Nonprofit · EIN 31-1113966
MOUNT CARMEL HEALTH SYSTEM FOUNDATION
Tax-exempt · COLUMBUS, OH 43213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $11,677,387 | $9,220,030 | $2,457,357 | $200,087,027 | $1,740,013 | $198,347,014 |
| June 30, 2024 | 990 | $11,551,745 | $8,193,440 | $3,358,305 | $183,016,246 | $1,676,966 | $181,339,280 |
| June 30, 2023 | 990 | $11,046,024 | $8,689,288 | $2,356,736 | $165,943,877 | $2,762,069 | $163,181,808 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,300,689
- of which government grants
- $714,957
- Program service revenue
- $0
- Investment income
- $8,240,160
- Net rental income
- $84,873
- Net gain from sales of assets
- $1,736,291
- Other revenue
- $136,538
Expenses
- Grants and similar amounts paid
- $5,668,844
- Compensation of officers, directors and key employees
- $565,210
- Other salaries and wages
- $707,026
- Salaries, compensation and benefits (total)
- $1,463,513
- Professional fundraising fees
- $0
- Accounting fees
- $5,600
- Occupancy
- $3,905
- Travel
- $55,225
- Depreciation
- $5,379
- Program services (functional)
- $6,391,471
- Management and general (functional)
- $1,579,966
- Fundraising (functional)
- $1,248,593
Balance sheet and other
- Total assets, start of year
- $183,016,246
- Total assets, end of year
- $200,087,027
- Total liabilities, end of year
- $1,740,013
- Net assets, end of year
- $198,347,014
- Land, buildings and equipment
- $32,636
- Publicly traded securities
- $139,327,955
- Net assets without donor restrictions
- $182,512,866
- Net assets with donor restrictions
- $15,834,148
- Gross receipts
- $11,677,387
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1984
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LORRAINE LUTTON | FORMER OFFICER Former | 0 | $0 | $1,593,270 | $305,386 |
| F KEVIN HACKETT MD | DIRECTOR; CARDIOLOGIST Trustee or director | 1 | $0 | $845,917 | $63,425 |
| TAUANA MCDONALD | DIRECTOR; MOUNT CARMEL CEO Trustee or director, Officer | 1 | $0 | $842,723 | $60,742 |
| ANDY PRIDAY | MOUNT CARMEL CFO Officer | 1 | $0 | $549,581 | $33,956 |
| DEANNA STEWART | DIRECTOR; PRESIDENT & EXEC DIRECTOR Trustee or director, Officer | 50 | $0 | $514,421 | $50,789 |
| MARK HACKMAN MD | DIRECTOR; PHYSICIAN ADVISOR Trustee or director | 1 | $0 | $289,263 | $21,792 |
| LYNN WEITA | REGIONAL DIRECTOR, MAJOR GIFTS Highest-paid employee | 45 | $0 | $200,623 | $50,845 |
| ALISON JONES | SENIOR DEVELOPMENT OFFICER Highest-paid employee | 45 | $0 | $102,933 | $40,693 |
| GREG WINSLOW | REGIONAL GRANT MANAGER Highest-paid employee | 45 | $0 | $103,276 | $35,870 |
| KIMBERLY KESSLER | DIRECTOR, GRATEFUL PATIENT Highest-paid employee | 45 | $0 | $112,572 | $16,942 |
| JAMES KARAM | DIRECTOR; CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOSEPH HENDRICKS | DIRECTOR; VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID FREA | DIRECTOR; TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL CURTIN | DIRECTOR; SECRETARY THROUGH 12/24 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROSEMARY DUFFY | DIRECTOR; SECRETARY AS OF 1/25 Trustee or director, Officer | 1 | $0 | $0 | $0 |
15 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE BALLAY | DIRECTOR Trustee or director | 1 | $0 |
| ALYNCIA BOWEN PHD | DIRECTOR Trustee or director | 1 | $0 |
| AMY CAIN | DIRECTOR Trustee or director | 1 | $0 |
| COURTNEE CARRIGAN | DIRECTOR Trustee or director | 1 | $0 |
| LILLEANA CAVANAUGH | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER DODOVSKI | DIRECTOR THROUGH 12/24 Trustee or director | 1 | $0 |
| KATHRYN GARDNER MD | DIRECTOR Trustee or director | 1 | $0 |
| LISA GUTIERREZ | DIRECTOR Trustee or director | 1 | $0 |
| MELISSA MCCARTHY | DIRECTOR Trustee or director | 1 | $0 |
| MEAGHAN MCCURDY | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA NELSON | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN NOURSE | DIRECTOR Trustee or director | 1 | $0 |
| JOY O'GRADY CSC | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN RYAN | DIRECTOR Trustee or director | 1 | $0 |
| NADHI SATIANI | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LORRAINE LUTTON | DIRECTOR; MOUNT CARMEL CEO Trustee or director, Officer | 1 | $0 | $1,423,100 | $290,724 |
| F KEVIN HACKETT MD | DIRECTOR; CARDIOLOGIST Trustee or director | 1 | $0 | $827,559 | $53,439 |
| ANDY PRIDAY | MOUNT CARMEL CFO Officer | 1 | $0 | $506,911 | $72,254 |
| DEANNA STEWART | DIRECTOR; PRESIDENT & EXEC DIRECTOR Trustee or director, Officer | 50 | $0 | $389,987 | $50,630 |
| MARK HACKMAN MD | DIRECTOR; PHYSICIAN ADVISOR Trustee or director | 1 | $0 | $272,517 | $23,433 |
