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Nonprofiteer
← HENRY FORD SEMI MEDICAL GROUP

Form 990 for tax year 2022

Filed by HENRY FORD SEMI MEDICAL GROUP.

Totals

Total revenue
$73,425,585
Total expenses
$134,979,282
Contributions and grants received
$234,021
Grants paid
$32,890
Program service revenue
$72,972,168
Investment income
$0
Other revenue
$219,396
Total assets, end of year
$119,378,989
Total liabilities, end of year
$134,063,488
Net assets or fund balances, end of year
-$14,684,499
Program services expenses (Part IX)
$69,922,433
Management and general expenses
$65,056,849
Fundraising expenses
$0
Program service expenses (Part III)
$69,922,433

Program services were 51.8% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $234,021

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $0

  • 2a · Program service revenue: Net Patient Service Revenue

    total $44,378,961 · related or exempt $44,378,961

  • 2b · Program service revenue: Services to Affiliates

    total $23,092,783 · related or exempt $23,092,783

  • 2c · Program service revenue: Management Incentive Fees

    total $4,846,507 · related or exempt $4,846,507

  • 2d · Program service revenue: Clinic Revenue

    total $1,731,447 · related or exempt $1,731,447

  • 2e · Program service revenue: Interest Income from Patient Accounts

    total $2,301 · related or exempt $2,301

  • 2f · All other program service revenue

    total -$1,079,831 · related or exempt -$1,079,831 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $0 · excluded $0

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

    total $0 · excluded $0

  • 5 · Royalties

    total $0 · excluded $0

  • 6a · Gross rents

    real property $182,012 · personal property $0

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $182,012 · personal property $0

  • 6d · Net rental income or loss

    total $182,012 · excluded $182,012

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $0

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 7d · Net gain or loss

    total $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · excluded $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0 · excluded $0

  • 11a · Other revenue: Escheatment Revenue

    total $19,101 · related or exempt $19,101

  • 11b · Other revenue: Late Penalty Fees

    total $4,855 · excluded $4,855

  • 11d · All other revenue

    total $13,428 · related or exempt $0 · unrelated business $0 · excluded $13,428

  • 11e · Other revenue, total

    $37,384

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $32,890 · program services $32,890

  • 7 · Other salaries and wages

    total $47,956,887 · program services $41,018,311 · management and general $6,938,576

  • 8 · Pension plan contributions

    total $5,276,004 · program services $4,512,653 · management and general $763,351

  • 9 · Other employee benefits

    total $3,186,145 · program services $2,725,162 · management and general $460,983

  • 10 · Payroll taxes

    total $2,904,423 · program services $2,484,201 · management and general $420,222

  • 11a · Fees: management

    total $2,504 · program services $2,504

  • 11b · Fees: legal

    total $118,170 · management and general $118,170

  • 11g · Fees: other

    total $6,625,711 · program services $4,676,605 · management and general $1,949,106 · fundraising $0

  • 12 · Advertising and promotion

    total $22,682 · program services $3,209 · management and general $19,473

  • 13 · Office expenses

    total $443,811 · program services $302,286 · management and general $141,525

  • 14 · Information technology

    total $1,585,011 · management and general $1,585,011

  • 16 · Occupancy

    total $4,690,083 · program services $4,011,505 · management and general $678,578

  • 17 · Travel

    total $132,976 · program services $83,236 · management and general $49,740

  • 19 · Conferences, conventions and meetings

    total $131,623 · program services $59,333 · management and general $72,290

  • 22 · Depreciation, depletion and amortization

    total $1,290,691 · program services $1,103,949 · management and general $186,742

  • 23 · Insurance

    total $4,693,267 · program services $1,254,178 · management and general $3,439,089

  • 24a · Other expenses: Management Fee to Affiliate

    total $22,911,403 · management and general $22,911,403

  • 24b · Other expenses: Purchased Services

    total $15,974,547 · program services $3,152,100 · management and general $12,822,447

  • 24c · Other expenses: Impairment Write Downs

    total $11,892,438 · management and general $11,892,438

  • 24d · Other expenses: Medical Supplies

    total $3,810,697 · program services $3,769,145 · management and general $41,552

  • 24e · All other expenses

    total $1,297,319 · program services $731,166 · management and general $566,153 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,464 · end of year $2,734

  • 2 · Savings and temporary cash investments

    beginning of year $178,901 · end of year $183,084

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $4,604,864 · end of year $4,313,595

  • 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 $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,238,957 · end of year $534,116

