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← ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE

Form 990 for tax year 2022

Filed by ROCKINGHAM VISITING NURSE ASSOCIATION AND HOSPICE.

Totals

Total revenue
$14,938,637
Total expenses
$18,491,545
Contributions and grants received
$126,631
Grants paid
$0
Program service revenue
$14,458,916
Investment income
$303,463
Other revenue
$49,627
Total assets, end of year
$3,565,265
Total liabilities, end of year
$2,453,681
Net assets or fund balances, end of year
$1,111,584
Program services expenses (Part IX)
$15,928,191
Management and general expenses
$2,563,354
Fundraising expenses
$0
Program service expenses (Part III)
$15,928,191

Program services were 86.1% 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.

  • 1f · All other contributions, gifts and grants

    $126,631

  • 2a · Program service revenue: Net patient services

    total $14,437,518 · related or exempt $14,437,518

  • 2b · Program service revenue: Auxiliary revenues

    total $21,398 · related or exempt $21,398

  • 3 · Investment income

    total $9,377 · excluded $9,377

  • 7a · Gross sales of assets other than inventory

    securities $338,347

  • 7b · Less cost or other basis and sales expenses

    securities $44,261

  • 7c · Gain or loss

    securities $294,086

  • 7d · Net gain or loss

    total $294,086 · excluded $294,086

  • 9a · Gaming: gross income

    $145,004

  • 9b · Gaming: direct expenses

    $95,377

  • 9c · Net income from gaming

    total $49,627 · excluded $49,627

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $466,118 · program services $419,506 · management and general $46,612

  • 7 · Other salaries and wages

    total $10,634,040 · program services $9,570,636 · management and general $1,063,404

  • 8 · Pension plan contributions

    total $124,609 · program services $112,148 · management and general $12,461

  • 9 · Other employee benefits

    total $1,903,530 · program services $1,713,177 · management and general $190,353

  • 10 · Payroll taxes

    total $807,158 · program services $726,442 · management and general $80,716

  • 11a · Fees: management

    total $636,209 · management and general $636,209

  • 11b · Fees: legal

    total $793 · management and general $793

  • 11c · Fees: accounting

    total $37,609 · management and general $37,609

  • 11d · Fees: lobbying

    total $269 · management and general $269

  • 11g · Fees: other

    total $1,950,828 · program services $1,560,662 · management and general $390,166

  • 12 · Advertising and promotion

    total $478 · program services $287 · management and general $191

  • 13 · Office expenses

    total $290,455 · program services $255,602 · management and general $34,853

  • 14 · Information technology

    total $73,415 · program services $55,061 · management and general $18,354

  • 16 · Occupancy

    total $123,574 · program services $108,745 · management and general $14,829

  • 17 · Travel

    total $371,471 · program services $352,897 · management and general $18,574

  • 22 · Depreciation, depletion and amortization

    total $49,840 · program services $43,859 · management and general $5,981

  • 23 · Insurance

    total $38,727 · program services $34,080 · management and general $4,647

  • 24a · Other expenses: Medical supplies/fees

    total $891,318 · program services $891,318

  • 24b · Other expenses: Recognition/education

    total $40,483 · program services $35,625 · management and general $4,858

  • 24c · Other expenses: Provision for bad debts

    total $30,000 · program services $30,000

  • 24d · Other expenses: Other supplies

    total $20,621 · program services $18,146 · management and general $2,475

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,228,987 · end of year $1,234,233

  • 4 · Accounts receivable

    beginning of year $1,915,494 · end of year $1,484,817

  • 9 · Prepaid expenses and deferred charges

    beginning of year $31,412 · end of year $74,161

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

    $193,737

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

    $4,130

  • 10c · Land, buildings and equipment, net

    beginning of year $207,383 · end of year $189,607

  • 14 · Intangible assets

    end of year $59,575

  • 15 · Other assets

    beginning of year $476,703 · end of year $522,872

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,962,526 · end of year $1,481,270

  • 19 · Deferred revenue

    beginning of year $224,002 · end of year $134,210

  • 25 · Other liabilities

    beginning of year $823,544 · end of year $838,201

  • 27 · Net assets without donor restrictions

    beginning of year $221,946 · end of year $593,958

  • 28 · Net assets with donor restrictions

    beginning of year $627,961 · end of year $517,626

Mission and programs · 2022

Mission

The mission of Rockingham VNA & Hospice, a home health agency, is to assist in improving the health of the community. This mission is principally accomplished through the provision of health services and information to the community. (Continued on Schedule O)Rockingham VNA & Hospice works to accomplish this mission by promoting well being and independence by providing patient-centered health care services in the comfort of the home and within the communities served.

Activities or mission (Part I)

The mission of Rockingham VNA & Hospice, a home health agency, is to assist in improving the health of the community. This mission is principally accomplished through the provision of health services and information to the community. Rockingham VNA & Hospice works to accomplish this mission by promoting well being and independence by providing patient-centered health care services in the comfort of the home and within the communities served.

