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Nonprofiteer
← SONORA COMMUNITY HOSPITAL

Form 990 for tax year 2023

Filed by SONORA COMMUNITY HOSPITAL.

Totals

Total revenue
$346,670,034
Total expenses
$312,218,163
Contributions and grants received
$2,895,530
Grants paid
$162,561
Program service revenue
$313,247,675
Investment income
$17,406,106
Other revenue
$13,120,723
Total assets, end of year
$375,399,394
Total liabilities, end of year
$132,209,584
Net assets or fund balances, end of year
$243,189,810
Program services expenses (Part IX)
$254,827,511
Management and general expenses
$57,097,044
Fundraising expenses
$293,608
Program service expenses (Part III)
$254,827,511

Program services were 81.6% 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.

  • 1c · Fundraising events

    $101,075

  • 1e · Government grants (contributions)

    $2,398,536

  • 1f · All other contributions, gifts and grants

    $395,919

  • 2a · Program service revenue: Dietary

    total $687,822 · related or exempt $687,822

  • 2b · Program service revenue: Incentive and Quality Rev

    total $120,298 · related or exempt $120,298

  • 2c · Program service revenue: Medical Office Rentals

    total $139,869 · related or exempt $139,869

  • 2d · Program service revenue: Patient Care Services

    total $303,080,778 · related or exempt $303,080,778

  • 2e · Program service revenue: Pharmacy

    total $9,140,484 · related or exempt $9,140,484

  • 2f · All other program service revenue

    total $78,424 · related or exempt $67,290 · unrelated business $11,134

  • 3 · Investment income

    total $17,313,506 · excluded $17,313,506

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $92,498 · other assets $102

  • 7c · Gain or loss

    securities $92,498 · other assets $102

  • 7d · Net gain or loss

    total $92,600 · related or exempt $92,600

  • 8a · Fundraising events: gross income

    $64,387

  • 8a · Fundraising events: contributions included on line 1c

    $101,075

  • 8b · Fundraising events: direct expenses

    $60,417

  • 8c · Net income from fundraising events

    total $3,970 · excluded $3,970

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $13,152,003

  • 10b · Cost of goods sold

    $35,250

  • 10c · Net income from sales of inventory

    total $13,116,753 · unrelated business $30,424 · excluded $13,086,329

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $162,561 · program services $162,561

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $99,927,205 · program services $87,018,331 · management and general $12,729,212 · fundraising $179,662

  • 8 · Pension plan contributions

    total $3,598,191 · program services $3,120,638 · management and general $470,450 · fundraising $7,103

  • 9 · Other employee benefits

    total $15,807,505 · program services $14,021,179 · management and general $1,751,732 · fundraising $34,594

  • 10 · Payroll taxes

    total $7,139,242 · program services $6,305,824 · management and general $819,449 · fundraising $13,969

  • 11a · Fees: management

    total $27,729,042 · management and general $27,729,042

  • 11b · Fees: legal

    total $653,987 · management and general $653,987

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $60,060,610 · program services $55,832,337 · management and general $4,210,023 · fundraising $18,250

  • 12 · Advertising and promotion

    total $105,118 · management and general $105,118

  • 13 · Office expenses

    total $2,458,541 · program services $2,080,423 · management and general $364,346 · fundraising $13,772

  • 14 · Information technology

    total $8,326,986 · program services $1,356,219 · management and general $6,969,167 · fundraising $1,600

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $8,134,524 · program services $7,808,847 · management and general $311,352 · fundraising $14,325

  • 17 · Travel

    total $327,763 · program services $276,922 · management and general $47,526 · fundraising $3,315

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $78,238 · program services $48,420 · management and general $29,818

  • 20 · Interest

    total $3,222,276 · program services $3,222,276

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $9,367,183 · program services $9,090,276 · management and general $276,907

