MOUNT CARMEL HEALTH PLAN INC Charity Report

Public IRS 990 nonprofit record

MOUNT CARMEL HEALTH PLAN INC

EIN 31-1471229 · Health Care (E310)

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 PLAN 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 $94.20 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 leaders21 people are listed in the latest report.

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

Money made simple

89.85%of revenue went to mission work94.2% of expenses · Program services

$95.40spent for every $100 of revenueRevenue covered expenses this year.

5.55%of revenue went to management and office costs5.8% of expenses

$0.88in assets for every $1 spent this yearSome assets cannot be spent right away.

0.0%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.

Pay context: The highest compensation shown in this filing is $310,232 for LORRAINE LUTTON (DIRECTOR & MOUNT CARMEL CEO THR 6/24). 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$598,543,717

Mission workProgram services$537,816,56289.85% of revenue94.2% of expenses

ManagementOffice and general costs$33,201,6755.55% of revenue5.8% of expenses

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

Revenue left after expensesReported annual surplus$27,525,4804.60% of revenueShown in gray on the chart

Total expenses$571,018,23795.40% 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: 94.2% mission · 5.8% management · 0.0% fundraisingTotal expenses: 95.40% of revenue

2023Expense mix: 94.4% mission · 5.6% management · 0.0% fundraisingTotal expenses: 94.08% of revenue

2022Expense mix: 94.4% mission · 5.6% management · 0.0% fundraisingTotal expenses: 94.76% of revenue

2021Expense mix: 94.7% mission · 5.3% management · 0.0% fundraisingTotal expenses: 92.77% of revenue

2020Expense mix: 94.4% mission · 5.6% management · 0.0% fundraisingTotal expenses: 92.02% of revenue

2019Expense mix: 94.6% mission · 5.4% management · 0.0% fundraisingTotal expenses: 91.66% of revenue

2018Expense mix: 94.5% mission · 5.5% management · 0.0% fundraisingTotal expenses: 91.90% of revenue

2017Expense mix: 94.2% mission · 5.8% management · 0.0% fundraisingTotal expenses: 94.68% of revenue

Money in and money out

Revenue$598,543,717

Expenses$571,018,237

Annual surplus $27,525,480 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)$537,816,562 · 94.2% of expenses

Management and office costs$33,201,675 · 5.8% of expenses

See all reported dollar amounts

Revenue$598,543,717

Expenses$571,018,237

Assets$501,777,966

Income$598,543,717

Contributions$21,250

Mission work (program services)$537,816,562

Grants given$10,300

Average grant$5,150

Management and general$33,201,675

Stocks and bonds$419,419,445

Accounting fees$286,162

Investing fees$428,222

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 LUTTONDIRECTOR & MOUNT CARMEL CEO THR 6/24 · 2 hrs/week $310,232Base · Other $310,232

JACK RANDOLPHDIRECTOR; PRESIDENT & CEO · 45 hrs/week $198,404Base · Other $198,404

TAUANA MCDONALDDIRECTOR & MOUNT CARMEL CEO AT 7/24 · 2 hrs/week $66,881Base · Other $66,881

PETER CONSTANTCHIEF STRATEGIC GROWTH OFFICER MCHP · 50 hrs/week $62,126Base · Other $62,126

CARLOS ALVARADOCHIEF ADMINISTRATIVE OFFICER MCHP · 40 hrs/week $54,963Base · Other $54,963

DANIEL WENDORFF MDFRMR OFF;PRES,MC HLTH PTNRS THR11/24 $51,714Base · Other $51,714

TRAVIS DUESDIRECTOR, SALES MCHP · 50 hrs/week $49,781Base · Other $49,781

TRISHA WHETSTONEASST SECRETARY; MCHS ASSOC COUNSEL · 2 hrs/week $44,947Base · Other $44,947

DAVID VISASST TREASURER;VP FINANCE OPERATIONS · 40 hrs/week $44,341Base · Other $44,341

PATRICK MCMAHONVP, NETWORK DEVELOPMENT MCHP · 50 hrs/week $40,423Base · Other $40,423

ANGELA THOMASVICE PRESIDENT, HEALTH SERVICES MCHP · 50 hrs/week $35,249Base · Other $35,249

ANDY PRIDAYMOUNT CARMEL CFO · 2 hrs/week $35,089Base · Other $35,089

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 (21)

LORRAINE LUTTONDIRECTOR & MOUNT CARMEL CEO THR 6/24

JACK RANDOLPHDIRECTOR; PRESIDENT & CEO

TAUANA MCDONALDDIRECTOR & MOUNT CARMEL CEO AT 7/24

PETER CONSTANTCHIEF STRATEGIC GROWTH OFFICER MCHP

CARLOS ALVARADOCHIEF ADMINISTRATIVE OFFICER MCHP

DANIEL WENDORFF MDFRMR OFF;PRES,MC HLTH PTNRS THR11/24

TRAVIS DUESDIRECTOR, SALES MCHP

TRISHA WHETSTONEASST SECRETARY; MCHS ASSOC COUNSEL

DAVID VISASST TREASURER;VP FINANCE OPERATIONS

PATRICK MCMAHONVP, NETWORK DEVELOPMENT MCHP

ANGELA THOMASVICE PRESIDENT, HEALTH SERVICES MCHP

ANDY PRIDAYMOUNT CARMEL CFO

GREG WISE MDMEDICAL DIRECTOR MCHP

PATRICIA SUFFERNCHIEF COMPLIANCE OFFICER MCHP

MEREDITH MUCHADIR AT 3/24; MCHS DIR MEDICAL EDUC

JOSEPH PATRICK JRDIRECTOR; TREASURER; SECRETARY

JILL PHLEGARDIRECTOR

STEVE LUNDREGANDIRECTOR; CHAIR

CHARLES HICKEYDIRECTOR AS OF 3/24

TODD FOXDIRECTOR

CATHY EDDYDIRECTOR

About this charity

Recognized since: January 2007
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: January 1, 2024
Return type: 990
NTEE classification: Health Care (E310)
Grant-giving organization: Yes