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← CAMC HEALTH EDUCATION AND RESEARCH INSTITUTE INC

Form 990 for tax year 2022

Filed by CAMC HEALTH EDUCATION AND RESEARCH INSTITUTE INC.

Totals

Total revenue
$16,759,682
Total expenses
$17,079,923
Contributions and grants received
$5,823,258
Grants paid
$153,517
Program service revenue
$4,664,607
Investment income
$0
Other revenue
$6,271,817
Total assets, end of year
$8,347,255
Total liabilities, end of year
$4,486,830
Net assets or fund balances, end of year
$3,860,425
Program services expenses (Part IX)
$12,337,452
Management and general expenses
$4,742,471
Fundraising expenses
$0
Program service expenses (Part III)
$12,337,452

Program services were 72.2% 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.

  • 1d · Related organizations

    $864,600

  • 1e · Government grants (contributions)

    $2,824,305

  • 1f · All other contributions, gifts and grants

    $2,134,353

  • 2a · Program service revenue: EDUCATION SERVICES

    total $3,609,168 · related or exempt $3,609,168

  • 2b · Program service revenue: RESEARCH REVENUE

    total $1,055,439 · excluded $1,055,439

  • 11a · Other revenue: AFFILIATE TRANSFER

    total $6,271,817 · related or exempt $6,271,817

  • 11e · Other revenue, total

    $6,271,817

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $153,517 · program services $153,517

  • 5 · Compensation of officers, directors and key employees

    total $781,047 · management and general $781,047

  • 7 · Other salaries and wages

    total $9,813,269 · program services $7,388,422 · management and general $2,424,847

  • 8 · Pension plan contributions

    total $243,033 · program services $137,140 · management and general $105,893

  • 9 · Other employee benefits

    total $963,390 · program services $652,768 · management and general $310,622

  • 10 · Payroll taxes

    total $655,048 · program services $590,374 · management and general $64,674

  • 11a · Fees: management

    total $620,578 · program services $8,512 · management and general $612,066

  • 11b · Fees: legal

    total $15,961 · management and general $15,961

  • 11c · Fees: accounting

    total $35,496 · management and general $35,496

  • 11g · Fees: other

    total $1,295,684 · program services $1,279,670 · management and general $16,014

  • 12 · Advertising and promotion

    total $8,579 · program services $8,579

  • 13 · Office expenses

    total $260,145 · program services $258,495 · management and general $1,650

  • 14 · Information technology

    total $94,874 · program services $94,874

  • 16 · Occupancy

    total $474,968 · program services $157,859 · management and general $317,109

  • 17 · Travel

    total $86,712 · program services $85,475 · management and general $1,237

  • 19 · Conferences, conventions and meetings

    total $367,890 · program services $353,587 · management and general $14,303

  • 21 · Payments to affiliates

    total $158,032 · program services $158,032

  • 22 · Depreciation, depletion and amortization

    total $193,788 · program services $190,402 · management and general $3,386

  • 23 · Insurance

    total $15,806 · management and general $15,806

  • 24a · Other expenses: DUES, BOOKS & SUBSCRPTS

    total $349,005 · program services $349,005

  • 24b · Other expenses: PHARMACEUTICALS

    total $315,560 · program services $315,548 · management and general $12

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $73,123 · program services $72,478 · management and general $645

  • 24d · Other expenses: TAXES

    total $50,854 · program services $32,584 · management and general $18,270

  • 24e · All other expenses

    total $53,564 · program services $50,131 · management and general $3,433

Balance sheet

Part X, book values.

  • 3 · Pledges and grants receivable

    beginning of year $1,514,548 · end of year $1,099,786

  • 4 · Accounts receivable

    beginning of year $71,364 · end of year $90,207

  • 9 · Prepaid expenses and deferred charges

    beginning of year $86,587 · end of year $53,413

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

    $4,112,535

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

    $3,142,082

  • 10c · Land, buildings and equipment, net

    beginning of year $1,833,142 · end of year $970,453

  • 15 · Other assets

    beginning of year $6,626,509 · end of year $6,133,396

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,286,577 · end of year $1,479,272

  • 19 · Deferred revenue

    beginning of year $1,066,800 · end of year $1,089,900

  • 23 · Secured mortgages and notes payable

    beginning of year $1,221,583 · end of year $270,140

  • 25 · Other liabilities

    beginning of year $1,754,854 · end of year $1,647,518

  • 27 · Net assets without donor restrictions

    beginning of year -$1,880,162 · end of year -$2,073,950

  • 28 · Net assets with donor restrictions

    beginning of year $6,682,498 · end of year $5,934,375

Mission and programs · 2022

Mission

DEDICATED TO IMPROVING HEALTH THROUGH RESEARCH, EDUCATION AND COMMUNITY HEALTH DEVELOPMENT.

