JOHN MUIR PHYSICIAN NETWORK: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MUIR PHYSICIAN NETWORK (EIN 68-0360801)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202243139349304154
- Schema version
- 2021v4.2
- 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 | 2022-11-09T13:43:10-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MISSION TOWERS I 3975 FREEDOM | AddressLine1Txt |
| Address Line2 | CIRCLE DR | AddressLine2Txt |
| City | SANTA CLARA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680360801 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR PHYSICIAN NETWORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9259393000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BOULEVARD | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN PASS | PersonNm |
| Person Title | SENIOR VP/CFO | PersonTitleTxt |
| Phone | 9259363000 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTIAN | PersonFirstNm |
| Person Last | PASS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAREY MCKEE | PreparerPersonNm |
| PTIN | P01281067 | PTIN |
| Phone | 4083675764 | PhoneNum |
| Preparation | 2022-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTIAN PASS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BLVD | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $556,018,206 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JOHNMUIRHEALTH.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1283 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $63,958,705 | PYContributionsGrantsAmt |
| CY Contributions Grants | $123,573,932 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $373,713,939 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $424,927,623 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,379 | PYInvestmentIncomeAmt |
| CY Investment Income | $292,460 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $437,709,023 | PYTotalRevenueAmt |
| CY Total Revenue | $548,794,015 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,340,231 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,477,037 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $79,367,548 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $94,373,208 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $348,274,338 | PYOtherExpensesAmt |
| CY Other Expenses | $422,583,402 | CYOtherExpensesAmt |
| PY Total Expenses | $440,982,117 | PYTotalExpensesAmt |
| CY Total Expenses | $524,433,647 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,273,094 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $24,360,368 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $195,368,788 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,370,876 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $133,019,323 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $130,660,803 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,349,465 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $86,710,073 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ESTABLISH, OPERATE AND MAINTAIN MULTI-SPECIALTY MEDICAL CLINICS FOR THE PROVISION OF HEALTHCARE SERVICES. ENGAGE IN, SPONSOR AND PROMOTE CHARITABLE HEALTHCARE, EDUCATIONAL AND MEDICAL RESEARCH ACTIVITIES AND PROVIDE HEALTH PLAN SERVICES AND PHYSICIAN PANEL TO OUR HEALTH PLAN PARTNERS FOR HMO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $356,965,737 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $288,219,285 | RevenueAmt |
| Desc | CLINIC OPERATIONS:THE CLINIC OPERATIONS DIVISION PROVIDES PRIMARY CARE AND URGENT CARE SERVICES TO OVER 500,000 PATIENTS AT MORE THAN 97 CENTERS THROUGHOUT THE SERVICE AREA. THE PHYSICIAN NETWORK'S PRIMARY CARE AND URGENT CARE CENTERS ARE STAFFED BY APPROXIMATELY 287 PRIMARY CARE PHYSICIANS (FAMILY PRACTICE, INTERNAL MEDICINE AND PEDIATRICS, AMONG OTHERS) AFFILIATED WITH JOHN MUIR MEDICAL GROUP, INC., A CALIFORNIA PROFESSIONAL CORPORATION. IN ADDITION TO THE FOREGOING, THE CLINIC OPERATIONS DIVISION OPERATES THE PHYSICIAN NETWORK'S OSTEOPOROSIS CENTER, WEIGHT MANAGEMENT PROGRAM, AND HOSPITALIST PROGRAM. THE NETWORK ALSO HAS SPECIALTY PHYSICIANS IN CARDIOLOGY, COLORECTAL CANCER, RHEUMATOLOGY AND OBSTETRICS. THE JOHN MUIR PHYSICIAN NETWORK RECEIVED ELITE STATUS FROM CALIFORNIA ASSOCIATION OF PHYSICIAN GROUPS (CAPG) FOR THE TENTH CONSECUTIVE YEAR BASED UPON HOW WELL-EQUIPPED AND ORGANIZED THE NETWORK IS TO DELIVER A HIGH-QUALITY PATIENT EXPERIENCE, COORDINATE CARE AND PROVIDE FOR POPULATION HEALTH PROGRAMS, WHILE AT THE SAME TIME IMPROVING THE OVERALL AFFORDABILITY OF HEALTH CARE SERVICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $114,055,592 | ExpenseAmt |
