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Nonprofiteer
← ST PETERS HEALTH PARTNERS MEDICAL ASSOCIATES PC

Form 990 for tax year 2023

Filed by ST PETERS HEALTH PARTNERS MEDICAL ASSOCIATES PC.

Totals

Total revenue
$288,276,979
Total expenses
$314,795,959
Contributions and grants received
$31,926
Grants paid
$0
Program service revenue
$288,208,289
Investment income
$0
Other revenue
$36,764
Total assets, end of year
$96,549,646
Total liabilities, end of year
$250,786,565
Net assets or fund balances, end of year
-$154,236,919
Program services expenses (Part IX)
$291,309,939
Management and general expenses
$23,486,020
Fundraising expenses
$0
Program service expenses (Part III)
$291,309,939

Program services were 92.5% 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.

  • 1e · Government grants (contributions)

    $31,906

  • 1f · All other contributions, gifts and grants

    $20

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $288,208,289 · related or exempt $288,208,289

  • 11a · Other revenue: PATIENT STUDIES

    total $36,764 · related or exempt $36,764

  • 11e · Other revenue, total

    $36,764

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $10,939,321 · program services $9,705,009 · management and general $1,234,312

  • 6 · Compensation of disqualified persons

    total $1,710,528 · program services $1,710,528

  • 7 · Other salaries and wages

    total $221,762,681 · program services $214,370,922 · management and general $7,391,759

  • 8 · Pension plan contributions

    total $8,595,124 · program services $8,308,892 · management and general $286,232

  • 9 · Other employee benefits

    total $8,858,136 · program services $8,576,174 · management and general $281,962

  • 10 · Payroll taxes

    total $11,826,214 · program services $11,145,470 · management and general $680,744

  • 11b · Fees: legal

    total $6,500 · management and general $6,500

  • 11f · Fees: investment management

    total $66,073 · management and general $66,073

  • 11g · Fees: other

    total $5,940,370 · program services $5,419,513 · management and general $520,857

  • 12 · Advertising and promotion

    total $309,646 · program services $114,318 · management and general $195,328

  • 13 · Office expenses

    total $1,029,512 · program services $694,668 · management and general $334,844

  • 14 · Information technology

    total $1,050,838 · program services $210,027 · management and general $840,811

  • 16 · Occupancy

    total $9,406,782 · program services $8,254,868 · management and general $1,151,914

  • 17 · Travel

    total $79,487 · program services $64,453 · management and general $15,034

  • 19 · Conferences, conventions and meetings

    total $1,432,890 · program services $1,390,256 · management and general $42,634

  • 20 · Interest

    total $19,880 · program services $19,880

  • 22 · Depreciation, depletion and amortization

    total $3,293,254 · program services $3,115,664 · management and general $177,590

  • 23 · Insurance

    total $5,191,479 · program services $3,560,922 · management and general $1,630,557

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $11,349,136 · program services $11,349,136

  • 24b · Other expenses: I/C PURCHASED SERVICES

    total $5,555,323 · management and general $5,555,323

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $1,789,711 · program services $1,789,711

  • 24d · Other expenses: EQUIPMENT MAINTENANCE

    total $670,914 · program services $173,109 · management and general $497,805

  • 24e · All other expenses

    total $3,912,160 · program services $1,336,419 · management and general $2,575,741

