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Nonprofiteer
← MULTICARE HEALTH SYSTEM

Form 990 for tax year 2022

Filed by MULTICARE HEALTH SYSTEM.

Totals

Total revenue
$4,302,865,545
Total expenses
$4,247,451,115
Contributions and grants received
$41,042,119
Grants paid
$13,992,324
Program service revenue
$3,926,955,806
Investment income
$334,863,569
Other revenue
$4,051
Total assets, end of year
$5,895,297,278
Total liabilities, end of year
$3,066,222,058
Net assets or fund balances, end of year
$2,829,075,220
Program services expenses (Part IX)
$3,471,688,574
Management and general expenses
$775,762,541
Fundraising expenses
$0
Program service expenses (Part III)
$3,471,688,574

Program services were 81.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN P FOLSOM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • SALLY B LEIGHTON

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • TARA PERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • DALE L SOWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • JANINE TERRANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • ROBIN THOMASHAUER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • FRANK TOMBARI

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • DEEDRA WALKEY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5

  • JOHN WIBORG

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • ROBERT YOST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • WILLIAM ROBERTSON

    CEO

    Total calculated
    $3,608,557
    From this org
    $2,751,828
    From related orgs
    $0
    Other
    $856,729
    Hours/week
    56 + 4 related

    Schedule J breakdown matched by us

    Base
    $1,910,400
    Bonus
    $542,506
    Other
    $298,922
    Deferred
    $831,790
    Nontaxable benefits
    $24,939
    Filer's total
    $3,608,557

  • JAMES LEE

    CFO

    Total calculated
    $607,673
    From this org
    $596,384
    From related orgs
    $0
    Other
    $11,289
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $523,568
    Bonus
    $70,000
    Other
    $2,816
    Deferred
    $0
    Nontaxable benefits
    $11,289
    Filer's total
    $607,673

  • FLORENCE CHANG

    PRESIDENT

    Total calculated
    $2,662,342
    From this org
    $2,029,026
    From related orgs
    $0
    Other
    $633,316
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,434,058
    Bonus
    $355,636
    Other
    $239,332
    Deferred
    $612,073
    Nontaxable benefits
    $21,243
    Filer's total
    $2,662,342

  • DAVID J CARLSON

    SRVP,EXEC SOUTH SOUND,PART YEAR

    Total calculated
    $1,477,122
    From this org
    $1,453,095
    From related orgs
    $0
    Other
    $24,027
    Hours/week
    58 + 2 related

    Schedule J breakdown matched by us

    Base
    $654,969
    Bonus
    $180,768
    Other
    $617,358
    Deferred
    $0
    Nontaxable benefits
    $24,027
    Filer's total
    $1,477,122

  • DAVID R O'BRIEN

    SRVP,CHIEF PHYS.OFFICER/EXEC.SOUTH SOUND & PAC.REG

    Total calculated
    $1,126,178
    From this org
    $1,095,048
    From related orgs
    $0
    Other
    $31,130
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $813,349
    Bonus
    $152,251
    Other
    $129,448
    Deferred
    $12,200
    Nontaxable benefits
    $18,930
    Filer's total
    $1,126,178

  • JUNE ALTARAS

    SRVP,CHIEF NURSING ENTREPRISE

    Total calculated
    $1,146,141
    From this org
    $1,112,698
    From related orgs
    $0
    Other
    $33,443
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $806,067
    Bonus
    $175,770
    Other
    $130,861
    Deferred
    $12,200
    Nontaxable benefits
    $21,243
    Filer's total
    $1,146,141

  • CHRISTI MCCARREN

    SRVP,RETAIL HEALTHCARE,PART YEAR

    Total calculated
    $540,725
    From this org
    $510,401
    From related orgs
    $0
    Other
    $30,324
    Hours/week
    58

    Schedule J breakdown matched by us

    Base
    $351,549
    Bonus
    $114,384
    Other
    $44,468
    Deferred
    $18,300
    Nontaxable benefits
    $12,024
    Filer's total
    $540,725

  • TIMOTHY W LYNCH

    SRVP,CLINICAL SERVICES(LAB,PHARMACY,BLOOD BANK)

