PHOEBE PHYSICIAN GROUP INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PHOEBE PHYSICIAN GROUP INC (EIN 26-3792403)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2024-06-17
- IRS object ID
- 202421699349300707
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-17T08:21:54-04:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580914992 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRAFFIN & TUCKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 71309 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 317081309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263792403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOEBE PHYSICIAN GROUP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHOE | BusinessNameControlTxt |
| Phone | 2293121000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 417 THIRD AVENUE PO BOX 3770 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 317063770 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN CHURCH | PersonNm |
| Person Title | BD MEMB/PPHS CFO/CAO | PersonTitleTxt |
| Phone | 2293121000 | PhoneNum |
| Signature | 2024-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | CHURCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN D HARRELL | PreparerPersonNm |
| PTIN | P01554887 | PTIN |
| Phone | 2298837878 | PhoneNum |
| Preparation | 2024-06-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT STEINER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3770 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 317063770 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $223,583,288 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHOEBEHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | WE EMPOWER EVERY MEMBER OF THE PHOEBE FAMILY TO SAFEGUARD THE HEALTH OF OUR COMMUNITIES - EMBRACING A CULTURE THAT DELIVERS GREAT PATIENT EXPERIENCES, INNOVATIVE TREATMENTS, AND ACCESS TO SUPERIOR CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 1167 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,242,081 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $83,044,313 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $98,585,959 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,659 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,082 | CYInvestmentIncomeAmt |
| PY Other Revenue | $144,246,190 | PYOtherRevenueAmt |
| CY Other Revenue | $124,957,247 | CYOtherRevenueAmt |
| PY Total Revenue | $228,559,243 | PYTotalRevenueAmt |
| CY Total Revenue | $223,583,288 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $169,040,175 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $170,058,873 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $59,519,068 | PYOtherExpensesAmt |
| CY Other Expenses | $53,524,415 | CYOtherExpensesAmt |
| PY Total Expenses | $228,559,243 | PYTotalExpensesAmt |
| CY Total Expenses | $223,583,288 | CYTotalExpensesAmt |
| CY Revenues Less Expenses | $0 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,853,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,840,476 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,246,544 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,233,713 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,393,237 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$2,393,237 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE EMPOWER EVERY MEMBER OF THE PHOEBE FAMILY TO SAFEGUARD THE HEALTH OF OUR COMMUNITIES - EMBRACING A CULTURE THAT DELIVERS GREAT PATIENT EXPERIENCES, INNOVATIVE TREATMENTS, AND ACCESS TO SUPERIOR CARE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $188,758,760 | ExpenseAmt |
| Revenue | $223,543,206 | RevenueAmt |
| Desc | THE ORGANIZATION ORGANIZES AND OPERATES MEDICAL PRACTICES TO ENSURE ACCESS TO HEALTHCARE DELIVERY FOR THE CITIZENS OF SOUTHWEST GEORGIA. | Desc |
