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Nonprofiteer
← MOUNT NITTANY HEALTH SYSTEM

Form 990 for tax year 2023

Filed by MOUNT NITTANY HEALTH SYSTEM.

Totals

Total revenue
$751,537
Total expenses
$751,537
Contributions and grants received
$751,537
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$751,537
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$751,537

Program services were 100.0% 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.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $751,537

Functional expenses

Part IX, the statement of functional expenses.

  • 24a · Other expenses: ADMINISTRATIVE EXPENSES

    total $751,537 · program services $751,537

Mission and programs · 2023

Mission

TO PROVIDE MANAGEMENT AND ADMINISTRATIVE SERVICES TO ALL MOUNT NITTANY HEALTH SUSIDIARIES.

Activities or mission (Part I)

TO PROVIDE MANAGEMENT AND ADMINISTRATIVE SERVICES TO ALL MOUNT NITTANY HEALTH SUBSIDIARIES.

  • MOUNT NITTANY HEALTH SYSTEM IS AN AFFILIATION WHICH INCLUDES AN ACUTE CARE HOSPITAL (MOUNT NITTANY MEDICAL CENTER), MOUNT NITTANY MEDICAL CENTER HEALTH SERVICES, INC., CENTRE COUNTY CHILDREN'S ADVOCACY CENTER, AND THE FOUNDATION FOR MOUNT NITTANY MEDICAL CENTER INC. TO PROVIDE MANAGEMENT AND ADMINISTRATIVE SERVICES TO MOUNT NITTANY MEDICAL CENTER, MOUNT NITTANY MEDICAL CENTER HEALTH SERVICES, INC. (D/B/A MOUNT NITTANY PHYSICIAN GROUP) AND ALL SUBSIDIARIES. THE HEALTH SYSTEM IS A NOT-FOR-PROFIT CORPORATION FORMED TO COORDINATE AND MANAGE THE INTEGRATION OF THE DELIVERY OF HEALTHCARE SERVICES AND PERFORM ACTIVITIES THAT SUPPORT AND BENEFIT ITS AFFILIATES.

    Expenses $751,537

As filed on the 2023 return.

Listed in Part VII

  • Kathleen Rhine

    PRESIDENT & CEO

    Total calculated
    $2,628,611
    From this org
    $0
    From related orgs
    $2,332,581
    Other
    $296,030
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $885,294 related
    Bonus
    $0 + $805,522 related
    Other
    $0 + $641,765 related
    Deferred
    $0 + $282,688 related
    Nontaxable benefits
    $0 + $13,342 related
    Filer's total
    $0 + $2,628,611 related

  • Martin Bradley

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • H Ford Stryker

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Pete Roy MD

    SECRETARY

    Total calculated
    $524,266
    From this org
    $0
    From related orgs
    $495,743
    Other
    $28,523
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $411,594 related
    Bonus
    $0 + $57,517 related
    Other
    $0 + $26,632 related
    Deferred
    $0 + $207 related
    Nontaxable benefits
    $0 + $28,316 related
    Filer's total
    $0 + $524,266 related

  • Emily Peterson MD

    DIRECTOR

    Total calculated
    $671,805
    From this org
    $0
    From related orgs
    $637,702
    Other
    $34,103
    Hours/week
    2 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $607,400 related
    Bonus
    $0 + $5,930 related
    Other
    $0 + $24,372 related
    Deferred
    $0 + $207 related
    Nontaxable benefits
    $0 + $33,896 related
    Filer's total
    $0 + $671,805 related

  • Thomas Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • William D Joseph

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Kristie Kaufman MD

    DIRECTOR

    Total calculated
    $400,700
    From this org
    $0
    From related orgs
    $365,330
    Other
    $35,370
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,091 related
    Bonus
    $0 + $29,860 related
    Other
    $0 + $21,379 related
    Deferred
    $0 + $207 related
    Nontaxable benefits
    $0 + $35,163 related
    Filer's total
    $0 + $400,700 related

  • R Kevin Murray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Eve Powars-Bahr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Wayne Sebastianelli MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Thomas J Taricani

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Tom King

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Thomas Quigley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Theodore Ziff MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Bryan Roach

    EXECUTIVE VP & CFO

    Total calculated
    $767,856
    From this org
    $0
    From related orgs
    $690,811
    Other
    $77,045
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,676 related
    Bonus
    $0 + $153,706 related
    Other
    $0 + $3,429 related
    Deferred
    $0 + $20,304 related
    Nontaxable benefits
    $0 + $56,741 related
    Filer's total
    $0 + $767,856 related

  • Lance Rose

    FORMER CEO/OFFICER/DIRECTOR

    Total calculated
    $14,721
    From this org
    $0
    From related orgs
    $14,721
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $14,721 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $14,721 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

  • 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)

PART I, LINE 3
THE CEO IS AN EMPLOYEE OF MOUNT NITTANY MEDICAL CENTER ("MNMC"). MNMC USES ALL OF THE METHODS UNDER LINE 3 OTHER THAN REVIEWING 990S OF OTHER ORGANIZATIONS TO ESTABLISH HER COMPENSATION.
PART I, LINES 4A-B
THE FORMER CEO, LANCE ROSE, RECEIVED A NONQUALIFIED RETIREMENT PLAN PAYMENT OF $14,721 DURING THE CALENDAR YEAR. THE CHIEF EXECUTIVE OFFICER, KATHLEEN RHINE, PARTICIPATES IN 457(F) NON-QUALIFIED RETIREMENT PLAN. CONTRIBUTIONS MADE DURING THE CALENDAR YEAR WERE $262,806.
PART I, LINE 7
THE EXECUTIVE TEAM MEMBERS OF MOUNT NITTANY MEDICAL CENTER RECEIVED A PORTION OF THEIR ANNUAL VARIABLE-PAY BASED UPON THE CONSOLIDATED OPERATING MARGIN, MOUNT NITTANY MEDICAL CENTER HEALTH SERVICES' (D/B/A MOUNT NITTANY PHYSICIAN GROUP) OPERATING MARGIN, CONTRIBUTIONS, AND OTHER CORPORATE GOALS. THE CORPORATE GOALS FOCUSED ON (1) PROVIDING LOCALIZED CARE, INTEGRATED CARE, EFFICIENT CARE, AND ALIGNED CARE; (2) FINANCE; (3) QUALITY/PATIENT SAFETY; AND (4) THE WORK ENVIRONMENT.

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

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

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

Provenance

Return type
form_990
Tax year
2023
Filed
10 May 2025
IRS schema version
2023v6.0
Source object
202531349349302053

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