| Grant | $7,477,037 | GrantAmt |
| Revenue | $134,350,411 | RevenueAmt |
| Desc | MANAGED CARE DIVISION:THE JOHN MUIR PHYSICIAN NETWORK, A CALIFORNIA MEDICAL FOUNDATION, IS DELEGATED BY HMO HEALTH PLANS TO PROVIDE THE ADMINISTRATIVE AND MANAGEMENT SERVICES FOR HEALTH PLAN MEMBERS. THE MANAGED CARE DIVISION CONDUCTS MEDICAL MANAGEMENT, CLAIMS PROCESSING, ELIGIBILITY, PROVIDER CREDENTIALING, AUTHORIZATIONS, UTILIZATION MANAGEMENT AND QUALITY IMPROVEMENT. AS PART OF ITS OPERATIONS, JOHN MUIR PHYSICIAN NETWORK OPERATES A MEDICARE ACCOUNTABLE ORGANIZATION, WHICH BRINGS TOGETHER GROUPS OF PROVIDERS WHO AGREE TO COORDINATE CARE FOR MEDICARE FEE-FOR-SERVICE BENEFICIARIES AND BE ACCOUNTABLE FOR THE QUALITY AND COST OF THEIR CARE (THROUGH A SYSTEM OF QUALITY METRICS AND SHARED SAVINGS). | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,379,471 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,357,927 | RevenueAmt |
| Desc | CLINICAL RESEARCH DIVISION:JOHN MUIR PHYSICIAN NETWORK CLINICAL RESEARCH CENTER IS A TOP RATED AND HIGHLY REPUTABLE CLINICAL RESEARCH SITE IN OUR REGION. THE CLINICAL RESEARCH CENTER HAS COMPLETED OVER 450 CLINICAL TRIALS SPONSORED BY THE PHARMACEUTICAL AND BIOTECHNOLOGICAL INDUSTRY. JOHN MUIR PHYSICIAN NETWORK CLINICAL RESEARCH CENTER FOCUSES ON PHASE II, III AND IV CLINICAL TRIALS. WE PROVIDE RAPID ENROLLMENT, HIGH DATA INTEGRITY, AS WELL AS COMPASSIONATE AND QUALITY CARE TO OUR RESEARCH SUBJECTS. OUR RESEARCH MEDICAL DIRECTOR IS BOARD-CERTIFIED IN ENDOCRINOLOGY AND INTERNAL MEDICINE AND IS ALSO A CERTIFIED PRINCIPAL INVESTIGATOR BY THE ASSOCIATION OF CLINICAL RESEARCH PROFESSIONAL (ACRP). FIVE OF THE CLINICAL COORDINATORS ARE ALSO CERTIFIED BY ACRP. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $474,400,800 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 648 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1283 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTIAN PASS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9259393000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BLVD | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN ODNE | |||||||||
| CHAIRMAN | 5.00 | 10.00 | Yes (X) | Yes (X) | $0 | $31,250 | $0 | ||
| JAY HARRIS | |||||||||
| VICE CHAIRMAN | 5.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN SAYRES | |||||||||
| SECRETARY/TREASURER | 5.00 | 10.00 | Yes (X) | Yes (X) | $0 | $31,250 | $0 | ||
| LAURA MARKSTEIN | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER BAILEY | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $31,250 | $0 | |||
| JACK THOMPSON | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $31,250 | $0 | |||
| ANNE GRODIN | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $31,250 | $0 | |||
| PETE WILSON | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| TAEJOON AHN MD | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $31,250 | $0 | |||
| RAVI HUNDAL MD | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $31,250 | $0 | |||
| JOHN MERSON MD | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK MUSCO MD | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $31,250 | $0 | |||
| CHI PERLROTH MD | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $31,250 | $0 | |||
| JOHANNES PETERS MD | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $31,250 | $0 | |||
| CALVIN KNIGHT | |||||||||
| EX-OFFICIO DIRECTOR | 5.00 | 70.00 | Yes (X) | $0 | $4,227,689 | $1,614,584 | |||
| CHRISTIAN PASS | |||||||||
| SENIOR VP/CFO | 5.00 | 70.00 | Yes (X) | $0 | $1,035,722 | $535,300 | |||
| LEE HUSKINS | |||||||||
| PRESIDENT/CAO (THROUGH 09/03/21) | 5.00 | 70.00 | Yes (X) | $762,568 | $0 | $343,490 | |||
| MAUREEN STEVENSON MD | |||||||||
| SENIOR VP | 60.00 | 0.00 | Yes (X) | $155,727 | $0 | $70,251 | |||
| PAUL DEERINGER | |||||||||
| VP STRATEGY AND EMERGING BUS | 60.00 | 0.00 | $607,057 | $0 | $237,389 | Yes (X) | |||
| LAURA KAZAGLIS | |||||||||
| VP PRIMARY CARE OPERATIONS | 60.00 | 0.00 | $437,351 | $0 | $178,481 | Yes (X) | |||
| SHELLEY HORWITZ | |||||||||
