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Nonprofiteer
← CATHOLIC MANAGED LONG TERM CARE INC

Form 990 for tax year 2023

Filed by CATHOLIC MANAGED LONG TERM CARE INC.

Totals

Total revenue
$466,228,842
Total expenses
$451,926,293
Contributions and grants received
$1,419,184
Grants paid
$0
Program services expenses (Part IX)
$415,731,767
Management and general expenses
$36,194,526
Fundraising expenses
$0
Program service expenses (Part III)
$415,731,767

Program services were 92.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • FRANK A CALAMARI

    BOARD MEMBER, THRU FEB 2023

    Total calculated
    $710,191
    From this org
    $0
    From related orgs
    $670,906
    Other
    $39,285
    Hours/week
    1 + 36.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $112,926 related
    Bonus
    $0
    Other
    $0 + $557,980 related
    Deferred
    $0 + $21,750 related
    Nontaxable benefits
    $0 + $17,535 related
    Filer's total
    $0 + $710,191 related

  • FRANCIS J SERBAROLI ESQ

    ACTING CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 1.7 related

  • MONSIGNOR CHARLES J FAHEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 1.7 related

  • JOHN GLEASON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 1.7 related

  • CLARION E JOHNSON MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 1.7 related

  • RICHARD PARK MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 1.7 related

  • GT SWEENEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1 + 1.7 related

  • SCOTT P LA RUE

    PRESIDENT/CEO

    Total calculated
    $2,053,206
    From this org
    $0
    From related orgs
    $1,640,548
    Other
    $412,658
    Hours/week
    0.1 + 38.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,342,689 related
    Bonus
    $0 + $135,259 related
    Other
    $0 + $162,600 related
    Deferred
    $0 + $387,935 related
    Nontaxable benefits
    $0 + $24,723 related
    Filer's total
    $0 + $2,053,206 related

  • ANNMARIE COVONE

    EXECUTIVE VP/CFO

    Total calculated
    $1,402,472
    From this org
    $0
    From related orgs
    $1,093,137
    Other
    $309,335
    Hours/week
    0.1 + 38.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $879,723 related
    Bonus
    $0 + $114,980 related
    Other
    $0 + $98,434 related
    Deferred
    $0 + $273,684 related
    Nontaxable benefits
    $0 + $35,651 related
    Filer's total
    $0 + $1,402,472 related

  • GUIMEI WU

    ASST. VP OF CARE MANAGEMENT

    Total calculated
    $221,342
    From this org
    $197,786
    From related orgs
    $0
    Other
    $23,556
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $197,786
    Bonus
    $0
    Other
    $0
    Deferred
    $10,801
    Nontaxable benefits
    $12,755
    Filer's total
    $221,342

  • ELIZABETH ROSADO

    EXECUTIVE DIRECTOR, PACE OPS

    Total calculated
    $430,605
    From this org
    $405,882
    From related orgs
    $0
    Other
    $24,723
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $384,527
    Bonus
    $0
    Other
    $21,355
    Deferred
    $0
    Nontaxable benefits
    $24,723
    Filer's total
    $430,605

  • CLAIRE E DAVENPORT

    SR MEDICAL DIRECTOR THRU OCT. 2023

    Total calculated
    $387,070
    From this org
    $375,556
    From related orgs
    $0
    Other
    $11,514
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $327,196
    Bonus
    $0
    Other
    $48,360
    Deferred
    $11,514
    Nontaxable benefits
    $0
    Filer's total
    $387,070

  • JACQUELINE ADAM-MENARD

    ASST. VP PACE THRU OCT. 2023

    Total calculated
    $288,474
    From this org
    $276,960
    From related orgs
    $0
    Other
    $11,514
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $237,647
    Bonus
    $0
    Other
    $39,313
    Deferred
    $11,514
    Nontaxable benefits
    $0
    Filer's total
    $288,474

