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Nonprofiteer
← ERIE FAMILY HEALTH CENTER INC

Form 990 for tax year 2023

Filed by ERIE FAMILY HEALTH CENTER INC.

Totals

Total revenue
$122,213,003
Total expenses
$110,619,316
Contributions and grants received
$38,861,588
Grants paid
$38,130
Program service revenue
$81,072,239
Investment income
$2,260,005
Other revenue
$19,171
Total assets, end of year
$126,046,512
Total liabilities, end of year
$23,771,697
Net assets or fund balances, end of year
$102,274,815
Program services expenses (Part IX)
$95,561,501
Management and general expenses
$13,639,907
Fundraising expenses
$1,417,908
Program service expenses (Part III)
$95,561,501

Program services were 86.4% 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.

  • 1a · Federated campaigns

    $40,000

  • 1c · Fundraising events

    $279,039

  • 1d · Related organizations

    $1,991,694

  • 1e · Government grants (contributions)

    $15,883,262

  • 1f · All other contributions, gifts and grants

    $20,667,593

  • 1g · Noncash contributions included above

    $178,976

  • 2a · Program service revenue: MEDICARE/MEDICAID/COMMERCIAL/COVID19 UNINSURED PAYMENTS

    total $53,044,264 · related or exempt $53,044,264 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: SELF PAY

    total $827,749 · related or exempt $827,749 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: 340B

    total $24,345,505 · related or exempt $24,345,505 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: MANAGED CARE RELATED

    total $4,493,517 · related or exempt $4,493,517 · unrelated business $0 · excluded $0

  • 2e · Program service revenue: ACCOUNTABLE CARE ORGANIZATION REVENUE

    total -$1,597,654 · related or exempt -$1,597,654

  • 2f · All other program service revenue

    total -$41,142 · related or exempt -$41,142 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $2,372,282 · related or exempt $0 · unrelated business $0 · excluded $2,372,282

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6a · Gross rents

    real property $8,475

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $8,475 · personal property $0

  • 6d · Net rental income or loss

    total $8,475 · related or exempt $8,475 · unrelated business $0 · excluded $0

  • 7a · Gross sales of assets other than inventory

    securities $10,192,728 · other assets $0

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

    securities $10,305,005 · other assets $0

  • 7c · Gain or loss

    securities -$112,277 · other assets $0

  • 7d · Net gain or loss

    total -$112,277 · related or exempt $0 · unrelated business $0 · excluded -$112,277

  • 8a · Fundraising events: gross income

    $32,482

  • 8a · Fundraising events: contributions included on line 1c

    $279,039

  • 8b · Fundraising events: direct expenses

    $54,219

  • 8c · Net income from fundraising events

    total -$21,737 · unrelated business $0 · excluded -$21,737

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11a · Other revenue: Other Revenue

    total $32,433 · related or exempt $7,192 · unrelated business $0 · excluded $25,241

  • 11b · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11c · Other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $32,433

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $38,130 · program services $38,130

  • 5 · Compensation of officers, directors and key employees

    total $1,708,590 · program services $210,232 · management and general $1,498,358

  • 7 · Other salaries and wages

    total $62,946,922 · program services $56,996,020 · management and general $4,910,471 · fundraising $1,040,431

  • 8 · Pension plan contributions

    total $1,006,839 · program services $793,094 · management and general $196,846 · fundraising $16,899

  • 9 · Other employee benefits

    total $5,720,275 · program services $4,711,805 · management and general $905,726 · fundraising $102,744

  • 10 · Payroll taxes

    total $4,546,147 · program services $4,097,435 · management and general $375,147 · fundraising $73,565

  • 11b · Fees: legal

    total $399,424 · management and general $399,424

  • 11c · Fees: accounting

    total $139,908 · management and general $139,908

  • 11e · Fees: professional fundraising services

    total $19,583 · fundraising $19,583

  • 11f · Fees: investment management

    total $62,512 · management and general $62,512

  • 11g · Fees: other

    total $7,759,001 · program services $3,432,434 · management and general $4,206,934 · fundraising $119,633

