Form 990 for tax year 2023
Filed by MEMORIAL HEALTH SERVICES GROUP RETURN.
Totals
- Total revenue
- $3,047,578,987
- Total expenses
- $3,051,762,713
- Contributions and grants received
- $26,057,042
- Grants paid
- $3,754,260
- Program service revenue
- $2,986,159,691
- Investment income
- $19,622,420
- Other revenue
- $15,739,834
- Total assets, end of year
- $2,868,372,545
- Total liabilities, end of year
- $640,008,073
- Net assets or fund balances, end of year
- $2,228,364,472
- Program services expenses (Part IX)
- $2,797,786,124
- Management and general expenses
- $253,976,589
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,797,786,124
Program services were 91.7% 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
$14,897,873
-
1e · Government grants (contributions)
$10,401,208
-
1f · All other contributions, gifts and grants
$757,961
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2a · Program service revenue: NET PATIENT REVENUE
total $1,233,370,624 · related or exempt $1,233,370,624
-
2b · Program service revenue: LABORATORY
total $605,492,191 · related or exempt $605,492,191
-
2c · Program service revenue: CAPITATION REVENUE
total $535,200,314 · related or exempt $535,200,314
-
2d · Program service revenue: PHARMACY
total $493,170,558 · related or exempt $490,066,295 · unrelated business $3,104,263
-
2e · Program service revenue: MOB RENTAL
total $14,513,466 · related or exempt $14,513,466
-
2f · All other program service revenue
total $104,412,538 · related or exempt $90,011,501 · unrelated business $14,401,037
-
3 · Investment income
total $1,949,507 · excluded $1,949,507
-
6a · Gross rents
real property $1,389,120
-
6b · Less rental expenses
real property $713,127
-
6c · Rental income or loss
real property $675,993
-
6d · Net rental income or loss
total $675,993 · excluded $675,993
-
7a · Gross sales of assets other than inventory
securities $225,012,244 · other assets $10,225
-
7b · Less cost or other basis and sales expenses
securities $207,349,556 · other assets $0
-
7c · Gain or loss
securities $17,662,688 · other assets $10,225
-
7d · Net gain or loss
total $17,672,913 · excluded $17,672,913
-
10a · Gross sales of inventory
$161,782
-
10b · Cost of goods sold
$116,398
-
10c · Net income from sales of inventory
total $45,384 · excluded $45,384
-
11a · Other revenue: K-1 INVESTMENT INCOME
total $7,722,600 · unrelated business $702,767 · excluded $7,019,833
-
11b · Other revenue: FOOD SERVICES
total $5,086,049 · excluded $5,086,049
-
11c · Other revenue: PARKING SERVICES
total $2,209,808 · excluded $2,209,808
-
11e · Other revenue, total
$15,018,457
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,754,260 · program services $3,754,260
-
5 · Compensation of officers, directors and key employees
total $26,509,658 · program services $21,215,120 · management and general $5,294,538
-
6 · Compensation of disqualified persons
total $180,154 · program services $167,620 · management and general $12,534
-
7 · Other salaries and wages
total $823,705,674 · program services $769,899,905 · management and general $53,805,769
-
8 · Pension plan contributions
total $44,702,991 · program services $43,198,601 · management and general $1,504,390
-
9 · Other employee benefits
total $206,835,251 · program services $193,291,349 · management and general $13,543,902
-
10 · Payroll taxes
total $67,912,335 · program services $64,457,567 · management and general $3,454,768
-
11b · Fees: legal
total $4,352,823 · program services $82,721 · management and general $4,270,102
-
11c · Fees: accounting
total $140,991 · program services $15,729 · management and general $125,262
-
11d · Fees: lobbying
total $2,002,333 · program services $2,002,333
-
11g · Fees: other
total $211,854,629 · program services $155,837,197 · management and general $56,017,432
-
12 · Advertising and promotion
total $2,236,362 · program services $1,534,992 · management and general $701,370
-
13 · Office expenses
total $45,682,925 · program services $43,685,830 · management and general $1,997,095
-
14 · Information technology
total $145,183,221 · program services $140,119,840 · management and general $5,063,381
-
16 · Occupancy
total $61,064,002 · program services $58,099,695 · management and general $2,964,307
-
17 · Travel
total $591,900 · program services $550,255 · management and general $41,645
-
19 · Conferences, conventions and meetings
total $762,106 · program services $572,039 · management and general $190,067
-
22 · Depreciation, depletion and amortization
total $100,341,009 · program services $91,716,663 · management and general $8,624,346
-
23 · Insurance
total $43,842,483 · program services $33,035,497 · management and general $10,806,986
-
24a · Other expenses: MEDICAL SUPPLIES
total $431,053,001 · program services $431,309,694 · management and general -$256,693
-
24b · Other expenses: CAPITATED CLAIMS
total $298,036,078 · program services $298,036,078
-
24c · Other expenses: PHYSICIAN FEES EXPENSE
total $147,809,708 · program services $143,431,105 · management and general $4,378,603
-
24d · Other expenses: HOSPITAL TAX & TITHE &
total $100,458,716 · program services $100,458,716
-
24e · All other expenses
total $282,750,103 · program services $201,313,318 · management and general $81,436,785
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $8,575,405 · end of year $10,203,778
-
2 · Savings and temporary cash investments
beginning of year $15,776,763 · end of year $15,783,596
-
3 · Pledges and grants receivable
beginning of year $1,469,019 · end of year $439,055
-
4 · Accounts receivable
beginning of year $311,346,309 · end of year $432,252,728
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $283,531
-
8 · Inventories for sale or use
beginning of year $34,334,351 · end of year $34,881,222
-
9 · Prepaid expenses and deferred charges
beginning of year $12,380,325 · end of year $15,121,716
-
10a · Land, buildings and equipment: cost or other basis
$2,211,002,280
-
10b · Land, buildings and equipment: accumulated depreciation
$1,578,415,835
-
10c · Land, buildings and equipment, net
beginning of year $632,334,519 · end of year $632,586,445
-
12 · Investments: other securities
beginning of year $205,828,071 · end of year $317,246,084
-
14 · Intangible assets
beginning of year $109,111,829 · end of year $108,060,731
-
15 · Other assets
beginning of year $1,455,460,754 · end of year $1,301,513,659
-
17 · Accounts payable and accrued expenses
beginning of year $327,028,220 · end of year $311,703,703
-
19 · Deferred revenue
beginning of year $1,716,799 · end of year $1,241,081
-
23 · Secured mortgages and notes payable
beginning of year $25,036,400 · end of year $25,112,534
-
25 · Other liabilities
beginning of year $272,889,538 · end of year $301,950,755
-
27 · Net assets without donor restrictions
beginning of year $2,155,902,184 · end of year $2,224,067,920
-
28 · Net assets with donor restrictions
beginning of year $4,044,204 · end of year $4,296,552
Mission and programs · 2023
Mission
THE MISSION OF EACH ORGANIZATION INCLUDED IN THIS GROUP RETURN IS TO PROVIDE HEALTHCARE TO THE COMMUNITY, OPERATE ONE OR MORE HOSPITALS OR OUTPATIENT CLINICS, AND ENGAGE IN SCIENTIFIC, EDUCATIONAL AND CHARITABLE ACTIVITIES.
