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Nonprofiteer
← PHOEBE PHYSICIAN GROUP INC

Form 990 for tax year 2024

Filed by PHOEBE PHYSICIAN GROUP INC.

Totals

Total revenue
$245,159,199
Total expenses
$245,159,198
Contributions and grants received
$5,166,072
Grants paid
$0
Program service revenue
$62,574,874
Investment income
$151,431
Other revenue
$177,266,822
Total assets, end of year
$37,747,496
Total liabilities, end of year
$40,140,732
Net assets or fund balances, end of year
-$2,393,236
Program services expenses (Part IX)
$211,521,009
Management and general expenses
$33,638,189
Fundraising expenses
$0
Program service expenses (Part III)
$211,521,009

Program services were 86.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SCOTT STEINER

    BD MEM/PPHS

    Total calculated
    $2,238,940
    From this org
    $0
    From related orgs
    $1,908,308
    Other
    $330,632
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,071,448 related
    Bonus
    not reported + $583,788 related
    Other
    not reported + $253,072 related
    Deferred
    not reported + $287,949 related
    Nontaxable benefits
    not reported + $42,683 related
    Filer's total
    not reported + $2,238,940 related

  • CHIRAG JANI MD

    BOARD MBR -

    Total calculated
    $1,871,232
    From this org
    $1,815,846
    From related orgs
    $0
    Other
    $55,386
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,791,604
    Bonus
    not reported
    Other
    $24,242
    Deferred
    $6,038
    Nontaxable benefits
    $49,348
    Filer's total
    $1,871,232

  • JOHN FENNESSY MD

    PHYSICIAN

    Total calculated
    $1,776,601
    From this org
    $1,720,010
    From related orgs
    $0
    Other
    $56,591
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,696,200
    Bonus
    not reported
    Other
    $23,810
    Deferred
    $10,350
    Nontaxable benefits
    $46,241
    Filer's total
    $1,776,601

  • DANIEL MARTIN MD

    BOARD MBR/PH

    Total calculated
    $1,649,728
    From this org
    $1,578,034
    From related orgs
    $0
    Other
    $71,694
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $1,554,224
    Bonus
    not reported
    Other
    $23,810
    Deferred
    $23,000
    Nontaxable benefits
    $48,694
    Filer's total
    $1,649,728

  • JAMES COMAN JR MD

    PHYSICIAN

    Total calculated
    $1,550,562
    From this org
    $1,507,654
    From related orgs
    $0
    Other
    $42,908
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $1,504,090
    Bonus
    not reported
    Other
    $3,564
    Deferred
    $10,350
    Nontaxable benefits
    $32,558
    Filer's total
    $1,550,562

  • JOSE TONGOL MD

    PHYSICIAN

    Total calculated
    $1,497,710
    From this org
    $1,441,946
    From related orgs
    $0
    Other
    $55,764
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,415,588
    Bonus
    not reported
    Other
    $26,358
    Deferred
    $10,350
    Nontaxable benefits
    $45,414
    Filer's total
    $1,497,710

  • BRIAN CHURCH

    BD MEMB/PPHS

    Total calculated
    $1,473,567
    From this org
    $0
    From related orgs
    $1,255,653
    Other
    $217,914
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    not reported + $771,492 related
    Bonus
    not reported + $464,121 related
    Other
    not reported + $20,040 related
    Deferred
    not reported + $171,673 related
    Nontaxable benefits
    not reported + $46,241 related
    Filer's total
    not reported + $1,473,567 related

  • TROY SKIDMORE MD

    PHYSICIAN

    Total calculated
    $1,296,961
    From this org
    $1,253,286
    From related orgs
    $0
    Other
    $43,675
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,232,544
    Bonus
    not reported
    Other
    $20,742
    Deferred
    $31,748
    Nontaxable benefits
    $11,927
    Filer's total
    $1,296,961

  • THOMAS NEAL MD

    PHYSICIAN

    Total calculated
    $1,124,045
    From this org
    $1,077,437
    From related orgs
    $0
    Other
    $46,608
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,054,373
    Bonus
    not reported
    Other
    $23,064
    Deferred
    $38,214
    Nontaxable benefits
    $8,394
    Filer's total
    $1,124,045

  • LAMAR MOREE MD

    PHYSICIAN

    Total calculated
    $1,121,688
    From this org
    $1,084,288
    From related orgs
    $0
    Other
    $37,400
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,073,164
    Bonus
    not reported
    Other
    $11,124
    Deferred
    $10,350
    Nontaxable benefits
    $27,050
    Filer's total
    $1,121,688

  • DAWN BENSON

    SVP-GENERAL

    Total calculated
    $1,005,240
    From this org
    $0
    From related orgs
    $919,422
    Other
    $85,818
    Hours/week
    1 + 53 related

