Skip to content
Nonprofiteer
← MOUNT CARMEL HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2023

Filed by MOUNT CARMEL HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$11,551,745
Total expenses
$8,193,440
Contributions and grants received
$3,275,007
Grants paid
$4,601,743
Program services expenses (Part IX)
$5,659,677
Management and general expenses
$1,763,401
Fundraising expenses
$770,362
Program service expenses (Part III)
$5,659,677

Program services were 69.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LORRAINE LUTTON

    DIRECTOR; MOUNT CARMEL CEO

    Total calculated
    $1,713,824
    From this org
    $0
    From related orgs
    $1,423,100
    Other
    $290,724
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $884,282 related
    Bonus
    $0 + $401,288 related
    Other
    $0 + $137,530 related
    Deferred
    $0 + $245,813 related
    Nontaxable benefits
    $0 + $44,911 related
    Filer's total
    $0 + $1,713,824 related

  • F KEVIN HACKETT MD

    DIRECTOR; CARDIOLOGIST

    Total calculated
    $880,998
    From this org
    $0
    From related orgs
    $827,559
    Other
    $53,439
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $754,159 related
    Bonus
    $0 + $68,050 related
    Other
    $0 + $5,350 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $33,639 related
    Filer's total
    $0 + $880,998 related

  • ANDY PRIDAY

    MOUNT CARMEL CFO

    Total calculated
    $579,165
    From this org
    $0
    From related orgs
    $506,911
    Other
    $72,254
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,548 related
    Bonus
    $0 + $87,000 related
    Other
    $0 + $5,363 related
    Deferred
    $0 + $54,892 related
    Nontaxable benefits
    $0 + $17,362 related
    Filer's total
    $0 + $579,165 related

  • DEANNA STEWART

    DIRECTOR; PRESIDENT & EXEC DIRECTOR

    Total calculated
    $440,617
    From this org
    $0
    From related orgs
    $389,987
    Other
    $50,630
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $272,295 related
    Bonus
    $0 + $70,034 related
    Other
    $0 + $47,658 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $35,780 related
    Filer's total
    $0 + $440,617 related

  • MARK HACKMAN MD

    DIRECTOR; PHYSICIAN ADVISOR

    Total calculated
    $295,950
    From this org
    $0
    From related orgs
    $272,517
    Other
    $23,433
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,164 related
    Bonus
    $0
    Other
    $0 + $3,353 related
    Deferred
    $0 + $20,245 related
    Nontaxable benefits
    $0 + $3,188 related
    Filer's total
    $0 + $295,950 related

  • LYNN WEITA

    REGIONAL DIRECTOR, MAJOR GIFTS

    Total calculated
    $208,458
    From this org
    $0
    From related orgs
    $159,910
    Other
    $48,548
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $0 + $143,461 related
    Bonus
    $0 + $15,681 related
    Other
    $0 + $768 related
    Deferred
    $0 + $10,420 related
    Nontaxable benefits
    $0 + $38,128 related
    Filer's total
    $0 + $208,458 related

  • KIMBERLY KESSLER

    DIRECTOR, GRATEFUL PATIENT

    Total calculated
    $138,726
    From this org
    $0
    From related orgs
    $121,746
    Other
    $16,980
    Hours/week
    45

  • RAMON JONES

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JAMES KARAM

    DIRECTOR; VICE CHAIR; SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • DAVID FREA

    DIRECTOR; TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KATIE BALLAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALYNCIA BOWEN PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMY CAIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • COURTNEE CARRIGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LILLEANA CAVANAUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL CURTIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER DODOVSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROSEMARY DUFFY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHRYN GARDNER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA GUTIERREZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH HENDRICKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELISSA MCCARTHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MEAGHAN MCCURDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REBECCA NELSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVEN NOURSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOY O'GRADY CSC

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN RYAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NADHI SATIANI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JERRY SAUNDERS

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1

  • NANCY WHETSTONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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
MCHS FOUNDATION IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. MCHS FOUNDATION'S PRESIDENT IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF MCHS FOUNDATION'S PRESIDENT: - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY
PART I, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: LORRAINE LUTTON - $112,826 DEANNA STEWART - $32,566 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: LORRAINE LUTTON - $230,963 ANDY PRIDAY - $40,042 THE FOLLOWING INDIVIDUAL IS A PARTICIPLANT IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 451. THERE WERE NO PAYOUTS IN 2023 FOR THE PLAN. F. KEVIN HACKETT, MD THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). ANDY PRIDAY THERE WAS NO PAYOUT FOR 2023 FOR THIS PARTICIPANT.

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

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
14 May 2025
IRS schema version
2023v6.0
Source object
202501349349304110

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.