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Nonprofiteer
← EMMA PENDLETON BRADLEY HOSPITAL

Form 990 for tax year 2022

Filed by EMMA PENDLETON BRADLEY HOSPITAL.

Totals

Total revenue
$101,889,009
Total expenses
$104,334,472
Contributions and grants received
$1,852,448
Grants paid
$2,500
Program services expenses (Part IX)
$87,270,453
Management and general expenses
$16,735,127
Fundraising expenses
$328,892
Program service expenses (Part III)
$87,270,453

Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Timothy J Babineau

    Fmr Trustee

    Total calculated
    $6,836,842
    From this org
    $0
    From related orgs
    $6,453,503
    Other
    $383,339
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $1,010,777 related
    Bonus
    not reported + $3,000,000 related
    Other
    not reported + $2,442,726 related
    Deferred
    not reported + $358,564 related
    Nontaxable benefits
    not reported + $24,775 related
    Filer's total
    not reported + $6,836,842 related
  • Ziya L Gokaslan MD

    Trustee

    Total calculated
    $1,721,056
    From this org
    $0
    From related orgs
    $1,671,096
    Other
    $49,960
    Hours/week
    0.5 + 42.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,511,572 related
    Bonus
    not reported + $152,000 related
    Other
    not reported + $7,524 related
    Deferred
    not reported + $18,300 related
    Nontaxable benefits
    not reported + $31,660 related
    Filer's total
    not reported + $1,721,056 related
  • Paul J Adler

    Secretary

    Total calculated
    $889,150
    From this org
    $0
    From related orgs
    $744,106
    Other
    $145,044
    Hours/week
    2.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $616,787 related
    Bonus
    not reported
    Other
    not reported + $127,319 related
    Deferred
    not reported + $116,284 related
    Nontaxable benefits
    not reported + $28,760 related
    Filer's total
    not reported + $889,150 related
  • David A Kirshner

    Treasurer-11/22

    Total calculated
    $877,827
    From this org
    $0
    From related orgs
    $857,218
    Other
    $20,609
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported + $662,492 related
    Bonus
    not reported
    Other
    not reported + $194,726 related
    Deferred
    not reported + $12,141 related
    Nontaxable benefits
    not reported + $8,468 related
    Filer's total
    not reported + $877,827 related
  • G Alan Kurose

    Fmr Trustee

    Total calculated
    $700,640
    From this org
    $0
    From related orgs
    $636,825
    Other
    $63,815
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $589,012 related
    Bonus
    not reported + $36,227 related
    Other
    not reported + $11,586 related
    Deferred
    not reported + $39,196 related
    Nontaxable benefits
    not reported + $24,619 related
    Filer's total
    not reported + $700,640 related
  • Henry T Sachs III MD

    Pres. & CMO

    Total calculated
    $562,090
    From this org
    $0
    From related orgs
    $454,323
    Other
    $107,767
    Hours/week
    45 + 3 related

    Schedule J breakdown matched by us

    Base
    not reported + $382,245 related
    Bonus
    not reported
    Other
    not reported + $72,078 related
    Deferred
    not reported + $79,920 related
    Nontaxable benefits
    not reported + $27,847 related
    Filer's total
    not reported + $562,090 related
  • Karyn J Horowitz MD

    Chief Medical Officer

    Total calculated
    $456,662
    From this org
    $377,071
    From related orgs
    $0
    Other
    $79,591
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,000
    Bonus
    $52,896
    Other
    $20,175
    Deferred
    $49,009
    Nontaxable benefits
    $30,582
    Filer's total
    $456,662
  • Arthur J Sampson

    Trustee

    Total calculated
    $435,996
    From this org
    $0
    From related orgs
    $417,696
    Other
    $18,300
    Hours/week
    0 + 8 related

    Schedule J breakdown matched by us

    Base
    not reported + $412,504 related
    Bonus
    not reported
    Other
    not reported + $5,192 related
    Deferred
    not reported + $18,300 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $435,996 related
  • Eva Greenwood

    Treasurer

    Total calculated
    $233,888
    From this org
    $0
    From related orgs
    $198,973
    Other
    $34,915
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $134,109 related
    Bonus
    not reported + $50,000 related
    Other
    not reported + $14,864 related
    Deferred
    not reported + $27,186 related
    Nontaxable benefits
    not reported + $7,729 related
    Filer's total
    not reported + $233,888 related
  • Mary A Carskadon PhD

    Physician

    Total calculated
    $206,273
    From this org
    $183,706
    From related orgs
    $0
    Other
    $22,567
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,083
    Bonus
    not reported
    Other
    $4,623
    Deferred
    $10,877
    Nontaxable benefits
    $11,690
    Filer's total
    $206,273
  • Margaret R Paccione-Dyslewski PHD

    Dir. Behav. Ed.

