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Nonprofiteer
← PHOEBE PHYSICIAN GROUP INC

Form 990 for tax year 2023

Filed by PHOEBE PHYSICIAN GROUP INC.

Totals

Total revenue
$246,669,072
Total expenses
$246,669,072
Contributions and grants received
$747,871
Grants paid
$0
Program service revenue
$94,295,794
Investment income
$58,886
Other revenue
$151,566,521
Total assets, end of year
$45,935,836
Total liabilities, end of year
$48,329,073
Net assets or fund balances, end of year
-$2,393,237
Program services expenses (Part IX)
$211,059,411
Management and general expenses
$35,609,661
Fundraising expenses
$0
Program service expenses (Part III)
$211,059,411

Program services were 85.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHIRAG JANI MD

    BOARD MBR/PH

    Total calculated
    $1,953,607
    From this org
    $1,900,302
    From related orgs
    $0
    Other
    $53,305
    Hours/week
    41 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,616,562
    Bonus
    $259,998
    Other
    $23,742
    Deferred
    $5,483
    Nontaxable benefits
    $47,822
    Filer's total
    $1,953,607

  • SCOTT STEINER

    BD MEM/PPHS

    Total calculated
    $1,933,323
    From this org
    $0
    From related orgs
    $1,644,766
    Other
    $288,557
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    not reported + $913,089 related
    Bonus
    not reported + $359,661 related
    Other
    not reported + $372,016 related
    Deferred
    not reported + $245,402 related
    Nontaxable benefits
    not reported + $43,155 related
    Filer's total
    not reported + $1,933,323 related

  • DANIEL MARTIN MD

    BOARD MBR/PH

    Total calculated
    $1,745,726
    From this org
    $1,697,006
    From related orgs
    $0
    Other
    $48,720
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $1,361,115
    Bonus
    $315,581
    Other
    $20,310
    Deferred
    $8,550
    Nontaxable benefits
    $40,170
    Filer's total
    $1,745,726

  • JOHN FENNESSY MD

    PHYSICIAN

    Total calculated
    $1,680,357
    From this org
    $1,626,851
    From related orgs
    $0
    Other
    $53,506
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $986,816
    Bonus
    $592,117
    Other
    $47,918
    Deferred
    $8,550
    Nontaxable benefits
    $44,956
    Filer's total
    $1,680,357

  • JOSE TONGOL MD

    PHYSICIAN

    Total calculated
    $1,627,099
    From this org
    $1,584,805
    From related orgs
    $0
    Other
    $42,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $982,111
    Bonus
    $579,630
    Other
    $23,064
    Deferred
    $8,550
    Nontaxable benefits
    $33,744
    Filer's total
    $1,627,099

  • JAMES COMAN JR MD

    PHYSICIAN

    Total calculated
    $1,603,421
    From this org
    $1,563,754
    From related orgs
    $0
    Other
    $39,667
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,041,431
    Bonus
    $512,876
    Other
    $9,447
    Deferred
    $8,550
    Nontaxable benefits
    $31,117
    Filer's total
    $1,603,421

  • TROY SKIDMORE MD

    PHYSICIAN

    Total calculated
    $1,454,457
    From this org
    $1,414,294
    From related orgs
    $0
    Other
    $40,163
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $989,507
    Bonus
    $386,445
    Other
    $38,342
    Deferred
    $8,550
    Nontaxable benefits
    $31,613
    Filer's total
    $1,454,457

  • LAMAR HOUSTON MOREE JR MD

    VICE-CHAIR/P

    Total calculated
    $1,192,122
    From this org
    $1,156,963
    From related orgs
    $0
    Other
    $35,159
    Hours/week
    51 + 1 related

    Schedule J breakdown matched by us

    Base
    $1,073,402
    Bonus
    $72,437
    Other
    $11,124
    Deferred
    $8,550
    Nontaxable benefits
    $26,609
    Filer's total
    $1,192,122

  • BRIAN CHURCH

    BD MEMB/PPHS

    Total calculated
    $1,039,725
    From this org
    $0
    From related orgs
    $851,457
    Other
    $188,268
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    not reported + $639,571 related
    Bonus
    not reported + $191,846 related
    Other
    not reported + $20,040 related
    Deferred
    not reported + $143,311 related
    Nontaxable benefits
    not reported + $44,957 related
    Filer's total
    not reported + $1,039,725 related

  • WAEL AZER MD

    PHYSICIAN

    Total calculated
    $968,668
    From this org
    $942,348
    From related orgs
    $0
    Other
    $26,320
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $612,562
    Bonus
    $233,444
    Other
    $96,342
    Deferred
    $8,550
    Nontaxable benefits
    $17,770
    Filer's total
    $968,668

