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Nonprofiteer
← BAKERSFIELD MEMORIAL HOSPITAL

Form 990 for tax year 2023

Filed by BAKERSFIELD MEMORIAL HOSPITAL.

Totals

Total revenue
$744,173,559
Total expenses
$636,548,007
Contributions and grants received
$3,715,335
Grants paid
$8,450,501
Program service revenue
$715,637,695
Investment income
$22,388,782
Other revenue
$2,431,747
Total assets, end of year
$1,106,641,313
Total liabilities, end of year
$170,007,221
Net assets or fund balances, end of year
$936,634,092
Program services expenses (Part IX)
$571,409,888
Management and general expenses
$65,138,119
Fundraising expenses
$0
Program service expenses (Part III)
$571,409,888

Program services were 89.8% 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

    $2,134,258

  • 1e · Government grants (contributions)

    $989,465

  • 1f · All other contributions, gifts and grants

    $591,612

  • 1g · Noncash contributions included above

    $13,611

  • 2a · Program service revenue: PATIENT NET OF CHARITY & BAD DEBT

    total $359,778,120 · related or exempt $359,778,120

  • 2b · Program service revenue: MEDICARE/MEDICAID PAYMENTS

    total $353,452,578 · related or exempt $353,452,578

  • 2c · Program service revenue: MILLENNIUM SURGERY CENTER INC

    total $2,073,990 · unrelated business $2,073,990

  • 2d · Program service revenue: EDUCATION

    total $111,776 · related or exempt $111,776

  • 2e · Program service revenue: EMERGENCY MEDICAL SERVICE

    total $94,453 · related or exempt $94,453

  • 2f · All other program service revenue

    total $126,778 · related or exempt $126,778

  • 3 · Investment income

    total $7,246,433 · excluded $7,246,433

  • 6a · Gross rents

    real property $145,931

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $145,931

  • 6d · Net rental income or loss

    total $145,931 · excluded $145,931

  • 7a · Gross sales of assets other than inventory

    securities $525,629,718 · other assets $455,000

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

    securities $510,838,409 · other assets $103,960

  • 7c · Gain or loss

    securities $14,791,309 · other assets $351,040

  • 7d · Net gain or loss

    total $15,142,349 · unrelated business $351,040 · excluded $14,791,309

  • 10a · Gross sales of inventory

    $73

  • 10b · Cost of goods sold

    $32

  • 10c · Net income from sales of inventory

    total $41 · excluded $41

  • 11a · Other revenue: CAFETERIA

    total $1,544,489 · excluded $1,544,489

  • 11b · Other revenue: AR FINANCE CHARGES

    total $236,513 · excluded $236,513

  • 11c · Other revenue: AUP RECOVERIES

    total $165,349 · excluded $165,349

  • 11d · All other revenue

    total $339,424 · unrelated business $161,574 · excluded $177,850

  • 11e · Other revenue, total

    $2,285,775

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,316,687 · program services $8,316,687

  • 2 · Grants to domestic individuals

    total $133,814 · program services $133,814

  • 5 · Compensation of officers, directors and key employees

    total $3,226,069 · program services $3,008,547 · management and general $217,522

  • 6 · Compensation of disqualified persons

    total $509,373 · program services $269,864 · management and general $239,509

  • 7 · Other salaries and wages

    total $218,714,757 · program services $208,344,037 · management and general $10,370,720

  • 8 · Pension plan contributions

    total $12,834,364 · program services $11,917,913 · management and general $916,451

  • 9 · Other employee benefits

    total $35,708,584 · program services $35,082,633 · management and general $625,951

  • 10 · Payroll taxes

    total $13,655,645 · program services $12,737,595 · management and general $918,050

  • 11b · Fees: legal

    total $835,162 · management and general $835,162

  • 11d · Fees: lobbying

    total $25,706 · management and general $25,706

  • 11f · Fees: investment management

    total $1,475,817 · management and general $1,475,817

  • 11g · Fees: other

    total $96,094,125 · program services $74,327,440 · management and general $21,766,685

  • 12 · Advertising and promotion

    total $2,740,200 · program services $45,900 · management and general $2,694,300

  • 13 · Office expenses

    total $8,393,768 · program services $7,455,691 · management and general $938,077

  • 14 · Information technology

    total $21,879,880 · program services $1,437,659 · management and general $20,442,221

