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Nonprofiteer
← ALLIANCE HEALTH SERVICES INC

Form 990 for tax year 2023

Filed by ALLIANCE HEALTH SERVICES INC.

Totals

Total revenue
$26,751,302
Total expenses
$32,363,792
Contributions and grants received
$251,506
Grants paid
$0
Program services expenses (Part IX)
$25,392,750
Management and general expenses
$6,971,042
Fundraising expenses
$0
Program service expenses (Part III)
$25,392,750

Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Charles Lane

    Treasurer

    Total calculated
    $853,861
    From this org
    $0
    From related orgs
    $711,411
    Other
    $142,450
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $639,602 related
    Bonus
    $0
    Other
    $0 + $71,809 related
    Deferred
    $0 + $117,835 related
    Nontaxable benefits
    $0 + $24,615 related
    Filer's total
    $0 + $853,861 related

  • Eugene Cashman III

    PRESIDENT

    Total calculated
    $385,903
    From this org
    $315,375
    From related orgs
    $0
    Other
    $70,528
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $284,488
    Bonus
    $0
    Other
    $30,887
    Deferred
    $35,044
    Nontaxable benefits
    $35,484
    Filer's total
    $385,903

  • Michael Ugwueke

    CEO

    Total calculated
    $2,807,065
    From this org
    $0
    From related orgs
    $2,770,120
    Other
    $36,945
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,481,868 related
    Bonus
    $0
    Other
    $0 + $1,288,252 related
    Deferred
    $0 + $9,426 related
    Nontaxable benefits
    $0 + $27,519 related
    Filer's total
    $0 + $2,807,065 related

  • Monica Wharton

    SECRETARY

    Total calculated
    $776,441
    From this org
    $0
    From related orgs
    $641,917
    Other
    $134,524
    Hours/week
    2 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $561,748 related
    Bonus
    $0
    Other
    $0 + $80,169 related
    Deferred
    $0 + $110,409 related
    Nontaxable benefits
    $0 + $24,115 related
    Filer's total
    $0 + $776,441 related

  • Kathleen Forbes

    Board Member

    Total calculated
    $1,013,034
    From this org
    $0
    From related orgs
    $995,502
    Other
    $17,532
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,594 related
    Bonus
    $0
    Other
    $0 + $712,908 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $10,932 related
    Filer's total
    $0 + $1,013,034 related

  • Nikki Polis

    Board Member

    Total calculated
    $495,398
    From this org
    $0
    From related orgs
    $467,340
    Other
    $28,058
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,841 related
    Bonus
    $0
    Other
    $0 + $91,499 related
    Deferred
    $0 + $15,233 related
    Nontaxable benefits
    $0 + $12,825 related
    Filer's total
    $0 + $495,398 related

  • Brittany Hill

    DIRECTOR

    Total calculated
    $77,265
    From this org
    $68,371
    From related orgs
    $0
    Other
    $8,894
    Hours/week
    40

  • Joy Gribble

    APN -NP

    Total calculated
    $176,594
    From this org
    $159,667
    From related orgs
    $0
    Other
    $16,927
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,145
    Bonus
    $0
    Other
    $5,522
    Deferred
    $9,669
    Nontaxable benefits
    $7,258
    Filer's total
    $176,594

  • Meredith Brown

    DIRECTOR/Rehab Services

    Total calculated
    $158,212
    From this org
    $130,801
    From related orgs
    $0
    Other
    $27,411
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,801
    Bonus
    $0
    Other
    $0
    Deferred
    $2,771
    Nontaxable benefits
    $24,640
    Filer's total
    $158,212

  • Peter Azogini

    Occupational Therapist H C PRN

    Total calculated
    $116,643
    From this org
    $109,687
    From related orgs
    $0
    Other
    $6,956
    Hours/week
    40

  • Regina Baptiste

    DIRECTOR

    Total calculated
    $235,343
    From this org
    $195,448
    From related orgs
    $0
    Other
    $39,895
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,159
    Bonus
    $0
    Other
    $289
    Deferred
    $23,862
    Nontaxable benefits
    $16,033
    Filer's total
    $235,343

