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Nonprofiteer
← UCM NETWORK DEVELOPMENT FOUNDATION

Form 990 for tax year 2023

Filed by UCM NETWORK DEVELOPMENT FOUNDATION.

Totals

Total revenue
$3,299,290
Total expenses
$3,579,584
Contributions and grants received
$1,514,556
Grants paid
$1,192,199
Program services expenses (Part IX)
$3,254,009
Management and general expenses
$325,573
Fundraising expenses
$2
Program service expenses (Part III)
$3,254,009

Program services were 90.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRAD GNADE

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL ANTONIADES

    PRESIDENT, INGALLS

    Total calculated
    $1,268,833
    From this org
    $0
    From related orgs
    $1,268,833
    Other
    $0
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,200,000 related
    Bonus
    $0
    Other
    $0 + $68,833 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,268,833 related

  • SAMUEL J CUTRARA JR

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANTONIA MCBRIDE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRENDA BATTLE

    BOARD MEMBER & UCMC SVP

    Total calculated
    $854,882
    From this org
    $0
    From related orgs
    $746,400
    Other
    $108,482
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $473,327 related
    Bonus
    $0 + $182,513 related
    Other
    $0 + $90,560 related
    Deferred
    $0 + $93,366 related
    Nontaxable benefits
    $0 + $15,116 related
    Filer's total
    $0 + $854,882 related

  • DAVID A BERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH BURNET MD

    BOARD MEMBER

    Total calculated
    $410,870
    From this org
    $0
    From related orgs
    $363,153
    Other
    $47,717
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,528 related
    Bonus
    $0 + $19,625 related
    Other
    $0
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $21,317 related
    Filer's total
    $0 + $410,870 related

  • GALE KOZLOFF

    BOARD MEMBER (THRU 6/30/22)

    Total calculated
    $0
    Hours/week
    1

  • JAMES WALLACE MD

    BOARD MEMBER

    Total calculated
    $798,265
    From this org
    $0
    From related orgs
    $779,765
    Other
    $18,500
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $660,250 related
    Bonus
    $0 + $95,262 related
    Other
    $0 + $24,253 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $2,000 related
    Filer's total
    $0 + $798,265 related

  • JOHN CONWAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KRISTIN BEAL

    BOARD MEMBER (EFF. 7/1/23)

    Total calculated
    $0
    Hours/week
    1

  • LENITA JOHNSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LOIS GLASGOW

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LOUIS J ROSE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK KOZLOFF MD

    BOARD MEMBER (EFF. 7/1/22)

    Total calculated
    $593,612
    From this org
    $0
    From related orgs
    $540,056
    Other
    $53,556
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $392,613 related
    Bonus
    $0 + $121,235 related
    Other
    $0 + $26,208 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $37,056 related
    Filer's total
    $0 + $593,612 related

  • MARVA BUNCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PATRICK M FAGEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • IVAN SAMSTEIN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $1,937,704
    From this org
    $0
    From related orgs
    $1,704,200
    Other
    $233,504
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,067,829 related
    Bonus
    $0 + $598,691 related
    Other
    $0 + $37,680 related
    Deferred
    $0 + $195,751 related
    Nontaxable benefits
    $0 + $37,753 related
    Filer's total
    $0 + $1,937,704 related

  • EMILY CHASE

    INTERIM PRESIDENT (7/10/22 THRU 3/7/23)

    Total calculated
    $1,528,097
    From this org
    $0
    From related orgs
    $1,375,367
    Other
    $152,730
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $548,190 related
    Bonus
    $0 + $459,963 related
    Other
    $0 + $367,214 related
    Deferred
    $0 + $109,990 related
    Nontaxable benefits
    $0 + $42,740 related
    Filer's total
    $0 + $1,528,097 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

