Skip to content
Nonprofiteer
← JOHN MUIR HEALTH

Form 990 for tax year 2023

Filed by JOHN MUIR HEALTH.

Totals

Total revenue
$1,776,163,443
Total expenses
$1,857,908,955
Contributions and grants received
$15,883,892
Grants paid
$147,775,868
Program service revenue
$1,695,796,092
Investment income
$57,337,271
Other revenue
$7,146,188
Total assets, end of year
$3,380,744,220
Total liabilities, end of year
$1,273,349,784
Net assets or fund balances, end of year
$2,107,394,436
Program services expenses (Part IX)
$1,483,630,573
Management and general expenses
$374,278,382
Fundraising expenses
$0
Program service expenses (Part III)
$1,483,630,573

Program services were 79.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $15,533,892

  • 1f · All other contributions, gifts and grants

    $350,000

  • 2a · Program service revenue: PATIENT REVENUE SERVIC

    total $1,658,911,261 · related or exempt $1,658,911,261

  • 2b · Program service revenue: PREMIUM REVENUE

    total $31,831,004 · related or exempt $31,831,004

  • 2c · Program service revenue: RELATED PROGRAM RENTS

    total $3,954,058 · related or exempt $3,954,058

  • 2d · Program service revenue: OTHER OPERATING REVENU

    total $1,099,769 · related or exempt $1,099,769

  • 3 · Investment income

    total $33,076,900 · excluded $33,076,900

  • 6a · Gross rents

    real property $7,972,707

  • 6b · Less rental expenses

    real property $943,987

  • 6c · Rental income or loss

    real property $7,028,720

  • 6d · Net rental income or loss

    total $7,028,720 · excluded $7,028,720

  • 7a · Gross sales of assets other than inventory

    securities $1,003,463,547 · other assets $188,970

  • 7b · Less cost or other basis and sales expenses

    securities $979,384,678 · other assets $7,468

  • 7c · Gain or loss

    securities $24,078,869 · other assets $181,502

  • 7d · Net gain or loss

    total $24,260,371 · excluded $24,260,371

  • 11a · Other revenue: PROPERTY TAX REFUNDS

    total $96,689 · excluded $96,689

  • 11b · Other revenue: VENDING INCOME

    total $20,779 · excluded $20,779

  • 11e · Other revenue, total

    $117,468

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $147,775,868 · program services $147,775,868

  • 5 · Compensation of officers, directors and key employees

    total $8,349,814 · program services $7,097,342 · management and general $1,252,472

  • 7 · Other salaries and wages

    total $735,659,957 · program services $643,674,766 · management and general $91,985,191

  • 8 · Pension plan contributions

    total $37,997,175 · program services $31,193,996 · management and general $6,803,179

  • 9 · Other employee benefits

    total $114,108,873 · program services $96,119,488 · management and general $17,989,385

  • 10 · Payroll taxes

    total $45,116,420 · program services $42,088,859 · management and general $3,027,561

  • 11a · Fees: management

    total $152,575,085 · management and general $152,575,085

  • 11b · Fees: legal

    total $9,180,535 · program services $501,920 · management and general $8,678,615

  • 11c · Fees: accounting

    total $1,126,076 · management and general $1,126,076

  • 11d · Fees: lobbying

    total $113,404 · program services $113,404

  • 11f · Fees: investment management

    total $7,499,720 · management and general $7,499,720

  • 11g · Fees: other

    total $172,285,792 · program services $172,285,792

  • 13 · Office expenses

    total $17,645,887 · program services $15,127,956 · management and general $2,517,931

  • 14 · Information technology

    total $22,773,261 · program services $664,191 · management and general $22,109,070

  • 16 · Occupancy

    total $49,945,309 · program services $40,955,202 · management and general $8,990,107

  • 17 · Travel

    total $1,185,797 · program services $831,301 · management and general $354,496

  • 20 · Interest

    total $28,742,410 · program services $23,664,387 · management and general $5,078,023

  • 22 · Depreciation, depletion and amortization

    total $85,677,818 · program services $61,172,693 · management and general $24,505,125

  • 23 · Insurance

    total $13,214,991 · program services $33,442 · management and general $13,181,549

