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Nonprofiteer
← BETHESDA INC

Form 990 for tax year 2022

Filed by BETHESDA INC.

Totals

Total revenue
$1,334,320
Total expenses
$15,766,767
Contributions and grants received
$0
Grants paid
$13,389,167
Program services expenses (Part IX)
$14,762,523
Management and general expenses
$1,004,244
Fundraising expenses
$0
Program service expenses (Part III)
$14,762,523

Program services were 93.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PHILLIP COX

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RANCE DUKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ELLEN KATZ

    TRUSTEE (END 3/23)

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM TSACALIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • YVONNE WASHINGTON

    TRUSTEE (END 6/23)

    Total calculated
    $0
    Hours/week
    1

  • STUART DONOVAN MD

    TRUSTEE (END 6/23)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KATHLEEN KELLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JILL MILLER

    PRESIDENT & CEO

    Total calculated
    $454,989
    From this org
    $0
    From related orgs
    $348,643
    Other
    $106,346
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $248,269 related
    Bonus
    $0 + $84,956 related
    Other
    $0 + $15,418 related
    Deferred
    $0 + $69,801 related
    Nontaxable benefits
    $0 + $36,545 related
    Filer's total
    $0 + $454,989 related

  • DAN MOLINA

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN NIEMEYER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MELISSA THOMASSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHAD REARDON

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA BOOTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BOB COLLINS MD

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • QUINT STUDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DENISE KUPRIONIS

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • KRISTINE GARRETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BOB MITCHELL

    TRUSTEE (END 6/23)

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE KUHNS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIC KEARNEY

    TRUSTEE (START 9/22)

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL CROFTON

    ASST. TREASURER

    Total calculated
    $529,853
    From this org
    $0
    From related orgs
    $440,848
    Other
    $89,005
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,077 related
    Bonus
    $0 + $124,932 related
    Other
    $0 + $5,839 related
    Deferred
    $0 + $64,878 related
    Nontaxable benefits
    $0 + $24,127 related
    Filer's total
    $0 + $529,853 related

  • CHARLES CROWTHER

    VP & CHIEF INVEST OFFICER

    Total calculated
    $580,506
    From this org
    $0
    From related orgs
    $484,042
    Other
    $96,464
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $360,343 related
    Bonus
    $0 + $121,774 related
    Other
    $0 + $1,925 related
    Deferred
    $0 + $59,026 related
    Nontaxable benefits
    $0 + $37,438 related
    Filer's total
    $0 + $580,506 related

  • STEVE GRACEY

    ASST. SECRETARY

    Total calculated
    $760,046
    From this org
    $0
    From related orgs
    $675,796
    Other
    $84,250
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,083 related
    Bonus
    $0 + $140,225 related
    Other
    $0 + $35,488 related
    Deferred
    $0 + $47,484 related
    Nontaxable benefits
    $0 + $36,766 related
    Filer's total
    $0 + $760,046 related

  • PRADEEP WARIKOO MD

    PHYSICIAN

    Total calculated
    $407,503
    From this org
    $0
    From related orgs
    $330,342
    Other
    $77,161
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $304,941 related
    Bonus
    $0
    Other
    $0 + $25,401 related
    Deferred
    $0 + $61,991 related
    Nontaxable benefits
    $0 + $15,170 related
    Filer's total
    $0 + $407,503 related

  • KASEY REYNOLDS MD

    PHYSICIAN

    Total calculated
    $479,345
    From this org
    $0
    From related orgs
    $412,329
    Other
    $67,016
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $402,638 related
    Bonus
    $0 + $9,000 related
    Other
    $0 + $691 related
    Deferred
    $0 + $30,921 related
    Nontaxable benefits
    $0 + $36,095 related
    Filer's total
    $0 + $479,345 related

  • ISELA ROBERTSHAW MD

    PHYSICIAN

    Total calculated
    $393,392
    From this org
    $0
    From related orgs
    $318,800
    Other
    $74,592
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $313,859 related
    Bonus
    $0 + $4,250 related
    Other
    $0 + $691 related
    Deferred
    $0 + $45,055 related
    Nontaxable benefits
    $0 + $29,537 related
    Filer's total
    $0 + $393,392 related

  • JENNIFER ZIMMERMAN

    DIRECTOR-GRANTS & EVALUATION

    Total calculated
    $222,820
    From this org
    $0
    From related orgs
    $172,941
    Other
    $49,879
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $145,092 related
    Bonus
    $0 + $27,384 related
    Other
    $0 + $465 related
    Deferred
    $0 + $17,229 related
    Nontaxable benefits
    $0 + $32,650 related
    Filer's total
    $0 + $222,820 related

  • KIANA TRABUE

    VP-STRATEGIC PARTNERSHIPS

    Total calculated
    $211,876
    From this org
    $0
    From related orgs
    $166,437
    Other
    $45,439
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $139,582 related
    Bonus
    $0 + $26,459 related
    Other
    $0 + $396 related
    Deferred
    $0 + $21,244 related
    Nontaxable benefits
    $0 + $24,195 related
    Filer's total
    $0 + $211,876 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

  • 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)

PART I, LINE 4B
ELIGIBLE EXECUTIVES (GENERALLY VICE PRESIDENT AND ABOVE) PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS LISTED IN SCHEDULE J, PART II, RECEIVED A PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WHICH WAS TREATED AS TAXABLE COMPENSATION.
PART I, LINE 3:
TRIHEALTH, INC., A RELATED ORGANIZATION OF BETHESDA, INC., USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE.
PART I, LINE 4A:
THE REPORTABLE INDIVIDUALS OF BETHESDA, INC. ARE PAID BY TRIHEALTH, INC., A RELATED ORGANIZATION, RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN INTERNAL REVENUE CODE SECTION 501(C)(3). TRIHEALTH, INC. HAS A STANDARD EMPLOYEE SEVERANCE PACKAGE. GENERAL SEVERANCE PAY IS BASED ON LENGTH OF SERVICE. IN ADDITION, NOTICE PAY, IF APPLICABLE UNDER TRIHEALTH, INC. POLICY, MAY BE ADDED TO THE SEVERANCE PACKAGE AND THE AMOUNT OF NOTICE PAY WILL BE DETERMINED BY HUMAN RESOURCES IN ACCORDANCE WITH TRIHEALTH, INC. POLICY. PAYMENTS OF SEVERANCE ARE CONDITIONED UPON SIGNING A SEPARATION AND RELEASE AGREEMENT. DURING THE 2022 CALENDAR YEAR, NONE OF THE REPORTABLE INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS FROM TRIHEALTH, INC.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
13 May 2024
IRS schema version
2022v5.0
Source object
202431349349303478

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

The source document this was parsed from is served over the API, which is where bulk and document access live.