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Nonprofiteer
← AU MEDICAL ASSOCIATES INC

Form 990 for tax year 2023

Filed by AU MEDICAL ASSOCIATES INC.

Totals

Total revenue
$177,655,226
Total expenses
$216,194,506
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$201,552,777
Management and general expenses
$14,641,730
Fundraising expenses
$0
Program service expenses (Part III)
$201,552,777

Program services were 93.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CANDICE SAUNDERS

    PRESIDENT & CEO

    Total calculated
    $4,586,808
    From this org
    $0
    From related orgs
    $4,470,894
    Other
    $115,914
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,824,632 related
    Bonus
    $0 + $2,167,052 related
    Other
    $0 + $479,210 related
    Deferred
    $0 + $60,100 related
    Nontaxable benefits
    $0 + $55,814 related
    Filer's total
    $0 + $4,586,808 related

  • ANTHONY BUDZINSKI

    EVP & CFO

    Total calculated
    $3,942,972
    From this org
    $0
    From related orgs
    $3,831,591
    Other
    $111,381
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $976,444 related
    Bonus
    $0 + $540,062 related
    Other
    $0 + $2,315,085 related
    Deferred
    $0 + $53,750 related
    Nontaxable benefits
    $0 + $57,631 related
    Filer's total
    $0 + $3,942,972 related

  • LEO REICHERT

    EVP & GENERAL COUNSEL

    Total calculated
    $3,173,042
    From this org
    $0
    From related orgs
    $3,047,957
    Other
    $125,085
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $788,217 related
    Bonus
    $0 + $429,832 related
    Other
    $0 + $1,829,908 related
    Deferred
    $0 + $58,100 related
    Nontaxable benefits
    $0 + $66,985 related
    Filer's total
    $0 + $3,173,042 related

  • DAVID JONES

    EVP CHIEF HUMAN RESOURCES OFFR

    Total calculated
    $1,791,557
    From this org
    $0
    From related orgs
    $1,701,311
    Other
    $90,246
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $599,836 related
    Bonus
    $0 + $327,148 related
    Other
    $0 + $774,327 related
    Deferred
    $0 + $59,100 related
    Nontaxable benefits
    $0 + $31,146 related
    Filer's total
    $0 + $1,791,557 related

  • JIGARKUMAR PARIKH

    MEDICAL DOCTOR

    Total calculated
    $1,503,038
    From this org
    $1,440,305
    From related orgs
    $0
    Other
    $62,733
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $1,440,305
    Bonus
    $0
    Other
    $0
    Deferred
    $7,500
    Nontaxable benefits
    $55,233
    Filer's total
    $1,503,038

  • KEM MULLINS

    EVP AMBULATORY OPS & BUS DEV

    Total calculated
    $1,350,940
    From this org
    $0
    From related orgs
    $1,268,588
    Other
    $82,352
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $811,558 related
    Bonus
    $0 + $439,456 related
    Other
    $0 + $17,574 related
    Deferred
    $0 + $24,300 related
    Nontaxable benefits
    $0 + $58,052 related
    Filer's total
    $0 + $1,350,940 related

  • MARY CHATMAN

    EVP ACUTE CARE OPERATIONS

    Total calculated
    $1,302,886
    From this org
    $0
    From related orgs
    $1,214,423
    Other
    $88,463
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $745,034 related
    Bonus
    $0 + $452,159 related
    Other
    $0 + $17,230 related
    Deferred
    $0 + $56,114 related
    Nontaxable benefits
    $0 + $32,349 related
    Filer's total
    $0 + $1,302,886 related

  • RICHARD CAPPS

    EVP CHIEF INFO & DIGITAL OFFCR

    Total calculated
    $1,228,483
    From this org
    $0
    From related orgs
    $1,109,573
    Other
    $118,910
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $688,598 related
    Bonus
    $0 + $401,181 related
    Other
    $0 + $19,794 related
    Deferred
    $0 + $59,588 related
    Nontaxable benefits
    $0 + $59,322 related
    Filer's total
    $0 + $1,228,483 related

  • SUSAN GRANT

    EVP CHIEF EXPERIENCE OFF & CNE

    Total calculated
    $1,156,340
    From this org
    $0
    From related orgs
    $1,071,514
    Other
    $84,826
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $603,228 related
    Bonus
    $0 + $300,914 related
    Other
    $0 + $167,372 related
    Deferred
    $0 + $54,445 related
    Nontaxable benefits
    $0 + $30,381 related
    Filer's total
    $0 + $1,156,340 related

  • ANUSHA VAKITI

    MEDICAL DOCTOR

    Total calculated
    $1,025,428
    From this org
    $965,394
    From related orgs
    $0
    Other
    $60,034
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $965,394
    Bonus
    $0
    Other
    $0
    Deferred
    $22,500
    Nontaxable benefits
    $37,534
    Filer's total
    $1,025,428