  • 16 · Occupancy

    total $8,154,294 · program services $7,320,667 · management and general $833,627

  • 17 · Travel

    total $260,857 · program services $85,461 · management and general $175,396

  • 19 · Conferences, conventions and meetings

    total $568,469 · program services $245,590 · management and general $322,879

  • 20 · Interest

    total $1,845,677 · program services $1,845,677

  • 22 · Depreciation, depletion and amortization

    total $21,133,745 · program services $21,133,745

  • 23 · Insurance

    total $3,390,870 · program services $3,390,870

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $90,579,053 · program services $90,579,053

  • 24b · Other expenses: MEDI-CAL PROVIDER FEE

    total $56,846,552 · program services $56,846,552

  • 24c · Other expenses: MEDICAL PROVIDER/OUT OF

    total $24,147,811 · program services $24,147,811

  • 24d · Other expenses: UNRELATED BUSINESS TAX

    total $680,000 · management and general $680,000

  • 24e · All other expenses

    total $4,396,728 · program services $2,736,682 · management and general $1,660,046

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,000 · end of year $2,000

  • 2 · Savings and temporary cash investments

    beginning of year $30,446,744 · end of year $30,829,761

  • 4 · Accounts receivable

    beginning of year $70,867,004 · end of year $68,316,513

  • 7 · Other notes and loans receivable

    beginning of year $111,179 · end of year $38,709

  • 8 · Inventories for sale or use

    beginning of year $9,970,889 · end of year $10,955,432

  • 9 · Prepaid expenses and deferred charges

    beginning of year $74,943,379 · end of year $100,679,478

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

    $247,454,133

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

    $89,185,070

  • 10c · Land, buildings and equipment, net

    beginning of year $155,574,581 · end of year $158,269,063

  • 11 · Investments: publicly traded securities

    beginning of year $197,401,319 · end of year $215,895,796

  • 12 · Investments: other securities

    beginning of year $319,008,045 · end of year $399,775,953

  • 13 · Investments: program-related

    beginning of year $46,544,060 · end of year $48,022,737

  • 14 · Intangible assets

    beginning of year $6,100,000 · end of year $6,100,000

  • 15 · Other assets

    beginning of year $11,182,824 · end of year $67,755,871

  • 17 · Accounts payable and accrued expenses

    beginning of year $67,312,170 · end of year $93,179,918

  • 19 · Deferred revenue

    beginning of year $0 · end of year $10,382

  • 23 · Secured mortgages and notes payable

    beginning of year $964,177 · end of year $729,204

  • 25 · Other liabilities

    beginning of year $65,627,513 · end of year $76,087,717

  • 27 · Net assets without donor restrictions

    beginning of year $778,079,492 · end of year $921,280,032

  • 28 · Net assets with donor restrictions

    beginning of year $10,168,672 · end of year $15,354,060

Mission and programs · 2023

Mission

BAKERSFIELD MEMORIAL HOSPITAL (BMH) IS DEDICATED TO DELIVERING HEALTH SERVICES THAT ARE COMPASSIONATE, HIGH-QUALITY AND AFFORDABLE. WE PROMOTE HEALTHY LIFESTYLES AS AN INTEGRAL PART OF THE COMMUNITY WE SERVE, WITH A SPECIAL CONCERN FOR THE UNDERSERVED.

Activities or mission (Part I)

AS AN AFFILIATE OF COMMONSPIRIT HEALTH ("COMMONSPIRIT"), BAKERSFIELD MEMORIAL HOSPITAL IS COMMITTED TO IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