  • SURESH LAKHANPAL MD

    PPG PRES

    Total calculated
    $938,415
    From this org
    $0
    From related orgs
    $883,679
    Other
    $54,736
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $661,797 related
    Bonus
    not reported + $197,060 related
    Other
    not reported + $24,822 related
    Deferred
    not reported + $8,550 related
    Nontaxable benefits
    not reported + $46,186 related
    Filer's total
    not reported + $938,415 related

  • SANJAY MUNIREDDY MD

    BOARD MBR/PH

    Total calculated
    $868,217
    From this org
    $814,942
    From related orgs
    $0
    Other
    $53,275
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $717,855
    Bonus
    $96,277
    Other
    $810
    Deferred
    $8,492
    Nontaxable benefits
    $44,783
    Filer's total
    $868,217

  • MARK COHEN MD

    BOARD MBR/PH

    Total calculated
    $814,047
    From this org
    $774,369
    From related orgs
    $0
    Other
    $39,678
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $763,245
    Bonus
    not reported
    Other
    $11,124
    Deferred
    $8,550
    Nontaxable benefits
    $31,128
    Filer's total
    $814,047

  • RICHARD BOWE MD

    CHAIR/PHYSIC

    Total calculated
    $774,710
    From this org
    $738,279
    From related orgs
    $0
    Other
    $36,431
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $617,188
    Bonus
    $96,827
    Other
    $24,264
    Deferred
    $8,550
    Nontaxable benefits
    $27,881
    Filer's total
    $774,710

  • DAWN BENSON

    SVP-GENERAL

    Total calculated
    $732,014
    From this org
    $0
    From related orgs
    $655,137
    Other
    $76,877
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    not reported + $436,014 related
    Bonus
    not reported + $129,693 related
    Other
    not reported + $89,430 related
    Deferred
    not reported + $76,877 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $732,014 related

  • KATHERINE HUDSON MD

    BOARD MBR/PH

    Total calculated
    $681,150
    From this org
    $646,949
    From related orgs
    $0
    Other
    $34,201
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $413,678
    Bonus
    $26,958
    Other
    $206,313
    Deferred
    $6,020
    Nontaxable benefits
    $28,181
    Filer's total
    $681,150

  • JASON LANGER DO FACS FACOS

    BOARD MBR/PH

    Total calculated
    $567,936
    From this org
    $543,376
    From related orgs
    $0
    Other
    $24,560
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $532,106
    Bonus
    $2,757
    Other
    $8,513
    Deferred
    $8,550
    Nontaxable benefits
    $16,010
    Filer's total
    $567,936

  • MATTHEW ROBERTSON

    CAO

    Total calculated
    $390,818
    From this org
    $344,096
    From related orgs
    $0
    Other
    $46,722
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $280,786
    Bonus
    $62,674
    Other
    $636
    Deferred
    $5,031
    Nontaxable benefits
    $41,691
    Filer's total
    $390,818

  • DEREK HEARD MD

    VICE CHAIR/P

    Total calculated
    $379,726
    From this org
    $336,139
    From related orgs
    $0
    Other
    $43,587
    Hours/week
    41 + 1 related

    Schedule J breakdown matched by us

    Base
    $270,244
    Bonus
    $44,772
    Other
    $21,123
    Deferred
    $6,104
    Nontaxable benefits
    $37,483
    Filer's total
    $379,726

  • WILLIAM PEAVY FRICKS JR MD

    BD MBR/PHYS.

    Total calculated
    $209,727
    From this org
    $175,436
    From related orgs
    $0
    Other
    $34,291
    Hours/week
    41

    Schedule J breakdown matched by us

    Base
    $148,422
    Bonus
    $11,494
    Other
    $15,520
    Deferred
    $5,192
    Nontaxable benefits
    $29,099
    Filer's total
    $209,727

  • JAY SHARPE

    BRD MBR LEFT

    Total calculated
    $0
    Hours/week
    1 + 1 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

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)

