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← UNIVERSITY PHYSICIANS & SURGEONS INC

Form 990 for tax year 2024

Filed by UNIVERSITY PHYSICIANS & SURGEONS INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2024 , filed 6 August 2026. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$66,830,985 changed to $286,547,659
Total expenses
$67,089,584 changed to $280,563,151
Contributions and grants received
$165,393 changed to $7,477,902
Grants paid
$822,976 changed to $12,786
Program service revenue
$65,679,542 changed to $275,986,522
Investment income
$649,224 changed to $2,269,593
Other revenue
$336,826 changed to $813,642
Total assets, end of year
$164,508,971 changed to $184,334,530
Total liabilities, end of year
$87,590,414 changed to $101,194,084
Net assets or fund balances, end of year
$76,918,557 changed to $83,140,446
Program services expenses
$62,925,036 changed to $259,451,814
Management and general expenses
$4,164,548 changed to $21,111,337
Program service expenses (Part III)
$62,925,036 changed to $259,451,814

Listed only on the earlier return

  • Chad Lavender
  • F Layton Cottrill
  • John K Fife
  • Melissa E Leasure
  • Michael Chirico
  • Michael McCarthy
  • Sajeel Khan
  • Sheanna Spence
  • Vishal Verma
  • Wesam Frandah

Listed only on the later return

  • Aamir Cheema
  • Andy Mullins
  • Bryon S Raynes
  • Chad Fisher
  • Chadwick Smith
  • Christopher Hoffman
  • Dennis Lee
  • Dwight Saulle
  • Jack Stines
  • Jessie Shields
  • Joseph Shapiro
  • Kenneth Jackson
  • Kevin Barr
  • Krista Denning
  • Kristi Arrowood
  • Mark Studeny
  • Matthew Werthammer
  • Melissa Leasure
  • Molly Frick
  • Nepal Chowdhury
  • Paul Ferguson
  • Shawn Bastin

Listed under a different title

  • Andrea Lauffer: DIRECTOR then FORMER DIREC
  • Bradley Burck: VP CORP FND then FORMER VP CO
  • David M Ward: SENIOR VP & then FORMER VP &
  • Joseph Evans: FORMER VICE- then FORMER VICE
  • Kevin W Yingling: PRESIDENT & then FORMER PRES.
  • Paul E Smith: CHIEF ADMIN then FORMER CAO
  • Regina M Campbell: CHIEF NURSIN then COO
  • Stephen Petrany: DIRECTOR then FORMER DIREC

Totals

Total revenue
$66,830,985
Total expenses
$67,089,584
Contributions and grants received
$165,393
Grants paid
$822,976
Program service revenue
$65,679,542
Investment income
$649,224
Other revenue
$336,826
Total assets, end of year
$164,508,971
Total liabilities, end of year
$87,590,414
Net assets or fund balances, end of year
$76,918,557
Program services expenses (Part IX)
$62,925,036
Management and general expenses
$4,164,548
Fundraising expenses
$0
Program service expenses (Part III)
$62,925,036

Program services were 93.8% 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.

  • 1f · All other contributions, gifts and grants

    $165,393

  • 2a · Program service revenue: HEALTH CARE SERVICES

    total $65,679,542 · related or exempt $65,679,542

  • 3 · Investment income

    total $314,035 · excluded $314,035

  • 6a · Gross rents

    real property $49,366

  • 6c · Rental income or loss

    real property $49,366

  • 6d · Net rental income or loss

    total $49,366 · excluded $49,366

  • 7a · Gross sales of assets other than inventory

    securities $1,965,513

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

    securities $1,630,324

  • 7c · Gain or loss

    securities $335,189

  • 7d · Net gain or loss

    total $335,189 · excluded $335,189

  • 11a · Other revenue: FORFEITED RETIREMENT PREMIUMS

    total $287,460 · excluded $287,460

  • 11e · Other revenue, total

    $287,460

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $822,976 · program services $822,976

  • 5 · Compensation of officers, directors and key employees

    total $3,998,130 · program services $3,798,223 · management and general $199,907

  • 7 · Other salaries and wages

    total $44,523,452 · program services $41,852,045 · management and general $2,671,407

