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Nonprofiteer
← SOUTHERN OHIO MEDICAL CENTER

Form 990 for tax year 2024

Filed by SOUTHERN OHIO MEDICAL CENTER.

Totals

Total revenue
$630,867,880
Total expenses
$554,918,625
Contributions and grants received
$360,501
Grants paid
$218,090
Program service revenue
$521,368,912
Investment income
$319,944
Other revenue
$108,818,523
Total assets, end of year
$670,627,489
Total liabilities, end of year
$192,346,766
Net assets or fund balances, end of year
$478,280,723
Program services expenses (Part IX)
$444,258,768
Management and general expenses
$110,339,231
Fundraising expenses
$320,626
Program service expenses (Part III)
$444,258,768

Program services were 80.1% 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

    $127,829

  • 1e · Government grants (contributions)

    $500

  • 1f · All other contributions, gifts and grants

    $232,172

  • 2a · Program service revenue: PATIENT SERVICES

    total $503,126,622 · related or exempt $503,126,622

  • 2b · Program service revenue: PHARMACY REVENUE

    total $16,704,659 · related or exempt $16,704,659

  • 2c · Program service revenue: LIFE CENTER

    total $1,537,631 · related or exempt $1,537,631

  • 3 · Investment income

    total $2,891,669 · excluded $2,891,669

  • 6a · Gross rents

    real property $27,503

  • 6b · Less rental expenses

    real property $38,323

  • 6c · Rental income or loss

    real property -$10,820

  • 6d · Net rental income or loss

    total -$10,820 · unrelated business -$10,820

  • 7a · Gross sales of assets other than inventory

    securities $58,197,171 · other assets $55,254

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

    securities $60,812,303 · other assets $11,847

  • 7c · Gain or loss

    securities -$2,615,132 · other assets $43,407

  • 7d · Net gain or loss

    total -$2,571,725 · excluded -$2,571,725

  • 11a · Other revenue: RETAIL PHARMACY REVENUE

    total $104,112,851 · related or exempt $102,983,246 · unrelated business $1,129,605

  • 11b · Other revenue: CAFETERIA SALES

    total $2,408,431 · excluded $2,408,431

  • 11c · Other revenue: GIFT SHOP REVENUE

    total $117,087 · excluded $117,087

  • 11d · All other revenue

    total $2,190,974 · related or exempt $2,089,057 · excluded $101,917

  • 11e · Other revenue, total

    $108,829,343

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $218,090 · program services $218,090

  • 5 · Compensation of officers, directors and key employees

    total $3,602,992 · management and general $3,602,992

  • 7 · Other salaries and wages

    total $177,434,978 · program services $133,679,561 · management and general $43,524,816 · fundraising $230,601

  • 8 · Pension plan contributions

    total $5,665,677 · program services $4,268,523 · management and general $1,389,791 · fundraising $7,363

  • 9 · Other employee benefits

    total $50,367,290 · program services $37,946,730 · management and general $12,355,101 · fundraising $65,459

  • 10 · Payroll taxes

    total $13,237,032 · program services $9,972,784 · management and general $3,247,045 · fundraising $17,203

  • 11a · Fees: management

    total $4,485,239 · program services $2,928,861 · management and general $1,556,378

  • 11b · Fees: legal

    total $763,219 · management and general $763,219

  • 11c · Fees: accounting

    total $2,559,107 · management and general $2,559,107

  • 11g · Fees: other

    total $32,625,725 · program services $21,304,598 · management and general $11,321,127

  • 12 · Advertising and promotion

    total $658,062 · program services $631,279 · management and general $26,783

  • 13 · Office expenses

    total $8,397,193 · program services $8,055,427 · management and general $341,766

  • 14 · Information technology

    total $2,405,156 · program services $2,307,266 · management and general $97,890

  • 16 · Occupancy

    total $23,073,406 · program services $22,134,318 · management and general $939,088

