Skip to content
Nonprofiteer
← MOSAIC HEALTH SYSTEM

Form 990 for tax year 2023

Filed by MOSAIC HEALTH SYSTEM.

Totals

Total revenue
$45,689,247
Total expenses
$7,128,190
Contributions and grants received
$0
Grants paid
$2,793,069
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$6,485,873
Management and general expenses
$639,826
Fundraising expenses
$2,491
Program service expenses (Part III)
$6,485,873

Program services were 91.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • John M Poore

    Director/President/CEO

    Total calculated
    $1,176,830
    From this org
    $1,136,919
    From related orgs
    $0
    Other
    $39,911
    Hours/week
    34 + 4 related

    Schedule J breakdown matched by us

    Base
    $995,932
    Bonus
    $135,653
    Other
    $5,334
    Deferred
    $13,200
    Nontaxable benefits
    $26,711
    Filer's total
    $1,176,830

  • Adam Stein

    Director/Chair

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Angelia Martin MD

    Director

    Total calculated
    $313,577
    From this org
    $2,500
    From related orgs
    $273,421
    Other
    $37,656
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $2,500 + $268,850 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $2,571 related
    Deferred
    $0 + $5,595 related
    Nontaxable benefits
    $0 + $32,061 related
    Filer's total
    $2,500 + $311,077 related

  • Elizabeth Kennedy PHD

    Director

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • Emily Larson DO

    Director

    Total calculated
    $614,419
    From this org
    $2,500
    From related orgs
    $565,208
    Other
    $46,711
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $2,500 + $327,362 related
    Bonus
    $0 + $209,394 related
    Other
    $0 + $28,452 related
    Deferred
    $0 + $11,250 related
    Nontaxable benefits
    $0 + $35,461 related
    Filer's total
    $2,500 + $611,919 related

  • Gary Frazer

    Director/Vice Chair

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Mary Anne Jackson

    Director

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Matt Baker

    Director

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 3 related

  • Matt Lukens MD

    Director

    Total calculated
    $850,729
    From this org
    $2,500
    From related orgs
    $815,358
    Other
    $32,871
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $2,500 + $654,492 related
    Bonus
    $0 + $137,956 related
    Other
    $0 + $22,910 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $19,671 related
    Filer's total
    $2,500 + $848,229 related

  • Melody Smith

    Director

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Ophelia Lavell Rucker

    Director

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Serena Naylor

    Director

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 4 related

  • Thomas Richmond

    Director

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Davin Turner DO

    Chief Administrative Officer

    Total calculated
    $688,661
    From this org
    $645,499
    From related orgs
    $0
    Other
    $43,162
    Hours/week
    34 + 4 related

    Schedule J breakdown matched by us

    Base
    $594,549
    Bonus
    $45,616
    Other
    $5,334
    Deferred
    $12,413
    Nontaxable benefits
    $30,749
    Filer's total
    $688,661

  • Drew Keesbury

    CFO/Treasurer

    Total calculated
    $476,604
    From this org
    $459,172
    From related orgs
    $0
    Other
    $17,432
    Hours/week
    32 + 5 related

    Schedule J breakdown matched by us

    Base
    $445,072
    Bonus
    $13,200
    Other
    $900
    Deferred
    $0
    Nontaxable benefits
    $17,432
    Filer's total
    $476,604

  • Michael R Rinard

    Secretary

    Total calculated
    $326,423
    From this org
    $281,508
    From related orgs
    $0
    Other
    $44,915
    Hours/week
    33 + 4 related

    Schedule J breakdown matched by us

    Base
    $255,214
    Bonus
    $24,256
    Other
    $2,038
    Deferred
    $11,666
    Nontaxable benefits
    $33,249
    Filer's total
    $326,423

  • Renea Schott

    Assistant Secretary

    Total calculated
    $96,591
    From this org
    $71,529
    From related orgs
    $0
    Other
    $25,062
    Hours/week
    39 + 1 related

  • Crystal Macaluso

    CMIO

    Total calculated
    $691,024
    From this org
    $640,863
    From related orgs
    $0
    Other
    $50,161
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $539,926
    Bonus
    $90,410
    Other
    $10,527
    Deferred
    $11,250
    Nontaxable benefits
    $38,911
    Filer's total
    $691,024

  • Joy Poletti

    Corporate Information Security Officer

    Total calculated
    $266,323
    From this org
    $258,415
    From related orgs
    $0
    Other
    $7,908
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $246,202
    Bonus
    $10,099
    Other
    $2,114
    Deferred
    $5,327
    Nontaxable benefits
    $2,581
    Filer's total
    $266,323

  • Karan Mohan MD

    Chief Quality Officer

    Total calculated
    $640,815
    From this org
    $619,866
    From related orgs
    $0
    Other
    $20,949
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $456,569
    Bonus
    $113,407
    Other
    $49,890
    Deferred
    $11,250
    Nontaxable benefits
    $9,699
    Filer's total
    $640,815

