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Nonprofiteer
← ST PETERS HEALTH PARTNERS MEDICAL ASSOCIATES PC

Form 990 for tax year 2022

Filed by ST PETERS HEALTH PARTNERS MEDICAL ASSOCIATES PC.

Totals

Total revenue
$259,489,711
Total expenses
$281,142,729
Contributions and grants received
$1,352
Grants paid
$5,000
Program service revenue
$259,439,070
Investment income
$6,915
Other revenue
$42,374
Total assets, end of year
$92,103,725
Total liabilities, end of year
$207,162,379
Net assets or fund balances, end of year
-$115,058,654
Program services expenses (Part IX)
$262,996,073
Management and general expenses
$18,146,656
Fundraising expenses
$0
Program service expenses (Part III)
$262,996,073

Program services were 93.5% 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.

  • 1e · Government grants (contributions)

    $1,352

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $259,439,070 · related or exempt $259,439,070

  • 7a · Gross sales of assets other than inventory

    other assets $6,915

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

    other assets $0

  • 7c · Gain or loss

    other assets $6,915

  • 7d · Net gain or loss

    total $6,915 · excluded $6,915

  • 11a · Other revenue: PATIENT STUDIES

    total $42,374 · related or exempt $42,374

  • 11e · Other revenue, total

    $42,374

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,000 · program services $5,000

  • 5 · Compensation of officers, directors and key employees

    total $10,617,791 · program services $9,512,030 · management and general $1,105,761

  • 6 · Compensation of disqualified persons

    total $1,936,507 · program services $1,936,507

  • 7 · Other salaries and wages

    total $196,047,456 · program services $190,201,180 · management and general $5,846,276

  • 8 · Pension plan contributions

    total $7,779,810 · program services $7,548,171 · management and general $231,639

  • 9 · Other employee benefits

    total $7,427,370 · program services $7,222,391 · management and general $204,979

  • 10 · Payroll taxes

    total $10,317,476 · program services $9,976,717 · management and general $340,759

  • 11a · Fees: management

    total $8,696 · program services $133 · management and general $8,563

  • 11b · Fees: legal

    total $8,440 · management and general $8,440

  • 11f · Fees: investment management

    total $56,474 · management and general $56,474

  • 11g · Fees: other

    total $6,398,175 · program services $6,102,482 · management and general $295,693

  • 12 · Advertising and promotion

    total $224,107 · program services $126,926 · management and general $97,181

  • 13 · Office expenses

    total $1,004,608 · program services $621,945 · management and general $382,663

  • 14 · Information technology

    total $1,117,762 · program services $226,957 · management and general $890,805

  • 16 · Occupancy

    total $8,998,685 · program services $7,821,265 · management and general $1,177,420

  • 17 · Travel

    total $73,595 · program services $60,471 · management and general $13,124

  • 19 · Conferences, conventions and meetings

    total $1,389,191 · program services $1,375,666 · management and general $13,525

  • 20 · Interest

    total $27,341 · program services $27,341

  • 22 · Depreciation, depletion and amortization

    total $2,951,874 · program services $2,814,985 · management and general $136,889

  • 23 · Insurance

    total $4,856,421 · program services $3,107,423 · management and general $1,748,998

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $10,676,573 · program services $10,676,573

  • 24b · Other expenses: I/C PURCHASED SERVICES

    total $3,048,857 · program services $0 · management and general $3,048,857

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $2,339,373 · program services $2,339,373

  • 24d · Other expenses: EQUIPMENT MAINTENANCE

    total $645,525 · program services $175,233 · management and general $470,292

  • 24e · All other expenses

    total $3,185,622 · program services $1,117,304 · management and general $2,068,318

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $226,416 · end of year $4,581

  • 4 · Accounts receivable

    beginning of year $10,354,519 · end of year $13,039,563

  • 8 · Inventories for sale or use

    beginning of year $172,783 · end of year $172,733

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,311,765 · end of year $242,493