    Total calculated
    $607,543
    From this org
    $567,380
    From related orgs
    $0
    Other
    $40,163
    Hours/week
    58

    Schedule J breakdown matched by us

    Base
    $501,050
    Bonus
    $60,945
    Other
    $5,385
    Deferred
    $12,200
    Nontaxable benefits
    $27,963
    Filer's total
    $607,543

  • ALEXANDER M JACKSON

    SVP EXEC.INLAND NW

    Total calculated
    $634,391
    From this org
    $609,539
    From related orgs
    $0
    Other
    $24,852
    Hours/week
    58

    Schedule J breakdown matched by us

    Base
    $538,329
    Bonus
    $65,073
    Other
    $6,137
    Deferred
    $12,200
    Nontaxable benefits
    $12,652
    Filer's total
    $634,391

  • JEFFREY POLTAWSKY

    PRES. MARY BRIDGE&PEDIATRIC NETWORK

    Total calculated
    $704,294
    From this org
    $667,043
    From related orgs
    $0
    Other
    $37,251
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $457,030
    Bonus
    $138,088
    Other
    $71,925
    Deferred
    $12,200
    Nontaxable benefits
    $25,051
    Filer's total
    $704,294

  • LEE SANDQUIST MD

    PHYSICIAN

    Total calculated
    $2,063,538
    From this org
    $2,030,965
    From related orgs
    $0
    Other
    $32,573
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,995,058
    Bonus
    $34,325
    Other
    $1,582
    Deferred
    $10,675
    Nontaxable benefits
    $21,898
    Filer's total
    $2,063,538

  • NEHAL MASOOD MD

    PHYSICIAN

    Total calculated
    $1,822,653
    From this org
    $1,779,223
    From related orgs
    $0
    Other
    $43,430
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,592,108
    Bonus
    $173,104
    Other
    $14,011
    Deferred
    $18,300
    Nontaxable benefits
    $25,130
    Filer's total
    $1,822,653

  • ARCHIE ADAMS MD

    PHYSICIAN

    Total calculated
    $1,609,983
    From this org
    $1,564,699
    From related orgs
    $0
    Other
    $45,284
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,472,045
    Bonus
    $80,425
    Other
    $12,229
    Deferred
    $18,300
    Nontaxable benefits
    $26,984
    Filer's total
    $1,609,983

  • ESTHER M PARK-HWANG MD

    PHYSICIAN

    Total calculated
    $1,482,348
    From this org
    $1,436,923
    From related orgs
    $0
    Other
    $45,425
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,317,639
    Bonus
    $88,473
    Other
    $30,811
    Deferred
    $18,300
    Nontaxable benefits
    $27,125
    Filer's total
    $1,482,348

  • BENJAMIN Y CHEN MD

    PHYSICIAN

    Total calculated
    $1,474,658
    From this org
    $1,427,303
    From related orgs
    $0
    Other
    $47,355
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,274,751
    Bonus
    $139,723
    Other
    $12,829
    Deferred
    $18,300
    Nontaxable benefits
    $29,055
    Filer's total
    $1,474,658

  • JAMES MCMANUS

    FORMER CFO

    Total calculated
    $1,343,730
    From this org
    $1,342,143
    From related orgs
    $0
    Other
    $1,587
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $140,876
    Bonus
    $177,960
    Other
    $1,023,307
    Deferred
    $0
    Nontaxable benefits
    $1,587
    Filer's total
    $1,343,730

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 · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 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