Activities or mission (Part I)
TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, FAMILIES AND OUR COMMUNITIES.
-
SEE SCHEDULE OEACH ORGANIZATION INCLUDED IN THIS GROUP RETURN OPERATES AS PART OF THE NONPROFIT INTEGRATED HEALTHCARE DELIVERY SYSTEM KNOWN AS MEMORIALCARE HEALTH SYSTEM (MEMORIALCARE). THE LARGEST PROGRAM SERVICES OF THE THREE ORGANIZATIONS ARE INPATIENT AND OUTPATIENT HOSPITAL SERVICES, AND THE LARGEST PROGRAM SERVICES OF THE FOURTH ORGANIZATION ARE OUTPATIENT SERVICES; ALL AS DESCRIBED IN THE RESPONSE FOR LINES 4A THROUGH 4D, RESPECTIVELY.LONG BEACH MEMORIAL MEDICAL CENTER (LBMMC) IS A NONPROFIT CORPORATION, WHICH PROVIDES INPATIENT AND OUTPATIENT HOSPITAL CARE TO IMPROVE THE HEALTH OF THE COMMUNITIES IT SERVES AT TWO LICENSED HOSPITAL FACILITIES: MEMORIALCARE LONG BEACH MEDICAL CENTER (LBM) AND MILLER CHILDREN'S AND WOMEN'S HOSPITAL LONG BEACH (MILLER). LBMMC'S HOSPITALS ARE COMMITTED TO MEETING THE HEALTH CARE NEEDS OF PATIENTS WHO MAY BE UNINSURED OR UNDERINSURED, AND PROVIDING MEDICALLY NECESSARY SERVICES, WITHOUT COST OR AT A REDUCED COST, TO PATIENTS WHO QUALIFY UNDER THE APPLICABLE FINANCIAL ASSISTANCE POLICY IN COMPLIANCE WITH INTERNAL REVENUE CODE SECTION 501(R). IN THE YEAR ENDING JUNE 30, 2024, LBMMC RECORDED 160,648 PATIENT DAYS, DISCHARGED 29,833 PATIENTS, PROVIDED 15,433 SURGICAL PROCEDURES, DELIVERED 5,184 BABIES, AND HAD 102,518 EMERGENCY DEPARTMENT VISITS.LBM IS A 453-BED ADULT COMMUNITY HOSPITAL THAT IS HOME TO SPECIALIZED SERVICES INCLUDING THE TODD CANCER INSTITUTE, THE MEMORIALCARE HEART & VASCULAR INSTITUTE, REHABILITATION & PHYSICAL THERAPY AND A 24-HOUR EMERGENCY DEPARTMENT AND TRAUMA CENTER. LBM HAS BEEN A TEACHING HOSPITAL FOR MORE THAN 50 YEARS, AND TRAINS RESIDENTS AND FELLOWS IN GRADUATE MEDICAL EDUCATION THROUGH AFFILIATIONS WITH CALIFORNIA MEDICAL SCHOOLS AND ACADEMIC MEDICAL CENTERS. IN THE YEAR ENDING JUNE 30, 2024, LBM RECORDED 102,453 PATIENT DAYS, DISCHARGED 17,116 PATIENTS, PROVIDED 10,772 SURGICAL PROCEDURES, AND HAD 105,518 EMERGENCY DEPARTMENT VISITS. MEDICARE ELIGIBLE ACUTE CARE PATIENTS ACCOUNTED FOR 47% OF DISCHARGES AND MEDI-CAL ELIGIBLE ACUTE CARE PATIENTS ACCOUNTED FOR 31% OF ACUTE CARE DISCHARGES.MILLER IS A 357-BED PEDIATRIC TEACHING HOSPITAL, WHICH FEATURES EIGHT CENTERS OF EXCELLENCE, INCLUDING SEVEN MAJOR INPATIENT CARE CENTERS WITHIN THE HOSPITAL AND COMPREHENSIVE OUTPATIENT SPECIALTY CENTERS THAT FEATURE MORE THAN 30 SUB-SPECIALTIES. MILLER OFFERS 18 CALIFORNIA CHILDREN'S SERVICES APPROVED SPECIAL CARE CENTERS WHICH PROVIDE SPECIALIZED CARE FOR CHILDREN WITH CONDITIONS SUCH AS PULMONARY, GASTROENTEROLOGY, ORTHOPEDICS, CARDIOLOGY, REHABILITATION, DIABETES, ASTHMA, AUTISM, AND CANCER. IN THE YEAR ENDING JUNE 30, 2024, MILLER PROVIDED INPATIENT CARE TO 4,565 CHILDREN, DELIVERED 5,184 BABIES AND CARED FOR 820 OF THEM IN ITS NEONATAL INTENSIVE CARE UNIT (NICU). MEDI-CAL ELIGIBLE ACUTE CARE PATIENTS ACCOUNTED FOR 68% OF ACUTE CARE DISCHARGES. MILLER IS ONE OF 22 HOSPITALS IN CALIFORNIA TO FEATURE A REGIONAL LEVEL III NICU AND IS THE LARGEST LEVEL IV NICU TREATING MORE THAN 850 CRITICALLY ILL AND PREMATURE BABIES EACH YEAR. MILLER IS A CALIFORNIA CHILDREN'S SERVICES (CCS) APPROVED PROVIDER.
Expenses $1,279,610,466 · Grants $232,428 · Revenue $1,348,021,428
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SEE SCHEDULE OMEMORIALCARE MEDICAL FOUNDATION (MCMF) IS A NONPROFIT MEDICAL PRACTICE FOUNDATION DESCRIBED IN SECTION 1206(L) OF THE CALIFORNIA HEALTH & SAFETY CODE, WHICH PROVIDES COMPREHENSIVE OUTPATIENT CLINICAL SERVICES AT APPROXIMATELY 40 SITES THROUGHOUT ORANGE AND LOS ANGELES COUNTIES IN THE AREAS OF INTERNAL MEDICINE, FAMILY MEDICINE, AND MULTIPLE OTHER SPECIALTIES. ALSO, MCMF PROVIDES ADMINISTRATION, MANAGEMENT AND CONTRACTING SERVICES FOR EXCLUSIVE PRIMARY CARE PROVIDERS AND A SPECIALTY NETWORK OF AFFILIATED INDIVIDUAL AND PHYSICIAN GROUPS. MCMF ALSO OPERATES SEVERAL AMBULATORY SURGERY CENTERS THROUGHOUT ORANGE AND LOS ANGELES COUNTIES. ADDITIONALLY, MCMF IS PART OF SEVERAL JOINT VENTURE PARTNERSHIPS FOR DIALYSIS CLINICS, IMAGING CENTERS, AND PHYSICAL THERAPY CENTERS THROUGHOUT ORANGE AND LOS ANGELES COUNTIES. FOR THE YEAR ENDING JUNE 30, 2024, MCMF PROVIDED 907,876 CLINIC VISITS AND PERFORMED 47,914 AMBULATORY SURGERIES.
