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Nonprofiteer
← BRISTOL HOSPITAL MULTI-SPECIALTY GROUP

Form 990 for tax year 2022

Filed by BRISTOL HOSPITAL MULTI-SPECIALTY GROUP.

Totals

Total revenue
$39,085,453
Total expenses
$56,350,859
Contributions and grants received
$10,485,583
Grants paid
$0
Program service revenue
$28,474,525
Investment income
-$24,321
Other revenue
$149,666
Total assets, end of year
$15,526,638
Total liabilities, end of year
$18,654,508
Net assets or fund balances, end of year
-$3,127,870
Program services expenses (Part IX)
$54,447,374
Management and general expenses
$1,903,485
Fundraising expenses
$0
Program service expenses (Part III)
$54,447,374

Program services were 96.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CHRIS ANN MEANEY

    PRESIDENT OF BHMG

    Total calculated
    $319,795
    From this org
    $0
    From related orgs
    $313,567
    Other
    $6,228
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,214 related
    Bonus
    $0 + $34,353 related
    Other
    $0
    Deferred
    $0 + $3,833 related
    Nontaxable benefits
    $0 + $2,395 related
    Filer's total
    $0 + $319,795 related

  • KURT BARWIS

    PRESIDENT, CEO & CFO

    Total calculated
    $713,127
    From this org
    $0
    From related orgs
    $676,472
    Other
    $36,655
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $582,178 related
    Bonus
    $0 + $94,294 related
    Other
    $0
    Deferred
    $0 + $14,582 related
    Nontaxable benefits
    $0 + $22,073 related
    Filer's total
    $0 + $713,127 related

  • RUPALINI RAWAL-DHINGRA MD

    CHAIR OF THE BOARD

    Total calculated
    $362,643
    From this org
    $353,935
    From related orgs
    $0
    Other
    $8,708
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $332,683
    Bonus
    $21,252
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,708
    Filer's total
    $362,643

  • MARGARITA REYES MD

    VICE CHAIR OF THE BOARD

    Total calculated
    $341,336
    From this org
    $333,308
    From related orgs
    $0
    Other
    $8,028
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $275,810
    Bonus
    $57,498
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,028
    Filer's total
    $341,336

  • JOHN LODOVICO JR

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2 + 10 related

  • GLENN HEISER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 10 related

  • LIRAN BLUM MD

    DIRECTOR / PHYSICIAN

    Total calculated
    $436,190
    From this org
    $425,952
    From related orgs
    $0
    Other
    $10,238
    Hours/week
    40 + 8 related

    Schedule J breakdown matched by us

    Base
    $355,500
    Bonus
    $70,452
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,238
    Filer's total
    $436,190

  • TOSHITA KUMAR MD

    DIRECTOR

    Total calculated
    $386,661
    From this org
    $386,366
    From related orgs
    $0
    Other
    $295
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,675
    Bonus
    $15,691
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $295
    Filer's total
    $386,661

  • KEONA DAWSON-CAMEROTA APRN

    DIRECTOR

    Total calculated
    $133,015
    From this org
    $130,641
    From related orgs
    $0
    Other
    $2,374
    Hours/week
    40

  • EDWARD HENRY

    EXECUTIVE DIRECTOR

    Total calculated
    $307,803
    From this org
    $0
    From related orgs
    $278,313
    Other
    $29,490
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,313 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,824 related
    Nontaxable benefits
    $0 + $25,666 related
    Filer's total
    $0 + $307,803 related

  • ANDREW LIM MD

    MEDICAL DIRECTOR

    Total calculated
    $166,583
    From this org
    $166,538
    From related orgs
    $0
    Other
    $45
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,538
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $45
    Filer's total
    $166,583

  • KAI HANS HAMMERICH

    PHYSICIAN

    Total calculated
    $994,877
    From this org
    $992,278
    From related orgs
    $0
    Other
    $2,599
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $651,430
    Bonus
    $340,848
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,599
    Filer's total
    $994,877

  • THOMAS O'SHEA

    PHYSICIAN

    Total calculated
    $714,667
    From this org
    $704,429
    From related orgs
    $0
    Other
    $10,238
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $690,429
    Bonus
    $14,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $10,238
    Filer's total
    $714,667

  • KYLE LAVERY

    PHYSICIAN

    Total calculated
    $589,094
    From this org
    $586,062
    From related orgs
    $0
    Other
    $3,032
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $577,562
    Bonus
    $8,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $3,032
    Filer's total
    $589,094

