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Nonprofiteer
← CAPITAL HEALTH LIFE INC

Form 990 for tax year 2022

Filed by CAPITAL HEALTH LIFE INC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 27 August 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$15,292,947
Total expenses
$11,875,610
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$9,635,409
Management and general expenses
$2,240,201
Fundraising expenses
$0
Program service expenses (Part III)
$9,635,409

Program services were 81.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BENJAMIN CARTER

    TRUSTEE THR 12/22,TRINITY EVP & COO

    Total calculated
    $2,857,735
    From this org
    $0
    From related orgs
    $2,758,940
    Other
    $98,795
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,408,317 related
    Bonus
    $0 + $910,000 related
    Other
    $0 + $440,623 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $80,495 related
    Filer's total
    $0 + $2,857,735 related

  • DANIEL MOEN

    TRUSTEE, SFMC PRES & CEO THR 12/22

    Total calculated
    $756,511
    From this org
    $0
    From related orgs
    $684,723
    Other
    $71,788
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $649,940 related
    Bonus
    $0
    Other
    $0 + $34,783 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $58,063 related
    Filer's total
    $0 + $756,511 related

  • C JAMES ROMANO MD

    CHIEF MEDICAL OFFICER THROUGH 12/22

    Total calculated
    $718,331
    From this org
    $0
    From related orgs
    $675,648
    Other
    $42,683
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,534 related
    Bonus
    $0 + $277,582 related
    Other
    $0 + $8,532 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $24,383 related
    Filer's total
    $0 + $718,331 related

  • DAVID DAFILOU

    TRUSTEE AT 12/22; CAPITAL HEALTH CPO

    Total calculated
    $674,842
    From this org
    $0
    From related orgs
    $637,658
    Other
    $37,184
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,440 related
    Bonus
    $0 + $227,217 related
    Other
    $0 + $31,001 related
    Deferred
    $0 + $3,100 related
    Nontaxable benefits
    $0 + $34,084 related
    Filer's total
    $0 + $674,842 related

  • ERIC SCHWARTZ MD

    TRUSTEE AT 12/22;CAPITAL HEALTH PHYS

    Total calculated
    $594,756
    From this org
    $0
    From related orgs
    $557,703
    Other
    $37,053
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $393,663 related
    Bonus
    $0 + $128,716 related
    Other
    $0 + $35,324 related
    Deferred
    $0 + $3,100 related
    Nontaxable benefits
    $0 + $33,953 related
    Filer's total
    $0 + $594,756 related

  • CATHERINE MIKUS

    SECY THR2/22;TRINITY MID-ATLANTIC VP

    Total calculated
    $543,173
    From this org
    $0
    From related orgs
    $485,120
    Other
    $58,053
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $338,392 related
    Bonus
    $0 + $86,262 related
    Other
    $0 + $60,466 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $35,178 related
    Filer's total
    $0 + $543,173 related

  • MARK KELLY

    TREA, SFMC VP OF FIN & CFO THR 12/22

    Total calculated
    $409,917
    From this org
    $0
    From related orgs
    $364,537
    Other
    $45,380
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,673 related
    Bonus
    $0 + $115,236 related
    Other
    $0 + $1,628 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $27,080 related
    Filer's total
    $0 + $409,917 related

  • CHRISTOPHER WAACK

    TRUSTEE AT 12/22;CAPITAL HEALTH CNSL

    Total calculated
    $385,994
    From this org
    $0
    From related orgs
    $354,176
    Other
    $31,818
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,300 related
    Bonus
    $0 + $79,237 related
    Other
    $0 + $639 related
    Deferred
    $0 + $3,050 related
    Nontaxable benefits
    $0 + $28,768 related
    Filer's total
    $0 + $385,994 related

  • RACHEL LIEBMAN

    ASSOCIATE MEDICAL DIRECTOR

    Total calculated
    $325,027
    From this org
    $0
    From related orgs
    $305,520
    Other
    $19,507
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $279,156 related
    Bonus
    $0 + $26,000 related
    Other
    $0 + $364 related
    Deferred
    $0 + $1,545 related
    Nontaxable benefits
    $0 + $17,962 related
    Filer's total
    $0 + $325,027 related

  • SUGANTHINI UMAKANTHAN

    PHYSICIAN

    Total calculated
    $295,793
    From this org
    $0
    From related orgs
    $253,004
    Other
    $42,789
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $228,039 related
    Bonus
    $0 + $23,500 related
    Other
    $0 + $1,465 related
    Deferred
    $0 + $11,632 related
    Nontaxable benefits
    $0 + $31,157 related
    Filer's total
    $0 + $295,793 related

