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← SAMARITAN HOSPITAL AND THE EDDY

Form 990 for tax year 2022

Filed by SAMARITAN HOSPITAL AND THE EDDY.

Totals

Total revenue
$5,443,451
Total expenses
$6,171,818
Contributions and grants received
$5,146,333
Grants paid
$4,979,446
Program service revenue
$0
Investment income
$285,118
Other revenue
$12,000
Total assets, end of year
$24,630,863
Total liabilities, end of year
$2,078,922
Net assets or fund balances, end of year
$22,551,941
Program services expenses (Part IX)
$4,979,446
Management and general expenses
$0
Fundraising expenses
$1,192,372
Program service expenses (Part III)
$4,979,446

Program services were 80.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PETER SEMENZA

    DIRECTOR; SPHP VP, PHILANTHROPY

    Total calculated
    $487,287
    From this org
    $0
    From related orgs
    $425,787
    Other
    $61,500
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,270 related
    Bonus
    $0 + $72,500 related
    Other
    $0 + $10,017 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $38,625 related
    Filer's total
    $0 + $487,287 related

  • NANCY CLEMENTE

    DIRECTOR; SAMARITAN OCCUP THERAPY

    Total calculated
    $11,313
    From this org
    $0
    From related orgs
    $11,313
    Other
    $0
    Hours/week
    0.5 + 5 related

  • ROBERT BENTON MD

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN RETZLAFF

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARK RYAN

    DIRECTOR; TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH CELESTE

    DIRECTOR; SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SUSAN BIRKHEAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MOSHE BONDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ROBERT BRISTOL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES CONROY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ANN COONRAD RN

    DIRECTOR THRU 12/22

    Total calculated
    $0
    Hours/week
    0.5

  • DIANNE DECURTIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • NANCY DORAN-HITE

    DIRECTOR AS OF 9/22

    Total calculated
    $0
    Hours/week
    0.5

  • LISA FANE

    DIRECTOR THRU 6/23

    Total calculated
    $0
    Hours/week
    0.5

  • THOMAS FARNAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KHRISTOPHER FITZGERALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ROBERTA HAYWARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • STEVEN HUNT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • REV EDWARD KACERGUIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LAWRENCE KAUFMAN MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JINAH KIM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • GWEN KRAUSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MAYOR PATRICK MADDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES MCPARTLON III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MAUREEN NOONAN

    DIRECTOR THRU 12/22

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES REEKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • RICHARD ROWLANDS ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JOHN SHARTRAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CINDY WILLIAMS

    DIRECTOR THRU 1/23

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES REED MD

    SPHP PRESIDENT & CEO THROUGH 12/22

    Total calculated
    $1,424,370
    From this org
    $0
    From related orgs
    $1,298,979
    Other
    $125,391
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $724,116 related
    Bonus
    $0 + $326,250 related
    Other
    $0 + $248,613 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $102,516 related
    Filer's total
    $0 + $1,424,370 related

  • STEVEN HANKS MD

    PRES & CEO-NY REGION AS OF 1/23

    Total calculated
    $1,029,153
    From this org
    $0
    From related orgs
    $880,801
    Other
    $148,352
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $641,528 related
    Bonus
    $0 + $150,000 related
    Other
    $0 + $89,273 related
    Deferred
    $0 + $107,475 related
    Nontaxable benefits
    $0 + $40,877 related
    Filer's total
    $0 + $1,029,153 related

  • THOMAS ROBERT

    VP, CFO & TREASURER - NY REGION

    Total calculated
    $826,516
    From this org
    $0
    From related orgs
    $683,308
    Other
    $143,208
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $479,921 related
    Bonus
    $0 + $117,349 related
    Other
    $0 + $86,038 related
    Deferred
    $0 + $101,919 related
    Nontaxable benefits
    $0 + $41,289 related
    Filer's total
    $0 + $826,516 related

  • KATHLEEN ZIOBROWSKI

    DIRECTOR OF PLANNED GIVING

    Total calculated
    $129,216
    From this org
    $119,303
    From related orgs
    $0
    Other
    $9,913
    Hours/week
    30 + 10 related

  • DENISE MORMINO

    FORMER OFF; NY REGIONAL CONTROLLER

    Total calculated
    $359,482
    From this org
    $0
    From related orgs
    $305,544
    Other
    $53,938
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,756 related
    Bonus
    $0 + $52,678 related
    Other
    $0 + $1,110 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $31,063 related
    Filer's total
    $0 + $359,482 related

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, and on a Form 990-PF Part VIII's — 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

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

The filer's explanations (Part III)

PART I, LINE 3
SAMARITAN HOSPITAL AND THE EDDY FOUNDATION IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SAMARITAN HOSPITAL AND THE EDDY FOUNDATION'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SAMARITAN HOSPITAL AND THE EDDY FOUNDATION'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2022 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: STEVEN HANKS - $71,732 JAMES REED - $182,159 THOMAS ROBERT - $71,811 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUAL FOR 2022 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: STEVEN HANKS - $93,750 THOMAS ROBERT - $79,044 THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($305,000 FOR 2022). THE FOLLOWING PAYOUT FOR 2022 FOR THIS PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: PETER SEMENZA - $3,039

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349305600

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

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