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Nonprofiteer
← ELMHURST MEMORIAL HEALTHCARE

Form 990 for tax year 2023

Filed by ELMHURST MEMORIAL HEALTHCARE.

Totals

Total revenue
$640,918,666
Total expenses
$476,105,208
Contributions and grants received
$2,768,112
Grants paid
$296,771
Program services expenses (Part IX)
$449,588,847
Management and general expenses
$25,481,659
Fundraising expenses
$1,034,702
Program service expenses (Part III)
$449,588,847

Program services were 94.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Kenneth Wegner

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Margaret Dixon Harrell

    Schedule O

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • Michelle Meziere

    Schedule O

    Total calculated
    $498,093
    From this org
    $449,547
    From related orgs
    $0
    Other
    $48,546
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $445,726
    Bonus
    $1,500
    Other
    $2,321
    Deferred
    $14,850
    Nontaxable benefits
    $33,696
    Filer's total
    $498,093

  • Sean Chou

    Schedule O

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • Adam Schriedel

    Schedule O

    Total calculated
    $472,936
    From this org
    $0
    From related orgs
    $438,288
    Other
    $34,648
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $418,016 related
    Bonus
    $0 + $15,548 related
    Other
    $0 + $4,724 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $19,798 related
    Filer's total
    $0 + $472,936 related

  • Ann Gunst

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Anne Oldenburg

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Brad Cutler

    Schedule O

    Total calculated
    $432,676
    From this org
    $0
    From related orgs
    $388,066
    Other
    $44,610
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,405 related
    Bonus
    $0
    Other
    $0 + $661 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $29,760 related
    Filer's total
    $0 + $432,676 related

  • Caron Lizzadro

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Christina Morrissey

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Christine Jeffries

    Schedule O

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Danelle Achepohl

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Daniel Sullivan

    Schedule O

    Total calculated
    $969,208
    From this org
    $0
    From related orgs
    $821,515
    Other
    $147,693
    Hours/week
    3 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $109,501 related
    Bonus
    $0 + $94,062 related
    Other
    $0 + $617,952 related
    Deferred
    $0 + $145,440 related
    Nontaxable benefits
    $0 + $2,253 related
    Filer's total
    $0 + $969,208 related

  • Daniel Welz

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • David Morrissey

    Schedule O

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Edward Momkus

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Aquino

    Schedule O

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • James McNamara

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Joseph Dant

    Schedule O

    Total calculated
    $1,151,360
    From this org
    $0
    From related orgs
    $995,003
    Other
    $156,357
    Hours/week
    2 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $716,566 related
    Bonus
    $0 + $117,223 related
    Other
    $0 + $161,214 related
    Deferred
    $0 + $125,052 related
    Nontaxable benefits
    $0 + $31,305 related
    Filer's total
    $0 + $1,151,360 related

  • Mark Gomez

    Schedule O

    Total calculated
    $510,123
    From this org
    $0
    From related orgs
    $465,103
    Other
    $45,020
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $459,315 related
    Bonus
    $0 + $4,185 related
    Other
    $0 + $1,603 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $30,170 related
    Filer's total
    $0 + $510,123 related

  • Michael Grant

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Michael Hoffman

    Schedule O

    Total calculated
    $479,215
    From this org
    $0
    From related orgs
    $441,586
    Other
    $37,629
    Hours/week
    3 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,570 related
    Bonus
    $0 + $14,540 related
    Other
    $0 + $5,476 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $22,779 related
    Filer's total
    $0 + $479,215 related

  • Michael Martirano

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Paul Koch

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Ram Shivakumar

    Schedule O

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • Ravi Nemivant

    Schedule O

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Raymond Janevicius

    Schedule O

    Total calculated
    $562,709
    From this org
    $0
    From related orgs
    $525,804
    Other
    $36,905
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $501,712 related
    Bonus
    $0 + $540 related
    Other
    $0 + $23,552 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $22,055 related
    Filer's total
    $0 + $562,709 related