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,581 · end of year $4,631

  • 4 · Accounts receivable

    beginning of year $13,039,563 · end of year $20,970,094

  • 8 · Inventories for sale or use

    beginning of year $172,733 · end of year $172,733

  • 9 · Prepaid expenses and deferred charges

    beginning of year $242,493 · end of year $831,613

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

    $41,243,595

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

    $23,448,169

  • 10c · Land, buildings and equipment, net

    beginning of year $19,467,710 · end of year $17,795,426

  • 11 · Investments: publicly traded securities

    beginning of year $12,487,791 · end of year $16,446,040

  • 14 · Intangible assets

    beginning of year $2,957,346 · end of year $2,957,346

  • 15 · Other assets

    beginning of year $43,731,508 · end of year $37,371,763

  • 17 · Accounts payable and accrued expenses

    beginning of year $22,647,012 · end of year $29,169,704

  • 19 · Deferred revenue

    beginning of year $133,427 · end of year $198,422

  • 23 · Secured mortgages and notes payable

    beginning of year $415,513 · end of year $330,736

  • 25 · Other liabilities

    beginning of year $183,966,427 · end of year $221,087,703

  • 27 · Net assets without donor restrictions

    beginning of year -$115,068,188 · end of year -$154,246,453

  • 28 · Net assets with donor restrictions

    beginning of year $9,534 · end of year $9,534

Mission and programs · 2023

Mission

WE, ST. PETER'S HEALTH PARTNERS AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.ST. PETER'S HEALTH PARTNERS MEDICAL ASSOCIATES IS A MEMBER OF ST. PETER'S HEALTH PARTNERS AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE SERVICES

  • ST. PETER'S HEALTH PARTNERS MEDICAL ASSOCIATES, P.C., IS ONE OF THE CAPITAL REGION'S LARGEST MULTI-SPECIALTY PHYSICIAN GROUPS WITH MORE THAN 950 PHYSICIANS AND ADVANCED PRACTITIONERS, IN MORE THAN 130 PRACTICE LOCATIONS. OUR PROVIDERS AND STAFF ARE DEDICATED TO BRINGING TOGETHER THE BEST POSSIBLE CARE AND EXPERIENCE FOR OUR PATIENTS. WE OFFER PATIENTS IMPROVED COORDINATION OF CARE AMONG THEIR PRIMARY CARE PROVIDERS, SPECIALISTS, HOSPITAL AND OTHER HEALTH CARE PROVIDERS. WE WORK WITH OUR PATIENTS AND THEIR LOVED ONES TO PROVIDE HIGH-QUALITY, COMPASSIONATE CARE AND ADVANCED TREATMENT OPTIONS IN A SUPPORTIVE, HEALING ENVIRONMENT.HEADQUARTERED IN ALBANY, NY, OUR PHYSICIAN GROUP REPRESENTS MORE THAN 25 SPECIALTIES, INCLUDING: PRIMARY CARE; INTERNAL MEDICINE; PEDIATRICS; CARDIOLOGY; CLINICAL NUTRITION; ENDOCRINOLOGY; OBSTETRICS AND GYNECOLOGY; HEMATOLOGY; MEDICAL ONCOLOGY AND RADIATION ONCOLOGY; NEUROLOGY; NEUROSURGERY; PULMONARY AND CRITICAL CARE; RADIOLOGY; UROLOGY; BARIATRIC CARE AND SURGERY; GENERAL, HEPATOBILIARY, NEUROLOGICAL, ORTHOPEDIC, SPINAL, THORACIC, AND ESOPHAGEAL SURGERIES; AND URGENT CARE. OUR OFFICES AND AFFILIATES ARE LOCATED IN THE COUNTIES OF ALBANY, COLUMBIA, FULTON, MONTGOMERY, RENSSELAER, SARATOGA, SCHENECTADY, ULSTER AND WARREN.PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION:WWW.SPHP.COM/MEDICAL-ASSOCIATES

    Expenses $291,309,939 · Revenue $288,245,053

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Vardan Amirbekian MD

    DIR; CHR; PHYS-DIAGNOSTIC RADIOLOGY

    Total calculated
    $1,215,132
    From this org
    $1,163,072
    From related orgs
    $0
    Other
    $52,060
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,161,271
    Bonus
    $0
    Other
    $1,801
    Deferred
    $19,800
    Nontaxable benefits
    $32,260
    Filer's total
    $1,215,132