Activities or mission (Part I)

TO PROVIDE EDUCATION OPPORTUNITIES AND PERFORM RESEARCH TO BENEFIT THE COMMUNITY.

  • THE ORGANIZATION MANAGES CHARLESTON AREA MEDICAL CENTER, INC.'S ("CAMC") GRADUATE MEDICAL EDUCATION AND NURSE ANESTHESIA PROGRAMS, AND CONDUCTS A VARIETY OF PROFESSIONAL EDUCATION AND TRAINING PROGRAMS FOR CAMC HEALTHCARE PROFESSIONALS AS WELL AS HEALTHCARE PROFESSIONALS THROUGHOUT THE STATE OF WEST VIRGINIA.

    Expenses $5,184,840 · Revenue $6,459,075

  • PROVISION OF SERVICES PERTAINING TO VARIOUS RESEARCH ACTIVITIES INCLUDING CENTERS FOR CLINICAL TRIALS AND CANCER RESEARCH, HEALTH SERVICES AND OUTCOMES RESEARCH, TRAUMA RESEARCH AND OTHER HEALTH RELATED RESEARCH CENTERS OF EXCELLENCE.

    Expenses $3,166,710 · Revenue $4,418,090

  • PROVISION OF VARIOUS HEALTH PROGRAMS DESIGNED TO IMPROVE HEALTH EDUCATION AND AWARENESS IN THE STATE AND LOCAL COMMUNITIES.

    Expenses $3,985,902 · Grants $153,517 · Revenue $59,259

As filed on the 2022 return.

Listed in Part VII

  • Art Rubin Do

    DIRECTOR

    Total calculated
    $62,748
    From this org
    $0
    From related orgs
    $62,748
    Other
    $0
    Hours/week
    1 + 40.5 related

  • David L Ramsey

    DIRECTOR

    Total calculated
    $1,686,175
    From this org
    $0
    From related orgs
    $1,488,436
    Other
    $197,739
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $962,283 related
    Bonus
    $0 + $312,916 related
    Other
    $0 + $213,237 related
    Deferred
    $0 + $155,200 related
    Nontaxable benefits
    $0 + $42,539 related
    Filer's total
    $0 + $1,686,175 related

  • Edwin H Welch Ph D

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Glenn Crotty Jr MD

    DIRECTOR

    Total calculated
    $1,087,805
    From this org
    $0
    From related orgs
    $1,036,895
    Other
    $50,910
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $684,800 related
    Bonus
    $0 + $245,070 related
    Other
    $0 + $107,025 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $38,710 related
    Filer's total
    $0 + $1,087,805 related

  • Heidi Edwards

    DIRECTOR

    Total calculated
    $600,984
    From this org
    $0
    From related orgs
    $378,044
    Other
    $222,940
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,110 related
    Bonus
    $0 + $62,974 related
    Other
    $0 + $42,960 related
    Deferred
    $0 + $176,557 related
    Nontaxable benefits
    $0 + $46,383 related
    Filer's total
    $0 + $600,984 related

  • John Linton PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Kristi Snyder

    DIRECTOR

    Total calculated
    $692,702
    From this org
    $0
    From related orgs
    $500,741
    Other
    $191,961
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $356,558 related
    Bonus
    $0 + $89,312 related
    Other
    $0 + $54,871 related
    Deferred
    $0 + $185,336 related
    Nontaxable benefits
    $0 + $6,625 related
    Filer's total
    $0 + $692,702 related

  • Mark Bates MD

    DIRECTOR

    Total calculated
    $60,000
    From this org
    $60,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Robert D Whitler

    VICE PRESIDENT

    Total calculated
    $14,932
    From this org
    $0
    From related orgs
    $14,932
    Other
    $0
    Hours/week
    1

  • Sharon A Hall

    PRESIDENT

    Total calculated
    $606,204
    From this org
    $0
    From related orgs
    $560,966
    Other
    $45,238
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $367,888 related
    Bonus
    $0 + $99,249 related
    Other
    $0 + $93,829 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $33,038 related
    Filer's total
    $0 + $606,204 related

