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Nonprofiteer
← TMH PHYSICIAN ORGANIZATION

Form 990 for tax year 2023

Filed by TMH PHYSICIAN ORGANIZATION.

Totals

Total revenue
$1,100,381,977
Total expenses
$1,115,822,197
Contributions and grants received
$9,091,369
Grants paid
$0
Program service revenue
$1,091,256,530
Investment income
$31,553
Other revenue
$2,525
Total assets, end of year
$131,952,106
Total liabilities, end of year
$132,669,161
Net assets or fund balances, end of year
-$717,055
Program services expenses (Part IX)
$1,086,578,923
Management and general expenses
$29,243,274
Fundraising expenses
$0
Program service expenses (Part III)
$1,086,578,923

Program services were 97.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT A PHILLIPS MD PHD

    DIR, CHAIR, PRES/CEO, PART YR

    Total calculated
    $1,471,421
    From this org
    $0
    From related orgs
    $1,464,422
    Other
    $6,999
    Hours/week
    24 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $99,002 related
    Bonus
    $0 + $1,071,898 related
    Other
    $0 + $293,522 related
    Deferred
    $0 + $6,908 related
    Nontaxable benefits
    $0 + $91 related
    Filer's total
    $0 + $1,471,421 related

  • SHLOMIT SCHAAL MD PHD

    DIRECTOR, CHAIR, PRES & CEO

    Total calculated
    $1,048,840
    From this org
    $0
    From related orgs
    $819,231
    Other
    $229,609
    Hours/week
    24 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $699,851 related
    Bonus
    $0 + $103,846 related
    Other
    $0 + $15,534 related
    Deferred
    $0 + $185,000 related
    Nontaxable benefits
    $0 + $44,609 related
    Filer's total
    $0 + $1,048,840 related

  • A OSAMA GABER MD

    DIRECTOR

    Total calculated
    $1,533,329
    From this org
    $1,479,211
    From related orgs
    $0
    Other
    $54,118
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,282,571
    Bonus
    $155,532
    Other
    $41,108
    Deferred
    $30,600
    Nontaxable benefits
    $23,518
    Filer's total
    $1,533,329

  • ALAN LUMSDEN MD

    DIRECTOR

    Total calculated
    $1,209,064
    From this org
    $1,144,349
    From related orgs
    $0
    Other
    $64,715
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $936,056
    Bonus
    $178,575
    Other
    $29,718
    Deferred
    $30,600
    Nontaxable benefits
    $34,115
    Filer's total
    $1,209,064

  • AMY NAQUIN-CHAPPEL MD

    DIRECTOR

    Total calculated
    $406,356
    From this org
    $363,854
    From related orgs
    $0
    Other
    $42,502
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $345,495
    Bonus
    $2,271
    Other
    $16,088
    Deferred
    $27,600
    Nontaxable benefits
    $14,902
    Filer's total
    $406,356

  • ANDREW LEE MD

    DIRECTOR

    Total calculated
    $652,837
    From this org
    $599,939
    From related orgs
    $0
    Other
    $52,898
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $460,676
    Bonus
    $101,033
    Other
    $38,230
    Deferred
    $30,600
    Nontaxable benefits
    $22,298
    Filer's total
    $652,837

  • BENJAMIN WEINSTEIN MD

    DIRECTOR

    Total calculated
    $629,083
    From this org
    $564,345
    From related orgs
    $0
    Other
    $64,738
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $559,051
    Bonus
    $0
    Other
    $5,294
    Deferred
    $27,600
    Nontaxable benefits
    $37,138
    Filer's total
    $629,083

  • CARL HICKS MD

    DIRECTOR

    Total calculated
    $817,971
    From this org
    $751,701
    From related orgs
    $0
    Other
    $66,270
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $733,372
    Bonus
    $2,885
    Other
    $15,444
    Deferred
    $30,600
    Nontaxable benefits
    $35,670
    Filer's total
    $817,971

  • DANIELLE ANTOSH MD

    DIRECTOR, PART YR

    Total calculated
    $572,711
    From this org
    $508,159
    From related orgs
    $0
    Other
    $64,552
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $417,379
    Bonus
    $89,018
    Other
    $1,762
    Deferred
    $30,600
    Nontaxable benefits
    $33,952
    Filer's total
    $572,711

