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Nonprofiteer
← BUTLER HEALTHCARE PROVIDERS

Form 990 for tax year 2023

Filed by BUTLER HEALTHCARE PROVIDERS.

Totals

Total revenue
$324,582,185
Total expenses
$296,644,659
Contributions and grants received
$1,242,479
Grants paid
$0
Program service revenue
$310,140,580
Investment income
$5,816,131
Other revenue
$7,382,995
Total assets, end of year
$383,733,665
Total liabilities, end of year
$205,284,746
Net assets or fund balances, end of year
$178,448,919
Program services expenses (Part IX)
$271,973,513
Management and general expenses
$24,671,146
Fundraising expenses
$0
Program service expenses (Part III)
$271,973,513

Program services were 91.7% 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)

    $1,152,734

  • 1f · All other contributions, gifts and grants

    $89,745

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

    total $298,745,802 · related or exempt $298,745,802

  • 2b · Program service revenue: OTHER OPERATING REVENUE

    total $11,394,778 · related or exempt $11,394,778

  • 3 · Investment income

    total $1,641,328 · excluded $1,641,328

  • 6a · Gross rents

    real property $330,391

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $330,391

  • 6d · Net rental income or loss

    total $330,391 · excluded $330,391

  • 7a · Gross sales of assets other than inventory

    securities $4,158,410 · other assets $16,393

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $4,158,410 · other assets $16,393

  • 7d · Net gain or loss

    total $4,174,803 · excluded $4,174,803

  • 11a · Other revenue: PHARAMCY

    total $3,587,416 · unrelated business $3,587,416

  • 11b · Other revenue: NON PATIENT LAB

    total $1,481,468 · unrelated business $1,481,468

  • 11c · Other revenue: CAFETERIA

    total $1,305,286 · excluded $1,305,286

  • 11d · All other revenue

    total $678,434 · unrelated business $678,434

  • 11e · Other revenue, total

    $7,052,604

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $94,613,642 · program services $83,969,607 · management and general $10,644,035

  • 8 · Pension plan contributions

    total $6,361,964 · program services $5,646,243 · management and general $715,721

  • 9 · Other employee benefits

    total $19,494,270 · program services $17,301,165 · management and general $2,193,105

  • 10 · Payroll taxes

    total $8,216,699 · program services $7,292,320 · management and general $924,379

  • 11b · Fees: legal

    total $866,271 · management and general $866,271

  • 11c · Fees: accounting

    total $344,297 · management and general $344,297

  • 11d · Fees: lobbying

    total $49,413 · program services $43,854 · management and general $5,559

  • 11g · Fees: other

    total $30,493,265 · program services $27,525,834 · management and general $2,967,431

  • 12 · Advertising and promotion

    total $444,031 · program services $394,078 · management and general $49,953

  • 13 · Office expenses

    total $1,821,126 · program services $1,616,249 · management and general $204,877

  • 14 · Information technology

    total $4,428,849 · program services $3,930,603 · management and general $498,246

  • 16 · Occupancy

    total $5,318,261 · program services $4,719,957 · management and general $598,304

  • 17 · Travel

    total $108,637 · program services $96,415 · management and general $12,222

  • 19 · Conferences, conventions and meetings

    total $510,525 · program services $453,091 · management and general $57,434

  • 20 · Interest

    total $5,756,322 · program services $5,108,736 · management and general $647,586

  • 22 · Depreciation, depletion and amortization

    total $17,579,171 · program services $15,601,514 · management and general $1,977,657

  • 23 · Insurance

    total $4,159,350 · program services $3,691,423 · management and general $467,927

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $64,510,876 · program services $64,510,876

  • 24b · Other expenses: EQUIPMENT RENTAL & MAIN

    total $11,136,218 · program services $9,883,393 · management and general $1,252,825

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $9,808,572 · program services $9,808,572