  • 8 · Pension plan contributions

    total $1,820,645 · program services $1,711,406 · management and general $109,239

  • 9 · Other employee benefits

    total $4,085,982 · program services $3,840,823 · management and general $245,159

  • 10 · Payroll taxes

    total $2,200,217 · program services $2,068,204 · management and general $132,013

  • 11b · Fees: legal

    total $177,435 · management and general $177,435

  • 11c · Fees: accounting

    total $16,784 · management and general $16,784

  • 11g · Fees: other

    total $2,750,269 · program services $2,660,386 · management and general $89,883

  • 12 · Advertising and promotion

    total $220,697 · program services $207,455 · management and general $13,242

  • 13 · Office expenses

    total $1,637,462 · program services $1,539,214 · management and general $98,248

  • 16 · Occupancy

    total $532,234 · program services $500,300 · management and general $31,934

  • 17 · Travel

    total $79,869 · program services $75,077 · management and general $4,792

  • 19 · Conferences, conventions and meetings

    total $414,141 · program services $389,293 · management and general $24,848

  • 20 · Interest

    total $202,459 · management and general $202,459

  • 22 · Depreciation, depletion and amortization

    total $950,920 · program services $893,865 · management and general $57,055

  • 23 · Insurance

    total $531,327 · program services $499,447 · management and general $31,880

  • 24a · Other expenses: MEDICATIONS AND SUPPLIES

    total $1,153,528 · program services $1,153,528

  • 24b · Other expenses: RECRUITMENT

    total $505,134 · program services $474,826 · management and general $30,308

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $401,020 · program services $376,959 · management and general $24,061

  • 24d · Other expenses: PROFESSIONAL DUES

    total $64,903 · program services $61,009 · management and general $3,894

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,657 · end of year $10,657

  • 2 · Savings and temporary cash investments

    beginning of year $11,843,541 · end of year $7,457,612

  • 4 · Accounts receivable

    beginning of year $9,856,258 · end of year $10,306,120

  • 6 · Loans and receivables from disqualified persons

    beginning of year $13,424,723 · end of year $14,375,801

  • 8 · Inventories for sale or use

    beginning of year $570,748 · end of year $615,072

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,519,888 · end of year $2,253,734

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

    $44,204,350

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

    $3,799,638

  • 10c · Land, buildings and equipment, net

    beginning of year $41,355,632 · end of year $40,404,712

  • 11 · Investments: publicly traded securities

    beginning of year $47,484,196 · end of year $49,233,028

  • 13 · Investments: program-related

    beginning of year $4,578,620 · end of year $4,676,147

  • 15 · Other assets

    beginning of year $43,162,539 · end of year $35,176,088

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,274,663 · end of year $38,832,341

  • 20 · Tax-exempt bond liabilities

    beginning of year $11,245,379 · end of year $11,096,120

  • 21 · Escrow or custodial account liability

    beginning of year $5,363,618 · end of year $5,678,256

  • 23 · Secured mortgages and notes payable

    beginning of year $10,789,409 · end of year $10,561,816

  • 25 · Other liabilities

    beginning of year $33,571,284 · end of year $21,421,881

  • 27 · Net assets without donor restrictions

    beginning of year $74,773,798 · end of year $76,086,819

  • 28 · Net assets with donor restrictions

    beginning of year $788,651 · end of year $831,738

Mission and programs · 2024

Mission

TO SUPPORT THE CLINICAL, EDUCATIONAL, RESEARCH AND SERVICES MISSIONS OF THE JOAN C. EDWARDS SCHOOL OF MEDICINE IN ORDER TO BUILD A HEALTHIER TOMORROW.

Activities or mission (Part I)

UNIVERSITY PHYSICIANS & SURGEONS, INC. IS A NOT-FOR-PROFIT ORGANIZATION INCORPORATED IN THE STATE OF WEST VIRGINIA. THE MEMBERSHIP OF THE ORGANIZATION CONSISTS OF PHYSICIANS WHO ARE FACULTY MEMBERS OF THE MARSHALL UNIVERSITY SCHOOL OF MEDICINE (MUSOM). REVENUES OF THE ORGANIZATION ARE USED FOR THE PUBLIC PURPOSE OF FURTHERING THE GOALS AND OBJECTIVES OF THE MUSOM AND ARE DERIVED PRINCIPALLY FROM BILLINGS FOR MEDICAL SERVICES FURNISHED BY THE ORGANIZATION'S MEMBERSHIP WITHIN THE SCOPE OF THEIR DUTIES AS FACULTY OF THE MUSOM.

