Totals
- Total revenue
- $42,839,275
- Total expenses
- $27,487,687
- Contributions and grants received
- $40,000,490
- Grants paid
- $20,174,530
- Program service revenue
- $0
- Investment income
- $3,555,395
- Other revenue
- -$716,610
- Total assets, end of year
- $118,680,783
- Total liabilities, end of year
- $1,202,050
- Net assets or fund balances, end of year
- $117,478,733
- Program services expenses (Part IX)
- $23,412,235
- Management and general expenses
- $1,704,550
- Fundraising expenses
- $2,370,902
- Program service expenses (Part III)
- $23,412,235
Program services were 85.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MICHAEL S THOMAS
EX-OFFICIO DIRECTOR
- Total calculated
- $3,802,506
- From this org
- $0
- From related orgs
- $2,125,935
- Other
- $1,676,571
- Hours/week
- 5 + 70 related
Schedule J breakdown matched by us
- Base
- $0 + $1,423,500 related
- Bonus
- $0 + $676,181 related
- Other
- $0 + $26,254 related
- Deferred
- $0 + $1,657,032 related
- Nontaxable benefits
- $0 + $19,539 related
- Filer's total
- $0 + $3,802,506 related
-
NEVIN E KESSLER
EX-OFFICIO DIR/PRESIDENT/CAO
- Total calculated
- $993,804
- From this org
- $0
- From related orgs
- $710,113
- Other
- $283,691
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $505,500 related
- Bonus
- $0 + $129,944 related
- Other
- $0 + $74,669 related
- Deferred
- $0 + $270,644 related
- Nontaxable benefits
- $0 + $13,047 related
- Filer's total
- $0 + $993,804 related
-
MARK W FLOWER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
MARGARET SIMOR RN MSN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
PAUL R GRAY
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
KENNETH L MEEHAN
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
RICHARD HARRIS
CHAIR, GOVERNANCE & NOMINATING
- Total calculated
- $0
- Hours/week
- 5
-
THOMAS M DOWD
OFFICER AT LARGE
- Total calculated
- $0
- Hours/week
- 5
-
GUY R HENSHAW
OFFICER AT LARGE
- Total calculated
- $0
- Hours/week
- 5
-
DOUGLAS M LANGE
OFFICER AT LARGE
- Total calculated
- $0
- Hours/week
- 5
-
MATTHEW D BEINKE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
RAUL DEJU PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
RICHARD M DEL MONTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
TAKIJA GARDNER
DIRECTOR (AS OF 6/30/24)
- Total calculated
- $0
- Hours/week
- 5
-
AUDREY GEE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
KIM E HELGANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
HARRY W KELLOGG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
MELANIE H LEE MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
AL S MALICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
IRENE MELITAS
DIRECTOR (AS OF 6/30/24)
- Total calculated
- $0
- Hours/week
- 5
-
PHILLIP MORRIS
DIRECTOR (AS OF 6/30/24)
- Total calculated
- $0
- Hours/week
- 5
-
REBECCA B QUEEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
ELLIOT D STEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
TIFFANY SVAHN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
RANDY WILLIAMS
DIRECTOR (AS OF 6/30/24)
- Total calculated
- $0
- Hours/week
- 5
-
MELINDA ESTEP
CFO (THRU 6/4/24)
- Total calculated
- $725,869
- From this org
- $0
- From related orgs
- $717,836
- Other
- $8,033
- Hours/week
- 5 + 70 related
Schedule J breakdown matched by us
- Base
- $0 + $342,539 related
- Bonus
- $0 + $61,737 related
- Other
- $0 + $313,560 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $8,033 related
- Filer's total
- $0 + $725,869 related
-
TIM MAURICE
INTERIM CFO (AS OF 6/4/24)
- Total calculated
- $374,400
- From this org
- $0
- From related orgs
- $374,400
- Other
- $0
- Hours/week
- 5 + 70 related
Schedule J breakdown matched by us
- Base
- $0 + $374,400 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $374,400 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, 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
- 1b · Written policy on the line-1a expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
Answered no
- 2 · Substantiation required before reimbursing expenses
- 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)
- PART I, LINE 1A
- NEVIN KESSLER, PRESIDENT/CAO RECEIVED A HOUSING ALLOWANCE OF $37,500 DURING THE YEAR ENDING DECEMBER 31, 2024, WHICH WAS TREATED AS TAXABLE COMPENSATION.
- PART I, LINES 4A-B
- SEVERANCE OR CHANGE OF CONTROL PAYMENT MELINDA ESTEP, SENIOR VP/CFO, RECEIVED A SEVERANCE PAYMENT OF FOUR MONTHS OF COMPENSATION TOTALING $224,615 WHICH IS INCLUDED IN PART II, COLUMN (B)(III).
