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Nonprofiteer
← INTEGRIS AMBULATORY CARE CORPORATION

Form 990 for tax year 2023

Filed by INTEGRIS AMBULATORY CARE CORPORATION.

Totals

Total revenue
$275,071,334
Total expenses
$311,839,052
Contributions and grants received
$2,354,977
Grants paid
$355,715
Program service revenue
$272,357,198
Investment income
$5,855
Other revenue
$353,304
Total assets, end of year
$220,854,339
Total liabilities, end of year
$346,035,173
Net assets or fund balances, end of year
-$125,180,834
Program services expenses (Part IX)
$291,976,494
Management and general expenses
$19,862,558
Fundraising expenses
$0
Program service expenses (Part III)
$291,976,494

Program services were 93.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Timothy Pehrson

    Director & President/CEO

    Total calculated
    $2,666,600
    From this org
    $0
    From related orgs
    $2,426,478
    Other
    $240,122
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,261,559 related
    Bonus
    $0 + $903,360 related
    Other
    $0 + $261,559 related
    Deferred
    $0 + $233,113 related
    Nontaxable benefits
    $0 + $7,009 related
    Filer's total
    $0 + $2,666,600 related

  • Cathy O'Connor

    Director

    Total calculated
    $32,000
    From this org
    $0
    From related orgs
    $32,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Christopher Turner

    Director

    Total calculated
    $38,250
    From this org
    $0
    From related orgs
    $38,250
    Other
    $0
    Hours/week
    1 + 3 related

  • Frank Merrick

    Director

    Total calculated
    $31,000
    From this org
    $0
    From related orgs
    $31,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Georgianne Snowden MD

    Director

    Total calculated
    $36,175
    From this org
    $0
    From related orgs
    $36,175
    Other
    $0
    Hours/week
    1 + 3 related

  • Jim Couch

    Director

    Total calculated
    $34,250
    From this org
    $0
    From related orgs
    $34,250
    Other
    $0
    Hours/week
    1 + 3 related

  • Karla Marshall

    Director

    Total calculated
    $37,250
    From this org
    $0
    From related orgs
    $37,250
    Other
    $0
    Hours/week
    1 + 4 related

  • Linda Vytlacil PHD

    Director

    Total calculated
    $38,750
    From this org
    $0
    From related orgs
    $38,750
    Other
    $0
    Hours/week
    1 + 3 related

  • Mark Werner MD

    Director & Chairman

    Total calculated
    $46,500
    From this org
    $0
    From related orgs
    $46,500
    Other
    $0
    Hours/week
    1 + 3 related

  • Neal Hogan PHD

    Director & Vice Chairman

    Total calculated
    $36,000
    From this org
    $0
    From related orgs
    $36,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Nico Gomez

    Director

    Total calculated
    $38,750
    From this org
    $0
    From related orgs
    $38,750
    Other
    $0
    Hours/week
    1 + 3 related

  • Peter Delaney

    Director

    Total calculated
    $16,000
    From this org
    $0
    From related orgs
    $16,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Sam Combs

    Director

    Total calculated
    $34,250
    From this org
    $0
    From related orgs
    $34,250
    Other
    $0
    Hours/week
    1 + 3 related

  • Sherri Lance

    Director

    Total calculated
    $33,250
    From this org
    $0
    From related orgs
    $33,250
    Other
    $0
    Hours/week
    1 + 3 related

  • Michael Weed

    Treasurer & CFO

    Total calculated
    $875,109
    From this org
    $0
    From related orgs
    $765,566
    Other
    $109,543
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $585,164 related
    Bonus
    $0 + $148,090 related
    Other
    $0 + $32,312 related
    Deferred
    $0 + $102,534 related
    Nontaxable benefits
    $0 + $7,009 related
    Filer's total
    $0 + $875,109 related

  • Jeffrey Cruzan

    Pres Physician Enterprise

    Total calculated
    $785,984
    From this org
    $718,660
    From related orgs
    $0
    Other
    $67,324
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $482,898
    Bonus
    $184,155
    Other
    $51,607
    Deferred
    $62,611
    Nontaxable benefits
    $4,713
    Filer's total
    $785,984

