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Nonprofiteer
← AFFILIA HOME HEALTH

Form 990 for tax year 2022

Filed by AFFILIA HOME HEALTH.

Totals

Total revenue
$10,446,214
Total expenses
$11,775,677
Contributions and grants received
$1,032
Grants paid
$0
Program services expenses (Part IX)
$8,554,272
Management and general expenses
$3,221,405
Fundraising expenses
$0
Program service expenses (Part III)
$8,554,272

Program services were 72.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KEITH KASPER

    TRUSTEE/CHAIRPERSON

    Total calculated
    $1,927,034
    From this org
    $0
    From related orgs
    $1,716,990
    Other
    $210,044
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $983,067 related
    Bonus
    $0 + $422,785 related
    Other
    $0 + $311,138 related
    Deferred
    $0 + $185,400 related
    Nontaxable benefits
    $0 + $24,644 related
    Filer's total
    $0 + $1,927,034 related

  • JOAN DOYLE

    TRUSTEE

    Total calculated
    $660,447
    From this org
    $0
    From related orgs
    $589,127
    Other
    $71,320
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $356,586 related
    Bonus
    $0 + $155,875 related
    Other
    $0 + $76,666 related
    Deferred
    $0 + $53,100 related
    Nontaxable benefits
    $0 + $18,220 related
    Filer's total
    $0 + $660,447 related

  • MARGARET F COSTELLA ESQ

    FORMER OFFICER

    Total calculated
    $576,465
    From this org
    $0
    From related orgs
    $450,709
    Other
    $125,756
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,747 related
    Bonus
    $0 + $89,408 related
    Other
    $0 + $7,554 related
    Deferred
    $0 + $120,583 related
    Nontaxable benefits
    $0 + $5,173 related
    Filer's total
    $0 + $576,465 related

  • TAMMY L OBER

    FORMER OFFICER

    Total calculated
    $463,278
    From this org
    $0
    From related orgs
    $365,602
    Other
    $97,676
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $294,345 related
    Bonus
    $0 + $64,050 related
    Other
    $0 + $7,207 related
    Deferred
    $0 + $60,989 related
    Nontaxable benefits
    $0 + $36,687 related
    Filer's total
    $0 + $463,278 related

  • SANDRA JOST

    TRUSTEE

    Total calculated
    $383,296
    From this org
    $0
    From related orgs
    $379,214
    Other
    $4,082
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,228 related
    Bonus
    $0 + $74,654 related
    Other
    $0 + $1,332 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $4,082 related
    Filer's total
    $0 + $383,296 related

  • DAVID ALEXANDER

    TRUSTEE, CFO PMAH

    Total calculated
    $359,675
    From this org
    $0
    From related orgs
    $332,907
    Other
    $26,768
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $269,177 related
    Bonus
    $0 + $62,561 related
    Other
    $0 + $1,169 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $26,768 related
    Filer's total
    $0 + $359,675 related

  • SARAH JOHNSON

    TRUSTEE

    Total calculated
    $328,324
    From this org
    $0
    From related orgs
    $302,626
    Other
    $25,698
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $241,935 related
    Bonus
    $0 + $60,333 related
    Other
    $0 + $358 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $25,698 related
    Filer's total
    $0 + $328,324 related

  • DOUGLAS W RINEHART

    FORMER OFFICER

    Total calculated
    $317,913
    From this org
    $0
    From related orgs
    $282,463
    Other
    $35,450
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,264 related
    Bonus
    $0 + $37,176 related
    Other
    $0 + $15,023 related
    Deferred
    $0 + $14,039 related
    Nontaxable benefits
    $0 + $21,411 related
    Filer's total
    $0 + $317,913 related

  • KRISTINA ARMITAGE BURKE

    AGENCY DIRECTOR-HOME HEALTH

    Total calculated
    $219,450
    From this org
    $184,755
    From related orgs
    $0
    Other
    $34,695
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $158,879
    Bonus
    $8,451
    Other
    $17,425
    Deferred
    $9,372
    Nontaxable benefits
    $25,323
    Filer's total
    $219,450

  • KATHRYN WEINRICH

    FORMER OFFICER

    Total calculated
    $215,255
    From this org
    $0
    From related orgs
    $192,931
    Other
    $22,324
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,371 related
    Bonus
    $0 + $1,000 related
    Other
    $0 + $2,560 related
    Deferred
    $0 + $9,770 related
    Nontaxable benefits
    $0 + $12,554 related
    Filer's total
    $0 + $215,255 related

  • CHARMAINE S ROCHESTER

    FORMER OFFICER

    Total calculated
    $212,457
    From this org
    $0
    From related orgs
    $165,812
    Other
    $46,645
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,989 related
    Bonus
    $0
    Other
    $0 + $7,823 related
    Deferred
    $0 + $38,762 related
    Nontaxable benefits
    $0 + $7,883 related
    Filer's total
    $0 + $212,457 related

