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Nonprofiteer
← MARSHFIELD CLINIC INC

Form 990 for tax year 2023

Filed by MARSHFIELD CLINIC INC.

Totals

Total revenue
$633,588,126
Total expenses
$618,274,329
Contributions and grants received
$38,600,784
Grants paid
$691,520
Program service revenue
$582,938,276
Investment income
$12,035,563
Other revenue
$13,503
Total assets, end of year
$800,024,445
Total liabilities, end of year
$615,460,091
Net assets or fund balances, end of year
$184,564,354
Program services expenses (Part IX)
$608,216,420
Management and general expenses
$10,057,909
Fundraising expenses
$0
Program service expenses (Part III)
$608,216,420

Program services were 98.4% 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

    $4,134,981

  • 1e · Government grants (contributions)

    $34,465,803

  • 2a · Program service revenue: INTERCOMPANY REVENUE

    total $303,995,016 · related or exempt $303,995,016

  • 2b · Program service revenue: NET PATIENT SERVICE REVENUE

    total $278,957,352 · related or exempt $271,623,552 · unrelated business $7,333,800

  • 2c · Program service revenue: MISC OTHER OPERATING REVENUE

    total -$14,092 · related or exempt -$14,092

  • 3 · Investment income

    total $7,288,519 · excluded $7,288,519

  • 6a · Gross rents

    real property $296,312

  • 6b · Less rental expenses

    real property $282,809

  • 6c · Rental income or loss

    real property $13,503

  • 6d · Net rental income or loss

    total $13,503 · excluded $13,503

  • 7a · Gross sales of assets other than inventory

    securities $49,291,916 · other assets $471,016

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

    securities $44,777,053 · other assets $238,835

  • 7c · Gain or loss

    securities $4,514,863 · other assets $232,181

  • 7d · Net gain or loss

    total $4,747,044 · related or exempt $232,181 · excluded $4,514,863

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $691,520 · program services $691,520

  • 5 · Compensation of officers, directors and key employees

    total $8,460,840 · program services $8,460,840

  • 7 · Other salaries and wages

    total $331,328,438 · program services $327,921,055 · management and general $3,407,383

  • 8 · Pension plan contributions

    total $2,186,435 · program services $2,114,719 · management and general $71,716

  • 9 · Other employee benefits

    total $11,526,655 · program services $10,778,584 · management and general $748,071

  • 10 · Payroll taxes

    total $4,804,296 · program services $4,623,739 · management and general $180,557

  • 11f · Fees: investment management

    total $608,943 · management and general $608,943

  • 11g · Fees: other

    total $22,207,141 · program services $20,903,290 · management and general $1,303,851

  • 12 · Advertising and promotion

    total $873,869 · program services $868,053 · management and general $5,816

  • 13 · Office expenses

    total $6,182,148 · program services $6,058,777 · management and general $123,371

  • 14 · Information technology

    total $307,007 · program services $306,320 · management and general $687

  • 16 · Occupancy

    total $1,936,451 · program services $1,934,094 · management and general $2,357

  • 17 · Travel

    total $724,394 · program services $690,968 · management and general $33,426

  • 19 · Conferences, conventions and meetings

    total $29,864 · program services $13,915 · management and general $15,949

  • 20 · Interest

    total $22,293,135 · program services $22,293,135

  • 22 · Depreciation, depletion and amortization

    total $20,017,102 · program services $20,017,102

  • 23 · Insurance

    total $3,257,311 · program services $3,257,311

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $172,477,672 · program services $172,453,163 · management and general $24,509

  • 24b · Other expenses: I/C PURCHASED SERVICES

    total $3,862,005 · program services $384,696 · management and general $3,477,309

  • 24c · Other expenses: EQUIPMENT REPAIRS

    total $2,185,275 · program services $2,184,663 · management and general $612

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $2,126,406 · program services $2,126,406

  • 24e · All other expenses

    total $187,422 · program services $134,070 · management and general $53,352

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,630,771 · end of year $4,897,039

