Form 990 for tax year 2022
Filed by PORTSMOUTH HOSPITAL CORPORATION.
Totals
- Total revenue
- $28,703,872
- Total expenses
- $20,919,363
- Contributions and grants received
- $5,376
- Grants paid
- $2,590
- Program services expenses (Part IX)
- $18,715,781
- Management and general expenses
- $2,203,582
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $18,715,781
Program services were 89.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DAVID JONES
BOARD CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.25 + 6.25 related
-
DR MARK NEWMAN
BOARD VICE-CHAIRMAN (UNTIL 12/31/22)
- Total calculated
- $0
- Hours/week
- 0.25 + 5.75 related
-
PENNY COX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.25 related
-
GINA DUGAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.25 related
-
ROBERT DIPAOLA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.25 related
-
JOHN STEWART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.75 related
-
TOM BURNETTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.75 related
-
STEPHEN ADDINGTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.5 related
-
ERIC MONDAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.25 related
-
CRAIG COLLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.25 related
-
MARK BIRDWHISTELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 2.25 related
-
KRISTIE WHITLATCH
PRESIDENT/CEO (10/1/22-12/31/22)
- Total calculated
- $0
- Hours/week
- 1.25 + 60.75 related
-
SARA MARKS
PRESIDENT/CEO (BEG. 1/1/23)
- Total calculated
- $1,987,783
- From this org
- $0
- From related orgs
- $1,844,834
- Other
- $142,949
- Hours/week
- 1.25 + 60.25 related
Schedule J breakdown matched by us
- Base
- $0 + $464,919 related
- Bonus
- $0 + $133,500 related
- Other
- $0 + $1,246,415 related
- Deferred
- $0 + $113,725 related
- Nontaxable benefits
- $0 + $29,224 related
- Filer's total
- $0 + $1,987,783 related
-
AUTUMN MCFANN
TREASURER, SR VP/CFO/CAO
- Total calculated
- $2,028,936
- From this org
- $0
- From related orgs
- $1,897,128
- Other
- $131,808
- Hours/week
- 1.25 + 60.25 related
Schedule J breakdown matched by us
- Base
- $0 + $480,101 related
- Bonus
- $0 + $138,000 related
- Other
- $0 + $1,279,027 related
- Deferred
- $0 + $113,725 related
- Nontaxable benefits
- $0 + $18,083 related
- Filer's total
- $0 + $2,028,936 related
-
SHERYL MAHANEY UNTIL 113022
SECRETARY, VP/CHIEF LEGAL OFFICER
- Total calculated
- $1,526,527
- From this org
- $0
- From related orgs
- $1,518,132
- Other
- $8,395
- Hours/week
- 1.25 + 60.75 related
Schedule J breakdown matched by us
- Base
- $0 + $307,303 related
- Bonus
- $0
- Other
- $0 + $1,210,829 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $8,395 related
- Filer's total
- $0 + $1,526,527 related
-
STEVEN CLIFTON
SECRETARY (BEG. 12/1/22)
- Total calculated
- $0
- Hours/week
- 0.25 + 5.75 related
-
AMY SAUNDERS
ASSISTANT SECRETARY (BEG. 12/1/22)
- Total calculated
- $240,339
- From this org
- $0
- From related orgs
- $227,968
- Other
- $12,371
- Hours/week
- 0.25 + 45.75 related
Schedule J breakdown matched by us
- Base
- $0 + $190,304 related
- Bonus
- $0 + $37,219 related
- Other
- $0 + $445 related
- Deferred
- $0 + $10,268 related
- Nontaxable benefits
- $0 + $2,103 related
- Filer's total
- $0 + $240,339 related
-
TAMALA CONLEY
EXECUTIVE DIRECTOR PHC
- Total calculated
- $237,056
- From this org
- $0
- From related orgs
- $197,260
- Other
- $39,796
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $157,493 related
- Bonus
- $0 + $38,384 related
- Other
- $0 + $1,383 related
- Deferred
- $0 + $9,053 related
- Nontaxable benefits
- $0 + $30,743 related
- Filer's total
- $0 + $237,056 related
-
ROY ADAMS
PHC MEDICAL DIRECTOR
- Total calculated
- $182,643
- From this org
- $3,219
- From related orgs
- $154,470
- Other
- $24,954
- Hours/week
- 0.5 + 40 related
Schedule J breakdown matched by us
- Base
- $3,219 + $153,676 related
- Bonus
- $0
- Other
- $0 + $794 related
- Deferred
- $0 + $7,006 related
