JOHN MUIR PHYSICIAN NETWORK: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MUIR PHYSICIAN NETWORK (EIN 68-0360801)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201503149349303905
- Schema version
- 2014v5.0
- 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 | 2015-11-10T17:48:55-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 NO 400 | 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 | CFO | PersonTitleTxt |
| Phone | 9259393000 | PhoneNum |
| Signature | 2015-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 BOULEVARD NO 400 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $245,267,317 | 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 | 13 | VotingMembersIndependentCnt |
| Total Employee | 651 | TotalEmployeeCnt |
| Total Volunteers | 81 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,573,675 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,986,937 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $232,709,842 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $241,280,380 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $234,283,517 | PYTotalRevenueAmt |
| CY Total Revenue | $245,267,317 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $104,016 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,207 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $43,145,063 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $38,512,967 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $185,082,653 | PYOtherExpensesAmt |
| CY Other Expenses | $210,520,042 | CYOtherExpensesAmt |
| PY Total Expenses | $228,331,732 | PYTotalExpensesAmt |
| CY Total Expenses | $249,083,216 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,951,785 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,815,899 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $112,241,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $103,836,526 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $61,570,283 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $56,980,776 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,671,649 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,855,750 | 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 AND ENGAGE IN, SPONSOR AND PROMOTE CHARITABLE HEALTHCARE, EDUCATIONAL, AND MEDICAL RESEARCH ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $100,859,532 | ExpenseAmt |
| Grant | $50,207 | GrantAmt |
| Revenue | $106,459,385 | 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. THE PHYSICIAN NETWORK MANAGES AND PROVIDES A PHYSICIAN PANEL FOR THE SELF-INSURED JOHN MUIR HEALTH EPO HEALTH PLAN FOR 9,500 EMPLOYEES AND THEIR DEPENDENTS. AS PART OF ITS OPERATIONS, JOHN MUIR PHYSICIAN NETWORK OPERATES A MEDICARE ACCOUNTABLE CARE 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 Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $107,698,099 | ExpenseAmt |
| Revenue | $133,481,338 | RevenueAmt |
| Desc | CLINIC OPERATIONS DIVISION:THE CLINIC OPERATIONS DIVISION PROVIDES PRIMARY CARE AND URGENT CARE SERVICES TO OVER 250,000 PATIENTS AT MORE THAN 20 CENTERS THROUGHOUT THE SERVICE AREA. THE PHYSICIAN NETWORK'S PRIMARY CARE AND URGENT CARE CENTERS ARE STAFFED BY APPROXIMATELY 95 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 PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,132,699 | ExpenseAmt |
| Revenue | $1,339,657 | 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 & 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 PROFESSIONALS (ACRP). FIVE OF THE CLINICAL COORDINATORS ARE ALSO CERTIFIED BY ACRP.HEALTH PLAN CONTRACTING (HPC) DIVISION:THE HEALTH PLAN CONTRACTING DIVISION IS RESPONSIBLE FOR NEGOTIATING HEALTH PLAN CONTRACTS FOR THE JOHN MUIR PHYSICIAN NETWORK, JOHN MUIR MEDICAL CENTERS-CONCORD AND WALNUT CREEK AND THE JOHN MUIR BEHAVIORAL HEALTH CENTER.JOHN MUIR HEALTH PHYSICIAN RECRUITING:THE MISSION OF PHYSICIAN RECRUITMENT IS TO ASSURE THAT A SUFFICIENT NUMBER OF PRIMARY CARE, SPECIALTY AND SUBSPECIALTY PHYSICIANS ARE AVAILABLE TO MEET THE NEEDS OF THE COMMUNITIES SERVED BY JOHN MUIR HEALTH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $209,690,330 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 152 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 651 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 STE 300 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94597 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 |
|---|---|---|---|---|---|---|---|---|---|
| DAVID L GOLDSMITH | |||||||||
| CHAIR | 5.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS G RUNDALL PHD | |||||||||
| VICE CHAIR | 5.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PHIL J BATCHELOR | |||||||||
| TREASURER | 5.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM F CRONK | |||||||||
| SECRETARY | 5.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LINDA BEST | |||||||||
