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Nonprofiteer
← WHITLEY MEMORIAL HOSPITAL INC

Form 990 for tax year 2022

Filed by WHITLEY MEMORIAL HOSPITAL INC.

Totals

Total revenue
$94,803,911
Total expenses
$86,260,060
Contributions and grants received
$289,048
Grants paid
$44,328
Program service revenue
$90,226,373
Investment income
$4,114,656
Other revenue
$173,834
Total assets, end of year
$133,949,774
Total liabilities, end of year
$11,111,070
Net assets or fund balances, end of year
$122,838,704
Program services expenses (Part IX)
$69,059,356
Management and general expenses
$17,188,985
Fundraising expenses
$11,719
Program service expenses (Part III)
$69,059,356

Program services were 80.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL PACKNETT

    DIRECTOR/PH PRESIDENT & CEO

    Total calculated
    $2,941,140
    From this org
    $0
    From related orgs
    $2,602,841
    Other
    $338,299
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,330,197 related
    Bonus
    $0 + $664,677 related
    Other
    $0 + $607,967 related
    Deferred
    $0 + $302,282 related
    Nontaxable benefits
    $0 + $36,017 related
    Filer's total
    $0 + $2,941,140 related

  • LISA HATCHER

    DIRECTOR/PH PHYSICIAN

    Total calculated
    $572,725
    From this org
    $17,945
    From related orgs
    $504,528
    Other
    $50,252
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $17,945 + $398,886 related
    Bonus
    $0 + $93,760 related
    Other
    $0 + $11,882 related
    Deferred
    $1,152 + $32,398 related
    Nontaxable benefits
    $574 + $16,128 related
    Filer's total
    $19,671 + $553,054 related

  • SCOTT GABRIEL

    DIRECTOR/WMHOS PRESIDENT

    Total calculated
    $501,328
    From this org
    $396,112
    From related orgs
    $0
    Other
    $105,216
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,796
    Bonus
    $87,776
    Other
    $77,540
    Deferred
    $66,902
    Nontaxable benefits
    $38,314
    Filer's total
    $501,328

  • BRIDGET DOLOHANTY-JOHNSON

    DIRECTOR

    Total calculated
    $2,750
    From this org
    $2,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • DAVID LIEB

    DIRECTOR

    Total calculated
    $12,000
    From this org
    $12,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JAMES STAPEL

    DIRECTOR-PARTIAL YR/CHAIR

    Total calculated
    $1,473
    From this org
    $0
    From related orgs
    $1,473
    Other
    $0
    Hours/week
    1

  • JIM HEUER

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • SHAWN ELLIS

    DIRECTOR/VICE CHAIR

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • JOSEPH KESSIE

    DIRECTOR

    Total calculated
    $3,750
    From this org
    $3,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • GEORGE SCHRUMPF

    DIRECTOR

    Total calculated
    $4,250
    From this org
    $4,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • DAVID SMITH

    DIRECTOR/SECRETARY/TREASURER

    Total calculated
    $4,250
    From this org
    $4,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • BRAD VOELZ

    DIRECTOR/CHAIR

    Total calculated
    $5,500
    From this org
    $5,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • LAURA MCDERMOTT

    DIRECTOR

    Total calculated
    $3,750
    From this org
    $3,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • JANE WEAR

    DIRECTOR

    Total calculated
    $3,500
    From this org
    $3,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • JEANNE' WICKENS

    PH CHIEF FINANCIAL OFFICER

    Total calculated
    $1,622,167
    From this org
    $0
    From related orgs
    $1,264,400
    Other
    $357,767
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $804,432 related
    Bonus
    $0 + $363,922 related
    Other
    $0 + $96,046 related
    Deferred
    $0 + $325,215 related
    Nontaxable benefits
    $0 + $32,552 related
    Filer's total
    $0 + $1,622,167 related

  • JEFFREY ROCKETT

    WMHOS VP OUTPATIENT CARE SVCS

    Total calculated
    $280,022
    From this org
    $231,216
    From related orgs
    $0
    Other
    $48,806
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,281
    Bonus
    $53,398
    Other
    $2,537
    Deferred
    $21,037
    Nontaxable benefits
    $27,769
    Filer's total
    $280,022

  • ASHLEY WIRGES

    WMHOS VP PATIENT CARE SVCS

    Total calculated
    $237,403
    From this org
    $193,742
    From related orgs
    $0
    Other
    $43,661
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,994
    Bonus
    $45,307
    Other
    $441
    Deferred
    $9,897
    Nontaxable benefits
    $33,764
    Filer's total
    $237,403

  • AMANDA KNOWLES

    WMHOS MGR PHARMACY

    Total calculated
    $259,335
    From this org
    $209,391
    From related orgs
    $0
    Other
    $49,944
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,941
    Bonus
    $28,150
    Other
    $300
    Deferred
    $23,568
    Nontaxable benefits
    $26,376
    Filer's total
    $259,335

  • BENJAMIN MAGGARD

    WMHOS PHARMACIST

    Total calculated
    $200,665
    From this org
    $148,743
    From related orgs
    $5,409
    Other
    $46,513
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $147,837 + $5,403 related
    Bonus
    $750
    Other
    $156 + $6 related
    Deferred
    $13,776 + $501 related
    Nontaxable benefits
    $31,105 + $1,131 related
    Filer's total
    $193,624 + $7,041 related