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

    $39,236,079

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

    $19,768,369

  • 10c · Land, buildings and equipment, net

    beginning of year $19,466,644 · end of year $19,467,710

  • 11 · Investments: publicly traded securities

    beginning of year $10,420,166 · end of year $12,487,791

  • 14 · Intangible assets

    beginning of year $2,957,346 · end of year $2,957,346

  • 15 · Other assets

    beginning of year $28,510,026 · end of year $43,731,508

  • 17 · Accounts payable and accrued expenses

    beginning of year $24,515,363 · end of year $22,647,012

  • 19 · Deferred revenue

    beginning of year $68,750 · end of year $133,427

  • 23 · Secured mortgages and notes payable

    beginning of year $517,779 · end of year $415,513

  • 25 · Other liabilities

    beginning of year $150,665,037 · end of year $183,966,427

  • 27 · Net assets without donor restrictions

    beginning of year -$102,356,798 · end of year -$115,068,188

  • 28 · Net assets with donor restrictions

    beginning of year $9,534 · end of year $9,534

Mission and programs · 2022

Mission

WE, ST. PETER'S HEALTH PARTNERS AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.ST. PETER'S HEALTH PARTNERS MEDICAL ASSOCIATES IS A MEMBER OF ST. PETER'S HEALTH PARTNERS AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE HEALTH CARE SERVICES

  • ST. PETER'S HEALTH PARTNERS MEDICAL ASSOCIATES, P.C., IS ONE OF THE CAPITAL REGION'S LARGEST MULTI-SPECIALTY PHYSICIAN GROUPS WITH MORE THAN 950 PHYSICIANS AND ADVANCED PRACTITIONERS, IN MORE THAN 130 PRACTICE LOCATIONS. OUR PROVIDERS AND STAFF ARE DEDICATED TO BRINGING TOGETHER THE BEST POSSIBLE CARE AND EXPERIENCE FOR OUR PATIENTS. WE OFFER PATIENTS IMPROVED COORDINATION OF CARE AMONG THEIR PRIMARY CARE PROVIDERS, SPECIALISTS, HOSPITAL AND OTHER HEALTH CARE PROVIDERS. WE WORK WITH OUR PATIENTS AND THEIR LOVED ONES TO PROVIDE HIGH-QUALITY, COMPASSIONATE CARE AND ADVANCED TREATMENT OPTIONS IN A SUPPORTIVE, HEALING ENVIRONMENT.HEADQUARTERED IN ALBANY, NY, OUR PHYSICIAN GROUP REPRESENTS MORE THAN 25 SPECIALTIES, INCLUDING: PRIMARY CARE; INTERNAL MEDICINE; PEDIATRICS; CARDIOLOGY; CLINICAL NUTRITION; ENDOCRINOLOGY; OBSTETRICS AND GYNECOLOGY; HEMATOLOGY; MEDICAL ONCOLOGY AND RADIATION ONCOLOGY; NEUROLOGY; NEUROSURGERY; PULMONARY AND CRITICAL CARE; RADIOLOGY; UROLOGY; BARIATRIC CARE AND SURGERY; GENERAL, HEPATOBILIARY, NEUROLOGICAL, ORTHOPEDIC, SPINAL, THORACIC, AND ESOPHAGEAL SURGERIES; AND URGENT CARE. OUR OFFICES AND AFFILIATES ARE LOCATED IN THE COUNTIES OF ALBANY, COLUMBIA, FULTON, MONTGOMERY, RENSSELAER, SARATOGA, SCHENECTADY, ULSTER AND WARREN.PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION:WWW.SPHP.COM/MEDICAL-ASSOCIATES

