Totals
- Total revenue
- $0
- Total expenses
- $6,604
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $784,585
- Total liabilities, end of year
- $504,715
- Net assets or fund balances, end of year
- $279,870
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $6,604
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
Functional expenses
Part IX, the statement of functional expenses.
-
13 · Office expenses
total $6,604 · management and general $6,604
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $27,210 · end of year $22,606
-
10a · Land, buildings and equipment: cost or other basis
$433,756
-
10b · Land, buildings and equipment: accumulated depreciation
$433,756
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $761,979 · end of year $761,979
-
17 · Accounts payable and accrued expenses
beginning of year $502,715 · end of year $504,715
-
27 · Net assets without donor restrictions
beginning of year $286,474 · end of year $279,870
Mission and programs · 2022
Mission
EMERSON HEALTH SYSTEMS IS THE PARENT ORGANIZATION OF FOUR SUBSIDIARIES - EMERSON HOSPITAL, EMERSON OCCUPATIONAL HEALTH SERVICES, EMERSON PROPERTY DEVELOPMENT AND EMERSON HEALTH CARE FOUNDATION. EMERSON HEALTH SYSTEMS PROVIDES ITS HEALTHCARE SUBSIDIARIES WITH A MANAGEMENT TEAM.
Activities or mission (Part I)
EMERSON HEALTH SYSTEMS IS THE PARENT OF FOUR SUBSIDIARIES - EMERSON HOSPITAL, EMERSON OCCUPATIONAL HEALTH SERVICES, EMERSON PROPERTY DEVELOPMENT CORPORATION, AND EMERSON HEALTHCARE FOUNDATION. EMERSON HEALTH SYSTEMS PROVIDES ITS HEALTHCARE SUBSIDIARIES WITH A MANAGEMENT TEAM.
-
N/A
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Paul BirchPAUL BIRCH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 8 + 1 related
-
John BoyntonJOHN BOYNTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 6 + 1 related
-
Jeff CampbellJEFF CAMPBELL
TREASURER
- Total calculated
- $0
- Hours/week
- 7 + 5 related
-
Richard ChurchillRICHARD CHURCHILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 7 + 1 related
-
Gloria CloughGLORIA CLOUGH
PRESIDENT
- Total calculated
- $0
- Hours/week
- 14 + 5 related
-
Eileen Deignan MDEILEEN DEIGNAN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 6 + 1 related
-
James DigiovanniJAMES DIGIOVANNI
SECRETARY
- Total calculated
- $0
- Hours/week
- 8 + 1 related
-
Rose Ann GiordanoROSE ANN GIORDANO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 6 + 1 related
-
John HicklingJOHN HICKLING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 7 + 1 related
-
David Lautz MDDAVID LAUTZ MD
DIRECTOR
- Total calculated
- $1,578,081
- From this org
- $0
- From related orgs
- $1,541,659
- Other
- $36,422
- Hours/week
- 39 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $786,064 related
- Bonus
- $0 + $753,273 related
- Other
- $0 + $2,322 related
- Deferred
- $0 + $4,600 related
- Nontaxable benefits
- $0 + $31,822 related
- Filer's total
- $0 + $1,578,081 related
-
Joshua NelsonJOSHUA NELSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 6 + 1 related
-
Anna RasmussenANNA RASMUSSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 6 + 1 related
-
David Rose MDDAVID ROSE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 6 + 1 related
-
William RyanWILLIAM RYAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 7 + 1 related
-
Christine SchusterCHRISTINE SCHUSTER
PRESIDENT, CEO
- Total calculated
- $1,687,109
- From this org
- $0
- From related orgs
- $1,437,869
- Other
- $249,240
- Hours/week
- 50 + 10 related
Schedule J breakdown matched by us
- Base
- $0 + $1,116,860 related
- Bonus
- $0 + $317,308 related
- Other
- $0 + $3,701 related
- Deferred
- $0 + $249,240 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $1,687,109 related
-
Jill StanskyJILL STANSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 7 + 5 related
-
James Street MDJAMES STREET MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 6 + 1 related
-
Michael ZakMICHAEL ZAK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 6 + 1 related
-
Stephen CocoSTEPHEN COCO
SR VP, CFO, ASSISTANT TREASURER
- Total calculated
- $570,226
- From this org
- $0
- From related orgs
- $552,335
- Other
- $17,891
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $0 + $525,013 related
- Bonus
- $0 + $25,000 related
- Other
- $0 + $2,322 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $17,891 related
- Filer's total
- $0 + $570,226 related
-
Christina MartinCHRISTINA MARTIN
ASSISTANT SECRETARY
- Total calculated
- $123,611
- From this org
- $0
- From related orgs
- $109,393
- Other
- $14,218
- Hours/week
- 38 + 2 related
-
Benjamin Tillinger MDBENJAMIN TILLINGER MD
MEDICAL STAFF PRESIDENT
- Total calculated
- $515,125
- From this org
- $0
- From related orgs
- $487,071
- Other
- $28,054
- Hours/week