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $151,047,574 · program services $151,047,574

  • 24b · Other expenses: PHARMACEUTICALS

    total $31,648,647 · program services $31,648,647

  • 24c · Other expenses: LICENSES & TAXES

    total $5,924,871 · program services $5,924,871

  • 24d · Other expenses: ASSESSMENT

    total $2,528,801 · program services $0 · management and general $2,528,801

  • 24e · All other expenses

    total $15,784,870 · program services $11,708,874 · management and general $4,075,996

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,402 · end of year $13,397

  • 2 · Savings and temporary cash investments

    beginning of year $29,467,530 · end of year $139,398,980

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $241,429,079 · end of year $248,196,002

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $11,293,135 · end of year $11,293,151

  • 9 · Prepaid expenses and deferred charges

    beginning of year $31,725,253 · end of year $30,208,506

  • 10a · Land, buildings and equipment: cost or other basis

    $2,257,472,504

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,184,755,350

  • 10c · Land, buildings and equipment, net

    beginning of year $998,351,780 · end of year $1,072,717,154

  • 11 · Investments: publicly traded securities

    beginning of year $1,067,213,079 · end of year $911,138,534

  • 12 · Investments: other securities

    beginning of year $567,874,282 · end of year $591,810,182

  • 13 · Investments: program-related

    beginning of year $138,588,369 · end of year $140,124,280

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $237,468,405 · end of year $235,844,034

  • 17 · Accounts payable and accrued expenses

    beginning of year $329,564,071 · end of year $351,695,728

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $2,625,393 · end of year $2,149,316

  • 20 · Tax-exempt bond liabilities

    beginning of year $579,409,976 · end of year $576,073,054

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $324,642,264 · end of year $343,431,686

  • 27 · Net assets without donor restrictions

    beginning of year $2,086,507,602 · end of year $2,106,602,840

  • 28 · Net assets with donor restrictions

    beginning of year $675,008 · end of year $791,596

Mission and programs · 2023

Mission

THE MISSION OF JOHN MUIR IS TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION.

Activities or mission (Part I)

JOHN MUIR HEALTH IS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION. JOHN MUIR HEALTH OFFERS THE COMMUNITY A NETWORK OF PRIMARY CARE AND SPECIALTY PHYSICIANS, TWO MEDICAL CENTERS, INCLUDING THE COUNTY'S ONLY TRAUMA CENTER AND A BEHAVIORAL HEALTH CENTER. THE HEALTH SYSTEM ALSO OFFERS A FULL-RANGE OF MEDICAL SERVICES, INCLUDING PRIMARY CARE, OUTPATIENT, AND IMAGING SERVICES, AND IS WIDELY RECOGNIZED AS A LEADER IN MANY SPECIALTIES - NEUROSCIENCES, ORTHOPEDIC, CANCER, CARDIOVASCULAR, TRAUMA, EMERGENCY, PEDIATRICS AND HIGH-RISK OBSTETRICS CARE.

