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LIMA MEMORIAL JOINT OPERATING COMPANY

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Public IRS 990 nonprofit record

LIMA MEMORIAL JOINT OPERATING COMPANY

EIN 34-1883284 · Health Care (E210)

What they do

AS ONE of THE LARGEST NOT-FOR-PROFIT HEALTH CARE ORGANIZATIONS IN WEST CENTRAL OHIO, LIMA MEMORIAL HEALTH SYSTEM is COMMITTED to IMPROVING THE QUALITY of LIFE IN OUR COMMUNITIES THROUGH COMPREHENSIVE HEALTH SERVICES. LIMA MEMORIAL is CONTINUALLY IMPROVING ITS SERVICES and FACILITIES BY KEEPING UP WITH THE LATEST TECHNOLOGIES, PROVIDING CONTINUING EDUCATION to OUR HEALTH CARE TEAM and UPDATING OUR FACILITIES. OUR PATIENT SATISFACTION NUMBERS CONTINUE to IMPROVE and WE CONTINUALLY ACHIEVE QUALITY SCORES THAT ARE BETTER THEN THE STATE and NATIONAL AVERAGES.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $81.20 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 leaders24 people are listed in the latest report.

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

Money made simple

73.52%of revenue went to mission work81.2% of expenses · Program services
0.09%of revenue went to fundraising0.1% of expenses
$90.58spent for every $100 of revenueRevenue covered expenses this year.
16.98%of revenue went to management and office costs18.7% of expenses
$2.10in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. 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 $921,592 for MICHAEL D SWICK (PRESIDENT/CEO (SEE SCH J)). 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.

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$317,901,718
Mission workProgram services$233,728,01473.52% of revenue81.2% of expenses
ManagementOffice and general costs$53,966,07216.98% of revenue18.7% of expenses
FundraisingAsking for donations$272,2660.09% of revenue0.1% of expenses
Revenue left after expensesReported annual surplus$29,935,3669.42% of revenueShown in gray on the chart
Total expenses$287,966,35290.58% 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: 81.2% mission · 18.7% management · 0.1% fundraisingTotal expenses: 90.58% of revenue
2023Expense mix: 79.7% mission · 20.2% management · 0.1% fundraisingTotal expenses: 93.37% of revenue
2022Expense mix: 82.2% mission · 17.7% management · 0.1% fundraisingTotal expenses: 88.31% of revenue
2021Expense mix: 83.7% mission · 16.3% management · 0.1% fundraisingTotal expenses: 79.73% of revenue
2020Expense mix: 84.2% mission · 15.7% management · 0.1% fundraisingTotal expenses: 87.36% of revenue
2019Expense mix: 82.5% mission · 17.4% management · 0.1% fundraisingTotal expenses: 86.51% of revenue
2018Expense mix: 83.7% mission · 16.2% management · 0.1% fundraisingTotal expenses: 88.58% of revenue
2017Expense mix: 82.7% mission · 17.3% management · 0.1% fundraisingTotal expenses: 90.21% of revenue

Money in and money out

Revenue$317,901,718
Expenses$287,966,352
Annual surplus $29,935,366 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)$233,728,014 · 81.2% of expenses
Management and office costs$53,966,072 · 18.7% of expenses
Fundraising$272,266 · 0.1% of expenses
See all reported dollar amounts
Revenue$317,901,718
Expenses$287,966,352
Assets$604,121,346
Income$318,096,912
Mission work (program services)$233,728,014
Fundraising$272,266
Grants given$2,796,774
Average grant$29,753
Management and general$53,966,072
Executive compensation (total)$1,889,526
Stocks and bonds$113,471,012
Accounting fees$317,358
Investing fees$211,105
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
MICHAEL D SWICKPRESIDENT/CEO (SEE SCH J) · 44 hrs/week $921,592Base $811,265 · Other $110,327
ROBERT E ARMSTRONG JRSR VP/CAO (SEE SCH J)THRU 7/24 · 40 hrs/week $873,706Base $837,755 · Other $35,951
ERIC D POHJALAVP FINANCE/CFO(SEE SCH J)THRU 6/24 · 40 hrs/week $590,311Base $545,890 · Other $44,421
SUSAN KAUFMAN DOVP OF MEDICAL AFFAIRS (SEE SCH J) · 30 hrs/week $575,537Base $457,344 · Other $118,193
LYNN M CARPENTERVICE PRESIDENT/COO (SEE SCH J) · 40 hrs/week $439,350Base $407,288 · Other $32,062
ANN-MARIE JEAN POHLVP/CNO (SEE SCH J)THRU 3/25 · 50 hrs/week $369,622Base $344,343 · Other $25,279
BRETT A RANDOLPHDIRECTOR OF PHARMACY CARE TRAN · 40 hrs/week $239,001Base $215,891 · Other $23,110
JEFFREY N UTZEXECUTIVE DIRECTOR - LMP · 40 hrs/week $237,497Base $192,824 · Other $44,673
TIMOTHY A BUITVP FINANCE/CFO(SEE SCH J)EFF 6/24 · 40 hrs/week $236,999Base $227,222 · Other $9,777
BURLIN L SHERRICKEXECUTIVE DIRECTOR-ANCILLARY SRVC · 40 hrs/week $234,455Base $183,486 · Other $50,969
JOSHUA L HINESEXECUTIVE DIRECTOR - INFO TECH · 40 hrs/week $229,691Base $179,036 · Other $50,655
JAIME QUELLHORSTEXECUTIVE DIRECTOR - NURSING · 40 hrs/week $228,275Base $187,812 · Other $40,463

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 (24)

MICHAEL D SWICKPRESIDENT/CEO (SEE SCH J)

ROBERT E ARMSTRONG JRSR VP/CAO (SEE SCH J)THRU 7/24

ERIC D POHJALAVP FINANCE/CFO(SEE SCH J)THRU 6/24

SUSAN KAUFMAN DOVP OF MEDICAL AFFAIRS (SEE SCH J)

LYNN M CARPENTERVICE PRESIDENT/COO (SEE SCH J)

ANN-MARIE JEAN POHLVP/CNO (SEE SCH J)THRU 3/25

BRETT A RANDOLPHDIRECTOR OF PHARMACY CARE TRAN

JEFFREY N UTZEXECUTIVE DIRECTOR - LMP

TIMOTHY A BUITVP FINANCE/CFO(SEE SCH J)EFF 6/24

BURLIN L SHERRICKEXECUTIVE DIRECTOR-ANCILLARY SRVC

JOSHUA L HINESEXECUTIVE DIRECTOR - INFO TECH

JAIME QUELLHORSTEXECUTIVE DIRECTOR - NURSING

TRACIE J SANCHEZBOARD MEMBER

SCOTT L SHUTTBOARD MEMBER

PHILLIP R BUELLTREASURER

PATRICIA M MODROWSKISECRETARY

JOHN H JOHNSONCHAIR

JODI L RUCKERVICE-CHAIR

JANE M WOODBOARD MEMBER

JAMES F BLAIRBOARD MEMBER

DENNIS E MORRISBOARD MEMBER

DEBI BROBSTBOARD MEMBER

CYNTHIA E SPIERSBOARD MEMBER

CLYDE R RAUCHBOARD MEMBER

About this charity

Recognized since
January 1999
Location
1001 BELLEFONTAINE AVE, LIMA, OH 45804-2800
County
Allen
In care of
TIM BUIT
Primary officer
TIM BUIT, VICE-PRESIDENT/CFO

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
PLANTE & MORAN PLLC
NTEE classification
Health Care (E210)
IRS tax category
General Medical and Surgical Hospitals
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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