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Nonprofiteer
← ATLANTICARE HEALTH SYSTEM INC

Form 990 for tax year 2023

Filed by ATLANTICARE HEALTH SYSTEM INC.

Totals

Total revenue
$101,200,230
Total expenses
$100,765,765
Contributions and grants received
$0
Grants paid
$10,099
Program service revenue
$100,765,766
Investment income
$434,464
Other revenue
$0
Total assets, end of year
$56,856,746
Total liabilities, end of year
$20,356,258
Net assets or fund balances, end of year
$36,500,488
Program services expenses (Part IX)
$90,690,198
Management and general expenses
$10,075,567
Fundraising expenses
$0
Program service expenses (Part III)
$90,690,198

Program services were 90.0% 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.

  • 2a · Program service revenue: MANAGEMENT FEE - AFFILIATES

    total $100,765,766 · related or exempt $100,765,766

  • 3 · Investment income

    total $434,464 · unrelated business $0 · excluded $434,464

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,099 · program services $10,099

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $8,702,136 · program services $7,831,922 · management and general $870,214 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $25,294,105 · program services $22,764,694 · management and general $2,529,411

  • 8 · Pension plan contributions

    total $1,218,300 · program services $1,096,470 · management and general $121,830

  • 9 · Other employee benefits

    total $4,519,302 · program services $4,067,372 · management and general $451,930

  • 10 · Payroll taxes

    total $2,064,653 · program services $1,858,188 · management and general $206,465

  • 11a · Fees: management

    total $96,099 · program services $86,489 · management and general $9,610

  • 11b · Fees: legal

    total $1,445,784 · program services $1,301,206 · management and general $144,578

  • 11c · Fees: accounting

    total $75,972 · program services $68,375 · management and general $7,597

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $18,304,683 · program services $16,474,215 · management and general $1,830,468 · fundraising $0

  • 12 · Advertising and promotion

    total $5,807,579 · program services $5,226,821 · management and general $580,758

  • 13 · Office expenses

    total $1,825,762 · program services $1,643,186 · management and general $182,576

  • 14 · Information technology

    total $17,592,157 · program services $15,832,941 · management and general $1,759,216

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $1,499,794 · program services $1,349,815 · management and general $149,979

  • 17 · Travel

    total $46,995 · program services $42,295 · management and general $4,700

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $429,517 · program services $386,565 · management and general $42,952

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $108,436 · program services $97,592 · management and general $10,844

  • 23 · Insurance

    total $128,327 · program services $115,494 · management and general $12,833

  • 24a · Other expenses: SUPPORT FEES

    total $9,238,532 · program services $8,314,679 · management and general $923,853

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $264,511 · program services $238,060 · management and general $26,451

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $204,471 · program services $184,024 · management and general $20,447

  • 24d · Other expenses: REPAIR & MAINTENANCE

    total $63,674 · program services $57,307 · management and general $6,367

  • 24e · All other expenses

    total $1,824,877 · program services $1,642,389 · management and general $182,488

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,100 · end of year $10,100

  • 2 · Savings and temporary cash investments

    beginning of year $1,585,933 · end of year $2,805,050

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,343,233 · end of year $7,503,597

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

    $1,445,025

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

    $1,146,812

  • 10c · Land, buildings and equipment, net

    beginning of year $383,336 · end of year $298,213

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $34,303,498 · end of year $39,719,163

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $1,552,244 · end of year $6,520,623

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,678,007 · end of year $16,134,399

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $763,264 · end of year $1,117,273

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $2,331,061 · end of year $3,104,586

  • 27 · Net assets without donor restrictions

    beginning of year $31,406,012 · end of year $36,500,488

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

THE MISSION OF ATLANTICARE HEALTH SYSTEM, INC. IS TO CONTINUALLY DEVELOP AND OPERATE A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM WHICH INCLUDES ATLANTICARE REGIONAL MEDICAL CENTER, AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION THAT PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O.

Activities or mission (Part I)

THE ORGANIZATION IS THE TAX-EXEMPT PARENT ENTITY OF ATLANTICARE HEALTH SYSTEM & AFFILIATES; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM WHICH INCLUDES ARMC.

  • EXPENSES INCURRED IN SUPPORTING ATLANTICARE REGIONAL MEDICAL CENTER AND OTHER ATLANTICARE HEALTH SYSTEM AFFILIATES. THE ATLANTICARE HEALTH SYSTEM IS A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM WHICH INCLUDES THIS ENTITY AS THE PARENT ORGANIZATION AND ATLANTICARE REGIONAL MEDICAL CENTER, AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION THAT PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.