    Expenses $262,996,073 · Grants $5,000 · Revenue $259,481,444

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

Listed in Part VII

  • Yaron Sternbach MD

    DIR; PHYSICIAN - VASCULAR SURGERY

    Total calculated
    $1,325,954
    From this org
    $1,281,285
    From related orgs
    $0
    Other
    $44,669
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,276,948
    Bonus
    $0
    Other
    $4,337
    Deferred
    $13,725
    Nontaxable benefits
    $30,944
    Filer's total
    $1,325,954

  • Vardan Amirbekian MD

    DIR; CHR; PHYS-DIAGNOSTIC RADIOLOGY

    Total calculated
    $1,148,052
    From this org
    $1,103,473
    From related orgs
    $0
    Other
    $44,579
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,102,346
    Bonus
    $0
    Other
    $1,127
    Deferred
    $13,725
    Nontaxable benefits
    $30,854
    Filer's total
    $1,148,052

  • Smbat Amirbekian MD

    DIR AS OF 9/22; PHYS-DIAG RADIOLOGY

    Total calculated
    $1,012,408
    From this org
    $967,921
    From related orgs
    $0
    Other
    $44,487
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $966,895
    Bonus
    $0
    Other
    $1,026
    Deferred
    $13,725
    Nontaxable benefits
    $30,762
    Filer's total
    $1,012,408

  • Erica Fish Merrill Do

    DIR; PHYSICIAN - FAMILY MEDICINE

    Total calculated
    $759,886
    From this org
    $716,061
    From related orgs
    $0
    Other
    $43,825
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $702,636
    Bonus
    $0
    Other
    $13,425
    Deferred
    $18,300
    Nontaxable benefits
    $25,525
    Filer's total
    $759,886

  • James Phillip MD

    DIR,TREASURER;PHYSICIAN - CARDIOLOGY

    Total calculated
    $749,906
    From this org
    $701,952
    From related orgs
    $0
    Other
    $47,954
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $693,340
    Bonus
    $0
    Other
    $8,612
    Deferred
    $22,875
    Nontaxable benefits
    $25,079
    Filer's total
    $749,906

  • Christopher Dibble MD

    DIRECTOR; PHYSICIAN - CARDIOLOGY

    Total calculated
    $739,206
    From this org
    $695,546
    From related orgs
    $0
    Other
    $43,660
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $694,559
    Bonus
    $0
    Other
    $987
    Deferred
    $18,300
    Nontaxable benefits
    $25,360
    Filer's total
    $739,206

  • Brian Murray MD

    DIRECTOR; PHYSICIAN - UROLOGY

    Total calculated
    $718,971
    From this org
    $676,706
    From related orgs
    $0
    Other
    $42,265
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $675,147
    Bonus
    $0
    Other
    $1,559
    Deferred
    $18,300
    Nontaxable benefits
    $23,965
    Filer's total
    $718,971

  • Kristen Santos Do

    DIR; VICE CHR;PHYSICIAN-INT MEDICINE

    Total calculated
    $531,871
    From this org
    $0
    From related orgs
    $482,915
    Other
    $48,956
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $481,026 related
    Bonus
    $0
    Other
    $0 + $1,889 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $26,081 related
    Filer's total
    $0 + $531,871 related

  • Brigitte Bekan-Homawoo MD

    DIR AS OF 1/23; PHYS-FAMILY MEDICINE

    Total calculated
    $482,551
    From this org
    $467,952
    From related orgs
    $0
    Other
    $14,599
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $467,044
    Bonus
    $0
    Other
    $908
    Deferred
    $13,725
    Nontaxable benefits
    $874
    Filer's total
    $482,551

  • Ara Kayayan MD

    DIR; PHYSICIAN - INTERNAL MEDICINE

    Total calculated
    $480,808
    From this org
    $435,150
    From related orgs
    $0
    Other
    $45,658
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $433,439
    Bonus
    $0
    Other
    $1,711
    Deferred
    $18,300
    Nontaxable benefits
    $27,358
    Filer's total
    $480,808

