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Nonprofiteer
← JOHN MUIR BEHAVIORAL HEALTH

Form 990 for tax year 2022

Filed by JOHN MUIR BEHAVIORAL HEALTH.

Totals

Total revenue
$53,198,910
Total expenses
$56,637,937
Contributions and grants received
$13,753,072
Grants paid
$8,136,156
Program service revenue
$39,445,838
Investment income
$0
Other revenue
$0
Total assets, end of year
$19,044,262
Total liabilities, end of year
$8,054,589
Net assets or fund balances, end of year
$10,989,673
Program services expenses (Part IX)
$34,711,891
Management and general expenses
$21,926,046
Fundraising expenses
$0
Program service expenses (Part III)
$34,711,891

Program services were 61.3% 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

    $13,753,072

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $39,080,937 · related or exempt $39,080,937

  • 2b · Program service revenue: OTHER OPERATING REVENU

    total $364,901 · related or exempt $364,901

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,136,156 · program services $8,136,156

  • 7 · Other salaries and wages

    total $23,724,568 · program services $17,239,038 · management and general $6,485,530

  • 8 · Pension plan contributions

    total $1,448,753 · program services $936,573 · management and general $512,180

  • 9 · Other employee benefits

    total $1,927,127 · program services $1,400,312 · management and general $526,815

  • 10 · Payroll taxes

    total $1,703,294 · program services $1,228,092 · management and general $475,202

  • 11a · Fees: management

    total $1,991,472 · program services $1,991,472

  • 11b · Fees: legal

    total $52,495 · program services $42,000 · management and general $10,495

  • 11g · Fees: other

    total $2,461,618 · program services $243,271 · management and general $2,218,347

  • 13 · Office expenses

    total $749,381 · program services $174,844 · management and general $574,537

  • 16 · Occupancy

    total $2,351,934 · program services $124,532 · management and general $2,227,402

  • 17 · Travel

    total $9,715 · program services $1,000 · management and general $8,715

  • 22 · Depreciation, depletion and amortization

    total $1,333,162 · program services $795,739 · management and general $537,423

  • 24a · Other expenses: HEALTH ASSESSMENT

    total $8,186,129 · management and general $8,186,129

  • 24b · Other expenses: UNCOLLECTIBLE ACCOUNTS

    total $1,604,607 · program services $1,604,607

  • 24c · Other expenses: OTHER DIRECT EXPENSES

    total $494,711 · program services $434,770 · management and general $59,941

  • 24d · Other expenses: PHARMACEUTICALS

    total $246,224 · program services $246,178 · management and general $46

  • 24e · All other expenses

    total $216,591 · program services $113,307 · management and general $103,284

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $134,410 · end of year $725,096

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $7,380,741 · end of year $4,665,919

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $56,482 · end of year $61,153

  • 9 · Prepaid expenses and deferred charges

    beginning of year $136,256 · end of year $278,496

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

    $17,917,564

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

    $7,753,408

  • 10c · Land, buildings and equipment, net

    beginning of year $11,331,180 · end of year $10,164,156

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $4,290,861 · end of year $3,149,442

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,828,968 · end of year $4,297,837

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $5,072,262 · end of year $3,756,752

  • 27 · Net assets without donor restrictions

    beginning of year $14,428,700 · end of year $10,989,673

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

JOHN MUIR BEHAVIORAL HEALTH PROVIDES PSYCHIATRIC AND SUBSTANCE ABUSE TREATMENT IN A 73-BED ACUTE PSYCHIATRIC HOSPITAL TO CHILDREN, ADOLESCENTS, AND ADULTS AND OFFERS ADOLESCENT AND ADULT TREATMENT IN A PARTIAL HOSPITAL AND INTENSIVE OUTPATIENT PROGRAM.

Activities or mission (Part I)

73 BED ACUTE PSYCHIATRIC HOSPITAL PROVIDING CARE TO CHILDREN, ADOLESCENTS AND ADULTS.

  • PATIENT CARE ACTIVITIES SUPPORT JOHN MUIR BEHAVIORAL HEALTH'S MISSION TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES WITH QUALITY AND COMPASSION BY PROVIDING SPECIALIZED PSYCHIATRIC AND SUBSTANCE ABUSE TREATMENT. JOHN MUIR BEHAVIORAL HEALTH OWNS AND OPERATES A FREESTANDING ACUTE PSYCHIATRIC HOSPITAL WITH 73 LICENSED BEDS TREATING CHILDREN, ADOLESCENT, AND ADULT PATIENTS AND A PARTIAL HOSPITAL AND INTENSE OUTPATIENT PROGRAM TREATING ADOLESCENT AND ADULT PATIENTS.

    Expenses $34,711,891 · Grants $8,136,156 · Revenue $39,445,838

As filed on the 2022 return.