  • ARIF AZIZ MD

    TRUSTEE & PHYSICIAN

    Total calculated
    $924,859
    From this org
    $0
    From related orgs
    $825,095
    Other
    $99,764
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $578,366 related
    Bonus
    $0 + $232,366 related
    Other
    $0 + $14,363 related
    Deferred
    $0 + $59,954 related
    Nontaxable benefits
    $0 + $39,810 related
    Filer's total
    $0 + $924,859 related

  • PAUL DOUGLASS MD

    TRUSTEE & PHYSICIAN

    Total calculated
    $858,065
    From this org
    $0
    From related orgs
    $779,970
    Other
    $78,095
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $441,588 related
    Bonus
    $0 + $324,522 related
    Other
    $0 + $13,860 related
    Deferred
    $0 + $31,331 related
    Nontaxable benefits
    $0 + $46,764 related
    Filer's total
    $0 + $858,065 related

  • JULIE TEER

    SVP & WELLSTAR FOUNDATION PRES

    Total calculated
    $856,870
    From this org
    $0
    From related orgs
    $819,305
    Other
    $37,565
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $565,491 related
    Bonus
    $0 + $237,381 related
    Other
    $0 + $16,433 related
    Deferred
    $0 + $12,252 related
    Nontaxable benefits
    $0 + $25,313 related
    Filer's total
    $0 + $856,870 related

  • BETH KOST

    SVP CHIEF COMPLIANCE OFFICER

    Total calculated
    $816,435
    From this org
    $0
    From related orgs
    $725,815
    Other
    $90,620
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $488,253 related
    Bonus
    $0 + $215,119 related
    Other
    $0 + $22,443 related
    Deferred
    $0 + $37,163 related
    Nontaxable benefits
    $0 + $53,457 related
    Filer's total
    $0 + $816,435 related

  • AHMAD K MIRZA

    MEDICAL DOCTOR

    Total calculated
    $611,692
    From this org
    $519,690
    From related orgs
    $0
    Other
    $92,002
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $519,690
    Bonus
    $0
    Other
    $0
    Deferred
    $22,480
    Nontaxable benefits
    $69,522
    Filer's total
    $611,692

  • JAMES L HORNSBY

    TRUSTEE & PHYSICIAN

    Total calculated
    $582,059
    From this org
    $0
    From related orgs
    $469,330
    Other
    $112,729
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,388 related
    Bonus
    $0 + $125,089 related
    Other
    $0 + $6,853 related
    Deferred
    $0 + $58,466 related
    Nontaxable benefits
    $0 + $54,263 related
    Filer's total
    $0 + $582,059 related

  • PHILLIP L COULE

    VP, MEDICAL AFFAIRS

    Total calculated
    $574,323
    From this org
    $558,109
    From related orgs
    $0
    Other
    $16,214
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $558,109
    Bonus
    $0
    Other
    $0
    Deferred
    $8,107
    Nontaxable benefits
    $8,107
    Filer's total
    $574,323

  • ABDUL R ABUALRUZ

    MEDICAL DOCTOR

    Total calculated
    $570,836
    From this org
    $513,929
    From related orgs
    $0
    Other
    $56,907
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $513,929
    Bonus
    $0
    Other
    $0
    Deferred
    $10,000
    Nontaxable benefits
    $46,907
    Filer's total
    $570,836

  • W CHARLES BROCK

    TRUSTEE

    Total calculated
    $41,497
    From this org
    $0
    From related orgs
    $41,497
    Other
    $0
    Hours/week
    1 + 15 related

  • ED RICHARDSON

    TRUSTEE

    Total calculated
    $15,806
    From this org
    $0
    From related orgs
    $15,806
    Other
    $0
    Hours/week
    1 + 15 related

  • MITZI MOORE

    TRUSTEE

    Total calculated
    $13,338
    From this org
    $0
    From related orgs
    $13,338
    Other
    $0
    Hours/week
    1 + 15 related

  • O SCOTT SWAYZE MD

    TRUSTEE

    Total calculated
    $11,859
    From this org
    $0
    From related orgs
    $11,859
    Other
    $0
    Hours/week
    1 + 15 related

  • FRANK ROS

    TRUSTEE

    Total calculated
    $9,633
    From this org
    $0
    From related orgs
    $9,633
    Other
    $0
    Hours/week
    1 + 15 related

  • MARK BERRY

    TRUSTEE

    Total calculated
    $8,873
    From this org
    $0
    From related orgs
    $8,873
    Other
    $0
    Hours/week
    1 + 15 related

