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Nonprofiteer
← BUTLER HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2023

Filed by BUTLER HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$1,677,020
Total expenses
$893,843
Contributions and grants received
$1,409,363
Grants paid
$17,000
Program service revenue
$0
Investment income
$130,573
Other revenue
$137,084
Total assets, end of year
$6,705,559
Total liabilities, end of year
$1,640,994
Net assets or fund balances, end of year
$5,064,565
Program services expenses (Part IX)
$506,155
Management and general expenses
$0
Fundraising expenses
$387,688
Program service expenses (Part III)
$506,155

Program services were 56.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $121,500

  • 1f · All other contributions, gifts and grants

    $1,287,863

  • 3 · Investment income

    total $130,573 · excluded $130,573

  • 8a · Fundraising events: gross income

    $342,504

  • 8a · Fundraising events: contributions included on line 1c

    $121,500

  • 8b · Fundraising events: direct expenses

    $205,420

  • 8c · Net income from fundraising events

    total $137,084 · excluded $137,084

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $17,000 · program services $17,000

  • 7 · Other salaries and wages

    total $205,197 · fundraising $205,197

  • 9 · Other employee benefits

    total $25,989 · fundraising $25,989

  • 10 · Payroll taxes

    total $14,926 · fundraising $14,926

  • 11g · Fees: other

    total $114,999 · fundraising $114,999

  • 12 · Advertising and promotion

    total $420 · fundraising $420

  • 13 · Office expenses

    total $20,400 · fundraising $20,400

  • 16 · Occupancy

    total $5,415 · fundraising $5,415

  • 17 · Travel

    total $342 · fundraising $342

  • 24a · Other expenses: CATERING/SPECIAL FUNCTI

    total $482,894 · program services $482,894

  • 24b · Other expenses: OTHER EXPENSES

    total $6,261 · program services $6,261

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,523,676 · end of year $1,895,414

  • 2 · Savings and temporary cash investments

    beginning of year $2,015,408 · end of year $2,201,285

  • 3 · Pledges and grants receivable

    beginning of year $213,791 · end of year $189,635

  • 10a · Land, buildings and equipment: cost or other basis

    $36,390

  • 10b · Land, buildings and equipment: accumulated depreciation

    $36,390

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,008,669 · end of year $1,236,532

  • 15 · Other assets

    beginning of year $0 · end of year $1,182,693

  • 17 · Accounts payable and accrued expenses

    beginning of year $50,448 · end of year $1,232,509

  • 25 · Other liabilities

    beginning of year $96,136 · end of year $408,485

  • 27 · Net assets without donor restrictions

    beginning of year $1,562,411 · end of year $1,761,402

  • 28 · Net assets with donor restrictions

    beginning of year $3,052,549 · end of year $3,303,163

Mission and programs · 2023

Mission

BUTLER HEALTH SYSTEM FOUNDATION, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, EXISTS TO PROVIDE A TRUSTED DELIVERY OF CARE WHICH MAKES A POSITIVE IMPACT ON THE LIVES OF EVERY INDIVIDUAL WE TOUCH.

Activities or mission (Part I)

BUTLER HEALTH SYSTEM FOUNDATION, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, WILL BE RECOGNIZED AS THE PREMIER PROVIDER OF HIGH QUALITY, VALUE-DRIVEN AFFORDABLE INTEGRATED CARE IN THE REGION. WE WILL ACHIEVE THIS THROUGH UNWAVERING COMMITMENT TO INDIVIDUAL AND ORGANIZATIONAL EXCELLENCE AND TECHNOLOGICAL INNOVATION.

  • BUTLER HEALTH SYSTEM FOUNDATION SUPPORTS THE MISSION OF BUTLER HEALTH SYSTEM BY PROVIDING AVENUES FOR INDIVIDUALS, CORPORATIONS AND PHILANTHROPIC ORGANIZATIONS TO SUPPORT THE PROGRAMS AND SERVICES OF BUTLER HEALTH SYSTEM. THE BUTLER HEALTH SYSTEM FOUNDATION RAISES MONEY THROUGH SPECIAL EVENTS, TARGETED CAMPAIGNS AND SOLICITING FOUNDATION AND CORPORATE GRANTS.

