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Nonprofiteer
← HACKENSACK MERIDIAN HEALTH INC

Form 990 for tax year 2023

Filed by HACKENSACK MERIDIAN HEALTH INC.

What the amendment changed

Compared with the return it replaced , filed 15 November 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
$7,466,842,942
Total expenses
$7,143,661,248
Contributions and grants received
$235,107,550
Grants paid
$406,304,521
Program services expenses (Part IX)
$6,403,744,004
Management and general expenses
$717,886,331
Fundraising expenses
$22,030,913
Program service expenses (Part III)
$6,403,744,004

Program services were 89.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ADRIENNE ALQUIROS

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    3
  • ALEXANDER DURAN

    Trustee/Vice Chairperson

    Total calculated
    $0
    Hours/week
    6
  • ALEXANDER TAYLOR

    Trustee/Treasurer

    Total calculated
    $0
    Hours/week
    3
  • ALFRED J SCHIAVETTI JR

    Trustee/Chairperson (T 6/28/2023)

    Total calculated
    $0
    Hours/week
    12 + 3 related
  • AMIE THORNTON

    Trustee/Secretary/Treasurer/Chief Hosp Exec, JFK

    Total calculated
    $803,464
    From this org
    $732,594
    From related orgs
    $0
    Other
    $70,870
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $530,762
    Bonus
    $135,679
    Other
    $66,153
    Deferred
    $70,079
    Nontaxable benefits
    $791
    Filer's total
    $803,464
  • ANKIT GUPTA

    Trustee/Treasurer

    Total calculated
    $0
    Hours/week
    3
  • ANN DAMSGAARD

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    3
  • BRIAN M NELSON ESQ

    Trustee/Vice Chairperson

    Total calculated
    $0
    Hours/week
    6
  • CAROL B STILLWELL

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    6
  • CAROL D SCHAEFER

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    3
  • CHRISTOPHER MAHER

    Trustee/Treasurer

    Total calculated
    $0
    Hours/week
    15
  • DEBORAH R MATHIS-SUNDERMANN CPA CHBC

    Trustee/Secretary, Chairperson

    Total calculated
    $0
    Hours/week
    6
  • DOMENIC M DIPIERO III

    Trustee/Co-Chairperson

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • DOUGLAS A NORDSTROM

    Trustee/Chairperson

    Total calculated
    $0
    Hours/week
    3
  • DOUGLAS SCHWARZ

    Trustee/Vice Chairperson

    Total calculated
    $0
    Hours/week
    6
  • EVARISTO F STANZIALE

    Trustee/Chairperson

    Total calculated
    $0
    Hours/week
    6
  • FRANK J VUONO

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    9
  • FRANK L FEKETE CPA

    Trustee/Treasurer

    Total calculated
    $3,779
    From this org
    $0
    From related orgs
    $3,779
    Other
    $0
    Hours/week
    24 + 3 related
  • HELEN LUCCIOLA

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    3
  • JAMES J GALEOTA

    Trustee/Secretary/Treasurer

    Total calculated
    $0
    Hours/week
    6 + 3 related
  • JAMES M BOLLERMAN

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    12
  • JEREME J KOKES

    Trustee/Treasurer

    Total calculated
    $0
    Hours/week
    3
  • JOAN M HART

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    3
  • JOHN (JD) PEARCE

    Trustee/Vice Chairperson

    Total calculated
    $0
    Hours/week
    3
  • JOHN C MEDITZ

    Trustee/Chairperson

    Total calculated
    $0
    Hours/week
    9 + 3 related
  • JOHN F REINHARDT

    Trustee/Vice Chairperson

    Total calculated
    $0
    Hours/week
    6
  • JOHN F WILLIAMS JR MD

    Trustee/Chairperson

    Total calculated
    $0
    Hours/week
    0
  • JONATHAN B SCHULTZ

    Trustee/Chairperson

    Total calculated
    $0
    Hours/week
    6
  • JOSEPH YEWAISIS

    Trustee/Chairperson

    Total calculated
    $0
    Hours/week
    6
  • JOYCE HENDRICKS

    Trustee/Chief Devel Officer

    Total calculated
    $1,228,298
    From this org
    $1,181,543
    From related orgs
    $0
    Other
    $46,755
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $640,288
    Bonus
    $384,121
    Other
    $157,134
    Deferred
    $16,500
    Nontaxable benefits
    $30,255
    Filer's total
    $1,228,298
  • KEITH BANKS

    TRUSTEE/VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • LAURA BIANCHINI

    Trustee/Chairperson

    Total calculated
    $0
    Hours/week
    6
  • LAWRENCE R INSERRA JR

    Trustee/Co-Chairperson, Vice Chair, Treasurer, Chairperson

    Total calculated
    $0
    Hours/week
    9 + 3 related
  • LEONARD LAURICELLA

    Trustee/Treasurer

    Total calculated
    $0
    Hours/week
    3
  • LINDA BOWDEN

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    3
  • LINDA MCHUGH

    Trustee/Vice Chair, EVP Chief Exp Off

    Total calculated
    $1,525,967
    From this org
    $1,506,908
    From related orgs
    $0
    Other
    $19,059
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $924,227
    Bonus
    $390,995
    Other
    $191,687
    Deferred
    $16,500
    Nontaxable benefits
    $2,559
    Filer's total
    $1,525,967
  • LORI ANN DAVIDSON