  • DIEGO R MARTIN MD PHD

    DIRECTOR

    Total calculated
    $814,395
    From this org
    $769,144
    From related orgs
    $0
    Other
    $45,251
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $621,400
    Bonus
    $132,300
    Other
    $15,444
    Deferred
    $27,600
    Nontaxable benefits
    $17,651
    Filer's total
    $814,395

  • E BRIAN BUTLER MD

    DIRECTOR

    Total calculated
    $1,125,119
    From this org
    $1,070,718
    From related orgs
    $0
    Other
    $54,401
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $697,200
    Bonus
    $343,800
    Other
    $29,718
    Deferred
    $30,600
    Nontaxable benefits
    $23,801
    Filer's total
    $1,125,119

  • ELEFTHERIOS MYLONAKISMDPHD

    DIRECTOR

    Total calculated
    $772,546
    From this org
    $716,522
    From related orgs
    $0
    Other
    $56,024
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $608,395
    Bonus
    $100,000
    Other
    $8,127
    Deferred
    $27,600
    Nontaxable benefits
    $28,424
    Filer's total
    $772,546

  • GAVIN BRITZ MD

    DIRECTOR

    Total calculated
    $1,741,405
    From this org
    $1,688,507
    From related orgs
    $0
    Other
    $52,898
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,043,850
    Bonus
    $597,213
    Other
    $47,444
    Deferred
    $30,600
    Nontaxable benefits
    $22,298
    Filer's total
    $1,741,405

  • JAIME GATENO DDS MD

    DIRECTOR

    Total calculated
    $829,288
    From this org
    $747,992
    From related orgs
    $0
    Other
    $81,296
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $707,411
    Bonus
    $25,137
    Other
    $15,444
    Deferred
    $30,600
    Nontaxable benefits
    $50,696
    Filer's total
    $829,288

  • JAMES M MUSSER MD PHD

    DIRECTOR

    Total calculated
    $1,182,953
    From this org
    $1,117,393
    From related orgs
    $0
    Other
    $65,560
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $918,777
    Bonus
    $131,250
    Other
    $67,366
    Deferred
    $33,600
    Nontaxable benefits
    $31,960
    Filer's total
    $1,182,953

  • JENNY CHANG MD

    DIRECTOR

    Total calculated
    $1,043,255
    From this org
    $995,047
    From related orgs
    $0
    Other
    $48,208
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $743,759
    Bonus
    $135,844
    Other
    $115,444
    Deferred
    $30,600
    Nontaxable benefits
    $17,608
    Filer's total
    $1,043,255

  • JUN LI MD

    DIRECTOR

    Total calculated
    $698,022
    From this org
    $640,444
    From related orgs
    $0
    Other
    $57,578
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $622,596
    Bonus
    $2,404
    Other
    $15,444
    Deferred
    $52,600
    Nontaxable benefits
    $4,978
    Filer's total
    $698,022

  • KATHLEEN KOBASHI MD

    DIRECTOR

    Total calculated
    $964,806
    From this org
    $901,536
    From related orgs
    $0
    Other
    $63,270
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $806,645
    Bonus
    $84,679
    Other
    $10,212
    Deferred
    $27,600
    Nontaxable benefits
    $35,670
    Filer's total
    $964,806

  • KEVIN VARNER MD

    DIRECTOR

    Total calculated
    $1,707,289
    From this org
    $1,621,433
    From related orgs
    $0
    Other
    $85,856
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,324,721
    Bonus
    $286,650
    Other
    $10,062
    Deferred
    $33,600
    Nontaxable benefits
    $52,256
    Filer's total
    $1,707,289

  • MASAYOSHI TAKASHIMA MD

    DIRECTOR

    Total calculated
    $929,670
    From this org
    $864,840
    From related orgs
    $0
    Other
    $64,830
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $749,176
    Bonus
    $110,282
    Other
    $5,382
    Deferred
    $27,600
    Nontaxable benefits
    $37,230
    Filer's total
    $929,670

  • PEDRO T RAMIREZ MD

    DIRECTOR

    Total calculated
    $638,701
    From this org
    $609,489
    From related orgs
    $0
    Other
    $29,212
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $450,160
    Bonus
    $152,750
    Other
    $6,579
    Deferred
    $27,600
    Nontaxable benefits
    $1,612
    Filer's total
    $638,701