  • Kristi McCormick

    VP Physician Operations

    Total calculated
    $356,650
    From this org
    $310,109
    From related orgs
    $0
    Other
    $46,541
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,578
    Bonus
    $75,783
    Other
    $8,748
    Deferred
    $26,777
    Nontaxable benefits
    $19,764
    Filer's total
    $356,650

  • Sunnie Glover

    VP Physician Enterprise

    Total calculated
    $709,885
    From this org
    $663,077
    From related orgs
    $0
    Other
    $46,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $255,476
    Bonus
    $91,350
    Other
    $316,251
    Deferred
    $45,600
    Nontaxable benefits
    $1,208
    Filer's total
    $709,885

  • Ashish Masih

    Physician

    Total calculated
    $1,359,314
    From this org
    $1,335,366
    From related orgs
    $0
    Other
    $23,948
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $809,493
    Bonus
    $523,997
    Other
    $1,876
    Deferred
    $17,199
    Nontaxable benefits
    $6,749
    Filer's total
    $1,359,314

  • Atul Walia

    Physician

    Total calculated
    $1,275,240
    From this org
    $1,248,242
    From related orgs
    $0
    Other
    $26,998
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $962,599
    Bonus
    $279,125
    Other
    $6,518
    Deferred
    $20,249
    Nontaxable benefits
    $6,749
    Filer's total
    $1,275,240

  • Christopher Lentz

    Physician

    Total calculated
    $1,482,707
    From this org
    $1,452,566
    From related orgs
    $0
    Other
    $30,141
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $856,871
    Bonus
    $590,540
    Other
    $5,155
    Deferred
    $27,427
    Nontaxable benefits
    $2,714
    Filer's total
    $1,482,707

  • Jeremy Phelps

    Physician

    Total calculated
    $1,525,307
    From this org
    $1,498,108
    From related orgs
    $0
    Other
    $27,199
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $588,567
    Bonus
    $905,024
    Other
    $4,517
    Deferred
    $20,450
    Nontaxable benefits
    $6,749
    Filer's total
    $1,525,307

  • Scott Shadfar

    Physician

    Total calculated
    $1,254,050
    From this org
    $1,231,636
    From related orgs
    $0
    Other
    $22,414
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $921,825
    Bonus
    $308,729
    Other
    $1,082
    Deferred
    $20,450
    Nontaxable benefits
    $1,964
    Filer's total
    $1,254,050

  • Douglas Smith

    Former CFO

    Total calculated
    $186,075
    From this org
    $0
    From related orgs
    $173,936
    Other
    $12,139
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $69,508 related
    Bonus
    $0
    Other
    $0 + $104,428 related
    Deferred
    $0 + $11,061 related
    Nontaxable benefits
    $0 + $1,078 related
    Filer's total
    $0 + $186,075 related

