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← CARDIOMETABOLIC CENTER ALLIANCE INC

Form 990 for tax year 2022

Filed by CARDIOMETABOLIC CENTER ALLIANCE INC.

Totals

Total revenue
$1,539,133
Total expenses
$1,539,135
Contributions and grants received
$1,325,446
Grants paid
$0
Program service revenue
$213,687
Investment income
$0
Other revenue
$0
Total assets, end of year
$4,510,775
Total liabilities, end of year
$3,042,282
Net assets or fund balances, end of year
$1,468,493
Program services expenses (Part IX)
$1,304,889
Management and general expenses
$173,582
Fundraising expenses
$60,664
Program service expenses (Part III)
$1,304,889

Program services were 84.8% 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.

  • 1f · All other contributions, gifts and grants

    $1,325,446

  • 2a · Program service revenue: OTHER PROGRAM SERVICE REVENUE

    total $213,687 · related or exempt $213,687

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $979,433 · program services $815,318 · management and general $119,535 · fundraising $44,580

  • 8 · Pension plan contributions

    total $27,147 · program services $22,510 · management and general $3,377 · fundraising $1,260

  • 9 · Other employee benefits

    total $85,820 · program services $71,162 · management and general $10,676 · fundraising $3,982

  • 10 · Payroll taxes

    total $57,171 · program services $47,406 · management and general $7,112 · fundraising $2,653

  • 11b · Fees: legal

    total $5,660 · management and general $5,660

  • 11c · Fees: accounting

    total $5,018 · management and general $5,018

  • 11g · Fees: other

    total $9,850 · program services $9,593 · management and general $243 · fundraising $14

  • 12 · Advertising and promotion

    total $1,444 · program services $1,198 · management and general $179 · fundraising $67

  • 13 · Office expenses

    total $8,558 · program services $7,064 · management and general $1,100 · fundraising $394

  • 14 · Information technology

    total $95,476 · program services $95,476

  • 16 · Occupancy

    total $62,318 · program services $54,320 · management and general $5,825 · fundraising $2,173

  • 17 · Travel

    total $49,901 · program services $49,901

  • 19 · Conferences, conventions and meetings

    total $6,409 · program services $6,409

  • 22 · Depreciation, depletion and amortization

    total $52,144 · program services $45,452 · management and general $4,874 · fundraising $1,818

  • 24a · Other expenses: SLHS Shared Expense

    total $80,249 · program services $66,543 · management and general $9,983 · fundraising $3,723

  • 24b · Other expenses: Bad Debt Expense

    total $10,663 · program services $10,663

  • 24c · Other expenses: Dues/Memberships

    total $1,856 · program services $1,856

  • 24d · Other expenses: Medical Supplies

    total $18 · program services $18

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,875,197 · end of year $3,665,801

  • 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 $336,867

  • 4 · Accounts receivable

    beginning of year $74,824 · end of year $391,900

  • 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 $0 · end of year $0

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

    $217,147

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

    $129,104

  • 10c · Land, buildings and equipment, net

    beginning of year $140,188 · end of year $88,043

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $83,703 · end of year $28,164

  • 17 · Accounts payable and accrued expenses

    beginning of year $65,127 · end of year $89,606

  • 18 · Grants payable

    beginning of year $0

  • 19 · Deferred revenue

    beginning of year $3,403,559 · end of year $2,890,932

  • 20 · Tax-exempt bond liabilities

    beginning of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $104,177 · end of year $61,744

  • 27 · Net assets without donor restrictions

    beginning of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $601,049 · end of year $1,468,493

Mission and programs · 2022

Mission

CARDIOMETABOLIC CENTER ALLIANCE was formed on March 17, 2020, to further development of treatment for cardiometabolic disease, which can generally be described as a cluster of interrelated risk factors, including hypertension, elevated fasting blood sugar, dyslipidemia, abdominal obesity and elevated triglycerides, which can lead to heart disease and type 2 diabetes.

Activities or mission (Part I)

Further Development of Treatment for Cardiometabolic Disease

  • The Organization is an outgrowth of Saint Luke's Health System to address clinical care of patients suffering from cardiometabolic disease. The purpose of its program is to develop a comprehensive, collaborative approach to the treatment of this disease in lieu of what historically had been a fragmented and isolated approach across different specialties and fields. A key element of the program has been the development and maintenance of a data registry that tracks care and outcomes over time, and serves as the basis for the further development of recommended treatment protocols and strategies. The Organization is intended to be a national collaborative of providers and institutions committed to improving the quality of care and outcomes of patients with cardiometabolic disease by focusing on comprehensive risk reduction. The Organization's data registry will be valuable for outcomes measures, quality and process improvement, and research opportunities - both as real-world evidence and as a clinical trial platform.