  • 2 · Savings and temporary cash investments

    beginning of year $9,344,153 · end of year $22,700,411

  • 3 · Pledges and grants receivable

    end of year $788,595

  • 4 · Accounts receivable

    beginning of year $43,524,834 · end of year $41,643,220

  • 7 · Other notes and loans receivable

    beginning of year $19,894,645 · end of year $17,874,334

  • 8 · Inventories for sale or use

    beginning of year $14,988,705 · end of year $13,284,778

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,094,467 · end of year $3,603,271

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

    $582,616,566

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

    $319,324,544

  • 10c · Land, buildings and equipment, net

    beginning of year $283,093,829 · end of year $263,292,022

  • 11 · Investments: publicly traded securities

    beginning of year $208,325,603 · end of year $228,052,409

  • 12 · Investments: other securities

    beginning of year $160,084,297 · end of year $112,259,319

  • 13 · Investments: program-related

    beginning of year $96,117,989 · end of year $90,204,732

  • 14 · Intangible assets

    beginning of year $370,691 · end of year $370,691

  • 15 · Other assets

    beginning of year $1,613,017 · end of year $1,053,624

  • 17 · Accounts payable and accrued expenses

    beginning of year $294,478,175 · end of year $272,522,256

  • 19 · Deferred revenue

    beginning of year $160,949 · end of year $207,102

  • 20 · Tax-exempt bond liabilities

    beginning of year $323,165,819 · end of year $229,328,890

  • 23 · Secured mortgages and notes payable

    beginning of year $25,451 · end of year $1,947

  • 25 · Other liabilities

    beginning of year $95,464,388 · end of year $113,399,896

  • 27 · Net assets without donor restrictions

    beginning of year $125,698,183 · end of year $183,474,318

  • 28 · Net assets with donor restrictions

    beginning of year $1,090,036 · end of year $1,090,036

Mission and programs · 2023

Mission

WE ENRICH LIVES TO CREATE HEALTHY COMMUNITIES THROUGH ACCESSIBLE, AFFORDABLE, COMPASSIONATE HEALTH CARE.

  • MARSHFIELD CLINIC, INC., FOUNDED IN 1916, IS A NOT-FOR-PROFIT GROUP MEDICAL PRACTICE ENGAGED IN PROVIDING HEALTHCARE, HEALTHCARE EDUCATION, MEDICAL RESEARCH, AND COMMUNITY SERVICE. MARSHFIELD CLINIC RESEARCH INSTITUTE, A DIVISION OF MARSHFIELD CLINIC, ENGAGES IN MEDICAL AND SCIENTIFIC RESEARCH AND THE PROMOTION OF PUBLIC HEALTH, MEDICAL EDUCATION, AND COMMUNITY SERVICE.

    Expenses $608,216,420 · Grants $691,520 · Revenue $575,836,657

As filed on the 2023 return.

Listed in Part VII

  • ALPA SHAH MD

    CHAIR

    Total calculated
    $305,373
    From this org
    $294,888
    From related orgs
    $0
    Other
    $10,485
    Hours/week
    38 + 5 related

    Schedule J breakdown matched by us

    Base
    $284,161
    Bonus
    $0
    Other
    $10,727
    Deferred
    $8,525
    Nontaxable benefits
    $1,960
    Filer's total
    $305,373

  • EDWARD FERNANDEZ MD

    VICE CHAIR - PART YEAR

    Total calculated
    $579,436
    From this org
    $536,206
    From related orgs
    $0
    Other
    $43,230
    Hours/week
    53 + 4 related

    Schedule J breakdown matched by us

    Base
    $349,775
    Bonus
    $148,993
    Other
    $37,438
    Deferred
    $9,900
    Nontaxable benefits
    $33,330
    Filer's total
    $579,436

  • ELVIS PETER MD

    VICE CHAIR

    Total calculated
    $902,242
    From this org
    $855,841
    From related orgs
    $0
    Other
    $46,401
    Hours/week
    53 + 4 related

    Schedule J breakdown matched by us

    Base
    $820,410
    Bonus
    $0
    Other
    $35,431
    Deferred
    $9,900
    Nontaxable benefits
    $36,501
    Filer's total
    $902,242

