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Nonprofiteer
← JOHN MUIR HEALTH

Form 990 for tax year 2022

Filed by JOHN MUIR HEALTH.

Totals

Total revenue
$1,753,594,803
Total expenses
$1,806,196,589
Contributions and grants received
$28,050,686
Grants paid
$113,269,585
Program service revenue
$1,666,599,909
Investment income
$45,815,211
Other revenue
$13,128,997
Total assets, end of year
$3,323,424,314
Total liabilities, end of year
$1,236,241,704
Net assets or fund balances, end of year
$2,087,182,610
Program services expenses (Part IX)
$1,559,941,936
Management and general expenses
$246,254,653
Fundraising expenses
$0
Program service expenses (Part III)
$1,559,941,936

Program services were 86.4% 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

    $28,050,686

  • 2a · Program service revenue: PATIENT SERVICE REVENU

    total $1,613,396,230 · related or exempt $1,613,396,230

  • 2b · Program service revenue: PREMIUM REVENUE

    total $55,363,248 · related or exempt $55,363,248

  • 2c · Program service revenue: OTHER OPERATING REVENU

    total -$2,159,569 · related or exempt -$2,165,825 · unrelated business $6,256

  • 3 · Investment income

    total $30,299,790 · unrelated business -$324,612 · excluded $30,624,402

  • 6a · Gross rents

    real property $12,310,168

  • 6b · Less rental expenses

    real property $675,631

  • 6c · Rental income or loss

    real property $11,634,537

  • 6d · Net rental income or loss

    total $11,634,537 · excluded $11,634,537

  • 7a · Gross sales of assets other than inventory

    securities $341,735,721 · other assets $1,471,381

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

    securities $326,656,511 · other assets $1,035,170

  • 7c · Gain or loss

    securities $15,079,210 · other assets $436,211

  • 7d · Net gain or loss

    total $15,515,421 · excluded $15,515,421

  • 11a · Other revenue: REBATES AND REFUNDS

    total $1,053,476 · excluded $1,053,476

  • 11b · Other revenue: PROPERTY TAX REFUNDS

    total $426,602 · excluded $426,602

  • 11c · Other revenue: VENDING INCOME

    total $14,382 · excluded $14,382

  • 11e · Other revenue, total

    $1,494,460

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $113,269,585 · program services $113,269,585

  • 5 · Compensation of officers, directors and key employees

    total $16,647,120 · program services $14,736,713 · management and general $1,910,407

  • 7 · Other salaries and wages

    total $722,517,176 · program services $614,139,600 · management and general $108,377,576

  • 8 · Pension plan contributions

    total $31,945,548 · program services $25,556,438 · management and general $6,389,110

  • 9 · Other employee benefits

    total $98,597,087 · program services $86,765,437 · management and general $11,831,650

  • 10 · Payroll taxes

    total $46,918,865 · program services $40,819,413 · management and general $6,099,452

  • 11a · Fees: management

    total $151,595,541 · program services $128,856,210 · management and general $22,739,331

  • 11b · Fees: legal

    total $16,863,696 · program services $8,263,211 · management and general $8,600,485

  • 11c · Fees: accounting

    total $1,043,908 · program services $511,515 · management and general $532,393

  • 11d · Fees: lobbying

    total $272,791 · program services $272,791

  • 11f · Fees: investment management

    total $7,172,802 · management and general $7,172,802

  • 11g · Fees: other

    total $163,839,898 · program services $163,839,898

  • 13 · Office expenses

    total $15,398,584 · program services $12,792,541 · management and general $2,606,043

  • 14 · Information technology

    total $22,447,762 · program services $673,433 · management and general $21,774,329

  • 16 · Occupancy

    total $48,501,743 · program services $38,845,309 · management and general $9,656,434

  • 17 · Travel

    total $2,145,438 · program services $836,238 · management and general $1,309,200

  • 20 · Interest

    total $22,225,772 · program services $20,199,796 · management and general $2,025,976

  • 22 · Depreciation, depletion and amortization

    total $83,847,685 · program services $59,270,489 · management and general $24,577,196

  • 23 · Insurance

    total $9,559,741 · program services $5,257,858 · management and general $4,301,883

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $138,863,928 · program services $138,863,928

