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Nonprofiteer
← PHOEBE WORTH MEDICAL CENTER INC

Form 990 for tax year 2022

Filed by PHOEBE WORTH MEDICAL CENTER INC.

Totals

Total revenue
$24,717,258
Total expenses
$20,904,699
Contributions and grants received
$1,233,382
Grants paid
$45,619
Program service revenue
$23,006,538
Investment income
$9,069
Other revenue
$468,269
Total assets, end of year
$19,105,949
Total liabilities, end of year
$15,503,209
Net assets or fund balances, end of year
$3,602,740
Program services expenses (Part IX)
$16,349,771
Management and general expenses
$4,554,928
Fundraising expenses
$0
Program service expenses (Part III)
$16,349,771

Program services were 78.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SCOTT STEINER

    BD MBR/PPHS

    Total calculated
    $1,456,378
    From this org
    $0
    From related orgs
    $1,185,685
    Other
    $270,693
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    not reported + $879,828 related
    Bonus
    not reported + $285,000 related
    Other
    not reported + $20,857 related
    Deferred
    not reported + $236,675 related
    Nontaxable benefits
    not reported + $34,018 related
    Filer's total
    not reported + $1,456,378 related

  • JOE AUSTIN

    PPMH CEO

    Total calculated
    $1,134,344
    From this org
    $0
    From related orgs
    $1,097,950
    Other
    $36,394
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $377,686 related
    Bonus
    not reported + $85,164 related
    Other
    not reported + $635,100 related
    Deferred
    not reported + $8,550 related
    Nontaxable benefits
    not reported + $27,844 related
    Filer's total
    not reported + $1,134,344 related

  • BRIAN CHURCH

    BD MBR/PPHS

    Total calculated
    $1,021,427
    From this org
    $0
    From related orgs
    $843,332
    Other
    $178,095
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    not reported + $624,591 related
    Bonus
    not reported + $198,679 related
    Other
    not reported + $20,062 related
    Deferred
    not reported + $140,122 related
    Nontaxable benefits
    not reported + $37,973 related
    Filer's total
    not reported + $1,021,427 related

  • DAWN BENSON

    SVP- GENERAL

    Total calculated
    $655,056
    From this org
    $0
    From related orgs
    $579,794
    Other
    $75,262
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    not reported + $425,246 related
    Bonus
    not reported + $66,712 related
    Other
    not reported + $87,836 related
    Deferred
    not reported + $75,262 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $655,056 related

  • KIM GILMAN

    CEO/CNO

    Total calculated
    $382,793
    From this org
    $0
    From related orgs
    $306,055
    Other
    $76,738
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $244,871 related
    Bonus
    not reported + $39,580 related
    Other
    not reported + $21,604 related
    Deferred
    not reported + $60,183 related
    Nontaxable benefits
    not reported + $16,555 related
    Filer's total
    not reported + $382,793 related

  • KELLY DORMINEY

    TEAM LEAD/AC

    Total calculated
    $212,189
    From this org
    $178,283
    From related orgs
    $0
    Other
    $33,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,252
    Bonus
    $26,810
    Other
    $221
    Deferred
    $5,506
    Nontaxable benefits
    $28,400
    Filer's total
    $212,189

  • CANDACE GUARNIERI

    CFO

    Total calculated
    $203,355
    From this org
    $0
    From related orgs
    $165,419
    Other
    $37,936
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $147,674 related
    Bonus
    not reported + $17,630 related
    Other
    not reported + $115 related
    Deferred
    not reported + $4,701 related
    Nontaxable benefits
    not reported + $33,235 related
    Filer's total
    not reported + $203,355 related

  • BENJAMIN LEE HUDSON

    PHARMACIST

    Total calculated
    $185,986
    From this org
    $155,630
    From related orgs
    $0
    Other
    $30,356
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,906
    Bonus
    $600
    Other
    $124
    Deferred
    $4,419
    Nontaxable benefits
    $25,937
    Filer's total
    $185,986

  • STACEY BARBEE

    DIR BUS/CLIN

    Total calculated
    $138,315
    From this org
    $0
    From related orgs
    $110,942
    Other
    $27,373
    Hours/week
    40

  • MARY AMY

    RN

    Total calculated
    $137,452
    From this org
    $121,449
    From related orgs
    $0
    Other
    $16,003
    Hours/week
    40

  • TAMMY HOLLOWAY

    RN/TEAM LEAD

    Total calculated
    $136,923
    From this org
    $122,134
    From related orgs
    $0
    Other
    $14,789
    Hours/week
    40

  • LAURIE MARTIN

    PHYSICAL THE

    Total calculated
    $135,883
    From this org
    $131,945
    From related orgs
    $0
    Other
    $3,938
    Hours/week
    40