| Total Program Service Expenses | $188,758,760 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 91 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1167 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN CHURCH PPHS CFOCAO | PersonNm |
| Phone | 2293124068 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3770 | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 317063770 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | OfficerOfficerInd | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CHIRAG JANI MD | |||||||||
| BOARD MBR/PH | 41.00 | 1.00 | Yes (X) | $1,842,489 | $0 | $46,552 | |||
| DANIEL MARTIN MD | |||||||||
| BOARD MBR/PH | 41.00 | 0.00 | Yes (X) | $1,648,017 | $0 | $39,031 | |||
| JOSE TONGOL MD | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $1,617,446 | $0 | $36,562 | Yes (X) | |||
| JOHN FENNESSY MD | |||||||||
| PHYSICIAN | 40.00 | 1.00 | $1,557,880 | $0 | $46,523 | Yes (X) | |||
| SCOTT STEINER | |||||||||
| BD MEM/PPHS | 1.00 | 55.00 | Yes (X) | $0 | $1,185,685 | $270,693 | Yes (X) | ||
| LAMAR HOUSTON MOREE JR MD | |||||||||
| VICE-CHAIR/P | 51.00 | 1.00 | Yes (X) | $1,382,335 | $0 | $27,979 | Yes (X) | ||
| TROY SKIDMORE MD | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $1,322,464 | $0 | $42,217 | Yes (X) | |||
| KIMBERLY S BROWN MD | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $1,293,477 | $0 | $31,875 | Yes (X) | |||
| BRIAN CHURCH | |||||||||
| BD MEMB/PPHS | 1.00 | 55.00 | Yes (X) | $0 | $843,332 | $178,095 | Yes (X) | ||
| WAEL AZER MD | |||||||||
| PHYSICIAN | 40.00 | 1.00 | $998,385 | $0 | $20,695 | Yes (X) | |||
| SURESH LAKHANPAL MD | |||||||||
| BOARD MBR/PP | 1.00 | 50.00 | Yes (X) | $0 | $771,755 | $188,282 | Yes (X) | ||
| MARK COHEN MD | |||||||||
| BOARD MBR/PH | 41.00 | 0.00 | Yes (X) | $773,108 | $0 | $31,665 | |||
| SANJAY MUNIREDDY MD | |||||||||
| BOARD MBR/PH | 41.00 | 0.00 | Yes (X) | $702,115 | $0 | $45,668 | |||
| KATHERINE HUDSON MD | |||||||||
| BOARD MBR/PH | 41.00 | 0.00 | Yes (X) | $555,614 | $65,670 | $48,072 | |||
| RICHARD BOWE MD | |||||||||
| CHAIR/PHYSIC | 41.00 | 0.00 | Yes (X) | $630,719 | $0 | $29,193 | Yes (X) | ||
| DAWN BENSON | |||||||||
| SVP- GENERAL | 1.00 | 52.00 | $0 | $579,794 | $75,262 | Yes (X) | |||
| JASON LANGER DO FACS FACOS | |||||||||
| BOARD MBR/PH | 41.00 | 0.00 | Yes (X) | $511,623 | $0 | $24,640 | |||
| DEREK HEARD MD | |||||||||
| BOARD MBR/PH | 41.00 | 1.00 | Yes (X) | $363,767 | $0 | $35,497 | |||
| MATTHEW ROBERTSON | |||||||||
| CAO | 40.00 | 0.00 | $306,462 | $0 | $46,019 | Yes (X) | |||
| WILLIAM PEAVY FRICKS JR MD | |||||||||
| BOARD MBER/P | 41.00 | 0.00 | Yes (X) | $300,726 | $0 | $46,523 | |||
| JAY SHARPE | |||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,806,627 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,446,236 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,311,043 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 345 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTHCARE WORKFORCE LOGISTICS | |||||
| PO BOX 860573 | MINNEAPOLIS | MN | 554860573 | MEDICAL STAFF | $7,825,355 |
| NATIONWIDE ANESTHESIA SERVICES INC | |||||
| P O BOX 490968 | LAWRENCEVILLE | GA | 30049 | ANESTHESIOLOGY | $1,485,063 |
| BERKLEY RESEARCH GROUP LLC | |||||
| PO BOX 676158 | DALLAS | TX | 75267 | CONSULTING | $1,087,978 |
| RADIOLOGY ASSOCIATES | |||||
| 810 13TH AVE STE 103 | ALBANY | GA | 317011333 | MEDICAL SERVICE | $1,021,429 |
| WILLIAM THOMAS GARRETT MD LLC | |||||
| P O BOX 70669 | ALBANY | GA | 317080669 | MEDICAL SVCS | $740,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 37 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET PATIENT SERVICE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $98,585,959 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $98,585,959 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $98,585,959 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,082 | TotalRevenueColumnAmt |
