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Nonprofiteer
← 1800 HARRISON FOUNDATION

Form 990 for tax year 2022

Filed by 1800 HARRISON FOUNDATION.

Totals

Total revenue
$3,526,947
Total expenses
$3,526,947
Contributions and grants received
$0
Grants paid
$0
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)
$3,526,947
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$3,526,947

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Gregory Adams

    Chairman & CEO

    Total calculated
    $13,697,450
    From this org
    $0
    From related orgs
    $13,841,691
    Other
    -$144,241
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,047,443 related
    Bonus
    $0 + $10,474,474 related
    Other
    $0 + $1,319,774 related
    Deferred
    $0 + -$174,968 related
    Nontaxable benefits
    $0 + $30,727 related
    Filer's total
    $0 + $13,697,450 related

  • Kathryn Lancaster

    Director & CFO

    Total calculated
    $5,509,673
    From this org
    $0
    From related orgs
    $5,726,249
    Other
    -$216,576
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,228,774 related
    Bonus
    $0 + $3,936,502 related
    Other
    $0 + $560,973 related
    Deferred
    $0 + -$235,465 related
    Nontaxable benefits
    $0 + $18,889 related
    Filer's total
    $0 + $5,509,673 related

  • Mark Zemelman

    SVP, General Counsel & Secy

    Total calculated
    $5,163,376
    From this org
    $0
    From related orgs
    $5,101,508
    Other
    $61,868
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $339,902 related
    Bonus
    $0 + $3,880,962 related
    Other
    $0 + $880,644 related
    Deferred
    $0 + $41,523 related
    Nontaxable benefits
    $0 + $20,345 related
    Filer's total
    $0 + $5,163,376 related

  • Vanessa Benavides

    SVP,Chief Legal Officer & Secy

    Total calculated
    $1,674,679
    From this org
    $0
    From related orgs
    $1,466,903
    Other
    $207,776
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $687,727 related
    Bonus
    $0 + $726,916 related
    Other
    $0 + $52,260 related
    Deferred
    $0 + $189,045 related
    Nontaxable benefits
    $0 + $18,731 related
    Filer's total
    $0 + $1,674,679 related

  • Thomas Meier

    Director & President

    Total calculated
    $1,524,619
    From this org
    $0
    From related orgs
    $1,614,705
    Other
    -$90,086
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $568,446 related
    Bonus
    $0 + $904,341 related
    Other
    $0 + $141,918 related
    Deferred
    $0 + -$116,603 related
    Nontaxable benefits
    $0 + $26,517 related
    Filer's total
    $0 + $1,524,619 related

  • Donald Orndoff

    SVP, NFS

    Total calculated
    $1,074,815
    From this org
    $0
    From related orgs
    $1,108,295
    Other
    -$33,480
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $480,731 related
    Bonus
    $0 + $482,522 related
    Other
    $0 + $145,042 related
    Deferred
    $0 + -$64,998 related
    Nontaxable benefits
    $0 + $31,518 related
    Filer's total
    $0 + $1,074,815 related

  • Terry Wood

    Vice President

    Total calculated
    $619,414
    From this org
    $0
    From related orgs
    $589,333
    Other
    $30,081
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,684 related
    Bonus
    $0 + $180,413 related
    Other
    $0 + $88,236 related
    Deferred
    $0 + -$6,052 related
    Nontaxable benefits
    $0 + $36,133 related
    Filer's total
    $0 + $619,414 related

  • Hong-Sze Yu

    VP, Brd & Corp Gov & Asst Secy

    Total calculated
    $358,461
    From this org
    $0
    From related orgs
    $471,975
    Other
    -$113,514
    Hours/week
    0.1 + 49.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,512 related
    Bonus
    $0 + $158,442 related
    Other
    $0 + $20,021 related
    Deferred
    $0 + -$141,683 related
    Nontaxable benefits
    $0 + $28,169 related
    Filer's total
    $0 + $358,461 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
  • 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)

