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← MEMORIAL HEALTH SYSTEMS FOUNDATION INC

Form 990 for tax year 2022

Filed by MEMORIAL HEALTH SYSTEMS FOUNDATION INC.

Totals

Total revenue
$624,712
Total expenses
$159,950
Contributions and grants received
$131,470
Grants paid
$60,490
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$60,490
Management and general expenses
$98,618
Fundraising expenses
$842
Program service expenses (Part III)
$60,490

Program services were 37.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SCHNEIDER MD JULIE

    DIRECTOR (BEG 10/22)

    Total calculated
    $1,062,123
    From this org
    $0
    From related orgs
    $1,032,542
    Other
    $29,581
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $494,313 related
    Bonus
    $0 + $533,390 related
    Other
    $0 + $4,839 related
    Deferred
    $0 + $16,400 related
    Nontaxable benefits
    $0 + $13,181 related
    Filer's total
    $0 + $1,062,123 related

  • NOSEWORTHY ED

    DIRECTOR (END 10/22)

    Total calculated
    $931,956
    From this org
    $0
    From related orgs
    $893,017
    Other
    $38,939
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $567,885 related
    Bonus
    $0 + $154,950 related
    Other
    $0 + $170,182 related
    Deferred
    $0 + $16,400 related
    Nontaxable benefits
    $0 + $22,539 related
    Filer's total
    $0 + $931,956 related

  • WEIS DAVID

    DIRECTOR (BEG 10/22)

    Total calculated
    $640,189
    From this org
    $0
    From related orgs
    $523,042
    Other
    $117,147
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $406,063 related
    Bonus
    $0 + $87,239 related
    Other
    $0 + $29,740 related
    Deferred
    $0 + $71,453 related
    Nontaxable benefits
    $0 + $45,694 related
    Filer's total
    $0 + $640,189 related

  • DOMAYER CFO CORY

    DIRECTOR

    Total calculated
    $498,755
    From this org
    $0
    From related orgs
    $391,294
    Other
    $107,461
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,846 related
    Bonus
    $0 + $60,646 related
    Other
    $0 + $15,802 related
    Deferred
    $0 + $65,018 related
    Nontaxable benefits
    $0 + $42,443 related
    Filer's total
    $0 + $498,755 related

  • DAWSON MELINDA

    CHAIRMAN/DIRECTOR

    Total calculated
    $253
    From this org
    $0
    From related orgs
    $253
    Other
    $0
    Hours/week
    0.2 + 0.6 related

  • ADAMS JOHN

    PRESIDENT/DIRECTOR

    Total calculated
    $253
    From this org
    $0
    From related orgs
    $253
    Other
    $0
    Hours/week
    0.2 + 0.2 related

  • FERGUSON JOHN

    DIRECTOR

    Total calculated
    $253
    From this org
    $0
    From related orgs
    $253
    Other
    $0
    Hours/week
    0.2 + 0.2 related

  • BERNSTEIN ROSALIE

    DIRECTOR (END 4/22)

    Total calculated
    $0
    Hours/week
    0.2

  • CHITTENDEN OWEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • DORIS TROY

    DIRECTOR (BEG 10/22)

    Total calculated
    $0
    Hours/week
    0.2

  • GAMMERO DEANA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • HOSSEINI NIKA

    DIRECTOR (BEG 8/22)

    Total calculated
    $0
    Hours/week
    0.2

  • KEARNEY CFP ADAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • LANDRETH WILL

    TREASURER/DIR (END 6/22)

    Total calculated
    $0
    Hours/week
    0.2

  • MILLER PAULA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • MILTHORPE KATHRYN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • OLIVARI CPA JOHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • SIMPKINS JILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • VOGES WILLIAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • YEOMANS GARY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • RAND JULIE

    EXECUTIVE DIRECTOR

    Total calculated
    $183,989
    From this org
    $0
    From related orgs
    $167,039
    Other
    $16,950
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $148,865 related
    Bonus
    $0 + $14,894 related
    Other
    $0 + $3,280 related
    Deferred
    $0 + $8,024 related
    Nontaxable benefits
    $0 + $8,926 related
    Filer's total
    $0 + $183,989 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