  • 2 · Substantiation required before reimbursing expenses
  • 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
LINE 1A - THE EXECUTIVE BENEFIT ALLOWANCE IS A DISCRETIONARY SPENDING ACCOUNT AND THERE ARE NO RESTRICTIONS AS TO HOW THE FUNDS ARE TO BE SPENT. FIVE KEY EMPLOYEES RECEIVED EXECUTIVE BENEFIT ALLOWANCE IN 2022. THEY CAN CHOOSE TO AUGMENT THEIR BENEFITS OR RECEIVE IT AS COMPENSATION PART OF TAXABLE WAGES. THE PAYMENTS WERE TAXED AND INCLUDED IN COLUMN B,(III).
PART I, LINES 4A-B
LINE 4A - IN 2022 THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS: DAVID CARLSON - $217,962 AND JAMES MCMANUS- $684,460. LINE 4B - THE FOLLOWING REPORTED PEOPLE PARTICIPATED IN A 457(F) DEFERRED COMPENSATION PLAN AND RECEIVED A PAYOUT IN 2022: DAVID CARLSON - $271,245 AND JAMES MCMANUS- $292,896. IRC SECTION 457(F) PLANS ALLOW PARTICIPANTS TO CHOOSE FROM A NUMBER OF DIFFERENT TYPES OF BENEFITS WITH A DEFAULT SELECTION INTO A 457(F) PLAN. THE PLAN COVERS EMPLOYEES WHO ARE PRIMARILY A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. THIS TYPE OF ARRANGEMENT CONTAINS A RISK OF FORFEITURE AND SOME OF THE ACCOUNTS USE A NON-COMPETE CLAUSE. THE EXECUTIVE GROUP ACCOUNTS CONTAIN A ROLLING 5-YEAR CLIFF 50% VESTING SCHEDULE AND ONCE THAT IS BEING MET THE PARTICIPANT RECEIVES 50% OF THE ACCOUNT, WITH A 100% VESTING UPON AGE 62 OR 5 YEARS OF PRIOR EMPLOYMENT. FOR THE HIGHLY COMPENSATED GROUP (PLAN'S LEGACY PHYSICIAN PARTICIPANT GROUP) DISTRIBUTION OF BALANCES PAID REPRESENTED VESTED AMOUNT DURING THE YEAR. THE PAYMENTS WERE TAXED AND INCLUDED IN COLUMN B, (III). PART II, COLUMN III: DEFERRED COMPENSATION AMOUNTS, SERP VESTED TAXABLE DISTRIBUTIONS, WERE PAID OUT TO THE FOLLOWING INDIVIDUALS: FLORENCE CHANG - $228,713 AND WILLIAM ROBERTSON - $288,038. THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN HAS A VESTING SCHEDULE; THE VESTED BENEFIT WAS PAID OUT AS ORDINARY INCOME (REPORTED ON W-2) AS OF THE PARTICIPANT'S VESTING DATE MILESTONE. THE PAYMENT WAS TAXED AND INCLUDED IN COLUMN B,(III). SCHEDULE J, COLUMN C, SUPPLEMENTAL INFORMATION: WILLIAM G. ROBERTSON, CEO, AND FLORENCE CHANG, PRESIDENT, EARNED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) INCOME IN THE AMOUNTS OF $593,773 AND $813,490, RESPECTIVELY, WHICH ARE REFLECTED IN COLUMN C. THE SERP PLAN HAS DEFERRALS INTO THE 457(F) CAA DEFERRED COMPENSATION PLAN.
FORM 990, PART VII AND SCHEDULE J, PART III- SUPPLEMENTAL
THE REPORTABLE COMPENSATION FOR THE OFFICERS OF THE CORPORATION AND KEY EMPLOYEES IS BASED ON THE TOTAL AMOUNT PAID DURING THE YEAR FOR MANAGEMENT AND LEADERSHIP OF MULTICARE HEALTH SYSTEM ENTITIES (91-1514257, 94-3030039, 47-5457904, 82-2949880). THE AMOUNTS UNDER OTHER COMPENSATION INCLUDE DEFERRED COMPENSATION, AND THE VALUE OF MEDICAL, DENTAL, LIFE, DISABILITY INSURANCE, AND PENSION BENEFITS. COMPENSATION ON THIS TAX RETURN INCLUDES AMOUNTS THAT ARE NOT VESTED, ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE AND MAY NOT BE PAID OUT IN THE FUTURE. THE PROCESS FOR DETERMINING EXECUTIVE COMPENSATION AT MULTICARE HEALTH SYSTEM (I) COMPLIES WITH IRS GUIDELINES FOR TAX-EXEMPT ORGANIZATIONS; (II) IS DETERMINED BY A SEPARATE COMMITTEE OF THE BOARD OF DIRECTORS WHOSE MEMBERS ARE ALL INDEPENDENT, DO NOT HAVE A CONFLICT OF INTEREST, AND ARE NON-PAID; AND (III) IS ANNUALLY EVALUATED IN THE CONTEXT OF COMPENSATION DATA GATHERED BY INDEPENDENT EXTERNAL CONSULTANTS FROM A PEER GROUP COMPRISED OF SIMILAR HIGH PERFORMING HEALTHCARE INSTITUTIONS, PRIMARILY INTEGRATED HEALTHCARE ORGANIZATIONS. COMPENSATION PAID IS DETERMINED TO BE REASONABLE AND NECESSARY BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND THE INDEPENDENT EXTERNAL CONSULTANT. IN ADDITION, A SIGNIFICANT PORTION OF COMPENSATION IS AT RISK AND BASED ON ACHIEVEMENT OF GOALS SET BY THE BOARD OF DIRECTORS AT THE START OF EACH YEAR IN AREAS SUCH AS PATIENT SAFETY, QUALITY, WORKFORCE DEVELOPMENT, FINANCE AND OTHER MISSION-RELATED AREAS. THE BOARD PLACES A HIGH PRIORITY ON THE NEED TO RECRUIT AND RETAIN A STRONG LEADERSHIP TEAM AND TO CREATE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE TO DRIVE SUPERIOR ORGANIZATIONAL PERFORMANCE IN ORDER TO ACHIEVE TOP TIER INTEGRATED CARE DELIVERY SYSTEM STATUS. THE COMPENSATION COMMITTEE ROUTINELY REVIEWS BENEFITS AND RETIREMENT PROGRAMS TO ENSURE THE PLANS ARE MARKET-BASED AND OTHERWISE CONSISTENT WITH IRS GUIDELINES. THE OFFICERS OF MULTICARE HEALTH SYSTEM, 91-1352172, ALSO FULFILL OFFICER AND EXECUTIVE FUNCTIONS FOR ITS RELATED ENTITIES. COMPENSATION DISCLOSED IS REPORTED TO THE RELATED ENTITIES TAX RETURNS IN ACCORDANCE WITH IRS REGULATIONS, BUT IS NOT CHARGED TO THE SUBSIDIARY OR AFFILIATE. AN OFFICER LISTED DEVOTES AN AVERAGE OF 60 HOURS PER WEEK TO PERFORM HIS OR HER RESPONSIBILITIES.