| Exclusion | $40,082 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICES TO AFFILIATES | 621990 | $87,775,146 | $87,775,146 |
| MANAGEMENT FEES | 621990 | $34,893,172 | $34,893,172 |
| OTHER REVENUE | 621990 | $2,288,929 | $2,288,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $124,957,247 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $223,583,288 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $223,543,206 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $40,082 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,422,443 | TotalAmt |
| Program Services | $9,069,962 | ProgramServicesAmt |
| Management And General | $352,481 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,030,741 | TotalAmt |
| Program Services | $128,886,634 | ProgramServicesAmt |
| Management And General | $10,144,107 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,603,236 | TotalAmt |
| Program Services | $2,419,448 | ProgramServicesAmt |
| Management And General | $183,788 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,434,175 | TotalAmt |
| Program Services | $11,556,322 | ProgramServicesAmt |
| Management And General | $877,853 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,568,278 | TotalAmt |
| Program Services | $6,104,558 | ProgramServicesAmt |
| Management And General | $463,720 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,857,732 | TotalAmt |
| Management And General | -$2,857,732 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,478,784 | TotalAmt |
| Program Services | $18,899,897 | ProgramServicesAmt |
| Management And General | $15,578,887 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,680 | TotalAmt |
| Program Services | $21,297 | ProgramServicesAmt |
| Management And General | $23,383 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $891,632 | TotalAmt |
| Program Services | $342,845 | ProgramServicesAmt |
| Management And General | $548,787 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,856 | TotalAmt |
| Program Services | $144,074 | ProgramServicesAmt |
| Management And General | $105,782 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,161,664 | TotalAmt |
| Program Services | $513,796 | ProgramServicesAmt |
| Management And General | $647,868 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $799,297 | TotalAmt |
| Program Services | $625,592 | ProgramServicesAmt |
| Management And General | $173,705 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $575,929 | TotalAmt |
| Program Services | $244,424 | ProgramServicesAmt |
| Management And General | $331,505 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,248,875 | TotalAmt |
| Program Services | $314,842 | ProgramServicesAmt |
| Management And General | $3,934,033 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,178,219 | TotalAmt |
| Program Services | $4,538,320 | ProgramServicesAmt |
| Management And General | $3,639,899 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $4,006,335 | $4,006,335 | |
| DUES & SUBSCRIPTIONS | $635,749 | $378,089 | $257,660 |
| RECRUITMENT | $602,673 | $377,636 | $225,037 |
| REPAIRS & MAINTENANCE | $365,621 | $248,112 | $117,509 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,833 | TotalAmt |
| Program Services | $66,577 | ProgramServicesAmt |
| Management And General | $76,256 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,583,288 | TotalAmt |
| Program Services | $188,758,760 | ProgramServicesAmt |
| Management And General | $34,824,528 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,535,084 | BOYAmt |
| EOY | $2,301,529 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,422,764 | BOYAmt |