  • 4b · Supplemental nonqualified retirement plan

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

The filer's explanations (Part III)

PART I, LINE 4B
THE CEO AND CFO OF THE FILING ORGANIZATION'S SUPPORTED HOSPITAL SERVE ON THE BOARD OF DIRECTORS OF THE FILING ORGANIZATION. THESE INDIVIDUALS ARE COMPENSATED BY AND ON THE PAYROLL OF ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORPORATION (AHSSHC), THE PARENT ORGANIZATION OF A HEALTHCARE SYSTEM KNOWN AS ADVENTHEALTH. IN RECOGNITION OF THE CONTRIBUTION THAT EACH EXECUTIVE MAKES TO THE SUCCESS OF ADVENTHEALTH, ADVENTHEALTH PROVIDES SUPPLEMENTAL EXECUTIVE RETIREMENT BENEFIT PLANS TO ELIGIBLE EXECUTIVES. AS THE SUPPLEMENTAL EXECUTIVE RETIREMENT BENEFIT PLANS WERE UPDATED IN 2020 AND CERTAIN INDIVIDUALS STILL PARTICIPATE AS GRAND-FATHERED PARTICIPANTS IN CERTAIN PLANS, THE NARRATIVE BELOW DISCUSSES ALL PLANS IN WHICH THERE WERE ANY PARTICIPANTS IN 2022. THE SERP III PLAN EFFECTIVELY REPLACES THE PRIOR SERP II PLAN, THE EXECUTIVE FLEX BENEFIT PROGRAM PLAN, AND THE SENIOR EXECUTIVE DEATH BENEFIT PLAN FOR QUALIFIED EXECUTIVES EXCEPT FOR CERTAIN GRANDFATHERED EXECUTIVE EMPLOYEES. SERP III PLAN: THE SERP III PLAN PROVIDES ELIGIBLE EXECUTIVES A PERCENTAGE OF THEIR BASE PAY, WHICH IS CREDITED TO A DEFERRED COMPENSATION ACCOUNT. THE PLAN ALSO PROVIDES FOR COMPENSATION DEFERRAL AND SELECTION OF LIFE INSURANCE COVERAGE AND LONG-TERM CARE INSURANCE. TO BE ELIGIBLE TO PARTICIPATE IN THE SERP III PLAN, EXECUTIVES MUST BE ON THE AHSSHC CORPORATE PAYROLL AND BE EITHER A CEO OF AN ADVENTHEALTH ENTITY, AN AHSSHC VICE PRESIDENT (VP) OR VP OF AN ADVENTHEALTH ENTITY WITH A BASE SALARY OF AT LEAST $305,000 IN 2022 (ADJUSTED ANNUALLY BY THE SAME PERCENTAGE AS IRC SECTION 401(A)(17) LIMIT INCREASES), OR OTHER LEADER SPECIFICALLY APPROVED BY THE ADVENTHEALTH PRESIDENT. ELIGIBLE EXECUTIVES DO NOT INCLUDE GRANDFATHERED EXECUTIVES, MEANING THOSE EXECUTIVES WHO WOULD SATISFY ALL THE ELIGIBILITY REQUIREMENTS OF THE SERP II PLAN PRIOR TO DEC 31, 2027, HAD THE PLAN NOT BEEN AMENDED AND RESTATED AS OF JAN. 1, 2020. CONTRIBUTION CREDITS WILL BE ESTABLISHED AND MAINTAINED BY CLASS YEAR ACCOUNTS FOR EACH PARTICIPANT USING TIERED CONTRIBUTION CREDIT PERCENTAGES OF ANNUAL BASE COMPENSATION. CONTRIBUTION CREDIT PERCENTAGES RANGE BETWEEN 15% AND 19% OF BASE COMPENSATION. CONTRIBUTION CREDITS WILL BE MADE EACH QUARTER IN 25% INCREMENTS WITH REDUCTIONS IN CONTRIBUTIONS