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Nonprofiteer
← LODI MEMORIAL HOSPITAL ASSOCIATION INC

Form 990 for tax year 2024

Filed by LODI MEMORIAL HOSPITAL ASSOCIATION INC.

Totals

Total revenue
$322,179,207
Total expenses
$312,191,012
Contributions and grants received
$19,411,330
Grants paid
$222,990
Program services expenses (Part IX)
$260,354,935
Management and general expenses
$51,401,562
Fundraising expenses
$434,515
Program service expenses (Part III)
$260,354,935

Program services were 83.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Heinrich Kerry

    Dir/Chair/CEO

    Total calculated
    $4,032,170
    From this org
    $0
    From related orgs
    $3,974,195
    Other
    $57,975
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,342,000 related
    Bonus
    $0 + $1,586,113 related
    Other
    $0 + $46,082 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $44,679 related
    Filer's total
    $0 + $4,032,170 related

  • Hofheins Todd

    Dir/Vice Chair/COO

    Total calculated
    $2,473,667
    From this org
    $0
    From related orgs
    $2,407,675
    Other
    $65,992
    Hours/week
    0 + 50.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,474,000 related
    Bonus
    $0 + $888,115 related
    Other
    $0 + $45,560 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $52,696 related
    Filer's total
    $0 + $2,473,667 related

  • Freedman John

    Director

    Total calculated
    $27,203
    From this org
    $0
    From related orgs
    $27,203
    Other
    $0
    Hours/week
    0 + 4 related

  • Newton Bradford

    Director

    Total calculated
    $26,939
    From this org
    $0
    From related orgs
    $26,939
    Other
    $0
    Hours/week
    0 + 4 related

  • Cherry Robert

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related

  • Davis Andrew

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related

  • Innocent Larry

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related

  • Reiner Richard

    Director

    Total calculated
    $26,611
    From this org
    $0
    From related orgs
    $26,611
    Other
    $0
    Hours/week
    0 + 4 related

  • Wagner Jack

    Director

    Total calculated
    $21,611
    From this org
    $0
    From related orgs
    $21,611
    Other
    $0
    Hours/week
    0 + 4 related

  • Woodson Marc

    Director

    Total calculated
    $21,611
    From this org
    $0
    From related orgs
    $21,611
    Other
    $0
    Hours/week
    0 + 4 related

  • Salazar Velino

    Director thru 09/24

    Total calculated
    $21,181
    From this org
    $0
    From related orgs
    $21,181
    Other
    $0
    Hours/week
    0 + 4 related

  • Fehr Joy

    Director

    Total calculated
    $18,680
    From this org
    $0
    From related orgs
    $18,680
    Other
    $0
    Hours/week
    0 + 4 related

  • Beckett Ann

    Director as of 01/24

    Total calculated
    $17,930
    From this org
    $0
    From related orgs
    $17,930
    Other
    $0
    Hours/week
    0 + 4 related

  • Jutzy Kenneth

    Director as of 01/24

    Total calculated
    $16,180
    From this org
    $0
    From related orgs
    $16,180
    Other
    $0
    Hours/week
    0 + 4 related

  • Daggett Jonathan

    Director as of 01/24

    Total calculated
    $16,180
    From this org
    $0
    From related orgs
    $16,180
    Other
    $0
    Hours/week
    0 + 4 related

  • Cress John

    Director as of 10/24

    Total calculated
    $430
    From this org
    $0
    From related orgs
    $430
    Other
    $0
    Hours/week
    0 + 4 related

  • Beaman John

    CFO/Assistant Secretary

    Total calculated
    $2,060,669
    From this org
    $0
    From related orgs
    $1,980,861
    Other
    $79,808
    Hours/week
    0 + 50.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,261,000 related
    Bonus
    $0 + $698,818 related
    Other
    $0 + $21,043 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $66,512 related
    Filer's total
    $0 + $2,060,669 related

