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Nonprofiteer
← SCRIPPS HEALTH

Form 990 for tax year 2022

Filed by SCRIPPS HEALTH.

Totals

Total revenue
$4,140,209,334
Total expenses
$4,090,065,520
Contributions and grants received
$75,146,449
Grants paid
$535,437
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)
$3,596,152,001
Management and general expenses
$486,311,982
Fundraising expenses
$7,601,537
Program service expenses (Part III)
$3,596,152,001

Program services were 87.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Christopher Van Gorder

    PRESIDENT & CEO/TRUSTEE

    Total calculated
    $2,894,596
    From this org
    $2,845,338
    From related orgs
    $0
    Other
    $49,258
    Hours/week
    58 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,667,067
    Bonus
    $1,087,364
    Other
    $90,907
    Deferred
    $21,350
    Nontaxable benefits
    $27,908
    Filer's total
    $2,894,595
  • Kevin T Hamilton

    TRUSTEE, VICE CHAIR

    Total calculated
    $0
    Hours/week
    13 + 2 related
  • Richard C Bigelow

    TRUSTEE, CHAIR

    Total calculated
    $0
    Hours/week
    13 + 2 related
  • Dan Feldman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Don Goldman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Elliot A Scott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Gene H Barduson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Honorable Irma Gonzalez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Jan Caldwell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Jeff Bowman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • John Boyer PhD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Judy Churchill PhD

    TRUSTEE - THRU 12/2022

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Katherine A Lauer

    TRUSTEE- THRU 12/2022

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Marty J Levin

    TRUSTEE- THRU 12/2022

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Nicole A Clay

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Richard Vortmann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Robert Buell Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Shireen Matthews Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Theodore Thomas MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • William D Gore

    TRUSTEE

    Total calculated
    $0
    Hours/week
    13 + 1 related
  • Bradley Ellis

    Corp SR VP, Chief Legal Officer

    Total calculated
    $926,709
    From this org
    $876,977
    From related orgs
    $0
    Other
    $49,732
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $601,520
    Bonus
    $155,029
    Other
    $120,429
    Deferred
    $21,350
    Nontaxable benefits
    $28,382
    Filer's total
    $926,709
  • Brett Tande

    SVP / CFO

    Total calculated
    $816,927
    From this org
    $779,047
    From related orgs
    $0
    Other
    $37,880
    Hours/week
    54 + 1 related

    Schedule J breakdown matched by us

    Base
    $569,231
    Bonus
    $50,000
    Other
    $159,816
    Deferred
    $8,512
    Nontaxable benefits
    $29,368
    Filer's total
    $816,927
  • Mielle Schwartz

    ASSISTANT SECRETARY

    Total calculated
    $117,508
    From this org
    $80,088
    From related orgs
    $0
    Other
    $37,420
    Hours/week
    39
  • Monique Gonzalez

    ASSISTANT SECRETARY

    Total calculated
    $136,661
    From this org
    $107,427
    From related orgs
    $0
    Other
    $29,234
    Hours/week
    50
  • Anil Keswani

    Corp Sr VP, Chief Med Officer

    Total calculated
    $1,296,922
    From this org
    $1,244,840
    From related orgs
    $0
    Other
    $52,082
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $698,376
    Bonus
    $292,436
    Other
    $254,028
    Deferred
    $12,200
    Nontaxable benefits
    $39,882
    Filer's total
    $1,296,922
  • Barbara Price

    Corp Sr VP, Bus&Serv Line Dev

    Total calculated
    $1,333,379
    From this org
    $1,272,712
    From related orgs
    $0
    Other
    $60,667
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $689,509
    Bonus
    $312,951
    Other
    $270,251
    Deferred
    $21,350
    Nontaxable benefits
    $39,317
    Filer's total
    $1,333,379
  • Carl Etter

    Chief Executive, Sr VP

    Total calculated
    $2,636,561
    From this org
    $2,596,064
    From related orgs
    $0
    Other
    $40,497
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $807,539
    Bonus
    $341,171
    Other
    $1,447,354
    Deferred
    $18,300
    Nontaxable benefits
    $22,197
    Filer's total
    $2,636,561
  • Eric Cole

