

Hours/week

1
Rogers-Dudek Beryl

(See Schedule O)

Total calculated

$0

Hours/week

1
Root Chip

(See Schedule O)

Total calculated

$0

Hours/week

1
Rose Andy

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Schwarz David H

(See Schedule O)

Total calculated

$0

Hours/week

1
Schwemer John

(See Schedule O)

Total calculated

$0

Hours/week

8 + 1 related
Shah Hiten MD

(See Schedule O)

Total calculated

$540,505

From this org

$491,137

From related orgs

$0

Other

$49,368

Hours/week

41

Schedule J breakdown matched by us

Base

$469,762

Bonus

$21,375

Other

$0

Deferred

$17,852

Nontaxable benefits

$31,516

Filer's total

$540,505
Shepard Noel

(See Schedule O)

Total calculated

$0

Hours/week

1
Simmons Peggy

(See Schedule O)

Total calculated

$0

Hours/week

7 + 1 related
Smith Howard N

(See Schedule O)

Total calculated

$0

Hours/week

1
Spires Brent

(See Schedule O)

Total calculated

$142,941

From this org

$0

From related orgs

$125,888

Other

$17,053

Hours/week

1 + 40 related
Steel Brian

(See Schedule O)

Total calculated

$0

Hours/week

1
Strine Douglas L

(See Schedule O)

Total calculated

$0

Hours/week

1
Styer Teresa

(See Schedule O)

Total calculated

$0

Hours/week

1
Swiatek Valerie B

(See Schedule O)

Total calculated

$0

Hours/week

1
Tanyatanaboon Andy

(See Schedule O)

Total calculated

$0

Hours/week

1
Temple Jordan

(See Schedule O)

Total calculated

$0

Hours/week

1
Ulrey Steven

(See Schedule O)

Total calculated

$0

Hours/week

1
Voll Francis C

(See Schedule O)

Total calculated

$0

Hours/week

1
Wallace Paige

(See Schedule O)

Total calculated

$0

Hours/week

1
Walsh Edward

(See Schedule O)

Total calculated

$0

Hours/week

1
Weary Gifford PhD

(See Schedule O)

Total calculated

$0

Hours/week

1
White Matthew

(See Schedule O)

Total calculated

$0

Hours/week

1
Whitman Terri

(See Schedule O)

Total calculated

$0

Hours/week

1
Wilder Deborah

(See Schedule O)

Total calculated

$0

Hours/week

1
Zobel Mark

(See Schedule O)

Total calculated

$0

Hours/week

1
Browning Mike P

(See Schedule O)

Total calculated

$1,886,528

From this org

$0

From related orgs

$1,837,516

Other

$49,012

Hours/week

12 + 41 related

Schedule J breakdown matched by us

Base

$0 + $769,687 related

Bonus

$0 + $1,058,497 related

Other

$0 + $9,332 related

Deferred

$0 + $18,860 related

Nontaxable benefits

$0 + $30,152 related

Filer's total

$0 + $1,886,528 related
Balturshot Gregory MD

(See Schedule O)

Total calculated

$2,451,447

From this org

$2,411,098

From related orgs

$0

Other

$40,349

Hours/week

40

Schedule J breakdown matched by us

Base

$2,170,779

Bonus

$42,604

Other

$197,715

Deferred

$14,047

Nontaxable benefits

$26,302

Filer's total

$2,451,447
Bernhard Matthew MD

(See Schedule O)

Total calculated

$2,375,750

From this org

$2,325,317

From related orgs

$0

Other

$50,433

Hours/week

40

Schedule J breakdown matched by us

Base

$1,974,478

Bonus

$65,625

Other

$285,214

Deferred

$19,800

Nontaxable benefits

$30,633

Filer's total

$2,375,750
Bonasso Christian L MD

(See Schedule O)

Total calculated

$3,548,350

From this org

$3,501,797

From related orgs

$0

Other

$46,553

Hours/week

40

Schedule J breakdown matched by us

Base

$3,256,021

Bonus

$42,604

Other

$203,172

Deferred

$14,647

Nontaxable benefits

$31,906

Filer's total

$3,548,350
Dorbish Ronald J DO

(See Schedule O)

Total calculated

$2,286,231

From this org

$2,220,508

From related orgs

$0

Other

$65,723

Hours/week

40

Schedule J breakdown matched by us

Base

$2,099,855

Bonus

$38,438

Other

$82,215

Deferred

$38,085

Nontaxable benefits

$27,638

Filer's total

$2,286,231
Seaman Brian F DO

(See Schedule O)

