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Nonprofiteer
← ARH MARY BRECKINRIDGE HEALTH SERVICES INC

Form 990 for tax year 2023

Filed by ARH MARY BRECKINRIDGE HEALTH SERVICES INC.

Totals

Total revenue
$128,271,059
Total expenses
$98,997,873
Contributions and grants received
$0
Grants paid
$30,624
Program services expenses (Part IX)
$86,211,450
Management and general expenses
$12,786,423
Fundraising expenses
$0
Program service expenses (Part III)
$86,211,450

Program services were 87.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HOLLIE P HARRIS

    PRESIDENT/CEO

    Total calculated
    $1,227,568
    From this org
    $0
    From related orgs
    $1,115,375
    Other
    $112,193
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $938,382 related
    Bonus
    $0 + $176,400 related
    Other
    $0 + $593 related
    Deferred
    $0 + $84,230 related
    Nontaxable benefits
    $0 + $27,963 related
    Filer's total
    $0 + $1,227,568 related

  • BYRON GABBARD

    TREASURER

    Total calculated
    $557,174
    From this org
    $0
    From related orgs
    $505,151
    Other
    $52,023
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $424,510 related
    Bonus
    $0 + $80,000 related
    Other
    $0 + $641 related
    Deferred
    $0 + $52,023 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $557,174 related

  • CHRISTI LEE

    CHIEF LEGAL COUNCIL

    Total calculated
    $510,349
    From this org
    $0
    From related orgs
    $426,815
    Other
    $83,534
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $354,644 related
    Bonus
    $0 + $71,800 related
    Other
    $0 + $371 related
    Deferred
    $0 + $44,630 related
    Nontaxable benefits
    $0 + $38,904 related
    Filer's total
    $0 + $510,349 related

  • ANDREA MASSEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • THOMAS MOORE MD

    GASTROENTEROLOGIST

    Total calculated
    $580,168
    From this org
    $572,915
    From related orgs
    $0
    Other
    $7,253
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $572,915
    Bonus
    $0
    Other
    $0
    Deferred
    $6,813
    Nontaxable benefits
    $440
    Filer's total
    $580,168

  • JAMES WEST

    HOSPITALIST

    Total calculated
    $486,660
    From this org
    $470,888
    From related orgs
    $0
    Other
    $15,772
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $470,888
    Bonus
    $0
    Other
    $0
    Deferred
    $14,989
    Nontaxable benefits
    $783
    Filer's total
    $486,660

  • LARRY E WARREN

    FAMILY PHYSICIAN

    Total calculated
    $450,179
    From this org
    $446,259
    From related orgs
    $0
    Other
    $3,920
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $446,259
    Bonus
    $0
    Other
    $0
    Deferred
    $3,300
    Nontaxable benefits
    $620
    Filer's total
    $450,179

  • JERRY L WOOLUM

    FAMILY PHYSICIAN

    Total calculated
    $410,130
    From this org
    $396,179
    From related orgs
    $0
    Other
    $13,951
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $396,179
    Bonus
    $0
    Other
    $0
    Deferred
    $13,327
    Nontaxable benefits
    $624
    Filer's total
    $410,130

  • PETER KUMMANT

    GENERAL SURGEON

    Total calculated
    $375,063
    From this org
    $359,673
    From related orgs
    $0
    Other
    $15,390
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $359,673
    Bonus
    $0
    Other
    $0
    Deferred
    $14,514
    Nontaxable benefits
    $876
    Filer's total
    $375,063

