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Nonprofiteer
← JOHN MUIR HEALTH

Form 990 for tax year 2024

Filed by JOHN MUIR HEALTH.

Totals

Total revenue
$2,018,584,584
Total expenses
$1,961,689,029
Contributions and grants received
$26,119,977
Grants paid
$149,993,135
Program service revenue
$1,897,710,307
Investment income
$89,369,632
Other revenue
$5,384,668
Total assets, end of year
$3,610,884,686
Total liabilities, end of year
$1,363,168,427
Net assets or fund balances, end of year
$2,247,716,259
Program services expenses (Part IX)
$1,600,328,068
Management and general expenses
$361,360,961
Fundraising expenses
$0
Program service expenses (Part III)
$1,600,328,068

Program services were 81.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL S THOMAS

    PRESIDENT/CEO

    Total calculated
    $3,802,506
    From this org
    $2,125,935
    From related orgs
    $0
    Other
    $1,676,571
    Hours/week
    60 + 15 related

    Schedule J breakdown matched by us

    Base
    $1,423,500
    Bonus
    $676,181
    Other
    $26,254
    Deferred
    $1,657,032
    Nontaxable benefits
    $19,539
    Filer's total
    $3,802,506

  • JAY HARRIS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5 + 10 related

  • ROGER BAILEY

    VICE CHAIRMAN

    Total calculated
    $31,250
    From this org
    $31,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • JOHN SAYRES

    SECRETARY & TREASURER

    Total calculated
    $31,250
    From this org
    $31,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • FATIMA ANGELES

    DIRECTOR

    Total calculated
    $31,250
    From this org
    $31,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • CHINNAVUTH DE MONTEIRO MD

    DIRECTOR

    Total calculated
    $31,250
    From this org
    $31,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • ANNE GRODIN

    DIRECTOR

    Total calculated
    $31,250
    From this org
    $31,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • STEVEN GREEN MD

    DIRECTOR

    Total calculated
    $39,500
    From this org
    $39,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • CAROLYN LACEY MD

    DIRECTOR

    Total calculated
    $31,250
    From this org
    $31,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • LAURA MARKSTEIN

    DIRECTOR

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

  • MARK MUSCO MD

    DIRECTOR

    Total calculated
    $31,250
    From this org
    $31,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • KATHLEEN ODNE

    DIRECTOR

    Total calculated
    $31,250
    From this org
    $31,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • JACK THOMPSON

    DIRECTOR

    Total calculated
    $31,250
    From this org
    $31,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • PETER WILSON

    DIRECTOR

    Total calculated
    $31,250
    From this org
    $31,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • VIVIAN WING MD

    DIRECTOR

    Total calculated
    $31,250
    From this org
    $31,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 10 related

  • STEVEN YOUNG MD

    DIRECTOR

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

  • MELINDA ESTEP

    SENIOR VP/CFO (THRU 6/4/2024)

    Total calculated
    $725,869
    From this org
    $717,836
    From related orgs
    $0
    Other
    $8,033
    Hours/week
    60 + 15 related

    Schedule J breakdown matched by us

    Base
    $342,539
    Bonus
    $61,737
    Other
    $313,560
    Deferred
    $0
    Nontaxable benefits
    $8,033
    Filer's total
    $725,869

  • TIM MAURICE

    INTERIM CFO (AS OF 6/4/24)

    Total calculated
    $374,400
    From this org
    $374,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    60 + 15 related

    Schedule J breakdown matched by us

    Base
    $374,400
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $374,400

  • JANE WILLEMSEN

    CHIEF OPERATING OFFICER

    Total calculated
    $2,193,709
    From this org
    $1,585,728
    From related orgs
    $0
    Other
    $607,981
    Hours/week
    60 + 12 related

    Schedule J breakdown matched by us

    Base
    $1,096,693
    Bonus
    $449,639
    Other
    $39,396
    Deferred
    $580,463
    Nontaxable benefits
    $27,518
    Filer's total
    $2,193,709

  • MAX REYNOLDS

    SVP/GENERAL COUNSEL

    Total calculated
    $1,329,316
    From this org
    $1,238,868
    From related orgs
    $0
    Other
    $90,448
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $600,384
    Bonus
    $627,788
    Other
    $10,696
    Deferred
    $66,938
    Nontaxable benefits
    $23,510
    Filer's total
    $1,329,316