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    3
  • LORRAINE MULLIGAN

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    3
  • MARIA MAHER

    Trustee/Treasurer

    Total calculated
    $0
    Hours/week
    3
  • MARK STAUDER

    Chairperson/CHIEF OPERATING OFFICER

    Total calculated
    $3,190,590
    From this org
    $3,145,186
    From related orgs
    $0
    Other
    $45,404
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $1,752,453
    Bonus
    $1,106,600
    Other
    $286,132
    Deferred
    $16,500
    Nontaxable benefits
    $28,904
    Filer's total
    $3,190,589
  • MARY ANN CHRISTOPHER

    Trustee/Vice Chairperson

    Total calculated
    $0
    Hours/week
    3
  • MARY PAT CHRISTIE

    Trustee/Treasurer

    Total calculated
    $0
    Hours/week
    3
  • ROBERT C GARRETT

    CEO/TRUSTEE

    Total calculated
    $7,772,269
    From this org
    $7,711,687
    From related orgs
    $0
    Other
    $60,582
    Hours/week
    57 + 3 related

    Schedule J breakdown matched by us

    Base
    $2,685,600
    Bonus
    $3,684,502
    Other
    $1,341,585
    Deferred
    $30,228
    Nontaxable benefits
    $30,354
    Filer's total
    $7,772,269
  • ROBERT FLESCHLER

    Trustee/Chairperson

    Total calculated
    $0
    Hours/week
    3
  • ROBERT G HARMS

    Trustee/Chairperson

    Total calculated
    $0
    Hours/week
    6
  • ROBERT J GOELLNER

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    3
  • ROBERT L GLENNING

    PRES, FIN & IT SVCS DIV, CFO/ TRUSTEE, SECRETARY/TREASURER

    Total calculated
    $2,876,103
    From this org
    $2,823,672
    From related orgs
    $0
    Other
    $52,431
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $1,421,654
    Bonus
    $801,594
    Other
    $600,424
    Deferred
    $16,500
    Nontaxable benefits
    $35,931
    Filer's total
    $2,876,103
  • ROBERT S MORRIS

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    3
  • ROBERT SMITH

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    3
  • ROSEMARIE J SORCE

    Trustee/Chairperson

    Total calculated
    $0
    Hours/week
    9
  • SAMUEL S RAIA

    Trustee/Vice Chairperson

    Total calculated
    $0
    Hours/week
    6
  • SEAN D KAUFFMAN

    Trustee/Treasurer

    Total calculated
    $0
    Hours/week
    3
  • SHANE SULLIVAN

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    3
  • SHAWN REYNOLDS

    Trustee/Vice Chairperson

    Total calculated
    $0
    Hours/week
    6
  • SOL J BARER PhD

    Trustee/Chairperson

    Total calculated
    $0
    Hours/week
    3
  • STEVE ROTHMAN

    Trustee/Vice Chairperson

    Total calculated
    $0
    Hours/week
    3
  • SURENDER M GROVER MD

    Trustee/Vice Chairperson, MD Dept

    Total calculated
    $143,597
    From this org
    $136,483
    From related orgs
    $0
    Other
    $7,114
    Hours/week
    10
  • THOMAS G AMATO

    Trustee/Co-Chairperson (T 2/20/2023)

    Total calculated
    $0
    Hours/week
    6
  • THOMAS GEISEL

    Trustee/Treasurer

    Total calculated
    $0
    Hours/week
    3
  • THOMAS LAKE MD

    Trustee/Treasurer

    Total calculated
    $236,672
    From this org
    $0
    From related orgs
    $236,672
    Other
    $0
    Hours/week
    3

    Schedule J breakdown matched by us

    Base
    $0 + $236,672 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $236,672 related
  • VINCENT J HAGER

    Trustee/Vice Chairperson

    Total calculated
    $0
    Hours/week
    6
  • WALTER R EARLE II

    Trustee/Chairperson

    Total calculated
    $0
    Hours/week
    6
  • A JOYCE BUSCH

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ADRIAN M PRISTAS MD

    Trustee/Corp. Medical Director

    Total calculated
    $449,715
    From this org
    $0
    From related orgs
    $406,498
    Other
    $43,217
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $401,897 related
    Bonus
    $0
    Other
    $0 + $4,602 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $26,717 related
    Filer's total
    $0 + $449,715 related
  • AIDA CAPO MD

    Trustee/Medical Director PMA

    Total calculated
    $789,327
    From this org
    $5,700
    From related orgs
    $758,978
    Other
    $24,649
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $5,700 + $733,270 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $10,708 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $8,149 related
    Filer's total
    $5,700 + $783,627 related
  • ALI R MOOSVI MD

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • AMY CRADIC

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ANDREW L PECORA MD

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ANDRIA SCHNEIDERMAN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ANGELA R OMINSKI

    Trustee (T 11/20/2023)

