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Nonprofiteer
← PHOEBE PHYSICIAN GROUP INC

Form 990 for tax year 2022

Filed by PHOEBE PHYSICIAN GROUP INC.

Totals

Total revenue
$223,583,288
Total expenses
$223,583,288
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$98,585,959
Investment income
$40,082
Other revenue
$124,957,247
Total assets, end of year
$41,840,476
Total liabilities, end of year
$44,233,713
Net assets or fund balances, end of year
-$2,393,237
Program services expenses (Part IX)
$188,758,760
Management and general expenses
$34,824,528
Fundraising expenses
$0
Program service expenses (Part III)
$188,758,760

Program services were 84.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHIRAG JANI MD

    BOARD MBR/PH

    Total calculated
    $1,889,041
    From this org
    $1,842,489
    From related orgs
    $0
    Other
    $46,552
    Hours/week
    41 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,666,500
    Bonus
    $155,255
    Other
    $20,734
    Deferred
    $5,829
    Nontaxable benefits
    $40,723
    Filer's total
    $1,889,041

  • DANIEL MARTIN MD

    BOARD MBR/PH

    Total calculated
    $1,687,048
    From this org
    $1,648,017
    From related orgs
    $0
    Other
    $39,031
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $1,317,168
    Bonus
    $310,551
    Other
    $20,298
    Deferred
    $8,550
    Nontaxable benefits
    $30,481
    Filer's total
    $1,687,048

  • JOSE TONGOL MD

    PHYSICIAN

    Total calculated
    $1,654,008
    From this org
    $1,617,446
    From related orgs
    $0
    Other
    $36,562
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $983,402
    Bonus
    $611,101
    Other
    $22,943
    Deferred
    $8,550
    Nontaxable benefits
    $28,012
    Filer's total
    $1,654,008

  • JOHN FENNESSY MD

    PHYSICIAN

    Total calculated
    $1,604,403
    From this org
    $1,557,880
    From related orgs
    $0
    Other
    $46,523
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,008,879
    Bonus
    $516,882
    Other
    $32,119
    Deferred
    $8,550
    Nontaxable benefits
    $37,973
    Filer's total
    $1,604,403

  • SCOTT STEINER

    BD MEM/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

  • LAMAR HOUSTON MOREE JR MD

    VICE-CHAIR/P

    Total calculated
    $1,410,314
    From this org
    $1,382,335
    From related orgs
    $0
    Other
    $27,979
    Hours/week
    51 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,114,932
    Bonus
    $259,930
    Other
    $7,473
    Deferred
    $8,550
    Nontaxable benefits
    $19,429
    Filer's total
    $1,410,314

  • TROY SKIDMORE MD

    PHYSICIAN

    Total calculated
    $1,364,681
    From this org
    $1,322,464
    From related orgs
    $0
    Other
    $42,217
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $975,794
    Bonus
    $312,469
    Other
    $34,201
    Deferred
    $8,550
    Nontaxable benefits
    $33,667
    Filer's total
    $1,364,681

  • KIMBERLY S BROWN MD

    PHYSICIAN

    Total calculated
    $1,325,352
    From this org
    $1,293,477
    From related orgs
    $0
    Other
    $31,875
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,270,675
    Bonus
    not reported
    Other
    $22,802
    Deferred
    $8,550
    Nontaxable benefits
    $23,325
    Filer's total
    $1,325,352

  • BRIAN CHURCH

    BD MEMB/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

  • WAEL AZER MD

    PHYSICIAN

    Total calculated
    $1,019,080
    From this org
    $998,385
    From related orgs
    $0
    Other
    $20,695
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $615,912
    Bonus
    $195,691
    Other
    $186,782
    Deferred
    $7,766
    Nontaxable benefits
    $12,929
    Filer's total
    $1,019,080

  • SURESH LAKHANPAL MD

    BOARD MBR/PP

    Total calculated
    $960,037
    From this org
    $0
    From related orgs
    $771,755
    Other
    $188,282
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $663,344 related
    Bonus
    not reported + $85,469 related
    Other
    not reported + $22,942 related
    Deferred
    not reported + $148,446 related
    Nontaxable benefits
    not reported + $39,836 related
    Filer's total
    not reported + $960,037 related

  • MARK COHEN MD

    BOARD MBR/PH

    Total calculated
    $804,773
    From this org
    $773,108
    From related orgs
    $0
    Other
    $31,665
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $766,030
    Bonus
    not reported
    Other
    $7,078
    Deferred
    $8,550
    Nontaxable benefits
    $23,115
    Filer's total
    $804,773

  • SANJAY MUNIREDDY MD

    BOARD MBR/PH

    Total calculated
    $747,783
    From this org
    $702,115
    From related orgs
    $0
    Other
    $45,668
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $695,591
    Bonus
    $5,680
    Other
    $844
    Deferred
    $7,695
    Nontaxable benefits
    $37,973
    Filer's total
    $747,783

  • KATHERINE HUDSON MD

    BOARD MBR/PH

    Total calculated
    $669,356
    From this org
    $555,614
    From related orgs
    $65,670
    Other
    $48,072
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $348,696 + $62,198 related
    Bonus
    $12,495
    Other
    $194,423 + $3,472 related
    Deferred
    $8,015 + $2,015 related
    Nontaxable benefits
    $24,686 + $13,356 related
    Filer's total
    $588,315 + $81,041 related

  • RICHARD BOWE MD

    CHAIR/PHYSIC

    Total calculated
    $659,912
    From this org
    $630,719
    From related orgs
    $0
    Other
    $29,193
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $602,150
    Bonus
    $5,396
    Other
    $23,173
    Deferred
    $8,550
    Nontaxable benefits
    $20,643
    Filer's total
    $659,912

  • 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

  • JASON LANGER DO FACS FACOS

    BOARD MBR/PH

    Total calculated
    $536,263
    From this org
    $511,623
    From related orgs
    $0
    Other
    $24,640
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $429,904
    Bonus
    $81,304
    Other
    $415
    Deferred
    $8,550
    Nontaxable benefits
    $16,090
    Filer's total
    $536,263

  • DEREK HEARD MD

    BOARD MBR/PH

    Total calculated
    $399,264
    From this org
    $363,767
    From related orgs
    $0
    Other
    $35,497
    Hours/week
    41 + 1 related

    Schedule J breakdown matched by us

    Base
    $270,972
    Bonus
    $71,984
    Other
    $20,811
    Deferred
    $4,762
    Nontaxable benefits
    $30,735
    Filer's total
    $399,264

  • MATTHEW ROBERTSON

    CAO

    Total calculated
    $352,481
    From this org
    $306,462
    From related orgs
    $0
    Other
    $46,019
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $273,974
    Bonus
    $32,063
    Other
    $425
    Deferred
    $5,427
    Nontaxable benefits
    $40,592
    Filer's total
    $352,481

  • WILLIAM PEAVY FRICKS JR MD

    BOARD MBER/P

    Total calculated
    $347,249
    From this org
    $300,726
    From related orgs
    $0
    Other
    $46,523
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $286,228
    Bonus
    $14,042
    Other
    $456
    Deferred
    $8,550
    Nontaxable benefits
    $37,973
    Filer's total
    $347,249

  • JAY SHARPE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 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, 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

  • 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)

SCHEDULE J, PAGE 1, PART I, LINE 4
SCOTT STEINER 0 228,125 0 BRIAN CHURCH 0 131,572 0 SURESH LAKHANPAL, M.D. 0 139,896 0 DAWN BENSON 0 66,712 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

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.

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
202421699349300707

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