  • 17 · Travel

    total $658,396 · program services $631,599 · management and general $26,797

  • 19 · Conferences, conventions and meetings

    total $1,333,090 · program services $1,278,833 · management and general $54,257

  • 20 · Interest

    total $4,581,156 · management and general $4,581,156

  • 22 · Depreciation, depletion and amortization

    total $13,565,641 · program services $5,842,722 · management and general $7,722,919

  • 23 · Insurance

    total $4,635,289 · management and general $4,635,289

  • 24a · Other expenses: PHARMACY SUPPLIES/DRUGS

    total $88,197,205 · program services $88,197,205

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $54,754,574 · program services $54,754,574

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $50,061,749 · program services $50,061,749

  • 24d · Other expenses: OHIO FRANCHISE TAX

    total $11,569,892 · management and general $11,569,892

  • 24e · All other expenses

    total $68,467 · program services $44,649 · management and general $23,818

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $469,062 · end of year $57,834

  • 2 · Savings and temporary cash investments

    beginning of year $26,125,368 · end of year $35,067,462

  • 4 · Accounts receivable

    beginning of year $67,908,034 · end of year $58,503,616

  • 8 · Inventories for sale or use

    beginning of year $11,756,606 · end of year $11,884,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,809,560 · end of year $5,859,007

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

    $449,144,231

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

    $305,271,060

  • 10c · Land, buildings and equipment, net

    beginning of year $139,085,696 · end of year $143,873,171

  • 11 · Investments: publicly traded securities

    beginning of year $338,408,138 · end of year $374,504,283

  • 12 · Investments: other securities

    beginning of year $5,534,996 · end of year $6,953,378

  • 15 · Other assets

    beginning of year $29,628,580 · end of year $33,924,738

  • 17 · Accounts payable and accrued expenses

    beginning of year $43,959,267 · end of year $53,103,330

  • 20 · Tax-exempt bond liabilities

    beginning of year $109,005,949 · end of year $102,488,752

  • 25 · Other liabilities

    beginning of year $35,570,897 · end of year $36,754,684

  • 27 · Net assets without donor restrictions

    beginning of year $436,189,927 · end of year $478,280,723

Mission and programs · 2024

Mission

AT SOMC, OUR MISSION IS TO MAKE A DIFFERENCE. WE STRIVE TO LIVE OUT THAT MISSION BY PROVIDING OUR REGION WITH THE HIGHEST QUALITY OF CARE, DELIVERED BY PROFESSIONALS WHO ARE AMONG THE BEST IN THEIR FIELDS. WE EXTEND THAT CARE AND PASSION TO MAKE A DIFFERENCE IN THE COMMUNITY BY BEING A VERY GOOD NEIGHBOR, EMPLOYER, AND COMMUNITY SUPPORTER.

Activities or mission (Part I)

SOUTHERN OHIO MEDICAL CENTER IS AN ACUTE HEALTH CARE SYSTEM LOCATED IN PORTSMOUTH, OHIO. SOMC'S EXEMPT PURPOSE IS TO SERVE SOUTH CENTRAL OHIO AND NORTHEASTERN KENTUCKY WITH STATE-OF-THE-ART FACILITIES AND HEALTH CARE TECHNOLOGIES.