  • AMANDA J SHAW

    OFFICER

    Total calculated
    $157,014
    From this org
    $0
    From related orgs
    $125,282
    Other
    $31,732
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $123,921 related
    Bonus
    $0 + $1,000 related
    Other
    $0 + $361 related
    Deferred
    $0 + $6,614 related
    Nontaxable benefits
    $0 + $25,118 related
    Filer's total
    $0 + $157,014 related

  • DANIEL S BURKHART

    PHYSICAL THERAPIST

    Total calculated
    $141,214
    From this org
    $105,923
    From related orgs
    $0
    Other
    $35,291
    Hours/week
    55

  • RACHEL HERTZOG

    HOME CARE RN

    Total calculated
    $131,220
    From this org
    $105,794
    From related orgs
    $0
    Other
    $25,426
    Hours/week
    55

  • KENNETH W FOX

    PHYSICAL THERAPIST

    Total calculated
    $124,206
    From this org
    $117,791
    From related orgs
    $0
    Other
    $6,415
    Hours/week
    55

  • ANDREA WOLF

    PHYSICAL THERAPIST

    Total calculated
    $124,147
    From this org
    $97,460
    From related orgs
    $0
    Other
    $26,687
    Hours/week
    55

  • CARLA CHERRY

    DIRECTOR QUALITY, COMPLIANCE

    Total calculated
    $116,725
    From this org
    $102,213
    From related orgs
    $0
    Other
    $14,512
    Hours/week
    55

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 survey or study
  • 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)

SCHEDULE J, PART I, LINE 3
COMPENSATION AFFILIA HOME HEALTH FOLLOWS THE COMPENSATION PROCESS OF LANCASTER GENERAL HEALTH, THE MANAGING MEMBER. MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION AND TOTAL COMPENSATION IS PROVIDED BY AN INDEPENDENT THIRD PARTY TO THE COMPENSATION DEPARTMENT AND REFLECTS A MARKET BASKET OF SIMILARLY SIZED ORGANIZATIONS WITH COMPARABLE POSITIONS. ------------------------------
SCHEDULE J, PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE LANCASTER GENERAL HEALTH SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: COSTELLA, MARGARET F. NO DISTRIBUTION OBER, TAMMY L. NO DISTRIBUTION ------------------------------
SCHEDULE J, PART I, LINE 7
NON-FIXED PAYMENTS AFFILIA HOME HEALTH PARTICIPATES IN THE LANCASTER GENERAL HEALTH ANNUAL INCENTIVE PLAN (THE PLAN). THE PURPOSE OF THE PLAN IS TO REINFORCE STRATEGIC PERFORMANCE PRIORITIES FOR SENIOR MANAGEMENT AND MANAGEMENT EMPLOYEES AND TO ENCOURAGE THE HIGHEST LEVEL OF PERFORMANCE IN THE DELIVERY OF HEALTH CARE SERVICES. AS A REWARD FOR EMPLOYEES' CONTRIBUTIONS TO LANCASTER GENERAL HEALTH'S SUCCESS, THE PLAN PROVIDES THE OPPORTUNITY TO EARN MEANINGFUL INCENTIVE COMPENSATION BASED ON THE PERFORMANCE OF LANCASTER GENERAL HEALTH AND THE INDIVIDUAL PARTICIPANTS. SPECIFICALLY, THE PLAN IS DESIGNED TO: *FOCUS PARTICIPANTS ON THE ACHIEVEMENT OF ORGANIZATION GOALS RELATED TO PEOPLE, SERVICE, QUALITY/SAFETY, FINANCIAL AND GROWTH; *PROMOTE AND FOSTER A TEAM ORIENTED CULTURE;*STRENGTHEN LANCASTER GENERAL HEALTH'S ABILITY TO ATTRACT AND RETAIN SUPERIOR TALENT, RECOGNIZE AND REWARD ACCOMPLISHMENTS THAT CLEARLY ADVANCE THE ORGANIZATION'S MISSION, AND DRIVE STRATEGIES; *PROVIDE INCENTIVE AWARDS THAT CAN BE ADJUSTED ANNUALLY FOR DIFFERENT BUSINESS CONDITIONS AND BUSINESS PLAN PRIORITIES WITHOUT CHANGING BASIC DESIGN FEATURES OF THE PLAN; AND *PROVIDE ANNUAL INCENTIVE OPPORTUNITIES WITH DUE CONSIDERATION TO THE REQUIREMENTS OF THE INTERMEDIATE SANCTIONS LAW AND THE REGULATIONS THERE UNDER. ------------------------------
SCHEDULE J, PART 1, LINE 4A
SEVERANCE AND CHANGE OF CONTROL PAYMENTS NO INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2023 CALENDAR YEAR. ------------------------------

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.

Provenance

Return type
form_990
Tax year
2022
Filed
3 May 2024
IRS schema version
2022v5.0
Source object
202431349349302563

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

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