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Nonprofiteer
← ATLANTIC HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by ATLANTIC HEALTH SYSTEM INC.

Totals

Total revenue
$3,872,357,033
Total expenses
$3,678,533,824
Contributions and grants received
$71,105,177
Grants paid
$1,297,896
Program service revenue
$3,719,286,268
Investment income
$46,709,329
Other revenue
$35,256,259
Total assets, end of year
$5,605,741,294
Total liabilities, end of year
$2,779,737,762
Net assets or fund balances, end of year
$2,826,003,532
Program services expenses (Part IX)
$3,104,622,731
Management and general expenses
$570,802,526
Fundraising expenses
$3,108,567
Program service expenses (Part III)
$3,104,622,731

Program services were 84.4% 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.

  • 1d · Related organizations

    $6,759,542

  • 1e · Government grants (contributions)

    $64,345,635

  • 2a · Program service revenue: PATIENT SERVICE REV

    total $1,845,357,460 · related or exempt $1,845,357,460

  • 2b · Program service revenue: MEDICARE-MEDICAID

    total $1,383,005,727 · related or exempt $1,383,005,727

  • 2c · Program service revenue: PHYSICIAN SERVICES

    total $489,208,211 · related or exempt $489,208,211

  • 2d · Program service revenue: LAB SPEC PROCESSING

    total $1,714,870 · unrelated business $1,714,870

  • 3 · Investment income

    total $78,403,666 · unrelated business $665,062 · excluded $77,738,604

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

    total $63,942 · related or exempt $63,942

  • 6a · Gross rents

    real property $1,443,667

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,443,667

  • 6d · Net rental income or loss

    total $1,443,667 · excluded $1,443,667

  • 7a · Gross sales of assets other than inventory

    securities $1,096,994,000

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

    securities $1,128,752,279

  • 7c · Gain or loss

    securities -$31,758,279

  • 7d · Net gain or loss

    total -$31,758,279 · related or exempt -$31,758,279

  • 8a · Fundraising events: gross income

    $1,382,107

  • 8b · Fundraising events: direct expenses

    $273,638

  • 8c · Net income from fundraising events

    total $1,108,469 · excluded $1,108,469

  • 11a · Other revenue: Corporate Health

    total $7,550,284 · excluded $7,550,284

  • 11b · Other revenue: Cafeteria

    total $6,330,935 · excluded $6,330,935

  • 11c · Other revenue: Parking

    total $2,508,035 · excluded $2,508,035

  • 11d · All other revenue

    total $16,314,869 · unrelated business $4,072 · excluded $16,310,797

  • 11e · Other revenue, total

    $32,704,123

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,297,896 · program services $1,297,896

  • 5 · Compensation of officers, directors and key employees

    total $40,978,612 · management and general $40,978,612

  • 6 · Compensation of disqualified persons

    total $42,306 · management and general $42,306

  • 7 · Other salaries and wages

    total $1,652,720,372 · program services $1,370,939,706 · management and general $279,782,807 · fundraising $1,997,859

  • 8 · Pension plan contributions

    total $63,910,578 · program services $53,014,140 · management and general $10,817,289 · fundraising $79,149

  • 9 · Other employee benefits

    total $158,989,488 · program services $131,882,565 · management and general $26,921,332 · fundraising $185,591

  • 10 · Payroll taxes

    total $103,294,143 · program services $85,683,001 · management and general $17,483,219 · fundraising $127,923

  • 11a · Fees: management

    total $63,482,062 · management and general $63,482,062

  • 11b · Fees: legal

    total $2,211,521 · management and general $2,211,521

  • 11c · Fees: accounting

    total $1,372,406 · management and general $1,372,406

  • 11d · Fees: lobbying

    total $306,000 · management and general $306,000

  • 11f · Fees: investment management

    total $9,664 · management and general $9,664

  • 11g · Fees: other

    total $147,005,650 · program services $147,005,650

  • 12 · Advertising and promotion

    total $25,892,242 · management and general $25,892,242

  • 13 · Office expenses

    total $91,353,173 · program services $74,864,802 · management and general $16,376,599 · fundraising $111,772

  • 14 · Information technology

    total $11,911,415 · program services $9,880,578 · management and general $2,016,086 · fundraising $14,751

  • 16 · Occupancy

    total $84,648,835 · program services $69,748,927 · management and general $14,795,774 · fundraising $104,134

  • 19 · Conferences, conventions and meetings

    total $14,276,813 · program services $11,842,687 · management and general $2,416,489 · fundraising $17,637

