Skip to content
Nonprofiteer
← EMPATH-STRATUM INC

Form 990 for tax year 2023

Filed by EMPATH-STRATUM INC.

Totals

Total revenue
$51,113,668
Total expenses
$55,075,858
Contributions and grants received
$5,055,917
Grants paid
$0
Program service revenue
$46,041,124
Investment income
$16,627
Other revenue
$0
Total assets, end of year
$641,052,107
Total liabilities, end of year
$29,536,441
Net assets or fund balances, end of year
$611,515,666
Program services expenses (Part IX)
$11,285,649
Management and general expenses
$43,790,209
Fundraising expenses
$0
Program service expenses (Part III)
$11,285,649

Program services were 20.5% 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.

  • 1d · Related organizations

    $5,000,000

  • 1e · Government grants (contributions)

    $55,917

  • 2a · Program service revenue: MANAGEMENT FEE REVENUE

    total $45,816,140 · related or exempt $45,816,140

  • 2b · Program service revenue: OTHER REVENUE

    total $224,984 · related or exempt $224,984

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    other assets $16,627

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $16,627

  • 7d · Net gain or loss

    total $16,627 · excluded $16,627

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $22,463,986 · program services $7,685,674 · management and general $14,778,312

  • 8 · Pension plan contributions

    total $659,658 · program services $239,070 · management and general $420,588

  • 9 · Other employee benefits

    total $3,481,490 · program services $1,407,332 · management and general $2,074,158

  • 10 · Payroll taxes

    total $1,965,359 · program services $510,277 · management and general $1,455,082

  • 11b · Fees: legal

    total $583,635 · program services $95,704 · management and general $487,931

  • 11c · Fees: accounting

    total $172,319 · management and general $172,319

  • 11f · Fees: investment management

    total $109,604 · management and general $109,604

  • 11g · Fees: other

    total $4,331,508 · program services $425,429 · management and general $3,906,079 · fundraising $0

  • 12 · Advertising and promotion

    total $423,610 · program services $23,373 · management and general $400,237

  • 13 · Office expenses

    total $4,749,850 · program services $305,523 · management and general $4,444,327

  • 14 · Information technology

    total $734,738 · program services $1,153 · management and general $733,585

  • 16 · Occupancy

    total $5,368,418 · program services $75,530 · management and general $5,292,888

  • 17 · Travel

    total $34,960 · program services $9,741 · management and general $25,219

  • 19 · Conferences, conventions and meetings

    total $212,594 · program services $185,878 · management and general $26,716

  • 22 · Depreciation, depletion and amortization

    total $837,224 · management and general $837,224

  • 23 · Insurance

    total $310,750 · program services $118,919 · management and general $191,831

  • 24a · Other expenses: INTEGRATION AND ACQUISITION COST

    total $7,526,862 · management and general $7,526,862

  • 24b · Other expenses: RECRUITMENT

    total $605,319 · management and general $605,319

  • 24c · Other expenses: TRAINING

    total $215,902 · program services $131,143 · management and general $84,759

  • 24d · Other expenses: EVENTS AND SUPPORT

    total $81,897 · program services $2,736 · management and general $79,161

  • 24e · All other expenses

    total $206,175 · program services $68,167 · management and general $138,008 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $922,192 · end of year $4,609,971

  • 4 · Accounts receivable

    beginning of year $116,796 · end of year $173,841

  • 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

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,060,074 · end of year $924,927

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

    $12,787,370

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

    $10,799,264

  • 10c · Land, buildings and equipment, net

    beginning of year $21,701,843 · end of year $1,988,106

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $381,260,796 · end of year $632,308,361

  • 15 · Other assets

    beginning of year $17,170 · end of year $1,046,901

  • 17 · Accounts payable and accrued expenses

    beginning of year $18,902,357 · end of year $8,890,830

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $5,487,518 · end of year $20,645,611

  • 27 · Net assets without donor restrictions

    beginning of year $363,162,612 · end of year $586,263,823

  • 28 · Net assets with donor restrictions

    beginning of year $18,526,384 · end of year $25,251,843

Mission and programs · 2023

Mission

THE MISSION OF EMPATH-STRATUM, INC. IS TO PROMOTE AND SUPPORT THE CHARITABLE MISSION OF EACH OF ITS AFFILIATES.

  • EMPATH STRATUM , INC. PROVIDES LEADERSHIP AND STRATEGIC GUIDANCE FOR ITS AFFILIATES: EMPATH HOSPICE DIVISION, EMPATH COMPLETE CARE DIVISION, EMPATH HOME HEALTH DIVISION, EMPATH COMMUNITY SERVICES DIVISION, AND RELATED FOUNDATIONS.

    Expenses $11,285,649 · Revenue $46,041,124

As filed on the 2023 return.