  • 24d · Other expenses: MA MODERNIZATION ASSESS

    total $6,679,020 · program services $6,679,020

  • 24e · All other expenses

    total $3,943,880 · program services $3,700,563 · management and general $243,317

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,699 · end of year $1,953

  • 2 · Savings and temporary cash investments

    beginning of year $31,618,264 · end of year $26,885,710

  • 4 · Accounts receivable

    beginning of year $24,421,470 · end of year $39,380,912

  • 8 · Inventories for sale or use

    beginning of year $3,527,259 · end of year $3,188,524

  • 9 · Prepaid expenses and deferred charges

    beginning of year $25,668,770 · end of year $16,045,154

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

    $415,289,087

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

    $299,384,867

  • 10c · Land, buildings and equipment, net

    beginning of year $125,079,082 · end of year $115,904,220

  • 11 · Investments: publicly traded securities

    beginning of year $101,476,882 · end of year $93,132,155

  • 13 · Investments: program-related

    beginning of year $23,563,219 · end of year $20,585,211

  • 15 · Other assets

    beginning of year $38,971,625 · end of year $68,609,826

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,273,148 · end of year $46,954,287

  • 20 · Tax-exempt bond liabilities

    beginning of year $103,610,000 · end of year $103,149,530

  • 23 · Secured mortgages and notes payable

    beginning of year $19,248,516 · end of year $14,716,494

  • 25 · Other liabilities

    beginning of year $37,601,449 · end of year $40,464,435

  • 27 · Net assets without donor restrictions

    beginning of year $175,518,083 · end of year $175,247,577

  • 28 · Net assets with donor restrictions

    beginning of year $3,078,074 · end of year $3,201,342

Mission and programs · 2023

Mission

BUTLER HEALTHCARE PROVIDERS, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, EXISTS TO PROVIDE A TRUSTED DELIVERY OF CARE WHICH MAKES A POSITIVE IMPACT ON THE LIVES OF EVERY INDIVIDUAL WE TOUCH.

Activities or mission (Part I)

BUTLER HEALTHCARE PROVIDERS, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, WILL BE RECOGNIZED AS THE PREMIER PROVIDER OF HIGH QUALITY, VALUE-DRIVEN AFFORDABLE INTEGRATED CARE IN THE REGION. WE WILL ACHIEVE THIS THROUGH UNWAVERING COMMITMENT TO INDIVIDUAL AND ORGANIZATIONAL EXCELLENCE AND TECHNOLOGICAL INNOVATION.

  • BUTLER HEALTHCARE PROVIDERS D/B/A BUTLER MEMORIAL HOSPITAL (BMH) IS AN INDEPENDENT, COMMUNITY-BASED HOSPITAL THAT HAS SERVED BUTLER COUNTY, PA, AND THE SURROUNDING AREA FOR OVER 100 YEARS. BMH EMPLOYS APPROXIMATELY 1,600 PEOPLE. BMH HAS GROWN INTO A REGIONAL REFERRAL CENTER. IT IS THE LARGEST HOSPITAL FACILITY BETWEEN PITTSBURGH AND ERIE. IT IS COMPRISED OF 296 ACUTE CARE BEDS. BMH SERVES APPROXIMATELY 10,500 ACUTE CARE PATIENTS (ADMISSIONS) AND OVER 440,000 OUTPATIENT REGISTRATIONS EACH YEAR. BMH MAINTAINS A DEEP COMMITMENT TO ITS COMMUNITY, AS IS DEMONSTRATED THROUGH ITS BROAD SERVICES OFFERING, INCLUDING ALL LEVELS OF GENERAL MEDICAL AND SURGICAL CARE, EMERGENCY SERVICES, OBSTETRICS AND GYNECOLOGY SERVICES, A ROBUST BEHAVIORAL HEALTH SERVICE, DRUG AND ALCOHOL TREATMENT, FAMILY SERVICES, PREVENTATIVE & WELLNESS PROGRAMS AND TERTIARY CARDIOVASCULAR CARE. IT ALSO HAS A NETWORK OF APPROXIMATELY 60 CONVENIENT, LOW COST OUTPATIENT SITES THAT ARE LOCATED IN COMMUNITIES THROUGH BUTLER COUNTY AND THE SURROUNDING AREA. A DESCRIPTION OF THE TOP THREE SERVICE LINES FOLLOW.BUTLER MEMORIAL HOSPITAL (BMH) MEDICAL IMAGING SERVICES PROVIDES THE COMMUNITIES WE SERVE WITH EASY ACCESS TO THE LATEST MEDICAL IMAGING TECHNOLOGIES. BUTLER MEMORIAL HOSPITAL IMAGING SERVICES INCLUDE COMPUTERIZED TOMOGRAPHY (CT), MEDICAL RESONANCE IMAGING (MRI), PET/CT, AND DIGITAL MAMMOGRAPHY. ADDITIONAL IMAGING SERVICE INCLUDE ULTRASOUND (SONOGRAPHY), NUCLEAR MEDICINE, BONE DENSITY TESTING, X-RAYS AND FLUOROSCOPIC STUDIES. BMH'S IMAGING STUDIES ARE INTERPRETED BY ON-SITE BOARD-CERTIFIED RADIOLOGISTS TRAINED IN THE FOLLOWING SUBSPECIALTIES: INTERVENTIONAL RADIOLOGY, WOMEN'S IMAGING, MUSCULOSKELETAL IMAGING, BODY IMAGING, NEURORADIOLOGY AND ADVANCED VEIN CARE. BMH PROVIDED MEDICAL IMAGING SERVICES TO OVER 114,000 PATIENTS.CARDIOLOGY SERVICES AT BUTLER MEMORIAL HOSPITAL PROVIDES ROUTINE CARDIAC CARE, INTERVENTIONAL CARDIOLOGY, ELECTROPHYSIOLOGY, OPEN HEART SURGERY AND CARDIAC REHABILITATION. OTHER SERVICE AREAS INCLUDE A DEVICE MANAGEMENT CLINIC, VALVE CLINIC, HEART FAILURE CLINIC AND CHEST PAIN CENTER WITH PCI ACCREDITATION.BUTLER MEMORIAL HOSPITAL LABORATORY HAS STATE-OF-THE ART INSTRUMENTATION COMPLEMENTED BY PROFESSIONAL EXPERTISE IN MICROBIOLOGY, PATHOLOGY, CHEMISTRY, HEMATOLOGY AND CYTOLOGY. OUR LABORATORY PROVIDES BLOOD WORK AND TESTING THROUGHOUT OUR SERVICE AREA, FOR PATIENTS, PHYSICIAN OFFICES AND LONG-TERM CARE FACILITIES AND IS ACCREDITED BY THE COLLEGE OF AMERICAN PATHOLOGISTS (CAP) AND LICENSED BY THE CLINICAL LABORATORY IMPROVEMENT ACT (CLIA). LABORATORY SERVICES VARY BY LOCATION AND COVER ALL OF THE FOLLOWING AREAS: SURGICAL PATHOLOGY, MOLECULAR DIAGNOSTICS, DERMATOPATHOLOGY, CYTOPATHOLOGY, HEMATOPATHOLOGY AND TRANSFUSION MEDICINE. BUTLER MEMORIAL HOSPITAL PROVIDE LABORATORY SERVICE TO OVER 300,000 PATIENTS.