Expenses $670,153,914 · Grants $74,415 · Revenue $652,336,750
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SEE SCHEDULE OSADDLEBACK MEMORIAL MEDICAL CENTER (SMMC) IS A NONPROFIT CORPORATION, WHICH PROVIDES INPATIENT AND OUTPATIENT HOSPITAL SERVICES TO THE COMMUNITY THROUGH ITS 248-BED ACUTE CARE HOSPITAL IN LAGUNA HILLS AND SEVERAL OUTPATIENT LOCATIONS IN ORANGE COUNTY, CALIFORNIA. THROUGH CENTERS OF EXCELLENCE IN CANCER, HEART DISEASE, STROKE, PULMONARY DISEASE, ORTHOPEDICS AND DISABILITIES, AND ITS HIGHLY-REGARDED WOMEN'S SERVICES, SMMC CARES FOR A WIDE RANGE OF COMMUNITY HEALTH NEEDS IN ORANGE COUNTY, SERVES PATIENTS WHO MAY BE UNINSURED OR UNDERINSURED, AND PROVIDES MEDICALLY NECESSARY SERVICES, WITHOUT COST OR AT A REDUCED COST, TO PATIENTS WHO QUALIFY UNDER THE FINANCIAL ASSISTANCE POLICY IN COMPLIANCE WITH INTERNAL REVENUE CODE SECTION 501(R). IN THE YEAR ENDING JUNE 30, 2024, SMMC RECORDED 45,283 PATIENT DAYS, DISCHARGED 11,155 PATIENTS, PROVIDED 4,466 SURGICAL PROCEDURES, DELIVERED 1,796 BABIES, AND HAD 41,738 EMERGENCY DEPARTMENT VISITS. MEDICARE ELIGIBLE ACUTE CARE PATIENTS ACCOUNTED FOR 47% OF DISCHARGES AND MEDI-CAL ELIGIBLE ACUTE CARE PATIENTS ACCOUNTED FOR 7% OF ACUTE CARE DISCHARGES.
Expenses $393,734,771 · Grants $1,780,152 · Revenue $461,951,303
-
ORANGE COAST MEMORIAL MEDICAL CENTER (OCMMC) IS A NONPROFIT CORPORATION, WHICH PROVIDES INPATIENT AND OUTPATIENT HOSPITAL SERVICES TO THE COMMUNITY THROUGH ITS 221-BED ACUTE CARE HOSPITAL IN FOUNTAIN VALLEY AND SEVERAL OUTPATIENT LOCATIONS IN ORANGE COUNTY, CALIFORNIA. OCMMC OFFERS A 24-HOUR EMERGENCY SERVICE, A DIGESTIVE DISEASE CENTER, A CHILDBIRTH CENTER, A CANCER INSTITUTE, A HEART AND VASCULAR CENTER, A JOINT REPLACEMENT CENTER, A SPINE HEALTH CENTER, AND A SURGICAL WEIGHT LOSS CENTER, AND OFFERS PROGRAMS AND RESOURCES TO SERVE ITS CULTURALLY AND ETHNICALLY DIVERSE COMMUNITY. OCMMC SERVES PATIENTS WHO MAY BE UNINSURED OR UNDERINSURED, AND PROVIDES MEDICALLY NECESSARY SERVICES, WITHOUT COST OR AT A REDUCED COST, TO PATIENTS WHO QUALIFY UNDER ITS FINANCIAL ASSISTANCE POLICY, WHICH COMPLIES WITH INTERNAL REVENUE CODE SECTION 501(R). IN THE YEAR ENDING JUNE 30, 2024, OCMMC RECORDED 54,141 PATIENT DAYS, DISCHARGED 12,250 PATIENTS, PROVIDED 7,311 SURGICAL PROCEDURES, DELIVERED 1,628 BABIES, AND HAD 47,461 EMERGENCY DEPARTMENT VISITS. MEDICARE ELIGIBLE ACUTE CARE PATIENTS ACCOUNTED FOR 43% OF DISCHARGES AND MEDI-CAL ELIGIBLE ACUTE CARE PATIENTS ACCOUNTED FOR 15% OF ACUTE CARE DISCHARGES.
