HEALTHSOURCE OF OHIO INC Charity Report

Public IRS 990 nonprofit record

HEALTHSOURCE OF OHIO INC

EIN 31-0884250 · Community Clinics (E32)

What they do

HEALTHSOURCE of OHIO is A NONPROFIT PRIMARY CARE ORGANIZATION CONSISTING of MEDICAL, DENTAL, VISION and MENTAL HEALTH SERVICES. WE SEEK to BRING to THE PEOPLE of SOUTHWEST OHIO A COMPREHENSIVE, EXCEPTIONAL QUALITY of HEALTHCARE THAT RESPONDS to THE NEEDS of THE COMMUNITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $83.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders28 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

84.65%of revenue went to mission work83.6% of expenses · Program services

$101.30spent for every $100 of revenueSpending was higher than revenue this year.

16.64%of revenue went to management and office costs16.4% of expenses

$1.47in assets for every $1 spent this yearSome assets cannot be spent right away.

13.0%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $952,863 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $511,184 for KIMBERLY PATTON (PRESIDENT AND CHIEF EXECUTIVE OFFICER - TERM ENDED). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$73,560,228

Mission workProgram services$62,269,21884.65% of revenue83.6% of expenses

ManagementOffice and general costs$12,243,87316.64% of revenue16.4% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$74,513,091101.30% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 83.6% mission · 16.4% management · 0.0% fundraisingTotal expenses: 101.30% of revenue

2023Expense mix: 83.4% mission · 16.6% management · 0.0% fundraisingTotal expenses: 91.73% of revenue

2022Expense mix: 83.5% mission · 16.5% management · 0.0% fundraisingTotal expenses: 82.95% of revenue

2021Expense mix: 83.5% mission · 16.5% management · 0.0% fundraisingTotal expenses: 88.45% of revenue

2020Expense mix: 83.7% mission · 16.3% management · 0.0% fundraisingTotal expenses: 84.47% of revenue

2019Expense mix: 83.8% mission · 16.2% management · 0.0% fundraisingTotal expenses: 88.60% of revenue

2018Expense mix: 84.1% mission · 15.5% management · 0.4% fundraisingTotal expenses: 90.93% of revenue

2017Expense mix: 84.8% mission · 14.6% management · 0.6% fundraisingTotal expenses: 88.25% of revenue

Money in and money out

Revenue$73,560,228

Expenses$74,513,091

Annual shortfall $952,863 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$62,269,218 · 83.6% of expenses

Management and office costs$12,243,873 · 16.4% of expenses

See all reported dollar amounts

Revenue$73,560,228

Expenses$74,513,091

Assets$109,186,372

Income$73,560,228

Contributions$9,558,429

Mission work (program services)$62,269,218

Grants given$460,000

Average grant$115,000

Management and general$12,243,873

Executive compensation (total)$1,470,131

Accounting fees$82,776

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KIMBERLY PATTONPRESIDENT AND CHIEF EXECUTIVE OFFICER - TERM ENDED · 40 hrs/week $511,184Base $485,415 · Other $25,769

JOSEPH PRATHERPRESIDENT AND CHIEF EXECUTIVE OFFICER - TERM START · 40 hrs/week $450,281Base $423,531 · Other $26,750

SHERRY JOHNSONPHYSICIAN - OB/GYN · 40 hrs/week $415,165Base $377,637 · Other $37,528

HOLLY BINNIG MDCHIEF CLINICAL OFFICER · 40 hrs/week $390,688Base $363,868 · Other $26,820

ROGER CHANGPHYSICIAN - FAMILY PRACTICE · 40 hrs/week $367,752Base $318,611 · Other $49,141

ALEXANDRA FOREMANPHYSICIAN - OB/GYN · 40 hrs/week $365,926Base $329,948 · Other $35,978

MICHAEL DIETZMEDICAL DIRECTOR · 40 hrs/week $365,748Base $316,330 · Other $49,418

THOMAS DUCROCHIEF FINANCIAL OFFICER · 40 hrs/week $365,270Base $324,363 · Other $40,907

REGINA LOVETTEPHYSICIAN - OB/GYN · 40 hrs/week $350,084Base $323,277 · Other $26,807

LISA JACKSONCHIEF STRATEGY AND MARKETING OFFICER · 40 hrs/week $304,388Base $279,221 · Other $25,167

HEATHER MCNICHOLSCHIEF HUMAN RESOURCES OFFICER · 40 hrs/week $287,802Base $260,784 · Other $27,018

SAMUEL ROTUNNACHIEF PHARMACY OFFICER · 40 hrs/week $275,665Base $228,278 · Other $47,387

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (28)

KIMBERLY PATTONPRESIDENT AND CHIEF EXECUTIVE OFFICER - TERM ENDED

JOSEPH PRATHERPRESIDENT AND CHIEF EXECUTIVE OFFICER - TERM START

SHERRY JOHNSONPHYSICIAN - OB/GYN

HOLLY BINNIG MDCHIEF CLINICAL OFFICER

ROGER CHANGPHYSICIAN - FAMILY PRACTICE

ALEXANDRA FOREMANPHYSICIAN - OB/GYN

MICHAEL DIETZMEDICAL DIRECTOR

THOMAS DUCROCHIEF FINANCIAL OFFICER

REGINA LOVETTEPHYSICIAN - OB/GYN

LISA JACKSONCHIEF STRATEGY AND MARKETING OFFICER

HEATHER MCNICHOLSCHIEF HUMAN RESOURCES OFFICER

SAMUEL ROTUNNACHIEF PHARMACY OFFICER

STEVEN STRATHMANNVICE PRESIDENT OF PHILANTHROPY - TERM ENDED

MARY BRIDGET FOSSETTVICE PRESIDENT OF CLINICAL OPERATIONS - TERM ENDED

RACHEL KUSTOSCHIEF OPERATING OFFICER - TERM STARTED

DOUGLAS MOSSSENIOR DIRECTOR OF REVENUE CYCLE OPERATIONS - TERM

STEPHEN HOODTRUSTEE

TIFFANY MATTINGLYTRUSTEE

MEGAN MITCHELLTRUSTEE - TERM ENDED

MARK MCANDREWCHAIRPERSON

LEONARD RANDOLPH JR MDTRUSTEE - TERM ENDED

KONSTANTINOS ELEFTERTRUSTEE

KEVIN LEFLERTRUSTEE

JINA BOHLVICE-CHAIRPERSON

GAIL KOFORDTRUSTEE

DOUGLAS MCDONALDSECRETARY / TREASURER

DIANA WILLIAMSTRUSTEE - TERM ENDED

CYNDY WRIGHTTRUSTEE

About this charity

Recognized since: January 1977
Location: 424 WARDS CORNER RD STE 200, LOVELAND, OH 45140-6966
County: Clermont
In care of: % THOMAS DUCRO JR
Primary officer: THOMAS DUCRO JR, CFO

How to reach them

WebsiteVisit the charity’s website Phone(513) 576-7700

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: FORVIS MAZARS LLP
NTEE classification: Community Clinics (E32)
IRS tax category: Community Clinics
Grant-giving organization: Yes