| EOY | $6,234,977 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,078,560 | BOYAmt |
| EOY | $7,762,398 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,653,144 | BOYAmt |
| EOY | $1,611,025 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,201 | BOYAmt |
| EOY | $13,201 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,500 | BOYAmt |
| EOY | $189,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,365,366 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,319,224 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,752,478 | BOYAmt |
| EOY | $18,046,142 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,187,811 | BOYAmt |
| EOY | $1,187,811 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,190,765 | BOYAmt |
| EOY | $4,493,707 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,853,307 | BOYAmt |
| EOY | $41,840,476 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,774,518 | BOYAmt |
| EOY | $25,771,428 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,472,026 | BOYAmt |
| EOY | $18,462,285 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,246,544 | BOYAmt |
| EOY | $44,233,713 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,393,237 | BOYAmt |
| EOY | -$2,393,237 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,393,237 | BOYAmt |
| EOY | -$2,393,237 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,853,307 | BOYAmt |
| EOY | $41,840,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $0 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,021 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,161,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,939,126 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,242,081 | CurrentTaxYearMinus1YearAmt |
| Total | $20,348,763 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $185,535,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,997,328 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $198,030,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $227,290,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $223,543,206 | CurrentTaxYearAmt |
| Total | $1,017,396,795 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $185,541,639 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,158,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,969,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $228,532,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $223,543,206 | CurrentTaxYearAmt |
| Total | $1,037,745,558 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,532,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,283,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,239,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,060,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,861,027 | CurrentTaxYearAmt |
| Total | $405,976,429 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,532,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,283,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,239,356 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,060,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $82,861,027 | CurrentTaxYearAmt |
| Total | $405,976,429 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $631,769,129 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,762 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,082 | CurrentTaxYearAmt |
| Total | $173,366 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,762 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,659 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,082 | CurrentTaxYearAmt |
| Total | $173,366 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $185,585,952 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $194,197,625 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,992,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $228,559,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $223,583,288 | CurrentTaxYearAmt |