  • Jobe Meredith

    Secretary

    Total calculated
    $1,279,079
    From this org
    $0
    From related orgs
    $1,221,104
    Other
    $57,975
    Hours/week
    0 + 50.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $796,100 related
    Bonus
    $0 + $281,132 related
    Other
    $0 + $143,872 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $44,679 related
    Filer's total
    $0 + $1,279,079 related

  • McCollough Brooke

    President

    Total calculated
    $782,620
    From this org
    $0
    From related orgs
    $699,482
    Other
    $83,138
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $549,000 related
    Bonus
    $0 + $100,917 related
    Other
    $0 + $49,565 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $69,842 related
    Filer's total
    $0 + $782,620 related

  • Delmore Katie

    Treasurer/Asst Secretary

    Total calculated
    $497,612
    From this org
    $0
    From related orgs
    $439,827
    Other
    $57,785
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $315,240 related
    Bonus
    $0 + $91,158 related
    Other
    $0 + $33,429 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $44,489 related
    Filer's total
    $0 + $497,612 related

  • Stevens Eric

    Pres, Northern California Network

    Total calculated
    $1,944,121
    From this org
    $0
    From related orgs
    $1,886,146
    Other
    $57,975
    Hours/week
    5 + 45.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,196,000 related
    Bonus
    $0 + $495,682 related
    Other
    $0 + $194,464 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $44,679 related
    Filer's total
    $0 + $1,944,121 related

  • Pretzlaff Robert

    Patient Care Executive

    Total calculated
    $709,708
    From this org
    $0
    From related orgs
    $641,240
    Other
    $68,468
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $432,433 related
    Bonus
    $0 + $26,063 related
    Other
    $0 + $182,744 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $55,172 related
    Filer's total
    $0 + $709,708 related

  • Stewart Donovan

    Patient Care Executive

    Total calculated
    $474,802
    From this org
    $0
    From related orgs
    $430,256
    Other
    $44,546
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $340,096 related
    Bonus
    $0 + $55,513 related
    Other
    $0 + $34,647 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $44,546 related
    Filer's total
    $0 + $474,802 related

  • Karagounis Timothy

    Operations Excecutive

    Total calculated
    $442,817
    From this org
    $0
    From related orgs
    $386,388
    Other
    $56,429
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $283,716 related
    Bonus
    $0 + $72,993 related
    Other
    $0 + $29,679 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $43,133 related
    Filer's total
    $0 + $442,817 related

  • Brown Mary

    RN

    Total calculated
    $582,191
    From this org
    $497,945
    From related orgs
    $0
    Other
    $84,246
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $487,259
    Bonus
    $6,502
    Other
    $4,184
    Deferred
    $24,746
    Nontaxable benefits
    $59,500
    Filer's total
    $582,191

  • Sandhu Navneet

    RN

    Total calculated
    $316,599
    From this org
    $269,434
    From related orgs
    $0
    Other
    $47,165
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $268,276
    Bonus
    $1,158
    Other
    $0
    Deferred
    $13,296
    Nontaxable benefits
    $33,869
    Filer's total
    $316,599

  • Marsh Kevin

    RN

    Total calculated
    $314,087
    From this org
    $300,791
    From related orgs
    $0
    Other
    $13,296
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $300,480
    Bonus
    $311
    Other
    $0
    Deferred
    $13,296
    Nontaxable benefits
    $0
    Filer's total
    $314,087

  • Nguyen Tin

    Director, Pharmacy

    Total calculated
    $285,898
    From this org
    $264,428
    From related orgs
    $0
    Other
    $21,470
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,771
    Bonus
    $0
    Other
    $23,657
    Deferred
    $12,039
    Nontaxable benefits
    $9,431
    Filer's total
    $285,898

  • Pascua Helen

    RN, First Assistant

    Total calculated
    $260,587
    From this org
    $260,422
    From related orgs
    $0
    Other
    $165
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $257,477
    Bonus
    $0
    Other
    $2,945
    Deferred
    $0
    Nontaxable benefits
    $165
    Filer's total
    $260,587

  • Wolcott Daniel

    Former President thru 12/20

    Total calculated
    $770,049
    From this org
    $0
    From related orgs
    $704,271
    Other
    $65,778
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $704,271 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $65,778 related
    Filer's total
    $0 + $770,049 related