  • Yvenalie Laurent MD

    DIRECTOR; PHYSICIAN-FAMILY MEDICINE

    Total calculated
    $459,854
    From this org
    $420,020
    From related orgs
    $0
    Other
    $39,834
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $419,645
    Bonus
    $0
    Other
    $375
    Deferred
    $13,725
    Nontaxable benefits
    $26,109
    Filer's total
    $459,854

  • Vishwala Kasbekar MD

    DIR; PHYSICIAN - INTERNAL MEDICINE

    Total calculated
    $452,751
    From this org
    $429,526
    From related orgs
    $0
    Other
    $23,225
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $429,233
    Bonus
    $0
    Other
    $293
    Deferred
    $13,725
    Nontaxable benefits
    $9,500
    Filer's total
    $452,751

  • Guillermo Sosa-Suarez MD

    DIRECTOR; PHYSICIAN - CARDIOLOGY

    Total calculated
    $351,992
    From this org
    $310,796
    From related orgs
    $0
    Other
    $41,196
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $296,226
    Bonus
    $0
    Other
    $14,570
    Deferred
    $20,433
    Nontaxable benefits
    $20,763
    Filer's total
    $351,992

  • Mary Kyle Dyer Martin MD

    DIRECTOR;PHYSICIAN - FAMILY MEDICINE

    Total calculated
    $317,516
    From this org
    $0
    From related orgs
    $280,587
    Other
    $36,929
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,960 related
    Bonus
    $0
    Other
    $0 + $1,627 related
    Deferred
    $0 + $17,096 related
    Nontaxable benefits
    $0 + $19,833 related
    Filer's total
    $0 + $317,516 related

  • Jill Braverman-Panza MD

    DIR,SEC THR 12/22;PHYS-INTERNAL MED

    Total calculated
    $292,046
    From this org
    $250,399
    From related orgs
    $0
    Other
    $41,647
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $245,649
    Bonus
    $0
    Other
    $4,750
    Deferred
    $19,078
    Nontaxable benefits
    $22,569
    Filer's total
    $292,046

  • Denise Letteriello Do

    DIR;SECR AS OF 1/23;PHYS-PEDIATRICS

    Total calculated
    $285,142
    From this org
    $256,126
    From related orgs
    $0
    Other
    $29,016
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $255,186
    Bonus
    $0
    Other
    $940
    Deferred
    $19,325
    Nontaxable benefits
    $9,691
    Filer's total
    $285,142

  • Elizabeth Marks MD

    DIRECTOR;PHYSICIAN-INTERNAL MEDICINE

    Total calculated
    $252,503
    From this org
    $223,395
    From related orgs
    $0
    Other
    $29,108
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $223,186
    Bonus
    $0
    Other
    $209
    Deferred
    $13,709
    Nontaxable benefits
    $15,399
    Filer's total
    $252,503

  • Steven Hanks MD

    PRES & CEO-NY REGION AS OF 1/23

    Total calculated
    $1,029,153
    From this org
    $0
    From related orgs
    $880,801
    Other
    $148,352
    Hours/week
    1 + 54 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

  • Thomas Robert

    VP & CFO - NEW YORK REGION

    Total calculated
    $826,516
    From this org
    $0
    From related orgs
    $683,308
    Other
    $143,208
    Hours/week
    1 + 49 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

  • Kellie Valenti

    PRESIDENT

    Total calculated
    $448,549
    From this org
    $0
    From related orgs
    $404,974
    Other
    $43,575
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $333,307 related
    Bonus
    $0 + $67,692 related
    Other
    $0 + $3,975 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $29,850 related
    Filer's total
    $0 + $448,549 related

  • James Reed MD

    SPHP PRESIDENT & CEO THROUGH 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

  • Michael Finegan

    PRESIDENT, ACUTE CARE SPHP THRU 2/23

    Total calculated
    $953,036
    From this org
    $0
    From related orgs
    $893,842
    Other
    $59,194
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $523,151 related
    Bonus
    $0 + $226,472 related
    Other
    $0 + $144,219 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $45,469 related
    Filer's total
    $0 + $953,036 related

