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Nonprofiteer
← BEECHWOOD INC

Form 990 for tax year 2022

Filed by BEECHWOOD INC.

Totals

Total revenue
$1,189,562
Total expenses
$603,043
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$599,072
Management and general expenses
$3,971
Fundraising expenses
$0
Program service expenses (Part III)
$599,072

Program services were 99.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL ISACKSEN

    DIR AT 10/22; TRINITY HEALTH CFO

    Total calculated
    $1,950,338
    From this org
    $0
    From related orgs
    $1,621,848
    Other
    $328,490
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $966,837 related
    Bonus
    $0 + $570,000 related
    Other
    $0 + $85,011 related
    Deferred
    $0 + $292,650 related
    Nontaxable benefits
    $0 + $35,840 related
    Filer's total
    $0 + $1,950,338 related

  • JAMES REED MD

    DIRECTOR, PRESIDENT & CEO THR 12/22

    Total calculated
    $1,424,370
    From this org
    $0
    From related orgs
    $1,298,979
    Other
    $125,391
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $724,116 related
    Bonus
    $0 + $326,250 related
    Other
    $0 + $248,613 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $102,516 related
    Filer's total
    $0 + $1,424,370 related

  • STEVEN HANKS MD

    SPHP COO; DIR, PRES & CEO AT 1/23

    Total calculated
    $1,029,153
    From this org
    $0
    From related orgs
    $880,801
    Other
    $148,352
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $641,528 related
    Bonus
    $0 + $150,000 related
    Other
    $0 + $89,273 related
    Deferred
    $0 + $107,475 related
    Nontaxable benefits
    $0 + $40,877 related
    Filer's total
    $0 + $1,029,153 related

  • DAWN GEISERT

    DIR THR 9/22;TH CHIEF COMPLIANCE OFF

    Total calculated
    $818,882
    From this org
    $0
    From related orgs
    $664,990
    Other
    $153,892
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $447,979 related
    Bonus
    $0 + $202,500 related
    Other
    $0 + $14,511 related
    Deferred
    $0 + $130,712 related
    Nontaxable benefits
    $0 + $23,180 related
    Filer's total
    $0 + $818,882 related

  • GINA MYERS

    DIR AS OF 10/22; SJHHC CONSULTANT

    Total calculated
    $4,828
    From this org
    $0
    From related orgs
    $4,828
    Other
    $0
    Hours/week
    0.1 + 6.9 related

  • ROBERT MCCORMICK

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • KATHLEEN JIMINO

    DIR; V CHR THR 9/22; TREAS AT 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • JOHN MARSHALL

    DIRECTOR & VICE CHAIR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 6.9 related

  • MARY ANN LOGIUDICE RSM

    DIRECTOR; TREASURER THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • GUHA BALA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • BARBARA COTTRELL

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • GARY DAKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • GEORGE HEARST III

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • LEE MCELROY JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • MICHAEL MEATH

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • MERRIETTE POLLARD

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.4 + 5.9 related

  • CURTIS POWELL

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • KERRI SWEET ZAVAGLIA

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • WILLIAM WILDRIDGE III

    DIRECTOR AS OF 10/22

    Total calculated
    $0
    Hours/week
    0.1 + 6.9 related

  • MICHAEL WOLFF MD

    DIRECTOR THROUGH 9/22

    Total calculated
    $0
    Hours/week
    0.2 + 6.8 related

  • THOMAS ROBERT

    VP, CFO & TREASURER - NY REGION

    Total calculated
    $826,516
    From this org
    $0
    From related orgs
    $683,308
    Other
    $143,208
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $479,921 related
    Bonus
    $0 + $117,349 related
    Other
    $0 + $86,038 related
    Deferred
    $0 + $101,919 related
    Nontaxable benefits
    $0 + $41,289 related
    Filer's total
    $0 + $826,516 related

  • ROBERT SWIDLER ESQ

    SECRETARY; VP LEGAL SERVICES

    Total calculated
    $254,444
    From this org
    $0
    From related orgs
    $235,408
    Other
    $19,036
    Hours/week
    0.1 + 29.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,000 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $2,408 related
    Deferred
    $0 + $17,475 related
    Nontaxable benefits
    $0 + $1,561 related
    Filer's total
    $0 + $254,444 related

  • DENISE MORMINO

    FORMER OFFICER; NY REG CONTROLLER

    Total calculated
    $359,482
    From this org
    $0
    From related orgs
    $305,544
    Other
    $53,938
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,756 related
    Bonus
    $0 + $52,678 related
    Other
    $0 + $1,110 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $31,063 related
    Filer's total
    $0 + $359,482 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

The filer's explanations (Part III)

PART I, LINE 3
BEECHWOOD IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. BEECHWOOD'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF BEECHWOOD'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2022 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: STEVEN HANKS - $71,732 DANIEL ISACKSEN - $66,120 JAMES REED - $182,159 THOMAS ROBERT - $71,811 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2022 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: DAWN GEISERT - $116,987 STEVEN HANKS - $93,750 DANIEL ISACKSEN - $283,500 THOMAS ROBERT - $79,044

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
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349305400

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

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