  • WHAT WE DO:SOUTHERN OHIO MEDICAL CENTER IS AN ACTIVE MEMBER OF THE COMMUNITIES IT SERVES AND IS INVOLVED IN VARIOUS PROGRAMS AND ACTIVITIES THROUGHOUT THE AREA. COMMUNITY IS WHAT DRIVES SOMC TO ACHIEVE EXCELLENCE IN HEALTHCARE AND TO MAKE A DIFFERENCE IN THE LIVES OF THOSE AROUND US. THE ECONOMIC, EDUCATIONAL, RECREATIONAL AND CULTURAL ACTIVITIES OF THE LOCAL AREA SHOW THE WIDE SWEEP OF SOMC'S COMMUNITY INVOLVEMENT AND THEIR EFFORTS TO BUILD AND MAINTAIN STRONG RELATIONSHIPS. ALL PATIENTS ARE TREATED REGUARDLESS OF THEIR ABILITY TO PAY.IT'S THROUGH THESE RELATIONSHIPS THAT SOMC HAS BEEN RECOGNIZED FOR MANY OUTSTANDING ACCOMPLISHMENTS, RECEIVING SUCH NOTABLE HONORS AS ANCC'S MAGNET RECOGNITION, OSHA'S VPP STAR STATUS, PRESS GANEY'S DISTINCTIVE WORKPLACE AWARD, AS WELL AS BEING NAMED ONE OF FORTUNE'S 100 BEST COMPANIES TO WORK FOR. KEY DECISIONS MADE AT SOMC ARE GUIDED BY FIVE STRATEGIC VALUES: SAFETY, QUALITY, SERVICE, TEAMWORK AND FINANCE. RELATIONSHIPS SHAPE MANY FACETS OF CUSTOMER SERVICE AND THE CARE THAT IS PROVIDED WITHIN THE HOSPITAL. IT IS THE HOSPITAL'S GOAL TO LISTEN AND PARTNER WITH CUSTOMERS TO MAKE A DIFFERENCE TO THOSE WE SERVE. ADDITIONAL FEEDBACK IS ALSO GATHERED THROUGH FOCUS GROUPS CONDUCTED BY THE SOMC COMMUNITY RELATIONS DEPARTMENT, AS WELL AS THE SOMC EXECUTIVE TEAM'S ""OPEN DOOR POLICY,"" WHICH BOTH PROVIDE THE OPPORTUNITY TO GATHER INFORMATION AND SUGGESTIONS TO IMPROVE HOSPITAL SERVICES AND UNDERSTAND TECHNOLOGICAL NEEDS. SOMC PARTNERS WITH THE NATIONAL RESEARCH CORPORATION (NRC) TO PROVIDE TRANSITIONAL CARE SUPPORT FOLLOWING ACUTE AND AMBULATORY ENCOUNTERS. NRC'S CONNECT CARE TRANSITIONS PLATFORM PERFORMS POST-DISCHARGE CALL-BACKS, LEVERAGING AUTOMATED OUTREACH TO CONTACT PATIENTS IN THE CRITICAL TIMEFRAME OF 24-72 HOURS AFTER LEAVING OUR FACILITY. THE NATURAL VOICE RECOGNITION FOLLOW-UP CALL SEEKS OUT OPPORTUNITIES TO IMPROVE THE PATIENT EXPERIENCE THROUGH ADDRESSING ANY REMAINING SERVICE CONCERNS OR CLINICAL QUESTIONS AFTER DISCHARGE. ANY CONCERNS IDENTIFIED TRIGGER AN ALERT FROM THE CARE TRANSITIONS SOLUTION TO AN RN MEMBER OF OUR CLINICAL CASE MANGER TEAM WHO PERSONALLY RETURNS A CALL FOR RESOLUTION OR TRIAGING. CALL PROMPTS ADDRESS KEY ISSUES AFTER DISCHARGE SUCH AS PRESCRIPTIONS, FOLLOW-UP APPOINTMENTS, DISCHARGE INSTRUCTIONS, WORSENING HEALTH STATUS, SERVICE CONCERNS, POST-PROCEDURAL PAIN, ETC. THE CONNECT PROGRAM IMPACTS SOMC'S STRATEGIC VALUES BY REDUCING READMISSIONS, IMPROVING PATIENT EXPERIENCE AND PERCEPTIONS OF CARE, AND IMPROVING QUALITY AND SAFETY OUTCOMES. AS A FUNCTION OF THE CLINICAL CASE MANAGEMENT DEPARTMENT, CONNECT SERVES TO IMPROVE CLINICAL INTEGRATION BY BRIDGING THE GAPS BETWEEN ACUTE, EMERGENT, AND PROCEDURAL SETTINGS AND THE PATIENT'S HOME ENVIRONMENT.SOMC ESTABLISHES WORKING RELATIONSHIPS WITH ORGANIZATIONS THROUGHOUT