Skip to content
Nonprofiteer
← HFII CORPORATION

Form 990 for tax year 2023

Filed by HFII CORPORATION.

Totals

Total revenue
$2,898
Total expenses
$3,628
Contributions and grants received
$2,898
Grants paid
$0
Program services expenses (Part IX)
$3,628
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$3,628

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SCOTT A DULCHAVSKY MD PHD

    TRUSTEE - PRESIDENT

    Total calculated
    $1,188,936
    From this org
    $0
    From related orgs
    $1,125,104
    Other
    $63,832
    Hours/week
    2 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $879,295 related
    Bonus
    $0 + $208,702 related
    Other
    $0 + $37,107 related
    Deferred
    $0 + $27,441 related
    Nontaxable benefits
    $0 + $36,391 related
    Filer's total
    $0 + $1,188,936 related

  • ROBIN S DAMSCHRODER

    TRUSTEE-TREASURER

    Total calculated
    $2,468,944
    From this org
    $0
    From related orgs
    $2,407,031
    Other
    $61,913
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,396,213 related
    Bonus
    $0 + $563,406 related
    Other
    $0 + $447,412 related
    Deferred
    $0 + $27,441 related
    Nontaxable benefits
    $0 + $34,472 related
    Filer's total
    $0 + $2,468,944 related

  • STEVEN N KALKANIS MD

    TRUSTEE

    Total calculated
    $2,409,609
    From this org
    $0
    From related orgs
    $2,075,030
    Other
    $334,579
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,228,969 related
    Bonus
    $0 + $605,154 related
    Other
    $0 + $240,907 related
    Deferred
    $0 + $302,685 related
    Nontaxable benefits
    $0 + $31,894 related
    Filer's total
    $0 + $2,409,609 related

  • ABHILASHA PRASAD

    TRUSTEE

    Total calculated
    $557,195
    From this org
    $0
    From related orgs
    $518,839
    Other
    $38,356
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,480 related
    Bonus
    $0 + $114,367 related
    Other
    $0 + $3,992 related
    Deferred
    $0 + $4,950 related
    Nontaxable benefits
    $0 + $33,406 related
    Filer's total
    $0 + $557,195 related

  • ROBERT G RINEY

    TRUSTEE -CHAIR

    Total calculated
    $4,524,962
    From this org
    $0
    From related orgs
    $4,467,923
    Other
    $57,039
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,165,620 related
    Bonus
    $0 + $1,535,761 related
    Other
    $0 + $766,542 related
    Deferred
    $0 + $27,441 related
    Nontaxable benefits
    $0 + $29,598 related
    Filer's total
    $0 + $4,524,962 related

  • MICHELLE JOHNSON TIDJANI ESQ

    SECRETARY (THRU 9/2023)

    Total calculated
    $1,615,611
    From this org
    $0
    From related orgs
    $1,567,789
    Other
    $47,822
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $911,978 related
    Bonus
    $0 + $367,252 related
    Other
    $0 + $288,559 related
    Deferred
    $0 + $22,491 related
    Nontaxable benefits
    $0 + $25,331 related
    Filer's total
    $0 + $1,615,611 related

  • MARJORIE A STATEN JD

    SECRETARY (START 9/2023)

    Total calculated
    $237,931
    From this org
    $0
    From related orgs
    $223,236
    Other
    $14,695
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,185 related
    Bonus
    $0 + $33,653 related
    Other
    $0 + $2,398 related
    Deferred
    $0 + $2,866 related
    Nontaxable benefits
    $0 + $11,829 related
    Filer's total
    $0 + $237,931 related

  • WILLIAM A CONWAY MD

    FORMER TRUSTEE

    Total calculated
    $201,780
    From this org
    $0
    From related orgs
    $167,405
    Other
    $34,375
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,405 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $11,691 related
    Nontaxable benefits
    $0 + $22,684 related
    Filer's total
    $0 + $201,780 related

  • CARLADENISE A EDWARDS PHD

    FORMER TRUSTEE

    Total calculated
    $1,000,937
    From this org
    $0
    From related orgs
    $1,000,937
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $156,122 related
    Other
    $0 + $844,815 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,000,937 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

  • 1a · First-class or charter travel
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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)

