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Nonprofiteer
← THE GUTHRIE CLINIC

Form 990 for tax year 2022

Filed by THE GUTHRIE CLINIC.

Totals

Total revenue
$143,778,076
Total expenses
$230,387,773
Contributions and grants received
$2,078,928
Grants paid
$94,363,725
Program services expenses (Part IX)
$106,722,515
Management and general expenses
$122,671,715
Fundraising expenses
$993,543
Program service expenses (Part III)
$106,722,515

Program services were 46.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • EDMUND SABANEGH MD

    DIRECTOR - PRESIDENT/CEO

    Total calculated
    $1,573,117
    From this org
    $1,380,960
    From related orgs
    $0
    Other
    $192,157
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $985,892
    Bonus
    $365,734
    Other
    $29,334
    Deferred
    $175,450
    Nontaxable benefits
    $16,707
    Filer's total
    $1,573,117

  • FREDERICK J BLOOM MD

    DIR.-PRES GMG (7/1/22-4/30/23)

    Total calculated
    $764,433
    From this org
    $0
    From related orgs
    $682,120
    Other
    $82,313
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $512,597 related
    Bonus
    $0 + $120,267 related
    Other
    $0 + $49,256 related
    Deferred
    $0 + $63,456 related
    Nontaxable benefits
    $0 + $18,857 related
    Filer's total
    $0 + $764,433 related

  • J MICHAEL SCALZONE MD

    EVP/CHIEF QUAL OFF(TERM 9/22)

    Total calculated
    $737,997
    From this org
    $0
    From related orgs
    $693,567
    Other
    $44,430
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $395,891 related
    Bonus
    $0 + $102,790 related
    Other
    $0 + $194,886 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $24,605 related
    Filer's total
    $0 + $737,997 related

  • PAUL G VERVALIN

    EVP/COO

    Total calculated
    $730,576
    From this org
    $645,540
    From related orgs
    $0
    Other
    $85,036
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $484,690
    Bonus
    $109,037
    Other
    $51,813
    Deferred
    $66,054
    Nontaxable benefits
    $18,982
    Filer's total
    $730,576

  • DANIEL J BROWN MD

    VICE CHAIRMAN - DIRECTOR

    Total calculated
    $709,883
    From this org
    $0
    From related orgs
    $673,451
    Other
    $36,432
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $599,884 related
    Bonus
    $0 + $54,067 related
    Other
    $0 + $19,500 related
    Deferred
    $0 + $19,825 related
    Nontaxable benefits
    $0 + $16,607 related
    Filer's total
    $0 + $709,883 related

  • JOSEPH RONSIVALLE DO

    DIR.-PRES GMG (EFF 4/30/23)

    Total calculated
    $665,443
    From this org
    $0
    From related orgs
    $620,521
    Other
    $44,922
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $582,373 related
    Bonus
    $0 + $38,148 related
    Other
    $0
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $26,622 related
    Filer's total
    $0 + $665,443 related

  • MATTHEW HUFF CPA

    EVP/CFO

    Total calculated
    $644,335
    From this org
    $603,700
    From related orgs
    $0
    Other
    $40,635
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $493,147
    Bonus
    $109,815
    Other
    $738
    Deferred
    $16,013
    Nontaxable benefits
    $24,622
    Filer's total
    $644,335

  • JOHN R PETROV

    EVP/CHIEF CAREGIVER OFFICER

    Total calculated
    $509,442
    From this org
    $478,807
    From related orgs
    $0
    Other
    $30,635
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $337,892
    Bonus
    $84,159
    Other
    $56,756
    Deferred
    $16,013
    Nontaxable benefits
    $14,622
    Filer's total
    $509,442

  • DAVID A PFISTERER MD

    DIRECTOR

    Total calculated
    $493,113
    From this org
    $0
    From related orgs
    $459,054
    Other
    $34,059
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $425,761 related
    Bonus
    $0 + $33,293 related
    Other
    $0
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $15,759 related
    Filer's total
    $0 + $493,113 related

  • Lisa Esolen md

    EVP/CHIEF QUALITY OFFICER

    Total calculated
    $481,461
    From this org
    $448,049
    From related orgs
    $0
    Other
    $33,412
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $336,652
    Bonus
    $58,363
    Other
    $53,034
    Deferred
    $19,825
    Nontaxable benefits
    $13,587
    Filer's total
    $481,461

  • TERRI COUTS

    EVP/CIO

    Total calculated
    $470,954
    From this org
    $428,242
    From related orgs
    $0
    Other
    $42,712
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $329,649
    Bonus
    $65,995
    Other
    $32,598
    Deferred
    $16,013
    Nontaxable benefits
    $26,699
    Filer's total
    $470,954

  • Debra K Raupers

    EVP/CHIEF NURSING OFFICER

    Total calculated
    $432,269
    From this org
    $413,648
    From related orgs
    $0
    Other
    $18,621
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $293,517
    Bonus
    $70,529
    Other
    $49,602
    Deferred
    $18,300
    Nontaxable benefits
    $321
    Filer's total
    $432,269

  • ANN PARIS

    CHIEF LEGAL OFFICER

    Total calculated
    $379,000
    From this org
    $379,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $379,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $379,000

  • FRANCIS M MACAFEE

    SPEC PROJ, M&A EXECUTIVE

    Total calculated
    $367,382
    From this org
    $328,800
    From related orgs
    $0
    Other
    $38,582
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $294,250
    Bonus
    $34,550
    Other
    $0
    Deferred
    $19,825
    Nontaxable benefits
    $18,757
    Filer's total
    $367,382

