Skip to content
Nonprofiteer
← PENN STATE HEALTH

Form 990 for tax year 2022

Filed by PENN STATE HEALTH.

Totals

Total revenue
$601,230,428
Total expenses
$881,341,749
Contributions and grants received
$8,981,225
Grants paid
$407,280
Program services expenses (Part IX)
$712,327,611
Management and general expenses
$169,014,138
Fundraising expenses
$0
Program service expenses (Part III)
$712,327,611

Program services were 80.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEPHEN MASSINI

    DIRECTOR/PRESIDENT/CEO

    Total calculated
    $1,661,502
    From this org
    $1,599,857
    From related orgs
    $0
    Other
    $61,645
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,319,391
    Bonus
    $75,000
    Other
    $205,466
    Deferred
    $38,400
    Nontaxable benefits
    $23,245
    Filer's total
    $1,661,502

  • NEELI BENDAPUDI

    DIRECTOR (PSU EMP)

    Total calculated
    $1,281,582
    From this org
    $0
    From related orgs
    $1,239,729
    Other
    $41,853
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $778,112 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $361,617 related
    Deferred
    $0 + $28,335 related
    Nontaxable benefits
    $0 + $13,518 related
    Filer's total
    $0 + $1,281,582 related

  • KEVIN P BLACK MD

    DIRECTOR / DEAN

    Total calculated
    $1,078,555
    From this org
    $0
    From related orgs
    $1,030,848
    Other
    $47,707
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $945,068 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $10,780 related
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $0 + $9,307 related
    Filer's total
    $0 + $1,078,555 related

  • DR SARA THORNDIKE

    DIRECTOR (PSU EMP)

    Total calculated
    $530,531
    From this org
    $0
    From related orgs
    $481,508
    Other
    $49,023
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $481,508 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $28,335 related
    Nontaxable benefits
    $0 + $20,688 related
    Filer's total
    $0 + $530,531 related

  • KEITH MASSER

    CHAIR / DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER G TOMBROS

    VICE CHAIR / DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY P BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER M CARLINO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARK DAMBLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID C HAN MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN HANLON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID KLEPPINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH RICE-JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BARRY ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM VANKIRK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH ADDO

    COO

    Total calculated
    $969,615
    From this org
    $920,763
    From related orgs
    $0
    Other
    $48,852
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $788,301
    Bonus
    $88,462
    Other
    $44,000
    Deferred
    $39,593
    Nontaxable benefits
    $9,259
    Filer's total
    $969,615

  • PAULA TINCH

    EVP & CFO, TREASURER

    Total calculated
    $928,345
    From this org
    $808,482
    From related orgs
    $0
    Other
    $119,863
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $740,070
    Bonus
    $64,231
    Other
    $4,181
    Deferred
    $102,173
    Nontaxable benefits
    $17,690
    Filer's total
    $928,345

  • NICOLE LEHMAN

    INTERIM SEC. (PSU EMP)

    Total calculated
    $373,998
    From this org
    $0
    From related orgs
    $276,742
    Other
    $97,256
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,742 related
    Bonus
    $0 + $15,000 related
    Other
    $0
    Deferred
    $0 + $70,490 related
    Nontaxable benefits
    $0 + $26,766 related
    Filer's total
    $0 + $373,998 related

  • ROSS DARROW

    VICE PRESIDENT, TREASURER

    Total calculated
    $363,497
    From this org
    $301,878
    From related orgs
    $0
    Other
    $61,619
    Hours/week
    43 + 7 related

    Schedule J breakdown matched by us

    Base
    $262,516
    Bonus
    $25,000
    Other
    $14,362
    Deferred
    $38,400
    Nontaxable benefits
    $23,219
    Filer's total
    $363,497

  • KATHLEEN MILLER

    ASSOC. SECRETARY

    Total calculated
    $110,473
    From this org
    $99,552
    From related orgs
    $0
    Other
    $10,921
    Hours/week
    34 + 6 related

  • THOMAS STOESSEL

    EXEC VP & CHIEF STRATEGY OFFICER

    Total calculated
    $1,180,877
    From this org
    $1,119,232
    From related orgs
    $0
    Other
    $61,645
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $604,667
    Bonus
    $311,731
    Other
    $202,834
    Deferred
    $38,400
    Nontaxable benefits
    $23,245
    Filer's total
    $1,180,877

  • PETER DILLON MD

    CHAIR, DEPARTMENT OF SURGERY

    Total calculated
    $1,074,328
    From this org
    $1,018,570
    From related orgs
    $0
    Other
    $55,758
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $694,569
    Bonus
    $75,000
    Other
    $249,001
    Deferred
    $38,400
    Nontaxable benefits
    $17,358
    Filer's total
    $1,074,328

  • CLETIS EARLE

    SENIOR VP & CIO

    Total calculated
    $676,201
    From this org
    $575,346
    From related orgs
    $0
    Other
    $100,855
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $491,006
    Bonus
    $65,145
    Other
    $19,195
    Deferred
    $77,231
    Nontaxable benefits
    $23,624
    Filer's total
    $676,201

  • JUDITH HLAFCSAK

    CHIEF OF STAFF

    Total calculated
    $641,828
    From this org
    $570,939
    From related orgs
    $0
    Other
    $70,889
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $379,734
    Bonus
    $40,000
    Other
    $151,205
    Deferred
    $61,630
    Nontaxable benefits
    $9,259
    Filer's total
    $641,828