| VP PHYSICIAN RELATIONS AND INT | 60.00 | 0.00 | $331,272 | $0 | $108,156 | Yes (X) | |||
| TOM MACMILLAN | |||||||||
| DIRECTOR, PHYSICIAN SERVICES | 60.00 | 0.00 | $295,300 | $0 | $74,134 | Yes (X) | |||
| ZARAH ROSS | |||||||||
| EXECUTIVE DIR, CONTRACTS | 60.00 | 0.00 | $278,886 | $0 | $104,626 | Yes (X) | |||
| BAZIL FONSECA | |||||||||
| EXECUTIVE DIR, PRACTICE MGMT | 60.00 | 0.00 | $265,324 | $0 | $79,132 | Yes (X) | |||
| SHELLY POOLE | |||||||||
| EXECUTIVE DIR, PRACTICE MGMT | 60.00 | 0.00 | $253,091 | $0 | $69,630 | Yes (X) | |||
| CHRISTOPHER TAYLOR | |||||||||
| EXECUTIVE DIR, PRACTICE MGMT | 60.00 | 0.00 | $251,781 | $0 | $67,252 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,638,357 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,575,911 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,482,425 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 181 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JOHN MUIR MEDICAL GROUP | |||||
| 1450 TREAT BOULEVARD | WALNUT CREEK | CA | 94598 | MEDICAL | $116,852,697 |
| JOHN MUIR SPECIALITY GROUP | |||||
| 1450 TREAT BOULEVARD | WALNUT CREEK | CA | 94598 | MEDICAL | $18,603,369 |
| JOHN MUIR CARDIOVASCULAR GROUP | |||||
| 1450 TREAT BOULEVARD | WALNUT CREEK | CA | 94598 | MEDICAL | $17,696,598 |
| BAY AREA SURGICAL SPECIALIST | |||||
| PO BOX 97297 | LAS VEGAS | NV | 89193 | MEDICAL | $11,668,977 |
| ALLERGY & ASTHMA MEDICAL GROUP | |||||
| 370 N WIGET LANE SUITE 210 | WALNUT CREEK | CA | 94598 | MEDICAL | $8,134,168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 114 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $123,573,932 | RelatedOrganizationsAmt |
| Total Contributions | $123,573,932 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT REVENUE | 624100 | $200,124,442 | $200,124,442 |
| PREMIUM REVENUE | 624100 | $130,747,407 | $130,747,407 |
| OTHER SERVICE REVENUE | 624100 | $94,055,774 | $94,055,774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $424,927,623 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $409 | TotalRevenueColumnAmt |
| Exclusion | $409 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $7,516,242 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $7,224,191 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $292,051 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $292,051 | TotalRevenueColumnAmt |
| Exclusion | $292,051 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $548,794,015 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $424,927,623 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $292,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,477,037 | TotalAmt |
| Program Services | $7,477,037 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,287,869 | TotalAmt |
| Program Services | $2,790,786 | ProgramServicesAmt |
| Management And General | $497,083 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,960,262 | TotalAmt |
| Program Services | $66,138,671 | ProgramServicesAmt |
| Management And General | $3,821,591 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,515,618 | TotalAmt |
| Program Services | $2,767,665 | ProgramServicesAmt |
| Management And General | $747,953 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,456,964 | TotalAmt |
| Program Services | $11,868,058 | ProgramServicesAmt |
| Management And General | $588,906 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,152,495 | TotalAmt |
| Program Services | $4,917,905 | ProgramServicesAmt |
| Management And General | $234,590 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,375,590 | TotalAmt |
| Program Services | $13,939,896 | ProgramServicesAmt |
| Management And General | $435,694 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,967 | TotalAmt |
| Program Services | $34,094 | ProgramServicesAmt |
| Management And General | $65,873 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,275,159 | TotalAmt |
| Program Services | $281,576,910 | ProgramServicesAmt |
| Management And General | $5,698,249 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,364,320 | TotalAmt |
| Program Services | $1,069,125 | ProgramServicesAmt |
| Management And General | $295,195 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,177,651 | TotalAmt |
| Program Services | $16,770,190 | ProgramServicesAmt |
