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Nonprofiteer
← ARKANSAS CHILDRENS MEDICAL GROUP PLLC

Form 990 for tax year 2022

Filed by ARKANSAS CHILDRENS MEDICAL GROUP PLLC.

Totals

Total revenue
$19,594,148
Total expenses
$18,947,114
Contributions and grants received
$9,860,000
Grants paid
$0
Program service revenue
$9,722,222
Investment income
$9,326
Other revenue
$2,600
Total assets, end of year
$1,229,674
Total liabilities, end of year
$2,614,835
Net assets or fund balances, end of year
-$1,385,161
Program services expenses (Part IX)
$17,992,723
Management and general expenses
$954,391
Fundraising expenses
$0
Program service expenses (Part III)
$17,992,723

Program services were 95.0% 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

    $9,860,000

  • 2a · Program service revenue: PAYMENTS FOR MED SERVI

    total $9,722,222 · related or exempt $9,722,222

  • 3 · Investment income

    total $9,326 · excluded $9,326

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $2,600 · related or exempt $2,600

  • 11e · Other revenue, total

    $2,600

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,479,104 · program services $1,479,104

  • 7 · Other salaries and wages

    total $13,197,151 · program services $12,673,109 · management and general $524,042

  • 9 · Other employee benefits

    total $2,452,022 · program services $2,341,455 · management and general $110,567

  • 11c · Fees: accounting

    total $3,860 · management and general $3,860

  • 11g · Fees: other

    total $526,267 · program services $310,108 · management and general $216,159

  • 13 · Office expenses

    total $18,679 · management and general $18,679

  • 14 · Information technology

    total $17,883 · management and general $17,883

  • 16 · Occupancy

    total $7,932 · management and general $7,932

  • 17 · Travel

    total $91,511 · program services $88,136 · management and general $3,375

  • 19 · Conferences, conventions and meetings

    total $2,695 · program services $2,695

  • 20 · Interest

    total $873 · management and general $873

  • 22 · Depreciation, depletion and amortization

    total $40,343 · management and general $40,343

  • 23 · Insurance

    total $245,916 · program services $245,916

  • 24a · Other expenses: PHYSICIAN SERVICES/RECR

    total $665,938 · program services $665,938

  • 24b · Other expenses: CME ALLOWANCE

    total $132,597 · program services $132,597

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $53,510 · program services $53,510

  • 24d · Other expenses: OTHER ADMINISTRATIVE EX

    total $10,833 · program services $155 · management and general $10,678

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $203,808 · end of year $49,834

  • 4 · Accounts receivable

    beginning of year $738,876 · end of year $983,989

  • 9 · Prepaid expenses and deferred charges

    beginning of year $82,657 · end of year $125,390

  • 15 · Other assets

    beginning of year $75,038 · end of year $70,461

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,132,574 · end of year $2,614,835

  • 27 · Net assets without donor restrictions

    beginning of year -$2,032,195 · end of year -$1,385,161

Mission and programs · 2022

Mission

WE CHAMPION CHILDREN BY MAKING THEM BETTER TODAY AND HEALTHIER TOMORROW.CONTINUED ON SCHEDULE OARKANSAS CHILDREN'S WILL FUNDAMENTALLY TRANSFORM HEALTHCARE DELIVERY FOR THE CHILDREN OF ARKANSAS AND BEYOND. ARKANSAS CHILDREN'S CORE VALUES ARE THE ORGANIZATIONAL PRINCIPLES THAT HIGHLIGHT OUR REGARD FOR EACH OTHER AND THOSE WE SERVE:SAFETY: WE ARE VIGILANT ABOUT CREATING AN ERROR-FREE ENVIRONMENT FOR PATIENTS, FAMILIES, AND TEAM MEMBERS.TEAMWORK: WE DEMONSTRATE ACTIONABLE CARE AND CONCERN FOR PATIENTS, FAMILIES, AND TEAM MEMBERS.COMPASSION: WE COORDINATE, COMMUNICATE, COOPERATE, AND COLLABORATE TO ENSURE THE HIGHEST LEVEL OF SERVICE FOR OUR PATIENTS, FAMILIES, AND TEAM MEMBERS.EXCELLENCE: WE ACHIEVE THE HIGHEST OF STANDARDS AND SERVE WITH DISTINCTION IN ORDER TO BE THE BEST.SAFETY AND EXCELLENCE FRAME OUR WORK. TEAMWORK AND COMPASSION PLACE PEOPLE AT THE CENTER OF ALL WE DO.