| DIRECTOR | 5.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT E EDMONDSON | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $25,000 | $0 | |||
| MARILYN M GARDNER | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $25,000 | $0 | |||
| MIKE ROBINSON | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $25,000 | $0 | |||
| CALVIN KNIGHT | |||||||||
| CEO/DIRECTOR/OFFICER | 60.00 | 70.00 | Yes (X) | Yes (X) | $0 | $1,524,615 | $1,175,499 | ||
| RAVI HUNDAL MD | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| TAEJOON AHN MD | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK MUSCO MD | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $15,000 | $0 | |||
| BIMAL PATEL MD | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $15,000 | $0 | |||
| DEBORAH KERLIN MD | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $76,776 | $0 | |||
| DAVID BIRDSALL MD | |||||||||
| DIRECTOR | 5.00 | 10.00 | Yes (X) | $0 | $15,750 | $0 | |||
| MICHAEL MOODY | |||||||||
| CFO | 5.00 | 70.00 | Yes (X) | $0 | $667,143 | $334,056 | |||
| H LEE HUSKINS | |||||||||
| PRESIDENT/CAO | 60.00 | 3.00 | $558,403 | $0 | $301,538 | Yes (X) | |||
| KIRK MILLER | |||||||||
| COO | 60.00 | $420,027 | $0 | $186,047 | Yes (X) | ||||
| UTE BURNESS | |||||||||
| CEO IPA | 60.00 | $548,349 | $0 | $322,500 | Yes (X) | ||||
| JANNINE SEGALL | |||||||||
| DIR. PAYOR & CONTRACTS | 60.00 | $190,795 | $0 | $53,659 | Yes (X) | ||||
| KEITH PUGLIESE | |||||||||
| VP CONTRACTING & RISK | 60.00 | $183,904 | $0 | $34,170 | Yes (X) | ||||
| KATHERINE SORENSON | |||||||||
| VP PRACTICE MGMT (THROUGH 02/14/14) | 60.00 | $396,813 | $0 | $18,405 | Yes (X) | ||||
| LYNN DUNN | |||||||||
| DIR. DELEGATED OPS (THROUGH 5/13/14) | 60.00 | $190,248 | $0 | $26,690 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,488,539 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,389,284 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,452,564 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 46 | 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 |
|---|---|---|---|---|---|
| MUIR MEDICAL GROUP IPA INC | |||||
| 1450 TREAT BLVD 350 | WALNUT CREEK | CA | 94597 | PHYSICIAN SERVICES | $84,857,221 |
| JOHN MUIR MEDICAL GROUP | |||||
| 1450 TREAT BLVD 350 | WALNUT CREEK | CA | 94597 | PHYSICIAN SERVICES | $51,751,011 |
| CORNERSTONE ADVISORS GROUP LLC | |||||
| PO BOX 569 | GEORGETOWN | CT | 06879 | CONSULTING SERVICES | $2,750,582 |
| FREED & ASSOCIATES | |||||
| 412 YALE AVENUE | KENSINGTON | CA | 94708 | HEALTHPLAN CONTRACTING | $905,995 |
| OXFORD GLOBAL RESOURCES | |||||
| PO BOX 3256 | BOSTON | MA | 02241 | STAFFING SERVICES | $717,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $3,986,937 | FundraisingAmt |
| Total Contributions | $3,986,937 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PREMIUM REVENUE | 624100 | $98,366,116 | $98,366,116 |
| NET PATIENT REVENUE | 624100 | $75,142,672 | $75,142,672 |
| OTHER SERVICE REVENUE | 624100 | $67,771,592 | $67,771,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $241,280,380 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $245,267,317 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $241,280,380 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | 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 | $50,207 | TotalAmt |
| Program Services | $50,207 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,466,015 | TotalAmt |
| Program Services | $1,345,403 | ProgramServicesAmt |
| Management And General | $120,612 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,618,297 | TotalAmt |
| Program Services | $25,346,085 | ProgramServicesAmt |
| Management And General | $2,272,212 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,428,655 | TotalAmt |
| Program Services | $8,612,228 | ProgramServicesAmt |
| Management And General | $816,427 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,294,196 | TotalAmt |
| Program Services | $63,651,928 | ProgramServicesAmt |
| Management And General | $5,642,268 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,335,170 | TotalAmt |
| Management And General | $1,335,170 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,802,025 | TotalAmt |
| Program Services | $1,197,734 | ProgramServicesAmt |
| Management And General | $3,604,291 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| IPA PAYMENTS | $93,318,411 | $93,318,411 | |
| ADMINISTRATIVE SERVICES | $18,524,603 | $18,524,603 | |
| SUPPLIES | $7,505,809 | $6,918,357 | $587,452 |
| BAD DEBT EXPENSE | $3,262,425 | $3,262,425 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,477,403 | TotalAmt |
| Program Services | $5,987,552 | ProgramServicesAmt |
| Management And General | $6,489,851 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,083,216 | TotalAmt |
| Program Services | $209,690,330 | ProgramServicesAmt |
| Management And General | $39,392,886 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,441,193 | BOYAmt |
