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Nonprofiteer
← MUNSON HOME CARE

Form 990 for tax year 2023

Filed by MUNSON HOME CARE.

Totals

Total revenue
$24,642,656
Total expenses
$26,383,317
Contributions and grants received
$650,364
Grants paid
$0
Program services expenses (Part IX)
$23,403,859
Management and general expenses
$2,953,362
Fundraising expenses
$26,096
Program service expenses (Part III)
$23,403,859

Program services were 88.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PAUL KONOPACKI

    CFO

    Total calculated
    $806,567
    From this org
    $0
    From related orgs
    $720,042
    Other
    $86,525
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $582,360 related
    Bonus
    not reported + $70,000 related
    Other
    not reported + $67,682 related
    Deferred
    not reported + $65,902 related
    Nontaxable benefits
    not reported + $20,623 related
    Filer's total
    not reported + $806,567 related

  • ROMAN BARRAZA MD

    MEDICAL DIRE

    Total calculated
    $410,838
    From this org
    $387,876
    From related orgs
    $0
    Other
    $22,962
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $358,447
    Bonus
    $29,130
    Other
    $299
    Deferred
    $13,711
    Nontaxable benefits
    $9,251
    Filer's total
    $410,838

  • KELLY TOMASZEWSKI

    DIRECTOR

    Total calculated
    $363,146
    From this org
    $0
    From related orgs
    $297,671
    Other
    $65,475
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $246,534 related
    Bonus
    not reported
    Other
    not reported + $51,137 related
    Deferred
    not reported + $42,498 related
    Nontaxable benefits
    not reported + $22,977 related
    Filer's total
    not reported + $363,146 related

  • SHARI WILSON

    PRESIDENT

    Total calculated
    $335,691
    From this org
    $0
    From related orgs
    $278,346
    Other
    $57,345
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $255,075 related
    Bonus
    not reported
    Other
    not reported + $23,271 related
    Deferred
    not reported + $37,927 related
    Nontaxable benefits
    not reported + $19,418 related
    Filer's total
    not reported + $335,691 related

  • KATHLEEN MALY

    FORMER INTER

    Total calculated
    $229,436
    From this org
    $0
    From related orgs
    $222,122
    Other
    $7,314

    Schedule J breakdown matched by us

    Base
    not reported + $84,251 related
    Bonus
    not reported + $75,000 related
    Other
    not reported + $62,871 related
    Deferred
    not reported + $2,947 related
    Nontaxable benefits
    not reported + $4,367 related
    Filer's total
    not reported + $229,436 related

  • DAWN HALLECK

    SECRETARY/TR

    Total calculated
    $216,861
    From this org
    $0
    From related orgs
    $175,229
    Other
    $41,632
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $169,371 related
    Bonus
    not reported
    Other
    not reported + $5,858 related
    Deferred
    not reported + $19,503 related
    Nontaxable benefits
    not reported + $22,129 related
    Filer's total
    not reported + $216,861 related

  • RENEE BAIRD

    PATIENT COOR

    Total calculated
    $175,946
    From this org
    $112,420
    From related orgs
    $2,869
    Other
    $60,657
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $106,490
    Bonus
    $5,500 + $2,869 related
    Other
    $430
    Deferred
    $37,987 + $60 related
    Nontaxable benefits
    $22,156 + $454 related
    Filer's total
    $172,563 + $3,383 related

  • KARLON ALTON

    DIRECTOR OF

    Total calculated
    $154,204
    From this org
    $124,254
    From related orgs
    $0
    Other
    $29,950
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,851
    Bonus
    $1,000
    Other
    $403
    Deferred
    $6,406
    Nontaxable benefits
    $23,544
    Filer's total
    $154,204

  • REBECCA WILLIAMS

    HOME CARE MA

    Total calculated
    $143,913
    From this org
    $129,331
    From related orgs
    $0
    Other
    $14,582
    Hours/week
    40