    Total calculated
    $0
    Hours/week
    3
  • ANGELO DEROSA

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ANTHONY SCARDINO JR

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ASAAD H SAMRA MD

    Trustee

    Total calculated
    $49,650
    From this org
    $0
    From related orgs
    $49,650
    Other
    $0
    Hours/week
    3
  • BEHNAZ BAKER

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • BENEDICT J TORCIVIA JR

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • BLANCA MANKIEWICZ

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • BRIAN MCLAUGHLIN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • CARISSA LAWSON

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • CARLOS PAZ

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • CARYL KOURGELIS

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • CHARLES H SHOTMEYER

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • CHARLES V SCHAEFER III

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • CHRIS SAMMARCO

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • CHRISTIAN PETER

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • CHRISTOPHER A ROTIO

    Trustee

    Total calculated
    $0
    Hours/week
    6
  • CHRISTOPHER FRITZ

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • CHRISTOPHER M STRIANO

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • CHUCK GRINNEL

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • COURTNEY FIORE

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • DANTE A IMPLICITO MD

    Trustee (T 2/6/2023)

    Total calculated
    $0
    Hours/week
    3
  • DARIA HAZUDA

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • DAVID EPSTEIN ESQ

    Trustee (T 12/31/2023)

    Total calculated
    $0
    Hours/week
    15
  • DAVID KOUNTZ

    Trustee/VP, Academic Diversity & CAO

    Total calculated
    $768,940
    From this org
    $714,982
    From related orgs
    $0
    Other
    $53,958
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $563,265
    Bonus
    $105,756
    Other
    $45,961
    Deferred
    $26,400
    Nontaxable benefits
    $27,558
    Filer's total
    $768,941
  • DAVID L WYRSCH JR

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • DAVID PERLIN

    Trustee/EVP, Chief Scientific Officer

    Total calculated
    $1,101,969
    From this org
    $1,068,642
    From related orgs
    $0
    Other
    $33,327
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $696,672
    Bonus
    $206,730
    Other
    $165,240
    Deferred
    $16,500
    Nontaxable benefits
    $16,827
    Filer's total
    $1,101,969
  • DAVID SANZARI

    Trustee

    Total calculated
    $0
    Hours/week
    6
  • DAVID T ROBERTSON ESQ

    Trustee (T 11/21/2023)

    Total calculated
    $0
    Hours/week
    3
  • DENISE CROWLEY DEANGELIS

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • DENISE MARRA DEPEKARY ESQ

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • DOMINICK A CAMA

    Trustee (T 1/1/2023)

    Total calculated
    $0
    Hours/week
    3
  • DONALD J PARKER

    Trustee/Pres Carrier Clinic

    Total calculated
    $741,669
    From this org
    $698,294
    From related orgs
    $0
    Other
    $43,375
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $479,581
    Bonus
    $165,795
    Other
    $52,918
    Deferred
    $16,500
    Nontaxable benefits
    $26,875
    Filer's total
    $741,669
  • EDWARD J DIMON ESQ

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • EDWARD M WALTERS JR

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • EDWARD PICCINICH

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • EDWARD RUSSO

    Trustee (T 7/19/2023)

    Total calculated
    $0
    Hours/week
    3
  • ELYSSA SCHECTER

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ERIC M KIRSCH CFA

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • FOLU OKUNSEINDE

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • FRANCES L SIGNORILE

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • FRANK BABAR

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • FRANK DITULLIO III

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • FRED VOCCOLA

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • G THOMAS CROONQUIST

    Trustee

    Total calculated
    $0
    Hours/week
    15
  • GAIL B GORDON ESQ

    Trustee

    Total calculated
    $0
    Hours/week
    6 + 3 related
  • GARRY A NEIL MD

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • GARY PIERINGER

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • GARY TOLCHIN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • GAURAV BAVEJA

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • GLORIA MARTINI

    Trustee

    Total calculated
    $0
    Hours/week
    15
  • GORDON PINGICER

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • GREGORIO GUILLEN MD

    Trustee

    Total calculated
    $0
    Hours/week
    6
  • GWEN FRAGOMEN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • HANS SCHMIDT

    Trustee/Chief, Bariatric/Min Inv Surg

    Total calculated
    $165,870
    From this org
    $162,159
    From related orgs
    $0
    Other
    $3,711
    Hours/week
    9

    Schedule J breakdown matched by us

    Base
    $155,338
    Bonus
    $6,821
    Other
    $0
    Deferred
    $3,711
    Nontaxable benefits
    $0
    Filer's total
    $165,870
  • HARLAN F WEISMAN MD

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • HARPREET PALL MD

    Trustee/Department Chair

    Total calculated
    $914,204
    From this org
    $0
    From related orgs
    $883,166
    Other
    $31,038
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $772,229 related
    Bonus
    $0 + $99,209 related
    Other
    $0 + $11,728 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $14,538 related
    Filer's total
    $0 + $914,204 related
  • HEATHER WON CHOI

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • HEIDI B MAGGS

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ILLANA RAIA

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ISAAC MASSRY

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JAIME ROBERTSON-LAVALLE

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JAMES KIRKOS

    Trustee

    Total calculated
    $0
    Hours/week
    12
  • JAMES P ANDERSEN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JAMES RENNA