    Expenses $271,973,513 · Revenue $310,140,580

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • KENNETH P DEFURIO

    PRESIDENT & CEO

    Total calculated
    $1,106,222
    From this org
    $1,082,276
    From related orgs
    $0
    Other
    $23,946
    Hours/week
    20 + 40 related

    Schedule J breakdown matched by us

    Base
    $1,078,797
    Bonus
    $0
    Other
    $3,479
    Deferred
    $4,950
    Nontaxable benefits
    $18,996
    Filer's total
    $1,106,222

  • PAUL BACHARACH

    CHAIR

    Total calculated
    $0
    Hours/week
    4 + 5 related

  • TIMOTHY MORGUS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    4 + 5 related

  • PATRICK HAMPSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • JEFFREY CURRY

    TREASURER

    Total calculated
    $0
    Hours/week
    4 + 5 related

  • ANIE PERARD MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $381,579
    From this org
    $0
    From related orgs
    $360,954
    Other
    $20,625
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,938 related
    Bonus
    $0
    Other
    $0 + $34,016 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,625 related
    Filer's total
    $0 + $381,579 related

  • JOHN REEFER MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $247,100
    From this org
    $247,100
    From related orgs
    $0
    Other
    $0
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $247,100
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $247,100

  • LARRY RICHERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JAMES ADISEY MD

    TRUSTEE/PHYSICIAN

    Total calculated
    $618,467
    From this org
    $0
    From related orgs
    $590,481
    Other
    $27,986
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,008 related
    Bonus
    $0 + $31,074 related
    Other
    $0 + $137,399 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $14,786 related
    Filer's total
    $0 + $618,467 related

  • TERESA PETRICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JOHN SPHON

    TRUSTEE/FORMER PRESIDENT & CEO OF EXCELA HEALTH

    Total calculated
    $462,921
    From this org
    $0
    From related orgs
    $435,322
    Other
    $27,599
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,174 related
    Bonus
    $0
    Other
    $0 + $248,148 related
    Deferred
    $0 + $23,413 related
    Nontaxable benefits
    $0 + $4,186 related
    Filer's total
    $0 + $462,921 related