  • 20 · Interest

    total $47,976,850 · program services $39,797,034 · management and general $8,120,784 · fundraising $59,032

  • 22 · Depreciation, depletion and amortization

    total $173,905,551 · program services $144,693,954 · management and general $28,999,411 · fundraising $212,186

  • 23 · Insurance

    total $61,485,187 · program services $50,023,731 · management and general $11,386,772 · fundraising $74,684

  • 24a · Other expenses: MEDICAL EXPENSES

    total $828,720,723 · program services $828,720,723

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $64,469,421 · program services $53,477,703 · management and general $10,912,368 · fundraising $79,350

  • 24c · Other expenses: EQUIPMENT AND RENTAL

    total $6,253,291 · program services $5,187,136 · management and general $1,061,027 · fundraising $5,128

  • 24d · Other expenses: DUES

    total $3,059,603 · program services $2,540,017 · management and general $515,812 · fundraising $3,774

  • 24e · All other expenses

    total $28,960,022 · program services $24,022,481 · management and general $4,901,944 · fundraising $35,597

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $878,752,461 · end of year $689,045,249

  • 3 · Pledges and grants receivable

    beginning of year $4,688,027 · end of year $6,583,394

  • 4 · Accounts receivable

    beginning of year $337,057,835 · end of year $384,485,779

  • 8 · Inventories for sale or use

    beginning of year $36,287,558 · end of year $40,967,741

  • 9 · Prepaid expenses and deferred charges

    beginning of year $81,044,698 · end of year $63,201,207

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

    $3,944,671,196

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

    $2,285,784,265

  • 10c · Land, buildings and equipment, net

    beginning of year $1,678,074,676 · end of year $1,658,886,931

  • 11 · Investments: publicly traded securities

    beginning of year $2,859,431,454 · end of year $2,425,457,902

  • 12 · Investments: other securities

    end of year $3,599,813

  • 15 · Other assets

    beginning of year $178,778,365 · end of year $333,513,278

  • 17 · Accounts payable and accrued expenses

    beginning of year $800,735,367 · end of year $620,725,822

  • 20 · Tax-exempt bond liabilities

    beginning of year $413,037,748 · end of year $497,403,875

  • 23 · Secured mortgages and notes payable

    beginning of year $925,000,000 · end of year $925,000,000

  • 25 · Other liabilities

    beginning of year $704,652,963 · end of year $736,608,065

  • 27 · Net assets without donor restrictions

    beginning of year $2,994,867,886 · end of year $2,622,107,208

  • 28 · Net assets with donor restrictions

    beginning of year $215,821,110 · end of year $203,896,324

Mission and programs · 2022

Mission

Designing and delivering high quality, innovative and personalized health care, to build healthier communities and improve lives for patients, consumers, and caregivers.