  • Kim Baker

    SVP HOSPITAL OPERATIONS

    Total calculated
    $679,313
    From this org
    $0
    From related orgs
    $576,622
    Other
    $102,691
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $420,572 related
    Bonus
    $0 + $90,187 related
    Other
    $0 + $65,863 related
    Deferred
    $0 + $73,123 related
    Nontaxable benefits
    $0 + $29,568 related
    Filer's total
    $0 + $679,313 related

  • William Kowal MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $657,212
    From this org
    $608,828
    From related orgs
    $0
    Other
    $48,384
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $567,225
    Bonus
    $40,502
    Other
    $1,101
    Deferred
    $22,875
    Nontaxable benefits
    $25,509
    Filer's total
    $657,212

  • Kyril Choumarov MD

    PHYSICIAN - THORACIC SURGERY

    Total calculated
    $1,641,854
    From this org
    $1,597,104
    From related orgs
    $0
    Other
    $44,750
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,595,126
    Bonus
    $0
    Other
    $1,978
    Deferred
    $18,300
    Nontaxable benefits
    $26,450
    Filer's total
    $1,641,854

  • John Taggert MD

    PHYSICIAN - VASCULAR SURGERY

    Total calculated
    $1,318,616
    From this org
    $1,272,647
    From related orgs
    $0
    Other
    $45,969
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,268,310
    Bonus
    $0
    Other
    $4,337
    Deferred
    $13,725
    Nontaxable benefits
    $32,244
    Filer's total
    $1,318,616

  • Kathleen Ozsvath MD

    PHYSICIAN - VASCULAR SURGERY

    Total calculated
    $1,313,459
    From this org
    $1,277,021
    From related orgs
    $0
    Other
    $36,438
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,272,684
    Bonus
    $0
    Other
    $4,337
    Deferred
    $13,725
    Nontaxable benefits
    $22,713
    Filer's total
    $1,313,459

  • Dennis Rassias MD

    PHYSICIAN - THORACIC SURGERY

    Total calculated
    $1,199,169
    From this org
    $1,155,035
    From related orgs
    $0
    Other
    $44,134
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,152,278
    Bonus
    $0
    Other
    $2,757
    Deferred
    $18,300
    Nontaxable benefits
    $25,834
    Filer's total
    $1,199,169

  • Kirsten Cestaro MD

    PHYSICIAN - DIAGNOSTIC RADIOLOGY

    Total calculated
    $1,017,679
    From this org
    $968,650
    From related orgs
    $0
    Other
    $49,029
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $967,165
    Bonus
    $0
    Other
    $1,485
    Deferred
    $18,300
    Nontaxable benefits
    $30,729
    Filer's total
    $1,017,679

  • Jason Heckman MD

    FORMER OFF; PHYS - GENERAL SURGERY

    Total calculated
    $821,790
    From this org
    $778,026
    From related orgs
    $0
    Other
    $43,764
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $776,853
    Bonus
    $0
    Other
    $1,173
    Deferred
    $18,300
    Nontaxable benefits
    $25,464
    Filer's total
    $821,790

  • Richard Rowley MD

    FORM OFF; PHYS-DIAGNOSTIC RADIOLOGY

    Total calculated
    $686,450
    From this org
    $637,741
    From related orgs
    $0
    Other
    $48,709
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $626,388
    Bonus
    $0
    Other
    $11,353
    Deferred
    $18,300
    Nontaxable benefits
    $30,409
    Filer's total
    $686,450

  • Harold Sokol MD

    FORM OFF; PHYS - PULMONARY DISEASE

    Total calculated
    $323,086
    From this org
    $279,709
    From related orgs
    $0
    Other
    $43,377
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $274,846
    Bonus
    $0
    Other
    $4,863
    Deferred
    $21,229
    Nontaxable benefits
    $22,148
    Filer's total
    $323,086

