Totals
- Total revenue
- $39,418,700
- Total expenses
- $3,627,454
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $815,600
- Investment income
- $35,984,998
- Other revenue
- $2,618,102
- Total assets, end of year
- $1,498,263,444
- Total liabilities, end of year
- $248,450
- Net assets or fund balances, end of year
- $1,498,014,994
- Program services expenses (Part IX)
- $2,532,121
- Management and general expenses
- $1,095,333
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,532,121
Program services were 69.8% 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.
-
2a · Program service revenue: MANAGEMENT FEE REVENUE
total $815,600 · related or exempt $815,600
-
3 · Investment income
total $9,275,414 · excluded $9,275,414
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $26,709,584
-
7c · Gain or loss
securities $26,709,584
-
7d · Net gain or loss
total $26,709,584 · excluded $26,709,584
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: CHANGE IN RETROSPECTIVE ADJUSTMENT
total $2,511,622 · related or exempt $2,511,622
-
11b · Other revenue: EQUITY IN EARNINGS
total $106,480 · related or exempt $106,480
-
11e · Other revenue, total
$2,618,102
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $884 · program services $884 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $1,095,333 · program services $0 · management and general $1,095,333 · fundraising $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $20,520 · program services $20,520 · management and general $0 · fundraising $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $71,721 · program services $71,721 · management and general $0 · fundraising $0
-
24a · Other expenses: MNGMENT FEES- RELATED ENTITY
total $4,694,311 · program services $4,694,311 · management and general $0 · fundraising $0
-
24b · Other expenses: PURCHASED SERVICES
total $82,520 · program services $82,520 · management and general $0 · fundraising $0
-
24c · Other expenses: RETIREMENT EXPENSE
total -$2,337,835 · program services -$2,337,835 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $0 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $60,619 · end of year $95,472
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,500,203,274 · end of year $1,437,451,897
-
12 · Investments: other securities
beginning of year $40,151,006 · end of year $57,401,723
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $15,581,292 · end of year $3,314,352
-
17 · Accounts payable and accrued expenses
beginning of year $402,500 · end of year $248,450
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $115,808,357 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $1,438,124,785 · end of year $1,497,668,542
-
28 · Net assets with donor restrictions
beginning of year $1,660,549 · end of year $346,452
Mission and programs · 2022
Mission
PROVIDES MANAGERIAL AND FINANCIAL SUPPORT TO ITS CONTROLLED ORGANIZATIONS AND IS ALSO RESPONSIBLE FOR UNDERTAKING ACTIVITIES DESIGNED TO ADVANCE THE GENERAL HEALTH OF THE COMMUNITY.
Activities or mission (Part I)
PROVIDES MANAGERIAL & FINANCIAL SUPPORT TO ITS CONTROLLED ORGANIZATIONS AND IS RESPONSIBLE FOR UNDERTAKING ACTIVITIES DESIGNED TO ADVANCE THE GENERAL HEALTH OF THE COMMUNITY.
-
PROVIDES MANAGERIAL AND FINANCIAL SUPPORT TO ITS CONTROLLED ORGANIZATIONS AND IS ALSO RESPONSIBLE FOR UNDERTAKING ACTIVITIES DESIGNED TO ADVANCE THE GENERAL HEALTH OF THE COMMUNITY.
Expenses $2,532,121 · Revenue $3,433,702
As filed on the 2022 return.