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

    $13,522,566

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

    $7,670,309

  • 10c · Land, buildings and equipment, net

    beginning of year $6,651,622 · end of year $5,852,257

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $11,609,259

  • 14 · Intangible assets

    beginning of year $15,773 · end of year $0

  • 15 · Other assets

    beginning of year $43,081,026 · end of year $108,493,203

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,371,596 · end of year $9,620,066

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $2,128,683 · end of year $1,293,225

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 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 $52,620,909 · end of year $123,150,197

  • 27 · Net assets without donor restrictions

    beginning of year -$2,738,322 · end of year -$14,684,499

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

ROOTED IN THE LOVING MINISTRY OF JESUS AS HEALER, WE COMMIT OURSELVES TO SERVING ALL PERSONS WITH SPECIAL ATTENTION TO THOSE WHO ARE POOR AND VULNERABLE. OUR CATHOLIC HEALTH MINISTRY IS DEDICATED TO SPIRITUALLY-CENTERED, HOLISTIC CARE WHICH SUSTAINS AND IMPROVES THE HEALTH OF INDIVIDUALS AND COMMUNITIES. WE ARE ADVOCATES FOR A COMPASSIONATE AND JUST SOCIETY THROUGH OUR ACTIONS AND OUR WORDS.

Activities or mission (Part I)

To improve the health and well-being of all people in the communities we serve.

  • The filing organization is a part of the Ascension Catholic Health Ministry. Ascension is a faith-based healthcare organization that delivers personalized, compassionate care to all, especially to those who need it the most. IN FURTHERANCE OF ITS MISSION AND IN AN EFFORT TO REDUCE THE GOVERNMENT'S FINANCIAL BURDEN, ASCENSION MEDICAL GROUP MICHIGAN PROVIDES ESSENTIAL HEALTH CARE SERVICES, SUCH AS PRIMARY CARE, SPECIALTY CARE AND DIAGNOSTIC IMAGING FACILITIES THAT SERVE LOW-INCOME PATIENTS AS WELL AS COMMUNITY SERVICES. DURING FY 2023, ASCENSION MEDICAL GROUP MICHIGAN HAD A TOTAL OF 110,643 VISITS.

    Expenses $69,922,433 · Grants $32,890 · Revenue $72,991,269

As filed on the 2022 return.

Listed in Part VII

  • CAROL L SCHMIDT

    MINISTRY MARKET EXECUTIVE/PRESIDENT (START 1/2023)

    Total calculated
    $1,585,940
    From this org
    $0
    From related orgs
    $1,547,996
    Other
    $37,944
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $608,724 related
    Bonus
    $0 + $732,000 related
    Other
    $0 + $207,272 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $18,119 related
    Filer's total
    $0 + $1,585,940 related

  • JONATHAN SAMUEL NALLI FACHE

    INTERIM MARKET PRESIDENT (START 8/2022 - END 12/2022)

    Total calculated
    $2,386,194
    From this org
    $0
    From related orgs
    $2,332,003
    Other
    $54,191
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $972,482 related
    Bonus
    $0 + $1,119,600 related
    Other
    $0 + $239,921 related
    Deferred
    $0 + $12,529 related
    Nontaxable benefits
    $0 + $41,662 related
    Filer's total
    $0 + $2,386,194 related

  • JOSEPH G CACCHIONE MD FACC

    INTERIM MARKET PRESIDENT (START 7/2022 - END 8/2022)

    Total calculated
    $3,857,281
    From this org
    $0
    From related orgs
    $3,809,601
    Other
    $47,680
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,053,026 related
    Bonus
    $0 + $2,400,000 related
    Other
    $0 + $356,575 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $30,905 related
    Filer's total
    $0 + $3,857,281 related

  • MICHAEL WIEMANN MD

    EX-OFFICIO/PRESIDENT

    Total calculated
    $826,009
    From this org
    $0
    From related orgs
    $781,104
    Other
    $44,905
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $559,560 related
    Bonus
    $0 + $166,797 related
    Other
    $0 + $54,747 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $25,080 related
    Filer's total
    $0 + $826,009 related

  • ROBERT PETER CAMARA DO

    CHAIR

    Total calculated
    $523,835
    From this org
    $0
    From related orgs
    $478,088
    Other
    $45,747

    Schedule J breakdown matched by us

    Base
    $0 + $404,206 related
    Bonus
    $0 + $71,415 related
    Other
    $0 + $2,467 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $28,972 related
    Filer's total
    $0 + $523,835 related

  • DONALD R ELLIS III MD

    DIRECTOR

    Total calculated
    $437,698
    From this org
    $0
    From related orgs
    $397,788
    Other
    $39,910
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $219,194 related
    Bonus
    $0 + $177,462 related
    Other
    $0 + $1,132 related
    Deferred
    $0 + $10,675 related
    Nontaxable benefits
    $0 + $29,235 related
    Filer's total
    $0 + $437,698 related

