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Nonprofiteer
← METROPLEX CLINIC PHYSICIANS INC

Form 990 for tax year 2022

Filed by METROPLEX CLINIC PHYSICIANS INC.

Totals

Total revenue
$3,938,803
Total expenses
$6,620,835
Contributions and grants received
$43,946
Grants paid
$0
Program service revenue
$3,894,857
Investment income
$0
Other revenue
$0
Total assets, end of year
$553,032
Total liabilities, end of year
$2,000,165
Net assets or fund balances, end of year
-$1,447,133
Program services expenses (Part IX)
$5,978,715
Management and general expenses
$642,120
Fundraising expenses
$0
Program service expenses (Part III)
$5,978,715

Program services were 90.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Bird MD Erin

    Director/CMO (End 9/22)

    Total calculated
    $399,996
    From this org
    $0
    From related orgs
    $399,996
    Other
    $0
    Hours/week
    4.8 + 45.2 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $399,996 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $399,996 related

  • Morales MD Freddie

    Chairman

    Total calculated
    $35,200
    From this org
    $0
    From related orgs
    $35,200
    Other
    $0
    Hours/week
    0.1

  • Roberts Kevin

    CEO

    Total calculated
    $607,655
    From this org
    $0
    From related orgs
    $534,574
    Other
    $73,081
    Hours/week
    1.3 + 48.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $374,241 related
    Bonus
    $0 + $77,736 related
    Other
    $0 + $82,597 related
    Deferred
    $0 + $44,783 related
    Nontaxable benefits
    $0 + $28,298 related
    Filer's total
    $0 + $607,655 related

  • Pridgen Parker

    CFO/COO (End 9/22)

    Total calculated
    $587,275
    From this org
    $0
    From related orgs
    $484,361
    Other
    $102,914
    Hours/week
    4.2 + 45.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $291,192 related
    Bonus
    $0 + $47,743 related
    Other
    $0 + $145,426 related
    Deferred
    $0 + $61,556 related
    Nontaxable benefits
    $0 + $41,358 related
    Filer's total
    $0 + $587,275 related

  • Garcia Janet

    CFO (Beg 10/22)

    Total calculated
    $180,369
    From this org
    $0
    From related orgs
    $155,874
    Other
    $24,495
    Hours/week
    2.5 + 47.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $124,471 related
    Bonus
    $0 + $7,974 related
    Other
    $0 + $23,429 related
    Deferred
    $0 + $7,846 related
    Nontaxable benefits
    $0 + $16,649 related
    Filer's total
    $0 + $180,369 related

  • McLaughlin MD Daniel

    Physician

    Total calculated
    $443,317
    From this org
    $442,822
    From related orgs
    $0
    Other
    $495
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $438,838
    Bonus
    $1,684
    Other
    $2,300
    Deferred
    $0
    Nontaxable benefits
    $495
    Filer's total
    $443,317

  • Romero MD Arturo

    Physician

    Total calculated
    $370,512
    From this org
    $362,585
    From related orgs
    $0
    Other
    $7,927
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $358,847
    Bonus
    $0
    Other
    $3,738
    Deferred
    $0
    Nontaxable benefits
    $7,927
    Filer's total
    $370,512

  • Jones MD Kenyatta

    Physician

    Total calculated
    $431,387
    From this org
    $398,633
    From related orgs
    $0
    Other
    $32,754
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $394,432
    Bonus
    $0
    Other
    $4,201
    Deferred
    $0
    Nontaxable benefits
    $32,754
    Filer's total
    $431,387

  • OronozMD Joaquin

    Physician

    Total calculated
    $612,255
    From this org
    $587,241
    From related orgs
    $0
    Other
    $25,014
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $563,656
    Bonus
    $0
    Other
    $23,585
    Deferred
    $0
    Nontaxable benefits
    $25,014
    Filer's total
    $612,255

  • Alluri MD Vinod

    Physician

    Total calculated
    $412,437
    From this org
    $384,990
    From related orgs
    $0
    Other
    $27,447
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $380,408
    Bonus
    $0
    Other
    $4,582
    Deferred
    $0
    Nontaxable benefits
    $27,447
    Filer's total
    $412,437

  • Sutton Jesse

    Regional CFO/Former Officer

    Total calculated
    $614,115
    From this org
    $0
    From related orgs
    $512,819
    Other
    $101,296
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,520 related
    Bonus
    $0 + $87,544 related
    Other
    $0 + $29,755 related
    Deferred
    $0 + $61,728 related
    Nontaxable benefits
    $0 + $39,568 related
    Filer's total
    $0 + $614,115 related

