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Nonprofiteer
← METHODIST MEDICAL CENTER

Form 990 for tax year 2024

Filed by METHODIST MEDICAL CENTER.

Totals

Total revenue
$184,391,658
Total expenses
$190,494,472
Contributions and grants received
$115,652
Grants paid
$32,422
Program service revenue
$182,704,507
Investment income
$24,573
Other revenue
$1,546,926
Total assets, end of year
$93,660,472
Total liabilities, end of year
$25,072,135
Net assets or fund balances, end of year
$68,588,337
Program services expenses (Part IX)
$186,784,860
Management and general expenses
$3,709,612
Fundraising expenses
$0
Program service expenses (Part III)
$186,784,860

Program services were 98.1% 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

    $115,652

  • 1g · Noncash contributions included above

    $1,572

  • 2a · Program service revenue: Net Patient Revenue

    total $182,543,051 · related or exempt $182,543,051

  • 2b · Program service revenue: Rental Income - Exempt Affiliates

    total $161,456 · related or exempt $161,456

  • 3 · Investment income

    total $15,059 · excluded $15,059

  • 6a · Gross rents

    real property $3,224,944

  • 6b · Less rental expenses

    real property $2,701,578

  • 6c · Rental income or loss

    real property $523,366

  • 6d · Net rental income or loss

    total $523,366 · unrelated business $291,646 · excluded $231,720

  • 7a · Gross sales of assets other than inventory

    other assets $9,514

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $9,514

  • 7d · Net gain or loss

    total $9,514 · excluded $9,514

  • 11a · Other revenue: Cafeteria

    total $689,207 · excluded $689,207

  • 11b · Other revenue: Gift Shop

    total $211,926 · excluded $211,926

  • 11c · Other revenue: Ridgeview Meals

    total $26,803 · excluded $26,803

  • 11d · All other revenue

    total $95,624 · related or exempt $8,729 · excluded $86,895

  • 11e · Other revenue, total

    $1,023,560

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $32,422 · program services $32,422

  • 5 · Compensation of officers, directors and key employees

    total $752,442 · management and general $752,442

  • 7 · Other salaries and wages

    total $51,052,415 · program services $50,715,640 · management and general $336,775

  • 8 · Pension plan contributions

    total $1,329,953 · program services $1,325,460 · management and general $4,493

  • 9 · Other employee benefits

    total $5,196,327 · program services $5,165,835 · management and general $30,492

  • 10 · Payroll taxes

    total $3,722,018 · program services $3,651,608 · management and general $70,410

  • 11a · Fees: management

    total $19,450,599 · program services $18,744,082 · management and general $706,517