  • BAKERSFIELD MEMORIAL HOSPITAL'S MISSION IS TO CONTRIBUTE TO THE HEALTH OF THE COMMUNITY THROUGH THE PROVISION OF QUALITY SERVICES DELIVERED IN A COMPASSIONATE AND COST EFFECTIVE MANNER. THE HOSPITAL HAS 385 BEDS AND SERVICED PATIENTS AS FOLLOWS: OUTPATIENT VISITS OF 131,850; EMERGENCY VISITS OF 98,602; INPATIENT AND OUTPATIENT OPERATING ROOM CASES OF 8,518; AND INPATIENT AND OUTPATIENT CARDIAC PROCEDURES OF 3,745. BMH HAS A 24-HOUR EMERGENCY ROOM AND PROVIDES SERVICES TO BENEFICIARIES OF THE MEDICARE PROGRAM AS WELL AS A WIDE RANGE OF COMMERCIALLY INSURED. BMH ALSO PROVIDES SERVICES TO INDIVIDUALS WITHOUT THE ABILITY TO PAY - SERVICES FOR WHICH BMH RECEIVES NO REIMBURSEMENT FROM ANY OUTSIDE SOURCE.INPATIENT SERVICES: ACUTE MEDICAL/SURGICAL CARE/PSYCHIATRIC; CANCER CENTER; CARDIOVASCULAR SURGERY; CARDIAC CATHETERIZATION LAB; PEDIATRIC ACUTE AND INTENSIVE CARE; NEONATAL INTENSIVE CARE; EMERGENCY/QUICK CARE; INTENSIVE CARE; PHARMACY; SURGERY; SPEECH PATHOLOGY; SOCIAL SERVICES; RESPIRATORY CARE; PHYSICAL THERAPY; TRANSITIONAL CARE UNIT AND WOMEN AND INFANT CARE UNIT.OUTPATIENT SERVICES: AMBULATORY TREATMENT CENTER; CARDIAC REHABILITATION; CARDIOPULMONARY; DIAGNOSTIC IMAGING; LABORATORY; OUTPATIENT SURGERY CENTER; REHABILITATION SERVICES; AND WELLNESS/OCCUPATIONAL MEDICINE.SUPPORT SERVICES: CHAPLAINCY PROGRAM; EDUCATIONAL SERVICES; HEALTH SCIENCES LIBRARY; AS WELL AS SUPPORT, TIME AND MONEY TO ORGANIZATIONS AND INDIVIDUALS THROUGHOUT THE COMMUNITY.

    Expenses $571,409,888 · Grants $8,450,501 · Revenue $713,563,705

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

Listed in Part VII

  • JON VAN BOENING

    DIRECTOR (THRU 12/31/23)

    Total calculated
    $1,652,839
    From this org
    $0
    From related orgs
    $1,158,407
    Other
    $494,432
    Hours/week
    8 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $576,515 related
    Bonus
    $0 + $300,349 related
    Other
    $0 + $281,543 related
    Deferred
    $0 + $472,689 related
    Nontaxable benefits
    $0 + $21,743 related
    Filer's total
    $0 + $1,652,839 related

  • KENNETH KELLER

    PRESIDENT & CEO

    Total calculated
    $1,159,123
    From this org
    $0
    From related orgs
    $1,024,919
    Other
    $134,204
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $505,142 related
    Bonus
    $0 + $505,561 related
    Other
    $0 + $14,216 related
    Deferred
    $0 + $87,952 related
    Nontaxable benefits
    $0 + $46,253 related
    Filer's total
    $0 + $1,159,124 related

  • BENJAMIN BJ PREDUM

    DIRECTOR

    Total calculated
    $896,670
    From this org
    $0
    From related orgs
    $805,053
    Other
    $91,617
    Hours/week
    8 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $498,251 related
    Bonus
    $0 + $303,003 related
    Other
    $0 + $3,799 related
    Deferred
    $0 + $47,340 related
    Nontaxable benefits
    $0 + $44,277 related
    Filer's total
    $0 + $896,670 related

  • DAVID YEAGER

    DIVISION CFO, SOCAL (THRU 7/5/23)

    Total calculated
    $604,668
    From this org
    $554,636
    From related orgs
    $0
    Other
    $50,032
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $270,456
    Bonus
    $284,180
    Other
    $0
    Deferred
    $37,389
    Nontaxable benefits
    $12,643
    Filer's total
    $604,668

  • SID GALLEGO

    REGISTERED NURSE

    Total calculated
    $551,175
    From this org
    $474,374
    From related orgs
    $0
    Other
    $76,801
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $449,098
    Bonus
    $18,100
    Other
    $7,176
    Deferred
    $44,776
    Nontaxable benefits
    $32,025
    Filer's total
    $551,175

  • SUDHIR P KAKARLA

    CMO

    Total calculated
    $526,173
    From this org
    $491,075
    From related orgs
    $0
    Other
    $35,098
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $372,860
    Bonus
    $117,087
    Other
    $1,128
    Deferred
    $29,941
    Nontaxable benefits
    $5,157
    Filer's total
    $526,173

