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Nonprofiteer
← JEFFERSON HEALTH CORPORATION

Form 990 for tax year 2024

Filed by JEFFERSON HEALTH CORPORATION.

Totals

Total revenue
$1,436,250,818
Total expenses
$1,685,992,439
Contributions and grants received
$21,192,820
Grants paid
$0
Program services expenses (Part IX)
$1,448,195,284
Management and general expenses
$234,659,468
Fundraising expenses
$3,137,687
Program service expenses (Part III)
$1,448,195,284

Program services were 85.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MARK KOTAPKA MD

    CHAIR NEUROSURGERY

    Total calculated
    $1,589,302
    From this org
    $1,550,095
    From related orgs
    $0
    Other
    $39,207
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,171,514
    Bonus
    $0
    Other
    $378,581
    Deferred
    $0
    Nontaxable benefits
    $39,207
    Filer's total
    $1,589,302

  • DIXIEANNE P JAMES

    TRUSTEE - PRES. CENTRAL REGION

    Total calculated
    $1,400,570
    From this org
    $0
    From related orgs
    $1,286,072
    Other
    $114,498
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $802,594 related
    Bonus
    $0 + $376,784 related
    Other
    $0 + $106,694 related
    Deferred
    $0 + $104,483 related
    Nontaxable benefits
    $0 + $10,015 related
    Filer's total
    $0 + $1,400,570 related

  • JAMES RAPHAEL MD

    CHAIR ORTHOPEDIC SURGERY

    Total calculated
    $1,224,419
    From this org
    $1,190,663
    From related orgs
    $0
    Other
    $33,756
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $856,161
    Bonus
    $220,250
    Other
    $114,252
    Deferred
    $0
    Nontaxable benefits
    $33,756
    Filer's total
    $1,224,419

  • CHRISTOPHER WILLIAMSON MD

    ORTHOPEDIC SURGEry

    Total calculated
    $1,220,034
    From this org
    $1,189,959
    From related orgs
    $0
    Other
    $30,075
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $620,175
    Bonus
    $365,266
    Other
    $204,518
    Deferred
    $0
    Nontaxable benefits
    $30,075
    Filer's total
    $1,220,034

  • PATRICK B COOPER MD

    NEUROSURGERY

    Total calculated
    $1,217,595
    From this org
    $1,209,719
    From related orgs
    $0
    Other
    $7,876
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $968,423
    Bonus
    $0
    Other
    $241,296
    Deferred
    $0
    Nontaxable benefits
    $7,876
    Filer's total
    $1,217,595

  • RADI ZAKI MD

    CHAIR SURGERY GENERAL

    Total calculated
    $1,171,774
    From this org
    $1,150,537
    From related orgs
    $0
    Other
    $21,237
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $1,097,028
    Bonus
    $0
    Other
    $53,509
    Deferred
    $0
    Nontaxable benefits
    $21,237
    Filer's total
    $1,171,774

  • KENNETH D LEVITAN

    FORMER OFFICER

    Total calculated
    $1,053,151
    From this org
    $1,034,560
    From related orgs
    $0
    Other
    $18,591
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $1,034,560
    Deferred
    $0
    Nontaxable benefits
    $18,591
    Filer's total
    $1,053,151

  • ALBERTO ESQUENAZI MD

    TRUSTEE

    Total calculated
    $905,157
    From this org
    $878,046
    From related orgs
    $0
    Other
    $27,111
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $634,355
    Bonus
    $187,500
    Other
    $56,191
    Deferred
    $0
    Nontaxable benefits
    $27,111
    Filer's total
    $905,157

  • RICHARD H FINE MD

    TRUSTEE - SURGERY CHAIRMAN

    Total calculated
    $854,015
    From this org
    $828,718
    From related orgs
    $0
    Other
    $25,297
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $598,070
    Bonus
    $155,000
    Other
    $75,648
    Deferred
    $0
    Nontaxable benefits
    $25,297
    Filer's total
    $854,015

  • ROHIT GULATI MD

    EVP & CMO

    Total calculated
    $819,539
    From this org
    $818,303
    From related orgs
    $0
    Other
    $1,236
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $589,057
    Bonus
    $186,072
    Other
    $43,174
    Deferred
    $0
    Nontaxable benefits
    $1,236
    Filer's total
    $819,539