  • THE CORPORATION SUPPORTED THE FACULTY PHYSICIANS OF THE SCHOOL OF MEDICINE IN THEIR PROVISION OF MEDICAL SERVICES WITH APPROXIMATELY 135,000 PATIENT ENCOUNTERS.

    Expenses $62,925,036 · Grants $822,976 · Revenue $65,679,542

As filed on the 2024 return.

Listed in Part VII

  • Vishal Verma

    PHYSICIAN

    Total calculated
    $1,923,499
    From this org
    $1,494,732
    From related orgs
    $25,000
    Other
    $403,767
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,494,732 + $25,000 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $402,267 + $1,500 related
    Nontaxable benefits
    not reported
    Filer's total
    $1,896,999 + $26,500 related

  • Nicolas Phan

    PHYSICIAN

    Total calculated
    $1,808,617
    From this org
    $1,674,337
    From related orgs
    $108,000
    Other
    $26,280
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,674,337 + $108,000 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $19,800 + $6,480 related
    Nontaxable benefits
    not reported
    Filer's total
    $1,694,137 + $114,480 related

  • Sajeel Khan

    PHYSICIAN

    Total calculated
    $1,503,686
    From this org
    $1,457,386
    From related orgs
    $25,000
    Other
    $21,300
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,457,386 + $25,000 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $19,800 + $1,500 related
    Nontaxable benefits
    not reported
    Filer's total
    $1,477,186 + $26,500 related

  • Wesam Frandah

    PHYSICIAN

    Total calculated
    $1,435,458
    From this org
    $1,387,833
    From related orgs
    $26,250
    Other
    $21,375
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,387,833 + $26,250 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $19,800 + $1,575 related
    Nontaxable benefits
    not reported
    Filer's total
    $1,407,633 + $27,825 related

  • Chad Lavender

    PHYSICIAN

    Total calculated
    $1,414,204
    From this org
    $1,319,827
    From related orgs
    $25,000
    Other
    $69,377
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,319,827 + $25,000 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $67,877 + $1,500 related
    Nontaxable benefits
    not reported
    Filer's total
    $1,387,704 + $26,500 related

  • Ali Oliashirazi

    DIRECTOR

    Total calculated
    $1,290,554
    From this org
    $899,250
    From related orgs
    $351,704
    Other
    $39,600
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $899,250 + $351,704 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $19,800 + $19,800 related
    Nontaxable benefits
    not reported
    Filer's total
    $919,050 + $371,504 related

  • Kevin W Yingling

    PRESIDENT &

    Total calculated
    $1,033,744
    From this org
    $0
    From related orgs
    $865,245
    Other
    $168,499

    Schedule J breakdown matched by us

    Base
    not reported + $846,387 related
    Bonus
    not reported
    Other
    not reported + $18,858 related
    Deferred
    not reported + $139,800 related
    Nontaxable benefits
    not reported + $28,699 related
    Filer's total
    not reported + $1,033,744 related

  • David M Ward

    SENIOR VP &

    Total calculated
    $963,152
    From this org
    $0
    From related orgs
    $928,179
    Other
    $34,973

    Schedule J breakdown matched by us

    Base
    not reported + $570,143 related
    Bonus
    not reported + $343,513 related
    Other
    not reported + $14,523 related
    Deferred
    not reported + $20,623 related
    Nontaxable benefits
    not reported + $14,350 related
    Filer's total
    not reported + $963,152 related

  • Steven Lochow

    DIRECTOR

    Total calculated
    $843,508
    From this org
    $0
    From related orgs
    $833,608
    Other
    $9,900

    Schedule J breakdown matched by us

    Base
    not reported + $833,608 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $9,900 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $843,508 related

  • Mehiar El-Hamdani

    DIRECTOR

    Total calculated
    $808,599
    From this org
    $515,542
    From related orgs
    $257,790
    Other
    $35,267
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $515,542 + $257,790 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $19,800 + $15,467 related
    Nontaxable benefits
    not reported
    Filer's total
    $535,342 + $273,257 related