| Total | $1,037,918,924 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.60870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.60540 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,365,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,319,224 | DepreciationAmt |
| Book Value | $18,046,142 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $18,046,142 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSETS - OPERATING | $3,516,735 |
| DUE FROM RELATED ENTITIES | $656,368 |
| OTHER RECEIVABLES | $320,604 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,493,707 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | PHOEBE PUTNEY HEALTH SYSTEM, INC., PHOEBE PUTNEY MEMORIAL HOSPITAL, INC., PHOEBE WORTH MEDICAL CENTER, INC., PHOEBE SUMTER MEDICAL CENTER, INC., PHOEBE PHYSICIAN GROUP, INC., AND PHOEBE FOUNDATION, INC. ARE NOT-FOR- PROFIT CORPORATIONS THAT HAVE BEEN RECOGNIZED AS TAX-EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. PHOEBE PUTNEY INDEMNITY, LTD. IS EXEMPTED FROM ALL LOCAL INCOME, PROFIT, OR CAPITAL GAINS TAXES UNTIL NOVEMBER 19, 2038 UNDER THE CAYMAN ISLANDS TAX CONCESSIONS LAW. PHOEBE PUTNEY HEALTH VENTURES, INC. IS A FOR-PROFIT ENTITY. THE CORPORATION APPLIES ACCOUNTING POLICIES THAT PRESCRIBE WHEN TO RECOGNIZE AND HOW TO MEASURE THE CONSOLIDATED FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON ITS INCOME TAX RETURNS. THESE RULES REQUIRE MANAGEMENT TO EVALUATE THE LIKELIHOOD THAT, UPON EXAMINATION BY THE RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THAT EVALUATION, THE CORPORATION ONLY RECONGIZES THE MAXIMUM BENEFIT OF EACH INCOME TAX POSITION THAT IS MORE THAN 50% LIKELY OF BEING SUSTAINED. TO THE EXTENT THAT ALL OR A PORTION OF THE BENEFITS OF AN INCOME TAX POSITION ARE NOT RECOGNIZED, A LIABILITY WOULD BE RECOGNIZED FOR THE UNRECOGNIZED BENEFITS, ALONG WITH ANY INTEREST AND PENALTIES THAT WOULD RESULT FROM THE DISALLOWANCE OF THE POSITION. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, THEY WOULD BE RECOGNIZED AS OPERATING EXPENSES. BASED ON THE RESULTS OF MANAGEMENT'S EVALUATION, NO LIABILITY IS RECOGNIZED IN THE ACCOMPANYING CONSOLIDATED BALANCE SHEETS FOR UNRECOGNIZED INCOME TAX POSITIONS. FURTHER, NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE AS OF JULY 31, 2023 OR 2022 OR FOR THE YEARS THEN ENDED. THE CORPORATION'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY THE TAXING AUTHORITIES. FOR FEDERAL INCOME TAX PURPOSES, THE TAX RETURNS ESSENTIALLY REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHIRAG JANI MD | |||||||||||||
| BOARD MBR/PHYS. | $1,666,500 | $155,255 | $20,734 | $5,829 | $40,723 | $1,889,041 | |||||||
| DANIEL MARTIN MD | |||||||||||||
| BOARD MBR/PHYS. | $1,317,168 | $310,551 | $20,298 | $8,550 | $30,481 | $1,687,048 | |||||||
| JOSE TONGOL MD | |||||||||||||
| PHYSICIAN | $983,402 | $611,101 | $22,943 | $8,550 | $28,012 | $1,654,008 | |||||||
| JOHN FENNESSY MD | |||||||||||||
| PHYSICIAN | $1,008,879 | $516,882 | $32,119 | $8,550 | $37,973 | $1,604,403 | |||||||
| SCOTT STEINER | |||||||||||||
| BD MEM/PPHS CEO/PRES | $879,828 | $285,000 | $20,857 | $236,675 | $34,018 | $1,456,378 | |||||||
| LAMAR HOUSTON MOREE JR MD | |||||||||||||
| VICE-CHAIR/PHYS. | $1,114,932 | $259,930 | $7,473 | $8,550 | $19,429 | $1,410,314 | |||||||
| TROY SKIDMORE MD | |||||||||||||
| PHYSICIAN | $975,794 | $312,469 | $34,201 | $8,550 | $33,667 | $1,364,681 | |||||||
| KIMBERLY S BROWN MD | |||||||||||||
| PHYSICIAN | $1,270,675 | $22,802 | $8,550 | $23,325 | $1,325,352 | ||||||||
| BRIAN CHURCH | |||||||||||||
| BD MEMB/PPHS CFO/CAO | $624,591 | $198,679 | $20,062 | $140,122 | $37,973 | $1,021,427 | |||||||