    Expenses $506,155 · Grants $17,000

As filed on the 2023 return.

Listed in Part VII

  • Kenneth P Defurio

    PRESIDENT & CEO

    Total calculated
    $1,106,222
    From this org
    $0
    From related orgs
    $1,082,276
    Other
    $23,946
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,078,797 related
    Bonus
    $0
    Other
    $0 + $3,479 related
    Deferred
    $0 + $4,950 related
    Nontaxable benefits
    $0 + $18,996 related
    Filer's total
    $0 + $1,106,222 related

  • Larry Richert

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Vicki Hinterberger

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Joseph Grunenwald Dba

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Patrick Hampson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sunder Rao MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $574,209
    From this org
    $0
    From related orgs
    $556,001
    Other
    $18,208
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $556,001 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,208 related
    Filer's total
    $0 + $574,209 related

  • Jud Stewart

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • April Stilley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Margaret Irvine Weir

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas S Albanesi Jr CPA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $537,275
    From this org
    $0
    From related orgs
    $503,655
    Other
    $33,620
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,255 related
    Bonus
    $0
    Other
    $0 + $7,400 related
    Deferred
    $0 + $18,086 related
    Nontaxable benefits
    $0 + $15,534 related
    Filer's total
    $0 + $537,275 related

  • Eric Huss

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $485,957
    From this org
    $0
    From related orgs
    $478,650
    Other
    $7,307
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $82,903 related
    Bonus
    $0
    Other
    $0 + $395,747 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,307 related
    Filer's total
    $0 + $485,957 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

  • 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 3
THE CEO IS PAID BY BUTLER HEALTHCARE PROVIDERS, A NONPROFIT RELATED CORPORATION. BUTLER HEALTHCARE PROVIDERS USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, INDEPENDENT LEGAL REVIEW, AND APPROVAL BY THE BOARD AND BOARD COMPENSATION COMMITTEE.
PART I, LINES 4A-B
BUTLER HEALTHCARE PROVIDERS, A RELATED ORGANIZATION UTILIZES A SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) TO RECRUIT AND RETAIN LEADERSHIP TALENT. VESTING PERIODS ARE 5 AND 10 YEARS, FOR ALL EXECUTIVES, WITH THE EXCEPTION OF THE PRESIDENT/CEO, AT AGE 65. THE THIRD VESTING PERIOD FOR THE PRESIDENT/CEO IS AGE 60. ELIGIBLE EXECUTIVES RECEIVE DISTRIBUTIONS UPON REACHING THE VESTING PERIODS. ALL CONTRIBUTIONS TO THE SERP HAVE BEEN REPORTED PREVIOUSLY AND ARE REPORTED ANNUALLY. THE ANNUAL ACCRUAL AMOUNTS FOR CALENDAR YEAR 2023 WERE: KENNETH P DEFURIO, $351,888 DURING CALENDAR YEAR 2023, ERIC HUSS RECEIVED A SERP PAYOUT OF $73,063. DURING CALENDAR YEAR 2023, ERIC HUSS RECEIVED SEVERANCE IN THE AMOUNT OF $322,683.

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.

  • BUTLER AMBULATORY SURGERY CENTER LLC

    AMBULATORY SURG. · PA

  • BHS FASTERCARE

    URGENT CARE · PA

  • BHS FASTER CARE LABORATORY

    LAB. SERVICES · PA

Related corporations and trusts

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

  • EXCELA HEALTH PHYSICIAN PRACTICES

    C · HEALTH CARE · PA

  • EXCELA HEALTH HOLDING COMPANY

    C · HEALTH CARE · PA

  • EXCELA HEALTH VENTURES LLC

    C · REAL ESTATE · PA

  • EXCELA RECIPROCAL RRG & SUBSIDIARY

    C · INSURANCE · VT

  • EXCELA PHYSICIAN HOSPITAL ORGANIZATION LLC

    C · HEALTH CARE · PA

  • EXCELA HEALTH DIVERSIFIED SERVICES LLC

    C · HEALTH CARE · PA

  • PCA OF BUTLER PC

    C · PHY. OFFICE · PA

  • CLARION DEVELOPMENT CORPORATION

    C · PHARMACY · PA

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202511349349303611

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