    Schedule J breakdown matched by us

    Base
    not reported + $481,742 related
    Bonus
    not reported + $199,523 related
    Other
    not reported + $238,157 related
    Deferred
    not reported + $85,818 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $1,005,240 related

  • ESTRELLITA REDMON MD

    BRD MBR/PRES

    Total calculated
    $904,567
    From this org
    $0
    From related orgs
    $747,837
    Other
    $156,730
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    not reported + $584,260 related
    Bonus
    not reported + $83,176 related
    Other
    not reported + $80,401 related
    Deferred
    not reported + $127,212 related
    Nontaxable benefits
    not reported + $29,518 related
    Filer's total
    not reported + $904,567 related

  • SANJAY MUNIREDDY MD

    BOARD MBR LE

    Total calculated
    $888,715
    From this org
    $822,023
    From related orgs
    $0
    Other
    $66,692
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $821,213
    Bonus
    not reported
    Other
    $810
    Deferred
    $51,345
    Nontaxable benefits
    $15,347
    Filer's total
    $888,715

  • RICHARD BOWE MD

    CHAIR/PHYSIC

    Total calculated
    $878,880
    From this org
    $840,069
    From related orgs
    $0
    Other
    $38,811
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $833,211
    Bonus
    not reported
    Other
    $6,858
    Deferred
    $10,350
    Nontaxable benefits
    $28,461
    Filer's total
    $878,880

  • MARK COHEN MD

    BRD MBR/PHYS

    Total calculated
    $837,514
    From this org
    $794,900
    From related orgs
    $0
    Other
    $42,614
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $760,786
    Bonus
    not reported
    Other
    $34,114
    Deferred
    $31,324
    Nontaxable benefits
    $11,290
    Filer's total
    $837,514

  • KATHERINE HUDSON MD

    BOARD MBR/PH

    Total calculated
    $786,877
    From this org
    $753,729
    From related orgs
    $0
    Other
    $33,148
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $667,188
    Bonus
    $66,221
    Other
    $20,320
    Deferred
    $10,350
    Nontaxable benefits
    $22,798
    Filer's total
    $786,877

  • RUSSELL JONES MD

    BRD MBR/PHYS

    Total calculated
    $739,017
    From this org
    $684,105
    From related orgs
    $0
    Other
    $54,912
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $683,295
    Bonus
    not reported
    Other
    $810
    Deferred
    $10,350
    Nontaxable benefits
    $44,562
    Filer's total
    $739,017

  • JASON LANGER DO FACS FACOS

    BOARD MBR/PH

    Total calculated
    $603,814
    From this org
    $576,579
    From related orgs
    $0
    Other
    $27,235
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $576,039
    Bonus
    not reported
    Other
    $540
    Deferred
    $10,350
    Nontaxable benefits
    $16,885
    Filer's total
    $603,814

  • JORDAN SIMMONS MD

    BRD MBR/PHYS

    Total calculated
    $542,701
    From this org
    $525,190
    From related orgs
    $0
    Other
    $17,511
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $524,758
    Bonus
    not reported
    Other
    $432
    Deferred
    not reported
    Nontaxable benefits
    $17,511
    Filer's total
    $542,701

  • MATTHEW ROBERTSON

    CAO

    Total calculated
    $480,267
    From this org
    $433,357
    From related orgs
    $0
    Other
    $46,910
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $301,544
    Bonus
    $131,364
    Other
    $449
    Deferred
    $4,486
    Nontaxable benefits
    $42,424
    Filer's total
    $480,267

  • DEREK HEARD MD

    VICE CHAIR/P

    Total calculated
    $421,318
    From this org
    $377,391
    From related orgs
    $0
    Other
    $43,927
    Hours/week
    41 + 1 related

    Schedule J breakdown matched by us

    Base
    $356,268
    Bonus
    not reported
    Other
    $21,123
    Deferred
    $5,648
    Nontaxable benefits
    $38,279
    Filer's total
    $421,318

  • TRACY CHASON MD

    BRD MBR/PHYS

    Total calculated
    $388,958
    From this org
    $378,608
    From related orgs
    $0
    Other
    $10,350
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $378,115
    Bonus
    not reported
    Other
    $493
    Deferred
    $10,350
    Nontaxable benefits
    not reported
    Filer's total
    $388,958

  • SHIVAN PATEL MD

    BRD MBR/PHYS

    Total calculated
    $123,960
    From this org
    $116,303
    From related orgs
    $0
    Other
    $7,657
    Hours/week
    41