IF THE EXECUTIVE IS ALSO A GRANDFATHERED FLEX PARTICIPANT (SEE BELOW). SERP III PROVIDES FOR A CLASS YEAR VESTING AND PAYMENT SCHEDULE (7 YEARS FOR EACH CLASS YEAR) WITH RESPECT TO AMOUNTS ACCUMULATED IN THE EXECUTIVE'S DEFERRED COMPENSATION ACCOUNT. UPON ATTAINMENT OF A NORMAL RETIREMENT AGE (AGE 62), OR UPON CERTAIN OTHER CIRCUMSTANCES AS DEFINED IN THE SERP III PLAN DOCUMENT, ALL DEFERRED AMOUNTS ARE PAID IMMEDIATELY TO THE PARTICIPANT. FOR ANY EXECUTIVES WORKING BEYOND THE NORMAL RETIREMENT AGE, FUTURE EMPLOYER CONTRIBUTIONS WILL BE MADE QUARTERLY FROM SERP III DIRECTLY TO THE PARTICIPANT AS A TAXABLE CASH BONUS. SERP II PLAN: THE SERP II PLAN IS A DEFINED BENEFIT, NON-TAX-QUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN EXECUTIVES WHO HAVE PROVIDED LENGTHY SERVICE TO ADVENTHEALTH AND/OR TO OTHER SEVENTH-DAY ADVENTIST CHURCH HOSPITALS OR HEALTH CARE INSTITUTIONS. UNDER THE PROVISIONS OF THE SERP II PLAN, BENEFITS ARE PROVIDED TO QUALIFYING EXECUTIVE PARTICIPANTS ON A PRO-RATA SCHEDULE BEGINNING WITH 20 YEARS OF SERVICE AS AN EMPLOYEE OF ADVENTHEALTH AND/OR ANOTHER HOSPITAL OR HEALTH CARE INSTITUTION CONTROLLED BY THE SEVENTH-DAY ADVENTIST CHURCH AND WHO SATISFY CERTAIN OTHER QUALIFYING CRITERIA. ELIGIBLE EMPLOYEES ARE RESTRICTED TO THOSE EXECUTIVES WHO, AS OF JANUARY 1, 2020, SATISFIED, OR IF EMPLOYMENT CONTINUES, WILL SATISFY THE ELIGIBILITY REQUIREMENTS OF SERP II PRIOR TO DECEMBER 31, 2027. THIS SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP II) WAS DESIGNED TO PROVIDE ELIGIBLE EXECUTIVES WITH THE ECONOMIC EQUIVALENT OF AN ANNUAL INCOME BEGINNING AT NORMAL RETIREMENT AGE EQUAL TO 60% OF THE AVERAGE OF THE PARTICIPANT'S THREE, FIVE OR SEVEN HIGHEST YEARS OF BASE SALARY FROM ADVENTHEALTH ACTIVE EMPLOYMENT INCLUSIVE OF INCOME FROM ALL OTHER SEVENTH-DAY ADVENTIST CHURCH HEALTHCARE EMPLOYER-FINANCED RETIREMENT INCOME SOURCES AND INVESTMENT INCOME EARNED ON THOSE CONTRIBUTIONS THROUGH SOCIAL SECURITY NORMAL RETIREMENT AGE AS DEFINED IN THE PLAN. THE NUMBER OF YEARS INCLUDED IN HIGHEST AVERAGE COMPENSATION IS DETERMINED BY THE INDIVIDUAL'S YEAR OF ENTRY TO SERP II AND BY THE INDIVIDUAL'S YEAR OF ENTRY TO THE ADVENTHEALTH EXECUTIVE FLEX BENEFIT PROGRAM. FLEX PLAN: THE FLEX PLAN WAS ORIGINALLY DESIGNED TO PROVIDE ELIGIBLE EXECUTIVES AN OPPORTUNITY TO SELECT FROM AMONG A VARIETY OF SUPPLEMENTAL BENEFITS, INCLUDING A SPLIT DOLLAR LIFE INSURANCE POLICY AND LONG-TERM CARE