| WAEL AZER MD | |||||||||||||
| PHYSICIAN | $615,912 | $195,691 | $186,782 | $7,766 | $12,929 | $1,019,080 | |||||||
| SURESH LAKHANPAL MD | |||||||||||||
| BOARD MBR/PPG PRES | $663,344 | $85,469 | $22,942 | $148,446 | $39,836 | $960,037 | |||||||
| MARK COHEN MD | |||||||||||||
| BOARD MBR/PHYS. | $766,030 | $7,078 | $8,550 | $23,115 | $804,773 | ||||||||
| SANJAY MUNIREDDY MD | |||||||||||||
| BOARD MBR/PHYS. | $695,591 | $5,680 | $844 | $7,695 | $37,973 | $747,783 | |||||||
| KATHERINE HUDSON MD | |||||||||||||
| BOARD MBR/PHYSICIAN | $348,696 | $12,495 | $194,423 | $8,015 | $24,686 | $588,315 | $62,198 | $3,472 | $2,015 | $13,356 | $81,041 | ||
| RICHARD BOWE MD | |||||||||||||
| CHAIR/PHYSICIAN | $602,150 | $5,396 | $23,173 | $8,550 | $20,643 | $659,912 | |||||||
| DAWN BENSON | |||||||||||||
| SVP- GENERAL COUNSEL | $425,246 | $66,712 | $87,836 | $75,262 | $655,056 | $46,052 | |||||||
| JASON LANGER DO FACS FACOS | |||||||||||||
| BOARD MBR/PHYS. | $429,904 | $81,304 | $415 | $8,550 | $16,090 | $536,263 | |||||||
| DEREK HEARD MD | |||||||||||||
| BOARD MBR/PHYS. | $270,972 | $71,984 | $20,811 | $4,762 | $30,735 | $399,264 | |||||||
| MATTHEW ROBERTSON | |||||||||||||
| CAO | $273,974 | $32,063 | $425 | $5,427 | $40,592 | $352,481 | |||||||
| WILLIAM PEAVY FRICKS JR MD | |||||||||||||
| BOARD MBER/PHYS. | $286,228 | $14,042 | $456 | $8,550 | $37,973 | $347,249 | |||||||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PAGE 1, PART I, LINE 4 | SCOTT STEINER 0 228,125 0 BRIAN CHURCH 0 131,572 0 SURESH LAKHANPAL, M.D. 0 139,896 0 DAWN BENSON 0 66,712 0 |
| SCHEDULE J, PART III | SCHEDULE J, PART I, LINE 4 - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS: DEFERRED COMPENSATION PLAN 457(B): THE DEFERRED COMPENSATION PLAN IS AN ADDITIONAL RETIREMENT PLAN OFFERED THROUGH PHOEBE PUTNEY. THE 457(B) PLAN IS AN ELIGIBLE DEFERRED COMPENSATION PLAN THAT ALLOWS ONE TO DEFER ADDITIONAL DOLLARS TOWARDS RETIREMENT. HIGHLIGHTS INCLUDE: O NOT LIMITED BY THE AMOUNTS DEFERRED INTO THE PHOEBE 403(B) O PLAN IS SUBJECT TO ANNUAL DEFERRAL LIMITS SET BY THE IRS O PER IRS REGULATIONS, EACH PARTICIPANT IS A GENERAL UNSECURED CREDITOR OF THE PLAN SPONSOR. AN ELIGIBLE EMPLOYEE IS ONE WHO IS DETERMINED BY THE EMPLOYER TO BE A MEMBER OF A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES WITHIN THE MEANING OF SECTIONS 201(2), 301(A)(3), AND 401(A)(1) OF ERISA. SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) 457(F): PPHS RELIES ON AN INDEPENDENT COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, SURVEYS, WELL DOCUMENTED METHODS AND BOARD APPROVAL TO ESTABLISH TOTAL COMPENSATION OF THE CEO AND EXECUTIVE OFFICERS. CERTAIN BOARD APPROVED EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN A SERP THAT PROVIDES CERTAIN DEFINED ANNUAL PAY CREDITS THAT ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THE PURPOSE OF THE SERP IS TO PROVIDE A LONG-TERM INCENTIVE AND RETIREMENT BENEFIT FOR AFFECTED EXECUTIVES CONSISTENT WITH THE BENEFIT AVAILABLE TO EMPLOYEES NOT IMPACTED BY IRS COMPENSATION LIMITS ON DEFINED BENEFIT PLANS. THE AMOUNTS REPORTED AS SUPPLEMENTAL EXECUTIVE RETIREMENT COMPENSATION FOR ELIGIBLE EMPLOYEES IN SCHEDULE J REPRESENT CREDITED, BUT NOT VESTED, BENEFITS, AND THE AMOUNTS ARE AVAILABLE IN FUTURE PERIODS TO THE EMPLOYEE SUBJECT TO CONTINUING EMPLOYMENT. PPHS MAINTAINS OWNERSHIP OF THE FUNDS ALLOCATED TO EACH PARTICIPANT UNTIL VESTING AND PAYMENT. FOR A PARTICIPANT IN THE SERP PRIOR TO 1/1/2017 (A "GRANDFATHERED PARTICIPANT"), WITH PAY CREDITS FOR PLAN YEARS BEGINNING PRIOR TO 1/1/2020, THE INITIAL VESTING DATE WILL OCCUR ON THE DATE THE PARTICIPANT ATTAINS FIVE YEARS OF PARTICIPATION UNDER THE PLAN. AFTER THE INITIAL VESTING DATE, A GRANDFATHERED PARTICIPANT SHALL HAVE A NEW VESTING DATE ONCE