  • Rockingham VNA & Hospice's Home Care Program provides comprehensive skilled services to the adult population. The goal of these services is to improve the health and independence of the patients we serve. Our services include Skilled Nursing, Physical Therapy, Occupational Therapy, Speech Therapy, Social Work Services, Home Health Aide, Dietician, IV Specialist, Wound/Ostomy Specialist, Certified Diabetes Educator, Lymphedema Specialist and a Palliative Care Program. Rockingham VNA and Hospice provided 38,713 visits to 2,625 Home Care patients during fiscal year 2023. There were no costs to providing charitable care incurred during fiscal year 2023.(Continued on Schedule O)Rockingham VNA & Hospice's Hospice Program provides a comprehensive, medically directed, team oriented program of care. The essential components include care of the patient and family as one unit, pain and symptom management, 24 hour on-call availability, medical and nursing care, Home Health Aide, Social Work services, Bereavement and Spiritual care, Volunteers, Rehab services, and coordination of medications, medical supplies, and durable medical equipment. Rockingham VNA & Hospice provided 21,026 visits to 438 patients who received 26,795 days of patient care during fiscal year 2023. Rockingham VNA & Hospice's Community Outreach Program is dedicated to assisting in improving the health of the communities served through offering a variety of wellness clinics and educational opportunities. Community programs include Community Foot Clinics, Diabetes Support Groups, and Health Education Programs. In fiscal year 2023, RVNA & Hospice supported its mission by providing $63,025 in community outreach, benefits and financial support to the community which excluding $597,332 in uncovered Medicaid expenses.In addition to Rockingham VNA & Hospice's program service accomplishments described above, and as noted further below, the Beth Israel Lahey Health (BILH) network engaged in significant activities focused on expanding access to care and services, including underserved patient populations in order to reduce health inequities. There was also a strong focus on continuing to provide high quality care at a lower cost, when appropriate. BILH continues to focus on the behavioral health care needs of its communities as well. BILH Network Accomplishments and Activities - Fiscal Year Ended September 30, 2023Throughout the period covered by this filing, Beth Israel Lahey Health ("BILH") and its affiliates focused on expanding access and services, including to underserved patient populations in order to reduce health inequities. In addition, there was a strong focus on continuing to provide high quality care at a lower cost, when appropriate, as demonstrated by BILH's efforts to leverage community settings, keep care within the BILH Performance Network ("BILHPN"), and allow patients to receive care in their homes. The following highlights specific efforts during the period covered by this filing:Access & Expansion to Pharmacy Services - BILH Pharmacy has continued to expand its contractual relationships, allowing more patients to utilize its pharmacy for their prescriptions. In FY 2023, BILH Pharmacy successfully negotiated access to the Point32Health specialty pharmacy network as well as the WellSense Medicaid Accountable Care Organization ("ACO") plan. Examples of BILH Pharmacy's other efforts to expand patient access to medications include: - Enhanced medication authorization and access services to help patients obtain necessary insurance authorizations and find co-pay assistance, - Expanded the medication refill center to assist patients and providers in expediting medication renewals and ensuring prescribed medication and dosage are still appropriate, - Extended patient co-pay assistance programs to the Joslin Adult Diabetes clinic and Northeast Hospital Corporation patients, and - Expanded clinical pharmacy services in ambulatory clinics to help manage and optimize patients' complex medication therapies. - BILH Pharmacy also expanded its clinical pharmacy presence in clinics to reduce the health equity gap in the use of highly impactful medications to treat patients with diabetes and atherosclerotic cardiovascular diseases by improving their blood pressure and hemoglobin A1C. Interventions centered around prescribing evidence-based medications, educating patients about their conditions, and ensuring access to medication. Initial results have demonstrated an increase in the use of GLP-1 agonists and SGLT-2 inhibitors by 32% in Black and Hispanic populations, an average reduction in hemoglobin A1c of 0.8, and a decrease of systolic and diastolic blood pressures of 7mmHg and 2mmHg respectively.Improvement in Lab Services - BILH optimized the transportation routes of collected laboratory specimens to testing laboratories, ensuring high standards for turnaround times and maximum efficiency. This is foundational to the system's ability to consolidate testing, expand access to in-network laboratory services which in turn generally reduces cost, and support the provision of high-quality care and the clinician and patient experience. - Focus remained strong in developing physician practice delivery models and re-opening patient service centers. These efforts enhance community providers' ability to use BILH labs and increase patient access to BILH labs.Leveraging In-Network Care - BILH operates a Transfer Center that facilitates patient access to the appropriate placement of patient transfers. With the creation of the Transfer Center, BILH has been able to retain patients who might otherwise have gone outside of the system. By expanding its focus to community hospitals, BILH has enhanced its ability to place patients, including at locations potentially closer to the patients' homes. - BILHPN operates a centralized referral management program that focuses on patients seeking out-of-network specialty care and redirecting them to in-network specialty care, when clinically appropriate. Throughout FY 2023, BILHPN redirected well over one thousand patient visits. In most cases, care retained within BILH resulted in enhanced care coordination at a lower cost of care.Enabling Patients to Receive Care at Home - BILH launched its Hospital at Home program in FY 2023, starting with Lahey Clinic Hospital d/b/a Lahey Hospital & Medical Center. This has allowed eligible patients to be offered care in the setting most comfortable for them - their homes - while also customizing care plans and improving patients' mobility even while they are acutely ill. - In FY 2023, BILHPN put programs in place to manage length of stay at skilled nursing facilities ("SNFs"), reduce readmissions, and discharge medically appropriate patients directly to their homes with homecare services instead of to a SNF, provided patients are medically stable to return home after an acute care stay and will likely have better outcomes and lower cost of care.Behavioral Health - In FY 2023, BILH Behavioral Services launched its Community Behavioral Health Center ("CBHC") in Lawrence, Massachusetts, consolidating outpatient, mobile crisis intervention, and adult community crisis stabilization services. The establishment of the CBHC is a part of the Commonwealth's Executive Office of Health and Human Services Roadmap for Behavioral Health Reform. - In addition, as part of the Roadmap for Behavioral Health Reform, BILH launched an Emergency Services Redesign that shifts emergency evaluations out of the Emergency Department ("ED"). BILH Behavioral Services also expanded its ED integration efforts to a total of six EDs, including Addison Gilbert Hospital, Anna Jaques Hospital, Beverly Hospital, Lahey Medical Center-Peabody, Beth Israel Deaconess Hospital-Milton, and Winchester Hospital.Health Equity - BILH and Lawyers for Civil Rights launched a medical-legal partnership to provide free legal support to low-income patients, beginning at Beth Israel Deaconess Medical Center. The collaboration will expand BILH's ability to address health equity and expand access to health care for patients living in under-resourced communities. - BILHPN focused on reducing health equity disparities in diabetes and hypertension management by stratifying health outcomes by race, ethnicity and language; sharing performance data with primary care groups; and implementing clinical initiatives such as off-hour clinics, home blood pressure monitor distribution, continuous glucose monitoring, and outreach to patients with higher needs.(Continued later on this Schedule O)