  • LISA ZAVORSKI

    EXECUTIVE DIRECTOR

    Total calculated
    $201,565
    From this org
    $0
    From related orgs
    $171,442
    Other
    $30,123
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $154,170 related
    Bonus
    $0 + $16,406 related
    Other
    $0 + $866 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $30,123 related
    Filer's total
    $0 + $201,565 related

  • HEATHER LAUGHLAND

    NURSE PRACTITIONER

    Total calculated
    $170,962
    From this org
    $0
    From related orgs
    $151,154
    Other
    $19,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $136,799 related
    Bonus
    $0 + $14,249 related
    Other
    $0 + $106 related
    Deferred
    $0 + $2,312 related
    Nontaxable benefits
    $0 + $17,496 related
    Filer's total
    $0 + $170,962 related

  • MARGARET NUCERO-SCHRADER

    NURSE PRACTITIONER

    Total calculated
    $158,218
    From this org
    $0
    From related orgs
    $150,364
    Other
    $7,854
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $139,567 related
    Bonus
    $0 + $8,617 related
    Other
    $0 + $2,180 related
    Deferred
    $0 + $6,683 related
    Nontaxable benefits
    $0 + $1,171 related
    Filer's total
    $0 + $158,218 related

  • ALIREZA MAGHAZEHE

    TTEE AT 12/22;CAPITAL HLTH PRES/CEO

    Total calculated
    $0
    Hours/week
    1 + 54 related

  • SHANE FLEMING

    TRUSTEE AT 12/22; CAPITAL HEALTH CFO

    Total calculated
    $0
    Hours/week
    1 + 54 related

  • JOSEPH YOUNGBLOOD II PHD

    TRUSTEE, CHAIR THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARY GEARY

    TRUSTEE, VICE CHAIR THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRIAN BENNETT

    TRUSTEE THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SAMUEL FRISBY

    TRUSTEE THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LILLIAN HARRINGTON MPF

    TRUSTEE THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ZAKARIA MANIYA

    TRUSTEE THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MONSIGNOR WALTER NOLAN

    TRUSTEE THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • COLLEEN WOODS

    TRUSTEE THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 1 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 — 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
  • 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)