  • Kristen Santos Do

    DIR; VICE CHR;PHYSICIAN-INT MEDICINE

    Total calculated
    $598,822
    From this org
    $0
    From related orgs
    $546,836
    Other
    $51,986
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $544,768 related
    Bonus
    $0
    Other
    $0 + $2,068 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $27,236 related
    Filer's total
    $0 + $598,822 related

  • Denise Letteriello Do

    DIRECTOR;SECRETARY;PHYS-PEDIATRICS

    Total calculated
    $250,950
    From this org
    $223,995
    From related orgs
    $0
    Other
    $26,955
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $223,107
    Bonus
    $0
    Other
    $888
    Deferred
    $16,924
    Nontaxable benefits
    $10,031
    Filer's total
    $250,950

  • James Phillip MD

    DIR,TREASURER;PHYSICIAN - CARDIOLOGY

    Total calculated
    $772,733
    From this org
    $727,102
    From related orgs
    $0
    Other
    $45,631
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $717,827
    Bonus
    $0
    Other
    $9,275
    Deferred
    $24,750
    Nontaxable benefits
    $20,881
    Filer's total
    $772,733

  • Smbat Amirbekian MD

    DIRECTOR; PHYS-DIAG RADIOLOGY

    Total calculated
    $1,046,123
    From this org
    $999,120
    From related orgs
    $0
    Other
    $47,003
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $998,037
    Bonus
    $0
    Other
    $1,083
    Deferred
    $14,850
    Nontaxable benefits
    $32,153
    Filer's total
    $1,046,123

  • Brigitte Bekan-Homawoo MD

    DIRECTOR; PHYS-FAMILY MEDICINE

    Total calculated
    $476,589
    From this org
    $460,837
    From related orgs
    $0
    Other
    $15,752
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $459,818
    Bonus
    $0
    Other
    $1,019
    Deferred
    $14,850
    Nontaxable benefits
    $902
    Filer's total
    $476,589

  • Christopher Dibble MD

    DIRECTOR; PHYSICIAN - CARDIOLOGY

    Total calculated
    $779,155
    From this org
    $732,969
    From related orgs
    $0
    Other
    $46,186
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $731,879
    Bonus
    $0
    Other
    $1,090
    Deferred
    $19,800
    Nontaxable benefits
    $26,386
    Filer's total
    $779,155

  • Mary Kyle Dyer Martin MD

    DIRECTOR;PHYSICIAN - FAMILY MEDICINE

    Total calculated
    $364,331
    From this org
    $0
    From related orgs
    $323,977
    Other
    $40,354
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,116 related
    Bonus
    $0
    Other
    $0 + $1,861 related
    Deferred
    $0 + $19,696 related
    Nontaxable benefits
    $0 + $20,658 related
    Filer's total
    $0 + $364,331 related

  • Erica Fish Merrill Do

    DIR; PHYSICIAN - FAMILY MEDICINE

    Total calculated
    $926,410
    From this org
    $0
    From related orgs
    $879,797
    Other
    $46,613
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $868,343 related
    Bonus
    $0
    Other
    $0 + $11,454 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $26,813 related
    Filer's total
    $0 + $926,410 related

  • Vishwala Kasbekar MD

    DIR; PHYSICIAN - INTERNAL MEDICINE

    Total calculated
    $441,747
    From this org
    $417,003
    From related orgs
    $0
    Other
    $24,744
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $416,667
    Bonus
    $0
    Other
    $336
    Deferred
    $14,850
    Nontaxable benefits
    $9,894
    Filer's total
    $441,747

  • Ara Kayayan MD

    DIR; PHYSICIAN - INTERNAL MEDICINE

    Total calculated
    $448,721
    From this org
    $391,430
    From related orgs
    $0
    Other
    $57,291
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $389,666
    Bonus
    $0
    Other
    $1,764
    Deferred
    $24,750
    Nontaxable benefits
    $32,541
    Filer's total
    $448,721