Expenses $454,286,973 · Grants $1,667,266 · Revenue $523,850,210
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Barry S ArbuckleBARRY S ARBUCKLE
BD MEMBER - LBMMC,OCMMC,SMMC,MCMF
- Total calculated
- $6,579,110
- From this org
- $0
- From related orgs
- $4,599,033
- Other
- $1,980,077
- Hours/week
- 8 + 52 related
Schedule J breakdown matched by us
- Base
- $0 + $1,793,299 related
- Bonus
- $0 + $1,927,310 related
- Other
- $0 + $878,424 related
- Deferred
- $0 + $1,947,562 related
- Nontaxable benefits
- $0 + $32,515 related
- Filer's total
- $0 + $6,579,110 related
-
Scott Ferer MD BoardSCOTT FERER MD BOARD
MEMBER - SECRETARY, MCMF; CMO, SHP
- Total calculated
- $551,136
- From this org
- $0
- From related orgs
- $509,446
- Other
- $41,690
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $375,904 related
- Bonus
- $0 + $87,275 related
- Other
- $0 + $46,267 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $25,190 related
- Filer's total
- $0 + $551,136 related
-
John FielderJOHN FIELDER
BOARD MEMBER - CHAIR, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Judy JonesJUDY JONES
BOARD MEMBER - CHAIR, MCMF
- Total calculated
- $0
- Hours/week
- 1
-
Tom RogersTOM ROGERS
BOARD MEMBER - CHAIR, OC REGION
- Total calculated
- $0
- Hours/week
- 1
-
Gracia Covarrubias MDGRACIA COVARRUBIAS MD
BOARD MEMBER - VICE CHAIR, MCMF
- Total calculated
- $0
- Hours/week
- 1
-
Thomas FeldmarTHOMAS FELDMAR
BOARD MEMBER - VICE CHAIR, OC REGION
- Total calculated
- $0
- Hours/week
- 1
-
Mike Van DykeMIKE VAN DYKE
BOARD MEMBER - VICE CHAIR, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Julio Ibarra MDJULIO IBARRA MD
BOARD MEMBER - SECRETARY, OC REGION
- Total calculated
- $0
- Hours/week
- 1
-
Andrew Wittenberg MDANDREW WITTENBERG MD
BOARD MEMBER - SECRETARY, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Sharon CheeverSHARON CHEEVER
BOARD MEMBER, OC REGION
- Total calculated
- $0
- Hours/week
- 1
-
Teresa EvansTERESA EVANS
BOARD MEMBER, OC REGION
- Total calculated
- $0
- Hours/week
- 1
-
Catherine Y Han MDCATHERINE Y HAN MD
BOARD MEMBER, OC REGION
- Total calculated
- $0
- Hours/week
- 1
-
Lalita M Komanapalli MDLALITA M KOMANAPALLI MD
BOARD MEMBER, OC REGION
- Total calculated
- $0
- Hours/week
- 1
-
Rhonda A Longmore-GrundRHONDA A LONGMORE-GRUND
BOARD MEMBER, OC REGION
- Total calculated
- $0
- Hours/week
- 1
-
Frank Marino MDFRANK MARINO MD
BOARD MEMBER, OC REGION, MCMF
- Total calculated
- $0
- Hours/week
- 1
-
Michael D Moneta MDMICHAEL D MONETA MD
BOARD MEMBER, OC REGION
- Total calculated
- $0
- Hours/week
- 1
-
Tam Nguyen MDTAM NGUYEN MD
BOARD MEMBER, OC REGION
- Total calculated
- $0
- Hours/week
- 1
-
Dale Vital RNDALE VITAL RN
BOARD MEMBER, OC REGION
- Total calculated
- $0
- Hours/week
- 1
-
David A WolfDAVID A WOLF
BOARD MEMBER, OC REGION
- Total calculated
- $0
- Hours/week
- 1
-
Steve GeidtSTEVE GEIDT
BOARD MEMBER, MCMF
- Total calculated
- $0
- Hours/week
- 1
-
Andrew Mleynek DoANDREW MLEYNEK DO
BOARD MEMBER, MCMF
- Total calculated
- $0
- Hours/week
- 1
-
Keith NelsonKEITH NELSON
BOARD MEMBER, MCMF
- Total calculated
- $0
- Hours/week
- 1
-
Daisy Tint MDDAISY TINT MD
BOARD MEMBER, MCMF
- Total calculated
- $0
- Hours/week
- 1
-
Susan E Anderson WiseSUSAN E ANDERSON WISE
BOARD MEMBER, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Jane C ConoleyJANE C CONOLEY
BOARD MEMBER, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Torin Cunningham MDTORIN CUNNINGHAM MD
BOARD MEMBER, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Gary DelongGARY DELONG
BOARD MEMBER, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Marcell EpleyMARCELL EPLEY
BOARD MEMBER, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia Herzog MDCYNTHIA HERZOG MD
BOARD MEMBER, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer McNulty MDJENNIFER MCNULTY MD
BOARD MEMBER, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Braden PhillipsBRADEN PHILLIPS
BOARD MEMBER, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Robert SchackROBERT SCHACK
BOARD MEMBER, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Darick SimpsonDARICK SIMPSON
BOARD MEMBER, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
James Wells MDJAMES WELLS MD
BOARD MEMBER, LBMMC
- Total calculated
- $0
- Hours/week
- 1
-
Blair M KentBLAIR M KENT
CEO/EVP, LBMMC & MCWH
- Total calculated
- $1,931,742
- From this org
- $0
- From related orgs
- $1,615,791
- Other
- $315,951
- Hours/week
- 58 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $834,265 related
- Bonus
- $0 + $699,549 related
- Other
- $0 + $81,977 related
- Deferred
- $0 + $295,321 related
- Nontaxable benefits
- $0 + $20,630 related
- Filer's total
- $0 + $1,931,742 related
-
Marcia MankerMARCIA MANKER
CEO/EVP, OC REGION
- Total calculated
- $1,715,860
- From this org
- $0
- From related orgs
- $1,451,856
- Other
- $264,004
- Hours/week
- 58 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $789,041 related
- Bonus
- $0 + $357,031 related
- Other
- $0 + $305,784 related
- Deferred
- $0 + $244,749 related
- Nontaxable benefits
- $0 + $19,255 related
- Filer's total
- $0 + $1,715,860 related
-
Mark D Schafer Ceoevp McMfMARK D SCHAFER CEOEVP MCMF
THRU 07/23, EXEC CNSLT. AS OF 07/23
- Total calculated
- $1,748,231
- From this org
- $0
- From related orgs
- $1,351,035
- Other
- $397,196
- Hours/week
- 58 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $463,221 related
- Bonus
- $0 + $394,015 related
- Other
- $0 + $493,799 related
- Deferred
- $0 + $391,107 related
- Nontaxable benefits
- $0 + $6,089 related
- Filer's total
- $0 + $1,748,231 related
-
David S KimDAVID S KIM
CEO/EVP, MCMF (AS OF 08/23)
- Total calculated
- $1,522,167
- From this org
- $0
- From related orgs
- $977,046
- Other
- $545,121
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $338,601 related
- Bonus
- $0 + $600,000 related
- Other
- $0 + $38,445 related
- Deferred
- $0 + $539,623 related
- Nontaxable benefits
- $0 + $5,498 related
- Filer's total
- $0 + $1,522,167 related
-
Randall Roisman ChiefRANDALL ROISMAN CHIEF
FINANCIAL OFFICER, MCMF (THRU 10/23)
- Total calculated
- $870,592
- From this org
- $0
- From related orgs
- $832,560
- Other
- $38,032
- Hours/week