PART I, LINE 3
CAPITAL HEALTH LIFE WAS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. CAPITAL HEALTH LIFE'S PRESIDENT WAS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF CAPITAL HEALTH LIFE'S PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ORGANIZATION IS AN AFFILIATE WITHIN CAPITAL HEALTH SYSTEM AND AFFILIATES ("SYSTEM") A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM WHICH INCLUDES CAPITAL HEALTH SYSTEM, INC. ("CHS"). THIS FILING ORGANIZATION ITSELF HAS NO PAID SENIOR MANAGEMENT PERSONNEL RECEIVING COMPENSATION DIRECTLY FROM THIS ORGANIZATION. ACCORDINGLY, THE HOSPITAL'S BOARD OF DIRECTORS HAS AN EXECUTIVE COMPENSATION COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF ALL OF THE ORGANIZATION'S SENIOR MANAGEMENT AND OTHERS, INCLUDING THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND OTHER OFFICERS OF THE ORGANIZATION, PHYSICIANS, AND ANY OTHER DISQUALIFIED PERSONS. IT ALSO REVIEWS AND APPROVES EMPLOYMENT AGREEMENTS FOR THE COVERED EMPLOYEES AND DISQUALIFIED PERSONS. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF EACH SUCH INDIVIDUAL IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ARE INTENDED FOR THE ORGANIZATION TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF THE SENIOR MANAGEMENT TEAM. REBUTTAL PRESUMPTION REQUIREMENTS HAVE GUIDED THE ACTIVITIES OF THE COMMITTEE IN ALL OF ITS REVIEWS, DELIBERATIONS AND APPROVAL OF EXECUTIVE COMPENSATION ACTIONS FOR ALL OF THE COVERED EMPLOYEES AND DISQUALIFIED PERSONS. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF DIRECTORS EACH OF WHOM IS INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE RELIED UPON COMPARABILITY MARKET DATA PROVIDED BY ITS INDEPENDENT COMPENSATION CONSULTANT FROM COMPARABLE HEALTHCARE AND HOSPITAL PEERS BASED ON TAX-EXEMPT STATUS, REVENUE, LOCATION, SERVICES, AND OTHER FACTORS TO ENSURE THE EXECUTIVES' COMPENSATION IS REPRESENTATIVE OF THE EXECUTIVE TALENT MARKET AND COMPARED TO WHAT IS ORDINARILY PAID FOR LIKE SERVICES BY LIKE ENTERPRISES UNDER LIKE CIRCUMSTANCES" AS REFERENCED UNDER IRS REGULATIONS. CONTEMPORANEOUS MINUTES ARE COMPILED AND APPROVED FOR ALL COMMITTEE DELIBERATIONS. THESE ARE SUPPORTED BY THE WRITTEN DOCUMENTATION OF ALL PEER AND MARKET COMPENSATION STUDIES, AS WELL AS DETAILED PERFORMANCE JUSTIFICATION USED AS THE BASIS FOR AWARDS UNDER THE ORGANIZATION'S INCENTIVE PROGRAMS. RECOGNIZING THE NEED TO CONSIDER RETIREMENT PLANNING FOR ITS SENIOR MANAGEMENT AS A MEANS TO AID IN THEIR RETENTION, THE COMMITTEE MAINTAINS A FORM OF LONGTERM NON-QUALIFIED DEFERRED COMPENSATION (REFERRED TO AS THE "PERFORMANCE-BASED CAPITAL ACCUMULATION PLAN", OR "PBCAP"), WHICH IS PART OF THE CAPITAL HEALTH SYSTEM NON-QUALIFIED 457(F) DEFERRED COMPENSATION PLAN. PBCAP PROVIDES THE ORGANIZATION WITH AN ADDITIONAL TOOL TO ASSIST IN THE RECRUITMENT AND RETENTION OF SENIOR MANAGEMENT WITHIN THE HIGHLY COMPETITIVE HEALTHCARE LABOR MARKET. PBCAP PROVIDES SENIOR MANAGEMENT WITH THE OPPORTUNITY TO QUALIFY FOR ANNUAL DEFERRED CONTRIBUTIONS, BASED ON ACHIEVING SPECIFIED PERFORMANCE TARGETS AND MEETING ESTABLISHED CIRCUIT BREAKERS, TO BE PAID AT A FUTURE PRE-DETERMINED DATE CONTINGENT UPON CONTINUED SERVICE WITH THE ORGANIZATION. THE COMPENSATION AND BENEFITS OF CERTAIN OTHER INDIVIDUALS CONTAINED IN THIS FORM 990 ARE REVIEWED ANNUALLY BY THE PRESIDENT/CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM ORGANIZATION'S HUMAN RESOURCES DEPARTMENT AND INDEPENDENT COMPENSATION CONSULTANTS IN CONJUNCTION WITH THE INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR, AND IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID BY THE ORGANIZATION. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS.
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. PARTICPANTS' 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: BENJAMIN CARTER - $392,875 CATHERINE MIKUS - $47,970 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. 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 PAYOUTS FOR 2022 FOR THIS PLAN ARE INCLUDED IN COLUMN B (III) OF SCHEDULE J, PART II: DANIEL MOEN - $11,048
PART I, LINE 7
CERTAIN INDIVIDUALS LISTED IN PART VII, SECTION A, LINE 1A RECEIVED INCENTIVE AWARDS DURING CALENDAR YEAR 2022, WHICH INCENTIVE AWARDS ARE REFLECTED IN SCHEDULE J, PART II, COLUMN B(II) AND WERE REPORTED ON EACH SUCH INDIVIDUAL'S 2022 FORM W2, BOX 5, AS TAXABLE MEDICARE WAGES. THESE INCENTIVE AWARDS WERE PAID UNDER THE CAPITAL HEALTH INCENTIVE COMPENSATION PLAN ("ICP"), APPROVED BY THE BOARD COMPENSATION COMMITTEE, AND BASED ON ACHIEVEMENT OF PREESTABLISHED SYSTEMWIDE PERFORMANCE CRITERIA AND METRICS, AS WELL AS MEETING OR EXCEEDING SPECIFIC PERFORMANCE ON "CIRCUIT BREAKERS." THE ICP PROVIDES ELIGIBLE EXECUTIVES WITH THE OPPORTUNITY TO EARN PERFORMANCE BASED COMPENSATION AND IS AN INTEGRAL COMPONENT OF THE ORGANIZATION'S EXECUTIVE COMPENSATION PACKAGE. THE BOARD COMPENSATION COMMITTEE USES THE ICP AS A MECHANISM TO REWARD PERFORMANCE AGAINST ESTABLISHED KEY PERFORMANCE REQUIREMENTS. THE GOALS COVER FINANCIAL AND OPERATIONAL METRICS AND ARE DEFINED EACH YEAR, BASED ON THE DESIRED CONCENTRATION REQUIRED BY THE BOARD COMPENSATION COMMITTEE. THE BOARD COMPENSATION COMMITTEE UNDERTAKES A MIDYEAR REVIEW OF PERFORMANCE TOWARDS ACHIEVEMENT OF EACH GOAL, WHICH ALLOWS THE BOARD COMPENSATION COMMITTEE TO MONITOR HOW KEY PROJECTS ARE BEING HANDLED AND TO MAKE ADJUSTMENTS, IF NECESSARY. PLEASE REFER TO SCHEDULE J, PART II, COLUMN B(II) FOR THIS INFORMATION BY PERSON AND BY AMOUNT.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303189349318030

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