  • 12 · Advertising and promotion

    total $101,835 · program services $30,171 · management and general $71,664

  • 13 · Office expenses

    total $440,762 · program services $301,889 · management and general $122,816 · fundraising $16,057

  • 14 · Information technology

    total $4,237,694 · program services $3,962,883 · management and general $258,914 · fundraising $15,897

  • 16 · Occupancy

    total $2,798,804 · program services $2,727,332 · management and general $71,472

  • 17 · Travel

    total $63,875 · program services $53,202 · management and general $7,845 · fundraising $2,828

  • 19 · Conferences, conventions and meetings

    total $138,010 · program services $44,046 · management and general $86,785 · fundraising $7,179

  • 20 · Interest

    total $119,651 · program services $119,651

  • 22 · Depreciation, depletion and amortization

    total $4,365,224 · program services $4,355,992 · management and general $9,232

  • 23 · Insurance

    total $431,881 · program services $129,482 · management and general $302,399

  • 24a · Other expenses: PHARMACEUTICALS

    total $10,717,399 · program services $10,717,399

  • 24b · Other expenses: VACCINES, MEDICAL AND LAB SUPPLIES

    total $1,890,864 · program services $1,890,864

  • 24c · Other expenses: SECURITY SERVICES

    total $287,804 · program services $287,804

  • 24d · Other expenses: EQUIPMENT RENTAL & MAINTENANCE

    total $206,208 · program services $206,208

  • 24e · All other expenses

    total $471,974 · program services $455,428 · management and general $13,454 · fundraising $3,092

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $31,390,321 · end of year $11,621,965

  • 2 · Savings and temporary cash investments

    beginning of year $36,130 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $3,295,040 · end of year $1,575,383

  • 4 · Accounts receivable

    beginning of year $7,624,054 · end of year $7,717,016

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $3,391,000 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $635,043 · end of year $556,504

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,117,803 · end of year $856,572

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

    $46,780,305

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

    $30,353,786

  • 10c · Land, buildings and equipment, net

    beginning of year $17,658,403 · end of year $16,426,519

  • 11 · Investments: publicly traded securities

    beginning of year $23,803,949 · end of year $66,409,236

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $1,655,153 · end of year $57,500

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $20,889,376 · end of year $20,825,817

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,550,038 · end of year $15,684,926

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $200,000 · end of year $3,197,163

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $4,800,000 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,346,589 · end of year $4,889,608

  • 27 · Net assets without donor restrictions

    beginning of year $79,925,306 · end of year $95,037,940

  • 28 · Net assets with donor restrictions

    beginning of year $6,674,339 · end of year $7,236,875

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

MOTIVATED BY THE BELIEF THAT HEALTHCARE IS A HUMAN RIGHT, ERIE FAMILY HEALTH CENTERS, INC. (ERIE) PROVIDES HIGH QUALITY, AFFORDABLE CARE TO SUPPORT HEALTHIER PEOPLE, FAMILIES AND COMMUNITIES. ERIE'S MISSION IS AN OUTGROWTH OF THE CIVIL RIGHTS MOVEMENT, AND FOR MORE THAN 60 YEARS OUR COMMITMENT TO EQUITY AND JUSTICE HAS REMAINED STEADFAST. OUR VISION OF "ALL PEOPLE LIVING THEIR HEALTHIEST LIVES" DEMANDS THAT WE EXAMINE AND WORK TO ADDRESS THE SOCIAL DRIVERS OF HEALTH AND STRUCTURAL BARRIERS THAT ARE THE ROOT CAUSES OF INEQUITY IN OUR COMMUNITIES.

Activities or mission (Part I)

OPERATE A HEALTHCARE CENTER TO SERVE A LARGELY MEDICALLY UNDER-SERVED POPULATION IN CHICAGO METROPOLITAN AREA.

