Skip to content
Nonprofiteer
← THE WESTCHESTER MEDICAL PRACTICE PC

Form 990 for tax year 2022

Filed by THE WESTCHESTER MEDICAL PRACTICE PC.

Totals

Total revenue
$71,346,739
Total expenses
$91,593,606
Contributions and grants received
$16,218,868
Grants paid
$0
Program services expenses (Part IX)
$74,390,625
Management and general expenses
$17,202,981
Fundraising expenses
$0
Program service expenses (Part III)
$74,390,625

Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WILLIAM HIGGINS

    PRESIDENT

    Total calculated
    $616,614
    From this org
    $0
    From related orgs
    $573,171
    Other
    $43,443
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,982 related
    Bonus
    $0 + $83,765 related
    Other
    $0 + $61,425 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $28,193 related
    Filer's total
    $0 + $616,615 related

  • BOBBY JANDA

    CHIEF MEDICAL OFFICER

    Total calculated
    $516,470
    From this org
    $0
    From related orgs
    $463,440
    Other
    $53,030
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,493 related
    Bonus
    $0 + $73,411 related
    Other
    $0 + $28,537 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $37,780 related
    Filer's total
    $0 + $516,470 related

  • CRAIG HAMETZ

    PHYSICIAN

    Total calculated
    $982,776
    From this org
    $926,377
    From related orgs
    $0
    Other
    $56,399
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $777,035
    Bonus
    $48,542
    Other
    $100,800
    Deferred
    $15,830
    Nontaxable benefits
    $40,569
    Filer's total
    $982,776

  • HENRY MOYLE

    PHYSICIAN

    Total calculated
    $1,017,312
    From this org
    $970,542
    From related orgs
    $0
    Other
    $46,770
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $963,805
    Bonus
    $0
    Other
    $6,737
    Deferred
    $6,356
    Nontaxable benefits
    $40,414
    Filer's total
    $1,017,312

  • HOWARD TARKIN

    PHYSICIAN

    Total calculated
    $958,016
    From this org
    $899,059
    From related orgs
    $0
    Other
    $58,957
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $770,955
    Bonus
    $48,032
    Other
    $80,072
    Deferred
    $15,830
    Nontaxable benefits
    $43,127
    Filer's total
    $958,016

  • PATRICK THOMAS

    PHYSICIAN

    Total calculated
    $955,414
    From this org
    $896,457
    From related orgs
    $0
    Other
    $58,957
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $770,947
    Bonus
    $48,902
    Other
    $76,608
    Deferred
    $15,830
    Nontaxable benefits
    $43,127
    Filer's total
    $955,413

  • PHILIP CALENDA

    PHYSICIAN

    Total calculated
    $1,007,139
    From this org
    $967,253
    From related orgs
    $0
    Other
    $39,886
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $670,707
    Bonus
    $293,667
    Other
    $2,879
    Deferred
    $15,830
    Nontaxable benefits
    $24,056
    Filer's total
    $1,007,139