  • PETER T NGUYEN MD

    DIRECTOR

    Total calculated
    $208,212
    From this org
    $0
    From related orgs
    $208,212
    Other
    $0
    Hours/week
    2 + 2 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $208,212 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $208,212 related

  • RANDOLPH H STEADMAN MD

    DIRECTOR

    Total calculated
    $718,241
    From this org
    $667,511
    From related orgs
    $0
    Other
    $50,730
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $562,878
    Bonus
    $76,300
    Other
    $28,333
    Deferred
    $27,600
    Nontaxable benefits
    $23,130
    Filer's total
    $718,241

  • RICHARD J ROBBINS MD

    DIRECTOR, PART YR

    Total calculated
    $827,439
    From this org
    $783,190
    From related orgs
    $0
    Other
    $44,249
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $397,324
    Bonus
    $94,264
    Other
    $291,602
    Deferred
    $30,515
    Nontaxable benefits
    $13,734
    Filer's total
    $827,439

  • STUART M DOBBS MD

    DIRECTOR

    Total calculated
    $555,332
    From this org
    $496,172
    From related orgs
    $0
    Other
    $59,160
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $404,855
    Bonus
    $76,000
    Other
    $15,317
    Deferred
    $27,600
    Nontaxable benefits
    $31,560
    Filer's total
    $555,332

  • STUART L SOLOMON MD

    DIRECTOR, PART YR

    Total calculated
    $886
    From this org
    $0
    From related orgs
    $886
    Other
    $0
    Hours/week
    2 + 2 related

  • WILLIAM ZOGHBI MD

    DIRECTOR

    Total calculated
    $913,399
    From this org
    $874,821
    From related orgs
    $0
    Other
    $38,578
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $773,440
    Bonus
    $71,663
    Other
    $29,718
    Deferred
    $33,600
    Nontaxable benefits
    $4,978
    Filer's total
    $913,399

  • EDWARD L TYRRELL

    TREASURER

    Total calculated
    $1,312,663
    From this org
    $0
    From related orgs
    $1,176,928
    Other
    $135,735
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $503,100 related
    Bonus
    $0 + $375,830 related
    Other
    $0 + $297,998 related
    Deferred
    $0 + $112,867 related
    Nontaxable benefits
    $0 + $22,868 related
    Filer's total
    $0 + $1,312,663 related

  • DAVID W CAMPBELL IV

    VP, PRACTICE OPERATIONS & REV CYCLE

    Total calculated
    $425,921
    From this org
    $355,045
    From related orgs
    $0
    Other
    $70,876
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $254,824
    Bonus
    $74,692
    Other
    $25,529
    Deferred
    $49,350
    Nontaxable benefits
    $21,526
    Filer's total
    $425,921

  • JEFF CARR

    VP OF FINANCE, ADMIN, MANAGED CARE

    Total calculated
    $630,919
    From this org
    $539,885
    From related orgs
    $0
    Other
    $91,034
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $351,759
    Bonus
    $156,068
    Other
    $32,058
    Deferred
    $76,642
    Nontaxable benefits
    $14,392
    Filer's total
    $630,919

  • KEVIN J BURNS

    SECRETARY

    Total calculated
    $2,429,955
    From this org
    $0
    From related orgs
    $2,152,714
    Other
    $277,241
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,089,165 related
    Bonus
    $0 + $743,761 related
    Other
    $0 + $319,788 related
    Deferred
    $0 + $240,778 related
    Nontaxable benefits
    $0 + $36,463 related
    Filer's total
    $0 + $2,429,955 related

  • STEPHEN E SPIELMAN

    CHIEF OPERATING OFFICER

    Total calculated
    $1,045,357
    From this org
    $905,374
    From related orgs
    $0
    Other
    $139,983
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $532,625
    Bonus
    $307,779
    Other
    $64,970
    Deferred
    $116,340
    Nontaxable benefits
    $23,643
    Filer's total
    $1,045,357

  • LORA BURGER

    VP-FINANCE

    Total calculated
    $402,104
    From this org
    $334,690
    From related orgs
    $0
    Other
    $67,414
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $241,908
    Bonus
    $91,843
    Other
    $939
    Deferred
    $53,560
    Nontaxable benefits
    $13,854
    Filer's total
    $402,104