  • MORENIKEJI AYODELE BURAIMOH

    PHYSICIAN

    Total calculated
    $565,117
    From this org
    $557,208
    From related orgs
    $0
    Other
    $7,909
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $532,208
    Bonus
    $25,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,909
    Filer's total
    $565,117

  • ALISON SAROKHAN

    PHYSICIAN

    Total calculated
    $487,647
    From this org
    $486,612
    From related orgs
    $0
    Other
    $1,035
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $475,112
    Bonus
    $11,500
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,035
    Filer's total
    $487,647

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
KURT BARWIS, THE ORGANIZATION'S PRESIDENT, CEO AND CFO, IS COMPENSATED BY A RELATED ORGANIZATION, BRISTOL HOSPITAL, INC., WHICH USES THE FOLLOWING METHODS TO ESTABLISH HIS COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
BRISTOL HOSPITAL PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS TO ITS CHIEF EXECUTIVE OFFICER ("CEO") THROUGH AN ALTERNATIVE FUNDING ARRANGEMENT THE IRS CALLS "LOAN-REGIME SPLIT-DOLLAR" ("LRSD"). ALTHOUGH THE IRS REQUIRES LRSD TO COMPLY WITH THE TAX PRINCIPLES OF A LOAN FOR FEDERAL INCOME TAX PURPOSES (IRC 7872), LRSD IS NOT AN ACTUAL LOAN. NO FUNDS ARE TRANSFERRED TO THE EXECUTIVE. RATHER, THE "LOAN" TREATMENT APPLIES BECAUSE AFTER THE EXECUTIVE HAS RECEIVED RETIREMENT BENEFITS (SUBJECT TO VESTING REQUIREMENTS AND POLICY INVESTMENT PERFORMANCE), BRISTOL HOSPITAL RECOVERS ALL ITS OUTLAYS PLUS A MARKET RATE OF INTEREST. AS WITH AN EMPLOYER-EMPLOYEE LOAN, AND CONSISTENT WITH THE 2003 FINAL REGULATIONS AND IRC 7872, THE PLAN IS NON-COMPENSATORY TO THE PARTICIPATING EXECUTIVE, AS THE LOAN IS REPAID PLUS INTEREST UPON THE DEATH OF THE EXECUTIVE. UNDER THE REGULATIONS, THERE IS NO COMPENSATION IMPUTED TO THE EXECUTIVE. THE BRISTOL HOSPITAL LRSD PLAN WORKS AS FOLLOWS. BRISTOL HOSPITAL DEPOSITED FUNDS DIRECTLY INTO CASH VALUE LIFE INSURANCE POLICIES ON THE CEO'S LIFE. DURING LIFE, TO THE EXTENT THE CEO FULFILLS SERVICE AND VESTING REQUIREMENTS, THE CEO CAN BORROW AGAINST VALUES IN THE POLICIES TO SUPPLEMENT RETIREMENT INCOME. POLICY PERFORMANCE IS CLOSELY MONITORED. IF POLICY PERFORMANCE LAGS, THE CEO'S BORROWING RIGHTS COULD BE REDUCED TO PROTECT BRISTOL HOSPITAL'S RECOVERY RIGHTS. AT THE CEO'S DEATH, THE POLICY DEATH PROCEEDS ARE FIRST USED TO REPAY BRISTOL HOSPITAL'S DEPOSITS PLUS COMPOUNDED INTEREST (AT THE IRS LONG-TERM APPLICABLE FEDERAL RATE). THE CEO'S BENEFICIARY THEN RECEIVES ANY PROJECTED RETIREMENT BORROWING NOT ACCESSED DURING LIFE. SEVERAL EXECUTIVES PARTICIPATE IN THE HOSPITAL'S 457(F) DEFINED CONTRIBUTION PLAN, HOWEVER, NO CONTRIBUTIONS WERE MADE BY THE ORGANIZATION DURING THE YEAR. THE FOLLOWING INDIVIDUALS MAY RECEIVE CONTRIBUTIONS BY THE ORGANIZATION UNDER THE PLAN: EDWARD HENRY AND CHRIS ANN MEANEY.
PART I, LINE 7
CERTAIN EXECUTIVES ARE PAID VARIABLE COMPENSATION BASED ON PRE-APPROVED QUALITY, SAFETY AND FINANCIAL GOALS.

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
2022
Filed
15 August 2024
IRS schema version
2022v5.0
Source object
202402289349303275

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