Form 990 for tax year 2022
Filed by LANKENAU INSTITUTE FOR MEDICAL RESEARCH.
Totals
- Total revenue
- $12,208,295
- Total expenses
- $19,218,522
- Contributions and grants received
- $5,251,488
- Grants paid
- $0
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $16,821,206
- Management and general expenses
- $2,360,980
- Fundraising expenses
- $36,336
- Program service expenses (Part III)
- $16,821,206
Program services were 87.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JOHN J LYNCH III
EX-OFFICIO TRUSTEE
- Total calculated
- $2,602,428
- From this org
- $0
- From related orgs
- $2,005,175
- Other
- $597,253
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $1,267,318 related
- Bonus
- $0 + $384,384 related
- Other
- $0 + $353,473 related
- Deferred
- $0 + $554,414 related
- Nontaxable benefits
- $0 + $42,839 related
- Filer's total
- $0 + $2,602,428 related
-
PATRICK ROSS JR
EX-OFFICIO TRUSTEE
- Total calculated
- $922,879
- From this org
- $0
- From related orgs
- $868,681
- Other
- $54,198
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $711,824 related
- Bonus
- $0 + $79,920 related
- Other
- $0 + $76,937 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $54,198 related
- Filer's total
- $0 + $922,879 related
-
ALEXANDER URIBE
EX-OFFICIO TRUSTEE
- Total calculated
- $754,581
- From this org
- $0
- From related orgs
- $719,002
- Other
- $35,579
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $651,252 related
- Bonus
- $0 + $62,500 related
- Other
- $0 + $5,250 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $35,579 related
- Filer's total
- $0 + $754,581 related
-
JOSEPH GOBERN
EX-OFFICIO TRUSTEE
- Total calculated
- $597,585
- From this org
- $0
- From related orgs
- $554,347
- Other
- $43,238
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $494,597 related
- Bonus
- $0 + $56,500 related
- Other
- $0 + $3,250 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $43,238 related
- Filer's total
- $0 + $597,585 related
-
GEORGE C PRENDERGAST
PRESIDENT & EX-OFFICIO TRUSTEE
- Total calculated
- $479,017
- From this org
- $431,551
- From related orgs
- $0
- Other
- $47,466
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $380,954
- Bonus
- $37,180
- Other
- $13,417
- Deferred
- $0
- Nontaxable benefits
- $47,466
- Filer's total
- $479,017
-
PETER R KOWEY
TRUSTEE
- Total calculated
- $334,910
- From this org
- $0
- From related orgs
- $299,486
- Other
- $35,424
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $295,286 related
- Bonus
- $0
- Other
- $0 + $4,200 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $35,424 related
- Filer's total
- $0 + $334,910 related
-
KATHLEEN GALBRAITH
EX-OFFICIO TRUSTEE
- Total calculated
- $280,435
- From this org
- $0
- From related orgs
- $204,098
- Other
- $76,337
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $184,098 related
- Bonus
- $0 + $20,000 related
- Other
- $0
- Deferred
- $0 + $61,090 related
- Nontaxable benefits
- $0 + $15,247 related
- Filer's total
- $0 + $280,435 related
-
SCOTT DESSAIN
ASSOC. PROF / HAT DIR
- Total calculated
- $265,919
- From this org
- $223,438
- From related orgs
- $0
- Other
- $42,481
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $221,694
- Bonus
- $1,744
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $42,481
- Filer's total
- $265,919
-
ELLEN HEBER-KATZ
PROFESSOR
- Total calculated
- $241,014
- From this org
- $209,523
- From related orgs
- $0
- Other
- $31,491
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,069
- Bonus
- $1,788
- Other
- $24,666
- Deferred
- $0
- Nontaxable benefits
- $31,491
- Filer's total
- $241,014
-
TAM MAI-NGUYEN
Treasurer
- Total calculated
- $212,441
- From this org
- $183,360
- From related orgs
- $0
- Other
- $29,081
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,232
- Bonus
- $16,872
- Other
- $2,256
- Deferred
- $0
- Nontaxable benefits
- $29,081
- Filer's total
- $212,441
-
SUSAN GILMOUR
PROFESSOR
- Total calculated
- $208,511
- From this org
- $179,504
- From related orgs
- $0
- Other
- $29,007
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,339
- Bonus
- $1,744
- Other
- $12,421
- Deferred
- $0
- Nontaxable benefits
- $29,007
- Filer's total
- $208,511
-
JAMES MULLIN
PROFESSOR
- Total calculated
- $199,140
- From this org
- $166,950
- From related orgs
- $0
- Other
- $32,190
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,432
- Bonus
- $1,744
- Other
- $7,774
- Deferred
- $0
- Nontaxable benefits
- $32,190
- Filer's total
- $199,140
-
MELVIN REICHMAN
SENIOR INVESTIGATOR
- Total calculated
- $195,223
- From this org
- $162,921
- From related orgs
- $0
- Other
- $32,302
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,163
- Bonus
- $1,758
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $32,302
- Filer's total
- $195,223
-
PAUL B GILMAN
TRUSTEE
- Total calculated
- $190,244
- From this org
- $190,244
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $190,244
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $190,244
-
ALEXANDER MULLER
ASSOCIATE PROFESSOR
- Total calculated
- $182,262
- From this org
- $144,473
- From related orgs
- $0
- Other
- $37,789
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $121,056
- Bonus
- $1,744
- Other
- $21,673
- Deferred
- $0
- Nontaxable benefits
- $37,789
- Filer's total
- $182,262
-
PATRICK VIATOUR
ASSOCIATE PROFESSOR
- Total calculated
- $172,073
- From this org
- $137,333
- From related orgs
- $0
- Other
- $34,740
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,089
- Bonus
- $3,244
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $34,740
- Filer's total
- $172,073
-
ANTHONY ASHTON
PROFESSOR
- Total calculated
- $162,808
- From this org
- $145,331
- From related orgs
- $0
- Other
- $17,477
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,573
- Bonus
- $1,744
- Other
- $1,014
- Deferred
- $0
- Nontaxable benefits
- $17,477
- Filer's total
- $162,808
-
MATTHEW FINLEY
DIV DIR., RESEARCH ADMIN.