- 58 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $326,735 related
- Bonus
- $0
- Other
- $0 + $505,825 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $21,532 related
- Filer's total
- $0 + $870,592 related
-
Aaron B ColeyAARON B COLEY
CFO, OC REGION
- Total calculated
- $874,414
- From this org
- $0
- From related orgs
- $762,230
- Other
- $112,184
- Hours/week
- 58 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $468,599 related
- Bonus
- $0 + $167,402 related
- Other
- $0 + $126,229 related
- Deferred
- $0 + $99,407 related
- Nontaxable benefits
- $0 + $12,777 related
- Filer's total
- $0 + $874,414 related
-
Patti PilgrimPATTI PILGRIM
CFO, LBMMC & MCWH
- Total calculated
- $483,555
- From this org
- $0
- From related orgs
- $427,531
- Other
- $56,024
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $305,932 related
- Bonus
- $0 + $100,000 related
- Other
- $0 + $21,599 related
- Deferred
- $0 + $45,215 related
- Nontaxable benefits
- $0 + $10,809 related
- Filer's total
- $0 + $483,555 related
-
Adam Solomon ChiefADAM SOLOMON CHIEF
MEDICAL OFFICER, MCMF (THRU 11/23)
- Total calculated
- $1,742,325
- From this org
- $0
- From related orgs
- $1,677,995
- Other
- $64,330
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $513,760 related
- Bonus
- $0 + $182,253 related
- Other
- $0 + $981,982 related
- Deferred
- $0 + $46,982 related
- Nontaxable benefits
- $0 + $17,348 related
- Filer's total
- $0 + $1,742,325 related
-
Yair KatzYAIR KATZ
CEO, MCWH & SVP PED
- Total calculated
- $1,141,675
- From this org
- $0
- From related orgs
- $917,226
- Other
- $224,449
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $601,073 related
- Bonus
- $0 + $178,011 related
- Other
- $0 + $138,142 related
- Deferred
- $0 + $209,835 related
- Nontaxable benefits
- $0 + $14,614 related
- Filer's total
- $0 + $1,141,675 related
-
Susan B HermanSUSAN B HERMAN
CNO, LBMMC (THRU 09/23)
- Total calculated
- $832,654
- From this org
- $0
- From related orgs
- $805,743
- Other
- $26,911
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $258,531 related
- Bonus
- $0 + $91,196 related
- Other
- $0 + $456,016 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $10,411 related
- Filer's total
- $0 + $832,654 related
-
Graham C TseGRAHAM C TSE
CHIEF MEDICAL OFFICER, MCWH
- Total calculated
- $807,703
- From this org
- $0
- From related orgs
- $741,425
- Other
- $66,278
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $476,201 related
- Bonus
- $0 + $127,798 related
- Other
- $0 + $137,426 related
- Deferred
- $0 + $47,501 related
- Nontaxable benefits
- $0 + $18,777 related
- Filer's total
- $0 + $807,703 related
-
Emily M RandleEMILY M RANDLE
COO, OCMC
- Total calculated
- $840,161
- From this org
- $0
- From related orgs
- $723,243
- Other
- $116,918
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $451,799 related
- Bonus
- $0 + $148,457 related
- Other
- $0 + $122,987 related
- Deferred
- $0 + $97,567 related
- Nontaxable benefits
- $0 + $19,351 related
- Filer's total
- $0 + $840,161 related
-
Joy B KimJOY B KIM
CHIEF MEDICAL OFFICER, LBMMC
- Total calculated
- $722,676
- From this org
- $0
- From related orgs
- $648,124
- Other
- $74,552
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $468,777 related
- Bonus
- $0 + $127,815 related
- Other
- $0 + $51,532 related
- Deferred
- $0 + $47,508 related
- Nontaxable benefits
- $0 + $27,044 related
- Filer's total
- $0 + $722,676 related
-
Stephen A CescaSTEPHEN A CESCA
CHIEF STRATEGY & BUSINESS DEV, LBMMC
- Total calculated
- $710,043
- From this org
- $0
- From related orgs
- $617,487
- Other
- $92,556
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $395,337 related
- Bonus
- $0 + $93,022 related
- Other
- $0 + $129,128 related
- Deferred
- $0 + $71,631 related
- Nontaxable benefits
- $0 + $20,925 related
- Filer's total
- $0 + $710,043 related
-
Annamarie JonesANNAMARIE JONES
CHIEF OPERATING OFFICER, MCMF
- Total calculated
- $663,507
- From this org
- $0
- From related orgs
- $572,600
- Other
- $90,907
- Hours/week
- 58 + 2 related
Schedule J breakdown matched by us
- Base
- $0 + $419,845 related
- Bonus
- $0 + $86,584 related
- Other
- $0 + $66,171 related
- Deferred
- $0 + $79,165 related
- Nontaxable benefits
- $0 + $11,742 related
- Filer's total
- $0 + $663,507 related
-
Catherine H ShitaraCATHERINE H SHITARA
COO, SMMC
- Total calculated
- $564,834
- From this org
- $0
- From related orgs
- $509,174
- Other
- $55,660
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $346,907 related
- Bonus
- $0 + $117,076 related
- Other
- $0 + $45,191 related
- Deferred
- $0 + $45,612 related
- Nontaxable benefits
- $0 + $10,048 related
- Filer's total
- $0 + $564,834 related
-
Brandi L CassinghamBRANDI L CASSINGHAM
CHIEF NURSING OFFICER, SMMC
- Total calculated
- $549,628
- From this org
- $0
- From related orgs
- $462,962
- Other
- $86,666
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $294,657 related
- Bonus
- $0 + $100,744 related
- Other
- $0 + $67,561 related
- Deferred
- $0 + $71,435 related
- Nontaxable benefits
- $0 + $15,231 related
- Filer's total
- $0 + $549,628 related
-
Ashley A MercadoASHLEY A MERCADO
VP, FINANCE, MCMF
- Total calculated
- $468,380
- From this org
- $0
- From related orgs
- $450,254
- Other
- $18,126
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $316,974 related
- Bonus
- $0 + $77,851 related
- Other
- $0 + $55,429 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $1,626 related
- Filer's total
- $0 + $468,380 related
-
Andrea De Coro Vp ClinicalANDREA DE CORO VP CLINICAL
PHARMACY & PI, MCMF (THRU 01/24)
- Total calculated
- $475,905
- From this org
- $0
- From related orgs
- $449,785
- Other
- $26,120
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $321,212 related
- Bonus
- $0 + $59,178 related
- Other
- $0 + $69,395 related
- Deferred
- $0 + $23,100 related
- Nontaxable benefits
- $0 + $3,020 related
- Filer's total
- $0 + $475,905 related
-
Jennifer ThompsonJENNIFER THOMPSON
VP, MEDICAL GROUP OPERATIONS, MCMF
- Total calculated
- $470,571
- From this org
- $0
- From related orgs
- $444,366
- Other
- $26,205
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $309,704 related
