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Nonprofiteer
← JOHN T MATHER MEMORIAL HOSPITAL

Form 990 for tax year 2022

Filed by JOHN T MATHER MEMORIAL HOSPITAL.

Totals

Total revenue
$424,550,338
Total expenses
$406,098,952
Contributions and grants received
$2,429,093
Grants paid
$0
Program service revenue
$419,340,947
Investment income
$1,797,153
Other revenue
$983,145
Total assets, end of year
$378,825,830
Total liabilities, end of year
$140,536,606
Net assets or fund balances, end of year
$238,289,224
Program services expenses (Part IX)
$344,560,201
Management and general expenses
$61,538,751
Fundraising expenses
$0
Program service expenses (Part III)
$344,560,201

Program services were 84.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $16,255

  • 1e · Government grants (contributions)

    $2,084,493

  • 1f · All other contributions, gifts and grants

    $328,345

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $270,068,230 · related or exempt $269,916,332 · unrelated business $151,898

  • 2b · Program service revenue: PHYSICIAN

    total $21,420,119 · related or exempt $21,420,119

  • 2c · Program service revenue: MEDICARE/MEDICAID PAYMENTS

    total $127,852,598 · related or exempt $127,852,598

  • 3 · Investment income

    total $1,765,398 · related or exempt $1,765,398

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $117,785

  • 6c · Rental income or loss

    real property $117,785 · personal property $0

  • 6d · Net rental income or loss

    total $117,785 · excluded $117,785

  • 7a · Gross sales of assets other than inventory

    other assets $31,755

  • 7c · Gain or loss

    other assets $31,755

  • 7d · Net gain or loss

    total $31,755 · excluded $31,755

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $74,160

  • 9b · Gaming: direct expenses

    $31,141

  • 9c · Net income from gaming

    total $43,019 · excluded $43,019

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CAFETERIA REVENUE

    total $480,076 · excluded $480,076

  • 11b · Other revenue: PHARMACY

    total $261,651 · related or exempt $261,651

  • 11c · Other revenue: GIFT SHOP

    total $101,433 · excluded $101,433

  • 11d · All other revenue

    total -$20,819 · related or exempt -$158,133 · unrelated business $39,410 · excluded $97,904

  • 11e · Other revenue, total

    $822,341

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $4,124,892 · program services $1,640,156 · management and general $2,484,736

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $195,604,744 · program services $167,894,527 · management and general $27,710,217

  • 8 · Pension plan contributions

    total $9,514,073 · program services $8,166,268 · management and general $1,347,805

  • 9 · Other employee benefits

    total $22,145,204 · program services $19,008,018 · management and general $3,137,186

  • 10 · Payroll taxes

    total $13,012,660 · program services $11,169,230 · management and general $1,843,430

  • 11a · Fees: management

    total $729,354 · management and general $729,354

  • 11b · Fees: legal

    total $225,848 · management and general $225,848

  • 11c · Fees: accounting

    total $5,000 · management and general $5,000

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $22,034,586 · program services $18,913,071 · management and general $3,121,515

  • 12 · Advertising and promotion

    total $978,947 · program services $840,265 · management and general $138,682

  • 13 · Office expenses

    total $91,395,088 · program services $78,447,663 · management and general $12,947,425

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $6,733,693 · program services $5,779,769 · management and general $953,924

  • 17 · Travel

    total $444,717 · program services $444,717

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $11,677 · program services $11,677

  • 20 · Interest

    total $1,197,545 · management and general $1,197,545

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $15,312,097 · program services $13,142,919 · management and general $2,169,178

  • 23 · Insurance

    total $1,957,279 · program services $1,957,279

  • 24a · Other expenses: BAD DEBT

    total $9,313,471 · program services $9,313,471

  • 24b · Other expenses: PURCHASED SERVICES

    total $5,695,836 · program services $5,695,836

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $466,298 · program services $400,240 · management and general $66,058

  • 24d · Other expenses: CENTRALIZED ADMIN EXPENSE

    total $3,174,479 · management and general $3,174,479

  • 24e · All other expenses

    total $2,021,464 · program services $1,735,095 · management and general $286,369

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $109,147,177 · end of year $110,382,697

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $57,669,130 · end of year $48,755,590

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $8,746,405 · end of year $9,456,778

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,324,772 · end of year $2,600,822

  • 10a · Land, buildings and equipment: cost or other basis

    $180,441,027

  • 10b · Land, buildings and equipment: accumulated depreciation

    $71,501,057

  • 10c · Land, buildings and equipment, net

    beginning of year $111,745,417 · end of year $108,939,970

  • 11 · Investments: publicly traded securities

    beginning of year $59,680,706 · end of year $52,466,714

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $41,301,872 · end of year $46,223,259