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 6b · Pay contingent on a related 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
  • 6a · Pay contingent on this 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 RELATED ORGANIZATION (APPALACHIAN REGIONAL HEALTHCARE, INC. - 52-0795508) USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION FOR ITS CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE RELATED ORGANIZATION, APPALACHIAN REGIONAL HEALTHCARE, INC. (52-0795508) ("ARH"), PROVIDES SENIOR EXECUTIVES A CONTRIBUTION 3, 5, OR 7 PERCENT OF PAY (SUBJECT TO DOLLAR CAP), DEPENDING ON JOB TITLE, INTO THE TOP HAT 457(B) RETIREMENT PLAN. THE CONTRIBUTION AND EARNINGS ARE TAX DEFERRED UNTIL ASSETS ARE DISTRIBUTED OR WITHDRAWN. THE MAXIMUM CONTRIBUTION IS SUBJECT TO THE IRS COMPENSATION CAP, WHICH ALLOWS A CONTRIBUTION OF UP TO $22,500 IN 2023. THIS CONTRIBUTION TOTAL IS AN AGGREGATE TOTAL REGARDLESS OF WHETHER ARH OR THE EXECUTIVE MAKES THE CONTRIBUTION. CONTRIBUTION TO THE 457(B) DOES NOT AFFECT THE AMOUNTS THE EXECUTIVE MIGHT CONTRIBUTE TO THE 403(B)-THRIFT PLAN. THE EXECUTIVE MAY CONTRIBUTE HIS/HER OWN MONEY TO THE PLAN PRE-TAX, TO THE EXTENT THE IRS CAPS ALLOW ROOM AFTER ARH'S CONTRIBUTION. CATCH UP CONTRIBUTIONS ARE ALLOWED WITHIN IRS LIMITS IN THE LAST THREE YEARS PRIOR TO RETIREMENT (AND, IF THE 3, 5 OR 7 PERCENT OF PAY EXCEEDS THE REGULAR DOLLAR CAP, ARH MAY USE THE BALANCE OF THE PERCENTAGE TO FUND UP THE CATCH-UP LIMIT). BENEFITS ARE SUBJECT TO SOCIAL SECURITY AND MEDICARE TAXES AS THEY ACCRUE. THE FUNDS ARE INVESTED AS DIRECTED BY THE EXECUTIVE, BUT THE ACCOUNT REMAINS A GENERAL ASSET OF ARH. IF ARH BECOMES INSOLVENT, THE EXECUTIVE WILL BE AN UNSECURED CREDITOR AND WILL HAVE NO PREFERRED CLAIM TO ANY ASSETS. IF THE FUNDING OF THE 457(B), INCLUDING ANY CATCH-UP PROVISIONS, IS LESS THAN THE 3,5 OR 7 PERCENT OF BASE PAY, THEN ARH WILL CONTRIBUTE THE REMAINDER TO A 457(F) PLAN. INDIVIDUALS PARTICIPATING IN THE 457(F) PLAN AND THE RESPECTIVE EMPLOYER CONTRIBUTIONS FOR EACH INCLUDE: HOLLIE HARRIS - $39,240; BYRON GABBARD - $7,022.50; CHRISTI LEE - $2,630.
PART I, LINE 6
THE COMPENSATION AND CONTRACTS COMMITTEE OF THE RELATED ORGANIZATION (APPALACHIAN REGIONAL HEALTHCARE, INC. - 52-0795508) BOARD OF TRUSTEES ADOPTED A SHORT-TERM INCENTIVE COMPENSATION PROGRAM FOR EXECUTIVES IN SEPTEMBER 2002. THE PROGRAM ESTABLISHED INCENTIVES FOR ACHIEVING SYSTEM AND COMMUNITY OBJECTIVES FOR EXECUTIVE LEADERSHIP BY INTEGRATING THE PERFORMANCE MANAGEMENT AND EXECUTIVE COMPENSATION SYSTEMS. THE INCENTIVE THRESHOLDS HAVE BEEN MODIFIED ACROSS TIME TO REFLECT INCREASED PERFORMANCE EXPECTATIONS AS IDENTIFIED IN THE SYSTEM'S STRATEGIC, BUDGET AND OPERATIONS PLAN. THE INCENTIVE AWARDS PROVIDE ADDITIONAL CASH COMPENSATION AS A PERCENTAGE OF BASE SALARY IN RELATION TO LEVELS OF ACHIEVEMENT. THESE ACHIEVEMENT LEVELS RANGE FROM THRESHOLD (LOWEST) TO TARGET (10% ABOVE THE THRESHOLD), AND MAXIMUM (HIGHEST AND 20% ABOVE THE THRESHOLD) AND VARY BASED UPON EXECUTIVE LEVEL. THE EXECUTIVE INCENTIVE PLAN WILL BE ADMINISTERED IN ACCORDANCE WITH THE FOLLOWING GUIDELINES: A. OBJECTIVES AND TARGETS ARE SET THROUGH THE STRATEGIC PLANNING, BUDGETING AND PERFORMANCE MANAGEMENT PROCESSES. B. SYSTEM MARGIN AND CASH BUDGET THRESHOLDS MUST BE MET BEFORE INDIVIDUAL AWARDS WILL BE CONSIDERED. C. AWARDS WILL BE CONSIDERED AS HAVING BEEN EARNED UPON AFFIRMATION BASED ON AUDITED FINANCIAL RESULTS AND ACTUAL OPERATING PERFORMANCE. D. THE PRESIDENT AND CEO WILL RECOMMEND PAYMENT OF INDIVIDUAL AWARDS, IF ANY, TO THE COMPENSATION AND CONTRACTS COMMITTEE FOR CONSIDERATION. E. THE COMPENSATION AND CONTRACTS COMMITTEE MAY ACCEPT, REJECT, OR MODIFY THE PRESIDENT AND CEO'S RECOMMENDATION.

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
202511349349304941

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

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