  • Dana Lycans

    FORMER DIREC

    Total calculated
    $793,667
    From this org
    $747,367
    From related orgs
    $25,000
    Other
    $21,300
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $747,367 + $25,000 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $19,800 + $1,500 related
    Nontaxable benefits
    not reported
    Filer's total
    $767,167 + $26,500 related

  • Larry Dial

    CHAIR

    Total calculated
    $564,014
    From this org
    $0
    From related orgs
    $544,214
    Other
    $19,800
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $493,805 related
    Bonus
    not reported + $50,409 related
    Other
    not reported
    Deferred
    not reported + $19,800 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $564,014 related

  • Hoyt J Burdick

    VP CMO

    Total calculated
    $551,639
    From this org
    $0
    From related orgs
    $508,206
    Other
    $43,433

    Schedule J breakdown matched by us

    Base
    not reported + $500,568 related
    Bonus
    not reported
    Other
    not reported + $7,638 related
    Deferred
    not reported + $15,738 related
    Nontaxable benefits
    not reported + $27,695 related
    Filer's total
    not reported + $551,639 related

  • Anthony Alberico

    FORMER DIREC

    Total calculated
    $530,757
    From this org
    $442,754
    From related orgs
    $67,504
    Other
    $20,499
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $442,754 + $67,504 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $16,449 + $4,050 related
    Nontaxable benefits
    not reported
    Filer's total
    $459,203 + $71,554 related

  • Lisa C Stump

    SYSTEM VP &

    Total calculated
    $528,086
    From this org
    $0
    From related orgs
    $488,887
    Other
    $39,199

    Schedule J breakdown matched by us

    Base
    not reported + $381,398 related
    Bonus
    not reported + $105,467 related
    Other
    not reported + $2,022 related
    Deferred
    not reported + $10,500 related
    Nontaxable benefits
    not reported + $28,699 related
    Filer's total
    not reported + $528,086 related

  • David Jude

    FORMER DIREC

    Total calculated
    $485,327
    From this org
    $359,527
    From related orgs
    $100,000
    Other
    $25,800
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $359,527 + $100,000 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $19,800 + $6,000 related
    Nontaxable benefits
    not reported
    Filer's total
    $379,327 + $106,000 related

  • Dewayne Tackett

    DIRECTOR

    Total calculated
    $479,628
    From this org
    $0
    From related orgs
    $469,728
    Other
    $9,900

    Schedule J breakdown matched by us

    Base
    not reported + $469,728 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $9,900 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $479,628 related

  • Paul E Smith

    CHIEF ADMIN

    Total calculated
    $478,388
    From this org
    $0
    From related orgs
    $433,194
    Other
    $45,194

    Schedule J breakdown matched by us

    Base
    not reported + $425,556 related
    Bonus
    not reported
    Other
    not reported + $7,638 related
    Deferred
    not reported + $16,495 related
    Nontaxable benefits
    not reported + $28,699 related
    Filer's total
    not reported + $478,388 related

  • Stephen Petrany

    DIRECTOR

    Total calculated
    $467,700
    From this org
    $181,736
    From related orgs
    $262,264
    Other
    $23,700
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,736 + $262,264 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,964 + $15,736 related
    Nontaxable benefits
    not reported
    Filer's total
    $189,700 + $278,000 related

  • Robert Tayengco

    DIRECTOR

    Total calculated
    $465,524
    From this org
    $0
    From related orgs
    $450,530
    Other
    $14,994

    Schedule J breakdown matched by us

    Base
    not reported + $450,530 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $14,994 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $465,524 related

  • Paulette Wehner

    FORMER SEC/T

    Total calculated
    $424,000
    From this org
    $179,496
    From related orgs
    $220,504
    Other
    $24,000
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,496 + $220,504 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $10,770 + $13,230 related
    Nontaxable benefits
    not reported
    Filer's total
    $190,266 + $233,734 related

  • Hadassah Frye

    DIRECTOR

    Total calculated
    $422,274
    From this org
    $0
    From related orgs
    $412,374
    Other
    $9,900

    Schedule J breakdown matched by us

    Base
    not reported + $412,374 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $9,900 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $422,274 related

  • Mark A Morgan

    VP PHYS SERV

    Total calculated
    $413,569
    From this org
    $0
    From related orgs
    $358,442
    Other
    $55,127