  • HOSPITAL SERVICES - GENERAL MEDICINE AND SURGERYTHE CORE OF JOHN MUIR HEALTH'S SERVICE TO THE COMMUNITY IS IN ITS GENERAL MEDICINE AND SURGERY PROGRAM, WHICH PROVIDES COMPREHENSIVE CARE FROM EMERGENCY TO HIGH LEVEL CRITICAL CARE TO DISCHARGE SUPPORT AND HOME HEALTH PATIENTS WITH A VARIETY OF CONDITIONS. JOHN MUIR MEDICAL CENTER, WALNUT CREEK SERVES AS THE ONLY COUNTY-DESIGNATED TRAUMA CENTER FOR THE AREA, WORKING CLOSELY WITH LOCAL EMERGENCY SERVICES LEADERS. THE JOHN MUIR HEALTH TRAUMA CENTER RECEIVED THE AMERICAN COLLEGE OF SURGEON'S COMMITTEE ON TRAUMA UNCONDITIONAL RE-VERIFICATION AS A LEVEL II TRAUMA CENTER. NATIONAL AND STATE RECOGNITIONS RECEIVED IN 2023 INCLUDE: (1) RECOGNITION OF JOHN MUIR HEALTH, WALNUT CREEK MEDICAL CENTER BY U.S. NEWS & WORLD REPORT FOR THE 17TH YEAR IN A ROW AS ONE OF "AMERICA'S BEST HOSPITALS". DIABETES & ENDOCRINOLOGY, OBSTETRICS & GYNECOLOGY, AND PULMONOLOGY & LUNG SURGERY SERVICES AT THE WALNUT CREEK MEDICAL CENTER WERE RECOGNIZED AS AMONG THE TOP 50 IN THE UNITED STATES (LESS THAN 4% OF HOSPITALS HAD A NATIONALLY RANKED SPECIALTY), (2) RECOGNITION BY U.S. NEWS & WORLD REPORT OF EIGHT SPECIALTIES COMBINED AND 30 ADULT PROCEDURES AND CONDITIONS COMBINED AS HIGH PERFORMING AT JOHN MUIR HEALTH'S WALNUT CREEK AND CONCORD MEDICAL CENTERS, (3) U.S. NEWS AND WORLD REPORT ALSO RANKED THE WALNUT CREEK MEDICAL CENTER #2 AND CONCORD MEDICAL CENTER #3 OUT OF NEARLY 50 HOSPITALS IN THE SAN FRANCISCO METRO AREA BASED ON PATIENT SURVIVAL, PATIENT SAFETY, AND CARE-RELATED FACTORS SUCH AS NURSING AND PATIENT SERVICES, AND REPUTATION. THE TWO HOSPITALS WERE ALSO RANKED #9 AND #18 IN CALIFORNIA OUT OF MORE THAN 400 ACUTE CARE HOSPITALS, (4) JOHN MUIR HEALTH'S CONCORD AND WALNUT CREEK MEDICAL CENTERS ALSO EARNED THE DESIGNATION OF BEST REGIONAL HOSPITALS BY U.S. NEWS & WORLD REPORT - TWO OF JUST 484 HOSPITALS (11% OF THE HOSPITALS EVALUATED) TO ACHIEVE THIS DESIGNATION NATIONWIDE, (5) THE WALNUT CREEK MEDICAL CENTER WAS NAMED ONE OF THE NATION'S BEST HOSPITALS FOR MATERNITY CARE BY U.S. NEWS & WORLD REPORT AND BY NEWSWEEK, (6) THE WALNUT CREEK MEDICAL CENTER RECEIVED A CLINICAL EXCELLENCE AWARD FOR JOINT REPLACEMENT FROM HEALTHGRADES, (7) THE CONCORD MEDICAL CENTER WAS RECOGNIZED BY HEALTHGRADES AS ONE OF AMERICA'S TOP 50 HOSPITALS FOR CARDIAC SURGERY FOR THE FIFTH STRAIGHT YEAR, (8) COMBINED, THE TWO MEDICAL CENTERS HAD SIX FIVE-STAR RATINGS FROM HEALTHGRADES FOR SERVICES, PROCEDURES AND TREATMENTS, (9) NEWSWEEK RANKED THE WALNUT CREEK AND CONCORD MEDICAL CENTERS AS TWO OF THE BEST IN THE U.S. (#157 AND #177) AND (10) BOTH MEDICAL CENTERS ARE MAGNET RECOGNIZED FOR NURSING EXCELLENCE AND QUALITY PATIENT OUTCOMES, WITH THE WALNUT CREEK MEDICAL CENTER RE-DESIGNATED IN 2023.OUR PROGRAM EMPHASIS IN 2023 CONTINUED TO BE ON SERVING UNINSURED, UNDERSERVED, AND VULNERABLE POPULATIONS IN OUR SERVICE AREA THROUGH COMMUNITY PARTNERSHIPS, SUCH AS THE DENTAL COLLABORATIVE OF CONTRA COSTA COUNTY, MOBILE HEALTH CLINIC, AND SUPPORT FOR NONPROFIT ORGANIZATIONS PROVIDING ACCESS TO HEALTH CARE, MENTAL HEALTH SERVICES, FOOD, HOUSING, AND VIOLENCE PREVENTION.

