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Nonprofiteer
← BENSON HOSPITAL CORPORATION

Form 990 for tax year 2023

Filed by BENSON HOSPITAL CORPORATION.

Totals

Total revenue
$28,359,517
Total expenses
$26,499,339
Contributions and grants received
$1,000,525
Grants paid
$0
Program service revenue
$26,985,065
Investment income
$343,877
Other revenue
$30,050
Total assets, end of year
$28,396,497
Total liabilities, end of year
$3,974,326
Net assets or fund balances, end of year
$24,422,171
Program services expenses (Part IX)
$22,963,778
Management and general expenses
$3,535,561
Fundraising expenses
$0
Program service expenses (Part III)
$22,963,778

Program services were 86.7% 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.

  • 1e · Government grants (contributions)

    $1,000,000

  • 1f · All other contributions, gifts and grants

    $525

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $26,294,528 · related or exempt $26,294,528

  • 2b · Program service revenue: OTHER REVENUE

    total $188,719 · related or exempt $188,719

  • 2c · Program service revenue: PHARMACY REVENUE

    total $501,818 · related or exempt $501,818

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $343,877 · excluded $343,877

  • 6a · Gross rents

    real property $30,050

  • 6c · Rental income or loss

    real property $30,050 · personal property $0

  • 6d · Net rental income or loss

    total $30,050 · excluded $30,050

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $645,726 · program services $211,050 · management and general $434,676

  • 7 · Other salaries and wages

    total $11,345,629 · program services $11,104,379 · management and general $241,250

  • 8 · Pension plan contributions

    total $221,972 · program services $221,972 · management and general $0

  • 9 · Other employee benefits

    total $972,636 · program services $931,887 · management and general $40,749

  • 10 · Payroll taxes

    total $796,710 · program services $754,898 · management and general $41,812

  • 11a · Fees: management

    total $1,468,400 · management and general $1,468,400

  • 11b · Fees: legal

    total $4,253 · management and general $4,253

  • 11f · Fees: investment management

    total $16,421 · management and general $16,421

  • 11g · Fees: other

    total $5,127,931 · program services $4,303,240 · management and general $824,691 · fundraising $0

  • 12 · Advertising and promotion

    total $157,505 · program services $132,524 · management and general $24,981

  • 13 · Office expenses

    total $490,834 · program services $416,053 · management and general $74,781

  • 16 · Occupancy

    total $784,657 · program services $660,205 · management and general $124,452

  • 19 · Conferences, conventions and meetings

    total $69,476 · program services $58,457 · management and general $11,019

  • 22 · Depreciation, depletion and amortization

    total $777,538 · program services $654,215 · management and general $123,323

  • 23 · Insurance

    total $202,000 · program services $169,961 · management and general $32,039

  • 24a · Other expenses: MEDICAL SUPPLIES AND DRUGS

    total $2,386,243 · program services $2,386,243

  • 24b · Other expenses: HEALTH ASSESSMENT

    total $572,951 · program services $572,951

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $264,099 · program services $222,211 · management and general $41,888

  • 24d · Other expenses: RECRUITMENT AND RETENTION

    total $146,055 · program services $122,890 · management and general $23,165

  • 24e · All other expenses

    total $48,303 · program services $40,642 · management and general $7,661 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $612,294 · end of year $230,415

  • 2 · Savings and temporary cash investments

    beginning of year $2,328,927 · end of year $1,903,399

  • 3 · Pledges and grants receivable

    beginning of year $0

  • 4 · Accounts receivable

    beginning of year $2,451,935 · end of year $2,271,208

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0

  • 8 · Inventories for sale or use

    beginning of year $572,577 · end of year $662,719

  • 9 · Prepaid expenses and deferred charges

    beginning of year $703,008 · end of year $247,162

  • 10a · Land, buildings and equipment: cost or other basis

    $17,191,473

  • 10b · Land, buildings and equipment: accumulated depreciation

    $6,203,220

  • 10c · Land, buildings and equipment, net

    beginning of year $10,359,624 · end of year $10,988,253

  • 11 · Investments: publicly traded securities

    beginning of year $8,739,560 · end of year $9,101,641

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $1,609,559 · end of year $2,991,700

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,042,816 · end of year $1,725,330

  • 18 · Grants payable

    beginning of year $0

  • 19 · Deferred revenue

    beginning of year $2,225,522

  • 20 · Tax-exempt bond liabilities

    beginning of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0

  • 25 · Other liabilities

    beginning of year $1,375,020 · end of year $2,248,996

  • 27 · Net assets without donor restrictions

    beginning of year $21,734,126 · end of year $24,422,171

  • 28 · Net assets with donor restrictions

    beginning of year $0

Mission and programs · 2023

Mission

To provide exceptional health care with compassion.

  • Benson Hospital is a rural hospital that provides medical care on an inpatient, outpatient, and emergency basis in and around the town of Benson, Arizona. The hospital has 22 acute care beds and is designated as a critical access hospital by the State of Arizona. Care provided includes emergency, occupational medicine, respiratory therapy, diagnostic imaging, nutrition services, laboratory services, pharmacy, primary care, and physical rehabilitation. Care is provided regardless of race, creed, color, or ability to pay.

    Expenses $22,963,778 · Revenue $26,985,065

As filed on the 2023 return.