  • DEBRA THOMPSON PHD RN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • DAVID ROTTINGHAUS

    PHYSICIAN & PROVIDER NETWORK PRESIDENT

    Total calculated
    $659,760
    From this org
    $633,696
    From related orgs
    $0
    Other
    $26,064
    Hours/week
    40 + 20 related

    Schedule J breakdown matched by us

    Base
    $632,325
    Bonus
    $0
    Other
    $1,371
    Deferred
    $4,950
    Nontaxable benefits
    $21,114
    Filer's total
    $659,760

  • NORMAN K BEALS

    CHIEF WELLNESS OFFICER

    Total calculated
    $314,781
    From this org
    $292,583
    From related orgs
    $0
    Other
    $22,198
    Hours/week
    40 + 20 related

    Schedule J breakdown matched by us

    Base
    $292,583
    Bonus
    $0
    Other
    $0
    Deferred
    $3,640
    Nontaxable benefits
    $18,558
    Filer's total
    $314,781

  • MICHAEL FIORINA DO

    ASSISTANT CHIEF MEDICAL OFFICER

    Total calculated
    $466,232
    From this org
    $439,813
    From related orgs
    $0
    Other
    $26,419
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $439,813
    Bonus
    $0
    Other
    $0
    Deferred
    $4,950
    Nontaxable benefits
    $21,469
    Filer's total
    $466,232

  • KAREN ALLEN

    PRESIDENT, BUTLER MEMORIAL & CLARION HOSPITALS

    Total calculated
    $530,156
    From this org
    $503,584
    From related orgs
    $0
    Other
    $26,572
    Hours/week
    40 + 20 related

    Schedule J breakdown matched by us

    Base
    $500,020
    Bonus
    $0
    Other
    $3,564
    Deferred
    $4,950
    Nontaxable benefits
    $21,622
    Filer's total
    $530,156

  • THOMAS GENEVRO

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $401,185
    From this org
    $374,593
    From related orgs
    $0
    Other
    $26,592
    Hours/week
    40 + 20 related

    Schedule J breakdown matched by us

    Base
    $373,660
    Bonus
    $0
    Other
    $933
    Deferred
    $4,950
    Nontaxable benefits
    $21,642
    Filer's total
    $401,185

  • KATHY SELVAGGI

    CHIEF COMMUNITY HEALTH OFFICER

    Total calculated
    $310,723
    From this org
    $287,794
    From related orgs
    $0
    Other
    $22,929
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $287,794
    Bonus
    $0
    Other
    $0
    Deferred
    $4,158
    Nontaxable benefits
    $18,771
    Filer's total
    $310,723

  • ROGER LUTZ

    CHIEF INFORMATION OFFICER

    Total calculated
    $404,783
    From this org
    $378,451
    From related orgs
    $0
    Other
    $26,332
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $311,239
    Bonus
    $0
    Other
    $67,212
    Deferred
    $4,950
    Nontaxable benefits
    $21,382
    Filer's total
    $404,783

  • HILARY HARLAN

    CHIEF COMPLIANCE OFFICER

    Total calculated
    $204,552
    From this org
    $187,498
    From related orgs
    $0
    Other
    $17,054
    Hours/week
    45 + 15 related

    Schedule J breakdown matched by us

    Base
    $148,208
    Bonus
    $0
    Other
    $39,290
    Deferred
    $300
    Nontaxable benefits
    $16,754
    Filer's total
    $204,552

  • THOMAS S ALBANESI JR CPA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $537,275
    From this org
    $0
    From related orgs
    $503,655
    Other
    $33,620
    Hours/week
    20 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,255 related
    Bonus
    $0
    Other
    $0 + $7,400 related
    Deferred
    $0 + $18,086 related
    Nontaxable benefits
    $0 + $15,534 related
    Filer's total
    $0 + $537,275 related

  • CAROL J FOX MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $534,022
    From this org
    $0
    From related orgs
    $511,325
    Other
    $22,697
    Hours/week
    20 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $503,855 related
    Bonus
    $0
    Other
    $0 + $7,470 related
    Deferred
    $0 + $21,258 related
    Nontaxable benefits
    $0 + $1,439 related
    Filer's total
    $0 + $534,022 related

