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Nonprofiteer
← TRIHEALTH PHYSICIAN INSTITUTE

Form 990 for tax year 2023

Filed by TRIHEALTH PHYSICIAN INSTITUTE.

Totals

Total revenue
$176,286,532
Total expenses
$288,451,721
Contributions and grants received
$2,424,563
Grants paid
$47,051
Program services expenses (Part IX)
$253,363,069
Management and general expenses
$35,088,652
Fundraising expenses
$0
Program service expenses (Part III)
$253,363,069

Program services were 87.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANDREW DEVOE

    TREASURER (END 2/24)

    Total calculated
    $1,209,124
    From this org
    $0
    From related orgs
    $1,121,641
    Other
    $87,483
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $786,423 related
    Bonus
    $0 + $273,587 related
    Other
    $0 + $61,631 related
    Deferred
    $0 + $47,606 related
    Nontaxable benefits
    $0 + $39,877 related
    Filer's total
    $0 + $1,209,124 related

  • MARLA SILLIMAN

    TRUSTEE

    Total calculated
    $929,282
    From this org
    $0
    From related orgs
    $860,815
    Other
    $68,467
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $630,713 related
    Bonus
    $0 + $183,544 related
    Other
    $0 + $46,558 related
    Deferred
    $0 + $55,871 related
    Nontaxable benefits
    $0 + $12,596 related
    Filer's total
    $0 + $929,282 related

  • JOHN WARD

    TRUSTEE

    Total calculated
    $933,371
    From this org
    $0
    From related orgs
    $850,111
    Other
    $83,260
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $618,637 related
    Bonus
    $0 + $193,011 related
    Other
    $0 + $38,463 related
    Deferred
    $0 + $50,543 related
    Nontaxable benefits
    $0 + $32,717 related
    Filer's total
    $0 + $933,371 related

  • STEVE GRACEY

    SECRETARY

    Total calculated
    $830,534
    From this org
    $0
    From related orgs
    $744,735
    Other
    $85,799
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $537,042 related
    Bonus
    $0 + $166,459 related
    Other
    $0 + $41,234 related
    Deferred
    $0 + $46,545 related
    Nontaxable benefits
    $0 + $39,254 related
    Filer's total
    $0 + $830,534 related

  • BRYAN STRADER

    PRESIDENT

    Total calculated
    $960,918
    From this org
    $0
    From related orgs
    $865,701
    Other
    $95,217
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $644,654 related
    Bonus
    $0 + $180,956 related
    Other
    $0 + $40,091 related
    Deferred
    $0 + $57,792 related
    Nontaxable benefits
    $0 + $37,425 related
    Filer's total
    $0 + $960,918 related

  • VESTA JOHNS

    ADMINISTRATIVE EXECUTIVE

    Total calculated
    $767,531
    From this org
    $0
    From related orgs
    $640,576
    Other
    $126,955
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $407,028 related
    Bonus
    $0 + $97,112 related
    Other
    $0 + $136,436 related
    Deferred
    $0 + $125,012 related
    Nontaxable benefits
    $0 + $1,943 related
    Filer's total
    $0 + $767,531 related

  • JASON SCHWARTZ

    VP-CLINICAL SERVICE LINES

    Total calculated
    $463,025
    From this org
    $0
    From related orgs
    $404,538
    Other
    $58,487
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,143 related
    Bonus
    $0 + $74,946 related
    Other
    $0 + $21,449 related
    Deferred
    $0 + $24,636 related
    Nontaxable benefits
    $0 + $33,851 related
    Filer's total
    $0 + $463,025 related

  • MARK WITTE

    VP-CLINICAL SERVICE LINES

    Total calculated
    $560,999
    From this org
    $0
    From related orgs
    $455,406
    Other
    $105,593
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,430 related
    Bonus
    $0 + $80,872 related
    Other
    $0 + $31,104 related
    Deferred
    $0 + $80,562 related
    Nontaxable benefits
    $0 + $25,031 related
    Filer's total
    $0 + $560,999 related

