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Nonprofiteer
← DAVIS HEALTH SYSTEM INC

Form 990 for tax year 2023

Filed by DAVIS HEALTH SYSTEM INC.

Totals

Total revenue
-$146,928
Total expenses
$149,709
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$0
Management and general expenses
$149,709
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID GOLDBERG

    DIRECTOR (START 12/23)

    Total calculated
    $890,036
    From this org
    $0
    From related orgs
    $853,663
    Other
    $36,373
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $714,488 related
    Bonus
    $0 + $139,175 related
    Other
    $0
    Deferred
    $0 + $30,000 related
    Nontaxable benefits
    $0 + $6,373 related
    Filer's total
    $0 + $890,036 related

  • VANCE JACKSON

    CEO

    Total calculated
    $332,419
    From this org
    $0
    From related orgs
    $315,542
    Other
    $16,877
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,560 related
    Bonus
    $0
    Other
    $0 + $982 related
    Deferred
    $0 + $2,024 related
    Nontaxable benefits
    $0 + $14,853 related
    Filer's total
    $0 + $332,419 related

  • BRIDGETTE WILSON

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • HUGH HITCHCOCK

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JOHN KABLER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM HARTMAN

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • ASHTON CURTIS DPM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES TRIPLETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JEFF POWELSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MARY ANNE CARPENTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • WILLIAM KOCH

    VP OF FINANCE AND CFO

    Total calculated
    $166,601
    From this org
    $0
    From related orgs
    $165,014
    Other
    $1,587
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,424 related
    Bonus
    $0
    Other
    $0 + $590 related
    Deferred
    $0 + $872 related
    Nontaxable benefits
    $0 + $715 related
    Filer's total
    $0 + $166,601 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

  • 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 COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE COMPENSATION FOR THE SENIOR STAFF. A CONSULTANT (YAFFE & COMPANY) IS ENGAGED WHO FACILITATES THE ANNUAL EVALUATION PROCESS FOR DETERMINING COMPENSATION FOR EXECUTIVES. THE CONSULTANT COORDINATES A SERIES OF MEETINGS, LEADS DISCUSSIONS ON THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE EVALUATION, PRESENTS MARKET ANALYSIS INFORMATION FOR KEY POSITIONS AND PROVIDES RECOMMENDATIONS FOR SALARY LEVELS BASED ON THE INFORMATION. THE COMMITTEE MAKES THEIR DECISION USING THE GUIDANCE OF THE CONSULTANT.
PART I, LINE 4B:
457(F) INELIGIBLE DEFERRED COMPENSATION PLAN - A 457 F PLAN IS OFFERED TO CERTAIN MANAGEMENT AND/OR HIGHLY COMPENSATED EMPLOYEES TO OFFER THOSE EMPLOYEES A DEFERRED COMPENSATION OPPORTUNITY. THE PLAN IS INTENDED TO BE A "TOP-HAT PLAN", OR UNFUNDED DEFERRED COMPENSATION PLAN MAINTAINED FOR A SELECT GROUP OF EMPLOYEES. PARTICIPANTS MAY BECOME VESTED IN AMOUNTS CREDITED ON JANUARY 1 ELECTED BY THE PARTICIPANT AT THE TIME THE INITIAL DEFERRAL WAS ELECTED. A PARTICIPANT SHALL BECOME FULLY VESTED UPON DEATH, DISABILITY, ATTAINMENT OF AGE 60, OR SEPARATION OF SERVICE, AS DEFINED BY THE PLAN. ANY UNVESTED CONTRIBUTIONS SHALL BE FORFEITED TO THE PLAN OR EMPLOYER. FOR 2023: PER BENEFITS - NO DISTRIBUTIONS / PAYMENTS WERE MADE FROM THE PLAN; DAVID GOLDBERG WAS THE ONLY PARTICIPANT.

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
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202433189349312268

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