    Expenses $15,928,191 · Revenue $14,458,916

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kevin J Callahan

    Chair & Trustee (Ex-Off) (end 7/23)

    Total calculated
    $1,485,128
    From this org
    $0
    From related orgs
    $1,451,111
    Other
    $34,017
    Hours/week
    1 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $717,155 related
    Bonus
    $0 + $751,685 related
    Other
    $0 + -$17,729 related
    Deferred
    $0 + $6,100 related
    Nontaxable benefits
    $0 + $27,917 related
    Filer's total
    $0 + $1,485,128 related

  • Allison J Casassa

    Trustee

    Total calculated
    $582,346
    From this org
    $0
    From related orgs
    $563,746
    Other
    $18,600
    Hours/week
    1 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $386,121 related
    Bonus
    $0 + $169,152 related
    Other
    $0 + $8,473 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $3,350 related
    Filer's total
    $0 + $582,346 related

  • Debra Cresta

    Chair & Trustee

    Total calculated
    $735,056
    From this org
    $0
    From related orgs
    $703,865
    Other
    $31,191
    Hours/week
    1 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,659 related
    Bonus
    $0 + $253,374 related
    Other
    $0 + -$2,168 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $15,941 related
    Filer's total
    $0 + $735,056 related

  • Darren Guy DO

    Trustee

    Total calculated
    $311,385
    From this org
    $0
    From related orgs
    $271,891
    Other
    $39,494
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,912 related
    Bonus
    $0 + $20,538 related
    Other
    $0 + $441 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $39,494 related
    Filer's total
    $0 + $311,385 related

  • Donna McKinney

    Trustee & Secretary

    Total calculated
    $567,559
    From this org
    $0
    From related orgs
    $523,392
    Other
    $44,167
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,980 related
    Bonus
    $0 + $178,510 related
    Other
    $0 + $16,902 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $28,917 related
    Filer's total
    $0 + $567,559 related

  • Neil Meehan DO

    Trustee

    Total calculated
    $690,528
    From this org
    $0
    From related orgs
    $635,627
    Other
    $54,901
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $433,550 related
    Bonus
    $0 + $241,454 related
    Other
    $0 + -$39,377 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $39,651 related
    Filer's total
    $0 + $690,528 related

  • Karen Michel

    Trustee & Executive Director

    Total calculated
    $288,247
    From this org
    $270,547
    From related orgs
    $0
    Other
    $17,700
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $181,554
    Bonus
    $85,878
    Other
    $3,115
    Deferred
    $5,223
    Nontaxable benefits
    $12,477
    Filer's total
    $288,247

  • Jamie Katz Esq

    Secretary (Ex-Off), BILH Gen Counsel

    Total calculated
    $914,057
    From this org
    $0
    From related orgs
    $898,193
    Other
    $15,864
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $794,826 related
    Bonus
    $0
    Other
    $0 + $103,367 related
    Deferred
    $0 + $7,320 related
    Nontaxable benefits
    $0 + $8,544 related
    Filer's total
    $0 + $914,057 related

  • Cindy Rios

    Treasurer (Ex-Off)/BILH Int CFO

    Total calculated
    $1,022,982
    From this org
    $0
    From related orgs
    $802,046
    Other
    $220,936
    Hours/week
    1 + 64 related

    Schedule J breakdown matched by us

    Base
    $0 + $574,544 related
    Bonus
    $0 + $174,475 related
    Other
    $0 + $53,027 related
    Deferred
    $0 + $188,510 related
    Nontaxable benefits
    $0 + $32,426 related
    Filer's total
    $0 + $1,022,982 related

  • Sherry Ovens Burleigh

    Senior Dir, Home Care & Hospice Svcs

    Total calculated
    $177,871
    From this org
    $172,567
    From related orgs
    $0
    Other
    $5,304
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $152,298
    Bonus
    $9,025
    Other
    $11,244
    Deferred
    $3,340
    Nontaxable benefits
    $1,964
    Filer's total
    $177,871

  • Chris Callahan

    VP, Human Resources

    Total calculated
    $173,962
    From this org
    $0
    From related orgs
    $158,877
    Other
    $15,085
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $54,018 related
    Bonus
    $0 + $79,866 related
    Other
    $0 + $24,993 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $15,085 related
    Filer's total
    $0 + $173,962 related

  • Margaret Luna

    VP, Human Resources

    Total calculated
    $368,476
    From this org
    $0
    From related orgs
    $368,476
    Other
    $0
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $368,476 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $368,476 related

  • Lisa Burgess

    Director of Finance

    Total calculated
    $152,079
    From this org
    $117,992
    From related orgs
    $0
    Other
    $34,087
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $109,878
    Bonus
    $7,813
    Other
    $301
    Deferred
    $2,347
    Nontaxable benefits
    $31,740
    Filer's total
    $152,079

  • Michelle Campbell

    Clinical Director

    Total calculated
    $160,663
    From this org
    $114,763
    From related orgs
    $0
    Other
    $45,900
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $98,700
    Bonus
    $5,098
    Other
    $10,965
    Deferred
    $2,535
    Nontaxable benefits
    $43,365
    Filer's total
    $160,663

