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← MORRISTOWN HAMBLEN HOSP

Form 990 for tax year 2024

Filed by MORRISTOWN HAMBLEN HOSP.

Totals

Total revenue
$161,164,897
Total expenses
$139,546,952
Contributions and grants received
$48,291
Grants paid
$24,701
Program service revenue
$160,687,638
Investment income
$20,287
Other revenue
$408,681
Total assets, end of year
$109,769,225
Total liabilities, end of year
$11,811,500
Net assets or fund balances, end of year
$97,957,725
Program services expenses (Part IX)
$135,344,593
Management and general expenses
$4,202,359
Fundraising expenses
$0
Program service expenses (Part III)
$135,344,593

Program services were 97.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Mitchell Dickson MD

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related
  • Stephanie Flood

    Director

    Total calculated
    $964
    From this org
    $0
    From related orgs
    $964
    Other
    $0
    Hours/week
    0 + 1 related
  • James Gibson

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related
  • Edgar Gray

    Director

    Total calculated
    $844
    From this org
    $0
    From related orgs
    $844
    Other
    $0
    Hours/week
    0 + 1 related
  • Leslye Hartsell

    Director

    Total calculated
    $1,124
    From this org
    $0
    From related orgs
    $1,124
    Other
    $0
    Hours/week
    0 + 1 related
  • Donald Hickman

    Director

    Total calculated
    $675
    From this org
    $0
    From related orgs
    $675
    Other
    $0
    Hours/week
    0 + 1 related
  • Timothy Matthews

    Director

    Total calculated
    $657
    From this org
    $0
    From related orgs
    $657
    Other
    $0
    Hours/week
    0 + 1 related
  • Janice McKinley

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related
  • Cletus McMahon MD

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related
  • Dave Miller

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related
  • Bill Myers

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related
  • Alvin Nance

    Director

    Total calculated
    $648
    From this org
    $0
    From related orgs
    $648
    Other
    $0
    Hours/week
    0 + 1 related
  • Linda Ogle

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related
  • King Purnell

    Director/Chair

    Total calculated
    $935
    From this org
    $0
    From related orgs
    $935
    Other
    $0
    Hours/week
    0 + 1 related
  • Jorge Sanabria

    Director

    Total calculated
    $807
    From this org
    $0
    From related orgs
    $807
    Other
    $0
    Hours/week
    0 + 1 related
  • William Seale

    Director

    Total calculated
    $1,060
    From this org
    $0
    From related orgs
    $1,060
    Other
    $0
    Hours/week
    0 + 1 related
  • Cosby Stone

    Director

    Total calculated
    $1,113
    From this org
    $0
    From related orgs
    $1,113
    Other
    $0
    Hours/week
    0 + 1 related
  • Joe Sutter

    Director

    Total calculated
    $881
    From this org
    $0
    From related orgs
    $881
    Other
    $0
    Hours/week
    0 + 1 related
  • James Tramontana MD

    Director

    Total calculated
    $1,086
    From this org
    $0
    From related orgs
    $1,086
    Other
    $0
    Hours/week
    0 + 1 related
  • James D VanderSteeg

    President & CEO

    Total calculated
    $3,242,830
    From this org
    $0
    From related orgs
    $2,880,556
    Other
    $362,274
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,578,849 related
    Bonus
    $0 + $1,078,259 related
    Other
    $0 + $223,448 related
    Deferred
    $0 + $335,103 related
    Nontaxable benefits
    $0 + $27,171 related
    Filer's total
    $0 + $3,242,830 related
  • Joseph C Dolan

    EVP/CFO

    Total calculated
    $967,301
    From this org
    $0
    From related orgs
    $861,693
    Other
    $105,608
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $697,828 related
    Bonus
    $0 + $138,667 related
    Other
    $0 + $25,198 related
    Deferred
    $0 + $72,802 related
    Nontaxable benefits
    $0 + $32,806 related
    Filer's total
    $0 + $967,301 related
  • Gordon E Lintz

    President & CAO

    Total calculated
    $590,525
    From this org
    $0
    From related orgs
    $564,436
    Other
    $26,089
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,063 related
    Bonus
    $0 + $110,000 related
    Other
    $0 + $67,373 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $12,889 related
    Filer's total
    $0 + $590,525 related
  • Amy E Herndon

