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Nonprofiteer
← BEACON HEALTH ALLIANCE INC

Form 990 for tax year 2022

Filed by BEACON HEALTH ALLIANCE INC.

Totals

Total revenue
$4,241,032
Total expenses
$19,519,469
Contributions and grants received
$35,923
Grants paid
$87,500
Program service revenue
$1,814,788
Investment income
$0
Other revenue
$2,390,321
Total assets, end of year
$63,247,486
Total liabilities, end of year
$41,359,671
Net assets or fund balances, end of year
$21,887,815
Program services expenses (Part IX)
$13,318,912
Management and general expenses
$6,200,557
Fundraising expenses
$0
Program service expenses (Part III)
$13,318,912

Program services were 68.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CAROL L SCHMIDT

    MINISTRY MARKET EXECUTIVE/PRESIDENT (START 1/2023)

    Total calculated
    $1,585,940
    From this org
    $0
    From related orgs
    $1,547,996
    Other
    $37,944
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $608,724 related
    Bonus
    $0 + $732,000 related
    Other
    $0 + $207,272 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $18,119 related
    Filer's total
    $0 + $1,585,940 related

  • JONATHAN SAMUEL NALLI FACHE

    INTERIM MARKET PRESIDENT (START 8/2022 - END 12/2022)

    Total calculated
    $2,386,194
    From this org
    $0
    From related orgs
    $2,332,003
    Other
    $54,191
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $972,482 related
    Bonus
    $0 + $1,119,600 related
    Other
    $0 + $239,921 related
    Deferred
    $0 + $12,529 related
    Nontaxable benefits
    $0 + $41,662 related
    Filer's total
    $0 + $2,386,194 related

  • JOSEPH G CACCHIONE MD FACC

    INTERIM MARKET PRESIDENT (START 7/2022 - END 8/2022)

    Total calculated
    $3,857,281
    From this org
    $0
    From related orgs
    $3,809,601
    Other
    $47,680
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,053,026 related
    Bonus
    $0 + $2,400,000 related
    Other
    $0 + $356,575 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $30,905 related
    Filer's total
    $0 + $3,857,281 related

  • DOUGLAS TODD MYERS

    CFO, MINISTRY MARKET (START 7/2022 - END 3/2023)

    Total calculated
    $333,808
    From this org
    $0
    From related orgs
    $313,904
    Other
    $19,904
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,927 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $57,977 related
    Deferred
    $0 + $6,635 related
    Nontaxable benefits
    $0 + $13,269 related
    Filer's total
    $0 + $333,808 related

  • MICHAEL MCCULLOUGH

    CFO, MINISTRY MARKET (START 3/2023)

    Total calculated
    $705,557
    From this org
    $0
    From related orgs
    $670,046
    Other
    $35,511
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,339 related
    Bonus
    $0 + $214,389 related
    Other
    $0 + $57,318 related
    Deferred
    $0 + $11,015 related
    Nontaxable benefits
    $0 + $24,496 related
    Filer's total
    $0 + $705,557 related

  • BENJAMIN JOHN PREDUM

    VP, OPERATIONS (END 7/2022)

    Total calculated
    $176,339
    From this org
    $161,220
    From related orgs
    $0
    Other
    $15,119
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $115,962
    Bonus
    $45,000
    Other
    $258
    Deferred
    $0
    Nontaxable benefits
    $15,119
    Filer's total
    $176,339

  • CHERYL D GUELDENZOPF

    VP, OPERATIONS (END 7/2022)

    Total calculated
    $280,977
    From this org
    $254,937
    From related orgs
    $0
    Other
    $26,040
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $169,641
    Bonus
    $59,800
    Other
    $25,496
    Deferred
    $13,503
    Nontaxable benefits
    $12,537
    Filer's total
    $280,977

  • DEAN DOUGLAS KINDLER MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $563,618
    From this org
    $518,985
    From related orgs
    $0
    Other
    $44,633
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $423,989
    Bonus
    $82,183
    Other
    $12,813
    Deferred
    $13,725
    Nontaxable benefits
    $30,908
    Filer's total
    $563,618