    Schedule J breakdown matched by us

    Base
    not reported + $350,503 related
    Bonus
    not reported + $6,697 related
    Other
    not reported + $1,242 related
    Deferred
    not reported + $10,500 related
    Nontaxable benefits
    not reported + $44,627 related
    Filer's total
    not reported + $413,569 related

  • Susan T Robinson

    CHIEF HR OFF

    Total calculated
    $411,869
    From this org
    $0
    From related orgs
    $356,742
    Other
    $55,127

    Schedule J breakdown matched by us

    Base
    not reported + $353,178 related
    Bonus
    not reported
    Other
    not reported + $3,564 related
    Deferred
    not reported + $10,500 related
    Nontaxable benefits
    not reported + $44,627 related
    Filer's total
    not reported + $411,869 related

  • Regina M Campbell

    CHIEF NURSIN

    Total calculated
    $409,629
    From this org
    $0
    From related orgs
    $341,453
    Other
    $68,176

    Schedule J breakdown matched by us

    Base
    not reported + $334,595 related
    Bonus
    not reported
    Other
    not reported + $6,858 related
    Deferred
    not reported + $20,375 related
    Nontaxable benefits
    not reported + $47,801 related
    Filer's total
    not reported + $409,629 related

  • Melissa E Leasure

    SYSTEM VP &

    Total calculated
    $406,849
    From this org
    $0
    From related orgs
    $351,722
    Other
    $55,127

    Schedule J breakdown matched by us

    Base
    not reported + $350,444 related
    Bonus
    not reported
    Other
    not reported + $1,278 related
    Deferred
    not reported + $10,500 related
    Nontaxable benefits
    not reported + $44,627 related
    Filer's total
    not reported + $406,849 related

  • Beth Hammers

    CEAO

    Total calculated
    $369,800
    From this org
    $350,000
    From related orgs
    $0
    Other
    $19,800
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $350,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    $19,800
    Nontaxable benefits
    not reported
    Filer's total
    $369,800

  • Eduardo Pino

    SYSTEM CMIO

    Total calculated
    $350,358
    From this org
    $0
    From related orgs
    $312,399
    Other
    $37,959

    Schedule J breakdown matched by us

    Base
    not reported + $305,541 related
    Bonus
    not reported
    Other
    not reported + $6,858 related
    Deferred
    not reported + $9,260 related
    Nontaxable benefits
    not reported + $28,699 related
    Filer's total
    not reported + $350,358 related

  • James Becker

    FORMER DIREC

    Total calculated
    $336,538
    From this org
    $235,000
    From related orgs
    $83,055
    Other
    $18,483
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,000 + $83,055 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $13,500 + $4,983 related
    Nontaxable benefits
    not reported
    Filer's total
    $248,500 + $88,038 related

  • Susan Flesher

    DIRECTOR

    Total calculated
    $335,042
    From this org
    $259,202
    From related orgs
    $56,875
    Other
    $18,965
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $259,202 + $56,875 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $15,552 + $3,413 related
    Nontaxable benefits
    not reported
    Filer's total
    $274,754 + $60,288 related

  • Bobby Miller

    FORMER CHAIR

    Total calculated
    $324,893
    From this org
    $0
    From related orgs
    $306,503
    Other
    $18,390
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    not reported + $306,503 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $18,390 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $324,893 related

  • Aaron C Blevins

    CHIEF PHARMA

    Total calculated
    $319,805
    From this org
    $0
    From related orgs
    $259,489
    Other
    $60,316

    Schedule J breakdown matched by us

    Base
    not reported + $248,815 related
    Bonus
    not reported + $9,865 related
    Other
    not reported + $809 related
    Deferred
    not reported + $15,689 related
    Nontaxable benefits
    not reported + $44,627 related
    Filer's total
    not reported + $319,805 related

  • Fareed Aziz

    VP REVENUE C

    Total calculated
    $313,222
    From this org
    $0
    From related orgs
    $260,477
    Other
    $52,745

    Schedule J breakdown matched by us

    Base
    not reported + $259,937 related
    Bonus
    not reported
    Other
    not reported + $540 related
    Deferred
    not reported + $8,118 related
    Nontaxable benefits
    not reported + $44,627 related
    Filer's total
    not reported + $313,222 related