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

  • 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
ST. PETER'S HEALTH PARTNERS MEDICAL ASSOCIATES (SPHPMA) IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SPHPMA'S SYSTEM 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 SPHPMA'S SYSTEM 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: KIM BAKER - $55,189 MICHAEL FINEGAN - $124,750 STEVEN HANKS - $71,732 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: KIM BAKER - $59,398 STEVEN HANKS - $93,750 THOMAS ROBERT - $79,044 THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($305,000 FOR 2022). THE FOLLOWING PAYOUT FOR 2022 FOR THIS PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: KELLIE VALENTI - $2,960

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.

  • ADVENT REHABILITATION LLC

    REHABILITATION THERAPY SERVICES · MI · general or managing partner

  • BH VENTURE ONE LP

    REAL ESTATE · PA · general or managing partner

  • BIG RUN MEDICAL OFFICE BUILDING LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • CENTER FOR DIGESTIVE CARE LLC

    PROVIDE GASTROINTESTINAL SERVICES · MI

  • CENTRAL NEW JERSEY HEART SERVICES LLC

    CARDIAC PROGRAM · NJ

  • CLINTON IMAGING SERVICES LLC

    MRI DIAGNOSTIC SERVICES · IA

  • CONVENIENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • DIAGNOSTIC IMAGING OF SOUTHBURY LLC

    IMAGING CENTER · CT · general or managing partner

  • EVERETT ROAD ASC LLC

    MEDICAL SERVICES · NY · general or managing partner

  • FOREST PARK IMAGING LLC

    X-RAY AND MAMMOGRAPHY SERVICES · IA · general or managing partner

  • GENGASTRO LLC

    AMBULATORY SURGERY CENTER · IA

  • GENRAD IMAGING ILLINOIS LLC

    DIAGNOSTIC IMAGING CENTER · IL · general or managing partner

  • GENRAD IMAGING LLC

    DIAGNOSTIC IMAGING CENTER · IA · general or managing partner

  • HAWARDEN REGIONAL HEALTH CLINICS LLC

    MEDICAL CLINIC · IA · general or managing partner

  • HURON GASTRO ENDOSCOPY CENTER LLC

    MEDICAL SERVICES · MI

  • INTERMOUNTAIN MEDICAL IMAGING LLC

    IMAGING CENTER · ID · general or managing partner

  • LAKE CHARLES URGENT CARE LLC

    URGENT CARE CENTER · LA · general or managing partner

  • LARSON CENTER LLP

    PROPERTY MANAGEMENT · IL · general or managing partner

  • LCMC URGENT CARE LLC

    URGENT CARE CENTER · DE · general or managing partner

  • LOYOLA AMBULATORY SURGERY CENTER AT OAKBROOK LP

    SURGICAL SERVICES · IL · general or managing partner

  • MAGNETIC RESONANCE SERVICES PARTNERSHIP

    MRI SERVICES · IA · general or managing partner

  • MASON CITY AMBULATORY SURGERY CENTER LLC

    SURGERY-SAME DAY · IA · general or managing partner

  • MCE MOB IV LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDILUCENT MOB I