  • 24b · Other expenses: UNCOLLECTIBLE ACCOUNTS

    total $34,239,522 · program services $34,239,522

  • 24c · Other expenses: PHARMACEUTICALS

    total $33,726,086 · program services $33,726,086

  • 24d · Other expenses: OTHER EXPENSES

    total $14,201,999 · program services $11,052,194 · management and general $3,149,805

  • 24e · All other expenses

    total $10,354,312 · program services $7,153,731 · management and general $3,200,581

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

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

  • 2 · Savings and temporary cash investments

    beginning of year $113,782,230 · end of year $29,467,530

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $280,888,620 · end of year $241,429,079

  • 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 $10,799,840 · end of year $11,293,135

  • 9 · Prepaid expenses and deferred charges

    beginning of year $33,275,742 · end of year $31,725,253

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

    $2,102,538,826

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

    $1,104,187,046

  • 10c · Land, buildings and equipment, net

    beginning of year $896,599,318 · end of year $998,351,780

  • 11 · Investments: publicly traded securities

    beginning of year $1,320,825,590 · end of year $1,067,213,079

  • 12 · Investments: other securities

    beginning of year $565,866,579 · end of year $567,874,282

  • 13 · Investments: program-related

    beginning of year $174,167,579 · end of year $138,588,369

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $292,678,101 · end of year $237,468,405

  • 17 · Accounts payable and accrued expenses

    beginning of year $280,572,002 · end of year $329,564,071

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $89,044,426 · end of year $2,625,393

  • 20 · Tax-exempt bond liabilities

    beginning of year $588,895,371 · end of year $579,409,976

  • 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 $333,804,275 · end of year $324,642,264

  • 27 · Net assets without donor restrictions

    beginning of year $2,396,283,378 · end of year $2,086,507,602

  • 28 · Net assets with donor restrictions

    beginning of year $297,544 · end of year $675,008

Mission and programs · 2022

Mission

THE MISSION OF JOHN MUIR HEALTH IS TO IMPROVE 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.

Activities or mission (Part I)

JOHN MUIR HEALTH IS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION.

  • 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 2022 INCLUDE: (1) RECOGNITION OF JOHN MUIR HEALTH (JMH), WALNUT CREEK MEDICAL CENTER BY U.S. NEWS & WORLD REPORT FOR THE 16TH YEAR IN A ROW AS ONE OF "AMERICA'S BEST HOSPITALS". DIABETES & ENDOCRINOLOGY, OBSTETRICS & GYNECOLOGY, ORTHOPEDICS, AND PULMONOLOGY & LUNG SURGERY SERVICES AT THE WALNUT CREEK MEDICAL CENTER WERE RECOGNIZED AS AMONG THE TOP 50 IN THE UNITED STATES, (2) RECOGNITION BY U.S. NEWS & WORLD REPORT OF NINE SPECIALTIES COMBINED AND 27 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 #10 AND #17 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 493 HOSPITALS ( 11% OF THE HOSPITAL EVALUATED) TO ACHIEVE THIS DESIGNATION NATIONWIDE, (5) THE WALNUT CREEK MEDICAL CENTER WAS NAMED ONE OF AMERICA'S 100 BEST HOSPITALS FOR PULMONARY CARE BY HEALTHGRADES AND RECEIVED A CLINICAL EXCELLENCE AWARD FOR JOINT REPLACEMENT, AS WELL AS THE OUTSTANDING PATIENT EXPERIENCE AWARD, (6) THE CONCORD MEDICAL CENTER WAS RECOGNIZED BY HEALTHGRADES AS ONE OF AMERICA'S TOP 50 HOSPITALS FOR CARDIAC SURGERY FOR THE FOURTH STRAIGHT YEAR AND AMONG THE TOP 5 HOSPITALS FOR CARDIAC SURGERY IN CALIFORNIA. THE CONCORD MEDICAL CENTER ALSO RECEIVED A CLINICAL EXCELLENCE AWARD FOR JOINT REPLACEMENT, (7) COMBINED, THE TWO MEDICAL CENTERS HAD SEVEN FIVE-STAR RATINGS FROM HEALTHGRADES FOR SERVICES, PROCEDURES AND TREATMENTS, (8) NEWSWEEK RANKED THE WALNUT CREEK AND CONCORD MEDICAL CENTERS AS TWO OF THE BEST IN THE U.S. (#136 AND #169) (9) THE WALNUT CREEK MEDICAL CENTER RECEIVED AN "A" SAFETY GRADE FROM LEAPFROG IN SPRING 2022. THE CONCORD MEDICAL CENTER RECEIVED A "B" SAFETY GRADE FROM LEAPFROG IN SPRING 2022. (10) BOTH MEDICAL CENTERS ARE MAGNET RECOGNIZED FOR NURSING EXCELLENCE AND QUALITY PATIENT OUTCOMES. OUR PROGRAM EMPHASIS IN 2022 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 HEALTHCARE, MENTAL HEALTH SERVICES, FOOD, HOUSING AND VIOLENCE PREVENTION.