  • ERIE FAMILY HEALTH CENTER (ERIE), A FEDERALLY QUALIFIED HEALTH CENTER, IS A REGIONAL HEALTHCARE RESOURCE FOR MORE THAN 92,000 PATIENTS, MOSTLY LOW-INCOME, WHO ARE SERVED IN THE CHICAGO AREA AT THIRTEEN LOCATIONS: SEVEN LARGE PRIMARY CARE CENTERS, FIVE SCHOOL-BASED HEALTH CENTERS AND OUR TEEN CENTER-THE REGION'S OLDEST AND LARGEST HEALTH CENTER DEDICATED TO ADOLESCENTS. SINCE THE ONSET OF THE COVID-19 HEALTH CRISIS, ERIE HAS ALSO OFFERED TELEHEALTH SERVICES TO ASSURE CONTINUOUS, SAFE ACCESS TO ESSENTIAL HEALTHCARE. TO EMPOWER OUR MISSION AND VISION AND TO FULFILL ERIE'S VALUES OF SOCIAL JUSTICE, IMPACT, EXCELLENCE, RELATIONSHIPS, AND LEARNING, ERIE PROVIDES A COMPREHENSIVE ARRAY OF HEALTH SERVICES TO PROMOTE LIFELONG WELLNESS AMONG THE COMMUNITY'S MOST VULNERABLE MEMBERS. SINCE GROWING FROM A ONE-ROOM LOCATION IN 1957, ERIE HAS SUSTAINED OUR COMMITMENT TO HELPING MEET THE NEEDS OF RESIDENTS IN DISINVESTED COMMUNITIES. UNIQUELY POSITIONED TO MEET THE NEEDS OF COMMUNITY MEMBERS. ERIE HEALTH CENTERS OFFER A WIDE RANGE OF HIGH QUALITY, AFFORDABLE SERVICES, INCLUDING INTEGRATED MEDICAL, ORAL, AND BEHAVIORAL HEALTHCARE; CHRONIC DISEASE MANAGEMENT; VACCINES AND FLU SHOTS; HIV TESTING; STI TESTING/TREATMENT; PRENATAL CARE; AND REPRODUCTIVE HEALTH SERVICES, WITH PROGRAMS INTENTIONALLY DESIGNED TO MEET THE NEEDS OF ERIE'S INDIVIDUAL PATIENTS. ERIE PROVIDES ACCESS TO AFFORDABLE, HOLISTIC, AND HIGH-QUALITY HEALTHCARE FOR PEOPLE EXPERIENCING POVERTY AND MULTIPLE OBSTACLES TO GOOD HEALTH. ERIE WILL CONTINUE TO INVEST IN EFFORTS TO ENSURE STAFF ARE REFLECTIVE OF THOSE IT SERVES, WHICH WILL, IN TURN, PROVIDE ECONOMIC STIMULUS TO THE COMMUNITIES ERIE SERVES. RECOGNIZING THAT FACTORS IN OUR PATIENTS' LIVES HAVE A DEEP IMPACT ON THEIR HEALTH AND WELL-BEING, ERIE OFFERS A ROBUST ARRAY OF EDUCATION AND SUPPORT SERVICES BEYOND OUR EXAM ROOMS AND HEALTH CENTER WALLS. THESE INCLUDE, AMONG OTHERS, ONE ON- ONE AND PERSONALIZED HEALTH EDUCATION AND SUPPORT SERVICES, HEALTHCARE NAVIGATION FOR INSURANCE BENEFITS AND ENROLMENT. ERIE ALSO SCREENS PATIENTS FOR THE SOCIAL DRIVERS OF HEALTH-CONDITIONS IN THE ENVIRONMENTS IN WHICH THEY WORK AND LIVE THAT AFFECT HEALTH-AND LINKS THEM TO COMMUNITY RESOURCES SUCH AS HOUSING ASSISTANCE, FOOD AND BABY SUPPLIES. ERIE CONTINUES TO STRIVE TOWARD ACHIEVING THE HIGH-QUALITY OUTCOMES THAT HAVE PLACED IT IN THE TOP TIER OF HEALTH CENTERS. IN 2024, ERIE RECEIVED THE GOLD AWARD AS A HEALTH CENTER QUALITY LEADER FROM THE U.S. HEALTH RESOURCES AND SERVICES ADMINISTRATION (HRSA), PLACING ERIE IN THE TOP 10% OF COMMUNITY HEALTH CENTERS NATIONALLY. FURTHER, ERIE DELIVERS MORE BABIES THAN ANY OTHER COMMUNITY HEALTH CENTER IN ILLINOIS AND RANKS IN THE TOP 1% NATIONALLY FOR NUMBER OF DELIVERIES. A LEADER IN TRAINING THE NEXT GENERATION OF HEALTHCARE PROVIDERS, IN 2023 ERIE PARTNERED WITH TOP ACADEMIC MEDICAL CENTERS TO OFFER ONSITE MEDICAL TRAINING THROUGH NINE RESIDENCY AND FELLOWSHIP PROGRAMS. THESE INCLUDE RESIDENCIES IN FAMILY MEDICINE, INTERNAL MEDICINE, AND PEDIATRICS; A FELLOWSHIP IN PULMONOLOGY; AND A FELLOWSHIP PROGRAM FOR NURSE PRACTITIONERS AND NURSE MIDWIVES. IN ADDITION, ERIE PROVIDES TRAINING FOR MEDICAL AND DENTAL STUDENTS. IN TOTAL, ERIE TRAINS MORE THAN 250 PROVIDERS AT ITS HEALTH CENTER SITES ANNUALLY. ERIE ALSO OFFERS A MEDICAL ASSISTANT TRAINING PROGRAM THAT EDUCATES STUDENTS FOR CERTIFICATION AS MEDICAL ASSISTANTS AND PREPARES THEM TO WORK AS PART OF A CARE TEAM IN A COMMUNITY HEALTH SETTING.

