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← SURGICAL ASSOCIATES RESEARCH AND EDUCATION FOUNDATION

Form 990 for tax year 2022

Filed by SURGICAL ASSOCIATES RESEARCH AND EDUCATION FOUNDATION.

Totals

Total revenue
$164,406
Total expenses
$381,187
Contributions and grants received
$0
Grants paid
$372,000
Program service revenue
$0
Investment income
$164,406
Other revenue
$0
Total assets, end of year
$3,900,896
Total liabilities, end of year
$972
Net assets or fund balances, end of year
$3,899,924
Program services expenses (Part IX)
$374,531
Management and general expenses
$6,656
Fundraising expenses
$0
Program service expenses (Part III)
$374,531

Program services were 98.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JESSE A TAYLOR MD

    DIRECTOR

    Total calculated
    $2,567,266
    From this org
    $0
    From related orgs
    $2,518,592
    Other
    $48,674
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,492,776 related
    Bonus
    $0 + $925,187 related
    Other
    $0 + $100,629 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $21,224 related
    Filer's total
    $0 + $2,567,266 related

  • PHILIP STORM MD

    VICE PRESIDENT, DIRECTOR

    Total calculated
    $2,396,332
    From this org
    $0
    From related orgs
    $2,349,736
    Other
    $46,596
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,790,736 related
    Bonus
    $0 + $558,750 related
    Other
    $0 + $250 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $19,146 related
    Filer's total
    $0 + $2,396,332 related

  • N SCOTT ADZICK MD

    CHAIRMAN, DIRECTOR

    Total calculated
    $2,334,226
    From this org
    $0
    From related orgs
    $2,291,952
    Other
    $42,274
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,438,806 related
    Bonus
    $0 + $592,718 related
    Other
    $0 + $260,428 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $14,824 related
    Filer's total
    $0 + $2,334,226 related

  • JONATHAN M CHEN MD

    PRESIDENT, DIRECTOR

    Total calculated
    $2,085,082
    From this org
    $0
    From related orgs
    $2,038,486
    Other
    $46,596
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,540,736 related
    Bonus
    $0 + $497,500 related
    Other
    $0 + $250 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $19,146 related
    Filer's total
    $0 + $2,085,082 related

  • JOHN FLYNN MD

    DIRECTOR

    Total calculated
    $1,455,851
    From this org
    $0
    From related orgs
    $1,409,255
    Other
    $46,596
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $657,036 related
    Bonus
    $0 + $751,752 related
    Other
    $0 + $467 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $19,146 related
    Filer's total
    $0 + $1,455,851 related

  • MICHAEL NANCE MD

    DIRECTOR

    Total calculated
    $971,899
    From this org
    $0
    From related orgs
    $925,303
    Other
    $46,596
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $611,486 related
    Bonus
    $0 + $234,500 related
    Other
    $0 + $79,317 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $19,146 related
    Filer's total
    $0 + $971,899 related

  • KAREN ZUR MD

    SECRETARY/DIRECTOR

    Total calculated
    $897,765
    From this org
    $0
    From related orgs
    $857,711
    Other
    $40,054
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $480,992 related
    Bonus
    $0 + $376,469 related
    Other
    $0 + $250 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $12,604 related
    Filer's total
    $0 + $897,765 related

  • GIL BINENBAUM MD

    TREASURER, DIRECTOR

    Total calculated
    $806,926
    From this org
    $0
    From related orgs
    $764,688
    Other
    $42,238
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,608 related
    Bonus
    $0 + $375,613 related
    Other
    $0 + $467 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $14,788 related
    Filer's total
    $0 + $806,926 related

  • THOMAS KOLON MD

    DIRECTOR

    Total calculated
    $771,631
    From this org
    $0
    From related orgs
    $725,035
    Other
    $46,596
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $442,236 related
    Bonus
    $0 + $282,082 related
    Other
    $0 + $717 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $19,146 related
    Filer's total
    $0 + $771,631 related

  • MONTE MILLS MD

    FORMER DIRECTOR

    Total calculated
    $752,602
    From this org
    $0
    From related orgs
    $707,823
    Other
    $44,779
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,419 related
    Bonus
    $0 + $291,687 related
    Other
    $0 + $717 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $17,329 related
    Filer's total
    $0 + $752,602 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)

SCHEDULE J, PART I, LINE 4B
N SCOTT ADZICK MD - 259,049 SCHEDULE J, PART II SURGICAL ASSOCIATES RESEARCH AND EDUCATION FOUNDATION IS A SUBSIDIARY OF THE CHILDREN'S HOSPITAL OF PHILADELPHIA. OUR PHYSICIANS, WHO ARE COMMON LAW EMPLOYEES, ARE W-2 EMPLOYEES OF EITHER THE UNIVERSITY OF PENNSYLVANIA (AN UNRELATED ORGANIZATION) OR THE CHILDREN'S HOSPITAL OF PHILADELPHIA (A RELATED ORGANIZATION).

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
29 March 2024
IRS schema version
2022v5.0
Source object
202401109349300715

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