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Nonprofiteer
← LICKING MEMORIAL HEALTH FOUNDATION

Form 990 for tax year 2024

Filed by LICKING MEMORIAL HEALTH FOUNDATION.

Totals

Total revenue
$20,722,433
Total expenses
$8,138,047
Contributions and grants received
$7,259,018
Grants paid
$1,331,744
Program services expenses (Part IX)
$7,339,157
Management and general expenses
$276,784
Fundraising expenses
$522,106
Program service expenses (Part III)
$7,339,157

Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NANCY NEELY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • MICHAEL J MASSARO

    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

  • LINDA K DALGARN

    DIRECTOR (THRU 04/24)

    Total calculated
    $0
    Hours/week
    1.3

  • DAVID E DONEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • PATRICK D GUANCIALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • DANIEL HUNT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • PATRICK M JEFFRIES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • JOYCE L MALAINY EDD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • BRIAN J MORTELLARO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • CHRISTOPHER MEYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3 + 2.6 related

  • GORDON WILKEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.3

  • ROBERT MONTAGNESE

    PRESIDENT & EX-OFFICIO W/O VOTE

    Total calculated
    $1,188,946
    From this org
    $0
    From related orgs
    $929,719
    Other
    $259,227
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $759,019 related
    Bonus
    $0 + $159,440 related
    Other
    $0 + $11,260 related
    Deferred
    $0 + $212,613 related
    Nontaxable benefits
    $0 + $46,614 related
    Filer's total
    $0 + $1,188,946 related

  • CINDY WEBSTER

    VP FINANCIAL SERVICES

    Total calculated
    $382,252
    From this org
    $0
    From related orgs
    $349,321
    Other
    $32,931
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,093 related
    Bonus
    $0 + $8,953 related
    Other
    $0 + $3,275 related
    Deferred
    $0 + $13,908 related
    Nontaxable benefits
    $0 + $19,023 related
    Filer's total
    $0 + $382,252 related

  • VERONICA PATTON

    VP PR & DEVELOPMENT

    Total calculated
    $302,168
    From this org
    $0
    From related orgs
    $280,639
    Other
    $21,529
    Hours/week
    26 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $275,542 related
    Bonus
    $0 + $1,100 related
    Other
    $0 + $3,997 related
    Deferred
    $0 + $11,265 related
    Nontaxable benefits
    $0 + $10,264 related
    Filer's total
    $0 + $302,168 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 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). IN 2024, CONTRIBUTIONS WERE MADE TO THE PLAN ON HIS BEHALF IN THE AMOUNT OF $198,239.

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
2024
Filed
30 October 2025
IRS schema version
2024v5.2
Source object
202503119349302925

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

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