    Expenses $767,692,265 · Revenue $757,142,584

  • CARDIOVASCULAR IS THE SECOND LARGEST HOSPITAL-BASED SERVICE OF JOHN MUIR HEALTH. CARDIOVASCULAR ACHIEVEMENTS IN 2022 INCLUDES: FOR THE FIFTH YEAR IN A ROW, CONCORD MEDICAL CENTER WAS NAMED BY HEALTHGRADES AS "ONE OF AMERICA'S TOP 50 HOSPITALS FOR CARDIAC SURGERY". JMH'S CARDIAC SURGERY PROGRAM WAS ALSO RECOGNIZED AMONG THE TOP 5 IN THE STATE OF CALIFORNIA BY HEALTHGRADES. HEALTHGRADES' CARDIAC SURGERY SPECIALTY AWARD RECOGNIZES HOSPITALS WITH SUPERIOR CLINICAL OUTCOMES IN HEART BYPASS SURGERY AND HEART VALVE SURGERY. THIS DISTINCTION REPRESENTS THE TOP 1% OF HOSPITALS IN THE UNITED STATES. HEALTHGRADES AMERICA'S BEST HOSPITALS IS BASED SOLELY ON CLINICAL QUALITY OUTCOMES AND REWARDS HOSPITALS THAT CONSISTENTLY EXHIBIT EXCEPTIONAL, COMPREHENSIVE QUALITY CARE.JOHN MUIR HEALTH'S CARDIAC SURGERY PROGRAM WAS RECOGNIZED BY THE SOCIETY OF THORACIC SURGEONS AS "BETTER THAN EXPECTED" FOR CORONARY BYPASS GRAFT SURGERY AND MITRAL VALVE REPAIR + CABG OUTCOMES. 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 2022 IN AORTIC VALVE SURGERY, HEART ATTACK, HEART BYPASS SURGERY, HEART FAILURE, TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR). WALNUT CREEK MEDICAL CENTER WAS RATED AS HIGH-PERFORMING BY U.S. NEWS & WORLD REPORT IN 2022 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 WAS 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. STUDIES INDICATE BLUE DISTINCTION CENTERS HAVE BETTER OVERALL OUTCOMES AND LOWER COSTS FOR CERTAIN PROCEDURES WHEN COMPARED TO NON-DESIGNATED MEDICAL FACILITIES.

    Expenses $223,338,727 · Revenue $225,528,240

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $148,494,161 · Revenue $227,286,082

  • OTHER SERVICES OFFERED AT JOHN MUIR HEALTH ARE:

    Expenses $420,416,783 · Grants $113,269,585 · Revenue $456,636,747

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Kathleen Odne

    CHAIRMAN

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Jay Harris

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • John Sayres

    SECRETARY & TREASURER

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Laura Markstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • Roger Bailey

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Jack Thompson

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Anne Grodin

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Peter Wilson

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Fatima Angeles

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Taejoon Ahn MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Ravi Hundal MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Carolyn Lacey MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Mark Musco MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Chi Perlroth MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Johannes Peters MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • Calvin Knight

    CEO/DIR/PRES (THRU 09/30/22)

    Total calculated
    $3,903,609
    From this org
    $2,023,236
    From related orgs
    $0
    Other
    $1,880,373
    Hours/week
    60 + 15 related

    Schedule J breakdown matched by us

    Base
    $1,116,992
    Bonus
    $854,103
    Other
    $52,141
    Deferred
    $1,859,546
    Nontaxable benefits
    $20,827
    Filer's total
    $3,903,609

  • Michael S Thomas

    CEO/DIR/PRES (AS OF 09/25/22)

    Total calculated
    $2,787,002
    From this org
    $1,991,172
    From related orgs
    $0
    Other
    $795,830
    Hours/week
    60 + 15 related

    Schedule J breakdown matched by us

    Base
    $864,963
    Bonus
    $406,931
    Other
    $719,278
    Deferred
    $770,574
    Nontaxable benefits
    $25,256
    Filer's total
    $2,787,002