- Total calculated
- $157,243
- From this org
- $139,635
- From related orgs
- $0
- Other
- $17,608
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,880
- Bonus
- $1,755
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $17,608
- Filer's total
- $157,243
-
LISA LAURY-KLEINTOP
Associate Professor
- Total calculated
- $152,673
- From this org
- $135,839
- From related orgs
- $0
- Other
- $16,834
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,081
- Bonus
- $1,744
- Other
- $5,014
- Deferred
- $0
- Nontaxable benefits
- $16,834
- Filer's total
- $152,673
-
JOHN WELLENBACH
SECRETARY
- Total calculated
- $149,638
- From this org
- $121,959
- From related orgs
- $0
- Other
- $27,679
- Hours/week
- 40
-
Alfred W Putnam Jr
EX-OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ALICE D CHASE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ELIZABETH WILKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
I WISTAR MORRIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JONATHAN CHARLES FOX
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LAWRENCE LIVORNESE
EX-OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PETER H HAVENS
CHAIRMAN & TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 6 related
-
SARA SENIOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
AMBER SALZMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KAREN GOTTING-SMITH
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
LEILA GORDON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STEVEN HIGGINS
EX-OFFICIO TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 9 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- FORM 990, SCHEDULE J, PART I, LINE 4B
- NONQUALIFIED RETIREMENT PLAN: THE CEO OF MAIN LINE HEALTH ("PARTICIPANT") PARTICIPATES IN A NONQUALIFIED RETIREMENT PLAN. MAIN LINE HOSPITALS, INC. PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS THROUGH A FUNDING ARRANGEMENT KNOWN AS A COLLATERAL ASSIGNMENT SPLIT DOLLAR POLICY. THE PLAN PROVIDES THAT THE SYSTEM WILL PAY PREMIUM PAYMENTS ON A LIFE INSURANCE POLICY FOR THE PARTICIPANT. DURING THE PARTICIPANT'S LIFE, TO THE EXTENT SERVICE AND VESTING REQUIREMENTS ARE FULFILLED, THE PARTICIPANT CAN BORROW AGAINST VALUES IN THE POLICY TO SUPPLEMENT RETIREMENT INCOME. IT IS REASONABLE TO BELIEVE THAT THE LOAN IS PAID IN FULL UPON THE DEATH OF THE PARTICIPANT. FORGIVEN INTEREST INCLUDED IN PARTICIPANT'S EARNINGS IS: CEO $41,370 SERP DISCLOSURE: MAIN LINE HEALTH, INC. ("MLH") AND ITS AFFILIATES PROVIDED SUPPLEMENTAL RETIREMENT BENEFITS THROUGH ESTABLISHED SUPPLEMENTAL EXECUTIVE RETIREMENT PLANS ("SERP") TO SELECT MEMBERS OF SENIOR LEADERSHIP IN FY23. SERP BENEFITS FUNDED BY MLH ARE SUBJECT TO VESTING AND EMPLOYMENT DATE REQUIREMENTS AND ARE PAID OUT AT THE CONCLUSION OF A PREDETERMINED PERFORMANCE PERIOD. A PERFORMANCE PERIOD IS A TIMEFRAME OF AT LEAST TWELVE MONTHS THAT MAY COVER VARYING LENGTHS OF TIME FOR EACH INDIVIDUAL EMPLOYEE. BENEFITS FOR PARTICIPANTS VESTED IN A PLAN WERE REPORTED IN SCHEDULE J, PART II, COLUMN (B) (III) AND BENEFITS FOR PARTICIPANTS NOT YET VESTED IN A PLAN WERE REPORTED IN SCHEDULE J, PART II, COLUMN (C). OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES WHO PARTICIPATED IN, OR RECEIVE PAYMENTS FROM, A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN CALENDAR YEAR 2022: ALEXANDER MULLER $3,204 ANTHONY ASHTON $3,587 ELLEN HEBER-KATZ $4,709 GEORGE PRENDERGAST $13,348 JAMES MULLIN $4,010 PATRICK VIATOUR $3,514 SUSAN GILMOUR $4,231
- FORM 990, SCHEDULE J, PART I, LINE 7
- THE COMPENSATION OF THE CEO, EVP & CHIEF FINANCIAL OFFICER, HOSPITAL PRESIDENTS, AND OTHER SENIOR EXECUTIVES DID INCLUDE A NON-FIXED COMPONENT PAYMENT OF COMPENSATION BASED UPON PRE-ESTABLISHED QUALITY, PATIENT SAFETY, AND FINANCIAL TARGETS ESTABLISHED AT THE BEGINNING OF THE FISCAL YEAR. THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE MAIN LINE HEALTH BOARD IS RESPONSIBLE FOR EVALUATING AND DETERMINING THE APPROPRIATENESS OF THE TARGETS. AFTER REVIEW AND DELIBERATION, THE COMMITTEE DOCUMENTS ITS DECISIONS AND REPORTS TO THE FULL BOARD OF GOVERNORS WHO REVIEW THE COMPENSATION DECISIONS. PAYMENTS ARE MADE TO THE APPROPRIATE INDIVIDUALS BY THE ORGANIZATION WITHIN WHICH THOSE INDIVIDUALS RESIDE FOR PAYROLL REPORTING PURPOSES.