Activities or mission (Part I)

WE CHAMPION CHILDREN BY MAKING THEM BETTER TODAY AND HEALTHIER TOMORROW.

  • ACMG (THE MEDICAL GROUP) WAS FORMED TO FURTHER THE CHARITABLE HEALTHCARE MISSION OF THE INTEGRATED HEALTHCARE SYSTEM OF WHICH ARKANSAS CHILDREN'S, INC. IS THE PARENT CORPORATION, AND WHICH INCLUDES THE FOLLOWING TAX-EXEMPT ORGANIZATIONS: ARKANSAS CHILDREN'S HOSPITAL, ARKANSAS CHILDREN'S NORTHWEST, ARKANSAS CHILDREN'S FOUNDATION, AND ARKANSAS CHILDREN'S RESEARCH INSTITUTE.ACMG WILL TREAT PATIENTS THROUGH CARE PROVIDED BY ITS PRIMARY CARE AND SPECIALTY PHYSICIANS, INCLUDING EMERGENCY DEPARTMENT SPECIALISTS, HOSPITALISTS, AND PEDIATRIC PRIMARY CARE PHYSICIANS, AS WELL AS OTHER HEALTH PRACTITIONERS, INCLUDING PHYSICIAN ASSISTANTS AND ADVANCED PRACTICE REGISTERED NURSES (APRNS). CONTINUED ON SCHEDULE O.ALL OF THE PHYSICIANS WHO PRACTICE AT THE MEDICAL GROUP ARE REQUIRED TO BE ON THE MEDICAL STAFF AND HAVE ADMITTING PRIVILEGES AT ARKANSAS CHILDREN'S HOSPITAL AND/OR ARKANSAS CHILDREN'S NORTHWEST. THE MEDICAL GROUP'S PRIMARY ACTIVITIES WILL CONSIST OF TREATING PATIENTS AT ARKANSAS CHILDREN'S NORTHWEST AND ARKANSAS CHILDREN'S HOSPITAL IN ORDER TO INCREASE THE QUALITY OF PEDIATRIC CARE. IN ADDITION, SERVICES PROVIDED VIA TELEMEDICINE WERE EXPANDED IN RESPONSE TO COVID-19. THROUGH THE FOREGOING ACTIVITIES, ACMG IMPACTS THE SIGNIFICANT COMMUNITY NEED FOR INCREASED ACCESS AND IMPROVED QUALITY OF PEDIATRIC HEALTHCARE IN ARKANSAS.THE COMMUNITY NEED IN NORTHWEST ARKANSAS IS MADE PARTICULARLY ACUTE GIVEN THE FACT THAT A SIGNIFICANT PERCENTAGE OF CHILDREN (SOME ESTIMATE AT LEAST 1 IN 4 CHILDREN) IN NORTHWEST ARKANSAS LIVE IN POVERTY, AND AN EVEN GREATER NUMBER LIVE IN LOW INCOME HOUSEHOLDS. CHILDREN RAISED IN POVERTY HAVE POORER HEALTH OUTCOMES THAN OTHER CHILDREN, GENERALLY BEING SICK FOR LONGER PERIODS AND LESS LIKELY TO RECEIVE QUALITY HEALTHCARE OR PREVENTATIVE CARE. ONE OF THE PARTICULAR CHALLENGES TO ADDRESSING THE HEALTHCARE NEEDS OF CHILDREN IN NORTHWEST ARKANSAS IS THAT A LARGE NUMBER OF PRIMARY CARE PEDIATRICIANS IN THE AREA ARE NOT ACCEPTING NEW MEDICAID PATIENTS. THE MEDICAL GROUP WILL HELP EXPAND THE PEDIATRIC HEALTHCARE SERVICES AVAILABLE TO MEDICAID AND INDIGENT YOUTH AND ADDRESS THE UNIQUE HEALTHCARE AND RELATED NEEDS OF THIS POPULATION.