  • Christian Pass

    SENIOR VP/CFO

    Total calculated
    $1,461,960
    From this org
    $1,062,044
    From related orgs
    $0
    Other
    $399,916
    Hours/week
    60 + 15 related

    Schedule J breakdown matched by us

    Base
    $723,512
    Bonus
    $326,698
    Other
    $11,834
    Deferred
    $366,179
    Nontaxable benefits
    $33,737
    Filer's total
    $1,461,960

  • Max Reynolds

    SR VP/GENERAL COUNSEL

    Total calculated
    $979,471
    From this org
    $765,575
    From related orgs
    $0
    Other
    $213,896
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $557,612
    Bonus
    $196,589
    Other
    $11,374
    Deferred
    $195,742
    Nontaxable benefits
    $18,154
    Filer's total
    $979,471

  • Jane Willemsen

    EXEC VP/PRESIDENT HOSPITAL OPS

    Total calculated
    $2,614,834
    From this org
    $2,112,595
    From related orgs
    $0
    Other
    $502,239
    Hours/week
    60 + 12 related

    Schedule J breakdown matched by us

    Base
    $897,651
    Bonus
    $474,989
    Other
    $739,955
    Deferred
    $476,186
    Nontaxable benefits
    $26,053
    Filer's total
    $2,614,834

  • Lisa Foust

    SR VP HUMAN RESOURCES

    Total calculated
    $1,054,123
    From this org
    $782,359
    From related orgs
    $0
    Other
    $271,764
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $564,098
    Bonus
    $198,107
    Other
    $20,154
    Deferred
    $238,027
    Nontaxable benefits
    $33,737
    Filer's total
    $1,054,123

  • George Sauter

    SR VP/CHIEF STRATEGY OFFICER

    Total calculated
    $963,526
    From this org
    $741,976
    From related orgs
    $0
    Other
    $221,550
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $528,649
    Bonus
    $189,675
    Other
    $23,652
    Deferred
    $205,422
    Nontaxable benefits
    $16,128
    Filer's total
    $963,526

  • Michelle Lopes RN

    CHIEF NURSING EXECUTIVE

    Total calculated
    $857,316
    From this org
    $623,916
    From related orgs
    $0
    Other
    $233,400
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $448,156
    Bonus
    $158,000
    Other
    $17,760
    Deferred
    $213,244
    Nontaxable benefits
    $20,156
    Filer's total
    $857,316

  • Elizabeth Mahler MD

    VP/CHIEF VALUE BASED CARE

    Total calculated
    $808,507
    From this org
    $633,177
    From related orgs
    $0
    Other
    $175,330
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $488,308
    Bonus
    $126,356
    Other
    $18,513
    Deferred
    $160,724
    Nontaxable benefits
    $14,606
    Filer's total
    $808,507

  • Toson Boyo

    SR VP/HOSPITAL OPERATIONS

    Total calculated
    $765,249
    From this org
    $618,756
    From related orgs
    $0
    Other
    $146,493
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $448,379
    Bonus
    $158,079
    Other
    $12,298
    Deferred
    $137,610
    Nontaxable benefits
    $8,883
    Filer's total
    $765,249

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 $35,319 GEORGE SAUTER $51,677 LISA FOUST $75,588 MICHELLE LOPES $82,516 ELIZABETH MAHLER, M.D. $37,405 TOSON BOYO $6,821 SUPPLEMENTAL EXECUTIVE PLAN EMPLOYEES ELIGIBLE FOR THE SUPPLEMENTAL EXECUTIVE PLAN ARE EITHER CEO OF JOHN MUIR HEALTH, CEO OR CAO OF JOHN MUIR PHYSICIAN NETWORK, 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: CALVIN KNIGHT $577,408 JANE WILLEMSEN $85,166 MICHAEL THOMAS $392,230 CHRISTIAN PASS $103,855

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 $1,926,728 · share of assets $6,332,734 · general or managing partner

    Directly controlled by JM HEALTH

  • BAY AREA SURGICAL VENTURES

    RELATED · MED SERVICES · CA · 54% owned · share of income $953,022 · share of assets $538,607

    Directly controlled by JM HEALTH

  • WALNUT CREEK CANCER CENTER

    RELATED · MED SERVICES · CA · 60% owned · share of income -$1,454,495 · share of assets $8,260,983

    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
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323189349316262

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