Nonprofit · EIN 34-1883284
LIMA MEMORIAL JOINT OPERATING COMPANY
Tax-exempt · LIMA, OH 45804
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $317,901,718 | $287,966,352 | $29,935,366 | $604,121,346 | $118,143,870 | $485,977,476 |
| December 31, 2023 | 990 | $297,520,103 | $277,790,859 | $19,729,244 | $564,316,732 | $115,487,844 | $448,828,888 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $310,931,178
- Investment income
- $5,972,810
- Net rental income
- -$173,362
- Net gain from sales of assets
- $1,501,740
- Other revenue
- $997,730
Expenses
- Grants and similar amounts paid
- $140,060
- Compensation of officers, directors and key employees
- $3,439,676
- Other salaries and wages
- $96,109,840
- Salaries, compensation and benefits (total)
- $128,288,886
- Professional fundraising fees
- $0
- Legal fees
- $1,121,657
- Accounting fees
- $317,358
- Occupancy
- $5,018,620
- Travel
- $198,448
- Depreciation
- $14,628,699
- Program services (functional)
- $233,728,014
- Management and general (functional)
- $53,966,072
- Fundraising (functional)
- $272,266
Balance sheet and other
- Total assets, start of year
- $564,316,732
- Total assets, end of year
- $604,121,346
- Total liabilities, end of year
- $118,143,870
- Net assets, end of year
- $485,977,476
- Land, buildings and equipment
- $107,761,816
- Publicly traded securities
- $113,471,012
- Net assets without donor restrictions
- $485,977,476
- Gross unrelated business income
- $97,074
- Gross receipts
- $318,096,912
- Employees
- 1,931
- Volunteers
- 276
- Year formed
- 1999
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL D SWICK | PRESIDENT/CEO (SEE SCH J) Officer | 44 | $811,265 | $110,327 |
| ROBERT E ARMSTRONG JR | SR VP/CAO (SEE SCH J)THRU 7/24 Key employee | 40 | $837,755 | $35,951 |
| ERIC D POHJALA | VP FINANCE/CFO(SEE SCH J)THRU 6/24 Officer | 40 | $545,890 | $44,421 |
| SUSAN KAUFMAN DO | VP OF MEDICAL AFFAIRS (SEE SCH J) Key employee | 30 | $457,344 | $118,193 |
| LYNN M CARPENTER | VICE PRESIDENT/COO (SEE SCH J) Officer | 40 | $407,288 | $32,062 |
| ANN-MARIE JEAN POHL | VP/CNO (SEE SCH J)THRU 3/25 Key employee | 50 | $344,343 | $25,279 |
| BRETT A RANDOLPH | DIRECTOR OF PHARMACY CARE TRAN Highest-paid employee | 40 | $215,891 | $23,110 |
| JEFFREY N UTZ | EXECUTIVE DIRECTOR - LMP Highest-paid employee | 40 | $192,824 | $44,673 |
| TIMOTHY A BUIT | VP FINANCE/CFO(SEE SCH J)EFF 6/24 Key employee | 40 | $227,222 | $9,777 |
| BURLIN L SHERRICK | EXECUTIVE DIRECTOR-ANCILLARY SRVC Highest-paid employee | 40 | $183,486 | $50,969 |
| JOSHUA L HINES | EXECUTIVE DIRECTOR - INFO TECH Highest-paid employee | 40 | $179,036 | $50,655 |
| JAIME QUELLHORST | EXECUTIVE DIRECTOR - NURSING Highest-paid employee | 40 | $187,812 | $40,463 |