Listed in Part VII
-
Kevin B Mahoney
Trustee
- Total calculated
- $3,396,944
- From this org
- $0
- From related orgs
- $2,872,713
- Other
- $524,231
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $1,715,661 related
- Bonus
- $0 + $841,000 related
- Other
- $0 + $316,052 related
- Deferred
- $0 + $504,000 related
- Nontaxable benefits
- $0 + $20,231 related
- Filer's total
- $0 + $3,396,944 related
-
Keith A Kasper
Trustee
- Total calculated
- $1,927,034
- From this org
- $0
- From related orgs
- $1,716,990
- Other
- $210,044
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $983,067 related
- Bonus
- $0 + $422,785 related
- Other
- $0 + $311,138 related
- Deferred
- $0 + $185,400 related
- Nontaxable benefits
- $0 + $24,644 related
- Filer's total
- $0 + $1,927,034 related
-
John J Herman
Chief Executive Officer
- Total calculated
- $1,083,243
- From this org
- $0
- From related orgs
- $957,628
- Other
- $125,615
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $659,762 related
- Bonus
- $0 + $275,680 related
- Other
- $0 + $22,186 related
- Deferred
- $0 + $98,108 related
- Nontaxable benefits
- $0 + $27,507 related
- Filer's total
- $0 + $1,083,243 related
-
Gary R Davidson
SVP and CIO
- Total calculated
- $835,271
- From this org
- $0
- From related orgs
- $719,570
- Other
- $115,701
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $483,554 related
- Bonus
- $0 + $131,106 related
- Other
- $0 + $104,910 related
- Deferred
- $0 + $83,915 related
- Nontaxable benefits
- $0 + $31,786 related
- Filer's total
- $0 + $835,271 related
-
Michael R Ripchinski MD
Chief Physician Executive
- Total calculated
- $827,610
- From this org
- $0
- From related orgs
- $641,162
- Other
- $186,448
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $500,376 related
- Bonus
- $0 + $109,829 related
- Other
- $0 + $30,957 related
- Deferred
- $0 + $159,183 related
- Nontaxable benefits
- $0 + $27,265 related
- Filer's total
- $0 + $827,610 related
-
T Raymond Foley MD
Former Officer
- Total calculated
- $815,563
- From this org
- $0
- From related orgs
- $770,871
- Other
- $44,692
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $348,605 related
- Bonus
- $0 + $147,935 related
- Other
- $0 + $274,331 related
- Deferred
- $0 + $35,750 related
- Nontaxable benefits
- $0 + $8,942 related
- Filer's total
- $0 + $815,563 related
-
James A Stuccio
SVP, Ambulatory & Ancillary Sv
- Total calculated
- $755,101
- From this org
- $0
- From related orgs
- $637,246
- Other
- $117,855
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $511,020 related
- Bonus
- $0 + $109,367 related
- Other
- $0 + $16,859 related
- Deferred
- $0 + $109,561 related
- Nontaxable benefits
- $0 + $8,294 related
- Filer's total
- $0 + $755,101 related
-
Stacey G Youcis
Former Officer
- Total calculated
- $668,587
- From this org
- $0
- From related orgs
- $549,210
- Other
- $119,377
- Hours/week
- 0 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $411,146 related
- Bonus
- $0 + $130,540 related
- Other
- $0 + $7,524 related
- Deferred
- $0 + $97,642 related
- Nontaxable benefits
- $0 + $21,735 related
- Filer's total
- $0 + $668,587 related
-
Brian R Burgess
Chief Strategy Officer
- Total calculated
- $577,310
- From this org
- $0
- From related orgs
- $448,889
- Other
- $128,421
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $365,228 related
- Bonus
- $0 + $80,900 related
- Other
- $0 + $2,761 related
- Deferred
- $0 + $107,403 related
- Nontaxable benefits
- $0 + $21,018 related
- Filer's total
- $0 + $577,310 related
-
Lawrence F Strassner III
Chief Nursing Officer
- Total calculated
- $576,890
- From this org
- $0
- From related orgs
- $443,622
- Other
- $133,268
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $355,229 related
- Bonus
- $0 + $79,764 related
- Other
- $0 + $8,629 related
- Deferred
- $0 + $120,267 related
- Nontaxable benefits
- $0 + $13,001 related
- Filer's total
- $0 + $576,890 related
-
Margaret F Costella Esq
SVP, General Counsel-Corp Secr
- Total calculated
