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← BROOKS HOME CARE ADVANTAGE

Form 990 for tax year 2022

Filed by BROOKS HOME CARE ADVANTAGE.

What the amendment changed

Compared with the return it replaced , filed 14 November 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$30,214,094
Total expenses
$35,184,323
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$25,048,180
Management and general expenses
$10,136,143
Fundraising expenses
$0
Program service expenses (Part III)
$25,048,180

Program services were 71.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DOUGLAS M BAER

    CEO

    Total calculated
    $2,466,414
    From this org
    $0
    From related orgs
    $2,402,243
    Other
    $64,171
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $553,510 related
    Bonus
    $0 + $222,958 related
    Other
    $0 + $1,625,775 related
    Deferred
    $0 + $47,500 related
    Nontaxable benefits
    $0 + $16,671 related
    Filer's total
    $0 + $2,466,414 related

  • DANIEL R CURRAN

    BOARD MEMBER/SECR. TREAS.

    Total calculated
    $457,234
    From this org
    $0
    From related orgs
    $438,079
    Other
    $19,155
    Hours/week
    2 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,812 related
    Bonus
    $0 + $124,783 related
    Other
    $0 + $1,484 related
    Deferred
    $0 + $13,223 related
    Nontaxable benefits
    $0 + $5,932 related
    Filer's total
    $0 + $457,234 related

  • J BRITTON TABOR

    BOARD MEMBER/SECR. TREAS.

    Total calculated
    $407,968
    From this org
    $0
    From related orgs
    $400,344
    Other
    $7,624
    Hours/week
    2 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,344 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,624 related
    Filer's total
    $0 + $407,968 related

  • BRUCE M JOHNSON

    BOARD MEMBER

    Total calculated
    $46,500
    From this org
    $0
    From related orgs
    $46,500
    Other
    $0
    Hours/week
    1 + 5 related

  • HOWARD C SERKIN

    BOARD MEMBER

    Total calculated
    $38,400
    From this org
    $0
    From related orgs
    $38,400
    Other
    $0
    Hours/week
    1 + 6 related

  • LEE LOMAX

    CHAIRMAN

    Total calculated
    $22,800
    From this org
    $0
    From related orgs
    $22,800
    Other
    $0
    Hours/week
    2

  • LYNN PAPPAS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STANLEY W CARTER

    BOARD MEMBER

    Total calculated
    $15,900
    From this org
    $0
    From related orgs
    $15,900
    Other
    $0
    Hours/week
    1

  • THOMAS BROTT MD

    BOARD MEMBER

    Total calculated
    $12,000
    From this org
    $0
    From related orgs
    $12,000
    Other
    $0
    Hours/week
    1

  • ERIC MANN

    BOARD MEMBER

    Total calculated
    $29,700
    From this org
    $0
    From related orgs
    $29,700
    Other
    $0
    Hours/week
    1 + 4 related

  • KRIS A ROBERTS

    COO

    Total calculated
    $389,104
    From this org
    $0
    From related orgs
    $359,631
    Other
    $29,473
    Hours/week
    15

    Schedule J breakdown matched by us

    Base
    $0 + $256,816 related
    Bonus
    $0 + $101,848 related
    Other
    $0 + $967 related
    Deferred
    $0 + $12,892 related
    Nontaxable benefits
    $0 + $16,581 related
    Filer's total
    $0 + $389,104 related

  • HEATHER L D'AMBROSIO

    ACCOUNT EXECUTIVE II

    Total calculated
    $222,534
    From this org
    $191,718
    From related orgs
    $0
    Other
    $30,816
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,577
    Bonus
    $0
    Other
    $141
    Deferred
    $10,995
    Nontaxable benefits
    $19,821
    Filer's total
    $222,534

  • JOSEPH WHITE

    ADMINISTRATOR

    Total calculated
    $149,179
    From this org
    $135,966
    From related orgs
    $0
    Other
    $13,213
    Hours/week
    40

  • DANIEL P ROSENBAUM

    PHYSICAL THERAPIST

    Total calculated
    $146,983
    From this org
    $123,180
    From related orgs
    $0
    Other
    $23,803
    Hours/week
    40

  • XAVIER DIMARANAN

    PHYSICAL THERAPIST

    Total calculated
    $126,998
    From this org
    $114,852
    From related orgs
    $0
    Other
    $12,146
    Hours/week
    40

  • HEATHER ROBINSON

    DIRECTOR MARKETING

    Total calculated
    $128,227
    From this org
    $114,241
    From related orgs
    $0
    Other
    $13,986
    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
  • 6a · Pay contingent on this organization's net earnings

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
  • 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)

PART I, LINE 4B
THE ORGANIZATION PROVIDES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN TO CERTAIN KEY EMPLOYEES. THE PLAN IS AN UNFUNDED DEFERRED COMPENSATION PLAN DESCRIBED IN SECTION 457(F) AND IS INTENDED FOR A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. AT THIS TIME, CONTRIBUTIONS TO AN INDIVIDUAL'S ACCOUNT UNDER THE PLAN ARE ON A PERCENTAGE OF THE INDIVIDUAL'S ANNUAL BASE SALARY AS APPROVED BY THE BOARD COMPENSATION COMMITTEE. VESTING IN THE PLAN FOR CURRENT MEMBERS OCCURS JANUARY 1, 2022, PROVIDED EMPLOYMENT IS MAINTAINED, AND DISREGARDING ACCELERATION DUE TO DEATH OR DISABILITY. FOR THE CURRENT TAX YEAR, PAYOUTS FROM THE PLAN FOR THE LISTED INDIVIDUALS WERE AS FOLLOWS, (LISTED AS A COMPONENT OF PART II, COLUMN (B)III AND COLUMN F): $1,621,914 - DOUGLAS M. BAER
PART I, LINE 6
THE COMPANY HAS A SUCCESS SHARING PLAN THAT INCLUDES MOST EMPLOYEES. PAYMENT IS CALCULATED AS A PERCENTAGE OF COMPENSATION AND IS TRIGGERED BY MEETING SPECIFIC OPERATIONAL AND FINANCIAL GOALS.
PART I, LINE 3:
THE ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS DIRECTLY. CERTAIN BOARD MEMBERS AND MANAGEMENT OFFICIALS ARE COMPENSATED BY BROOKS HEALTH SYSTEM, A RELATED ORGANIZATION. THE BOARD OF BROOKS HEALTH SYSTEM USES THE FOLLOWING METHODS TO DETERMINE EXECUTIVE COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION STUDY OR SURVEY - APPROVAL BY COMPENSATION COMMITTEE

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
2022
Filed
5 June 2024
IRS schema version
2022v5.0
Source object
202421659349300507

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