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Nonprofiteer
← ATLANTICARE HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by ATLANTICARE HEALTH SYSTEM INC.

Totals

Total revenue
$86,318,709
Total expenses
$85,951,848
Contributions and grants received
$0
Grants paid
$12,485
Program services expenses (Part IX)
$77,357,912
Management and general expenses
$8,593,936
Fundraising expenses
$0
Program service expenses (Part III)
$77,357,912

Program services were 90.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LORI S HERNDON

    TRUSTEE - PRESIDENT/CEO

    Total calculated
    $1,915,461
    From this org
    $1,525,141
    From related orgs
    $0
    Other
    $390,320
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $968,314
    Bonus
    $365,032
    Other
    $191,795
    Deferred
    $354,758
    Nontaxable benefits
    $35,562
    Filer's total
    $1,915,461

  • HOWARD I AXELROD MD

    TRUSTEE (TERMED)

    Total calculated
    $933,437
    From this org
    $0
    From related orgs
    $894,536
    Other
    $38,901
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $600,901 related
    Bonus
    $0 + $26,350 related
    Other
    $0 + $267,285 related
    Deferred
    $0 + $14,635 related
    Nontaxable benefits
    $0 + $24,266 related
    Filer's total
    $0 + $933,437 related

  • MARILOUISE VENDITTI MD

    SVP, CHIEF MEDICAL OFFICER

    Total calculated
    $892,674
    From this org
    $814,499
    From related orgs
    $0
    Other
    $78,175
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $536,366
    Bonus
    $155,473
    Other
    $122,660
    Deferred
    $65,622
    Nontaxable benefits
    $12,553
    Filer's total
    $892,674

  • HAK J KIM

    SVP, Chief Financial Officer

    Total calculated
    $865,543
    From this org
    $754,256
    From related orgs
    $0
    Other
    $111,287
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $519,621
    Bonus
    $163,741
    Other
    $70,894
    Deferred
    $65,855
    Nontaxable benefits
    $45,432
    Filer's total
    $865,543

  • DONNA MICHAEL-ZIEREIS ESQ

    VP GENERAL COUNSEL/SECRETARY

    Total calculated
    $639,997
    From this org
    $537,940
    From related orgs
    $0
    Other
    $102,057
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $400,854
    Bonus
    $94,860
    Other
    $42,226
    Deferred
    $52,586
    Nontaxable benefits
    $49,471
    Filer's total
    $639,997

  • TERRI LU SCHIEDER

    SVP BUS DEV (TERM 11/19/22)

    Total calculated
    $621,757
    From this org
    $575,449
    From related orgs
    $0
    Other
    $46,308
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $354,960
    Bonus
    $113,751
    Other
    $106,738
    Deferred
    $5,194
    Nontaxable benefits
    $41,114
    Filer's total
    $621,757

  • CHRISTOPHER A SCANZERA

    VP & CHIEF INFORMATION OFFICER

    Total calculated
    $568,383
    From this org
    $473,954
    From related orgs
    $0
    Other
    $94,429
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $351,790
    Bonus
    $82,504
    Other
    $39,660
    Deferred
    $64,571
    Nontaxable benefits
    $29,858
    Filer's total
    $568,383

  • LARISA K GOGANZER

    VP & COO ARMC

    Total calculated
    $559,719
    From this org
    $0
    From related orgs
    $469,529
    Other
    $90,190
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $341,167 related
    Bonus
    $0 + $85,563 related
    Other
    $0 + $42,799 related
    Deferred
    $0 + $46,685 related
    Nontaxable benefits
    $0 + $43,505 related
    Filer's total
    $0 + $559,719 related

  • KATHERINE BIRKENSTOCK

    VP & CNO

    Total calculated
    $554,650
    From this org
    $0
    From related orgs
    $474,515
    Other
    $80,135
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $301,672 related
    Bonus
    $0 + $84,400 related
    Other
    $0 + $88,443 related
    Deferred
    $0 + $45,023 related
    Nontaxable benefits
    $0 + $35,112 related
    Filer's total
    $0 + $554,650 related

  • RICHARD D LOVERING

    SVP ADM SVCS&CHRO(TERM 7/2/22)

    Total calculated
    $460,681
    From this org
    $435,201
    From related orgs
    $0
    Other
    $25,480
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $224,608
    Bonus
    $134,106
    Other
    $76,487
    Deferred
    $2,609
    Nontaxable benefits
    $22,871
    Filer's total
    $460,681

  • DEBRA A FOX

    VP SURGICAL SVCS & HOSP MED.