  • JAMILA N TAYLOR MD

    DIRECTOR

    Total calculated
    $278,409
    From this org
    $0
    From related orgs
    $253,344
    Other
    $25,065
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,527 related
    Bonus
    $0 + $28,953 related
    Other
    $0 + $864 related
    Deferred
    $0 + $14,432 related
    Nontaxable benefits
    $0 + $10,633 related
    Filer's total
    $0 + $278,409 related

  • KEVIN YOUNGS MD

    DIRECTOR

    Total calculated
    $445,285
    From this org
    $0
    From related orgs
    $399,106
    Other
    $46,179
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,840 related
    Bonus
    $0 + $80,481 related
    Other
    $0 + $19,785 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $27,879 related
    Filer's total
    $0 + $445,285 related

  • LEONARD JOHNSON MD

    DIRECTOR

    Total calculated
    $408,940
    From this org
    $0
    From related orgs
    $382,810
    Other
    $26,130
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $331,912 related
    Bonus
    $0 + $47,497 related
    Other
    $0 + $3,401 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $6,305 related
    Filer's total
    $0 + $408,940 related

  • MARCUS EBER DEGRAW MD

    DIRECTOR

    Total calculated
    $538,549
    From this org
    $0
    From related orgs
    $486,842
    Other
    $51,707
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $446,339 related
    Bonus
    $0 + $37,961 related
    Other
    $0 + $2,542 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $31,882 related
    Filer's total
    $0 + $538,549 related

  • SRIDHAR RAO MD

    DIRECTOR

    Total calculated
    $541,524
    From this org
    $0
    From related orgs
    $493,184
    Other
    $48,340
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,657 related
    Bonus
    $0 + $96,434 related
    Other
    $0 + $35,093 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $28,515 related
    Filer's total
    $0 + $541,524 related

  • STUART R VERSEMAN MD

    DIRECTOR

    Total calculated
    $712,298
    From this org
    $0
    From related orgs
    $676,659
    Other
    $35,639
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $649,285 related
    Bonus
    $0 + $18,850 related
    Other
    $0 + $8,524 related
    Deferred
    $0 + $16,775 related
    Nontaxable benefits
    $0 + $18,864 related
    Filer's total
    $0 + $712,298 related

  • THOMAS KLEIN

    EX-OFFICIO/COO

    Total calculated
    $438,249
    From this org
    $0
    From related orgs
    $415,649
    Other
    $22,600
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,814 related
    Bonus
    $0 + $84,074 related
    Other
    $0 + $19,761 related
    Deferred
    $0 + $6,100 related
    Nontaxable benefits
    $0 + $16,500 related
    Filer's total
    $0 + $438,249 related

  • WILLIAM EDGAR MD

    DIRECTOR

    Total calculated
    $491,696
    From this org
    $0
    From related orgs
    $452,745
    Other
    $38,951
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,436 related
    Bonus
    $0 + $72,205 related
    Other
    $0 + $35,104 related
    Deferred
    $0 + $17,175 related
    Nontaxable benefits
    $0 + $21,776 related
    Filer's total
    $0 + $491,696 related

  • DOUGLAS TODD MYERS

    CFO, MINISTRY MARKET (START 7/2022 - END 3/2023)

    Total calculated
    $333,808
    From this org
    $0
    From related orgs
    $313,904
    Other
    $19,904
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,927 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $57,977 related
    Deferred
    $0 + $6,635 related
    Nontaxable benefits
    $0 + $13,269 related
    Filer's total
    $0 + $333,808 related

  • MICHAEL MCCULLOUGH

    CFO, MINISTRY MARKET (START 3/2023)

    Total calculated
    $705,557
    From this org
    $0
    From related orgs
    $670,046
    Other
    $35,511
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,339 related
    Bonus
    $0 + $214,389 related
    Other
    $0 + $57,318 related
    Deferred
    $0 + $11,015 related
    Nontaxable benefits
    $0 + $24,496 related
    Filer's total
    $0 + $705,557 related

  • ANDREY A VOLKOV MD

    PHYSICIAN

    Total calculated
    $1,320,775
    From this org
    $1,269,924
    From related orgs
    $0
    Other
    $50,851
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $743,647
    Bonus
    $525,137
    Other
    $1,140
    Deferred
    $19,825
    Nontaxable benefits
    $31,026
    Filer's total
    $1,320,775