  • 17 · Accounts payable and accrued expenses

    beginning of year $43,566,853 · end of year $42,229,408

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $22,006,344 · end of year $19,140,000

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $162,654,094 · end of year $79,167,198

  • 27 · Net assets without donor restrictions

    beginning of year $169,745,004 · end of year $228,578,580

  • 28 · Net assets with donor restrictions

    beginning of year $5,643,184 · end of year $9,710,644

Mission and programs · 2022

Mission

JOHN T. MATHER MEMORIAL HOSPITAL IS A NON-PROFIT COMMUNITY HOSPITAL DEDICATED TO PROVIDING A WIDE SPECTRUM OF HEALTH CARE SERVICES OF THE HIGHEST QUALITY, IN A COST-EFFECTIVE MANNER, TO THE RESIDENTS OF SUFFOLK COUNTY.

Activities or mission (Part I)

John T. Mather Memorial Hospital is an accredited, non-profit community hospital dedicated to providing a wide spectrum of health care services of the highest quality.

  • A member of Northwell Health, Inc, John T. Mather Memorial Hospital, provides quality medical care regardless of race, creed, sex, national origin, handicap, age or ability to pay. Although reimbursement for services is critical to the operation of the Hospital, it is recognized not all individuals possess the ability to purchase essential medical services. In keeping with the Hospital's commitment to serve all members of the community, free and or subsidized care is provided to the indigent, care is provided to persons covered by government programs at below cost and numerous health related education and support services are offered to the community at large.

    Expenses $344,560,201 · Revenue $419,340,947

As filed on the 2022 return.

Listed in Part VII

  • MICHAEL DOWLING

    President & CEO/Northwell

    Total calculated
    $5,268,261
    From this org
    $0
    From related orgs
    $5,200,818
    Other
    $67,443
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $3,964,181 related
    Bonus
    $0 + $1,177,778 related
    Other
    $0 + $58,859 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $33,893 related
    Filer's total
    $0 + $5,268,261 related

  • MARK SOLAZZO

    EVP & COO

    Total calculated
    $3,858,387
    From this org
    $0
    From related orgs
    $3,797,212
    Other
    $61,175
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,956,944 related
    Bonus
    $0 + $795,000 related
    Other
    $0 + $45,268 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $27,625 related
    Filer's total
    $0 + $3,858,387 related

  • JEFFREY KRAUT

    EVP Strategy & Analytics

    Total calculated
    $2,182,144
    From this org
    $0
    From related orgs
    $2,120,360
    Other
    $61,784
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,110,326 related
    Bonus
    $0 + $953,250 related
    Other
    $0 + $56,784 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $28,234 related
    Filer's total
    $0 + $2,182,144 related

  • JOSEPH MOSCOLA

    EVP, Enterprise Management

    Total calculated
    $1,717,685
    From this org
    $0
    From related orgs
    $1,669,901
    Other
    $47,784
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,156,918 related
    Bonus
    $0 + $477,250 related
    Other
    $0 + $35,733 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $14,234 related
    Filer's total
    $0 + $1,717,685 related

  • DAVID BATTINELLI

    EVP & Physician in Chief

    Total calculated
    $1,703,886
    From this org
    $0
    From related orgs
    $1,628,772
    Other
    $75,114
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,323,880 related
    Bonus
    $0 + $283,992 related
    Other
    $0 + $20,900 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $41,564 related
    Filer's total
    $0 + $1,703,886 related

  • MICHELE CUSACK

    EVP & CFO

    Total calculated
    $1,656,861
    From this org
    $0
    From related orgs
    $1,581,808
    Other
    $75,053
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,206,109 related
    Bonus
    $0 + $303,958 related
    Other
    $0 + $71,741 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $41,503 related
    Filer's total
    $0 + $1,656,861 related

  • EUGENE TANGNEY

    SVP & Chf Bus Continuity & Cri

    Total calculated
    $1,491,674
    From this org
    $0
    From related orgs
    $1,416,560
    Other
    $75,114
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,132,246 related
    Bonus
    $0 + $253,958 related
    Other
    $0 + $30,356 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $41,564 related
    Filer's total
    $0 + $1,491,674 related

  • RICHARD MILLER

    EVP & Chf Business Strategy Of

    Total calculated
    $1,455,123
    From this org
    $0
    From related orgs
    $1,395,198
    Other
    $59,925
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,061,917 related
    Bonus
    $0 + $291,500 related
    Other
    $0 + $41,781 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $26,375 related
    Filer's total
    $0 + $1,455,123 related

  • LAURENCE KRAEMER

    EVP, Chf Gen Counsel & Asst Se

    Total calculated
    $1,297,948
    From this org
    $0
    From related orgs
    $1,222,834
    Other
    $75,114
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $941,463 related
    Bonus
    $0 + $209,792 related
    Other
    $0 + $71,579 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $41,564 related
    Filer's total
    $0 + $1,297,948 related