Listed in Part VII

  • CALVIN KNIGHT

    CEO/PRES/DIR (THRU 9/30/22)

    Total calculated
    $3,903,609
    From this org
    $0
    From related orgs
    $2,023,236
    Other
    $1,880,373
    Hours/week
    5 + 70 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,116,992 related
    Bonus
    $0 + $854,103 related
    Other
    $0 + $52,141 related
    Deferred
    $0 + $1,859,546 related
    Nontaxable benefits
    $0 + $20,827 related
    Filer's total
    $0 + $3,903,609 related

  • MICHAEL S THOMAS

    CEO/PRES/DIR (AS OF 9/25/22)

    Total calculated
    $2,787,002
    From this org
    $0
    From related orgs
    $1,991,172
    Other
    $795,830
    Hours/week
    5 + 70 related

    Schedule J breakdown matched by us

    Base
    $0 + $864,963 related
    Bonus
    $0 + $406,931 related
    Other
    $0 + $719,278 related
    Deferred
    $0 + $770,574 related
    Nontaxable benefits
    $0 + $25,256 related
    Filer's total
    $0 + $2,787,002 related

  • JOHN SAYRES

    SECRETARY & TREASURER

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • ROGER BAILEY

    VICE CHAIRMAN

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • ANNE GRODIN

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • CAROLYN LACEY MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • CHI PERLROTH MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • FATIMA ANGELES

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • JACK THOMPSON

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • JOHANNES PETERS MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • KATHLEEN ODNE

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • MARK MUSCO MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • PETER WILSON

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • RAVI HUNDAL MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • TAEJOON AHN MD

    DIRECTOR

    Total calculated
    $25,000
    From this org
    $0
    From related orgs
    $25,000
    Other
    $0
    Hours/week
    5 + 10 related

  • JAY HARRIS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • LAURA GALLAGHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • JANE WILLEMSEN

    EXEC VP/PRES HOSPITAL OPS

    Total calculated
    $2,614,835
    From this org
    $0
    From related orgs
    $2,112,596
    Other
    $502,239
    Hours/week
    12 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $897,651 related
    Bonus
    $0 + $474,989 related
    Other
    $0 + $739,956 related
    Deferred
    $0 + $476,186 related
    Nontaxable benefits
    $0 + $26,053 related
    Filer's total
    $0 + $2,614,835 related

  • CHRISTIAN PASS

    SENIOR VP/CFO

    Total calculated
    $1,461,960
    From this org
    $0
    From related orgs
    $1,062,044
    Other
    $399,916
    Hours/week
    5 + 70 related

    Schedule J breakdown matched by us

    Base
    $0 + $723,512 related
    Bonus
    $0 + $326,698 related
    Other
    $0 + $11,834 related
    Deferred
    $0 + $366,179 related
    Nontaxable benefits
    $0 + $33,737 related
    Filer's total
    $0 + $1,461,960 related

  • JESSE TAMPLEN

    VICE PRESIDENT

    Total calculated
    $442,306
    From this org
    $339,272
    From related orgs
    $0
    Other
    $103,034
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $302,758
    Bonus
    $32,603
    Other
    $3,911
    Deferred
    $85,263
    Nontaxable benefits
    $17,771
    Filer's total
    $442,306

  • SONIA GOMEZ

    NURSE PRACTITIONER MANAGER

    Total calculated
    $298,070
    From this org
    $260,039
    From related orgs
    $0
    Other
    $38,031
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,722
    Bonus
    $13,957
    Other
    $360
    Deferred
    $23,807
    Nontaxable benefits
    $14,224
    Filer's total
    $298,070

  • KRISTIN PACE

    DIRECTOR OF NURSING

    Total calculated
    $297,850
    From this org
    $254,109
    From related orgs
    $0
    Other
    $43,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $238,574
    Bonus
    $15,043
    Other
    $492
    Deferred
    $24,659
    Nontaxable benefits
    $19,082
    Filer's total
    $297,850

  • JEREMY TAUBMAN

    DIRECTOR, CLINICAL OPERATIONS

    Total calculated
    $261,933
    From this org
    $222,555
    From related orgs
    $0
    Other
    $39,378
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $205,032
    Bonus
    $16,979
    Other
    $544
    Deferred
    $26,396
    Nontaxable benefits
    $12,982
    Filer's total
    $261,933

  • KATIE JONES

    MANAGER

    Total calculated
    $250,837
    From this org
    $214,295
    From related orgs
    $0
    Other
    $36,542
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,856
    Bonus
    $11,199
    Other
    $240
    Deferred
    $23,406
    Nontaxable benefits
    $13,136
    Filer's total
    $250,837

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)

PART I, LINE 3
COMPENSATION OVERSIGHT JOHN MUIR HEALTH, A RELATED TAX-EXEMPT ORGANIZATION OF JOHN MUIR BEHAVIORAL HEALTH, 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:
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. NO PLAN BENEFIT PAYMENTS WERE MADE DURING THE YEAR. SUPPLEMENTAL EXECUTIVE PLAN EMPLOYEES ELIGIBLE FOR THE SUPPLEMENTAL EXECUTIVE PLAN ARE EITHER CEO OF JOHN MUIR HEALTH, CEO OR CAO OF JOHN MUIR PHYSICIAN NETWORK, AND CURRENT EMPLOYEES THAT PREVIOUSLY HELD ONE OF THOSE POSITIONS. 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 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 BENEFIT DURING THE TAX YEAR: CALVIN KNIGHT $577,408, MICHAEL THOMAS $392,230, JANE WILLEMSEN $85,166, AND CHRISTIAN PASS $103,855.

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

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202303199349305825

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