    Expenses $699,877,442 · Revenue $756,157,472

  • CARDIOVASCULAR IS THE SECOND LARGEST HOSPITAL-BASED SERVICE OF JOHN MUIR HEALTH. CARDIOVASCULAR ACHIEVEMENTS IN 2023 INCLUDE: - CONCORD MEDICAL CENTER RECEIVED THE HEALTHGRADES CARDIAC SURGERY EXCELLENCE AWARD FOR SUPERIOR CLINICAL OUTCOMES IN HEART BYPASS SURGERY AND HEART VALVE SURGERY. CONCORD MEDICAL CENTER ALSO RECEIVED THE CORONARY INTERVENTION EXCELLENCE AWARD FOR SUPERIOR CLINICAL OUTCOMES IN CORONARY INTERVENTION PROCEDURES. - JOHN MUIR HEALTH'S CARDIAC SURGERY PROGRAM WAS RECOGNIZED BY THE SOCIETY OF THORACIC SURGEONS AS "BETTER THAN EXPECTED" FOR CORONARY BYPASS GRAFT SURGERY. APPROXIMATELY 12-15% OF HOSPITALS RECEIVE THIS "3-STAR" RATING FROM STS, WHICH DENOTES THE HIGHEST CATEGORY OF QUALITY. - CONCORD MEDICAL CENTER WAS RATED AS HIGH PERFORMING BY U.S. NEWS & WORLD REPORT IN 2023 IN AORTIC VALVE SURGERY, HEART ATTACK, HEART BYPASS SURGERY, HEART FAILURE AND TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR). WALNUT CREEK MEDICAL CENTER HAS AGAIN BEEN RATED AS HIGH PERFORMING BY U.S. NEWS & WORLD REPORT IN 2023 IN HEART ATTACK AND HEART FAILURE. - BOTH CONCORD AND WALNUT CREEK RECEIVED THE AMERICAN HEART ASSOCIATION'S GET WITH THE GUIDELINES- GOLD PLUS HEART FAILURE QUALITY ACHIEVEMENT AWARD FOR THEIR COMMITMENT TO MANAGING HEART FAILURE IN PATIENTS. GOLD PLUS IS THE HIGHEST ACHIEVEMENT LEVEL. - JOHN MUIR CONCORD RECEIVED THE MISSION: LIFELINE STEMI RECEIVING CENTER GOLD PLUS ACHIEVEMENT AWARD AND JOHN MUIR WALNUT CREEK WAS THE RECIPIENT OF THE MISSION: LIFELINE STEMI RECEIVING CENTER GOLD ACHIEVEMENT AWARD. THESE AWARDS RECOGNIZE HOSPITALS FOR IMPLEMENTING SPECIFIC QUALITY IMPROVEMENT MEASURES TO TREAT PATIENTS WHO SUFFER SEVERE HEART ATTACKS. - CONCORD MEDICAL CENTER IS RECOGNIZED AS A BLUE DISTINCTION CENTER FOR CARDIAC CARE. BLUE DISTINCTION CENTERS ARE RECOGNIZED FOR DISTINGUISHED CLINICAL CARE AND PROCESSES BY THE BLUE CROSS AND BLUE SHIELD ASSOCIATION. FACILITIES EARN THESE DESIGNATIONS BASED ON RIGOROUS, EVIDENCE-BASED, OBJECTIVE CRITERIA AND INPUT FROM EXPERT PHYSICIANS AND MEDICAL ORGANIZATIONS. - WALNUT CREEK MEDICAL CENTER IS THE RECIPIENT OF ECHOCARDIOGRAPHY ACCREDITATION BY THE INTERSOCIETAL ACCREDITATION COMMISSION (IAC) FOR ADULT TRANSTHORACIC AND ADULT STRESS ECHOCARDIOGRAPHY AND CONCORD MEDICAL CENTER IS THE RECIPIENT OF ECHOCARDIOGRAPHY ACCREDITATION BY THE IAC FOR ADULT TRANSTHORACIC ECHOCARDIOGRAPHY. - JOHN MUIR HEALTH'S CARDIAC REHABILITATION PROGRAM IS CERTIFIED BY THE AMERICAN ASSOCIATION OF CARDIOVASCULAR AND PULMONARY REHABILITATION (AACVPR). AACVPR PROGRAM CERTIFICATION IS THE ONLY PEER-REVIEW ACCREDITATION PROCESS DESIGNED TO REVIEW INDIVIDUAL PROGRAMS FOR ADHERENCE TO STANDARDS DEVELOPED AND PUBLISHED BY THE AACVPR AND OTHER PROFESSIONAL SOCIETIES. - BOTH CONCORD AND WALNUT CREEK MEDICAL CENTERS ARE DESIGNATED BY CONTRA COSTA COUNTY DEPARTMENT OF EMERGENCY MEDICAL SERVICES AS STEMI RECEIVING CENTERS FOR HIGH-RISK HEART ATTACK PATIENTS.