- PART I, LINE 3:
- COMPENSATION OVERSIGHT JOHN MUIR HEALTH, A RELATED TAX-EXEMPT ORGANIZATION OF JOHN MUIR HEALTH FOUNDATION, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
- PART I, LINE 4B
- NON-QUALIFIED RETIREMENT PLANS RETIREMENT RESTORATION PLAN EMPLOYEES ELIGIBLE FOR THE RETIREMENT RESTORATION PLAN ARE EITHER SENIOR VICE PRESIDENT OR VICE PRESIDENT LEVEL EMPLOYEES. EMPLOYER CONTRIBUTIONS ARE MADE TO THE PLAN ON BEHALF OF ELIGIBLE EMPLOYEES. THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLAN BENEFIT IS REPORTED IN PART II, COLUMN C. VESTING FOR THE RESTORATION PLAN IS AT THE EARLIEST OF THE FOLLOWING: REACHING AGE 65 WITH AT LEAST THREE YEARS OF SERVICE, BECOMING TOTALLY AND PERMANENTLY DISABLED, INVOLUNTARY TERMINATION FOR ANY REASON OTHER THAN CAUSE, CHANGE OF CONTROL OF JOHN MUIR HEALTH, OR DEATH. RESTORATION PLAN BENEFITS ARE PAYABLE AND TAXABLE UPON VESTING. THE FOLLOWING EXECUTIVE PARTICIPATED IN THE PLAN AND EARNED THE FOLLOWING BENEFIT: NEVIN KESLER $90,122. SUPPLEMENTAL EXECUTIVE PLAN EMPLOYEES ELIGIBLE FOR THE SUPPLEMENTAL EXECUTIVE PLAN ARE EITHER CEO OF EMPLOYEES THAT PREVIOUSLY HELD ONE OF THOSE POSITIONS. EMPLOYER WERE MADE DURING THE YEAR. SUPPLEMENTAL EXECUTIVE PLAN JOHN MUIR HEALTH, CEO OR CAO OF JOHN MUIR PHYSICIAN NETWORK, AND CURRENT CONTRIBUTIONS ARE MADE TO THE PLAN ON BEHALF OF ELIGIBLE EMPLOYEES. THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLAN BENEFIT IS REPORTED IN PART II, COLUMN C. VESTING FOR THE SUPPLEMENTAL EXECUTIVE PLAN IS AT THE EARLIEST OF THE FOLLOWING: REACHING AGE 65 WITH AT LEAST THREE YEARS OF SERVICE, BECOMING DISABLED, INVOLUNTARY TERMINATION FOR ANY REASON OTHER THAN CAUSE, TERMINATION UPON CHANGE OF CONTROL OF JOHN MUIR HEALTH, OR DEATH. BENEFITS ARE PAYABLE AND TAXABLE UPON VESTING. THE FOLLOWING EXECUTIVES PARTICIPATED IN THE PLAN AND EARNED THE FOLLOWING BENEFITS DURING THE TAX YEAR: MICHAEL THOMAS $887,895.
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
-
$15,798,010
EQUIPMENT
-
$4,206,247
EQUIPMENT
-
$114,273
EQUIPMENT
-
$10,000
GOLF CHALLENGE SPONSORSHIP
-
DIABLO REGIONAL ARTS ASSOCIATION
$10,000
ON BROADWAY SPONSORSHIP
-
DOLLARS FOR SCHOLARS PROGRAM
-
COMMUNITY SUPPORT
-
$5,000
COMMUNITY SUPPORT
-
NAACP OAKLAND WOMEN'S HEALTH FORUM SPONSORSHIP
-
ANNUAL MEETING SPONSORSHIP
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
501(C)(3) · HEALTHCARE · CA
-
501(C)(3) · HELATHCARE · CA
Directly controlled by JM HEALTH
-
501(C)(3) · CLINIC SRVS · CA
Directly controlled by JM HEALTH
-
JOHN MUIRMT DIABLO COMMUNITY HEALTH
501(C)(3) · GRANT MAKING · CA
Directly controlled by JM HEALTH
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.
-
JOHN MUIR MAGNETIC IMAGING LLC
DIAGNOSTIC IMAG · CA
-
MEDICAL SERVICES · CA
-
WALNUT CREEK CANCER CENTER LLC
MEDICAL SERVICES · CA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
JOHN MUIRMT DIABLO PARENT COMPANY
C · INACTIVE · CA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 7 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503169349308385
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.