| Management And General | $2,407,461 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,852 | TotalAmt |
| Program Services | $12,385 | ProgramServicesAmt |
| Management And General | $2,467 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,563,716 | TotalAmt |
| Program Services | $219 | ProgramServicesAmt |
| Management And General | $1,563,497 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,658,199 | TotalAmt |
| Program Services | $10,090,664 | ProgramServicesAmt |
| Management And General | $1,567,535 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,353,608 | TotalAmt |
| Program Services | $1,528,893 | ProgramServicesAmt |
| Management And General | $824,715 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PHARMACEUTICALS | $47,340,243 | $47,340,243 | |
| ADMINISTRATIVE SERVICES | $31,099,458 | $31,099,458 | |
| MEDICAL SUPPLIES | $3,647,330 | $3,647,330 | |
| UNCOLLECTIBLE ACCOUNTS | $1,632,116 | $1,632,116 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $981,193 | TotalAmt |
| Program Services | $798,613 | ProgramServicesAmt |
| Management And General | $182,580 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,433,647 | TotalAmt |
| Program Services | $474,400,800 | ProgramServicesAmt |
| Management And General | $50,032,847 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,480 | BOYAmt |
| EOY | $3,422 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,330,852 | BOYAmt |
| EOY | $13,778,460 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,073,632 | BOYAmt |
| EOY | $44,004,553 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $320,719 | BOYAmt |
| EOY | $1,326,895 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $690,472 | BOYAmt |
| EOY | $838,079 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $196,605,067 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,250,674 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,617,871 | BOYAmt |
| EOY | $138,354,393 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $14,495,187 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,727,207 | BOYAmt |
| EOY | $3,092,839 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,600,555 | BOYAmt |
| EOY | $1,477,048 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,368,788 | BOYAmt |
| EOY | $217,370,876 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,987,250 | BOYAmt |
| EOY | $23,184,029 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $234,900 | BOYAmt |
| EOY | $77,389 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,797,173 | BOYAmt |
| EOY | $107,399,385 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,019,323 | BOYAmt |
| EOY | $130,660,803 | 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 | $62,349,465 | BOYAmt |
| EOY | $86,710,073 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,349,465 | BOYAmt |
| EOY | $86,710,073 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,368,788 | BOYAmt |
| EOY | $217,370,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $24,360,368 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | $240 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 3 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (3 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| JOHN MUIR HEALTH | ||||
| 941461843 | 3 | Yes (1) | $7,158,478 | $466,923,763 |
| JOHN MUIR BEHAVIORAL HEALTH | ||||
| 680249685 | 3 | 0 | $314,405 | $0 |
| JOHN MUIR HEALTH FOUNDATION | ||||
| 942650855 | 7 | 0 | $4,154 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 3 | SupportedOrganizationsTotalCnt |
| Support Sum | $7,477,037 | SupportSumAmt |
| Other Support Sum | $466,923,763 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 12G, COLUMN VI | AMOUNT OF OTHER SUPPORT IN SUPPORT OF JOHN MUIR HEALTH'S MISSION TO PROVIDE A NETWORK OF PRIMARY CARE AND SPECIALTY PHYSICIANS TO THE COMMUNITIES THEY SERVE, JOHN MUIR PHYSICIAN NETWORK HAS SUPPORTED PROGRAMS TOTALING $466,923,763 DURING 2021. SEE SCHEDULE O FOR ADDITIONAL DETAIL REGARDING THE PROGRAMS THAT WERE FUNDED. |
| PART-IV, SECTION A, LINE 1 | SUPPORTED ORGANIZATIONS NOT LISTED IN GOVERNING DOCUMENTS JOHN MUIR HEALTH IS THE SOLE MEMBER OF JOHN MUIR BEHAVIORAL HEALTH AND JOHN MUIR HEALTH FOUNDATION, WHICH ARE A PART OF THE JOHN MUIR HEALTH SYSTEM. JOHN MUIR HEALTH AND JOHN MUIR BEHAVIORAL HEALTH SHARE THE SAME PRESIDENT/CEO, CFO AND BOARD OF DIRECTORS. JOHN MUIR HEALTH AND JOHN MUIR HEALTH FOUNDATION SHARE A CFO. IN ADDITION, JOHN MUIR HEALTH'S PRESIDENT/CEO IS ON THE BOARD OF THE FOUNDATION AND THE FOUNDATION'S PRESIDENT IS A VICE PRESIDENT OF JOHN MUIR HEALTH. |