  • This group return consists of five not-for-profit hospitals (AHS Hospital Corp), a not-for-profit physicians practice (Practice Associates Medical Group PC) a not-for-profit ambulance corporation (Atlantic Ambulance Corp), a not-for-profit Primary Care and OB/GYN Medical Center (Medical Center Partners, Inc.) and a not-for-profit emergency ambulance service for Hackettsown, NJ and community (Hackettsown Regional Medical Center Emergency Medical Services, Inc.).Continued on Schedule O AHS Hospital Corp.(the "Hospital") is comprised of five hospitals, the Morristown Medical Center ("Morristown Division"), the Overlook Medical Center("Overlook Division"), the Newton Medical Center ("Newton Division"),the Chilton Medical Center ("Chilton Division"), Hackettstown Medical Center ("Hackettstown Division") and Practice Associates Medical Group (PAMG). The Hospital and PAMG are organized under the not-for-profit corporation law of the State of New Jersey and are exempt from Federal income tax under Section 501(c) (3) of the Internal Revenue Code. The Hospital provides regional health care services including a broad range of adult, pediatric, obstetrical/gynecological, psychiatric, oncology, intensive care, cardiac care and newborn acute care services to patients from the counties of Morris, Essex, Passaic, Sussex, Bergen, Hunterdon, Union, Warren and Somerset in New Jersey, Pike County in Pennsylvania and southern Orange County in New York.The Hospital is also a regional health trauma center that provides tri-state coverage and provides numerous outpatient ambulatory services, rehabilitation and skilled care and emergency care.Practice Associates Medical Group doing business as Atlantic Medical Group, PA ("AMG") is a faculty plan serving all of the Hospital divisions. It is a nonprofit coroporation and an organization described in Section 501(c)(3) of the Internal Revenue Code. Originally formed to provide billing and collection services for fees generated by physicians employed by the hospital division, AMG now serves as physician-governed group practice entity with more than 1,100 providers. AMG supports the System by improving consistency, enhancing collaboration among delivering care and optimizing care system operations.Atlantic Amblulance Corp (the "Company") was established as a not-for-profit organization of Augst 3, 2001 in the State of New Jersey, exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. The Company in organized for scientific, educational and charitable purposes to sponsor, promote and assist in the establishment or maintenance of activities relating to the improvement of human health and to maintain and operate a system for providing land and air based ambulance services, primarily in New Jersey. The Company's sole member is Atalntic Health System, Inc. , a New Jersey based not-for-profit corporation.The ambulance company (Atlantic Ambulance Corp) is a not-for-profit organization established for scientific, educational and charitable purposes to sponsor, promote and assist in the establishment or maintenance of activities relating to the improvement of human health and to maintain and operate a system for providing ambulance services, including mobile intensive care unit services together with related emergency medical services, primarily in New Jersey. Medical Center Partners, Inc. opened in 2012 with two offices according to the needs assessment of the community: A Primary Care and OB/GYN.Hackettstown Regional Medical Center Emergency Medical Services, Inc. (HRMC-EMS) provides emergency ambulance service for Hackettstown, NJ and the surrounding communities. HRMC-EMS also provides patient transportation services for HRMC patients and residents/patients of other institutions such as assisted living facilities and nursing homes. Van service is also provided for outpatients in need of transportation. HRMC-EMS also provides 911 ambulance service for residents of Mount Olive Township, Knowlton Township, Roxbury and Long Valley, NJ.The following 4 entities provide assistance to older people and their caregivers by assisting them with finding the health care services and community resources that they need to live longer, healthier and more active lives. It provides skilled and compassionate support to the residents of Essex, Hunterdon, Morris, Passaic, Somerset, Sussex, Union and Warren Counties in New Jersey and Pike County in Pennsylvania.1 Adult Day Center of the Visiting Nurse Association of Somerset Hills, Inc.is an adult day services in Basking Ridge, NJ. 2. Visiting Nurse Association of Somerset Hills, Inc. is home health services.3. Visiting Nurse Association of Visiting Nurse Association of Somerset Hills Community Health Services, Inc. provides community health services.4. Visiting Nurse of Somerset Hills Home Health & Hospice Services, Inc. provides home health and hospice services.Atlantic Core Therapy and Wellness PA is a Corporation organized to engage in the business of rendering the same professional services to the public that a Doctor of Medicine or Osteopathy is authorized to render and any closely allied services. The Corporation is oragized and will be operated exclusively to further the charitable purposes of Atlantic Health System, Inc. and AHS Hospital Corp.

    Expenses $3,104,622,731 · Grants $1,297,896 · Revenue $3,688,261,065

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Samantha Pozner MD

    Trustee-AHS

    Total calculated
    $50,000
    From this org
    $50,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Albert Ritter MD

    Trustee-Atlantic Ambulance

    Total calculated
    $0
    Hours/week
    2

  • Dennis Wilson

    Trustee-AHS

    Total calculated
    $0
    Hours/week
    2

  • Jeanine Liburd

    Trustee-AHS

    Total calculated
    $0
    Hours/week
    2

  • Brian Gragnolati

    President & CEO

    Total calculated
    $7,028,324
    From this org
    $5,942,931
    From related orgs
    $0
    Other
    $1,085,393
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $2,744,023
    Bonus
    $2,437,600
    Other
    $761,308
    Deferred
    $1,068,675
    Nontaxable benefits
    $16,718
    Filer's total
    $7,028,324

  • Christopher R Reidy

    Trustee-AHS

    Total calculated
    $0
    Hours/week
    2

  • David Ferguson AA Director

    Trustee-Atlantic Ambulance

    Total calculated
    $399,145
    From this org
    $354,312
    From related orgs
    $0
    Other
    $44,833
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $283,016
    Bonus
    $70,330
    Other
    $966
    Deferred
    $21,796
    Nontaxable benefits
    $23,037
    Filer's total
    $399,145

  • Arthur Orduna

    Trustee-AHS

    Total calculated
    $0
    Hours/week
    2

  • Domenick Randazzo MD

    PAMG-Trustee

    Total calculated
    $775,977
    From this org
    $740,881
    From related orgs
    $0
    Other
    $35,096
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $498,815
    Bonus
    $240,261
    Other
    $1,805
    Deferred
    $15,858
    Nontaxable benefits
    $19,238
    Filer's total
    $775,977