  • David Gozal

    VICE-CHAIRMA

    Total calculated
    $312,107
    From this org
    $150,568
    From related orgs
    $144,231
    Other
    $17,308
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $150,568 + $144,231 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $8,654 + $8,654 related
    Nontaxable benefits
    not reported
    Filer's total
    $159,222 + $152,885 related

  • Bradley Burck

    VP CORP FND

    Total calculated
    $309,485
    From this org
    $0
    From related orgs
    $263,077
    Other
    $46,408

    Schedule J breakdown matched by us

    Base
    not reported + $221,535 related
    Bonus
    not reported + $39,624 related
    Other
    not reported + $1,918 related
    Deferred
    not reported + $7,946 related
    Nontaxable benefits
    not reported + $38,462 related
    Filer's total
    not reported + $309,485 related

  • Joseph Evans

    FORMER VICE-

    Total calculated
    $296,759
    From this org
    $226,956
    From related orgs
    $53,255
    Other
    $16,548
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $226,956 + $53,255 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $13,353 + $3,195 related
    Nontaxable benefits
    not reported
    Filer's total
    $240,309 + $56,450 related

  • John M Straub

    CFO

    Total calculated
    $265,000
    From this org
    $250,000
    From related orgs
    $0
    Other
    $15,000
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $250,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    $15,000
    Nontaxable benefits
    not reported
    Filer's total
    $265,000

  • Shannon Browning

    CMIO

    Total calculated
    $261,680
    From this org
    $148,180
    From related orgs
    $100,000
    Other
    $13,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,180 + $100,000 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,500 + $6,000 related
    Nontaxable benefits
    not reported
    Filer's total
    $155,680 + $106,000 related

  • John K Fife

    VP SUPPLY CH

    Total calculated
    $225,419
    From this org
    $0
    From related orgs
    $181,458
    Other
    $43,961

    Schedule J breakdown matched by us

    Base
    not reported + $180,586 related
    Bonus
    not reported
    Other
    not reported + $872 related
    Deferred
    not reported + $5,499 related
    Nontaxable benefits
    not reported + $38,462 related
    Filer's total
    not reported + $225,419 related

  • Nathan Ward

    COO

    Total calculated
    $222,600
    From this org
    $210,000
    From related orgs
    $0
    Other
    $12,600
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $210,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    $12,600
    Nontaxable benefits
    not reported
    Filer's total
    $222,600

  • Michael McCarthy

    CIO

    Total calculated
    $212,896
    From this org
    $95,532
    From related orgs
    $105,327
    Other
    $12,037
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $95,532 + $105,327 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $5,717 + $6,320 related
    Nontaxable benefits
    not reported
    Filer's total
    $101,249 + $111,647 related

  • Thomas A Hefner

    VP FINANCE

    Total calculated
    $208,222
    From this org
    $0
    From related orgs
    $175,196
    Other
    $33,026

    Schedule J breakdown matched by us

    Base
    not reported + $173,973 related
    Bonus
    not reported
    Other
    not reported + $1,223 related
    Deferred
    not reported + $5,331 related
    Nontaxable benefits
    not reported + $27,695 related
    Filer's total
    not reported + $208,222 related

  • Michael Chirico

    FORMER CSO

    Total calculated
    $169,222
    From this org
    $160,209
    From related orgs
    $0
    Other
    $9,013
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,209
    Bonus
    not reported
    Other
    not reported
    Deferred
    $9,013
    Nontaxable benefits
    not reported
    Filer's total
    $169,222

  • Andrea Lauffer

    DIRECTOR

    Total calculated
    $161,970
    From this org
    $128,198
    From related orgs
    $25,000
    Other
    $8,772
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,198 + $25,000 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    $7,272 + $1,500 related
    Nontaxable benefits
    not reported
    Filer's total
    $135,470 + $26,500 related

  • Sheanna Spence

    CMO

    Total calculated
    $106,250
    From this org
    $100,250
    From related orgs
    $0
    Other
    $6,000
    Hours/week
    40

  • F Layton Cottrill

    FORMER MU DE

    Total calculated
    $20,808
    From this org
    $20,808
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $20,808
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $20,808

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 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