    Trustee

    Total calculated
    $0
    Hours/week
    12
  • JAMIE CAULFIELD

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JANINE PURCARO

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JASON CHENG

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JASON SAVARESE

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JENNIFER VELEZ JD

    Trustee (T 11/25/2023)

    Total calculated
    $0
    Hours/week
    3
  • JEREMY S DEFILIPPIS

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JERROLD LANGER

    Trustee (T 2/6/2023)

    Total calculated
    $0
    Hours/week
    3
  • JOHN A GIUNCO Esq

    Trustee (T 2/1/2023)

    Total calculated
    $0
    Hours/week
    6
  • JOHN D DELISO

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JOHN F KWASNIK ESQ

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JOHN G MCDONOUGH DMD

    Trustee (T 3/31/2023)

    Total calculated
    $0
    Hours/week
    3
  • JOHN IMPERATO

    Trustee (T 10/13/2023)

    Total calculated
    $0
    Hours/week
    3
  • JOHN MAGGIACOMO II

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JOHN V VISCEGLIA JR

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JOHN WILCHA

    Trustee

    Total calculated
    $0
    Hours/week
    15
  • JOSEPH D RULLI

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JOSEPH P BOGDAN MD

    Trustee (T 3/24/2023)

    Total calculated
    $10,562
    From this org
    $0
    From related orgs
    $10,562
    Other
    $0
    Hours/week
    3
  • JOSEPH P LATTANZI MD

    Trustee

    Total calculated
    $130,000
    From this org
    $0
    From related orgs
    $130,000
    Other
    $0
    Hours/week
    3
  • JOSEPH S MIGNON

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JUDITH BROPHY

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • JULIA RECAMAN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • KARL W STROM MD

    Trustee

    Total calculated
    $7,497
    From this org
    $0
    From related orgs
    $7,497
    Other
    $0
    Hours/week
    3
  • KATHERINE YORK

    Trustee

    Total calculated
    $0
    Hours/week
    12
  • KATIE BARNES

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • KEN FORMICA

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • KENNETH D NAHUM DO

    Trustee

    Total calculated
    $12,156
    From this org
    $0
    From related orgs
    $12,156
    Other
    $0
    Hours/week
    3
  • LAMBROS LAMBROU

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • LAURA BODMAN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • LAUREN WRIGHT

    Trustee

    Total calculated
    $0
    Hours/week
    6
  • LEON F DEJULIUS

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • LESLIE HITCHNER

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • LOUIS J DUGHI Esq

    Trustee (T 2/1/2023)

    Total calculated
    $0
    Hours/week
    6
  • LUKE KEALY ESQ

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MANPREET GILL

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MAREAN ABRAMSON

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MARGARET S RIKER

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MARIO MARGHELLA

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MARIS LOWN

    Trustee

    Total calculated
    $0
    Hours/week
    12
  • MARK D SCHLESINGER MD

    Trustee/Chair, Anesthesiology

    Total calculated
    $340,070
    From this org
    $313,030
    From related orgs
    $2,000
    Other
    $25,040
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $288,050 + $2,000 related
    Bonus
    $17,904
    Other
    $7,076
    Deferred
    $11,631
    Nontaxable benefits
    $13,409
    Filer's total
    $338,070 + $2,000 related
  • MARTIN W KAFAFIAN ESQ

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MARVIN GOLDSTEIN ESQ

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MARY BETH CUNNINGHAM

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MATTHEW MATEY

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MICHAEL A KLEIMAN DMD

    Trustee

    Total calculated
    $3,779
    From this org
    $0
    From related orgs
    $3,779
    Other
    $0
    Hours/week
    6 + 3 related
  • MICHAEL GEARY

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MICHAEL LOMBARDI

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MICHAEL R AARON DO

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MICHAEL S MCGEARY

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • MICHAEL WALKER

    Trustee (T 1/1/2023)

    Total calculated
    $0
    Hours/week
    3
  • NANCY B MULHEREN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • NEGIN N GRIFFITH MD

    Trustee

    Total calculated
    $1,932
    From this org
    $0
    From related orgs
    $1,932
    Other
    $0
    Hours/week
    3
  • NICK CANGIALOSI

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • NICOLE AGNEW

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • O OLIVER ANDERSEN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • PATRICIA K LOW

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • PAUL K CHUNG MD

    Trustee/MPI Physician (T 2/1/2023)

    Total calculated
    $1,170,995
    From this org
    $0
    From related orgs
    $1,118,066
    Other
    $52,929
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $852,506 related
    Bonus
    $0 + $20,000 related
    Other
    $0 + $245,560 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $36,429 related
    Filer's total
    $0 + $1,170,995 related
  • PETER J MENCEL MD

