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Nonprofiteer
← HFII CORPORATION

Form 990 for tax year 2022

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

  • ROBERT G RINEY

    TRUSTEE -CHAIR

    Total calculated
    $3,051,952
    From this org
    $0
    From related orgs
    $2,993,892
    Other
    $58,060
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,617,376 related
    Bonus
    $0 + $808,535 related
    Other
    $0 + $567,981 related
    Deferred
    $0 + $29,223 related
    Nontaxable benefits
    $0 + $28,837 related
    Filer's total
    $0 + $3,051,952 related

  • ROBIN S DAMSCHRODER

    TRUSTEE-TREASURER

    Total calculated
    $2,780,207
    From this org
    $0
    From related orgs
    $2,718,752
    Other
    $61,455
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,020,039 related
    Bonus
    $0 + $693,870 related
    Other
    $0 + $1,004,843 related
    Deferred
    $0 + $26,173 related
    Nontaxable benefits
    $0 + $35,282 related
    Filer's total
    $0 + $2,780,207 related

  • SCOTT A DULCHAVSKY MD PHD

    TRUSTEE - PRESIDENT

    Total calculated
    $1,176,906
    From this org
    $0
    From related orgs
    $1,113,900
    Other
    $63,006
    Hours/week
    2 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $859,140 related
    Bonus
    $0 + $219,289 related
    Other
    $0 + $35,471 related
    Deferred
    $0 + $29,223 related
    Nontaxable benefits
    $0 + $33,783 related
    Filer's total
    $0 + $1,176,906 related

  • RICHARD O DAVIS PHD

    TRUSTEE (THRU 3/2022)

    Total calculated
    $663,726
    From this org
    $0
    From related orgs
    $655,928
    Other
    $7,798
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $110,458 related
    Bonus
    $0 + $541,159 related
    Other
    $0 + $4,311 related
    Deferred
    $0 + $2,056 related
    Nontaxable benefits
    $0 + $5,742 related
    Filer's total
    $0 + $663,726 related

  • STEVEN N KALKANIS MD

    TRUSTEE

    Total calculated
    $1,972,081
    From this org
    $0
    From related orgs
    $1,676,555
    Other
    $295,526
    Hours/week
    1 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,005,242 related
    Bonus
    $0 + $590,763 related
    Other
    $0 + $80,550 related
    Deferred
    $0 + $264,563 related
    Nontaxable benefits
    $0 + $30,963 related
    Filer's total
    $0 + $1,972,081 related

  • ABHILASHA PRASAD

    TRUSTEE

    Total calculated
    $550,976
    From this org
    $0
    From related orgs
    $513,463
    Other
    $37,513
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,837 related
    Bonus
    $0 + $120,169 related
    Other
    $0 + $4,457 related
    Deferred
    $0 + $5,338 related
    Nontaxable benefits
    $0 + $32,175 related
    Filer's total
    $0 + $550,976 related

  • MICHELLE JOHNSON TIDJANI ESQ

    SECRETARY

    Total calculated
    $1,721,328
    From this org
    $0
    From related orgs
    $1,660,930
    Other
    $60,398
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $896,512 related
    Bonus
    $0 + $479,115 related
    Other
    $0 + $285,303 related
    Deferred
    $0 + $26,173 related
    Nontaxable benefits
    $0 + $34,225 related
    Filer's total
    $0 + $1,721,328 related

  • MARJORIE A STATEN JD

    ASSISTANT SECRETARY

    Total calculated
    $226,160
    From this org
    $0
    From related orgs
    $212,050
    Other
    $14,110
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,106 related
    Bonus
    $0 + $35,360 related
    Other
    $0 + $1,584 related
    Deferred
    $0 + $3,119 related
    Nontaxable benefits
    $0 + $10,991 related
    Filer's total
    $0 + $226,160 related

  • WILLIAM A CONWAY MD

    FORMER TRUSTEE

    Total calculated
    $203,850
    From this org
    $0
    From related orgs
    $166,393
    Other
    $37,457
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,393 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,535 related
    Nontaxable benefits
    $0 + $22,922 related
    Filer's total
    $0 + $203,850 related

  • CARLADENISE A EDWARDS PHD

    FORMER TRUSTEE

    Total calculated
    $1,342,637
    From this org
    $0
    From related orgs
    $1,314,538
    Other
    $28,099
    Hours/week
    0 + 61 related

    Schedule J breakdown matched by us

    Base
    $0 + $563,879 related
    Bonus
    $0 + $379,836 related
    Other
    $0 + $370,823 related
    Deferred
    $0 + $5,338 related
    Nontaxable benefits
    $0 + $22,761 related
    Filer's total
    $0 + $1,342,637 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 $250,195 SEC 457 (F) - SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) VALUE OF 2022 TAXABLE 2022 NONTAXABLE 2022 REPORTABLE ACCRUAL DISTRIBUTIONS DISTRIBUTIONS NON-VESTED W-2 AMTS PARTICIPANT ROBERT G. RINEY 463,649 - - - 463,649 MICHELLE JOHNSON TIDJANI 211,041 - - - 211,041 STEVEN KALKANIS, M.D. - - 236,866 - ROBIN DAMSCHRODER 827,133 - - - 827,133 CARLADENISE EDWARDS - 105,509 - - 105,509 CONTRIBUTIONS TO SEC 457(B)-NON-QUALIFIED DEFERRED COMPENSATION RETIREMENT PLAN EMPLOYEE EMPLOYER MEDICARE REPORTABLE 2022 CONTRIBUTIONS 2022 CONTRIBUTIONS TAX GROSS-UP W-2 AMOUNTS SCOTT DULCHAVSKY,M.D. - 20,500 493 20,993 ROBERT RINEY 20,500 - - 20,500 ROBIN DAMSCHRODER 20,500 - - 20,500 RICHARD DAVIS 3,154 - - 3,154 STEVEN KALKANIS 20,500 - - 20,500 MICHELLE JOHNSON TIDJANI 20,500 - - 20,500 CARLADENISE EDWARDS 13,404 - - 13,404 LISA PRASAD - 3,345 80 3,425

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
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202333149349303683

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

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