| PART-IV, SECTION A, LINE 6 | SUPPORT PROVIDED TO OTHER THAN SUPPORTED ORGANIZATION JOHN MUIR PHYSICIAN NETWORK ALSO PROVIDES SUPPORT TO JOHN MUIR BEHAVIORAL HEALTH THAT IS PART OF THE JOHN MUIR HEALTH SYSTEMS. GRANTS PROVIDED TO OTHER ORGANIZATIONS MUST ALIGN WITH JOHN MUIR PHYSICIAN NETWORK AND JOHN MUIR HEALTH'S MISSIONS. GRANTS ARE MONITORED BY JOHN MUIR FINANCIAL MANAGEMENT TO ENSURE RESTRICTED FUNDS ARE USED CONSISTENT WITH THE 501(C)(3) PURPOSES AS DESCRIBED IN SECTION 170(C)(2)(B). |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,640,000 | OtherCostOrOtherBasisAmt |
| Book Value | $14,640,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,728,139 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,013,682 | DepreciationAmt |
| Book Value | $59,714,457 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,910,143 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,282,761 | DepreciationAmt |
| Book Value | $43,627,382 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,621,956 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,954,231 | DepreciationAmt |
| Book Value | $19,667,725 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $704,829 | OtherCostOrOtherBasisAmt |
| Book Value | $704,829 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $138,354,393 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WALNUT CREEK CANCER PROGRAM, LLC | Desc |
| Book Value | $14,495,187 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $14,495,187 | TotalBookValueProgramRltdAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY | $94,863,546 |
| LIABILITY TO RELATED PARTY | $11,252,579 |
| OTHER LIABILITIES | $1,283,260 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $107,399,385 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $547,161,899 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $547,161,899 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,632,116 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,632,116 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $548,794,015 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $522,801,531 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $522,801,531 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,632,116 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,632,116 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $524,433,647 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UNCERTAIN TAX POSITIONS THE HEALTH SYSTEM RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. RECOGNIZED INCOME TAX POSITIONS ARE MEASURED USING THE LARGEST AMOUNT THAT EXCEEDS A 50% PROBABILITY OF BEING REALIZED. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN ESTIMATE OCCURS. |
| PART XI, LINE 4B: | REVENUE REPORTED GROSS ON FORM 990, NET ON AUDITED FIN STMT UNCOLLECTIBLE ACCOUNTS $1,632,116. |
| PART XII, LINE 4B: | EXPENSE REPORTED GROSS ON FORM 990, NET ON AUDITED FIN STMT UNCOLLECTIBLE ACCOUNTS $1,632,116. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MUIR HEALTH | ||||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | 941461843 | 501(C)(3) | $7,158,478 | $0 | N/A | N/A | GENERAL SUPPORT |
| JOHN MUIR BEHAVIORAL HEALTH | ||||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | 680249685 | 501(C)(3) | $314,405 | $0 | N/A | N/A | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT MONITORING PROCESS JOHN MUIR HEALTH FINANCIAL MANAGEMENT MONITORS THE USE OF RESTRICTED FUNDS TO MEET THE INTENDED PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CALVIN KNIGHT | ||||||||||||||
| EX-OFFICIO DIRECTOR | $0 | $1,377,460 | $0 | $2,050,413 | $0 | $799,816 | $0 | $1,588,903 | $0 | $25,681 | $0 | $5,842,273 | $0 | $2,050,413 |
| CHRISTIAN PASS | ||||||||||||||
| SENIOR VP/CFO | $0 | $701,583 | $0 | $322,443 | $0 | $11,696 | $0 | $502,984 | $0 | $32,316 | $0 | $1,571,022 | $0 | $322,443 |
| LEE HUSKINS | ||||||||||||||
| PRESIDENT/CAO (THROUGH 09/03/21) | $362,802 | $0 | $236,784 | $0 | $162,982 | $0 | $331,027 | $0 | $12,463 | $0 | $1,106,058 | $0 | $236,784 | $0 |
| PAUL DEERINGER | ||||||||||||||