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

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.

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.

Related partnerships

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

  • OLYMPIC SPORTS & SPINE PLLC

    RELATED · HEALTHCARE SERVICES · WA

  • AUBURN IMAGING PARTNERS

    RELATED · HEALTHCARE SERVICES · WA · 80% owned · share of income -$69,399 · share of assets $947,266 · general or managing partner

    Directly controlled by MULTICARE HEALTH SYSTEM

  • VP SURGERY OF AUBURN

    RELATED · HEALTHCARE SERVICES · WA · 50.1% owned · share of income $24,610 · share of assets $220,165 · general or managing partner

    Directly controlled by MULTICARE HEALTH SYSTEM

  • REDICLINIC OF WALLC

    RELATED · HEALTHCARE SERVICES · TX · 51% owned · share of income $1,587 · share of assets $56,050

    Directly controlled by MULTICARE HEALTH SYSTEM

  • INDIGO IDAHO SERVICES LLC

    RELATED · HEALTHCARE SERVICES · ID · 51% owned

    Directly controlled by MULTICARE HEALTH SYSTEM

  • PHYSICIANS OF SW WA LLC

    RELATED · HEALTHCARE SERVICES · WA · 75.09% owned · share of income -$671,553 · share of assets $32,928,534

    Directly controlled by MULTICARE HEALTH SYSTEM

Related corporations and trusts

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

  • MEDIS CORPORATION

    C · MEDICAL BUILDING RENTAL · WA · 100% owned · share of income $1,748,827 · share of assets $3,263,851 · controlled entity

    Directly controlled by MULTICARE HEALTH SYSTEM

  • COMMENCEMENT RE

    C · MALPRACTICE INSURANCE · CJ · 100% owned · share of assets $68,458,592 · controlled entity

    Directly controlled by MULTICARE HEALTH SYSTEM

Provenance

Return type
form_990
Tax year
2022
Filed
2 November 2023
IRS schema version
2022v5.0
Source object
202313069349302361

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