  • Grant Parr MD

    Trustee-AHS

    Total calculated
    $0
    Hours/week
    2

  • Finn Wentworth

    Trustee-AHS

    Total calculated
    $0
    Hours/week
    2

  • John Calicchio MD

    PAMG-Trustee

    Total calculated
    $414,040
    From this org
    $379,984
    From related orgs
    $0
    Other
    $34,056
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $246,505
    Bonus
    $132,513
    Other
    $966
    Deferred
    $10,843
    Nontaxable benefits
    $23,213
    Filer's total
    $414,040

  • John F Vigorita MD

    Trustee-AHS

    Total calculated
    $0
    Hours/week
    2

  • David Peterson

    Trustee-Atlantic Ambulance

    Total calculated
    $198,526
    From this org
    $165,248
    From related orgs
    $0
    Other
    $33,278
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $144,849
    Bonus
    $17,140
    Other
    $3,259
    Deferred
    $10,396
    Nontaxable benefits
    $22,882
    Filer's total
    $198,526

  • Katharine Driebe

    VP of Finance

    Total calculated
    $814,091
    From this org
    $700,608
    From related orgs
    $0
    Other
    $113,483
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $450,899
    Bonus
    $182,795
    Other
    $66,914
    Deferred
    $91,584
    Nontaxable benefits
    $21,899
    Filer's total
    $814,091

  • Kevin Lenahan

    EVP,Chief Bus & Strategy

    Total calculated
    $6,049,032
    From this org
    $4,617,182
    From related orgs
    $0
    Other
    $1,431,850
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,266,037
    Bonus
    $752,083
    Other
    $2,599,062
    Deferred
    $1,415,320
    Nontaxable benefits
    $16,530
    Filer's total
    $6,049,032

  • Laura A Kelly

    Trustee-AHS Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Navpreet Minhas MD

    PAMG-Trustee

    Total calculated
    $476,870
    From this org
    $444,835
    From related orgs
    $0
    Other
    $32,035
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $321,571
    Bonus
    $122,634
    Other
    $630
    Deferred
    $8,822
    Nontaxable benefits
    $23,213
    Filer's total
    $476,870

  • Peter Bolo MD

    PAMG-Trustee

    Total calculated
    $577,936
    From this org
    $527,492
    From related orgs
    $0
    Other
    $50,444
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $458,932
    Bonus
    $65,788
    Other
    $2,772
    Deferred
    $33,550
    Nontaxable benefits
    $16,894
    Filer's total
    $577,936

  • Jeanine Bulan MD

    PAMG-Trustee

    Total calculated
    $411,662
    From this org
    $378,808
    From related orgs
    $0
    Other
    $32,854
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $307,436
    Bonus
    $70,406
    Other
    $966
    Deferred
    $9,641
    Nontaxable benefits
    $23,213
    Filer's total
    $411,662

  • Richard W Herbst

    Trustee-AHS

    Total calculated
    $0
    Hours/week
    2

  • Robert E McCracken

    Trustee-AHS Chairman

    Total calculated
    $0
    Hours/week
    2

  • Sean Nicholson

    Trustee-AHS

    Total calculated
    $0
    Hours/week
    2

  • Seth Stoller MD

    PAMG-Trustee

    Total calculated
    $729,044
    From this org
    $690,720
    From related orgs
    $0
    Other
    $38,324
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $429,598
    Bonus
    $260,492
    Other
    $630
    Deferred
    $15,111
    Nontaxable benefits
    $23,213
    Filer's total
    $729,044

  • Sheilah O'Halloran

    EVP,General Counsel

    Total calculated
    $1,587,216
    From this org
    $1,394,534
    From related orgs
    $0
    Other
    $192,682
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $763,291
    Bonus
    $430,345
    Other
    $200,898
    Deferred
    $176,152
    Nontaxable benefits
    $16,530
    Filer's total
    $1,587,216

  • Steven Sheris MD

    EVP,Chief Phy Exec

    Total calculated
    $2,202,604
    From this org
    $1,955,174
    From related orgs
    $0
    Other
    $247,430
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $887,037
    Bonus
    $879,206
    Other
    $188,931
    Deferred
    $227,539
    Nontaxable benefits
    $19,891
    Filer's total
    $2,202,604

  • Shai Gavi MD

    PAMG-Trustee

    Total calculated
    $598,087
    From this org
    $569,074
    From related orgs
    $0
    Other
    $29,013
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $403,448
    Bonus
    $164,660
    Other
    $966
    Deferred
    $5,800
    Nontaxable benefits
    $23,213
    Filer's total
    $598,087