  • RANDY TEWKSBURY

    EXEC DIRECTOR OF REVENUE CYCLE

    Total calculated
    $235,053
    From this org
    $216,371
    From related orgs
    $0
    Other
    $18,682
    Hours/week
    45 + 15 related

    Schedule J breakdown matched by us

    Base
    $212,441
    Bonus
    $0
    Other
    $3,930
    Deferred
    $0
    Nontaxable benefits
    $18,682
    Filer's total
    $235,053

  • MELINDA HILDEBRANDT

    CNO

    Total calculated
    $221,410
    From this org
    $211,143
    From related orgs
    $0
    Other
    $10,267
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $210,137
    Bonus
    $650
    Other
    $356
    Deferred
    $3,192
    Nontaxable benefits
    $7,075
    Filer's total
    $221,410

  • MATTHEW SCHNUR

    PHARMACIST

    Total calculated
    $225,102
    From this org
    $201,150
    From related orgs
    $0
    Other
    $23,952
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,983
    Bonus
    $0
    Other
    $167
    Deferred
    $3,131
    Nontaxable benefits
    $20,821
    Filer's total
    $225,102

  • DAVID DILLON

    CHIEF INTEGRATION OFFICER

    Total calculated
    $400,395
    From this org
    $379,388
    From related orgs
    $0
    Other
    $21,007
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $379,388
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $21,007
    Filer's total
    $400,395

  • PAMELA HEPP ESQ

    GENERAL COUNSEL

    Total calculated
    $490,713
    From this org
    $489,925
    From related orgs
    $0
    Other
    $788
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $487,603
    Bonus
    $2,322
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $788
    Filer's total
    $490,713

  • STEVEN DAVIS

    FORMER PRESIDENT CLARION HEALTH

    Total calculated
    $514,395
    From this org
    $493,486
    From related orgs
    $0
    Other
    $20,909
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $122,040
    Bonus
    $0
    Other
    $371,446
    Deferred
    $0
    Nontaxable benefits
    $20,909
    Filer's total
    $514,395

  • ERIC HUSS

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $485,957
    From this org
    $478,650
    From related orgs
    $0
    Other
    $7,307
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $82,903
    Bonus
    $0
    Other
    $395,747
    Deferred
    $0
    Nontaxable benefits
    $7,307
    Filer's total
    $485,957

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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, LINES 4A-B
4(B) THE ORGANIZATION UTILIZES A SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) TO RECRUIT AND RETAIN LEADERSHIP TALENT. VESTING PERIODS ARE 5 AND 10 YEARS, FOR ALL EXECUTIVES, WITH THE EXCEPTION OF THE PRESIDENT/CEO, AT AGE 65. THE THIRD VESTING PERIOD FOR THE PRESIDENT/CEO IS AGE 60. ELIGIBLE EXECUTIVES RECEIVE DISTRIBUTIONS UPON REACHING THE VESTING PERIODS. ALL CONTRIBUTIONS TO THE SERP HAVE BEEN REPORTED PREVIOUSLY AND ARE REPORTED ANNUALLY. THE ANNUAL ACCRUAL AMOUNTS FOR CALENDAR YEAR 2023 WERE: KENNETH P DEFURIO, $351,888; DAVID ROTTINGHAUS, $35,024; KAREN ALLEN, $37,859; THOMAS GENEVRO, $37,700; ROGER LUTZ, $33,227; MICHAEL FIORINA, DO, $24,991; KATHY SELVAGGI, $20,407. DURING CALENDAR YEAR 2023, ERIC HUSS RECEIVED A SERP PAYOUT OF $73,063 AND STEVEN DAVIS RECEIVED A SERP PAYOUT OF $73,201. DURING CALENDAR YEAR 2023, ERIC HUSS RECEIVED SEVERANCE IN THE AMOUNT OF $322,683 AND STEVEN DAVIS RECEIVED SEVERANCE IN THE AMOUNT OF $232,440.
PART I, LINE 7
EMPLOYEES ARE ELIGIBLE AND RECEIVED BONUS COMPENSATION. BONUSES ARE NOT GUARANTEED AND ARE AWARDED BASED ON BOARD APPROVED METRICS WHICH INCLUDE QUALITY, SERVICES, AND STRATEGIC FINANCIAL PERFORMANCE.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
7 May 2025
IRS schema version
2023v6.0
Source object
202501349349303525

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