THE TRI-STATE AREA TO FOCUS ON THE HEALTH AND WELLNESS OF THE COMMUNITY. SOMC AND ITS EMPLOYEES PARTICIPATE IN A VARIETY OF COMMUNITY-BASED ORGANIZATIONS INCLUDING THE SCIOTO COUNTY HEALTH COALITION, THE PORTSMOUTH AREA CHAMBER OF COMMERCE, ROTARY CLUB, SOUTHERN OHIO PERFORMING ARTS ASSOCIATION, THE PORTSMOUTH AREA ARTS COUNCIL, LITERACY PROGRAMS, SCHOOL BOARDS, COMMITTEES AND CHURCHES. OTHER PARTICIPATORY PROGRAMS INCLUDE LOCAL LITTLE LEAGUE GROUPS, LEADERSHIP PORTSMOUTH, TASK FORCE ON DOMESTIC VIOLENCE, PORTSMOUTH KIWANIS SERVICE CLUB, SCIOTO RESIDENTIAL SERVICES BOARD, PARAMEDIC ADVISORY BOARD, SALVATION ARMY, HABITAT FOR HUMANITY AND CHOICE HOUSING FOR THE DEVELOPMENTALLY DISABLED. SOMC ALSO MAINTAINS CLOSE RELATIONSHIPS WITH SOUTHERN OHIO CORRECTIONAL FACILITY MINISTRIES, ARTHRITIS FOUNDATION, MEDICAL RESERVE CORP, PARISH NURSE NETWORK, SOUTHERN OHIO DIABETES COALITION, PORTSMOUTH BICENTENNIAL BOARD, THE SHAWNEE STATE UNIVERSITY BOARD AND THE SOUTHERN OHIO CORRECTIONAL FACILITY COMMUNITY ADVISORY BOARD. SOMC HAS OPENED 6 PHARMACY TO SERVE THE PUBLIC. THEY ARE LOCATED IN WHEELERSBURG, SOUTH CAMPUS, MAIN CAMPUS, VANCEBURG, WEST UNION,WAVERLY, IRONTON AND OUR RETAIL PHARMACY AT THE MAIN CAMPUS. THIS ENABLE US TO SERVE OUR PATIENTS MORE EFFICIENTLY AND QUICKER, WE HAVE A MEDS TO BEDS PROGRAM WHICH BRINGS PATIENTS NEED MEDS TO THIS ROOM UPON RELEASE SO THEY DON'T HAVE TO MAKE STOPS ONCE THE LEAVE THE HOSPITAL. WE HAVE WALK IN CLINIC AT THE SOME LOCATION AS THE PHARMACIES WHICH ENABLES PATIENTS TO RECEIVE TREATMENT FROM 8 AM TO 8 PM AND THEN PICKUP ANY PRESCRIPTIONS PRESCRIBED AT THE SAME LOCATION BEFORE THEY LEAVE. MANY BENEFITS ARE CREATED THROUGH THESE PARTNERSHIPS INCLUDING SPONSORSHIPS FOR CULTURAL AFFAIRS, COMMUNITY HEALTH AND WELLNESS PROGRAMS, HEALTH SCREENINGS, EDUCATION, CHILDREN'S PROGRAMS AND YOUTH ACTIVITIES. ONE SUCH COLLABORATIVE EFFORT ALLOWS SOMC TO PROVIDE ADULT IMMUNIZATIONS FOR INFLUENZA, PNEUMONIA AND HEPATITIS B TO HUNDREDS OF COMMUNITY MEMBERS EACH YEAR. THE HOSPITAL OFTEN DONATES USED EQUIPMENT TO LOCAL SCHOOLS. NURSES AND PHYSICIANS VOLUNTEER THEIR TIME AND EFFORT TO TRAVEL AROUND THE SOMC REGION AND TO THIRD-WORLD COUNTRIES TO PROVIDE SERVICES FREE OF CHARGE OR AT A REDUCED RATE TO POPULATIONS WHO GREATLY BENEFIT FROM THEIR ANNUAL VISITS. SOMC MEDICAL CARE FOUNDATION IS ORGANIZED AND OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES FOR THE BENEFIT OF SOMC, AN OHIO NON-PROFIT CORPORATION INCLUDING (A) PROVIDING MEDICAL, SURGICAL AND OTHER HEALTH CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED, REGARDLESS OF RACE, COLOR, RELIGION, NATIONAL ORIGIN, AGE, HANDICAP, SEX, OR THE ABILITY TO PAY FOR SERVICES; (B) CONDUCTING EDUCATIONAL ACTIVITIES RELATED TO HEALTHCARE AND TREATMENT OF THE SICK, DISABLED, INJURED AND TO PROMOTE AND CARRY ON