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Nonprofiteer
← COVENANT MEDICAL CENTER INC

Form 990 for tax year 2023

Filed by COVENANT MEDICAL CENTER INC.

Totals

Total revenue
$830,573,569
Total expenses
$806,102,876
Contributions and grants received
$3,052,066
Grants paid
$0
Program services expenses (Part IX)
$713,018,106
Management and general expenses
$93,084,770
Fundraising expenses
$0
Program service expenses (Part III)
$713,018,106

Program services were 88.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BETHANY CHARLTON

    PRESIDENT

    Total calculated
    $1,446,800
    From this org
    $850,284
    From related orgs
    $0
    Other
    $596,516
    Hours/week
    54 + 4 related

    Schedule J breakdown matched by us

    Base
    $819,284
    Bonus
    $31,000
    Other
    $0
    Deferred
    $536,219
    Nontaxable benefits
    $60,297
    Filer's total
    $1,446,800
  • JAMES MILROY

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • DWIGHT MCNALLY

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • JOHN SHELTON

    SECRETARY

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • JONATHAN GARDEY

    TREASURER

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • MARK BASSET - PART YEAR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • AMY BUBEN - PART YEAR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • ELLEN CRANE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • PATRICK CURRY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • MICHAEL FIORE MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $468,011
    From this org
    $441,520
    From related orgs
    $0
    Other
    $26,491
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $404,285
    Bonus
    $6,769
    Other
    $30,466
    Deferred
    $0
    Nontaxable benefits
    $26,491
    Filer's total
    $468,011
  • CRAIG GOSLIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • TIM HAUSBECK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • RENEE JOHNSTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • HERB SPENCE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    4 + 4 related
  • KEVIN ALBOSTA

    VICE PRESIDENT

    Total calculated
    $807,720
    From this org
    $569,523
    From related orgs
    $0
    Other
    $238,197
    Hours/week
    55 + 4 related

    Schedule J breakdown matched by us

    Base
    $543,693
    Bonus
    $25,830
    Other
    $0
    Deferred
    $205,568
    Nontaxable benefits
    $32,629
    Filer's total
    $807,720
  • KEVIN BIRCHMEIER

    VICE PRESIDENT

    Total calculated
    $674,337
    From this org
    $472,407
    From related orgs
    $0
    Other
    $201,930
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $451,040
    Bonus
    $21,367
    Other
    $0
    Deferred
    $145,796
    Nontaxable benefits
    $56,134
    Filer's total
    $674,337
  • FRANK FEAR

    VICE PRESIDENT

    Total calculated
    $343,361
    From this org
    $313,025
    From related orgs
    $0
    Other
    $30,336
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $297,969
    Bonus
    $15,056
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $30,336
    Filer's total
    $343,361
  • PATRICE LANCZAK

    VICE PRESIDENT

    Total calculated
    $311,797
    From this org
    $302,062
    From related orgs
    $0
    Other
    $9,735
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $287,062
    Bonus
    $15,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,735
    Filer's total
    $311,797
  • DR IRIS MARTEJA

    VICE PRESIDENT

    Total calculated
    $521,028
    From this org
    $502,224
    From related orgs
    $0
    Other
    $18,804
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $404,376
    Bonus
    $0
    Other
    $97,848
    Deferred
    $0
    Nontaxable benefits
    $18,804
    Filer's total
    $521,028
  • DAVID NALL

    VICE PRESIDENT

    Total calculated
    $393,184
    From this org
    $280,251
    From related orgs
    $0
    Other
    $112,933
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $269,613
    Bonus
    $10,638
    Other
    $0
    Deferred
    $83,327
    Nontaxable benefits
    $29,606
    Filer's total
    $393,184
  • DR MICHAEL SULLIVAN

    VICE PRESIDENT

    Total calculated
    $528,629
    From this org
    $502,350
    From related orgs
    $0
    Other
    $26,279
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $413,834
    Bonus
    $0
    Other
    $88,516
    Deferred
    $0
    Nontaxable benefits
    $26,279
    Filer's total
    $528,629
  • JACKIE TINNIN

