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Nonprofiteer
← TANNER HEALTH INC

Form 990 for tax year 2023

Filed by TANNER HEALTH INC.

Totals

Total revenue
$362,661
Total expenses
$4,510,688
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$362,661
Total assets, end of year
$8,688,299
Total liabilities, end of year
$17,235,546
Net assets or fund balances, end of year
-$8,547,247
Program services expenses (Part IX)
$346,990
Management and general expenses
$4,163,698
Fundraising expenses
$0
Program service expenses (Part III)
$346,990

Program services were 7.7% 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.

  • 11a · Other revenue: EPIC FEES

    total $337,661 · related or exempt $337,661

  • 11b · Other revenue: MISCELLANEOUS

    total $25,000 · related or exempt $25,000

  • 11e · Other revenue, total

    $362,661

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,172,192 · management and general $1,172,192

  • 8 · Pension plan contributions

    total $29,225 · management and general $29,225

  • 10 · Payroll taxes

    total $59,952 · management and general $59,952

  • 11b · Fees: legal

    total $4,210 · management and general $4,210

  • 11g · Fees: other

    total $441,846 · management and general $441,846

  • 14 · Information technology

    total $730,483 · management and general $730,483

  • 22 · Depreciation, depletion and amortization

    total $346,990 · program services $346,990

  • 24a · Other expenses: HLI SHARED SERVICE EXP.

    total $1,676,187 · management and general $1,676,187

  • 24b · Other expenses: MISCELLANEOUS

    total $49,441 · management and general $49,441

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $162 · management and general $162

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,724,845

  • 9 · Prepaid expenses and deferred charges

    beginning of year $38,424 · end of year $43,711

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

    $6,030,543

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

    $1,112,129

  • 10c · Land, buildings and equipment, net

    beginning of year $5,866,577 · end of year $4,918,414

  • 15 · Other assets

    beginning of year $1,947 · end of year $3,726,174

  • 17 · Accounts payable and accrued expenses

    beginning of year $481,946 · end of year $174,373

  • 25 · Other liabilities

    beginning of year $11,905,793 · end of year $17,061,173

  • 27 · Net assets without donor restrictions

    beginning of year -$4,755,946 · end of year -$8,547,247

Mission and programs · 2023

Mission

TO PROVIDE A CONTINUUM OF QUALITY HEALTHCARE SERVICES WITHIN OUR RESOURCE CAPABILITIES. TO SERVE AS A LEADER IN A COLLABORATIVE EFFORT WITH THE COMMUNITY TO PROVIDE HEALTH EDUCATION, SUPPORT SERVICES, AND CARE FOR THE COUNTY AND SURROUNDING AREA.

  • THE ORGANIZATION OPERATES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OR, OR TO CARRY OUT THE PURPOSES OF, WITHIN THE MEANING OF SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE, TANNER MEDICAL CENTER, INC., A GEORGIA NONPROFIT CORPORATION, TANNER MEDICAL GROUP, INC. AND TO SUPPORT OR BENEFIT OTHER NONPROFIT TAX-EXEMPT HEALTH CARE PROVIDERS AFFILIATED OR NOT AFFILATED WITH THE ORGANIZATION AND ORGANIZED FOR CHARITABLE, SCIENTIFIC OR EDUCATIONAL PURPOSES, AT THE DISCRETION OF THE BOARD OF DIRECTORS, PROVIDED THAT EACH SUPPORTED ORGANIZATION IS ONE DESCRIBED IN SECTION 501(C)(3) AND SECTION 509(A)(1) OR (2) OF THE CODE.

    Expenses $346,990 · Revenue $362,661

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

Listed in Part VII

  • Steve Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Anna Berry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Lynn Clarke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Daniel Jackson

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jeffrey Lindsey DMD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Howard Ray

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Timothy Warren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Frederick O'Neal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Gelon Wasdin Left 1223

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Chris Arant MD

    DIRECTOR

    Total calculated
    $1,473,898
    From this org
    $0
    From related orgs
    $1,450,488
    Other
    $23,410
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $703,403 related
    Bonus
    not reported + $321,142 related
    Other
    not reported + $425,943 related
    Deferred
    not reported + $9,096 related
    Nontaxable benefits
    not reported + $14,314 related
    Filer's total
    not reported + $1,473,898 related

