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Nonprofiteer
← CLARKSVILLE SENIOR CARE LLC

Form 990 for tax year 2023

Filed by CLARKSVILLE SENIOR CARE LLC.

Totals

Total revenue
$5,069
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Listed in Part VII

  • BRIAN K ZWOYER

    DIRECTOR/PRESIDENT/SECRETARY

    Total calculated
    $405,654
    From this org
    $0
    From related orgs
    $315,243
    Other
    $90,411
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,714 related
    Bonus
    $0 + $72,030 related
    Other
    $0 + $3,499 related
    Deferred
    $0 + $54,047 related
    Nontaxable benefits
    $0 + $36,364 related
    Filer's total
    $0 + $405,654 related

  • CAROL C THOMAS

    DIRECTOR/CHAIR

    Total calculated
    $40,000
    From this org
    $0
    From related orgs
    $40,000
    Other
    $0
    Hours/week
    0.1 + 5.2 related

  • MEGAN R PERRY

    DIRECTOR/TREASURER

    Total calculated
    $1,793,140
    From this org
    $0
    From related orgs
    $1,606,990
    Other
    $186,150
    Hours/week
    0.1 + 43.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $808,033 related
    Bonus
    $0 + $599,986 related
    Other
    $0 + $198,971 related
    Deferred
    $0 + $155,231 related
    Nontaxable benefits
    $0 + $30,919 related
    Filer's total
    $0 + $1,793,140 related

  • PAUL A GADEN

    DIRECTOR/VICE CHAIR

    Total calculated
    $1,212,995
    From this org
    $0
    From related orgs
    $1,057,862
    Other
    $155,133
    Hours/week
    0.1 + 47.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $589,442 related
    Bonus
    $0 + $398,386 related
    Other
    $0 + $70,034 related
    Deferred
    $0 + $121,649 related
    Nontaxable benefits
    $0 + $33,484 related
    Filer's total
    $0 + $1,212,995 related

  • MICHAEL V GENTRY

    FORMER OFFICER

    Total calculated
    $2,220,921
    From this org
    $0
    From related orgs
    $2,142,866
    Other
    $78,055
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $676,459 related
    Bonus
    $0 + $1,177,775 related
    Other
    $0 + $288,632 related
    Deferred
    $0 + $60,636 related
    Nontaxable benefits
    $0 + $17,419 related
    Filer's total
    $0 + $2,220,921 related

