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Nonprofiteer
← SAMARITAN HOSPITAL AND THE EDDY

Form 990 for tax year 2023

Filed by SAMARITAN HOSPITAL AND THE EDDY.

Totals

Total revenue
$7,258,218
Total expenses
$8,054,266
Contributions and grants received
$6,352,007
Grants paid
$7,044,644
Program services expenses (Part IX)
$7,044,644
Management and general expenses
$0
Fundraising expenses
$1,009,622
Program service expenses (Part III)
$7,044,644

Program services were 87.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT BENTON MD

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN RETZLAFF

    DIRECTOR & VICE CHAIR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    1

  • MARK RYAN

    DIRECTOR; TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH CELESTE

    DIRECTOR; SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • SUSAN BIRKHEAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MOSHE BONDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ROBERT BRISTOL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • NANCY CLEMENTE

    DIRECTOR; SAMARITAN OCCUP THERAPY

    Total calculated
    $15,625
    From this org
    $0
    From related orgs
    $15,625
    Other
    $0
    Hours/week
    0.5 + 5 related

  • JAMES CONROY

    DIRECTOR THROUGH 12/23

    Total calculated
    $0
    Hours/week
    0.5

  • DIANE CONROY-LACIVITA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CAROL CRUCETTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DIANNE DECURTIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • NANCY DORAN-HITE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • THOMAS FARNAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KHRISTOPHER FITZGERALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ROBERTA HAYWARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • STEVEN HUNT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • REV EDWARD KACERGUIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LAWRENCE KAUFMAN MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JINAH KIM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • GWEN KRAUSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MAYOR PATRICK MADDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES MCPARTLON III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES REEKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • RICHARD ROWLANDS ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • PETER SEMENZA

    DIRECTOR; SPHP VP, PHILANTHROPY

    Total calculated
    $499,140
    From this org
    $0
    From related orgs
    $436,818
    Other
    $62,322
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,182 related
    Bonus
    $0 + $72,450 related
    Other
    $0 + $11,186 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $37,572 related
    Filer's total
    $0 + $499,140 related

  • JOHN SHARTRAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • STEVEN HANKS MD

    PRESIDENT & CEO-NY REGION

    Total calculated
    $1,589,245
    From this org
    $0
    From related orgs
    $1,328,086
    Other
    $261,159
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $786,092 related
    Bonus
    $0 + $455,500 related
    Other
    $0 + $86,494 related
    Deferred
    $0 + $220,151 related
    Nontaxable benefits
    $0 + $41,008 related
    Filer's total
    $0 + $1,589,245 related

  • THOMAS ROBERT

    VP, CFO & TREASURER - NY REGION

    Total calculated
    $832,013
    From this org
    $0
    From related orgs
    $767,874
    Other
    $64,139
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,216 related
    Bonus
    $0 + $147,500 related
    Other
    $0 + $74,158 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $39,389 related
    Filer's total
    $0 + $832,013 related

  • KATHLEEN ZIOBROWSKI

    DIRECTOR OF PLANNED GIVING

    Total calculated
    $129,337
    From this org
    $120,189
    From related orgs
    $0
    Other
    $9,148
    Hours/week
    30 + 10 related

  • JAMES REED MD

    FORMER OFFICER

    Total calculated
    $216,129
    From this org
    $0
    From related orgs
    $203,743
    Other
    $12,386
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $14,343 related
    Bonus
    $0
    Other
    $0 + $189,400 related
    Deferred
    $0 + $431 related
    Nontaxable benefits
    $0 + $11,955 related
    Filer's total
    $0 + $216,129 related

  • DENISE MORMINO

    FORMER OFF; NY REGIONAL CONTROLLER

    Total calculated
    $381,264
    From this org
    $0
    From related orgs
    $324,970
    Other
    $56,294
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,333 related
    Bonus
    $0 + $26,867 related
    Other
    $0 + $54,770 related
    Deferred
    $0 + $24,339 related
    Nontaxable benefits
    $0 + $31,955 related
    Filer's total
    $0 + $381,264 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 — 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
SAMARITAN HOSPITAL AND THE EDDY FOUNDATION IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. SAMARITAN HOSPITAL AND THE EDDY FOUNDATION'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF SAMARITAN HOSPITAL AND THE EDDY FOUNDATION'S CEO: - 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
PART I, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: STEVEN HANKS, MD - $57,570 JAMES REED, MD - $187,775 THOMAS ROBERT - $57,471 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUAL FOR 2023 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: STEVEN HANKS, MD - $205,301 THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). THE FOLLOWING PAYOUT FOR 2023 FOR THIS PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: PETER SEMENZA - $3,610

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

The 10 largest by cash amount. The API serves every itemized grant.

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
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202531349349309738

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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