  • Walton Carlyle

    Former CEO

    Total calculated
    $591,390
    From this org
    $0
    From related orgs
    $567,198
    Other
    $24,192
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,050 related
    Bonus
    $0 + $99,143 related
    Other
    $0 + $131,005 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $24,192 related
    Filer's total
    $0 + $591,390 related

  • Brock Robert

    Former CFO

    Total calculated
    $178,306
    From this org
    $0
    From related orgs
    $178,306
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $178,306 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $178,306 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 top-tier 68% parent-owner of the filing organization is Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). AHSSHC is the parent organization of a healthcare system, known as AdventHealth, that operates hospitals, nursing home facilities, and other healthcare provider organizations. AHSSHC is exempt from federal income tax under IRC Section 501(c)(3) pursuant to a group ruling issued to the General Conference of Seventh-day Adventists. The individual who serves as the CEO of the filing organization is appointed and compensated by Adventist Health System Sunbelt Healthcare Corporation (AHSSHC). Compensation and benefits provided to this individual are determined pursuant to policies, procedures, and processes of AHSSHC that are designed to ensure compliance with the intermediate sanctions laws as set forth in IRC Section 4958. AHSSHC has taken steps to ensure that processes are in place to satisfy the rebuttable presumption of reasonableness standard as set forth in Treasury Regulation Section 53.4958-6 with respect to its active executive-level positions. The AHSSHC Board Compensation Committee (the Committee) serves as the governing body for all executive compensation matters. The Committee is composed of certain members of the Board of Directors (the Board) of AHSSHC. Voting members of the Committee include only individuals who serve on the Board as independent representatives, who hold no employment positions with AHSSHC and who do not have relationships with any of the individuals whose compensation is under their review that impacts their best independent judgment as fiduciaries of AHSSHC. The Committee's role is to review and approve all components of the executive compensation plan of AHSSHC. As an independent governing body with respect to executive compensation, it should be noted that the Committee will often confer in executive sessions on matters of compensation policy and policy changes. In such executive sessions, no members of management of AHSSHC are present, other than the Chief People Officer, who remains at the request of the Chairman/committee to provide assistance/information as needed. The Committee is advised by an independent third-party compensation advisor. This advisor prepares all the benchmark studies for the Committee. Compensation levels are benchmarked with a national peer group of other not-for-profit healthcare systems and hospitals of similar size and complexity to AdventHealth and each of its affiliated entities. The following principles guide the establishment of individual executive compensation: - The salary of the President/CEO of AdventHealth will not exceed the 50th percentile of comparable salaries paid by similarly situated organizations; and - Other executive salaries shall be established using market medians. The compensation philosophy, policies, and practices of AHSSHC are consistent with the organization's faith-based mission and conform to applicable laws, regulations, and business practices. As a faith-based organization sponsored by the Seventh-day Adventist Church (the Church), AHSSHC's philosophy and principles with respect to its executive compensation practices reflect the conservative approach of the Church's mission of service and were developed in counsel with the Church's leadership.
Part I, Line 4b
Executives on the filing organization's management team that hold the position of Vice-President or above are compensated by and on the payroll of Adventist Health System Sunbelt Healthcare Corporation (AHSSHC), the parent organization of the healthcare system known as AdventHealth. In recognition of the contribution that each executive makes to the success of AdventHealth, AdventHealth provides supplemental executive retirement benefit plans to eligible executives. As the supplemental executive retirement benefit plans were updated in 2020 and certain individuals still participate as grand-fathered participants in certain plans, the narrative below discusses all plans in which there were any participants in 2022. The SERP III plan effectively replaces the prior SERP II plan, the Executive Flex Benefit Program Plan, and the Senior Executive Death Benefit Plan for qualified executives except for certain grandfathered executive employees. SERP III Plan: The SERP III plan provides eligible executives a percentage of their base pay, which is credited to a deferred compensation account. The plan also provides for compensation deferral and selection of life insurance coverage and long-term care insurance. To be eligible to participate in the SERP III plan, executives must be on the AHSSHC corporate payroll and be either a CEO of an AdventHealth entity, an AHSSHC Vice President (VP) or VP of an AdventHealth entity with a base salary of at least $305,000 in 2022 (adjusted annually by the same percentage as IRC Section 401(a)(17) limit increases), or other leader specifically