  • WARREN ELLSWORTH

    PHYSICIAN

    Total calculated
    $3,332,820
    From this org
    $3,278,665
    From related orgs
    $0
    Other
    $54,155
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,415,640
    Bonus
    $1,859,515
    Other
    $3,510
    Deferred
    $30,600
    Nontaxable benefits
    $23,555
    Filer's total
    $3,332,820

  • ALDONA SPIEGEL

    PHYSICIAN

    Total calculated
    $2,448,593
    From this org
    $2,377,792
    From related orgs
    $0
    Other
    $70,801
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $2,575,226
    Bonus
    -$202,816
    Other
    $5,382
    Deferred
    $33,600
    Nontaxable benefits
    $37,201
    Filer's total
    $2,448,593

  • ANTHONY ECHO

    PHYSICIAN

    Total calculated
    $2,605,976
    From this org
    $2,557,798
    From related orgs
    $0
    Other
    $48,178
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $976,615
    Bonus
    $1,577,673
    Other
    $3,510
    Deferred
    $30,600
    Nontaxable benefits
    $17,578
    Filer's total
    $2,605,976

  • DAVID BASKIN

    PHYSICIAN

    Total calculated
    $2,084,816
    From this org
    $2,017,007
    From related orgs
    $0
    Other
    $67,809
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $982,186
    Bonus
    $1,013,809
    Other
    $21,012
    Deferred
    $33,600
    Nontaxable benefits
    $34,209
    Filer's total
    $2,084,816

  • STEVEN BENJAMIN ALBRIGHT

    PHYSICIAN

    Total calculated
    $1,880,443
    From this org
    $1,815,613
    From related orgs
    $0
    Other
    $64,830
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $838,631
    Bonus
    $974,642
    Other
    $2,340
    Deferred
    $27,600
    Nontaxable benefits
    $37,230
    Filer's total
    $1,880,443

  • ROBERTA L SCHWARTZ PHD

    VP,FORMER OFFICER

    Total calculated
    $2,938,268
    From this org
    $0
    From related orgs
    $2,612,301
    Other
    $325,967
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,275,153 related
    Bonus
    $0 + $904,050 related
    Other
    $0 + $433,098 related
    Deferred
    $0 + $281,878 related
    Nontaxable benefits
    $0 + $44,089 related
    Filer's total
    $0 + $2,938,268 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, 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