  • 23 · Insurance

    total $1,442,386 · program services $1,441,886 · management and general $500

  • 24a · Other expenses: Patient Care Supplies

    total $60,654,569 · program services $60,558,926 · management and general $89,002 · fundraising $6,641

  • 24b · Other expenses: Other Expenses

    total $2,065,180 · program services $1,525,390 · management and general $539,413 · fundraising $377

  • 24c · Other expenses: Equipment Rentals

    total $680,357 · program services $680,357

  • 24d · Other expenses: Quality Assurance

    total $272,699 · program services $272,699

  • 24e · All other expenses

    total $4,000 · program services $4,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $184,591,504 · end of year $207,783,708

  • 3 · Pledges and grants receivable

    beginning of year $310,915 · end of year $0

  • 4 · Accounts receivable

    beginning of year $34,418,461 · end of year $40,024,935

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $7,063,853 · end of year $7,282,241

  • 9 · Prepaid expenses and deferred charges

    beginning of year $404,626 · end of year $794,074

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

    $196,645,483

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

    $110,330,956

  • 10c · Land, buildings and equipment, net

    beginning of year $87,446,670 · end of year $86,314,527

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    beginning of year $433,978 · end of year $433,978

  • 15 · Other assets

    beginning of year $26,829,697 · end of year $32,765,931

  • 17 · Accounts payable and accrued expenses

    beginning of year $20,334,393 · end of year $22,220,866

  • 25 · Other liabilities

    beginning of year $110,150,019 · end of year $109,988,718

  • 27 · Net assets without donor restrictions

    beginning of year $209,561,121 · end of year $241,601,558

  • 28 · Net assets with donor restrictions

    beginning of year $1,454,171 · end of year $1,588,252

Mission and programs · 2023

Mission

Living Gods love by inspiring health, wholeness and hope.

  • Sonora Community Hospital, dba Adventist Health Sonora (AHSR), provides quality medical healthcare regardless of race, creed, sex, national origin, handicap, age, or ability to pay.Although, reimbursement for services rendered is critical to the operation and stability of Sonora Community Hospital, the organization recognizes that not all individuals possess the ability to pay for essential medical services.Adventist Healths vision is to enhance the health of the communities where we live and serve by engaging our communities and our patients in a new definition of and partnership for personal community health. In keeping with this commitment to serve all members of the community, the following coverage will be considered when individuals who need health care cannot afford to pay: Free care and/or subsidized care Care to persons covered by governmental programs at/or below cost Health/wellness activities and community education programsNot only does Sonora Community Hospital provide low-cost care to individuals covered by government programs, and those unable to afford healthcare, it also helps patients find and access private and governmental resources for healthcare benefits.AHSR recognizes below-cost reimbursement as charity and uncompensated care in meeting its mission to the entire community. The unreimbursed cost of providing care to these patients in 2023 was $ 680,660.The following Inpatient services were provided to all our patients:483 babies delivered781 surgeries performed32,496 patient days The following Outpatient services were provided to all our patients:34,584 emergency department visits3,283 outpatient surgeries performed175,633 outpatient visits 200,460 clinic visitsAHSR recognizes it has an obligation to provide human services above and beyond its role as a healing facility. Schedule H provides more details on the tangible ways in which the organization is fulfilling its mission. The total unreimbursed cost of these community benefits in 2023 was $34,361,048.Adventist Healths mission statement of living Gods love by inspiring health, wholeness and hope is coupled with a vision to transform the health experience of our communities through collaborative programs, community investments and community outreach. We are inspired by the healing ministry, as represented by the life of Jesus Christ, and believe we are called to live out our mission intentionally in the communities we serve. In the small towns, suburbs, and inner cities we serve, we continue our journey to provide quality healthcare until every person made in Gods image has experienced the best health today, hope for tomorrow, and Gods love that endures forever.The following story illustrates how Adventist Health Sonora is able to provide quality care for our community in an extraordinary way:In September 2023, Adventist Health Sonora partnered with the Seventh-Day Adventist Church, the wellness initiative Blue Zones Project Tuolumne County, the county Public Health Department, and individual volunteers from across the community to offer free health services. More than 200 volunteers including dental, vision, medical, massage therapy, and haircare professionals provided about $221,000 in free services and labor for 259 patients at the Life Hope Clinic.One grateful patient thanked the hosts for his wifes free root canal.It was a great experience and I'm very grateful for getting my fillings done, Tim and Susan Burkett wrote when they left the clinic. Very grateful to all of the volunteers and the doctor, and my wife is very grateful for the root canal and now she will be able to eat and drink without pain.Church staff shared numbers from the event that showed dental volunteers helped 136 dental patients receive a total of 63 fillings, 73 cleanings, 54 tooth extractions, and two root canals. Vision volunteers did 128 eye exams and patients received 125 pairs of prescription glasses. Medical volunteers did 25 cardiology exams, 25 electrocardiograms, and provided 95 patients with foot care. Volunteer professionals also did 61 haircuts and 108 massages.Altogether, 248 volunteers provided $140,425 in services and $80,660 in donated labor, for a total cost of $221,085 in free health care and other services provided.Great staff in all aspects of treatment, Evelyn Medeiro wrote. God bless all of you. Thank you.Some people who came to the clinic for services wrote their thanks in Spanish: Muchas Gracias. Familia Castillo.People were urged to come early because services were offered first-come, first-served. No insurance or ID was required to register. All ages 10 years and older were welcome.Websites for our community benefit information: https://www.adventisthealth.org/about-us/community-benefit/