- $576,465
- From this org
- $0
- From related orgs
- $450,709
- Other
- $125,756
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $353,747 related
- Bonus
- $0 + $89,408 related
- Other
- $0 + $7,554 related
- Deferred
- $0 + $120,583 related
- Nontaxable benefits
- $0 + $5,173 related
- Filer's total
- $0 + $576,465 related
-
Kenneth R Arthur MD
Trustee
- Total calculated
- $501,074
- From this org
- $0
- From related orgs
- $447,261
- Other
- $53,813
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $387,122 related
- Bonus
- $0 + $54,880 related
- Other
- $0 + $5,259 related
- Deferred
- $0 + $35,069 related
- Nontaxable benefits
- $0 + $18,744 related
- Filer's total
- $0 + $501,074 related
-
Christine M Stabler MD
VP, Women's Health & Academic
- Total calculated
- $498,895
- From this org
- $0
- From related orgs
- $463,060
- Other
- $35,835
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $401,515 related
- Bonus
- $0 + $47,304 related
- Other
- $0 + $14,241 related
- Deferred
- $0 + $15,250 related
- Nontaxable benefits
- $0 + $20,585 related
- Filer's total
- $0 + $498,895 related
-
Geoffrey W Eddowes
SVP, Women's Services
- Total calculated
- $472,616
- From this org
- $0
- From related orgs
- $383,532
- Other
- $89,084
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $315,527 related
- Bonus
- $0 + $60,081 related
- Other
- $0 + $7,924 related
- Deferred
- $0 + $76,171 related
- Nontaxable benefits
- $0 + $12,913 related
- Filer's total
- $0 + $472,616 related
-
Michael Barber
Chief Operating Officer
- Total calculated
- $472,173
- From this org
- $0
- From related orgs
- $463,694
- Other
- $8,479
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $400,138 related
- Bonus
- $0 + $40,385 related
- Other
- $0 + $23,171 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $8,479 related
- Filer's total
- $0 + $472,173 related
-
Tammy L Ober
SVP, Service Lines
- Total calculated
- $463,278
- From this org
- $0
- From related orgs
- $365,602
- Other
- $97,676
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $294,345 related
- Bonus
- $0 + $64,050 related
- Other
- $0 + $7,207 related
- Deferred
- $0 + $60,989 related
- Nontaxable benefits
- $0 + $36,687 related
- Filer's total
- $0 + $463,278 related
-
Alexandra O Jorgensen
Chief HR & Org. Effectiveness
- Total calculated
- $439,061
- From this org
- $0
- From related orgs
- $337,627
- Other
- $101,434
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $269,406 related
- Bonus
- $0 + $66,802 related
- Other
- $0 + $1,419 related
- Deferred
- $0 + $82,254 related
- Nontaxable benefits
- $0 + $19,180 related
- Filer's total
- $0 + $439,061 related
-
Richard D Paoletti
Former Officer
- Total calculated
- $388,235
- From this org
- $0
- From related orgs
- $382,522
- Other
- $5,713
- Hours/week
- 0 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $300,530 related
- Bonus
- $0 + $81,285 related
- Other
- $0 + $707 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $5,713 related
- Filer's total
- $0 + $388,235 related
-
Robert P Macina Esq
Former Officer
- Total calculated
- $363,102
- From this org
- $0
- From related orgs
- $349,071
- Other
- $14,031
- Hours/week
- 2 + 13 related
Schedule J breakdown matched by us
- Base
- $0 + $105,130 related
- Bonus
- $0 + $69,122 related
- Other
- $0 + $174,819 related
- Deferred
- $0 + $10,793 related
- Nontaxable benefits
- $0 + $3,238 related
- Filer's total
- $0 + $363,102 related
-
Edward J Maloney
VP, IT Shared Services and Ope
- Total calculated
- $355,941
- From this org
- $0
- From related orgs
- $320,195
- Other
- $35,746
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $266,195 related
- Bonus
- $0 + $38,885 related
- Other
- $0 + $15,115 related
- Deferred
- $0 + $15,250 related
- Nontaxable benefits
- $0 + $20,496 related
- Filer's total
- $0 + $355,941 related
-
Sean P Reynolds
VP, Operations-Physician Svcs
- Total calculated
- $350,880
- From this org
- $0
- From related orgs
- $298,560
- Other
- $52,320