  • KENNETH P DREA MD

    PHYSICIAN

    Total calculated
    $1,534,447
    From this org
    $1,500,817
    From related orgs
    $0
    Other
    $33,630
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $749,721
    Bonus
    $750,070
    Other
    $1,026
    Deferred
    $18,300
    Nontaxable benefits
    $15,330
    Filer's total
    $1,534,447

  • NATHAN EVIN MARSHALL MD

    PHYSICIAN

    Total calculated
    $1,337,432
    From this org
    $1,281,298
    From related orgs
    $0
    Other
    $56,134
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,125,635
    Bonus
    $154,637
    Other
    $1,026
    Deferred
    $16,775
    Nontaxable benefits
    $39,359
    Filer's total
    $1,337,432

  • NICHOLAS BLAIR FRISCH MD

    PHYSICIAN

    Total calculated
    $1,815,214
    From this org
    $1,761,112
    From related orgs
    $0
    Other
    $54,102
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,382,120
    Bonus
    $377,852
    Other
    $1,140
    Deferred
    $16,775
    Nontaxable benefits
    $37,327
    Filer's total
    $1,815,214

  • ROBERT GERALD DEKKER II MD

    PHYSICIAN

    Total calculated
    $1,178,861
    From this org
    $1,141,857
    From related orgs
    $0
    Other
    $37,004
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $588,404
    Bonus
    $552,427
    Other
    $1,026
    Deferred
    $15,250
    Nontaxable benefits
    $21,754
    Filer's total
    $1,178,861

  • KENNETH BERKOVITZ MD

    FORMER OFFICER (END 6/2020)

    Total calculated
    $1,706,712
    From this org
    $0
    From related orgs
    $1,697,523
    Other
    $9,189
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,579 related
    Bonus
    $0 + $757,835 related
    Other
    $0 + $734,109 related
    Deferred
    $0 + $3,000 related
    Nontaxable benefits
    $0 + $6,189 related
    Filer's total
    $0 + $1,706,712 related

  • MARY ZUCKERMAN

    FORMER KEY EMPLOYEE (END 12/2017)

    Total calculated
    $486,789
    From this org
    $0
    From related orgs
    $438,049
    Other
    $48,740
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,412 related
    Bonus
    $0 + $67,000 related
    Other
    $0 + $44,637 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $30,440 related
    Filer's total
    $0 + $486,789 related

  • ROBERT GUHA

    FORMER OFFICER (END 6/2022)

    Total calculated
    $350,861
    From this org
    $0
    From related orgs
    $315,191
    Other
    $35,670
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,846 related
    Bonus
    $0 + $73,440 related
    Other
    $0 + $1,905 related
    Deferred
    $0 + $14,065 related
    Nontaxable benefits
    $0 + $21,605 related
    Filer's total
    $0 + $350,861 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
A RELATED ORGANIZATION OF THE FILING ORGANIZATION USES ONE OR MORE OF THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY, AND -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PLEASE REFER TO THE FORM 990, PART VI, LINE 15A DISCLOSURE IN SCHEDULE O FOR ADDITIONAL DETAILS ON HOW COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL IS ESTABLISHED.
Schedule J, Part I, Line 4a Severance or change-of-control payment
THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS FROM THE ORGANIZATION OR A RELATED ORGANIZATION DURING THE CALENDAR YEAR 2022: KENNETH BERKOVITZ: $684,615
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
ELIGIBLE EXECUTIVES PARTICIPATE IN A PROGRAM THAT PROVIDES FOR SUPPLEMENTAL RETIREMENT BENEFITS. THE PAYMENT OF BENEFITS UNDER THE PROGRAM, IF ANY, IS ENTIRELY DEPENDENT UPON THE FACTS AND CIRCUMSTANCES UNDER WHICH THE EXECUTIVE TERMINATES EMPLOYMENT WITH THE ORGANIZATION. BENEFITS UNDER THE PROGRAM ARE UNFUNDED AND NON-VESTED. DUE TO THE SUBSTANTIAL RISK OF FORFEITURE PROVISION, THERE IS NO GUARANTEE THAT THESE EXECUTIVES WILL EVER RECEIVE ANY BENEFIT UNDER THE PROGRAM. ANY AMOUNT ULTIMATELY PAID UNDER THE PROGRAM TO THE EXECUTIVE IS REPORTED AS COMPENSATION ON FORM 990, SCHEDULE J, PART II, COLUMN B IN THE YEAR PAID. NO INDIVIDUALS RECEIVED CURRENT YEAR DISTRIBUTIONS.

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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

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
9 May 2024
IRS schema version
2022v5.0
Source object
202441299349304609

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