SCHEDULE J, PAGE 1, PART I, LINE 3
NONE OF THE INDIVIDUAL BOARD MEMBERS OR OFFICERS ARE COMPENSATED BY THE FILING ORGANIZATION. THE FILING ORGANIZATION, INSTEAD, RELIES ON THE METHODS USED BY PPHS, THE SOLE MEMBER, TO ESTABLISH COMPENSATION OF THE CEO AND EXECUTIVE OFFICERS. COMPENSATION DETERMINATION BY PPHS INCLUDES AN INDEPENDENT COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT AND SURVEYS, AND BOARD APPROVAL. THESE METHODS ARE WELL DOCUMENTED.
SCHEDULE J, PAGE 1, PART I, LINE 4
SCOTT STEINER 0 587,046 0 BRIAN CHURCH 0 134,761 0 DAWN BENSON 0 135,039 0
SCHEDULE J, PART III
SCHEDULE J, PART I, LINE 4 - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: DEFERRED COMPENSATION PLAN 457(B): THE DEFERRED COMPENSATION PLAN IS AN ADDITIONAL RETIREMENT PLAN OFFERED THROUGH PHOEBE PUTNEY. THE 457(B) PLAN IS AN ELIGIBLE DEFERRED COMPENSATION PLAN THAT ALLOWS ONE TO DEFER ADDITIONAL DOLLARS TOWARDS RETIREMENT. HIGHLIGHTS INCLUDE: O NOT LIMITED BY THE AMOUNTS DEFERRED INTO THE PHOEBE 403(B) O PLAN IS SUBJECT TO ANNUAL DEFERRAL LIMITS SET BY THE IRS O PER IRS REGULATIONS, EACH PARTICIPANT IS A GENERAL UNSECURED CREDITOR OF THE PLAN SPONSOR. AN ELIGIBLE EMPLOYEE IS ONE WHO IS DETERMINED BY THE EMPLOYER TO BE A MEMBER OF A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITHIN THE MEANING OF SECTIONS 201(2), 301(A)(3), AND 401(A)(1) OF ERISA. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) 457(F): PPHS RELIES ON AN INDEPENDENT COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, SURVEYS, WELL DOCUMENTED METHODS AND BOARD APPROVAL TO ESTABLISH TOTAL COMPENSATION OF THE CEO AND EXECUTIVE OFFICERS. CERTAIN BOARD APPROVED EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN A SERP THAT PROVIDES CERTAIN DEFINED ANNUAL PAY CREDITS THAT ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE PURPOSE OF THE SERP IS TO PROVIDE A LONG-TERM INCENTIVE AND RETIREMENT BENEFIT FOR AFFECTED EXECUTIVES CONSISTENT WITH THE BENEFIT AVAILABLE TO EMPLOYEES NOT IMPACTED BY IRS COMPENSATION LIMITS ON DEFINED BENEFIT PLANS. THE AMOUNTS REPORTED AS SUPPLEMENTAL EXECUTIVE RETIREMENT COMPENSATION FOR ELIGIBLE EMPLOYEES IN SCHEDULE J REPRESENT CREDITED, BUT NOT VESTED, BENEFITS, AND THE AMOUNTS ARE AVAILABLE IN FUTURE PERIODS TO THE EMPLOYEE SUBJECT TO CONTINUING EMPLOYMENT. PPHS MAINTAINS OWNERSHIP OF THE FUNDS ALLOCATED TO EACH PARTICIPANT UNTIL VESTING AND PAYMENT. FOR A PARTICIPANT IN THE SERP PRIOR TO 1/1/2017 (A "GRANDFATHERED PARTICIPANT"), WITH PAY CREDITS FOR PLAN YEARS BEGINNING PRIOR TO 1/1/2020, THE INITIAL VESTING DATE WILL OCCUR ON THE DATE THE PARTICIPANT ATTAINS FIVE YEARS OF PARTICIPATION UNDER THE PLAN. AFTER THE INITIAL VESTING DATE, A GRANDFATHERED PARTICIPANT SHALL HAVE A NEW VESTING DATE ONCE EVERY 5 YEARS. THESE ADDITIONAL VESTING DATES WILL OCCUR ON THE 5TH ANNIVERSARY OF EACH VESTING DATE AFTER THE INITIAL VESTING DATE. ON EACH VESTING DATE, A GRANDFATHERED PARTICIPANT WILL BECOME 100% VESTED IN AN AMOUNT EQUAL TO THE PARTICIPANT'S ACCOUNT BALANCE REDUCED BY ANY PAY CREDITS CREDITED TO THE ACCOUNT FOR THE 2 MOST RECENT PLAN YEARS. GRANDFATHERED PARTICIPANTS WITH PAY CREDITS FOR PLAN YEARS BEGINNING ON OR AFTER 1/1/2020, EACH YEAR'S