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $259,799 related
- Bonus
- $0 + $37,395 related
- Other
- $0 + $1,366 related
- Deferred
- $0 + $30,802 related
- Nontaxable benefits
- $0 + $21,518 related
- Filer's total
- $0 + $350,880 related
-
Lanyce A Roldan
Former Officer
- Total calculated
- $348,465
- From this org
- $0
- From related orgs
- $314,451
- Other
- $34,014
- Hours/week
- 0 + 55 related
Schedule J breakdown matched by us
- Base
- $0 + $271,811 related
- Bonus
- $0 + $35,723 related
- Other
- $0 + $6,917 related
- Deferred
- $0 + $15,250 related
- Nontaxable benefits
- $0 + $18,764 related
- Filer's total
- $0 + $348,465 related
-
Kay A Brady
VP, HR Client Services
- Total calculated
- $330,460
- From this org
- $0
- From related orgs
- $275,600
- Other
- $54,860
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $233,709 related
- Bonus
- $0 + $35,170 related
- Other
- $0 + $6,721 related
- Deferred
- $0 + $34,209 related
- Nontaxable benefits
- $0 + $20,651 related
- Filer's total
- $0 + $330,460 related
-
Douglas W Rinehart
VP, Controller
- Total calculated
- $317,913
- From this org
- $0
- From related orgs
- $282,463
- Other
- $35,450
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $230,264 related
- Bonus
- $0 + $37,176 related
- Other
- $0 + $15,023 related
- Deferred
- $0 + $14,039 related
- Nontaxable benefits
- $0 + $21,411 related
- Filer's total
- $0 + $317,913 related
-
Toni Donovan
VP, Marketing
- Total calculated
- $284,890
- From this org
- $0
- From related orgs
- $264,096
- Other
- $20,794
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $229,579 related
- Bonus
- $0 + $33,259 related
- Other
- $0 + $1,258 related
- Deferred
- $0 + $12,229 related
- Nontaxable benefits
- $0 + $8,565 related
- Filer's total
- $0 + $284,890 related
-
Brian M Crimmins
VP, Facilities Planning
- Total calculated
- $280,324
- From this org
- $0
- From related orgs
- $253,210
- Other
- $27,114
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $193,567 related
- Bonus
- $0 + $35,095 related
- Other
- $0 + $24,548 related
- Deferred
- $0 + $12,508 related
- Nontaxable benefits
- $0 + $14,606 related
- Filer's total
- $0 + $280,324 related
-
Denise A Kennedy
VP, Financial Services
- Total calculated
- $276,779
- From this org
- $0
- From related orgs
- $257,659
- Other
- $19,120
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $223,917 related
- Bonus
- $0 + $29,993 related
- Other
- $0 + $3,749 related
- Deferred
- $0 + $10,564 related
- Nontaxable benefits
- $0 + $8,556 related
- Filer's total
- $0 + $276,779 related
-
Jennifer L Groff
VP, Organizational Advancement
- Total calculated
- $274,479
- From this org
- $0
- From related orgs
- $234,266
- Other
- $40,213
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $222,569 related
- Bonus
- $0 + $1,000 related
- Other
- $0 + $10,697 related
- Deferred
- $0 + $31,623 related
- Nontaxable benefits
- $0 + $8,590 related
- Filer's total
- $0 + $274,479 related
-
Norma J Ferdinand
Former Officer
- Total calculated
- $269,154
- From this org
- $0
- From related orgs
- $249,146
- Other
- $20,008
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $98,589 related
- Bonus
- $0 + $32,986 related
- Other
- $0 + $117,571 related
- Deferred
- $0 + $11,246 related
- Nontaxable benefits
- $0 + $8,762 related
- Filer's total
- $0 + $269,154 related
-
Kevin D Turner
VP, Primary Care & Ambulatory
- Total calculated
- $255,712
- From this org
- $0
- From related orgs
- $213,546
- Other
- $42,166
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $172,701 related
- Bonus
- $0 + $26,150 related
- Other
- $0 + $14,695 related
- Deferred
- $0 + $11,366 related
- Nontaxable benefits
- $0 + $30,800 related
- Filer's total
- $0 + $255,712 related
-
Elizabeth H Katz
VP, Risk Mgmt & Corp Complianc
- Total calculated
- $238,236
- From this org
- $0
- From related orgs
- $211,695
- Other
- $26,541
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $186,868 related
- Bonus
- $0 + $23,177 related
- Other
- $0 + $1,650 related