    VICE PRESIDENT

    Total calculated
    $256,830
    From this org
    $230,707
    From related orgs
    $0
    Other
    $26,123
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $221,972
    Bonus
    $8,735
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $26,123
    Filer's total
    $256,830
  • ADAM TOMPA

    VICE PRESIDENT

    Total calculated
    $289,346
    From this org
    $264,535
    From related orgs
    $0
    Other
    $24,811
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $252,035
    Bonus
    $12,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $24,811
    Filer's total
    $289,346
  • MATTHEW DEIBEL

    VICE PRESIDENT

    Total calculated
    $77,113
    From this org
    $77,113
    From related orgs
    $0
    Other
    $0
    Hours/week
    50 + 4 related
  • BAKRI KAAKEH

    PHYSICIAN

    Total calculated
    $2,077,878
    From this org
    $2,054,538
    From related orgs
    $0
    Other
    $23,340
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,772,837
    Bonus
    $281,701
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $23,340
    Filer's total
    $2,077,878
  • MARK ZAKI

    PHYSICIAN

    Total calculated
    $1,618,919
    From this org
    $1,609,942
    From related orgs
    $0
    Other
    $8,977
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,056,670
    Bonus
    $553,272
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,977
    Filer's total
    $1,618,919
  • JAMES FUGAZZI

    PHYSICIAN

    Total calculated
    $1,588,434
    From this org
    $1,565,094
    From related orgs
    $0
    Other
    $23,340
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,044,304
    Bonus
    $520,790
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $23,340
    Filer's total
    $1,588,434
  • GEORGE MALLIARAS

    PHYSICIAN

    Total calculated
    $1,574,804
    From this org
    $1,551,464
    From related orgs
    $0
    Other
    $23,340
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,452,566
    Bonus
    $98,898
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $23,340
    Filer's total
    $1,574,804
  • FRANK SCHINCO

    PHYSICIAN

    Total calculated
    $1,401,804
    From this org
    $1,379,094
    From related orgs
    $0
    Other
    $22,710
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,011,170
    Bonus
    $367,924
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $22,710
    Filer's total
    $1,401,804

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 · Health or social club dues or initiation fees
  • 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
  • 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 1A
OFFICERS OF COVENANT MEDICAL CENTER GET HEALTH AND SOCIAL CLUB DUES PAID AND ARE INCLUDED AS TAXABLE INCOME.
PART I, LINES 4A-B
PART I LINE 4A: DR. IRIS MARTEJA HAD $97,848 & DR. MICHAEL SULLIVAN HAD $88,516 PAID OUT AS SEPARATION PAY FROM OCTOBER-DECEMBER OF 2023 BASED ON THE RESPECTIVE AGREEMENTS SIGNED OCTOBER 2023. THESE FIGURES WERE INCLUDED IN THEIR TOTAL COMPENSATION. PART I LINE 4B: THE ORGANIZATION MAINTAINS A NONQUALIFIED SUPPLEMENTAL EXECUTIVE PLAN (SERP) FOR CERTAIN OF ITS EXECUTIVES. THE SERP HAS BEEN ESTABLISHED FOR THESE EXECUTIVES BY THE ORGANIZATION, FOLLOWING APPROPRIATE BOARD LEVEL REVIEW IN A MANNER INTENDED TO COMPLY WITH THE REBUTTABLE PRESUMPTION OF REASONABLENESS PROVISION UNDER IRC SECTION 4958. SOME OF THE INDIVIDUALS LISTED IN PART VII RECEIVED A TAXABLE SERP PAYMENT IN FY24. ALL PAYMENTS WERE INCLUDED AS TAXABLE INCOME.
PART I, LINE 7
THE BONUSES PAID TO ANY OFFICER LISTED IN SCHEDULE J PART II CAN BE DETERMINED BASED ON WHETHER FOUR ORGANIZATION SUCCESS SHARING TARGETS ARE MET; PATIENT SATISFACTION SCORES, QUALITY METRICS, EMPLOYEE ENGAGEMENT SCORES AND FINANCIAL PERFORMACE BASED ON A CUSTOM OPERATING MARGIN.

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
13 May 2025
IRS schema version
2023v6.0
Source object
202511359349305386

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

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