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← CAMC HEALTH EDUCATION AND RESEARCH INSTITUTE INC

Form 990 for tax year 2023

Filed by CAMC HEALTH EDUCATION AND RESEARCH INSTITUTE INC.

Totals

Total revenue
$16,876,808
Total expenses
$16,831,432
Contributions and grants received
$7,121,765
Grants paid
$31,922
Program service revenue
$5,033,755
Investment income
$0
Other revenue
$4,721,288
Total assets, end of year
$9,377,909
Total liabilities, end of year
$6,393,644
Net assets or fund balances, end of year
$2,984,265
Program services expenses (Part IX)
$13,682,423
Management and general expenses
$3,149,009
Fundraising expenses
$0
Program service expenses (Part III)
$13,682,423

Program services were 81.3% 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.

  • 1d · Related organizations

    $1,830,047

  • 1e · Government grants (contributions)

    $2,847,165

  • 1f · All other contributions, gifts and grants

    $2,444,553

  • 2a · Program service revenue: EDUCATION SERVICES

    total $3,736,487 · related or exempt $3,736,487

  • 2b · Program service revenue: RESEARCH REVENUE

    total $1,297,268 · excluded $1,297,268

  • 11a · Other revenue: AFFILIATE TRANSFER

    total $4,721,288 · related or exempt $4,721,288

  • 11e · Other revenue, total

    $4,721,288

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $31,922 · program services $31,922

  • 5 · Compensation of officers, directors and key employees

    total $782,667 · management and general $782,667

  • 7 · Other salaries and wages

    total $9,240,873 · program services $8,362,648 · management and general $878,225

  • 8 · Pension plan contributions

    total $226,475 · program services $206,732 · management and general $19,743

  • 9 · Other employee benefits

    total $1,164,090 · program services $1,068,607 · management and general $95,483

  • 10 · Payroll taxes

    total $566,819 · program services $502,261 · management and general $64,558

  • 11a · Fees: management

    total $625,339 · program services $13,273 · management and general $612,066

  • 11b · Fees: legal

    total $2,078 · management and general $2,078

  • 11c · Fees: accounting

    total $38,961 · management and general $38,961

  • 11g · Fees: other

    total $1,441,894 · program services $1,411,993 · management and general $29,901

  • 12 · Advertising and promotion

    total $21,719 · program services $21,719

  • 13 · Office expenses

    total $421,958 · program services $421,252 · management and general $706

  • 14 · Information technology

    total $101,186 · program services $101,186

  • 16 · Occupancy

    total $671,842 · program services $112,598 · management and general $559,244

  • 17 · Travel

    total $32,742 · program services $30,559 · management and general $2,183

  • 19 · Conferences, conventions and meetings

    total $470,539 · program services $465,988 · management and general $4,551

  • 22 · Depreciation, depletion and amortization

    total $247,421 · program services $247,241 · management and general $180

  • 23 · Insurance

    total $14,790 · management and general $14,790

  • 24a · Other expenses: PHARMACEUTICALS

    total $370,504 · program services $368,219 · management and general $2,285

  • 24b · Other expenses: DUES, BOOKS & SUBSCRPTS

    total $186,950 · program services $186,950 · management and general $0

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $49,208 · program services $48,778 · management and general $430

  • 24d · Other expenses: TAXES

    total $32,032 · program services $10,294 · management and general $21,738

  • 24e · All other expenses

    total $89,423 · program services $70,203 · management and general $19,220

Balance sheet

Part X, book values.

  • 3 · Pledges and grants receivable

    beginning of year $1,099,786 · end of year $2,271,943

  • 4 · Accounts receivable

    beginning of year $90,207 · end of year $213,120

  • 9 · Prepaid expenses and deferred charges

    beginning of year $53,413 · end of year $147,322

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

    $4,453,663

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

    $3,380,726

  • 10c · Land, buildings and equipment, net

    beginning of year $970,453 · end of year $1,072,937

  • 15 · Other assets

    beginning of year $6,133,396 · end of year $5,672,587

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,479,272 · end of year $918,573

  • 19 · Deferred revenue

    beginning of year $1,089,900 · end of year $1,141,800

  • 23 · Secured mortgages and notes payable

    beginning of year $270,140 · end of year $168,676

  • 25 · Other liabilities

    beginning of year $1,647,518 · end of year $4,164,595

  • 27 · Net assets without donor restrictions

    beginning of year -$2,073,950 · end of year -$2,321,372

  • 28 · Net assets with donor restrictions

    beginning of year $5,934,375 · end of year $5,305,637

Mission and programs · 2023

Mission

DEDICATED TO IMPROVING HEALTH THROUGH RESEARCH, EDUCATION AND COMMUNITY HEALTH DEVELOPMENT.