- Deferred
- $0 + $10,771 related
- Nontaxable benefits
- $0 + $15,770 related
- Filer's total
- $0 + $238,236 related
-
Cynthia J Stauffer
VP, Epic & Clinical Apps
- Total calculated
- $222,202
- From this org
- $0
- From related orgs
- $198,297
- Other
- $23,905
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $154,680 related
- Bonus
- $0 + $28,987 related
- Other
- $0 + $14,630 related
- Deferred
- $0 + $9,778 related
- Nontaxable benefits
- $0 + $14,127 related
- Filer's total
- $0 + $222,202 related
-
Charmaine S Rochester
Former Officer
- Total calculated
- $212,457
- From this org
- $0
- From related orgs
- $165,812
- Other
- $46,645
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $157,989 related
- Bonus
- $0
- Other
- $0 + $7,823 related
- Deferred
- $0 + $38,762 related
- Nontaxable benefits
- $0 + $7,883 related
- Filer's total
- $0 + $212,457 related
-
Edmond K Kabagambe PhD
VP, Research Administration
- Total calculated
- $162,027
- From this org
- $0
- From related orgs
- $142,088
- Other
- $19,939
- Hours/week
- 2 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $131,048 related
- Bonus
- $0
- Other
- $0 + $11,040 related
- Deferred
- $0 + $6,443 related
- Nontaxable benefits
- $0 + $13,496 related
- Filer's total
- $0 + $162,027 related
-
Paul F Carroll MD
Trustee
- Total calculated
- $63,233
- From this org
- $0
- From related orgs
- $61,840
- Other
- $1,393
- Hours/week
- 2 + 53 related
-
Thomas T Baldrige
Trustee
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Ross W Kramer
Trustee
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Edward W Monborne
Trustee
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Lori A Pickell
Trustee
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Pedro A Rivera
Trustee
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Neal Salerno
Trustee/Vice Chairperson
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Carolyn F Scanlan
Trustee/Chairperson
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Kathleen A Smarilli
Trustee
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Kim R Smith Esq
Trustee
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Jordan D Space
Trustee
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
D Michael Wege
Trustee
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Daniel A Wubah PhD
Trustee
- Total calculated
- $0
- Hours/week
- 2 + 2 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 3
- TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------
- SCHEDULE J, PART I, LINE 4A
- SEVERANCE AND CHANGE OF CONTROL PAYMENTS NO INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2022 CALENDAR YEAR. ------------------------------
- SCHEDULE J, PART I, LINE 4B
- SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP II OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. VESTING IN SERP III OCCURS THREE YEARS AFTER EACH EMPLOYER CONTRIBUTION IS CREDITED TO THE PLAN. VESTING OCCURS UPON THE OCCURENCE OF CERTAIN EVENTS WHILE STILL EMPLOYED (THE EARLIER OF REACHING 65 YEARS OF AGE, BECOMING TOTALLY AND PERMANENTLY DISABLED, OR DEATH). UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: BARBER, MICHAEL NO DISTRIBUTION DAVIDSON, GARY R. $73,037 HERMAN, JOHN J. NO DISTRIBUTION KASPER, KEITH A. $275,942 MAHONEY, KEVIN B. $281,027 PAOLETTI, RICHARD D. NO DISTRIBUTION ROCHESTER,CHARMAINE S. NO DISTRIBUTION ------------------------------ THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE LANCASTER GENERAL HEALTH SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: BURGESS, BRIAN R. NO DISTRIBUTION COSTELLA, MARGARET F. NO DISTRIBUTION EDDOWES, GEOFFREY W. NO DISTRIBUTION FERDINAND, NORMA J. $50,262 FOLEY, T. RAYMOND $164,257 JORGENSEN, ALEXANDRA O. NO DISTRIBUTION MACINA, ROBERT P. $124,729 RIPCHINSKI, MICHAEL R. NO DISTRIBUTION STRASSNER, LAWRENCE F. NO DISTRIBUTION STUCCIO, JAMES A. NO DISTRIBUTION YOUCIS, STACEY G. NO DISTRIBUTION ------------------------------ ------------------------------
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.