| JOHN H JOHNSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PHILLIP R BUELL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PATRICIA M MODROWSKI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JODI L RUCKER | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| CYNTHIA E SPIERS | BOARD MEMBER Trustee or director | 1 | $0 |
| JAMES F BLAIR | BOARD MEMBER Trustee or director | 1 | $0 |
| DENNIS E MORRIS | BOARD MEMBER Trustee or director | 1 | $0 |
| CLYDE R RAUCH | BOARD MEMBER Trustee or director | 1 | $0 |
| TRACIE J SANCHEZ | BOARD MEMBER Trustee or director | 1 | $0 |
| SCOTT L SHUTT | BOARD MEMBER Trustee or director | 1 | $0 |
| DEBI BROBST | BOARD MEMBER Trustee or director | 1 | $0 |
| JANE M WOOD | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL D SWICK | PRESIDENT/CEO (SEE SCH J) Officer | 44 | $818,346 | $129,892 |
| ROBERT E ARMSTRONG JR | SENIOR VP/CAO (SEE SCH J) Former | 40 | $466,408 | $67,235 |
| ERIC POHJALA | VP OF FINANCE/CFO (SEE SCH J) Key employee | 40 | $454,334 | $60,625 |
| ANN-MARIE JEAN POHL | VICE PRESIDENT/CNO (SEE SCH J) Former | 50 | $346,650 | $30,140 |
| LYNN M CARPENTER | VICE PRESIDENT/COO (SEE SCH J) Officer | 40 | $322,814 | $42,504 |
| SUSAN KAUFMAN DO | VP OF MEDICAL AFFAIRS (SEE SCH J) Key employee | 30 | $358,846 | $4,667 |
| DENNIS E MORRIS | PRN COURIER Highest-paid employee | 40 | $358,845 | $2,257 |
| JOSHUA L HINES | EXECUTIVE DIRECTOR - INFORMATION TECHNOLOGY Highest-paid employee | 40 | $279,509 | $16,554 |
| BRETT A RANDOLPH | DIRECTOR OF PHARMACY CARE TRAN Highest-paid employee | 40 | $215,657 | $21,233 |
| BURLIN L SHERRICK | EXECUTIVE DIRECTOR - ANCILLARY SERVICES Highest-paid employee | 40 | $180,610 | $16,828 |
| TINA M VERHOFF | DIRECTOR - HUMAN RESOURCES Highest-paid employee | 40 | $175,522 | $9,617 |
| JOHN H JOHNSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| PHILLIP R BUELL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| R GRIFFIN JULIUS | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARA RENDINA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| CYNTHIA E SPIERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES F BLAIR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PRAVEEN K MALHOTRA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CLYDE R RAUCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TRACIE J SANCHEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SCOTT L SHUTT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEBI BROBST | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANE M WOOD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1001 BELLEFONTAINE AVE, LIMA, OH 45804-2800
- Principal officer (990 for 2024)
- MICHAEL D SWICK, 1001 BELLEFONTAINE AVENUE, LIMA, OH 45804
- Signed the 990
- TIM BUIT, VICE-PRESIDENT/CFO
- Phone
- (419) 228-3335
- Website
- WWW.LIMAMEMORIAL.ORG
- Return prepared by
- PLANTE & MORAN PLLC
Mission
WE ARE HERE TO IMPROVE THE QUALITY OF LIFE IN OUR COMMUNITIES THROUGH COMPREHENSIVE HEALTH SERVICES.