Listed in Part VII

  • Barbara Hartley

    VICE CHAIR/CHIEF OF STAFF

    Total calculated
    $211,050
    From this org
    $211,050
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $211,050
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $211,050

  • Joseph Sprietsma

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Ann Cook

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CHARLENE HARRIS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jon Young

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARCOS TERAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Matt Smith

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Micah Mortensen

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gary Kartchner

    CEO BEG 09/23

    Total calculated
    $167,574
    From this org
    $148,659
    From related orgs
    $0
    Other
    $18,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,659
    Bonus
    $0
    Other
    $0
    Deferred
    $15,803
    Nontaxable benefits
    $3,112
    Filer's total
    $167,574

  • Julia Strange

    CEO END 09/23

    Total calculated
    $435,226
    From this org
    $225,135
    From related orgs
    $150,090
    Other
    $60,001
    Hours/week
    24 + 21 related

    Schedule J breakdown matched by us

    Base
    $165,384 + $110,256 related
    Bonus
    $36,958 + $24,638 related
    Other
    $22,793 + $15,196 related
    Deferred
    $28,247 + $18,831 related
    Nontaxable benefits
    $7,754 + $5,169 related
    Filer's total
    $261,136 + $174,090 related

  • Kathleen Murray

    PHYSICIAN

    Total calculated
    $278,264
    From this org
    $268,403
    From related orgs
    $0
    Other
    $9,861
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,403
    Bonus
    $0
    Other
    $0
    Deferred
    $7,814
    Nontaxable benefits
    $2,047
    Filer's total
    $278,264

  • Mindee Garrett

    DIRECTOR OF FINANCE

    Total calculated
    $160,543
    From this org
    $154,593
    From related orgs
    $0
    Other
    $5,950
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,170
    Bonus
    $11,423
    Other
    $0
    Deferred
    $4,660
    Nontaxable benefits
    $1,290
    Filer's total
    $160,543

  • Osvaldo Enriquez

    DIRECTOR, PHARMACY

    Total calculated
    $194,341
    From this org
    $184,292
    From related orgs
    $0
    Other
    $10,049
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,944
    Bonus
    $4,348
    Other
    $0
    Deferred
    $5,633
    Nontaxable benefits
    $4,416
    Filer's total
    $194,341

  • Robert Via

    DIRECTOR, IT

    Total calculated
    $179,745
    From this org
    $171,593
    From related orgs
    $0
    Other
    $8,152
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,561
    Bonus
    $12,032
    Other
    $0
    Deferred
    $5,212
    Nontaxable benefits
    $2,940
    Filer's total
    $179,745

  • Stephanie Starnes

    NURSE practitioner

    Total calculated
    $143,648
    From this org
    $139,464
    From related orgs
    $0
    Other
    $4,184
    Hours/week
    40

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 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 4b Supplemental nonqualified retirement plan
EXECUTIVES PARTICIPATING IN A SUPPLEMENTAL, NON QUALIFIED RETIREMENT PLAN: JULIA STRANGE 2023 VESTED CONTRIBUTIONS INCLUDED IN W-2: $37,989
Schedule J, Part I, Line 6a Compensation contingent on net earnings of the organization
MIP BONUS METRICS- MANAGEMENT IS ELIGIBLE FOR AN ANNUAL MANAGEMENT INCENTIVE PLAN (MIP) AT THE DISCRETION OF THE GOVERNING BOARD OF TMCH. THE INCENTIVE IS BASED ON THE GOALS: RELATIVE VALUE UNITS AND QUALITY. METRICS ARE ESTABLISHED FOR EACH FISCAL (CALENDAR) YEAR, TOGETHER WITH THE PERCENTAGE OF COMPENSATION PAYOUT BASED ON REACHING ANNUAL ESTABLISHED GOALS. STIP BONUS METRICS - EXECUTIVES ARE ELIGIBLE FOR AN ANNUAL SHORT TERM INCENTIVE PROGRAM (STIP) AT THE DISCRETION OF THE GOVERNING BOARD OF TMCH. THE INCENTIVE IS BASED ON THE GOALS: FINANCIAL, PEOPLE, QUALITY, PATIENT EXPERIENCE, AND GROWTH. METRICS ARE ESTABLISHED FOR EACH FISCAL (CALENDAR) YEAR, TOGETHER WITH THE PERCENTAGE OF COMPENSATION PAYOUT BASED ON REACHING ANNUAL ESTABLISHED GOALS.
Schedule J, Part II RELATED ORGANIZATION COMPENSATION
JULIA STRANGE RECEIVES COMPENSATION FROM TUCSON MEDICAL CENTER, A RELATED ORGANIZATION, FOR DUTIES PERFORMED OUTSIDE HER RESPONSIBILITIES AS THE BENSON CEO.

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

No itemized grants to organizations 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.

  • HOSPITAL CARE SYSTEMS DEVELOPM

    C Corporation · HOSPITAL MANAGEMENT · AZ · share of income $0 · share of assets $0

    Directly controlled by TMC HEALTHCARE

  • SAGUARO MEDICAL HOLDINGS INC

    C Corporation · HOLDING COMPANY · AZ · share of income $0 · share of assets $0

    Directly controlled by NA

  • TMC HEALTHCARE SECURITY SERVICE

    C Corporation · SECURITY SERVICES · AZ · share of income $0 · share of assets $0

    Directly controlled by TMC HEALTHCARE

  • GLP INSURANCE

    C Corporation · SELF INSURANCE · CJ · share of income $0 · share of assets $0

    Directly controlled by TMC HEALTHCARE

Provenance

Return type
form_990
Tax year
2023
Filed
19 November 2024
IRS schema version
2023v5.1
Source object
202403249349300425

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