  • Richard Inskeep

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Richard Reichert

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Robert Platt

    Schedule O

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Ryon Hennessey

    Schedule O

    Total calculated
    $0
    Hours/week
    1

  • Tom S Lee

    Schedule O

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Valerie Cahill

    Schedule O

    Total calculated
    $0
    Hours/week
    3 + 4 related

  • Walter Whang

    Schedule O

    Total calculated
    $575,920
    From this org
    $0
    From related orgs
    $525,889
    Other
    $50,031
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $519,019 related
    Bonus
    $0
    Other
    $0 + $6,870 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $35,181 related
    Filer's total
    $0 + $575,920 related

  • Chris J Mollet

    Schedule O

    Total calculated
    $1,016,097
    From this org
    $0
    From related orgs
    $859,893
    Other
    $156,204
    Hours/week
    3 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,688 related
    Bonus
    $0 + $100,906 related
    Other
    $0 + $580,299 related
    Deferred
    $0 + $149,148 related
    Nontaxable benefits
    $0 + $7,056 related
    Filer's total
    $0 + $1,016,097 related

  • Denise Chamberlain

    Schedule O

    Total calculated
    $1,494,552
    From this org
    $0
    From related orgs
    $1,336,373
    Other
    $158,179
    Hours/week
    3 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $634,520 related
    Bonus
    $0 + $111,224 related
    Other
    $0 + $590,629 related
    Deferred
    $0 + $144,204 related
    Nontaxable benefits
    $0 + $13,975 related
    Filer's total
    $0 + $1,494,552 related

  • Douglas D Welday

    Schedule O

    Total calculated
    $2,034,913
    From this org
    $0
    From related orgs
    $1,750,748
    Other
    $284,165
    Hours/week
    3 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $861,244 related
    Bonus
    $0 + $869,308 related
    Other
    $0 + $20,196 related
    Deferred
    $0 + $257,414 related
    Nontaxable benefits
    $0 + $26,751 related
    Filer's total
    $0 + $2,034,913 related

  • Gerald P Gallagher

    Schedule O

    Total calculated
    $6,283,528
    From this org
    $0
    From related orgs
    $4,100,532
    Other
    $2,182,996
    Hours/week
    3 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,988,060 related
    Bonus
    $0 + $2,102,878 related
    Other
    $0 + $9,594 related
    Deferred
    $0 + $2,145,878 related
    Nontaxable benefits
    $0 + $37,118 related
    Filer's total
    $0 + $6,283,528 related

  • Jason Ogden

    Schedule O

    Total calculated
    $518,034
    From this org
    $0
    From related orgs
    $475,130
    Other
    $42,904
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,037 related
    Bonus
    $0 + $128,318 related
    Other
    $0 + $28,775 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $28,054 related
    Filer's total
    $0 + $518,034 related

  • Jessica Wolf

    Schedule O

    Total calculated
    $229,060
    From this org
    $192,764
    From related orgs
    $0
    Other
    $36,296
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,437
    Bonus
    $6,876
    Other
    $3,451
    Deferred
    $8,674
    Nontaxable benefits
    $27,622
    Filer's total
    $229,060

  • Kimberly Darey

    Schedule O

    Total calculated
    $751,836
    From this org
    $596,162
    From related orgs
    $0
    Other
    $155,674
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $502,298
    Bonus
    $90,626
    Other
    $3,238
    Deferred
    $123,300
    Nontaxable benefits
    $32,374
    Filer's total
    $751,836

  • Shivani Bautista

    Schedule O

    Total calculated
    $701,764
    From this org
    $0
    From related orgs
    $655,182
    Other
    $46,582
    Hours/week
    2 + 47 related

    Schedule J breakdown matched by us

    Base
    $0 + $508,780 related
    Bonus
    $0 + $145,031 related
    Other
    $0 + $1,371 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $31,732 related
    Filer's total
    $0 + $701,764 related

