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Nonprofiteer
← ADVENTIST HEALTH TULARE

Form 990 for tax year 2023

Filed by ADVENTIST HEALTH TULARE.

Totals

Total revenue
$67,197,892
Total expenses
$92,350,431
Contributions and grants received
$5,958,611
Grants paid
$2,500
Program service revenue
$61,121,870
Investment income
$117,411
Other revenue
$0
Total assets, end of year
$42,777,136
Total liabilities, end of year
$163,807,444
Net assets or fund balances, end of year
-$121,030,308
Program services expenses (Part IX)
$78,149,371
Management and general expenses
$14,173,418
Fundraising expenses
$27,642
Program service expenses (Part III)
$78,149,371

Program services were 84.6% 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)

    $3,984,593

  • 1f · All other contributions, gifts and grants

    $1,974,018

  • 2a · Program service revenue: Dietary/Cafeteria Revenue

    total $350,328 · related or exempt $350,328

  • 2b · Program service revenue: Incentive & Quality Rev

    total $153 · related or exempt $153

  • 2c · Program service revenue: Other Program Services

    total $767,177 · related or exempt $767,177

  • 2d · Program service revenue: Patient Care Services

    total $59,163,519 · related or exempt $59,163,519

  • 2e · Program service revenue: Revenue from Related Orgs

    total $840,693 · related or exempt $840,693

  • 3 · Investment income

    total $98,020 · excluded $98,020

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    other assets $19,391

  • 7c · Gain or loss

    other assets $19,391

  • 7d · Net gain or loss

    total $19,391 · related or exempt $19,391

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,500 · program services $2,500

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $30,145,466 · program services $26,819,285 · management and general $3,319,173 · fundraising $7,008

  • 8 · Pension plan contributions

    total $1,040,416 · program services $927,626 · management and general $109,909 · fundraising $2,881

  • 9 · Other employee benefits

    total $4,208,381 · program services $3,940,912 · management and general $267,469

  • 10 · Payroll taxes

    total $2,081,470 · program services $1,868,690 · management and general $205,891 · fundraising $6,889

  • 11a · Fees: management

    total $6,395,547 · management and general $6,395,547

  • 11b · Fees: legal

    total $14,136 · management and general $14,136

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $16,166,558 · program services $14,859,688 · management and general $1,306,450 · fundraising $420

  • 12 · Advertising and promotion

    total $798 · management and general $798

  • 13 · Office expenses

    total $2,215,203 · program services $489,471 · management and general $1,725,732

  • 14 · Information technology

    total $1,103,258 · program services $1,100,957 · management and general $2,301

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $5,241,066 · program services $5,230,678 · management and general $894 · fundraising $9,494

  • 17 · Travel

    total $181,891 · program services $169,710 · management and general $12,181

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $10,218 · program services $9,603 · management and general $615

  • 20 · Interest

    total $6,201,942 · program services $6,201,942

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $4,169,277 · program services $4,100,443 · management and general $68,834

  • 23 · Insurance

    total $546,832 · program services $546,832

  • 24a · Other expenses: Patient Care Supplies

    total $9,713,550 · program services $9,051,453 · management and general $661,147 · fundraising $950

  • 24b · Other expenses: Quality Assurance

    total $2,143,222 · program services $2,143,222

  • 24c · Other expenses: Equipment Rentals

    total $560,302 · program services $560,302

  • 24d · Other expenses: Other Expenses

    total $208,398 · program services $126,057 · management and general $82,341

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $16,212,713 · end of year $9,891,708

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $1,912,259 · end of year $1,865,819

  • 9 · Prepaid expenses and deferred charges

    beginning of year $193,341 · end of year $171,758

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

    $25,302,883

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

    $9,860,212

  • 10c · Land, buildings and equipment, net

    beginning of year $11,963,197 · end of year $15,442,671

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    beginning of year $303,000 · end of year $303,000

  • 15 · Other assets

    beginning of year $9,927,706 · end of year $15,102,180

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,374,427 · end of year $7,321,595

  • 19 · Deferred revenue

    beginning of year $725,112 · end of year $122,417

  • 25 · Other liabilities

    beginning of year $126,153,685 · end of year $156,363,432

  • 27 · Net assets without donor restrictions

    beginning of year -$95,964,735 · end of year -$121,423,989

  • 28 · Net assets with donor restrictions

    beginning of year $223,727 · end of year $393,681

Mission and programs · 2023

Mission

Living Gods love by inspiring health, wholeness and hope.