  • DANIEL JONES MD

    BRD MBR/PHYS

    Total calculated
    $0
    Hours/week
    1

  • KAREN THORNTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 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. THE FILING ORGANIZATION, INSTEAD, RELIES ON THE METHODS USED BY PPHS, THE SOLE MEMBER, TO ESTABLISH COMPENSATION OF THE CEO AND EXECUTIVE OFFICERS. COMPENSATION DETERMINATION BY PPHS INCLUDES AN INDEPENDENT COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT AND SURVEYS, AND BOARD APPROVAL. THESE METHODS ARE WELL DOCUMENTED.
SCHEDULE J, PAGE 1, PART I, LINE 4
SCOTT STEINER 0 277,599 0 BRIAN CHURCH 0 161,323 0 DAWN BENSON 0 75,711 0 ESTRELLITA REDMON, M.D. 0 119,423 0
SCHEDULE J, PART III
SCHEDULE J, PART I, LINE 4 - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: DEFERRED COMPENSATION PLAN 457(B): THE DEFERRED COMPENSATION PLAN IS AN ADDITIONAL RETIREMENT PLAN OFFERED THROUGH PHOEBE PUTNEY. THE 457(B) PLAN IS AN ELIGIBLE DEFERRED COMPENSATION PLAN THAT ALLOWS ONE TO DEFER ADDITIONAL DOLLARS TOWARDS RETIREMENT. HIGHLIGHTS INCLUDE: O NOT LIMITED BY THE AMOUNTS DEFERRED INTO THE PHOEBE 403(B) O PLAN IS SUBJECT TO ANNUAL DEFERRAL LIMITS SET BY THE IRS O PER IRS REGULATIONS, EACH PARTICIPANT IS A GENERAL UNSECURED CREDITOR OF THE PLAN SPONSOR. AN ELIGIBLE EMPLOYEE IS ONE WHO IS DETERMINED BY THE EMPLOYER TO BE A MEMBER OF A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITHIN THE MEANING OF SECTIONS 201(2), 301(A)(3), AND 401(A)(1) OF ERISA. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) 457(F): PPHS RELIES ON AN INDEPENDENT COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, SURVEYS, WELL DOCUMENTED METHODS AND BOARD APPROVAL TO ESTABLISH TOTAL COMPENSATION OF THE CEO AND EXECUTIVE OFFICERS. CERTAIN BOARD APPROVED EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN A SERP THAT PROVIDES CERTAIN DEFINED ANNUAL PAY CREDITS THAT ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE PURPOSE OF THE SERP IS TO PROVIDE A LONG-TERM INCENTIVE AND RETIREMENT BENEFIT FOR AFFECTED EXECUTIVES CONSISTENT WITH THE BENEFIT AVAILABLE TO EMPLOYEES NOT IMPACTED BY IRS COMPENSATION LIMITS ON DEFINED BENEFIT PLANS. THE AMOUNTS REPORTED AS SUPPLEMENTAL EXECUTIVE RETIREMENT COMPENSATION FOR ELIGIBLE EMPLOYEES IN SCHEDULE J REPRESENT CREDITED, BUT NOT VESTED, BENEFITS, AND THE AMOUNTS ARE AVAILABLE IN FUTURE PERIODS TO THE EMPLOYEE SUBJECT TO CONTINUING EMPLOYMENT. PPHS MAINTAINS OWNERSHIP OF THE FUNDS ALLOCATED TO EACH PARTICIPANT UNTIL VESTING AND PAYMENT. FOR A PARTICIPANT IN THE SERP PRIOR TO 1/1/2017 (A "GRANDFATHERED PARTICIPANT"), WITH PAY CREDITS FOR PLAN YEARS BEGINNING PRIOR TO 1/1/2020, THE INITIAL VESTING DATE WILL OCCUR ON THE DATE THE PARTICIPANT ATTAINS FIVE YEARS OF PARTICIPATION UNDER THE PLAN. AFTER THE INITIAL VESTING DATE, A GRANDFATHERED PARTICIPANT SHALL HAVE A NEW VESTING DATE ONCE EVERY 5 YEARS. THESE ADDITIONAL VESTING DATES WILL OCCUR ON THE 5TH ANNIVERSARY OF EACH VESTING DATE AFTER THE INITIAL VESTING DATE. ON EACH VESTING DATE, A GRANDFATHERED PARTICIPANT WILL BECOME 100% VESTED IN AN AMOUNT EQUAL TO THE PARTICIPANT'S ACCOUNT BALANCE REDUCED BY ANY PAY CREDITS CREDITED TO THE ACCOUNT FOR THE 2 MOST RECENT PLAN YEARS. GRANDFATHERED PARTICIPANTS WITH PAY CREDITS FOR PLAN YEARS BEGINNING ON OR AFTER 1/1/2020, EACH YEAR'S ANNUAL PAY CREDIT PLUS SUBSEQUENT