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • MEDWORKS LLC

    REHABILITATION SERVICES · CT

  • MERCY HEART CTR OP SERVICES LLC

    CARDIOVASCULAR SERVICES · IA

  • MERCY REHABILITATION HOSPITAL LLC

    HEALTH CARE SERVICES · IA

  • MERCYMANOR PARTNERSHIP

    NURSING HOME · PA · general or managing partner

  • MERCYUSP HEALTH VENTURES LLC

    OUTPATIENT SURGERY · IA

  • MERCYONE - HFH HOME MEDICAL SHOP LLC

    MEDICAL EQUIPMENT SALES · IA

  • NAUGATUCK VALLEY MRI LLC

    IMAGING CENTER · CT

  • NAZARETH MEDICAL OFFICE BUILDING ASSOCIATES LP

    MEDICAL OFFICE BUILDING · PA · general or managing partner

  • PHYSICIANS OUTPATIENT SURGERY CENTER LLC

    AMBULATORY SURGERY CENTER · FL · general or managing partner

  • PREMIER HEALTH HOLDINGS LLC

    URGENT CARE CENTERS · DE

  • PRIMARY CARE PHYSICIAN CENTER LLC

    OFFICE BUILDING RENTAL · IL · general or managing partner

  • RADISSON SJH PROPERTIES LLC

    MEDICAL OFFICE BUILDING · NY · general or managing partner

  • RAPIDES AFTER HOURS CLINIC LLC

    URGENT CARE CENTER · LA · general or managing partner

  • SAINT AGNESDIGNITYUSP SURGERY CENTERS LLC

    OUTPATIENT SURGERY · CA

  • SAINT AGNESUSP SURGERY CENTERS LLC

    MEDICAL SERVICES · CA

  • SIXTY FOURTH STREET LLC

    PROVIDE OUTPATIENT SURGICAL CARE · MI

  • SJLS LLC

    DIALYSIS SERVICES · NY

  • SMMC MOB II LP

    INVESTMENT AND OPERATION OF A MEDICAL BUILDING · PA

  • ST AGNES LONG-TERM INTENSIVE CARE LLP

    LONG TERM INTENSIVE CARE · PA · general or managing partner

  • ST ALPHONSUS CALDWELL CANCER CENTER LLC

    HEALTH CARE SERVICES · ID · general or managing partner

  • ST ANN'S MEDICAL OFFICE BLDG II LIMITED PARTNERSHIP

    MEDICAL OFFICE BUILDING RENTAL · OH · general or managing partner

  • ST JOSEPH'S IMAGING ASSOCIATES PLLC

    RADIOLOGY SERVICES · NY · general or managing partner

  • ST MARY REHABILITATION HOSPITAL LLP

    HEALTH CARE SERVICES · DE

  • ST PETER'S AMBULATORY SURGERY CENTER LLC

    OUTPATIENT SURGERY · NY · general or managing partner

  • THE AMBULATORY SURGERY CENTER AT ST MARY LLC

    OUTPATIENT SURGERY · PA · general or managing partner

  • THPH URGENT CARE LLC

    URGENT CARE CENTERS · DE

  • WEST LAKES SURGERY CENTER LLC

    OUTPATIENT SURGERY · IA

  • WOODLAND IMAGING CENTER LLC

    RADIOLOGY/ IMAGING · MI

  • WOODLAND PARTNERS REAL ESTATE LLC

    REAL ESTATE · CT

Related corporations and trusts

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

  • CATHERINE HORAN BUILDING CORPORATION

    C · BUILDING MANAGEMENT · MA · controlled entity

  • CENTRAL VALLEY HEALTH PLAN INC

    C · HEALTH INSURANCE · CA · controlled entity

  • DES MOINES MEDICAL CENTER INC

    C · REAL ESTATE · IA · controlled entity

  • FHS SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN ASSOCIATES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN HEALTH SUPPORT INC

    C · MEDICAL SERVICES · NY · controlled entity

  • FRANCISCAN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • FRANKLIN MEDICAL GROUP PC