  • DAISY M OTERO

    PHYSICIAN

    Total calculated
    $276,573
    From this org
    $238,701
    From related orgs
    $0
    Other
    $37,872
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $238,701
    Bonus
    $0
    Other
    $0
    Deferred
    $13,149
    Nontaxable benefits
    $24,723
    Filer's total
    $276,573

  • DEREK D DUNBAR

    SR. VP OF BUSINESS DEVELOPMENT

    Total calculated
    $445,581
    From this org
    $0
    From related orgs
    $365,581
    Other
    $80,000
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $0 + $319,846 related
    Bonus
    $0 + $45,735 related
    Other
    $0
    Deferred
    $0 + $80,000 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $445,581 related

  • VICTOR B FAMA

    AVP, MANAGED CARE

    Total calculated
    $270,865
    From this org
    $0
    From related orgs
    $246,871
    Other
    $23,994
    Hours/week
    31 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,871 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,994 related
    Filer's total
    $0 + $270,865 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 — 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
  • 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 I, LINE 3
CATHOLIC HEALTH CARE SYSTEM D/B/A ARCHCARE UNDERTAKES A RIGOROUS PROCESS TO ENSURE THAT ITS EXECUTIVE COMPENSATION IS REASONABLE. TOWARD THAT END, THE BOARD OF TRUSTEES HAS A COMPENSATION COMMITTEE OF INDEPENDENT PERSONS THAT HAVE NO PERSONAL INTEREST IN ANY PROPOSED COMPENSATION ARRANGEMENT. THE BOARD ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT WHO CONDUCTED INDEPENDENT RESEARCH AND UTILIZED A WIDE RANGE OF INDUSTRY DATA TO DEVELOP COMPARABILITY OR BENCHMARKING DATA FOR APPROPRIATE LEVELS OF COMPENSATION FOR TOP MANAGEMENT, OFFICERS, AND KEY EMPLOYEES. THE CONSULTANT PROJECTED THE DATA FOR THE FOLLOWING THREE YEARS FOR EACH SALARY LEVEL. THE COMPENSATION COMMITTEE, TAKING THE CONSULTANT'S RECOMMENDATIONS UNDER ADVISEMENT, HELD A MEETING AT WHICH CONTEMPORANEOUS MINUTES WERE KEPT AND AT THAT MEETING DETERMINED TO MAKE RECOMMENDATIONS TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES THEN CONSIDERED AND APPROVED THE RECOMMENDATIONS OF THE COMPENSATION COMMITTEE, WHICH APPROVAL WAS RECORDED IN THE MINUTES OF THE MEETING OF THE BOARD OF TRUSTEES. IN 2023, THE CONSULTANT UPDATED ITS REVIEW OF THE COMPENSATION STRUCTURE OF TOP MANAGEMENT, OFFICERS, AND KEY EMPLOYEES FOLLOWING THE METHOD DESCRIBED ABOVE. IN ADDITION, THE ORGANIZATION UPDATED ITS REVIEW OF THE COMPENSATION STRUCTURE FOR ALL OTHER POSITIONS (NON-UNION).
PART I, LINES 4A-B
SCOTT P. LA RUE AND ANNMARIE COVONE PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. CATHOLIC HEALTH CARE SYSTEM D/B/A ARCHCARE DISTRIBUTED $160,905 TO SCOTT AND $84,502 TO ANNMARIE IN THEIR 2023 W-2S. CLAIRE E. DAVENPORT RECEIVED SEVERANCE INCLUDED IN HER 2023 FORM W-2 IN THE AMOUNT OF $48,360. JACQUELINE ADAM-MENARD RECEIVED SEVERANCE INCLUDED IN HER 2023 FORM W-2 IN THE AMOUNT OF $39,313.
PART I, LINE 7
THE ORGANIZATION PAID DISCRETIONARY BONUSES TO CERTAIN INDIVIDUALS LISTED IN PART II AS REPORTED IN COLUMN B(II) FOR THE APPLICABLE INDIVIDUALS.

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
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349318060

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

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