MEDICAL, SCIENTIFIC AND CLINICAL RESEARCH RELATED TO HEALTH CARE AND TREATMENT OF THE SICK, DISABLED, AND INJURED; AND (C) ENGAGING IN ANY LAWFUL ACTIVITIES FOR WHICH CORPORATIONS MAY BE FORMED UNDER CHAPTER 1785 OF THE OHIO REVISED CODE THAT ARE NOT CONSISTENT WITH THE FOREGOING.OUR COMMUNITY RELATIONS DEPARTMENT POSTED SEVERAL ARTICLES ON FACEBOOK AND OTHER SOCIAL MEDIA INFORMING THE PUBLIC OF WAYS TO STAY SAFE. THEY HAVE A WEEKLY SPOT ON LOCAL RADIO TO EDUCATE OUR COMMJNITY ON INFORMATION PERTAINING TO CANCER, DIABETES AND MANY OTHER MEDICAL ISSUES PREVILANT IN OUR LOCAL AREA AND OFFER INFO ON SERVICES PROVIDED BY SOMC FOR DETECTION AND TREATMENT OF SAID ISSUES. WE ALSO HAVE SPOT ON WSAZ TO EDUCATE THE TRISTATE AREA ON THIS SAME ISSUES. SOMC DEVELOPMENT FOUNDATION RENDERS SERVICES TO SOUTHERN OHIO MEDICAL CENTER OF PORTSMOUTH, OHIO AND ITS PATIENTS AND ASSISTS THE HOSPITAL IN PROMOTING HEALTH AND WELFARE OF THE COMMUNITY IN ACCORDANCE WITH THE OBJECTIVES ESTABLISHED BY THE GOVERNING BOARD OF TRUSTEES OF SOUTHERN OHIO MEDICAL CENTER. IN ADDITION, SOMC DEVELOPMENT FOUNDATION CREATES, RECEIVES AND MAINTAINS A FUND OR FUNDS OF REAL OR PERSONAL PROPERTY OR BOTH, TO USE AND APPLY THE WHOLE OR ANY PART OF THE INCOME THEREFROM AND THE PRINCIPAL THEREOF EXCLUSIVELY FOR THE USE AND BENEFIT OF SOUTHERN OHIO MEDICAL CENTER.DUE TO THE LIFE CHANGING EXPERIENCES EVERYONE HAS SUFFERED THROUGH THIS YEAR, SOMC DECIDED TO CONDUCT A TARGETED NEEDS ASSESSMENT IN THE SCHOOLS INSTEAD OF THE COAT DRIVE. THE NEEDS ASSESSMENT REACHED OUT TO 15 LOCAL AREA SCHOOLS IN OUR SURROUNDING COMMUNITIES. THE RESULTS SHOWED THAT THE SCHOOL KIDS NEEDED A VARIETY OF THINGS SUCH AS SOCKS, SHOES, SCHOOL SUPPLIES, HAND SANITIZER, AND EVEN PILLOWS. AFTER REVIEW OF THE DATA, SOMC DECIDED TO GRANT EACH SCHOOL FUNDING TO BE USED FOR SPECIFIC NEEDS OF THE CHILDREN. THE FUNDS ARE PROVIDED BY THE SOMC COMMUNITY HEALTH & WELLNESS FUND. THIS FUND IS DESIGNED TO OFFER SUPPORT TO PROJECTS THAT WILL POSITIVELY AFFECT THE HEALTH AND WELLNESS OF THOSE LIVING AND WORKING IN OUR COMMUNITY. THE COMMUNITY HEALTH AND WELLNESS DEPARTMENT ALSO ACTIVELY SEEKS GRANTS THAT CAN BE USED TOWARD SPECIFIC COMMUNITY-WIDE PROGRAMS. THE SUSAN G. KOMEN GRANT FOR THE HANDS OF HOPE PROGRAM PROVIDES FREE OR REDUCED FEE EDUCATION, SCREENINGS AND MAMMOGRAMS TO PROMOTE EARLY DETECTION OF BREAST DISEASE. IT LINKS BREAST CANCER PATIENTS TO RESOURCES AFTER BREAST CANCER TREATMENT. SOMC IS DEDICATED TO EDUCATING ITS APPALACHIAN COMMUNITY ON SELF-BREAST EXAMS PROVIDING CLINICAL BREAST SERVICES AND DIAGNOSTIC TESTING, WITH A FOCUS ON YEARLY MAMMOGRAMS. FOR EXAMPLE, OCTOBER IS ANNUALLY KNOWN AS BREAST CANCER AWARENESS MONTH AND OFTEN FEATURES MANY PROGRAMS, SCREENINGS, COMMERCIALS, FLYERS AND ACTIVITIES THAT FOCUS SPECIFICALLY ON THAT TOPIC AND ITS EDUCATION.