  • KIMBERLY LANSFORD

    CHIEF COMPLIANCE AND BUSINESS RISK

    Total calculated
    $591,308
    From this org
    $535,298
    From related orgs
    $0
    Other
    $56,010
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $458,906
    Bonus
    $4,762
    Other
    $71,630
    Deferred
    $38,400
    Nontaxable benefits
    $17,610
    Filer's total
    $591,308

  • NICK ONYEMEKE MD

    PHYSICIAN

    Total calculated
    $1,004,854
    From this org
    $957,195
    From related orgs
    $0
    Other
    $47,659
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $492,834
    Bonus
    $454,413
    Other
    $9,948
    Deferred
    $38,400
    Nontaxable benefits
    $9,259
    Filer's total
    $1,004,854

  • NAJAMUZ ZAMAN MD

    PHYSICIAN

    Total calculated
    $975,651
    From this org
    $913,816
    From related orgs
    $0
    Other
    $61,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $477,998
    Bonus
    $427,946
    Other
    $7,872
    Deferred
    $38,400
    Nontaxable benefits
    $23,435
    Filer's total
    $975,651

  • LANCE WOOD MD

    PHYSICIAN

    Total calculated
    $971,912
    From this org
    $910,624
    From related orgs
    $0
    Other
    $61,288
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $758,896
    Bonus
    $142,082
    Other
    $9,646
    Deferred
    $38,400
    Nontaxable benefits
    $22,888
    Filer's total
    $971,912

  • BRIAN CALABRESE DO

    PHYSICIAN

    Total calculated
    $969,144
    From this org
    $914,343
    From related orgs
    $0
    Other
    $54,801
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $504,709
    Bonus
    $396,550
    Other
    $13,084
    Deferred
    $38,400
    Nontaxable benefits
    $16,401
    Filer's total
    $969,144

  • PAUL STAGG III MD

    PHYSICIAN

    Total calculated
    $921,731
    From this org
    $865,969
    From related orgs
    $0
    Other
    $55,762
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $519,655
    Bonus
    $343,230
    Other
    $3,084
    Deferred
    $38,400
    Nontaxable benefits
    $17,362
    Filer's total
    $921,731

  • DR ERIC BARRON

    FMR DIRECTOR (PSU EMP) (THRU 5/22)

    Total calculated
    $2,037,749
    From this org
    $0
    From related orgs
    $1,992,994
    Other
    $44,755
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $878,873 related
    Bonus
    $0 + $1,000,000 related
    Other
    $0 + $114,121 related
    Deferred
    $0 + $28,335 related
    Nontaxable benefits
    $0 + $16,420 related
    Filer's total
    $0 + $2,037,749 related

  • ANNEMARIE BOYAN

    FMR SEC/PSH GC (PSU EMP) (THRU 2/22)

    Total calculated
    $154,783
    From this org
    $0
    From related orgs
    $142,089
    Other
    $12,694
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $142,089 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,383 related
    Nontaxable benefits
    $0 + $5,311 related
    Filer's total
    $0 + $154,783 related

  • ALAN BRECHBILL

    FORMER COO (THRU 7/20)

    Total calculated
    $557,247
    From this org
    $557,247
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $557,247
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $557,247

  • MATTHEW A SNYDER

    FMR KE / CHIEF INFO SECURITY

    Total calculated
    $427,222
    From this org
    $365,577
    From related orgs
    $0
    Other
    $61,645
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $323,351
    Bonus
    $40,000
    Other
    $2,226
    Deferred
    $38,400
    Nontaxable benefits
    $23,245
    Filer's total
    $427,222

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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, LINES 4A-B
THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2023: - ALAN BRECHBILL - $557,210 DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2023, AN OFFICER AND KEY EMPLOYEES PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE BELOW LISTED INDIVIDUALS VESTED IN THE PLAN IN A PRIOR YEAR; THEREFORE, CURRENT YEAR CONTRIBUTIONS ARE TAXABLE AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III), OTHER REPORTABLE COMPENSATION. - STEPHEN MASSINI - $165,523 - THOMAS STOESSEL - $155,778 - PETER DILLON - $89,133 - KIMBERLY LANSFORD - $18,156 DURING THE CALENDAR YEAR ENDING WITHIN THIS FISCAL YEAR ENDED JUNE 30, 2023, CERTAIN OFFICERS AND KEY EMPLOYEES PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE BELOW LISTED INDIVIDUALS' CONTRIBUTIONS HAVE NOT YET VESTED; UNVESTED CONTRIBUTIONS ARE REPORTED ON SCHEDULE J, PART II, COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION. - PAULA TINCH - $63,773 - CLETIS EARLE - $38,831 - JUDITH HLAFCSAK - $23,230 - DEBORAH ADDO - $1,193
PART I, LINE 7
BONUSES ARE BASED ON A NUMBER OF VARIABLES INCLUDING BUT NOT LIMITED TO INDIVIDUAL GOAL ACHIEVEMENTS AS WELL AS ORGANIZATION OPERATION ACHIEVEMENTS. THE FINAL DETERMINATION OF THE BONUS AMOUNT IS DETERMINED AND APPROVED BY THE APPLICABLE BOARD AS PART OF THE OVERALL COMPENSATION REVIEW OF THE OFFICERS.

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
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202441319349305259

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

The source document this was parsed from is served over the API, which is where bulk and document access live.