| VP STRATEGY AND EMERGING BUS | $440,539 | $0 | $154,776 | $0 | $11,742 | $0 | $216,485 | $0 | $20,904 | $0 | $844,446 | $0 | $154,776 | $0 |
| LAURA KAZAGLIS | ||||||||||||||
| VP PRIMARY CARE OPERATIONS | $347,371 | $0 | $59,519 | $0 | $30,461 | $0 | $162,591 | $0 | $15,890 | $0 | $615,832 | $0 | $59,519 | $0 |
| SHELLEY HORWITZ | ||||||||||||||
| VP PHYSICIAN RELATIONS AND INT | $261,614 | $0 | $51,975 | $0 | $17,683 | $0 | $91,643 | $0 | $16,513 | $0 | $439,428 | $0 | $51,975 | $0 |
| ZARAH ROSS | ||||||||||||||
| EXECUTIVE DIR, CONTRACTS | $233,985 | $0 | $42,378 | $0 | $2,523 | $0 | $73,657 | $0 | $30,969 | $0 | $383,512 | $0 | $42,378 | $0 |
| TOM MACMILLAN | ||||||||||||||
| DIRECTOR, PHYSICIAN SERVICES | $263,780 | $0 | $27,152 | $0 | $4,368 | $0 | $65,490 | $0 | $8,644 | $0 | $369,434 | $0 | $27,152 | $0 |
| BAZIL FONSECA | ||||||||||||||
| EXECUTIVE DIR, PRACTICE MGMT | $223,537 | $0 | $40,513 | $0 | $1,274 | $0 | $61,469 | $0 | $17,663 | $0 | $344,456 | $0 | $40,513 | $0 |
| SHELLY POOLE | ||||||||||||||
| EXECUTIVE DIR, PRACTICE MGMT | $213,594 | $0 | $38,816 | $0 | $681 | $0 | $56,048 | $0 | $13,582 | $0 | $322,721 | $0 | $38,816 | $0 |
| CHRISTOPHER TAYLOR | ||||||||||||||
| EXECUTIVE DIR, PRACTICE MGMT | $212,346 | $0 | $38,589 | $0 | $846 | $0 | $58,608 | $0 | $8,644 | $0 | $319,033 | $0 | $38,589 | $0 |
| MAUREEN STEVENSON MD | ||||||||||||||
| SENIOR VP | $152,308 | $0 | $0 | $0 | $3,419 | $0 | $67,546 | $0 | $2,704 | $0 | $225,977 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | EXECUTIVE COMPENSATION PROCESS JOHN MUIR HEALTH, A RELATED TAX-EXEMPT ORGANIZATION OF JOHN MUIR PHYSICIAN NETWORK, USES THE FOLLOWING TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE AND PERMANENTLY |
| PART I, LINES 4A-B | SEVERANCE PAYMENTS A SEVERANCE PAYMENT OF $159,653 WAS MADE TO LEE HUSKINS IN CONNECTION WITH HIS SEPARATION OF SERVICE ON SEPTEMBER 3, 2021. THIS TAXABLE COMPENSATION WAS REPORTED IN PART II, COLUMN (B)(III). NON-QUALIFIED RETIREMENT PLANS RETIREMENT RESTORATION PLAN EMPLOYEES ELIGIBLE FOR THE RETIREMENT RESTORATION PLAN ARE EITHER SENIOR VICE PRESIDENT OR VICE PRESIDENT LEVEL EMPLOYEES. EMPLOYER CONTRIBUTIONS ARE MADE TO THE PLAN ON BEHALF OF ELIGIBLE EMPLOYEES. THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLAN BENEFIT IS REPORTED IN PART II, COLUMN C. VESTING FOR THE RESTORATION PLAN IS AT THE EARLIEST OF THE FOLLOWING: REACHING AGE 65 WITH AT LEAST THREE YEARS OF SERVICE, BECOMING TOTALLY AND PERMANENTLY DISABLED, INVOLUNTARY TERMINATION FOR ANY REASON OTHER THAN CAUSE, CHANGE OF CONTROL OF JOHN MUIR HEALTH, OR DEATH. RESTORATION PLAN BENEFITS ARE PAYABLE AND TAXABLE UPON VESTING. NO PLAN BENEFIT PAYMENTS WERE MADE DURING THE YEAR. THE FOLLOWING EXECUTIVES PARTICIPATED IN THE PLAN AND EARNED THE FOLLOWING BENEFIT DURING THE YEAR: PAUL DEERINGER $35,630 LAURA KAZAGLIS $83,529 SHELLEY HORWITZ $32,116 SUPPLEMENTAL EXECUTIVE PLAN EMPLOYEES ELIGIBLE FOR THE SUPPLEMENTAL EXECUTIVE PLAN ARE EITHER CEO OF JOHN MUIR HEALTH, CEO OR CAO OF JOHN MUIR PHYSICIAN NETWORK, AND CURRENT EMPLOYEES THAT PREVIOUSLY HELD ONE OF THOSE POSITIONS. EMPLOYER CONTRIBUTIONS ARE MADE TO THE PLAN ON BEHALF OF ELIGIBLE EMPLOYEES. THE ANNUAL INCREASE IN ACTUARIAL VALUE OF THE PLAN BENEFIT IS REPORTED IN PART II, COLUMN C. VESTING FOR THE SUPPLEMENTAL EXECUTIVE PLAN IS AT THE EARLIEST OF THE FOLLOWING: REACHING AGE 65 WITH AT LEAST THREE YEARS OF SERVICE, BECOMING DISABLED, INVOLUNTARY TERMINATION FOR ANY REASON OTHER THAN CAUSE, TERMINATION UPON CHANGE OF CONTROL OF JOHN MUIR HEALTH, OR DEATH. BENEFITS ARE PAYABLE AND TAXABLE UPON VESTING. PLAN BENEFIT PAYMENTS OF $740,386 WERE MADE TO CALVIN KNIGHT DURING THE TAX YEAR. THIS AMOUNT IS REPORTED IN PART II, COLUMN (B) (III). THE FOLLOWING EXECUTIVES PARTICIPATED IN THE PLAN AND EARNED THE FOLLOWING BENEFIT DURING THE TAX YEAR: CALVIN KNIGHT $729,790, CHRISTIAN PASS $167,586, LEE HUSKINS $131,940. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III - PROGRAM SERVICE, LINE 4C | CLINICAL RESEARCH DIVISION: JOHN MUIR PHYSICIAN NETWORK CLINICAL RESEARCH CENTER IS A TOP RATED AND HIGHLY REPUTABLE CLINICAL RESEARCH SITE IN OUR REGION. THE CLINICAL RESEARCH CENTER HAS COMPLETED OVER 450 CLINICAL TRIALS SPONSORED BY THE PHARMACEUTICAL AND BIOTECHNOLOGICAL INDUSTRY. JOHN MUIR PHYSICIAN NETWORK CLINICAL RESEARCH CENTER FOCUSES ON PHASE II, III AND IV CLINICAL TRIALS. WE PROVIDE RAPID ENROLLMENT, HIGH DATA INTEGRITY, AS WELL AS COMPASSIONATE AND QUALITY CARE TO OUR RESEARCH SUBJECTS. OUR RESEARCH MEDICAL DIRECTOR IS BOARD-CERTIFIED IN ENDOCRINOLOGY AND INTERNAL MEDICINE AND IS ALSO A CERTIFIED PRINCIPAL INVESTIGATOR BY THE ASSOCIATION OF CLINICAL RESEARCH PROFESSIONAL (ACRP). FIVE OF THE CLINICAL COORDINATORS ARE ALSO CERTIFIED BY ACRP. |