- Nontaxable benefits
- $0 + $17,948 related
- Filer's total
- $3,219 + $179,424 related
-
ELIZABETH HUFFMAN
RN
- Total calculated
- $149,251
- From this org
- $79,333
- From related orgs
- $47,951
- Other
- $21,967
- Hours/week
- 25 + 15 related
-
JAMES WHALEY
APRN
- Total calculated
- $153,690
- From this org
- $34,434
- From related orgs
- $96,900
- Other
- $22,356
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $34,427 + $95,513 related
- Bonus
- $0 + $1,371 related
- Other
- $7 + $16 related
- Deferred
- $5,957
- Nontaxable benefits
- $16,399
- Filer's total
- $56,790 + $96,900 related
-
JAMES NEAL
CNO
- Total calculated
- $173,951
- From this org
- $139,156
- From related orgs
- $0
- Other
- $34,795
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $126,129
- Bonus
- $12,677
- Other
- $350
- Deferred
- $6,343
- Nontaxable benefits
- $28,452
- Filer's total
- $173,951
-
CRAIG HAZELBAKER
PHARMACY SUPERVISOR
- Total calculated
- $188,608
- From this org
- $163,377
- From related orgs
- $0
- Other
- $25,231
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,864
- Bonus
- $7,804
- Other
- $709
- Deferred
- $7,427
- Nontaxable benefits
- $17,804
- Filer's total
- $188,608
-
MELISSA WATSON
PHARMACIST
- Total calculated
- $195,437
- From this org
- $171,285
- From related orgs
- $0
- Other
- $24,152
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $168,551
- Bonus
- $2,615
- Other
- $119
- Deferred
- $7,753
- Nontaxable benefits
- $16,399
- Filer's total
- $195,437
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
- 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)
- PART I, LINE 3
- COMPENSATION FOR THE CEO IS DETERMINED BY ASHLAND HOSPITAL CORPORATION (RELATED ORGANIZATION) USING THE FOLLOWING METHODS: INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE.
- PART I, LINES 4A-B
- THE FOLLOWING INDIVIDUALS RECEIVED CHANGE IN CONTROL PAYMENTS: - SHERYL MAHANEY: $1,209,162 - SARA MARKS: $1,175,614 - AUTUMN MCFANN: $1,208,771 THESE WERE PAID AS A RESULT OF THE 12/1/22 MEMBER SUBSTITUTION WITH THE UNIVERSITY OF KENTUCKY. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: - AUTUMN MCFANN: $18,996 - SARA MARKS $19,541 THE CEO AND CERTAIN VICE PRESIDENTS, WHOSE BENEFIT IN THE QUALIFIED TAX SHELTERED ANNUITY PLAN IS LIMITED DUE TO THE IRS COMPENSATION AND BENEFIT LIMITS, RECEIVE A BENEFIT RESTORATION CONTRIBUTION UNDER THE DEFERRED ANNUITY PLAN THAT IS PAID AS A TAXABLE DISTRIBUTION TO THE PARTICIPANT ANNUALLY. THE FOLLOWING INDIVIDUALS RECEIVED 457(F) EXECUTIVE RETENTION PLAN PAYOUTS: - AUTUMN MCFANN: $50,000 - SARA MARKS: $50,000
- PART I, LINE 7
- NONFIXED PAYMENTS ARE MADE AS A PART OF THE MEDICAL CENTER'S TEAM INCENTIVE AWARD (TIA) PLAN. ALL TEAM MEMBERS ARE ELIGIBLE FOR THE TIA. THE TIA IS PAID OUT BASED UPON SUCCESSFUL COMPLETION OF BOTH QUANTITATIVE AND QUALITATIVE STRATEGIC GOALS, SET ANNUALLY BY THE MEDICAL CENTER LEADERSHIP TEAM AND APPROVED BY THE BOARD OF DIRECTORS.
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.
-
ASHLAND NURSING HOME CORPORATION
501(C)(3) · NURSING HOME · KY
Directly controlled by ASHLAND HOSPITAL COPORATION
-
CHILD DEVELOPMENT CENTER CORPORATION
501(C)(3) · CHILD CARE · KY
Directly controlled by ASHLAND HOSPITAL COPORATION
-
501(C)(3) · PHYSICIANS · KY
Directly controlled by ASHLAND HOSPITAL COPORATION
-
501(C)(3) · MEDICAL RESEARCH · KY
Directly controlled by ASHLAND HOSPITAL COPORATION
-
KENTUCKY MEDICAL LOGISTICS INC
501(C)(3) · MEDICAL TRANSPORT · KY
Directly controlled by ASHLAND HOSPITAL COPORATION
-
KING'S DAUGHTERS HEALTH SYSTEM
501(C)(3) · HEALTHCARE · KY
-
KING'S DAUGHTERS MEDICAL SPECIALTIES INC
501(C)(3) · PHYSICIANS · KY
Directly controlled by ASHLAND HOSPITAL COPORATION
-
501(C)(3) · HEALTHCARE · KY
Directly controlled by ROYAL BLUE HEALTH LLC
-
501(C)(3) · HEALTHCARE · KY
-
KING'S DAUGHTERS HEALTH FOUNDATION INC
501(C)(3) · FUNDRAISING · KY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421369349304872
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