- Bonus
- $0 + $56,496 related
- Other
- $0 + $78,166 related
- Deferred
- $0 + $19,800 related
- Nontaxable benefits
- $0 + $6,405 related
- Filer's total
- $0 + $470,571 related
-
Michelle R GutierrezMICHELLE R GUTIERREZ
VP, HUMAN RESOURCES, OC REGION
- Total calculated
- $485,667
- From this org
- $0
- From related orgs
- $439,208
- Other
- $46,459
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $294,621 related
- Bonus
- $0 + $52,537 related
- Other
- $0 + $92,050 related
- Deferred
- $0 + $29,700 related
- Nontaxable benefits
- $0 + $16,759 related
- Filer's total
- $0 + $485,667 related
-
Debra SpindelDEBRA SPINDEL
VP, PHYSICIAN SERVICES, MCMF
- Total calculated
- $482,606
- From this org
- $0
- From related orgs
- $436,705
- Other
- $45,901
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $319,732 related
- Bonus
- $0 + $58,786 related
- Other
- $0 + $58,187 related
- Deferred
- $0 + $33,000 related
- Nontaxable benefits
- $0 + $12,901 related
- Filer's total
- $0 + $482,606 related
-
Greg A MunizGREG A MUNIZ
VP, FOUNDATION, OC REGION
- Total calculated
- $450,593
- From this org
- $0
- From related orgs
- $420,329
- Other
- $30,264
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $286,152 related
- Bonus
- $0 + $86,630 related
- Other
- $0 + $47,547 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $13,764 related
- Filer's total
- $0 + $450,593 related
-
Betha SchnelleBETHA SCHNELLE
VP, IPA OPERATIONS, MCMF
- Total calculated
- $443,489
- From this org
- $0
- From related orgs
- $413,147
- Other
- $30,342
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $301,667 related
- Bonus
- $0 + $55,315 related
- Other
- $0 + $56,165 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $13,842 related
- Filer's total
- $0 + $443,489 related
-
Barry R Highsted Vp PerioperativeBARRY R HIGHSTED VP PERIOPERATIVE
SERVICE, LBMMC & MCWH (THRU 04/24)
- Total calculated
- $426,683
- From this org
- $0
- From related orgs
- $400,509
- Other
- $26,174
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $311,788 related
- Bonus
- $0 + $57,620 related
- Other
- $0 + $31,101 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $9,674 related
- Filer's total
- $0 + $426,683 related
-
Todd C BlakeTODD C BLAKE
COO, LBMMC & MCWH (AS OF 08/23)
- Total calculated
- $452,778
- From this org
- $0
- From related orgs
- $400,397
- Other
- $52,381
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $242,312 related
- Bonus
- $0 + $131,099 related
- Other
- $0 + $26,986 related
- Deferred
- $0 + $51,611 related
- Nontaxable benefits
- $0 + $770 related
- Filer's total
- $0 + $452,778 related
-
Ida M MerlineIDA M MERLINE
VP, MEMORIAL HEART INSTITUTE, LBMMC
- Total calculated
- $439,089
- From this org
- $0
- From related orgs
- $397,177
- Other
- $41,912
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $279,838 related
- Bonus
- $0 + $40,224 related
- Other
- $0 + $77,115 related
- Deferred
- $0 + $23,100 related
- Nontaxable benefits
- $0 + $18,812 related
- Filer's total
- $0 + $439,089 related
-
Erin Hotra-ShinnERIN HOTRA-SHINN
VP, STRATEGY/BUS DEV, OC REGION
- Total calculated
- $445,323
- From this org
- $0
- From related orgs
- $393,618
- Other
- $51,705
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $264,633 related
- Bonus
- $0 + $46,016 related
- Other
- $0 + $82,969 related
- Deferred
- $0 + $33,000 related
- Nontaxable benefits
- $0 + $18,705 related
- Filer's total
- $0 + $445,323 related
-
Gary Iem Vp Bus DevelopGARY IEM VP BUS DEVELOP
& STRATEGIC SVC, MCMF
- Total calculated
- $428,883
- From this org
- $0
- From related orgs
- $392,868
- Other
- $36,015
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $289,609 related
- Bonus
- $0 + $55,669 related
- Other
- $0 + $47,590 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $19,515 related
- Filer's total
- $0 + $428,883 related
-
Annabelle D BraunANNABELLE D BRAUN
CHIEF NURSING OFFICER, OCMC
- Total calculated
- $458,057
- From this org
- $0
- From related orgs
- $385,903
- Other
- $72,154
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $298,635 related
- Bonus
- $0 + $53,525 related
- Other
- $0 + $33,743 related
- Deferred
- $0 + $59,582 related
- Nontaxable benefits
- $0 + $12,572 related
- Filer's total
- $0 + $458,057 related
-
Abbey Herrera-WilliamsABBEY HERRERA-WILLIAMS
VP, HUMAN RESOURCES, LBMMC & MCWH
- Total calculated
- $391,260
- From this org
- $0
- From related orgs
- $357,965
- Other
- $33,295
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $266,288 related
- Bonus
- $0 + $54,930 related
- Other
- $0 + $36,747 related
- Deferred
- $0 + $15,856 related
- Nontaxable benefits
- $0 + $17,439 related
- Filer's total
- $0 + $391,260 related
-
Heather A FosterHEATHER A FOSTER
VP, QUALITY, LBMMC
- Total calculated
- $380,641
- From this org
- $0
- From related orgs
- $342,808
- Other
- $37,833
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $263,758 related
- Bonus
- $0 + $37,520 related
- Other
- $0 + $41,530 related
- Deferred
- $0 + $16,284 related
- Nontaxable benefits
- $0 + $21,549 related
- Filer's total
- $0 + $380,641 related
-
Kelli J RuizKELLI J RUIZ
VP, STRATEGY & BUS DEV, OC REGION
- Total calculated
- $370,637
- From this org
- $0
- From related orgs
- $338,365
- Other
- $32,272
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $263,372 related
- Bonus
- $0 + $48,389 related
- Other
- $0 + $26,604 related
- Deferred
- $0 + $19,800 related
- Nontaxable benefits
- $0 + $12,472 related
- Filer's total
- $0 + $370,637 related
-
Jessica Kwon Vp PopulationJESSICA KWON VP POPULATION
HEALTH, MCMF (AS OF 12/23)
- Total calculated
- $358,535
- From this org
- $0
- From related orgs
- $312,283
- Other
- $46,252
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $258,774 related
- Bonus
- $0 + $20,950 related
- Other
- $0 + $32,559 related
- Deferred
- $0 + $31,931 related
- Nontaxable benefits
- $0 + $14,321 related
- Filer's total
- $0 + $358,535 related
-
Alexandra R WigginsALEXANDRA R WIGGINS
ASSOC. CNO, LBMMC
- Total calculated
- $290,700
- From this org
- $0
- From related orgs
- $267,330
- Other
- $23,370
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $234,376 related