  • BETH DUFFY

    COO EMCM

    Total calculated
    $811,817
    From this org
    $0
    From related orgs
    $722,399
    Other
    $89,418
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $525,195 related
    Bonus
    $0 + $166,290 related
    Other
    $0 + $30,914 related
    Deferred
    $0 + $67,256 related
    Nontaxable benefits
    $0 + $22,162 related
    Filer's total
    $0 + $811,817 related

  • ANGELA NICHOLAS MD

    TRUSTEE - CMO FPS

    Total calculated
    $729,695
    From this org
    $0
    From related orgs
    $659,827
    Other
    $69,868
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $478,252 related
    Bonus
    $0 + $147,769 related
    Other
    $0 + $33,806 related
    Deferred
    $0 + $58,554 related
    Nontaxable benefits
    $0 + $11,314 related
    Filer's total
    $0 + $729,695 related

  • STEVEN L SIVAK MD

    Tte-CMO/PRES EPP/FPS(TRM12/24)

    Total calculated
    $722,464
    From this org
    $706,458
    From related orgs
    $0
    Other
    $16,006
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $21,998
    Bonus
    $0
    Other
    $684,460
    Deferred
    $0
    Nontaxable benefits
    $16,006
    Filer's total
    $722,464

  • GINA MARONE

    CHIEF NURSE EXECUTIVE - AEMC

    Total calculated
    $614,482
    From this org
    $613,359
    From related orgs
    $0
    Other
    $1,123
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $428,039
    Bonus
    $154,082
    Other
    $31,238
    Deferred
    $0
    Nontaxable benefits
    $1,123
    Filer's total
    $614,482

  • GERARD F BLANEY

    FORMER OFFICER

    Total calculated
    $549,827
    From this org
    $531,505
    From related orgs
    $0
    Other
    $18,322
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $531,505
    Deferred
    $0
    Nontaxable benefits
    $18,322
    Filer's total
    $549,827

  • MAUREEN JORDAN

    VP HEALTHCARE SERVICES - AEMC

    Total calculated
    $532,332
    From this org
    $530,829
    From related orgs
    $0
    Other
    $1,503
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $393,209
    Bonus
    $99,369
    Other
    $38,251
    Deferred
    $0
    Nontaxable benefits
    $1,503
    Filer's total
    $532,332

  • THOMAS J SMITH

    COO - MOSS

    Total calculated
    $444,244
    From this org
    $417,189
    From related orgs
    $0
    Other
    $27,055
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $307,617
    Bonus
    $78,960
    Other
    $30,612
    Deferred
    $0
    Nontaxable benefits
    $27,055
    Filer's total
    $444,244

  • MICHAEL GEORGE

    VP HEALTH SVCS-PROF FUND MGT.

    Total calculated
    $410,386
    From this org
    $400,609
    From related orgs
    $0
    Other
    $9,777
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $291,199
    Bonus
    $80,193
    Other
    $29,217
    Deferred
    $0
    Nontaxable benefits
    $9,777
    Filer's total
    $410,386

  • CHRISTOPHER SCAVEN

    MEDICAL DIRECTOR-ECHA

    Total calculated
    $386,244
    From this org
    $373,125
    From related orgs
    $0
    Other
    $13,119
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $311,784
    Bonus
    $30,500
    Other
    $30,841
    Deferred
    $0
    Nontaxable benefits
    $13,119
    Filer's total
    $386,244

  • DORLYN LAW

    VP HEALTH SVCS-PROF FUND MGT.

    Total calculated
    $379,230
    From this org
    $357,634
    From related orgs
    $0
    Other
    $21,596
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $263,974
    Bonus
    $68,077
    Other
    $25,583
    Deferred
    $0
    Nontaxable benefits
    $21,596
    Filer's total
    $379,230

  • PENNY J REZET ESQ

    FORMER OFFICER

    Total calculated
    $307,543
    From this org
    $289,355
    From related orgs
    $0
    Other
    $18,188
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $289,355
    Deferred
    $0
    Nontaxable benefits
    $18,188
    Filer's total
    $307,543