    CORP SR VP, HUMAN RESOURCES

    Total calculated
    $1,107,453
    From this org
    $1,058,172
    From related orgs
    $0
    Other
    $49,281
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $572,149
    Bonus
    $228,971
    Other
    $257,052
    Deferred
    $12,200
    Nontaxable benefits
    $37,081
    Filer's total
    $1,107,453
  • Ghazala Sharieff

    Corp Sr VP, Acute Care/Clin Excl

    Total calculated
    $1,526,678
    From this org
    $1,477,836
    From related orgs
    $0
    Other
    $48,842
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $875,843
    Bonus
    $327,742
    Other
    $274,252
    Deferred
    $12,200
    Nontaxable benefits
    $36,642
    Filer's total
    $1,526,678
  • John Engle

    Corp Sr VP, Chief Development

    Total calculated
    $1,007,471
    From this org
    $956,490
    From related orgs
    $0
    Other
    $50,981
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $539,505
    Bonus
    $242,786
    Other
    $174,200
    Deferred
    $21,350
    Nontaxable benefits
    $29,631
    Filer's total
    $1,007,471
  • June Komar

    Corp Exec VP, Strategy & Admin

    Total calculated
    $1,409,854
    From this org
    $1,353,309
    From related orgs
    $0
    Other
    $56,545
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $705,281
    Bonus
    $585,998
    Other
    $62,030
    Deferred
    $42,360
    Nontaxable benefits
    $14,185
    Filer's total
    $1,409,854
  • Lisa RisserThakur

    Corp Sr VP, Ancillary Ops

    Total calculated
    $816,488
    From this org
    $771,718
    From related orgs
    $0
    Other
    $44,770
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $494,124
    Bonus
    $216,741
    Other
    $60,854
    Deferred
    $21,350
    Nontaxable benefits
    $23,420
    Filer's total
    $816,488
  • Mary Ellen Doyle

    Corp VP, Nursing Ops- THRU 01/2022

    Total calculated
    $237,749
    From this org
    $232,451
    From related orgs
    $0
    Other
    $5,298
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $24,613
    Bonus
    $165,755
    Other
    $42,083
    Deferred
    $3,989
    Nontaxable benefits
    $1,309
    Filer's total
    $237,749
  • Richard Neale

    Corp Exec VP, Chief Growth Officer

    Total calculated
    $1,363,780
    From this org
    $1,310,198
    From related orgs
    $0
    Other
    $53,582
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $612,697
    Bonus
    $336,219
    Other
    $361,282
    Deferred
    $15,250
    Nontaxable benefits
    $38,332
    Filer's total
    $1,363,780
  • Shane Thielman

    Corp Sr VP, CIO

    Total calculated
    $944,840
    From this org
    $887,313
    From related orgs
    $0
    Other
    $57,527
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $577,607
    Bonus
    $223,648
    Other
    $86,058
    Deferred
    $18,300
    Nontaxable benefits
    $39,227
    Filer's total
    $944,840
  • Shawn Forrester

    Corp VP, Payer Relations

    Total calculated
    $903,227
    From this org
    $878,432
    From related orgs
    $0
    Other
    $24,795
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $459,364
    Bonus
    $175,682
    Other
    $243,387
    Deferred
    $0
    Nontaxable benefits
    $24,795
    Filer's total
    $903,228
  • Thomas Buchholz

    Corp Sr VP, MD Anderson

    Total calculated
    $1,463,967
    From this org
    $1,424,367
    From related orgs
    $0
    Other
    $39,600
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $821,109
    Bonus
    $355,172
    Other
    $248,086
    Deferred
    $12,200
    Nontaxable benefits
    $27,400
    Filer's total
    $1,463,966
  • Thomas Gammiere

    Chief Executive, Sr VP

    Total calculated
    $1,254,009
    From this org
    $1,205,312
    From related orgs
    $0
    Other
    $48,697
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $696,360
    Bonus
    $317,334
    Other
    $191,618
    Deferred
    $21,350
    Nontaxable benefits
    $27,347
    Filer's total
    $1,254,009
  • Cynthia M Steckel

    VP, Chief Ops Exec_Acute

    Total calculated
    $703,776
    From this org
    $668,593
    From related orgs
    $0
    Other
    $35,183
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $375,747
    Bonus
    $131,071
    Other
    $161,775
    Deferred
    $21,350
    Nontaxable benefits
    $13,833
    Filer's total
    $703,776
  • Gerald Soderstrom