  • JEREMIAH KIRKLAND

    VP-CLINICAL SERVICE LINES

    Total calculated
    $599,305
    From this org
    $0
    From related orgs
    $503,436
    Other
    $95,869
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $384,968 related
    Bonus
    $0 + $94,265 related
    Other
    $0 + $24,203 related
    Deferred
    $0 + $58,957 related
    Nontaxable benefits
    $0 + $36,912 related
    Filer's total
    $0 + $599,305 related

  • BRIAN KUHN MD

    PHYSICIAN

    Total calculated
    $1,354,445
    From this org
    $0
    From related orgs
    $1,279,682
    Other
    $74,763
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $1,277,072 related
    Bonus
    $0
    Other
    $0 + $2,610 related
    Deferred
    $0 + $41,301 related
    Nontaxable benefits
    $0 + $33,462 related
    Filer's total
    $0 + $1,354,445 related

  • EDWARD CRANE MD

    PHYSICIAN

    Total calculated
    $1,202,579
    From this org
    $0
    From related orgs
    $1,144,758
    Other
    $57,821
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $1,142,136 related
    Bonus
    $0
    Other
    $0 + $2,622 related
    Deferred
    $0 + $24,045 related
    Nontaxable benefits
    $0 + $33,776 related
    Filer's total
    $0 + $1,202,579 related

  • MARK BROERING MD

    PHYSICIAN

    Total calculated
    $1,221,217
    From this org
    $0
    From related orgs
    $1,147,644
    Other
    $73,573
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $1,137,130 related
    Bonus
    $0
    Other
    $0 + $10,514 related
    Deferred
    $0 + $39,797 related
    Nontaxable benefits
    $0 + $33,776 related
    Filer's total
    $0 + $1,221,217 related

  • SATEESH KESARI MD

    PHYSICIAN

    Total calculated
    $1,456,371
    From this org
    $0
    From related orgs
    $1,370,338
    Other
    $86,033
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $1,367,716 related
    Bonus
    $0
    Other
    $0 + $2,622 related
    Deferred
    $0 + $46,545 related
    Nontaxable benefits
    $0 + $39,488 related
    Filer's total
    $0 + $1,456,371 related

  • MICHAEL SHEHATA MD

    PHYSICIAN

    Total calculated
    $1,241,436
    From this org
    $0
    From related orgs
    $1,183,542
    Other
    $57,894
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $1,181,832 related
    Bonus
    $0
    Other
    $0 + $1,710 related
    Deferred
    $0 + $24,045 related
    Nontaxable benefits
    $0 + $33,849 related
    Filer's total
    $0 + $1,241,436 related

  • MARK CLEMENT

    FORMER OFFICER

    Total calculated
    $2,292,310
    From this org
    $0
    From related orgs
    $2,219,557
    Other
    $72,753
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,575,958 related
    Bonus
    $0 + $606,615 related
    Other
    $0 + $36,984 related
    Deferred
    $0 + $47,735 related
    Nontaxable benefits
    $0 + $25,018 related
    Filer's total
    $0 + $2,292,310 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 PRESIDENTS 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. DURING THE 2023 CALENDAR YEAR, NONE OF THE INDIVIDUALS LISTED IN SCHEDULE J, PART II, RECEIVED A PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN WHICH WAS TREATED AS TAXABLE COMPENSATION BY TRIHEALTH, INC.
PART I, LINE 3
TRIHEALTH, INC., A RELATED ORGANIZATION OF TRIHEALTH PHYSICIAN INSTITUTE, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE.
PART I, LINE 4A
THE REPORTABLE INDIVIDUALS OF TRIHEALTH PHYSICIAN INSTITUTE 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 2023 CALENDAR YEAR, NONE OF THE INDIVIDUALS LISTED IN SCHEDULE J, PART II, 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

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
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202501339349304885

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

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