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Nonprofiteer
← ALLIANCE RESOURCES INCORPORATED

Form 990 for tax year 2022

Filed by ALLIANCE RESOURCES INCORPORATED.

Totals

Total revenue
$1,745,478
Total expenses
$1,730,250
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,745,478
Investment income
$0
Other revenue
$0
Total assets, end of year
$14,449,312
Total liabilities, end of year
$1,150,169
Net assets or fund balances, end of year
$13,299,143
Program services expenses (Part IX)
$1,730,250
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$1,730,250

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

  • Alexander Walker Jr Esq

    President & CEO

    Total calculated
    $1,102,344
    From this org
    $0
    From related orgs
    $705,005
    Other
    $397,339
    Hours/week
    0.2 + 43.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $627,831 related
    Bonus
    $0
    Other
    $0 + $77,174 related
    Deferred
    $0 + $292,846 related
    Nontaxable benefits
    $0 + $104,493 related
    Filer's total
    $0 + $1,102,344 related

  • Louis I Fink MD

    Director (end 7/2023)

    Total calculated
    $707,976
    From this org
    $0
    From related orgs
    $688,177
    Other
    $19,799
    Hours/week
    0.1 + 41.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $543,154 related
    Bonus
    $0 + $145,023 related
    Other
    $0
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $4,549 related
    Filer's total
    $0 + $707,976 related

  • Carolyn Claussen MD

    Director (end 12/2022)

    Total calculated
    $263,954
    From this org
    $0
    From related orgs
    $252,296
    Other
    $11,658
    Hours/week
    0 + 41.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,669 related
    Bonus
    $0 + $19,627 related
    Other
    $0
    Deferred
    $0 + $11,648 related
    Nontaxable benefits
    $0 + $10 related
    Filer's total
    $0 + $263,954 related

  • Robert Capodilupo MD

    Interim Trustee/Exec Med Dir NEHI

    Total calculated
    $732,144
    From this org
    $0
    From related orgs
    $686,462
    Other
    $45,682
    Hours/week
    0.1 + 40.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $550,015 related
    Bonus
    $0 + $136,447 related
    Other
    $0
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $30,432 related
    Filer's total
    $0 + $732,144 related

  • Patricia Furey MD

    Director; President Medical Staff

    Total calculated
    $558,258
    From this org
    $0
    From related orgs
    $505,822
    Other
    $52,436
    Hours/week
    0.2 + 41.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,939 related
    Bonus
    $0 + $38,883 related
    Other
    $0
    Deferred
    $0 + $12,200 related
    Nontaxable benefits
    $0 + $40,236 related
    Filer's total
    $0 + $558,258 related

  • Matthew Albuquerque

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 2.4 related

  • Re Msg Anthony Frontiero

    Director (end 4/2023)

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 related

  • William Furlong

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 0.9 related

  • Robert Gossett

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 2.4 related

  • Roger Jean

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • Derek McDonald

    Director; Bishop's Delegate

    Total calculated
    $0
    Hours/week
    0.2 + 2.4 related

  • Marie McKay CPA

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 2 related

  • Kristy Merrill

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1.1 related

  • John J Munoz MD

    Director

    Total calculated
    $0
    Hours/week
    0.2 + 1.3 related

  • Grace Tung

    Director

    Total calculated
    $0
    Hours/week
    0.1 + 1.9 related

  • John G Cronin Esq

    Immediate Past Chair (end 6/2023)

    Total calculated
    $0
    Hours/week
    0 + 1.3 related

  • Timothy Riley

    Chair

    Total calculated
    $0
    Hours/week
    0.2 + 2.6 related

  • Matthew Kfoury

    Secretary

    Total calculated
    $0
    Hours/week
    0.2 + 2.5 related

  • Pamela Diamantis

    Treasurer

    Total calculated
    $0
    Hours/week
    0.2 + 2.6 related

  • Edward Dudley III

    Executive VP & CFO (end 2/2023)

    Total calculated
    $826,578
    From this org
    $0
    From related orgs
    $548,250
    Other
    $278,328
    Hours/week
    0 + 40.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $494,403 related
    Bonus
    $0 + $338 related
    Other
    $0 + $53,509 related
    Deferred
    $0 + $222,434 related
    Nontaxable benefits
    $0 + $55,894 related
    Filer's total
    $0 + $826,578 related

  • Pamela Martel

    Executive VP & CFO

    Total calculated
    $198,392
    From this org
    $0
    From related orgs
    $179,495
    Other
    $18,897
    Hours/week
    0 + 40.4 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,567 related
    Bonus
    $0
    Other
    $0 + $928 related
    Deferred
    $0 + $7,491 related
    Nontaxable benefits
    $0 + $11,406 related
    Filer's total
    $0 + $198,392 related

  • Joseph Pepe MD

    Former President & CEO (end 6/2021)

    Total calculated
    $734,671
    From this org
    $0
    From related orgs
    $733,333
    Other
    $1,338
    Hours/week
    0 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $733,333 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $1,338 related
    Filer's total
    $0 + $734,671 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 Organization's President & CEO's compensation was established by a related organization, Catholic Medical Center. That organization used a compensation committee, independent compensation consultant, Form 990 of other organizations, a compensation survey/study, and approval by their board of directors/compensation committee to determine the President & CEO's compensation and benefits.
Part I, Lines 4a-b
Schedule J, Page 1, Line 4a, severance payments: Dr. Joseph Pepe, who previously served as the Organization's President and CEO, retired in June, 2021. As part of his retirement, Dr. Pepe became entitled to severance compensation, as per his employment agreement from the Catholic Medical Center (a related organization). Dr. Pepe received severance compensation of $733,333 during calendar year 2022, after his formal retirement in June, 2021. This severance was included in his 2022 Form W-2 wages, and is also included in the amount of compensation reported on this Schedule J, Part II, Column B(iii). Schedule J, Page 1, Line 4b, supplemental non-qualified retirement plans: The following individuals take part in a section 457(f) forfeitable nonqualified deferred compensation plan. The amounts listed represent calendar year 2022 contributions for many years of service, and are included in the total deferred compensation reported on this Schedule J, Part II, Column C. - Edward Dudley, III: $211,145 - Alexander Walker, Jr., Esq.: $280,646

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 August 2024
IRS schema version
2022v5.0
Source object
202412279349300906

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