    Corp VP, Audit / Compliance

    Total calculated
    $804,286
    From this org
    $752,372
    From related orgs
    $0
    Other
    $51,914
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $418,649
    Bonus
    $155,002
    Other
    $178,721
    Deferred
    $12,200
    Nontaxable benefits
    $39,714
    Filer's total
    $804,286
  • John Poole

    Corp VP, System Improvement

    Total calculated
    $804,101
    From this org
    $772,659
    From related orgs
    $0
    Other
    $31,442
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $491,235
    Bonus
    $179,020
    Other
    $102,404
    Deferred
    $12,200
    Nontaxable benefits
    $19,242
    Filer's total
    $804,101
  • Timothy L Jacoby

    Corp VP, Construction / Facilities

    Total calculated
    $651,098
    From this org
    $611,398
    From related orgs
    $0
    Other
    $39,700
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $410,030
    Bonus
    $132,864
    Other
    $68,504
    Deferred
    $12,200
    Nontaxable benefits
    $27,500
    Filer's total
    $651,098
  • Tracy Chu

    Corp VP, POP Hlth CHF EXEC/ACO

    Total calculated
    $810,242
    From this org
    $778,062
    From related orgs
    $0
    Other
    $32,180
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $475,882
    Bonus
    $139,829
    Other
    $162,351
    Deferred
    $18,300
    Nontaxable benefits
    $13,880
    Filer's total
    $810,242
  • Richard Rothberger

    Former Officer

    Total calculated
    $1,503,062
    From this org
    $1,470,476
    From related orgs
    $0
    Other
    $32,586
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $365,985
    Bonus
    $803,967
    Other
    $300,525
    Deferred
    $21,350
    Nontaxable benefits
    $11,236
    Filer's total
    $1,503,062