    Expenses $95,561,501 · Grants $38,130 · Revenue $81,087,906

As filed on the 2023 return.

Listed in Part VII

  • Brian P Marsella

    BOARD CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Celeste Castillo

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Rosalie Alicea

    Vice-Chair

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • William G Kistner

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Alice Setrini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Betzy Berganza

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Carolyn Dickens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric Mayeda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ernest Chang

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Iman Emamifard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jill Simon Svoboda

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Judy Mendez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Katherine Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Linda Cushman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Lisa Dykstra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Matt Aaronson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Boyd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Cole

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Bock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Rev Edward Sarden

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Romanowski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amy Valukas

    Chief Population Health Officer

    Total calculated
    $302,137
    From this org
    $276,709
    From related orgs
    $0
    Other
    $25,428
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $208,430
    Bonus
    $29,798
    Other
    $38,481
    Deferred
    $24,818
    Nontaxable benefits
    $610
    Filer's total
    $302,137

  • Caroline M Hoke

    CHIEF CLINICAL OFFICER

    Total calculated
    $443,595
    From this org
    $399,614
    From related orgs
    $0
    Other
    $43,981
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $336,748
    Bonus
    $47,372
    Other
    $15,494
    Deferred
    $15,000
    Nontaxable benefits
    $28,981
    Filer's total
    $443,595

  • David C Bruce

    CHIEF FINANCIAL OFFICER

    Total calculated
    $351,375
    From this org
    $304,325
    From related orgs
    $0
    Other
    $47,050
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $242,055
    Bonus
    $35,176
    Other
    $27,094
    Deferred
    $26,516
    Nontaxable benefits
    $20,534
    Filer's total
    $351,375

  • Lee Francis

    PRESIDENT & CEO

    Total calculated
    $534,523
    From this org
    $449,586
    From related orgs
    $0
    Other
    $84,937
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $323,622
    Bonus
    $74,246
    Other
    $51,718
    Deferred
    $83,250
    Nontaxable benefits
    $1,687
    Filer's total
    $534,523

  • Nicole Kazee

    Chief Strategy and Transformation Officer

    Total calculated
    $263,852
    From this org
    $247,426
    From related orgs
    $0
    Other
    $16,426
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $212,127
    Bonus
    $28,694
    Other
    $6,605
    Deferred
    $15,316
    Nontaxable benefits
    $1,110
    Filer's total
    $263,852

  • Robin Varnado

    Chief Operating Officer (as of 1/2024)

    Total calculated
    $167,522
    From this org
    $151,722
    From related orgs
    $0
    Other
    $15,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,228
    Bonus
    $14,889
    Other
    $10,605
    Deferred
    $3,020
    Nontaxable benefits
    $12,780
    Filer's total
    $167,522