  • Theresa Giannattasio DO

    PAMG-Trustee

    Total calculated
    $239,589
    From this org
    $220,470
    From related orgs
    $0
    Other
    $19,119
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $209,310
    Bonus
    $6,710
    Other
    $4,450
    Deferred
    $8,609
    Nontaxable benefits
    $10,510
    Filer's total
    $239,589

  • Christina Johnson MD

    PAMG-Trustee

    Total calculated
    $284,895
    From this org
    $265,545
    From related orgs
    $0
    Other
    $19,350
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $213,160
    Bonus
    $51,977
    Other
    $408
    Deferred
    $8,861
    Nontaxable benefits
    $10,489
    Filer's total
    $284,895

  • Jessica Petilla-Onorato MD

    PAMG-Trustee

    Total calculated
    $403,751
    From this org
    $380,280
    From related orgs
    $0
    Other
    $23,471
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $363,798
    Bonus
    $14,676
    Other
    $1,806
    Deferred
    $12,735
    Nontaxable benefits
    $10,736
    Filer's total
    $403,751

  • Jason Smith MD

    PAMG-Trustee

    Total calculated
    $831,927
    From this org
    $795,974
    From related orgs
    $0
    Other
    $35,953
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $469,396
    Bonus
    $326,158
    Other
    $420
    Deferred
    $14,560
    Nontaxable benefits
    $21,393
    Filer's total
    $831,927

  • Lee Starker MD

    PAMG-Trustee

    Total calculated
    $944,057
    From this org
    $906,148
    From related orgs
    $0
    Other
    $37,909
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $593,330
    Bonus
    $312,398
    Other
    $420
    Deferred
    $14,696
    Nontaxable benefits
    $23,213
    Filer's total
    $944,057

  • Anthony Frisoli MD

    PAMG-Trustee

    Total calculated
    $520,520
    From this org
    $509,139
    From related orgs
    $0
    Other
    $11,381
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $483,507
    Bonus
    $22,117
    Other
    $3,515
    Deferred
    $871
    Nontaxable benefits
    $10,510
    Filer's total
    $520,520

  • Charles Reid III

    Trustee-VNASH Organization

    Total calculated
    $0
    Hours/week
    2

  • Robert Pedowitz DO

    Trustee-PAMG

    Total calculated
    $360,518
    From this org
    $333,085
    From related orgs
    $0
    Other
    $27,433
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $308,547
    Bonus
    $23,572
    Other
    $966
    Deferred
    $4,220
    Nontaxable benefits
    $23,213
    Filer's total
    $360,518

  • Christopher Herzog

    PAMG,VP & COO

    Total calculated
    $772,731
    From this org
    $672,200
    From related orgs
    $0
    Other
    $100,531
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $416,850
    Bonus
    $192,818
    Other
    $62,532
    Deferred
    $77,494
    Nontaxable benefits
    $23,037
    Filer's total
    $772,731

  • Christopher Zipp MD

    PAMG-Physician

    Total calculated
    $615,063
    From this org
    $573,458
    From related orgs
    $0
    Other
    $41,605
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $480,052
    Bonus
    $92,440
    Other
    $966
    Deferred
    $21,350
    Nontaxable benefits
    $20,255
    Filer's total
    $615,063

  • Frederico Cerrone MD

    PAMG-Chair

    Total calculated
    $787,148
    From this org
    $758,156
    From related orgs
    $0
    Other
    $28,992
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $444,024
    Bonus
    $311,360
    Other
    $2,772
    Deferred
    $12,098
    Nontaxable benefits
    $16,894
    Filer's total
    $787,148

  • Nichell Sumpter

    EVP,Chief Admin Officer

    Total calculated
    $1,861,489
    From this org
    $1,650,538
    From related orgs
    $0
    Other
    $210,951
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $768,201
    Bonus
    $757,596
    Other
    $124,741
    Deferred
    $194,240
    Nontaxable benefits
    $16,711
    Filer's total
    $1,861,489

  • Patricia O'Keefe

    SVP,Pres MMC

    Total calculated
    $1,895,851
    From this org
    $1,657,797
    From related orgs
    $0
    Other
    $238,054
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $904,052
    Bonus
    $569,535
    Other
    $184,210
    Deferred
    $222,349
    Nontaxable benefits
    $15,705
    Filer's total
    $1,895,851

  • Robert Adams Jr

    SVP,Pres West Region

    Total calculated
    $1,082,421
    From this org
    $938,328
    From related orgs
    $0
    Other
    $144,093
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $550,818
    Bonus
    $386,544
    Other
    $966
    Deferred
    $121,190
    Nontaxable benefits
    $22,903
    Filer's total
    $1,082,421