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT: $368,694 Kathleen Forbes
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE PURPOSE OF THE METHODIST LE BONHEUR HEALTHCARE CONSOLIDATED EXECUTIVE DEFERRED COMPENSATION PLAN IS TO PROVIDE RETIREMENT BENEFITS FOR CERTAIN EXECUTIVE LEVEL EMPLOYEES IN ADDITION TO THE BENEFITS PROVIDED THROUGH THE OTHER RETIREMENT PLANS THAT ARE SPONSORED BY THE COMPANY. IT IS INTENDED THAT THIS PLAN COMPLY WITH INTERNAL REVENUE CODE SECTION 457(F) AND QUALIFY FOR THE SHORT-TERM DEFERRAL EXCEPTION TO CODE SECTION 409A. UNDER THE PLAN, CORPORATE EXECUTIVES AT OR ABOVE THE VICE PRESIDENT LEVEL ARE ELIGIBLE TO RECEIVE EXECUTIVE DEFERRED COMPENSATION CREDITS DEPENDING ON THEIR POSITION CLASSIFICATION [6%, 8%, 10%, 12%, 15%, 25% OF BASE SALARY]. EACH PLAN YEAR, THE EXECUTIVE MUST ELECT A DEFERRED VESTING DATE TO BE APPLIED TO THE DEFERRED COMPENSATION CREDIT THAT WILL BE EARNED IN THAT PLAN YEAR. THE DEFERRED VESTING DATE IS SUBJECT TO A VESTING SCHEDULE THAT REQUIRES A MINIMUM DEFERRAL OF 5 YEARS TO BECOME VESTED. UPON REACHING AGE 55, THE MINIMUM DEFERRAL IS REDUCED TO 3 YRS. UPON REACHING AGE 60, THE MINIMUM DEFERRAL IS REDUCED TO 2 YRS. AT AGE 64, A CASH EQUIVALENT IS PROVIDED TO THE EXECUTIVE AND NO ADDITIONAL DEFERRALS ARE MADE UNDER THIS PLAN. RESTORATION BENEFIT PARTICIPANTS THAT WERE NEGATIVELY IMPACTED BY FREEZING THE RESTORATION PLAN WERE PROVIDED WITH AN ADDITIONAL ANNUAL EDCP CONTRIBUTION UNTIL AGE 65 DESIGNED TO KEEP THEM WHOLE. THE PLAN IS UNFUNDED WITH ALL BENEFITS PAID FROM THE COMPANY'S GENERAL ASSETS. HOWEVER, THE EXECUTIVE IS ALLOWED TO DIRECT THE INVESTMENTS OF HIS DEFERRED COMPENSATION CREDIT IN A MENU OF INVESTMENT ALTERNATIVES MADE AVAILABLE BY THE COMPANY. UPON VESTING, A DISTRIBUTION IS PROVIDED LESS APPLICABLE TAX. IN THE CASE OF A VOLUNTARY TERMINATION OF EMPLOYMENT BY THE EXECUTIVE OR INVOLUNTARY TERMINATION OF EMPLOYMENT FOR CAUSE BY THE COMPANY, THE NON-VESTED FUNDS ARE FORFEITED. ACCELERATED VESTING (100%) IS ALLOWED UPON DEATH, DISABILITY OR AN INVOLUNTARY TERMINATION BY THE COMPANY WITHOUT CAUSE. ALLOCATIONS TO THE 457(F) PLAN FOR THE YEAR INCLUDE THE FOLLOWING: $98,035 - CHARLES LANE $17,522 - EUGENE CASHMAN III $98,110 - MONICA WHARTON $11,931 - REGINA BAPTISTE THE FOLLOWING INDIVIDUALS RECEIVED 457(F) PAYOUTS. THIS AMOUNT REPRESENTS THE FULLY VESTED PORTION PURSUANT TO THE 457(F) PLAN. THIS AMOUNT WAS REFLECTED IN COLUMN (C) ON THE PRIOR YEARS FORM 990 AS REQUIRED. PAYOUTS FROM THE PLAN FROM FOR THE YEAR: $67,255 - CHARLES LANE $25,339 - EUGENE CASHMAN III $237,040 - KATHLEEN FORBES $76,607 - MONICA WHARTON $1,147,459 - MICHAEL UGWUEKE IN ADDITION, THE FOLLOWING INDIVIDUALS RECEIVED AN EXECUTIVE RETIREMENT LUMP SUM PAYOUT. ONCE AN EXECUTIVE REACHES THE AGE OF 64 THEN THEY ARE NO LONGER ELIGIBLE TO PARTICIPATE IN THE 457(F) PLAN. A LUMP SUM IS PAID ANNUALLY ON THE LAST PAY PERIOD OF THE YEAR, EQUIVALENT TO THE CONTRIBUTION THAT WOULD HAVE BEEN MADE TO THE 457(F) PLAN. THIS AMOUNT REPRESENTS THE FULLY VESTED PORTION PURSUANT TO THE 457(F) PLAN. THIS AMOUNT WAS REFLECTED IN COLUMN (C) ON THE PRIOR YEAR'S FORM 990 AS REQUIRED. PAYOUTS FROM THE EXECUTIVE RETIREMENT PLAN FOR THE YEAR: No Payouts Occurred during the year.

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
18 October 2024
IRS schema version
2023v5.1
Source object
202442929349300119

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

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