  • GARY J ZUAR

    FORMER OFFICER

    Total calculated
    $912,714
    From this org
    $0
    From related orgs
    $912,262
    Other
    $452
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $26,835 related
    Bonus
    $0 + $380,303 related
    Other
    $0 + $505,124 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $452 related
    Filer's total
    $0 + $912,715 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 Arrangement used to establish the top management official's compensation
COMPENSATION DECISIONS FOR THE PRESIDENT WAS DETERMINED BY A RELATED ORGANIZATION FOLLOWING THAT ORGANIZATION'S COMPENSATION POLICY.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AS REPORTED ON THE W-2: GARY ZUAR: $ 477,510
Schedule J, Part I, Line 7 Non-fixed payments
THE HIGHLY COMPENSATED EMPLOYEES OF THE ORGANIZATION LISTED ON SCHEDULE J, RECEIVED NON-FIXED CONTRACT BONUSES ACCORDING TO THE TERMS OF THEIR EMPLOYMENT CONTRACT.
Schedule J, Part I PART VII AND SCHEDULE J SUPPLEMENTAL INFORMATION
THE shareholder/officers identified IN PART VII are RESPONSIBLE FOR EXECUTING THE MISSION AND MANAGEMENT OF THE NEW YORK AND PRESBYTERIAN HOSPITAL (NYP) AND ITS AFFILIATED ENTITIES. COMPENSATION FOR 2022 OF THESE UPPER LEVEL EXECUTIVES INCLUDES THE PAYOUT OF AN ANNUAL INCENTIVE PLAN AND A LONG-TERM INCENTIVE PLAN. THIS PERFORMANCE-ORIENTED PROGRAM CONDITIONS PAYMENTS UPON THE ACHIEVEMENT OF MULTIPLE INDIVIDUAL AND GROUP PERFORMANCE MEASURES. MEASURES TO MONITOR PERFORMANCE INCLUDE: OPERATIONAL AND FINANCIAL STRENGTH, PATIENT QUALITY AND SAFETY, PATIENT SATISFACTION, ADVANCEMENT OF PATIENT CARE, AND PEOPLE DEVELOPMENT AND PARTNERSHIP. INCENTIVE AWARDS MAY ONLY BE GRANTED IF THE ORGANIZATION ACHIEVES A FINANCIAL SURPLUS. EVEN IF ALL RELEVANT PERFORMANCE MEASUREMENTS ARE ACHIEVED, THE NYP BOARD OF TRUSTEES RETAINS FULL DISCRETION TO MAKE OR NOT MAKE ANY INCENTIVE AWARDS, OR TO REDUCE THE AMOUNT OF ANY INCENTIVE AWARD. THIS INITIATIVE IS CRITICAL TO ASSURING THAT NYP HAS THE REQUISITE LEADERSHIP TO CREATE AND MANAGE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE, TO DRIVE SUPERIOR PERFORMANCE THROUGHOUT THE ORGANIZATION AND TO ACHIEVE TOP TIER MEDICAL CENTER STATUS. AS A SEPARATE MATTER, DUE TO RESTRICTIONS IMPOSED BY THE INTERNAL REVENUE CODE, UPPER LEVEL EXECUTIVES ARE LIMITED IN THE AMOUNT OF BENEFITS RECEIVED UNDER A TAX-QUALIFIED RETIREMENT PLAN. LIKE MANY EMPLOYERS, NYP SUPPLEMENTS THESE EXECUTIVES' PENSION BENEFITS THROUGH A SUPPLEMENTAL ("NONQUALIFIED") RETIREMENT PLAN. THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IS SUBJECT TO A MULTI-YEAR VESTING REQUIREMENT (COMMENCING AFTER FIVE YEARS OF PARTICIPATION IN THE SERP, IN PRORATED AMOUNTS THROUGH AGE 65) WHICH PLACES AN EXECUTIVE'S SUPPLEMENTAL RETIREMENT BENEFIT AT RISK OF FORFEITURE IF THE VESTING REQUIREMENTS ARE NOT SATISFIED. ONCE VESTED, HOWEVER, PROVISIONS OF THE INTERNAL REVENUE CODE REQUIRE THAT THE VESTED EXECUTIVE INCLUDE IN CURRENT INCOME THE VALUE OF HIS OR HER VESTED SUPPLEMENTAL RETIREMENT BENEFIT. NOTWITHSTANDING THE LEGAL REQUIREMENT TO RECOGNIZE THE VESTED VALUE OF THE SUPPLEMENTAL RETIREMENT BENEFIT AS CURRENT INCOME, THE SUPPLEMENTAL RETIREMENT BENEFIT WILL NOT BE DISTRIBUTED TO THE EXECUTIVE UNTIL THE EXECUTIVE ACTUALLY RETIRES FROM NYP (ALTHOUGH, AS PERMITTED BY THE INTERNAL REVENUE CODE, THE SUPPLEMENTAL RETIREMENT PLAN WILL EFFECT A DISTRIBUTION OF AN AMOUNT NECESSARY TO SATISFY THE EXECUTIVE'S TAX LIABILITY RESULTING FROM THE INCOME RECOGNITION UPON VESTING). AS NOTED, THIS SUPPLEMENTAL RETIREMENT BENEFIT WILL NOT BE DISTRIBUTED TO THE EXECUTIVE UNTIL THE EXECUTIVE ACTUALLY RETIRES FROM NYP. THERE ARE CONSTANTLY CHANGING LEGAL, TAX, ACCOUNTING, AND PUBLIC DISCLOSURE RULES FOR A SERP (SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN) IN NOT-FOR-PROFIT ORGANIZATIONS. THE EXECUTIVE COMPENSATION COMMITTEE CONTINUOUSLY MONITORS THESE CHANGES AND INCORPORATES ANY CHANGES INTO THE OVERALL SERP PLAN DESIGN. AS IN PAST YEARS, THE EXECUTIVE COMPENSATION COMMITTEE OF NYP REQUIRES A THIRD PARTY COMPLETE A REVIEW OF THE ORGANIZATION'S COMPENSATION PROGRAM TO ENSURE ITS EFFECTIVENESS IN TERMS OF GOVERNMENT REGULATIONS, MARKET CONDITIONS AND THE NEED TO CONTINUALLY ELEVATE ORGANIZATIONAL PERFORMANCE. THE REPORT ALSO SERVES TO MEET THE REGULATORY OBLIGATIONS TO ENSURE THAT ALL ELEMENTS OF THE EXECUTIVE COMPENSATION PROGRAMS ARE REASONABLE. THE INDIVIDUALS LISTED IN PART VII THAT ARE COMPENSATED BY NEW YORK AND PRESBYTERIAN HOSPITAL DEVOTE AN AVERAGE OF SIXTY HOURS PER WEEK TO PERFORM THEIR RESPONSIBILITIES FOR THE NEW YORK AND PRESBYTERIAN HOSPITAL AND OTHER RELATED ORGANIZATIONS IN THE AGGREGATE.

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
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202303139349300740

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.