  • Stephanie Schwartz

    SVP,Pres OMC

    Total calculated
    $1,503,194
    From this org
    $1,318,892
    From related orgs
    $0
    Other
    $184,302
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $715,902
    Bonus
    $472,600
    Other
    $130,390
    Deferred
    $164,086
    Nontaxable benefits
    $20,216
    Filer's total
    $1,503,194

  • Scott Leighty

    EVP,Chief Health Sys Officer

    Total calculated
    $732,101
    From this org
    $644,527
    From related orgs
    $0
    Other
    $87,574
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $543,141
    Bonus
    $100,000
    Other
    $1,386
    Deferred
    $77,589
    Nontaxable benefits
    $9,985
    Filer's total
    $732,101

  • Suja Mathew

    EVP,Chief Clinical Officer

    Total calculated
    $820,796
    From this org
    $717,307
    From related orgs
    $0
    Other
    $103,489
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $591,675
    Bonus
    $125,000
    Other
    $632
    Deferred
    $88,535
    Nontaxable benefits
    $14,954
    Filer's total
    $820,796

  • Michael Walter

    SVP,Chief Financial Officer

    Total calculated
    $292,478
    From this org
    $255,292
    From related orgs
    $0
    Other
    $37,186
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $205,292
    Bonus
    $50,000
    Other
    $0
    Deferred
    $33,750
    Nontaxable benefits
    $3,436
    Filer's total
    $292,478

  • Maureen Schneider

    SVP,Pres CMC

    Total calculated
    $700,627
    From this org
    $612,652
    From related orgs
    $0
    Other
    $87,975
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $477,823
    Bonus
    $109,714
    Other
    $25,115
    Deferred
    $87,276
    Nontaxable benefits
    $699
    Filer's total
    $700,627

  • Sunil Dadlani

    EVP,Chief-Inf/Dig Trans Officer

    Total calculated
    $1,370,635
    From this org
    $1,197,714
    From related orgs
    $0
    Other
    $172,921
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $723,308
    Bonus
    $472,600
    Other
    $1,806
    Deferred
    $154,498
    Nontaxable benefits
    $18,423
    Filer's total
    $1,370,635

  • Eric Whitman MD

    Physician

    Total calculated
    $1,124,251
    From this org
    $1,079,907
    From related orgs
    $0
    Other
    $44,344
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $959,657
    Bonus
    $117,478
    Other
    $2,772
    Deferred
    $27,450
    Nontaxable benefits
    $16,894
    Filer's total
    $1,124,251

  • James Wittig MD

    Physician-Chair

    Total calculated
    $3,494,839
    From this org
    $3,468,103
    From related orgs
    $0
    Other
    $26,736
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $2,592,037
    Bonus
    $875,100
    Other
    $966
    Deferred
    $16,226
    Nontaxable benefits
    $10,510
    Filer's total
    $3,494,839

  • Rolando Rolandelli MD

    Chairman-Dep of Surgery

    Total calculated
    $1,170,214
    From this org
    $1,119,770
    From related orgs
    $0
    Other
    $50,444
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $758,487
    Bonus
    $357,956
    Other
    $3,327
    Deferred
    $33,550
    Nontaxable benefits
    $16,894
    Filer's total
    $1,170,214

  • Madeline Ferraro

    VP,Gov't and Public Affairs

    Total calculated
    $3,392,785
    From this org
    $1,557,542
    From related orgs
    $0
    Other
    $1,835,243
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $415,486
    Bonus
    $142,105
    Other
    $999,951
    Deferred
    $1,821,724
    Nontaxable benefits
    $13,519
    Filer's total
    $3,392,785

  • Jeffrey Leary

    Physician

    Total calculated
    $1,368,243
    From this org
    $1,331,585
    From related orgs
    $0
    Other
    $36,658
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $837,786
    Bonus
    $493,379
    Other
    $420
    Deferred
    $13,445
    Nontaxable benefits
    $23,213
    Filer's total
    $1,368,243

  • Mark Widmann

    Physician

    Total calculated
    $1,377,281
    From this org
    $1,339,768
    From related orgs
    $0
    Other
    $37,513
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $949,023
    Bonus
    $387,973
    Other
    $2,772
    Deferred
    $14,300
    Nontaxable benefits
    $23,213
    Filer's total
    $1,377,281

  • Philippe Genereux MD

    Physician

    Total calculated
    $1,304,073
    From this org
    $1,274,968
    From related orgs
    $0
    Other
    $29,105
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,274,238
    Bonus
    $100
    Other
    $630
    Deferred
    $8,850
    Nontaxable benefits
    $20,255
    Filer's total
    $1,304,073