Total calculated

$3,379,611

From this org

$3,322,716

From related orgs

$0

Other

$56,895

Hours/week

40

Schedule J breakdown matched by us

Base

$3,184,762

Bonus

$42,604

Other

$95,350

Deferred

$33,421

Nontaxable benefits

$23,474

Filer's total

$3,379,611
Baker Aaron

(See Schedule O)

Total calculated

$22,209

From this org

$22,209

From related orgs

$0

Other

$0

Hours/week

0

Schedule J breakdown matched by us

Base

$22,209

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$22,209
Beining Leslie

(See Schedule O)

Total calculated

$154,608

From this org

$133,036

From related orgs

$0

Other

$21,572

Hours/week

40

Schedule J breakdown matched by us

Base

$131,489

Bonus

$1,000

Other

$547

Deferred

$2,167

Nontaxable benefits

$19,405

Filer's total

$154,608
Conte Thomas MD

(See Schedule O)

Total calculated

$515,340

From this org

$470,168

From related orgs

$0

Other

$45,172

Hours/week

0

Schedule J breakdown matched by us

Base

$447,764

Bonus

$0

Other

$22,404

Deferred

$15,000

Nontaxable benefits

$30,172

Filer's total

$515,340
Dougherty Todd

(See Schedule O)

Total calculated

$281,108

From this org

$0

From related orgs

$251,833

Other

$29,275

Hours/week

0 + 40 related

Schedule J breakdown matched by us

Base

$0 + $206,074 related

Bonus

$0 + $45,072 related

Other

$0 + $687 related

Deferred

$0 + $29,039 related

Nontaxable benefits

$0 + $236 related

Filer's total

$0 + $281,108 related
Elliott Wendy

(See Schedule O)

Total calculated

$421,691

From this org

$0

From related orgs

$394,720

Other

$26,971

Hours/week

40

Schedule J breakdown matched by us

Base

$0 + $295,259 related

Bonus

$0 + $94,679 related

Other

$0 + $4,782 related

Deferred

$0 + $23,789 related

Nontaxable benefits

$0 + $3,182 related

Filer's total

$0 + $421,691 related
Faurote Ben

(See Schedule O)

Total calculated

$26,676

From this org

$26,676

From related orgs

$0

Other

$0

Hours/week

0

Schedule J breakdown matched by us

Base

$26,676

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$26,676
Houg Adam MD

(See Schedule O)

Total calculated

$26,676

From this org

$26,676

From related orgs

$0

Other

$0

Hours/week

0

Schedule J breakdown matched by us

Base

$26,676

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$26,676
Jelinger Eric MD

(See Schedule O)

Total calculated

$26,676

From this org

$26,676

From related orgs

$0

Other

$0

Hours/week

0

Schedule J breakdown matched by us

Base

$26,676

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$26,676
Jurczyk Tim

(See Schedule O)

Total calculated

$24,202

From this org

$24,202

From related orgs

$0

Other

$0

Hours/week

0

Schedule J breakdown matched by us

Base

$24,202

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$24,202
Keysor Mike

(See Schedule O)

Total calculated

$26,676

From this org

$26,676

From related orgs

$0

Other

$0

Hours/week

0

Schedule J breakdown matched by us

Base

$26,676

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$26,676
Morrison Karen J

(See Schedule O)

Total calculated

$1,191,651

From this org

$0

From related orgs

$998,673

Other

$192,978

Hours/week

20 + 20 related

Schedule J breakdown matched by us

Base

$0 + $518,632 related

Bonus

$0 + $470,722 related

Other

$0 + $9,319 related

Deferred

$0 + $176,132 related

Nontaxable benefits

$0 + $16,846 related

Filer's total

$0 + $1,191,651 related
Pope James

(See Schedule O)

Total calculated

$229,379

From this org

$215,259

From related orgs

$0

Other

$14,120

Hours/week

0

Schedule J breakdown matched by us

Base

$215,259

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$14,120

Filer's total

$229,379
Silalahi Edgar

(See Schedule O)

Total calculated

$160,392

From this org

$150,919

From related orgs

$0

Other

$9,473

Hours/week

0

Schedule J breakdown matched by us

Base

$149,948

Bonus

$0

Other

$971

Deferred

$4,632

Nontaxable benefits

$4,841

Filer's total

$160,392
Stabler Paula

(See Schedule O)

Total calculated

$261,184

From this org

$225,897

From related orgs

$0

Other

$35,287

Hours/week

40

Schedule J breakdown matched by us

Base

$223,834

Bonus

$1,000

Other

$1,063

Deferred

$3,487

Nontaxable benefits

$31,800

Filer's total

$261,184
Thornhill Hugh A

(See Schedule O)

