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Nonprofiteer
← BUTLER HEALTH SYSTEM

Form 990 for tax year 2024

Filed by BUTLER HEALTH SYSTEM.

Totals

Total revenue
$1,651,300
Total expenses
$187,188
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$290,872
Investment income
$48,974
Other revenue
$1,311,454
Total assets, end of year
$21,289,122
Total liabilities, end of year
$14,727
Net assets or fund balances, end of year
$21,274,395
Program services expenses (Part IX)
$187,188
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$187,188

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: BUILDING RENTAL

    total $290,872 · related or exempt $290,872

  • 3 · Investment income

    total $48,974 · excluded $48,974

  • 11a · Other revenue: INVESTMENT IN CHARTWEL

    total $1,565,330 · related or exempt $1,565,330

  • 11b · Other revenue: INVESTMENT IN BRIDGES

    total -$253,876 · related or exempt -$253,876

  • 11e · Other revenue, total

    $1,311,454

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $73,579 · program services $73,579

  • 16 · Occupancy

    total $86,786 · program services $86,786

  • 22 · Depreciation, depletion and amortization

    total $12,666 · program services $12,666

  • 24a · Other expenses: REPAIRS & MAINTENANCE

    total $14,021 · program services $14,021

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $136 · program services $136

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $431,525 · end of year $2,332,745

  • 4 · Accounts receivable

    beginning of year $186,502 · end of year $156,568

  • 10a · Land, buildings and equipment: cost or other basis

    $5,294,781

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,842,815

  • 10c · Land, buildings and equipment, net

    beginning of year $464,634 · end of year $451,966

  • 12 · Investments: other securities

    beginning of year $9,575,104 · end of year $1,087,768

  • 15 · Other assets

    beginning of year $18,998,331 · end of year $17,260,075

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,954 · end of year $14,727

  • 25 · Other liabilities

    beginning of year $2,095,498 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $27,548,644 · end of year $21,274,395

Mission and programs · 2024

Mission

BUTLER HEALTH SYSTEM, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, EXISTS TO PROVIDE A TRUSTED DELIVERY OF CARE WHICH MAKES A POSITIVE IMPACT ON THE LIVES OF EVERY INDIVIDUAL WE TOUCH.

Activities or mission (Part I)

BUTLER HEALTH SYSTEM, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, WILL BE RECOGNIZED AS THE PREMIER PROVIDER OF HIGH QUALITY, VALUE-DRIVEN AFFORDABLE INTEGRATED CARE IN THE REGION. WE WILL ACHIEVE THIS THROUGH UNWAVERING COMMITMENT TO INDIVIDUAL AND ORGANIZATIONAL EXCELLENCE AND TECHNOLOGICAL INNOVATION.

  • BUTLER HEALTH SYSTEM IS THE SOLE CORPORATE MEMBER TO THE HOSPITAL (BUTLER HEALTHCARE PROVIDERS), THE PHYSICIANS' PRACTICE GROUP (BUTLER MEDICAL PROVIDERS), THE REAL ESTATE COMPANY (NIXSAR CORPORATION), THE FOUNDATION (BUTLER HEALTH SYSTEM FOUNDATION), AND CLARION HEALTHCARE SYSTEM, INC. BUTLER HEALTH SYSTEM DIRECTLY HOLDS THE BUILDING ASSETS FOR THE PRIMARY CARE ASSOCIATES PHYSICIAN PRACTICE AND A 51% INTEREST IN THE BUTLER AMBULATORY SURGERY CENTER.

    Expenses $187,188 · Revenue $1,602,326

As filed on the 2024 return.

Listed in Part VII

  • KENNETH P DEFURIO

    PRESIDENT & CEO

    Total calculated
    $3,637,924
    From this org
    $0
    From related orgs
    $3,614,613
    Other
    $23,311
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,015,575 related
    Bonus
    $0
    Other
    $0 + $2,599,038 related
    Deferred
    $0 + $5,175 related
    Nontaxable benefits
    $0 + $18,136 related
    Filer's total
    $0 + $3,637,924 related

  • PAUL BACHARACH

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • TIMOTHY MORGUS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4 + 5 related

  • PATRICK HAMPSON

    SECRETARY (UNTIL 12/17/24)

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • JEFFREY CURRY

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • ANIE PERARD MD

    TRUSTEE (UNTIL 12/31/24)/PHYSICIAN

    Total calculated
    $356,709
    From this org
    $0
    From related orgs
    $341,249
    Other
    $15,460
    Hours/week
    2 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $317,782 related
    Bonus
    $0
    Other
    $0 + $23,467 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $15,460 related
    Filer's total
    $0 + $356,709 related

  • JOHN REEFER MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • LARRY RICHERT

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • JAMES ADISEY MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $797,652
    From this org
    $0
    From related orgs
    $765,506
    Other
    $32,146
    Hours/week
    2 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $462,342 related
    Bonus
    $0 + $183,975 related
    Other
    $0 + $119,189 related
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $18,346 related
    Filer's total
    $0 + $797,652 related

  • TERESA PETRICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • JOHN SPHON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • DEBRA THOMPSON PHD RN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • DAVID ROTTINGHAUS