  • GRACE DAVIS MD

    BOARD MEMBER

    Total calculated
    $121,360
    From this org
    $0
    From related orgs
    $121,360
    Other
    $0
    Hours/week
    1 + 40 related

  • JOHNNY COCHRAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARY KING GIVENS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN A NESMITH JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DON MONK

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRIS SHIPP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SHIRLEY THOMAS

    BD MEMBER(LE

    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, 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 4
SCOTT STEINER 0 228,125 0 JOE AUSTIN 165,960 0 0 BRIAN CHURCH 0 131,572 0 DAWN BENSON 0 66,712 0 KIM GILMAN 0 52,774 0
SCHEDULE J, PART III
SCHEDULE J, PART I, LINE 4 - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: DEFERRED COMPENSATION PLAN 457(B): THE DEFERRED COMPENSATION PLAN IS AN ADDITIONAL RETIREMENT PLAN OFFERED THROUGH PHOEBE PUTNEY. THE 457(B) PLAN IS AN ELIGIBLE DEFERRED COMPENSATION PLAN THAT ALLOWS ONE TO DEFER ADDITIONAL DOLLARS TOWARDS RETIREMENT. HIGHLIGHTS INCLUDE: O NOT LIMITED BY THE AMOUNTS DEFERRED INTO THE PHOEBE 403(B) O PLAN IS SUBJECT TO ANNUAL DEFERRAL LIMITS SET BY THE IRS O PER IRS REGULATIONS, EACH PARTICIPANT IS A GENERAL UNSECURED CREDITOR OF THE PLAN SPONSOR. AN ELIGIBLE EMPLOYEE IS ONE WHO IS DETERMINED BY THE EMPLOYER TO BE A MEMBER OF A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITHIN THE MEANING OF SECTIONS 201(2), 301(A)(3), AND 401(A)(1) OF ERISA. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) 457(F): PPHS RELIES ON AN INDEPENDENT COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, SURVEYS, WELL DOCUMENTED METHODS AND BOARD APPROVAL TO ESTABLISH TOTAL COMPENSATION OF THE CEO AND EXECUTIVE OFFICERS. CERTAIN BOARD APPROVED EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN A SERP THAT PROVIDES CERTAIN DEFINED ANNUAL PAY CREDITS THAT ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE PURPOSE OF THE SERP IS TO PROVIDE A LONG-TERM INCENTIVE AND RETIREMENT BENEFIT FOR AFFECTED EXECUTIVES CONSISTENT WITH THE BENEFIT AVAILABLE TO EMPLOYEES NOT IMPACTED BY IRS COMPENSATION LIMITS ON DEFINED BENEFIT PLANS. THE AMOUNTS REPORTED AS SUPPLEMENTAL EXECUTIVE RETIREMENT COMPENSATION FOR ELIGIBLE EMPLOYEES IN SCHEDULE J REPRESENT CREDITED, BUT NOT VESTED, BENEFITS, AND THE AMOUNTS ARE AVAILABLE IN FUTURE PERIODS TO THE EMPLOYEE SUBJECT TO CONTINUING EMPLOYMENT. PPHS MAINTAINS OWNERSHIP OF THE FUNDS ALLOCATED TO EACH PARTICIPANT UNTIL VESTING AND PAYMENT. FOR A PARTICIPANT IN THE SERP PRIOR TO 1/1/2017 (A "GRANDFATHERED PARTICIPANT"), WITH PAY CREDITS FOR PLAN YEARS BEGINNING PRIOR TO 1/1/2020, THE INITIAL VESTING DATE WILL OCCUR ON THE DATE THE PARTICIPANT ATTAINS FIVE YEARS OF PARTICIPATION UNDER THE PLAN. AFTER THE INITIAL VESTING DATE, A GRANDFATHERED PARTICIPANT SHALL HAVE A NEW VESTING DATE ONCE EVERY 5 YEARS. THESE ADDITIONAL VESTING DATES WILL OCCUR ON THE 5TH ANNIVERSARY OF EACH VESTING DATE AFTER THE INITIAL VESTING DATE. ON EACH VESTING DATE, A GRANDFATHERED PARTICIPANT WILL BECOME 100% VESTED IN AN AMOUNT EQUAL TO THE PARTICIPANT'S ACCOUNT BALANCE REDUCED BY ANY PAY CREDITS CREDITED TO THE ACCOUNT FOR THE 2 MOST RECENT PLAN YEARS. GRANDFATHERED PARTICIPANTS