  • KENT RAY DO

    SECRETARY

    Total calculated
    $444,028
    From this org
    $395,418
    From related orgs
    $0
    Other
    $48,610
    Hours/week
    53 + 3 related

    Schedule J breakdown matched by us

    Base
    $382,286
    Bonus
    $0
    Other
    $13,132
    Deferred
    $9,900
    Nontaxable benefits
    $38,710
    Filer's total
    $444,028

  • JOHN NEAL MD

    TREASURER - PART YEAR

    Total calculated
    $568,151
    From this org
    $518,663
    From related orgs
    $0
    Other
    $49,488
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $483,495
    Bonus
    $2,615
    Other
    $32,553
    Deferred
    $9,900
    Nontaxable benefits
    $39,588
    Filer's total
    $568,151

  • MATTHEW THOMAS MD

    TREASURER

    Total calculated
    $905,973
    From this org
    $863,924
    From related orgs
    $0
    Other
    $42,049
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $812,848
    Bonus
    $8,320
    Other
    $42,756
    Deferred
    $9,900
    Nontaxable benefits
    $32,149
    Filer's total
    $905,973

  • TYLER DAHL MD

    BOARD MEMBER

    Total calculated
    $949,280
    From this org
    $908,550
    From related orgs
    $0
    Other
    $40,730
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $761,771
    Bonus
    $111,693
    Other
    $35,086
    Deferred
    $9,900
    Nontaxable benefits
    $30,830
    Filer's total
    $949,280

  • MATTHEW OELSTROM MD

    BOARD MEMBER

    Total calculated
    $479,189
    From this org
    $441,175
    From related orgs
    $0
    Other
    $38,014
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $333,083
    Bonus
    $97,579
    Other
    $10,513
    Deferred
    $9,900
    Nontaxable benefits
    $28,114
    Filer's total
    $479,189

  • JAYANTH VEDRE MD

    BOARD MEMBER

    Total calculated
    $707,222
    From this org
    $678,686
    From related orgs
    $0
    Other
    $28,536
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $454,636
    Bonus
    $188,964
    Other
    $35,086
    Deferred
    $9,900
    Nontaxable benefits
    $18,636
    Filer's total
    $707,222

  • BART ISAACSON MD

    BOARD MEMBER

    Total calculated
    $321,374
    From this org
    $287,416
    From related orgs
    $0
    Other
    $33,958
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $271,450
    Bonus
    $5,000
    Other
    $10,966
    Deferred
    $8,597
    Nontaxable benefits
    $25,361
    Filer's total
    $321,374

  • BARBARA BOYER MD

    BOARD MEMBER

    Total calculated
    $460,494
    From this org
    $415,567
    From related orgs
    $0
    Other
    $44,927
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $397,095
    Bonus
    $4,500
    Other
    $13,972
    Deferred
    $9,900
    Nontaxable benefits
    $35,027
    Filer's total
    $460,494

  • DAVID JUNKER MD

    BOARD MEMBER

    Total calculated
    $884,590
    From this org
    $833,402
    From related orgs
    $0
    Other
    $51,188
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $792,770
    Bonus
    $5,000
    Other
    $35,632
    Deferred
    $9,900
    Nontaxable benefits
    $41,288
    Filer's total
    $884,590

  • PATRICK WOLF DO

    BOARD MEMBER

    Total calculated
    $383,668
    From this org
    $343,977
    From related orgs
    $0
    Other
    $39,691
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $312,010
    Bonus
    $19,085
    Other
    $12,882
    Deferred
    $9,900
    Nontaxable benefits
    $29,791
    Filer's total
    $383,668

  • SUMITHRA TIRUNAGARAM MD

    BOARD MEMBER - PART YEAR

    Total calculated
    $569,820
    From this org
    $526,562
    From related orgs
    $0
    Other
    $43,258
    Hours/week
    52 + 2 related

    Schedule J breakdown matched by us

    Base
    $396,376
    Bonus
    $117,465
    Other
    $12,721
    Deferred
    $9,900
    Nontaxable benefits
    $33,358
    Filer's total
    $569,820