  • Arvind Ramanathan

    Schedule O

    Total calculated
    $213,680
    From this org
    $173,095
    From related orgs
    $0
    Other
    $40,585
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $166,063
    Bonus
    $6,654
    Other
    $378
    Deferred
    $7,789
    Nontaxable benefits
    $32,796
    Filer's total
    $213,680

  • Catherine Smith

    Schedule O

    Total calculated
    $356,718
    From this org
    $322,651
    From related orgs
    $0
    Other
    $34,067
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $281,190
    Bonus
    $9,674
    Other
    $31,787
    Deferred
    $14,519
    Nontaxable benefits
    $19,548
    Filer's total
    $356,718

  • Katie McGovern

    Schedule O

    Total calculated
    $440,409
    From this org
    $0
    From related orgs
    $337,115
    Other
    $103,294
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,642 related
    Bonus
    $0 + $36,099 related
    Other
    $0 + $2,374 related
    Deferred
    $0 + $71,077 related
    Nontaxable benefits
    $0 + $32,217 related
    Filer's total
    $0 + $440,409 related

  • Marcella Lafido

    Schedule O

    Total calculated
    $396,008
    From this org
    $352,283
    From related orgs
    $0
    Other
    $43,725
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,370
    Bonus
    $35,532
    Other
    $50,381
    Deferred
    $14,850
    Nontaxable benefits
    $28,875
    Filer's total
    $396,008

  • Marianne Spencer

    Schedule O

    Total calculated
    $729,970
    From this org
    $610,636
    From related orgs
    $0
    Other
    $119,334
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $436,813
    Bonus
    $62,248
    Other
    $111,575
    Deferred
    $89,832
    Nontaxable benefits
    $29,502
    Filer's total
    $729,970

  • Philip C Williams

    Schedule O

    Total calculated
    $461,211
    From this org
    $0
    From related orgs
    $417,622
    Other
    $43,589
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,051 related
    Bonus
    $0 + $75,331 related
    Other
    $0 + $51,240 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $28,739 related
    Filer's total
    $0 + $461,211 related

  • Susan Tyburski

    Schedule O

    Total calculated
    $214,611
    From this org
    $197,044
    From related orgs
    $0
    Other
    $17,567
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,745
    Bonus
    $6,907
    Other
    $392
    Deferred
    $8,867
    Nontaxable benefits
    $8,700
    Filer's total
    $214,611

  • William Wallin

    Schedule O

    Total calculated
    $208,792
    From this org
    $170,325
    From related orgs
    $0
    Other
    $38,467
    Hours/week
    39

    Schedule J breakdown matched by us

    Base
    $157,951
    Bonus
    $200
    Other
    $12,174
    Deferred
    $7,665
    Nontaxable benefits
    $30,802
    Filer's total
    $208,792

  • Anita Shroff

    Schedule O

    Total calculated
    $645,033
    From this org
    $627,322
    From related orgs
    $0
    Other
    $17,711
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $626,383
    Bonus
    $0
    Other
    $939
    Deferred
    $14,850
    Nontaxable benefits
    $2,861
    Filer's total
    $645,033

  • Brock Franklin

    Schedule O

    Total calculated
    $699,448
    From this org
    $681,384
    From related orgs
    $0
    Other
    $18,064
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $679,620
    Bonus
    $0
    Other
    $1,764
    Deferred
    $14,850
    Nontaxable benefits
    $3,214
    Filer's total
    $699,448

  • Daniel Belmont

    Schedule O

    Total calculated
    $696,062
    From this org
    $646,714
    From related orgs
    $0
    Other
    $49,348
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $643,996
    Bonus
    $0
    Other
    $2,718
    Deferred
    $14,850
    Nontaxable benefits
    $34,498
    Filer's total
    $696,062

  • Samuel Hayward

    Schedule O

    Total calculated
    $1,153,188
    From this org
    $1,105,804
    From related orgs
    $0
    Other
    $47,384
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,104,592
    Bonus
    $0
    Other
    $1,212
    Deferred
    $14,850
    Nontaxable benefits
    $32,534
    Filer's total
    $1,153,188