Total calculated

$1,727,180

From this org

$0

From related orgs

$1,727,180

Other

$0

Hours/week

0

Schedule J breakdown matched by us

Base

$0

Bonus

$0

Other

$0 + $1,727,180 related

Deferred

$0

Nontaxable benefits

$0

Filer's total

$0 + $1,727,180 related
Turnwald Tom

(See Schedule O)

Total calculated

$26,676

From this org

$26,676

From related orgs

$0

Other

$0

Hours/week

0

Schedule J breakdown matched by us

Base

$26,676

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$0

Filer's total

$26,676
Woods Gina

(See Schedule O)

Total calculated

$304,812

From this org

$0

From related orgs

$255,080

Other

$49,732

Hours/week

40

Schedule J breakdown matched by us

Base

$0 + $192,101 related

Bonus

$0 + $61,650 related

Other

$0 + $1,329 related

Deferred

$0 + $24,792 related

Nontaxable benefits

$0 + $24,940 related

Filer's total

$0 + $304,812 related
Yates Vinson M

(See Schedule O)

Total calculated

$1,062,701

From this org

$0

From related orgs

$987,971

Other

$74,730

Hours/week

40

Schedule J breakdown matched by us

Base

$0 + $447,821 related

Bonus

$0 + $519,523 related

Other

$0 + $20,627 related

Deferred

$0 + $51,563 related

Nontaxable benefits

$0 + $23,167 related

Filer's total

$0 + $1,062,701 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

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 3 Arrangement used to establish the top management official's compensation: The Parent Corporation (a related organization) used the following methods to establish the compensation of the CEO for each of the filing organizations included in the OhioHealth Group 990 return. - Compensation committee - Independent compensation consultant - Form 990 of other organizations - Compensation survey or study - Approval by the board or compensation committee
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan: Line 4a: SEVERANCE PAYMENT OR CHANGE-OF-CONTROL PAYMENT UNDER A VOLUNTARY TERMINATION AGREEMENT ENTERED INTO BY THE EMPLOYEE AND THE ORGANIZATION OR UPON A QUALIFYING TERMINATION DEFINED AS AN INVOLUNTARY SEPARATION FROM SERVICE OTHER THAN FOR CAUSE, THE EMPLOYEE IS ENTITLED TO SEVERANCE PAY BASED UPON YEARS OF SERVICE. THE TERMS AND CONDITIONS TO RECEIVE SEVERANCE PAYMENTS REQUIRE THE EMPLOYEE TO SIGN A RELEASE OF CLAIMS FORM THAT COVERS ALL SITUATIONS SURROUNDING THE EMPLOYEE'S EMPLOYMENT AND SEPARATION FROM OHIOHEALTH. NO SEVERANCE PAYMENTS WERE MADE DURING THE YEAR TO ANY LISTED PERSONS IN PART VII. Line 4b: SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ELIGIBLE EXECUTIVES LISTED IN THE FORM 990, PART VII PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED PLAN. THESE ARRANGEMENTS ARE AN INDUSTRY STANDARD AND ARE UNFUNDED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE OFFICERS WILL EVER RECEIVE THESE BENEFITS. AMOUNTS FOR THESE ARRANGEMENTS ARE INCLUDED IN THE DEFERRED COMPENSATION AMOUNT. SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN PAYMENTS WERE MADE DURING THE YEAR TO THE FOLLOWING LISTED PERSONS IN PART VII: - Stephen Markovich - $4,650,180 - Hugh Thornhill: $1,727,180 Hugh Thornhill retired as President of OhioHealth Physician Group (OPG) after 11 years of leadership at OhioHealth. He was instrumental in the significant growth of OPG practices and physicians during his tenure. IN ADDITION, THE ORGANIZATION PROVIDES A SPLIT-DOLLAR LIFE INSURANCE PLAN TO ITS EXECUTIVES AND PHYSICIANS FROM WHICH NO CASH PAYMENTS WERE MADE DURING THE YEAR TO ANY LISTED PERSONS IN PART VII.
Schedule J, Part I, Line 7 Non-fixed payments: Incentive bonuses are calculated using an objective formula that includes clinical quality, patient, physician and employee satisfaction, and financial items. Minor modifications to increase or decrease incentive payments, within the maximum amount established for each position, may be made based on individual performance and accountabilities. In addition, one-time bonuses may be awarded to recognize exemplary performance. All payments are examined for reasonableness and are reviewed and approved by either the Executive Compensation Committee (for disqualified persons) or through management and the company's human resources function (for non-disqualified persons).

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

OhioHealth Corporation

$3,147,691

General Support
SOURCEPOINT

$21,500

Meals on Wheels

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.