  • Diane Levasseur

    Manager Performance Improvement

    Total calculated
    $144,598
    From this org
    $127,972
    From related orgs
    $0
    Other
    $16,626
    Hours/week
    55

  • Nicole Winn

    Nurse

    Total calculated
    $158,467
    From this org
    $140,495
    From related orgs
    $0
    Other
    $17,972
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $130,730
    Bonus
    $9,763
    Other
    $2
    Deferred
    $1,622
    Nontaxable benefits
    $16,350
    Filer's total
    $158,467

  • Karen Wright

    Senior Director

    Total calculated
    $176,981
    From this org
    $161,931
    From related orgs
    $0
    Other
    $15,050
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $148,944
    Bonus
    $12,645
    Other
    $342
    Deferred
    $0
    Nontaxable benefits
    $15,050
    Filer's total
    $176,981

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 · Tax indemnification and gross-up payments
  • 3 · Compensation survey or study
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1a
Rockingham Visiting Nurse Association (RVNA) is related to Exeter Health Resources, Inc. and other entities with the Beth Israel Lahey Health System. From time to time and under certain circumstances, Exeter Health Resources, Inc. or one of its affiliates may choose to gross-up a payment to make the employee whole from a tax perspective. As explained further below, these situations are reviewed on a case-by-case basis and the cost of any gross-up is considered when reviewing an employee's overall compensation package for reasonableness. Examples of the types of expenses which fall into this category are reimbursement for relocation and temporary housing, or reimbursement for the acquisition of supplemental long term disability insurance.
Part I, Line 1b
There was no existing policy concerning tax indemnification and gross up payments. However, in the instance of such action related to the acquisition of long term disability insurance described above, the tax indemnification and gross up payments were approved by the Exeter Health Resources Board of Trustees Executive Committee which is comprised of disinterested persons.
Part I, Line 3
Many of the Organization's trustees, officers, key employees, and executives are compensated by related organizations. The Organization's parent (Exeter Health Resources, Inc.) has a formal process for determining total compensation for the Chairman of Rockingham Visiting Nurse Association and Hospice (RVNA&H) and other listed officers and key employees that is intended to provide reasonable compensation for achieving the Organization's mission, to recognize individual and team performance and to comply with the Organization's obligations as a tax-exempt charitable organization. The Executive Committee of the Exeter Health Resources, Inc.'s Board of Trustees conducts an annual review of the compensation of the Chairman of RVNA&H and other listed officers and key employees. In doing so, the Committee retains a qualified independent compensation consultant to conduct competitive market analysis of the market ranges of base, incentive, and total cash compensation, and to provide advice concerning the reasonableness of the compensation of the Chairman and other listed officers and key employees. The Committee utilizes that analysis and other appropriate information in connection with its annual review and makes recommendations to the full Board of Exeter Health Resources, Inc. for adjustment of the Chairman's compensation and the compensation for other listed officers and key employees. Information which the Committee may consider can include but is not limited to the performance of an individual and/or that individual's contributions to a team, the performance of the Organization in whole and in part, the elements of total compensation and salary history, the Organization's compensation targets and comparability data, including the data prepared by the independent consultant and reviewed with the Committee. The Committee incorporates a performance appraisal process in the Chairman's and the other listed officers and key employees' compensation review. The Chairman and other listed officers and key employees are not present when the Committee discusses their respective compensation. In addition, the Committee determines if the threshold requirements for incentive awards are met, consisting of the Organization's performance results for quality, operating system excellence and financial performance. The results of the Committee's deliberations are presented to the Exeter Health Resources, Inc. Board and include recommendations concerning salary range adjustments and incentive awards and the basis for the Committee's decisions/ recommendations. The deliberations of the Exeter Health Resources, Inc. Board are conducted in executive session with the independent members of the Board but do include the Chairman only for that period of time in which the Exeter Health Resources, Inc. Board has questions concerning the performance of any listed officer or key employee other than the Chairman. The Exeter Health Resources, Inc. Board reviews the Chairman's performance and determines if the adjustments and awards recommended by the Committee for the Chairman are in the Organization's best interest and for the benefit of the Organization and the parent organization. For the other listed officer or key employee positions, adjustments and incentive awards are approved upon recommendation of the Chairman by the Executive Committee within the Exeter Health Resources, Inc. Board approved parameters and ratified by the Exeter Health Resources, Inc. Board of Trustees. For the Executive Director of Rockingham Visiting Nurse Association and Hospice, compensation is determined by consulting with the Organization's parent Human Resources department. Comparison compensation surveys and external benchmarks are used in the process. In addition, as noted previously in this fling, Beth Israel Lahey Health (BILH) became the sole Member of Exeter Health Resources, Inc. (EHRI) effective July 1, 2023, at which time Kevin Tabb became the CEO of EHRI and compensation reported in this filing is calendar year 2022 compensation as required. The BILH Compensation