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
COMPENSATION OF THE PRESIDENT AND CEO OF IDF IS DETERMINED BY THE EXECUTIVE COMMITTEE OF INGALLS MEMORIAL HOSPITAL. THIS COMMITTEE'S DETERMINATION PROCESS UTILIZES A COMBINATION OF AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION STUDIES/SURVEYS, ALONG WITH APPROVAL BY THE COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
CERTAIN INDIVIDUALS LISTED IN SCHEDULE J, PART II PARTICIPATE IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO WHICH UCMC MAKES ANNUAL CONTRIBUTIONS. THESE CONTRIBUTIONS ARE AT RISK AND DO NOT BECOME VESTED AND PAYABLE UNLESS AND UNTIL THE INDIVIDUAL SATISFIES A SUBSTANTIAL FUTURE SERVICE REQUIREMENT. THE FOLLOWING INDIVIDUALS HAD CONTRIBUTIONS MADE TO THE PLAN IN JANUARY 2024 FOR CALENDAR YEAR 2023: BRENDA A. BATTLE EMILY CHASE IVAN SAMSTEIN THE FOLLOWING INDIVIDUALS BECAME VESTED IN, AND WERE TAXED ON, AMOUNTS PREVIOUSLY CREDITED UNDER THE PLAN TO THE INDIVIDUAL FOR SERVICES PROVIDED TO THE ORGANIZATION IN PRIOR YEARS (INCLUDED IN 2023 W-2S): BRENDA A. BATTLE - $59,938 EMILY CHASE - $318,337
Schedule J, Part II
TAXABLE INCOME REPORTED IN COLUMN (B) MAY INCLUDE PAYMENTS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IN MOST CASES, THESE PAYMENTS WERE EARNED OVER MANY YEARS OF EMPLOYMENT AND THE AMOUNTS HAD PREVIOUSLY BEEN SUBJECT TO VESTING RULES. SERP PAYMENT AMOUNTS EARNED IN PRIOR YEARS WERE PREVIOUSLY REPORTED ON THE FORM 990 AS DEFERRED COMPENSATION AND ARE REPORTED IN THIS 2023 FORM 990 ON SCHEDULE J, PART II, COLUMN (F). AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD ANNUALLY REVIEWS THESE BENEFITS IN COMPARISON TO MARKET DATA AND HAS CONCLUDED THAT THESE BENEFITS AND ALL OTHER FORMS OF COMPENSATION PROVIDED TO THESE INDIVIDUALS ARE REASONABLE. THE INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD CONDUCTS ITS REVIEW AND APPROVAL OF ALL EXECUTIVE COMPENSATION, INCLUDING THESE SERP AMOUNTS, IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER FEDERAL TAX LAW. THIS IS A RIGOROUS REVIEW PROCESS DESIGNED FOR TAX-EXEMPT ORGANIZATIONS BY THE INTERNAL REVENUE SERVICE, AND IT MEANS THAT THE BOARD COMPENSATION COMMITTEE DOES NOT HAVE ANY CONFLICTS OF INTEREST, AND RELIES ON MARKET DATA COMPILED BY AN INDEPENDENT COMPENSATION CONSULTANT TO SUPPORT ALL EXECUTIVE PAY AS MARKET COMPETITIVE AND REASONABLE. FOR THE INDIVIDUALS LISTED ON SCHEDULE J, PART II THAT ARE IDENTIFIED AS FORMER OFFICERS OR KEY EMPLOYEES, THE COMPENSATION LISTED IS EITHER THE FAIR MARKET VALUE COMPENSATION PAID TO THEM FOR SERVICES THEY PERFORMED AS ACTIVE EMPLOYEES OF UCMC OR A RELATED ORGANIZATION (AND WAS NOT PAID TO THEM DUE TO THEIR FORMERLY HAVING BEEN LISTED AS OFFICERS OR KEY EMPLOYEES): EMILY CHASE
Schedule J, Part III
UCHHD, THE SOLE CORPORATE MEMBER OF INGALLS DEVELOPMENT FOUNDATION, PAID COMPENSATION IN THE AMOUNT OF $1,268,833 TO THE CONSULTING FIRM ALVAREZ & MARSAL FOR THE SERVICES OF MICHAEL ANTONIADES, INTERIM PRESIDENT.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349305150

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

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