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Nonprofiteer
← LMW HEALTHCARE INC

Form 990 for tax year 2022

Filed by LMW HEALTHCARE INC.

Totals

Total revenue
$125,333,691
Total expenses
$145,612,405
Contributions and grants received
$434,819
Grants paid
$24,722
Program services expenses (Part IX)
$133,765,409
Management and general expenses
$11,846,996
Fundraising expenses
$0
Program service expenses (Part III)
$133,765,409

Program services were 91.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • WILLIAM ASELTYNE

    TRUSTEE (VESTED DEFERRED)

    Total calculated
    $4,635,003
    From this org
    $0
    From related orgs
    $4,635,003
    Other
    $0
    Hours/week
    1 + 39 related

  • WILLIAM ASELTYNE

    TRUSTEE (CURRENT YR COMP)

    Total calculated
    $1,567,053
    From this org
    $0
    From related orgs
    $1,367,048
    Other
    $200,005
    Hours/week
    1 + 39 related

  • PATRICK L GREEN

    PRESIDENT/CEO & TRUSTEE

    Total calculated
    $1,457,378
    From this org
    $217,050
    From related orgs
    $868,201
    Other
    $372,127
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $156,575 + $626,301 related
    Bonus
    $46,103 + $184,413 related
    Other
    $14,372 + $57,487 related
    Deferred
    $69,594 + $278,378 related
    Nontaxable benefits
    $4,831 + $19,324 related
    Filer's total
    $291,475 + $1,165,903 related

  • RICHARD LISITANO

    PRESIDENT/CEO & TRUSTEE

    Total calculated
    $848,449
    From this org
    $125,924
    From related orgs
    $503,694
    Other
    $218,831
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $92,149 + $368,596 related
    Bonus
    $22,644 + $90,576 related
    Other
    $11,131 + $44,522 related
    Deferred
    $40,107 + $160,426 related
    Nontaxable benefits
    $3,660 + $14,638 related
    Filer's total
    $169,691 + $678,758 related

  • STEPHEN ALLEGRETTO

    FORMER OFFICER

    Total calculated
    $768,730
    From this org
    $0
    From related orgs
    $768,730
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $115,188 related
    Other
    $0 + $653,542 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $768,730 related

  • DENISE FIORE

    FORMER OFFICER

    Total calculated
    $616,317
    From this org
    $0
    From related orgs
    $593,810
    Other
    $22,507
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $244,952 related
    Bonus
    $0 + $143,170 related
    Other
    $0 + $205,688 related
    Deferred
    $0 + $17,756 related
    Nontaxable benefits
    $0 + $4,751 related
    Filer's total
    $0 + $616,317 related

  • JOSHUA MORRIS

    SECRETARY/TREASURER

    Total calculated
    $497,833
    From this org
    $92,771
    From related orgs
    $371,083
    Other
    $33,979
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $82,113 + $328,452 related
    Bonus
    $10,000 + $40,000 related
    Other
    $658 + $2,631 related
    Deferred
    $1,830 + $7,320 related
    Nontaxable benefits
    $4,966 + $19,863 related
    Filer's total
    $99,567 + $398,266 related

  • MAUREEN ANDERSON

    FORMER OFFICER

    Total calculated
    $384,619
    From this org
    $0
    From related orgs
    $350,438
    Other
    $34,181
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $278,175 related
    Bonus
    $0 + $54,740 related
    Other
    $0 + $17,523 related
    Deferred
    $0 + $14,036 related
    Nontaxable benefits
    $0 + $20,145 related
    Filer's total
    $0 + $384,619 related

  • PRATHIBHA VARKEY

    FORMER TRUSTEE

    Total calculated
    $361,875
    From this org
    $0
    From related orgs
    $361,875
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $361,875 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $361,875 related

  • KAREN DAVIS

    CLINICAL CARE COORDINATOR

    Total calculated
    $249,725
    From this org
    $212,411
    From related orgs
    $0
    Other
    $37,314
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,124
    Bonus
    $4,203
    Other
    $84
    Deferred
    $11,737
    Nontaxable benefits
    $25,577
    Filer's total
    $249,725

  • TYRA FRENETTE

    REGISTERED NURSE

    Total calculated
    $217,159
    From this org
    $185,241
    From related orgs
    $0
    Other
    $31,918
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,118
    Bonus
    $5,035
    Other
    $88
    Deferred
    $6,345
    Nontaxable benefits
    $25,573
    Filer's total
    $217,159

  • KARL NG

    CLINICAL PHARMACIST

    Total calculated
    $206,385
    From this org
    $181,244
    From related orgs
    $0
    Other
    $25,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,117
    Bonus
    $3,943
    Other
    $184
    Deferred
    $15,170
    Nontaxable benefits
    $9,971
    Filer's total
    $206,385

  • CARRIE KENYON

    EXEC DIR NURSING PATIENT CARE SVCS

    Total calculated
    $190,137
    From this org
    $184,206
    From related orgs
    $0
    Other
    $5,931
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,911
    Bonus
    $16,083
    Other
    $212
    Deferred
    $5,862
    Nontaxable benefits
    $69
    Filer's total
    $190,137

  • EMILY FLYNN

    CLINICAL PHARMACIST

    Total calculated
    $186,767
    From this org
    $154,504
    From related orgs
    $0
    Other
    $32,263
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,635
    Bonus
    $4,748
    Other
    $121
    Deferred
    $6,665
    Nontaxable benefits
    $25,598
    Filer's total
    $186,767

