Skip to content
Nonprofiteer
← ANDERSON HEALTHCARE

Form 990 for tax year 2023

Filed by ANDERSON HEALTHCARE.

Totals

Total revenue
$36,844,185
Total expenses
$57,658,849
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$32,486,420
Investment income
-$598,758
Other revenue
$4,956,523
Total assets, end of year
$42,920,988
Total liabilities, end of year
$17,609,890
Net assets or fund balances, end of year
$25,311,098
Program services expenses (Part IX)
$49,449,261
Management and general expenses
$8,209,588
Fundraising expenses
$0
Program service expenses (Part III)
$49,449,261

Program services were 85.8% 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: NET PATIENT REVENUE

    total $32,486,420 · related or exempt $32,486,420

  • 3 · Investment income

    total $23,681 · excluded $23,681

  • 6a · Gross rents

    real property $3,495,538

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $3,495,538

  • 6d · Net rental income or loss

    total $3,495,538 · excluded $3,495,538

  • 7b · Less cost or other basis and sales expenses

    securities $24,678 · other assets $597,761

  • 7c · Gain or loss

    securities -$24,678 · other assets -$597,761

  • 7d · Net gain or loss

    total -$622,439 · excluded -$622,439

  • 11a · Other revenue: OTHER MEDICAL REVENUE

    total $1,307,384 · related or exempt $1,307,384

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $153,601 · excluded $153,601

  • 11e · Other revenue, total

    $1,460,985

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,160,079 · management and general $1,160,079

  • 7 · Other salaries and wages

    total $30,789,285 · program services $29,829,738 · management and general $959,547

  • 8 · Pension plan contributions

    total $343,101 · program services $343,101

  • 9 · Other employee benefits

    total $1,030,935 · program services $1,016,205 · management and general $14,730

  • 10 · Payroll taxes

    total $1,830,715 · program services $1,711,888 · management and general $118,827

  • 11b · Fees: legal

    total $2,771 · management and general $2,771

  • 11c · Fees: accounting

    total $275 · program services $275

  • 11g · Fees: other

    total $11,515,890 · program services $8,440,175 · management and general $3,075,715

  • 12 · Advertising and promotion

    total $39,972 · management and general $39,972

  • 13 · Office expenses

    total $2,084,980 · program services $1,772,044 · management and general $312,936

  • 14 · Information technology

    total $230,799 · program services $196,158 · management and general $34,641

  • 16 · Occupancy

    total $5,193,226 · program services $3,056,845 · management and general $2,136,381

  • 17 · Travel

    total $11,949 · program services $9,889 · management and general $2,060

  • 20 · Interest

    total $253,703 · program services $253,703

  • 22 · Depreciation, depletion and amortization

    total $1,211,222 · program services $1,211,222

  • 23 · Insurance

    total $277,908 · program services $30,361 · management and general $247,547

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $1,389,172 · program services $1,389,172

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $185,222 · program services $105,557 · management and general $79,665

  • 24c · Other expenses: SMALL EQUIPMENT / TOOLS

    total $57,473 · program services $32,759 · management and general $24,714

  • 24d · Other expenses: MISCELLANEOUS

    total $50,172 · program services $50,169 · management and general $3

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $604,543 · end of year $1,836,084

  • 4 · Accounts receivable

    beginning of year $3,892,034 · end of year $3,002,063

  • 8 · Inventories for sale or use

    beginning of year $4,463 · end of year $6,948

  • 9 · Prepaid expenses and deferred charges

    beginning of year $45,554 · end of year $253,745

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

    $41,540,490

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

    $6,876,469

  • 10c · Land, buildings and equipment, net

    beginning of year $36,653,990 · end of year $34,664,021

  • 11 · Investments: publicly traded securities

    beginning of year $280,364 · end of year $307,024

  • 14 · Intangible assets

    beginning of year $3,082,701 · end of year $2,341,953

  • 15 · Other assets

    beginning of year $364,665 · end of year $509,150

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,423,120 · end of year $4,018,256

  • 23 · Secured mortgages and notes payable

    beginning of year $5,749,602 · end of year $5,228,744

  • 25 · Other liabilities

    beginning of year $4,975,820 · end of year $8,362,890

  • 27 · Net assets without donor restrictions

    beginning of year $27,779,772 · end of year $25,311,098

Mission and programs · 2023

Mission

TO EXCEED EXPECTATIONS IN PROVIDING PERSONAL, CONVENIENT, QUALITY HEALTHCARE.

