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Nonprofiteer
← JAVON BEA HOSPITAL

Form 990 for tax year 2024

Filed by JAVON BEA HOSPITAL.

Totals

Total revenue
$458,050,608
Total expenses
$440,019,357
Contributions and grants received
$1,898,304
Grants paid
$4,843,514
Program service revenue
$434,232,176
Investment income
$9,214,617
Other revenue
$12,705,511
Total assets, end of year
$831,449,639
Total liabilities, end of year
$664,165,096
Net assets or fund balances, end of year
$167,284,543
Program services expenses (Part IX)
$306,964,566
Management and general expenses
$133,054,791
Fundraising expenses
$0
Program service expenses (Part III)
$306,964,566

Program services were 69.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TODD ANDERSON

    VP/CFO (TERM 01/2025)

    Total calculated
    $1,013,099
    From this org
    $0
    From related orgs
    $935,469
    Other
    $77,630
    Hours/week
    1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $586,511 related
    Bonus
    $0 + $312,052 related
    Other
    $0 + $36,906 related
    Deferred
    $0 + $54,422 related
    Nontaxable benefits
    $0 + $23,208 related
    Filer's total
    $0 + $1,013,099 related

  • KIMBERLY SCACCIA

    VP - REVENUE CYCLE (TERM 09/2025)

    Total calculated
    $599,642
    From this org
    $0
    From related orgs
    $533,533
    Other
    $66,109
    Hours/week
    1 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,371 related
    Bonus
    $0 + $183,768 related
    Other
    $0 + $27,394 related
    Deferred
    $0 + $32,410 related
    Nontaxable benefits
    $0 + $33,699 related
    Filer's total
    $0 + $599,642 related

  • MARK L GOELZER MD

    DIRECTOR/PHYSICIAN

    Total calculated
    $539,240
    From this org
    $0
    From related orgs
    $500,316
    Other
    $38,924
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $83,252 related
    Bonus
    $0 + $390,179 related
    Other
    $0 + $26,885 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $18,224 related
    Filer's total
    $0 + $539,240 related

  • SANDRA LABAK

    PHYSICIAN

    Total calculated
    $295,541
    From this org
    $258,495
    From related orgs
    $0
    Other
    $37,046
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,407
    Bonus
    $71,209
    Other
    $28,879
    Deferred
    $16,005
    Nontaxable benefits
    $21,041
    Filer's total
    $295,541

  • VANKATA DONTARAJU

    PHYSICIAN

    Total calculated
    $292,166
    From this org
    $248,156
    From related orgs
    $0
    Other
    $44,010
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,868
    Bonus
    $63,000
    Other
    $288
    Deferred
    $22,977
    Nontaxable benefits
    $21,033
    Filer's total
    $292,166

  • LIZZYAMMA JOHN

    PHYSICIAN

    Total calculated
    $255,531
    From this org
    $214,279
    From related orgs
    $0
    Other
    $41,252
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,640
    Bonus
    $17,357
    Other
    $5,282
    Deferred
    $13,306
    Nontaxable benefits
    $27,946
    Filer's total
    $255,531

  • JEAN WALSH

    PHYSICIAN

    Total calculated
    $249,127
    From this org
    $221,929
    From related orgs
    $0
    Other
    $27,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,088
    Bonus
    $39,909
    Other
    $19,932
    Deferred
    $20,272
    Nontaxable benefits
    $6,926
    Filer's total
    $249,127

  • EMILY ECHERSTROM

    PHYSICIAN

    Total calculated
    $241,890
    From this org
    $233,378
    From related orgs
    $0
    Other
    $8,512
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,385
    Bonus
    $94,674
    Other
    $3,319
    Deferred
    $8,092
    Nontaxable benefits
    $420
    Filer's total
    $241,890

  • JAVON R BEA

    PRESIDENT/CEO (SEE PAGES 71-72)