  • Adventist Health Tulare (AHTR) provides quality medical healthcare regardless of race, creed, sex, national origin, handicap, age, or ability to pay.Although, reimbursement for services rendered is critical to the operation and stability of Adventist Health Tulare, the organization recognizes that not all individuals possess the ability to pay for essential medical services.Adventist Healths vision is to enhance the health of the communities where we live and serve by engaging our communities and our patients in a new definition of and partnership for personal community health. In keeping with this commitment to serve all members of the community, the following coverage will be considered when individuals who need health care cannot afford to pay: Free care and/or subsidized care Care to persons covered by governmental programs at/or below cost Health/wellness activities and community education programsNot only does Adventist Health Tulare provide low-cost care to individuals covered by government programs, and those unable to afford healthcare, it also helps patients find and access private and governmental resources for healthcare benefits.AHTR recognizes below-cost reimbursement as charity and uncompensated care in meeting its mission to the entire community. The unreimbursed cost of providing care to these patients in 2023 was $ 10,915,084.The following Inpatient services were provided to all our patients:182 babies delivered403 surgeries performed7,353 patient days The following Outpatient services were provided to all our patients:32,506 emergency department visits1,894 outpatient surgeries performed15,997 outpatient visits 512 clinic visitsAHTR recognizes it has an obligation to provide human services above and beyond its role as a healing facility. Schedule H provides more details on the tangible ways in which the organization is fulfilling its mission. The total unreimbursed cost of these community benefits in 2023 was $4,165,648.Adventist Healths mission statement of living Gods love by inspiring health, wholeness and hope is coupled with a vision to transform the health experience of our communities through collaborative programs, community investments and community outreach. We are inspired by the healing ministry, as represented by the life of Jesus Christ, and believe we are called to live out our mission intentionally in the communities we serve. In the small towns, suburbs, and inner cities we serve, we continue our journey to provide quality healthcare until every person made in Gods image has experienced the best health today, hope for tomorrow, and Gods love that endures forever.An example of Adventist Health Tulare's commitment in providing greater access to healthcare in our rural communities. In April 2023, the Accreditation Council for Graduate Medical Education approved Adventist Health Tulares application to launch an Internal Medicine residency program that will help train up to 12 residents. This is in addition to the current Family Medicine Residency Programs in Hanford, Tulare, and Sonora.Having to wait a long time to see a doctor is frustrating at best and life-threatening at worst and, unfortunately, the U.S. is facing a growing physician shortage. The Association of American Medical Colleges projects there will be a shortage of 48,000 primary care physicians by 2034. Adventist Health has been training physicians through its top notch primary care residency programs for years and now the three-state health system is expanding further.We are pleased to receive this approval and know that it is just one step in the process of bringing more primary care to our rural communities. says Raul Ayala, MD, MHCH, Adventist Healths Ambulatory Medical Officer, who helps lead the residency programs for the system. In a 2022 report, the Council noted their focus of developing a health professional education system that increases rural health workforce capacity. Websites for our community benefit information: https://www.adventisthealth.org/about-us/community-benefit/

    Expenses $78,149,371 · Grants $2,500 · Revenue $67,197,892

As filed on the 2023 return.

Listed in Part VII

  • Heinrich Kerry

    Director/CEO

    Total calculated
    $3,358,171
    From this org
    $0
    From related orgs
    $3,302,428
    Other
    $55,743
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $2,017,000 related
    Bonus
    not reported + $1,208,880 related
    Other
    not reported + $76,548 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $44,099 related
    Filer's total
    not reported + $3,358,171 related
  • Hofheins Todd

    COO/Vice Chair

    Total calculated
    $2,347,081
    From this org
    $0
    From related orgs
    $2,272,592
    Other
    $74,489
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,389,462 related
    Bonus
    not reported + $735,265 related
    Other
    not reported + $147,865 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $62,845 related
    Filer's total
    not reported + $2,347,081 related
  • Beaman John

    CFO/ Asst Sec

    Total calculated
    $1,752,256
    From this org
    $0
    From related orgs
    $1,680,553
    Other
    $71,703
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,091,769 related
    Bonus
    not reported + $569,149 related
    Other
    not reported + $19,635 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $60,059 related
    Filer's total
    not reported + $1,752,256 related
  • StevensEric

    Frmr Care Div Ops Exec thru 02/22

    Total calculated
    $1,584,193
    From this org
    $0
    From related orgs
    $1,526,293
    Other
    $57,900
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,045,616 related
    Bonus
    not reported + $319,995 related
    Other
    not reported + $160,682 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $46,256 related
    Filer's total
    not reported + $1,584,193 related
  • Nahapetian Arby

    Frmr Care Div Med Off thru 02/22

    Total calculated
    $1,550,255
    From this org
    $0
    From related orgs
    $1,482,294
    Other
    $67,961
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    not reported + $967,385 related
    Bonus
    not reported + $329,621 related
    Other
    not reported + $185,288 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $56,317 related
    Filer's total
    not reported + $1,550,255 related
  • Jahn Andrew