  • Dimitrios Karmpaliotis

    Physician

    Total calculated
    $1,241,350
    From this org
    $1,239,472
    From related orgs
    $0
    Other
    $1,878
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,236,906
    Bonus
    $1,600
    Other
    $966
    Deferred
    $1,003
    Nontaxable benefits
    $875
    Filer's total
    $1,241,350

  • Hsiu Su

    Physician

    Total calculated
    $1,261,269
    From this org
    $1,222,801
    From related orgs
    $0
    Other
    $38,468
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $687,273
    Bonus
    $534,898
    Other
    $630
    Deferred
    $15,255
    Nontaxable benefits
    $23,213
    Filer's total
    $1,261,269

  • Alan Lieber-Termed 73121

    Former AHS Officer

    Total calculated
    $209,095
    From this org
    $209,095
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $209,095
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $209,095

  • Jan Schwartz-Miller MD

    Former AHS Officer

    Total calculated
    $224,914
    From this org
    $224,914
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $224,914
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $224,914

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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 1a
The organization pays for and/or provides life insurance premiums and long term disability premiums and executive health physical examinations for certain officers, directors and key employees. Such payments made on behalf of these individuals are generally grossed up and inputed and included as taxable compensation in their respective W-2's. The organization provided the following individuals with additional Basic Long Term Disability, Supplemental Long Term Disability, Life Insurance and Long Term Care. The value of these premiums indicated below were included in each of the individual's 2022 W-2 as taxable compensation. Brian Gragnolati 65,373 Kevin Lenahan 18,442 Sheilah O'Halloran 38,597 Patricia O'Keefe 39,086 Stephanie Schwartz 24,058 Steven Sheris 32,972 Nichell Sumpter 13,696 Christopher Herzog 14,555
Part I, Line 4b
2022 Mid Career Hire Plan Earned Credits The following Officer/trustee/key employee earned credits in the non-qualified retirement plan-457(f) plan known as the Mid-Career Hire Plan (MCHP): Kevin Lenahan $1,387,870 Madeline Ferraro 1,788,224 The above amount represents earned credits which have not vested and were not included in the respective 2022 W-2 compensation. However, the earned credits were included as Other Compensation in Column (F) of Part VII and as Deferred Compensation in Column (C) of Part II, Schedule J of the 2022 IRS 990 tax return per IRS guidance. Once the officer meets the applicable vesting criteria of the plan, the MCHP credits will be included as taxable compensation in their respective W-2's of that year. 2022 Mid Career Hire Plan The organization provides a supplemental non-qualified retirement plan (457f plan) known as the Mid-Career Hire Plan (MCHP) for certain officers and key employees. During 2022, the following officer/key employee received vested distributions in this non-qualified retirement plan. Such distributions were included in Box 1, Box 5 and Box 16 of their respective Form W-2: Kevin Lenahan $2,578,814 Madeline Ferraro 983,581 The Mid Career Hire Plan was terminated effective January 1, 2023. Any existing participants were transferred at that time into the Supplmental Exectiuve Retirement Plan (SERP) as outlined below. 2022 Supplemental Executive Retirement Plan (SERP) Earned Credits Atlantic Health implemented a non-qualified Supplemental Executive Retirement Plan (SERP) paid entirely by Atlantic Health System. The SERP is provided to individuals that hold an executive position with Atlantic Health System. The SERP is in addition to benefits provided under the Atlantic Health System 403(b) and the Cash Balance plan if hired prior to December 15, 2013. During 2022, the following Officers (Executives) received SERP credits: Brian Gragnolati 1,051,602 Steven Sheris, MD 216,864 Katharine Driebe 64,134 Sheilah O'Halloran 148,702 Patricia O'Keefe 182,699 Nichell Sumpter 185,390 Stephanie Schwartz 146,336 Christopher Herzog 63,444 Robert Adams, Jr. 113,347 Michael Walter 33,750 Scott Leighty 77,589 Suja Mathew 88,535 Sunil Dadlani 144,289 Maureen Schneider 73,518 The above amounts represent earned credits which have not vested and were not included in their respective 2022 W-2 compensation. However, the earned credits were included as Other Compensation in Column (F) of Part VII and in Schedule J, Column (C) of the 2022 IRS 990 tax return per IRS guidance. Once the officer meets the applicable vesting criteria of the plan, the SERP credits will be included as taxable compensation in their respective Form W-2 of that year. 2022 Supplemental Executive Retirement Plan (SERP)Taxable Distributions The following officers received taxable SERP distributions during 2022 based on the vesting criteria of the plan document. These taxable SERP distributions were included in their respective 2022 W-2s and are reported in Other Reportable Compensation in Schedule J (Sch J, (B)(ii))of the this IRS 990: Brian Gragnolati $690,901 Katharine Driebe 65,108 Sheliah O'Halloran 159,330 Patricia O'Keefe 142,351 Steven Sheris 153,187 Stephanie Schwartz 104,526 Nichell Sumpter 110,079 Christopher Herzog 47,347
Part I, Line 7
An annual incentive plan exists for the senior management team. The incentive plan distributes bonuses to the senior management team based on performance results on various performance measurements. The performance measurements include: operating gain/loss expense per adjusted admission patient satisfaction scores inpatient and outpatient volumes employee engagement scores quality and safety results. The above performance measures have the following three specific performance goals in order to determine any incentive award: Threshold Target Maximum