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • PETER T ROSELLE

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • PETER VISCEGLIA

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • PHILIP J SCADUTO

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • PHILIP L PERRICONE

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • PHYLLIS BUTTERMARK

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • PRAFUL RAJA

    Trustee

    Total calculated
    $0
    Hours/week
    6
  • PRANAYCHANDRA VAIDYA MD

    Trustee/Med Dir

    Total calculated
    $781,392
    From this org
    $0
    From related orgs
    $736,613
    Other
    $44,779
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $672,348 related
    Bonus
    $0 + $28,325 related
    Other
    $0 + $35,940 related
    Deferred
    $0 + $16,500 related
    Nontaxable benefits
    $0 + $28,279 related
    Filer's total
    $0 + $781,392 related
  • RAJIV PRASAD MD

    Trustee

    Total calculated
    $137,600
    From this org
    $137,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    12
  • RAYMOND CHAMBERS

    Trustee (T 9/13/2023)

    Total calculated
    $0
    Hours/week
    3
  • RICHARD HENNING

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • RICHARD HUBSCHMAN JR ESQ

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • RICHARD J SAKER

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • RICHARD KOLBER

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • RICHARD LOSHIAVO

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • RICHARD M NEIBART MD

    Trustee/Srvc Medical Dir.

    Total calculated
    $599,117
    From this org
    $579,428
    From related orgs
    $2,000
    Other
    $17,689
    Hours/week
    32

    Schedule J breakdown matched by us

    Base
    $550,002 + $2,000 related
    Bonus
    $0
    Other
    $29,426
    Deferred
    $16,500
    Nontaxable benefits
    $1,189
    Filer's total
    $597,117 + $2,000 related
  • RICHARD PARK MD

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ROBERT DIVINCENT

    Trustee (T 4/18/2023)

    Total calculated
    $0
    Hours/week
    3
  • ROBERT L SWEENEY DO

    Trustee (T 5/30/2023)

    Total calculated
    $2,500
    From this org
    $0
    From related orgs
    $2,500
    Other
    $0
    Hours/week
    3
  • ROBERT MCCABE

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ROBERT O'HARA III

    Trustee (T 9/20/2023)

    Total calculated
    $0
    Hours/week
    18
  • ROBERT S HEKEMIAN JR

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ROBERT STOHRER

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ROBERT W MULLEN JR

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ROBIN KLEIN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ROGER D KORNBERG PhD

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • RONALD WEST

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ROSEMARY A CRANE

    Trustee (T 1/19/2023)

    Total calculated
    $0
    Hours/week
    3
  • SAMANTHA CLAYTON

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • SANDRA KEARY

    Trustee

    Total calculated
    $0
    Hours/week
    6
  • SANDRA KISSLER

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • SANKET RUPARELIYA MD

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • SARAH PERSONETTE

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • SERENA DIMASO ESQ

    Trustee (T 2/1/2023)

    Total calculated
    $0
    Hours/week
    6
  • SIRAN H SAHAKIAN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • SKYE J GIBSON

    Trustee (T 7/5/2023)

    Total calculated
    $0
    Hours/week
    6
  • STEPHEN MARTINEZ

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • STEPHEN T BOSWELL PHD PE

    Trustee (T 2/6/2023)

    Total calculated
    $0
    Hours/week
    3 + 3 related
  • STEVEN LISSER MD

    Trustee/ Assoc Med Dir, CTS Orthopedics

    Total calculated
    $165,487
    From this org
    $149,997
    From related orgs
    $15,490
    Other
    $0
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $149,997 + $15,490 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $149,997 + $15,490 related
  • STEVEN M SCOPELLITE

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • SUSAN B HASSMILLER PhD RN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • SUZANNE SPERO

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • THOMAS B BARHAM SR

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • THOMAS C YU MD

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • THOMAS DEFELICE

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • THOMAS DEFELICE III

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • THOMAS EASTWICK

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • THOMAS EVANS

    Trustee (T 2/6/2023)

    Total calculated
    $0
    Hours/week
    3
  • THOMAS J DOLAN

    Trustee

    Total calculated
    $0
    Hours/week
    6
  • THOMAS J KONONOWITZ

    Trustee

    Total calculated
    $0
    Hours/week
    12 + 3 related
  • THOMAS POLEN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • THOMAS VENINO JR

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • TIMOTHY MCNAIR

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • TODD WAY

    Trustee/Reg President, Hospitals

    Total calculated
    $1,464,230
    From this org
    $1,418,776
    From related orgs
    $0
    Other
    $45,454
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $914,436
    Bonus
    $342,038
    Other
    $162,302
    Deferred
    $16,500
    Nontaxable benefits
    $28,954
    Filer's total
    $1,464,230
  • ULISES E DIAZ

    Trustee

    Total calculated
    $0
    Hours/week
    18
  • VAUGHN MCKOY JD

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • VENK GORTY

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • VICTOR ALOYO

    Trustee (T 8/31/2023)

    Total calculated
    $0
    Hours/week
    3
  • VICTOR LOLLI

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • VINCENT AMABILE

    Trustee

    Total calculated
    $0
    Hours/week
    6
  • WALTER WYNKOOP MD

    Trustee

    Total calculated
    $90,250
    From this org
    $90,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    4
  • WILLIAM C HANSON