    Frmr Care Div Pres thru 02/22

    Total calculated
    $1,516,531
    From this org
    $0
    From related orgs
    $1,465,906
    Other
    $50,625
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $1,044,420 related
    Bonus
    not reported + $406,990 related
    Other
    not reported + $14,496 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $50,625 related
    Filer's total
    not reported + $1,516,531 related
  • Wells Jason

    Central CA Netw Pres eff 01/23/23

    Total calculated
    $1,494,463
    From this org
    $0
    From related orgs
    $1,470,582
    Other
    $23,881
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $892,808 related
    Bonus
    not reported + $337,640 related
    Other
    not reported + $240,134 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $23,881 related
    Filer's total
    not reported + $1,494,463 related
  • Wing Billy

    Former Dir/A Sec/V Chair thru 01/22

    Total calculated
    $1,465,237
    From this org
    $0
    From related orgs
    $1,438,460
    Other
    $26,777
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $1,438,460 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $26,777 related
    Filer's total
    not reported + $1,465,237 related
  • Kofl Andrea

    Ctrl Vally Pres

    Total calculated
    $1,242,764
    From this org
    $0
    From related orgs
    $1,173,342
    Other
    $69,422
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $746,000 related
    Bonus
    not reported + $254,602 related
    Other
    not reported + $172,740 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $57,778 related
    Filer's total
    not reported + $1,242,764 related
  • Jobe Meredith

    Secretary

    Total calculated
    $1,020,211
    From this org
    $0
    From related orgs
    $959,488
    Other
    $60,723
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $660,525 related
    Bonus
    not reported + $168,715 related
    Other
    not reported + $130,248 related
    Deferred
    not reported + $14,609 related
    Nontaxable benefits
    not reported + $46,114 related
    Filer's total
    not reported + $1,020,211 related
  • Kaur Gurvinder

    Medical Officer, CVN

    Total calculated
    $784,162
    From this org
    $0
    From related orgs
    $715,637
    Other
    $68,525
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $536,229 related
    Bonus
    not reported + $130,845 related
    Other
    not reported + $48,563 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $56,881 related
    Filer's total
    not reported + $784,162 related
  • Ayala Raul

    Ambulatory Medical Officer, CVN Cli

    Total calculated
    $731,002
    From this org
    $0
    From related orgs
    $682,235
    Other
    $48,767
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $542,452 related
    Bonus
    not reported + $131,817 related
    Other
    not reported + $7,966 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $37,123 related
    Filer's total
    not reported + $731,002 related
  • Haydock Timothy

    Treas/Asst Sec

    Total calculated
    $668,264
    From this org
    $0
    From related orgs
    $628,764
    Other
    $39,500
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $459,037 related
    Bonus
    not reported + $112,145 related
    Other
    not reported + $57,582 related
    Deferred
    not reported + $11,644 related
    Nontaxable benefits
    not reported + $27,856 related
    Filer's total
    not reported + $668,264 related
  • Reyna Sonja

    Operations Executive, CVN

    Total calculated
    $655,632
    From this org
    $0
    From related orgs
    $587,275
    Other
    $68,357
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $404,892 related
    Bonus
    not reported + $144,793 related
    Other
    not reported + $37,590 related
    Deferred
    not reported + $12,352 related
    Nontaxable benefits
    not reported + $56,005 related
    Filer's total
    not reported + $655,632 related
  • SpenstBrett

    Frmr Care Div Fin Off thru 02/22

    Total calculated
    $565,336
    From this org
    $0
    From related orgs
    $520,625
    Other
    $44,711
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $259,692 related
    Bonus
    not reported + $250,809 related
    Other
    not reported + $10,124 related
    Deferred
    not reported + $12,160 related
    Nontaxable benefits
    not reported + $32,551 related
    Filer's total
    not reported + $565,336 related
  • Taggart Laurie

    Patient Care Executive, CVN

    Total calculated
    $565,043
    From this org
    $0
    From related orgs
    $509,618
    Other
    $55,425
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $373,096 related
    Bonus
    not reported + $90,513 related
    Other
    not reported + $46,009 related
    Deferred
    not reported + $11,654 related
    Nontaxable benefits
    not reported + $43,771 related
    Filer's total
    not reported + $565,043 related
  • Day Lauren

    Philanthropy Executive, CVN

    Total calculated
    $402,530
    From this org
    $0
    From related orgs
    $338,461
    Other
    $64,069
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $255,764 related
    Bonus
    not reported + $62,028 related
    Other
    not reported + $20,669 related
    Deferred
    not reported + $13,419 related
    Nontaxable benefits
    not reported + $50,650 related
    Filer's total
    not reported + $402,530 related
  • Ammon Edward