    Expenses $1,304,889 · Revenue $213,687

As filed on the 2022 return.

Listed in Part VII

  • Amy Nachtigal

    CFO, Treas-DIRECTOR

    Total calculated
    $698,098
    From this org
    $0
    From related orgs
    $590,046
    Other
    $108,052
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,878 related
    Bonus
    $0 + $130,032 related
    Other
    $0 + $60,136 related
    Deferred
    $0 + $73,234 related
    Nontaxable benefits
    $0 + $34,818 related
    Filer's total
    $0 + $698,098 related

  • Gregory Bentz

    CHAIR-DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jan Murray

    SECRETARY-DIRECTOR

    Total calculated
    $1,150,874
    From this org
    $0
    From related orgs
    $1,035,560
    Other
    $115,314
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $685,351 related
    Bonus
    $0 + $222,439 related
    Other
    $0 + $127,770 related
    Deferred
    $0 + $102,464 related
    Nontaxable benefits
    $0 + $12,851 related
    Filer's total
    $0 + $1,150,875 related

  • Jani Johnson

    Chief Executive Officer AND DIRECTOR

    Total calculated
    $1,262,028
    From this org
    $0
    From related orgs
    $1,039,999
    Other
    $222,029
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $688,402 related
    Bonus
    $0 + $283,422 related
    Other
    $0 + $68,175 related
    Deferred
    $0 + $197,503 related
    Nontaxable benefits
    $0 + $24,526 related
    Filer's total
    $0 + $1,262,028 related

  • Mikhail Kosiborod MD

    EXECUTIVE DIRECTOR

    Total calculated
    $914,918
    From this org
    $0
    From related orgs
    $869,753
    Other
    $45,165
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $867,461 related
    Bonus
    $0
    Other
    $0 + $2,292 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $28,390 related
    Filer's total
    $0 + $914,919 related

  • Daphne Bascom MD

    DIRECTOR

    Total calculated
    $299,404
    From this org
    $0
    From related orgs
    $293,030
    Other
    $6,374
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $98,303 related
    Bonus
    $0 + $110,778 related
    Other
    $0 + $83,949 related
    Deferred
    $0 + $5,823 related
    Nontaxable benefits
    $0 + $551 related
    Filer's total
    $0 + $299,404 related

  • J Chris Perryman MD

    DIRECTOR

    Total calculated
    $634,960
    From this org
    $0
    From related orgs
    $600,722
    Other
    $34,238
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,770 related
    Bonus
    $0 + $183,790 related
    Other
    $0 + $95,162 related
    Deferred
    $0 + $31,986 related
    Nontaxable benefits
    $0 + $2,252 related
    Filer's total
    $0 + $634,961 related

  • Javed Butler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Fialkow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jorge Plutsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lloyd Hill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Eckel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sanjaya Rajagoalan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Allison Trimble

    ASSISTANT SECRETARY

    Total calculated
    $237,948
    From this org
    $0
    From related orgs
    $220,182
    Other
    $17,766
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,640 related
    Bonus
    $0 + $5,000 related
    Other
    $0 + $542 related
    Deferred
    $0 + $8,893 related
    Nontaxable benefits
    $0 + $8,874 related
    Filer's total
    $0 + $237,948 related

  • Janet Gordon

    CHIEF OPERATING OFFICER

    Total calculated
    $310,785
    From this org
    $0
    From related orgs
    $244,804
    Other
    $65,981
    Hours/week
    12 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,288 related
    Bonus
    $0 + $46,183 related
    Other
    $0 + $4,333 related
    Deferred
    $0 + $35,903 related
    Nontaxable benefits
    $0 + $30,078 related
    Filer's total
    $0 + $310,785 related

  • Andrea Stafos

    PROJECT MANAGER

    Total calculated
    $149,772
    From this org
    $118,788
    From related orgs
    $0
    Other
    $30,984
    Hours/week
    40

  • Daniel Aistrope

    PROJECT MANAGER

    Total calculated
    $138,488
    From this org
    $125,450
    From related orgs
    $0
    Other
    $13,038
    Hours/week
    40

  • Melissa Magwire

    PROGRAM DIRECTOR

    Total calculated
    $147,564
    From this org
    $119,096
    From related orgs
    $0
    Other
    $28,468
    Hours/week
    40