Activities or mission (Part I)

TO PROVIDE EDUCATION OPPORTUNITIES AND PERFORM RESEARCH TO BENEFIT THE COMMUNITY.

  • THE ORGANIZATION MANAGES CHARLESTON AREA MEDICAL CENTER, INC.'S ("CAMC") GRADUATE MEDICAL EDUCATION AND NURSE ANESTHESIA PROGRAMS, AND CONDUCTS A VARIETY OF PROFESSIONAL EDUCATION AND TRAINING PROGRAMS FOR CAMC HEALTHCARE PROFESSIONALS AS WELL AS HEALTHCARE PROFESSIONALS THROUGHOUT THE STATE OF WEST VIRGINIA.

    Expenses $5,533,973 · Revenue $4,801,820

  • PROVISION OF SERVICES PERTAINING TO VARIOUS RESEARCH ACTIVITIES INCLUDING CENTERS FOR CLINICAL TRIALS AND CANCER RESEARCH, HEALTH SERVICES AND OUTCOMES RESEARCH, TRAUMA RESEARCH AND OTHER HEALTH RELATED RESEARCH CENTERS OF EXCELLENCE.

    Expenses $3,895,357 · Revenue $4,148,710

  • PROVISION OF VARIOUS HEALTH PROGRAMS DESIGNED TO IMPROVE HEALTH EDUCATION AND AWARENESS IN THE STATE AND LOCAL COMMUNITIES.

    Expenses $4,253,093 · Grants $31,922 · Revenue $804,513

As filed on the 2023 return.

Listed in Part VII

  • David L Ramsey

    DIRECTOR

    Total calculated
    $2,160,732
    From this org
    $0
    From related orgs
    $1,993,785
    Other
    $166,947
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,014,266 related
    Bonus
    $0 + $770,782 related
    Other
    $0 + $208,737 related
    Deferred
    $0 + $119,238 related
    Nontaxable benefits
    $0 + $47,709 related
    Filer's total
    $0 + $2,160,732 related

  • Glenn Crotty Jr MD

    DIRECTOR

    Total calculated
    $1,068,119
    From this org
    $0
    From related orgs
    $1,011,030
    Other
    $57,089
    Hours/week
    1 + 57.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $739,746 related
    Bonus
    $0 + $171,573 related
    Other
    $0 + $99,711 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $43,889 related
    Filer's total
    $0 + $1,068,119 related

  • Kristi Snyder

    DIRECTOR

    Total calculated
    $735,399
    From this org
    $0
    From related orgs
    $519,922
    Other
    $215,477
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $392,683 related
    Bonus
    $0 + $70,856 related
    Other
    $0 + $56,383 related
    Deferred
    $0 + $211,630 related
    Nontaxable benefits
    $0 + $3,847 related
    Filer's total
    $0 + $735,399 related

  • Heidi Edwards

    DIRECTOR

    Total calculated
    $627,795
    From this org
    $0
    From related orgs
    $419,179
    Other
    $208,616
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $328,489 related
    Bonus
    $0 + $47,432 related
    Other
    $0 + $43,258 related
    Deferred
    $0 + $154,514 related
    Nontaxable benefits
    $0 + $54,102 related
    Filer's total
    $0 + $627,795 related

  • Sharon A Hall

    PRESIDENT

    Total calculated
    $589,253
    From this org
    $0
    From related orgs
    $537,836
    Other
    $51,417
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $377,212 related
    Bonus
    $0 + $68,855 related
    Other
    $0 + $91,769 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $38,217 related
    Filer's total
    $0 + $589,253 related

  • Art Rubin Do

    DIRECTOR

    Total calculated
    $62,448
    From this org
    $0
    From related orgs
    $62,448
    Other
    $0
    Hours/week
    1 + 40.5 related

  • Mark Bates MD

    DIRECTOR

    Total calculated
    $30,000
    From this org
    $0
    From related orgs
    $30,000
    Other
    $0
    Hours/week
    1