Activities or mission (Part I)

ANDERSON HEALTHCARE IS AN ILLINOIS NOT-FOR-PROFIT CORPORATION AND PARENT COMPANY THAT PRIMARILY EARNS REVENUE BY PROVIDING INPATIENT, OUTPATIENT, AND EMERGENCY CARE.

  • ANDERSON HEALTHCARE IS A PARENT ORGANIZATION OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE PURPOSES OF ANDERSON HOSPITAL AND COMMUNITY HOSPITAL OF STAUNTON.

    Expenses $49,449,261 · Revenue $33,793,804

As filed on the 2023 return.

Listed in Part VII

  • MARK SHASHEK

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5 + 4.5 related

  • GREGORY COFFEY

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • JOSEPH HAGERTY

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 0.25 related

  • JOSEPH SMITH

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.25 related

  • LAURA BERNAIX PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 0.25 related

  • FRANK FLANIGAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.25 related

  • THOMAS HULSEN MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25

  • DONALD KASUBKE

    BOARD MEMBER (UNTIL 4/23)

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • MICHAEL MARSHALL

    COO

    Total calculated
    $380,324
    From this org
    $327,905
    From related orgs
    $0
    Other
    $52,419
    Hours/week
    8 + 35.75 related

    Schedule J breakdown matched by us

    Base
    $322,019
    Bonus
    $0
    Other
    $5,886
    Deferred
    $23,000
    Nontaxable benefits
    $29,419
    Filer's total
    $380,324

  • KEITH PAGE

    PRESIDENT/CEO

    Total calculated
    $670,541
    From this org
    $560,441
    From related orgs
    $0
    Other
    $110,100
    Hours/week
    8 + 35.75 related

    Schedule J breakdown matched by us

    Base
    $552,284
    Bonus
    $0
    Other
    $8,157
    Deferred
    $89,703
    Nontaxable benefits
    $20,397
    Filer's total
    $670,541

  • PATRICK GARVEY

    CFO

    Total calculated
    $109,214
    From this org
    $103,223
    From related orgs
    $0
    Other
    $5,991
    Hours/week
    8 + 31 related

  • EDMUNDO RODRIGUEZ-FRIAS

    PHYSICIAN

    Total calculated
    $904,407
    From this org
    $874,725
    From related orgs
    $0
    Other
    $29,682
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $874,725
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $29,682
    Filer's total
    $904,407

  • RAFE HENG

    PHYSICIAN

    Total calculated
    $812,551
    From this org
    $776,737
    From related orgs
    $0
    Other
    $35,814
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $754,237
    Bonus
    $0
    Other
    $22,500
    Deferred
    $7,057
    Nontaxable benefits
    $28,757
    Filer's total
    $812,551

  • TIBOR KOPJAS

    PHYSICIAN

    Total calculated
    $642,442
    From this org
    $628,949
    From related orgs
    $0
    Other
    $13,493
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $628,949
    Bonus
    $0
    Other
    $0
    Deferred
    $4,500
    Nontaxable benefits
    $8,993
    Filer's total
    $642,442

  • RONALD GOULD

    PHYSICIAN

    Total calculated
    $702,803
    From this org
    $701,243
    From related orgs
    $0
    Other
    $1,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $681,743
    Bonus
    $0
    Other
    $19,500
    Deferred
    $0
    Nontaxable benefits
    $1,560
    Filer's total
    $702,803

  • JOEL FRANCO

    PHYSICIAN

    Total calculated
    $685,218
    From this org
    $651,950
    From related orgs
    $0
    Other
    $33,268
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $651,950
    Bonus
    $0
    Other
    $0
    Deferred
    $7,298
    Nontaxable benefits
    $25,970
    Filer's total
    $685,218

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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4B
NAME: KEITH PAGE, DESCRIPTION: 2023 ANNUAL CONTRIBUTION, CURRENT YEAR AMOUNT: $9,515. PLAN DESCRIPTION: SECTION 457(F) PLAN NAME: MICHAEL MARSHALL, DESCRIPTION: 2023 ANNUAL CONTRIBUTION, CURRENT YEAR AMOUNT: $12,975. PLAN DESCRIPTION: SECTION 457(F) PLAN NAME: RAFE HENG, DESCRIPTION: 2023 ANNUAL CONTRIBUTION, CURRENT YEAR AMOUNT: $22,500. PLAN DESCRIPTION: SECTION 457(F) PLAN NAME: RONALD GOULD, DESCRIPTION: 2023 ANNUAL CONTRIBUTION, CURRENT YEAR AMOUNT: $19,500. PLAN DESCRIPTION: SECTION 457(F) PLAN

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

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

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202433199349316103

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.