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Nonprofiteer
← BURKE REHABILITATION HOSPITAL

Form 990 for tax year 2022

Filed by BURKE REHABILITATION HOSPITAL.

Totals

Total revenue
$122,650,612
Total expenses
$122,767,163
Contributions and grants received
$2,812,238
Grants paid
$62,900
Program services expenses (Part IX)
$103,693,331
Management and general expenses
$18,726,075
Fundraising expenses
$347,757
Program service expenses (Part III)
$103,693,331

Program services were 84.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Andrew Racine MD PHD

    Trustee

    Total calculated
    $2,238,198
    From this org
    $0
    From related orgs
    $2,191,069
    Other
    $47,129
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,203,603 related
    Bonus
    $0 + $494,200 related
    Other
    $0 + $493,266 related
    Deferred
    $0 + $17,000 related
    Nontaxable benefits
    $0 + $30,129 related
    Filer's total
    $0 + $2,238,198 related

  • Christopher Panczner

    Trustee

    Total calculated
    $1,898,457
    From this org
    $0
    From related orgs
    $1,857,333
    Other
    $41,124
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $954,591 related
    Bonus
    $0 + $310,000 related
    Other
    $0 + $592,742 related
    Deferred
    $0 + $17,000 related
    Nontaxable benefits
    $0 + $24,124 related
    Filer's total
    $0 + $1,898,457 related

  • Michael J Palumbo MD

    Trustee

    Total calculated
    $1,776,632
    From this org
    $0
    From related orgs
    $1,577,495
    Other
    $199,137
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $993,506 related
    Bonus
    $0 + $405,000 related
    Other
    $0 + $178,989 related
    Deferred
    $0 + $180,500 related
    Nontaxable benefits
    $0 + $18,637 related
    Filer's total
    $0 + $1,776,632 related

  • Jeffrey Menkes

    President & CEO up to 6-30-22

    Total calculated
    $1,131,589
    From this org
    $0
    From related orgs
    $1,122,318
    Other
    $9,271
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $360,286 related
    Bonus
    $0 + $750,000 related
    Other
    $0 + $12,032 related
    Deferred
    $0 + $9,154 related
    Nontaxable benefits
    $0 + $117 related
    Filer's total
    $0 + $1,131,589 related

  • Scott A Edelman

    Interim Exec Director

    Total calculated
    $609,649
    From this org
    $569,488
    From related orgs
    $0
    Other
    $40,161
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $511,488
    Bonus
    $58,000
    Other
    $0
    Deferred
    $12,901
    Nontaxable benefits
    $27,260
    Filer's total
    $609,649

  • Mooyeon Oh-Park MD

    SVP, CHIEF MEDICAL OFFICER

    Total calculated
    $499,181
    From this org
    $459,351
    From related orgs
    $0
    Other
    $39,830
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $417,451
    Bonus
    $41,900
    Other
    $0
    Deferred
    $12,570
    Nontaxable benefits
    $27,260
    Filer's total
    $499,181

  • Matthew Bartels MD

    Trustee

    Total calculated
    $493,507
    From this org
    $0
    From related orgs
    $475,811
    Other
    $17,696
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $474,779 related
    Bonus
    $0
    Other
    $0 + $1,032 related
    Deferred
    $0 + $17,000 related
    Nontaxable benefits
    $0 + $696 related
    Filer's total
    $0 + $493,507 related

  • Catherine Dwyer

    VP, Information Technology

    Total calculated
    $279,778
    From this org
    $242,768
    From related orgs
    $0
    Other
    $37,010
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,768
    Bonus
    $23,000
    Other
    $0
    Deferred
    $6,900
    Nontaxable benefits
    $30,110
    Filer's total
    $279,778

  • Janet Herbold

    VP, Post Acute Services

    Total calculated
    $271,682
    From this org
    $240,116
    From related orgs
    $0
    Other
    $31,566
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $218,566
    Bonus
    $21,550
    Other
    $0
    Deferred
    $6,465
    Nontaxable benefits
    $25,101
    Filer's total
    $271,682

