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Nonprofiteer
← ALEXIAN HEALTH SENIOR CARE

Form 990 for tax year 2022

Filed by ALEXIAN HEALTH SENIOR CARE.

Totals

Total revenue
$30,767,201
Total expenses
$29,138,679
Contributions and grants received
$2,389,019
Grants paid
$592,483
Program services expenses (Part IX)
$17,517,428
Management and general expenses
$11,621,251
Fundraising expenses
$0
Program service expenses (Part III)
$17,517,428

Program services were 60.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHRISTINE K MCCOY JD

    CHAIR

    Total calculated
    $3,215,639
    From this org
    $0
    From related orgs
    $2,687,024
    Other
    $528,615
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $842,992 related
    Bonus
    $0 + $1,632,000 related
    Other
    $0 + $212,032 related
    Deferred
    $0 + $487,825 related
    Nontaxable benefits
    $0 + $40,790 related
    Filer's total
    $0 + $3,215,639 related

  • DANIEL STRICKER

    PRESIDENT & CEO, ASCENSION LIVING (END 8/2022)

    Total calculated
    $901,205
    From this org
    $0
    From related orgs
    $875,500
    Other
    $25,705
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $321,543 related
    Bonus
    $0 + $283,444 related
    Other
    $0 + $270,513 related
    Deferred
    $0 + $6,296 related
    Nontaxable benefits
    $0 + $19,409 related
    Filer's total
    $0 + $901,205 related

  • JENNA COURTNEY MIHM

    SECRETARY

    Total calculated
    $704,445
    From this org
    $0
    From related orgs
    $669,021
    Other
    $35,424
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,091 related
    Bonus
    $0 + $280,000 related
    Other
    $0 + $42,930 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $17,124 related
    Filer's total
    $0 + $704,445 related

  • MATTHEW A JAGGER

    TREASURER

    Total calculated
    $754,149
    From this org
    $0
    From related orgs
    $697,286
    Other
    $56,863
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $380,441 related
    Bonus
    $0 + $266,680 related
    Other
    $0 + $50,165 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $37,038 related
    Filer's total
    $0 + $754,149 related

  • LISA ANN MUSGRAVE MHA BSN RN

    SENIOR VP, POST-ACUTE AND AT-HOME SERVICES

    Total calculated
    $389,034
    From this org
    $0
    From related orgs
    $363,090
    Other
    $25,944
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,600 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $15,490 related
    Deferred
    $0 + $14,725 related
    Nontaxable benefits
    $0 + $11,219 related
    Filer's total
    $0 + $389,034 related

  • MICHAEL ROBERT GORDON

    CFO, ASCENSION LIVING

    Total calculated
    $480,973
    From this org
    $0
    From related orgs
    $438,596
    Other
    $42,377
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,092 related
    Bonus
    $0 + $100,980 related
    Other
    $0 + $7,524 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $22,552 related
    Filer's total
    $0 + $480,973 related

  • DEBRA VALKENBERG RN

    CHIEF NURSING OFFICER

    Total calculated
    $308,665
    From this org
    $277,957
    From related orgs
    $0
    Other
    $30,708
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $239,127
    Bonus
    $37,583
    Other
    $1,247
    Deferred
    $10,755
    Nontaxable benefits
    $19,953
    Filer's total
    $308,665

  • RYAN ENDSLEY

    CHIEF OPERATING OFFICER

    Total calculated
    $387,437
    From this org
    $365,029
    From related orgs
    $0
    Other
    $22,408
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $316,321
    Bonus
    $48,000
    Other
    $708
    Deferred
    $11,281
    Nontaxable benefits
    $11,127
    Filer's total
    $387,437

  • BRIAN D COOPER

    SENIOR DIRECTOR, OPERATIONS

    Total calculated
    $224,931
    From this org
    $214,157
    From related orgs
    $0
    Other
    $10,774
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $194,164
    Bonus
    $19,380
    Other
    $613
    Deferred
    $8,107
    Nontaxable benefits
    $2,667
    Filer's total
    $224,931

  • ELAINE SCHEELK

    SENIOR DIRECTOR, BUSINESS DEVELOPMENT

    Total calculated
    $236,490
    From this org
    $202,986
    From related orgs
    $0
    Other
    $33,504
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $183,791
    Bonus
    $19,195
    Other
    $0
    Deferred
    $6,411
    Nontaxable benefits
    $27,093
    Filer's total
    $236,490

  • MICHAEL P OLMSTEAD

    SENIOR DIRECTOR, OPERATIONAL EXCELLENCE (END 12/2022)

    Total calculated
    $247,961
    From this org
    $213,445
    From related orgs
    $0
    Other
    $34,516
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $193,022
    Bonus
    $20,000
    Other
    $423
    Deferred
    $7,812
    Nontaxable benefits
    $26,704
    Filer's total
    $247,961

  • RAFAEL BLOISE MD

    MEDICAL DIRECTOR

    Total calculated
    $388,665
    From this org
    $343,691
    From related orgs
    $0
    Other
    $44,974
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $310,515
    Bonus
    $32,452
    Other
    $724
    Deferred
    $10,981
    Nontaxable benefits
    $33,993
    Filer's total
    $388,665

  • TERRY L THOMPKINS

    SENIOR DIRECTOR, OPERATIONS (END 12/2022)

    Total calculated
    $237,441
    From this org
    $208,135
    From related orgs
    $0
    Other
    $29,306
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,237
    Bonus
    $18,500
    Other
    $14,398
    Deferred
    $8,125
    Nontaxable benefits
    $21,181
    Filer's total
    $237,441

  • STUART G MARCUS MD

    FORMER OFFICER (END 3/2022)

    Total calculated
    $588,613
    From this org
    $0
    From related orgs
    $578,924
    Other
    $9,689
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + -$3,393 related
    Bonus
    $0
    Other
    $0 + $582,317 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,689 related
    Filer's total
    $0 + $588,613 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 · Housing allowance or residence for personal use
  • 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

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Housing allowance or residence for personal use
TERRY L. THOMPKINS RECEIVED A HOUSING ALLOWANCE WHICH WAS TREATED AS TAXABLE COMPENSATION.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS FROM THE ORGANIZATION OR A RELATED ORGANIZATION DURING CALENDAR YEAR 2022: STUART G MARCUS - $582,317 DANIEL STRICKER - $203,846
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS RECEIVED CURRENT YEAR DISTRIBUTIONS.

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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202401359349307885

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

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