    Total calculated
    $199,384
    From this org
    $167,801
    From related orgs
    $0
    Other
    $31,583
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,670
    Bonus
    not reported
    Other
    $5,131
    Deferred
    $10,063
    Nontaxable benefits
    $21,520
    Filer's total
    $199,384
  • Susan Lantz

    Interim CNO

    Total calculated
    $199,294
    From this org
    $178,032
    From related orgs
    $0
    Other
    $21,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,521
    Bonus
    not reported
    Other
    $511
    Deferred
    $10,778
    Nontaxable benefits
    $10,484
    Filer's total
    $199,294
  • Nicole A Nappe

    Clinical Mgr

    Total calculated
    $191,030
    From this org
    $152,670
    From related orgs
    $0
    Other
    $38,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,464
    Bonus
    not reported
    Other
    $206
    Deferred
    $9,560
    Nontaxable benefits
    $28,800
    Filer's total
    $191,030
  • Stephanie H D'Atri

    Dir. Early Child.

    Total calculated
    $190,981
    From this org
    $152,598
    From related orgs
    $0
    Other
    $38,383
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,403
    Bonus
    not reported
    Other
    $195
    Deferred
    $9,561
    Nontaxable benefits
    $28,822
    Filer's total
    $190,981
  • Ellen M Hallsworth

    Dir. REACH

    Total calculated
    $165,436
    From this org
    $159,945
    From related orgs
    $0
    Other
    $5,491
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,830
    Bonus
    $10,000
    Other
    $115
    Deferred
    not reported
    Nontaxable benefits
    $5,491
    Filer's total
    $165,436
  • Lawrence A Aubin Sr

    Chair

    Total calculated
    $0
    Hours/week
    0.5 + 7.5 related
  • Emanuel Barrows

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 6.5 related
  • Roger N Begin

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 10.5 related
  • Peter Capodilupo

    Vice Chair

    Total calculated
    $0
    Hours/week
    0 + 5 related
  • Sarah T Dowling JD LLM

    Trustee

    Total calculated
    $0
    Hours/week
    0 + 13 related
  • Edward D Feldstein Esq

    Trustee

    Total calculated
    $0
    Hours/week
    0.1 + 2 related
  • John Fernandez

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 48 related
  • Philip Kydd

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 6 related
  • Alan H Litwin

    Vice Chair

    Total calculated
    $0
    Hours/week
    0.5 + 9 related
  • Martha B Mainiero MD

    Trustee

    Total calculated
    $0
    Hours/week
    0.25 + 2.85 related
  • Steven Pare

    Trustee

    Total calculated
    $0
    Hours/week
    0 + 3 related
  • Lawrence B Sadwin

    Trustee

    Total calculated
    $0
    Hours/week
    5 + 12 related
  • Shivan Subramaniam

    Trustee

    Total calculated
    $0
    Hours/week
    0.25 + 5.25 related
  • Jane Williams PhD RN

    Trustee

    Total calculated
    $0
    Hours/week
    5 + 27 related
  • Michael L Hanna

    Trustee

    Total calculated
    $0
    Hours/week
    0.25 + 6.05 related
  • Peter K Markell

    EVP & CFO

    Total calculated
    $0
    Hours/week
    0

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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1a: Relevant information in regards to selections on 1a.
Tax Indemnification and Grossed Up Payments:The Lifespan Executive Long Term Disability program provides financial protection to designated Lifespan physicians and executives in the event that they become disabled. Premiums are paid to the insurance carrier by the insureds on an after-tax basis to allow for income replacement at a reasonable cost. The income associated with the premiums is grossed up to cover the total cost of the benefit as provided in the Lifespan Executive Benefit Plan and is included in Medicare wages, more specifically on Schedule J, Part II, Column B (iii).
Part I, Line 7: Non-Fixed payments not listed above
Certain physicians and executives participate in incentive compensation plans arranged through individual contractual agreements which stipulate non-fixed payments based on meeting criteria comprised of various quality and productivity markers.

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
14 August 2024
IRS schema version
2022v5.0
Source object
202412279349302361

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