- Bonus
- $0 + $12,265 related
- Other
- $0 + $20,689 related
- Deferred
- $0 + $12,261 related
- Nontaxable benefits
- $0 + $11,109 related
- Filer's total
- $0 + $290,700 related
-
Hannah H Baker Vp PayorHANNAH H BAKER VP PAYOR
CONTRACTING, MCMF (THRU 08/23)
- Total calculated
- $255,995
- From this org
- $0
- From related orgs
- $234,230
- Other
- $21,765
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $184,819 related
- Bonus
- $0
- Other
- $0 + $49,411 related
- Deferred
- $0 + $11,794 related
- Nontaxable benefits
- $0 + $9,971 related
- Filer's total
- $0 + $255,995 related
-
Deeling L TengDEELING L TENG
SENIOR MEDICAL DIRECTOR (THRU 11/23)
- Total calculated
- $805,317
- From this org
- $0
- From related orgs
- $793,899
- Other
- $11,418
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $362,383 related
- Bonus
- $0
- Other
- $0 + $431,516 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $11,418 related
- Filer's total
- $0 + $805,317 related
-
Tanya DanskyTANYA DANSKY
SENIOR MEDICAL DIRECTOR
- Total calculated
- $581,431
- From this org
- $0
- From related orgs
- $548,279
- Other
- $33,152
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $406,568 related
- Bonus
- $0 + $84,190 related
- Other
- $0 + $57,521 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $16,652 related
- Filer's total
- $0 + $581,431 related
-
George A HongGEORGE A HONG
MEDICAL DIRECTOR
- Total calculated
- $469,756
- From this org
- $0
- From related orgs
- $437,163
- Other
- $32,593
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $355,093 related
- Bonus
- $0 + $24,769 related
- Other
- $0 + $57,301 related
- Deferred
- $0 + $16,500 related
- Nontaxable benefits
- $0 + $16,093 related
- Filer's total
- $0 + $469,756 related
-
Leonard MunariLEONARD MUNARI
PROGRAMDIR PEDIATRIC PERFUSION
- Total calculated
- $454,692
- From this org
- $0
- From related orgs
- $417,612
- Other
- $37,080
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $328,892 related
- Bonus
- $0 + $11,862 related
- Other
- $0 + $76,858 related
- Deferred
- $0 + $26,400 related
- Nontaxable benefits
- $0 + $10,680 related
- Filer's total
- $0 + $454,692 related
-
Maria E ZitlauMARIA E ZITLAU
RN, COORD, CVOR
- Total calculated
- $417,425
- From this org
- $0
- From related orgs
- $366,985
- Other
- $50,440
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $363,725 related
- Bonus
- $0 + $1,000 related
- Other
- $0 + $2,260 related
- Deferred
- $0 + $33,000 related
- Nontaxable benefits
- $0 + $17,440 related
- Filer's total
- $0 + $417,425 related
-
John BishopJOHN BISHOP
FORMER CEO/EVP, LBMMC
- Total calculated
- $1,592,046
- From this org
- $0
- From related orgs
- $1,591,054
- Other
- $992
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0 + $27,556 related
- Bonus
- $0
- Other
- $0 + $1,563,498 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $992 related
- Filer's total
- $0 + $1,592,046 related
-
Laurie D SicaerosLAURIE D SICAEROS
FORMER SVP, COO/PI, MCMF
- Total calculated
- $1,263,237
- From this org
- $0
- From related orgs
- $1,017,787
- Other
- $245,450
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $601,861 related
- Bonus
- $0 + $225,038 related
- Other
- $0 + $190,888 related
- Deferred
- $0 + $243,224 related
- Nontaxable benefits
- $0 + $2,226 related
- Filer's total
- $0 + $1,263,237 related
-
Ikenna M MmejeIKENNA M MMEJE
FORMER CHIEF OPERATING OFFICER, LBMMC
- Total calculated
- $350,373
- From this org
- $0
- From related orgs
- $350,373
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $350,373 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $350,373 related
-
Elizabeth F SimpsonELIZABETH F SIMPSON
FORMER VP, MEDICAL MANAGEMENT
- Total calculated
- $206,693
- From this org
- $0
- From related orgs
- $194,161
- Other
- $12,532
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $0 + $134,746 related
- Bonus
- $0
- Other
- $0 + $59,415 related
- Deferred
- $0 + $9,547 related
- Nontaxable benefits
- $0 + $2,985 related
- Filer's total
- $0 + $206,693 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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE COMPENSATION OF THE ORGANIZATIONS' CHIEF EXECUTIVE OFFICERS IS DETERMINED BY MEMORIAL HEALTH SERVICES (MHS), THE TAX-EXEMPT PARENT. SEE SCHEDULE O FORM 990, PART VI, LINES 15A AND 15B FOR THE PROCESS USED BY MHS TO DETERMINE COMPENSATION.
- PART I, LINES 4A-B
- 4A: THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING THE YEAR: JOHN BISHOP - $697,180 IKENNA M. MMEJE - $350,373 SUSAN B. HERMAN - $365,405 RANDALL ROISMAN - $439,903 ADAM SOLOMON - $868,639 DEELING L. TENG - $318,491 4B: SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: THE ORGANIZATION MAINTAINS A DEFINED CONTRIBUTION PLAN UNDER WHICH, WITH LIMITED EXCEPTIONS REFERENCED BELOW, EACH YEAR'S CONTRIBUTION VESTS AFTER THREE YEARS CONDITIONED UPON THE RECIPIENT'S CONTINUED EMPLOYMENT WITH THE ORGANIZATION AS OF SUCH DATE. CONTRIBUTIONS THAT ARE SUBJECT TO A FUTURE VESTING CONDITION OR EVENT ARE REPORTED AS "RETIREMENT AND DEFERRED COMPENSATION" ON SCHEDULE J, PART II, COLUMN (C). CONTRIBUTIONS THAT ARE IMMEDIATELY VESTED UNDER THE CIRCUMSTANCES REFERENCED BELOW ARE REPORTED AS "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, COLUMN (B)(III). DURING THE 2023 CALENDAR YEAR, THE ORGANIZATION MADE THE FOLLOWING DISTRIBUTIONS TO THE FOLLOWING INDIVIDUALS: BARRY S. ARBUCKLE $494,388 JOHN BISHOP - $737,650 MARK D. SCHAFER - $438,924 LAURIE D. SICAEROS - $59,729 PARTICIPANTS WHO ATTAIN SPECIFIC AGE AND YEARS OF SERVICE REQUIREMENTS ARE FULLY VESTED IN THEIR PLAN BENEFIT AND EACH SUBSEQUENT CONTRIBUTION IS VESTED ON A QUARTERLY BASIS WHEN PAID. FOR THE 2023 CALENDAR YEAR, THE FOLLOWING INDIVIDUALS RECEIVED THE FOLLOWING VESTED CONTRIBUTIONS AND PAYMENTS, WHICH WERE INCLUDED ON THEIR 2023 W-2 AND WHICH ARE REPORTED AS "OTHER REPORTABLE COMPENSATION" ON SCHEDULE J, PART II, COLUMN B(III): MARCIA MANKER - $149,716 IF A PARTICIPANT IN THE PLAN IS TERMINATED WITHOUT CAUSE PRIOR TO THE NORMAL THREE-YEAR VESTING DATE, THEN SUCH PARTICIPANT VESTS IN AND IS ENTITLED TO PAYMENT OF THE BALANCE IN THE PARTICIPANT'S PLAN ACCOUNT AS OF THE DATE OF TERMINATION.