  • 11b · Fees: legal

    total $4,453 · management and general $4,453

  • 11g · Fees: other

    total $42,536,548 · program services $42,536,548

  • 12 · Advertising and promotion

    total $1,075 · program services $1,075

  • 13 · Office expenses

    total $1,243,324 · program services $1,073,742 · management and general $169,582

  • 16 · Occupancy

    total $8,108,740 · program services $7,249,517 · management and general $859,223

  • 17 · Travel

    total $14,423 · program services $14,224 · management and general $199

  • 19 · Conferences, conventions and meetings

    total $59,127 · program services $58,318 · management and general $809

  • 20 · Interest

    total $21,701 · program services $21,701

  • 22 · Depreciation, depletion and amortization

    total $8,057,846 · program services $7,585,195 · management and general $472,651

  • 23 · Insurance

    total $190,902 · program services $189,669 · management and general $1,233

  • 24a · Other expenses: Medical Supplies

    total $31,733,012 · program services $31,733,012

  • 24b · Other expenses: Bad Debt

    total $8,695,796 · program services $8,695,796

  • 24c · Other expenses: Minor Equipment

    total $5,440,783 · program services $5,318,659 · management and general $122,124

  • 24d · Other expenses: Food and Dietary

    total $1,261,496 · program services $1,261,496

  • 24e · All other expenses

    total $1,589,070 · program services $1,410,861 · management and general $178,209

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,320 · end of year $5,320

  • 2 · Savings and temporary cash investments

    beginning of year -$886,039 · end of year -$1,066,150

  • 4 · Accounts receivable

    beginning of year $21,058,837 · end of year $20,872,944

  • 8 · Inventories for sale or use

    beginning of year $3,083,431 · end of year $3,014,699

  • 9 · Prepaid expenses and deferred charges

    beginning of year $826,751 · end of year $797,159

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

    $319,012,551

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

    $250,729,098

  • 10c · Land, buildings and equipment, net

    beginning of year $68,667,822 · end of year $68,283,453

  • 15 · Other assets

    beginning of year $2,321,888 · end of year $1,753,047

  • 17 · Accounts payable and accrued expenses

    beginning of year $17,852,757 · end of year $21,629,576

  • 25 · Other liabilities

    beginning of year $5,813,325 · end of year $3,442,559

  • 27 · Net assets without donor restrictions

    beginning of year $71,411,928 · end of year $68,588,337

Mission and programs · 2024

Mission

Methodist Medical Center provides quality healthcare, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health regardless of a patient's ability to pay.

Activities or mission (Part I)

Methodist Medical Center is a 283-bed full service, acute care hospital located in Oak Ridge, TN. It is a member of the Covenant Health system.