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE CEO OF THIS ORGANIZATION IS EMPLOYED BY A RELATED ORGANIZATION WHO UTILIZED THE FOLLOWING ITEMS TO ESTABLISH COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4A
HOUSTON METHODIST (HM) HAS A FORMAL SEVERANCE PLAN. ELIGIBLE EMPLOYEES INCLUDE ALL FULL-TIME AND PART-TIME (NOT TEMPORARY OR PRN) STAFF INCLUDING HOURLY STAFF UP THROUGH SENIOR VICE PRESIDENTS PROVIDED THEY WORK AT LEAST 20 HOURS PER WEEK AND ARE NOT OTHERWISE COVERED BY A PHYSICIAN EMPLOYMENT AGREEMENT. THE PLAN ONLY PROVIDES SALARY AND BENEFITS IN THE EVENT AN ELIGIBLE EMPLOYEE IS INVOLUNTARILY TERMINATED DUE TO THE ELIMINATION OF THEIR POSITION OR IF THEIR CURRENT POSITION IS SIGNIFICANTLY IMPACTED BY AN ORGANIZATIONAL RESTRUCTURING OR CHANGE IN REQUIREMENT AND A COMPARABLE POSITION IS NOT AVAILABLE WITHIN THE ORGANIZATION. THE ELIGIBLE PERSON MUST ALSO SIGN A TERMINATION AGREEMENT IN ORDER TO RECEIVE SALARY CONTINUATION AND BENEFITS UNDER THE PLAN TO WHICH THEY WOULD NOT NORMALLY BE ELIGIBLE TO RECEIVE UNDER A VOLUNTARY RESIGNATION. NO SEVERANCE PAYMENT WAS MADE FROM THIS PLAN DURING 2023.
PART I, LINE 4B
THE SUPPLEMENTAL PHYSICIAN RETIREMENT PLAN IS A NON-QUALIFIED EMPLOYER FUNDED PLAN. FUNDING IS BASED UPON A PREDETERMINED PERCENTAGE OF BASE SALARY PAID. CONTRIBUTIONS ARE MADE BIWEEKLY INTO A TAX DEFERRED ACCOUNT AND ARE CONSIDERED TAXABLE UPON VESTING (I.E. COMPLETION OF THREE YEARS OF VESTING SERVICE). ONCE VESTED, EACH YEAR'S SUBSEQUENT CONTRIBUTION IS TAXABLE WITHIN THE CALENDAR YEAR IN WHICH THE DEPOSIT WAS MADE. ACCOUNT BALANCES CANNOT BE ACCESSED UNTIL RETIREMENT OR TERMINATION (WHICHEVER OCCURS FIRST) AND MAY BE SUBJECT TO NON-REVOCABLE DISTRIBUTION OPTIONS SELECTED UPON ELECTION. THE SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN IS A NON-QUALIFIED EMPLOYER FUNDED PLAN. CONTRIBUTIONS ARE MADE ANNUALLY INTO A TAX DEFERRED ACCOUNT AND ARE CONSIDERED TAXABLE UPON VESTING (I.E. COMPLETION OF THREE YEARS OF VESTING SERVICE). ONCE VESTED, EACH YEAR'S SUBSEQUENT CONTRIBUTION IS TAXABLE WITHIN THE CALENDAR YEAR IN WHICH THE DEPOSIT WAS MADE. ACCOUNT BALANCES CANNOT BE ACCESSED UNTIL RETIREMENT OR TERMINATION (WHICHEVER OCCURS FIRST) AND MAY BE SUBJECT TO NON-REVOCABLE DISTRIBUTION OPTIONS SELECTED UPON ELECTION. THE FOLLOWING SPRP PAYMENT WAS MADE FROM THIS PLAN DURING THE TAX YEAR ENDED DECEMBER 31, 2023: RICHARD J ROBBINS $615,169.
PART I, LINE 7
THIS ORGANIZATION PROVIDES VARIABLE COMPENSATION OPPORTUNITY THROUGH AN ANNUAL MANAGEMENT INCENTIVE PLAN. EMPLOYEES AT THE SUPERVISOR LEVEL AND ABOVE MAY BE ELIGIBLE TO PARTICIPATE. THE ANNUAL INCENTIVE PROGRAM IS BASED ON SYSTEM AND OPERATING ENTITY LEVEL PERFORMANCE IN THE AREAS OF QUALITY IMPROVEMENT OUTCOMES, PATIENT SATISFACTION AND FINANCIAL PERFORMANCE. IN ADDITION, A PORTION OF THE PAYOUT PERCENTAGE IS BASED ON GOALS THAT ARE SPECIFIC TO THE PARTICIPANTS' MANAGEMENT ROLES AT THE DIVISION OR DEPARTMENT LEVEL INCLUDING BUT NOT LIMITED TO SUCH METRICS AS OPERATING RESULTS, QUALITY AND SAFETY IMPROVEMENTS, OR CUSTOMER SATISFACTION MEASURES. DETERMINATION OF A PARTICIPANT'S PERCENTAGE OF THE POTENTIAL BONUS PAYOUT (PAID AS A PERCENT OF BASE SALARY) IS BASED ON WHETHER THE INDIVIDUAL ATTAINS AGREED UPON GOALS FOR THEIR AREA OF RESPONSIBILITY AS DETERMINED BY THEIR IMMEDIATE SUPERVISOR AS WELL AS ENTITY AND SYSTEM GOALS MET. THIS ORGANIZATION ALSO HAS THE DEFERRED RETENTION BONUS PLAN (DRBP), A NONQUALIFIED EMPLOYER FUNDED PLAN. CONTRIBUTIONS ARE MADE TO ELIGIBLE EMPLOYEES EACH YEAR BASED UPON THEIR POSITION THROUGHOUT THE PLAN YEAR WHICH RUNS JULY 1 TO JUNE 30. EACH YEAR'S CONTRIBUTION IS SUBJECT TO THREE YEAR LAPSE TIME CLASS VESTING AT WHICH TIME THE VESTED CONTRIBUTION IS PAID OUT TO THE EMPLOYEE AND TAXED.

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.

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.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
16 October 2024
IRS schema version
2023v5.1
Source object
202412909349300226

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