    Expenses $17,992,723 · Revenue $9,724,822

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • FREDERICK BARR MD

    ACMG PRESIDENT & SECRETARY

    Total calculated
    $969,326
    From this org
    $0
    From related orgs
    $872,402
    Other
    $96,924
    Hours/week
    6.08 + 54.23 related

    Schedule J breakdown matched by us

    Base
    $0 + $667,364 related
    Bonus
    $0 + $200,096 related
    Other
    $0 + $4,942 related
    Deferred
    $0 + $85,600 related
    Nontaxable benefits
    $0 + $11,324 related
    Filer's total
    $0 + $969,326 related

  • ASHAY PATEL MD

    PHYS OPS MED DIR/PED UROLOGIST

    Total calculated
    $668,891
    From this org
    $634,441
    From related orgs
    $0
    Other
    $34,450
    Hours/week
    55.08

    Schedule J breakdown matched by us

    Base
    $602,744
    Bonus
    $31,247
    Other
    $450
    Deferred
    $16,041
    Nontaxable benefits
    $18,409
    Filer's total
    $668,891

  • ROBERT WILLIAMS MD

    CHIEF MED OFCR/BOARD OF MNGRS MBR

    Total calculated
    $446,532
    From this org
    $416,323
    From related orgs
    $0
    Other
    $30,209
    Hours/week
    25.08 + 25 related

    Schedule J breakdown matched by us

    Base
    $359,425
    Bonus
    $56,007
    Other
    $891
    Deferred
    $15,550
    Nontaxable benefits
    $14,659
    Filer's total
    $446,532

  • CHRISTINA DALTON MD

    MEDICAL DIRECTOR

    Total calculated
    $326,564
    From this org
    $294,961
    From related orgs
    $0
    Other
    $31,603
    Hours/week
    50.08

    Schedule J breakdown matched by us

    Base
    $216,261
    Bonus
    $78,478
    Other
    $222
    Deferred
    $16,040
    Nontaxable benefits
    $15,563
    Filer's total
    $326,564

  • GENA WINGFIELD

    AC CFO/BOARD OF MANAGERS MEMBER

    Total calculated
    $916,557
    From this org
    $0
    From related orgs
    $819,786
    Other
    $96,771
    Hours/week
    0.06 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $568,077 related
    Bonus
    $0 + $184,957 related
    Other
    $0 + $66,752 related
    Deferred
    $0 + $85,609 related
    Nontaxable benefits
    $0 + $11,162 related
    Filer's total
    $0 + $916,557 related

  • JAMIE WIGGINS

    AC COO/BOARD OF MANAGERS MEMBER

    Total calculated
    $716,187
    From this org
    $0
    From related orgs
    $644,204
    Other
    $71,983
    Hours/week
    0.02 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $502,611 related
    Bonus
    $0 + $140,764 related
    Other
    $0 + $829 related
    Deferred
    $0 + $60,926 related
    Nontaxable benefits
    $0 + $11,057 related
    Filer's total
    $0 + $716,187 related

  • CRYSTAL KOHANKE

    AC CPO/BOARD OF MANAGERS MEMBER

    Total calculated
    $464,182
    From this org
    $0
    From related orgs
    $402,037
    Other
    $62,145
    Hours/week
    0.04 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,826 related
    Bonus
    $0 + $69,707 related
    Other
    $0 + $1,504 related
    Deferred
    $0 + $47,045 related
    Nontaxable benefits
    $0 + $15,100 related
    Filer's total
    $0 + $464,182 related

  • STEPHEN CANON MD

    PHYS OPS MED DIRECTOR (PARTIAL YR)

    Total calculated
    $766,738
    From this org
    $731,106
    From related orgs
    $0
    Other
    $35,632
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $666,708
    Bonus
    $63,708
    Other
    $690
    Deferred
    $16,916
    Nontaxable benefits
    $18,716
    Filer's total
    $766,738

  • ISMAEL ZAMILPA MD

    PEDIATRIC UROLOGIST

    Total calculated
    $635,157
    From this org
    $598,375
    From related orgs
    $0
    Other
    $36,782
    Hours/week
    68