    Total calculated
    $16,336,153
    From this org
    $0
    From related orgs
    $11,640,824
    Other
    $4,695,329
    Hours/week
    1 + 67 related

    Schedule J breakdown matched by us

    Base
    $0 + $3,006,196 related
    Bonus
    $0
    Other
    $0 + $8,634,628 related
    Deferred
    $0 + $4,677,610 related
    Nontaxable benefits
    $0 + $17,719 related
    Filer's total
    $0 + $16,336,153 related

  • ROWLAND J MCCLELLAN CHAIR

    & DIRECTOR (IN MEMORIAM 07/2025)

    Total calculated
    $26,893
    From this org
    $0
    From related orgs
    $26,893
    Other
    $0
    Hours/week
    1 + 7 related

  • DAVE L SYVERSON

    DIRECTOR

    Total calculated
    $15,753
    From this org
    $0
    From related orgs
    $15,753
    Other
    $0
    Hours/week
    1 + 7 related

  • KATHERINE A SCHACK

    VICE CHAIR & DIRECTOR

    Total calculated
    $15,370
    From this org
    $0
    From related orgs
    $15,370
    Other
    $0
    Hours/week
    1 + 7 related

  • WESLEY M JOST

    DIRECTOR

    Total calculated
    $15,290
    From this org
    $0
    From related orgs
    $15,290
    Other
    $0
    Hours/week
    1 + 7 related

  • THOMAS D BUDD

    SECRETARY & TREASURER

    Total calculated
    $15,182
    From this org
    $0
    From related orgs
    $15,182
    Other
    $0
    Hours/week
    1 + 7 related

  • THOMAS R POOL

    CHAIR & DIRECTOR

    Total calculated
    $15,000
    From this org
    $0
    From related orgs
    $15,000
    Other
    $0
    Hours/week
    1 + 7 related

  • CARLOS S AREVALO

    DIRECTOR (START 10/2024)

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    1 + 7 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)