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 · Tax indemnification and gross-up payments
  • 1a · Discretionary spending account
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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 Tax indemnification and gross-up payments
CERTAIN EXECUTIVES REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II RECEIVE TAX GROSS-UP PAYMENTS RELATED TO CERTAIN EXECUTIVE BENEFIT PROGRAMS. THESE AMOUNTS ARE INCLUDED IN TAXABLE WAGES AND REPORTED ON THEIR RESPECTIVE W-2.
Schedule J, Part I, Line 1a Discretionary spending account
CERTAIN EXECUTIVES REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II RECEIVE AN AUTOMOBILE ALLOWANCE. THE ALLOWANCE IS INCLUDED IN TAXABLE WAGES AND REPORTED ON THEIR RESPECTIVE W-2.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use
ONE EXECUTIVE REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II RECEIVED A HOUSING ALLOWANCE FOR LESS THAN ONE YEAR AS PART OF THEIR ONBOARDING COMPENSATION PACKAGE. THE ALLOWANCE IS INCLUDED IN TAXABLE WAGES AND REPORTED ON THE EXECUTIVE'S W-2.
Schedule J, Part I, Line 1a Health or social club dues or initiation fees
SCRIPPS HEALTH INCURS THE MEMBERSHIP COST OF A BUSINESS NETWORKING CLUB IN SAN DIEGO FOR ITS CHIEF EXECUTIVE OFFICER AT AN APPROXIMATE MONTHLY COST OF $200. THE MEMBERSHIP IS USED 100% FOR BUSINESS PURPOSES AND ACCORDINGLY, NO PART OF THIS BENEFIT IS INCLUDED WITHIN THE CHIEF EXECUTIVE OFFICER'S TAXABLE COMPENSATION.
Schedule J, Part I, Line 1a Personal services
CERTAIN EXECUTIVES REPORTED ON FORM 990, PART VII AND SCHEDULE J, PART II RECEIVE A REIMBURSEMENT FOR FINANCIAL PLANNING SERVICES. THE ALLOWANCE IS INCLUDED IN TAXABLE WAGES AND REPORTED ON THEIR RESPECTIVE W-2.
Schedule J, Part I, Line 4a Severance or change-of-control payment
RECEIVE A SEVERANCE PAYMENT OR CHANGE-OF CONTROL PAYMENT THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAY IN CALENDAR YEAR 2022: SHAWN FORRESTER - $53,414
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
SCRIPPS HEALTH EXECUTIVE BENEFITS PROGRAM PROVIDES A 457F PLAN WITH A FLEXIBLE BENEFIT ALLOWANCE THAT CAN BE USED TO PURCHASE ADDITIONAL INSURANCE COVERAGE FOR CERTAIN EXECUTIVE LEVEL EMPLOYEES. ANY REMAINING BENEFIT ALLOWANCE CAN BE DEPOSITED INTO THE SUPPLEMENTAL ACCUMULATION RETIREMENT ACCOUNT (SARA) WITH A FUTURE VESTING DATE. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM THE SARA PLAN IN CALENDAR YEAR 2022 INCLUDED IN OTHER REPORTABLE COMPENSATION IN SCHEDULE J, (B)(III): CARL ETTER - $357,398 GHAZALA SHARIEFF - $51,460 ANIL KESWANI - $85,217 THOMAS GAMMIERE - $109,341 BARBARA PRICE - $165,403 RICHARD NEALE - $103,356 JOHN ENGLE - $74,517 ERIC COLE - $105,610 BRADLEY ELLIS - $55,312 GERALD SODERSTROM - $64,767 TRACY CHU - $56,810 SHAWN FORRESTER - $147,003 CYNTHIA STECKEL - $84,101 EFFECTIVE JANUARY 1, 2021, SCRIPPS HEALTH TRANSITIONED PART OF ITS' EXECUTIVE BENEFITS PROGRAM FROM THE 457F PLAN TO A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). THIS SERP PROVIDES COMPETITIVE SUPPLEMENTAL RETIREMENT BENEFITS TO THE PARTICIPANTS TO ENCOURAGE CONTINUED EMPLOYMENT AND CONTINUED INTEREST IN THE SUCCESS OF THE SYSTEM. THE SYSTEM CREDITS A TARGETED PERCENT PER YEAR OF SERVICE, UP TO A MAXIMUM PERCENT OF THE FINAL AVERAGE SALARY AT AGE 70 FOR 25 YEARS OF SERVICE. THE TARGET BENEFIT IS OFFSET BY (I) BENEFITS UNDER THE FROZEN SARA PLAN, (II) THE SYSTEM-PAID PORTION OF SOCIAL SECURITY RETIREMENT BENEFITS, AND (III) QUALIFIED RETIREMENT PLANS ATTRIBUTABLE TO THE SYSTEM'S CREDITS UNDER THOSE PLANS. ALTHOUGH THE BENEFIT IS TARGETED AT AGE 70, THE SYSTEM MAY ELECT TO CONTINUE CREDITS TOWARD THE BENEFIT SO LONG AS THE PARTICIPANT REMAINS EMPLOYED WITH THE SYSTEM.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

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

  • SCRIPPS ENCINITAS SURGERY CTR

    Related · AMBUL SURGERY CTR · CA · 55.38% owned · share of income $256,442 · share of assets $2,236,379

    Directly controlled by SCRIPPS HEALTH

  • SCRIPPSUSP SURGERY CTR

    Related · AMBUL SURGERY CTR · CA · 50% owned · share of income $130,258 · share of assets $1,927,474

    Directly controlled by NA

  • SCRIPPS MERCY AMBUL SURG CTR

    Related · AMBUL SURGERY CTR · CA · 73.5% owned · share of income -$71,934 · share of assets $2,868,067 · general or managing partner

    Directly controlled by SCRIPPS HEALTH

  • SCRIPPS MEMORIAL XIMED MED CTR

    Related · REAL ESTATE · CA · 15.3% owned · share of income $737,134 · share of assets $5,432,551 · general or managing partner

    Directly controlled by SCRIPPS HEALTH

  • Vibra Hospital of San Diego LLC

    Related · LT ACUTE CARE · PA · 24.5% owned · share of income -$3,722,044 · share of assets $11,033,432

    Directly controlled by SCRIPPS HEALTH

Related corporations and trusts

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

  • CHARITABLE LEAD TRUST (1)

    Trust · HOSPITAL SUPPORT · CA · controlled entity

    Directly controlled by NA

  • CHARITABLE REMAINDER TRUST (30)

    Trust · HOSPITAL SUPPORT · CA · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
12 August 2024
IRS schema version
2022v5.0
Source object
202432259349301478

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