  • Katherine Mansalis

    Former VP

    Total calculated
    $342,098
    From this org
    $0
    From related orgs
    $324,471
    Other
    $17,627
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,717 related
    Bonus
    $0 + $80,104 related
    Other
    $0 + $650 related
    Deferred
    $0 + $17,400 related
    Nontaxable benefits
    $0 + $227 related
    Filer's total
    $0 + $342,098 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
INTEGRIS AMBULATORY CARE CORPORATION (IACC) IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). AS PART OF THIS SYSTEM, IACC RELIES UPON INTEGRIS TO ESTABLISH THE COMPENSATION FOR ITS IOFFICERS. INTEGRIS UTILIZES A COMPENSATION COMMITEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THIS COMPENSATION.
Schedule J, Part I, Line 4a Severance or change-of-control payment
A SEVERANCE PAYMENT WAS MADE TO AN OFFICER DOUGLAS SMITH. $104,428 OF THE CALENDAR YEAR 2023 COMPENSATION REPORTED FOR THIS INDIVIDUAL ON FORM 990, PART VII AND SCHEDULE J, PART II REPRESENTS A SEVERANCE PAYMENT.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS HEALTH PROVIDES TO CERTAIN EXECUTIVES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE PURPOSE OF THE PLAN IS TO SUPPLEMENT THE SPONSOR-PROVIDED RETIREMENT BENEFITS TO BE PAID TO SENIOR EXECUTIVES PURSUANT TO THE DEFINED BENEFIT PENSION PLAN, THE TAX DEFERRED ANNUITY PLAN AND OTHER QUALIFIED OR NON QUALIFIED RETIREMENT PLANS WHICH ARE MAINTAINED BY THE SPONSOR. THE PLAN PROVIDES AN OPPORTUNITY TO EARN SUPPLEMENTAL INCENTIVE INCOME BY PROVIDING ANNUAL CONTRIBUTIONS TO THE ACCOUNT SO LONG AS THE EXECUTIVE REMAINS EMPLOYED BY THE SPONSOR TO RETIREMENT AGE OF 65. THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT DURING THE YEAR: TIMOTHY PEHRSON - $237,683 MICHAEL WEED - $17,356 DOUGLAS SMITH - $103,139 JEFREY CRUZAN - $36,920 SUNNIE GLOVER - $135,095
Schedule J, Part I, Line 7 Non-fixed payments
THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS) INTEGRIS HEALTH HAS ESTABLISHED A FINANCIAL INCENTIVE PLAN THAT ENCOURAGES THE EXECUTIVE OFFICER'S PARTICIPATION IN THE SIGNIFICANT IMPROVEMENTS OF THE QUALITY AND FINANCIAL OPERATIONS OF THE ORGANIZATION. THE QUALITY COMPONENT IS DEFINED AS IMPROVEMENT IN PATIENT SAFETY, PATIENT SATISFACTION AND REDUCTION OF EMPLOYEE TURNOVER. THE FINANCIAL COMPONENT CONSISTS OF ACHIEVEMENT IN NET OPERATING INCOME THRESHOLD TO BE ACHIEVED TO ACTIVATE THE PLAN. A PREDETERMINED THRESHOLD IS CREATED WITHIN ALL ASPECTS OF THE PLAN BEFORE FINANCIAL ACHIEVEMENT IS PAYABLE. ALL PLANS ARE WRITTEN ACCORDING TO EXECUTIVE LEVEL AND ADOPTED BY INTEGRIS HEALTH BOARD RESOLUTION EACH PLAN YEAR AND PAYABLE AFTER INDEPENDENT AUDIT RESULTS ARE DETERMINED. IN THE SECOND PLAN, CERTAIN EMPLOYED PHYSICIANS ARE ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION PURSUANT TO THEIR WRITTEN EMPLOYMENT AGREEMENTS. ALL INCENTIVE COMPENSATION IS SUBJECT TO A CAP AND DOES NOT EXCEED 50% OF THE PHYSICIAN'S TOTAL COMPENSATION. THERE ARE A VARIETY OF METHODS USED TO CALCULATE INCENTIVE COMPENSATION BASED ON THE PHYSICIAN'S PERSONAL PRODUCTION, RANGING FROM (I) A SPECIFIED PERCENTAGE OF NET INCOME LESS EXPENSES; (II) A SPECIFIED PERCENTAGE OF TOTAL COLLECTIONS LESS EXPENSES; (III) A SPECIFIED PERCENTAGE OF BASE SALARY BASED COMPLIANCE WITH CERTAIN QUALITY, PATIENT SATISFACTION, PRODUCTION AND FINANCIAL INDICATORS; (IV) A SPECIFIED PERCENTAGE OF BASE SALARY BASED ON COMPLIANCE WITH QUALITY, GUIDING VALUES, PATIENT SATISFACTION AND PRODUCTION CRITERIA; (V) A SPECIFIED PERCENTAGE OF FEE-BASED COLLECTIONS AND CAPITATION COLLECTIONS, IF APPLICABLE, IN EXCESS OF QUARTERLY SALARY; (VI) QUARTERLY BONUSES MEASURED BY RVUS THAT EXCEED A SPECIFIED TARGET PER QUARTER; AND (VII) PRO RATA SHARE OF ANNUAL INCENTIVE POOLS BASED ON PRODUCTION, COMPLIANCE WITH CLINICAL GUIDELINES, QUALITY AND PATIENT SATISFACTION CRITERIA.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202541359349317109

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