    C · PHYSICIAN OFFICE · CT · controlled entity

  • GENESIS HEART INSTITUTE OWNER'S ASSOCIATION INC

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • GENVENTURES INC

    C · SUPPORT SERVICES/PROPERTY MANAGEMENT · IA · controlled entity

  • HACKLEY HEALTH VENTURES INC

    C · OTHER MEDICAL SERVICES · MI · controlled entity

  • HACKLEY PROFESSIONAL PHARMACY INC

    C · PHARMACY · MI · controlled entity

  • HEALTH CARE MANAGEMENT ADMINISTRATORS INC

    C · HEALTH CARE MANAGEMENT · NY · controlled entity

  • HURON ARBOR CORPORATION

    C · OFFICE RENTAL · MI · controlled entity

  • IHA AFFILIATION CORPORATION

    C · MEDICAL MANAGEMENT · MI · controlled entity

  • LANGHORNE SERVICES II INC

    C · GENERAL PARTNER OF LMOB PARTNERS, II · PA · controlled entity

  • LANGHORNE SERVICES INC

    C · GENERAL PARTNER OF LMOB PARTNERS · PA · controlled entity

  • MACNEAL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · IL · controlled entity

  • MARYLAND CARE GROUP INC

    C · HEALTH CARE HOLDING · MD · controlled entity

  • MAXIS HEALTH TRENTON INC

    C · PROPERTY HOLDINGS · NJ · controlled entity

  • MCMC EASTWICK INC

    C · MEDICAL OFFICE BUILDINGS · PA · controlled entity

  • MEDNOW INC

    C · MEDICAL SERVICES · ID · controlled entity

  • MERCY INPATIENT MEDICAL ASSOCIATES INC

    C · MEDICAL SERVICES · MA · controlled entity

  • MERCY MEDICAL SERVICES

    C · PRIMARY CARE PHYSICIANS · IA · controlled entity

  • MISERICORDIA ASSURANCE COMPANY LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • MOB 1 OWNERS' ASSOCIATION

    C · PROPERTY MANAGEMENT · IA · controlled entity

  • MOUNT CARMEL HEALTH PROVIDERS INC

    C · MEDICAL SERVICES · OH · controlled entity

  • NURSING NETWORK INC

    C · MEDICAL SERVICES · FL · controlled entity

  • SAINT ALPHONSUS HEALTH ALLIANCE INC

    C · ACCOUNTABLE CARE ORGANIZATION · ID · controlled entity

  • SAINT FRANCIS BEHAVIORAL HEALTH GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT FRANCIS CARE MEDICAL GROUP PC

    C · MEDICAL SERVICES · CT · controlled entity

  • SAINT JOSEPH'S MCAULEY PARK I LLC

    C · PROPERTY MANAGEMENT · GA · controlled entity

  • SAMARITAN MEDICAL OFFICE BUILDING INC

    C · REAL ESTATE · NY · controlled entity

  • SCOVILL STREET MEDICAL BUILDING ASSOCIATION INC

    C · PROPERTY MANAGEMENT · CT · controlled entity

  • SJM PROPERTIES INC

    C · PROPERTY HOLDINGS · NY · controlled entity

  • SJPE PRACTICE MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · NY · controlled entity

  • SJRMC HOLDINGS INC

    C · PROPERTY HOLDINGS · IN · controlled entity

  • ST ELIZABETH HEALTH SUPPORT SERVICES INC

    C · MEDICAL SERVICES · NY · controlled entity

  • SYNANON INC

    C · URGENT CARE · MI · controlled entity

  • SYSTEM COORDINATED SERVICES INC

    C · LAB SERVICES · MA · controlled entity

  • THRE SERVICES LLC

    C · REAL ESTATE BROKERAGE SERVICES · MI · controlled entity

  • TRINITY ASSURANCE LTD

    C · SELF-INSURANCE · CJ · controlled entity

  • TRINITY HEALTH ACO INC

    C · ACCOUNTABLE CARE ORGANIZATION · DE · controlled entity

  • TRINITY HEALTH EMPLOYEE BENEFIT TRUST

    T · GRANTOR TRUST · MI · controlled entity

  • TRINITY SENIOR SERVICES MANAGEMENT INC

    C · SENIOR SERVICES · PA · controlled entity

  • WORKPLACE HEALTH OF GRAND HAVEN INC

    C · OCCUPATIONAL HEALTH · MI · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202421369349305322

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