    Expenses $229,986,603 · Revenue $253,887,394

  • WOMENS AND CHILDREN'S SERVICES IS THE THIRD LARGEST PROGRAM WITHIN JOHN MUIR HEALTH. THE PEDIATRIC INTENSIVE CARE UNIT AT THE WALNUT CREEK MEDICAL CENTER IS CERTIFIED BY THE CALIFORNIA CHILDREN'S SERVICES. ACCOMPLISHMENTS IN 2023 INCLUDE:- THE NICU IS WORKING ON THE CPQCC NEOBRAIN COLLABORATIVE, THE FIRST COLLABORATIVE THAT DIRECTLY INVOLVES PARENTS, WITH FAMILY FOCUS INVOLVEMENT BEGINNING AT NICU ADMISSION. THE PRIMARY AIM IS TO INCREASE POSITIVE TOUCH FOR ALL ELIGIBLE INFANTS WITHIN 72 HOURS OF ADMISSION. SECONDARY SIMS INCLUDE INCREASING THE PERCENTAGE OF ELIGIBLE INFANTS WHO RECEIVE SKIN TO SKIN CARE WITHIN THE FIRST WEEK OF LIFE, DECREASE THE TIME FROM BIRTH TO FIRST SKIN TO SKIN ENCOUNTER, DECREASE NOXIOUS STIMULI AND TO INCREASE FAMILY SELF-PERCEIVED COMPETENCE IN CARE AT THE TIME OF DISCHARGE.THE DEPARTMENT OF HEALTH CARE SERVICES (DHCS) HAS REVIEWED ALL OF JOHN MUIR HEALTH'S SUBMISSION, INCLUDING PLANS OF CORRECTIONS AND DETERMINED JMH ADEQUATELY ADDRESSED ALL DEFICIENCIES. EFFECTIVE AUGUST 18, 2023, DHCS HAS APPROVED JMH'S APPLICATION TO CONTINUE AS A CALIFORNIA CHILDREN'S SERVICES (CCS) PEDIATRIC INTENSIVE CARE UNIT.