| LYNN WEITA | REGIONAL DIRECTOR, MAJOR GIFTS Highest-paid employee | 45 | $0 | $159,910 | $48,548 |
| KIMBERLY KESSLER | DIRECTOR, GRATEFUL PATIENT Highest-paid employee | 45 | $0 | $121,746 | $16,980 |
| RAMON JONES | DIRECTOR; CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES KARAM | DIRECTOR; VICE CHAIR; SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID FREA | DIRECTOR; TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATIE BALLAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALYNCIA BOWEN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| AMY CAIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| COURTNEE CARRIGAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LILLEANA CAVANAUGH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL CURTIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER DODOVSKI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROSEMARY DUFFY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHRYN GARDNER MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA GUTIERREZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH HENDRICKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA MCCARTHY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MEAGHAN MCCURDY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REBECCA NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN NOURSE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOY O'GRADY CSC | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN RYAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NADHI SATIANI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JERRY SAUNDERS | DIRECTOR THROUGH 12/23 Trustee or director | 1 | $0 | $0 | $0 |
| NANCY WHETSTONE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 33 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LORRAINE LUTTON | DIRECTOR; MOUNT CARMEL CEO Trustee or director, Officer | 1 | $0 | $1,277,941 | $288,723 |
| F KEVIN HACKETT MD | DIRECTOR; CARDIOLOGIST Trustee or director | 1 | $0 | $819,677 | $57,416 |
| DEANNA STEWART | DIRECTOR; PRESIDENT & EXEC DIRECTOR Trustee or director, Officer | 50 | $0 | $380,514 | $98,941 |
| ANDY PRIDAY | MOUNT CARMEL CFO Officer | 1 | $0 | $405,211 | $54,083 |
| KIMBERLY HODGKINSON | FORMER OFFICER Former | 0 | $0 | $405,351 | $27,466 |
| MARK HACKMAN MD | DIRECTOR; PHYSICIAN ADVISOR Trustee or director | 1 | $0 | $268,866 | $23,226 |
| LYNN WEITA | REGIONAL DIRECTOR, MAJOR GIFTS Highest-paid employee | 45 | $0 | $155,225 | $46,567 |
| KIMBERLY KESSLER | DIRECTOR, GRATEFUL PATIENT Highest-paid employee | 45 | $0 | $115,540 | $28,585 |
| RAMON JONES | DIRECTOR; CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES KARAM | DIRECTOR; VICE CHAIR & SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID FREA | DIRECTOR; TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATIE BALLAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALYNCIA BOWEN PHD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| AMY CAIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| COURTNEE CARRIGAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LILLEANA CAVANAUGH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL CURTIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JENNIFER DODOVSKI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROSEMARY DUFFY | DIRECTOR AS OF 1/23 Trustee or director | 1 | $0 | $0 | $0 |
| KATHRYN GARDNER MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LISA GUTIERREZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH HENDRICKS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK KELLEY | DIRECTOR THROUGH 8/22 Trustee or director | 1 | $0 | $0 | $0 |
| MELISSA MCCARTHY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MEAGHAN MCCURDY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| REBECCA NELSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN NOURSE | DIRECTOR AS OF 1/23 Trustee or director | 1 | $0 | $0 | $0 |
| JOY O'GRADY CSC | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN RYAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NADHI SATIANI | DIRECTOR AS OF 1/23 Trustee or director | 1 | $0 | $0 | $0 |
| JERRY SAUNDERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN TRYDAHL | DIRECTOR THROUGH 12/22 Trustee or director | 1 | $0 | $0 | $0 |
| NANCY WHETSTONE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5955 E BROAD ST, COLUMBUS, OH 43213-1559
- Principal officer (990 for 2024)
- DEANNA STEWART, 3100 EASTON SQUARE PL 300, COLUMBUS, OH 432196290
- Signed the 990
- BRIAN ZIMMERMAN, VP FINANCE AND CFO
- Phone
- (614) 546-4000
Mission
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.