ANNUAL PAY CREDIT PLUS SUBSEQUENT EARNINGS AND/OR LOSSES WILL VEST AFTER 5 YEARS OF CONTINUOUS EMPLOYMENT. EACH CONTRIBUTION IS SUBJECT TO A SEPARATE AND INDEPENDENT 5 YEAR CONTINUOUS EMPLOYMENT REQUIREMENT. FOR PARTICIPANTS INITIALLY PARTICIPATING IN THE SERP AFTER 12/31/2016 (A "CONTEMPORARY PARTICIPANT"), EACH YEAR'S ANNUAL PAY CREDIT PLUS SUBSEQUENT EARNINGS AND/OR LOSSES WILL 100% VEST ON THAT PAY CREDITS' 5TH ANNIVERSARY, PROVIDED THAT THE PARTICIPANT REMAINS IN THE CONTINUOUS EMPLOYMENT THROUGHOUT THE 5-YEAR PERIOD FOR EACH ANNUAL PAY CREDIT. IF ANY ELIGIBLE PARTICIPANT ATTAINS NORMAL RETIREMENT AGE PRIOR TO SEPARATION FROM SERVICE, THEY SHALL VEST IN 100% OF THE ACCOUNT BALANCE. ONCE VESTED, EACH PARTICIPANT SHALL RECEIVE A DISTRIBUTION OF THEIR ENTIRE VESTED AMOUNT WITHIN A REASONABLE PERIOD NOT TO EXCEED 2.5 MONTHS. THIS DISTRIBUTION IS TREATED AS REPORTABLE COMPENSATION TO THE PARTICIPANT AND IS INCLUDED IN PART II, COLUMN B(III). THEREFORE, PART II, COLUMN B(III) INCLUDES PRIOR YEAR SERP DEFERRALS PREVIOUSLY REPORTED IN PART II, COLUMN C. ANY DISTRIBUTION AMOUNT INCLUDED IN PART II, COLUMN B(III) THAT WAS PREVIOUSLY REPORTED IN PRIOR PERIODS AS DEFERRED COMPENSATION IN PART II, COLUMN C IS DISCLOSED IN PART II, COLUMN F. SCHEDULE J, PART II, COLUMN B(II) CERTAIN EXECUTIVE OFFICERS AND PHYSICIANS ARE ELIGIBLE FOR BONUS/INCENTIVE PAYMENTS. THESE BONUSES ARE DETERMINED BASED ON THE ACHIEVEMENT OF VARIOUS ORGANIZATIONAL AND PERSONAL PERFORMANCE GOALS ESTABLISHED BY A FORMAL PROCESS IN KEEPING WITH THE ORGANIZATION'S TAX-EXEMPT STATUS. COMPENSATION PROCESS FOR TOP OFFICIAL AS DETERMINED BY PPHS THE ORGANIZATION'S FORMAL PROCESS FOR DETERMINING TOTAL COMPENSATION FOR THE CEO IS INTENDED TO PROVIDE REASONABLE COMPENSATION FOR ACCOMPLISHING THE ORGANIZATION'S MISSION, ACHIEVE ITS STRATEGIC GOALS, TO RECOGNIZE PERFORMANCE, AND TO OPERATE IN KEEPING WITH THE ORGANIZATION'S OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE OF THE PPHS'S BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE COMPENSATION OF THE CEO. THE COMMITTEE RETAINS A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT COMPETITIVE MARKET ANALYSIS OF THE MARKET RANGES OF BASE, INCENTIVE AND TOTAL CASH COMPENSATION. THE INFORMATION THE COMMITTEE MAY CONSIDER CAN INCLUDE BUT IS NOT LIMITED TO THE PERFORMANCE OF AN INDIVIDUAL, THE PERFORMANCE OF THE ORGANIZATION, AN INDIVIDUAL'S LENGTH OF SERVICE, CREDENTIALS AND EXPERIENCE, THE ELEMENTS OF TOTAL COMPENSATION AND SALARY HISTORY, THE ORGANIZATION'S COMPENSATION TARGETS, AND COMPARABILITY DATA, INCLUDING THE DATA PREPARED BY THE INDEPENDENT CONSULTANT AND REVIEWED WITH THE COMMITTEE. THE COMMITTEE INCORPORATES A FORMAL PERFORMANCE APPRAISAL PROCESS IN THE CEO COMPENSATION REVIEW. IT UTILIZES A MULTI-PERSPECTIVE APPROACH AND PERFORMANCE MEASURES WHICH ARE LINKED TO THE ORGANIZATION'S LONG-TERM STRATEGIC PLAN AND ACHIEVEMENT OF ANNUAL SYSTEM OBJECTIVES. THE CEO IS NOT PRESENT WHEN THE COMMITTEE DISCUSSES AND ESTABLISHES HIS COMPENSATION.

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
11 June 2025
IRS schema version
2023v6.0
Source object
202531629349300233

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