    Expenses $148,883,356 · Revenue $217,102,199

  • OTHER SERVICES OFFERED AT JOHN MUIR HEALTH (JMH) ARE:REHABILITATION SERVICES BOTH INPATIENT AND OUTPATIENT COMBINED, CONTINUE TO SEE UPWARD TREND IN PATIENT VISIT VOLUMES, ALL THE WHILE MAINTAINING HIGH QUALITY REHABILITATION CARE. JMH'S OUTPATIENT THERAPY DIVISION SAW OVER 96,000 VISITS IN SERVING THE AMBULATORY COMMUNITY IN EAST COUNTY. JMH PLACED PARTICULAR EMPHASIS THIS PAST YEAR IN SERVING THE PEDIATRIC AND YOUTH SPORTS MEDICINE PATIENT POPULATION. INPATIENT REHABILITATION IMPLEMENTED PROGRAMS OF EARLY MOBILITY AND THERAPY EFFICIENCY PROGRAMS TO HELP IMPROVE PATIENT HOSPITAL THROUGHPUT AT BOTH CAMPUSES. JMH'S INPATIENT REHABILITATION UNIT (IRF) ADMITTED 518 PATIENTS IN 2023 (23% INCREASE FROM 2022), WITH STROKE REPRESENTING THE HIGHEST ADMITTING DIAGNOSIS AT 42.1%; FOLLOWED BY SPINAL CORD INJURY AT 17.4%, BRAIN INJURY AT 9.8%. THE AVERAGE LENGTH OF STAY IN 2023 WAS 13.8 DAYS. 2023 DISCHARGE DISPOSITION TO COMMUNITY WAS 85.5%. JMH CONTINUED TO EXCEED REGIONAL AND NATIONAL OUTCOMES FOR MEDICARE QUALITY INDICATOR MEASURES AS PUBLISHED ON THE MEDICARE CARE COMPARE WEBSITE FOR PERIOD 7/1/22-6/30/23 IN AREAS OF SKIN INTEGRITY-PRESSURE ULCER/INJURY, AND FOR FALLS. NEUROPSYCHOLOGY SERVICES ADDED A NEW CLINICIAN IN 2023 TO BETTER SERVE THE ACUTE REHABILITATION UNIT AND COVER MORE OUTPATIENT REFERRAL VOLUMES.ONCOLOGY AND SPECIALTY SERVICESBELOW IS THE SUMMARY OF SOME OF ONCOLOGY AND SPECIALTY SERVICES ACCOMPLISHMENTS IN 2023:- JMH'S GENETIC COUNSELING PROGRAM HAS HAD AN INCREASE IN PATIENT VOLUME AND TO HELP WITH TURNAROUND TIME OF BEING SEEN, AN ADDITIONAL GENETIC COUNSELOR WAS HIRED.- THE BREAST PROGRAM OBTAINED A GRANT THAT WILL PAY FOR MRI SERVICE FOR THE UNDERSERVED. PATIENTS THAT GO THROUGH EVERY WOMEN COUNTS PROGRAM WILL BE ABLE TO RECEIVE MRI SERVICES UNTIL DECEMBER 2024.- JMH HAS BEEN AWARDED A FULL THREE-YEAR REACCREDITATION STATUS BY THE NATIONAL ACCREDITATION FOR BREAST CENTERS.- JMH CONTINUES TO PROVIDE ANNUAL PROSTATE SCREENING EVENTS AND IN 2023 SCREENED 33 PATIENTS.DIGESTIVE HEALTH SERVICES 2023 ACCOMPLISHMENTS:THE ENDOSCOPY DEPARTMENT AT THE WALNUT CREEK HAS UPGRADED TO THE NEWEST TECHNOLOGIES TO TEST AND EVALUATES ESOPHAGEAL MOTILITY DISORDERS AND GASTROESOPHAGEAL REFLUX. THESE INCLUDE NEWEST SOFTWARE FOR HIGH RESOLUTION MANOMETRY (HRM) AND ENDOFLIP (ENDOLUMINAL FUNCTIONAL LUMEN IMAGING PROBE) SYSTEM. HRM MEASURES PRESSURES IN THE ESOPHAGUS DURING SWALLOWING TO DIAGNOSE ESOPHAGEAL MOTILITY DISORDERS. ENDOFLIP IS USED ALONGSIDE UPPER ENDOSCOPY IN THE EVALUATION OF PATIENTS BEFORE OR DURING PATIENTS UNDERGOING PERORAL ENDOSCOPIC MYOTOMY (POEM) PROCEDURES PERFORMED BY INTERVENTIONAL GASTROENTEROLOGIST AS AN ENDOSCOPIC ALTERNATIVE TO THE SURGICAL HELLER MYOTOMY.

    Expenses $404,883,172 · Grants $147,775,868 · Revenue $468,649,027

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jay Harris

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • Roger Bailey

    VICE CHAIRMAN

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • John Sayres

    SECRETARY & TREASURER

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Kathleen Odne

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Laura Markstein

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Jack Thompson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • Anne Grodin

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Peter Wilson

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Fatima Angeles

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Vivian Wing MD

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Chinnavuth De Monteiro MD

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Ravi Hundal MD

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Carolyn Lacey MD

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Mark Musco MD

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Johannes Joe Peters MD

    DIRECTOR

    Total calculated
    $18,750
    From this org
    $18,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Michael S Thomas

    PRESIDENT/CEO

    Total calculated
    $2,591,857
    From this org
    $1,725,770
    From related orgs
    $0
    Other
    $866,087
    Hours/week
    60 + 15 related

    Schedule J breakdown matched by us

    Base
    $1,330,906
    Bonus
    $369,194
    Other
    $25,670
    Deferred
    $841,902
    Nontaxable benefits
    $24,185
    Filer's total
    $2,591,857