Committee established the policies and the compensation structure, including benefits, for the BILH Chief Executive Officer as well as other members of senior management at BILH and its affiliates. The Compensation Committee is responsible for assuring that the total compensation provided to these individuals is fair and reasonable using current and credible market practice information and is responsible for ensuring compliance with applicable legal and regulatory guidelines. The BILH Compensation Committee is composed of independent members of its Board of Trustees. In setting compensation, the Compensation Committee relies upon published compensation surveys and studies produced by independent compensation consulting firms that regularly assess executive compensation and benefits of substantially similar organizations. The Compensation Committee meets to review the compensation structure of the individuals described above and at that time reviews the compensation survey details prepared by the independent compensation consulting firm. For some categories of positions, the Compensation Committee will review the compensation structure and targets as a group, rather than by individual. Compensation for the BILH CEO and other senior executives is reviewed on an individual basis. The Compensation Committee then votes to approve the compensation arrangements of all individuals described above EXCEPT for the BILH CEO. The compensation package for the BILH CEO as voted by the Compensation Committee is submitted to the full BILH Board of Trustees for approval. All deliberations for both the Compensation Committee and the Board of Trustees are contemporaneously documented in minutes. The Compensation Committee processes and procedures as described above are designed to meet the requirements of Treasury Regulation Section 53.4958-6(c), Rebuttable Presumption that a Transaction is not an Excess Benefit Transaction.
Part I, Line 4b
The Organization's parent (Exeter Health Resources, Inc.) maintains a split dollar supplemental retirement plan for an executive (listed below with amounts) selected by the Exeter Health Resources Inc. Board of Trustees. The plan is closed to future participants. The Plan provides for annual payments of premiums for life insurance policies insuring the listed individual. Those life insurance premiums are collaterally assigned to the corporation and any excess accumulated value in the policies (net of accumulated premium payments which are returned to the organization upon the executive attaining the age of 70 or at the death of the participant) is available to be paid to the participant once vested at age 62 and upon retirement from the Organization. Note that the split-dollar arrangement is part of an employee benefit program and economically not a direct extension of credit. Furthermore, the reportable compensation of the employee includes the annual value of the life insurance provided. Life insurance premium payments during tax year: Kevin J. Callahan $299,869 Excess Accumulated Value: Kevin J. Callahan $4,563,192 In addition, BILH and its affiliates maintain certain supplemental non-qualified retirement plans. During the period covered by this filing, one or more individuals listed in this Form 990, Schedule J, Compensation Information, may have participated in one or more of the following plans, which under the definition to this Form 990 are supplemental nonqualified plans: Beth Israel Deaconess Medical Center Executive Retirement Program, Beth Israel Lahey Health, Inc. Supplemental Executive Retirement Plan, Lahey Clinic Foundation, Inc. 457(f) Nonqualified Deferred Compensation Plan for Certain Physicians, Senior Management and Defined Medical Staff, and The Jordan Health Systems, Inc. 457(f) Deferred Compensation Plan. In addition, during the period covered by this filing, one or more individuals listed in this Form 990, Schedule J, Compensation Information, may have participated in one or more of these additional IRC 457(b) plans and benefits from participating in one of these plans is also reported in this Form 990: Beth Israel Deaconess Medical Center 457(b) Plan, Beth Israel Lahey Health, Inc. 457(b) Deferred Compensation plan, and the Exeter Health Resources, Inc. 457(b) Retirement Savings Plan. These plans are non-qualified deferred compensation plans and, pursuant to the plan, eligible employees receive certain retirement benefits. Amounts received by participants, deferred by participants, and the change in value of the plan benefits related to these participants' accounts are included in Form 990, Schedule J, Part II, Column B(iii), Other Reportable Compensation, and/or Form 990, Schedule J, Part II, Column C, Deferred Compensation, in accordance with the Instructions to this Form 990. Additional information is included with the Explanatory Notes to this Schedule J below.
Part I, Line 7
Various persons on this Form 990, Part VII, and this Schedule J were provided incentive bonus payments under a plan aligned with the strategic interests of Rockingham Visiting Nursing Association and Hospice (RVNA). These incentive awards are approved by operating management and Human Resources. Additional information regarding incentive and other compensation is included in the supplemental information accompanying this Schedule J. In addition, some of the individuals reported in this Form 990, Schedule J, were employed at Beth Israel Lahey Health during the calendar year 2022, which is the period for which compensation is reported in this return. As noted above, the BILH Compensation Committee establishes the policies and the compensation structure, including benefits, for the Beth Israel Lahey Health network of affiliates including the BILH Chief Executive Officer as well as other members of senior management at BILH and its affiliates. The Compensation Committee is responsible for assuring that the total compensation provided to these individuals is fair and reasonable using current and credible market practice information and is responsible for ensuring compliance with applicable legal and regulatory guidelines. The BILH Compensation Committee is composed of independent members of its Board of Trustees. During the 2022 calendar year, BILH maintained executive compensation packages which included opportunities to earn incentive compensation based on a combination of various factors, including but not limited to, meeting or exceeding the employing entity's objectives for quality and patient safety, budgeted consolidated operating margin, and meeting individual goals and objectives. In each case, incentive compensation was reviewed and approved by the compensation committee, and for the BILH CEO as noted above, the full BILH Board of Trustees. Additional information is included in the Explanatory Notes to this Schedule J.