  • Yvenalie Laurent MD

    DIRECTOR; PHYSICIAN-FAMILY MEDICINE

    Total calculated
    $600,266
    From this org
    $556,396
    From related orgs
    $0
    Other
    $43,870
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $555,929
    Bonus
    $0
    Other
    $467
    Deferred
    $14,850
    Nontaxable benefits
    $29,020
    Filer's total
    $600,266

  • Elizabeth Marks MD

    DIRECTOR;PHYSICIAN-INTERNAL MEDICINE

    Total calculated
    $191,037
    From this org
    $165,944
    From related orgs
    $0
    Other
    $25,093
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $165,770
    Bonus
    $0
    Other
    $174
    Deferred
    $10,211
    Nontaxable benefits
    $14,882
    Filer's total
    $191,037

  • Brian Murray MD

    DIR THR 12/23; PHYSICIAN - UROLOGY

    Total calculated
    $637,282
    From this org
    $601,867
    From related orgs
    $0
    Other
    $35,415
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $598,707
    Bonus
    $0
    Other
    $3,160
    Deferred
    $19,800
    Nontaxable benefits
    $15,615
    Filer's total
    $637,282

  • Guillermo Sosa-Suarez MD

    DIRECTOR; PHYSICIAN - CARDIOLOGY

    Total calculated
    $343,151
    From this org
    $321,835
    From related orgs
    $0
    Other
    $21,316
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $312,691
    Bonus
    $0
    Other
    $9,144
    Deferred
    $0
    Nontaxable benefits
    $21,316
    Filer's total
    $343,151

  • Yaron Sternbach MD

    DIR; PHYSICIAN - VASCULAR SURGERY

    Total calculated
    $1,250,346
    From this org
    $1,201,887
    From related orgs
    $0
    Other
    $48,459
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,197,425
    Bonus
    $0
    Other
    $4,462
    Deferred
    $14,850
    Nontaxable benefits
    $33,609
    Filer's total
    $1,250,346

  • John Taggert MD

    DIRECTOR AS OF 1/24; PHYSICIAN

    Total calculated
    $1,251,777
    From this org
    $1,210,768
    From related orgs
    $0
    Other
    $41,009
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,206,306
    Bonus
    $0
    Other
    $4,462
    Deferred
    $14,850
    Nontaxable benefits
    $26,159
    Filer's total
    $1,251,777

  • Kellie Valenti

    PRESIDENT

    Total calculated
    $652,625
    From this org
    $0
    From related orgs
    $538,706
    Other
    $113,919
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $421,298 related
    Bonus
    $0 + $107,500 related
    Other
    $0 + $9,908 related
    Deferred
    $0 + $82,715 related
    Nontaxable benefits
    $0 + $31,204 related
    Filer's total
    $0 + $652,625 related

  • Thomas Robert

    VP & CFO - NEW YORK REGION

    Total calculated
    $832,013
    From this org
    $0
    From related orgs
    $767,874
    Other
    $64,139
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,216 related
    Bonus
    $0 + $147,500 related
    Other
    $0 + $74,158 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $39,389 related
    Filer's total
    $0 + $832,013 related

  • Steven Hanks MD

    PRESIDENT & CEO-NY REGION

    Total calculated
    $1,589,245
    From this org
    $0
    From related orgs
    $1,328,086
    Other
    $261,159
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $786,092 related
    Bonus
    $0 + $455,500 related
    Other
    $0 + $86,494 related
    Deferred
    $0 + $220,151 related
    Nontaxable benefits
    $0 + $41,008 related
    Filer's total
    $0 + $1,589,245 related

  • William Kowal MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $649,552
    From this org
    $598,155
    From related orgs
    $0
    Other
    $51,397
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $597,132
    Bonus
    $0
    Other
    $1,023
    Deferred
    $24,750
    Nontaxable benefits
    $26,647
    Filer's total
    $649,552

