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← HOLZER MEDICAL CENTER-JACKSON

Form 990 for tax year 2023

Filed by HOLZER MEDICAL CENTER-JACKSON.

Totals

Total revenue
$33,477,753
Total expenses
$25,149,438
Contributions and grants received
$910,249
Grants paid
$0
Program service revenue
$32,374,141
Investment income
$13,760
Other revenue
$179,603
Total assets, end of year
$34,135,872
Total liabilities, end of year
$42,621,196
Net assets or fund balances, end of year
-$8,485,324
Program services expenses (Part IX)
$23,883,068
Management and general expenses
$1,266,370
Fundraising expenses
$0
Program service expenses (Part III)
$23,883,068

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.

  • 1e · Government grants (contributions)

    $910,042

  • 1f · All other contributions, gifts and grants

    $207

  • 2a · Program service revenue: NET PATIENT SERVICES

    total $31,318,006 · related or exempt $31,318,006

  • 2b · Program service revenue: HCAP

    total $1,056,135 · related or exempt $1,056,135

  • 3 · Investment income

    total $12,826 · excluded $12,826

  • 6a · Gross rents

    real property $84,490

  • 6b · Less rental expenses

    real property $24,710

  • 6c · Rental income or loss

    real property $59,780

  • 6d · Net rental income or loss

    total $59,780 · related or exempt $59,780

  • 7a · Gross sales of assets other than inventory

    securities $934

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

    securities $0

  • 7c · Gain or loss

    securities $934

  • 7d · Net gain or loss

    total $934 · excluded $934

  • 11a · Other revenue: CAFETERIA SALES

    total $115,573 · excluded $115,573

  • 11b · Other revenue: DISCOUNTS

    total $4,250 · excluded $4,250

  • 11e · Other revenue, total

    $119,823

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $8,345,311 · program services $7,745,450 · management and general $599,861

  • 8 · Pension plan contributions

    total $97,446 · program services $90,469 · management and general $6,977

  • 9 · Other employee benefits

    total $2,770,419 · program services $2,572,065 · management and general $198,354

  • 10 · Payroll taxes

    total $697,002 · program services $647,099 · management and general $49,903

  • 11a · Fees: management

    total $13,500 · program services $13,500

  • 11c · Fees: accounting

    total $86,352 · management and general $86,352

  • 11g · Fees: other

    total $3,166,377 · program services $3,116,181 · management and general $50,196

  • 13 · Office expenses

    total $447,587 · program services $397,161 · management and general $50,426

  • 14 · Information technology

    total $91,393 · program services $63,841 · management and general $27,552

  • 16 · Occupancy

    total $725,709 · program services $671,981 · management and general $53,728

  • 17 · Travel

    total $74,753 · program services $41,139 · management and general $33,614

  • 20 · Interest

    total $486,193 · program services $451,383 · management and general $34,810

  • 22 · Depreciation, depletion and amortization

    total $802,513 · program services $745,055 · management and general $57,458

  • 23 · Insurance

    total $174,631 · program services $167,945 · management and general $6,686

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $3,339,387 · program services $3,339,387

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $2,602,253 · program services $2,592,568 · management and general $9,685

  • 24c · Other expenses: FRANCHISE FEE

    total $824,686 · program services $824,686

  • 24d · Other expenses: FOOD

    total $245,514 · program services $244,746 · management and general $768

  • 24e · All other expenses

    total $158,412 · program services $158,412

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,351 · end of year $1,426

  • 2 · Savings and temporary cash investments

    beginning of year $14,171,577 · end of year $15,019,298

  • 4 · Accounts receivable

    beginning of year $2,538,031 · end of year $4,729,085

  • 7 · Other notes and loans receivable

    beginning of year $415,548 · end of year $1,449,438

  • 8 · Inventories for sale or use

    beginning of year $391,512 · end of year $387,162

  • 9 · Prepaid expenses and deferred charges

    beginning of year $81,079 · end of year $96,610

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

    $53,575,865

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

    $45,737,483

  • 10c · Land, buildings and equipment, net

    beginning of year $8,444,258 · end of year $7,838,382

  • 11 · Investments: publicly traded securities

    beginning of year $358,351 · end of year $369,265

  • 15 · Other assets

    beginning of year $3,587,319 · end of year $4,245,206

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,822,879 · end of year $3,121,049