  • PATRICIA MODAFFERI

    VP HEALTHCARE SERVICES - EMCM

    Total calculated
    $217,194
    From this org
    $214,052
    From related orgs
    $0
    Other
    $3,142
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $141,438
    Bonus
    $59,818
    Other
    $12,796
    Deferred
    $1,562
    Nontaxable benefits
    $1,580
    Filer's total
    $217,194

  • CYNTHIA M DEGRANDPRE

    FORMER KEY EMPLOYEE

    Total calculated
    $204,320
    From this org
    $187,187
    From related orgs
    $0
    Other
    $17,133
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $184
    Bonus
    $0
    Other
    $187,003
    Deferred
    $0
    Nontaxable benefits
    $17,133
    Filer's total
    $204,320

  • JAY D'LUGIN

    FORMER KEY EMPLOYEE

    Total calculated
    $202,865
    From this org
    $202,865
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $202,865
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $202,865

  • BRUCE MENKOWITZ MD

    TRUSTEE

    Total calculated
    $101,088
    From this org
    $99,840
    From related orgs
    $0
    Other
    $1,248
    Hours/week
    55

  • LEWIS I GANTMAN ESQ

    CHAIR - TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • CAROLE S BEN-MAIMON MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • STEVEN BERK ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • RICHARD J BRAEMER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • SUSAN KLINE KLEHR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JOHN P KORMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ELLEN KRAFTSOW-KOGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • MATHEW S LEVITTIES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ROBERT J LIPSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ERIC RAYMOND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • LAWRENCE S REICHLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • MADALYN ROVINSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • GREGORY H STEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • HANK SIMMS MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • MARINA KATS ESQ

    CHAIR - TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JOANNE FISHMAN ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JOAN L GOLDSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JOSHUA S GROSS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • DEBRA HOLLANDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • EDMUND PRIBITKIN MD MBA

    TRUSTEE - PRESIDENT JMG

    Total calculated
    $0
    Hours/week
    60

  • JUDITH K TRICHON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • GEOFFREY M DUFFINE ESQ

    CHAIR - TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ALISON KORMAN FELDMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • THOMAS N PERLOFF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • RICHARD C SHEERR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • ANTHONY R SHERR ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • RICHARD A WOLFSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • JOHN P MORDACH

    TREAS. - TRUSTEE (TERM 02/25)

    Total calculated
    $0
    Hours/week
    60

  • BRIAN SWEENEY RNMBAFACHE

    PRESIDENT - NORTH REGION

    Total calculated
    $0
    Hours/week
    60

  • CRISTINA G CAVALIERI ESQ

    SECRETARY

    Total calculated
    $0
    Hours/week
    60

  • THOMAS J MARCHOZZI MBA CPA

    TREASURER (EFF 2/2025)

    Total calculated
    $0
    Hours/week
    60

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 · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

CORE FORM, PART VII AND SCHEDULE J
TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2024 FORMS W-2.
SCHEDULE J, PART I, LINE 1B
LONG TERM DISABILITY BENEFITS ARE PROVIDED TO CERTAIN KEY EMPLOYEES. THESE EMPLOYEES' WAGES ARE "GROSSED UP" AT THEIR INDIVIDUAL TAX RATES TO PROVIDE THE FULL VALUE OF THE BENEFIT SINCE THIS BENEFIT IS REFLECTED IN THE INDIVIDUAL'S FORM W-2, AS TAXABLE WAGES.
SCHEDULE J, PART I; QUESTION 4A
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTs DURING CALENDAR YEAR 2024 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: KENNETH D. LEVITAN, $1,034,560; STEVEN L. SIVAK, M.D., $630,746; GERARD F. BLANEY, $461,644; PENNY J. REZET, ESQ., $289,355; CYNTHIA M. DEGRANDPRE, $181,866 AND JAY D'LUGIN, $197,100.
SCHEDULE J, PART I; QUESTION 4B
THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING IN A LONG-TERM INCENTIVE PLAN, AS THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN HER 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DIXIEANNE P. JAMES, $61,767. THE DEFERRED COMPENSATION AMOUNT IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THESE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DIXIEANNE P. JAMES, $66,533; BETH DUFFY, $22,406 AND ANGELA NICHOLAS, M.D., $13,704.
SCHEDULE J, PART I, QUESTION 7
CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2024 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.

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
2024
Filed
12 May 2026
IRS schema version
2024v5.2
Source object
202611339349308571

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