    Total calculated
    $432,765
    From this org
    $372,207
    From related orgs
    $0
    Other
    $60,558
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $257,029
    Bonus
    $63,938
    Other
    $51,240
    Deferred
    $38,677
    Nontaxable benefits
    $21,881
    Filer's total
    $432,765

  • PAUL EHRLICH

    CHIEF MED. INFORMATION OFFICER

    Total calculated
    $409,935
    From this org
    $365,025
    From related orgs
    $0
    Other
    $44,910
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $305,600
    Bonus
    $50,000
    Other
    $9,425
    Deferred
    $13,689
    Nontaxable benefits
    $31,221
    Filer's total
    $409,935

  • BARBARA YOUNG

    ASSISTANT VP SUPPLY CHAIN

    Total calculated
    $303,288
    From this org
    $0
    From related orgs
    $256,403
    Other
    $46,885
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $196,430 related
    Bonus
    $0 + $24,633 related
    Other
    $0 + $35,340 related
    Deferred
    $0 + $31,360 related
    Nontaxable benefits
    $0 + $15,525 related
    Filer's total
    $0 + $303,288 related

  • MARY A ROSEN

    AVP IT INTEGRATION & OPERATION

    Total calculated
    $295,374
    From this org
    $279,756
    From related orgs
    $0
    Other
    $15,618
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $244,451
    Bonus
    $28,058
    Other
    $7,247
    Deferred
    $14,709
    Nontaxable benefits
    $909
    Filer's total
    $295,374

  • CYNTHIA L DOUGHERTY

    AVP CNIO (TERMED 11/26/22)

    Total calculated
    $272,874
    From this org
    $256,885
    From related orgs
    $0
    Other
    $15,989
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $193,919
    Bonus
    $23,655
    Other
    $39,311
    Deferred
    $3,514
    Nontaxable benefits
    $12,475
    Filer's total
    $272,874

  • MARY A TAIT

    AVP HR (TERMED 6/18/22)

    Total calculated
    $253,573
    From this org
    $244,084
    From related orgs
    $0
    Other
    $9,489
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $119,058
    Bonus
    $27,728
    Other
    $97,298
    Deferred
    $2,226
    Nontaxable benefits
    $7,263
    Filer's total
    $253,573

  • MARGARET A BELFIELD

    EVP & COO (TERMED 1/1/22)

    Total calculated
    $250,875
    From this org
    $0
    From related orgs
    $248,292
    Other
    $2,583
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $22,331 related
    Bonus
    $0 + $170,195 related
    Other
    $0 + $55,766 related
    Deferred
    $0 + $1,542 related
    Nontaxable benefits
    $0 + $1,041 related
    Filer's total
    $0 + $250,875 related

  • PRIYESH T THAKKAR DO

    TRUSTEE

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    2

  • MICHAEL J CHARLTON

    CHAIRMAN - TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID M GODDARD

    VICE CHAIRMAN - TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KENNETH R STEINBERG PE

    SECRETARY - TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PEGGY S SYKES RN

    TREASURER - TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PACIFICO AGNELLINI ESQ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MANUEL E APONTE

    TRUSTEE; EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • EUGENE M ARNONE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROSALIND E KINCAID

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RITA MACK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NADIA SADIK MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RONALD L CAPLAN PHD

    TRUSTEE (TERMED)

    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 · Form 990 of other organizations
  • 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 TAXABLE 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 WAS INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: HOWARD I. AXELROD, $158,125 AND MARY A. TAIT, $60,278.
SCHEDULE J, PART I; QUESTION 4B
THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARILOUISE VENDITTI, M.D., $53,946; TERRI LU SCHIEDER, $6,368; KATHERINE BIRKENSTOCK, $29,675; RICHARD D. LOVERING, $2,396 AND MARGARET A. BELFIELD, $387. THE DEFERRED COMPENSATION AMOUNT IN COLUMN (C) FOR THE FOLLOWING INDIVIDUALS INCLUDES 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, THE 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: LORI S. HERNDON, $337,155; MARILOUISE VENDITTI, M.D., $49,417; HAK J. KIM, $47,917; DONNA MICHAEL-ZIEREIS, ESQ., $35,000; CHRISTOPHER A. SCANZERA, $51,170; LARISA K. GOGANZER, $33,333; KATHERINE BIRKENSTOCK, $27,833, DEBRA A. FOX, $23,833 AND BARBARA YOUNG, $19,167.
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

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
10 October 2023
IRS schema version
2022v5.0
Source object
202313059349302181

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