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Nonprofiteer
← BUTLER HEALTH SYSTEM FOUNDATION

Form 990 for tax year 2024

Filed by BUTLER HEALTH SYSTEM FOUNDATION.

Totals

Total revenue
$2,315,691
Total expenses
$1,334,435
Contributions and grants received
$2,035,666
Grants paid
$918,742
Program service revenue
$0
Investment income
$160,253
Other revenue
$119,772
Total assets, end of year
$5,795,120
Total liabilities, end of year
$775,173
Net assets or fund balances, end of year
$5,019,947
Program services expenses (Part IX)
$918,742
Management and general expenses
$0
Fundraising expenses
$415,693
Program service expenses (Part III)
$918,742

Program services were 68.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $186,500

  • 1f · All other contributions, gifts and grants

    $1,849,166

  • 3 · Investment income

    total $160,253 · excluded $160,253

  • 8a · Fundraising events: gross income

    $332,658

  • 8a · Fundraising events: contributions included on line 1c

    $186,500

  • 8b · Fundraising events: direct expenses

    $212,896

  • 8c · Net income from fundraising events

    total $119,762 · excluded $119,762

  • 11a · Other revenue: MISCELLAENOUS INCOME

    total $10 · excluded $10

  • 11e · Other revenue, total

    $10

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $913,742 · program services $913,742

  • 2 · Grants to domestic individuals

    total $5,000 · program services $5,000

  • 7 · Other salaries and wages

    total $236,914 · fundraising $236,914

  • 9 · Other employee benefits

    total $14,125 · fundraising $14,125

  • 10 · Payroll taxes

    total $690 · fundraising $690

  • 11g · Fees: other

    total $135,878 · fundraising $135,878

  • 12 · Advertising and promotion

    total $1,630 · fundraising $1,630

  • 13 · Office expenses

    total $20,882 · fundraising $20,882

  • 16 · Occupancy

    total $451 · fundraising $451

  • 17 · Travel

    total $1,209 · fundraising $1,209

  • 24a · Other expenses: SOFTWARE/MAINTENANCE

    total $3,914 · fundraising $3,914

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,895,414 · end of year $885,959

  • 2 · Savings and temporary cash investments

    beginning of year $2,201,285 · end of year $2,666,853

  • 3 · Pledges and grants receivable

    beginning of year $189,635 · end of year $211,384

  • 10a · Land, buildings and equipment: cost or other basis

    $36,390

  • 10b · Land, buildings and equipment: accumulated depreciation

    $36,390

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,236,532 · end of year $2,030,924

  • 15 · Other assets

    beginning of year $1,182,693 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,232,509 · end of year $98,982

  • 25 · Other liabilities

    beginning of year $408,485 · end of year $676,191

  • 27 · Net assets without donor restrictions

    beginning of year $1,761,402 · end of year $2,066,730

  • 28 · Net assets with donor restrictions

    beginning of year $3,303,163 · end of year $2,953,217

Mission and programs · 2024

Mission

BUTLER HEALTH SYSTEM FOUNDATION, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, EXISTS TO PROVIDE A TRUSTED DELIVERY OF CARE WHICH MAKES A POSITIVE IMPACT ON THE LIVES OF EVERY INDIVIDUAL WE TOUCH.

Activities or mission (Part I)

BUTLER HEALTH SYSTEM FOUNDATION, AN AFFILIATE OF INDEPENDENCE HEALTH SYSTEM, WILL BE RECOGNIZED AS THE PREMIER PROVIDER OF HIGH QUALITY, VALUE-DRIVEN AFFORDABLE INTEGRATED CARE IN THE REGION. WE WILL ACHIEVE THIS THROUGH UNWAVERING COMMITMENT TO INDIVIDUAL AND ORGANIZATIONAL EXCELLENCE AND TECHNOLOGICAL INNOVATION.

  • BUTLER HEALTH SYSTEM FOUNDATION SUPPORTS THE MISSION OF BUTLER HEALTH SYSTEM BY PROVIDING AVENUES FOR INDIVIDUALS, CORPORATIONS AND PHILANTHROPIC ORGANIZATIONS TO SUPPORT THE PROGRAMS AND SERVICES OF BUTLER HEALTH SYSTEM. THE BUTLER HEALTH SYSTEM FOUNDATION RAISES MONEY THROUGH SPECIAL EVENTS, TARGETED CAMPAIGNS AND SOLICITING FOUNDATION AND CORPORATE GRANTS.

    Expenses $918,742 · Grants $918,742

As filed on the 2024 return.