  • JAMES L HOLMES

    TRUSTEE

    Total calculated
    $8,198
    From this org
    $0
    From related orgs
    $8,198
    Other
    $0
    Hours/week
    1 + 15 related

  • GREG MORGAN

    TRUSTEE

    Total calculated
    $5,707
    From this org
    $0
    From related orgs
    $5,707
    Other
    $0
    Hours/week
    1 + 15 related

  • H SPEER BURDETTE III

    TRUSTEE

    Total calculated
    $4,358
    From this org
    $0
    From related orgs
    $4,358
    Other
    $0
    Hours/week
    1 + 15 related

  • KEITH PARKER

    TRUSTEE

    Total calculated
    $4,051
    From this org
    $0
    From related orgs
    $4,051
    Other
    $0
    Hours/week
    1 + 15 related

  • JOHN MCKIBBEN

    TRUSTEE

    Total calculated
    $3,675
    From this org
    $0
    From related orgs
    $3,675
    Other
    $0
    Hours/week
    1 + 15 related

  • JAY CUNNINGHAM

    TRUSTEE

    Total calculated
    $3,092
    From this org
    $0
    From related orgs
    $3,092
    Other
    $0
    Hours/week
    1 + 15 related

  • DAVID BOTTOMS

    TRUSTEE

    Total calculated
    $1,995
    From this org
    $0
    From related orgs
    $1,995
    Other
    $0
    Hours/week
    1 + 15 related

  • EDWARD TATE

    TRUSTEE (BEG 11/23)

    Total calculated
    $358
    From this org
    $0
    From related orgs
    $358
    Other
    $0
    Hours/week
    1 + 15 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 — 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 · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Discretionary spending account
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A
THE ITEMS, AS INDICATED IN LINE 1A, WERE PROVIDED, IN SOME INSTANCES, TO BOARD MEMBERS AND TO CERTAIN EMPLOYED INDIVIDUALS LISTED IN FORM 990, PART VII BY THE ORGANIZATION. THE ORGANIZATION FOLLOWS IRS GUIDELINES AND THESE ITEMS WERE ADDED AS TAXABLE INCOME AS APPROPRIATE.
SCHEDULE J, PART I, LINE 1B
REIMBURSEMENT POLICY: WHILE WELLSTAR HEALTH SYSTEM AND ITS AFFILIATES DO NOT HAVE A WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OF THE ITEMS LISTED IN SCHEDULE J, PART I, LINE 1A, THE ORGANIZATION FOLLOWS IRS GUIDELINES IN THE PAYMENT OF ANY OF THESE ITEMS TO INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A. THESE ITEMS ARE ADDED AS TAXABLE WAGES ON THE INDIVIDUAL'S FORM W-2 AS APPROPRIATE.
SCHEDULE J, PART I, LINE 4B
PARTICIPATION IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: DURING THE YEAR, VICE PRESIDENTS, SENIOR VICE PRESIDENTS, EXECUTIVE VICE PRESIDENTS AND CERTAIN PHYSICIANS PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN SPONSORED BY WELLSTAR HEALTH SYSTEM, INC. THE AMOUNTS RELATED TO THIS PLAN ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THE PLAN INCLUDED IN SCHEDULE J, PART II, COLUMN (B): ANTHONY BUDZINSKI 2,287,591 CANDICE SAUNDERS 446,498 DAVID JONES 748,409 LEO REICHERT 1,795,578 SUSAN GRANT 155,249
SCHEDULE J, PART I, LINE 7
NON-FIXED PAYMENTS TO OFFICERS: AS PART OF THE WELLSTAR EXECUTIVE COMPENSATION PHILOSOPHY A PERFORMANCE PAY PLAN WAS INSTITUTED SEVERAL YEARS AGO WHEREBY THE WELLSTAR BOARD OF TRUSTEES APPROVES AN ANNUAL INCENTIVE PLAN WHICH CONSISTS OF SEVERAL PERFORMANCE GOALS OR FACTORS THAT UPON ATTAINMENT WILL RESULT IN PAYOUTS TO ELIGIBLE PLAN PARTICIPANTS.THOSE FACTORS ARE: (1) PEOPLE & CUSTOMER SERVICE GOAL FOR EMPLOYEE "TRUST INDEX (2) QUALITY & SAFETY GOAL FOR CLINICAL EXCELLENCE AND PATIENT SATISFACTION; AND (3) FINANCIAL GOAL FOR ATTAINING A POSITIVE OPERATING MARGIN. CONFIRMATION OF ACHIEVING THESE GOALS IS TYPICALLY RECEIVED THROUGH THE ANNUAL EXTERNAL AUDIT PROCESS AND APPROVED BY THE BOARD OF TRUSTEES AT THAT TIME.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202511359349315751

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