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Nonprofiteer
← THE STERN CARDIOVASCULAR FOUNDATION INC

Form 990 for tax year 2022

Filed by THE STERN CARDIOVASCULAR FOUNDATION INC.

Totals

Total revenue
$58,783,358
Total expenses
$100,610,776
Contributions and grants received
$741,829
Grants paid
$2,750
Program services expenses (Part IX)
$94,411,036
Management and general expenses
$6,199,740
Fundraising expenses
$0
Program service expenses (Part III)
$94,411,036

Program services were 93.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TODD D EDWARDS MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $2,113,258
    From this org
    $2,025,632
    From related orgs
    $0
    Other
    $87,626
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,816,281
    Bonus
    $0
    Other
    $209,351
    Deferred
    $27,000
    Nontaxable benefits
    $60,626
    Filer's total
    $2,113,258

  • STEVEN S GUBIN MD

    PHYSICIAN/PRESIDENT/EX-OFFICIO

    Total calculated
    $1,972,172
    From this org
    $1,891,165
    From related orgs
    $0
    Other
    $81,007
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,474,734
    Bonus
    $0
    Other
    $416,431
    Deferred
    $27,000
    Nontaxable benefits
    $54,007
    Filer's total
    $1,972,172

  • ARIE SZATKOWSKI MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $1,544,071
    From this org
    $1,454,151
    From related orgs
    $0
    Other
    $89,920
    Hours/week
    38.85 + 1.15 related

    Schedule J breakdown matched by us

    Base
    $1,446,317
    Bonus
    $0
    Other
    $7,834
    Deferred
    $27,000
    Nontaxable benefits
    $62,920
    Filer's total
    $1,544,071

  • CHRISTOPHER INGELMO MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $1,512,481
    From this org
    $1,430,152
    From related orgs
    $0
    Other
    $82,329
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,421,018
    Bonus
    $0
    Other
    $9,134
    Deferred
    $27,000
    Nontaxable benefits
    $55,329
    Filer's total
    $1,512,481

  • PAUL D DEPRIEST MD

    DIRECTOR (THRU 08/23)

    Total calculated
    $1,495,416
    From this org
    $0
    From related orgs
    $1,407,602
    Other
    $87,814
    Hours/week
    0.17 + 39.83 related

    Schedule J breakdown matched by us

    Base
    $0 + $802,180 related
    Bonus
    $0 + $343,970 related
    Other
    $0 + $261,452 related
    Deferred
    $0 + $58,938 related
    Nontaxable benefits
    $0 + $28,876 related
    Filer's total
    $0 + $1,495,416 related

  • MARK COPPESS MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $1,158,074
    From this org
    $1,079,839
    From related orgs
    $0
    Other
    $78,235
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,064,164
    Bonus
    $0
    Other
    $15,675
    Deferred
    $27,000
    Nontaxable benefits
    $51,235
    Filer's total
    $1,158,074

  • GARY C ANDERSON

    DIRECTOR (AS OF 09/23)

    Total calculated
    $1,146,758
    From this org
    $0
    From related orgs
    $1,062,887
    Other
    $83,871
    Hours/week
    0.17 + 39.83 related

    Schedule J breakdown matched by us

    Base
    $0 + $531,848 related
    Bonus
    $0 + $213,044 related
    Other
    $0 + $317,995 related
    Deferred
    $0 + $58,938 related
    Nontaxable benefits
    $0 + $24,933 related
    Filer's total
    $0 + $1,146,758 related

  • JEFFREY KERLAN MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $1,039,788
    From this org
    $963,234
    From related orgs
    $0
    Other
    $76,554
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $948,544
    Bonus
    $0
    Other
    $14,690
    Deferred
    $27,000
    Nontaxable benefits
    $49,554
    Filer's total
    $1,039,788

  • MARK E SWANSON MD

    DIRECTOR

    Total calculated
    $1,022,465
    From this org
    $0
    From related orgs
    $1,000,668
    Other
    $21,797
    Hours/week
    0.17 + 39.83 related

    Schedule J breakdown matched by us

    Base
    $0 + $629,027 related
    Bonus
    $0 + $231,183 related
    Other
    $0 + $140,458 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $21,797 related
    Filer's total
    $0 + $1,022,465 related

  • JOHN S GARDNER MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $1,017,589
    From this org
    $936,674
    From related orgs
    $0
    Other
    $80,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $929,992
    Bonus
    $0
    Other
    $6,682
    Deferred
    $20,500
    Nontaxable benefits
    $60,415
    Filer's total
    $1,017,589

  • BASIL PAULUS MD

    PHYSICIAN/DIRECTOR

    Total calculated
    $852,939
    From this org
    $772,858
    From related orgs
    $0
    Other
    $80,081
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $763,200
    Bonus
    $0
    Other
    $9,658
    Deferred
    $20,500
    Nontaxable benefits
    $59,581
    Filer's total
    $852,939