EARNINGS AND/OR LOSSES WILL VEST AFTER 5 YEARS OF CONTINUOUS EMPLOYMENT. EACH CONTRIBUTION IS SUBJECT TO A SEPARATE AND INDEPENDENT 5 YEAR CONTINUOUS EMPLOYMENT REQUIREMENT. FOR PARTICIPANTS INITIALLY PARTICIPATING IN THE SERP AFTER 12/31/2016 (A "CONTEMPORARY PARTICIPANT"), EACH YEAR'S ANNUAL PAY CREDIT PLUS SUBSEQUENT EARNINGS AND/OR LOSSES WILL 100% VEST ON THAT PAY CREDITS' 5TH ANNIVERSARY, PROVIDED THAT THE PARTICIPANT REMAINS IN THE CONTINUOUS EMPLOYMENT THROUGHOUT THE 5-YEAR PERIOD FOR EACH ANNUAL PAY CREDIT. IF ANY ELIGIBLE PARTICIPANT ATTAINS NORMAL RETIREMENT AGE PRIOR TO SEPARATION FROM SERVICE, THEY SHALL VEST IN 100% OF THE ACCOUNT BALANCE. ONCE VESTED, EACH PARTICIPANT SHALL RECEIVE A DISTRIBUTION OF THEIR ENTIRE VESTED AMOUNT WITHIN A REASONABLE PERIOD NOT TO EXCEED 2.5 MONTHS. THIS DISTRIBUTION IS TREATED AS REPORTABLE COMPENSATION TO THE PARTICIPANT AND IS INCLUDED IN PART II, COLUMN B(III). THEREFORE, PART II, COLUMN B(III) INCLUDES PRIOR YEAR SERP DEFERRALS PREVIOUSLY REPORTED IN PART II, COLUMN C. ANY DISTRIBUTION AMOUNT INCLUDED IN PART II, COLUMN B(III) THAT WAS PREVIOUSLY REPORTED IN PRIOR PERIODS AS DEFERRED COMPENSATION IN PART II, COLUMN C IS DISCLOSED IN PART II, COLUMN F. THE FOLLOWING PARTICIPANTS VESTED AMOUNTS (OVER MULTIPLE YEARS) AND RECEIVED PAYMENT OF SERP BENEFITS IN THE 2024 CALENDAR YEAR: SCOTT STEINER 227,750 DAWN BENSON 208,500 SCHEDULE J, PART II, COLUMN B(II) CERTAIN EXECUTIVE OFFICERS AND PHYSICIANS ARE ELIGIBLE FOR BONUS/INCENTIVE PAYMENTS. THESE BONUSES ARE DETERMINED BASED ON THE ACHIEVEMENT OF VARIOUS ORGANIZATIONAL AND PERSONAL PERFORMANCE GOALS ESTABLISHED BY A FORMAL PROCESS IN KEEPING WITH THE ORGANIZATION'S TAX-EXEMPT STATUS. COMPENSATION PROCESS FOR TOP OFFICIAL AS DETERMINED BY PPHS THE ORGANIZATION'S FORMAL PROCESS FOR DETERMINING TOTAL COMPENSATION FOR THE CEO IS INTENDED TO PROVIDE REASONABLE COMPENSATION FOR ACCOMPLISHING THE ORGANIZATION'S MISSION, ACHIEVE ITS STRATEGIC GOALS, TO RECOGNIZE PERFORMANCE, AND TO OPERATE IN KEEPING WITH THE ORGANIZATION'S OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE OF THE PPHS'S BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE COMPENSATION OF THE CEO. THE COMMITTEE RETAINS A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT COMPETITIVE MARKET ANALYSIS OF THE MARKET RANGES OF BASE, INCENTIVE AND TOTAL CASH COMPENSATION. THE INFORMATION THE COMMITTEE MAY CONSIDER CAN INCLUDE BUT IS NOT LIMITED TO THE PERFORMANCE OF AN INDIVIDUAL, THE PERFORMANCE OF THE ORGANIZATION, AN INDIVIDUAL'S LENGTH OF SERVICE, CREDENTIALS AND EXPERIENCE, THE ELEMENTS OF TOTAL COMPENSATION AND SALARY HISTORY, THE ORGANIZATION'S COMPENSATION TARGETS, AND COMPARABILITY DATA, INCLUDING THE DATA PREPARED BY THE INDEPENDENT CONSULTANT AND REVIEWED WITH THE COMMITTEE. THE COMMITTEE INCORPORATES A FORMAL PERFORMANCE APPRAISAL PROCESS IN THE CEO COMPENSATION REVIEW. IT UTILIZES A MULTI-PERSPECTIVE APPROACH AND PERFORMANCE MEASURES WHICH ARE LINKED TO THE ORGANIZATION'S LONG-TERM STRATEGIC PLAN AND ACHIEVEMENT OF ANNUAL SYSTEM OBJECTIVES. THE CEO IS NOT PRESENT WHEN THE COMMITTEE DISCUSSES AND ESTABLISHES HIS COMPENSATION.

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
2024
Filed
11 June 2026
IRS schema version
2024v5.0
Source object
202631669349301058

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