  • Sarah Spinharney

    Chief Human Resource Officer

    Total calculated
    $376,820
    From this org
    $368,425
    From related orgs
    $0
    Other
    $8,395
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $340,794
    Bonus
    $21,105
    Other
    $6,526
    Deferred
    $0
    Nontaxable benefits
    $8,395
    Filer's total
    $376,820

  • Tanya Arthur

    Chief Information Officer

    Total calculated
    $517,222
    From this org
    $507,301
    From related orgs
    $0
    Other
    $9,921
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $457,527
    Bonus
    $41,818
    Other
    $7,956
    Deferred
    $0
    Nontaxable benefits
    $9,921
    Filer's total
    $517,222

  • Mark Laney MD

    Former Director/President/CEO

    Total calculated
    $1,061,154
    From this org
    $1,061,154
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $1,061,154
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $1,061,154

  • Michael Pulido

    Former COO/Secretary

    Total calculated
    $611,076
    From this org
    $590,338
    From related orgs
    $0
    Other
    $20,738
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $590,338
    Deferred
    $0
    Nontaxable benefits
    $20,738
    Filer's total
    $611,076

  • Thomas Bieterman

    Former CFO/Treasurer

    Total calculated
    $198,677
    From this org
    $185,860
    From related orgs
    $0
    Other
    $12,817
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $185,573
    Bonus
    $287
    Other
    $0
    Deferred
    $2,890
    Nontaxable benefits
    $9,927
    Filer's total
    $198,677

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 · Travel for companions
  • 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)

Schedule J, Part I, Line 1a Travel for companions
TRAVEL FOR COMPANIONS IS PAID BY MOSAIC HEALTH SYSTEM (MHS) BUT IS REIMBURSED TO MHS THROUGH A DEDUCTION FROM THE BOARD MEMBERS STIPENDS EACH YEAR. THE TOTAL AMOUNT OF THE STIPEND IS REFLECTED ON THE BOARD MEMBERS 1099 THAT THEY RECEIVE FOR EACH CALENDAR YEAR.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
SOCIAL CLUB DUES were PAID BY Mosaic Health System for four officers. The full benefit was treated as taxable compensation.
Schedule J, Part I, Line 4a Severance or change-of-control payment
Mosaic Health System paid Samuel Mark Laney, CEO, severance payments during calendar year 2023. This is reported on Form 990, Part VII and Schedule J, Part II as other reportable compensation. Mosaic Health System paid Michael Pulido, COO, severance payments during calendar year 2023. This is reported on Form 990, Part VII and Schedule J, Part II as other reportable compensation.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
CRYSTAL MACALUSO - VESTED $0; ACCRUED $45,625 JOHN M POORE - VESTED $0; ACCRUED $200,000 MICHAEL R RINARD - VESTED $0; ACCRUED $31,360 DAVIN TURNER, DO - VESTED $0; ACCRUED $84,000 DREW KEESBURY - VESTED $0; ACCRUED $53,667 THOSE LISTED ABOVE HAVE SIGNED A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN WHICH RECOGNIZES THE VALUE OF THE INDIVIDUAL AND THE MUTUAL BENEFIT OF CONTINUED EMPLOYMENT FOR AN EXTENDED PERIOD OF TIME BY ESTABLISHING A 457F PLAN. THE FOLLOWING ARE THE GENERAL STIPULATIONS OF THE AGREEMENT: 1. THE PLAN IS FUNDED YEARLY AS THE RESULT OF A CALCULATION DESCRIBED IN THE AGREEMENT, WHICH WILL REWARD THE INDIVIDUAL WITH 100% VESTING BASED ON A 5-YEAR CLIFF VESTING SCHEDULE. 2. FOR SERP PARTICIPANTS PRIOR TO 2019, DISTRIBUTION WILL OCCUR UPON DEATH OR UPON SEPARATION FROM SERVICE DUE TO DISABILITY OR UPON INVOLUNTARY SEPARATION FROM SERVICE WITHOUT CAUSE. THEN A LUMP SUM PAYMENT WILL BE DISBURSED WITHIN 90 DAYS OF EACH SITUATION TAKING INTO CONSIDERATION A NON-COMPETE COVENANT. 3. FOR SERP PARTICIPANTES AFTER 2019, DISTRIBUTION WILL OCCUR UPON DEATH OR UPON SEPARATION FROM SERVICE DUE TO DISABILITY OR UPON INVOLUNTARY SEPARATION FROM SERVICE WITHOUT CAUSE. THEN A LUMP SUM PAYMENT DISTRIBUTES WITHIN 60 DAYS AND DOESN'T TAKE INTO ACCOUNT NON-COMPETE COVENANT. 4. SEPARATION WITH CAUSE MAKES THE SUPPLEMENTAL EXECUTIVE RETIREMENT AGREEMENT NULL AND VOID.

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202541329349302489

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.