-
THE LEONARD AND MADLYN ABRAMSON INST
501(c)(3) · MED RESEARCH · PA
Directly controlled by NA
-
CARL V S PATTERSON 19 UN OF PA
4947(A)(1) · SUPPORT TRUST · PA
Directly controlled by NA
-
CHESTER COUNTY HOSPITAL & HEALTH SYSTEM
501(C)(3) · MGMT SRVCS · PA
Directly controlled by TRUSTEES
-
CLINICAL CARE ASSOCIATES OF UPHS
501(c)(3) · HEALTHCARE · PA
Directly controlled by TRUSTEES
-
LANCASTER GENERAL HEALTH COLUMBIA CENTER
501(C)(3) · FACILITY MGMT · PA
Directly controlled by LG HOSPITAL
-
LANCASTER GENERAL HEALTH FOUNDATION
501(C)(3) · FUNDRAISING · PA · controlled entity
Directly controlled by NA
-
LANCASTER GENERAL HEALTH HOLDINGS
501(C)(3) · HEALTHCARE · PA · controlled entity
Directly controlled by LG HEALTH
-
501(C)(3) · HEALTHCARE · PA · controlled entity
Directly controlled by LG HEALTH
-
LANCASTER GENERAL MEDICAL GROUP
501(C)(3) · HEALTHCARE · PA · controlled entity
Directly controlled by LG HEALTH
-
501(C)(3) · SUPPORT TRUST · NV
Directly controlled by NA
-
NEIGHBORHOOD HEALTH AGENCIES INC
501(C)(3) · NURSING · PA
Directly controlled by CCH&HS
-
NEIGHBORHOOD LEAGUE HEALTH SERVICES
501(C)(3) · HEALTH SRVCS · PA
Directly controlled by CCH&HS
-
NEIGHBORHOOD VISITING NURSE ASSOCIATION
501(C)(3) · NURSING · PA
Directly controlled by CCH&HS
-
501(c)(3) · SUPPORT ORG · PA
Directly controlled by TRUSTEES
-
PENN CENTER FOR REHAB AND CARE
501(c)(3) · HEALTHCARE · PA
Directly controlled by PMC
-
501(c)(7) · CLUB · NY
Directly controlled by NA
-
501(c)(3) · SUPPORT ORG · PA
Directly controlled by TRUSTEES
-
501(c)(3) · PUBLISHING · PA
Directly controlled by TRUSTEES
-
PENNSYLVANIA COLLEGE OF HEALTH SCIENCES
501(C)(3) · HEALTH EDU · PA
Directly controlled by LG HOSPITAL
-
501(C)(3) · HEALTHCARE · PA
Directly controlled by TRUSTEES
-
501(c)(3) · SUPPORT ORG · PA
Directly controlled by NA
-
501(c)(3) · SUPPORT ORG · PA
Directly controlled by TRUSTEES
-
PRESBYTERIAN MEDICAL CENTER OF UPHS
501(c)(3) · HEALTHCARE · PA
Directly controlled by TRUSTEES
-
THE ASC TRUST OF THE UNIV OF PA
501(c)(3) · BUS. TRUST · PA
Directly controlled by NA
-
501(C)(3) · HEALTHCARE · PA
Directly controlled by CCH&HS
-
THE HEART GROUP OF LANCASTER GEN HEALTH
501(C)(3) · CARDIOLOGY · PA · controlled entity
Directly controlled by LG HEALTH
-
TRUSTEES OF THE UNIVERSITY OF PENN
501(c)(3) · EDUCATION · PA
Directly controlled by NA
-
UNIVERSITY CITY ASSOCIATES INC
501(c)(3) · SUPPORT ORG · PA
Directly controlled by TRUSTEES
-
501(c)(3) · FAC. CLUB · PA
Directly controlled by TRUSTEES
-
501(C)(3) · SUPPORT ORG · PA
Directly controlled by TRUSTEES
-
UPENN MASTER RETIREMENT TRUST