  • 19 · Deferred revenue

    beginning of year $449,189

  • 23 · Secured mortgages and notes payable

    beginning of year $25,931,536 · end of year $24,814,335

  • 25 · Other liabilities

    beginning of year $17,511,767 · end of year $14,685,812

  • 27 · Net assets without donor restrictions

    beginning of year -$16,730,992 · end of year -$8,488,677

  • 28 · Net assets with donor restrictions

    beginning of year $4,647 · end of year $3,353

Mission and programs · 2023

Mission

FRIENDLY VISITS, EXCELLENT CARE; EVERY PATIENT, EVERY TIME.

Activities or mission (Part I)

TO ENHANCE THE HEALTH AND WELL BEING OF THOSE WE SERVE.

  • THE HOSPITAL ACCEPTS ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. A PATIENT IS CLASSIFIED AS A CHARITY PATIENT BY REFERENCE TO CERTAIN ESTABLISHED POLICIES OF THE HOSPITAL. IN ASSESSING A PATIENT'S INABILITY TO PAY, THE HOSPITAL COMPARES INCURRED CHARGES WITH GENERALLY RECOGNIZED POVERTY INCOME LEVELS AND THE PATIENT'S FINANCIAL RESOURCES. BECAUSE THE HOSPITAL DOES NOT EXPECT TO RECEIVE PAYMENT FOR AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THESE AMOUNTS ARE NOT REPORTED AS NET PATIENT SERVICE REVENUES.CONSISTENT WITH ITS MISSION, THE HOSPITAL PROVIDES COMMUNITY SERVICES INTENDED TO BENEFIT THE UNDERSERVED AND ENHANCE THE HEALTH STATUS OF THE COMMUNITY. THE HOSPITAL OPERATES A 24 HOUR PER DAY, 7 DAY PER WEEK EMERGENCY ROOM PROVIDING CARE TO ALL PATIENTS. CONTINUING EDUCATION, CERTIFICATION PROGRAMS AND INFORMATIONAL SEMINARS ARE CONDUCTED FOR BOTH HOSPITAL AND MEDICAL STAFF. HEALTH FAIRS FOR THE COMMUNITY ARE CONDUCTED AT NO CHARGE. HOSPITAL STAFF ALSO RESPONDS TO REQUESTS FROM EMPLOYERS AND COMMUNITY GROUPS, ALONG WITH SENIOR CITIZENS CENTERS, FOR SCREENINGS AND INFORMATIONAL PROGRAMS.THE HOSPITAL'S MEETING ROOMS ARE MADE AVAILABLE TO ORGANIZATIONS AT NO CHARGE FOR HEALTH-RELATED PROGRAMMING AND MEETINGS. ADDITIONALLY, CIVIC AND PROFESSIONAL ORGANIZATIONS ARE INVITED TO THE HOSPITAL REGULARLY FOR PROGRAMS THAT ARE EDUCATIONAL AND INFORMATIONAL ON HEALTH CARE SERVICES AS DEVELOPED.SPEAKERS FROM THE HOSPITAL STAFF ARE AVAILABLE AND RESPOND TO SPEAKING INVITATIONS FOR GROUPS AND ORGANIZATIONS IN THE HOSPITAL'S SERVICE AREA. THE HOSPITAL OFFERS MANY SERVICES TO THE COMMUNITY AT NOMINAL OR NO CHARGE, INCLUDING BLOOD PRESSURE AND BLOOD SUGAR SCREENINGS, CHOLESTEROL CHECKS, PULSE OXIMETRY, PROSTRATE CHECKS AND BONE DENSITY. ASSISTANCE IS ALSO PROVIDED TO SENIOR CITIZENS AND OTHER PATIENTS AND THEIR FAMILIES WITH THE SUBMISSIONS OF FORMS FOR INSURANCE, FINANCIAL COUNSELING, AND APPLICATION TO THE MEDICARE AND MEDICAID PROGRAMS FOR HEALTH SERVICE COVERAGE. COSTS ASSOCIATED WITH THESE PROGRAMS ARE INCLUDED IN THE HOSPITAL'S EXPENSES.