  • KATHLEEN GALLO

    EVP & Chf Learning Officer

    Total calculated
    $1,277,581
    From this org
    $0
    From related orgs
    $1,216,122
    Other
    $61,459
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $761,533 related
    Bonus
    $0 + $412,000 related
    Other
    $0 + $42,589 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $27,909 related
    Filer's total
    $0 + $1,277,581 related

  • DONNA DRUMMOND

    SVP & Chf Expense Officer

    Total calculated
    $1,213,573
    From this org
    $0
    From related orgs
    $1,150,407
    Other
    $63,166
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $888,237 related
    Bonus
    $0 + $223,750 related
    Other
    $0 + $38,420 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $29,616 related
    Filer's total
    $0 + $1,213,573 related

  • KONSTANTINE COSTALAS

    SVP, Managed Care

    Total calculated
    $1,191,443
    From this org
    $0
    From related orgs
    $1,116,391
    Other
    $75,052
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $816,583 related
    Bonus
    $0 + $287,396 related
    Other
    $0 + $12,412 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $41,502 related
    Filer's total
    $0 + $1,191,443 related

  • RALPH NAPPI

    EVC

    Total calculated
    $1,067,794
    From this org
    $0
    From related orgs
    $1,006,335
    Other
    $61,459
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $787,287 related
    Bonus
    $0 + $181,967 related
    Other
    $0 + $37,081 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $27,909 related
    Filer's total
    $0 + $1,067,794 related

  • MARK GLOADE

    SVP, Dep Gen Counsel & Asst Se

    Total calculated
    $949,571
    From this org
    $0
    From related orgs
    $874,457
    Other
    $75,114
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $689,566 related
    Bonus
    $0 + $152,375 related
    Other
    $0 + $32,516 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $41,564 related
    Filer's total
    $0 + $949,571 related

  • KEVIN MCGEACHY

    Executive Director

    Total calculated
    $896,295
    From this org
    $0
    From related orgs
    $821,243
    Other
    $75,052
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $637,653 related
    Bonus
    $0 + $145,573 related
    Other
    $0 + $38,017 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $41,502 related
    Filer's total
    $0 + $896,295 related

  • KENNETH D ROBERTS

    President & CEO

    Total calculated
    $788,750
    From this org
    $755,681
    From related orgs
    $0
    Other
    $33,069
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $406,680
    Bonus
    $0
    Other
    $349,001
    Deferred
    $19,500
    Nontaxable benefits
    $13,569
    Filer's total
    $788,750

  • MOHAMMAD BILAL

    Physician, Dir Interventional

    Total calculated
    $715,010
    From this org
    $660,652
    From related orgs
    $0
    Other
    $54,358
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $639,410
    Bonus
    $0
    Other
    $21,242
    Deferred
    $21,350
    Nontaxable benefits
    $33,008
    Filer's total
    $715,010

  • JOAN C FARO

    Chief Medical Officer

    Total calculated
    $701,454
    From this org
    $645,729
    From related orgs
    $0
    Other
    $55,725
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $634,605
    Bonus
    $0
    Other
    $11,124
    Deferred
    $42,836
    Nontaxable benefits
    $12,889
    Filer's total
    $701,454

  • JOSEPH WISNOSKI

    Sr VP & CFO

    Total calculated
    $657,695
    From this org
    $595,067
    From related orgs
    $0
    Other
    $62,628
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $586,450
    Bonus
    $0
    Other
    $8,617
    Deferred
    $40,200
    Nontaxable benefits
    $22,428
    Filer's total
    $657,695

  • KENNY LIEN

    Physician, Radiology

    Total calculated
    $618,941
    From this org
    $575,163
    From related orgs
    $0
    Other
    $43,778
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $574,353
    Bonus
    $0
    Other
    $810
    Deferred
    $21,350
    Nontaxable benefits
    $22,428
    Filer's total
    $618,941

  • MICHELLE P PRICE

    Physician, Radiology

    Total calculated
    $617,282
    From this org
    $571,568
    From related orgs
    $0
    Other
    $45,714
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $570,326
    Bonus
    $0
    Other
    $1,242
    Deferred
    $24,400
    Nontaxable benefits
    $21,314
    Filer's total
    $617,282

  • SYED HUSSAINI

    Physician, Psych

    Total calculated
    $553,484
    From this org
    $516,135
    From related orgs
    $0
    Other
    $37,349
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $512,935
    Bonus
    $0
    Other
    $3,200
    Deferred
    $21,350
    Nontaxable benefits
    $15,999
    Filer's total
    $553,484