    Expenses $90,690,198 · Grants $10,099 · Revenue $100,765,766

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • LORI S HERNDON

    TRUSTEE-PRES/CEO(TERM 6/30/23)

    Total calculated
    $3,633,566
    From this org
    $3,281,410
    From related orgs
    $0
    Other
    $352,156
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $517,136
    Bonus
    $1,410,623
    Other
    $1,353,651
    Deferred
    $327,297
    Nontaxable benefits
    $24,859
    Filer's total
    $3,633,566
  • MARILOUISE VENDITTI MD

    SVP & CMO (TERMED 7/31/23)

    Total calculated
    $1,063,607
    From this org
    $1,047,781
    From related orgs
    $0
    Other
    $15,826
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $346,766
    Bonus
    $360,388
    Other
    $340,627
    Deferred
    $4,750
    Nontaxable benefits
    $11,076
    Filer's total
    $1,063,607
  • HAK J KIM

    EVP & CFO/PRES AHN

    Total calculated
    $924,793
    From this org
    $810,944
    From related orgs
    $0
    Other
    $113,849
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $579,438
    Bonus
    $170,547
    Other
    $60,959
    Deferred
    $67,035
    Nontaxable benefits
    $46,814
    Filer's total
    $924,793
  • MICHAEL J CHARLTON

    TRUSTEE-PRES/CEO (EFF 6/1/23)

    Total calculated
    $791,634
    From this org
    $554,482
    From related orgs
    $0
    Other
    $237,152
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $549,129
    Bonus
    not reported
    Other
    $5,353
    Deferred
    $217,447
    Nontaxable benefits
    $19,705
    Filer's total
    $791,634
  • DONNA MICHAEL-ZIEREIS ESQ

    EVP ADMIN/CLO/COS & SECRETARY

    Total calculated
    $675,816
    From this org
    $572,959
    From related orgs
    $0
    Other
    $102,857
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $432,364
    Bonus
    $105,050
    Other
    $35,545
    Deferred
    $52,005
    Nontaxable benefits
    $50,852
    Filer's total
    $675,816
  • JAVID IQBAL MD

    TRUSTEE; EX-OFFICIO

    Total calculated
    $598,343
    From this org
    $0
    From related orgs
    $548,146
    Other
    $50,197
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $320,999 related
    Bonus
    $0 + $202,490 related
    Other
    $0 + $24,657 related
    Deferred
    $0 + $9,115 related
    Nontaxable benefits
    $0 + $41,082 related
    Filer's total
    $0 + $598,343 related
  • LARISA K GOGANZER

    SVP & CHIEF HOSPITAL EXECUTIVE

    Total calculated
    $596,603
    From this org
    $0
    From related orgs
    $508,918
    Other
    $87,685
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $379,688 related
    Bonus
    $0 + $76,000 related
    Other
    $0 + $53,230 related
    Deferred
    $0 + $42,798 related
    Nontaxable benefits
    $0 + $44,887 related
    Filer's total
    $0 + $596,603 related
  • DENNIS LENNON

    VP & CHIEF PEOPLE OFFICER

    Total calculated
    $596,338
    From this org
    $486,755
    From related orgs
    $0
    Other
    $109,583
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $424,838
    Bonus
    $30,022
    Other
    $31,895
    Deferred
    $69,136
    Nontaxable benefits
    $40,447
    Filer's total
    $596,338
  • CHRISTOPHER A SCANZERA

    SVP & CHIEF DIGITAL & INFO OFF

    Total calculated
    $570,167
    From this org
    $476,004
    From related orgs
    $0
    Other
    $94,163
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $369,253
    Bonus
    $72,088
    Other
    $34,663
    Deferred
    $62,861
    Nontaxable benefits
    $31,302
    Filer's total
    $570,167
  • KATHERINE BIRKENSTOCK

    VP NURSING/CNO (TERM 11/25/23)

    Total calculated
    $555,744
    From this org
    $0
    From related orgs
    $516,630
    Other
    $39,114
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $299,557 related
    Bonus
    $0 + $82,635 related
    Other
    $0 + $134,438 related
    Deferred
    $0 + $5,246 related
    Nontaxable benefits
    $0 + $33,868 related
    Filer's total
    $0 + $555,744 related
  • DEBRA A FOX

    VP CHIEF TRANSFORMATION OFF.

    Total calculated
    $446,215
    From this org
    $388,499
    From related orgs
    $0
    Other
    $57,716
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $274,787
    Bonus
    $67,915
    Other
    $45,797
    Deferred
    $35,667
    Nontaxable benefits
    $22,049
    Filer's total
    $446,215
  • JILL R OKEEFFE

    VP General Counsel

    Total calculated
    $412,341
    From this org
    $354,336
    From related orgs
    $0
    Other
    $58,005
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $288,252
    Bonus
    $60,250
    Other
    $5,834
    Deferred
    $54,617
    Nontaxable benefits
    $3,388
    Filer's total
    $412,341
  • PAUL EHRLICH

    CHIEF MED. INFORMATION OFFICER

    Total calculated
    $402,523
    From this org
    $361,756
    From related orgs
    $0
    Other
    $40,767
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $316,109
    Bonus
    $42,190
    Other
    $3,457
    Deferred
    $8,582
    Nontaxable benefits
    $32,185
    Filer's total
    $402,523
  • BARBARA YOUNG

    VP & CHIEF SUPPLY CHAIN OFF.