  • Christian Pass

    SVP/CFO (THRU 2/10/23)

    Total calculated
    $387,547
    From this org
    $375,567
    From related orgs
    $0
    Other
    $11,980
    Hours/week
    60 + 15 related

    Schedule J breakdown matched by us

    Base
    $112,375
    Bonus
    $253,174
    Other
    $10,018
    Deferred
    $6,623
    Nontaxable benefits
    $5,357
    Filer's total
    $387,547

  • Melinda Estep

    SVP/CFO (AS OF 8/14/23)

    Total calculated
    $388,187
    From this org
    $321,729
    From related orgs
    $0
    Other
    $66,458
    Hours/week
    60 + 15 related

    Schedule J breakdown matched by us

    Base
    $252,692
    Bonus
    $0
    Other
    $69,037
    Deferred
    $61,737
    Nontaxable benefits
    $4,721
    Filer's total
    $388,187

  • Max Reynolds

    SVP/GENERAL COUNSEL

    Total calculated
    $1,447,999
    From this org
    $735,844
    From related orgs
    $0
    Other
    $712,155
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $573,497
    Bonus
    $151,273
    Other
    $11,074
    Deferred
    $692,099
    Nontaxable benefits
    $20,056
    Filer's total
    $1,447,999

  • Jane Willemsen

    CHIEF OPERATING OFFICER

    Total calculated
    $2,017,486
    From this org
    $1,481,379
    From related orgs
    $0
    Other
    $536,107
    Hours/week
    60 + 12 related

    Schedule J breakdown matched by us

    Base
    $1,060,000
    Bonus
    $381,870
    Other
    $39,509
    Deferred
    $510,071
    Nontaxable benefits
    $26,036
    Filer's total
    $2,017,486

  • Lisa Foust

    SVP HUMAN RESOURCES

    Total calculated
    $1,521,470
    From this org
    $1,230,818
    From related orgs
    $0
    Other
    $290,652
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $581,928
    Bonus
    $629,191
    Other
    $19,699
    Deferred
    $255,389
    Nontaxable benefits
    $35,263
    Filer's total
    $1,521,470

  • George Sauter

    SVP/CHIEF STRATEGY OFFICER

    Total calculated
    $1,397,832
    From this org
    $703,265
    From related orgs
    $0
    Other
    $694,567
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $535,073
    Bonus
    $144,595
    Other
    $23,597
    Deferred
    $677,504
    Nontaxable benefits
    $17,063
    Filer's total
    $1,397,832

  • Michelle Lopes RN

    SVP HOSPITAL OPERATIONS

    Total calculated
    $1,308,617
    From this org
    $626,631
    From related orgs
    $0
    Other
    $681,986
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $485,932
    Bonus
    $121,578
    Other
    $19,121
    Deferred
    $664,423
    Nontaxable benefits
    $17,563
    Filer's total
    $1,308,617

  • Russell Rodriguez

    SVP/CHIEF MEDICAL OFFICER

    Total calculated
    $1,155,910
    From this org
    $883,579
    From related orgs
    $0
    Other
    $272,331
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $694,177
    Bonus
    $182,148
    Other
    $7,254
    Deferred
    $238,522
    Nontaxable benefits
    $33,809
    Filer's total
    $1,155,910

  • Paul Deeringer

    SVP/CSO (AS OF 5/7/23)

    Total calculated
    $898,928
    From this org
    $652,214
    From related orgs
    $0
    Other
    $246,714
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $506,604
    Bonus
    $132,471
    Other
    $13,139
    Deferred
    $222,754
    Nontaxable benefits
    $23,960
    Filer's total
    $898,928

  • Calvin Knight

    FORMER PRESIDENT/CEO

    Total calculated
    $1,272,988
    From this org
    $1,272,988
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $498,840
    Other
    $774,148
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $1,272,988