Listed in Part VII

  • Kenneth P Defurio

    PRESIDENT & CEO

    Total calculated
    $3,637,924
    From this org
    $0
    From related orgs
    $3,614,613
    Other
    $23,311
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,015,575 related
    Bonus
    $0
    Other
    $0 + $2,599,038 related
    Deferred
    $0 + $5,175 related
    Nontaxable benefits
    $0 + $18,136 related
    Filer's total
    $0 + $3,637,924 related

  • Larry Richert

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Vicki Hinterberger

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Joseph Grunenwald Dba

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Patrick Hampson

    TRUSTEE (UNTIL 12/17/24)

    Total calculated
    $0
    Hours/week
    1

  • Sunder Rao MD

    TRUSTEE/PHYSICIAN (UNTIL 12/31/24)

    Total calculated
    $537,649
    From this org
    $0
    From related orgs
    $520,340
    Other
    $17,309
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $520,340 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,309 related
    Filer's total
    $0 + $537,649 related

  • Jud Stewart

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • April Stilley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bob Buzelli

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kristin Fiorina

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gail Paserba

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas S Albanesi Jr CPA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $701,572
    From this org
    $0
    From related orgs
    $663,850
    Other
    $37,722
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,372 related
    Bonus
    $0
    Other
    $0 + $157,478 related
    Deferred
    $0 + $18,292 related
    Nontaxable benefits
    $0 + $19,430 related
    Filer's total
    $0 + $701,572 related

  • Eric Huss

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $100,800
    From this org
    $0
    From related orgs
    $100,800
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $100,800 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $100,800 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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

The filer's explanations (Part III)

PART I, LINE 3
THE CEO IS PAID BY BUTLER HEALTHCARE PROVIDERS, A NONPROFIT RELATED CORPORATION. BUTLER HEALTHCARE PROVIDERS USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, INDEPENDENT LEGAL REVIEW, AND APPROVAL BY THE BOARD AND BOARD COMPENSATION COMMITTEE.
PART I, LINES 4A-B
BUTLER HEALTHCARE PROVIDERS, A RELATED ORGANIZATION UTILIZES A SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) TO RECRUIT AND RETAIN LEADERSHIP TALENT. VESTING PERIODS ARE 5 AND 10 YEARS, FOR ALL EXECUTIVES, WITH THE EXCEPTION OF THE PRESIDENT/CEO, AT AGE 65. THE THIRD VESTING PERIOD FOR THE PRESIDENT/CEO IS AGE 60. ELIGIBLE EXECUTIVES RECEIVE DISTRIBUTIONS UPON REACHING THE VESTING PERIODS. ALL CONTRIBUTIONS TO THE SERP HAVE BEEN REPORTED PREVIOUSLY AND ARE REPORTED ANNUALLY. THE ANNUAL ACCRUAL AMOUNTS FOR CALENDAR YEAR 2024 WERE: KENNETH P DEFURIO, $351,888 DURING CALENDAR YEAR 2024, ERIC HUSS RECEIVED SEVERANCE IN THE AMOUNT OF $34,328.
PART II
INDEPENDENCE HEALTH SYSTEM PRESIDENT & CEO KENNETH DEFURIO TURNED 60 DURING CALENDAR YEAR 2024. REACHING AGE 60 TRIGGERED A REQUIRED VESTED SERP PAYOUT OF $2,501,911. FOR THE PAST 18 YEARS, INDIVIDUAL SERP PAYMENTS FOR THE CEO HAD PREVIOUSLY BEEN REPORTED AS DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J. THIS REPORTED 2024 AMOUNT IS A TOTAL OF ALL PREVIOUSLY REPORTED FUNDING AMOUNTS. SERP PLANS ARE USED AS RECRUITMENT AND RETENTION VEHICLES IN A COMPETITIVE EXECUTIVE MARKET.

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

  • BUTLER HEALTHCARE PROVIDERS

    $783,458

    CASH TO FUND THE ACQUISITION OF VARIOUS MEDICAL EQUIPMENT AND SUPPORT HOSPITAL PROGRAMS

  • CLARION HOSPITAL

    $130,284

    CASH TO FUND THE ACQUISITION OF VARIOUS MEDICAL EQUIPMENT AND SUPPORT HOSPITAL PROGRAMS

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.

  • BUTLER AMBULATORY SURGERY CENTER LLC

    AMBULATORY SURG. · PA

  • BHS FASTERCARE

    URGENT CARE · PA

  • BHS FASTER CARE LABORATORY

    LAB. SERVICES · PA

Related corporations and trusts

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

  • EXCELA HEALTH PHYSICIAN PRACTICES

    C · HEALTH CARE · PA

  • EXCELA HEALTH HOLDING COMPANY

    C · HEALTH CARE · PA

  • EXCELA HEALTH VENTURES LLC

    C · REAL ESTATE · PA

  • EXCELA RECIPROCAL RRG & SUBSIDIARY

    C · INSURANCE · VT

  • EXCELA PHYSICIAN HOSPITAL ORGANIZATION LLC

    C · HEALTH CARE · PA

  • EXCELA HEALTH DIVERSIFIED SERVICES LLC

    C · HEALTH CARE · PA

  • PCA OF BUTLER PC

    C · PHY. OFFICE · PA

  • CLARION DEVELOPMENT CORPORATION

    C · PHARMACY · PA

Provenance

Return type
form_990
Tax year
2024
Filed
24 April 2026
IRS schema version
2024v5.5
Source object
202611359349316411

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