    Expenses $444,258,768 · Grants $218,090 · Revenue $626,441,215

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

Listed in Part VII

  • BECKY THEIL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • BENJAMIN GILL

    DIRECTOR-PRESIDENT & CEO-SOMC

    Total calculated
    $828,053
    From this org
    $772,332
    From related orgs
    $0
    Other
    $55,721
    Hours/week
    42.1 + 1 related

    Schedule J breakdown matched by us

    Base
    $747,814
    Bonus
    $0
    Other
    $24,518
    Deferred
    $24,150
    Nontaxable benefits
    $31,571
    Filer's total
    $828,053
  • CHRISTOPHER G BELTON DO

    DIRECTOR-CHIEF OF STAFF ELECT

    Total calculated
    $1,134,203
    From this org
    $0
    From related orgs
    $1,063,995
    Other
    $70,208
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $859,781 related
    Bonus
    $0 + $161,375 related
    Other
    $0 + $42,839 related
    Deferred
    $0 + $42,201 related
    Nontaxable benefits
    $0 + $28,007 related
    Filer's total
    $0 + $1,134,203 related
  • DAVID FOWLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.1 + 1 related
  • ELIE SAAB MD

    DIRECTOR-CRITICAL CARE PHYSICIAN

    Total calculated
    $716,144
    From this org
    $0
    From related orgs
    $650,749
    Other
    $65,395
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $590,712 related
    Bonus
    $0 + $30,235 related
    Other
    $0 + $29,802 related
    Deferred
    $0 + $31,872 related
    Nontaxable benefits
    $0 + $33,523 related
    Filer's total
    $0 + $716,144 related
  • GARY DUZAN

    TREASURER

    Total calculated
    $0
    Hours/week
    1.1 + 1 related
  • GEORGE LAWSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.1 + 1 related
  • JESSE P HOUGHTON MD