    Schedule J breakdown matched by us

    Base
    $588,185
    Bonus
    $9,500
    Other
    $690
    Deferred
    $19,300
    Nontaxable benefits
    $17,482
    Filer's total
    $635,157

  • JYH-I LU MD

    PEDIATRIC EMER MED PHYSICIAN

    Total calculated
    $594,410
    From this org
    $567,724
    From related orgs
    $0
    Other
    $26,686
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $292,795
    Bonus
    $274,629
    Other
    $300
    Deferred
    $10,250
    Nontaxable benefits
    $16,436
    Filer's total
    $594,410

  • ALEXA BOLLINGER MD

    PEDIATRIC EMER MED PHYSICIAN

    Total calculated
    $475,542
    From this org
    $452,793
    From related orgs
    $0
    Other
    $22,749
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $296,764
    Bonus
    $155,729
    Other
    $300
    Deferred
    $16,050
    Nontaxable benefits
    $6,699
    Filer's total
    $475,542

  • SARAH WESTON

    MEDICAL DIRECTOR

    Total calculated
    $461,574
    From this org
    $445,569
    From related orgs
    $0
    Other
    $16,005
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $294,490
    Bonus
    $150,779
    Other
    $300
    Deferred
    $5,800
    Nontaxable benefits
    $10,205
    Filer's total
    $461,574