PART I, LINE 1A
IT IS THE ORGANIZATION'S POLICY TO PAY OR REIMBURSE EMPLOYEES FOR BONAFIDE BUSINESS TRAVEL BASED ON THE MOST COST EFFECTIVE MEANS AVAILABLE. GENERALLY, WHEN AIR TRAVEL IS INVOLVED THIS EQUATES TO COACH CLASS AIR FARE. UNDER CERTAIN CIRCUMSTANCES, SUCH AS WHEN COACH CLASS IS NOT AVAILABLE OR THE TRIP IS OF AN EXTENSIVE DURATION, SENIOR LEADERSHIP HAS APPROVED BUSINESS CLASS, FIRST CLASS OR CHARTER TRAVEL. IN SUCH CIRCUMSTANCES, THE TRAVEL IS CONSIDERED TO BE FOR A BONAFIDE BUSINESS PURPOSE; ACCORDINGLY, NO TAXABLE INCOME IS REPORTED. CERTAIN MEMBERS OF THE ORGANIZATION'S SENIOR LEADERSHIP RECEIVE MEMBERSHIP TO SOCIAL CLUBS INTENDED TO FURTHER THE BUSINESS NEEDS OF THE ORGANIZATION. USAGE IS REIMBURSED ON A CASE-BY-CASE BASIS BASED UPON DOCUMENTATION OF BUSINESS PURPOSE. IN CONNECTION WITH THE RECRUITMENT AND EMPLOYMENT OF LEADERS AND PHYSICIANS, THE ORGANIZATION AGREES AT TIMES TO PROVIDE TEMPORARY HOUSING AND RELOCATION SERVICES. INTERNAL REVENUE SERVICE GUIDELINES ARE ADHERED TO REGARDING THE REPORTING AND TAXATION OF ALL SUCH ITEMS. THE VALUE OF SUCH SERVICES IS ALSO INCLUDED IN THE EVALUATION OF REASONABLE COMPENSATION. CERTAIN MEMBERS OF THE ORGANIZATION'S SENIOR LEADERSHIP TEAM PARTICIPATE IN A SUPPLEMENTAL RETIREMENT PROGRAM THAT RESULTS IN REPORTABLE TAXABLE INCOME AS THE BENEFITS ACCRUE, RATHER THAN AS THEY ARE PAID. THE ORGANIZATION ALSO OFFERS CERTAIN MEMBERS OF LEADERSHIP THE OPTION OF PARTICIPATING IN AN IRC SEC 457 BENEFIT PROGRAM WHICH ALSO RESULTS IN REPORTABLE TAXABLE INCOME AS BENEFITS ACCRUE, RATHER THAN AS THEY ARE PAID. IT IS AN ELEMENT OF THE PLAN DESIGN TO ABSORB THE ADVANCE TAX IMPACT OF THESE PLANS FOR THE PARTICIPANTS. IN SUCH CASES THE RELATED AMOUNTS ARE REPORTED AS TAXABLE INCOME TO THE INDIVIDUAL AND INCLUDED IN THE DETERMINATION OF REASONABLE COMPENSATION. SEE Q. 4B FOR THE REQUIRED LISTING OF THE PARTICIPATING INDIVIDUALS.
PART I, LINES 4A-B
SCH J, PERSONS PARTICIPATING IN HFHS NONQUALIFIED RETIREMENT PLANS PART I, LINES 4A: SEVERANCE PAYMENTS CARLADENISE EDWARDS, PH.D $844,815 SEC 457 (F) - SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) VALUE OF 2023 TAXABLE 2023 NONTAXABLE 2023 REPORTABLE ACCRUAL DISTRIBUTIONS DISTRIBUTIONS NON-VESTED W-2 AMTS PARTICIPANT ROBERT G. RINEY 736,518 - - - 736,518 MICHELLE JOHNSON TIDJANI 220,161 - - - 220,161 STEVEN KALKANIS, M.D. 191,173 - - 275,244 191,173 ROBIN DAMSCHRODER 370,240 - - - 370,240 CONTRIBUTIONS TO SEC 457(B)-NON-QUALIFIED DEFERRED COMPENSATION RETIREMENT PLAN EMPLOYEE EMPLOYER MEDICARE REPORTABLE 2023 CONTRIBUTIONS 2023 CONTRIBUTIONS TAX GROSS-UP W-2 AMOUNTS SCOTT DULCHAVSKY,M.D. - 22,500 541 23,041 ROBERT RINEY 22,500 - - 22,500 ROBIN DAMSCHRODER 22,500 - - 22,500 STEVEN KALKANIS 22,500 - - 22,500 MICHELLE JOHNSON TIDJANI 19,904 - - 19,904 LISA PRASAD - 2,890 70 2,960

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.

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202443129349303269

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.