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.
-
501(C)(3) · HEALTHCARE · PA
Directly controlled by NONE
-
501(C)(3) · HEALTHCARE · PA
Directly controlled by MLHS
-
501(C)(3) · HEALTHCARE · PA
Directly controlled by MLH
-
MAIN LINE HEALTH HOMECARE AND HOSPICE
501(C)(3) · HEALTHCARE · PA
Directly controlled by MLDS
-
501(C)(3) · HEALTHCARE · PA
Directly controlled by MLH
-
501(C)(3) · HEALTHCARE · PA
Directly controlled by RMH
-
501(C)(3) · PHYSICIAN · PA
Directly controlled by MLH
-
MIRMONT ALCOHOL REHABILITATION CENTER
501(C)(3) · HEALTHCARE · PA
Directly controlled by MLDS
-
501(C)(3) · HEALTHCARE · PA
Directly controlled by MLDS
-
MAIN LINE DIVERSIFIED SERVICES INC
501(C)(3) · HEALTHCARE · PA
Directly controlled by MLH
-
501(C)(3) · PHYSICIAN MGM · PA
Directly controlled by MLH
-
501(C)(3) · REAL ESTATE · PA
Directly controlled by MLH
-
501(C)(3) · HEALTHCARE · PA
Directly controlled by MLDS
-
THE BRYN MAWR HOSPITAL FOUNDATION
501(C)(3) · FUNDRAISING · PA
Directly controlled by NA
-
LANKENAU MEDICAL CENTER FOUNDATION
501(C)(3) · FUNDRAISING · PA
Directly controlled by NA
-
PAOLI MEMORIAL HOSPITAL FOUNDATION
501(C)(3) · FUNDRAISING · PA
Directly controlled by NA
-
BRYN MAWR REHABILITATION FOUNDATION
501(C)(3) · FUNDRAISING · PA
Directly controlled by NA
-
THE RIDDLE HEALTHCARE FOUNDATION
501(C)(3) · FUNDRAISING · PA
Directly controlled by NA
-
FIVE POINTE PROFESSIONAL LIABILITY INSUR
501(C)(3) · INSURANCE · DE
Directly controlled by MLHS
-
MLH Integrative and Functional MED SVCS
501(C)(3) · HEALTHCARE · PA
Directly controlled by MLDS
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.
-
N/A · HEALTHCARE · PA · share of income $0 · share of assets $0
Directly controlled by NA
-
N/A · HEALTHCARE · PA · share of income $0 · share of assets $0
Directly controlled by NA
-
N/A · HEALTHCARE · PA · share of income $0 · share of assets $0
Directly controlled by NA
-
RMH HEALTH CARE CENTER ASSOCIATES
N/A · OFFICE RENTAL · PA · share of income $0 · share of assets $0
Directly controlled by NA
-
ACCOUNTABLE CARE ORGANIZATION OF PA LLC
N/A · HEALTHCARE · PA · share of income $0 · share of assets $0
Directly controlled by NA
-
N/A · HEALTHCARE · PA · share of income $0 · share of assets $0
Directly controlled by NA
-
N/A · HEALTHCARE · PA · share of income $0 · share of assets $0
Directly controlled by NA
-
N/A · HEALTHCARE · KS · share of income $0 · share of assets $0
Directly controlled by NA
-
N/A · HEALTHCARE · PA · share of income $0 · share of assets $0
Directly controlled by NA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C CORPORATION · INACTIVE · PA · share of income $0 · share of assets $0
Directly controlled by NA
-
MOUNTAIN LAUREL RISK RETENTION GROUP
C CORPORATION · INSURANCE · VT · share of income $0 · share of assets $0
Directly controlled by NA
-
C CORPORATION · INACTIVE · PA · share of income $0 · share of assets $0
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431359349310623
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