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 · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
CHARTER TRAVEL IS USED BY ARKANSAS CHILDREN'S AND AFFILIATED ENTITIES' BOARD MEMBERS AND STAFF (AND OCCASIONALLY ACCOMPANYING SPOUSES/COMPANIONS) WHEN IT IS DEEMED THE MOST EFFICIENT METHOD OF TRAVEL TO DISTANT AREAS WITHIN THE STATE OR TO SURROUNDING STATES FOR PURPOSES RELATED TO ARKANSAS CHILDREN'S BUSINESS. SEPARATE TRAVEL (NON-CHARTER) FOR COMPANIONS IS REIMBURSED BY THE EMPLOYEE IF SUCH TRAVEL IS ON AN INDIVIDUAL BASIS; THUS, SUCH TRAVEL IS NOT CONSIDERED TAXABLE COMPENSATION TO THE EMPLOYEE. FIVE OFFICERS/EMPLOYEES USED CHARTER TRAVEL DURING THE CALENDAR YEAR. BECAUSE THE CHARTER TRAVEL WAS USED FOR ARKANSAS CHILDREN'S BUSINESS PURPOSES, IT WAS NOT CONSIDERED AS TAXABLE WAGES.
PART I, LINE 3
COMPENSATION FOR ANY ACMG EXECUTIVE OR SENIOR OFFICER (PRESIDENT; EXECUTIVE VICE PRESIDENT; SENIOR VICE PRESIDENT) WHO IS NOT A CONTRACTED UAMS EMPLOYEE IS REVIEWED BY THE ARKANSAS CHILDREN'S HUMAN RESOURCES AND COMPENSATION COMMITTEE WHICH IS ESTABLISHED THROUGH THE BYLAWS OF ARKANSAS CHILDREN'S, INC. THE HUMAN RESOURCES AND COMPENSATION COMMITTEE HAS THE FULL AUTHORITY AND SPECIFIC RESPONSIBILITY FOR REVIEWING AND APPROVING COMPENSATION POLICIES, BASE SALARY AND INCENTIVE COMPENSATION LEVELS, EXECUTIVE RETIREMENT AND OTHER EXECUTIVE BENEFIT PLANS FOR HEALTH SYSTEM SENIOR MANAGEMENT, INCLUDING OFFICERS OF THE CORPORATION AND AFFILIATES WHO ARE "DISQUALIFIED PERSONS" UNDER SECTION 4958 OF THE CODE. THE POLICIES AND PROGRAMS REVIEWED AND APPROVED BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE SHALL BE DESIGNED TO ENSURE THAT THE CORPORATION AND ITS AFFILIATES REMAIN COMPETITIVE AND REASONABLE RELATIVE TO THE COMPENSATION AND BENEFITS PRACTICES OF SIMILARLY SITUATED HEALTH SYSTEMS LOCALLY AND NATIONALLY, AND TO PERMIT THE CORPORATION AND SUCH AFFILIATES TO ATTRACT AND RETAIN SUPERIOR SENIOR MANAGEMENT, IN FURTHERANCE OF THE CORPORATION'S AND AFFILIATES PURPOSES. THE HUMAN RESOURCES AND COMPENSATION COMMITTEE SHALL HAVE, TO THE FULLEST EXTENT OF THE LAW, THE AUTHORITY TO APPROVE THE COMPENSATION PACKAGES FOR SENIOR MANAGEMENT OF THE CORPORATION AND THE AFFILIATES. IN ITS PROCESS, THE COMMITTEE SHALL OBTAIN AND MUST RELY UPON APPROPRIATE DATA AS TO COMPARABILITY PRIOR TO MAKING ITS DETERMINATION OF REASONABLENESS WITH RESPECT TO THE COMPENSATION ARRANGEMENTS OF DISQUALIFIED PERSONS. APPROPRIATE DATA INCLUDES, BUT IS NOT LIMITED TO, COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS, BOTH TAXABLE AND TAX-EXEMPT, FOR FUNCTIONALLY COMPARABLE POSITIONS; THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA OF THE CORPORATION, CURRENT COMPENSATION SURVEYS COMPILED BY INDEPENDENT FIRMS; AND ACTUAL WRITTEN OFFERS FROM SIMILAR INSTITUTIONS COMPETING FOR THE SERVICES OF THE DISQUALIFIED PERSON. THE COMMITTEE MAY RELY UPON OPINIONS OF QUALIFIED LEGAL, ACCOUNTING, VALUATION AND EXECUTIVE COMPENSATION EXPERTS. CONTEMPORANEOUSLY WITH MAKING ITS DETERMINATION OF REASONABLENESS WITH RESPECT TO THE COMPENSATION ARRANGEMENT OF THE CEO AND DISQUALIFIED PERSONS, THE COMMITTEE SHALL DOCUMENT IN ITS MINUTES THE BASIS FOR ITS DECISIONS. COMPENSATION FOR ANY ARKANSAS CHILDREN'S MEDICAL GROUP PHYSICIAN OR PROVIDER IS REVIEWED BY THE ARKANSAS CHILDREN'S MEDICAL GROUP EXECUTIVE COMMITTEE. THROUGH THE ACMG POLICY ON COMPENSATION ARRANGEMENTS WITH PHYSICIANS, THE EXECUTIVE COMMITTEE HAS THE FULL AUTHORITY AND SPECIFIC RESPONSIBILITY