Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
Name of the organization
ADENA HEALTH SYSTEM
 
Employer identification number

31-4379443
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2023
Page 2

Schedule J (Form 990) 2023
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1ATIQ REHMAN
PHYSICIAN
(i)

(ii)
993,491
-------------
1,644,119
554,523
-------------
0
23,871
-------------
0
19,939
-------------
0
52,295
-------------
0
1,644,119
-------------
1,644,119
0
-------------
0
2ROGER WILTFONG
PHYSICIAN
(i)

(ii)
383,685
-------------
1,462,744
998,341
-------------
0
17,375
-------------
0
16,500
-------------
0
46,843
-------------
0
1,462,744
-------------
1,462,744
0
-------------
0
3JAMES FLEMING
PHYSICIAN
(i)

(ii)
487,079
-------------
1,190,583
532,901
-------------
0
100,405
-------------
0
20,160
-------------
0
50,038
-------------
0
1,190,583
-------------
1,190,583
0
-------------
0
4WAHEED GUL
PHYSICIAN
(i)

(ii)
637,987
-------------
1,051,988
275,273
-------------
0
53,751
-------------
0
23,000
-------------
0
61,977
-------------
0
1,051,988
-------------
1,051,988
0
-------------
0
5KELLY GALLINA
PHYSICIAN
(i)

(ii)
308,615
-------------
1,011,737
603,156
-------------
0
22,642
-------------
0
16,500
-------------
0
60,824
-------------
0
1,011,737
-------------
1,011,737
0
-------------
0
6JEFF GRAHAM
CEO
(i)

(ii)
956,818
-------------
0
39,688
-------------
0
13,860
-------------
0
23,080
-------------
0
35,120
-------------
0
1,068,566
-------------
0
0
-------------
0
7REGGINA YANDILA
FORMER TRUSTEE/PHYSICIAN
(i)

(ii)
154,372
-------------
380,470
132,880
-------------
0
47,545
-------------
0
10,605
-------------
0
35,068
-------------
0
380,470
-------------
380,470
0
-------------
0
8DR SHAHEED KOURY
CHIEF CLINICAL OFFICER
(i)

(ii)
547,451
-------------
0
52,677
-------------
0
25,072
-------------
0
76,153
-------------
0
50,759
-------------
0
752,112
-------------
0
0
-------------
0
9JAMES MCMANUS
AHS CHIEF FINANCIAL OFFICER
(i)

(ii)
547,954
-------------
0
35,472
-------------
0
38,085
-------------
0
74,012
-------------
0
51,932
-------------
0
747,455
-------------
0
29,615
-------------
0
10ANTHONY FREEMAN
FORMER CHIEF MEDICAL OFFICER
(i)

(ii)
469,949
-------------
0
0
-------------
0
144,147
-------------
0
21,276
-------------
0
56,803
-------------
0
692,175
-------------
0
0
-------------
0
11KATHERINE EDRINGTON
COO
(i)

(ii)
605,161
-------------
0
13,933
-------------
0
2,100
-------------
0
17,691
-------------
0
15,083
-------------
0
653,968
-------------
0
0
-------------
0
12CRAIG BABBITT
CHIEF LEGAL OFFICER
(i)

(ii)
441,135
-------------
0
7,813
-------------
0
45,873
-------------
0
65,500
-------------
0
36,819
-------------
0
597,140
-------------
0
43,544
-------------
0
13RICHARD D MIZER
PRESIDENT OF AMG
(i)

(ii)
388,472
-------------
0
3,629
-------------
0
48,102
-------------
0
58,868
-------------
0
22,448
-------------
0
521,519
-------------
0
38,895
-------------
0
14HEATHER SPRAGUE
CHIEF HUMAN RESOURCE OFFICER
(i)

(ii)
387,878
-------------
0
8,314
-------------
0
40,610
-------------
0
17,244
-------------
0
59,690
-------------
0
513,736
-------------
0
0
-------------
0
15KRISTIN BOGGS
CHIEF COMPLIANCE OFFICER
(i)