  • Steven Jubelirer MD

    DIRECTOR

    Total calculated
    $303,841
    From this org
    $0
    From related orgs
    $262,389
    Other
    $41,452
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,139 related
    Bonus
    $0 + $1,250 related
    Other
    $0
    Deferred
    $0 + $10,710 related
    Nontaxable benefits
    $0 + $30,742 related
    Filer's total
    $0 + $303,841 related

  • Terri Chapman

    SECRETARY/TREASURER

    Total calculated
    $157,393
    From this org
    $0
    From related orgs
    $134,774
    Other
    $22,619
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $119,140 related
    Bonus
    $0 + $15,634 related
    Other
    $0
    Deferred
    $0 + $5,625 related
    Nontaxable benefits
    $0 + $16,994 related
    Filer's total
    $0 + $157,393 related

  • Cassandra Taylor

    CRNA INSTRUCTOR

    Total calculated
    $247,017
    From this org
    $0
    From related orgs
    $219,663
    Other
    $27,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $213,777 related
    Bonus
    $0 + $1,550 related
    Other
    $0 + $4,336 related
    Deferred
    $0 + $8,802 related
    Nontaxable benefits
    $0 + $18,552 related
    Filer's total
    $0 + $247,017 related

  • Douglas Knutson

    CHIEF ACADEMIC OFFICER

    Total calculated
    $646,889
    From this org
    $0
    From related orgs
    $602,667
    Other
    $44,222
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $537,208 related
    Bonus
    $0 + $44,959 related
    Other
    $0 + $20,500 related
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $32,022 related
    Filer's total
    $0 + $646,889 related

  • Mary Emmett

    CORPORATE DIRECTOR

    Total calculated
    $213,695
    From this org
    $0
    From related orgs
    $191,943
    Other
    $21,752
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $173,606 related
    Bonus
    $0 + $18,037 related
    Other
    $0 + $300 related
    Deferred
    $0 + $7,749 related
    Nontaxable benefits
    $0 + $14,003 related
    Filer's total
    $0 + $213,695 related

  • Megan Orphanos

    DIRECTOR SCHOOL OF ANESTHESIA

    Total calculated
    $248,158
    From this org
    $0
    From related orgs
    $213,933
    Other
    $34,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $205,803 related
    Bonus
    $0 + $8,130 related
    Other
    $0
    Deferred
    $0 + $8,729 related
    Nontaxable benefits
    $0 + $25,496 related
    Filer's total
    $0 + $248,158 related

  • Priscilla Walkup

    CRNA INSTRUCTOR

    Total calculated
    $250,500
    From this org
    $0
    From related orgs
    $225,322
    Other
    $25,178
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $217,610 related
    Bonus
    $0 + $1,550 related
    Other
    $0 + $6,162 related
    Deferred
    $0 + $8,886 related
    Nontaxable benefits
    $0 + $16,292 related
    Filer's total
    $0 + $250,500 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

