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← PHELPS MEDICAL SERVICES PC

Form 990 for tax year 2023

Filed by PHELPS MEDICAL SERVICES PC.

Totals

Total revenue
$93,825,848
Total expenses
$107,055,897
Contributions and grants received
$167,397
Grants paid
$0
Program service revenue
$88,037,789
Investment income
$0
Other revenue
$5,620,662
Total assets, end of year
$16,066,031
Total liabilities, end of year
$35,589,375
Net assets or fund balances, end of year
-$19,523,344
Program services expenses (Part IX)
$104,198,284
Management and general expenses
$2,857,613
Fundraising expenses
$0
Program service expenses (Part III)
$104,198,284

Program services were 97.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID GORDON

    Chf, Neurosurgery

    Total calculated
    $1,862,593
    From this org
    $702,761
    From related orgs
    $1,082,999
    Other
    $76,833
    Hours/week
    50 + 50 related

    Schedule J breakdown matched by us

    Base
    $701,607 + $958,704 related
    Bonus
    $0 + $100,000 related
    Other
    $1,154 + $24,295 related
    Deferred
    $0 + $36,300 related
    Nontaxable benefits
    $16,226 + $24,307 related
    Filer's total
    $718,987 + $1,143,606 related

  • FLOYD BYFIELD

    Chf, Div Gastroentrlgy

    Total calculated
    $926,116
    From this org
    $847,609
    From related orgs
    $0
    Other
    $78,507
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $797,792
    Bonus
    $0
    Other
    $49,817
    Deferred
    $36,300
    Nontaxable benefits
    $42,207
    Filer's total
    $926,116

  • PARUL SHUKLA

    Regional Chief, Colorectal Sur

    Total calculated
    $789,815
    From this org
    $752,915
    From related orgs
    $0
    Other
    $36,900
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $747,678
    Bonus
    $0
    Other
    $5,237
    Deferred
    $36,300
    Nontaxable benefits
    $600
    Filer's total
    $789,815

  • DINA KATZ

    Physician

    Total calculated
    $752,344
    From this org
    $673,837
    From related orgs
    $0
    Other
    $78,507
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $656,116
    Bonus
    $0
    Other
    $17,721
    Deferred
    $36,300
    Nontaxable benefits
    $42,207
    Filer's total
    $752,344

  • RICHARD FINDLING

    Assoc Director

    Total calculated
    $698,523
    From this org
    $661,623
    From related orgs
    $0
    Other
    $36,900
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $637,314
    Bonus
    $0
    Other
    $24,309
    Deferred
    $36,300
    Nontaxable benefits
    $600
    Filer's total
    $698,523

  • ROBBINS GOTTLOCK

    President

    Total calculated
    $546,264
    From this org
    $0
    From related orgs
    $494,554
    Other
    $51,710
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $443,958 related
    Bonus
    $0 + $47,519 related
    Other
    $0 + $3,077 related
    Deferred
    $0 + $51,110 related
    Nontaxable benefits
    $0 + $600 related
    Filer's total
    $0 + $546,264 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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 7 - BONUS AND INCENTIVE COMPENSATION
On Form 990, Part VII, Section A, line 1A, the organization may provide non-fixed payments, not described on lines 5 and 6, to certain listed persons. The organization bases such payments on many performance based factors. Payments of this type appear on Schedule J, Part II, B (II).

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 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
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202433169349300433

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