  • Thomas King

    Schedule O

    Total calculated
    $1,083,884
    From this org
    $1,036,153
    From related orgs
    $0
    Other
    $47,731
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,034,370
    Bonus
    $0
    Other
    $1,783
    Deferred
    $14,850
    Nontaxable benefits
    $32,881
    Filer's total
    $1,083,884

  • Andy Tremble

    Schedule O

    Total calculated
    $211,995
    From this org
    $175,808
    From related orgs
    $0
    Other
    $36,187
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,809
    Bonus
    $9,106
    Other
    $18,893
    Deferred
    $7,911
    Nontaxable benefits
    $28,276
    Filer's total
    $211,995

  • Dawn Sandner

    Schedule O

    Total calculated
    $217,818
    From this org
    $197,633
    From related orgs
    $0
    Other
    $20,185
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,312
    Bonus
    $6,577
    Other
    $14,744
    Deferred
    $8,893
    Nontaxable benefits
    $11,292
    Filer's total
    $217,818

  • Kristi Devalk-Caswick

    Schedule O

    Total calculated
    $200,975
    From this org
    $0
    From related orgs
    $188,909
    Other
    $12,066
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,392 related
    Bonus
    $0 + $6,101 related
    Other
    $0 + $12,416 related
    Deferred
    $0 + $8,501 related
    Nontaxable benefits
    $0 + $3,565 related
    Filer's total
    $0 + $200,975 related

  • Mary Lou Mastro

    Schedule O

    Total calculated
    $2,993,353
    From this org
    $0
    From related orgs
    $2,978,503
    Other
    $14,850
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $20,192 related
    Bonus
    $0 + $196,875 related
    Other
    $0 + $2,761,436 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,993,353 related

  • Michael McKenna

    Schedule O

    Total calculated
    $313,387
    From this org
    $272,413
    From related orgs
    $0
    Other
    $40,974
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $237,929
    Bonus
    $8,618
    Other
    $25,866
    Deferred
    $12,259
    Nontaxable benefits
    $28,715
    Filer's total
    $313,387

  • Pamela Dunley

    Schedule O

    Total calculated
    $617,785
    From this org
    $0
    From related orgs
    $602,935
    Other
    $14,850
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $10,017 related
    Bonus
    $0 + $82,041 related
    Other
    $0 + $510,877 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $617,785 related

  • Rita Magnuson

    Schedule O

    Total calculated
    $224,887
    From this org
    $187,991
    From related orgs
    $0
    Other
    $36,896
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,079
    Bonus
    $6,819
    Other
    $1,093
    Deferred
    $8,460
    Nontaxable benefits
    $28,436
    Filer's total
    $224,887