  • Methodist Medical Center ("Methodist") first opened as an Army hospital in 1943. Now, 82 years later, the hospital is an Advanced Primary Stroke Center and provides medical specialties ranging from cardiology and orthopedics to oncology and wound care. The medical center is a 283-bed facility which employs approximately 1,000 people and serves more than 200,000 citizens in Anderson, Roane, Morgan, Campbell and Scott counties. SERVICEThe hospital is best known for its services in orthopedics, cardiology, oncology, rehabilitation therapy services, sleep diagnostics and wound treatment. Methodist offers a full continuum of heart-related care and services including open-heart surgery, and has completed over 8,500 open-heart procedures. The cardiac and pulmonary rehabilitation program is accredited by the American Association of Cardiovascular and Pulmonary Rehabilitation and offers an individualized plan of monitored exercise and education in a medically supervised environment.Methodist's board-certified orthopedic surgeons are skilled in diagnosing and treating bone, muscle, and joint disorders. Specialty areas include spinal surgeries, fractures, complex rotator cuff/shoulder repairs and hand reconstruction. Using a series of best-practice guidelines, the hospital treats patients efficiently and effectively for optimal outcomes. The hospital is a Blue Distinction Center+ for knee and hip replacement, a program offered by the Blue Cross Blue Shield Association that recognizes the highest quality providers and doctors. Methodist treats many types of gastrointestinal problems. Our board-certified physicians and nurses provide quality care for patients, using advanced technology to examine and treat digestive problems. Gastroenterology services are available for patients hospitalized at Methodist as well as outpatients.Methodist offers an expansion of its existing services through telehealth initiatives that are designed to support the bedside clinical team. Telehealth services for a variety of medical needs help bridge the access gap, ultimately improving patient outcomes and overall quality of care. Methodist served 169,847 patients in 2024. Of these, 160,595 were outpatients and 9,252 were inpatients with an average length-of-stay of 4.92 days. PUTTING PATIENTS FIRSTMethodist offers patients a high level of quality care, technology and service that you'd expect to find in a leading hospital. Methodist has received national honors, but also offers patients the convenience of a hometown medical center that is close to the support of family and friends. Awards for 2024: Safety:-The Leapfrog Group, "A" Safety Grade: Spring 2024 and Fall 2024-THA Zero Hero Awards: CAUTI (3W and 4W), CLABSI (2W, 3W and 4W)-Best Hospital Women's Choice Awards - Patient SafetyStroke:- Advanced Primary Stroke Center designated by The Joint Commission- 2024 Get With The Guidelines - Stroke Gold Award- 2024 Get With The Guidelines - Stroke GOLD with Target Type 2 Diabetes Honor RollCancer:- Commission on Cancer Accredited - Best Hospital Women's Choice Awards - CancerCardiology:- 2024 Get With The Guidelines- Coronary Artery Disease STEMI GOLD PLUS Receiving Center - 2024 Get With The Guidelines- Coronary Artery Disease STEMI Target: Type 2 Diabetes Honor Roll- 2024 Get With The Guidelines- Coronary Artery Disease NSTEMI GOLD Achievement Award - 2024 Get With The Guidelines- Coronary Artery Disease NSTEMI with Target: Type 2 Diabetes Honor Roll - Cardiovascular/Pulmonary Rehabilitation (CROP): certified by the American Association of Cardiovascular and Pulmonary Rehabilitation (AACVPR)- Best Hospital Women's Choice Awards - Heart Care- US News High Performing Hospital - Heart FailureOrthopedics: - Spine Surgery: Blue Distinction Center+ - Knee and Hip Surgery: Blue Distinction Center+Pulmonary:- US News High Performing Hospital - COPD- US News High Performing Hospital - PneumoniaWomen's:- Safe Sleep Certified - Gold - Breast Center: perfect FDA score 28 years - ACR Designated Comprehensive Breast Imaging Center- Best Hospital Women's Choice Awards - Mammography- TIPQC Promotion of Safe Vaginal Delivery Quality Improvement TeamWound Care:- 2024 Restorix Clinical Distinction- 2024 Restorix Patient SatisfactionThe hospital is a member of Covenant Health's stroke hospital network, which links Covenant Health's member hospitals to provide our region with access to rapid diagnosis and treatment of stroke. Methodist's Wound Treatment Center team of physician specialists and nurses helps patients with conditions such as diabetic wounds, venous stasis ulcers and radiation wounds. Hyperbaric oxygen therapy (HBOT) is one of several advanced treatment options available at the center. HBOT stimulates the formation of new blood vessels, improves flow of oxygen to tissues and increases formation of fibrous tissues, helping patients recover from non-healing wounds. Methodist's Family Birthing Center is a 19-bed unit with four additional triage rooms. The center's birthing suites feature the comforts of home. In addition their welcoming appearance, the suites are high-tech delivery rooms with state-of-the-art monitoring and life support systems. The hospital celebrated 454 births in 2024.Methodist operates three Hospitality Houses which provide free temporary lodging to cancer patients and their families who must travel to Oak Ridge for extended treatment. The houses also are available to other patients needing long-term treatment as space allows. In 2024, 112 guests were served, and 4,026 nights of stay were donated for an approximate value of $624,030.To help those less fortunate, the hospital also partners with the Free Medical Clinic to provide 2,000 free tests and procedures each year to community members in need. Methodist's collaborative Community Health Needs Assessment with Ridgeview Behavioral Health targets issues around mental health and substance abuse, including the MIST (Mothers and Infants Sober Together) program for pregnant women and young mothers struggling with addiction.IMPROVING THE COMMUNITY'S QUALITY OF LIFE THROUGH BETTER HEALTHMethodist has comprehensive health education programs for patients, their families, and the community at large. While many of the medical center's classes and activities are tailored for young families, it also offer health management classes and support groups for adults of all ages; smoking cessation and exercise classes for people who want to make important lifestyle changes; workshops for young people, and special events for the entire community. One such program is the medical center's "MED Talk" series, a partnership between Methodist Medical Center and Oak Ridge Senior Center. In 2024, the series offered programming covering a range of topics including cognitive health, atrial fibrillation, urology basics and general benefits of physical activities for continued quality of life and longevity.For initiatives geared toward younger audiences, Methodist collaborated with the Children's Museum of Oak Ridge's "Wonderful Wednesday" program to provide information to campers and field trip students about dialing 911, knowing the signs of a stroke, simple first aid and the art of putting on scrubs. Additionally, Methodist nursing educators partnered with area school systems to provide hands-on education related to the dangers of vaping to nearly 2,000 middle and high school students. By working together with local high schools and colleges, Methodist is providing expanded opportunities for students interested in learning more about the exciting field of medicine. The Health Sciences Academy with Oak Ridge High School is a multi-path program that prepares students to move seamlessly into postsecondary education or the healthcare work force. To encourage and nurture those interested in healthcare, Methodist's Volunteer organization awarded a $15,000 donation to Roane State Community College. This latest donation follows a rich tradition of support started by Methodist's Volunteer Organization more than 20 years ago, when it launched a six-year scholarship program for graduating high school seniors in the hospital's five-county service area: Anderson, Roane, Morgan, Campbell and Scott counties. The scholarships were for $1,000 each and were renewable for an additional year if the students remain in good academic standing and continued to pursue a career in healthcare. A similar donation was made in 2019 and 2023. The volunteers have continued the tradition in 2024.