EVERY 5 YEARS. THESE ADDITIONAL VESTING DATES WILL OCCUR ON THE 5TH ANNIVERSARY OF EACH VESTING DATE AFTER THE INITIAL VESTING DATE. ON EACH VESTING DATE, A GRANDFATHERED PARTICIPANT WILL BECOME 100% VESTED IN AN AMOUNT EQUAL TO THE PARTICIPANT'S ACCOUNT BALANCE REDUCED BY ANY PAY CREDITS CREDITED TO THE ACCOUNT FOR THE 2 MOST RECENT PLAN YEARS. GRANDFATHERED PARTICIPANTS WITH PAY CREDITS FOR PLAN YEARS BEGINNING ON OR AFTER 1/1/2020, EACH YEAR'S ANNUAL PAY CREDIT PLUS SUBSEQUENT EARNINGS AND/OR LOSSES WILL VEST AFTER 5 YEARS OF CONTINUOUS EMPLOYMENT. EACH CONTRIBUTION IS SUBJECT TO A SEPARATE AND INDEPENDENT 5 YEAR CONTINUOUS EMPLOYMENT REQUIREMENT. FOR PARTICIPANTS INITIALLY PARTICIPATING IN THE SERP AFTER 12/31/2016 (A "CONTEMPORARY PARTICIPANT"), EACH YEAR'S ANNUAL PAY CREDIT PLUS SUBSEQUENT EARNINGS AND/OR LOSSES WILL 100% VEST ON THAT PAY CREDITS' 5TH ANNIVERSARY, PROVIDED THAT THE PARTICIPANT REMAINS IN THE CONTINUOUS EMPLOYMENT THROUGHOUT THE 5-YEAR PERIOD FOR EACH ANNUAL PAY CREDIT. IF ANY ELIGIBLE PARTICIPANT ATTAINS NORMAL RETIREMENT AGE PRIOR TO SEPARATION FROM SERVICE, THEY SHALL VEST IN 100% OF THE ACCOUNT BALANCE. ONCE VESTED, EACH PARTICIPANT SHALL RECEIVE A DISTRIBUTION OF THEIR ENTIRE VESTED AMOUNT WITHIN A REASONABLE PERIOD NOT TO EXCEED 2.5 MONTHS. THIS DISTRIBUTION IS TREATED AS REPORTABLE COMPENSATION TO THE PARTICIPANT AND IS INCLUDED IN PART II, COLUMN B(III). THEREFORE, PART II, COLUMN B(III) INCLUDES PRIOR YEAR SERP DEFERRALS PREVIOUSLY REPORTED IN PART II, COLUMN C. ANY DISTRIBUTION AMOUNT INCLUDED IN PART II, COLUMN B(III) THAT WAS PREVIOUSLY REPORTED IN PRIOR PERIODS AS DEFERRED COMPENSATION IN PART II, COLUMN C IS DISCLOSED IN PART II, COLUMN F. SCHEDULE J, PART II, COLUMN B(II) CERTAIN EXECUTIVE OFFICERS AND PHYSICIANS ARE ELIGIBLE FOR BONUS/INCENTIVE PAYMENTS. THESE BONUSES ARE DETERMINED BASED ON THE ACHIEVEMENT OF VARIOUS ORGANIZATIONAL AND PERSONAL PERFORMANCE GOALS ESTABLISHED BY A FORMAL PROCESS IN KEEPING WITH THE ORGANIZATION'S TAX-EXEMPT STATUS. COMPENSATION PROCESS FOR TOP OFFICIAL AS DETERMINED BY PPHS THE ORGANIZATION'S FORMAL PROCESS FOR DETERMINING TOTAL COMPENSATION FOR THE CEO IS INTENDED TO PROVIDE REASONABLE COMPENSATION FOR ACCOMPLISHING THE ORGANIZATION'S MISSION, ACHIEVE ITS STRATEGIC GOALS, TO RECOGNIZE PERFORMANCE, AND TO OPERATE IN KEEPING WITH THE ORGANIZATION'S OBLIGATIONS AS A TAX-EXEMPT CHARITABLE ORGANIZATION. THE EXECUTIVE COMPENSATION COMMITTEE OF THE PPHS'S BOARD OF DIRECTORS CONDUCTS AN ANNUAL REVIEW OF THE COMPENSATION OF THE CEO. THE COMMITTEE RETAINS A QUALIFIED INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT COMPETITIVE MARKET ANALYSIS OF THE MARKET RANGES OF BASE, INCENTIVE AND TOTAL CASH COMPENSATION. THE INFORMATION THE COMMITTEE MAY CONSIDER CAN INCLUDE BUT IS NOT LIMITED TO THE PERFORMANCE OF AN INDIVIDUAL, THE PERFORMANCE OF THE ORGANIZATION, AN INDIVIDUAL'S LENGTH OF SERVICE, CREDENTIALS AND EXPERIENCE, THE ELEMENTS OF TOTAL COMPENSATION AND SALARY HISTORY, THE ORGANIZATION'S COMPENSATION TARGETS, AND COMPARABILITY DATA, INCLUDING THE DATA PREPARED BY THE INDEPENDENT CONSULTANT AND REVIEWED WITH THE COMMITTEE. THE COMMITTEE INCORPORATES A FORMAL PERFORMANCE APPRAISAL PROCESS IN THE CEO COMPENSATION REVIEW. IT UTILIZES A MULTI-PERSPECTIVE APPROACH AND PERFORMANCE MEASURES WHICH ARE LINKED TO THE ORGANIZATION'S LONG-TERM STRATEGIC PLAN AND ACHIEVEMENT OF ANNUAL SYSTEM OBJECTIVES. THE CEO IS NOT PRESENT WHEN THE COMMITTEE DISCUSSES AND ESTABLISHES HIS COMPENSATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 6 | THE SOLE MEMBER OF PHOEBE PHYSICIAN GROUP, INC. SHALL BE PHOEBE PUTNEY HEALTH SYSTEM, INC. (PPHS). |