  • BILAL MALEK MD

    PHYSICIAN

    Total calculated
    $132,602
    From this org
    $121,051
    From related orgs
    $0
    Other
    $11,551
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 3
THE PROCESS FOR DETERMINING APPROPRIATE LEVELS OF PAY FOR EXECUTIVE POSITIONS WITHIN MUNSON HEALTHCARE SYSTEM IS CAREFULLY AND THOUGHTFULLY DIRECTED BY THE MUNSON HEALTHCARE BOARD OF DIRECTORS, THROUGH THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE. THE COMMITTEE UTILIZES "BEST PRACTICES" METHODS OF DETERMINING COMPENSATION AND, AS SUCH, IS COMPOSED OF SEVEN MEMBERS WHOSE VOTING MEMBERS ARE INDEPENDENT. THE COMMITTEE IS CHARGED WITH ENSURING THAT EXECUTIVE COMPENSATION IS DESIGNED TO ATTRACT AND RETAIN HIGH QUALITY, PROFESSIONAL LEADERSHIP WHILE MAINTAINING STRONG STEWARDSHIP FOR THE ORGANIZATION. COMPENSATION LEVELS REFLECT THE SCOPE OF EACH EXECUTIVE'S RESPONSIBILITIES, EDUCATIONAL BACKGROUND, EXPERIENCE, AND INDUSTRY STANDING AS WELL AS INDIVIDUAL AND ORGANIZATIONAL PERFORMANCE. ANNUALLY, THE COMMITTEE RETAINS A NATIONAL INDEPENDENT CONSULTANT TO ENSURE MUNSON HEALTHCARE'S COMPENSATION PRACTICES AND LEVELS ARE INDEPENDENTLY REVIEWED WHILE BEING COMPETITIVE AND REASONABLE. THE MUNSON HEALTHCARE CONFLICT, VALUATION AND COMPLIANCE ("CVC") COMMITTEE ALSO REVIEWS THE SURVEY INFORMATION TO EVALUATE THE REASONABLENESS OF EXECUTIVE COMPENSATION. THAT ANALYSIS OCCURS EACH NOVEMBER. THE COMPENSATION AND EXECUTIVE LEADERSHIP DEVELOPMENT COMMITTEE USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
SCHEDULE J, PAGE 1, PART I, LINE 4
PAUL KONOPACKI 0 56,002 0 KELLY TOMASZEWSKI 0 27,498 0 SHARI WILSON 0 26,000 0 DAWN HALLECK 0 10,491 0
SCHEDULE J, PAGE 1, PART I, LINE 7
MUNSON HEALTHCARE EXECUTIVES ARE ELIGIBLE FOR AN ANNUAL BONUS BASED ON MEETING ORGANIZATIONAL GOALS, WHICH ARE SET IN ADVANCE AND APPROVED BY THE COMPENSATION COMMITTEE OF THE MUNSON HEALTHCARE BOARD. THE GOALS INCLUDE A COMBINATION OF FINANCIAL TARGETS, STRATEGIC TARGETS AND OPERATIONAL TARGETS INCLUDING QUALITY HEALTHCARE DELIVERY, DISEASE MANAGEMENT, PATIENT SATISFACTION, EMPLOYEE SAFETY, AND EMPLOYEE ENGAGEMENT. AT THE END OF EACH FISCAL YEAR, THE COMPENSATION COMMITTEE OF THE MUNSON HEALTHCARE BOARD IS CHARGED WITH REVIEWING AND APPROVING EXECUTIVE BONUSES BASED ON PROGRESS TOWARD MEETING ORGANIZATIONAL GOALS.
SCHEDULE J, PART III
PART I, LINE 4B SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS SUBJECT TO REVIEW AND APPROVAL BY THE BOARD COMPENSATION AND EXECUTIVE LEADERSHIP COMMITTEE, IN ORDER TO RECRUIT AND MAINTAIN QUALIFIED EXECUTIVES, INCLUDING THE PRESIDENT AND VICE-PRESIDENTS OF MUNSON HEALTHCARE, A COMPETITIVE BENEFIT PACKAGE IS OFFERED WHICH INCLUDES PARTICIPATION IN A SUPPLEMENTAL RETIREMENT PLAN. ANNUAL CONTRIBUTIONS, AT MUNSON'S DISCRETION, ARE MADE TO THE PLAN IN ORDER TO ACHIEVE THE TARGETED RETIREMENT BENEFIT LEVEL. THESE RETIREMENT FUNDS ARE AVAILABLE TO THE PARTICIPANTS UPON THEIR RETIREMENT FROM MUNSON. PART II, COLUMN B(III) IN JULY 2023, MUNSON HEALTHCARE TRANSITIONED EXECUTIVE PTO FROM AN ACCRUAL PLAN TO AN UP FRONT ANNUAL ALLOTMENT PLAN WITH A USE-IT-OR-LOSE-IT BALANCE DISPOSITION. CURRENT EXECUTIVES ON THE PTO ACCRUAL PLAN WERE PAID OUT THEIR EXISTING BALANCES IN JULY 2023. THE FIRST 80 HOURS OF ACCRUED PTO WAS PAID AT 90% OF VALUE AND THE BALANCE WAS PAID AT 80% OF VALUE. THIS PAYOUT IS LESS FAVORABLE THAN EXISTING POLICY, WHICH PAYS OUT ACCRUED PTO AT 100% UPON SEPARATION OF EMPLOYMENT. THIS ONE-TIME PAYOUT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521349349306432

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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