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Nonprofiteer
← COX MEDICAL GROUP

Form 990 for tax year 2022

Filed by COX MEDICAL GROUP.

Totals

Total revenue
$0
Total expenses
$314,224
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$314,224
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$314,224

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HOWARD JARVIS MD

    CHAIR

    Total calculated
    $483,137
    From this org
    $0
    From related orgs
    $438,389
    Other
    $44,748
    Hours/week
    1 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $438,389 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $26,970 related
    Nontaxable benefits
    $0 + $17,778 related
    Filer's total
    $0 + $483,137 related

  • BRETT HRONEK

    BOARD MEMBER

    Total calculated
    $613,289
    From this org
    $0
    From related orgs
    $561,100
    Other
    $52,189
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $561,100 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,411 related
    Nontaxable benefits
    $0 + $17,778 related
    Filer's total
    $0 + $613,289 related

  • BRIAN CLONTS

    BOARD MEMBER

    Total calculated
    $723,471
    From this org
    $0
    From related orgs
    $674,224
    Other
    $49,247
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $671,902 related
    Bonus
    $0
    Other
    $0 + $2,322 related
    Deferred
    $0 + $35,750 related
    Nontaxable benefits
    $0 + $13,497 related
    Filer's total
    $0 + $723,471 related

  • CARL PRICE

    BOARD MEMBER

    Total calculated
    $1,339,401
    From this org
    $0
    From related orgs
    $1,289,639
    Other
    $49,762
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,289,639 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,000 related
    Nontaxable benefits
    $0 + $15,762 related
    Filer's total
    $0 + $1,339,401 related

  • DAVID ZOLFAGHARI

    BOARD MEMBER

    Total calculated
    $1,238,668
    From this org
    $0
    From related orgs
    $1,199,429
    Other
    $39,239
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,199,429 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $39,239 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $1,238,668 related

  • JEREMY STURGELL

    BOARD MEMBER

    Total calculated
    $494,461
    From this org
    $0
    From related orgs
    $441,308
    Other
    $53,153
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $441,008 related
    Bonus
    $0
    Other
    $0 + $300 related
    Deferred
    $0 + $35,325 related
    Nontaxable benefits
    $0 + $17,828 related
    Filer's total
    $0 + $494,461 related

  • LOUIS KRENN

    BOARD MEMBER

    Total calculated
    $900,262
    From this org
    $0
    From related orgs
    $867,324
    Other
    $32,938
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $866,874 related
    Bonus
    $0
    Other
    $0 + $450 related
    Deferred
    $0 + $14,825 related
    Nontaxable benefits
    $0 + $18,113 related
    Filer's total
    $0 + $900,262 related

  • MARK ENTRUP

    BOARD MEMBER

    Total calculated
    $327,098
    From this org
    $0
    From related orgs
    $276,907
    Other
    $50,191
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,097 related
    Bonus
    $0
    Other
    $0 + $3,810 related
    Deferred
    $0 + $33,741 related
    Nontaxable benefits
    $0 + $16,450 related
    Filer's total
    $0 + $327,098 related

  • MAX BUETOW

    PRESIDENT & CEO

    Total calculated
    $1,027,333
    From this org
    $0
    From related orgs
    $809,328
    Other
    $218,005
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $743,426 related
    Bonus
    $0 + $63,787 related
    Other
    $0 + $2,115 related
    Deferred
    $0 + $201,493 related
    Nontaxable benefits
    $0 + $16,512 related
    Filer's total
    $0 + $1,027,333 related

  • ROBIN TROTMAN

    BOARD MEMBER

    Total calculated
    $360,952
    From this org
    $0
    From related orgs
    $327,549
    Other
    $33,403
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,859 related
    Bonus
    $0
    Other
    $0 + $690 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $18,153 related
    Filer's total
    $0 + $360,952 related

  • RON PRENGER

    BOARD MEMBER

    Total calculated
    $763,493
    From this org
    $0
    From related orgs
    $714,174
    Other
    $49,319
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $574,402 related
    Bonus
    $0 + $135,962 related
    Other
    $0 + $3,810 related
    Deferred
    $0 + $34,250 related
    Nontaxable benefits
    $0 + $15,069 related
    Filer's total
    $0 + $763,493 related

  • TIM BURNETT

    BOARD MEMBER

    Total calculated
    $277,406
    From this org
    $0
    From related orgs
    $246,736
    Other
    $30,670
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,466 related
    Bonus
    $0
    Other
    $0 + $270 related
    Deferred
    $0 + $12,892 related
    Nontaxable benefits
    $0 + $17,778 related
    Filer's total
    $0 + $277,406 related

  • ZACHARY SCHMITTLING

    BOARD MEMBER

    Total calculated
    $859,020
    From this org
    $0
    From related orgs
    $811,676
    Other
    $47,344
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $811,676 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $29,566 related
    Nontaxable benefits
    $0 + $17,778 related
    Filer's total
    $0 + $859,020 related

  • DAMARIS CROW

    SECRETARY

    Total calculated
    $72,204
    From this org
    $0
    From related orgs
    $60,226
    Other
    $11,978
    Hours/week
    1 + 40 related

