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← SMALL HANDS BIG HEARTS PEDIATRIC THERAPY MANAGEMENT LLC

Form 990 for tax year 2022

Filed by SMALL HANDS BIG HEARTS PEDIATRIC THERAPY MANAGEMENT LLC.

What the amendment changed

Compared with the return it replaced , filed 21 August 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$230,495 changed to $2,526,356
Total expenses
$230,785 changed to $2,815,773
Program service revenue
$230,495 changed to $2,518,747
Other revenue
$0 changed to $7,609
Total assets, end of year
$807,713 changed to $400,612
Total liabilities, end of year
$780,630 changed to $662,946
Net assets or fund balances, end of year
$27,083 changed to -$262,334
Program services expenses
$230,785 changed to $2,571,968
Management and general expenses
$0 changed to $243,805
Program service expenses (Part III)
$230,785 changed to $2,571,968

Listed only on the earlier return

  • ROBERT NC NIX III

Listed only on the later return

  • MELISSA GUTZMER
  • ROBERT NIX III ESQ
  • SARAH MEYER

Listed under a different title

  • DERRICK YACOVELLI: DIRECTR/TRSURER/SECRTRY then TREASURER/SECRETARY/CFO
  • REBECCA MANN: DIRECTOR then DIRECTOR/SVP, CFS

Totals

Total revenue
$2,526,356
Total expenses
$2,815,773
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,518,747
Investment income
$0
Other revenue
$7,609
Total assets, end of year
$400,612
Total liabilities, end of year
$662,946
Net assets or fund balances, end of year
-$262,334
Program services expenses (Part IX)
$2,571,968
Management and general expenses
$243,805
Fundraising expenses
$0
Program service expenses (Part III)
$2,571,968

Program services were 91.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOSEPH MARTZ

    PRESIDENT/CEO

    Total calculated
    $1,176,036
    From this org
    $0
    From related orgs
    $1,120,084
    Other
    $55,952
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $893,832 related
    Bonus
    $0
    Other
    $0 + $226,252 related
    Deferred
    $0 + $12,475 related
    Nontaxable benefits
    $0 + $43,477 related
    Filer's total
    $0 + $1,176,036 related

  • ROBERT NIX III ESQ

    DIRECTOR/VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 11 related

  • DERRICK YACOVELLI

    TREASURER/SECRETARY/CFO

    Total calculated
    $705,871
    From this org
    $0
    From related orgs
    $671,726
    Other
    $34,145
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $569,726 related
    Bonus
    $0
    Other
    $0 + $102,000 related
    Deferred
    $0 + $6,369 related
    Nontaxable benefits
    $0 + $27,776 related
    Filer's total
    $0 + $705,871 related

  • LEAH PASON

    DIRECTOR/CPO

    Total calculated
    $510,457
    From this org
    $0
    From related orgs
    $488,535
    Other
    $21,922
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $439,060 related
    Bonus
    $0
    Other
    $0 + $49,475 related
    Deferred
    $0 + $5,231 related
    Nontaxable benefits
    $0 + $16,691 related
    Filer's total
    $0 + $510,457 related

  • REBECCA MANN

    DIRECTOR/SVP, CFS

    Total calculated
    $401,214
    From this org
    $0
    From related orgs
    $392,121
    Other
    $9,093
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $342,930 related
    Bonus
    $0
    Other
    $0 + $49,191 related
    Deferred
    $0 + $5,231 related
    Nontaxable benefits
    $0 + $3,862 related
    Filer's total
    $0 + $401,214 related

  • MELISSA GUTZMER

    EXECUTIVE DIRECTOR

    Total calculated
    $156,157
    From this org
    $132,338
    From related orgs
    $0
    Other
    $23,819
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $132,338
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $23,819
    Filer's total
    $156,157

  • SARAH MEYER

    CLINICAL DIRECTOR

    Total calculated
    $120,581
    From this org
    $117,721
    From related orgs
    $0
    Other
    $2,860
    Hours/week
    37.5

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 3
THIS ORGANIZATION DOES NOT DIRECTLY PAY ITS OFFICERS AND DIRECTORS. ALL COMPENSATION TO THE OFFICERS AND DIRECTORS REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, MERAKEY USA. MERAKEY USA UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS IS REASONABLE GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. MERAKEY USA CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, QUESTION 3 ON ITS FORM 990: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS WRITTEN EMPLOYMENT CONTRACT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING OFFICERS AND DIRECTORS PARTICIPATED IN A 457(F) NONQUALIFIED RETIREMENT PLAN IN FY2023: JOSEPH MARTZ - $226,252 DERRICK YACOVELLI - $102,000 LEAH PASON - $49,475 REBECCA MANN - $49,191

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.

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
1 October 2024
IRS schema version
2022v5.0
Source object
202422759349300427

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