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Nonprofiteer
← MCLEOD LORIS SEACOAST HOSPITAL

Form 990 for tax year 2023

Filed by MCLEOD LORIS SEACOAST HOSPITAL.

Totals

Total revenue
$422,940,487
Total expenses
$361,647,748
Contributions and grants received
$488,332
Grants paid
$75,000
Program services expenses (Part IX)
$340,244,559
Management and general expenses
$21,403,189
Fundraising expenses
$0
Program service expenses (Part III)
$340,244,559

Program services were 94.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • S FULTON ERVIN III

    CORPORATE SR. VP/CFO

    Total calculated
    $1,043,133
    From this org
    $0
    From related orgs
    $913,300
    Other
    $129,833
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $650,408 related
    Bonus
    $0 + $178,819 related
    Other
    $0 + $84,073 related
    Deferred
    $0 + $87,469 related
    Nontaxable benefits
    $0 + $42,364 related
    Filer's total
    $0 + $1,043,133 related
  • MONICA VEHIGE

    CEO - MCLEOD SEACOAST HOSPITAL

    Total calculated
    $543,364
    From this org
    $458,914
    From related orgs
    $0
    Other
    $84,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $329,023
    Bonus
    $89,184
    Other
    $40,707
    Deferred
    $49,030
    Nontaxable benefits
    $35,420
    Filer's total
    $543,364
  • SCOTT MONTGOMERY

    CEO - MCLEOD LORIS HOSPITAL

    Total calculated
    $509,755
    From this org
    $432,961
    From related orgs
    $0
    Other
    $76,794
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $313,668
    Bonus
    $84,206
    Other
    $35,087
    Deferred
    $44,581
    Nontaxable benefits
    $32,213
    Filer's total
    $509,755
  • KEVIN DINEEN MD

    TRUSTEE/CHIEF OF STAFF/MD REL CO

    Total calculated
    $405,443
    From this org
    $0
    From related orgs
    $398,426
    Other
    $7,017
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,969 related
    Bonus
    $0
    Other
    $0 + $2,457 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,017 related
    Filer's total
    $0 + $405,443 related
  • RAYMOND HOLT MD

    TRUSTEE/MD REL CO

    Total calculated
    $331,386
    From this org
    $0
    From related orgs
    $300,024
    Other
    $31,362
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $297,325 related
    Bonus
    $0
    Other
    $0 + $2,699 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $31,362 related
    Filer's total
    $0 + $331,386 related
  • DAVID S BJERKEN MD

    TRUSTEE SECRETARY/MD REL CO-PART YR

    Total calculated
    $678,052
    From this org
    $0
    From related orgs
    $659,104
    Other
    $18,948
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $605,654 related
    Bonus
    $0
    Other
    $0 + $53,450 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,948 related
    Filer's total
    $0 + $678,052 related
  • AMIT PANDE MD

    TRUSTEE/STAFF MD-RELATED ORG

    Total calculated
    $992,116
    From this org
    $0
    From related orgs
    $945,374
    Other
    $46,742
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $942,309 related
    Bonus
    $0
    Other
    $0 + $3,065 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $46,742 related
    Filer's total
    $0 + $992,116 related
  • BRIAN WALKER

    TRUSTEE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • BEREND VAN DER MEER

    TRUSTEE VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • TIM CARR MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • SANDY DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • LINDA PICKENS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • KELLY WILSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JENNIFER WILBANKS PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • JIM SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • RENEE HEMBREE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • DONNA C ISGETT

    CORPORATE PRESIDENT/CEO

    Total calculated
    $2,236,018
    From this org
    $0
    From related orgs
    $2,011,094
    Other
    $224,924
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,294,560 related
    Bonus
    $0 + $647,857 related
    Other
    $0 + $68,677 related
    Deferred
    $0 + $187,279 related
    Nontaxable benefits
    $0 + $37,645 related
    Filer's total
    $0 + $2,236,018 related
  • MATTHEW JOHNSON MD

    CORPORATE COO

    Total calculated
    $980,653
    From this org
    $0
    From related orgs
    $880,698
    Other
    $99,955
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $704,351 related
    Bonus
    $0 + $172,350 related
    Other
    $0 + $3,997 related
    Deferred
    $0 + $89,733 related
    Nontaxable benefits
    $0 + $10,222 related
    Filer's total
    $0 + $980,653 related
  • CHUE XIONG MD