Hospital Properties Inc

501(c)(2) · Property Management · OH · controlled entity

Directly controlled by OhioHealth Corporation

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

GRADY FSED LLC

FREE-STANDING EMERGENCY DEPARTMENTS · OH · income $8,371,083 · assets $2,767,180

Directly controlled by GRADY MEMORIAL HOSPITAL
MEDCENTRAL FSED LLC

FREE-STANDING EMERGENCY DEPARTMENT · OH · income $10,884,886 · assets $3,400,069

Directly controlled by MEDCENTRAL HEALTH SYSTEM
OHIOHEALTH PHYSICIAN GROUP II LLC

MEDICAL SERVICES · OH · income $0 · assets $0

Directly controlled by OHIOHEALTH PHYSICIAN GROUP
ATHENS SURGERY CENTER

SURGERY CENTER · OH · income $4,293,395 · assets $3,871,390

Directly controlled by O'BLENESS MEMORIAL HOSPITAL
VAN WERT MEDICAL SERVICES

MEDICAL SERVICES · OH · income $6,155,401 · assets $2,647,385

Directly controlled by OHIOHEALTH VAN WERT HOSPITAL
SUPERIOR MED LLC

PHYSICIAN OFFICES · OH · income $3,335,610 · assets $2,067,264

Directly controlled by OHIOHEALTH SOUTHEASTERN MEDICAL CENTER
HOMEREACH HOLDINGS I LLC

HOSPICE SERVICES · OH · income $0 · assets $0

Directly controlled by HomeReach Inc

Related partnerships

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

OhioHealth Sleep Services LLC

N/A · Physician Practice · OH

Directly controlled by NA
Polaris Surgery Center LLC

N/A · Medical Services · OH

Directly controlled by NA
Upper Arlington Medical Limited Partnership

N/A · Medical Services · OH

Directly controlled by NA
Grant Scope Center LLC

N/A · Endoscopy Services · OH

Directly controlled by NA
OhioHealth Rehabilitation Hospital LLC

N/A · Medical Services · PA

Directly controlled by NA
Westerville Endoscopy Center LLC

N/A · Endoscopy Services · OH

Directly controlled by NA
Executive Imaging LLC

Related · Medical Imaging · OH · 51% owned · share of income $257,735 · share of assets $1,082,398

Directly controlled by Marion General Hospital
DUBLIN SURGERY CENTER LLC

N/A · MEDICAL SERVICES · OH

Directly controlled by NA
Knightsbridge Surgery Center Ltd

N/A · Medical Services · OH

Directly controlled by NA
Van Wert County Hospital Pain Management LLC

Related · Pain Management · OH · 51% owned · share of income $132,138 · share of assets $127,443

Directly controlled by Van Wert Co Hospital Assoc
Central Ohio Surgical Institute LLC

N/A · Medical Services · OH

Directly controlled by NA
Surgery Centers of Ohio LLC

N/A · Medical Services · DE

Directly controlled by NA
Compassus OhioHealth Holdings LLC

Related · HOSPICE HOLDINGS · OH · 99% owned · share of income $0 · share of assets $0

Directly controlled by HOMEREACH INC
OH Independent Medical Group LLC

N/A · Medical Services · OH

Directly controlled by NA
NEW HORIZONS SURGERY CENTER

N/A · Medical Services · OH

Directly controlled by NA

Related corporations and trusts

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

OhioHealth Star Corporation

C Corporation · Administrative Services · OH

Directly controlled by NA
HardinCare Inc

C Corporation · Property Management · OH · 100% owned · share of income -$34,940 · share of assets $0 · controlled entity

Directly controlled by Hardin Memorial Hospital
Intel Health Services Ins Co (SPC) LTD

C Corporation · Insurance/Reinsurance · CJ

Directly controlled by NA
OHIOHEALTHY MEDICAL PLAN INC

C Corporation · MEDICAL HEALTH INSURANCE · OH

Directly controlled by NA
OHIOHEALTHY INSURANCE COMPANY

C Corporation · MEDICAL HEALTH INSURANCE · OH

Directly controlled by NA
OHIOHEALTHY HEALTH INSURING CORPORATION

C Corporation · MEDICAL HEALTH INSURANCE · OH

Directly controlled by NA
OHIOHEALTHY PLANS LLC

C Corporation · MEDICAL HEALTH INSURANCE · OH

Directly controlled by NA
Guernsey Health Enterprises Inc

C Corporation · AMBULANCE SERVICES · OH

Directly controlled by NA
United Ambulance Service of Cambridge Inc

C Corporation · AMBULANCE SERVICES · OH

Directly controlled by NA
Community Care Systems Inc

C Corporation · INACTIVE · OH

Directly controlled by NA

Provenance

Return type: form_990
Tax year: 2023
Filed: 14 May 2025
IRS schema version: 2023v6.0
Source object: 202501349349309680

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