Skip to content
Nonprofiteer
← CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH

Form 990 for tax year 2023

Filed by CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH.

Totals

Total revenue
$293,078,327
Total expenses
$291,255,221
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$261,762,228
Management and general expenses
$29,492,993
Fundraising expenses
$0
Program service expenses (Part III)
$261,762,228

Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KEVIN B MAHONEY

    NETWORK EXEC., EX OFFICIO

    Total calculated
    $2,797,907
    From this org
    $0
    From related orgs
    $2,777,146
    Other
    $20,761
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,801,543 related
    Bonus
    $0 + $938,400 related
    Other
    $0 + $37,203 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,761 related
    Filer's total
    $0 + $2,797,907 related

  • DEBORAH A DRISCOLL MD

    NETWORK EXEC., EX OFFICIO

    Total calculated
    $2,158,287
    From this org
    $0
    From related orgs
    $2,124,039
    Other
    $34,248
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $751,288 related
    Bonus
    $0 + $1,132,980 related
    Other
    $0 + $239,771 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $1,248 related
    Filer's total
    $0 + $2,158,287 related

  • KEITH KASPER

    CONTROLLER, BOARD MEMBER

    Total calculated
    $2,047,033
    From this org
    $0
    From related orgs
    $1,810,167
    Other
    $236,866
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,066,738 related
    Bonus
    $0 + $507,150 related
    Other
    $0 + $236,279 related
    Deferred
    $0 + $218,400 related
    Nontaxable benefits
    $0 + $18,466 related
    Filer's total
    $0 + $2,047,033 related

  • MICHELE M VOLPE

    BOARD MEMBER

    Total calculated
    $1,411,758
    From this org
    $0
    From related orgs
    $1,396,534
    Other
    $15,224
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $862,368 related
    Bonus
    $0 + $376,308 related
    Other
    $0 + $157,858 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $15,224 related
    Filer's total
    $0 + $1,411,758 related

  • LORI GUSTAVE

    BOARD MEMBER

    Total calculated
    $1,045,582
    From this org
    $0
    From related orgs
    $905,147
    Other
    $140,435
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $532,155 related
    Bonus
    $0 + $244,388 related
    Other
    $0 + $128,604 related
    Deferred
    $0 + $111,300 related
    Nontaxable benefits
    $0 + $29,135 related
    Filer's total
    $0 + $1,045,582 related

  • HARVEY L WAXMAN MD

    BOARD MEMBER

    Total calculated
    $936,233
    From this org
    $0
    From related orgs
    $879,210
    Other
    $57,023
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $862,008 related
    Bonus
    $0
    Other
    $0 + $17,202 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $24,023 related
    Filer's total
    $0 + $936,233 related

  • KRISTEN RAINEAR MD

    CARDIOLOGIST

    Total calculated
    $888,695
    From this org
    $862,060
    From related orgs
    $0
    Other
    $26,635
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $744,460
    Bonus
    $114,058
    Other
    $3,542
    Deferred
    $0
    Nontaxable benefits
    $26,635
    Filer's total
    $888,695

  • BENJAMIN SILVERMAN MD

    INTERNIST

    Total calculated
    $879,559
    From this org
    $851,282
    From related orgs
    $0
    Other
    $28,277
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $742,269
    Bonus
    $107,779
    Other
    $1,234
    Deferred
    $0
    Nontaxable benefits
    $28,277
    Filer's total
    $879,559

  • JACK QUINLAN MD

    CARDIOLOGIST

    Total calculated
    $853,201
    From this org
    $826,648
    From related orgs
    $0
    Other
    $26,553
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $706,673
    Bonus
    $118,191
    Other
    $1,784
    Deferred
    $0
    Nontaxable benefits
    $26,553
    Filer's total
    $853,201

  • WILLIAM DUFFY MD

    INTERNIST

    Total calculated
    $836,743
    From this org
    $810,136
    From related orgs
    $0
    Other
    $26,607
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $620,277
    Bonus
    $187,019
    Other
    $2,840
    Deferred
    $0
    Nontaxable benefits
    $26,607
    Filer's total
    $836,743

  • GARY DORSHIMER MD

    INTERNIST

    Total calculated
    $805,320
    From this org
    $787,337
    From related orgs
    $0
    Other
    $17,983
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $687,450
    Bonus
    $90,207
    Other
    $9,680
    Deferred
    $0
    Nontaxable benefits
    $17,983
    Filer's total
    $805,320

  • ELIZABETH B JOHNSTON

    FORMER BOARD MEMBER

    Total calculated
    $680,271
    From this org
    $0
    From related orgs
    $658,654
    Other
    $21,617
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $349,913 related
    Bonus
    $0 + $289,884 related
    Other
    $0 + $18,857 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,617 related
    Filer's total
    $0 + $680,271 related

  • SCOTT SCHLEGEL

    EXECUTIVE DIRECTOR, EX OFFICIO

    Total calculated
    $659,844
    From this org
    $0
    From related orgs
    $582,783
    Other
    $77,061
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $339,440 related
    Bonus
    $0 + $144,813 related
    Other
    $0 + $98,530 related
    Deferred
    $0 + $50,634 related
    Nontaxable benefits
    $0 + $26,427 related
    Filer's total
    $0 + $659,844 related

  • CHARLES F ORELLANA MD

    SR MEDICAL DIRECTOR, BOARD MBR

    Total calculated
    $432,016
    From this org
    $413,414
    From related orgs
    $0
    Other
    $18,602
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $325,817
    Bonus
    $86,152
    Other
    $1,445
    Deferred
    $0
    Nontaxable benefits
    $18,602
    Filer's total
    $432,016

  • JOSEPH P HEANEY

    CFO, ASST CONTROLLER & SECRY

    Total calculated
    $412,159
    From this org
    $0
    From related orgs
    $385,336
    Other
    $26,823
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,859 related
    Bonus
    $0 + $85,477 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $26,823 related
    Filer's total
    $0 + $412,159 related

  • RONALD B BARG MD

    FORMER EXECUTIVE DIRECTOR

    Total calculated
    $173,964
    From this org
    $0
    From related orgs
    $162,317
    Other
    $11,647
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $157,014 related
    Bonus
    $0 + $3,400 related
    Other
    $0 + $1,903 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,647 related
    Filer's total
    $0 + $173,964 related

  • BERT W O'MALLEY JR MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 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 — 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, PART I, LINE 3
TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ---------------
SCHEDULE J, PART I, LINE 4B
PARTICIPATION IN A SUPP NONQUALIFIED PLAN CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR: DRISCOLL, DEBORAH A. - NO DISTRIBUTION GUSTAVE, LORI - $85,366 KASPER, KEITH - $198,644 MAHONEY, KEVIN B. - NO DISTRIBUTION SCHLEGEL, SCOTT - $51,449 VOLPE, MICHELE M. - $127,500 THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: DRISCOLL, DEBORAH A. - NO DISTRIBUTION QUINN, PETER D. - NO DISTRIBUTION WAXMAN, HARVEY L. - NO DISTRIBUTION ---------------
SCHEDULE J, PART I, LINE 7
PROVISION OF NON-FIXED PAYMENTS CLINICAL CARE ASSOCIATES PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. ---------------

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
202531349349312163

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

The source document this was parsed from is served over the API, which is where bulk and document access live.