    Total calculated
    $390,686
    From this org
    $0
    From related orgs
    $337,481
    Other
    $53,205
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $214,484 related
    Bonus
    $0 + $48,360 related
    Other
    $0 + $74,637 related
    Deferred
    $0 + $30,379 related
    Nontaxable benefits
    $0 + $22,826 related
    Filer's total
    $0 + $390,686 related
  • CHRISTOPHER P TASCIONE

    VP FINANACE & CORP CONTROLLER

    Total calculated
    $342,319
    From this org
    $292,485
    From related orgs
    $0
    Other
    $49,834
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $256,700
    Bonus
    $26,527
    Other
    $9,258
    Deferred
    $47,121
    Nontaxable benefits
    $2,713
    Filer's total
    $342,319
  • MARY A ROSEN

    AVP IT INTEGRATION & OPERATION

    Total calculated
    $298,192
    From this org
    $287,244
    From related orgs
    $0
    Other
    $10,948
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $252,371
    Bonus
    $32,318
    Other
    $2,555
    Deferred
    $10,095
    Nontaxable benefits
    $853
    Filer's total
    $298,192
  • MATTHEW B LEVINSON

    VP, Ext Affairs & Development

    Total calculated
    $240,266
    From this org
    $232,558
    From related orgs
    $0
    Other
    $7,708
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $220,318
    Bonus
    $11,939
    Other
    $301
    Deferred
    $7,017
    Nontaxable benefits
    $691
    Filer's total
    $240,266
  • PRIYESH T THAKKAR DO

    TRUSTEE

    Total calculated
    $45,000
    From this org
    $0
    From related orgs
    $45,000
    Other
    $0
    Hours/week
    20
  • DAVID M GODDARD

    CHAIRMAN - TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • KENNETH R STEINBERG PE

    SECRETARY - TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MARGARET S SYKES RN

    TREASURER - TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • PACIFICO AGNELLINI ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MANUEL E APONTE

    TRUSTEE; EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1
  • EUGENE M ARNONE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • ROSALIND E KINCAID

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • BRETT MATIK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • GINA MERRRITT-EPPS ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • MARISSA TRAVALINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JENNIFER TIOSECO MD

    TRUSTEE; EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL WALSH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • RITA MACK

    TRUSTEE (TERMED)

    Total calculated
    $0
    Hours/week
    1
  • NADIA SADIK MD

    TRUSTEE (TERMED)

    Total calculated
    $0
    Hours/week
    1

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 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 VII AND SCHEDULE J
IN ACCORDANCE WITH INTERNAL REVENUE SERVICE FORM 990 RULES, REGULATIONS AND INSTRUCTIONS, THE TAXABLE COMPENSATION REPORTED IN CORE FORM, PART VII AND SCHEDULE J, PART II OF THIS FORM 990 IS DERIVED FROM 2023 FORMS W-2 AND FORMS 1099 (IF APPLICABLE).
SCHEDULE J, PART I; QUESTION 4A
The following individual received a separation of employment payment during calendar year 2023 which was included HER 2023 Form W-2, Box 5, as taxable Medicare wages: LORI S. HERNDON, $1,096,133. THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2023 WHICH WAS INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARILOUISE VENDITTI, M.D., $217,178 AND KATHERINE BIRKENSTOCK, $24,574.
SCHEDULE J, PART I; QUESTION 4B
THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARILOUISE VENDITTI, M.D., $6,974; KATHERINE BIRKENSTOCK, $4,824 AND BARBARA YOUNG, $22,636. THE DEFERRED COMPENSATION AMOUNT IN COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: LORI S. HERNDON, $321,421; HAK J. KIM, $54,167; MICHAEL J. CHARLTON, $210,000; DONNA MICHAEL-ZIEREIS, ESQ., $39,250; LARISA K. GOGANZER, $34,500; DENNIS LENNON, $60,900; CHRISTOPHER A. SCANZERA, $54,600; DEBRA A. FOX, $25,833; JILL R, OKEEFFE, $45,640; BARBARA YOUNG, $21,250 AND CHISTOPHER P. TASCIONE, $38,500.
SCHEDULE J, PART I; QUESTION 7
CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2023 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II, COLUMN F
THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE AMOUNTS REPORTED ON PRIOR YEARS' FORMS 990 IN SCHEDULE J, PART II, IN COLUMN (C) AS NON-TAXABLE UNVESTED DEFERRED COMPENSATION THAT IS NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. ACCORDINGLY, IN PRIOR YEARS THE INDIVIDUAL'S NEVER ACTUALLY RECEIVED ANY OF THESE UNVESTED BENEFIT AMOUNTS.

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.

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.

  • ENGLISH CREEK ASSURANCE LTD

    FOREIGN CORP. · FINANCIAL VEHICLE · BD · 100% owned · share of income $11,022,709 · share of assets $85,571,645 · controlled entity

    Directly controlled by AH SYSTEM

  • ATLANTICARE HEALTH SOLUTIONS INC

    C CORP. · ACO/HEALTH · NJ · 100% owned · share of income $4,643,845 · share of assets $3,578,172 · controlled entity

    Directly controlled by AH SYSTEM

  • ATLANTICARE ASSURANCE ALLIANCE INC

    C CORP. · HEALTHCARE SVCS. · NJ · 100% owned · share of income $0 · share of assets $0 · controlled entity

    Directly controlled by AH SYSTEM

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202413189349305651

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