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Nonprofiteer
← CATALPA HEALTH INC

Form 990 for tax year 2022

Filed by CATALPA HEALTH INC.

Totals

Total revenue
$11,365,160
Total expenses
$11,965,030
Contributions and grants received
$3,797,577
Grants paid
$0
Program service revenue
$7,626,368
Investment income
$49,359
Other revenue
-$108,144
Total assets, end of year
$9,451,883
Total liabilities, end of year
$5,119,526
Net assets or fund balances, end of year
$4,332,357
Program services expenses (Part IX)
$9,964,576
Management and general expenses
$1,816,812
Fundraising expenses
$183,642
Program service expenses (Part III)
$9,964,576

Program services were 83.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AMY HERBST

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • ANNETTE LECHNIR

    MEMBER LEFT IN 2022

    Total calculated
    $0
    Hours/week
    3

  • DAVID VANDER ZANDEN

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • GAIL OSTRANDER

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • JULIE MEYER

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • MICHAEL BERGMANN

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • SHAUN GUNDERSON

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • WENDY BARTON

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • HEATHER HOEFFLER

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • PAUL KLISTER

    MEMBER LEFT IN 2022

    Total calculated
    $0
    Hours/week
    2

  • CARRIE PENOVICH

    COO & FINANCIAL LEADER LEFT IN 2022

    Total calculated
    $74,210
    From this org
    $71,881
    From related orgs
    $0
    Other
    $2,329
    Hours/week
    40

  • MARY DOWNS

    CEO LEFT IN 2022

    Total calculated
    $34,225
    From this org
    $33,571
    From related orgs
    $0
    Other
    $654
    Hours/week
    40

  • SCOTT RADTKE

    CHIEF CLINICAL OFFICER

    Total calculated
    $222,390
    From this org
    $173,602
    From related orgs
    $0
    Other
    $48,788
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,487
    Bonus
    $22,890
    Other
    $15,225
    Deferred
    $7,378
    Nontaxable benefits
    $41,410
    Filer's total
    $222,390

  • TRACY GUIOU

    PRESIDENT AND CEO

    Total calculated
    $252,449
    From this org
    $218,889
    From related orgs
    $0
    Other
    $33,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,889
    Bonus
    $0
    Other
    $0
    Deferred
    $5,192
    Nontaxable benefits
    $28,368
    Filer's total
    $252,449

  • BRENDA GLODOWSKI

    FINANCIAL LEADER

    Total calculated
    $54,000
    From this org
    $54,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • ERIN VANDERLANGENBERG

    PSYCHOLOGIST

    Total calculated
    $217,759
    From this org
    $170,057
    From related orgs
    $0
    Other
    $47,702
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,834
    Bonus
    $40,271
    Other
    $3,952
    Deferred
    $6,445
    Nontaxable benefits
    $41,257
    Filer's total
    $217,759

  • JANELLE JENSON

    ADV PRACTICE NURSE PRESCRIBER

    Total calculated
    $240,795
    From this org
    $207,048
    From related orgs
    $0
    Other
    $33,747
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $101,903
    Bonus
    $105,145
    Other
    $0
    Deferred
    $8,238
    Nontaxable benefits
    $25,509
    Filer's total
    $240,795

  • JILLIAN SCHUH

    PEDIATRIC NEUROPSYCHOLOGIS

    Total calculated
    $199,909
    From this org
    $147,773
    From related orgs
    $0
    Other
    $52,136
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $118,376
    Bonus
    $25,503
    Other
    $3,894
    Deferred
    $5,557
    Nontaxable benefits
    $46,579
    Filer's total
    $199,909

  • LISA ENGELHARDT

    ADV PRACTICE NURSE PRESCRIBER

    Total calculated
    $209,809
    From this org
    $165,866
    From related orgs
    $0
    Other
    $43,943
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $88,588
    Bonus
    $71,333
    Other
    $5,945
    Deferred
    $6,913
    Nontaxable benefits
    $37,030
    Filer's total
    $209,809

  • MARK ROVICK

    PSYCHIATRIST

    Total calculated
    $335,631
    From this org
    $287,990
    From related orgs
    $0
    Other
    $47,641
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,004
    Bonus
    $69,101
    Other
    $885
    Deferred
    $0
    Nontaxable benefits
    $47,641
    Filer's total
    $335,631

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

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE CEO DETERMINED THE BONUS AMOUNT FOR THE OTHER OFFICERS (NONFIXED PAYMENTS) BASED ON SET BENCHMARKS APPROVED BY THE BOARD. HIGHLY COMPENSATED EMPLOYEES RECEIVED BONUSES DURING THE YEAR BASED ON FORMULAS WHICH CONSIDER WORK RELATIVE VALUE UNITS (WRVU) EXCEEDING PRODUCTION BENCHMARKS.

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
14 September 2023
IRS schema version
2022v5.0
Source object
202312639349300521

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

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