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

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

  • AMBULATORY SURGICAL CENTER AT MMC HEALTH PAVILION LLC

    To own and operate an ambulatory surgical center · NJ · income $644,536 · assets $0

    Directly controlled by AHS Hospital Corp

  • Healthcare Quality Partners LLC

    Accountable Care Organization (ACO) Services · NJ · income $808 · assets $0

    Directly controlled by AHS Hospital Corp

  • Atlantic Alliance LLC

    Accountable Care Organization (ACO) Services · NJ

    Directly controlled by AHs Hospital Corp

Related partnerships

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

  • Morristown Medical Investors

    Real Estate · NJ

  • Primary Care Partners LLC

    Physician Services · NJ

  • Atlantic Rehabilitation Institute LLC

    Rehabilitation Facility · KY

  • Atlantic Health Partners LLC

    Physician Services · NJ

Related corporations and trusts

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

  • Atlantic Health Management Corp and Subsidiaries

    C · Healthcare Related Services · NJ

  • AHS Insurance Company Ltd

    C · Insurance · NJ

  • Nutley Medical Care PA

    C · Healthcare · NJ · 100% owned · controlled entity

    Directly controlled by Atlantic Health System Inc

  • Non-Invasive Diagnostics PA

    C · Healthcare · NJ · 100% owned · controlled entity

    Directly controlled by Atlantic Health System Inc

  • Speciality Care of Practice Associates PA

    C · Healthcare · NJ · 100% owned · controlled entity

    Directly controlled by Atlantic Health System Inc

  • Maternal Fetal Medicine of Practice Associates PA

    C · Healthcare · NJ · 100% owned · controlled entity

    Directly controlled by Atlantic Health System Inc

  • Madison Pediatrics PA

    C · Healthcare · NJ · 100% owned · controlled entity

    Directly controlled by Atlantic Health System Inc

  • AHS ACO LLC

    C · Physician Practice · NJ

  • The Northwest New Jersey MedicalSurgical Alliance PC

    C · Healthcare Services · NJ

  • The Northwest New Jersey Urgent Care Alliance PC

    C · Healthcare Services · NJ

  • Chilton Community Care Inc and Subs

    C · Healthcare · NJ

  • Atlantic Advanced Urgent Care LLC

    C · Healthcare · NJ

  • Care Better ACO LLC

    C · Physician Practice · NJ

  • Atlantic Executive Health PA

    C · Physician Practice · NJ

  • AHS Health Network LLC

    C · Physician Practice · NJ

  • Atlantic Health ACO LLC

    C · Physician Practice · NJ

  • Tertiary Care Specialists of Practice Associates PA

    C · Physician Practice · NJ

  • Visiting Nurse Assoc of Somerset Hills Office Park Condo

    C · Home health services · NJ

  • Ancillary Specialists of Practice Associates PA

    C · Physician Practice · NJ

  • Functional Medicine of Practice Associates PA

    C · Physician Practice · NJ

  • Atlantic Urgent Care LLC

    C · Healthcare · NJ

  • CentraState Healthcare Services Inc

    C · Heatlh Services · NJ · 51% owned

    Directly controlled by Atlantic Health System Inc

  • CentraState Medical Associates PC

    C · Health Services · NJ · 51% owned

    Directly controlled by Atlantic Health System Inc

  • CentraState Specialists PC

    C · Health Services · NJ · 51% owned

    Directly controlled by Atlantic Health System Inc

  • CentraState Captive Insurance Co LTD

    Health Services · CJ · 51% owned

    Directly controlled by Atlantic Health System Inc

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323179349302327

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