Skip to content
Nonprofiteer
← ACADIA GENERAL HOSPITAL INC

Form 990 for tax year 2023

Filed by ACADIA GENERAL HOSPITAL INC.

Totals

Total revenue
$62,640,741
Total expenses
$59,156,655
Contributions and grants received
$0
Grants paid
$13,450
Program service revenue
$56,967,787
Investment income
$321
Other revenue
$5,672,633
Total assets, end of year
$21,828,217
Total liabilities, end of year
$9,834,927
Net assets or fund balances, end of year
$11,993,290
Program services expenses (Part IX)
$42,832,073
Management and general expenses
$16,324,582
Fundraising expenses
$0
Program service expenses (Part III)
$42,832,073

Program services were 72.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOSEPH J MITCHELL

    DIRECTOR/HOSPITAL CHIEF EXECUTIVE OFFICER

    Total calculated
    $394,015
    From this org
    $0
    From related orgs
    $389,081
    Other
    $4,934
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,303 related
    Bonus
    $0 + $88,992 related
    Other
    $0 + $154,786 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $4,934 related
    Filer's total
    $0 + $394,015 related

  • PATRICK W GANDY

    OLG CEO, OAGH CHAIRMAN OF THE BOARD

    Total calculated
    $1,101,401
    From this org
    $0
    From related orgs
    $999,885
    Other
    $101,516
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $691,421 related
    Bonus
    $0 + $277,384 related
    Other
    $0 + $31,080 related
    Deferred
    $0 + $77,533 related
    Nontaxable benefits
    $0 + $23,983 related
    Filer's total
    $0 + $1,101,401 related

  • STEPHEN A STEFANSKI

    DIRECTOR/SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ROBERT J AERTKER III MD

    DIRECTOR - NON VOTING

    Total calculated
    $13,000
    From this org
    $0
    From related orgs
    $13,000
    Other
    $0
    Hours/week
    1

  • MELINDA MALMAY

    DIRECTOR(BEGIN 4/2023)

    Total calculated
    $0
    Hours/week
    1

  • DAVID L CALLECOD

    FORMER DIRECTOR

    Total calculated
    $931,604
    From this org
    $0
    From related orgs
    $931,604
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $931,604 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $931,604 related

  • CAROLINE G MARCEAUX

    FORMER HIGHEST COMPENSATED

    Total calculated
    $222,080
    From this org
    $0
    From related orgs
    $199,031
    Other
    $23,049
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,689 related
    Bonus
    $0 + $25,028 related
    Other
    $0 + $1,314 related
    Deferred
    $0 + $6,401 related
    Nontaxable benefits
    $0 + $16,648 related
    Filer's total
    $0 + $222,080 related

  • GARLAND YOUNG

    FORMER HIGHEST COMPENSATED

    Total calculated
    $183,870
    From this org
    $0
    From related orgs
    $151,265
    Other
    $32,605
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $124,230 related
    Bonus
    $0 + $20,416 related
    Other
    $0 + $6,619 related
    Deferred
    $0 + $5,052 related
    Nontaxable benefits
    $0 + $27,552 related
    Filer's total
    $0 + $183,869 related

  • GLENN E DAILEY

    FORMER HIGHEST COMPENSATED

    Total calculated
    $340,376
    From this org
    $0
    From related orgs
    $333,403
    Other
    $6,973
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,090 related
    Bonus
    $0 + $54,893 related
    Other
    $0 + $22,420 related
    Deferred
    $0 + $6,800 related
    Nontaxable benefits
    $0 + $173 related
    Filer's total
    $0 + $340,376 related

  • HOPE ROSINSKI

    FORMER HIGHEST COMPENSATED

    Total calculated
    $180,082
    From this org
    $0
    From related orgs
    $161,451
    Other
    $18,631
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,697 related
    Bonus
    $0 + $3,557 related
    Other
    $0 + $1,197 related
    Deferred
    $0 + $5,552 related
    Nontaxable benefits
    $0 + $13,078 related
    Filer's total
    $0 + $180,081 related