  • 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
THE VANDALIA HEALTH, INC. BOARD OF DIRECTORS COMPENSATION COMMITTEE SELECTS AND SUPERVISES AN INDEPENDENT CONSULTANT WHO ADVISES THE COMMITTEE ON COMPENSATION ARRANGEMENTS AND TRANSACTIONS BETWEEN VANDALIA HEALTH, INC. SUBSIDIARIES (INCLUDING CHERI) AND EXECUTIVES (INCLUDING CHERI'S PRESIDENT). THE COMMITTEE USES THE DATA TO DETERMINE THE TOTAL COMPENSATION OF CHERI'S PRESIDENT AND THE OTHER EXECUTIVES. THE DATA IS REVIEWED EVERY TWO YEARS OR WHEN A NEW PERSON COMES INTO AN EXECUTIVE ROLE.
PART I, LINE 4B
TARGET BENEFIT SERP - A TARGET BENEFIT SERP IS OFFERED TO THREE EXECUTIVES, WITH AN ANNUAL EMPLOYER CONTRIBUTION THAT TARGETS PROVIDING 55% OF FINAL AVERAGE COMPENSATION AT AGE 60 FOR 30 YEARS OF SERVICE. THE TARGET BENEFIT IS OFFSET BY THE FROZEN DEFINED BENEFIT SERP ACCRUED BENEFIT, THE FROZEN RESTORATION PLAN BALANCE, EMPLOYER-PROVIDED QUALIFIED RETIREMENT BENEFITS, EMPLOYER-PROVIDED 457(B) PLAN BENEFITS, AND 50% OF AGE 62 SOCIAL SECURITY. EACH ANNUAL FUNDING CONTRIBUTION VESTS THE EARLIER OF 5 YEARS OR AGE 60. TAXES ARE ADVANCED FROM VESTED ACCOUNTS, WITH THE REMAINING BALANCE HELD UNTIL TERMINATION. ALL CONTRIBUTIONS ARE VESTED IN THE EVENT OF DEATH, DISABILITY, INVOLUNTARY TERMINATION WITHOUT CAUSE, OR VOLUNTARY TERMINATION FOR GOOD REASON FOLLOWING CHANGE OF CONTROL. UNVESTED CONTRIBUTIONS ARE FORFEITED FOR VOLUNTARY TERMINATION OR TERMINATION FOR CAUSE. DEFINED CONTRIBUTION SERP - A DEFINED CONTRIBUTION SERP IS OFFERED TO SELECT EXECUTIVES, WITH AN ANNUAL 10% OF SALARY CONTRIBUTION. EACH ANNUAL CONTRIBUTION VESTS THE EARLIER OF 5 YEARS OR AGE 65. TAXES ARE ADVANCED FROM VESTED ACCOUNTS, WITH THE REMAINING BALANCE HELD UNTIL TERMINATION. ALL CONTRIBUTIONS ARE VESTED IN THE EVENT OF DEATH, DISABILITY, INVOLUNTARY TERMINATION WITHOUT CAUSE, OR VOLUNTARY TERMINATION FOR GOOD REASON FOLLOWING CHANGE OF CONTROL. UNVESTED CONTRIBUTIONS ARE FORFEITED FOR VOLUNTARY TERMINATION OR TERMINATION FOR CAUSE. UNDER THE EXECU-FLEX BENEFIT PLAN (409A), EXECUTIVES RECEIVE 11% OF THEIR SALARY IN FLEX ALLOWANCE. THE FLEX ALLOWANCE IS USED TO ELECT EXECUTIVE BENEFITS. ANY REMAINING FLEX ALLOWANCE IS CREDITED TO A TAX-DEFERRED CAPITAL ACCUMULATION ACCOUNT. THE MINIMUM VESTING PERIOD IS TWO YEARS, MAXIMUM IS AGE 68. A TWO YEAR NON-COMPETE AGREEMENT (SUBSTANTIAL RISK OF FORFEITURE AGREEMENT) APPLIES IF TERMINATION OF EMPLOYMENT OCCURS PRIOR TO THE VESTING DATE. CERTAIN PARTICIPANTS HAD AMOUNTS VESTED AND INCLUDED AS REPORTABLE COMPENSATION THIS YEAR, AS DETAILED BELOW: GLENN CROTTY JR., M.D. - $73,427 DAVID L. RAMSEY - $142,017 KRISTI SNYDER - $42,875 HEIDI EDWARDS - $26,925

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

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.

  • WOMEN AND CHILDREN'S MEDICAL OFFICE BUILDING LLC

    MEDICAL OFFICE BUILDING · WV

  • GENERAL DIVISION MEDICAL OFFICE BUILDING LLC

    MEDICAL OFFICE BUILDING · WV

  • DASCO-CAMC HOME MEDICAL EQUIPMENT LLC

    HOME MEDICAL EQUIPMENT · WV

  • MGH SURGERY LLC

    SURGERY CENTER · WV

  • MON HEALTH-DASCO HOME MEDICAL EQUIPMENT LLC

    HOME MEDICAL EQUIPMENT · OH

Related corporations and trusts

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

  • VANDALIA INSURANCE COMPANY

    C · INSURANCE · VT · controlled entity

  • MON HEALTH CARE INC

    C · MEDICAL EQUIPMENT · WV · controlled entity

  • STONEWALL HOME OXYGEN THERAPY INC

    C · OXYGEN THERAPY SERVICES · WV · controlled entity

  • FAIRMONT HOME EQUIPMENT AND SUPPLY

    C · EQUIPMENT RENT & SVC · WV · controlled entity

  • MORGANTOWN PHYSICAL THERAPY ASSOC INC

    C · REHABILITATION SERVICES · WV · controlled entity

  • CARE PARTNER'S INC

    C · HOME HEALTH · WV · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202323189349311992

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