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Nonprofiteer
← PRESBYTERIAN MEDICAL CARE CORP

Form 990 for tax year 2022

Filed by PRESBYTERIAN MEDICAL CARE CORP.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 14 December 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$272,320,845 changed to $22,497,521
Total expenses
$229,998,584 changed to $20,468,721
Contributions and grants received
$1,534,431 changed to $155,795
Grants paid
$452,310 changed to $0
Program services expenses
$172,697,194 changed to $15,196,060
Management and general expenses
$57,301,390 changed to $5,272,661
Program service expenses (Part III)
$172,697,194 changed to $15,196,060

Listed only on the earlier return

  • ADAM KOKOSZKA
  • DEBRA ALLENSPACH
  • FRED HARGETT
  • JASON BERND
  • JOSHUA FESEL
  • KELLI SADLER
  • MELONIE MURRAY
  • SCOTTY CAMPBELL II
  • SIDNEY FLETCHER MD

Listed under a different title

  • JAMES TAYLOR: VICE CHAIR then CHAIR
  • JOHN LEWIS: CHAIR then TRUSTEE
  • KANDI DEITEMEYER EDD: TRUSTEE then VICE CHAIR
  • SAAD EHTISHAM: SVP & PRES NHPMC&GCM / TRUSTEE then PRESIDENT

Totals

Total revenue
$272,320,845
Total expenses
$229,998,584
Contributions and grants received
$1,534,431
Grants paid
$452,310
Program services expenses (Part IX)
$172,697,194
Management and general expenses
$57,301,390
Fundraising expenses
$0
Program service expenses (Part III)
$172,697,194

Program services were 75.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID VOELLINGER MD

    TRUSTEE

    Total calculated
    $606,783
    From this org
    $0
    From related orgs
    $550,691
    Other
    $56,092
    Hours/week
    0.2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $450,732 related
    Bonus
    $0 + $78,567 related
    Other
    $0 + $21,392 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $37,792 related
    Filer's total
    $0 + $606,783 related

  • SAAD EHTISHAM

    SVP & PRES NHPMC&GCM / TRUSTEE

    Total calculated
    $1,243,027
    From this org
    $0
    From related orgs
    $1,078,074
    Other
    $164,953
    Hours/week
    0.2 + 50.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $656,459 related
    Bonus
    $0 + $379,360 related
    Other
    $0 + $42,255 related
    Deferred
    $0 + $121,353 related
    Nontaxable benefits
    $0 + $43,600 related
    Filer's total
    $0 + $1,243,027 related

  • KIMBERLY CASE MD

    TRUSTEE

    Total calculated
    $346,740
    From this org
    $0
    From related orgs
    $319,273
    Other
    $27,467
    Hours/week
    0.2 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,065 related
    Bonus
    $0 + $24,350 related
    Other
    $0 + $39,858 related
    Deferred
    $0 + $16,261 related
    Nontaxable benefits
    $0 + $11,206 related
    Filer's total
    $0 + $346,740 related

  • KATE HATCHER MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • DANIEL COTTINGHAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • JONI DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • KANDI DEITEMEYER EDD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • LINDA FARTHING

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • TALIA GOLDMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • JAMES JOHNSON MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • THADDEUS JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • MICHELLE LEE

    TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • JOHN LEWIS

    CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • LUIS LOBO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • JANELLE LYONS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • JAMES TAYLOR

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • FRED HARGETT

    EVP & CFO

    Total calculated
    $2,417,516
    From this org
    $0
    From related orgs
    $2,355,664
    Other
    $61,852
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,092,939 related
    Bonus
    $0 + $843,828 related
    Other
    $0 + $418,897 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $43,552 related
    Filer's total
    $0 + $2,417,516 related

  • JASON BERND

    PRESIDENT & COO

    Total calculated
    $617,292
    From this org
    $560,635
    From related orgs
    $0
    Other
    $56,657
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $332,447
    Bonus
    $192,095
    Other
    $36,093
    Deferred
    $18,300
    Nontaxable benefits
    $36,316 + $2,041 related
    Filer's total
    $615,251 + $2,041 related

  • SCOTTY CAMPBELL II

    CRNA II

    Total calculated
    $402,604
    From this org
    $362,236
    From related orgs
    $0
    Other
    $40,368
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $355,611
    Bonus
    $1,610
    Other
    $5,015
    Deferred
    $2,944
    Nontaxable benefits
    $37,424
    Filer's total
    $402,604

  • ADAM KOKOSZKA

    SUPV CRNA

    Total calculated
    $363,374
    From this org
    $314,293
    From related orgs
    $0
    Other
    $49,081
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $293,771
    Bonus
    $1,550
    Other
    $18,972
    Deferred
    $14,219
    Nontaxable benefits
    $34,862
    Filer's total
    $363,374

  • DEBRA ALLENSPACH

    CRNA II

    Total calculated
    $332,036
    From this org
    $293,663
    From related orgs
    $0
    Other
    $38,373
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $274,415
    Bonus
    $11,775
    Other
    $7,473
    Deferred
    $11,093
    Nontaxable benefits
    $27,280
    Filer's total
    $332,036

  • JOSHUA FESEL

    CRNA II

    Total calculated
    $316,784
    From this org
    $268,438
    From related orgs
    $0
    Other
    $48,346
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $262,354
    Bonus
    $1,515
    Other
    $4,569
    Deferred
    $14,516
    Nontaxable benefits
    $33,830
    Filer's total
    $316,784

  • MELONIE MURRAY

    CRNA II

    Total calculated
    $296,392
    From this org
    $257,979
    From related orgs
    $0
    Other
    $38,413
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $238,451
    Bonus
    $11,700
    Other
    $7,828
    Deferred
    $13,849
    Nontaxable benefits
    $24,564
    Filer's total
    $296,392