Schedule J, Part I, Line 3
THE FILING ORGANIZATION RELIED ON A RELATED ORGANIZATION THAT USED ONE OR MORE OF THE METHODS DESCRIBED BELOW TO ESTABLISH THE TOP MANAGEMENT OFFICIALS' COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF A RELATED ORGANIZATION.
SCHEDULE J, PART I, LINE 4A
Mark Zemelman $465,099 LISTED PERSONS PARTICIPATED IN SEPARATION ARRANGEMENTS. DEPENDING ON POSITION LEVEL, TENURE, AND SEPARATION REASON, BENEFITS PAYABLE UNDER THESE ARRANGEMENTS PROVIDE FOR PAY AND HEALTH BENEFITS CONTINUATION PLUS PAYMENT OF ACCRUED OBLIGATIONS. IN ADDITION, FOR SOME OF THE LISTED PERSONS, BENEFITS PAYABLE INCLUDE PRORATED INCENTIVE AWARDS FOR PERFORMANCE PERIODS NOT YET ENDED. NONE OF THE LISTED PERSONS PARTICIPATED IN ARRANGEMENTS ENTITLING THEM TO CHANGE-OF-CONTROL PAYMENTS.
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENT Gregory Adams $ 1,189,653 Kathryn Lancaster 500,214 Mark Zemelman 371,550 Thomas Meier 89,053 Donald Orndoff 110,897 Terry Wood 43,784 SOME OF THE PARTICIPANTS LISTED IN SCHEDULE J, PART II PARTICIPATED IN NONQUALIFIED SUPPLEMENTAL RETIREMENT PLANS. UNDER THESE PLANS, THE ORGANIZATION MAKES ANNUAL CONTRIBUTIONS TO A NOTIONAL ACCOUNT ON BEHALF OF EACH PARTICIPANT. CONTRIBUTIONS VARY BY POSITION, LEVEL AND PAY, AND VEST OVER TIME BASED ON AGE AND/OR SERVICE. PARTICIPANT ACCOUNTS ARE CREDITED WITH A FIXED RATE OF INTEREST, INVESTED IN AVAILABLE MUTUAL FUNDS OR A COMBINATION OF BOTH. CERTAIN OFFICERS ACCRUE A BENEFIT THAT VESTS BASED ON AGE AND SERVICE AND TARGETS A PERCENTAGE OF FINAL AVERAGE PAY LESS PRIOR PLAN OFFSETS. UNVESTED AMOUNTS ARE SUBJECT TO RISK OF FORFEITURE.
SCHEDULE J, PART I, LINE 7
NON-FIXED PAYMENTS THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS TO SOME OF THE PERSONS LISTED. PAYMENTS WERE MADE UNDER DISCRETIONARY BONUS PROGRAMS AND INCENTIVE PLANS, BASED ON ATTAINMENT OF ORGANIZATIONAL PERFORMANCE GOALS AND INDIVIDUAL PERFORMANCE, DESIGNED TO SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE HIGH-QUALITY, AFFORDABLE CARE AND IMPROVE THE HEALTH OF ITS MEMBERS AND THE COMMUNITIES IT SERVES. THE PLANS' ORGANIZATIONAL PERFORMANCE GOALS INCLUDED: QUALITY OF CARE AND SERVICE, MEMBERSHIP GROWTH, OPERATING INCOME, PER MEMBER EXPENSE TREND, AND COMMUNITY BENEFIT. PLAN DESIGNS, PERFORMANCE, AND PAYOUT LEVELS, AS WELL AS INDIVIDUAL PAYMENTS TO CERTAIN PERSONS, WERE REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS, COMPRISED OF INDEPENDENT DIRECTORS.
SCHEDULE J, PART II, SECTION A, COLUMN F
AMOUNTS INCLUDED IN SCHEDULE J, PART II, COLUMN F INCLUDE AMOUNTS PREVIOUSLY REPORTED AS DEFERRED COMPENSATION, AS WELL AS DISTRIBUTIONS FROM A 457(B) PLAN THAT WERE PREVIOUSLY REPORTED AS REPORTABLE COMPENSATION IN ACCORDANCE WITH FORM 990 INSTRUCTIONS.
SCHEDULE J, PART II, COLUMN C
THE ACTUARIAL VALUE FOR THE MAJORITY OF INDIVIDUALS' DEFINED BENEFIT PLAN DECLINED IN 2022, RESULTING IN NEGATIVE COMPENSATION FOR CERTAIN EXECUTIVES. THE ACTUARIAL INCREASE OR DECREASE IN VALUE MAY CHANGE FOR VARIOUS REASONS, INCLUDING CONTINUED SERVICE, AGE, AND CHANGES IN ASSUMPTIONS. THE DECLINE IN ACTUARIAL VALUE OF BENEFITS DURING 2022 IS PRIMARILY DUE TO SIGNIFICANT INCREASE IN MARKET INTEREST RATES, RESULTING IN LOWER PRESENT VALUE OF BENEFITS COMPARED TO THE PRIOR YEAR. THE ACTUAL DOLLARS RECEIVED FROM THE DEFINED BENEFIT PLAN UPON RETIREMENT ARE NOT AFFECTED BY THE INTEREST RATE INCREASES.

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.

  • NXT CAP SR FD I LLC

    N/A · Investment · DE · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Garfield Health Sol E Pvt Ltd

    N/A · Admin · IN · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

  • Maui Nui ASC Holdco LLC

    N/A · Holding Co · HI · 0% owned · share of income $0 · share of assets $0

    Directly controlled by NA

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
3 October 2023
IRS schema version
2022v5.0
Source object
202323199349301662

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