  • Annette Bucci

    VP, Human Resources

    Total calculated
    $265,424
    From this org
    $257,642
    From related orgs
    $0
    Other
    $7,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,292
    Bonus
    $23,350
    Other
    $0
    Deferred
    $7,005
    Nontaxable benefits
    $777
    Filer's total
    $265,424

  • Jenymol Shaji RN

    Registered Nurse

    Total calculated
    $263,916
    From this org
    $240,092
    From related orgs
    $0
    Other
    $23,824
    Hours/week
    62.5

    Schedule J breakdown matched by us

    Base
    $120,503
    Bonus
    $23,560
    Other
    $96,029
    Deferred
    $0
    Nontaxable benefits
    $23,824
    Filer's total
    $263,916

  • Valerie Vermiglio-Kohn

    VP, Nursing/CNO

    Total calculated
    $263,137
    From this org
    $245,725
    From related orgs
    $0
    Other
    $17,412
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,325
    Bonus
    $18,400
    Other
    $0
    Deferred
    $6,900
    Nontaxable benefits
    $10,512
    Filer's total
    $263,137

  • Christopher C Allen

    trustee (Resigned May 2022)

    Total calculated
    $0
    Hours/week
    1

  • Richard T Celiberti

    Treasurer

    Total calculated
    $0
    Hours/week
    4

  • J David Lynn

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • John R McCarthy

    Chair

    Total calculated
    $0
    Hours/week
    4

  • Barbara Z Monohan

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jason Wong

    Trustee (RESIGNED MAY 2022)

    Total calculated
    $0
    Hours/week
    1

  • Richard J Ahearn

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Steven Kessler

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mark P Bronzo

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • James E Cain

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Anna Linda Marciano

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Julie Grace Burke

    Secretary

    Total calculated
    $0
    Hours/week
    4

  • Donald R Friedman

    VICE CHAIR (AS OF MAY 2022)

    Total calculated
    $0
    Hours/week
    4

  • Margie Lewis

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Eon S Nichols

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL ROONEY

    TRUSTEE (AS OF AUGUST 2022)

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE WALKER

    TRUSTEE (AS OF AUGUST 2022)

    Total calculated
    $0
    Hours/week
    1

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 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)

Schedule J, Part I, Line 4b
During the year, various trustees of the organization participated in supplemental nonqualified retirement plans paid by related organizations of the Montefiore Health System. IN A MANNER DESIGNED TO QUALIFY FOR THE "REBUTTABLE PRESUMPTION OF reasonableness" THE COMPENSATION COMMITTEE OF either Montefiore Health System's BOARD OF TRUSTEES or White Plains Hospital Medical Center expressly reviewed and APPROVED THESE retirement BENEFIT ARRANGEMENTS IN A MANNER THAT QUALIFIED UNDER THE intermediate SANCTIONS RULES OF THE FEDERAL TAX LAW, AND IN RECOGNITION of (A) THE EXECUTIVES' YEARS OF SERVICE TO THE Health System AND (B) THE significant CONTRIBUTIONS TO ENHANCING THE ABILITY OF THE Health System to achieve ITS CHARITABLE MISSION IN A MANNER CONSISTENT WITH FINANCIAL solvency. ACCORDINGLY, THIS BENEFIT SHOULD BE VIEWED AS APPLYING TO YEARS of SERVICE FOR THE Health System. Supplemental executive retirement plan distribution based on multiple years of service paid to three trustees of the organization by related organizations: Andrew D. Racine, M.D.,PH.D - $467,320; Christopher Panczner - $558,708; Michael J. Palumbo, M.D. - $169,809.
Schedule J, Part I, Line 7
Part of the annual incentive awards paid by the organization to the two officers and four of the five highest compensated were based on the Compensation Board or management discretion.

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
9 November 2023
IRS schema version
2022v5.0
Source object
202303139349305290

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