    VP - Financial Services

    Total calculated
    $227,124
    From this org
    $198,501
    From related orgs
    $0
    Other
    $28,623
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $136,570
    Bonus
    $25,000
    Other
    $36,931
    Deferred
    $6,127
    Nontaxable benefits
    $22,496
    Filer's total
    $227,124
  • Lisa M Kelley

    VP - Chief Nursing Officer

    Total calculated
    $212,881
    From this org
    $175,567
    From related orgs
    $0
    Other
    $37,314
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $126,882
    Bonus
    $25,000
    Other
    $23,685
    Deferred
    $5,492
    Nontaxable benefits
    $31,822
    Filer's total
    $212,881
  • Robert J Drinnon

    Medical Physicist

    Total calculated
    $243,224
    From this org
    $204,934
    From related orgs
    $0
    Other
    $38,290
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $204,649
    Bonus
    $0
    Other
    $285
    Deferred
    $6,422
    Nontaxable benefits
    $31,868
    Filer's total
    $243,224
  • Nicholas A Niver

    CT Tech

    Total calculated
    $182,451
    From this org
    $152,110
    From related orgs
    $0
    Other
    $30,341
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $152,085
    Bonus
    $0
    Other
    $25
    Deferred
    $0
    Nontaxable benefits
    $30,341
    Filer's total
    $182,451
  • Renata Hannah

    Clinical Nurse

    Total calculated
    $175,755
    From this org
    $151,705
    From related orgs
    $0
    Other
    $24,050
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $151,694
    Bonus
    $0
    Other
    $11
    Deferred
    $4,712
    Nontaxable benefits
    $19,338
    Filer's total
    $175,755
  • Pamela S Western

    Pharmacist

    Total calculated
    $168,054
    From this org
    $144,006
    From related orgs
    $0
    Other
    $24,048
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $143,562
    Bonus
    $0
    Other
    $444
    Deferred
    $4,456
    Nontaxable benefits
    $19,592
    Filer's total
    $168,054
  • Deborah K Cox

    Shift Leader Clinical Nurse

    Total calculated
    $156,853
    From this org
    $141,896
    From related orgs
    $0
    Other
    $14,957
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $141,224
    Bonus
    $500
    Other
    $172
    Deferred
    $4,343
    Nontaxable benefits
    $10,614
    Filer's total
    $156,853

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 · Tax indemnification and gross-up payments
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

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

The filer's explanations (Part III)

Part I, Line 1a
Tax gross-up payments related to deferred compensation and reimbursement of fees for personal services for legal and financial planning are provided to certain executives and managers. Amounts are included in taxable compensation.
Part I, Line 3
Covenant Health, the parent company of Morristown-Hamblen Hospital Association, used the following methods in establishing the compensation of President/CEO, James D. VanderSteeg: compensation committee, independent compensation consultant, written employment contract, compensation survey or study, and approval by the board or compensation committee. Additional detail is provided in response to Form 990, Part VI, Section B, Lines 15a and 15b within Schedule O.
Part I, Line 4b
Covenant Health maintains a nonqualified deferred compensation ("NQDC") plan intended to support retention of President and CEO, James D. VanderSteeg, and EVP and CFO, Joseph C. Dolan. Employer contributions of $321,903 for James D. VanderSteeg and $72,802 for Joseph C. Dolan are reported as deferred compensation on Schedule J, Part II, Column C. Contributions along with 2024 earnings of $114,551 for James D. VanderSteeg and $4,468 for Joseph C. Dolan are subject to a substantial risk of forfeiture. Amounts are combined with other compensation and considered for reasonableness. Compensation procedures are discussed in detail in Schedule O (Form 990, Part VI, Section B, Line 15a). Please note that the amounts included in Part II, Column C as contributions to the NQDC plan for James D. VanderSteeg and other executive leaders are deferred but NOT received during the filing year. We report compensation in both the year earned and the year paid, as required by IRS guidelines; however, wages appear overstated due to dual reporting of compensation earned in one year and distributed in a subsequent 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.

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
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202543169349301714

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