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Nonprofiteer
← SCOTTSDALE HEALTHCARE CORP

Form 990 for tax year 2023

Filed by SCOTTSDALE HEALTHCARE CORP.

Totals

Total revenue
$262,029,440
Total expenses
$352,142,771
Contributions and grants received
$4,112
Grants paid
$0
Program service revenue
$252,872,776
Investment income
$8,912,796
Other revenue
$239,756
Total assets, end of year
$109,863,777
Total liabilities, end of year
$352,523,574
Net assets or fund balances, end of year
-$242,659,797
Program services expenses (Part IX)
$289,865,531
Management and general expenses
$62,277,240
Fundraising expenses
$0
Program service expenses (Part III)
$289,865,531

Program services were 82.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • FRANK PUGH

    DIRECTOR/VICE CHAIR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 1 related

  • MIKE WELBORN

    DIRECTOR/CHAIRMAN

    Total calculated
    $50,160
    From this org
    $0
    From related orgs
    $50,160
    Other
    $0
    Hours/week
    1 + 1 related

  • TODD LAPORTE

    DIRECTOR/PRESIDENT & CEO

    Total calculated
    $2,495,057
    From this org
    $0
    From related orgs
    $2,154,987
    Other
    $340,070
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,288,788 related
    Bonus
    $0 + $706,877 related
    Other
    $0 + $159,322 related
    Deferred
    $0 + $316,144 related
    Nontaxable benefits
    $0 + $23,926 related
    Filer's total
    $0 + $2,495,057 related

  • ALPA SHAH MD

    DIRECTOR

    Total calculated
    $101,800
    From this org
    $0
    From related orgs
    $101,800
    Other
    $0
    Hours/week
    1 + 1 related

  • ANDREW KASSIR MD

    DIRECTOR

    Total calculated
    $58,728
    From this org
    $0
    From related orgs
    $58,728
    Other
    $0
    Hours/week
    1 + 1 related

  • CHARLES MITCHELL

    DIRECTOR

    Total calculated
    $41,800
    From this org
    $0
    From related orgs
    $41,800
    Other
    $0
    Hours/week
    1 + 1 related

  • DREW BROWN

    DIRECTOR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 1 related

  • FRED HESSLER

    DIRECTOR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 1 related

  • JULIE ARVO MACKENZIE

    DIRECTOR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 2 related

  • KATHLEEN WADE

    DIRECTOR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 1 related

  • KATHRYN JO LINCOLN

    DIRECTOR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 1 related

  • PETE HATHAWAY

    DIRECTOR

    Total calculated
    $46,816
    From this org
    $0
    From related orgs
    $46,816
    Other
    $0
    Hours/week
    1 + 1 related

  • RAYMOND BARTON

    DIRECTOR

    Total calculated
    $41,800
    From this org
    $0
    From related orgs
    $41,800
    Other
    $0
    Hours/week
    1 + 1 related

  • STEVE WHEELER

    DIRECTOR

    Total calculated
    $41,800
    From this org
    $0
    From related orgs
    $41,800
    Other
    $0
    Hours/week
    1 + 1 related

  • DEREK A HAMPSHIRE

    Assistant Treasurer/VP Finance

    Total calculated
    $342,088
    From this org
    $0
    From related orgs
    $272,733
    Other
    $69,355
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,965 related
    Bonus
    $0 + $38,422 related
    Other
    $0 + $1,346 related
    Deferred
    $0 + $38,755 related
    Nontaxable benefits
    $0 + $30,600 related
    Filer's total
    $0 + $342,088 related

  • ELIZABETH FARHART

    Assistant Sec/VP/Assoc Gen Counsel

    Total calculated
    $428,298
    From this org
    $0
    From related orgs
    $360,111
    Other
    $68,187
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $272,186 related
    Bonus
    $0 + $57,096 related
    Other
    $0 + $30,829 related
    Deferred
    $0 + $49,468 related
    Nontaxable benefits
    $0 + $18,719 related
    Filer's total
    $0 + $428,298 related

  • LISA MONTMAN

    TREASURER/SVP/CFO

    Total calculated
    $867,845
    From this org
    $0
    From related orgs
    $755,221
    Other
    $112,624
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $579,294 related
    Bonus
    $0 + $138,545 related
    Other
    $0 + $37,382 related
    Deferred
    $0 + $98,910 related
    Nontaxable benefits
    $0 + $13,714 related
    Filer's total
    $0 + $867,845 related