  • Carol Crews

    CFO

    Total calculated
    $985,536
    From this org
    $0
    From related orgs
    $962,247
    Other
    $23,289
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $567,466 related
    Bonus
    not reported + $312,783 related
    Other
    not reported + $81,998 related
    Deferred
    not reported + $11,550 related
    Nontaxable benefits
    not reported + $11,739 related
    Filer's total
    not reported + $985,536 related

  • Loy Howard

    CEO

    Total calculated
    $2,442,747
    From this org
    $0
    From related orgs
    $2,226,051
    Other
    $216,696
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,254,690 related
    Bonus
    not reported + $781,328 related
    Other
    not reported + $190,033 related
    Deferred
    not reported + $201,584 related
    Nontaxable benefits
    not reported + $15,112 related
    Filer's total
    not reported + $2,442,747 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

  • 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)

SCHEDULE J, PAGE 1, PART I, LINE 3
NONE OF THE INDIVIDUAL BOARD MEMBERS OR OFFICERS ARE COMPENSATED BY THE FILING ORGANIZATION AND THE ORGANIZATION MUST RELY ON THE METHODS EMPLOYED BY THE RELATED ORGANIZATION, TANNER MEDICAL CENTER, TO DETERMINE REASONABLE COMPENSATION FOR THE INDIVIDUALS. COMPENSATION DETERMINATION BY TMC INCLUDES AN INDEPENDENT COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT AND SURVEYS, AND BOARD APPROVAL.
SCHEDULE J, PAGE 1, PART I, LINE 4
LOY HOWARD 0 167,534 0
SCHEDULE J, PART III
RETIREMENT PLAN: LOY HOWARD, CEO PARTICIPATES IN AN INELIGIBLE UNFUNDED 457(F) PLAN PROVIDED TO SENIOR EXECUTIVES AS SET BY HIS EMPLOYMENT CONTRACT. THE PLAN BENEFITS ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE AND ARE CONDITIONED UPON THE FUTURE PERFORMANCE OF SERVICES. MR. HOWARD IS ALSO ELIGIBLE FOR THE TANNER ADVANTAGE DEFERRED COMPENSATION PLAN WHICH IS AN ELIGIBLE 457(B) TOP-HAT PLAN AVAILABLE TO SENIOR EXECUTIVES AND PHYSICIANS. A CONTRIBUTION EQUAL TO THE IRS MAXIMUM CONTRIBUTION LIMIT FOR THE YEAR IS MADE ON MR. HOWARD'S BEHALF EACH YEAR. A PAYMENT WAS MADE TO THE CEO THAT REPRESENTS AMOUNTS EARNED OVER THE COURSE OF 10 YEARS. THE ANNUAL AMOUNTS WERE HELD IN A DEFERRED COMPENSATION AND RETENTION PLAN DESIGNED TO ENSURE THE EXECUTIVE'S CONTINUED EMPLOYMENT WITH THE HOSPITAL SYSTEM. ALL REMAINING AMOUNTS UNDER THE PLAN WERE RELEASED IN THE 2019 TAX YEAR. BONUS/INCENTIVE: THE EXECUTIVE TEAM OF THE ORGANIZATION IS ELIGIBLE TO RECEIVE INCENTIVE COMPENSATION IN SUCH AMOUNT, IF ANY, AS DETERMINED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD IN ITS SOLE DISCRETION, BASED ON, AMONG OTHER THINGS, THE ATTAINMENT OF ANNUAL OBJECTIVES ESTABLISHED BY THE BOARD. VARIOUS EMPLOYEES ARE ELIGIBLE TO RECEIVE BONUSES AND ARE ACHIEVEMENT BASED. ANNUAL INCENTIVES INTENDED TO SUPPLEMENT RETIREMENT BUT PAID ANNUALLY ARE CURRENTLY IN PLACE FOR CAROL CREWS, CFO. THESE WERE APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE AND REVIEWED BY AN INDEPENDENT CONSULTANT.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • WEST GEORGIA SURGERY CENTER LLC

    HEALTHCARE · GA

Related corporations and trusts

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

  • HEALTHLIANT ENTERPRISES INC

    C CORP · HEALTHCARE · GA · 100% owned · share of income $933,114 · share of assets $38,824,991 · controlled entity

    Directly controlled by HI HEALTHLIANT INC

  • WEST GEORGIA ENDOSCOPY CTR LLC

    ENDOSCOPY · GA

  • WEST GEORGIA AMBULANCE INC

    AMBULANCE · GA

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202531359349305888

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