  • JACOB MCWAY

    EVP, COXHEALTH CFO

    Total calculated
    $1,257,807
    From this org
    $0
    From related orgs
    $1,026,750
    Other
    $231,057
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $745,476 related
    Bonus
    $0 + $171,360 related
    Other
    $0 + $109,914 related
    Deferred
    $0 + $210,020 related
    Nontaxable benefits
    $0 + $21,037 related
    Filer's total
    $0 + $1,257,807 related

  • TIMOTHY JONES

    PRESIDENT CMG

    Total calculated
    $665,727
    From this org
    $0
    From related orgs
    $593,322
    Other
    $72,405
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $551,063 related
    Bonus
    $0 + $41,595 related
    Other
    $0 + $664 related
    Deferred
    $0 + $55,943 related
    Nontaxable benefits
    $0 + $16,462 related
    Filer's total
    $0 + $665,727 related

  • STEVE EDWARDS

    FORMER PRESIDENT & CEO

    Total calculated
    $1,881,741
    From this org
    $0
    From related orgs
    $1,720,045
    Other
    $161,696
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $987,148 related
    Bonus
    $0 + $414,960 related
    Other
    $0 + $317,937 related
    Deferred
    $0 + $140,438 related
    Nontaxable benefits
    $0 + $21,258 related
    Filer's total
    $0 + $1,881,741 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 · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 6b · Pay contingent on a related organization's net earnings

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Health or social club dues or initiation fees
MONTHLY SOCIAL CLUB DUES ARE INCLUDED IN THE TAXABLE COMPENSATION OF STEVE EDWARDS, FORMER CEO, AND JAKE MCWAY, CFO.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
STEVE EDWARDS, MAX BEUTOW, AND JACOB MCWAY PARTICIPATE IN A 457(F) NONQUALIFIED RETIREMENT PLAN WITH LESTER E. COX MEDICAL CENTERS: -STEVE EDWARDS RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $125,188. -STEVE EDWARDS RECEIVED AN EXECUTIVE 457(F) DISTRIBUTION OF $307,491, WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. - JACOB MCWAY RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $174,270. - JACOB MCWAY RECEIVED A 457(F) DISTRIBUTION OF $97,178, WHICH WAS REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990. - MAX BUETOW RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $172,368. - TIMOTHY JONES RECEIVED AN EXECUTIVE 457(F) CONTRIBUTION OF $41,750.
Schedule J, Part I, Line 6b Compensation contingent on net earnings of a related organization
KEY EMPLOYEES HAVE NET EARNINGS AS ONE COMPONENT OF A BALANCED SCORECARD METRIC CONTAINED WITHIN A BONUS PROGRAM. EMPLOYED PHYSICIANS ARE PAID BASED ON A SALARY, A FORMULA USING COLLECTIONS AND EXPENSES, AN AMOUNT PER RVU, OR A COMBINATION OF THESE. EXECUTIVE LEVEL STAFF ARE ELIGIBLE FOR ADDITIONAL COMPENSATION BASED ON A VARIETY OF PERFORMANCE INDICATORS IN QUALITY, CUSTOMER AND EMPLOYEE SATISFACTION AND BUSINESS PERFORMANCE MEASURES.
Schedule J, Part I, Line 3 ESTABLISHMENT OF TOP MANAGEMENT OFFICIAL COMPENSATION
FERRELL-DUNCAN CLINIC INC., A RELATED PARTY OF THE ORGANIZATION, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION FOR DR. TIMOTHY JONES, THE TOP MANAGEMENT OFFICIAL OF COX MEDICAL GROUP: WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE, APPROVAL BY COXHEALTH'S COMPENSATION COMPLIANCE COMMITTEE WITH FINAL APPROVAL BY THE BOARD COMPENSATION COMMITT AFTER FOLLOWING REBUTTABLE PRESUMPTION PROCEDURES.
Schedule J, Part II BOARD MEMBER COMPENSATION
NO COMPENSATION WAS PROVIDED FOR RESPONSIBILITIES ASSOCIATED WITH BEING A BOARD DIRECTOR. COMPENSATION REPORTED FOR SEVERAL BOARD MEMBERS LISTED ON SCHEDULE J REPRESENTS EMPLOYEE OR INDEPENDENT CONTRACTOR COMPENSATION UNRELATED TO SERVICE AS A BOARD MEMBER.
Schedule J, Part II, Column (F) COMPENSATION REPORTED ON PRIOR FORM 990
COMPENSATION IS REPORTED ON THE FORM 990 IN THE YEAR THAT THE COMPENSATION IS EARNED BY OR AWARDED TO AN INDIVIDUAL, EVEN IF THE COMPENSATION IS NOT PAID TO THE INDIVIDUAL, IS NOT FULLY VESTED, OR IS SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. IF COMPENSATION IS EARNED OR AWARDED IN ONE YEAR BUT PAID IN A LATER YEAR, THEN THE COMPENSATION IS REPORTED A SECOND TIME ON THE FORM 990 IN THE YEAR THE COMPENSATION IS VESTED OR PAID TO THE INDIVIDUAL.

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

No itemized grants to organizations 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
2022
Filed
14 August 2024
IRS schema version
2022v5.0
Source object
202412279349302671

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

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