  • Kim Baker

    SVP HOSPITAL OPERATIONS

    Total calculated
    $822,380
    From this org
    $0
    From related orgs
    $686,833
    Other
    $135,547
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $499,560 related
    Bonus
    $0 + $130,000 related
    Other
    $0 + $57,273 related
    Deferred
    $0 + $98,050 related
    Nontaxable benefits
    $0 + $37,497 related
    Filer's total
    $0 + $822,380 related

  • Soon Park MD

    CHIEF OF CARDIAC SURGERY

    Total calculated
    $1,340,365
    From this org
    $1,303,238
    From related orgs
    $0
    Other
    $37,127
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,293,338
    Bonus
    $0
    Other
    $9,900
    Deferred
    $14,850
    Nontaxable benefits
    $22,277
    Filer's total
    $1,340,365

  • Kyril Choumarov MD

    PHYSICIAN - THORACIC SURGERY

    Total calculated
    $1,269,027
    From this org
    $1,222,028
    From related orgs
    $0
    Other
    $46,999
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,219,610
    Bonus
    $0
    Other
    $2,418
    Deferred
    $19,800
    Nontaxable benefits
    $27,199
    Filer's total
    $1,269,027

  • Kathleen Ozsvath MD

    PHYSICIAN - VASCULAR SURGERY

    Total calculated
    $1,245,405
    From this org
    $1,207,449
    From related orgs
    $0
    Other
    $37,956
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,202,987
    Bonus
    $0
    Other
    $4,462
    Deferred
    $14,850
    Nontaxable benefits
    $23,106
    Filer's total
    $1,245,405

  • Dennis Rassias MD

    PHYSICIAN - THORACIC SURGERY

    Total calculated
    $1,175,640
    From this org
    $1,128,969
    From related orgs
    $0
    Other
    $46,671
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,126,092
    Bonus
    $0
    Other
    $2,877
    Deferred
    $19,800
    Nontaxable benefits
    $26,871
    Filer's total
    $1,175,640

  • Jonah Marshall MD

    PHYSICIAN - UROLOGY

    Total calculated
    $1,136,043
    From this org
    $1,087,070
    From related orgs
    $0
    Other
    $48,973
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,084,900
    Bonus
    $0
    Other
    $2,170
    Deferred
    $14,850
    Nontaxable benefits
    $34,123
    Filer's total
    $1,136,043

  • Jason Heckman MD

    FORMER OFF; PHYS - GENERAL SURGERY

    Total calculated
    $802,106
    From this org
    $755,819
    From related orgs
    $0
    Other
    $46,287
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $754,596
    Bonus
    $0
    Other
    $1,223
    Deferred
    $19,800
    Nontaxable benefits
    $26,487
    Filer's total
    $802,106

  • Richard Rowley MD

    FORM OFF; PHYS-DIAGNOSTIC RADIOLOGY

    Total calculated
    $444,921
    From this org
    $397,674
    From related orgs
    $0
    Other
    $47,247
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $386,147
    Bonus
    $0
    Other
    $11,527
    Deferred
    $19,800
    Nontaxable benefits
    $27,447
    Filer's total
    $444,921

  • Harold Sokol MD

    FORMER OFF; PHYS - PULMONARY DISEASE

    Total calculated
    $297,803
    From this org
    $255,329
    From related orgs
    $0
    Other
    $42,474
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $251,589
    Bonus
    $0
    Other
    $3,740
    Deferred
    $19,509
    Nontaxable benefits
    $22,965
    Filer's total
    $297,803

  • Jill Braverman-Panza MD

    FORMER OFFICER;PHYS-INTERNAL MED

    Total calculated
    $165,698
    From this org
    $148,664
    From related orgs
    $0
    Other
    $17,034
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $146,920
    Bonus
    $0
    Other
    $1,744
    Deferred
    $6,804
    Nontaxable benefits
    $10,230
    Filer's total
    $165,698