  • SHANNON FOX FRASER

    SEC/SVP/CHIEF LEGAL OFFICER & GC

    Total calculated
    $860,133
    From this org
    $0
    From related orgs
    $720,910
    Other
    $139,223
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $504,611 related
    Bonus
    $0 + $162,203 related
    Other
    $0 + $54,096 related
    Deferred
    $0 + $109,439 related
    Nontaxable benefits
    $0 + $29,784 related
    Filer's total
    $0 + $860,133 related

  • DAVID DAMORE

    FORMER SVP/CHIEF LEGAL OFFICER

    Total calculated
    $574,500
    From this org
    $0
    From related orgs
    $574,500
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $574,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $574,500 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, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE CEO OF HONORHEALTH AMBULATORY IS COMPENSATED BY HONORHEALTH, A RELATED TAX EXEMPT ORGANIZATION. HONORHEALTH'S COMPENSATION PROCESS USED THE FOLLOWING METHODS: 1) COMPENSATION COMMITTEE; 2) INDEPENDENT COMPENSATION CONSULTANT; 3) COMPENSATION SURVEY OR STUDY; AND 4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
HONORHEALTH OFFERS CERTAIN EXECUTIVES A NON QUALIFIED SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP). IT IS INTENDED THAT THIS PLAN BE AN INELIGIBLE DEFERRED COMPENSATION PLAN UNDER THE PROVISIONS OF CODE SECTION 457(F) AND BE OPERATED IN COMPLIANCE WITH CODE SECTION 409A. THE DESIGN OF THE SERP IS SUCH THAT IT PROVIDES A MECHANISM FOR RESTORATION OF DEFERRED RETIREMENT THAT OTHERWISE WOULD BE LOST TO THE EXECUTIVES DUE TO MANDATORY CAP ON DEFERRALS WITHIN THE QUALIFIED RETIREMENT PLAN OFFERED TO OTHER EMPLOYEES OF HONORHEALTH. THE SERP IS ALSO DESIGNED TO DISCOURAGE EXECUTIVE TURNOVER, WHICH COULD HAMPER ORGANIZATIONAL STABILITY AND SUSTAINABILITY, THROUGH THE SERVICE REQUIREMENTS THAT AN EXECUTIVE MUST MEET IN ORDER TO RECEIVE BENEFITS FROM THIS PLAN. THE ANNUAL VALUE OF EACH EXECUTIVE'S PARTICIPATION IN THE PLAN IS TAKEN INTO CONSIDERATION AS PART OF THE CALCULATION OF TOTAL COMPENSATION WHEN TESTED AGAINST THE MARKET FOR REASONABLENESS. DEFERRED COMPENSATION, REPORTED IN SCHEDULE J, PART II, COLUMN (C), INCLUDES THE INCREASE IN VALUE OF THE SERP ACCOUNT, INCLUDING TAX DEFERRED CONTRIBUTIONS AND EARNINGS. THE FOLLOWING INDIVIDUALS EXPERIENCED A TAXABLE VESTING EVENT DURING THE YEAR AS FOLLOWS. THESE AMOUNTS WERE INCLUDED IN COLUMN (B)(III) AS TAXABLE WAGES. ANY PORTION OF THE DISTRIBUTION THAT WAS PREVIOUSLY REPORTED ON A PRIOR 990 AS DEFERRED HAS BEEN REPORTED IN COLUMN (F). TODD LAPORTE: $143,955 SHANNON FOX FRASER: $51,184 LISA MONTMAN: $33,381 ELIZABETH FARHART: $26,325

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.

Disregarded entities

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

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.

  • HONORHEALTH CAPTIVE INSURANCE EXCHANGE

    C Corporation · CAPTIVE INS · CJ · controlled entity

    Directly controlled by NA

  • SCOTTSDALE HEALTHCARE MSO INC

    C Corporation · MSO · AZ · 100% owned · share of income $838,624 · share of assets -$2,356,792 · controlled entity

    Directly controlled by HH AMBULATORY

  • SONORAN CROSSING OWNERS ASSOCIATION

    C Corporation · OWNERS ASSOC · AZ · controlled entity

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403199349301410

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