    Expenses $186,784,860 · Grants $32,422 · Revenue $182,713,236

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mitchell Dickson MD

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Stephanie Flood

    Director

    Total calculated
    $964
    From this org
    $0
    From related orgs
    $964
    Other
    $0
    Hours/week
    0 + 1 related

  • James Gibson

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Edgar Gray

    Director

    Total calculated
    $844
    From this org
    $0
    From related orgs
    $844
    Other
    $0
    Hours/week
    0 + 1 related

  • Leslye Hartsell

    Director

    Total calculated
    $1,124
    From this org
    $0
    From related orgs
    $1,124
    Other
    $0
    Hours/week
    0 + 1 related

  • Donald Hickman

    Director

    Total calculated
    $675
    From this org
    $0
    From related orgs
    $675
    Other
    $0
    Hours/week
    0 + 1 related

  • Timothy Matthews

    Director

    Total calculated
    $657
    From this org
    $0
    From related orgs
    $657
    Other
    $0
    Hours/week
    0 + 1 related

  • Janice McKinley

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Cletus McMahon MD

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Dave Miller

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Bill Myers

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Alvin Nance

    Director

    Total calculated
    $648
    From this org
    $0
    From related orgs
    $648
    Other
    $0
    Hours/week
    0 + 1 related

  • Linda Ogle

    Director

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • King Purnell

    Director/Chair

    Total calculated
    $935
    From this org
    $0
    From related orgs
    $935
    Other
    $0
    Hours/week
    0 + 1 related

  • Jorge Sanabria

    Director

    Total calculated
    $807
    From this org
    $0
    From related orgs
    $807
    Other
    $0
    Hours/week
    0 + 1 related

  • William Seale

    Director

    Total calculated
    $1,060
    From this org
    $0
    From related orgs
    $1,060
    Other
    $0
    Hours/week
    0 + 1 related

  • Cosby Stone

    Director

    Total calculated
    $1,113
    From this org
    $0
    From related orgs
    $1,113
    Other
    $0
    Hours/week
    0 + 1 related

  • Joe Sutter

    Director

    Total calculated
    $881
    From this org
    $0
    From related orgs
    $881
    Other
    $0
    Hours/week
    0 + 1 related

  • James Tramontana MD

    Director

    Total calculated
    $1,086
    From this org
    $0
    From related orgs
    $1,086
    Other
    $0
    Hours/week
    0 + 1 related

  • James D VanderSteeg

    President & CEO

    Total calculated
    $3,242,830
    From this org
    $0
    From related orgs
    $2,880,556
    Other
    $362,274
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,578,849 related
    Bonus
    $0 + $1,078,259 related
    Other
    $0 + $223,448 related
    Deferred
    $0 + $335,103 related
    Nontaxable benefits
    $0 + $27,171 related
    Filer's total
    $0 + $3,242,830 related

  • Joseph C Dolan

    EVP/CFO

    Total calculated
    $967,301
    From this org
    $0
    From related orgs
    $861,693
    Other
    $105,608
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $697,828 related
    Bonus
    $0 + $138,667 related
    Other
    $0 + $25,198 related
    Deferred
    $0 + $72,802 related
    Nontaxable benefits
    $0 + $32,806 related
    Filer's total
    $0 + $967,301 related

  • Jeremy H Biggs

    President & CAO

    Total calculated
    $575,342
    From this org
    $0
    From related orgs
    $530,098
    Other
    $45,244
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $381,306 related
    Bonus
    $0 + $85,000 related
    Other
    $0 + $63,792 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $32,044 related
    Filer's total
    $0 + $575,342 related

  • Catherine M Bunch

    VP - Financial Services

    Total calculated
    $280,696
    From this org
    $238,684
    From related orgs
    $0
    Other
    $42,012
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $184,966
    Bonus
    $28,000
    Other
    $25,718
    Deferred
    $9,749
    Nontaxable benefits
    $32,263
    Filer's total
    $280,696

  • Jacquelyn A Alt

    Fmr VP - CNO (through Mar 2024)

    Total calculated
    $302,879
    From this org
    $55,370
    From related orgs
    $214,134
    Other
    $33,375
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $29,820 + $163,910 related
    Bonus
    $0 + $32,500 related
    Other
    $25,550 + $17,724 related
    Deferred
    $5,193 + $5,192 related
    Nontaxable benefits
    $3,728 + $19,262 related
    Filer's total
    $64,291 + $238,588 related

  • Jason D Shepherd

    VP - Support Services

    Total calculated
    $207,855
    From this org
    $171,112
    From related orgs
    $0
    Other
    $36,743
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $130,136
    Bonus
    $18,000
    Other
    $22,976
    Deferred
    $6,123
    Nontaxable benefits
    $30,620
    Filer's total
    $207,855