  • PETER TALATI

    WMHOS MGR REHAB

    Total calculated
    $187,155
    From this org
    $150,109
    From related orgs
    $0
    Other
    $37,046
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,362
    Bonus
    $20,165
    Other
    $582
    Deferred
    $13,698
    Nontaxable benefits
    $23,348
    Filer's total
    $187,155

  • BLAKE MAGGART

    WMHOS NURSE LEAD

    Total calculated
    $180,933
    From this org
    $147,396
    From related orgs
    $0
    Other
    $33,537
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,646
    Bonus
    $750
    Other
    $0
    Deferred
    $10,675
    Nontaxable benefits
    $22,862
    Filer's total
    $180,933

  • CHARLES JINKS

    WMHOS PHARMACIST

    Total calculated
    $173,527
    From this org
    $134,822
    From related orgs
    $6,228
    Other
    $32,477
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $133,337 + $6,194 related
    Bonus
    $750
    Other
    $735 + $34 related
    Deferred
    $16,513 + $763 related
    Nontaxable benefits
    $14,530 + $671 related
    Filer's total
    $165,865 + $7,662 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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
RELATED ORGANIZATION, PARKVIEW HEALTH SYSTEM, INC., USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF WHITLEY MEMORIAL HOSPITAL, INC.'S CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE OF RELATED ORGANIZATION PARKVIEW HEALTH SYSTEM, INC. INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE OF RELATED ORGANIZATION PARKVIEW HEALTH SYSTEM, INC.
PART I, LINE 4B
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PAYMENTS THE FOLLOWING INDIVIDUALS PARTICIPATE IN SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLANS. BENEFITS EARNED UNDER THE PLANS WILL FUND THE EMPLOYEES' EVENTUAL RETIREMENT BENEFIT. THESE BENEFITS ARE PROVIDED IN EXCHANGE FOR THE EMPLOYEES' YEARS OF SERVICE TO THE ORGANIZATION AND THE AMOUNT OF THE BENEFITS MAY VARY FROM YEAR TO YEAR. THE FOLLOWING INDIVIDUALS VESTED IN A PORTION OF THEIR DEFERRED COMPENSATION PLANS, WHICH IS TREATED AS TAXABLE INCOME TO THE INDIVIDUALS AT THE TIME OF VESTING. THESE AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III): SCOTT GABRIEL $75,701; MICHAEL PACKNETT $577,374; JEANNE' WICKENS $70,644 AMOUNTS LISTED ABOVE THAT HAVE BEEN REPORTED AS DEFERRED COMPENSATION ON PRIOR FORM 990 WILL ALSO BE REFLECTED IN SCHEDULE J, PART II, COLUMN (F). FOR EXAMPLE, THE AMOUNT OF $577,374 REPORTED AS REQUIRED FOR MR. PACKNETT WAS A RESULT OF THE VESTING OF SUCH AMOUNT UNDER THE TERMS OF THE RESPECTIVE PLANS. HOWEVER, THESE AMOUNTS WERE PREVIOUSLY REPORTED IN MR. PACKNETT'S DEFERRED COMPENSATION OVER MORE THAN 10 YEARS AS THE AMOUNTS WERE DEFERRED UNDER THE PLANS. AS SUCH, THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN (F) IS AN INDICATION OF AMOUNTS THAT HAVE BEEN REPORTED TWICE, ONCE AS A DEFERRAL AND ONCE AS VESTED. THE FOLLOWING INDIVIDUALS HAVE AN AMOUNT INCLUDED IN SCHEDULE J, PART II, COLUMN (C) FOR AN AMOUNT EARNED BUT NOT YET VESTED UNDER ONE OF PARKVIEW'S DEFERRED COMPENSATION PLANS. THE AMOUNTS ARE AT RISK AND WILL NOT BE PAID UNLESS AND UNTIL EACH EMPLOYEE HAS PROVIDED SUBSTANTIAL FUTURE SERVICES TO THE ORGANIZATION. BENEFITS UNDER THE PLANS VEST AT THE TIME SET FORTH IN THE PLAN DOCUMENTS AND ARE FORFEITED IF THE EMPLOYEES TERMINATE EMPLOYMENT BEFORE SATISFYING THOSE PLAN CONDITIONS. DEFERRALS REPORTED IN SCHEDULE J, PART II, COLUMN (C) INCLUDE: SCOTT GABRIEL $39,452; MICHAEL PACKNETT $268,732; JEANNE' WICKENS $303,865
PART I, LINE 7
MANAGEMENT INCENTIVE COMPENSATION PLAN (MICP) AND PHYSICIAN AND PROVIDER INCENTIVE COMPENSATION PLAN (PICP) ARE ANNUAL INCENTIVE PROGRAMS. SYSTEM GOALS ARE APPROVED BY THE BOARD. AT CONCLUSION OF THE PLAN YEAR, RESULTS ARE SHARED WITH THE BOARD AND THE EXECUTIVE COMMITTEE OF THE BOARD APPROVES FINAL PAYMENT.

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
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202303149349304235

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