    Expenses $254,827,511 · Grants $162,561 · Revenue $346,670,034

As filed on the 2023 return.

Listed in Part VII

  • Heinrich Kerry

    Director/CEO

    Total calculated
    $3,358,171
    From this org
    $0
    From related orgs
    $3,302,428
    Other
    $55,743
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $2,017,000 related
    Bonus
    not reported + $1,208,880 related
    Other
    not reported + $76,548 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $44,099 related
    Filer's total
    not reported + $3,358,171 related
  • Hofheins Todd

    COO/Vice Chair

    Total calculated
    $2,347,081
    From this org
    $0
    From related orgs
    $2,272,592
    Other
    $74,489
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,389,462 related
    Bonus
    not reported + $735,265 related
    Other
    not reported + $147,865 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $62,845 related
    Filer's total
    not reported + $2,347,081 related
  • Beaman John

    CFO/Asst Secty

    Total calculated
    $1,752,256
    From this org
    $0
    From related orgs
    $1,680,553
    Other
    $71,703
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,091,769 related
    Bonus
    not reported + $569,149 related
    Other
    not reported + $19,635 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $60,059 related
    Filer's total
    not reported + $1,752,256 related
  • Stevens Eric

    President, Northern CA/HI State Net

    Total calculated
    $1,584,193
    From this org
    $0
    From related orgs
    $1,526,293
    Other
    $57,900
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,045,616 related
    Bonus
    not reported + $319,995 related
    Other
    not reported + $160,682 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $46,256 related
    Filer's total
    not reported + $1,584,193 related
  • Nahapetian Arby

    Former Care Div Med Off thru 02/22

    Total calculated
    $1,550,255
    From this org
    $0
    From related orgs
    $1,482,294
    Other
    $67,961
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    not reported + $967,385 related
    Bonus
    not reported + $329,621 related
    Other
    not reported + $185,288 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $56,317 related
    Filer's total
    not reported + $1,550,255 related
  • Jahn Andrew

    Former Care Div Pres thru 02/22

    Total calculated
    $1,516,531
    From this org
    $0
    From related orgs
    $1,465,906
    Other
    $50,625
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,044,420 related
    Bonus
    not reported + $406,990 related
    Other
    not reported + $14,496 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $50,625 related
    Filer's total
    not reported + $1,516,531 related
  • Wing Billy