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY AND BUSINESS RELATIONSHIP BOARD MEMBERS TAEJOON AHN, M.D. AND RAVI HUNDAL, M.D. HAVE A BUSINESS RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 3 | MANAGEMENT COMPANY JOHN MUIR HEALTH HAS ENGAGED OPTUM TO MANAGE NON CLINICAL FUNCTIONS, INCLUDING INFORMATION TECHNOLOGY, REVENUE CYCLE MANAGEMENT, ANALYTICS, PURCHASING AND CLAIMS PROCESSING. OPTUM ALSO SUPPORTS AND FURTHER ENHANCES JOHN MUIR PHYSICIAN NETWORK'S AMBULATORY CARE COORDINATION AND UTILIZATION MANAGEMENT SERVICES. OPTUM BRINGS AN EXTENSIVE SET OF CAPABILITIES, INCLUDING: OPERATIONAL TECHNOLOGIES, ANALYTIC SOLUTIONS AND TOOLS, AND ADMINISTRATIVE SERVICE EXPERTISE TO HELP JOHN MUIR HEALTH FURTHER ADVANCE ITS CLINICAL AND OPERATIONAL PERFORMANCE. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OR STOCKHOLDERS JOHN MUIR HEALTH IS THE SOLE CORPORATE MEMBER OF THE JOHN MUIR PHYSICIAN NETWORK. |
| FORM 990, PART VI, SECTION A, LINE 7A | POWER TO ELECT OR APPOINT MEMBERS OF GOVERNING BODY THE BYLAWS OF JOHN MUIR PHYSICIAN NETWORK PROVIDE THAT THE VOTING AND NON-VOTING MEMBERS OF THE BOARD OF DIRECTORS OF JOHN MUIR HEALTH, THE SOLE CORPORATE MEMBER OF JOHN MUIR PHYSICIAN NETWORK, SHALL SERVE EX-OFFICIO AS THE VOTING AND NON-VOTING MEMBERS OF THE BOARD OF DIRECTORS OF JOHN MUIR PHYSICIAN NETWORK. AS A RESULT, THE BOARD OF DIRECTORS OF JOHN MUIR HEALTH CONTROLS THE NUMBER, APPOINTMENT, TERM AND REMOVAL OF THE MEMBERS OF THE BOARD OF DIRECTORS OF JOHN MUIR PHYSICIAN NETWORK. |
| FORM 990, PART VI, SECTION A, LINE 7B | GOVERNANCE DECISIONS SUBJECT TO APPROVAL BY THE MEMBER JOHN MUIR HEALTH, AS THE SOLE CORPORATE MEMBER OF JOHN MUIR PHYSICIAN NETWORK, ALSO HAS THE RIGHT TO APPROVE CERTAIN ACTIONS IN ACCORDANCE WITH THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, INCLUDING THE VOLUNTARY DISSOLUTION OF JOHN MUIR PHYSICIAN NETWORK, THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF JOHN MUIR PHYSICIAN NETWORK, AND THE MERGER OF JOHN MUIR PHYSICIAN NETWORK WITH OR INTO ANY OTHER ENTITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990 BY THE GOVERNING BODY THE COMPLETED FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS. AN OVERVIEW OF THE FORM 990, WITH SUFFICIENT DETAIL, IS PRESENTED TO THE BOARD WITH THE COMPLETED FORM 990. ALL QUESTIONS AND CONCERNS OF THE BOARD OF DIRECTORS WILL BE ADDRESSED BY THE CHIEF FINANCIAL OFFICER OR THEIR DESIGNEE AND INCORPORATED INTO THE FORM 990 AS APPROPRIATE. AFTER ALL OF THE INPUT FROM THE BOARD OF DIRECTORS HAS BEEN APPROPRIATELY ADDRESSED, SENIOR MANAGEMENT OF THE JOHN MUIR PHYSICIAN NETWORK WILL FILE THE FINAL FORM 990 AS REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST MONITORING ANNUALLY, THE JOHN MUIR HEALTH (JMH) BOARD CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM REQUIRED TO BE COMPLETED AND SIGNED. DISCLOSED CONFLICTS ARE COMPILED IN A DOCUMENT AND REVIEWED BY THE BOARD CHAIR, PRESIDENT/CEO, AND GENERAL COUNSEL. TOGETHER, THESE INDIVIDUALS MONITOR ANY POTENTIAL CONFLICTS AND THE GENERAL COUNSEL ATTEND BOARD MEETINGS TO ENSURE COMPLIANCE WITH THE POLICY. TRANSACTIONS INVOLVING A POTENTIAL CONFLICT ARE REVIEWED AND APPROVED IN ADVANCE BY THE GENERAL COUNSEL, GOVERNANCE COMMITTEE AND FOR CERTAIN TRANSACTIONS WITH THE CURRENT BOARD MEMBERS, THE BOARD. THE POLICY ALSO REQUIRES BOARD MEMBERS TO DISCLOSE CONFLICTS DURING THE YEAR AND RECUSE THEMSELVES FROM VOTING ON ANY MATTERS RELATED TO A CONFLICT. AS QUESTIONS ABOUT POTENTIAL CONFLICTS ARISE DURING THE YEAR, THE GENERAL COUNSEL REVIEWS THEM WITH THE AFFECTED BOARD MEMBER, THE PRESIDENT/CEO AND THE BOARD CHAIR. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED, INCLUDING PERIODIC REVIEWS OF ITS TRANSACTIONS OR ARRANGEMENTS WITH ITS OFFICERS AND BOARD MEMBERS, AND ANY OTHER INDIVIDUAL OR ENTITIES THAT MAY HAVE A SUBSTANTIAL INFLUENCE OVER THE BUSINESS AND AFFAIRS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE COMPENSATION COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER, OTHER OFFICERS AND KEY EMPLOYEES ARE ESTABLISHED ANNUALLY BY THE COMPENSATION COMMITTEE OF JOHN MUIR HEALTH. THE COMPENSATION COMMITTEE IS A STANDING COMMITTEE OF THE BOARD OF DIRECTORS COMPRISED OF NO LESS THAN 5 VOTING DIRECTORS, NONE OF WHICH HAS A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION TRANSACTIONS UNDER CONSIDERATION. THE COMPENSATION COMMITTEE UTILIZES AN OUTSIDE EXPERT COMPENSATION CONSULTANT. THE OUTSIDE CONSULTANT PROVIDES MARKET DATA OF SIMILARLY SITUATED ORGANIZATIONS FOR EACH INDIVIDUAL BASED UPON THEIR LEVEL OF RESPONSIBILITES. THAT DATA IS USED BY THE COMPENSATION COMMITTEE TO ESTABLISH THE ANNUAL COMPENSATION PACKAGE FOR EACH INDIVIDUAL. IT IS THE PHILOSOPHY OF THE ORGANIZATION TO ESTABLISH A COMPENSATION PACKAGE FOR EACH INDIVIDUAL THAT REFLECTS THE MEDIAN OF THE MARKET AS ESTABLISHED BY THE OUTSIDE CONSULTANT. THE COMMITTEE'S DELIBERATIONS AND DECISIONS REGARDING THESE COMPENSATION ARRANGEMENTS ARE DOCUMENTED IN THE COMMITTEE MINUTES THAT ARE REVIEWED AT ITS NEXT MEETING. THE DOCUMENTED MINUTES INCLUDE (1) TERMS OF THE COMPENSATION ARRANGEMENT, INCLUDING DATE IT WAS APPROVED; (2) A DESCRIPTION OF THE COMPARABLE DATA RELIED UPON BY THE COMMITTEE AND HOW IT WAS OBTAINED; 3) A LIST OF THE MEMBERS PRESENT DURING THE DELIBERATIONS AND HOW THE MEMBERS VOTED; 4) ANY ACTIONS TAKEN WITH RESPECT TO CONSIDERATION OF ANY MEMBER OF THE COMMITTEE WHO HAD A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO THE TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABLE TO THE PUBLIC AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE FROM THE JOHN MUIR HEALTH LEGAL DEPARTMENT UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 164,875,338. MANAGEMENT AND GENERAL EXPENSES 757,368. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,632,706. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 100,166,272. MANAGEMENT AND GENERAL EXPENSES 4,940,881. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,107,153. OTHER PHYSICIAN FEES: PROGRAM SERVICE EXPENSES 16,535,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,535,300. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MUIRMT DIABLO COMMUNITY HEALTHFUND | |||||||||||
| 5003 COMMERCIAL CIRCLE SUITE 275 | CONCORD | CA | 94520 | 911788973 | GRANTMAKING | CA | 501(C)(3) | 12C, III-FI | JM HEALTH | Yes (1) | |
| JOHN MUIR BEHAVIORAL HEALTH | |||||||||||
| 1400 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 680249685 | HEALTHCARE | CA | 501(C)(3) | 3 | JM HEALTH | Yes (1) | |
| JOHN MUIR HEALTH FOUNDATION | |||||||||||
| 1400 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 942650855 | FUNDRAISING | CA | 501(C)(3) | 7 | JM HEALTH | Yes (1) | |
| JOHN MUIR HEALTH | |||||||||||
| 1400 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 941461843 | HEALTHCARE | CA | 501(C)(3) | 3 | 0 | N/A | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN MUIR MAGNETIC IMAGING | |||||||||
| 1400 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 680202020 | DIAG IMAGING | CA | N/A | 0 | 0 |
| BAY AREA SURGICAL VENTURES | |||||||||
| 30 S WACKER DRIVE SUITE 2302 | CHICAGO | IL | 60606 | 203052802 | MED SERVICES | CA | N/A | 0 | 0 |
| WALNUT CREEK CANCER PROGRAM LLC | |||||||||
| 1400 TREAT BOULEVARD | WALNUT CREEK | CA | 94597 | 941461843 | MED SERVICES | CA | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIRMT DIABLO PARENT COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BLVD | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900060434 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WALNUT CREEK CANCER PROGRAM LLC | ||
| B | $14,495,187 | AGREEMENT TERMS |
| JOHN MUIR HEALTH | ||
| B | $7,158,478 | EXPENSES PAID |
| JOHN MUIR BEHAVIORAL HEALTH | ||
| B | $314,405 | EXPENSES PAID |
| JOHN MUIR HEALTH | ||
| C | $123,500,170 | CASH RECEIVED |
| JOHN MUIR HEALTH FOUNDATION | ||
| C | $73,762 | CASH RECEIVED |
| JOHN MUIR BEHAVIORAL HEALTH | ||
| J | $778,484 | AGREEMENT TERMS |
| JOHN MUIR HEALTH | ||
| K | $1,927,771 | SHARED SVS |
| JOHN MUIR HEALTH | ||
| L | $4,052,437 | FMV |
| JOHN MUIR HEALTH | ||
| M | $1,787,643 | EXPENSES PAID |
| JOHN MUIR BEHAVIORAL HEALTH | ||
| P | $300,000 | CASH RECEIVED |
| JOHN MUIR HEALTH | ||
| Q | $39,547,950 | AGREEMENT TERMS |