SCHEDULE J, PAGE 1, PART I, LINE 4
VISHAL VERMA 0 382,467 0 CHAD LAVENDER 0 48,077 0
SCHEDULE J, PART III
PART I, LINE 3: THE BOARD OF DIRECTORS OF A RELATED ORGANIZATION HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION POLICY SETTING FORTH THE BOARD PHILOSOPHY WITH RESPECT TO THE COMPENSATION OF ITS EXECUTIVES. AN EXECUTIVE COMPENSATION COMMITTEE COMPRISED OF BOARD MEMBERS HAS BEEN DELEGATED THE RESPONSIBILITY FOR ESTABLISHING COMPENSATION OF THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION IN KEEPING WITH THE PHILOSOPHY ESTABLISHED BY THE BOARD. THE COMPENSATION COMMITTEE HAS ENGAGED THE OUTSIDE CONSULTING FIRM OF YAFFE AND ASSOCIATES, A FIRM WHICH SPECIALIZES IN ANALYZING NON-PROFIT EXECUTIVE COMPENSATION. THE OUTSIDE CONSULTING FIRM PERIODICALLY PROVIDES THE COMMITTEE WITH RELEVANT DATA CONCERNING THE COMPENSATION LEVELS OF EXECUTIVES OF HOSPITALS SIMILAR IN SIZE TO THE ORGANIZATION AND IN COMPARABLE GEOGRAPHIC AREAS. THE COMPENSATION COMMITTEE CONSIDERS THIS DATA TOGETHER WITH THE EXTENT TO WHICH PRE-ESTABLISHED GOALS HAVE BEEN ACCOMPLISHED AND THE FINANCIAL PERFORMANCE OF THE HOSPITALS AND ESTABLISHES THE COMPENSATION LEVEL FOR THE CHIEF EXECUTIVE OFFICER. PART I, LINE 4B: EFFECTIVE JULY 1, 2019, THE CORPORATION ESTABLISHED A NON-QUALIFIED EXECUTIVE BENEFIT PLAN FOR KEY EMPLOYEES KNOWN AS THE MARSHALL HEALTH CAPITAL ACCUMULATION PROGRAM (MHCAP). THE MHCAP IS BEING FUNDED VIA LIFE INSURANCE POLICIES, AND SPLIT DOLLAR LOAN AGREEMENTS HAVE BEEN ENTERED INTO WITH THE PARTICIPANTS COVERED UNDER THE PLAN. AS PART OF THE SPLIT DOLLAR LOAN AGREEMENTS, THE PARTICIPANTS HAVE ASSIGNED THE POLICIES TO THE CORPORATION AS COLLATERAL. THIS ASSIGNMENT SECURES REPAYMENT OF ANY ADVANCES AND ACCRUED INTEREST FOR THE POLICY PREMIUMS. THE LOANS BEAR INTEREST AT THE APPLICABLE FEDERAL RATE UNDER INTERNAL REVENUE CODE SECTION 1274(D) IN EFFECT ON THE DATE OF THE LOAN. THE RATE IS BASED ON THE PARTICIPANTS' LIFE EXPECTANCY AND THE COMPOUNDING PERIOD AS PROVIDED IN TREASURY REGULATION SECTION 1.7872-15. REPAYMENT OF THE LOANS OCCURS AT THE TIME OF DEATH OF THE PARTICIPANTS. REFER TO SCHEDULE L FOR MORE INFORMATION. RELATED ORGANIZATION HAS A 457F PLAN FOR CERTAIN OFFICERS. THE FOLLOWING PAYMENTS WERE MADE DURING THE YEAR: KEVIN YINGLING, PRESIDENT & CEO 129,300 HOYT BURDICK, VP & CMO 77,768 REGINA CAMPBELL, CHIEF NURSING OFFICER 52,039 LARRY DIAL, CHIEF CLINICAL OFFICER 75,003

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.

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.

  • THREE GABLES SURGERY CENTER

    RELATED · HEALTHCARE · OH · 41.12% owned · share of income -$145,099

Related corporations and trusts

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

  • MARSHALL PHARMACY

    C CORP · PHARMACIES · WV · 45% owned · share of income $242,626 · share of assets $2,908,147

Provenance

Return type
form_990
Tax year
2024
Filed
13 August 2025
IRS schema version
2024v5.0
Source object
202532279349303413

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