  • Margaretha S Clayton

    VP - Chief Nursing Officer

    Total calculated
    $199,600
    From this org
    $169,363
    From related orgs
    $0
    Other
    $30,237
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $160,640
    Bonus
    $0
    Other
    $8,723
    Deferred
    $0
    Nontaxable benefits
    $30,237
    Filer's total
    $199,600

  • Shane D West

    Sr. Medical Physicist

    Total calculated
    $274,036
    From this org
    $237,483
    From related orgs
    $0
    Other
    $36,553
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $231,833
    Bonus
    $0
    Other
    $5,650
    Deferred
    $14,199
    Nontaxable benefits
    $22,354
    Filer's total
    $274,036

  • Jo Ann Stanfill

    Registered Nurse

    Total calculated
    $219,164
    From this org
    $183,077
    From related orgs
    $0
    Other
    $36,087
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $183,030
    Bonus
    $0
    Other
    $47
    Deferred
    $11,409
    Nontaxable benefits
    $24,678
    Filer's total
    $219,164

  • Charlotte A Human

    Administrative Supervisor

    Total calculated
    $181,972
    From this org
    $163,998
    From related orgs
    $0
    Other
    $17,974
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $163,835
    Bonus
    $0
    Other
    $163
    Deferred
    $7,273
    Nontaxable benefits
    $10,701
    Filer's total
    $181,972

  • Jacqueline S Casey

    Shift Manager

    Total calculated
    $185,000
    From this org
    $143,315
    From related orgs
    $0
    Other
    $41,685
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $143,282
    Bonus
    $0
    Other
    $33
    Deferred
    $8,199
    Nontaxable benefits
    $33,486
    Filer's total
    $185,000

  • Nathanel J Smith

    Registered Nurse

    Total calculated
    $171,761
    From this org
    $141,438
    From related orgs
    $0
    Other
    $30,323
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $141,346
    Bonus
    $0
    Other
    $92
    Deferred
    $4,478
    Nontaxable benefits
    $25,845
    Filer's total
    $171,761

  • Rick A Carringer

    Fmr VP - Financial Services

    Total calculated
    $341,887
    From this org
    $0
    From related orgs
    $319,152
    Other
    $22,735
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $243,403 related
    Bonus
    $0 + $39,000 related
    Other
    $0 + $36,749 related
    Deferred
    $0 + $11,191 related
    Nontaxable benefits
    $0 + $11,544 related
    Filer's total
    $0 + $341,887 related

  • Connie B Martin

    Fmr VP - Support Services

    Total calculated
    $372,585
    From this org
    $0
    From related orgs
    $335,406
    Other
    $37,179
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $210,655 related
    Bonus
    $0 + $57,500 related
    Other
    $0 + $67,251 related
    Deferred
    $0 + $11,925 related
    Nontaxable benefits
    $0 + $25,254 related
    Filer's total
    $0 + $372,585 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

  • 1a · Tax indemnification and gross-up payments
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

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
  • 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
Tax gross-up payments related to deferred compensation and reimbursement of fees for personal services for legal and financial planning are provided to certain executives and managers. Amounts are included in taxable compensation.
Part I, Line 3
Covenant Health, the parent company of Methodist Medical Center, used the following methods in establishing the compensation of President/CEO, James D. VanderSteeg: compensation committee, independent compensation consultant, written employment contract, compensation survey or study, and approval by the board or compensation committee. Additional detail is provided in response to Form 990, Part VI, Section B, Lines 15a and 15b within Schedule O.
Part I, Line 4b
Covenant Health maintains a nonqualified deferred compensation ("NQDC") plan intended to support retention of President and CEO, James D. VanderSteeg, and EVP and CFO, Joseph C. Dolan. Employer contributions of $321,903 for James D. VanderSteeg and $72,802 for Joseph C. Dolan are reported as deferred compensation on Schedule J, Part II, Column C. Contributions along with 2024 earnings of $114,551 for James D. VanderSteeg and $4,468 for Joseph C. Dolan are subject to a substantial risk of forfeiture. Amounts are combined with other compensation and considered for reasonableness. Compensation procedures are discussed in detail in Schedule O (Form 990, Part VI, Section B, Line 15a). Please note that the amounts included in Part II, Column C as contributions to the NQDC plan for James D. VanderSteeg and other executive leaders are deferred but NOT received during the filing year. We report compensation in both the year earned and the year paid, as required by IRS guidelines; however, wages appear overstated due to dual reporting of compensation earned in one year and distributed in a subsequent year.

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
12 November 2025
IRS schema version
2024v5.2
Source object
202503169349301705

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