Skip to content
Nonprofiteer
← PIKE HEALTH SERVICES INC

Form 990 for tax year 2022

Filed by PIKE HEALTH SERVICES INC.

Totals

Total revenue
$30,476,338
Total expenses
$29,354,624
Contributions and grants received
$877,018
Grants paid
$0
Program services expenses (Part IX)
$25,155,777
Management and general expenses
$4,198,847
Fundraising expenses
$0
Program service expenses (Part III)
$25,155,777

Program services were 85.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID KESSLER

    TRUSTEE/CHIEF OF MEDICAL STAFF

    Total calculated
    $353,476
    From this org
    $0
    From related orgs
    $333,420
    Other
    $20,056
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,473 related
    Bonus
    $0 + $93,947 related
    Other
    $0
    Deferred
    $0 + $14,341 related
    Nontaxable benefits
    $0 + $5,715 related
    Filer's total
    $0 + $353,476 related

  • ANTHONY FISH

    TRUSTEE/CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • VAL FRANCIS

    TRUSTEE/VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • CONNIE SHELLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSH REMY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JUDY SCHMITT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • PAUL ADKINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • RENEA GREGORY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TONY DIXON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • KIM ROE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JEFF GRAHAM

    AHS CEO

    Total calculated
    $1,267,669
    From this org
    $0
    From related orgs
    $1,178,750
    Other
    $88,919
    Hours/week
    1 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $925,582 related
    Bonus
    $0 + $250,303 related
    Other
    $0 + $2,865 related
    Deferred
    $0 + $24,920 related
    Nontaxable benefits
    $0 + $63,999 related
    Filer's total
    $0 + $1,267,669 related

  • KATHERINE EDRINGTON

    AHS COO

    Total calculated
    $737,829
    From this org
    $0
    From related orgs
    $696,085
    Other
    $41,744
    Hours/week
    1 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $561,061 related
    Bonus
    $0 + $132,159 related
    Other
    $0 + $2,865 related
    Deferred
    $0 + $15,921 related
    Nontaxable benefits
    $0 + $25,823 related
    Filer's total
    $0 + $737,829 related

  • LISA CARLSON

    AHS CFO-PART YEAR

    Total calculated
    $670,099
    From this org
    $0
    From related orgs
    $619,618
    Other
    $50,481
    Hours/week
    1 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $415,123 related
    Bonus
    $0 + $136,007 related
    Other
    $0 + $68,488 related
    Deferred
    $0 + $18,980 related
    Nontaxable benefits
    $0 + $31,501 related
    Filer's total
    $0 + $670,099 related

  • DAVE ZANNI

    SENIOR OPERATIONS EXECUTIVE OFFICER

    Total calculated
    $264,648
    From this org
    $243,018
    From related orgs
    $0
    Other
    $21,630
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $198,329
    Bonus
    $39,849
    Other
    $4,840
    Deferred
    $9,209
    Nontaxable benefits
    $12,421
    Filer's total
    $264,648

  • JAMES MCMANUS

    AHS CFO

    Total calculated
    $333,825
    From this org
    $0
    From related orgs
    $314,210
    Other
    $19,615
    Hours/week
    1 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,710 related
    Bonus
    $0 + $22,500 related
    Other
    $0
    Deferred
    $0 + $7,246 related
    Nontaxable benefits
    $0 + $12,369 related
    Filer's total
    $0 + $333,825 related

  • CHERYL SMITH

    PHARMACIST

    Total calculated
    $184,762
    From this org
    $174,071
    From related orgs
    $0
    Other
    $10,691
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,871
    Bonus
    $200
    Other
    $0
    Deferred
    $8,036
    Nontaxable benefits
    $2,655
    Filer's total
    $184,762

  • JASON LOUTSENHIZER

    PHARMACIST

    Total calculated
    $180,144
    From this org
    $155,601
    From related orgs
    $0
    Other
    $24,543
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $155,601
    Bonus
    $0
    Other
    $0
    Deferred
    $7,498
    Nontaxable benefits
    $17,045
    Filer's total
    $180,144

  • BRANDY STRAIN

    DIRECTOR OF NURSING

    Total calculated
    $153,961
    From this org
    $132,480
    From related orgs
    $0
    Other
    $21,481
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $113,695
    Bonus
    $17,485
    Other
    $1,300
    Deferred
    $3,688
    Nontaxable benefits
    $17,793
    Filer's total
    $153,961

  • ANDREW BAUER

    DIRECTOR OF OPERATIONS

    Total calculated
    $148,584
    From this org
    $119,703
    From related orgs
    $0
    Other
    $28,881
    Hours/week
    45

  • ROBERTA L KEATON

    RESPIRATORY THERAPIST

    Total calculated
    $137,047
    From this org
    $117,148
    From related orgs
    $0
    Other
    $19,899
    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 — 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 · 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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 1A
DAVE ZANNI HAS MEMBERSHIP IN ROTARY. PURPOSE IS TO ENHANCE PIKE'S ENGAGEMENT IN THE ACTIVITES OF WAVERLY AND SURROUNDING COMMUNITIES. DAVE ZANNI IS REIMBURSED FOR HIS ROTARY CLUB DUES. THIS IS NOT TREATED AS TAXABLE COMPENSATION.
PART I, LINE 3
EXECUTIVE LEADERSHIP AT PIKE HEALTH SERVICES HAS THEIR COMPENSATION REVIEWED EVERY YEAR BY ADENA HEALTH SYSTEM, A RELATED PARTY. THE SYSTEM UTILIZES A SEPARATE COMPENSATION CONSULTING FIRM THAT USES SEVERAL AVAILABLE MARKET STUDIES FOR APPLICABLE POSITIONS IN COMPARABLE MARKETS. OTHER PIKE HEALTH SERVICES MANAGEMENT WAGES ARE REVIEWED INTERNALLY USING MARKET DATA.
PART I, LINE 4B
THE ORGANIZATION HAS A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE FOLLOWING INDIVIDUALS PARTICIPATED IN OR RECEIVED PAYMENT FROM THE SERP IN 2022: LISA CARLSON $259,980 SERP ACCRUAL JAMES MCMANUS $32,295 SERP ACCRUAL THE SERP ACCRUALS, INCLUDED IN PART II, COLUMN (C), ARE AMOUNTS CREDITED TO THE EXECUTIVE UNDER THE SECTION 457(F) DEFERRED COMPENSATION PLAN.
PART I, LINE 7
MANAGEMENT OF ADENA HEALTH SYSTEM HAVE A PORTION OF THEIR ANNUAL SALARY AT RISK UNDER A VARIABLE COMPENSATION PLAN. IF THE OPERATING RESULTS OF AHS MEET A MARGIN TARGET IN ANY FISCAL YEAR, ADDITIONAL COMPENSATION IS PAID THAT IS CALCULATED USING THE OPERATING MARGIN ALONG WITH RESULTS IN EMPLOYEE ENGAGEMENT, PATIENT QUALITY, AND SATISFACTION USING A BALANCED SCORECARD FORMULA.

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
13 November 2023
IRS schema version
2022v5.0
Source object
202333189349309143

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.