FOR REVIEWING AND APPROVING COMPENSATION POLICIES, BASE SALARY AND INCENTIVE COMPENSATION LEVELS, AND OTHER BENEFIT PLANS FOR EMPLOYED PHYSICIANS. THIS POLICY IS INTENDED TO ENSURE THAT COMPENSATION ARRANGEMENTS WITH PHYSICIANS ARE MADE IN ACCORDANCE WITH A STANDARDIZED PROCESS, AND TO ENSURE COMPLIANCE WITH ALL APPLICABLE FEDERAL AND STATE LAWS, INCLUDING THE FEDERAL PHYSICIAN SELF-REFERRAL LAW ("STARK LAW") AND THE FEDERAL ANTI-KICKBACK STATUTE. THE POLICY ALSO PROMOTES SOUND BUSINESS AND ETHICAL JUDGMENTS IN CONNECTION WITH COMPENSATION ARRANGEMENTS WITH PHYSICIANS. IN ITS PROCESS, THE COMMITTEE OBTAINS AND RELIES UPON APPROPRIATE DATA FROM MULTIPLE BENCHMARK SURVEYS PRIOR TO MAKING ITS DETERMINATION OF REASONABLENESS WITH RESPECT TO THE COMPENSATION ARRANGEMENTS OF PHYSICIANS.
PART I, LINE 4B
AC'S DEFERRED COMPENSATION PLAN (DCP), WAS INSTITUTED ON 6/30/2014. THE DCP IS A 457(F) NONQUALIFIED SUPPLEMENTAL RETIREMENT PLAN, PROVIDING ANNUAL CONTRIBUTIONS TO CERTAIN EXECUTIVES AT A PERCENTAGE OF THEIR BASE SALARY IN EFFECT ON JUNE 30 OF THE PLAN YEAR. THE SUPPLEMENTAL COMPENSATION SERVES TO ENCOURAGE CONTINUED EMPLOYMENT WITH ARKANSAS CHILDREN'S AND ITS AFFILIATES. THE PLAN PROVIDES THAT DEFERRED AMOUNTS ARE PAID AS SOON AS ADMINISTRATIVELY POSSIBLE AFTER BEING VESTED. IT IS INTENDED THAT SUCH PAYMENTS QUALIFY FOR THE "SHORT-TERM DEFERRAL" EXEMPTION FROM IRC SECTION 409A, AND FOR TAX DEFERRAL UNDER IRC SECTION 457(F). PER THE PLAN DOCUMENT, EACH DCP CONTRIBUTION FOR A PLAN YEAR AND ITS ASSOCIATED EARNINGS VEST AS FOLLOWS, ON THE EARLIER OF: - (SUBACCOUNT); THE FIRST DAY OF THE PLAN YEAR FOLLOWING THREE (3) CONTINUOUS PLAN YEARS OF EMPLOYMENT BY THE PARTICIPANT WITH ARKANSAS CHILDREN'S OR AFFILIATE, WHICH BEGINS ON THE FIRST DAY OF THE PLAN YEAR FOR WHICH THE CONTRIBUTION IS CREDITED. - (PRIMARY ACCOUNT, INCLUDING SUBACCOUNTS) - ATTAINMENT OF AGE 65 AND AT LEAST 3 YEARS OF SERVICE AS A DCP PARTICIPANT - (PRIMARY ACCOUNT, INCLUDING SUBACCOUNTS) - DEATH OR PERMANENT DISABILITY - (PRIMARY ACCOUNT, INCLUDING SUBACCOUNTS) - INVOLUNTARY TERMINATION (OTHER THAN FOR CAUSE) - (PRIMARY ACCOUNT, INCLUDING SUBACCOUNTS) - PLAN TERMINATION FOR TAX YEAR 2022 (FISCAL YEAR 2023), THE PRESIDENT AND THREE REPORTABLE EMPLOYEES WERE ELIGIBLE AND PARTICIPATING IN THE DEFERRED COMPENSATION PLAN. SOME OF THESE EMPLOYEES RECEIVED DISTRIBUTIONS PER THE PLAN DOCUMENT. SUCH AMOUNTS ARE NOTED BELOW. - GENA WINGFIELD: ACMG BOARD OF MANAGERS & AC EVP AND CFO - $62,593 PER THE PLAN DOCUMENT, UPON BECOMING VESTED IN A PLAN YEAR SUBACCOUNT AND AS SOON AS ADMINISTRATIVELY PRACTICABLE AFTER SUCH VESTING DATE, BUT NO LATER THAN THE END OF THE CALENDAR YEAR IN WHICH SUCH VESTING DATE OCCURRED, INDIVIDUAL PARTICIPANTS WILL BE PAID A LUMP SUM PAYMENT EQUAL TO THE PLAN YEAR SUBACCOUNT BALANCE AS OF THE JUNE 30 IMMEDIATELY PRECEDING SUCH VESTING DATE.
FORM 990, SCHEDULE J, PART I, LINES 5-7
THE INCENTIVE PLANS FOR ALL ENTITIES HAVE SPECIFIC RULES AND CALCULATIONS FOR BONUSES. NONE ARE CONTINGENT ON REVENUES OR NET EARNINGS OF THE ORGANIZATIONS (ANY), AND SINCE THEY ARE CALCULATED BASED ON A SPECIFIC FORMULA, THEY ARE NOT "NON-FIXED". THE QUESTIONS 5, 6, AND 7 IN PART I TO SCHEDULE J ARE ALL CORRECTLY ANSWERED "NO".

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.

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 corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202411279349301886

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