INSURANCE, TO INDIVIDUALLY TAILOR A BENEFITS PROGRAM APPROPRIATE TO EACH EXECUTIVE'S NEEDS. IN 2020, THE FLEX PLAN WAS AMENDED TO EXCLUDE EMPLOYED EXECUTIVES WHO ARE HIRED OR PROMOTED AFTER A CERTAIN DATE FROM BEING ELIGIBLE TO PARTICIPATE IN THE FLEX PLAN EXCEPT FOR CERTAIN INSURANCE COVERAGE FEATURES OF THE PLAN. THE FLEX PLAN PROVIDES ELIGIBLE PARTICIPANTS A PRE-DETERMINED BENEFITS ALLOWANCE CREDIT THAT IS EQUAL TO A PERCENTAGE OF THE EXECUTIVE'S BASE PAY FROM WHICH THE COST OF MANDATORY AND ELECTIVE EMPLOYEE BENEFITS IS DEDUCTED. THE BENEFITS ALLOWANCE CREDIT PERCENTAGE FOR ANY PLAN YEAR SHALL NOT BE GREATER THAN THE MAXIMUM DOLLAR AMOUNT OR THE PERCENTAGE OF COMPENSATION AS DETERMINED BY THE ADVENTHEALTH BENEFITS ADMINISTRATION COMMITTEE. FOR GRANDFATHERED ELIGIBLE EMPLOYEES, THE ANNUAL PRE-DETERMINED FLEX ALLOWANCE IS CONTRIBUTED AND ANY FUNDS THAT REMAIN AFTER THE COST OF MANDATORY AND ELECTIVE BENEFITS ARE SUBTRACTED ARE, AT THE EMPLOYEE'S OPTION, CONTRIBUTED TO EITHER AN IRC 457(F) DEFERRED COMPENSATION ACCOUNT OR TO AN IRC 457(B) ELIGIBLE DEFERRED COMPENSATION PLAN. UPON ATTAINMENT OF AGE 65, ALL PREVIOUS 457(F) DEFERRED AMOUNTS ARE PAID IMMEDIATELY TO THE PARTICIPANT AND ANY FUTURE EMPLOYER CONTRIBUTIONS ARE MADE QUARTERLY FROM THE PLAN DIRECTLY TO THE PARTICIPANT. THE PLAN PROVIDES FOR A CLASS YEAR VESTING SCHEDULE (2 YEARS FOR EACH CLASS YEAR) WITH RESPECT TO AMOUNTS ACCUMULATED IN THE EXECUTIVE'S 457(F) DEFERRED COMPENSATION ACCOUNT. DISTRIBUTIONS COULD ALSO BE MADE FROM THE EXECUTIVE'S 457(F) DEFERRED COMPENSATION ACCOUNT UPON ATTAINMENT OF AGE 65 OR UPON AN INVOLUNTARY SEPARATION. THE ACCOUNT WILL BE FORFEITED BY THE EXECUTIVE UPON A VOLUNTARY SEPARATION. WITH RESPECT TO GRANDFATHERED PARTICIPANTS, THE FLEX PLAN DOCUMENTS DEFINE ELIGIBLE EMPLOYEES TO INCLUDE THE CHIEF EXECUTIVE OFFICERS OF ADVENTHEALTH ENTITIES AND VICE PRESIDENTS OF ALL ADVENTHEALTH ENTITIES WHOSE BASE SALARY WAS AT LEAST EQUAL TO THE INTERNAL REVENUE CODE SECTION 401(A)(17) COMPENSATION LIMIT EACH YEAR. FLEX PLAN FLEX PLAN SERP II SERP III CONTR. DISTR.* CONTR./DISTR. CONTR. NOSEWORTHY, ED $ 70,508 $ 70,508 $ 35,929 $ 0 WEIS, DAVID $ 45,712 $ 13,071 $ 0 $ 15,441 DOMAYER, CORY $ 0 $ 0 $ 0 $ 48,618 *INCLUDING INVESTMENT EARNINGS

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
26 January 2024
IRS schema version
2022v5.0
Source object
202440269349301314

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