  • MICHAEL SLOAN

    VP / HR

    Total calculated
    $522,995
    From this org
    $432,400
    From related orgs
    $0
    Other
    $90,595
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $267,008
    Bonus
    $163,920
    Other
    $1,472
    Deferred
    $31,982
    Nontaxable benefits
    $58,613
    Filer's total
    $522,995

  • TERRI CHURCH

    COO

    Total calculated
    $508,441
    From this org
    $453,555
    From related orgs
    $0
    Other
    $54,886
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $338,214
    Bonus
    $106,136
    Other
    $9,205
    Deferred
    $43,873
    Nontaxable benefits
    $11,013
    Filer's total
    $508,441

  • JOHN HOLBERT

    CFO

    Total calculated
    $487,722
    From this org
    $435,709
    From related orgs
    $0
    Other
    $52,013
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $329,637
    Bonus
    $103,926
    Other
    $2,146
    Deferred
    $37,832
    Nontaxable benefits
    $14,181
    Filer's total
    $487,722

  • GENA L COOK

    REGISTERED NURSE

    Total calculated
    $442,853
    From this org
    $318,545
    From related orgs
    $0
    Other
    $124,308
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $300,558
    Bonus
    $14,855
    Other
    $3,132
    Deferred
    $103,856
    Nontaxable benefits
    $20,451
    Filer's total
    $442,852

  • DEL CARMEN SARAFIAN

    REGISTERED NURSE

    Total calculated
    $431,508
    From this org
    $331,826
    From related orgs
    $0
    Other
    $99,682
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $322,905
    Bonus
    $3,493
    Other
    $5,428
    Deferred
    $67,610
    Nontaxable benefits
    $32,072
    Filer's total
    $431,508

  • ROBIN MANGARIN-SCOTT

    VP MARKETING & COMMUNICATIONS

    Total calculated
    $393,840
    From this org
    $334,141
    From related orgs
    $0
    Other
    $59,699
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $235,501
    Bonus
    $93,547
    Other
    $5,093
    Deferred
    $38,741
    Nontaxable benefits
    $20,958
    Filer's total
    $393,840

  • CALIXTA MENDOZA

    REGISTERED NURSE II

    Total calculated
    $380,954
    From this org
    $309,253
    From related orgs
    $0
    Other
    $71,701
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $303,539
    Bonus
    $2,767
    Other
    $2,947
    Deferred
    $37,206
    Nontaxable benefits
    $34,496
    Filer's total
    $380,955

  • MARIA J VINLUAN-FELIX

    PHYSICIAN ASSISTANT

    Total calculated
    $376,331
    From this org
    $324,768
    From related orgs
    $0
    Other
    $51,563
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $322,195
    Bonus
    $800
    Other
    $1,773
    Deferred
    $29,605
    Nontaxable benefits
    $21,958
    Filer's total
    $376,331

  • ROBIN J MCNABB

    CNO

    Total calculated
    $374,786
    From this org
    $322,593
    From related orgs
    $0
    Other
    $52,193
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $198,658
    Bonus
    $77,014
    Other
    $46,921
    Deferred
    $40,931
    Nontaxable benefits
    $11,262
    Filer's total
    $374,786

  • MORGAN CLAYTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8

  • DANIEL CLIFFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8

  • CHRISTINA DEL TORO-DIAZ MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8