Listed in Part VII

  • BENJAMIN HAYES

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • CHARLES WHETSTONE

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • CHRISTY HENDRICKS

    CHIEF LEGAL OFFICER

    Total calculated
    $418,963
    From this org
    $0
    From related orgs
    $380,853
    Other
    $38,110
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,908 related
    Bonus
    $0 + $3,945 related
    Other
    $0
    Deferred
    $0 + $9,267 related
    Nontaxable benefits
    $0 + $28,843 related
    Filer's total
    $0 + $418,963 related

  • JAN MILLER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • DEBORAH NICKLAUS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LINDA DE MELLO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • LINDA PLASTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MARY JEAN ETTEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MICHAEL USELTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • THOMAS STUHLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • JONATHAN FLEECE

    PRESIDENT/CEO

    Total calculated
    $876,727
    From this org
    $0
    From related orgs
    $827,833
    Other
    $48,894
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $624,933 related
    Bonus
    $0
    Other
    $0 + $202,900 related
    Deferred
    $0 + $15,000 related
    Nontaxable benefits
    $0 + $33,894 related
    Filer's total
    $0 + $876,727 related

  • SAIDA BOUHAMID

    CFO

    Total calculated
    $485,681
    From this org
    $0
    From related orgs
    $447,125
    Other
    $38,556
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,125 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,725 related
    Nontaxable benefits
    $0 + $23,831 related
    Filer's total
    $0 + $485,681 related

  • ARTHUR L CLARK

    VP INFORMATION TECHNOLOGY

    Total calculated
    $255,958
    From this org
    $230,380
    From related orgs
    $0
    Other
    $25,578
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,380
    Bonus
    $0
    Other
    $0
    Deferred
    $6,615
    Nontaxable benefits
    $18,963
    Filer's total
    $255,958

  • LAURA MOSBY

    CHIEF ETHICS & COMPLIANCE OFFICER

    Total calculated
    $237,912
    From this org
    $210,364
    From related orgs
    $0
    Other
    $27,548
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,744
    Bonus
    $0
    Other
    $11,620
    Deferred
    $6,807
    Nontaxable benefits
    $20,741
    Filer's total
    $237,912

  • NEVILLE B SARKARI

    CHIEF MEDICAL OFFICER

    Total calculated
    $511,178
    From this org
    $461,578
    From related orgs
    $0
    Other
    $49,600
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $427,573
    Bonus
    $0
    Other
    $34,005
    Deferred
    $14,834
    Nontaxable benefits
    $34,766
    Filer's total
    $511,178

  • RHONDA L SANDERS

    CHIEF MISSION ACCESS OFFICER

    Total calculated
    $406,356
    From this org
    $370,366
    From related orgs
    $0
    Other
    $35,990
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,366
    Bonus
    $0
    Other
    $0
    Deferred
    $9,085
    Nontaxable benefits
    $26,905
    Filer's total
    $406,356

  • WADE A CHILDRESS

    VP OPERATIONS & HUMAN RESOURCES

    Total calculated
    $343,398
    From this org
    $305,576
    From related orgs
    $0
    Other
    $37,822
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $232,513
    Bonus
    $0
    Other
    $73,063
    Deferred
    $9,318
    Nontaxable benefits
    $28,504
    Filer's total
    $343,398

  • JEFFREY BONHAM

    FORMER CHIEF MISSION IMPLEMENTATION/SVP HOME HEALTH

    Total calculated
    $211,424
    From this org
    $185,887
    From related orgs
    $0
    Other
    $25,537
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,887
    Bonus
    $0
    Other
    $0
    Deferred
    $7,846
    Nontaxable benefits
    $17,691
    Filer's total
    $211,424

  • RAFAEL J SCIULLO

    FORMER PRESIDENT

    Total calculated
    $413,718
    From this org
    $0
    From related orgs
    $411,354
    Other
    $2,364
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $77,884 related
    Bonus
    $0
    Other
    $0 + $333,470 related
    Deferred
    $0 + $901 related
    Nontaxable benefits
    $0 + $1,463 related
    Filer's total
    $0 + $413,718 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE COMPENSATION OF THE PRESIDENT/CEO AND THE EXECUTIVE DIRECTOR IS DETERMINED BY EMPATH-STRATUM, INC. ("ESI"), A RELATED 501(C)(3) ORGANIZATION. ESI USES THE FOLLOWING TO DETERMINE THEIR COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEYS OR STUDIES - APPROVAL BY THE BOARD OF DIRECTORS/COMPENSATION COMMITTEE
Schedule J, Part I, Line 4a Severance or change-of-control payment
WADE A CHILDRESS RECEIVED SEVERANCE PAYMENTS OF $59,420.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FOLLOWING INDIVDUALS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN AND RECEIVED THE FOLLOWING AMOUNTS THAT WERE VESTED DURING CALENDAR YEAR 2023. JONATHAN FLEECE $190,900 RAFAEL J. SCIULLO $333,470 LAURA MOSBY $11,620 NEVILLE B. SARKARI $34,005 WADE A CHILDRESS $13,643

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 corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202522269349302877

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

The source document this was parsed from is served over the API, which is where bulk and document access live.