Form 990, Schedule J, Additional Explanatory Notes (Part 1):
Directors and Trustees Serve Without Compensation: All Directors/Trustees serve without compensation or benefits. Compensation paid to Officers, Directors/Trustees or Key Employees was earned for work performed in a capacity other than that of Director/Trustee, as denoted by the listed titles in the notes below. Reporting Period: As required by Form 990, compensation reported in the filing for the fiscal year ended September 30, 2023, is calendar year 2022 compensation. Compensation Sources: Compensation reported for individuals may include compensation paid by the reporting entity, an affiliate of the reporting entity, and, in some cases, unrelated entities as required by Form 990. Reportable Compensation: Reportable Compensation listed in Form 990, Part VII, includes Base Compensation, Incentive Compensation, and Other Reportable Compensation as reported in Form 990, Schedule J. Other Compensation: Other Compensation listed in Form 990, Part VII, includes Deferred Compensation and Non-taxable Benefits as reported in Form 990, Schedule J. Base Compensation: Amounts not otherwise separately noted in this return but quantified in Base Compensation include amounts from one or more of the following items: ordinary wages, and employee deferrals to a 401(k) and/or 403(b) plan. Other Reportable Compensation: Amounts not otherwise separately noted in this return but quantified in Other Reportable Compensation include amounts from one or more of the following items: taxable employer subsidized parking; and taxable life, disability, or long-term care insurance. Deferred Compensation: Amounts not otherwise separately noted but quantified in deferred compensation include amounts from one or more of the following items: employer contributions to a 401(k) retirement plan, employer contributions to a 403(b) retirement plan, and employer contributions to a pension plan and/or the change in actuarial value of the pension plan benefit. Non-taxable Benefits: Amounts not otherwise separately noted but quantified in non-taxable benefits include, among other things, amounts from one or more of the following non-taxable benefits: employee contributions to health insurance, employer contributions to health insurance, employee contributions to flexible spending accounts for dependent care and/or medical reimbursement, adoption assistance, tuition assistance pursuant to an employer plan, group term life insurance, and disability insurance. Additional individual specific information is included below. Burgess, Lisa - Director of Finance - Rockingham Visiting Nurse Association and Hospice Burleigh, Sherry Ovens - Senior Director, Home Care and Hospice Services - Rockingham Visiting Nurse Association and Hospice Other Reportable Compensation includes a payment for PTO cashed-out during 2022 in the amount of $6,903. Other Reportable and Deferred Compensation for Ms. Burleigh includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of $3,669. Callahan, Chris - Vice President, Human Resources - Exeter Hospital - Vice President, Human Resources - Exeter Health Resources, Inc - Vice President, Human Resources - Core Physicians, LLC - Vice President, Human Resources - Rockingham Visiting Nurse Association and Hospice Other Reportable Compensation includes a payment for PTO cashed-out during 2022 in the amount of $57,931. Other Reportable and Deferred Compensation for Mr. Callahan includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$34,340. This amount includes an unrealized loss in the amount of $54,840, which impacted his nonqualified benefit. Callahan, Kevin J. Unless otherwise noted below, Mr. Callahan held the following positions through July 1, 2023: - Chief Executive Officer, President, and Trustee - Exeter Health Resources, Inc. - Chief Executive Officer, President, and Trustee - Exeter Hospital, Inc. - President, Secretary and Trustee - Exeter Med Real, Inc. - Trustee, System Manager - Core Physicians, LLC - Chair & Trustee (Ex-Officio) - Rockingham Visiting Nurse Assoc & Hospice Although Mr. Callahan served in these positions during the fiscal year ended September 30, 2023, as required in this Form 990, compensation reported here is based on calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Incentive Compensation for Mr. Callahan includes a total of $751,685, which includes a $500,000 milestone payment related to long term service and which vested during the 2022 calendar year. Other Reportable and Deferred Compensation for Mr. Callahan includes combined contributions to, payments from, and change in value of, nonqualified retirement plans in the amount of -$87,358. Included in this amount is an unrealized loss in the amount of $107,858. Other Reportable Compensation for Mr. Callahan also includes $6,350 for the personal use of an automobile. Campbell, Michelle - Clinical Director - Rockingham Visiting Nurse Assoc & Hospice Other Reportable Compensation includes a payment for PTO cashed-out during 2022 in the amount of $10,880. Casassa, Allison J. During the fiscal year ended September 30, 2023 and covered by this filing, Ms. Casassa held the following positions until July 1, 2023: - Chief Financial Officer & Treasurer - Exeter Health Resources, Inc. - Chief Financial Officer & Treasurer - Exeter Hospital, Inc. - Trustee - Rockingham Visiting Nurse Assoc & Hospice - Chief Financial Officer & Treasurer - Core Physicians, LLC Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources, Inc., which in turn serves as the sole member of Exeter Hospital, RVNA, and additional affiliates. As of that date, Ms. Casassa assumed the following positions: - Assistant Treasurer (Ex-Officio) & Chief Financial Officer - Exeter