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • WILLIAM CRANE

    Trustee

    Total calculated
    $0
    Hours/week
    12
  • WILLIAM CUNNINGHAM

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • WILLIAM HICKEY

    Trustee

    Total calculated
    $0
    Hours/week
    12
  • WILLIAM J MONTGORIS

    Trustee

    Total calculated
    $0
    Hours/week
    6
  • WILLIAM J MURRAY

    Trustee

    Total calculated
    $0
    Hours/week
    18
  • WILLIAM LAWLESS PhD

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • WILLIAM MARTINI JR

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • WILLIAM MCLAUGHLIN

    Trustee

    Total calculated
    $0
    Hours/week
    3
  • ANN B GAVZY ESQ

    EVP CO-CHF LEGAL OFFICER

    Total calculated
    $1,465,941
    From this org
    $1,408,475
    From related orgs
    $0
    Other
    $57,466
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $921,919
    Bonus
    $403,187
    Other
    $83,369
    Deferred
    $26,400
    Nontaxable benefits
    $31,066
    Filer's total
    $1,465,941
  • ANNE GOODWILL-PRITCHETT

    EVP, Revenue Operations

    Total calculated
    $1,167,940
    From this org
    $1,137,666
    From related orgs
    $0
    Other
    $30,274
    Hours/week
    52

    Schedule J breakdown matched by us

    Base
    $653,411
    Bonus
    $281,111
    Other
    $203,144
    Deferred
    $16,500
    Nontaxable benefits
    $13,774
    Filer's total
    $1,167,940
  • AUDREY C MURPHY ESQ

    EVP CO-CHF LEGAL OFFICER

    Total calculated
    $1,965,979
    From this org
    $1,898,688
    From related orgs
    $0
    Other
    $67,291
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $984,056
    Bonus
    $434,453
    Other
    $480,179
    Deferred
    $30,228
    Nontaxable benefits
    $37,063
    Filer's total
    $1,965,979
  • DANIEL VARGA MD

    CHIEF PHYSICIAN EXECUTIVE

    Total calculated
    $1,946,588
    From this org
    $1,890,919
    From related orgs
    $0
    Other
    $55,669
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $1,142,469
    Bonus
    $540,645
    Other
    $207,805
    Deferred
    $16,500
    Nontaxable benefits
    $39,169
    Filer's total
    $1,946,588
  • DONNA SNIDER CFA

    SVP, Chief Investment Officer

    Total calculated
    $1,425,556
    From this org
    $1,276,183
    From related orgs
    $0
    Other
    $149,373
    Hours/week
    52

    Schedule J breakdown matched by us

    Base
    $761,826
    Bonus
    $408,706
    Other
    $105,651
    Deferred
    $113,188
    Nontaxable benefits
    $36,185
    Filer's total
    $1,425,556
  • IHOR SAWCZUK MD

    Reg. Pres, Hospitals

    Total calculated
    $2,469,672
    From this org
    $2,411,988
    From related orgs
    $0
    Other
    $57,684
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $1,491,516
    Bonus
    $642,912
    Other
    $277,560
    Deferred
    $30,228
    Nontaxable benefits
    $27,456
    Filer's total
    $2,469,672
  • JAMES BLAZAR

    EVP, Chief Strategy Officer

    Total calculated
    $1,743,551
    From this org
    $1,694,143
    From related orgs
    $0
    Other
    $49,408
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $1,012,492
    Bonus
    $436,793
    Other
    $244,857
    Deferred
    $16,500
    Nontaxable benefits
    $32,908
    Filer's total
    $1,743,550
  • JEFFREY BOSCAMP

    PRES & DEAN OF SCHOOL OF MEDICINE

    Total calculated
    $1,562,945
    From this org
    $1,530,842
    From related orgs
    $0
    Other
    $32,103
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $890,545
    Bonus
    $409,427
    Other
    $230,871
    Deferred
    $30,228
    Nontaxable benefits
    $1,875
    Filer's total
    $1,562,945
  • JOSE LOZANO

    EVP, Chief Growth Officer

    Total calculated
    $819,921
    From this org
    $703,598
    From related orgs
    $0
    Other
    $116,323
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $533,132
    Bonus
    $131,252
    Other
    $39,214
    Deferred
    $79,345
    Nontaxable benefits
    $36,978
    Filer's total
    $819,921
  • KASH PATEL

    EVP, Chief Digital and Info Officer

    Total calculated
    $1,258,919
    From this org
    $1,090,856
    From related orgs
    $0
    Other
    $168,063
    Hours/week
    52

    Schedule J breakdown matched by us

    Base
    $723,173
    Bonus
    $322,673
    Other
    $45,010
    Deferred
    $130,994
    Nontaxable benefits
    $37,069
    Filer's total
    $1,258,920
  • KENNETH N SABLE MD

    Reg Pres, Hospitals

    Total calculated
    $1,984,310
    From this org
    $1,748,362
    From related orgs
    $0
    Other
    $235,948
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $1,126,052
    Bonus
    $411,292
    Other
    $211,018
    Deferred
    $192,662
    Nontaxable benefits
    $43,286
    Filer's total
    $1,984,310
  • MARK D SPARTA MD

    Pres HMH North Reg

    Total calculated
    $1,961,353
    From this org
    $1,808,553
    From related orgs
    $0
    Other
    $152,800
    Hours/week
    52

