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Nonprofiteer
← PHOEBE SUMTER MEDICAL CENTER INC

Form 990 for tax year 2023

Filed by PHOEBE SUMTER MEDICAL CENTER INC.

Totals

Total revenue
$126,487,962
Total expenses
$113,758,989
Contributions and grants received
$3,383,973
Grants paid
$373,571
Program service revenue
$113,916,391
Investment income
$3,090,555
Other revenue
$6,097,043
Total assets, end of year
$185,127,850
Total liabilities, end of year
$11,591,717
Net assets or fund balances, end of year
$173,536,133
Program services expenses (Part IX)
$91,388,554
Management and general expenses
$22,370,435
Fundraising expenses
$0
Program service expenses (Part III)
$91,388,554

Program services were 80.3% 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
    $1,933,323
    From this org
    $0
    From related orgs
    $1,644,766
    Other
    $288,557
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    not reported + $913,089 related
    Bonus
    not reported + $359,661 related
    Other
    not reported + $372,016 related
    Deferred
    not reported + $245,402 related
    Nontaxable benefits
    not reported + $43,155 related
    Filer's total
    not reported + $1,933,323 related

  • BRIAN CHURCH

    BD MBR/PPHS

    Total calculated
    $1,039,725
    From this org
    $0
    From related orgs
    $851,457
    Other
    $188,268
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    not reported + $639,571 related
    Bonus
    not reported + $191,846 related
    Other
    not reported + $20,040 related
    Deferred
    not reported + $143,311 related
    Nontaxable benefits
    not reported + $44,957 related
    Filer's total
    not reported + $1,039,725 related

  • JOHN CRISP

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SANDRA DANIEL PHD RN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOHN FENNESSY MD

    BRD MBR/PHYS

    Total calculated
    $1,680,357
    From this org
    $0
    From related orgs
    $1,626,851
    Other
    $53,506
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $986,816 related
    Bonus
    not reported + $592,117 related
    Other
    not reported + $47,918 related
    Deferred
    not reported + $8,550 related
    Nontaxable benefits
    not reported + $44,956 related
    Filer's total
    not reported + $1,680,357 related

  • G BARDIN HOOKS JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • EDWARD F JACKSON JR

    BRD MBR LEFT

    Total calculated
    $0
    Hours/week
    1

  • ALTON MARCUS SR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FREDRICK MCLAUGHLIN EDD

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SANDRA LEE ZORNES MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOE AUSTIN

    PPMH CEO

    Total calculated
    $567,757
    From this org
    $0
    From related orgs
    $567,757
    Other
    $0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $567,757 related
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $567,757 related

  • MICHELLE DOGGETT

    CONTROLLER P

    Total calculated
    $186,282
    From this org
    $154,320
    From related orgs
    $0
    Other
    $31,962
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $124,155
    Bonus
    $29,741
    Other
    $424
    Deferred
    $3,943
    Nontaxable benefits
    $28,019
    Filer's total
    $186,282

  • CARLYLE WALTON

    CEO PSMC

    Total calculated
    $517,834
    From this org
    $0
    From related orgs
    $412,694
    Other
    $105,140
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $316,445 related
    Bonus
    not reported + $90,645 related
    Other
    not reported + $5,604 related
    Deferred
    not reported + $73,804 related
    Nontaxable benefits
    not reported + $31,336 related
    Filer's total
    not reported + $517,834 related

  • SUSAN BRUNS

    CNO PSMC

    Total calculated
    $245,851
    From this org
    $0
    From related orgs
    $214,395
    Other
    $31,456
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $175,873 related
    Bonus
    not reported + $37,473 related
    Other
    not reported + $1,049 related
    Deferred
    not reported + $5,446 related
    Nontaxable benefits
    not reported + $26,010 related
    Filer's total
    not reported + $245,851 related

  • DAWN BENSON

    SVP- GENERAL

    Total calculated
    $732,014
    From this org
    $0
    From related orgs
    $655,137
    Other
    $76,877
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    not reported + $436,014 related
    Bonus
    not reported + $129,693 related
    Other
    not reported + $89,430 related
    Deferred
    not reported + $76,877 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $732,014 related

  • TOMOMI COLQUITT

    RN

    Total calculated
    $179,497
    From this org
    $175,969
    From related orgs
    $0
    Other
    $3,528
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $159,061
    Bonus
    $16,834
    Other
    $74
    Deferred
    $3,528
    Nontaxable benefits
    not reported
    Filer's total
    $179,497

  • DARRYL HAWKINS

    DIRECTOR OF

    Total calculated
    $213,646
    From this org
    $176,671
    From related orgs
    $0
    Other
    $36,975
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,685
    Bonus
    $8,964
    Other
    $1,022
    Deferred
    $5,328
    Nontaxable benefits
    $31,647
    Filer's total
    $213,646

  • CHRISTY HARDIN

    ASST. DIR PH

    Total calculated
    $169,551
    From this org
    $164,832
    From related orgs
    $0
    Other
    $4,719
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,937
    Bonus
    $600
    Other
    $295
    Deferred
    $4,719
    Nontaxable benefits
    not reported
    Filer's total
    $169,551

  • SEAN SHEFF MD

    BOARD MEMBER

    Total calculated
    $460,755
    From this org
    $0
    From related orgs
    $410,553
    Other
    $50,202
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    not reported + $383,016 related
    Bonus
    not reported + $27,044 related
    Other
    not reported + $493 related
    Deferred
    not reported + $8,550 related
    Nontaxable benefits
    not reported + $41,652 related
    Filer's total
    not reported + $460,755 related

  • ANGELA HOLT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RENE SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DIANNA WINDHAM

    RN

    Total calculated
    $217,332
    From this org
    $187,754
    From related orgs
    $0
    Other
    $29,578
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $164,273
    Bonus
    $23,344
    Other
    $137
    Deferred
    not reported
    Nontaxable benefits
    $29,578
    Filer's total
    $217,332

  • LORI PAYNE

    PHARMACIST

    Total calculated
    $193,352
    From this org
    $149,549
    From related orgs
    $0
    Other
    $43,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,215
    Bonus
    $600
    Other
    $7,734
    Deferred
    $3,720
    Nontaxable benefits
    $40,083
    Filer's total
    $193,352

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 3
NONE OF THE INDIVIDUAL BOARD MEMBERS OR OFFICERS ARE COMPENSATED BY THE FILING ORGANIZATION. THE FILING ORGANIZATION, INSTEAD, RELIES ON THE METHODS USED BY PPHS, THE SOLE MEMBER, TO ESTABLISH COMPENSATION OF THE CEO AND EXECUTIVE OFFICERS. COMPENSATION DETERMINATION BY PPHS INCLUDES AN INDEPENDENT COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT AND SURVEYS, AND BOARD APPROVAL. THESE METHODS ARE WELL DOCUMENTED.
SCHEDULE J, PAGE 1, PART I, LINE 4
SCOTT STEINER 0 587,046 0 BRIAN CHURCH 0 134,761 0 JOE AUSTIN 567,757 0 0 CARLYLE WALTON 0 65,554 0 DAWN BENSON 0 135,039 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
2023
Filed
11 June 2025
IRS schema version
2023v6.0
Source object
202521629349300817

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