WITH PAY CREDITS FOR PLAN YEARS BEGINNING ON OR AFTER 1/1/2020, EACH YEAR'S ANNUAL PAY CREDIT PLUS SUBSEQUENT EARNINGS AND/OR LOSSES WILL VEST AFTER 5 YEARS OF CONTINUOUS EMPLOYMENT. EACH CONTRIBUTION IS SUBJECT TO A SEPARATE AND INDEPENDENT 5 YEAR CONTINUOUS EMPLOYMENT REQUIREMENT. FOR PARTICIPANTS INITIALLY PARTICIPATING IN THE SERP AFTER 12/31/2016 (A "CONTEMPORARY PARTICIPANT"), EACH YEAR'S ANNUAL PAY CREDIT PLUS SUBSEQUENT EARNINGS AND/OR LOSSES WILL 100% VEST ON THAT PAY CREDITS' 5TH ANNIVERSARY, PROVIDED THAT THE PARTICIPANT REMAINS IN THE CONTINUOUS EMPLOYMENT THROUGHOUT THE 5-YEAR PERIOD FOR EACH ANNUAL PAY CREDIT. IF ANY ELIGIBLE PARTICIPANT ATTAINS NORMAL RETIREMENT AGE PRIOR TO SEPARATION FROM SERVICE, THEY SHALL VEST IN 100% OF THE ACCOUNT BALANCE. ONCE VESTED, EACH PARTICIPANT SHALL RECEIVE A DISTRIBUTION OF THEIR ENTIRE VESTED AMOUNT WITHIN A REASONABLE PERIOD NOT TO EXCEED 2.5 MONTHS. THIS DISTRIBUTION IS TREATED AS REPORTABLE COMPENSATION TO THE PARTICIPANT AND IS INCLUDED IN PART II, COLUMN B(III). THEREFORE, PART II, COLUMN B(III) INCLUDES PRIOR YEAR SERP DEFERRALS PREVIOUSLY REPORTED IN PART II, COLUMN C. ANY DISTRIBUTION AMOUNT INCLUDED IN PART II, COLUMN B(III) THAT WAS PREVIOUSLY REPORTED IN PRIOR PERIODS AS DEFERRED COMPENSATION IN PART II, COLUMN C IS DISCLOSED IN PART II, COLUMN F. SCHEDULE J, PART II, COLUMN B(II) CERTAIN EXECUTIVE OFFICERS AND PHYSICIANS ARE ELIGIBLE FOR BONUS/INCENTIVE PAYMENTS. THESE BONUSES ARE DETERMINED BASED ON THE ACHIEVEMENT OF VARIOUS ORGANIZATIONAL AND PERSONAL PERFORMANCE GOALS ESTABLISHED BY A FORMAL PROCESS IN KEEPING WITH THE ORGANIZATION'S TAX-EXEMPT STATUS. COMPENSATION PROCESS FOR TOP OFFICIAL AS DETERMINED BY PPHS THE ORGANIZATION'S FORMAL PROCESS FOR DETERMINING TOTAL COMPENSATION FOR THE CEO IS INTENDED TO PROVIDE REASONABLE COMPENSATION FOR ACCOMPLISHING THE ORGANIZATION'S MISSION, ACHIEVE ITS STRATEGIC GOALS, TO RECOGNIZE PERFORMANCE, AND TO OPERATE IN KEEPING WITH THE ORGANIZATION'S OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE OF THE PPHS'S BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE COMPENSATION OF THE CEO. THE COMMITTEE RETAINS A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT COMPETITIVE MARKET ANALYSIS OF THE MARKET RANGES OF BASE, INCENTIVE AND TOTAL CASH COMPENSATION. THE INFORMATION THE COMMITTEE MAY CONSIDER CAN INCLUDE BUT IS NOT LIMITED TO THE PERFORMANCE OF AN INDIVIDUAL, THE PERFORMANCE OF THE ORGANIZATION, AN INDIVIDUAL'S LENGTH OF SERVICE, CREDENTIALS AND EXPERIENCE, THE ELEMENTS OF TOTAL COMPENSATION AND SALARY HISTORY, THE ORGANIZATION'S COMPENSATION TARGETS, AND COMPARABILITY DATA, INCLUDING THE DATA PREPARED BY THE INDEPENDENT CONSULTANT AND REVIEWED WITH THE COMMITTEE. THE COMMITTEE INCORPORATES A FORMAL PERFORMANCE APPRAISAL PROCESS IN THE CEO COMPENSATION REVIEW. IT UTILIZES A MULTI-PERSPECTIVE APPROACH AND PERFORMANCE MEASURES WHICH ARE LINKED TO THE ORGANIZATION'S LONG-TERM STRATEGIC PLAN AND ACHIEVEMENT OF ANNUAL SYSTEM OBJECTIVES. THE CEO IS NOT PRESENT WHEN THE COMMITTEE DISCUSSES AND ESTABLISHES HIS COMPENSATION.

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.

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
3 June 2024
IRS schema version
2022v5.0
Source object
202411669349301006

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