    Schedule J breakdown matched by us

    Base
    $1,116,875
    Bonus
    $417,655
    Other
    $274,023
    Deferred
    $113,484
    Nontaxable benefits
    $39,316
    Filer's total
    $1,961,352
  • PATRICK YOUNG

    PRES POP HEALTH

    Total calculated
    $2,130,767
    From this org
    $1,910,987
    From related orgs
    $0
    Other
    $219,780
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $1,057,637
    Bonus
    $656,935
    Other
    $196,416
    Deferred
    $181,400
    Nontaxable benefits
    $38,380
    Filer's total
    $2,130,767
  • REGINA FOLEY

    EVP, Chief Transformation Officer

    Total calculated
    $950,308
    From this org
    $818,645
    From related orgs
    $0
    Other
    $131,663
    Hours/week
    52

    Schedule J breakdown matched by us

    Base
    $527,730
    Bonus
    $193,605
    Other
    $97,310
    Deferred
    $103,497
    Nontaxable benefits
    $28,166
    Filer's total
    $950,308
  • THERESA BRODRICK

    EVP, Chief Nursing Executive (T 4/1/2023)

    Total calculated
    $1,078,665
    From this org
    $1,065,257
    From related orgs
    $0
    Other
    $13,408
    Hours/week
    52

    Schedule J breakdown matched by us

    Base
    $131,779
    Bonus
    $241,694
    Other
    $691,784
    Deferred
    $5,468
    Nontaxable benefits
    $7,940
    Filer's total
    $1,078,665
  • TIMOTHY J HOGAN

    President, CTS

    Total calculated
    $1,604,280
    From this org
    $1,549,728
    From related orgs
    $0
    Other
    $54,552
    Hours/week
    52

    Schedule J breakdown matched by us

    Base
    $824,023
    Bonus
    $313,622
    Other
    $412,082
    Deferred
    $26,400
    Nontaxable benefits
    $28,152
    Filer's total
    $1,604,280
  • ANDRE GOY

    Phys in Chief Oncology

    Total calculated
    $1,124,524
    From this org
    $1,080,168
    From related orgs
    $0
    Other
    $44,356
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $828,739
    Bonus
    $176,152
    Other
    $75,278
    Deferred
    $16,500
    Nontaxable benefits
    $27,856
    Filer's total
    $1,124,524
  • FAIZULLAH FAIZ BHORA

    Chair, Surgery

    Total calculated
    $1,325,739
    From this org
    $1,295,679
    From related orgs
    $0
    Other
    $30,060
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,270,012
    Bonus
    $0
    Other
    $25,667
    Deferred
    $16,500
    Nontaxable benefits
    $13,560
    Filer's total
    $1,325,739
  • JAMES CLARKE

    EVP & Pres, Physician Services

    Total calculated
    $1,237,100
    From this org
    $1,192,682
    From related orgs
    $0
    Other
    $44,418
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $701,545
    Bonus
    $307,832
    Other
    $183,305
    Deferred
    $16,500
    Nontaxable benefits
    $27,918
    Filer's total
    $1,237,100
  • KURT FLORIAN THOMAS

    Chair, Neurology

    Total calculated
    $994,754
    From this org
    $974,670
    From related orgs
    $0
    Other
    $20,084
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $846,267
    Bonus
    $54,564
    Other
    $73,838
    Deferred
    $16,500
    Nontaxable benefits
    $3,584
    Filer's total
    $994,754
  • SARA JEAN CUCCURULLO

    VP, Phys-in-Chf/Chr, Med Rehab

    Total calculated
    $1,119,617
    From this org
    $1,075,911
    From related orgs
    $0
    Other
    $43,706
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $878,812
    Bonus
    $163,980
    Other
    $33,119
    Deferred
    $16,500
    Nontaxable benefits
    $27,206
    Filer's total
    $1,119,617