  • Larsen David - Former

    Finance Officer, CCR thru 04/19

    Total calculated
    $632,707
    From this org
    $0
    From related orgs
    $573,565
    Other
    $59,142
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $573,565 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $59,142 related
    Filer's total
    $0 + $632,707 related

  • Whitney Jason - Former

    Treasurer/Asst Secr thru 08/22

    Total calculated
    $611,644
    From this org
    $0
    From related orgs
    $531,850
    Other
    $79,794
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,050 related
    Bonus
    $0 + $95,082 related
    Other
    $0 + $42,718 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $66,498 related
    Filer's total
    $0 + $611,644 related

  • Wing Bill - Former

    Dir/Asst Secr/Vice Chair thru 01/22

    Total calculated
    $273,263
    From this org
    $0
    From related orgs
    $273,263
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $273,263 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $273,263 related

  • Nahapetian Arby - Former

    Care Div Medical Officer thru 02/22

    Total calculated
    $1,839,066
    From this org
    $0
    From related orgs
    $1,759,258
    Other
    $79,808
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,111,000 related
    Bonus
    $0 + $458,435 related
    Other
    $0 + $189,823 related
    Deferred
    $0 + $13,296 related
    Nontaxable benefits
    $0 + $66,512 related
    Filer's total
    $0 + $1,839,066 related

  • Jahn Andrew - Former

    Care Division President thru 02/22

    Total calculated
    $752,628
    From this org
    $0
    From related orgs
    $693,217
    Other
    $59,411
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,190 related
    Bonus
    $0 + $407,001 related
    Other
    $0 + $5,026 related
    Deferred
    $0 + $55,610 related
    Nontaxable benefits
    $0 + $3,801 related
    Filer's total
    $0 + $752,628 related

  • Cornwell Eric - Former

    Medical Officer thru 03/23

    Total calculated
    $223,501
    From this org
    $0
    From related orgs
    $199,641
    Other
    $23,860
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $199,641 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,860 related
    Filer's total
    $0 + $223,501 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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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, Lines 4a-b
Severance payments are made based upon agreements between certain qualifying employees and Adventist Health System/West. Details of the terms and conditions of the severance agreements are available to the IRS upon request. Cornwell, Eric - severance payment - $199,641 Jahn, Andrew - severance payment - $15,065 Larsen, David - severance payment - $567,118 Wing, Bill - severance payment - $271,535 Wolcott, Daniel - severance payment - $708,700 The Supplemental Executive Retirement Plan (SERP) is a defined contribution plan designed to encourage the participants continued employment with Adventist Health and is subject to the participants satisfying specified substantial risks of forfeiture. The SERP benefit distribution occurs when the executive achieves 30 years of Adventist health care service, 20 of which are to be as an executive and at least 10 are to be with Adventist Health System/West, and reaches age 60. Until that time, the SERP benefit is at risk to the creditors of Adventist Health. The SERP benefit is designed to help the executive receive employer-provided retirement benefit income equal to 60% of pre-retirement income. The SERP plan was frozen for new participants in 2016. Larsen, David - participant, no activity in 2023 Select executives agreed to participate in CAP-EX in place of a traditional insurance SERP. See Schedule L, Part V of Adventist Health System/West, for a broader description. Split-Dollar life participants are John Beaman, Kerry Heinrich, Todd Hofheins, Andrew Jahn, Jack Wagner, and Bill Wing. A flexible benefits plan (CAA) is offered to groups of highly-compensated employees meeting certain criteria. The participants are provided with an amount equivalent to 41 percent of their base compensation, less the value of their corporate provided benefits. The balance is set aside for nonvested deferred compensation that is subject to substantial risk of forfeiture and is at risk to the creditors of Adventist Health. Payouts occur according to the participants' payment elections after all substantial risks of forfeiture have lapsed. The plan was frozen for new non-vested contributions in 2016. Jahn, Andrew - participant, no activity in 2023

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
25 October 2025
IRS schema version
2024v5.2
Source object
202503109349300930

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