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Nonprofiteer
← JACKSON HOSPITAL & CLINIC INC

Form 990 for tax year 2022

Filed by JACKSON HOSPITAL & CLINIC INC.

Totals

Total revenue
$332,930,397
Total expenses
$341,340,302
Contributions and grants received
$15,825
Grants paid
$69,027
Program service revenue
$324,749,499
Investment income
$2,238,807
Other revenue
$5,926,266
Total assets, end of year
$245,636,738
Total liabilities, end of year
$157,073,900
Net assets or fund balances, end of year
$88,562,838
Program services expenses (Part IX)
$293,551,132
Management and general expenses
$47,710,576
Fundraising expenses
$78,594
Program service expenses (Part III)
$293,551,132

Program services were 86.0% 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)

    $15,825

  • 2a · Program service revenue: NET PATIENT SERVICE

    total $319,895,287 · related or exempt $319,895,287

  • 2b · Program service revenue: SURGERY CENTER REVENUES

    total $3,062,239 · related or exempt $3,062,239

  • 2c · Program service revenue: IMAGING CENTER REVENUES

    total $1,089,969 · related or exempt $1,089,969

  • 2d · Program service revenue: HOME HEALTH SERVICES

    total $681,307 · related or exempt $681,307

  • 2e · Program service revenue: ANCILLIARY SERVICES

    total $20,697 · related or exempt $20,697

  • 3 · Investment income

    total $1,158,027 · excluded $1,158,027

  • 6a · Gross rents

    real property $968,951

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $968,951

  • 6d · Net rental income or loss

    total $968,951 · related or exempt $968,951

  • 7a · Gross sales of assets other than inventory

    securities $1,080,780

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

    securities $0

  • 7c · Gain or loss

    securities $1,080,780

  • 7d · Net gain or loss

    total $1,080,780 · excluded $1,080,780

  • 11a · Other revenue: OTHER

    total $3,641,730 · excluded $3,641,730

  • 11b · Other revenue: CAFETERIA

    total $1,229,020 · excluded $1,229,020

  • 11c · Other revenue: COMMISSION INCOME

    total $47,452 · excluded $47,452

  • 11d · All other revenue

    total $39,113 · excluded $39,113

  • 11e · Other revenue, total

    $4,957,315

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $69,027 · program services $69,027

  • 7 · Other salaries and wages

    total $142,429,881 · program services $125,433,466 · management and general $16,928,214 · fundraising $68,201

  • 8 · Pension plan contributions

    total $817,951 · program services $720,343 · management and general $97,216 · fundraising $392

  • 9 · Other employee benefits

    total $12,127,248 · program services $10,680,082 · management and general $1,441,359 · fundraising $5,807

  • 10 · Payroll taxes

    total $8,759,568 · program services $7,714,273 · management and general $1,041,101 · fundraising $4,194

  • 11b · Fees: legal

    total $368,276 · management and general $368,276

  • 11c · Fees: accounting

    total $382,815 · management and general $382,815

  • 11g · Fees: other

    total $57,152,245 · program services $50,936,276 · management and general $6,215,969

  • 12 · Advertising and promotion

    total $851,575 · management and general $851,575

  • 13 · Office expenses

    total $17,114,113 · program services $7,446,234 · management and general $9,667,879

  • 14 · Information technology

    total $3,449,522 · management and general $3,449,522

  • 16 · Occupancy

    total $5,298,497 · program services $5,298,497

  • 17 · Travel

    total $152,127 · program services $141,378 · management and general $10,749

  • 19 · Conferences, conventions and meetings

    total $129,719 · management and general $129,719

  • 20 · Interest

    total $4,300,207 · program services $4,300,207

  • 22 · Depreciation, depletion and amortization

    total $10,838,002 · program services $10,838,002

  • 23 · Insurance

    total $6,254,867 · program services $6,254,867

  • 24a · Other expenses: SUPPLIES

    total $55,706,019 · program services $49,910,732 · management and general $5,795,287

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $13,714,539 · program services $13,714,539

  • 24c · Other expenses: MISCELLANEOUS EXPENSE

    total $735,963 · program services $93,209 · management and general $642,754

  • 24d · Other expenses: RECRUITMENT

    total $688,141 · management and general $688,141

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $6,473,755 · end of year $10,225,457

  • 4 · Accounts receivable

    beginning of year $54,631,232 · end of year $74,291,999

  • 8 · Inventories for sale or use

    beginning of year $12,354,833 · end of year $11,862,640

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,029,210 · end of year $1,854,176

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

    $275,719,203

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

    $194,806,622

  • 10c · Land, buildings and equipment, net

    beginning of year $85,872,697 · end of year $80,912,581

  • 11 · Investments: publicly traded securities

    beginning of year $54,398,849 · end of year $38,687,227

  • 13 · Investments: program-related

    beginning of year $10,167,957 · end of year $11,744,172

  • 15 · Other assets

    beginning of year $11,472,493 · end of year $16,058,486

  • 17 · Accounts payable and accrued expenses

    beginning of year $49,097,585 · end of year $61,126,407

  • 19 · Deferred revenue

    beginning of year $1,552,188 · end of year $1,565,531

  • 20 · Tax-exempt bond liabilities

    beginning of year $69,612,139 · end of year $66,468,983

  • 23 · Secured mortgages and notes payable

    beginning of year $449,298 · end of year $11,799,298

  • 25 · Other liabilities

    beginning of year $9,387,951 · end of year $16,113,681

  • 27 · Net assets without donor restrictions

    beginning of year $107,301,865 · end of year $88,562,838

Mission and programs · 2022

Mission

JACKSON HOSPITAL IS A NOT-FOR-PROFIT ORGANIZATION COMMITTED TO IMPROVING THE HEALTH OF ALL MEMBERS OF OUR COMMUNITY BY PROVIDING SUPERIOR, PATIENT-CENTERED AND COST-EFFECTIVE CARE IN A SAFE, COMPASSIONATE ENVIRONMENT.

  • JACKSON HOSPITAL OPERATES A GENERAL ACUTE CARE HOSPITAL THAT PROVIDES CERTAIN TERTIARY SERVICES SUCH AS NEUROLOGY AND NEUROSURGERY, CARDIOLOGY (INCLUDING CARDIAC CATHERIZATION AND CARDIOVASCULAR SURGERY) AND ONCOLOGY. JACKSON HOSPITAL IS LICENSED FOR 344 BEDS THAT INCLUDE 30 INTENSIVE CARE BEDS AND 22 OBSTETRIC BEDS. PLEASE SEE SCHEDULE O FOR A CONTINUATION OF OUR PROGRAM SERVICE ACCOMPLISHMENTS.THE INPATIENT ANCILLARY AND SUPPORT SERVICES OFFERED BY JACKSON HOSPITAL ARE AS FOLLOWS; ACUTE DIALYSIS, BLOOD BANK. CARDIAC CATHETERIZATION LABORATORY, NUCLEAR MEDICINE, NURSERY (LEVEL II), PHARMACY, PHYSICAL THERAPY, POST ANESTHESIA CARE, RESPIRATORY CARE, ELECTROCARDIOLOGY, INTENSIVE CARE, LABOR AND DELIVERY, MRI, CARDIOVASCULAR SURGERY, CARDIOVASCULAR LABORATORY, CLINICAL AND ANATOMICAL LABORATORY, COMPUTERIZED TOMOGRAPHY, CORONARY CARE, DIAGNOSTIC RADIOLOGY, SURGICAL FACILITIES AND ULTRASOUND. THE OUTPATIENT ANCILLARY AND SUPPORT SERVICES OFFERED BY JACKSON HOSPITAL ARE AS FOLLOWS; BLOOD BANK, CARDIAC CATHETERIZATION LABORATORY, EMERGENCY DEPARTMENT, ENDOSCOPY, LITHOTRIPSY, DIABETES TREATMENT CENTER, PAIN MANAGEMENT, PHYSICAL THERAPY, RESPIRATORY CARE, SLEEP LAB, ELECTROCARDIOLOGY, MRI, CARDIOVASCULAR LABORATORY, CLINICAL LABORATORY, COMPUTERIZED TOMOGRAPHY, DIAGNOSTIC RADIOLOGY, AMBULATORY SURGERY, ULTRASOUND AND WOUND CARE CENTER. FOR THE 12 MONTHS ENDING DECEMBER 31, 2022, JACKSON HOSPITAL HAD 12,101 ADMISSIONS, 75,938 PATIENT DAYS, 969 DELIVERIES, 22,138 TOTAL SURGERIES AND 53,080 EMERGENCY DEPARTMENT VISITS.

    Expenses $293,551,132 · Grants $69,027 · Revenue $325,718,450

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Keith Karst

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Thrasher MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • George W Thompson III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lemuel Gorden MD

    SECRETARY (PHYSICIAN)

    Total calculated
    $408,210
    From this org
    $408,210
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $408,210
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $408,210

  • Edward Crowell

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Wilbur Hufman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • George Wakefield MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rene' A Llera MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jo Parr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patrick G Ryan MD

    BOARD MEMBER (PHYSICIAN)

    Total calculated
    $77,000
    From this org
    $77,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • W Ken Upchurch III

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Steven Barrington MD

    BOARD MEMBER (PHYSICIAN)

    Total calculated
    $264,500
    From this org
    $264,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,500
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $264,500

  • Joe B Riley

    PRESIDENT/CEO

    Total calculated
    $714,050
    From this org
    $675,540
    From related orgs
    $0
    Other
    $38,510
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $625,400
    Bonus
    $50,140
    Other
    $0
    Deferred
    $26,000
    Nontaxable benefits
    $12,510
    Filer's total
    $714,050

  • Michael James

    VICE PRESIDENT/COO

    Total calculated
    $402,973
    From this org
    $367,443
    From related orgs
    $0
    Other
    $35,530
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $310,000
    Bonus
    $57,443
    Other
    $0
    Deferred
    $25,920
    Nontaxable benefits
    $9,610
    Filer's total
    $402,973

  • Benjamin Wells

    VICE PRESIDENT /CFO

    Total calculated
    $391,177
    From this org
    $358,190
    From related orgs
    $0
    Other
    $32,987
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $307,000
    Bonus
    $51,190
    Other
    $0
    Deferred
    $19,500
    Nontaxable benefits
    $13,487
    Filer's total
    $391,177

  • Jan Hill

    VICE PRESIDENT /CNO

    Total calculated
    $268,496
    From this org
    $234,886
    From related orgs
    $0
    Other
    $33,610
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,000
    Bonus
    $34,886
    Other
    $0
    Deferred
    $24,000
    Nontaxable benefits
    $9,610
    Filer's total
    $268,496

  • Craig Momany

    AVP OF FINANCE

    Total calculated
    $211,239
    From this org
    $187,876
    From related orgs
    $0
    Other
    $23,363
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,876
    Bonus
    $0
    Other
    $0
    Deferred
    $9,876
    Nontaxable benefits
    $13,487
    Filer's total
    $211,239

  • David Ralston

    AVP OF REVENUE CYCLE

    Total calculated
    $237,293
    From this org
    $200,683
    From related orgs
    $0
    Other
    $36,610
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,683
    Bonus
    $0
    Other
    $0
    Deferred
    $27,000
    Nontaxable benefits
    $9,610
    Filer's total
    $237,293

  • Gina Anderson

    VICE PRESIDENT/CQ AND INTEGRATION

    Total calculated
    $268,466
    From this org
    $258,856
    From related orgs
    $0
    Other
    $9,610
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,000
    Bonus
    $38,856
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $9,610
    Filer's total
    $268,466

  • Mark Lauteren

    AVP/CIO

    Total calculated
    $242,936
    From this org
    $204,249
    From related orgs
    $0
    Other
    $38,687
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $204,249
    Bonus
    $0
    Other
    $0
    Deferred
    $25,200
    Nontaxable benefits
    $13,487
    Filer's total
    $242,936

  • Kwan Stephen

    PHYSICIAN

    Total calculated
    $1,538,013
    From this org
    $1,501,403
    From related orgs
    $0
    Other
    $36,610
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,501,403
    Bonus
    $0
    Other
    $0
    Deferred
    $27,000
    Nontaxable benefits
    $9,610
    Filer's total
    $1,538,013

  • Aggarwal Himanshu

    PHYSICIAN

    Total calculated
    $1,358,068
    From this org
    $1,303,581
    From related orgs
    $0
    Other
    $54,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $650,000
    Bonus
    $653,581
    Other
    $0
    Deferred
    $41,000
    Nontaxable benefits
    $13,487
    Filer's total
    $1,358,068

  • Richardson Brian

    PHYSICIAN

    Total calculated
    $1,153,266
    From this org
    $1,102,196
    From related orgs
    $0
    Other
    $51,070
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $631,365
    Bonus
    $470,831
    Other
    $0
    Deferred
    $37,583
    Nontaxable benefits
    $13,487
    Filer's total
    $1,153,266

  • Clark Latoya S

    PHYSICIAN

    Total calculated
    $1,025,935
    From this org
    $971,615
    From related orgs
    $0
    Other
    $54,320
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $315,145
    Bonus
    $656,470
    Other
    $0
    Deferred
    $40,833
    Nontaxable benefits
    $13,487
    Filer's total
    $1,025,935

  • Patel Hiren G

    PHYSICIAN

    Total calculated
    $1,243,679
    From this org
    $1,195,171
    From related orgs
    $0
    Other
    $48,508
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $500,000
    Bonus
    $695,171
    Other
    $0
    Deferred
    $35,021
    Nontaxable benefits
    $13,487
    Filer's total
    $1,243,679

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 · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 6a · Pay contingent on this organization's net earnings

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
  • 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
THE HOSPITAL PAID MONTHLY DUES FOR A COUNTRY CLUB MEMBERSHIP AND ALSO PROVIDES A CAR ALLOWANCE FOR THE PRESIDENT/CEO. THESE BENEFITS WERE INCLUDED IN THE CEO'S TAXABLE COMPENSATION.
PART I, LINE 6
EXECUTIVE BONUS CALCULATIONS INCLUDE A METRIC FOR NET EARNINGS. INCLUDED IN THE EXECUTIVE BONUS CALUCATION IS A METRIC FOR EARNINGS. NO BONUS WAS ACCRUED AND PAID FOR 2021 YEAR. BONUS FOR 2020 WAS ACCRUED FOR IN 2020 AND PAID IN 2021.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • OAK PARK HIGHLAND LLC

    REAL ESTATE · AL · income $0 · assets $0

    Directly controlled by JACKSON HOSPITAL AND CLINIC INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • JACKSON IMAGING CENTER LLC

    RELATED · MEDICAL IMAGING · AL · 67% owned · share of income $4,135,996 · share of assets $6,339,360

    Directly controlled by JACKSON HOSPITAL AND CLINIC INC

  • JACKSON SURGERY CENTER LLC

    RELATED · OUTPATIENT SURGERY · AL · 60.25% owned · share of income $10,578,806 · share of assets $8,385,223

    Directly controlled by JACKSON HOSPITAL AND CLINIC INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • JACKSON HEALTH INC

    C · PHYSICIAN PRACTICES · AL · 100% owned · controlled entity

    Directly controlled by JACKSON HOSPITAL AND CLINIC INC

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202333179349310208

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