  • James Reed MD

    FORMER OFFICER

    Total calculated
    $216,129
    From this org
    $0
    From related orgs
    $203,743
    Other
    $12,386
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $14,343 related
    Bonus
    $0
    Other
    $0 + $189,400 related
    Deferred
    $0 + $431 related
    Nontaxable benefits
    $0 + $11,955 related
    Filer's total
    $0 + $216,129 related

  • Michael Finegan

    FORMER OFFICER; CONSULTANT

    Total calculated
    $1,120,885
    From this org
    $0
    From related orgs
    $733,422
    Other
    $387,463
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $58,746 related
    Bonus
    $0
    Other
    $0 + $674,676 related
    Deferred
    $0 + $358,009 related
    Nontaxable benefits
    $0 + $29,454 related
    Filer's total
    $0 + $1,120,885 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)

PART I, LINE 3
ST. PETER'S HEALTH PARTNERS MEDICAL ASSOCIATES (SPHPMA) IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SPHPMA'S SYSTEM CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SPHPMA'S SYSTEM CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2023. THIS AMOUNT IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MICHAEL FINEGAN - $511,759 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/23: MICHAEL FINEGAN - $356,006 ($222,504 PAID IN 2024 AND $133,502 TO BE PAID IN 2025) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KIM BAKER - $44,169 MICHAEL FINEGAN - $140,872 STEVEN HANKS - $57,570 JAMES REED - $187,775 THOMAS ROBERT - $57,471 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: KIM BAKER - $83,200 STEVEN HANKS - $205,301 KELLIE VALENTI - $67,865 THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). THE FOLLOWING PAYOUT FOR 2023 FOR THIS PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KELLIE VALENTI - $3,117

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.

  • ADVENT REHABILITATION LLC

    REHABILITATION THERAPY SERVICES · MI · general or managing partner

  • BH VENTURE ONE LP

    REAL ESTATE · PA · general or managing partner

  • BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • CENTER FOR DIGESTIVE CARE LLC