    Expenses $23,883,068 · Revenue $32,433,921

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Brent Saunders

    TRUSTEE

    Total calculated
    $357,857
    From this org
    $0
    From related orgs
    $352,612
    Other
    $5,245
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,612 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,526 related
    Nontaxable benefits
    $0 + $1,719 related
    Filer's total
    $0 + $357,857 related

  • Tom Wiseman

    VICE CHAIR

    Total calculated
    $24,000
    From this org
    $0
    From related orgs
    $24,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Larry Kidd

    CHAIRMAN

    Total calculated
    $24,000
    From this org
    $0
    From related orgs
    $24,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Gary Roach

    TRUSTEE

    Total calculated
    $95,175
    From this org
    $0
    From related orgs
    $93,615
    Other
    $1,560
    Hours/week
    1 + 49 related

  • Bob Grillo

    SECRETARY

    Total calculated
    $24,000
    From this org
    $0
    From related orgs
    $24,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Paul Reed

    TREASURER

    Total calculated
    $24,000
    From this org
    $0
    From related orgs
    $24,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Steve Chapman

    CHAIRMAN - PART YEAR

    Total calculated
    $24,000
    From this org
    $0
    From related orgs
    $24,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Brad Munn

    TRUSTEE

    Total calculated
    $24,000
    From this org
    $0
    From related orgs
    $24,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Rodney Stout

    CEO - HHS

    Total calculated
    $489,624
    From this org
    $0
    From related orgs
    $481,584
    Other
    $8,040
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $481,584 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $8,040 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $489,624 related

  • Michael Canady MD

    CEO - HHS - PART YEAR

    Total calculated
    $752,081
    From this org
    $0
    From related orgs
    $738,668
    Other
    $13,413
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $738,668 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,413 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $752,081 related

  • Michael Haynes

    CFO - HHS

    Total calculated
    $411,158
    From this org
    $0
    From related orgs
    $403,763
    Other
    $7,395
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $403,763 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,395 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $411,158 related

  • Dr Zachary Bosley

    PHYSICIAN

    Total calculated
    $347,384
    From this org
    $342,353
    From related orgs
    $0
    Other
    $5,031
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $342,353
    Bonus
    $0
    Other
    $0
    Deferred
    $5,031
    Nontaxable benefits
    $0
    Filer's total
    $347,384

  • Dr Matthew Comeau

    PHYSICIAN

    Total calculated
    $385,412
    From this org
    $379,486
    From related orgs
    $0
    Other
    $5,926
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $379,486
    Bonus
    $0
    Other
    $0
    Deferred
    $5,926
    Nontaxable benefits
    $0
    Filer's total
    $385,412

  • Dr Julio Galindo

    PHYSICIAN

    Total calculated
    $263,642
    From this org
    $260,295
    From related orgs
    $0
    Other
    $3,347
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $260,295
    Bonus
    $0
    Other
    $0
    Deferred
    $3,347
    Nontaxable benefits
    $0
    Filer's total
    $263,642

  • Dr Jennifer Calafato

    PHYSICIAN

    Total calculated
    $214,083
    From this org
    $210,332
    From related orgs
    $0
    Other
    $3,751
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $210,332
    Bonus
    $0
    Other
    $0
    Deferred
    $3,751
    Nontaxable benefits
    $0
    Filer's total
    $214,083

  • Dr Hannah Davidson

    PHYSICIAN

    Total calculated
    $208,782
    From this org
    $205,782
    From related orgs
    $0
    Other
    $3,000
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $205,782
    Bonus
    $0
    Other
    $0
    Deferred
    $3,000
    Nontaxable benefits
    $0
    Filer's total
    $208,782

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 3
COMPENSATION PAID TO THE ORGANIZATION'S CEO IS ESTABLISHED BY A RELATED ORGANIZATION, HOLZER HEALTH SYSTEM, AND INCLUDES USE OF AN INDEPENDENT COMPENSATION CONSULTANT, A WRITTEN EMPLOYMENT CONTRACT, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

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.

  • HOLZER VANGUARD INC AND AFFILIATES

    C · STOCK HOLDING COMPANY · OH · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
1 May 2025
IRS schema version
2023v6.0
Source object
202521269349302657

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