- 38 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $377,792 related
- Bonus
- $0 + $108,469 related
- Other
- $0 + $810 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $28,054 related
- Filer's total
- $0 + $515,125 related
-
Eric StastnyERIC STASTNY
CHIEF OPERATING OFFICER
- Total calculated
- $701,614
- From this org
- $0
- From related orgs
- $610,128
- Other
- $91,486
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $498,180 related
- Bonus
- $0 + $111,138 related
- Other
- $0 + $810 related
- Deferred
- $0 + $59,664 related
- Nontaxable benefits
- $0 + $31,822 related
- Filer's total
- $0 + $701,614 related
-
Laura Doyon MDLAURA DOYON MD
PHYSICIAN
- Total calculated
- $662,013
- From this org
- $0
- From related orgs
- $662,013
- Other
- $0
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $379,995 related
- Bonus
- $0 + $281,480 related
- Other
- $0 + $538 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $662,013 related
-
Scott Kelley MDSCOTT KELLEY MD
PHYSICIAN
- Total calculated
- $772,701
- From this org
- $0
- From related orgs
- $748,931
- Other
- $23,770
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $643,139 related
- Bonus
- $0 + $105,000 related
- Other
- $0 + $792 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $23,770 related
- Filer's total
- $0 + $772,701 related
-
Arthur Lee MDARTHUR LEE MD
PHYSICIAN
- Total calculated
- $907,106
- From this org
- $0
- From related orgs
- $876,457
- Other
- $30,649
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $676,603 related
- Bonus
- $0 + $198,612 related
- Other
- $0 + $1,242 related
- Deferred
- $0 + $4,600 related
- Nontaxable benefits
- $0 + $26,049 related
- Filer's total
- $0 + $907,106 related
-
Mark Moschella MDMARK MOSCHELLA MD
PHYSICIAN
- Total calculated
- $734,905
- From this org
- $0
- From related orgs
- $708,856
- Other
- $26,049
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $656,534 related
- Bonus
- $0 + $50,000 related
- Other
- $0 + $2,322 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $26,049 related
- Filer's total
- $0 + $734,905 related
-
James Spinelli MDJAMES SPINELLI MD
PHYSICIAN
- Total calculated
- $722,017
- From this org
- $0
- From related orgs
- $708,472
- Other
- $13,545
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $548,392 related
- Bonus
- $0 + $159,270 related
- Other
- $0 + $810 related
- Deferred
- $0 + $4,600 related
- Nontaxable benefits
- $0 + $8,945 related
- Filer's total
- $0 + $722,017 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
- 6b · Pay contingent on a related organization's net earnings
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- CHRISTINE SCHUSTER AND ERIC STASTNY ARE EMPLOYEES OF EMERSON HOSPITAL AND ARE ELIGIBLE TO PARTICIPATE IN THE FOLLOWING NONQUALIFIED RETIREMENT PLAN. EMERSON HOSPITAL OFFERS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO A SELECT CLASS OF MANAGEMENT. SUPPLEMENTAL RETIREMENT INCOME IS ASSESSED BY AN INDEPENDENT ACTUARY TO DETERMINE ANNUAL CONTRIBUTION AMOUNTS BY EMERSON HOSPITAL. PLAN CONTRIBUTIONS BECOME INCOME TO THE PARTICIPANT BASED ON A CLIFF VESTING SCHEDULE, WHICH IS EVERY FIVE YEARS FROM THE DATE OF PLAN ENROLLMENT. THE FOLLOWING PERSONS PARTICIPATED IN A 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. CHRISTINE SCHUSTER $224,140 ERIC STASTNY $34,564
- PART I, LINE 6
- EMERSON HOSPITAL EXECUTIVES ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION IN THE AMOUNT OF 5% OF BASE SALARY IF THE ORGANIZATION ACHIEVES THE BOARD APPROVED BUDGETED GAIN FROM OPERATIONS FOR THE FISCAL YEAR.
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.
-
501(C)3 · NON-PROFIT COMMUNITY HOSPITAL · MA · controlled entity
Directly controlled by EMERSON HEALTH SYSTEM
-
EMERSON HEALTH CARE FOUNDATION
501(C)3 · COORDINATE AND DEVELOP THE FUNDRAISING EFFORT FOR EMERSON HOSPITAL · MA · controlled entity
Directly controlled by EMERSON HEALTH SYSTEM
-
501(C)3 · HEATLH CARE SERVICES · MA · controlled entity
Directly controlled by EMERSON HEALTH SYSTEM
-
EMERSON PRACTICE ASSOICATES II
501(C)3 · HEATLH CARE SERVICES · MA · controlled entity
Directly controlled by EMERSON HEALTH SYSTEM
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
EMERSON PROPERTY DEVELOPMENT
C · PROPERTY MANAGEMENT · MA · 100% owned · share of income $21,176 · share of assets $83,734 · controlled entity
Directly controlled by EMERSON HEALTH SYSTEM
-
EMERSON OCCUPATIONAL HEALTH SERVICES
C · HEALTH SERVICES · MA · 100% owned · share of income -$10,370 · controlled entity
Directly controlled by EMERSON HEALTH SYSTEM
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 August 2024
- IRS schema version
- 2022v5.0
- Source object
- 202412279349303111
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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