  • ROBERT A BROERMANN

    FORMER OFFICER

    Total calculated
    $2,809,597
    From this org
    $0
    From related orgs
    $2,673,690
    Other
    $135,907
    Hours/week
    0 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,250,127 related
    Bonus
    $0 + $1,116,632 related
    Other
    $0 + $306,931 related
    Deferred
    $0 + $106,554 related
    Nontaxable benefits
    $0 + $29,353 related
    Filer's total
    $0 + $2,809,597 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 3
SENTARA HEALTH, THE 501(C)(3) TAX EXEMPT PARENT OF THE SENTARA HEALTH SYSTEM, ESTABLISHED THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL USING AN INDEPENDENT COMPENSATION CONSULTANT AND A COMPENSATION STUDY. SENTARA HEALTH RECOGNIZES THAT PROVIDING THE BEST POSSIBLE CARE REQUIRES US TO ATTRACT AND RETAIN THE VERY BEST EMPLOYEES. OUR ORGANIZATION IS COMMITTED TO INVESTING IN OUR PEOPLE BY OFFERING COMPETITIVE COMPENSATION OPPORTUNITIES AND A STRONG WORKPLACE ENVIRONMENT.
PART I, LINE 4B
ROBERT BROERMANN, MICHAEL GENTRY, MEGAN PERRY, PAUL GADEN, AND BRIAN ZWOYER PARTICIPATED IN THE SENTARA CAPITAL ACCUMULATION ACCOUNT PLAN. THE CAPITAL ACCUMULATION PLAN IS A NONQUALIFIED DEFERRED COMPENSATION PROGRAM. SUCH PLANS ARE COMMONLY OFFERED TO NOT-FOR-PROFIT HEALTH CARE EXECUTIVES TO PROVIDE ADDITIONAL RETIREMENT BENEFITS TO SUPPLEMENT LIMITATIONS IN QUALIFIED PLANS. PARTICIPATION IS LIMITED TO A SELECT GROUP OF CORPORATE EXECUTIVES AS APPROVED BY SENTARA HEALTH'S BOARD OF DIRECTOR'S COMPENSATION COMMITTEE. TERMS OF THE PLAN CHANGED EFFECTIVE JANUARY 1, 2009, WHEREBY VESTING OF CONTRIBUTIONS MADE ON OR AFTER THAT DATE NOW OCCURS ON THE EARLIER OF FIVE YEARS FOR EACH YEARS' CONTRIBUTIONS OR AGE 55 WITH 10 YEARS OF SERVICE. EFFECTIVE JANUARY 1, 2023, VESTING OF CONTRIBUTIONS EXPANDED TO INCLUDE AGE 60 WITH 5 YEARS OF SERVICE FROM THE DATE OF HIRE, OR AGE 65 WITH 2 YEARS OF SERVICE FROM THE CAA PLAN ENTRY DATE. UNDER THE OLD TERMS, VESTING OF CONTRIBUTIONS MADE PRIOR TO JANUARY 1, 2009 OCCURS ON THE EARLIEST OF ASSIGNED DISTRIBUTION DATE, DEATH, INVOLUNTARY TERMINATION WITHOUT CAUSE OR COMPLETION OF TWO-YEAR NON-COMPETE AFTER VOLUNTARY TERMINATION (REGARDLESS OF ORIGINAL ASSIGNED DISTRIBUTION DATE). FICA AND FUTA TAXATION OF PRE-2009 CONTRIBUTIONS MAY OCCUR EARLIER THAN FEDERAL INCOME TAXATION IN ACCORDANCE WITH APPLICABLE LAW. DURING 2023, THE FOLLOWING CORPORATE EXECUTIVES RECEIVED TAXABLE DISTRIBUTIONS UNDER THE PLAN: ROBERT BROERMANN ($222,448); MICHAEL GENTRY ($170,140); AND MEGAN PERRY ($104,772). THESE AMOUNTS HAVE BEEN REPORTED IN COLUMN (B)(III) OF SCHEDULE J, PART II.
PART I LINE 4
CERTAIN SENIOR EXECUTIVES OF THE SENTARA HEALTH SYSTEM ARE COVERED BY THE SENTARA HEALTH EXECUTIVE CHANGE IN CONTROL AND SEVERANCE BENEFIT PLAN. THE PLAN PROVIDES FOR SPECIFIED SEVERANCE PAY AND BENEFITS IN THE EVENT OF INVOLUNTARY TERMINATION OF EMPLOYMENT THAT OCCURS: (1) IN THE ORDINARY COURSE OF EMPLOYMENT OR (2) WITHIN TWO YEARS FOLLOWING A QUALIFYING CHANGE IN CONTROL TO ELIGIBLE INDIVIDUALS AS DEFINED IN THE PLAN. PLAN BENEFITS VARY BASED UPON AN ELIGIBLE INDIVIDUAL'S TIER LEVEL AND WHETHER THE TERMINATION IS OR IS NOT WITHIN TWO YEARS FOLLOWING A CHANGE IN CONTROL, BUT GENERALLY RANGE BETWEEN 12-18 MONTHS. THE PLAN IS UNFUNDED AND DESIGNED AS AN ERISA TOP HAT WELFARE BENEFIT PLAN. INDIVIDUALS THAT ARE NOT ELIGIBLE TO PARTICIPATE IN THE PLAN MAY BE COVERED UNDER INDIVIDUAL ARRANGEMENTS DEPENDING ON POSITION AND QUALIFYING CIRCUMSTANCES.

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
2023
Filed
28 October 2024
IRS schema version
2023v5.1
Source object
202443029349301144

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