    DIRECTOR-CHIEF OF STAFF

    Total calculated
    $1,026,437
    From this org
    $0
    From related orgs
    $966,211
    Other
    $60,226
    Hours/week
    1.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $768,020 related
    Bonus
    $0 + $198,053 related
    Other
    $0 + $138 related
    Deferred
    $0 + $28,764 related
    Nontaxable benefits
    $0 + $31,462 related
    Filer's total
    $0 + $1,026,437 related
  • MATTHEW MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • ROBERT DEVER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1.1 + 1 related
  • STEVEN CONLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • THOMAS REISER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • KARA PLUMMER

    CFO

    Total calculated
    $437,283
    From this org
    $388,920
    From related orgs
    $0
    Other
    $48,363
    Hours/week
    42.1 + 1 related

    Schedule J breakdown matched by us

    Base
    $368,286
    Bonus
    $0
    Other
    $20,634
    Deferred
    $17,250
    Nontaxable benefits
    $31,113
    Filer's total
    $437,283
  • KENDALL L STEWART MD

    VP OF MEDICAL AFFAIRS

    Total calculated
    $787,844
    From this org
    $645,868
    From related orgs
    $0
    Other
    $141,976
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $434,281
    Bonus
    $0
    Other
    $211,587
    Deferred
    $104,948
    Nontaxable benefits
    $37,028
    Filer's total
    $787,844
  • CLAUDIA BURCHETT

    VP OF PATIENT SERVICES/CNO

    Total calculated
    $533,257
    From this org
    $420,815
    From related orgs
    $0
    Other
    $112,442
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $298,323
    Bonus
    $0
    Other
    $122,492
    Deferred
    $75,218
    Nontaxable benefits
    $37,224
    Filer's total
    $533,257
  • VICKI NOEL

    VP OF HR/ORG DEVELOPMENT

    Total calculated
    $379,989
    From this org
    $317,849
    From related orgs
    $0
    Other
    $62,140
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $306,217
    Bonus
    $0
    Other
    $11,632
    Deferred
    $29,030
    Nontaxable benefits
    $33,110
    Filer's total
    $379,989
  • VALERIE DECAMP

    VP OF CLINICAL INTEGRATION

    Total calculated
    $324,499
    From this org
    $263,841
    From related orgs
    $0
    Other
    $60,658
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $220,500
    Bonus
    $0
    Other
    $43,341
    Deferred
    $24,698
    Nontaxable benefits
    $35,960
    Filer's total
    $324,499
  • RORY PHILLIPS

    ADM DIR PHARM-RESP CARE

    Total calculated
    $321,217
    From this org
    $261,020
    From related orgs
    $0
    Other
    $60,197
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,725
    Bonus
    $0
    Other
    $1,295
    Deferred
    $23,680
    Nontaxable benefits
    $36,517
    Filer's total
    $321,217
  • JEREMY JANNEY

    PHARMACY MANAGER

    Total calculated
    $269,369
    From this org
    $220,568
    From related orgs
    $0
    Other
    $48,801
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $220,478
    Bonus
    $0
    Other
    $90
    Deferred
    $17,839
    Nontaxable benefits
    $30,962
    Filer's total
    $269,369
  • HERBERT BUTTERBAUGH

    COMMUNITY PHARMACY MANAGER

    Total calculated
    $252,947
    From this org
    $199,012
    From related orgs
    $0
    Other
    $53,935
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,964
    Bonus
    $0
    Other
    $48
    Deferred
    $8,065
    Nontaxable benefits
    $45,870
    Filer's total
    $252,947
  • JAY JONES

    RPH ONCOLOGY LEAD

    Total calculated
    $247,651
    From this org
    $180,412
    From related orgs
    $0
    Other
    $67,239
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,776
    Bonus
    $0
    Other
    $636
    Deferred
    $16,801
    Nontaxable benefits
    $50,438
    Filer's total
    $247,651
  • JESSICA DIXON