  • JOSEPH C BRIGNAC

    FORMER HIGHEST COMPENSATED

    Total calculated
    $184,479
    From this org
    $0
    From related orgs
    $169,375
    Other
    $15,104
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,679 related
    Bonus
    $0 + $3,557 related
    Other
    $0 + $139 related
    Deferred
    $0 + $6,800 related
    Nontaxable benefits
    $0 + $8,304 related
    Filer's total
    $0 + $184,479 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, 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 1A
FIRST-CLASS OR CHARTER TRAVEL: OCHSNER'S BUSINESS TRAVEL POLICY OCCASIONALLY ALLOWS EMPLOYEES TO FLY FIRST-CLASS, SUCH AS WHEN OTHER SEATING IS NOT AVAILABLE OR FOR TRANS-ATLANTIC FLIGHTS. OCHSNER'S CEO, MEMBERS OF THE BOARD, MEMBERS OF MANAGEMENT, AND FAMILY MEMBERS ALSO FLEW ON CHARTER FLIGHTS. USE OF BUSINESS AIRCRAFT BY PERSONNEL OF OCHSNER CAN INCREASE PRODUCTIVITY, INCREASE FACE-TO-FACE BUSINESS CONTACT, FACILITATE TRAVEL TO LOCATIONS WITH INADEQUATE COMMERCIAL SERVICE, IMPROVE SECURITY AND FACILITATE OCHSNER'S ABILITY TO ALTER THE TRAVEL PLANS OF KEY EXECUTIVES, ON SHORT NOTICE, WHEN NECESSITATED BY BUSINESS EXIGENCIES. IN THE EVENT A FLIGHT IS USED FOR PERSONAL USE, OR A GUEST ATTENDS OTHER THAN FOR A BUSINESS PURPOSE, THESE FLIGHTS ARE INCLUDED IN TAXABLE WAGES. TRAVEL FOR COMPANIONS: OCHSNER HOSTS ITS BOARD OF DIRECTORS AND SENIOR MANAGEMENT AT A FEW DEVELOPMENTAL EVENTS. THE EVENTS PROVIDE THE DIRECTORS AND MANAGERS WITH INFORMATION AND TRAINING AS IT RELATES TO THEIR GOVERNANCE AT OCHSNER. AS THESE EVENTS ARE RELATIONSHIP-BUILDING EVENTS, THE ATTENDEES' SPOUSES ARE ENCOURAGED TO ATTEND. OCHSNER PROVIDED TRAVEL AND ACCOMMODATIONS FOR THE ATTENDING SPOUSES OF OFFICERS, KEY EMPLOYEES, AND BOARD MEMBERS. WITH SENIOR LEADERSHIP APPROVAL, OCCASIONALLY A FAMILY MEMBER TRAVELS WITH THE EMPLOYEE OR BOARD MEMBER FOR NON-BUSINESS REASONS, IN WHICH CASE THE COMPANION TRAVEL WOULD BE INCLUDABLE IN COMPENSATION OF THE EMPLOYEE OR BOARD MEMBER. TRAVEL FOR COMPANIONS WERE REPORTED AS TAXABLE COMPENSATION TO THE EMPLOYEES OR BOARD MEMBERS AND GROSSED UP. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: OCHSNER GROSSES UP NON-CASH COMPENSATION TO BOARD MEMBERS AND OFFICERS FOR THE FOLLOWING: * SPOUSAL TRAVEL TO THE BOARD AND MANAGEMENT DEVELOPMENTAL RETREATS. SPOUSES ARE ENCOURAGED TO ATTEND THESE EVENTS TO FURTHER THE RELATIONSHIPS WITHIN THE BOARD MEMBERS AND EXECUTIVE TEAM. * PARTICIPANT AND COMPANION ENTERTAINMENT AT BOARD AND MANAGEMENT DEVELOPMENTAL RETREATS. * HOLIDAY GIFTS TO THE BOARD MEMBERS AND EXECUTIVE TEAM. * SERVICE/EMPLOYEE ENGAGEMENT AWARD. THERE ARE 1 BOARD MEMBER AND OFFICERS, AND 1 OF THE FORMER HIGHEST COMPENSATED EMPLOYEES, RECEIVED GROSS-UP PAYMENTS IN 2023. DISCRETIONARY SPENDING ACCOUNT: MEMBERS OF EXECUTIVE TEAM MAY BE PROVIDED WITH AN AUTOMOBILE ALLOWANCE, WHICH IS INCLUDED IN TAXABLE INCOME. IN 2023, 1 EXECUTIVES RECEIVED THIS ALLOWANCE. 1 FORMER HIGHEST COMPENSATED EMPLOYEE RECEIVED GROSS-UP PAYMENTS RELATED TO EDUCATION BENEFIT.
PART I, LINE 1B
CHARTER AIRCRAFT USE AND TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE SUBJECT TO EXECUTIVE APPROVAL
PART I, LINE 3
THE OFFICERS OF THE ORGANIZATION ARE NOT COMPENSATED BY THE ORGANIZATION, BUT ARE COMPENSATED BY RELATED ORGANIZATIONS FOR THEIR ROLES AS OFFICERS AND EXECUTIVES OF THE OCHSNER CLINIC FOUNDATION. THE METHODS USED INCLUDE A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, A COMPENSATION SURVEY, AND APPROVAL BY THE COMPENSATION COMMITTEE.
PART I, LINES 4A-B
SCHEDULE J PART I, LINE 4A SEVERANCE PAYMENTS THE FOLLOWING SEVERANCE PAYMENT WAS MADE IN 2023, PURSUANT TO THE TERMS OF A SEPARATION AGREEMENT: * DAVID L CALLECOD, FORMER OFFICER, IN THE AMOUNT OF $931,604 SCHEDULE J PART I, LINE 4B THE FOLLOWING PEOPLE PARTICIPATE IN A 457(F) NON-QUALIFIED, UNFUNDED, DEFERRED COMPENSATION PLAN, WHICH WAS ADOPTED IN 2013. THE PLAN ALLOWS FOR ANNUAL FIXED CONTRIBUTIONS BASED ON A PERCENT OF BASE PAY AND SUBJECT TO A THREE-YEAR VESTING REQUIREMENT; AND ANNUAL DISCRETIONARY CONTRIBUTIONS BASED ON A PERCENT OF BASE PAY OR A FLAT-DOLLAR AMOUNT AND SUBJECT TO A THREE-YEAR VESTING REQUIREMENT. FOLLOWING IS A LIST OF PARTICIPANTS AND ANY DISTRIBUTIONS MADE IN 2023: * PATRICK GANDY; NO DISTRIBUTION

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413199349305171

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.