    PROVIDE GASTROINTESTINAL SERVICES · MI

  • CLINTON IMAGING SERVICES LLC

    MRI DIAGNOSTIC SERVICES · IA

  • CONVENIENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • DIAGNOSTIC IMAGING OF SOUTHBURY LLC

    IMAGING CENTER · CT · general or managing partner

  • EVERETT ROAD ASC LLC

    MEDICAL SERVICES · NY · general or managing partner

  • FOREST PARK IMAGING LLC

    X-RAY AND MAMMOGRAPHY SERVICES · IA · general or managing partner

  • GENGASTRO LLC

    AMBULATORY SURGERY CENTER · IA

  • GENRAD IMAGING ILLINOIS LLC

    DIAGNOSTIC IMAGING CENTER · IL · general or managing partner

  • GENRAD IMAGING LLC

    DIAGNOSTIC IMAGING CENTER · IA · general or managing partner

  • HAWARDEN REGIONAL HEALTH CLINICS LLC

    MEDICAL CLINIC · IA · general or managing partner

  • HEALTHRISE BUSINESS INTELLIGENCE LLC

    REVENUE CYCLE MANAGEMENT · DE

  • HURON GASTRO ENDOSCOPY CENTER LLC

    MEDICAL SERVICES · MI

  • INTERMOUNTAIN MEDICAL IMAGING LLC

    IMAGING CENTER · ID · general or managing partner

  • LAKE CHARLES URGENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • LANGHORNE MOB PARTNERS LP

    MEDICAL OFFICE BUILDING RENTAL · PA · general or managing partner

  • LCMC URGENT CARE LLC

    URGENT CARE CENTER · DE · general or managing partner

  • LOYOLA AMBULATORY SURGERY CENTER AT OAKBROOK LP

    SURGICAL SERVICES · IL · general or managing partner

  • MAGNETIC RESONANCE SERVICES PARTNERSHIP

    MRI SERVICES · IA · general or managing partner

  • MASON CITY AMBULATORY SURGERY CENTER LLC

    SURGERY-SAME DAY · IA · general or managing partner

  • MCE MOB IV LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDWORKS LLC

    REHABILITATION SERVICES · CT

  • MERCY HEART CTR OP SERVICES LLC

    CARDIOVASCULAR SERVICES · IA

  • MERCY REHABILITATION HOSPITAL LLC

    HEALTH CARE SERVICES · IA

  • MERCYMANOR PARTNERSHIP

    NURSING HOME · PA · general or managing partner

  • MERCYUSP HEALTH VENTURES LLC

    OUTPATIENT SURGERY · IA

  • MERCYONE - HFH HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • MERCYONE - KRHC HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • NAUGATUCK VALLEY MRI LLC

    IMAGING CENTER · CT

  • NAZARETH MEDICAL OFFICE BUILDING ASSOCIATES LP

    MEDICAL OFFICE BUILDING · PA · general or managing partner

  • NUCO HEALTH LLC

    REVENUE CYCLE MANAGEMENT · DE

  • PHYSICIANS OUTPATIENT SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · FL · general or managing partner

  • PREMIER HEALTH HOLDINGS LLC

    URGENT CARE CENTERS · DE

  • PRIMARY CARE PHYSICIAN CENTER LLC

    OFFICE BUILDING RENTAL · IL · general or managing partner

  • RAPIDES AFTER HOURS CLINIC LLC

    URGENT CARE CENTER · LA · general or managing partner

  • SAINT AGNESDIGNITYUSP SURGERY CENTERS LLC

    OUTPATIENT SURGERY · CA

  • SAINT AGNESUSP SURGERY CENTERS LLC

    MEDICAL SERVICES · CA

  • SAINT ALPHONSUS CALDWELL CANCER CENTER LLC

    HEALTH CARE SERVICES · ID · general or managing partner

  • SIXTY FOURTH STREET LLC

    PROVIDE OUTPATIENT SURGICAL CARE · MI

  • SJLS LLC

    HEALTH CARE SERVICES · NY

  • SMMC MOB II LP

    INVESTMENT AND OPERATION OF A MEDICAL BUILDING · PA

  • ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • ST JOSEPH'S IMAGING ASSOCIATES PLLC

    HEALTH CARE SERVICES · NY · general or managing partner

  • ST MARY REHABILITATION HOSPITAL LLP

    HEALTH CARE SERVICES · DE

  • ST PETER'S AMBULATORY SURGERY CENTER LLC

    OUTPATIENT SURGERY · NY · general or managing partner

  • TAYLOR STATION SURGICAL CENTER

    OUTPATIENT SURGERY · OH

  • TEN MILE SURGERY CENTER LLC

    OUTPATIENT SURGERY · ID

  • THE AMBULATORY SURGERY CENTER AT ST MARY LLC

    OUTPATIENT SURGERY · PA · general or managing partner

  • THPH URGENT CARE LLC

    URGENT CARE CENTERS · DE

  • WEST LAKES SURGERY CENTER LLC

    OUTPATIENT SURGERY · IA

  • WOODLAND IMAGING CENTER LLC

    RADIOLOGY/ IMAGING · MI

  • WOODLAND PARTNERS REAL ESTATE LLC

    REAL ESTATE · CT

Related corporations and trusts

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

  • CATHERINE HORAN BUILDING CORPORATION

    C · BUILDING MANAGEMENT · MA · controlled entity

  • CENTRAL VALLEY HEALTH PLAN INC

    C · HEALTH INSURANCE · CA · controlled entity

  • DES MOINES MEDICAL CENTER INC

    C · REAL ESTATE · IA · controlled entity

  • FHS SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN ASSOCIATES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN HEALTH SUPPORT INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • FRANKLIN MEDICAL GROUP PC