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 · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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
HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES JOHN MUIR HEALTH PAYS UP TO 50% OF HEALTH CLUB DUES FOR EXECUTIVE DIRECTORS OF OPERATIONS, VICE PRESIDENTS AND ABOVE. THESE BENEFITS ARE TREATED AS TAXABLE INCOME TO THESE INDIVIDUALS.
PART-I LINE-4B
NON-QUALIFIED RETIREMENT PLANS RETIREMENT RESTORATION PLAN EMPLOYEES ELIGIBLE FOR THE RETIREMENT RESTORATION PLAN ARE EITHER SENIOR VICE PRESIDENT OR VICE PRESIDENT LEVEL EMPLOYEES. EMPLOYER CONTRIBUTIONS ARE MADE TO THE PLAN ON BEHALF OF ELIGIBLE EMPLOYEES. THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLAN BENEFIT IS REPORTED IN PART II, COLUMN C. VESTING FOR THE RESTORATION PLAN IS AT THE EARLIEST OF THE FOLLOWING: REACHING AGE 65 WITH AT LEAST THREE YEARS OF SERVICE, BECOMING TOTALLY AND PERMANENTLY DISABLED, INVOLUNTARY TERMINATION FOR ANY REASON OTHER THAN CAUSE, CHANGE OF CONTROL OF JOHN MUIR HEALTH, OR DEATH. RESTORATION PLAN BENEFITS ARE PAYABLE AND TAXABLE UPON VESTING. NO PLAN BENEFIT PAYMENTS WERE MADE DURING THE YEAR. THE FOLLOWING EXECUTIVES PARTICIPATED IN THE PLAN AND EARNED THE FOLLOWING BENEFIT DURING THE YEAR: MAX REYNOLDS $54,411 GEORGE SAUTER $64,618 LISA FOUST $84,001 RUSSELL RODRIGUEZ $47,003 MICHELLE LOPES $98,596 PAUL DEERINGER $42,229 SUPPLEMENTAL EXECUTIVE PLAN EMPLOYEES ELIGIBLE FOR THE SUPPLEMENTAL EXECUTIVE PLAN ARE EITHER CEO, CFO, COO OR EVP OF JOHN MUIR HEALTH, CEO OR CAO OF JOHN MUIR PHYSICIAN NETWORK OR FORMER EMPLOYEES THAT PREVIOUSLY HELD ONE OF THOSE POSITIONS, AND CURRENT EMPLOYEES THAT PREVIOUSLY HELD ONE OF THOSE POSITIONS. EMPLOYER CONTRIBUTIONS ARE MADE TO THE PLAN ON BEHALF OF ELIGIBLE EMPLOYEES. THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLAN BENEFIT IS REPORTED IN PART II, COLUMN C. VESTING FOR THE SUPPLEMENTAL EXECUTIVE PLAN IS AT THE EARLIEST OF THE FOLLOWING: REACHING AGE 65 WITH AT LEAST THREE YEARS OF SERVICE, BECOMING DISABLED, INVOLUNTARY TERMINATION FOR ANY REASON OTHER THAN CAUSE, TERMINATION UPON CHANGE OF CONTROL OF JOHN MUIR HEALTH, OR DEATH. BENEFITS ARE PAYABLE AND TAXABLE UPON VESTING. THE FOLLOWING EXECUTIVES PARTICIPATED IN THE PLAN AND EARNED THE FOLLOWING BENEFIT DURING THE TAX YEAR: CHRISTIAN PASS $6,623 JANE WILLEMSEN $50,532 MICHAEL THOMAS $155,821

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • JOHN MUIR MAGNETIC IMAGING

    RELATED · DIAG IMAGING · CA · 90% owned · share of income $2,947,910 · share of assets $4,628,588 · general or managing partner

    Directly controlled by JM HEALTH

  • BAY AREA SURGICAL VENTURES

    RELATED · MED SERVICES · CA · 53.5% owned · share of income $1,337,108 · share of assets $2,377,792

    Directly controlled by JM HEALTH

  • WALNUT CREEK CANCER CENTER

    RELATED · MED SERVICES · CA · 60% owned · share of income $5,282,007 · share of assets $18,326,415

    Directly controlled by JM HEALTH

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • JOHN MUIRMT DIABLO PARENT COMPANY

    C · INACTIVE · CA · 100% owned · controlled entity

    Directly controlled by JM HEALTH

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202423199349316352

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

The source document this was parsed from is served over the API, which is where bulk and document access live.