  • Ryan Garland

    Schedule O

    Total calculated
    $262,150
    From this org
    $0
    From related orgs
    $223,431
    Other
    $38,719
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,646 related
    Bonus
    $0 + $7,257 related
    Other
    $0 + $25,528 related
    Deferred
    $0 + $10,054 related
    Nontaxable benefits
    $0 + $28,665 related
    Filer's total
    $0 + $262,150 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
The organization's officers and certain key employees are offered life insurance and long-term disability benefits. A transition bonus is paid to certain executives that no longer receive a gross-up payment to cover the tax impacts for life insurance and long-term disability.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
ALL EMPLOYEES ARE OFFERED A MEMBERSHIP AT THE EDWARD HEALTH & FITNESS CENTER, AN AFFILIATE OF EDWARD-ELMHURST HEALTHCARE , AS A TAXABLE EMPLOYEE BENEFIT. THE VALUE OF THIS BENEFIT IS DETERMINED BASED UPON THE FAIR MARKET VALUE OF THESE MEMBERSHIPS, WHICH IS IN TURN DETERMINED BASED UPON THE ACTUAL AMOUNT THAT THE EDWARD HEALTH & FITNESS CENTER CHARGES TO OTHER CORPORATE CUSTOMERS.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
A detailed compensation review of the top executives, including the Chief Executive Officer, is conducted annually. Market data is collected and assessed by an external independent compensation consultant who specializes in compensation consulting within the healthcare industry. The work product from this study is reviewed separately with Endeavor Health legal counsel. Market data for base and variable compensation is assessed annually for integrated delivery systems and academic medical centers that are similar in size and complexity. The market assessment includes assessing job content in order to make appropriate market data comparisons. Specific recommendations are then reviewed, discussed and approved as appropriate with the Endeavor Health Compensation Committee, in session with legal counsel present, in advance of implementation.
Schedule J, Part I, Line 4a Severance or change-of-control payment
As of December 31, 2022, an executive signed a change-of-control arrangement. No payments were made under these arrangements in 2023.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
INDIVIDUALS WHO HAVE THE TITLE OF VICE PRESIDENT OR HIGHER ARE ELIGIBLE TO PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP); ANY ELIGIBLE PARTICIPANTS MUST BE APPROVED BY THE EDWARD-ELMHURST HEALTHCARE BOARD OF TRUSTEES. THE SERP WAS ESTABLISHED TO RECOGNIZE THE VALUABLE CONTRIBUTIONS THAT EACH OF THE PARTICIPANTS MAKES TO THE OPERATIONS OF EDWARD-ELMHURST HEALTHCARE AND TO REWARD CERTAIN EXECUTIVE EMPLOYEES FOR THEIR LONG-TERM SERVICE AND COMMITMENT TO EDWARD-ELMHURST HEALTHCARE. THE SERP IS DESIGNED TO SUPPLEMENT THESE PARTICIPANTS' INCOME IF THEY REMAIN WITH EDWARD-ELMHURST HEALTHCARE UNTIL AGE 65. IN EXCHANGE FOR THIS LONG-TERM SERVICE, EDWARD-ELMHURST HEALTHCARE WANTS TO SUPPLEMENT THESE PARTICIPANTS' RETIREMENT INCOME WITH ADDITIONAL ANNUAL COMPENSATION THAT IS INVESTED IN AN ANNUITY CONTRACT OR A LIFE INSURANCE VEHICLE; CONTRIBUTIONS VEST AFTER FIVE YEARS. THE FOLLOWING INTERESTED PERSONS RECEIVED DEFERRALS TO THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023; THESE DEFERRALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). Chamberlain, Denise 126,125 Dant, Joseph C 31,531 Darey, Kimberley 78,208 McGovern, Katie 53,044 Gallagher, Gerald P. 400,558 Welday, Douglas D. 109,254 THE FOLLOWING INTERESTED PERSONS RECEIVED DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023; THESE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND SCHEDULE J, PART II, COLUMN (F), AS APPLICABLE. Dant, Joseph C 503,579 Dunley, Pam 114,337 MASTRO, MARY L 293,825 Mollet, Chris J 130,925 Spencer, Marianne 105,134 Sullivan, Daniel 127,325 Gallagher, Gerald P. 2,057,902 Welday, Douglas D. 360,309
Schedule J, Part I, Line 7 Non-fixed payments
SCHEDULE J, PART 1, LINE 7 IS ANSWERED YES BECAUSE CERTAIN INDIVIDUALS, WHOSE SALARY AND BENEFITS ARE PAID BY THE REPORTING ORGANIZATION OR A RELATED ORGANIZATION, RECEIVED A NONFIXED PAYMENT (BONUS) DURING THE YEAR. THE NON-FIXED PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) AS BONUSES. THE BONUS AMOUNTS DETERMINED ARE BASED ON A FIXED PERCENTAGE OF BASE COMPENSATION, HOWEVER THEY ARE DISCRETIONARY IN NATURE, IN THAT DISCRETION IS GIVEN AS TO WHETHER OR NOT A BONUS WILL BE PAID FOR THE REPORTING PERIOD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
22 February 2025
IRS schema version
2023v6.0
Source object
202510529349302051

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