  • JOHN R FINDLEY MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8

  • DONALD MCMURTREY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8

  • JAVIER MIRO MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    8

  • D BRADLEY HANNINK

    VICE-CHAIRMAN

    Total calculated
    $0
    Hours/week
    8

  • ROBERT NORIEGA

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    8

  • SUSIE SMALL

    SECRETARY

    Total calculated
    $0
    Hours/week
    8

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
  • 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
CLUB DUES HAVE BEEN PAID BY THE ORGANIZATION FOR BUSINESS USE BY TWO LISTED PERSONS, THE PRESIDENT AND THE MARKET DIRECTOR, MARKETING AND COMMUNICATIONS, FOR RECRUITING AND BUSINESS DEVELOPMENT PURPOSES. NO AMOUNTS HAVE BEEN INCLUDED AS REPORTABLE INCOME AS EXPENSES RELATED TO PERSONAL USAGE ARE PAID BY THE EMPLOYEES.
PART I, LINE 3
ALTHOUGH THE ORGANIZATION EMPLOYS PERSONNEL, BMH RELIED ON A RELATED ORGANIZATION, COMMONSPIRIT, THAT USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3, TO ESTABLISH THE ORGANIZATION'S CEO'S COMPENSATION: (1) HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE COMMONSPIRIT BOARD OF STEWARDSHIP TRUSTEES; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; AND (4) APPROVAL BY THE BOARD OR HUMAN RESOURCES AND COMPENSATION COMMITTEE. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15A FOR ADDITIONAL INFORMATION. PART I, LINE 4A CERTAIN LISTED PERSONS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 TO 24 MONTHS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN LISTED PERSONS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. NO PAYMENTS WERE MADE PURSUANT TO THE PLAN ARRANGEMENTS DURING 2023.
PART I, LINE 4B
CERTAIN OFFICERS PARTICIPATE IN THE DIGNITY HEALTH EXCESS BENEFIT PLAN, A NONQUALIFIED SUPPLEMENTAL BENEFIT PLAN LIMITED TO PARTICIPANTS IN THE DIGNITY HEALTH RETIREMENT PLAN WHOSE BENEFITS ARE AFFECTED BY THE LIMITATIONS IMPOSED BY SECTIONS 401(A)(17) AND 415 OF THE INTERNAL REVENUE CODE. BENEFIT SERVICE UNDER THIS PLAN WAS FROZEN AS OF JANUARY 1, 2008. NO PAYMENTS RELATED TO THIS PLAN OCCURED IN 2023. CERTAIN LISTED PERSONS EMPLOYED BY DIGNITY HEALTH ARE ELIGIBLE TO PARTICIPATE IN NON-QUALIFIED 457(F) PLANS THAT ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE, AS REQUIRED BY THE IRS. THE 2007 EXECUTIVE DEFERRED COMPENSATION PLAN IS FOR EXECUTIVES HIRED PRIOR TO JUNE 30, 2006. THE BENEFIT IS INTENDED TO BRIDGE THE DIFFERENCE, IF ANY, BETWEEN THE BENEFIT PROVIDED UNDER THE DIGNITY HEALTH EXCESS BENEFIT PLAN HAD BENEFIT SERVICE NOT BEEN FROZEN AT JANUARY 1, 2008, AND THE BENEFITS PROVIDED FROM ALL OTHER QUALIFIED AND NON-QUALIFIED PLANS. BENEFITS VEST UNDER THIS 457(F) PLAN AT THE LATER OF THE DATE THE PARTICIPANT ATTAINS AGE 62 OR IS CREDITED WITH 15 YEARS OF SERVICE. THE 2010 EXECUTIVE DEFERRED COMPENSATION PLAN IS FOR CERTAIN OFFICERS AND KEY EMPLOYEES, PRIMARILY THOSE WHO ARE NOT ELIGIBLE TO PARTICIPATE IN THE DIGNITY HEALTH EXCESS BENEFIT PLAN OR THE 2007 EXECUTIVE DEFERRED COMPENSATION PLAN DESCRIBED ABOVE. THIS BENEFIT PROVIDES AN ANNUAL ACCRUAL OF 10% OF TOTAL COMPENSATION AND IS PAYABLE ANNUALLY ON JULY 1 ONCE VESTED, WHICH IS AGE 62 WITH 5 YEARS OF SERVICE; THE PLAN ALSO ALLOWS FOR SPECIAL AWARDS. A PAYMENT PURSUANT TO THE PLAN ARRANGEMENTS OCCURRED DURING 2023 INCLUDE J. VAN BOENING, $263,543. COMPENSATION AMOUNTS FOR THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS DISCUSSED ABOVE ARE REPORTED AS DEFERRED COMPENSATION IN THE YEAR ACCRUED (SCHEDULE J, PART II, COLUMN C) AND ARE REFLECTED AGAIN AS OTHER REPORTABLE COMPENSATION IN THE YEAR PAID (SCHEDULE J, PART II, COLUMN B(III)).
SCHEDULE J, PART II - SUPPLEMENTAL DISCLOSURES
THE ORGANIZATION FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST THE ORGANIZATION IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND THE ORGANIZATION'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2023.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202521299349303997

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