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Nonprofiteer
← JOHN MUIR PHYSICIAN NETWORK

Form 990 for tax year 2024

Filed by JOHN MUIR PHYSICIAN NETWORK.

Totals

Total revenue
$519,192,918
Total expenses
$529,027,075
Contributions and grants received
$122,214,417
Grants paid
$540,259
Program service revenue
$396,791,859
Investment income
$186,642
Other revenue
$0
Total assets, end of year
$167,418,772
Total liabilities, end of year
$113,492,897
Net assets or fund balances, end of year
$53,925,875
Program services expenses (Part IX)
$426,691,867
Management and general expenses
$102,335,208
Fundraising expenses
$0
Program service expenses (Part III)
$426,691,867

Program services were 80.7% 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
    $0
    From related orgs
    $2,125,935
    Other
    $1,676,571
    Hours/week
    5 + 70 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,423,500 related
    Bonus
    $0 + $676,181 related
    Other
    $0 + $26,254 related
    Deferred
    $0 + $1,657,032 related
    Nontaxable benefits
    $0 + $19,539 related
    Filer's total
    $0 + $3,802,506 related
  • JAY HARRIS

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5 + 10 related
  • ROGER BAILEY

    VICE CHAIRMAN

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

    SECRETARY & TREASURER

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

    DIRECTOR

    Total calculated
    $31,250
    From this org
    $0
    From related orgs
    $31,250
    Other
    $0
    Hours/week
    5 + 10 related
  • CHINNAVUTH DE MONTEIRO MD

    DIRECTOR

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

    DIRECTOR

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

    DIRECTOR

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

    DIRECTOR

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

    DIRECTOR

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

    DIRECTOR

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

    DIRECTOR

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

    DIRECTOR

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

    DIRECTOR

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

    DIRECTOR

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

    DIRECTOR

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

    CAO

    Total calculated
    $1,288,646
    From this org
    $949,875
    From related orgs
    $0
    Other
    $338,771
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $734,913
    Bonus
    $195,237
    Other
    $19,725
    Deferred
    $322,674
    Nontaxable benefits
    $16,097
    Filer's total
    $1,288,646
  • MELINDA ESTEP

    SENIOR VP/CFO (THRU 6/4/24)

    Total calculated
    $725,869
    From this org
    $0
    From related orgs
    $717,836
    Other
    $8,033
    Hours/week
    5 + 70 related

    Schedule J breakdown matched by us

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

    INTERIM CFO (AS OF 6/4/24)

    Total calculated
    $374,400
    From this org
    $0
    From related orgs
    $374,400
    Other
    $0
    Hours/week
    5 + 70 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,400 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $374,400 related
  • JANE WILLEMSEN

    CHIEF OPERATING OFFICER

    Total calculated
    $2,193,709
    From this org
    $0
    From related orgs
    $1,585,728
    Other
    $607,981
    Hours/week
    6 + 66 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,096,693 related
    Bonus
    $0 + $449,639 related
    Other
    $0 + $39,396 related
    Deferred
    $0 + $580,463 related
    Nontaxable benefits
    $0 + $27,518 related
    Filer's total
    $0 + $2,193,709 related
  • RAMZY AWAD

    VP FOUNDATION PRACTICE OPS

    Total calculated
    $753,776
    From this org
    $494,531
    From related orgs
    $0
    Other
    $259,245
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $392,996
    Bonus
    $86,244
    Other
    $15,291
    Deferred
    $232,644
    Nontaxable benefits
    $26,601
    Filer's total
    $753,776
  • TIMOTHY SOUVA

    EXECUTIVE DIR, PRACTICE OPS

    Total calculated
    $394,902
    From this org
    $310,036
    From related orgs
    $0
    Other
    $84,866
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $268,379
    Bonus
    $41,013
    Other
    $644
    Deferred
    $66,384
    Nontaxable benefits
    $18,482
    Filer's total
    $394,902
  • ZACHARY LADNER

    PHYSICIAN ASSISTANT

    Total calculated
    $359,401
    From this org
    $300,528
    From related orgs
    $0
    Other
    $58,873
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $294,241
    Bonus
    $1,000
    Other
    $5,287
    Deferred
    $34,313
    Nontaxable benefits
    $24,560
    Filer's total
    $359,401
  • MICHELE CLAAR

    SUPERVISOR, NUCLEAR MEDICINE

    Total calculated
    $356,772
    From this org
    $276,040
    From related orgs
    $0
    Other
    $80,732
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $275,040
    Bonus
    $1,000
    Other
    $0
    Deferred
    $59,662
    Nontaxable benefits
    $21,070
    Filer's total
    $356,772
  • JAYLA KYAW

    DIRECTOR, MEDICAL GROUP SUPPORT

    Total calculated
    $321,097
    From this org
    $275,547
    From related orgs
    $0
    Other
    $45,550
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $208,167
    Bonus
    $67,089
    Other
    $291
    Deferred
    $34,539
    Nontaxable benefits
    $11,011
    Filer's total
    $321,097

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 · Health or social club dues or initiation fees
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES JOHN MUIR HEALTH AND JOHN MUIR PHYSICIAN NETWORK PAY UP TO 50% OF HEALTH CLUB DUES FOR EXECUTIVE DIRECTORS OF OPERATIONS, VICE PRESIDENTS AND ABOVE. IF UTILIZED, THESE BENEFITS ARE TREATED AS TAXABLE INCOME TO THESE INDIVIDUALS.
PART I, LINE 3
EXECUTIVE COMPENSATION PROCESS JOHN MUIR HEALTH, A RELATED TAX-EXEMPT ORGANIZATION OF JOHN MUIR PHYSICIAN NETWORK, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
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: MAUREEN STEVENSON $82,177, AND RAMZY AWAD $29,854. 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: MICHAEL THOMAS $887,895 AND JANE WILLEMSEN $39,543.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202543169349307934

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