  • MELISSA BROWN RN

    VP, NURSING

    Total calculated
    $231,304
    From this org
    $158,578
    From related orgs
    $54,932
    Other
    $17,794
    Hours/week
    50 + 50 related

    Schedule J breakdown matched by us

    Base
    $139,466 + $53,780 related
    Bonus
    $18,452 + $923 related
    Other
    $660 + $229 related
    Deferred
    $8,021 + $5,554 related
    Nontaxable benefits
    $3,020 + $1,199 related
    Filer's total
    $169,619 + $61,685 related

  • THOMAS J ROHS JR MD

    PRESIDENT

    Total calculated
    $686,927
    From this org
    $639,645
    From related orgs
    $0
    Other
    $47,282
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $440,743
    Bonus
    $194,000
    Other
    $4,902
    Deferred
    $16,775
    Nontaxable benefits
    $30,507
    Filer's total
    $686,927

  • CAROLE JUDITH ABRAHAM RN

    REGISTERED NURSE

    Total calculated
    $396,165
    From this org
    $388,540
    From related orgs
    $0
    Other
    $7,625
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $388,540
    Bonus
    $0
    Other
    $0
    Deferred
    $7,625
    Nontaxable benefits
    $0
    Filer's total
    $396,165

  • DOUGLAS M WHITE RN

    REGISTERED NURSE

    Total calculated
    $320,355
    From this org
    $313,550
    From related orgs
    $0
    Other
    $6,805
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $313,550
    Bonus
    $0
    Other
    $0
    Deferred
    $6,805
    Nontaxable benefits
    $0
    Filer's total
    $320,355

  • GLORIA YOUNGBLOOD RN

    REGISTERED NURSE

    Total calculated
    $354,479
    From this org
    $348,379
    From related orgs
    $0
    Other
    $6,100
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $348,379
    Bonus
    $0
    Other
    $0
    Deferred
    $6,100
    Nontaxable benefits
    $0
    Filer's total
    $354,479

  • PRABHASH TATINENI

    CMIO

    Total calculated
    $379,369
    From this org
    $355,467
    From related orgs
    $0
    Other
    $23,902
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $296,054
    Bonus
    $57,120
    Other
    $2,293
    Deferred
    $17,297
    Nontaxable benefits
    $6,605
    Filer's total
    $379,369

  • YOHANNES ABEBE MD

    PHYSICIAN

    Total calculated
    $454,075
    From this org
    $443,400
    From related orgs
    $0
    Other
    $10,675
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $443,400
    Bonus
    $0
    Other
    $0
    Deferred
    $10,675
    Nontaxable benefits
    $0
    Filer's total
    $454,075

  • MARINA A HOUGHTON

    FORMER OFFICER (END 6/2022)

    Total calculated
    $491,082
    From this org
    $0
    From related orgs
    $455,790
    Other
    $35,292
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,888 related
    Bonus
    $0 + $105,000 related
    Other
    $0 + $4,902 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $20,042 related
    Filer's total
    $0 + $491,082 related

  • PETER UWE BERGMANN

    FORMER OFFICER (END 6/2022)

    Total calculated
    $718,688
    From this org
    $687,190
    From related orgs
    $0
    Other
    $31,498
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $335,933
    Bonus
    $164,500
    Other
    $186,757
    Deferred
    $8,983
    Nontaxable benefits
    $22,515
    Filer's total
    $718,688

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

  • 1a · Tax indemnification and gross-up payments
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
Peter Uwe Bergmann received gross-up payments that were treated as taxable compensation to the individual.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
A RELATED ORGANIZATION OF THE FILING ORGANIZATION, USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
Schedule J, Part I, Line 4a Severance or change-of-control payment
The following individual(s) received severance payments from the organization or a related organization during calendar year 2022: PETER UWE BERGMANN: $133,769
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS RECEIVED CURRENT YEAR DISTRIBUTIONS.

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

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.

Related partnerships

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

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202441309349305319

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