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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a First-class or charter travel
CERTAIN BENEFITS, SUCH AS COMPANION TRAVEL, ARE PROVIDED ONLY AS EXCEPTIONS TO CORPORATE POLICY IN COMPELLING CIRCUMSTANCES INVOLVING STRONG BUSINESS PURPOSES. WHEN THESE BUSINESS-RELATED BENEFITS ARE APPROVED AND PROVIDED, HMH ALSO PROVIDES REIMBURSEMENT OF THE TAX, SO THAT THE BENEFIT IS PROVIDED WITHOUT COST TO THE INDIVIDUAL. THE TAX REIMBURSEMENTS WERE TREATED AS TAXABLE INCOME AND REPORTED AS SUCH ON THE FORM W-2 (OR 1099-MISC, IN THE CASE OF A BOARD MEMBER), AND INCLUDED IN THE AMOUNTS REPORTED IN SCHEDULE J FOR LISTED INDIVIDUALS. FIRST CLASS TRAVEL: HMH HAS A DETAILED AND THOROUGH CORPORATE POLICY ON REIMBURSEMENT OF BUSINESS EXPENSES, INCLUDING EXPENSES OF TRAVEL FOR BUSINESS PURPOSES. THE HMH EXPENSE REIMBURSEMENT POLICY GENERALLY PROHIBITS FIRST CLASS TRAVEL, BUT ALLOWS AN UPGRADE IN VERY LIMITED CIRCUMSTANCES. HMH ENCOURAGES SENIOR LEADERS TO UTILIZE THE TRAIN NETWORK FOR TRAVEL WHEN APPROPRIATE. HMH'S POLICY ALLOWS FOR BUSINESS CLASS TRAVEL (WHICH CAN BE THE EQUIVALENT OF FIRST CLASS TRAVEL, WHERE BUSINESS CLASS IS THE ONLY CLASS ABOVE ECONOMY/COACH), IF THE TRAVEL SEGMENT EXCEEDS TEN HOURS OF SCHEDULED FLYING TIME OR IF APPROVED BY THE CEO. THE BUSINESS CLASS AFFORDS THE TRAVELER THE ABILITY TO WORK ON CONFIDENTIAL HMH RELATED BUSINESS DURING TRAVEL TIME. UNLIKE BUSINESS CLASS, TRAVELING COACH DOES NOT PROVIDE THE EXECUTIVE WITH A REASONABLE MEANS TO WORK ON HMH BUSINESS DURING TRAVEL TIME. NO AMOUNTS HAVE BEEN INCLUDED AS REPORTABLE COMPENSATION AS THESE TRAVEL EXPENSES WERE INCURRED FOR BUSINESS PURPOSES. BUSINESS CLASS TRAVEL (WHERE THE EQUIVALENT OF FIRST CLASS TRAVEL) WAS PROVIDED TO SEVEN SENIOR EXECUTIVES AND THREE BOARD MEMBERS.
Schedule J, Part I, Line 1a Travel for companions
TRAVEL FOR COMPANIONS: HMH PROVIDES FOR BOARD MEMBERS AND CEO SPOUSAL TRAVEL FOR CRITICAL BUSINESS EVENTS THAT ARE ORDINARY AND NECESSARY. THE BOARD MEMBERS AND CEO SPEND AN EXTENSIVE AMOUNT OF TIME AWAY FROM THEIR FAMILIES. THE SPOUSES HAVE A SIGNIFICANT ROLE IN ASSURING THE ATTENDANCE AND FOCUS OF BOARD MEMBERS AND CEO AT THESE CRITICAL ORGANIZATION EVENTS. SUCH SPOUSAL TRAVEL WAS PROVIDED IN 2023 TO THREE BOARD MEMBERS, AND THE ENTIRE SPOUSAL TRAVEL REIMBURSEMENT AMOUNT HAS BEEN TREATED AS TAXABLE INCOME TO THIS INDIVIDUAL.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
PLEASE REFER TO OUR RESPONSE TO CORE FORM, PART VI, SECTION B, QUESTIONS 15A & 15B INCLUDED IN SCHEDULE O.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUAL RECEIVED SEVERANCE PAYMENTS DURING THE YEAR ENDED DECEMBER 31, 2023. THE FOLLOWING AMOUNT WAS INCLUDED IN THE INDIVIDUAL'S 2023 W-2 AND IN COLUMN B(III) OF SCHEDULE J: THERESA BRODRICK, $424,029.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2 AS TAXABLE WAGES: ROBERT C. GARRETT, FACHE, $936,524; ROBERT L. GLENNING, $398,200; TIMOTHY J. HOGAN, $374,320; AUDREY C. MURPHY, ESQ., MSN, RN, $308,313; MARK STAUDER, $268,021; IHOR S. SAWCZUK, M.D., $189,506; KENNETH N. SABLE, M.D., $164,599; PATRICK YOUNG, $141,086; JAMES BLAZAR, $159,287; MARK D. SPARTA, M.D., $140,404; DANIEL VARGA, MD, $175,215; ANNE GOODWILL PRITCHETT, $103,150; JOYCE HENDRICKS, $102,044; TODD WAY, $140,032; ANDRE GOY, $58,450; LINDA MCHUGH, $143,917; DAVID PERLIN, $110,150; THERESA BRODRICK, $234,962, JEFFREY BOSCAMP, $138,750; JAMES CLARKE, $110,891. AMIE THORNTON, $42,606; REGINA FOLEY, $46,979; DONNA SNIDER, $65,841; AND KURT FLORIAN THOMAS, $39,550. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDE BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN). THESE AMOUNTS ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE INDIVIDUALS WILL NOT EARN THE RIGHT TO RECEIVE THE DEFERRED COMPENSATION AMOUNTS UNLESS AND UNTIL THEY PROVIDE SUBSTANTIAL FUTURE SERVICES TO THE ORGANIZATION. WHEN THE FUTURE SERVICES REQUIREMENT IS MET, THE AMOUNTS WILL BECOME VESTED, WILL BE TAXED, WILL BE INCLUDED ON THE W-2, AND WILL BE REPORTED AGAIN ON THIS SCHEDULE., KENNETH N. SABLE, M.D., PATRICK YOUNG, DONNA SNIDER, AMIE THORNTON, REGINA FOLEY, KASH PATEL, MARK SPARTA AND JOSE LOZANO.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
2023
Filed
10 December 2024
IRS schema version
2023v5.1
Source object
202403459349300840

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.