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 Arrangement used to establish the top management official's compensation
ANNUALLY, THE SAINT LUKE'S HEALTH SYSTEM BOARD OF DIRECTORS' COMPENSATION COMMITTEE REVIEWS, DISCUSSES, SETS AND APPROVES COMPENSATION FOR THE ORGANIZATION'S TOP MANAGEMENT EXECUTIVES. INDEPENDENT, EXTERNAL DIRECTORS SERVE ON THE COMPENSATION COMMITTEE. AN INDEPENDENT COMPENSATION CONSULTING FIRM ANNUALLY PROVIDES A WRITTEN REPORT AND REASONABLENESS OPINION. THE CONSULTANT REVIEWS THE SYSTEM'S EXECUTIVE COMPENSATION PHILOSOPHY AND ANALYZES MARKET COMPETITIVENESS (IN TOTAL AND BY EACH COMPENSATION AND BENEFIT ELEMENT) FOR THE EXECUTIVES USING APPROPRIATE COMPARABILITY DATA. COMPENSATION COMMITTEE ACTIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE. COMPENSATION FOR OFFICERS NOT REVIEWED BY THE COMPENSATION COMMITTEE IS SET/APPROVED ANNUALLY BY SAINT LUKE'S HEALTH SYSTEM EXECUTIVE MANAGEMENT BASED ON MARKET COMPENSATION SURVEYS AND COMPARABILITY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM.
Schedule J, Part II COMPENSATION FROM RELATED ORGANIZATIONS
DAPHNE BASCOM, JAN MURRAY, ALLISON TRIMBLE, AND CHRIS PERRYMAN DID NOT RECEIVE COMPENSATION FOR DUTIES AS A DIRECTOR OR OFFICER OF THE FILING ORGANIZATION BUT RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR SERVICES RENDERED TO THE RELATED ORGANIZATIONS. JANI JOHNSON, AMY NACHTIGAL, JANET GORDON, AND MIKHAIL KOSIBOROD RECEIVED COMPENSATION FROM A RELATED ORGANIZATION FOR SERVICES RENDERED TO THE FILING ORGANIZATION AND THE RELATED ORGANIZATION. THE RELATED ORGANIZATION HAS ADOPTED A MANAGEMENT INCENTIVE COMPENSATION PLAN FOR CERTAIN MEMBERS OF SENIOR AND MIDDLE MANAGEMENT TO PROMOTE EFFECTIVE MANAGEMENT OF OPERATIONS, QUALITY OF CARE AND SERVICE, AND OPTIMAL USE OF RESOURCES. THE INCENTIVES ARE CALCULATED AS A PERCENTAGE OF BASE SALARY CONTINGENT ON ACHIEVING QUALITY, PATIENT SATISFACTION, EMPLOYEE ENGAGEMENT, FINANCIAL AND OTHER OPERATIONAL PERFORMANCE TARGETS ESTABLISHED BY THE BOARD'S COMPENSATION COMMITTEE ON AN ANNUAL BASIS. INCENTIVE AWARDS ARE PAID AT THE DISCRETION OF THE BOARD OF DIRECTORS AND DO NOT ACCRUE TO THE BENEFIT OF THE INDIVIDUALS UNTIL AFTER FINANCIAL RESULTS HAVE BEEN DETERMINED FOR THE CALENDAR YEAR. THIS INCENTIVE COMPENSATION IS EVALUATED AS PART OF THE REVIEW OF MARKET COMPETITIVE DATA AND REASONABLENESS OF OVERALL COMPENSATION AND BENEFITS.

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.

  • MEDICAL PLAZA PARTNERS LP

    N/A · OWN & OPERATE MEDICAL OFFICE BUILDING · MO

    Directly controlled by NA

  • ST LUKES SURGICENTER-LEES SUMMIT LLC

    N/A · HEALTH CARE · MO

    Directly controlled by NA

  • SAINT LUKES SOUTH SURGERY CENTER LLC

    N/A · HEALTH CARE · KS

    Directly controlled by NA

  • SAINT LUKES-GI DIAGNOSTICS

    N/A · HEALTH CARE · MO

    Directly controlled by NA

  • KANSAS CITY ORTHOPAEDIC INSTITUTE LLC

    N/A · HEALTH CARE · KS

    Directly controlled by NA

  • SAINT LUKES RADIATION THERAPY-LIBERTY LLC

    N/A · HEALTH CARE · MO

    Directly controlled by NA

  • Saint Luke's South Pain Management

    N/A · HEALTH CARE · KS

    Directly controlled by NA

Related corporations and trusts

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

  • SAINT LUKES HEALTH SYSTEM RISK RETENTION GROUP

    C Corporation · INSURANCE · SC

    Directly controlled by NA

  • ST LUKES HEALTH VENTURES INC

    C Corporation · ACCOUNTING · MO

    Directly controlled by NA

  • MEDICAL PLAZA MANAGEMENT INC

    C Corporation · MEDICAL OFFICE BUILDING MANAGEMENT · MO

    Directly controlled by NA

  • SAINT LUKES HEALTH SYSTEM INSURANCE LTD

    C Corporation · CAPTIVE · CJ

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303189349313960

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