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Nonprofiteer
← CHILTON MEMORIAL HOSPITAL AUXILIARY INC

Form 990 for tax year 2022

Filed by CHILTON MEMORIAL HOSPITAL AUXILIARY INC.

Totals

Total revenue
$133
Total expenses
$0
Contributions and grants received
$1,170
Grants paid
$0
Program service revenue
$6,139
Investment income
$13
Other revenue
-$7,189
Total assets, end of year
$82,713
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$82,713
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

  • 1b · Membership dues

    $520

  • 1f · All other contributions, gifts and grants

    $650

  • 2a · Program service revenue: Program Service Revenu

    total $6,139 · related or exempt $6,139

  • 3 · Investment income

    total $13 · excluded $13

  • 6a · Gross rents

    real property $16,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $16,000

  • 6d · Net rental income or loss

    total $16,000 · excluded $16,000

  • 10a · Gross sales of inventory

    $60,335

  • 10b · Cost of goods sold

    $83,524

  • 10c · Net income from sales of inventory

    total -$23,189 · excluded -$23,189

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $33,122 · end of year $18,599

  • 2 · Savings and temporary cash investments

    beginning of year $25,436 · end of year $31,448

  • 8 · Inventories for sale or use

    beginning of year $32,436 · end of year $32,666

  • 25 · Other liabilities

    beginning of year $8,398 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $82,596 · end of year $82,713

Mission and programs · 2022

Mission

See Schedule O

  • Expenses incurred in conducting fundraising acivities in support of the charitable purposes, programs and services of AHS Hospital Corporation (Chilton Medical Center Division); a related Internal Revenue Code Section 501(c)(3) tax-exempt organization, which provides medically necessary healthcare services to all individuals regardless of race, color, creed, sex, national origin, religion or ability to pay.

    Revenue $6,139

As filed on the 2022 return.

Listed in Part VII

  • Jamie McKeever

    Trustee-Gift Gallery Coord

    Total calculated
    $31,075
    From this org
    $0
    From related orgs
    $31,075
    Other
    $0
    Hours/week
    2 + 20 related

  • Louisa Barresi

    Trustee-Gift Gallery Board

    Total calculated
    $0
    Hours/week
    2

  • Sushma Vir

    Trustee-Event Chair

    Total calculated
    $0
    Hours/week
    2

  • MaryAnn Morgan

    Trustee-Event Chair

    Total calculated
    $0
    Hours/week
    2

  • Beverly Cannata

    Trustee-President

    Total calculated
    $0
    Hours/week
    2

  • Fran Maletsky

    Trustee-Gift Gallery Board

    Total calculated
    $0
    Hours/week
    2

  • Joan Walker

    Trustee-President

    Total calculated
    $0
    Hours/week
    2

  • Gail Raebiger

    Trustee-Vice Pres./Members

    Total calculated
    $0
    Hours/week
    2

  • Barbara Lawrence

    Trustee-Gift Gallery Board

    Total calculated
    $0
    Hours/week
    2

  • Linda Oremland

    Trustee-Record'g Secretary

    Total calculated
    $0
    Hours/week
    2

  • Marie Ricci

    Trustee-Correspd'g Secreta

    Total calculated
    $0
    Hours/week
    2

  • Joann Falcone

    Trustee-Event Chair

    Total calculated
    $0
    Hours/week
    2

  • Marilyn Grimes

    Trustee-Event Chair

    Total calculated
    $0
    Hours/week
    2

  • Victoria Cimuluca

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Michael Walter

    SVP-Chief Financial Officer

    Total calculated
    $292,478
    From this org
    $0
    From related orgs
    $255,292
    Other
    $37,186
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,292 related
    Bonus
    $0 + $50,000 related
    Other
    $0
    Deferred
    $0 + $33,750 related
    Nontaxable benefits
    $0 + $3,436 related
    Filer's total
    $0 + $292,478 related

  • Kevin Lenahan

    EVP-Chief Business & Strategy Officer

    Total calculated
    $6,049,032
    From this org
    $0
    From related orgs
    $4,617,182
    Other
    $1,431,850
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,266,037 related
    Bonus
    $0 + $752,083 related
    Other
    $0 + $2,599,062 related
    Deferred
    $0 + $1,415,320 related
    Nontaxable benefits
    $0 + $16,530 related
    Filer's total
    $0 + $6,049,032 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 4b
2022 Supplemental Executive Retirement Plan (SERP) Earned Credits Atlantic Health implemented a non-qualified Supplemental Executive Retirement Plan (SERP) paid entirely by Atlantic Health System. The SERP is provided to individuals that hold an executive position with Atlantic Health System. The SERP is in addition to benefits provided under the Atlantic Health System 403(b) and the Cash Balance plan if hired prior to December 15, 2013. Michael Walter 33,750 The above amounts represent earned credits which have not vested and were not included in theor respective 2022 W-2's compensation. However, the earned credit was included as Other Compensation in Column (F) of Part VII and in Schedule J, Column (C) of the 2022 IRS 990 tax return per IRS guidance. Once the Trustees meet the applicable vesting criteria of the plan, the SERP credits will be included as taxable compensation in their respective Form W-2 of that year. Part I, Line 4b: 2022 Mid Career Hire Plan Earned Credits The following Officer/trustee/key employee earned credits in the non-qualified retirement plan-457(f) plan known as the Mid-Career Hire Plan (MCHP): Kevin Lenahan $1,387,870 The above amount represents earned credits which have not vested and were not included in the respective 2022 W-2 compensation. However, the earned credits were included as Other Compensation in Column (F) of Part VII and as Deferred Compensation in Column (C) of Part II, Schedule J of the 2022 IRS 990 tax return per IRS guidance. Once the officer meets the applicable vesting criteria of the plan, the MCHP credits will be included as taxable compensation in their respective W-2's of that year. 2022 Mid Career Hire Plan The organization provides a supplemental non-qualified retirement plan (457f plan) known as the Mid-Career Hire Plan (MCHP) for certain officers and key employees. During 2022, the following officer/key employee received vested distributions in this non-qualified retirement plan. Such distributions were included in Box 1, Box 5 and Box 16 of their respective Form W-2: Kevin Lenahan $2,578,814 The Mid Career Hire Plan was terminated effective January 1, 2023. Any existing participants were transferred at that time into the Supplmental Exectiuve Retirement Plan (SERP) as outlined above.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323179349303477

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