  • JOSEPH NG

    Associate Medical Director

    Total calculated
    $548,193
    From this org
    $504,415
    From related orgs
    $0
    Other
    $43,778
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $503,632
    Bonus
    $0
    Other
    $783
    Deferred
    $21,350
    Nontaxable benefits
    $22,428
    Filer's total
    $548,193

  • MUBDIUL ALI

    Physician, Critical Care

    Total calculated
    $532,915
    From this org
    $517,575
    From related orgs
    $0
    Other
    $15,340
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $517,257
    Bonus
    $0
    Other
    $318
    Deferred
    $15,250
    Nontaxable benefits
    $90
    Filer's total
    $532,915

  • MARITZA GROTH

    Physician, Medical Director

    Total calculated
    $506,340
    From this org
    $431,482
    From related orgs
    $0
    Other
    $74,858
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $428,710
    Bonus
    $0
    Other
    $2,772
    Deferred
    $41,850
    Nontaxable benefits
    $33,008
    Filer's total
    $506,340

  • HARRY GINDI

    Assistant Secretary

    Total calculated
    $465,497
    From this org
    $0
    From related orgs
    $404,079
    Other
    $61,418
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $350,615 related
    Bonus
    $0 + $47,084 related
    Other
    $0 + $6,380 related
    Deferred
    $0 + $33,550 related
    Nontaxable benefits
    $0 + $27,868 related
    Filer's total
    $0 + $465,497 related

  • MARIE E MULLIGAN

    Chief Nursing Officer

    Total calculated
    $453,099
    From this org
    $385,991
    From related orgs
    $0
    Other
    $67,108
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $382,427
    Bonus
    $0
    Other
    $3,564
    Deferred
    $34,100
    Nontaxable benefits
    $33,008
    Filer's total
    $453,099

  • WAYNE S SHATTES

    Vice President-Administration

    Total calculated
    $416,542
    From this org
    $333,534
    From related orgs
    $0
    Other
    $83,008
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $326,676
    Bonus
    $0
    Other
    $6,858
    Deferred
    $50,000
    Nontaxable benefits
    $33,008
    Filer's total
    $416,542

  • MARK CLASTER

    Immediate Past Chairman

    Total calculated
    $324,000
    From this org
    $0
    From related orgs
    $324,000
    Other
    $0
    Hours/week
    0 + 2 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $324,000 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $324,000 related

  • MICHAEL BURGHARDT

    Vice President Administration

    Total calculated
    $319,866
    From this org
    $266,756
    From related orgs
    $0
    Other
    $53,110
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $266,231
    Bonus
    $0
    Other
    $525
    Deferred
    $20,102
    Nontaxable benefits
    $33,008
    Filer's total
    $319,866

  • CHRISTINE RUGGIERO

    President, Medical Staff

    Total calculated
    $40,000
    From this org
    $40,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

  • JOHN YU

    Vice President, Medical Board

    Total calculated
    $10,000
    From this org
    $10,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

  • MICHAEL EPSTEIN

    Chairman

    Total calculated
    $0
    Hours/week
    0 + 3 related

  • MARGARET CROTTY

    Chair - Elect

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • RICHARD GOLDSTEIN

    Vice Chairman

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • WILLIAM MACK

    Vice Chairman

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • BARRY RUBENSTEIN

    Vice Chairman

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • ROBERT ROSENTHAL

    Treasurer

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • DONALD ZUCKER

    Secretary

    Total calculated
    $0
    Hours/week
    0 + 2 related

  • NON COMPENSATED TRUSTEES

    SEE SCHEDULE O

    Total calculated
    $0
    Hours/week
    0 + 2 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

  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part 1, Line 1a - Relevant Information Regarding Compensation Benefits
Travel for companions Administrative approval Board member's spouse, relative or significant other, may be reimbursed subject to the following; the nature of the conference, workshop or seminar contains a critical social element in the judgement of the President or the Chairman of the Board and warrants their attendance. The reimbursement is a non-taxable transaction and considered de minimis in the opinion of legal counsel.
PART I, LINE 7 - BONUS AND INCENTIVE COMPENSATION
On Form 990, Part VII, Section A, line 1A, the organization may provide non-fixed payments, not described on lines 5 and 6, to certain listed persons. The organization bases such payments on many performance based factors. Payments of this type appear on Schedule J, Part II, B (II).
PART II, LINE 2(i), COLUMN (iii)
Kenneth D. Roberts other reportable compensation, $349,001, includes the proceeds of a Supplemental Executive Retirement Plan ("SERP") in the amount of $343,439 which was paid out of a legacy KEYSOP plan set up to fund the SERP.

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
6 November 2023
IRS schema version
2022v5.0
Source object
202323179349303222

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