Program accomplishments
- AS ONE OF THE LARGEST NOT-FOR-PROFIT HEALTHCARE 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 HEALTHCARE TEAM AND UPDATING OUR FACILITIES. OUR PATIENT SATISFACTION NUMBERS CONTINUE TO IMPROVE AND WE CONTINUALLY ACHIEVE QUALITY SCORES THAT ARE BETTER THAN STATE AND NATIONAL AVERAGES.THE HEALTH SYSTEM PROVIDES COMPREHENSIVE HEALTHCARE THAT ALLOWS US TO CARE FOR PATIENTS FROM BIRTH THROUGH ELDER YEARS. THESE SERVICES INCLUDE, BUT ARE NOT LIMITED TO:- 24-HOUR EMERGENCY SERVICES INCLUDING LEVEL II TRAUMA- ACCREDITED CHEST PAIN CENTER- THE HEART AND VASCULAR INSTITUTE- COMMISSION ON CANCER ACCREDITED CANCER INSTITUTE- ORTHOPEDICS- OBSTETRICS, LEVEL II NURSERY AND PEDIATRICS- WOMEN'S HEALTH CENTER- ROBOTIC SURGERY PROGRAM- DIAGNOSTIC & IMAGING- LABORATORY- INPATIENT AND OUTPATIENT REHABILITATION SERVICES- NEUROSCIENCE PROGRAM- UROLOGYIN 2024, LIMA MEMORIAL CONTRIBUTED AN ESTIMATED $30.9 MILLION IN COMMUNITY VALUE IN TERMS OF COMMUNITY BENEFIT EXPENDITURES, CHARITY CARE AND GOVERNMENT-SPONSORED HEALTH CARE. THIS NUMBER NOT ONLY INDICATES OUR COMMITMENT TO OUR COMMUNITIES, BUT ALSO FULFILLS OUR PURPOSE AS A NOT-FOR-PROFIT ORGANIZATION BY POSITIVELY IMPACTING THE MEMBERS OF THE COMMUNITIES THAT WE SERVE. THOUSANDS OF PEOPLE HAVE BENEFITED FROM THE COMPASSIONATE CARE AND EXPERTISE OF OUR PHYSICIANS, NURSES, ASSOCIATES AND VOLUNTEERS.EXAMPLES OF PROGRAMS BENEFITING THE BROADER COMMUNITY INCLUDE, BUT ARE NOT LIMITED TO:- EMS OUTREACH & EDUCATION- GO RED - HEART HEALTH AWARENESS CAMPAIGN- COLORECTAL AWARENESS CAMPAIGN- JOURNEY TO REMEMBER RAISED FUNDS FOR THE HEART PROGRAM- BREAST CANCER AWARENESS CAMPAIGN- KIDS CLINIC FOR CHILDREN WHO HAVE BEEN SEXUALLY ABUSED- CHILDREN'S DEVELOPMENTAL CENTER SUPPORT- BABY FAIR- CHEST PAIN CENTER- BONE DENSITY SCREENINGS- CARDIAC RISK ASSESSMENT SCREENINGS- PROSTATE CANCER AWARENESS CAMPAIGN & SCREENINGS- KIDNEY DISEASE SCREENINGS- SKIN CANCER SCREENINGS- CANCER RESOURCE CENTER- MEDICARE ELIGIBILITY PROGRAM- BREAST CANCER SURVIVOR SUPPORT GROUP- MENDED HEARTS SUPPORT GROUP- FAMILY BIRTH EDUCATION & CLINICS- DIABETIC EDUCATION- WOMEN'S RESOURCE CENTER- CONGESTIVE HEART FAILURE CLINIC- TV AND RADIO PSAS- BREASTFEEDING CLASS AND CLINIC- SMOKING CESSATION- COMMUNITY BLOOD DRIVESAS HEALTHCARE CONTINUES TO CHANGE, LIMA MEMORIAL WILL CONTINUE TO PROVIDE THE HIGHEST QUALITY OF CARE IN A FAMILY ATMOSPHERE TO OUR PATIENTS BY CONTINUALLY ADVANCING OUR SERVICES AND FACILITIES. IN ADDITION, THE HEALTH SYSTEM SUPPORTS OUR COMMUNITIES, NOT ONLY THROUGH COMPREHENSIVE HEALTHCARE, BUT THROUGH OUTREACH ACTIVITIES SUCH AS HEALTHCARE AWARENESS AND PREVENTION PROGRAMS, FREE PUBLIC HEALTH SCREENINGS, FINANCIAL SUPPORT FOR MANY COMMUNITY NON-PROFIT ORGANIZATIONS, AND OUTREACH TO THE UNDERSERVED.COMMUNITY BENEFIT DEFINITIONSLIMA MEMORIAL HEALTH SYSTEM'S 2024 COMMUNITY BENEFIT REPORT WAS PREPARED IN ACCORDANCE WITH THE REPORTING GUIDELINES PUBLISHED BY THE CATHOLIC HEALTH ASSOCIATION. COMMUNITY BENEFITS REPORTED BY THE HEALTH SYSTEM RESPOND TO AN IDENTIFIED COMMUNITY NEED AND MEET AT LEAST ONE OF THE FOLLOWING CRITERIA:- GENERATE A