Health Resources, Inc. - Assistant Treasurer (Ex-Officio) & Chief Financial Officer - Exeter Hospital, Inc. - Chief Financial Officer, Trustee, Treasurer - Exeter Med Real, Inc. - Chief Financial Officer, Treasurer (Ex-Officio) - Core Physicians, LLC - Trustee - Rockingham Visiting Nurse Assoc & Hospice As required in this Form 990, compensation reported here is calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Other Reportable and Deferred Compensation for Ms. Casassa includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$5,760. Included in this amount is an unrealized loss of $22,710, which impacted her nonqualified benefit, and a $15,250 accrual of benefits. Bonus and Incentive includes a milestone payment in the amount of $77,952. Other Reportable Compensation includes payments for a PTO cash-out in the amount of $22,486. Cresta, Debra During the fiscal year ended September 30, 2023, and covered by this filing, Ms. Cresta held the following positions until July 1, 2023: - Chief Operation Officer - Exeter Health Resources, Inc. - Trustee - Rockingham Visiting Nurse Assoc & Hospice - Assistant Secretary - Core Physicians Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources, Inc., which in turn serves as the sole member of Exeter Hospital, RVNA, and additional affiliates. As of that date, Ms. Cresta assumed the following positions: - Trustee (Ex-Officio) & President - Exeter Health Resources, Inc. - President & Trustee (Ex-Officio) - Exeter Hospital, Inc. - President, Trustee & Secretary - Exeter Med Real, Inc. - System Manager & Trustee - Core Physicians, LLC - Chair & Trustee - Rockingham Visiting Nurse Assoc & Hospice As required in this Form 990, compensation reported here is calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Bonus and Incentive Compensation includes a milestone payment in the amount of $100,548. Other Reportable Compensation includes a PTO cashed out in the amount of $4,834. Other Reportable and Deferred Compensation for Ms. Cresta includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$8,276. Included in the amount is an unrealized loss of $44,016, which impacted her unvested nonqualified benefit. Guy, DO, Darren - Physician - Core Physicians LLC - Trustee - Rockingham Visiting Nurse Assoc & Hospice (Continued in subsequent footnotes)
Form 990, Schedule J, Additional Explanatory Notes (Part 2):
Katz, J.D., Jamie Unless otherwise noted below, Mr. Katz held the following positions for the full fiscal period ended September 30, 2023: - General Counsel and Clerk (Ex-Officio), - Beth Israel Lahey Health, Inc. - Clerk (Ex-Officio) - Beth Israel Deaconess Medical Center, Inc. - Clerk (Ex-Officio) - Beth Israel Deaconess Hospital - Needham, Inc. - Clerk (Ex-Officio) - Mount Auburn Hospital - Clerk (Ex-Officio) - New England Baptist Hospital - Clerk (Ex-Officio) - Beth Israel Deaconess Hospital - Milton, Inc. - Clerk - Community Physicians Associates, Inc. - Clerk (Ex-Officio) - BID - Milton Physician Associates, Inc. - Clerk (Ex-Officio) - Beth Israel Deaconess Hospital - Plymouth, Inc. - Clerk (Ex-Officio) - Jordan Physician Associates, Inc. - Clerk (Ex-Officio) - The Jordan Health Systems, Inc. - Clerk (Ex-Officio) - Anna Jaques Hospital - Clerk - Seacoast Affiliated Group Practice, Inc. - Trustee and Clerk (Ex-Officio) - Lahey Health Shared Services, Inc. - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Addison Gilbert Society, Inc. - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Northeast Health System, Inc. - Trustee (Ex-Officio)rand Clerk (Ex-Officio) - Northeast Senior Health Corporation - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Northeast Behavioral Health Corporation - Trustee and Clerk (Ex-Officio) - Seacoast Nursing and Rehabilitation Center, Inc. - Director and Clerk (Ex-Officio) - Winchester Hospital Foundation, Inc. - Clerk (Ex-Officio) - Winchester Healthcare Management, Inc. - Clerk (Ex-Officio) - Lahey Clinic Foundation, Inc. - Clerk (Ex-Officio) - Lahey Clinic, Inc. - Clerk (Ex-Officio) - Lahey Clinic Hospital, Inc.d/b/a Lahey Hospital & Medical Center - Clerk (Ex-Officio) - Northeast Hospital Corporation - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Northeast Medical Practice Inc. - Trustee and Clerk - CAB Health and Recovery Services, Inc. - Trustee (Ex-Officio) and Clerk (Ex-Officio) - Health and Education Housing Services, Inc. - Clerk (Ex-Officio) - Winchester Hospital - Clerk (Ex-Officio) - Joslin Clinic, Inc. - Clerk (Ex-Officio) - Joslin Diabetes Center, Inc. - Clerk (Ex-Officio) - Mount Auburn Professional Services, Inc. - Clerk - Medical Care of Boston Management Corporation d/b/a Beth Israel Lahey Health Primary Care a/k/a Affiliated Physicians Group (Term began on March 31, 2023) - Clerk (Ex-Officio) - Beth Israel Lahey Health Pharmacy, Inc. - Clerk (Ex-Officio) - Beth Israel Lahey Health Primary Care, Inc. (Term began on March 31, 2023) Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources, Inc., which in turn serves as the sole member of Exeter Hospital, RVNA, and additional affiliates. As of that date, Mr. Katz assumed the following additional positions: - Clerk (Ex-Officio) - Exeter Health Resources, Inc. - Clerk (Ex-Officio) - Exeter Hospital, Inc. - Clerk (Ex-Officio) - Core Physicians, LLC - Secretary (Ex-Officio) - Rockingham Visiting Nurse Association and Hospice As required in this Form 990, compensation reported here is calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Other Reportable Compensation for Mr. Katz includes combined contributions to, payments from, and change in value of, nonqualified retirement plans in the amount of $68,094. Included in this amount is a distribution from a nonqualified plan in the amount of $72,875 and an unrealized loss in the amount of $24,281. Levasseur, Diane - Manager Performance Improvement - Rockingham Visiting Nurse Association and Hospice Luna, Margaret Ms. Luna held these positions until November 11, 2022: - Vice President, Human Resources - Exeter Hospital, Inc. - Vice President, Human Resources - Exeter Health Resources, Inc. - Vice President, Human Resources - Core Physicians, LLC - Vice President, Human Resources - Rockingham Visiting Nurse Association and Hospice Ms. Luna's services were retained through Witt Keiffer, Inc., a management