    C · PHYSICIAN OFFICE · CT · controlled entity

  • GENESIS HEART INSTITUTE OWNER'S ASSOCIATION INC

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • GENVENTURES INC

    C · SUPPORT SERVICES/PROPERTY MANAGEMENT · IA · controlled entity

  • HACKLEY HEALTH VENTURES INC

    C · OTHER MEDICAL SERVICES · MI · controlled entity

  • HACKLEY PROFESSIONAL PHARMACY INC

    C · PHARMACY · MI · controlled entity

  • HEALTH CARE MANAGEMENT ADMINISTRATORS INC

    C · HEALTH CARE MANAGEMENT · NY · controlled entity

  • HURON ARBOR CORPORATION

    C · OFFICE RENTAL · MI · controlled entity

  • IHA AFFILIATION CORPORATION

    C · MEDICAL MANAGEMENT · MI · controlled entity

  • LANGHORNE SERVICES II INC

    C · GENERAL PARTNER OF LMOB PARTNERS, II · PA · controlled entity

  • LANGHORNE SERVICES INC

    C · GENERAL PARTNER OF LMOB PARTNERS · PA · controlled entity

  • MACNEAL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · IL · controlled entity

  • MARYLAND CARE GROUP INC

    C · HEALTH CARE HOLDING · MD · controlled entity

  • MAXIS HEALTH TRENTON INC

    C · PROPERTY HOLDINGS · NJ · controlled entity

  • MCMC EASTWICK INC

    C · MEDICAL OFFICE BUILDINGS · PA · controlled entity

  • MEDNOW INC

    C · MEDICAL SERVICES · ID · controlled entity

  • MERCY INPATIENT MEDICAL ASSOCIATES INC

    C · MEDICAL SERVICES · MA · controlled entity

  • MERCY MEDICAL SERVICES

    C · PRIMARY CARE PHYSICIANS · IA · controlled entity

  • MISERICORDIA ASSURANCE COMPANY LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • MOB 1 OWNERS' ASSOCIATION

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • MOUNT CARMEL HEALTHPROVIDERS INC

    C · MEDICAL SERVICES · OH · controlled entity

  • NURSING NETWORK INC

    C · MEDICAL SERVICES · FL · controlled entity

  • SAINT ALPHONSUS HEALTH ALLIANCE INC

    C · ACCOUNTABLE CARE ORGANIZATION · ID · controlled entity

  • SAINT FRANCIS BEHAVIORAL HEALTH GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT FRANCIS CARE MEDICAL GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT JOSEPH'S MCAULEY PARK I LLC

    C · PROPERTY MANAGEMENT · GA · controlled entity

  • SAMARITAN MEDICAL OFFICE BUILDING INC

    C · REAL ESTATE · NY · controlled entity

  • SCOVILL STREET MEDICAL BUILDING ASSOCIATION INC

    C · PROPERTY MANAGEMENT · CT · controlled entity

  • SJM PROPERTIES INC

    C · PROPERTY HOLDINGS · NY · controlled entity

  • SJPE PRACTICE MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • SJRMC HOLDINGS INC

    C · PROPERTY HOLDINGS · IN · controlled entity

  • ST ELIZABETH HEALTH SUPPORT SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • SYNANON INC

    C · URGENT CARE · MI · controlled entity

  • SYSTEM COORDINATED SERVICES INC

    C · LAB SERVICES · MA · controlled entity

  • THRE SERVICES LLC

    C · REAL ESTATE BROKERAGE SERVICES · MI · controlled entity

  • TRINITY ASSURANCE LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • TRINITY HEALTH ACO INC

    C · ACCOUNTABLE CARE ORGANIZATION · DE · controlled entity

  • TRINITY HEALTH EMPLOYEE BENEFIT TRUST

    T · GRANTOR TRUST · MI · controlled entity

  • TRINITY SENIOR SERVICES MANAGEMENT INC

    C · SENIOR SERVICES · PA · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349303365

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