LOW OR NEGATIVE MARGIN;- RESPOND TO THE NEEDS OF SPECIAL POPULATIONS, SUCH AS MINORITIES, FRAIL, ELDERLY, POOR PERSONS WITH DISABILITIES, THE CHRONICALLY MENTALLY ILL, AND PERSONS WITH AIDS; AND-SUPPLY SERVICES OR PROGRAMS THAT WOULD LIKELY BE DISCONTINUED IF THE DECISION WERE MADE ON A PURELY FINANCIAL BASIS.THESE SERVICES INCLUDE:- COMMUNITY HEALTH SERVICES- HEALTH PROFESSIONS EDUCATION- SUBSIDIZED HEALTH SERVICES- RESEARCH ACTIVITIES- FINANCIAL CONTRIBUTIONS- COMMUNITY BUILDING ACTIVITIES- COMMUNITY BENEFIT OPERATIONS- COST OF CHARITY CARE- GOVERNMENT SPONSORED HEALTH CAREExpenses $233,728,014 · grants $140,060 · revenue $310,806,728
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-1883284
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E210)
- Assets (IRS master file)
- $604,121,346
- Income (IRS master file)
- $318,096,912
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $317,901,718 | $287,966,352 | $604,121,346 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $297,520,103 | $277,790,859 | $564,316,732 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $291,840,226 | $257,732,854 | $536,035,911 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 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 34-1883284).
Questions about LIMA MEMORIAL JOINT OPERATING COMPANY
- What is the EIN of LIMA MEMORIAL JOINT OPERATING COMPANY?
- The employer identification number (EIN) of LIMA MEMORIAL JOINT OPERATING COMPANY is 34-1883284.
- Is LIMA MEMORIAL JOINT OPERATING COMPANY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LIMA MEMORIAL JOINT OPERATING COMPANY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does LIMA MEMORIAL JOINT OPERATING COMPANY 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 LIMA MEMORIAL JOINT OPERATING COMPANY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIMA MEMORIAL JOINT OPERATING COMPANY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LIMA MEMORIAL JOINT OPERATING COMPANY?
- The 990 for the year ended December 31, 2024 names MICHAEL D SWICK.
- Who are the officers and directors of LIMA MEMORIAL JOINT OPERATING COMPANY?
- The 990 for the year ended December 31, 2024 lists 24 people; 12 received compensation from the organization, the highest $811,265 (MICHAEL D SWICK, PRESIDENT/CEO (SEE SCH J)).
- How much revenue does LIMA MEMORIAL JOINT OPERATING COMPANY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $317,901,718, expenses of $287,966,352 and total assets of $604,121,346 at year end.
Other nonprofits in LIMA
- HEALTH PARTNERS OF WESTERN OHIO EIN 56-2330309 · last filed 990 for 2025
- LIMA MEMORIAL PROFESSIONAL CORPORATION EIN 34-1935236 · last filed 990 for 2024
- LIMA CONVALESCENT HOME FOUNDATION INC EIN 34-4473976 · last filed 990 for 2025
- CANCER NETWORK OF WEST CENTRAL OHIO EIN 34-1971509 · last filed 990 for 2025
- CELINA PRO HEALTH EIN 26-3204931 · last filed 990 for 2025
- YMCA MEMORIAL BUILDING CORP EIN 24-1785183 · last filed 990 for 2025
- OHIO DENTAL ASSOCIATION EIN 23-7297936 · last filed 990-N for 2022
- NEW VISION MEDICAL LABORATORIES INC EIN 34-1937267 · last filed 990 for 2024