company. She started the position prior to the beginning of the fiscal year covered by this filing. She served in the roles stated above through November 11, 2022. Other Reportable Compensation for Ms. Luna includes payments made by EHRI to Witt Keiffer for these services in the amount of $368,476. McKinney, Donna - Vice President Acute Care, Chief Nursing Executive - Exeter Hospital, Inc. - Trustee and Secretary - Rockingham Visiting Nurse Association and Hospice Other Reportable and Deferred Compensation for Ms. McKinney includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$2,740. Included in the amount is an unrealized loss of $4,440, which impacted her nonqualified benefit. Bonus and Incentive Compensation for Ms. McKinney includes a $66,860 milestone payment. Other Reportable Compensation includes payments for a PTO cash-out in the amount of $11,250. Meehan, DO, Neil - Chief Executive Physician - Exeter Health Resources, Inc. - Trustee - Rockingham Visiting Nurse Association and Hospice Bonus and Incentive Compensation includes a milestone payment in the amount of $92,453. Other Reportable and Deferred Compensation for Dr. Meehan includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of -$54,297. Included in the amount is an unrealized loss of $74,797. Michel, Karen - Executive Director and Trustee - Rockingham Visiting Nurse Association and Hospice Bonus and Incentive Compensation includes a milestone payment in the amount of $36,771. Other Reportable and Deferred Compensation for Ms. Michel includes combined contributions to, and change in value of, nonqualified retirement plans in the amount of $962. (Continued in subsequent footnotes)
Form 990, Schedule J, Additional Explanatory Notes (Part 3):
Rios, Cindy - Treasurer (Ex-Officio) and Interim Chief Financial Officer - Beth Israel Lahey Health, Inc. (Term began January 1, 2023) - Senior Vice President and Operations Chief Financial Officer - Beth Israel Lahey Health, Inc. (Term ended December 31, 2022) Unless otherwise noted, effective January 1, 2023, Ms. Rios also assumed the following positions: - Treasurer - Medical Care of Boston Management Corporation d/b/a Beth Israel Lahey Health Primary Care a/k/a Affiliated Physicians Group (Term began March 31, 2023) - Treasurer (Ex-Officio) - CareGroup Parmenter Home Care & Hospice, Inc. - Treasurer (Ex-Officio) - Northeast Professional Registry of Nurses, Inc. - Trustee & Treasurer - CAB Health and Recovery Services, Inc. - Treasurer (Ex-Officio) - Anna Jaques Hospital, Inc. - Treasurer (Ex-Officio) - Beth Israel Deaconess Medical Center, Inc. - Treasurer (Ex-Officio) - Beth Israel Deaconess Hospital - Milton, Inc. - Treasurer (Ex-Officio) - BID - Milton Physician Associates, Inc. - Treasurer (Ex-Officio) - Beth Israel Deaconess Hospital - Needham, Inc. - Treasurer (Ex-Officio) - Beth Israel Deaconess Hospital - Plymouth, Inc. - Treasurer (Ex-Officio) - Beth Israel Lahey Health Pharmacy, Inc. - Treasurer (Ex-Officio) - Beth Israel Lahey Health Primary Care, Inc. (Term began March 31, 2023) - Treasurer (Ex-Officio) - Community Physicians Associates, Inc. - Treasurer (Ex-Officio) - Joslin Clinic, Inc. - Treasurer (Ex-Officio) - Joslin Diabetes Center, Inc. - Treasurer (Ex-Officio) - The Jordan Health Systems, Inc. - Treasurer (Ex-Officio) - Jordan Physician Associates, Inc. - Treasurer (Ex-Officio) - Lahey Clinic Foundation, Inc. - Treasurer (Ex-Officio) - Lahey Clinic Hospital, Inc. d/b/a Lahey Hospital & Medical Center - Treasurer (Ex-Officio) - Lahey Clinic, Inc. - Treasurer (Ex-Officio) - Mount Auburn Hospital - Treasurer (Ex-Officio) - Mount Auburn Professional Services, Inc. - Treasurer (Ex-Officio) - New England Baptist Hospital - Treasurer (Ex-Officio) - Northeast Hospital Corporation - Treasurer (Ex-Officio) - Seacoast Affiliated Group Practice, Inc. - Director & Treasurer (Ex-Officio) - Winchester Hospital Foundation, Inc. - Treasurer (Ex-Officio) - Winchester Healthcare Management, Inc. - Trustee & Treasurer (Ex-Officio) - Addison Gilbert Society, Inc. - Trustee & Treasurer (Ex-Officio) - Health and Education Housing Services, Inc. - Trustee & Treasurer (Ex-Officio) - Lahey Health Shared Services, Inc. - Trustee & Treasurer (Ex-Officio) - Northeast Behavioral Health Corporation - Trustee & Treasurer (Ex-Officio) - Northeast Health System, Inc. - Trustee & Treasurer (Ex-Officio) - Northeast Medical Practice, Inc. - Trustee & Treasurer (Ex-Officio) - Northeast Senior Health Corporation - Trustee & Treasurer (Ex-Officio) - Seacoast Nursing & Rehabilitation Center, Inc. - Trustee & Treasurer (Ex-Officio) - Winchester Hospital Effective July 1, 2023, Beth Israel Lahey Health became the sole member of Exeter Health Resources, Inc., which in turn serves as the sole member of Exeter Hospital, RVNA, and additional affiliates. As of that date, Ms. Rios assumed the following additional positions: - Treasurer (Ex-Officio) - Exeter Health Resources, Inc. - Treasurer (Ex-Officio) - Exeter Hospital, Inc. - Treasurer (Ex-Officio) - Rockingham Visiting Nurse Assoc & Hospice Ms. Rios served in the positions above during the fiscal year ended September 30, 2023. As required in this Form 990, compensation reported here is calendar year 2022 compensation. Base Compensation, Incentive Compensation, Other Reportable Compensation, Deferred Compensation and Non-Taxable Benefits are reported as required in Form 990, Schedule J. Other Reportable Compensation includes payments for temporary housing and moving expenses in the amount of $41,927 and 9,904, respectively. Deferred Compensation in the amount of $187,500 included in this filing for Ms. Rios relates to a milestone payment which, as of December 31, 2022, was not funded, was not vested and for which there was no guarantee of payment. This amount is included here as deferred compensation as required based on the instructions to the Form 990. Winn, Nicole - Nurse - Rockingham Visiting Nurse Assoc & Hospice Bonus and Incentive Compensation includes a milestone payment in the amount of $5,285. Wright, Karen - Senior Director - Rockingham Visiting Nurse Assoc & Hospice

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
12 August 2024
IRS schema version
2022v5.0
Source object
202402279349301500

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