  • SIDNEY FLETCHER MD

    FMR CMO (SEE SCHEDULE O)

    Total calculated
    $1,171,123
    From this org
    $0
    From related orgs
    $1,019,356
    Other
    $151,767
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $535,339 related
    Bonus
    $0 + $323,364 related
    Other
    $0 + $160,653 related
    Deferred
    $0 + $102,992 related
    Nontaxable benefits
    $0 + $48,775 related
    Filer's total
    $0 + $1,171,123 related

  • KELLI SADLER

    FMR CNO (SEE SCHEDULE O)

    Total calculated
    $514,131
    From this org
    $0
    From related orgs
    $469,908
    Other
    $44,223
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $307,539 related
    Bonus
    $0 + $125,680 related
    Other
    $0 + $36,689 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $25,923 related
    Filer's total
    $0 + $514,131 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Discretionary spending account
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

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
  • 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
PART I, LINE A: FRINGE OR EXPENSE EXPLANATION FIRST-CLASS OR CHARTER TRAVEL: FIRST-CLASS OR CHARTER TRAVEL IS NOT A COVERED TRAVEL EXPENSE FOR EXECUTIVES; THEY ARE LIMITED TO BUSINESS OR COACH CLASS FARES FOR COMMERCIAL FLIGHTS. HOWEVER, CHARTER TRAVEL IS AVAILABLE TO CERTAIN EXECUTIVES, BOARD MEMBERS, AND APPROVED BUSINESS PERSONNEL MEETING APPLICABLE POLICY CRITERIA. TRAVEL FOR COMPANIONS: COMPANIONS ARE ALLOWED ON CERTAIN CHARTER FLIGHTS PAID FOR BY THE ORGANIZATION. IN THAT CASE, THE VALUE OF THE COMPANION'S FLIGHT IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S TAXABLE INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS. DISCRETIONARY SPENDING ACCOUNT: CERTAIN EXECUTIVES RECEIVE A DISCRETIONARY SPENDING ACCOUNT. THE DOLLAR AMOUNT IN THE ACCOUNT IS PRE-APPROVED BY THE COMPENSATION AND LEADERSHIP COMMITTEE OF THE NOVANT HEALTH BOARD OF TRUSTEES.THE EXECUTIVE MAY DEFER THE AMOUNT TO A RETIREMENT ACCOUNT OR THE AMOUNT IS TREATED AS COMPENSATION AND IS SPREAD OUT OVER THE COURSE OF THE YEAR IN THE EXECUTIVE'S PAYCHECKS AS TAXABLE INCOME. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: WE PROVIDE TEMPORARY HOUSING ALLOWANCES IN CERTAIN EXECUTIVE RECRUITMENT AND RELOCATION PACKAGES. THE VALUE IS CALCULATED UNDER APPLICABLE TAX LAWS AND THAT AMOUNT IS INCLUDED IN THE EXECUTIVE'S INCOME AS PRESCRIBED BY THE APPLICABLE TAX LAWS.
PART I, LINE 3
PART I, LINE 3: THE FILING ORGANIZATION IS AN INTEGRAL PART OF NOVANT HEALTH, AN INTEGRATED HEALTHCARE SYSTEM AND RELIES UPON NOVANT HEALTH, INC., THE PARENT ORGANIZATION, TO USE THE PROCESS DESCRIBED IN PART VI, LINE 15A/15B OF THIS RETURN TO ESTABLISH COMPENSATION FOR CERTAIN EXECUTIVES. THIS PROCESS ADHERES TO THE REQUIREMENTS SET FORTH TO SECURE THE REBUTTABLE PRESUMPTION OF REASONABLENESS AND INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT AND DISINTERESTED MEMBERS OF A COMPENSATION COMMITTEE, CONSULTATION WITH INDEPENDENT COMPENSATION CONSULTANTS, THE UTILIZATION OF THIRD-PARTY COMPARABILITY DATA SUCH AS PUBLISHED COMPENSATION SURVEYS, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
PART I, LINE 4B
PART I, LINE 4A-C: SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SEVERANCE NONE NONQUALIFIED KIMBERLY CASE $11,365 SIDNEY FLETCHER $116,446 FRED HARGETT $11,892 EQUITY-BASED NONE
PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS:
THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") IS INTENDED TO SUPPORT RETENTION OF KEY EXECUTIVES, AND TO OFFER COMPETITIVE TOTAL COMPENSATION. GENERALLY, ANNUAL CONTRIBUTIONS TO THE PLAN OR PAYMENTS TO PARTICIPANTS WILL BE BASED ON A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AS OF JANUARY 1ST OF THE PREVIOUS PLAN YEAR AND ARE REPORTED IN COLUMN (C) OF SCHEDULE J. PRIOR TO MAKING THE CONTRIBUTIONS OR PAYMENTS, THE NOVANT HEALTH COMPENSATION AND LEADERSHIP COMMITTEE ("COMMITTEE") WILL APPROVE THE AMOUNTS AS TO REASONABLENESS, WHEN COMBINED WITH ALL OTHER ANNUAL COMPENSATION. A 3 YEAR CLASS-YEAR VESTING PERIOD WILL APPLY UP TO AGE 62, WHEN ALL MONEY WOULD BE VESTED AND PAID OUT TO THE PARTICIPANT. OTHERWISE, VESTING WILL OCCUR ON JANUARY 1ST OF EACH YEAR FOR THE APPROPRIATE CLASS-YEAR VESTING PERIOD. THE COMMITTEE REVIEWS, APPROVES, AND OVERSEES ALL ASPECTS AND ALL ELEMENTS OF EXECUTIVE COMPENSATION AND BENEFITS.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202333189349307368

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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