  • GREGORY M DUCKETT

    SECRETARY

    Total calculated
    $1,202,849
    From this org
    $0
    From related orgs
    $1,120,752
    Other
    $82,097
    Hours/week
    0.17 + 39.83 related

    Schedule J breakdown matched by us

    Base
    $0 + $487,324 related
    Bonus
    $0 + $191,182 related
    Other
    $0 + $442,246 related
    Deferred
    $0 + $48,172 related
    Nontaxable benefits
    $0 + $33,925 related
    Filer's total
    $0 + $1,202,849 related

  • DEBORAH EDDLESTONE

    CEO

    Total calculated
    $394,550
    From this org
    $335,207
    From related orgs
    $0
    Other
    $59,343
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $316,680
    Bonus
    $0
    Other
    $18,527
    Deferred
    $27,000
    Nontaxable benefits
    $32,343
    Filer's total
    $394,550

  • MELISSA REAVES

    CFO

    Total calculated
    $258,788
    From this org
    $211,200
    From related orgs
    $0
    Other
    $47,588
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,000
    Bonus
    $0
    Other
    $31,200
    Deferred
    $21,000
    Nontaxable benefits
    $26,588
    Filer's total
    $258,788

  • DAVID Z LAN MD

    PHYSICIAN

    Total calculated
    $1,992,568
    From this org
    $1,900,048
    From related orgs
    $0
    Other
    $92,520
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,895,088
    Bonus
    $0
    Other
    $4,960
    Deferred
    $27,000
    Nontaxable benefits
    $65,520
    Filer's total
    $1,992,568

  • DHARMESH PATEL MD

    PHYSICIAN

    Total calculated
    $1,821,885
    From this org
    $1,727,858
    From related orgs
    $0
    Other
    $94,027
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,700,320
    Bonus
    $0
    Other
    $27,538
    Deferred
    $27,000
    Nontaxable benefits
    $67,027
    Filer's total
    $1,821,885

  • AMIT MALHOTRA MD

    PHYSICIAN

    Total calculated
    $1,488,233
    From this org
    $1,417,430
    From related orgs
    $0
    Other
    $70,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,395,474
    Bonus
    $0
    Other
    $21,956
    Deferred
    $27,000
    Nontaxable benefits
    $43,803
    Filer's total
    $1,488,233

  • GILBERT ZOGHBI MD

    PHYSICIAN

    Total calculated
    $1,472,047
    From this org
    $1,384,509
    From related orgs
    $0
    Other
    $87,538
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,378,098
    Bonus
    $0
    Other
    $6,411
    Deferred
    $27,000
    Nontaxable benefits
    $60,538
    Filer's total
    $1,472,047

  • JUSTIN MAY MD

    PHYSICIAN

    Total calculated
    $1,460,919
    From this org
    $1,401,391
    From related orgs
    $0
    Other
    $59,528
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,366,883
    Bonus
    $0
    Other
    $34,508
    Deferred
    $20,500
    Nontaxable benefits
    $39,028
    Filer's total
    $1,460,919

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

  • 1a · Discretionary spending account
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
ALL PHYSICIANS RECEIVED A PERQUISITE ALLOWANCE, SOME OF WHICH IS INCLUDED IN THEIR SALARIES.
PART I, LINE 1B
ALL PHYSICIANS RECEIVED A PERQUISITE ALLOWANCE. SOME OF THIS ALLOWANCE IS INCLUDED IN THEIR SALARIES AND IS TAXABLE TO THEM AS ADDITIONAL INCOME. THE ORGANIZATION ALSO HAS AN ACCOUNTABLE PLAN, BUT A DISCRETIONARY SPENDING ACCOUNT IS NOT PART OF AN ACCOUNTABLE PLAN. IF ANY OF THE OTHER ITEMS LISTED ON SCHEDULE J, PART I, LINE 1A WERE APPLICABLE, THE RECIPIENTS WOULD BE REQUIRED TO FOLLOW THE ORGANIZATION'S WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT.
PART I, LINE 3
BAPTIST MEMORIAL MEDICAL GROUP, INC., A RELATED ORGANIZATION OF THE STERN CARDIOVASCULAR FOUNDATION, INC., USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
ELIGIBLE EXECUTIVES PARTICIPATE IN VARIOUS NON-QUALIFIED DEFERRED COMPENSATION PLANS ORGANIZED UNDER CODE SECTION 457(F). THE EXACT PURPOSE OF EACH PLAN VARIES BUT THEY INCLUDE: COMPENSATION LIMITATION MAKE-UP PLANS, VOLUNTARY DEFERRAL PLANS, DEFERRAL OF A PORTION OF INCENTIVE BONUS TYPE PLANS, ETC. 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. THE FOLLOWING INDIVIDUAL(S) LISTED ON PART VII RECEIVED SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS DURING THE CALENDAR YEAR: GREGORY M. DUCKETT - $344,125 GARY C. ANDERSON - $216,372 PAUL D. DEPRIEST, MD - $84,690

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
13 August 2024
IRS schema version
2022v5.0
Source object
202402279349304205

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

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