  • Robert D Whitler

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Edwin H Welch Ph D

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 5 related

  • John Linton PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2.5 related

  • Terri Chapman

    SECRETARY/TREASURER

    Total calculated
    $173,672
    From this org
    $0
    From related orgs
    $146,651
    Other
    $27,021
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $138,673 related
    Bonus
    $0 + $7,978 related
    Other
    $0
    Deferred
    $0 + $6,176 related
    Nontaxable benefits
    $0 + $20,845 related
    Filer's total
    $0 + $173,672 related

  • Douglas Knutson

    CHIEF ACADEMIC OFFICER

    Total calculated
    $681,426
    From this org
    $0
    From related orgs
    $624,735
    Other
    $56,691
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $551,534 related
    Bonus
    $0 + $50,701 related
    Other
    $0 + $22,500 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $43,491 related
    Filer's total
    $0 + $681,426 related

  • Priscilla Walkup

    CRNA INSTRUCTOR

    Total calculated
    $265,299
    From this org
    $0
    From related orgs
    $235,522
    Other
    $29,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $229,060 related
    Bonus
    $0 + $300 related
    Other
    $0 + $6,162 related
    Deferred
    $0 + $9,368 related
    Nontaxable benefits
    $0 + $20,409 related
    Filer's total
    $0 + $265,299 related

  • Cassandra Taylor

    CRNA INSTRUCTOR

    Total calculated
    $262,175
    From this org
    $0
    From related orgs
    $231,898
    Other
    $30,277
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $226,211 related
    Bonus
    $0 + $300 related
    Other
    $0 + $5,387 related
    Deferred
    $0 + $9,258 related
    Nontaxable benefits
    $0 + $21,019 related
    Filer's total
    $0 + $262,175 related

  • Bruce Lucas

    CORPORATE DIRECTOR CLINICAL SCIENCES RESEARCH

    Total calculated
    $238,859
    From this org
    $0
    From related orgs
    $189,365
    Other
    $49,494
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $182,338 related
    Bonus
    $0 + $7,027 related
    Other
    $0
    Deferred
    $0 + $7,971 related
    Nontaxable benefits
    $0 + $41,523 related
    Filer's total
    $0 + $238,859 related

  • David Perry

    CORPORATE DIRECTOR CAMC ACADEMICS

    Total calculated
    $233,099
    From this org
    $0
    From related orgs
    $222,257
    Other
    $10,842
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $208,971 related
    Bonus
    $0 + $13,286 related
    Other
    $0
    Deferred
    $0 + $8,890 related
    Nontaxable benefits
    $0 + $1,952 related
    Filer's total
    $0 + $233,099 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, 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