501(A) · RETIRE TRUST · PA
Directly controlled by TRUSTEES
-
501(c)(3) · BENEFITS · PA
Directly controlled by TRUSTEES
-
501(c)(3) · HOSPICE CARE · PA
Directly controlled by TRUSTEES
-
WOMEN'S AND CHILDREN'S HEALTH SERVICES
501(c)(3) · HEALTHCARE · PA
Directly controlled by PA HOSPITAL
-
501(C)(3) · HEALTHCARE · NJ
Directly controlled by PHCS HOLDING
-
PRINCETON HEALTHCARE SYSTEM FDN INC
501(C)(3) · SUPPORT PHCS · NJ
Directly controlled by PHCS HOLDING
-
PRINCETON HEALTHCARE SYSTEM HOLDING INC
501(C)(3) · HOLDING CO. · NJ
Directly controlled by TRUSTEES
-
PRINCETON MEDICAL PROPERTIES INC
501(C)(2) · REAL ESTATE · NJ
Directly controlled by PHCS HOLDING
-
501(C)(3) · HOMECARE SVCS · NJ
Directly controlled by PHCS HOLDING
-
PRINCETON HEALTHCARE AFFILIATED PHYS PC
501(C)(3) · HLTHCARE SVCS · NJ
Directly controlled by PCHS HOLDING
-
501(C)(3) · HOME HEALTH · PA · controlled entity
Directly controlled by LG HEALTH
-
501(C)(3) · SUPPORT ORG · PA
Directly controlled by TRUSTEES
-
LAISE CA TUW FBO UNIV OF PENN
4947(A)(1) · SUPPORT TRUST · PA
Directly controlled by NA
-
501(C)(3) · HEALTHCARE · PA
Directly controlled by CCA
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.
-
PDCP 1740 FUND LP
INVESTMENT · IL
Directly controlled by NA
-
DVG 1740 FUND LP
INVESTMENT · CT
Directly controlled by NA
-
EAST MARSHALL STREET PARTNERSHIP LP
INVESTMENT · PA
Directly controlled by NA
-
FERN HILL PARTNERSHIP III LP
RENTAL · PA
Directly controlled by NA
-
FERN HILL LLC
RENTAL · PA
Directly controlled by NA
-
GALLOPAVO LP
INVESTMENT · TX
Directly controlled by NA
-
LANCASTER PET PARTNERSHIP LLP
MEDICAL SERVICES · PA
Directly controlled by NA
-
LG HEALTH COMMUNITY CARE COLLABORATIVE
ACO · PA
Directly controlled by NA
-
MRI GROUP LLP
MEDICAL SERVICES · PA
Directly controlled by NA
-
NEIGHBRHD PRES & DEV FUND LP
RENTAL · PA
Directly controlled by NA
-
OAKLANDS WAY MEDICAL BUILDING ASSOCIATES
RENTAL · PA
Directly controlled by NA
-
SRP INVESTORS FUND A LP
INVESTMENT · TX
Directly controlled by NA
-
JOG V C LIMITED PARTNERSHIP
INVESTMENT · CA
Directly controlled by NA
-
TURK'S HEAD SURGERY CENTER LLC
MEDICAL SERVICES · PA
Directly controlled by NA
-
CYRUS 1740 MASTER FUND LP
INVESTMENT · CJ
Directly controlled by NA
-
JOG VI C LIMITED PARTNERSHIP
INVESTMENT · CA
Directly controlled by NA
-
LG HEALTH COMMCARE COLLAB II
ACO · PA
Directly controlled by NA
-
CYRUS 1740 FUND LP
INVESTMENT · NY
Directly controlled by NA
-
KINGSTOWN 1740 FUND LP
INVESTMENT · NY
Directly controlled by NA
-
ST-TO RIBBIT OPPORTUNITY V LLC
INVESTMENT · CA
Directly controlled by NA
-