  • SUSAN TURNEY MD

    MCHS CEO - PART YEAR

    Total calculated
    $3,507,040
    From this org
    $0
    From related orgs
    $3,125,033
    Other
    $382,007
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,225,308 related
    Bonus
    $0 + $450,000 related
    Other
    $0 + $1,449,725 related
    Deferred
    $0 + $361,730 related
    Nontaxable benefits
    $0 + $20,277 related
    Filer's total
    $0 + $3,507,040 related

  • BRIAN HOERNEMAN MD

    INTERIM MCHS CEO

    Total calculated
    $888,868
    From this org
    $0
    From related orgs
    $848,741
    Other
    $40,127
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $741,668 related
    Bonus
    $0 + $73,943 related
    Other
    $0 + $33,130 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $30,227 related
    Filer's total
    $0 + $888,868 related

  • CATHY BUKOWSKI

    MCHS CFO - PART YEAR

    Total calculated
    $749,233
    From this org
    $0
    From related orgs
    $725,840
    Other
    $23,393
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $571,918 related
    Bonus
    $0 + $9,200 related
    Other
    $0 + $144,722 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $13,493 related
    Filer's total
    $0 + $749,233 related

  • JEANETTE WOJTALEWICZ

    INTERIM MCHS CFO

    Total calculated
    $116,564
    From this org
    $0
    From related orgs
    $116,564
    Other
    $0
    Hours/week
    1 + 54 related

  • WILLIAM MELMS MD

    CHIEF MEDICAL OFFICER - PART YEAR

    Total calculated
    $1,074,914
    From this org
    $0
    From related orgs
    $1,053,823
    Other
    $21,091
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $206,266 related
    Bonus
    $0 + $152,673 related
    Other
    $0 + $694,884 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $11,191 related
    Filer's total
    $0 + $1,074,914 related

  • SAMANTHA KLEBE DO

    CHIEF MEDICAL OFFICER

    Total calculated
    $545,008
    From this org
    $0
    From related orgs
    $515,015
    Other
    $29,993
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $466,567 related
    Bonus
    $0 + $21,085 related
    Other
    $0 + $27,363 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $20,093 related
    Filer's total
    $0 + $545,008 related

  • KATHY BRESSLER

    MCHS COO

    Total calculated
    $868,673
    From this org
    $0
    From related orgs
    $839,857
    Other
    $28,816
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $729,760 related
    Bonus
    $0 + $58,468 related
    Other
    $0 + $51,629 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $18,916 related
    Filer's total
    $0 + $868,673 related

  • JERARD JENSEN

    MCHS GENERAL COUNSEL

    Total calculated
    $1,028,816
    From this org
    $0
    From related orgs
    $983,883
    Other
    $44,933
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $811,898 related
    Bonus
    $0 + $148,695 related
    Other
    $0 + $23,290 related
    Deferred
    $0 + $9,900 related
    Nontaxable benefits
    $0 + $35,033 related
    Filer's total
    $0 + $1,028,816 related

  • VIVEKANANDA GONUGUNTA MD

    PHYSICIAN

    Total calculated
    $2,051,772
    From this org
    $2,039,667
    From related orgs
    $0
    Other
    $12,105
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $2,002,922
    Bonus
    $273
    Other
    $36,472
    Deferred
    $9,900
    Nontaxable benefits
    $2,205
    Filer's total
    $2,051,772

  • WILLIAM MCCORMICK MD

    PHYSICIAN

    Total calculated
    $1,250,553
    From this org
    $1,204,382
    From related orgs
    $0
    Other
    $46,171
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,109,113
    Bonus
    $60,183
    Other
    $35,086
    Deferred
    $9,900
    Nontaxable benefits
    $36,271
    Filer's total
    $1,250,553

  • ADEDAYO ONITILO MD

    PHYSICIAN

    Total calculated
    $1,817,906
    From this org
    $1,777,779
    From related orgs
    $0
    Other
    $40,127
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,742,147
    Bonus
    $0
    Other
    $35,632
    Deferred
    $9,900
    Nontaxable benefits
    $30,227
    Filer's total
    $1,817,906