  • PAUL DEERINGER

    SVP/CHIEF STRATEGY OFFICER

    Total calculated
    $1,602,813
    From this org
    $1,309,190
    From related orgs
    $0
    Other
    $293,623
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $620,781
    Bonus
    $673,458
    Other
    $14,951
    Deferred
    $267,063
    Nontaxable benefits
    $26,560
    Filer's total
    $1,602,813

  • MICHELLE LOPES RN

    CHIEF ADMIN OFFICER

    Total calculated
    $1,478,823
    From this org
    $1,138,241
    From related orgs
    $0
    Other
    $340,582
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $562,990
    Bonus
    $555,926
    Other
    $19,325
    Deferred
    $320,393
    Nontaxable benefits
    $20,189
    Filer's total
    $1,478,823

  • RUSSELL RODRIGUEZ

    SVP/CHIEF MEDICAL OFFICER

    Total calculated
    $1,229,623
    From this org
    $912,925
    From related orgs
    $0
    Other
    $316,698
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $711,267
    Bonus
    $191,519
    Other
    $10,139
    Deferred
    $276,484
    Nontaxable benefits
    $40,214
    Filer's total
    $1,229,623

  • LISA FOUST

    SVP/HUMAN RESOURCES

    Total calculated
    $1,166,153
    From this org
    $814,876
    From related orgs
    $0
    Other
    $351,277
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $618,040
    Bonus
    $161,488
    Other
    $35,348
    Deferred
    $322,612
    Nontaxable benefits
    $28,665
    Filer's total
    $1,166,153

  • NICK MICKAS

    VP/CLINICAL AFFAIRS

    Total calculated
    $922,236
    From this org
    $675,673
    From related orgs
    $0
    Other
    $246,563
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $540,366
    Bonus
    $118,585
    Other
    $16,722
    Deferred
    $216,841
    Nontaxable benefits
    $29,722
    Filer's total
    $922,236

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 · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
HOUSING ALLOWANCE MELINDA ESTEP, SENIOR VP/CFO RECEIVED A HOUSING ALLOWANCE OF $76,228 DURING THE YEAR ENDING DECEMBER 31, 2024, WHICH WAS TREATED AS TAXABLE COMPENSATION. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES JOHN MUIR HEALTH PAYS UP TO 50% OF HEALTH CLUB DUES FOR EXECUTIVE DIRECTORS OF OPERATIONS, VICE PRESIDENTS AND ABOVE. THESE BENEFITS ARE TREATED AS TAXABLE INCOME TO THESE INDIVIDUALS.
PART I, LINE 4A:
SEVERANCE OR CHANGE OF CONTROL PAYMENT MELINDA ESTEP, SENIOR VP/CFO, RECEIVED A SEVERANCE PAYMENT OF FOUR MONTHS OF COMPENSATION TOTALING $224,615 WHICH IS INCLUDED IN PART II, COLUMN (B)(III).
PART I, LINE 4B:
NON-QUALIFIED RETIREMENT PLANS 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. THE FOLLOWING EXECUTIVE PARTICIPATED IN THE PLAN AND EARNED THE FOLLOWING BENEFIT: MAX REYNOLDS $56,588 LISA FOUST $117,366 RUSSELL RODRIGUEZ $44,670 MICHELLE LOPES $121,812 PAUL DEERINGER $65,156 NICK MICKAS $68,959. SUPPLEMENTAL EXECUTIVE PLAN EMPLOYEES ELIGIBLE FOR THE SUPPLEMENTAL EXECUTIVE PLAN ARE EITHER CEO OF EMPLOYEES THAT PREVIOUSLY HELD ONE OF THOSE POSITIONS. EMPLOYER WERE MADE DURING THE YEAR. SUPPLEMENTAL EXECUTIVE PLAN JOHN MUIR HEALTH, CEO OR CAO OF JOHN MUIR PHYSICIAN NETWORK, AND CURRENT 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 BENEFITS DURING THE TAX YEAR: JANE WILLEMSEN $39,543 MICHAEL THOMAS $887,895

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • JOHN MUIR MAGNETIC IMAGING

    RELATED · DIAG IMAGING · CA · 90% owned · share of income $1,123,713 · share of assets $5,999,037 · general or managing partner

    Directly controlled by JM HEALTH

  • BAY AREA SURGICAL VENTURES

    RELATED · MED SERVICES · CA · 54% owned · share of income $2,179,268 · share of assets $2,946,685

    Directly controlled by JM HEALTH

  • WALNUT CREEK CANCER CENTER

    RELATED · MED SERVICES · CA · 60% owned · share of income $13,133,387 · share of assets $28,733,914

    Directly controlled by JM HEALTH

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202533169349308843

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