  • 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 3
THE VANDALIA HEALTH, INC. BOARD OF DIRECTORS COMPENSATION COMMITTEE SELECTS AND SUPERVISES AN INDEPENDENT CONSULTANT WHO ADVISES THE COMMITTEE ON COMPENSATION ARRANGEMENTS AND TRANSACTIONS BETWEEN VANDALIA HEALTH, INC. SUBSIDIARIES (INCLUDING CHERI) AND EXECUTIVES (INCLUDING CHERI'S PRESIDENT). THE COMMITTEE USES THE DATA TO DETERMINE THE TOTAL COMPENSATION OF CHERI'S PRESIDENT AND THE OTHER EXECUTIVES. THE DATA IS REVIEWED EVERY TWO YEARS OR WHEN A NEW PERSON COMES INTO AN EXECUTIVE ROLE.
PART I, LINE 4B
TARGET BENEFIT SERP - A TARGET BENEFIT SERP IS OFFERED TO THREE EXECUTIVES, WITH AN ANNUAL EMPLOYER CONTRIBUTION THAT TARGETS PROVIDING 55% OF FINAL AVERAGE COMPENSATION AT AGE 60 FOR 30 YEARS OF SERVICE. THE TARGET BENEFIT IS OFFSET BY THE FROZEN DEFINED BENEFIT SERP ACCRUED BENEFIT, THE FROZEN RESTORATION PLAN BALANCE, EMPLOYER-PROVIDED QUALIFIED RETIREMENT BENEFITS, EMPLOYER-PROVIDED 457(B) PLAN BENEFITS, AND 50% OF AGE 62 SOCIAL SECURITY. EACH ANNUAL FUNDING CONTRIBUTION VESTS THE EARLIER OF 5 YEARS OR AGE 60. TAXES ARE ADVANCED FROM VESTED ACCOUNTS, WITH THE REMAINING BALANCE HELD UNTIL TERMINATION. ALL CONTRIBUTIONS ARE VESTED IN THE EVENT OF DEATH, DISABILITY, INVOLUNTARY TERMINATION WITHOUT CAUSE, OR VOLUNTARY TERMINATION FOR GOOD REASON FOLLOWING CHANGE OF CONTROL. UNVESTED CONTRIBUTIONS ARE FORFEITED FOR VOLUNTARY TERMINATION OR TERMINATION FOR CAUSE. DEFINED CONTRIBUTION SERP - A DEFINED CONTRIBUTION SERP IS OFFERED TO SELECT EXECUTIVES, WITH AN ANNUAL 10% OF SALARY CONTRIBUTION. EACH ANNUAL CONTRIBUTION VESTS THE EARLIER OF 5 YEARS OR AGE 65. TAXES ARE ADVANCED FROM VESTED ACCOUNTS, WITH THE REMAINING BALANCE HELD UNTIL TERMINATION. ALL CONTRIBUTIONS ARE VESTED IN THE EVENT OF DEATH, DISABILITY, INVOLUNTARY TERMINATION WITHOUT CAUSE, OR VOLUNTARY TERMINATION FOR GOOD REASON FOLLOWING CHANGE OF CONTROL. UNVESTED CONTRIBUTIONS ARE FORFEITED FOR VOLUNTARY TERMINATION OR TERMINATION FOR CAUSE. UNDER THE EXECU-FLEX BENEFIT PLAN (409A), EXECUTIVES RECEIVE 11% OF THEIR SALARY IN FLEX ALLOWANCE. THE FLEX ALLOWANCE IS USED TO ELECT EXECUTIVE BENEFITS. ANY REMAINING FLEX ALLOWANCE IS CREDITED TO A TAX-DEFERRED CAPITAL ACCUMULATION ACCOUNT. THE MINIMUM VESTING PERIOD IS TWO YEARS, MAXIMUM IS AGE 68. A TWO YEAR NON-COMPETE AGREEMENT (SUBSTANTIAL RISK OF FORFEITURE AGREEMENT) APPLIES IF TERMINATION OF EMPLOYMENT OCCURS PRIOR TO THE VESTING DATE. CERTAIN PARTICIPANTS HAD AMOUNTS VESTED AND INCLUDED AS REPORTABLE COMPENSATION THIS YEAR, AS DETAILED BELOW: GLENN CROTTY JR., M.D. - $66,114 DAVID L. RAMSEY - $135,173 KRISTI SNYDER - $43,658 HEIDI EDWARDS - $27,593 SHARON HALL - $54,799

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.

  • WOMEN AND CHILDREN'S MEDICAL OFFICE BUILDING LLC

    MEDICAL OFFICE BUILDING · WV

  • GENERAL DIVISION MEDICAL OFFICE BUILDING LLC

    MEDICAL OFFICE BUILDING · WV

  • DASCO-CAMC HOME MEDICAL EQUIPMENT LLC

    HOME MEDICAL EQUIPMENT · WV

  • MGH SURGERY LLC

    SURGERY CENTER · WV

  • MON HEALTH-DASCO HOME MEDICAL EQUIPMENT LLC

    HOME MEDICAL EQUIPMENT · OH

  • CHARLESTON SURGICAL HOSPITAL LLC

    SURGERY CENTER · WV

Related corporations and trusts

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

  • VANDALIA INSURANCE COMPANY

    C · INSURANCE · VT · controlled entity

  • MON HEALTH CARE INC

    C · MEDICAL EQUIPMENT · WV · controlled entity

  • STONEWALL HOME OXYGEN THERAPY INC

    C · OXYGEN THERAPY SERVICES · WV · controlled entity

  • FAIRMONT HOME EQUIPMENT AND SUPPLY

    C · EQUIPMENT RENT & SVC · WV · controlled entity

  • MORGANTOWN PHYSICAL THERAPY ASSOC INC

    C · REHABILITATION SERVICES · WV · controlled entity

  • HEALTH FACILITIES INC

    C · HEALTH CARE · WV · controlled entity

  • CENTRAL WV MEDCORP INC

    C · PHYSICIAN SERVICES · WV · controlled entity

  • DAVIS REGIONAL HEALTH PARTNERS INC

    C · CONTRACT NEGOTIATIONS · WV · controlled entity

  • ZERCOR RE SEGREGATED PORTFOLIO #2 DAVIS

    C · CAPTIVE INSURANCE · CJ · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413189349311686

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