    REG PHARMACIST SUPV

    Total calculated
    $248,621
    From this org
    $193,577
    From related orgs
    $0
    Other
    $55,044
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,523
    Bonus
    $0
    Other
    $54
    Deferred
    $7,744
    Nontaxable benefits
    $47,300
    Filer's total
    $248,621

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
  • 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

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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
SOMC PAYS COUNTRY CLUB DUES ON BEHALF OF THE CEO. THE DUES ARE INCLUDED IN THE CEO'S COMPENSATION.
PART I, LINE 4B
THE ORGANIZATION MADE CONTRIBUTIONS TO A SERP FOR THE FOLLOWING VESTED INDIVIDUALS LISTED ON PAGE 7 OF FORM 990: KENDALL STEWART: $73,898 CLAUDIA BURCHETT: $44,168 VALERIE DECAMP: $2,524 THE SERP PLAN IS AVAILABLE ONLY TO INDIVIDUALS WHO HAVE HELD AN EXECUTIVE POSITION FOR ONE YEAR. THE SERP WILL VEST UPON THE OCCURRENCE OF THE FOLLOWING EVENTS: - THE DATE OF THE EXECUTIVE'S DEATH - THE DATE THE EXECUTIVE BECOMES TOTALLY DISABLED - THE DATE A CHANGE OF CONTROL OCCURS - THE EXECUTIVE REACHING THE AGE OF 60 YEARS IF AN EXECUTIVE SEVERS EMPLOYMENT OR IS TERMINATED, A NONCOMPETE AGREEMENT IS IN PLACE FOR 2 YEARS. THE EXECUTIVE FORFEITS ANY SERP PAYMENTS IF HE/SHE DOES NOT CONFORM TO THE NONCOMPETE AGREEMENT. THE EXECUTIVE MUST HAVE FIVE YEARS OF SERP SERVICE BEFORE ENDING THE EMPLOYMENT IN ORDER TO VEST. THE SERP CONTRIBUTIONS LISTED ABOVE ARE INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN B(III). THE FOLLOWING INDIVIDUALS LISTED ON PAGE 7 OF FORM 990 RECEIVED VESTED SERP EARNING DURING THE CALENDAR YEAR: KENDALL STEWART: $107,118 CLAUDIA BURCHETT: $69,624 VALERIE DECAMP: $34,329 THE SERP EARNINGS LISTED ABOVE ARE INCLUDED IN COMPENSATION REPORTED IN SCHEDULE J, PART II, COLUMN B(III). SOMC MEDICAL CARE FOUNDATION, INC, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO A CERP (COMMUNITY EMERGENCY RESPONSE PLAN). THE CERP PROGRAM IS AN INCENTIVE PROGRAM FOR PHYSICIANS TO BE AVAILABLE ON CALL IN THE EVENT OF AN EMERGENCY. THE PHYSICIAN WILL VEST IN THE PLAN IF ANY OF THE FOLLOWING THREE CONDITIONS ARE MET: - PARTICIPATE IN THE CERP PROGRAM FOR 10 YEARS, IF ENTERED THE PLAN AFTER 2007 - REACH THE AGE OF 60 YEARS AFTER COMPLETING 20 YEARS OF SERVICE - REACH THE AGE OF 65 YEARS THE ORGANIZATION MADE CONTRIBUTIONS TO A CERP FOR THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII: ELIE SAAB: $11,172 JESSE HOUGHTON: $11,514 CHRISTOPHER BELTON: $26,676 THE AMOUNT LISTED ABOVE IS INCLUDED IN COMPENSATION REPORTED ON SCHEDULE J, PART II, COLUMN C. THE FOLLOWING INDIVIDUALS LISTED ON PAGE 7 OF FORM 990 RECEIVED A VESTED CERP PAYMENT DURING THE CALENDAR YEAR: ELIE SAAB: $11,406 THE VESTED PAYMENT AMOUNTS LISTED ABOVE ARE REPORTED ON SCHEDULE J, PART II, COLUMN B(III) AND COLUMN F.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202601359349303275

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