(ii)
340,102
-------------
0
6,991
-------------
0
74,117
-------------
0
56,792
-------------
0
4,454
-------------
0
482,456
-------------
0
38,875
-------------
0
16JAMIE SMITH
CHIEF INFORMATION OFFICER
(i)

(ii)
305,428
-------------
0
4,328
-------------
0
35,235
-------------
0
48,138
-------------
0
35,514
-------------
0
428,643
-------------
0
34,610
-------------
0
17JOHN GABIS
PRESIDENT OF AMG
(i)

(ii)
365,780
-------------
0
2,677
-------------
0
5,291
-------------
0
14,646
-------------
0
25,000
-------------
0
413,394
-------------
0
0
-------------
0
18MOLLY M GROOMS
CHIEF NURSING OFFICER
(i)

(ii)
308,991
-------------
0
2,747
-------------
0
34,538
-------------
0
48,879
-------------
0
2,896
-------------
0
398,051
-------------
0
33,855
-------------
0
19DONALD DIENER
PRESIDENT OF ARMC
(i)

(ii)
286,217
-------------
0
0
-------------
0
4,205
-------------
0
67,727
-------------
0
31,462
-------------
0
389,611
-------------
0
0
-------------
0
20LISA CARLSON
FORMER CFO
(i)

(ii)
28,082
-------------
0
291
-------------
0
241,683
-------------
0
931
-------------
0
89
-------------
0
271,076
-------------
0
241,505
-------------
0
21TY MCBEE
VP OF STRATEGIC OPERATIONS
(i)

(ii)
223,347
-------------
0
4,514
-------------
0
1,111
-------------
0
11,580
-------------
0
13,204
-------------
0
253,756
-------------
0
0
-------------
0
Schedule J (Form 990) 2023
Page 3

Schedule J (Form 990) 2023
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A ADENA HEALTH SYSTEM PROVIDES FOR A MEMBERSHIP TO THE LOCAL COUNTRY CLUB FOR ALL OFFICERS AND KEY EMPLOYEES. THIS BENEFIT IS GROSSED UP AND TAXED AND RECEIVED BY SEVEN OF THE OFFICERS AND KEY EMPLOYEES.
PART I, LINE 4B THE ORGANIZATION HAS A 457(F) SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THE FOLLOWING INDIVIDUALS PARTICIPATED IN OR RECEIVED PAYMENT FROM THE SERP IN 2023: LISA CARLSON $241,505 SERP EARNINGS JAMES MCMANUS $29,615 SERP EARNINGS CRAIG BABBITT $43,544 SERP EARNINGS RICHARD MIZER $38,895 SERP EARNINGS KRISTIN BOGGS $38,875 SERP EARNINGS JAMIE SMITH $34,610 SERP EARNINGS MOLLY GROOMS $33,855 SERP EARNINGS THE SERP ACCRUALS, INCLUDED IN PART II, COLUMN (C), ARE AMOUNTS CREDITED TO THE EXECUTIVE UNDER THE SECTION 457(F) DEFERRED COMPENSATION PLAN. JAMES MCMANUS $60,232 SERP ACCURAL DR. SHAHEED KOURY $59,652 SERP ACCRUAL CRAIG BABBITT $48,080 SERP ACCRUAL RICHARD MIZER $42,368 SERP ACCRUAL KRISTIN BOGGS $40,292 SERP ACCRUAL JAMIE SMITH $33,790 SERP ACCRUAL MOLLY GROOMS $33,263 SERP ACCRUAL
PART I, LINE 7 MANAGEMENT OF ADENA HEALTH SYSTEM HAVE A PORTION OF THEIR ANNUAL SALARY AT RISK UNDER AN INDUSTRY STANDARD VARIABLE COMPENSATION PLAN. IF THE OPERATING RESULTS OF AHS MEET A MARGIN TARGET IN ANY FISCAL YEAR, ADDITIONAL COMPENSATION IS PAID THAT IS CALCULATED USING THE OPERATING MARGIN ALONG WITH RESULTS IN EMPLOYEE ENGAGEMENT, PATIENT QUALITY, AND SATISFACTION USING A BALANCED SCORECARD FORMULA.
Schedule J (Form 990) 2023

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