  • DANIEL GACCIONE

    EX-OFFICIO TRUSTEE

    Total calculated
    $14,175
    From this org
    $14,175
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • F GREGORY AHERN

    VICE CHAIR & TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TODD BLUE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • NICHOLAS FORTSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • STEPHEN M GREENE

    CHAIRMAN AND TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JOHN HOLSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • THOMAS J LIGUORI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES MAYNARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JAMES MITCHELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • MARIE PEAKMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SHANNA REELS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • VICTORIA REYES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CATHERINE ZALL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 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 — 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

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • WILLIAM ASELTYNE

    TRUSTEE (VESTED DEFERRED)

    Schedule J breakdown

    Base
    $0
    Bonus
    $0
    Other
    $0 + $4,635,003 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $4,635,003 related

  • WILLIAM ASELTYNE

    TRUSTEE (CURRENT YR COMP)

    Schedule J breakdown

    Base
    $0 + $977,723 related
    Bonus
    $0 + $268,691 related
    Other
    $0 + $120,634 related
    Deferred
    $0 + $175,550 related
    Nontaxable benefits
    $0 + $24,455 related
    Filer's total
    $0 + $1,567,053 related

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE FILING ORGANIZATION DOES NOT HAVE AND/OR COMPENSATE ITS OWN CEO/EXECUTIVE DIRECTOR. THESE POSITIONS ARE FILLED BY EMPLOYEES OF A RELATED ORGANIZATION(S) AND COMPENSATED THROUGH THE RESPECTIVE RELATED ORGANIZATION(S). THE METHOD(S) USED BY THE RELATED ORGANIZATION(S) FOR DETERMINING COMPENSATION FOR THESE INDIVIDUALS ARE: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE INDIVIDUAL(S) LISTED BELOW PARTICIPATE IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF A RELATED ORGANIZATION. THESE ACCRUALS ARE INCLUDED IN THE AMOUNTS REPORTED IN PART II, COLUMN C (DEFERRED COMPENSATION) AND REPRESENTS BOTH THE REPORTING ENTITY'S AND RELATED ENTITY'S COMBINED AMOUNTS THAT HAVE NOT YET BEEN VESTED CONSISTENT WITH THE COMPENSATION REPORTING PER IRS. SEVERANCE NONQUALIFIED EQUITY-BASED PATRICK GREEN $0 $ 207,474 $0 RICHARD LISITANO $0 $ 87,183 $0 THE SUPPLEMENTAL RETIREMENT INCOME PLAN (SRIP) / EXECUTIVE DEFERRED COMPENSATION ACCOUNT PLAN (EDCAP) ARE DESIGNED TO ENSURE THE PAYMENT OF A COMPETITIVE LEVEL OF RETIREMENT INCOME WHEN ADDED TO OTHER SOURCES OF RETIREMENT INCOME IN ORDER TO ATTRACT AND RETAIN KEY MANAGEMENT EMPLOYEES SERVING AS SENIOR LEADERS. THE PLAN PROVIDES SUPPLEMENTAL RETIREMENT INCOME THROUGH AN UNFUNDED, NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT UNDER SECTION 457(F) AND THROUGH A DEFERRED COMPENSATION PLAN UNDER SECTION 409A OF THE INTERNAL REVENUE CODE AND A MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES' PLAN UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA). THE INDIVIDUAL LISTED BELOW BECAME VESTED IN BENEFITS VALUED AT THE AMOUNT RESPECTIVELY REPORTED BELOW DURING THE REPORTING YEAR. INCLUDED IN SECTION II, COLUMN B (III) IS THE AMOUNT VESTED DURING THE 2022 CALENDAR YEAR THAT IS RECOGNIZED AS A TAXABLE EVENT AND REPORTED IN THE INDIVIDUAL'S 2022 CALENDAR YEAR FORM W-2. SRIP EDCAP WILLIAM ASELTYNE $ 4,635,093 $0 THE FOLLOWING REPORTED INDIVIDUAL(S) RECEIVED A PAYMENT FROM A NONQUALIFIED PLAN. THE PAYMENT WAS MADE DIRECTLY TO THE INDIVIDUAL(S) FROM THE RABBI TRUST AND REPORTED IN THE INDIVIDUALS' 2022 FORM W-2 ISSUED BY THE RABBI TRUST. STEPHEN ALLEGRETTO $58,565
PART I, LINE 7
THE SHORT TERM INCENTIVE PLAN (STIP) IS A VARIABLE COMPENSATION PLAN WHICH PROVIDES ONE-TIME PAYMENTS TO ELIGIBLE MEMBERS OF MANAGEMENT IN RECOGNITION OF THE ACCOMPLISHMENT OF KEY ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OBJECTIVES. PERFORMANCE LEVELS ARE ESTABLISHED AND REVIEWED ANNUALLY AT THRESHOLD, TARGET AND MAXIMUM LEVELS, ACCORDING TO PLANNED "STRETCH" GOALS AND OBJECTIVES. INCENTIVE AWARD OPPORTUNITIES ARE ESTABLISHED ACCORDING TO MARKET PRACTICES BASED ON EACH ELIGIBLE POSITION'S RESPONSIBILITIES, PERFORMANCE AND LEVEL OF AUTHORITY. PERFORMANCE RELATIVE TO STIP AWARD OPPORTUNITIES INCORPORATES A BROAD SPECTRUM OF PRE-DEFINED FINANCIAL AND NON-FINANCIAL METRICS THAT ARE ALIGNED WITH ORGANIZATIONAL MISSION AND VALUES.

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
12 August 2024
IRS schema version
2022v5.0
Source object
202432269349301048

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

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