  • ALICE LE HUU MD

    PHYSICIAN

    Total calculated
    $1,366,746
    From this org
    $1,337,228
    From related orgs
    $0
    Other
    $29,518
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,185,376
    Bonus
    $149,446
    Other
    $2,406
    Deferred
    $9,900
    Nontaxable benefits
    $19,618
    Filer's total
    $1,366,746

  • MOHAMMAD ALAOUA MD

    PHYSICIAN

    Total calculated
    $1,415,306
    From this org
    $1,368,629
    From related orgs
    $0
    Other
    $46,677
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,351,463
    Bonus
    $5,000
    Other
    $12,166
    Deferred
    $9,900
    Nontaxable benefits
    $36,777
    Filer's total
    $1,415,306

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 · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION MAY OCCASIONALLY REIMBURSE OR PROVIDE A HOUSING ALLOWANCE FOR KEY EXECUTIVES IN ORDER TO ASSIST WITH RELOCATING TO THE AREA. THE ORGANIZATION MAY ALSO CONTRIBUTE TO OR REIMBURSE FOR HEALTH AND SOCIAL CLUB DUES AS DEEMED NECESSARY IN ORDER TO SUPPORT A BUSINESS NEED.
PART I, LINE 3
THE MARSHFIELD CLINIC HEALTH SYSTEM'S (MCHS) INDEPENDENT COMPENSATION COMMITTEE (THE COMMITTEE) HAS FINAL AUTHORITY FOR APPROVING COMPENSATION AND BENEFITS OF ALL DISQUALIFIED PERSONS EMPLOYED BY ANY OF THE ORGANIZATIONS IN THE SYSTEM. THE COMMITTEE USES COMBINATIONS OF THE FOLLOWING TO EVALUATE COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE, AND WRITTEN EMPLOYMENT CONTRACTS.
PART I, LINES 4A-B
LINE 4A: IN 2023, SUSAN TURNEY, MD RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $614,466, WILLIAM MELMS, MD RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $610,615, AND CATHY BUKOWSKI RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $82,431. LINE 4B: THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN AND RECEIVED A DISTRIBUTION FROM OR HAD AMOUNTS VEST IN THE PLAN: SUSAN TURNEY, MD - $275,424 THE FOLLOWING INDIVIDUALS PARTICATED IN A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN BUT DID NOT RECEIVE A DISTRIBUTION OR HAVE AN AMOUNT VEST IN THE PLAN. UNDER THE PLAN, AMOUNTS DO NOT VEST UNTIL TWO YEARS AFTER SEPARATION FROM THE ORGANIZATION: WILLIAM MELMS, MD ALPA SHAH, MD EDWARD FERNANDEZ, MD MATTHEW THOMAS, MD JERARD JENSEN TYLER DAHL, MD ELVIS PETER, MD PATRICK WOLF, DO MATTHEW OELSTROM, MD JOHN NEAL, MD BART ISAACSON, MD JAYANTH VEDRE, MD KENT RAY, DO BRIAN HOERNEMAN, MD CATHY BUKOWSKI BARBARA BOYER, MD SUMITHRA TIRUNAGARAM, MD VIVEKANANDA GONUGUNTA, MD SAMANTHA KLEBE, DO ADEDAYO ONITILO, MD WILLIAM MCCORMICK, MD MOHAMMAD ALAOUA, MD DAVID JUNKER, MD
PART I, LINE 7
SEVERAL INDIVIDUALS MAY RECEIVE INCENTIVE COMPENSATION BASED ON A VARIETY OF FACTORS, INCLUDING NOT ONLY FINANCIAL MEASURES SUCH AS REVENUE GROWTH OR EARNINGS, BUT ALSO QUALITY, SERVICE, MARKET EXPANSION, COMMUNITY & EMPLOYEE ENGAGEMENT, AND OTHER OUTCOMES OR EXPECTATIONS SET BY THE BOARD AND/OR CEO. ANY PERFORMANCE BONUS IS SUBJECT TO REVIEW BY THE SYSTEM'S INDEPENDENT COMPENSATION COMMITTEE FOR REASONABLENESS.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202403189349303335

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