| FORM 990, PAGE 6, PART VI, LINE 7A | THE BOARD OF DIRECTORS OF PPHS, THE PARENT ORGANIZATION, SHALL APPOINT ALL DIRECTORS OF THE FILING ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 7B | THE SOLE MEMBER, PPHS, SHALL HAVE THE FOLLOWING RESPONSIBILITIES: - THE MEMBER SHALL APPOINT OR REMOVE THE ORGANIZATION'S DIRECTORS. - THE MEMBER SHALL SELECT OR REMOVE THE ORGANIZATION'S OFFICERS. - THE MEMBER SHALL APPROVE ALL AMENDMENTS TO THE ORGANIZATION'S ARTICLES OF INCORPORATION AND BYLAWS BEFORE THEY MAY BECOME EFFECTIVE. - THE MEMBER SHALL APPROVE ANY ANNUAL OPERATING OR CAPITAL BUDGETS. - THE MEMBER SHALL APPOINT OR REMOVE THE INDEPENDENT AUDITORS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE INDEPENDENT ACCOUNTING FIRM THAT PREPARES THE FORM 990 (BASED UPON INFORMATION PROVIDED BY THE ORGANIZATION) PROVIDES A COMPLETE COPY OF THE RETURN WITH APPLICABLE SCHEDULES TO BE REVIEWED BY MANAGEMENT. MANAGEMENT PERFORMS A DETAILED REVIEW WHICH CONSISTS OF REVIEWING THE FINANCIAL DATA, THE NARRATIVES DISCLOSED, AND OTHER FACTS PRESENTED ON THE RETURN. UPON REVIEW, THE FORM 990 IS THEN FORWARDED TO THE FINANCE COMMITTEE FOR THEIR REVIEW, TO GAIN THEIR COMMENTS AND APPROVAL. UPON APPROVAL FROM THE FINANCE COMMITTEE, THE FORM 990 AND RELATED SCHEDULES ARE PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND FEEDBACK. ONCE THE FORM 990 IS REVIEWED BY ALL APPLICABLE PARTIES, A COPY OF THE FINAL VERSION IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ON AN ANNUAL BASIS, PHOEBE PHYSICIAN GROUP, INC. (PPG) BOARD MEMBERS AS WELL AS ALL OFFICERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE. THIS QUESTIONNAIRE IS ADMINISTERED BY THE PPHS COMPLIANCE DEPARTMENT AND THE DOCUMENT ASKS EACH INDIVIDUAL TO DISCLOSE ANY PERSONAL, BUSINESS, OR OTHER AFFILIATIONS AND MONETARY AMOUNT IF APPLICABLE THAT THEY OR THEIR IMMEDIATE FAMILY MEMBERS HAVE HAD WITHIN THE PAST 12 MONTHS WITH PPG OR ANY RELATED ENTITIES. ALL RESPONSES ARE THEN EVALUATED BY THE PPHS COMPLIANCE DEPARTMENT. IN THE CASE OF AN EXISTING CONFLICT, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL TO SUCH TRANSACTIONS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC ITS CONFLICT OF INTEREST AND AUDITED FINANCIAL STATEMENTS ON THE ORGANIZATION'S WEBSITE, BY PROVIDING COPIES UPON REQUEST, AND BY INSPECTION AT THE ADMINISTRATIVE OFFICES OF THE ORGANIZATION. |
| FORM 990, PART IX, LINE 11G | CONTRACT STAFFING 7,202,986 3,716,013 0 CONTRACT SERVICES 10,331,317 9,097,796 0 CONSULTING FEES 176,721 2,765,078 0 COLLECTION FEES 384,273 0 0 DIRECT PATIENT SERVICES 804,600 0 0 TOTAL 18,899,897 15,578,887 0 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| PHOEBE PUTNEY HEALTH SYSTEM INC | ||||||||||
| PO BOX 3770 | ALBANY | GA | 317063770 | 582001014 | HEALTHCARE | GA | 501C3 | 12C | NA | false |
| PHOEBE PUTNEY MEMORIAL HOSPITAL INC | ||||||||||
| PO BOX 3770 | ALBANY | GA | 317063770 | 581928247 | HEALTHCARE | GA | 501C3 | 3 | PPHS | false |
| PHOEBE SUMTER MEDICAL CENTER INC | ||||||||||
| 126 HIGHWAY 280 WEST | AMERICUS | GA | 317198645 | 263975185 | HEALTHCARE | GA | 501C3 | 3 | PPHS | false |
| PHOEBE WORTH MEDICAL CENTER INC | ||||||||||
| PO BOX 545 | SYLVESTER | GA | 317910545 | 383647394 | HEALTHCARE | GA | 501C3 | 3 | PPHS | false |
| PHOEBE FOUNDATION INC | ||||||||||
| PO BOX 3770 | ALBANY | GA | 317063770 | 581847104 | FOUNDATION | GA | 501C3 | 12A | PPHS | false |
| PHOEBE DORMINY MEDICAL CENTER INC | ||||||||||
| PO BOX 3770 | ALBANY | GA | 317063770 | 452041878 | HEALTHCARE | GA | 501C3 | 3 | PPHS | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PHOEBE PUTNEY HEALTH VENTURES INC | |||||||||||||
| PO BOX 3770 | ALBANY | GA | 317063770 | 581963401 | HEALTHCARE | GA | N/A | false | |||||
| PHOEBE PUTNEY INDEMNITY LTD | |||||||||||||
| 981492026 | INSURANCE | N/A | false | 113 S CHURCH ST 5TH FL QUEENSGATE | GRAND CAYMAN | CJ | KY1-1102 | CJ | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |