Form 990 for tax year 2023
Filed by COMMUNITY HOSPITAL OF THE MONTEREY PENINSULA.
Totals
- Total revenue
- $1,000,724,678
- Total expenses
- $933,598,710
- Contributions and grants received
- $74,748,819
- Grants paid
- $131,384,262
- Program services expenses (Part IX)
- $834,550,255
- Management and general expenses
- $99,048,455
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $834,550,255
Program services were 89.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
STEVEN PACKER
PRESIDENT & CEO
- Total calculated
- $2,738,678
- From this org
- $2,188,518
- From related orgs
- $0
- Other
- $550,160
- Hours/week
- 35 + 20 related
Schedule J breakdown matched by us
- Base
- $1,015,887
- Bonus
- $383,300
- Other
- $789,331
- Deferred
- $516,858
- Nontaxable benefits
- $33,302
- Filer's total
- $2,738,678
-
MATTHEW MORGAN
VP, CHIEF FINANCIAL OFFICER
- Total calculated
- $909,911
- From this org
- $758,608
- From related orgs
- $0
- Other
- $151,303
- Hours/week
- 35 + 20 related
Schedule J breakdown matched by us
- Base
- $538,655
- Bonus
- $161,822
- Other
- $58,131
- Deferred
- $94,210
- Nontaxable benefits
- $57,093
- Filer's total
- $909,911
-
SUSAN SWICK
VP, CHIEF MENTAL HEALTH OFFICER
- Total calculated
- $900,830
- From this org
- $765,783
- From related orgs
- $0
- Other
- $135,047
- Hours/week
- 50 + 5 related
Schedule J breakdown matched by us
- Base
- $593,248
- Bonus
- $129,470
- Other
- $43,065
- Deferred
- $72,699
- Nontaxable benefits
- $62,348
- Filer's total
- $900,830
-
STEVEN CABRALES
VP, CHIEF MEDICAL OFFICER
- Total calculated
- $847,624
- From this org
- $731,096
- From related orgs
- $0
- Other
- $116,528
- Hours/week
- 50 + 5 related
Schedule J breakdown matched by us
- Base
- $553,078
- Bonus
- $138,271
- Other
- $39,747
- Deferred
- $83,226
- Nontaxable benefits
- $33,302
- Filer's total
- $847,624
-
PAUL CONOCENTI
VP, CHIEF INFORMATION OFFICER
- Total calculated
- $694,967
- From this org
- $608,257
- From related orgs
- $0
- Other
- $86,710
- Hours/week
- 45 + 10 related
Schedule J breakdown matched by us
- Base
- $417,211
- Bonus
- $165,952
- Other
- $25,094
- Deferred
- $70,059
- Nontaxable benefits
- $16,651
- Filer's total
- $694,967
-
DEBORAH SOBER
VP, CHIEF NURSING OFFICER
- Total calculated
- $687,593
- From this org
- $586,260
- From related orgs
- $0
- Other
- $101,333
- Hours/week
- 50 + 5 related
Schedule J breakdown matched by us
- Base
- $400,700
- Bonus
- $99,085
- Other
- $86,475
- Deferred
- $81,805
- Nontaxable benefits
- $19,528
- Filer's total
- $687,593
-
LAURA ZEHM
FORMER SR VP, CAO
- Total calculated
- $614,317
- From this org
- $614,317
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $614,317
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $614,317
-
DANIEL CHIBAYA
CP, OPERATIONS OFFICER
- Total calculated
- $575,587
- From this org
- $482,326
- From related orgs
- $0
- Other
- $93,261
- Hours/week
- 50 + 5 related
Schedule J breakdown matched by us
- Base
- $365,175
- Bonus
- $80,421
- Other
- $36,730
- Deferred
- $36,168
- Nontaxable benefits
- $57,093
- Filer's total
- $575,587
-
GREGORY SMORZEWSKI
VP, CHIEF HUMAN RESOURCE OFFICER
- Total calculated
- $572,817
- From this org
- $470,243
- From related orgs
- $0
- Other
- $102,574
- Hours/week
- 45 + 10 related
Schedule J breakdown matched by us
- Base
- $355,450
- Bonus
- $81,157
- Other
- $33,636
- Deferred
- $40,227
- Nontaxable benefits
- $62,347
- Filer's total
- $572,817
-
JENNIFER BALLESTEROS
RN
- Total calculated
- $538,131
- From this org
- $477,986
- From related orgs
- $0
- Other
- $60,145
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $447,614
- Bonus
- $0
- Other
- $30,372
- Deferred
- $43,494
- Nontaxable benefits
- $16,651
- Filer's total
- $538,131
-
RICHARD GRAY
MEDICAL DIRECTOR - TYLER HEART
- Total calculated
- $530,549
- From this org
- $406,800
- From related orgs
- $0
- Other
- $123,749
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $270,463