    STAFF PHYSICIAN

    Total calculated
    $432,136
    From this org
    $416,140
    From related orgs
    $0
    Other
    $15,996
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $409,584
    Bonus
    $3,333
    Other
    $3,223
    Deferred
    $0
    Nontaxable benefits
    $15,996
    Filer's total
    $432,136
  • LEONARD SCHWARTZ MD

    STAFF PHYSICIAN

    Total calculated
    $456,229
    From this org
    $436,609
    From related orgs
    $0
    Other
    $19,620
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $430,090
    Bonus
    $3,333
    Other
    $3,186
    Deferred
    $7,926
    Nontaxable benefits
    $11,694
    Filer's total
    $456,229
  • JOSEPH R SZULEWSKI MD

    STAFF PHYSICIAN

    Total calculated
    $489,557
    From this org
    $453,699
    From related orgs
    $0
    Other
    $35,858
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $427,820
    Bonus
    $3,333
    Other
    $22,546
    Deferred
    $0
    Nontaxable benefits
    $35,858
    Filer's total
    $489,557
  • ROBERT HUNTER MD

    STAFF PHYSICIAN

    Total calculated
    $472,958
    From this org
    $442,401
    From related orgs
    $0
    Other
    $30,557
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $437,286
    Bonus
    $0
    Other
    $5,115
    Deferred
    $0
    Nontaxable benefits
    $30,557
    Filer's total
    $472,958
  • MATTHEW KELLNER MD

    STAFF PHYSICIAN

    Total calculated
    $468,699
    From this org
    $440,416
    From related orgs
    $0
    Other
    $28,283
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $433,863
    Bonus
    $3,333
    Other
    $3,220
    Deferred
    $0
    Nontaxable benefits
    $28,283
    Filer's total
    $468,699

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 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

  • 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)

PART I, LINE 3
THIS ENTITY RELIED ON A RELATED ORGANIZATION THAT USED THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR OFFICERS AND DIRECTORS: 1. COMPENSATION COMMITTEE 2. COMPENSATION STUDY 3. APPROVAL OF THE BOARD ANNUALLY APPROVING COMPENSATION AMOUNTS 4. INDEPENDENT COMPENSATION CONSULTANT 5. OTHER COMPARABLE ORGANIZATIONS
PART I, LINE 4B
MCLEOD HEALTH HAS A 457(F) EXECUTIVE RETIREMENT PLAN (THE "PLAN"). PARTICIPATION IN THE PLAN IS LIMITED TO A SELECT GROUP OF EXECUTIVE MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES DESIGNATED BY THE BOARD OF MCLEOD HEALTH AT ITS SOLE DISCRETION. MCLEOD HEALTH MAY MAKE DISCRETIONARY CONTRIBUTIONS TO THE PLAN ON BEHALF OF PARTICIPANTS, WHICH NEED NOT BE UNIFORM AMONG PARTICIPANTS. NO PARTICIPANT CONTRIBUTIONS ARE PERMITTED UNDER THE PLAN SO THE PLAN IS ENTIRELY FUNDED BY MCLEOD HEALTH. CONTRIBUTIONS TO THE PLAN ARE MADE IN A MANNER THAT IS CONSISTENT WITH MCLEOD HEALTH'S POLICIES, PROCESS, AND PROCEDURES FOR DETERMINING COMPENSATION. SERP DISTRIBUTIONS DURING THE YEAR ARE AS FOLLOWS: S. FULTON ERVIN III: $74,144 DONNA ISGETT: $60,469 JOSEPH SZULEWSKI: $19,287 MONICA VEHIGE: $38,593 SCOTT MONTGOMERY: $31,985 PARTICIPANT ACCOUNT BALANCES VEST BASED ON YEARS OF SERVICE AND PARTICIPANT AGE. UNVESTED BALANCES ARE SUBJECT TO FORFEITURE.
PART I, LINE 7
THE ORGANIZATION AWARDS BONUSES ON THE BASIS OF QUALITY AND OTHER PERFORMANCE FACTORS.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 August 2025
IRS schema version
2023v6.0
Source object
202532249349302373

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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