Program accomplishments
- SINCE 1984, MOUNT CARMEL HEALTH SYSTEM FOUNDATION (MCHS FOUNDATION), LOCATED IN COLUMBUS, OH, HAS SERVED AS THE FUNDRAISING ARM OF MOUNT CARMEL HEALTH SYSTEM AND ITS AFFILIATES. MCHS FOUNDATION IS DEDICATED TO FUNDING THE MISSION-DRIVEN HEALTH AND EDUCATION PROGRAMS AND SERVICES PROVIDED THROUGH THE MOUNT CARMEL HEALTH SYSTEM. MCHS FOUNDATION RAISED $3,300,689 IN FISCAL YEAR 2025 FROM INDIVIDUALS, CORPORATIONS, PRIVATE FOUNDATIONS AND THE FEDERAL AND STATE GOVERNMENT WITH ASSISTANCE FROM DEDICATED VOLUNTEERS AND GENEROUS FRIENDS. THESE CONTRIBUTIONS HELP MOUNT CARMEL HEALTH SYSTEM TO MEET THE VAST MEDICAL, DENTAL AND SOCIAL SERVICE NEEDS OF THE UNINSURED AND UNDERINSURED COMMUNITY AND TO RESPOND TO THE UNMET NEEDS OF OLDER PERSONS IN THE COMMUNITY. PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: WWW.MOUNTCARMELFOUNDATION.ORGExpenses $6,391,471 · grants $5,668,844 · revenue $51,665
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1113966
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E22Z)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $200,087,027
- Income (IRS master file)
- $11,677,387
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $11,677,387 | $9,220,030 | $200,087,027 | IRS |
| 990 | June 2024 | $11,551,745 | $8,193,440 | $183,016,246 | IRS |
| 990 | June 2023 | $11,046,024 | $8,689,288 | $165,943,877 | XML |
| 990 | June 2022 | $24,423,101 | $8,155,729 | $160,208,103 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1113966).
Questions about MOUNT CARMEL HEALTH SYSTEM FOUNDATION
- What is the EIN of MOUNT CARMEL HEALTH SYSTEM FOUNDATION?
- The employer identification number (EIN) of MOUNT CARMEL HEALTH SYSTEM FOUNDATION is 31-1113966.
- Is MOUNT CARMEL HEALTH SYSTEM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does MOUNT CARMEL HEALTH SYSTEM FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MOUNT CARMEL HEALTH SYSTEM FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MOUNT CARMEL HEALTH SYSTEM FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MOUNT CARMEL HEALTH SYSTEM FOUNDATION?
- The 990 for the year ended June 30, 2025 names DEANNA STEWART.
- Who are the officers and directors of MOUNT CARMEL HEALTH SYSTEM FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 30 people; 0 received compensation from the organization.
- How much revenue does MOUNT CARMEL HEALTH SYSTEM FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $11,677,387, expenses of $9,220,030 and total assets of $200,087,027 at year end.
Other nonprofits in COLUMBUS
- OHIOHEALTH CORPORATION EIN 31-4394942 · last filed 990 for 2025
- OHIOHEALTH CORPORATION EIN 32-0007056 · last filed 990 for 2025
- NATIONWIDE CHILDRENS HOSPITAL INC EIN 31-1429047 · last filed 990 for 2021
- MOUNT CARMEL HEALTH PLAN INC EIN 31-1471229 · last filed 990 for 2024
- PEDIATRIC ACADEMIC ASSOCIATION INC DEPARTMENT OF PEDIATRICS B-132 EIN 31-1024403 · last filed 990 for 2024
- CLARK COUNTY HOSPITAL SERVICES CORPORATION EIN 88-0770775 · last filed 990 for 2024
- OHIOHEALTH CORPORATION EIN 31-4391798 · last filed 990 for 2023
- LIFELINE OF OHIO ORGAN PROCUREMENT INC EIN 31-1116603 · last filed 990 for 2025