  • Elizabeth Jaekle

    EVP/Chief Strategy Officer

    Total calculated
    $367,111
    From this org
    $333,609
    From related orgs
    $0
    Other
    $33,502
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $235,114
    Bonus
    $41,619
    Other
    $56,876
    Deferred
    $16,604
    Nontaxable benefits
    $16,898
    Filer's total
    $367,111

  • EDWARD TANIDA

    VP, Managed Care

    Total calculated
    $351,233
    From this org
    $312,651
    From related orgs
    $0
    Other
    $38,582
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $259,863
    Bonus
    $52,788
    Other
    $0
    Deferred
    $19,825
    Nontaxable benefits
    $18,757
    Filer's total
    $351,233

  • DONALD F SKERPON

    EVP/Chief Strat Off(TERM 7/22)

    Total calculated
    $333,340
    From this org
    $289,296
    From related orgs
    $0
    Other
    $44,044
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $180,139
    Bonus
    $63,005
    Other
    $46,152
    Deferred
    $43,426
    Nontaxable benefits
    $618
    Filer's total
    $333,340

  • EILEEN LAMPE

    VP, General Counsel(TERM 2022)

    Total calculated
    $333,017
    From this org
    $315,870
    From related orgs
    $0
    Other
    $17,147
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $154,601
    Bonus
    $0
    Other
    $161,269
    Deferred
    $10,049
    Nontaxable benefits
    $7,098
    Filer's total
    $333,017

  • MARY ANN DOUGHERTY

    SVP, Strat & Growth(TERM 2022)

    Total calculated
    $309,585
    From this org
    $298,883
    From related orgs
    $0
    Other
    $10,702
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $106,807
    Bonus
    $36,272
    Other
    $155,804
    Deferred
    $9,300
    Nontaxable benefits
    $1,402
    Filer's total
    $309,585

  • KENNETH R LEVITZKY ESQ

    CHAIRMAN - DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOAN M MARREN RN

    SECRETARY - DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ETHAN ARNOLD MPH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AVERY AUGUST PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHANNA AMES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN BAYNE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DONALD FERRARIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NADER MEHRAVARI PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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 committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART VII AND SCHEDULE J
IN ACCORDANCE WITH INTERNAL REVENUE SERVICE FORM 990 RULES, REGULATIONS AND INSTRUCTIONS, THE COMPENSATION REPORTED IN CORE FORM, PART VII AND SCHEDULE J, PART II OF THIS FORM 990 IS DERIVED FROM 2022 FORMS W-2 AND FORMS 1099 (IF APPLICABLE).
SCHEDULE J, PART I; QUESTION 4a
THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2022 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: J. MICHAEL SCALZONE, M.D., $148,108; EILEEN LAMPE, $161,269 AND MARY ANN DOUGHERTY, $155,804.
SCHEDULE J, PART I; QUESTION 4B
THE GUTHRIE CLINIC ("TGC") HAS ESTABLISHED AN EMPLOYEE BENEFIT PLAN KNOWN AS THE GUTHRIE CLINIC 457(F) DEFERRED COMPENSATION PLAN (THE "PLAN") WHICH IS DESIGNED TO PROVIDE ELIGIBLE EMPLOYEES WITH DEFERRED COMPENSATION BENEFITS IN RECOGNITION OF THEIR DEDICATED AND VALUABLE SERVICE TO TGC. THE PLAN IS INTENDED TO BE AN INELIGIBLE DEFERRED COMPENSATION PLAN AS DESCRIBED IN SECTION 457(F) OF THE INTERNAL REVENUE CODE. EACH CONTRIBUTION VESTS AFTER THREE YEARS OF EMPLOYMENT PROVIDED THE PARTICIPANT REMAINS CONTINUOUSLY EMPLOYED. A PARTICIPANT SHALL BECOME FULLY VESTED IN THE PARTICIPANT'S 457(F) ACCOUNT BENEFIT UPON ATTAINING AGE 62, WITH 5 YEARS OF SERVICE. TGC SHALL DISTRIBUTE THE PARTICIPANT'S 457(F) ACCOUNT BENEFIT, LESS TAXES WITHHELD, THIRTY DAYS AFTER THE PARTICIPANT FIRST BECOMES VESTED IN THE PLAN. FOR YEARS SUBSEQUENT TO A PARTICIPANT ATTAINING AGE 62, THE PARTICIPANT SHALL BE ENTITLED TO THE PARTICIPANT'S DEFERRED COMPENSATION AMOUNT AS OF JULY 1ST IMMEDIATELY SUBSEQUENT TO THE DATE WHEN CREDITED. THE AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2 AS TAXABLE WAGES: FREDERICK J. BLOOM, M.D., $44,504; J. MICHAEL SCALZONE, M.D., $34,625; PAUL G. VERVALIN, $40,006; LISA ESOLEN, M.D., $36,378; ELIZABETH JAEKLE, $36,376; TERRI COUTS, $31,671; JOHN PETROX, $35,356; DEBRA RAUPERS, $29,102. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THESE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2022, FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: EDMUND SABANEGH, M.D., $155,625; FREDERICK J. BLOOM, M.D., $43,631; PAUL G. VERVALIN, $47,754 AND DONALD SKERPON, $23,601.
SCHEDULE J, PART I; QUESTION 7
CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2022 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II; COLUMN F
THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202401289349300540

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