MOUNT CARMEL HEALTH SYSTEM FOUNDATION Charity Report

Public IRS 990 nonprofit record

MOUNT CARMEL HEALTH SYSTEM FOUNDATION

EIN 31-1113966 · Health Care (E22Z)

What they do

WE, MOUNT CARMEL and TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT of THE GOSPEL AS A COMPASSIONATE and TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. MOUNT CARMEL HEALTH SYSTEM FOUNDATION is A MEMBER of MOUNT CARMEL and TRINITY HEALTH.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $69.30 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 leaders30 people are listed in the latest report.

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

Money made simple

54.73%of revenue went to mission work69.3% of expenses · Program services

10.69%of revenue went to fundraising13.5% of expenses

$78.96spent for every $100 of revenueRevenue covered expenses this year.

13.53%of revenue went to management and office costs17.1% of expenses

$21.70in assets for every $1 spent this yearSome assets cannot be spent right away.

28.3%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.

Pay context: The highest compensation shown in this filing is $305,386 for LORRAINE LUTTON (FORMER OFFICER). 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$11,677,387

Mission workProgram services$6,391,47154.73% of revenue69.3% of expenses

ManagementOffice and general costs$1,579,96613.53% of revenue17.1% of expenses

FundraisingAsking for donations$1,248,59310.69% of revenue13.5% of expenses

Revenue left after expensesReported annual surplus$2,457,35721.04% of revenueShown in gray on the chart

Total expenses$9,220,03078.96% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

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: 69.3% mission · 17.1% management · 13.5% fundraisingTotal expenses: 78.96% of revenue

2023Expense mix: 69.1% mission · 21.5% management · 9.4% fundraisingTotal expenses: 70.93% of revenue

2022Expense mix: 69.8% mission · 20.3% management · 10.0% fundraisingTotal expenses: 78.66% of revenue

2021Expense mix: 64.4% mission · 23.2% management · 12.4% fundraisingTotal expenses: 33.39% of revenue

2020Expense mix: 67.8% mission · 23.4% management · 8.8% fundraisingTotal expenses: 63.81% of revenue

2019Expense mix: 66.2% mission · 20.8% management · 13.0% fundraisingTotal expenses: 164.83% of revenue

2018Expense mix: 82.9% mission · 8.0% management · 9.1% fundraisingTotal expenses: 147.15% of revenue

2017Expense mix: 71.0% mission · 13.8% management · 15.2% fundraisingTotal expenses: 45.69% of revenue

Money in and money out

Revenue$11,677,387

Expenses$9,220,030

Annual surplus $2,457,357 Revenue was higher than expenses 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)$6,391,471 · 69.3% of expenses

Management and office costs$1,579,966 · 17.1% of expenses

Fundraising$1,248,593 · 13.5% of expenses

See all reported dollar amounts

Revenue$11,677,387

Expenses$9,220,030

Assets$200,087,027

Income$11,677,387

Contributions$3,300,689

Mission work (program services)$6,391,471

Fundraising$1,248,593

Grants given$53,686,934

Average grant$745,652

Management and general$1,579,966

Executive compensation (total)$339,804

Stocks and bonds$139,327,955

Accounting fees$5,600

Investing fees$783,640

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

LORRAINE LUTTONFORMER OFFICER $305,386Base · Other $305,386

F KEVIN HACKETT MDDIRECTOR; CARDIOLOGIST · 1 hrs/week $63,425Base · Other $63,425

TAUANA MCDONALDDIRECTOR; MOUNT CARMEL CEO · 1 hrs/week $60,742Base · Other $60,742

LYNN WEITAREGIONAL DIRECTOR, MAJOR GIFTS · 45 hrs/week $50,845Base · Other $50,845

DEANNA STEWARTDIRECTOR; PRESIDENT & EXEC DIRECTOR · 50 hrs/week $50,789Base · Other $50,789

ALISON JONESSENIOR DEVELOPMENT OFFICER · 45 hrs/week $40,693Base · Other $40,693

GREG WINSLOWREGIONAL GRANT MANAGER · 45 hrs/week $35,870Base · Other $35,870

ANDY PRIDAYMOUNT CARMEL CFO · 1 hrs/week $33,956Base · Other $33,956

MARK HACKMAN MDDIRECTOR; PHYSICIAN ADVISOR · 1 hrs/week $21,792Base · Other $21,792

KIMBERLY KESSLERDIRECTOR, GRATEFUL PATIENT · 45 hrs/week $16,942Base · Other $16,942

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 (30)

LORRAINE LUTTONFORMER OFFICER

F KEVIN HACKETT MDDIRECTOR; CARDIOLOGIST

TAUANA MCDONALDDIRECTOR; MOUNT CARMEL CEO

LYNN WEITAREGIONAL DIRECTOR, MAJOR GIFTS

DEANNA STEWARTDIRECTOR; PRESIDENT & EXEC DIRECTOR

ALISON JONESSENIOR DEVELOPMENT OFFICER

GREG WINSLOWREGIONAL GRANT MANAGER

ANDY PRIDAYMOUNT CARMEL CFO

MARK HACKMAN MDDIRECTOR; PHYSICIAN ADVISOR

KIMBERLY KESSLERDIRECTOR, GRATEFUL PATIENT

ROSEMARY DUFFYDIRECTOR; SECRETARY AS OF 1/25

REBECCA NELSONDIRECTOR

STEVEN NOURSEDIRECTOR

NADHI SATIANIDIRECTOR

MICHAEL CURTINDIRECTOR; SECRETARY THROUGH 12/24

MELISSA MCCARTHYDIRECTOR

MEAGHAN MCCURDYDIRECTOR

KEVIN RYANDIRECTOR

LISA GUTIERREZDIRECTOR

LILLEANA CAVANAUGHDIRECTOR

KATIE BALLAYDIRECTOR

KATHRYN GARDNER MDDIRECTOR

JOY OGRADY CSCDIRECTOR

JOSEPH HENDRICKSDIRECTOR; VICE CHAIR

JENNIFER DODOVSKIDIRECTOR THROUGH 12/24

JAMES KARAMDIRECTOR; CHAIR

DAVID FREADIRECTOR; TREASURER

COURTNEE CARRIGANDIRECTOR

AMY CAINDIRECTOR

ALYNCIA BOWEN PHDDIRECTOR

About this charity

Recognized since: January 1946
Location: 3100 EASTON SQUARE PL 300, COLUMBUS, OH 432196290
County: Franklin
In care of: BRIAN ZIMMERMAN
Primary officer: BRIAN ZIMMERMAN, VP FINANCE AND CFO

How to reach them

WebsiteVisit the charity’s website Phone(614) 546-4000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
NTEE classification: Health Care (E22Z)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes