Skip to content
Nonprofiteer
← REGINALD S LOURIE CENTER FOR INFANTS AND YOUNG CHILDREN

Form 990 for tax year 2023

Filed by REGINALD S LOURIE CENTER FOR INFANTS AND YOUNG CHILDREN.

Totals

Total revenue
$16,555,581
Total expenses
$17,378,910
Contributions and grants received
$15,305,118
Grants paid
$5,000
Program services expenses (Part IX)
$14,554,863
Management and general expenses
$2,386,841
Fundraising expenses
$437,206
Program service expenses (Part III)
$14,554,863

Program services were 83.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN SACKETT

    BOARD MEMBER; EVP & COO, AHC

    Total calculated
    $1,085,605
    From this org
    $0
    From related orgs
    $1,014,008
    Other
    $71,597
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,349 related
    Bonus
    $0 + $127,698 related
    Other
    $0 + $292,961 related
    Deferred
    $0 + $30,000 related
    Nontaxable benefits
    $0 + $41,597 related
    Filer's total
    $0 + $1,085,605 related

  • DANIEL COCHRAN

    BOARD MEMBER; PRESIDENT, SGMC

    Total calculated
    $930,121
    From this org
    $0
    From related orgs
    $742,089
    Other
    $188,032
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,048 related
    Bonus
    $0 + $76,244 related
    Other
    $0 + $209,797 related
    Deferred
    $0 + $170,607 related
    Nontaxable benefits
    $0 + $17,425 related
    Filer's total
    $0 + $930,121 related

  • MARTHA VELEZ

    BOARD MEMBER; VP & CFO, SGMC

    Total calculated
    $422,736
    From this org
    $0
    From related orgs
    $310,809
    Other
    $111,927
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $181,091 related
    Bonus
    $0 + $30,220 related
    Other
    $0 + $99,498 related
    Deferred
    $0 + $91,989 related
    Nontaxable benefits
    $0 + $19,938 related
    Filer's total
    $0 + $422,736 related

  • TODD COHEN

    BOARD MBR; AVP, FACILITIES & RE, AHC

    Total calculated
    $280,559
    From this org
    $0
    From related orgs
    $233,236
    Other
    $47,323
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $205,888 related
    Bonus
    $0 + $27,042 related
    Other
    $0 + $306 related
    Deferred
    $0 + $16,754 related
    Nontaxable benefits
    $0 + $30,569 related
    Filer's total
    $0 + $280,559 related

  • KANDY MCFARLAND

    BOARD MBR; VP,BEHAV. HEALTH SVC LN

    Total calculated
    $276,609
    From this org
    $0
    From related orgs
    $212,599
    Other
    $64,010
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $160,429 related
    Bonus
    $0 + $22,653 related
    Other
    $0 + $29,517 related
    Deferred
    $0 + $36,924 related
    Nontaxable benefits
    $0 + $27,086 related
    Filer's total
    $0 + $276,609 related

  • BRENDA JONES HARDEN PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • VICTORIEN SINGHE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOSH JACOBS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GWENDOLYN MASON EDD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ROBERT WEHNER JR MBA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JAMES VENZA

    EXECUTIVE DIRECTOR

    Total calculated
    $175,408
    From this org
    $149,240
    From related orgs
    $0
    Other
    $26,168
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,042
    Bonus
    $9,233
    Other
    $965
    Deferred
    $26,000
    Nontaxable benefits
    $168
    Filer's total
    $175,408

  • JAMES COWAN

    EDUCATIONAL DIRECTOR

    Total calculated
    $169,719
    From this org
    $142,534
    From related orgs
    $0
    Other
    $27,185
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,666
    Bonus
    $11,635
    Other
    $233
    Deferred
    $2,773
    Nontaxable benefits
    $24,412
    Filer's total
    $169,719

  • STELLA AKELLO

    OPERATIONS DIRECTOR

    Total calculated
    $134,479
    From this org
    $119,910
    From related orgs
    $0
    Other
    $14,569
    Hours/week
    40

  • CHRYSTAL-STARR BROWN

    DIRECTOR, HEAD START

    Total calculated
    $118,842
    From this org
    $102,768
    From related orgs
    $0
    Other
    $16,074
    Hours/week
    40

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 · Form 990 of other organizations
  • 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)

PART I, LINE 3
PAY PRACTICE: ADVENTIST HEALTHCARE UTILIZES A SINGLE EMPLOYER ID FOR ALL ITS AFFILIATED ENTITIES FOR EMPLOYMENT PURPOSES. AS SUCH, ACTUAL COMPENSATION AND BENEFITS ARE CHARGED TO THE RESPECTIVE ENTITIES AND THE RESULTING COMPENSATION AND BENEFITS ARE REPORTED ON EACH AFFILIATE'S IRS FORM 990 AS IF PAID DIRECTLY BY SUCH AFFILIATE. AS APPLICABLE, THE SAME AND NON-ADDITIVE COMPENSATION AND EMPLOYMENT BENEFIT PLAN CONTRIBUTION AMOUNTS WERE ALSO DISCLOSED IN THE ADVENTIST HEALTHCARE INC. RELATED ENTITIES' RETURNS. INDEPENDENT GUIDELINES: WHEN SETTING COMPENSATION FOR THE OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND THE HIGHEST COMPENSATED EMPLOYEES, ADVENTIST HEALTHCARE FULLY COMPLIES WITH THE PROCEDURAL SAFEGUARDS EMBODIED IN IRS REGULATIONS. COMPENSATION FOR ADVENTIST HEALTHCARE OFFICERS, DIRECTORS, TRUSTEES, AND SENIOR EXECUTIVES IS ENTIRELY SET BY A COMMITTEE OF ADVENTIST HEALTHCARE BOARD OF TRUSTEES. IN SETTING COMPENSATION, THIS COMMITTEE RELIES UPON MARKET COMPARABILITY DATA PROVIDED BY AN INDEPENDENT OUTSIDE COMPENSATION CONSULTANT WHO PROVIDES A SUMMARY OF HEALTH CARE SALARIES AND BENEFITS FOR COMPARABLE SIZED ORGANIZATIONS BOTH NATIONALLY AND IN THE ADVENTIST HEALTHCARE REGION. TO FURTHER ENSURE REASONABLENESS, BOTH COMPENSATION AND BENEFITS ARE TARGETED AT THE 50TH PERCENTILE (OR MEDIAN) OF THE MARKET.
PART I, LINE 4B
CERTAIN EMPLOYEES RECEIVED COMPENSATION FROM A DISTRIBUTION UNDER AN EXECUTIVE RETENTION 457F PLAN, WHICH BECAME EFFECTIVE ON JANUARY 1, 2015. PRE-TAX CONTRIBUTIONS ARE ACCUMULATED ANNUALLY AND ARE DISTRIBUTED ON JANUARY 1ST OF THE 2ND YEAR, IF STILL EMPLOYED, OR SOONER BASED ON CERTAIN EXCEPTIONS. THERE IS TYPICALLY A 2-YEAR DEFERRAL PERIOD BEFORE PAYMENTS ARE RELEASED. CONTRIBUTIONS ACCUMULATED IN 2021 WERE GENERALLY DISTRIBUTED ON JANUARY 1, 2023 IF THE EXECUTIVE IS THEN EMPLOYED AND CONTRIBUTIONS ACCUMULATED IN 2022 WILL GENERALLY BE DISTRIBUTED ON JANUARY 1, 2024 IF THE EXECUTIVE IS THEN EMPLOYED. AMOUNTS LISTED UNDER PART II, COLUMN F INCLUDE PAYOUT AMOUNTS WHICH WERE CONSIDERED DEFERRED COMPENSATION FROM THE 457F PLAN IN OUR PRIOR YEAR RETURNS AND THESE AMOUNTS ARE NOW BEING SHOWN UNDER THE OTHER REPORTABLE INCOME, COLUMN B (III). THE ADVENTIST HEALTHCARE EXECUTIVE RETENTION PLAN PAYS CERTAIN PARTICIPANTS THEIR RETIREMENT PAYMENTS IN DIRECT CASH, RATHER THAN RETENTION BENEFITS OF DEFERRED CASH, AFTER ATTAINING THE PLAN'S RETIREMENT AGE. THE FOLLOWING EXECUTIVE RECEIVED A SUPPLEMENTAL RETIREMENT PAYMENT UNDER THIS PLAN FEATURE: JOHN SACKETT: $168,637 RETIREMENT AGE PAYMENT.
PART I, LINE 7
THE ANNUAL INCENTIVE COMPENSATION INCLUDES PAYMENTS BASED ON SATISFACTION OF PRE-DETERMINED PERFORMANCE TARGETS SUCH AS QUALITY/PATIENT SAFETY GOALS, EMPLOYEE AND PATIENT ENGAGEMENT GOALS, ORGANIZATIONAL GROWTH, AND FINANCIAL PERFORMANCE, AMONG OTHER THINGS. THE ANNUAL INCENTIVE COMPENSATION APPLIES TO DIRECTORS AND ABOVE.
SUPPLEMENTAL INFORMATION:
OTHER REPORTABLE COMPENSATION INCLUDES RETENTION PAYMENTS AND LUMP-SUM ADJUSTMENTS IN LIEU OF THE ACROSS-THE-BOARD INCREASE (FOR EMPLOYEES WHO ARE AT OR REACH THE RANGE MAXIMUM FOR THEIR POSITION). OTHER REPORTABLE COMPENSATION ALSO INCLUDES LONG-TERM DISABILITY COVERAGE, CELL PHONE ALLOWANCES, CASH-OUT OF UNUSED PAID TIME OFF (PTO) HOURS, IMPUTED VALUE OF LIFE INSURANCE COVERAGE, AND SEVERANCE, AS APPLICABLE. CERTAIN EXECUTIVES CAN ALSO RECEIVE REPORTABLE COMPENSATION THROUGH A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ONCE THEY HAVE VESTED IN THE PLAN. IN 2023, THERE WERE NO SERP PAYOUTS MADE. NON-TAXABLE BENEFITS INCLUDES PRE-TAX PAYROLL DEDUCTIONS (SUCH AS FLEXIBLE MEDICAL SPENDING, DEPENDENT CARE, AND EMPLOYEE HEALTH BENEFIT PREMIUMS), AND THE EMPLOYER PORTION OF CERTAIN EMPLOYEE BENEFITS SUCH AS HEALTH INSURANCE, DENTAL INSURANCE, VISION INSURANCE, AND LIFE INSURANCE, ETC.

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
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349304094

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

The source document this was parsed from is served over the API, which is where bulk and document access live.