    Former Dir/A Sec/V Chair thru 01/22

    Total calculated
    $1,465,237
    From this org
    $0
    From related orgs
    $1,438,460
    Other
    $26,777
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $1,438,460 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $26,777 related
    Filer's total
    not reported + $1,465,237 related
  • Jobe Meredith

    Secretary

    Total calculated
    $1,020,211
    From this org
    $0
    From related orgs
    $959,488
    Other
    $60,723
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $660,525 related
    Bonus
    not reported + $168,715 related
    Other
    not reported + $130,248 related
    Deferred
    not reported + $14,609 related
    Nontaxable benefits
    not reported + $46,114 related
    Filer's total
    not reported + $1,020,211 related
  • Fuentes Michelle

    President, AHSR

    Total calculated
    $784,069
    From this org
    $0
    From related orgs
    $725,699
    Other
    $58,370
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $555,270 related
    Bonus
    not reported + $87,515 related
    Other
    not reported + $82,914 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $46,726 related
    Filer's total
    not reported + $784,069 related
  • Heard Alexander

    Former Med Off, North CA thru 04/22

    Total calculated
    $761,144
    From this org
    $0
    From related orgs
    $695,602
    Other
    $65,542
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $498,148 related
    Bonus
    not reported + $70,366 related
    Other
    not reported + $127,088 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $53,898 related
    Filer's total
    not reported + $761,144 related
  • Spenst Brett

    Former Care Div Finance thru 04/23

    Total calculated
    $565,336
    From this org
    $0
    From related orgs
    $520,625
    Other
    $44,711
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $259,692 related
    Bonus
    not reported + $250,809 related
    Other
    not reported + $10,124 related
    Deferred
    not reported + $12,160 related
    Nontaxable benefits
    not reported + $32,551 related
    Filer's total
    not reported + $565,336 related
  • McCulloch Gregory

    Treas/Asst Sec

    Total calculated
    $535,548
    From this org
    $0
    From related orgs
    $481,671
    Other
    $53,877
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $382,874 related
    Bonus
    not reported + $40,787 related
    Other
    not reported + $58,010 related
    Deferred
    not reported + $13,043 related
    Nontaxable benefits
    not reported + $40,834 related
    Filer's total
    not reported + $535,548 related
  • Estenson Kara

    Patient Care Executive

    Total calculated
    $449,621
    From this org
    $0
    From related orgs
    $376,121
    Other
    $73,500
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $312,886 related
    Bonus
    not reported + $33,875 related
    Other
    not reported + $29,360 related
    Deferred
    not reported + $13,033 related
    Nontaxable benefits
    not reported + $60,467 related
    Filer's total
    not reported + $449,621 related
  • Newton Tyler

    Operations Executive

    Total calculated
    $423,799
    From this org
    $0
    From related orgs
    $337,113
    Other
    $86,686
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $290,283 related
    Bonus
    not reported + $29,871 related
    Other
    not reported + $16,959 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $75,042 related
    Filer's total
    not reported + $423,799 related
  • Stuart Stephanie

    Medical Officer

    Total calculated
    $395,818
    From this org
    $0
    From related orgs
    $362,479
    Other
    $33,339
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $319,105 related
    Bonus
    not reported + $21,949 related
    Other
    not reported + $21,425 related
    Deferred
    not reported + $914 related
    Nontaxable benefits
    not reported + $32,425 related
    Filer's total
    not reported + $395,818 related
  • Smith Lyndsy

    RN

    Total calculated
    $342,658
    From this org
    $276,738
    From related orgs
    $0
    Other
    $65,920
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $267,325
    Bonus
    $1,500
    Other
    $7,913
    Deferred
    $9,388
    Nontaxable benefits
    $56,532
    Filer's total
    $342,658
  • Holaday Patricia