approved by the AdventHealth President. Eligible executives do not include grandfathered executives, meaning those executives who would satisfy all the eligibility requirements of the SERP II plan prior to Dec 31, 2027, had the plan not been amended and restated as of Jan. 1, 2020. Contribution credits will be established and maintained by class year accounts for each participant using tiered contribution credit percentages of annual base compensation. Contribution credit percentages range between 15% and 19% of base compensation. Contribution credits will be made each quarter in 25% increments with reductions in contributions if the executive is also a grandfathered FLEX participant (see below). SERP III provides for a class year vesting and payment schedule (7 years for each class year) with respect to amounts accumulated in the executive's deferred compensation account. Upon attainment of a normal retirement age (age 62), or upon certain other circumstances as defined in the SERP III plan document, all deferred amounts are paid immediately to the participant. For any executives working beyond the normal retirement age, future employer contributions will be made quarterly from SERP III directly to the participant as a taxable cash bonus. SERP II Plan: The SERP II plan is a defined benefit, non-tax-qualified deferred compensation plan for certain executives who have provided lengthy service to AdventHealth and/or to other Seventh-day Adventist Church hospitals or health care institutions. Under the provisions of the SERP II plan, benefits are provided to qualifying executive participants on a pro-rata schedule beginning with 20 years of service as an employee of AdventHealth and/or another hospital or health care institution controlled by the Seventh-day Adventist Church and who satisfy certain other qualifying criteria. Eligible employees are restricted to those executives who, as of January 1, 2020, satisfied, or if employment continues, will satisfy the eligibility requirements of SERP II prior to December 31, 2027. This supplemental executive retirement plan (SERP II) was designed to provide eligible executives with the economic equivalent of an annual income beginning at normal retirement age equal to 60% of the average of the participant's three, five or seven highest years of base salary from AdventHealth active employment inclusive of income from all other Seventh-day Adventist Church healthcare employer-financed retirement income sources and investment income earned on those contributions through social security normal retirement age as defined in the plan. The number of years included in highest average compensation is determined by the individual's year of entry to SERP II and by the individual's year of entry to the AdventHealth Executive FLEX Benefit Program. FLEX Plan: The Flex Plan was originally designed to provide eligible executives an opportunity to select from among a variety of supplemental benefits, including a split dollar life insurance policy and long-term care insurance, to individually tailor a benefits program appropriate to each executive's needs. In 2020, the Flex Plan was amended to exclude employed executives who are hired or promoted after a certain date from being eligible to participate in the Flex Plan except for certain insurance coverage features of the plan. The Flex Plan provides eligible participants a pre-determined benefits allowance credit that is equal to a percentage of the executive's base pay from which the cost of mandatory and elective employee benefits is deducted. The benefits allowance credit percentage for any plan year shall not be greater than the maximum dollar amount or the percentage of compensation as determined by the AdventHealth Benefits Administration Committee. For grandfathered eligible employees, the annual pre-determined Flex allowance is contributed and any funds that remain after the cost of mandatory and elective benefits are subtracted are, at the employee's option, contributed to either an IRC 457(f) deferred compensation account or to an IRC 457(b) eligible deferred compensation plan. Upon attainment of age 65, all previous 457(f) deferred amounts are paid immediately to the participant and any future employer contributions are made quarterly from the Plan directly to the participant. The Plan provides for a class year vesting schedule (2 years for each class year) with respect to amounts accumulated in the executive's 457(f) deferred compensation account. Distributions could also be made from the executive's 457(f) deferred compensation account upon attainment of age 65 or upon an involuntary separation. The account will be forfeited by the executive upon a voluntary separation. With respect to grandfathered participants, the Flex Plan documents define eligible employees to include the Chief Executive Officers of AdventHealth entities and Vice Presidents of all AdventHealth entities whose base salary was at least equal to the Internal Revenue Code Section 401(a)(17) compensation limit each year.
Part I, Line 4b continued:
FLEX Plan FLEX Plan SERP III SERP III AHS 457b Contr. Distr.* Contr. Distr.* Distr.* Sutton,Jesse $ 45,328 $ 14,985 $ 0 $ 0 $ 0 Roberts,Kevin $ 48,883 $ 26,902 $ 7,986 $ 7,986 $ 0 Walton,Carlyle $ 18,303 $ 0 $ 0 $ 0 $ 92,537 Pridgen,Parker $ 19,316 $ 16,327 $ 25,840 $ 0 $ 0 Brock,Robert $ 0 $ 0 $ 0 $ 0 $ 178,306 * Including Investment Earnings

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
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202343149349302224

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