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← UVA CATON MERCHANT HOUSE ASSISTED LIVING

Form 990 for tax year 2023

Filed by UVA CATON MERCHANT HOUSE ASSISTED LIVING.

Totals

Total revenue
$207,991
Total expenses
$933,800
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$778,453
Management and general expenses
$155,347
Fundraising expenses
$0
Program service expenses (Part III)
$778,453

Program services were 83.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KIRSTEN GREEN MD

    TRUSTEE

    Total calculated
    $1,039,460
    From this org
    $0
    From related orgs
    $980,161
    Other
    $59,299
    Hours/week
    0.2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $763,203 related
    Bonus
    $0 + $154,280 related
    Other
    $0 + $62,678 related
    Deferred
    $0 + $27,180 related
    Nontaxable benefits
    $0 + $32,119 related
    Filer's total
    $0 + $1,039,460 related

  • MARY FRANCES SOUTHERLAND

    INTERIM SECRETARY/TRUSTEE

    Total calculated
    $522,666
    From this org
    $0
    From related orgs
    $480,964
    Other
    $41,702
    Hours/week
    0.2 + 50.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,540 related
    Bonus
    $0 + $80,000 related
    Other
    $0 + $424 related
    Deferred
    $0 + $22,730 related
    Nontaxable benefits
    $0 + $18,972 related
    Filer's total
    $0 + $522,666 related

  • CHRIS HEATON MD

    TRUSTEE - UCB/TRUSTEE INC

    Total calculated
    $502,810
    From this org
    $0
    From related orgs
    $445,044
    Other
    $57,766
    Hours/week
    0.2 + 45.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,454 related
    Bonus
    $0 + $12,115 related
    Other
    $0 + $105,475 related
    Deferred
    $0 + $18,985 related
    Nontaxable benefits
    $0 + $38,781 related
    Filer's total
    $0 + $502,810 related

  • STEVE DANZIGER

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 1 related

  • CHARLES BARRELL

    VICE CHAIR (THRU 11/2023)

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • RICHARD HARRINGTON

    SECRETARY/VICE CHAIR (AS OF 02/2024)

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • STEPHEN NELSON

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • LISA ANN PEACOCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • MATTHEW GUILFOYLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • PAM KINCHELOE RN JD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • JACQUELINE KRICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.4 related

  • MICHELLE METZGAR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • VIPUL PARIKH MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.6 related

  • ERIK SHANNON

    CEO (UVACH SYSTEM)

    Total calculated
    $1,051,706
    From this org
    $0
    From related orgs
    $715,381
    Other
    $336,325
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $712,593 related
    Bonus
    $0
    Other
    $0 + $2,788 related
    Deferred
    $0 + $298,688 related
    Nontaxable benefits
    $0 + $37,637 related
    Filer's total
    $0 + $1,051,706 related

  • AMANDA DICKINSON

    CATON ADMIN./EXEC DIR. (THRU 09/23)

    Total calculated
    $197,880
    From this org
    $118,240
    From related orgs
    $67,744
    Other
    $11,896
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $118,240 + $45,685 related
    Bonus
    $0 + $22,059 related
    Other
    $0
    Deferred
    $7,086 + $2,741 related
    Nontaxable benefits
    $1,481 + $588 related
    Filer's total
    $126,807 + $71,073 related

  • CHARLES CODER

    CFO (UVACH SYSTEM)

    Total calculated
    $543,664
    From this org
    $0
    From related orgs
    $491,371
    Other
    $52,293
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $371,199 related
    Bonus
    $0 + $78,116 related
    Other
    $0 + $42,056 related
    Deferred
    $0 + $15,797 related
    Nontaxable benefits
    $0 + $36,496 related
    Filer's total
    $0 + $543,664 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)

PART I, LINE 3
UVA COMMUNITY HEALTH, INC. IS THE PARENT ENTITY OF A NOT-FOR-PROFIT INTEGRATED SYSTEM OF COMMUNITY HOSPITALS, PHYSICIAN CLINICS, OUTPATIENT CENTERS, AND OTHER HEALTHCARE SERVICES PROVIDERS (COLLECTIVELY KNOWN AS "UVA COMMUNITY HEALTH OR "UVACH"). UVACH, IN COMBINATION WITH ITS SOLE MEMBER, THE UNIVERSITY OF VIRGINIA MEDICAL CENTER ("THE MEDICAL CENTER"), THE UVA SCHOOL OF MEDICINE, UVA SCHOOL OF NURSING, UVA PHYSICIANS GROUP, AND THE CLAUDE MOORE HEALTH SCIENCES LIBRARY, COMPRISE UVA HEALTH. THE FILING ORGANIZATION, UVA CATON MERCHANT HOUSE ASSISTED LIVING, IS AN INTEGRAL PART OF UVA COMMUNITY HEALTH AND UVA HEALTH. THE COMPENSATION OF THE UVA COMMUNITY HEALTH CEO IS ESTABLISHED USING A HOLISTIC SET OF COMPENSABLE FACTORS AND VARIABLE PAY OPTIONS INTENDED TO ASSIST WITH THE RECRUITMENT AND RETENTION OF EXCEPTIONAL OR MISSION-CRITICAL EMPLOYEES AND APPROVED BY THE CHIEF EXECUTIVE OFFICER OF UVA HEALTH ON BEHALF OF THE MEDICAL CENTER AND THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA.
PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: THE UVA COMMUNITY HEALTH 457F PLAN, IMPLEMENTED AND APPROVED BY THE CHIEF EXECUTIVE OFFICER OF UVA HEALTH ON BEHALF OF THE MEDICAL CENTER AND THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA, IS INTENDED TO SUPPORT RETENTION OF THE CEO AND TO OFFER COMPETITIVE TOTAL COMPENSATION. ANNUAL CONTRIBUTIONS/DEFERRALS TO THE PLAN ARE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AS OF JANUARY 1ST AND ARE REPORTED IN COLUMN (C) OF SCHEDULE J ANNUALLY. AMOUNTS VEST AFTER 3 YEARS ON DECEMBER 31ST. - L. ERIK SHANNON: $296,888
PART I, LINE 7
NONFIXED PAYMENTS (BONUSES): DEPENDING ON INDIVIDUAL PERFORMANCE, SOME EMPLOYEES MAY BE ELIGIBLE FOR PERFORMANCE BONUSES IN ADDITION TO THEIR REGULAR COMPENSATION. THE AWARDING OF ANY COMPENSATION BONUS CONSIDERS THE INDIVIDUAL'S GOALS AND THE GOALS OF THE ORGANIZATION AS A WHOLE. ANY POTENTIAL BONUS IS CONSIDERED WHEN EVALUATING AN EMPLOYEE'S TOTAL COMPENSATION FOR REASONABLENESS.

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
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349310406

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

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