    PHYSICIAN & PROVIDER NETWORK PRESIDENT

    Total calculated
    $738,371
    From this org
    $0
    From related orgs
    $713,182
    Other
    $25,189
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,886 related
    Bonus
    $0
    Other
    $0 + $166,296 related
    Deferred
    $0 + $5,175 related
    Nontaxable benefits
    $0 + $20,014 related
    Filer's total
    $0 + $738,371 related

  • KAREN ALLEN

    PRESIDENT, BUTLER MEMORIAL & CLARION HOSPITALS

    Total calculated
    $574,055
    From this org
    $0
    From related orgs
    $548,866
    Other
    $25,189
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $486,730 related
    Bonus
    $0
    Other
    $0 + $62,136 related
    Deferred
    $0 + $5,175 related
    Nontaxable benefits
    $0 + $20,014 related
    Filer's total
    $0 + $574,055 related

  • THOMAS GENEVRO

    CHIEF HUMAN RESOURCES OFFICERS

    Total calculated
    $486,115
    From this org
    $0
    From related orgs
    $470,820
    Other
    $15,295
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,156 related
    Bonus
    $0
    Other
    $0 + $308,664 related
    Deferred
    $0 + $3,943 related
    Nontaxable benefits
    $0 + $11,352 related
    Filer's total
    $0 + $486,115 related

  • ROGER LUTZ

    CHIEF INFORMATION OFFICER

    Total calculated
    $438,353
    From this org
    $0
    From related orgs
    $412,850
    Other
    $25,503
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $368,219 related
    Bonus
    $0
    Other
    $0 + $44,631 related
    Deferred
    $0 + $5,175 related
    Nontaxable benefits
    $0 + $20,328 related
    Filer's total
    $0 + $438,353 related

  • THOMAS S ALBANESI JR CPA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $701,572
    From this org
    $0
    From related orgs
    $663,850
    Other
    $37,722
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,372 related
    Bonus
    $0
    Other
    $0 + $157,478 related
    Deferred
    $0 + $18,292 related
    Nontaxable benefits
    $0 + $19,430 related
    Filer's total
    $0 + $701,572 related

  • CAROL J FOX MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $698,282
    From this org
    $0
    From related orgs
    $675,147
    Other
    $23,135
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $518,439 related
    Bonus
    $0
    Other
    $0 + $156,708 related
    Deferred
    $0 + $21,355 related
    Nontaxable benefits
    $0 + $1,780 related
    Filer's total
    $0 + $698,282 related

  • ERIC HUSS

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $100,800
    From this org
    $0
    From related orgs
    $100,800
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $100,800 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $100,800 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

  • 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)

PART I, LINE 3
THE CEO IS PAID BY BUTLER HEALTHCARE PROVIDERS, A NONPROFIT RELATED CORPORATION. BUTLER HEALTHCARE PROVIDERS USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, INDEPENDENT LEGAL REVIEW, AND APPROVAL BY THE BOARD AND BOARD COMPENSATION COMMITTEE.
PART I, LINES 4A-B
BUTLER HEALTHCARE PROVIDERS, A RELATED ORGANIZATION UTILIZES A SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) TO RECRUIT AND RETAIN LEADERSHIP TALENT. VESTING PERIODS ARE 5 AND 10 YEARS, FOR ALL EXECUTIVES, WITH THE EXCEPTION OF THE PRESIDENT/CEO, AT AGE 65. THE THIRD VESTING PERIOD FOR THE PRESIDENT/CEO IS AGE 60. ELIGIBLE EXECUTIVES RECEIVE DISTRIBUTIONS UPON REACHING THE VESTING PERIODS. ALL CONTRIBUTIONS TO THE SERP HAVE BEEN REPORTED PREVIOUSLY AND ARE REPORTED ANNUALLY. THE ANNUAL ACCRUAL AMOUNTS FOR CALENDAR YEAR 2024 WERE: KENNETH P DEFURIO, $351,888; DAVID ROTTINGHAUS, $61,042; KAREN ALLEN, $60,001; ROGER LUTZ, $38,114; MICHAEL FIORINA, DO, $43,002. DURING CALENDAR YEAR 2024, ERIC HUSS RECEIVED SEVERANCE IN THE AMOUNT OF $34,328.
PART II
INDEPENDENCE HEALTH SYSTEM PRESIDENT & CEO KENNETH DEFURIO TURNED 60 DURING CALENDAR YEAR 2024. REACHING AGE 60 TRIGGERED A REQUIRED VESTED SERP PAYOUT OF $2,501,911. FOR THE PAST 18 YEARS, INDIVIDUAL SERP PAYMENTS FOR THE CEO HAD PREVIOUSLY BEEN REPORTED AS DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J. THIS REPORTED 2024 AMOUNT IS A TOTAL OF ALL PREVIOUSLY REPORTED FUNDING AMOUNTS. SERP PLANS ARE USED AS RECRUITMENT AND RETENTION VEHICLES IN A COMPETITIVE EXECUTIVE MARKET.

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.

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
2024
Filed
24 April 2026
IRS schema version
2024v5.5
Source object
202611359349316466

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