PART I, LINE 3
THE MHSC COMPENSATION COMMITTEE IS COMPRISED OF THE BOARD CHAIRPERSON, VICE CHAIR, AND SECRETARY/TREASURER. THE COMPENSATION COMMITTEE IS ASSISTED BY INDEPENDENT NATIONAL COMPENSATION CONSULTANT AND INDEPENDENT TAX-EXEMPT EXPERT LEGAL COUNSEL. THE COMPENSATION COMMITTEE, LEGAL COUNSEL, AND THE COMPENSATION CONSULTANT MEET THROUGHOUT THE YEAR AND REPORT DIRECTLY TO THE BOARD OF DIRECTORS ANNUALLY. THIS PROCESS WAS COMPLETED FOR 2024.
PART I, LINE 4B
INCENTIVE PLAN DISTRIBUTION: JAVON R. BEA - $6,584,546 JAVON BEA, TODD ANDERSON, SANDRA LABAK, AND JEAN WALSH PARTICIPATED IN THE 457(F) PLAN DURING CALENDAR YEAR 2024. SANDRA LABAK, AND JEAN WALSH RECEIVED PAYOUTS OF $27,618 AND $19,016, RESPECTIVELY, DURING THE YEAR.
PART II, LINE 2:
JAVON R. BEA - NO DEFERRED COMPENSATION PAYMENT MR. BEA HAS BEEN EMPLOYED BY MHSC AS PRESIDENT AND CEO OVER THE PAST 37 YEARS. DURING THIS TIME, MR. BEA HAS LED AN INCREDIBLE TRANSFORMATION TAKING A SMALL, SINGLE, STAND-ALONE COMMUNITY HOSPITAL AND CREATING A VERTICALLY INTEGRATED HEALTH SYSTEM WITH 85 FACILITIES IN 50 COMMUNITIES THROUGHOUT SOUTHERN WISCONSIN AND NORTHERN ILLINOIS, INCREASING GROSS REVENUE FROM $33 MILLION TO OVER $4.5 BILLION IN FY2025. THIS HAS ALLOWED THE HEALTH SYSTEM TO GO FROM SERVING 89,000 PATIENTS IN 1989 TO OVER 2.0 MILLION PATIENTS TODAY WORKING TOGETHER WITH OVER 7,500+ PARTNERS IN HEALTH CARE. IN ADDITION, MR. BEA OVERSEES OVER 800 EMPLOYED PHYSICIANS AND SERVES AS THE CEO OVER A WHOLLY OWNED & OPERATED MEDICAL INSURANCE COMPANY. TODAY, MHSC HAS BECOME THE LARGEST EMPLOYER IN SOUTHERN WISCONSIN AND NORTHERN ILLINOIS. THIS GROWTH CAN BE ATTRIBUTED TO MR. BEA'S VISIONARY LEADERSHIP. LEADERSHIP THAT OVER THE YEARS HAS LED TO MHSC RECEIVING NUMEROUS NATIONAL RECOGNIZED AWARDS INCLUDING BEING NAMED THE FIRST FULLY INTEGRATED HEALTH SYSTEM TO RECEIVE THE MALCOLM BALDRIGE NATIONAL QUALITY AWARD, THE MAGNET RECOGNITION AWARD, BEING RANKED #1 AND #2 ON AARP'S TOP 100 BEST PLACES TO WORK FOR WORKERS OVER 50, AND BEING RANKED IN THE TOP 25 ON THE TOP 100 INTEGRATED HEALTHCARE NETWORKS LIST BY MODERN HEALTHCARE. THE TURNAROUND OF MHSC IMPLEMENTED BY MR. BEA IS UNPARALLELED. BY PIONEERING A "PARTNERSHIP MODEL" OF COMPENSATION AND DESIGNING A CUSTOM CULTURE OF EXCELLENCE, MR. BEA IS VITAL TO THE DECADES-LONG AND CONTINUING GROWTH AT MHSC. THIS SUCCESS HAS MADE MR. BEA A HIGHLY SOUGHT AFTER SPEAKER AND CONSULTANT AS HE IS NOW WELL-RENOWNED FOR HIS INNOVATIONS IN THE AREAS OF INTEGRATED HEALTHCARE AND PHYSICIAN PARTNERSHIP MODELS. THE TREMENDOUS SUCCESS OF MHSC UNDER THE LEADERSHIP OF MR. BEA HAS ALLOWED HIM TO RECEIVE PAYOUTS FROM A DEFERRED COMPENSATION PACKAGE WHICH MHSC HAS BEEN PAYING INTO OVER MANY YEARS. THESE PAYMENTS ONLY BECAME PAYABLE IF MHSC ATTAINED CERTAIN DEFINED FINANCIAL AND STRATEGIC GOALS AND THE AMOUNTS ARE AT RISK EVERY SINGLE YEAR. AS INDICATED ABOVE, MANY OF THESE GOALS WERE ACHIEVED WITHIN THE PAST FEW YEARS RESULTING IN A RELEASE OF THESE DEFERRED PAYMENTS WHICH IMPACTED MR. BEA'S COMPENSATION REPORTING. THE SETTING OF THESE GOALS WERE LAID OUT BY THE BOARD OF DIRECTORS IN COOPERATION WITH NATIONALLY RECOGNIZED COMPENSATION ATTORNEYS AND CONSULTANTS TO MAKE SURE ALL FACTORS WERE TAKEN INTO CONSIDERATION. MR. BEA'S COMPENSATION HAS ALSO BEEN SCRUTINIZED BY NUMEROUS OUTSIDE ORGANIZATIONS AND MOST IMPORTANTLY, THE INTERNAL REVENUE SERVICE; AND HAS PASSED INSPECTION IN EACH CASE. TOTAL COMPENSATION IS APPROVED ANNUALLY BY THE BOARD OF DIRECTORS OF MHSC.

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
15 May 2026
IRS schema version
2024v5.5
Source object
202611359349315251

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

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