    RN Nurse Lead

    Total calculated
    $323,123
    From this org
    $264,295
    From related orgs
    $0
    Other
    $58,828
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $258,746
    Bonus
    $1,500
    Other
    $4,049
    Deferred
    $10,754
    Nontaxable benefits
    $48,074
    Filer's total
    $323,123
  • Calindas Nemia

    RN

    Total calculated
    $318,987
    From this org
    $267,893
    From related orgs
    $0
    Other
    $51,094
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $263,486
    Bonus
    $1,500
    Other
    $2,907
    Deferred
    $8,604
    Nontaxable benefits
    $42,490
    Filer's total
    $318,987
  • Suess Andy

    Physician Assistan

    Total calculated
    $309,534
    From this org
    $256,608
    From related orgs
    $0
    Other
    $52,926
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $252,608
    Bonus
    $4,000
    Other
    not reported
    Deferred
    $9,137
    Nontaxable benefits
    $43,789
    Filer's total
    $309,534
  • Laris Edward

    Director of Surgical Services

    Total calculated
    $291,335
    From this org
    $233,477
    From related orgs
    $0
    Other
    $57,858
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $207,461
    Bonus
    $6,850
    Other
    $19,166
    Deferred
    $10,943
    Nontaxable benefits
    $46,915
    Filer's total
    $291,335
  • Butterworth Faith

    Pharmacy Director

    Total calculated
    $281,353
    From this org
    $255,524
    From related orgs
    $0
    Other
    $25,829
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,059
    Bonus
    $7,631
    Other
    $22,834
    Deferred
    $7,331
    Nontaxable benefits
    $18,498
    Filer's total
    $281,353
  • Mirrashed Nadereh Hannah

    Director of Laboratory Services

    Total calculated
    $279,205
    From this org
    $218,495
    From related orgs
    $0
    Other
    $60,710
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $195,486
    Bonus
    $6,608
    Other
    $16,401
    Deferred
    $6,663
    Nontaxable benefits
    $54,047
    Filer's total
    $279,205
  • Casey Christy

    Administrative Director, Operations

    Total calculated
    $262,789
    From this org
    $223,553
    From related orgs
    $0
    Other
    $39,236
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $200,649
    Bonus
    $5,932
    Other
    $16,972
    Deferred
    $6,793
    Nontaxable benefits
    $32,443
    Filer's total
    $262,789
  • Gillmeister Edward

    Cardiovascular Services Director

    Total calculated
    $248,075
    From this org
    $0
    From related orgs
    $177,674
    Other
    $70,401
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $148,694 related
    Bonus
    not reported + $6,288 related
    Other
    not reported + $22,692 related
    Deferred
    not reported + $5,068 related
    Nontaxable benefits
    not reported + $65,333 related
    Filer's total
    not reported + $248,075 related
  • Freedman John

    Director/Chair

    Total calculated
    $26,770
    From this org
    $0
    From related orgs
    $26,770
    Other
    $0
    Hours/week
    0 + 4 related
  • Cherry Robert

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Davis Andrew

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Innocent Larry

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Reiner Richard

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Salazar Velino

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Newton Bradford

    Dir/Vice Chair

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Banks David

    Director

    Total calculated
    $26,181
    From this org
    $0
    From related orgs
    $26,181
    Other
    $0
    Hours/week
    0 + 4 related
  • Woodson Marc

    Director

    Total calculated
    $21,611
    From this org
    $0
    From related orgs
    $21,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Wagner Jack

    Director

    Total calculated
    $16,180
    From this org
    $0
    From related orgs
    $16,180
    Other
    $0
    Hours/week
    0 + 4 related
  • Fehr Joy

    Director

    Total calculated
    $430
    From this org
    $0
    From related orgs
    $430
    Other
    $0
    Hours/week
    0 + 4 related
  • Shultz Jeff eff 824

    Finance Officer

    Total calculated
    $0
    Hours/week
    0

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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

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 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
1 November 2024
IRS schema version
2023v5.1
Source object
202423069349301722

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