- PART I, LINE 7
- CERTAIN EXECUTIVES RECEIVE PART OF THEIR OVERALL COMPENSATION IN THE FORM OF AN ANNUAL INCENTIVE PAYMENT. SEVERAL FINANCIAL AND NON-FINANCIAL METRICS ARE UTILIZED IN THE FORMULA FOR THE INCENTIVE COMPENSATION, AND THESE METRICS AND THE FORMULA ARE REVIEWED AND APPROVED EACH YEAR IN ADVANCE BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS OF THE SOLE MEMBER OF EACH ORGANIZATION. PAYMENT OF ANY INCENTIVE COMPENSATION MUST BE APPROVED BY THE COMPENSATION COMMITTEE AFTER IT HAS REVIEWED THE METRICS TO DETERMINE WHETHER THEY HAVE BEEN MET AND THE AMOUNT OF THE PAYMENTS (IF ANY) BASED ON THE APPROVED FORMULA.
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
-
$3,000,000
BE WELL CAMPUS FOR MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT
-
SENIOR OUTREACH
-
OUTREACH AND SUPPORT FOR HUNTINGTON BEACH COMMUNITY
-
$25,005
FROM BEACH SURGICAL: SUPPORT FOR SURGICAL PROCEDURES PERFORMED IN NEEDY COMMUNITIES
-
CITY OF LOS ALAMITOS
$25,000
TO SUPPORT THE CITY'S COMMUNITY SERVICES DEPARTMENT FOR OUTREACH TO SENIORS AND FAMILIES
-
ORANGE COAST MEMORIAL FOUNDATION
$25,000
ORANGE COAST FOUNDATION GALA TABLE SPONSORSHIP, FROM BEACH SURGICAL: GENERAL SUPPORT TO SUPPORT THE MEDICAL CENTER'S MISSION TO IMPROVE HEALTHCARE IN THEIR COMMUNITY.
-
CENTURY VILLAGES AT CABRILLO INC
$19,000
TO SUPPORT RESIDENTIAL SERVICES AND COMMUNITY DEVELOPMENT TO BREAK THE CYCLE OF HOMELESSNESS
-
SPONSORSHIP
-
CITY OF FOUNTAIN VALLEY
$15,750
OUTREACH AND SUPPORT FOR FOUNTAIN VALLEY COMMUNITY
-
$15,000
TO IMPROVE HEALTH OF INFANTS/FAMILIES THROUGH EDUCATION AND ADVOCACY TO PROMOTE BREASTFEEDING
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.
-
MEMORIALCARE SELECT HEALTH PLAN
501(C)(4) · MEDICAL SERVICES · CA
Directly controlled by MHS
-
SADDLEBACK MEMORIAL FOUNDATION
501(C)(3) · PHILANTHROPY · CA · controlled entity
Directly controlled by SMMC
-
MEMORIAL MEDICAL CENTER FOUNDATION
501(C)(3) · MEDICAL FOUNDATION · CA · controlled entity
Directly controlled by LBMMC
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.
-
NAUTILUS HEALTHCARE MANAGEMENT GROUP LLC
MGMT SERVICES · CA · income $13,628,561 · assets $26,321,402
Directly controlled by MCMF
-
BEACH DENTAL MANAGEMENT SERVICES LLC
MGMT SERVICES · CA · income -$121,765 · assets -$46,765
Directly controlled by MCMF
-
MEMORIALCARE PHYSICIAN CAPTIVE LLC
INSURANCE SERVICES · AZ · income $982,690 · assets $2,425,043
Directly controlled by MCMF
-
CALLE DE LA LOUISA HOLDINGS LLC
HOLDING COMPANY · CA · income $2,457,010 · assets $88,725,139
Directly controlled by SMMC
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
BEACH SURGICAL HOLDINGS LLC
RELATED · HEALTHCARE · CA · 51% owned · share of income $4,756,438 · share of assets $15,836,355 · general or managing partner
Directly controlled by MCMF
-
RMV MOB I LLC
UNRELATED · OWN, OPERATE, LEASE, MAINTAIN THE MEDICAL OFFICE BUILDING PROPERTY · CA · 60.97% owned · share of income -$88,069 · share of assets $6,881,633 · general or managing partner
Directly controlled by MCMF
-
MC FV MOB I LLC
UNRELATED · OWN, OPERATE, LEASE, MAINTAIN THE MEDICAL OFFICE BUILDING PROPERTY · CA · 25.3% owned · share of income $91,974 · share of assets $1,564,093 · general or managing partner
Directly controlled by MCMF
-
MEMORIALCARE INNOVATION FUND LP
EXCLUDED · INVESTMENTS · CA · 100% owned · share of income -$12,045,358 · share of assets $95,367,198
Directly controlled by MHS
-
SUMMATION HEALTH VENTURES
RELATED · INVESTMENTS · DE · 50% owned · share of income $150,773 · share of assets $37,706,644
Directly controlled by MHS
-
BRISTOL PARK INVESTMENT GROUP I LP
UNRELATED · OWN, LEASE, PROVIDE MANAGEMENT SERVICES FOR MEDICAL OFFICE BUILDING · CA · 2% owned · share of income $4,730 · share of assets $39,752 · general or managing partner
Directly controlled by MCMF
-
BRISTOL PARK INVESTMENT GROUP II LP
UNRELATED · OWN, LEASE, PROVIDE MANAGEMENT SERVICES FOR MEDICAL OFFICE BUILDING · CA · 2% owned · share of income $6,822 · share of assets $165,143 · general or managing partner
Directly controlled by MCMF
-
BRISTOL PARK INVESTMENT GROUP III LP
UNRELATED · OWN, LEASE, PROVIDE MANAGEMENT SERVICES FOR MEDICAL OFFICE BUILDING · CA · 2% owned · share of income $24,444 · share of assets $134,437 · general or managing partner
Directly controlled by MCMF
-
BRISTOL PARK INVESTMENT GROUP V LP
UNRELATED · OWN, LEASE, PROVIDE MANAGEMENT SERVICES FOR MEDICAL OFFICE BUILDING · CA · 2% owned · share of income $11,187 · share of assets $54,698 · general or managing partner
Directly controlled by MCMF
-
MEMORIAL HOME HEALTH LLC
RELATED · HOME HEALTH · CA · 60% owned · share of income -$3,192,078 · share of assets $1,063,763
Directly controlled by SMMC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
NATIONAL HEALTHCARE SERVICES
C · MEDICAL INVESTING · CA
-
CHARITABLE REMAINDER ANNUITY TRUST (SMF & MMCF)
T · HOSPITAL SUPPORT · CA · controlled entity
-
CHARITABLE REMAINDER ANNUITY UNITRUST (SMF)
T · HOSPITAL SUPPORT · CA · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541339349304229
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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