- Bonus
- $0
- Other
- $136,337
- Deferred
- $96,999
- Nontaxable benefits
- $26,750
- Filer's total
- $530,549
-
SABINA GAUDOIN
RN
- Total calculated
- $441,350
- From this org
- $359,850
- From related orgs
- $0
- Other
- $81,500
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $350,367
- Bonus
- $0
- Other
- $9,483
- Deferred
- $64,849
- Nontaxable benefits
- $16,651
- Filer's total
- $441,350
-
CRISTINA M FERNANDEZ
RN
- Total calculated
- $420,581
- From this org
- $352,975
- From related orgs
- $0
- Other
- $67,606
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $351,311
- Bonus
- $0
- Other
- $1,664
- Deferred
- $50,955
- Nontaxable benefits
- $16,651
- Filer's total
- $420,581
-
MARTHA BLUM MD
TRUSTEE
- Total calculated
- $408,284
- From this org
- $395,084
- From related orgs
- $0
- Other
- $13,200
- Hours/week
- 1 + 1 related
Schedule J breakdown matched by us
- Base
- $259,753
- Bonus
- $82,937
- Other
- $52,394
- Deferred
- $0
- Nontaxable benefits
- $13,200
- Filer's total
- $408,284
-
TAJIR ALI
CHIEF TECH OFFICER
- Total calculated
- $401,481
- From this org
- $356,220
- From related orgs
- $0
- Other
- $45,261
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $305,626
- Bonus
- $48,672
- Other
- $1,922
- Deferred
- $28,610
- Nontaxable benefits
- $16,651
- Filer's total
- $401,481
-
CASEY GROVER MD
TRUSTEE
- Total calculated
- $11,869
- From this org
- $11,869
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
BILL WARNER
CHAIR
- Total calculated
- $0
- Hours/week
- 4 + 2 related
-
RANDY CHARLES
SECRETARY
- Total calculated
- $0
- Hours/week
- 3 + 4 related
-
LUIS ALVAREZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PATRICK BURKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
RYAN EDWARDS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
MIMI HAHN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KIRAN KAMATH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
STAN MCKEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOHN O'BRIEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
CARRIE PENTTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MARGI WIEST
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
GENE HILL
TRUSTEE (THRU 12/23)
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
WILLIAM YOUNG
TRUSTEE (THRU 12/23)
- Total calculated
- $0
- Hours/week
- 1 + 2 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 — 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
- 4b · Supplemental nonqualified retirement plan
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- STEVEN PACKER PARTICIPATED IN A 457(F) PLAN AND RECEIVED A DISTRIBUTION DURING 2023 IN THE AMOUNT OF $732,679. LAURA ZEHM PARTICIPATED IN A 457(F) PLAN AND RECEIVED A DISTRIBUTION DURING 2023 IN THE AMOUNT OF $614,317.
- PART I, LINE 6
- MANAGEMENT INCENTIVE PLANS HAVE A PERCENTAGE OF THE INCENTIVE PACKAGE THAT ARE BASED ON THE FINANCIAL RESULTS OF THE FILING ORGANIZATION AND RELATED ORGANIZATIONS.
- PART I, LINE 7
- PART OF THE INCENTIVE PACKAGES FOR MANAGEMENT ARE BASED ON MEETING PERFORMANCE GOALS DURING THE 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
-
$120,057,611
GENERAL SUPPORT
-
$5,308,351
PROGRAM SUPPORT
-
COMMUNITY FOUNDATION FOR MONTEREY COUNTY
$5,000,000
MONTEREY COUNTY TEACHERS
-
SCHOLARSHIPS
-
PROGRAM SUPPORT
-
$70,000
SCHOOL NURSE PROGRAM
-
$65,000
PROGRAM SUPPORT
-
$63,250
PROGRAM SUPPORT
-
$50,000
CLINIC SUPPORT
-
$25,000
DISASTER RELIEF
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
501(C)(3) · SUPPORT SERVICES · CA
-
501(C)(3) · HEALTHCARE SERVICES · CA
Directly controlled by MONTAGE HEALTH
-
501(C)(4) · INSURANCE COMPANY · CA
Directly controlled by MONTAGE HEALTH
-
501(C)(3) · SUPPORT SERVICES · CA
Directly controlled by MONTAGE HEALTH
-
501(C)(3) · MEDICAL SERVICES · CA
Directly controlled by MONTAGE HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403189349312000
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.