Form 990 for tax year 2024
Filed by GENESIS HEALTHCARE SYSTEM -GROUP RETURN-.
Totals
- Total revenue
- $3,920,796
- Total expenses
- $365,501
- Contributions and grants received
- $834,115
- Grants paid
- $30,500
- Program service revenue
- $0
- Investment income
- $2,782,674
- Other revenue
- $304,007
- Total assets, end of year
- $80,598,958
- Total liabilities, end of year
- $36,243
- Net assets or fund balances, end of year
- $80,562,715
- Program services expenses (Part IX)
- $300,042
- Management and general expenses
- $63,961
- Fundraising expenses
- $1,498
- Program service expenses (Part III)
- $300,042
Program services were 82.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JODY SPENCER
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 0.8
-
RYAN DODSON
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.8
-
ASHLEY MOYER
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.8
-
ERIC HOLSKY
TREASURER
- Total calculated
- $0
- Hours/week
- 0.8
-
SR MAUREEN ANNE SHEPARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.8 + 1.15 related
-
HANNA LUBURGH-AGIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.8
-
PAUL MASTERSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.8
-
BRANDY ALEXANDER DO
BOARD MEMBER
- Total calculated
- $685,718
- From this org
- $0
- From related orgs
- $656,805
- Other
- $28,913
- Hours/week
- 0.8
Schedule J breakdown matched by us
- Base
- $0 + $612,177 related
- Bonus
- $0 + $44,628 related
- Other
- $0
- Deferred
- $0 + $10,350 related
- Nontaxable benefits
- $0 + $18,563 related
- Filer's total
- $0 + $685,718 related
-
NANCY SULENS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.8
-
BO COCONIS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.8
-
AJ PATEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.08
-
LAURA TOMPKINS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.8
-
MATTHEW PERRY
PRESIDENT/CEO
- Total calculated
- $1,078,176
- From this org
- $0
- From related orgs
- $1,042,506
- Other
- $35,670
- Hours/week
- 0.8 + 49.2 related
Schedule J breakdown matched by us
- Base
- $0 + $980,642 related
- Bonus
- $0 + $61,864 related
- Other
- $0
- Deferred
- $0 + $10,350 related
- Nontaxable benefits
- $0 + $25,320 related
- Filer's total
- $0 + $1,078,176 related
-
MICHAEL NORMAN
CHIEF FINANCIAL OFFICER:END 09/24
- Total calculated
- $670,799
- From this org
- $0
- From related orgs
- $628,779
- Other
- $42,020
- Hours/week
- 0.8 + 49.2 related
Schedule J breakdown matched by us
- Base
- $0 + $523,156 related
- Bonus
- $0 + $73,124 related
- Other
- $0 + $32,499 related
- Deferred
- $0 + $10,350 related
- Nontaxable benefits
- $0 + $31,670 related
- Filer's total
- $0 + $670,799 related
-
ADAM HOPPER
CHIEF FINANCIAL OFFICER:START 09/24
- Total calculated
- $138,497
- From this org
- $0
- From related orgs
- $130,955
- Other
- $7,542
- Hours/week
- 0 + 50 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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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 1, LINE 3:
- A RELATED ORGANIZATION, GENESIS HEALTHCARE SYSTEM, ESTABLISHES COMPENSATION OF THE ORGANIZATION'S CEO THROUGH A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD AND COMPENSATION COMMITTEE.
- PART I, LINE 4B:
- A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WAS SET UP TO PROVIDE ADDITIONAL DEFERRED RETIREMENT INCOME TO THE GENESIS HEALTH CARE SYSTEM SENIOR LEADERSHIP TEAM MEMBERS. THIS PLAN IS FUNDED BY GENESIS AND VESTS WITH SERVICE. GENESIS HEALTHCARE SYSTEM MADE NO CONTRIBUTIONS TO NONQUALIFIED RETIREMENT PLANS DURING 2024.
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.
-
501(C)(3) · MAINTAINS REAL ESTATE TITLE FOR HOSPITAL · OH · controlled entity
Directly controlled by GENESIS HEALTHCARE SYSTEM
-
501(C)(3) · AMBULANCE SERVICE · OH · controlled entity
Directly controlled by GENESIS HEALTHCARE SYSTEM
-
501(C)(3) · HEALTHCARE · OH
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 corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · PHYSICIAN SERVICES, HOME INFUSION, CHILDCARE SVCS, PHARMACY, DME · OH · controlled entity
-
SOUTHEAST OHIO MEDICAL INSURANCE COMPANY
C · CAPTIVE INSURANCE COMPANY · CJ · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 5 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513119349303376
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