    Former Foundation Executive 06/23

    Total calculated
    $367,231
    From this org
    $0
    From related orgs
    $303,802
    Other
    $63,429
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $65,154 related
    Bonus
    not reported + $54,942 related
    Other
    not reported + $183,706 related
    Deferred
    not reported + $11,127 related
    Nontaxable benefits
    not reported + $52,302 related
    Filer's total
    not reported + $367,231 related
  • Garcia Rosa

    RN, Nurse Lead

    Total calculated
    $339,657
    From this org
    $250,227
    From related orgs
    $0
    Other
    $89,430
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $243,271
    Bonus
    $6,956
    Other
    not reported
    Deferred
    $7,818
    Nontaxable benefits
    $81,612
    Filer's total
    $339,657
  • Pereira Sheri

    Associate Patient Care Executive

    Total calculated
    $327,137
    From this org
    $0
    From related orgs
    $292,706
    Other
    $34,431
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $220,985 related
    Bonus
    not reported + $36,506 related
    Other
    not reported + $35,215 related
    Deferred
    not reported + $9,398 related
    Nontaxable benefits
    not reported + $25,033 related
    Filer's total
    not reported + $327,137 related
  • Martin Cassi

    Director RN

    Total calculated
    $312,303
    From this org
    $240,720
    From related orgs
    $0
    Other
    $71,583
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,303
    Bonus
    $15,272
    Other
    $21,145
    Deferred
    $7,516
    Nontaxable benefits
    $64,067
    Filer's total
    $312,303
  • Jones Larry

    Admin Director, Ancillary Services

    Total calculated
    $309,672
    From this org
    $0
    From related orgs
    $254,743
    Other
    $54,929
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    not reported + $200,090 related
    Bonus
    not reported + $33,231 related
    Other
    not reported + $21,422 related
    Deferred
    not reported + $8,148 related
    Nontaxable benefits
    not reported + $46,781 related
    Filer's total
    not reported + $309,672 related
  • Alkire Sheryl

    Director RN

    Total calculated
    $256,471
    From this org
    $210,209
    From related orgs
    $0
    Other
    $46,262
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,645
    Bonus
    $13,633
    Other
    $32,931
    Deferred
    $7,363
    Nontaxable benefits
    $38,899
    Filer's total
    $256,471
  • Ng Mankwong

    Pharmacist

    Total calculated
    $248,761
    From this org
    $199,530
    From related orgs
    $0
    Other
    $49,231
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,956
    Bonus
    $1,574
    Other
    not reported
    Deferred
    $6,620
    Nontaxable benefits
    $42,611
    Filer's total
    $248,761
  • Aflague Stefanie

    Charge Pharmacist

    Total calculated
    $218,225
    From this org
    $194,177
    From related orgs
    $0
    Other
    $24,048
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,603
    Bonus
    $1,574
    Other
    not reported
    Deferred
    $6,071
    Nontaxable benefits
    $17,977
    Filer's total
    $218,225
  • McGowan John

    Assoc Patient Care Exec thru 06/23

    Total calculated
    $156,817
    From this org
    $0
    From related orgs
    $121,061
    Other
    $35,756
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    not reported + $66,711 related
    Bonus
    not reported + $37,481 related
    Other
    not reported + $16,869 related
    Deferred
    not reported + $346 related
    Nontaxable benefits
    not reported + $35,410 related
    Filer's total
    not reported + $156,817 related
  • Freedman John

    Dir/Chair

    Total calculated
    $26,770
    From this org
    $0
    From related orgs
    $26,770
    Other
    $0
    Hours/week
    0 + 4 related
  • Cherry Robert

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Davis Andrew

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Innocent Larry

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Newton Bradford

    Dir/Vice Chair

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Reiner Richard

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Salazar Velino

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related
  • Banks David

    Director

    Total calculated
    $26,181
    From this org
    $0
    From related orgs
    $26,181
    Other
    $0
    Hours/week
    0 + 4 related
  • Woodson Marc

    Director

    Total calculated
    $21,611
    From this org
    $0
    From related orgs
    $21,611
    Other
    $0
    Hours/week
    0 + 4 related
  • WagnerJack

    Director

    Total calculated
    $16,180
    From this org
    $0
    From related orgs
    $16,180
    Other
    $0
    Hours/week
    0 + 4 related
  • Fehr Joy

    Director

    Total calculated
    $430
    From this org
    $0
    From related orgs
    $430
    Other
    $0
    Hours/week
    0 + 4 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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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

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
1 November 2024
IRS schema version
2023v5.1
Source object
202423069349301437

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