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Nonprofiteer
← VILLA MARY IMMACULATE

Form 990 for tax year 2022

Filed by VILLA MARY IMMACULATE.

Totals

Total revenue
$14,300,613
Total expenses
$17,014,527
Contributions and grants received
$493
Grants paid
$0
Program services expenses (Part IX)
$16,066,306
Management and general expenses
$948,221
Fundraising expenses
$0
Program service expenses (Part III)
$16,066,306

Program services were 94.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL ISACKSEN

    DIR AT 10/22; TRINITY HEALTH CFO

    Total calculated
    $1,950,338
    From this org
    $0
    From related orgs
    $1,621,848
    Other
    $328,490
    Hours/week
    0.2 + 54.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $966,837 related
    Bonus
    $0 + $570,000 related
    Other
    $0 + $85,011 related
    Deferred
    $0 + $292,650 related
    Nontaxable benefits
    $0 + $35,840 related
    Filer's total
    $0 + $1,950,338 related

  • JAMES REED MD

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $1,424,370
    From this org
    $0
    From related orgs
    $1,298,979
    Other
    $125,391
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $724,116 related
    Bonus
    $0 + $326,250 related
    Other
    $0 + $248,613 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $102,516 related
    Filer's total
    $0 + $1,424,370 related

  • THOMAS ROBERT

    VP & CFO, NEW YORK REGION

    Total calculated
    $826,516
    From this org
    $0
    From related orgs
    $683,308
    Other
    $143,208
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $479,921 related
    Bonus
    $0 + $117,349 related
    Other
    $0 + $86,038 related
    Deferred
    $0 + $101,919 related
    Nontaxable benefits
    $0 + $41,289 related
    Filer's total
    $0 + $826,516 related

  • DAWN GEISERT

    DIR THR 9/22; TH CHF COMPLIANCE OFF

    Total calculated
    $818,882
    From this org
    $0
    From related orgs
    $664,990
    Other
    $153,892
    Hours/week
    0.2 + 49.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,979 related
    Bonus
    $0 + $202,500 related
    Other
    $0 + $14,511 related
    Deferred
    $0 + $130,712 related
    Nontaxable benefits
    $0 + $23,180 related
    Filer's total
    $0 + $818,882 related

  • KIM BAKER

    FMR OFFICER; SPHP SVP HOSPITAL OPS

    Total calculated
    $679,313
    From this org
    $0
    From related orgs
    $576,622
    Other
    $102,691
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $420,572 related
    Bonus
    $0 + $90,187 related
    Other
    $0 + $65,863 related
    Deferred
    $0 + $73,123 related
    Nontaxable benefits
    $0 + $29,568 related
    Filer's total
    $0 + $679,313 related

  • MICHELLE MAZZACCO

    EVP, CONTINUING CARE

    Total calculated
    $348,962
    From this org
    $0
    From related orgs
    $322,468
    Other
    $26,494
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $265,230 related
    Bonus
    $0 + $47,045 related
    Other
    $0 + $10,193 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $3,619 related
    Filer's total
    $0 + $348,962 related

  • KRISTIN SIGNOR

    CFO, CONTINUING CARE

    Total calculated
    $323,799
    From this org
    $0
    From related orgs
    $279,057
    Other
    $44,742
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,664 related
    Bonus
    $0 + $46,355 related
    Other
    $0 + $10,038 related
    Deferred
    $0 + $17,298 related
    Nontaxable benefits
    $0 + $27,444 related
    Filer's total
    $0 + $323,799 related

  • ROBERT SWIDLER ESQ

    SECRETARY; VP & GENL COUNSEL, NY REG

    Total calculated
    $254,444
    From this org
    $0
    From related orgs
    $235,408
    Other
    $19,036
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,000 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $2,408 related
    Deferred
    $0 + $17,475 related
    Nontaxable benefits
    $0 + $1,561 related
    Filer's total
    $0 + $254,444 related

  • JUANITA WHEELER

    DIR OF FINANCE, RESIDENTIAL SERVICES

    Total calculated
    $186,377
    From this org
    $171,612
    From related orgs
    $0
    Other
    $14,765
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $147,858
    Bonus
    $0
    Other
    $23,754
    Deferred
    $5,030
    Nontaxable benefits
    $9,735
    Filer's total
    $186,377

  • HELEN MANGANARO

    EXECUTIVE DIRECTOR

    Total calculated
    $172,816
    From this org
    $164,880
    From related orgs
    $0
    Other
    $7,936
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $163,972
    Bonus
    $0
    Other
    $908
    Deferred
    $7,379
    Nontaxable benefits
    $557
    Filer's total
    $172,816

  • JOAN LEE

    LPN, MED RATED/LTC

    Total calculated
    $149,536
    From this org
    $130,916
    From related orgs
    $0
    Other
    $18,620
    Hours/week
    50

  • KIMBERLY GARSO

    DIRECTOR, NURSING

    Total calculated
    $144,769
    From this org
    $120,923
    From related orgs
    $0
    Other
    $23,846
    Hours/week
    50

  • MAURA BELLANGER

    ASSISTANT DIRECTOR, NURSING

    Total calculated
    $143,996
    From this org
    $125,167
    From related orgs
    $0
    Other
    $18,829
    Hours/week
    50

  • GINA MYERS PHD

    DIRECTOR AS OF 10/22; CONSULTANT

    Total calculated
    $4,828
    From this org
    $0
    From related orgs
    $4,828
    Other
    $0
    Hours/week
    0.2 + 6.8 related

  • ROBERT MCCORMICK

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • MARY ANN LOGIUDICE RSM

    DIRECTOR; TREASURER THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • KATHLEEN JIMINO

    DIR; V CHR THR 9/22; TREAS AT 10/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • JOHN MARSHALL

    DIRECTOR & VICE CHAIR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • GUHA BALA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • BARBARA COTTRELL

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • GARY DAKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • GEORGE HEARST III

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • LEE MCELROY JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • MICHAEL MEATH

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • MERRIETTE POLLARD

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • CURTIS POWELL

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • KERRI SWEET ZAVAGLIA ESQ

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • WILLIAM WILDRIDGE III

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • MICHAEL WOLFF MD

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 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

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
VILLA MARY IMMACULATE IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. VILLA MARY IMMACULATE'S EXECUTIVE VICE PRESIDENT IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF VILLA MARY IMMACULATE'S EXECUTIVE VICE PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2022 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KIM BAKER - $55,189 DANIEL ISACKSEN - $66,120 JAMES REED, M.D. - $182,159 THOMAS ROBERT - $71,811 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2022 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: KIM BAKER - $59,398 DAWN GEISERT - $116,987 DANIEL ISACKSEN - $283,500 THOMAS ROBERT - $79,044

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
15 November 2023
IRS schema version
2022v5.0
Source object
202303199349303215

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