UNIVERSA BLACK SWAN PROTECTION PROTOCOL
INVESTMENT · FL
Directly controlled by NA
-
AXIS UKA GP LLC
INVESTMENT · PA
Directly controlled by NA
-
LIFT REAL ESTATE PARTNERS FUND II LP
INVESTMENT · CA
Directly controlled by NA
-
BEXP II (PARALLEL) LP
INVESTMENT · TX
Directly controlled by NA
-
FORERUNNER BUILDERS F-G LP
INVESTMENT · CA
Directly controlled by NA
-
GCM CARRIAGE SPV LP
INVESTMENT · NY
Directly controlled by NA
-
INITIALIZED CBH SPV LLC
INVESTMENT · CA
Directly controlled by NA
-
SAILINGSTONE GLOBAL NATURAL RESOURCES FU
INVESTMENT · TX
Directly controlled by NA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CLINICAL HEALTH CARE ASSOC OF NJ PC
C-CORP · PHYS MGMT · PA
Directly controlled by CCA
-
DELANCEY CORPORATION
C-CORP · RENTAL · PA
Directly controlled by PA HOSPITAL
-
FRANKLIN CASUALTY INSURANCE CO
C-CORP · INSURANCE · VT
Directly controlled by TRUSTEES
-
LANCASTER GENERAL INSURANCE COMPANY
C-CORP · INSURANCE · CJ · 100% owned · share of income $14,666,722 · share of assets $0
Directly controlled by LG HEALTH
-
LANCASTER GENERAL SERVICES INC
C-CORP · PROPERTY SRVC · PA · 100% owned · share of income -$772,140 · share of assets $5,409,096
Directly controlled by LG HEALTH
-
NAYA 1740 FUND LTD
C-CORP · INVESTMENT · CJ
Directly controlled by TRUSTEES
-
PENN WHARTON CONSULTING (BEIJING) CO LTD
C-CORP · BUS. CONSULTING · CH
Directly controlled by UPENN INT'L
-
UPENN HOSPITALITY INC
C-CORP · HOTEL/RESTAURANT · PA
Directly controlled by TRUSTEES
-
QUAKER INSURANCE COMPANY LTD
C-CORP · SELF-INSURANCE · BD
Directly controlled by TRUSTEES
-
THE PAM 1740 FUND LTD
C-CORP · INVESTMENT · CJ
Directly controlled by TRUSTEES
-
TURK'S HEAD HEALTH SERVICES INC
C-CORP · MEDICAL SERVICE · PA
Directly controlled by CCH&HS
-
LANCASTER GENERAL 457 DEFERRED COMP PLAN
TRUST · TRUST · PA · 100% owned · share of income $1,216,241 · share of assets $42,182,699
Directly controlled by LG HEALTH
-
ACRM 1740 FUND LTD
C-CORP · INVESTMENT · CJ
Directly controlled by TRUSTEES
-
PRINCETON HEALTH INC & SUBS
C-CORP · MEDICAL · NJ
Directly controlled by PHCS HOLDING
-
PHI PHARMACY INC
C-CORP · INACTIVE · NJ
Directly controlled by PHCS HOLDING
-
CIRCLE MEDICAL ASSURANCE CO
C-CORP · INSURANCE · PA
Directly controlled by TRUSTEES
-
PENN MEDICINE LONDON LIMITED
LIMITED COMPANY · NETWORKING · UK
Directly controlled by UPENN INT'L
-
CYRUS 1740 FUND LTD
LIMITED COMPANY · INVESTMENT · CJ
Directly controlled by TRUSTEES
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431349349303058
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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