  • Victoria Whildin

    Chief Operating Officer (through 1/2024)

    Total calculated
    $253,758
    From this org
    $233,895
    From related orgs
    $0
    Other
    $19,863
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,496
    Bonus
    $27,868
    Other
    $12,531
    Deferred
    $4,494
    Nontaxable benefits
    $15,369
    Filer's total
    $253,758

  • Alissa Carlson

    Clinical Director Prentice Womens Hospital

    Total calculated
    $287,891
    From this org
    $280,997
    From related orgs
    $0
    Other
    $6,894
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,213
    Bonus
    $14,791
    Other
    $12,993
    Deferred
    $6,439
    Nontaxable benefits
    $455
    Filer's total
    $287,891

  • Andy Ewbank

    OB/GYN Physician

    Total calculated
    $334,844
    From this org
    $287,295
    From related orgs
    $0
    Other
    $47,549
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $277,474
    Bonus
    $9,821
    Other
    $0
    Deferred
    $6,317
    Nontaxable benefits
    $41,232
    Filer's total
    $334,844

  • Catherine Te Chen

    OB/GYN Physician

    Total calculated
    $310,423
    From this org
    $280,707
    From related orgs
    $0
    Other
    $29,716
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,721
    Bonus
    $16,962
    Other
    $10,024
    Deferred
    $5,660
    Nontaxable benefits
    $24,056
    Filer's total
    $310,423

  • Elaine Aguinaldo

    OB/GYN Physician

    Total calculated
    $328,276
    From this org
    $282,049
    From related orgs
    $0
    Other
    $46,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,486
    Bonus
    $9,430
    Other
    $8,133
    Deferred
    $6,025
    Nontaxable benefits
    $40,202
    Filer's total
    $328,276

  • Michelle Eichinger

    OB/GYN Physician

    Total calculated
    $336,495
    From this org
    $329,782
    From related orgs
    $0
    Other
    $6,713
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $297,061
    Bonus
    $10,221
    Other
    $22,500
    Deferred
    $6,312
    Nontaxable benefits
    $401
    Filer's total
    $336,495

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
  • 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)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ERIE FAMILY HEALTH CENTER HAS ESTABLISHED A SUPPLEMENTAL NONQUALIFIED §457(F) RETIREMENT PLAN THAT ALLOWS FOR CERTAIN INDIVIDUALS TO PARTICIPATE IN THE PLAN. THE FOLLOWING INDIVIDUALS RECEIVED DEFERRALS TO THE PLAN DURING CALENDAR YEAR 2023. THESE DEFERRALS ARE REPORTED ON SCHEDULEJ, PART II, COLUMN (C). 1. AMY VALUKAS - $20,000 2. CAROLINE M HOKE - $15,000 3. DAVID BRUCE - $20,000 4. LEE FRANCIS - $75,000 5. MELISSA HILTON - $15,000 6. NICOLE KAZEE - $10,000 THE FOLLOWING INDIVIDUALS RECEIVED DISTRIBUTIONS FROM THE PLAN DURING CALENDAR YEAR 2023. THESE DISTRIBUTIONS ARE REPORTED ON SCHEDULEJ, PART II, COLUMNS (B)iii AND (F). 1. AMY VALUKAS - $14,881 2. CAROLINE M HOKE - $10,000 3. DAVID BRUCE - $16,046 4. LEE FRANCIS - $24,174 5. VICTORIA WHILDIN - $5,000 6. MELISSA HILTON - $10,833 7.NICOLE KAZEE - $5,405

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.

  • ERIE TITLE HOLDING COMPANY

    501(c)(2) · TITLE HOLDING ENTITY FOR ERIE FAMILY HEALTH CENTER · IL · controlled entity

    Directly controlled by ERIE FAMILY HEALTH CENTER

  • ERIE FAMILY HEALTH FOUNDATION INC

    501(c)(3) · Support Erie Family Health Center · IL · controlled entity

    Directly controlled by Erie Family Health Center

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202531339349307323

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