| EOY | $1,908,467 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,093,701 | BOYAmt |
| EOY | $7,103,977 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,196,313 | BOYAmt |
| EOY | $4,729,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $117,526,309 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,365,222 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,528,865 | BOYAmt |
| EOY | $89,161,087 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $542,649 | BOYAmt |
| EOY | $85,094 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,439,211 | BOYAmt |
| EOY | $848,619 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,241,932 | BOYAmt |
| EOY | $103,836,526 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,303,886 | BOYAmt |
| EOY | $10,360,274 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,884,891 | BOYAmt |
| EOY | $95,589 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,381,506 | BOYAmt |
| EOY | $46,524,913 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,570,283 | BOYAmt |
| EOY | $56,980,776 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,671,649 | BOYAmt |
| EOY | $46,855,750 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,671,649 | BOYAmt |
| EOY | $46,855,750 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,241,932 | BOYAmt |
| EOY | $103,836,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,815,899 | ReconcilationRevenueExpnssAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941461843 | EIN |
| Organization Type | 3 | OrganizationTypeDesc |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 6: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MADE A GRANT TO JOHN MUIR BEHAVIORAL HEALTH IN THE AMOUNT OF $50,207. | ExplanationTxt |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,320,000 | OtherCostOrOtherBasisAmt |
| Book Value | $7,320,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,389,629 | OtherCostOrOtherBasisAmt |
| Book Value | $68,389,629 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,907,325 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,905,679 | DepreciationAmt |
| Book Value | $1,646 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,973,334 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,459,543 | DepreciationAmt |
| Book Value | $7,513,791 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,936,021 | OtherCostOrOtherBasisAmt |
| Book Value | $5,936,021 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $89,161,087 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LONG-TERM LIABILITIES | $2,521,027 |
| FINANCING OBLIGATION | $44,003,886 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $46,524,913 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $238,025,955 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $238,025,955 | RevenueSubtotalAmt |
| Other Revenues Not Included | $7,241,362 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $7,241,362 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $245,267,317 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $245,770,584 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $245,770,584 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,312,632 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,312,632 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $249,083,216 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS BAD DEBT EXPENSE 3,262,425. RESTRICTED FUND 789,000. TRANSFER FROM AFFILIATE 3,189,937. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS BAD DEBT EXPENSE 3,262,425. TRANSFER TO AFFILIATE 50,207. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR BEHAVIORAL HEALTH | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 680249685 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $50,207 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | JOHN MUIR PHYSICIAN NETWORK AND FINANCIAL MANAGEMENT MONITOR THE USE OF THE RESTRICTED FUNDS TO MEET THE INTENDED PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 | ||||||||||||||
| CEO/DIRECTOR/OFFICER | $0 | $968,664 | $0 | $459,719 | $0 | $96,232 | $0 | $1,155,982 | $0 | $19,517 | $0 | $2,700,114 | $0 | $459,719 |
| MICHAEL MOODY | ||||||||||||||
| CFO | $0 | $472,025 | $0 | $135,668 | $0 | $59,450 | $0 | $311,705 | $0 | $22,351 | $0 | $1,001,199 | $0 | $135,668 |
| H LEE HUSKINS | ||||||||||||||
| PRESIDENT/CAO | $395,387 | $0 | $141,176 | $0 | $21,840 | $0 | $279,187 | $0 | $22,351 | $0 | $859,941 | $0 | $141,176 | $0 |
| KIRK MILLER | ||||||||||||||
| COO | $317,762 | $0 | $46,279 | $0 | $55,986 | $0 | $162,381 | $0 | $23,666 | $0 | $606,074 | $0 | $46,279 | $0 |
| UTE BURNESS | ||||||||||||||
| CEO IPA | $334,963 | $0 | $202,000 | $0 | $11,386 | $0 | $297,688 | $0 | $24,812 | $0 | $870,849 | $0 | $202,000 | $0 |
| JANNINE SEGALL | ||||||||||||||
| DIR. PAYOR & CONTRACTS | $184,434 | $0 | $13,799 | $0 | -$7,438 | $0 | $31,961 | $0 | $21,698 | $0 | $244,454 | $0 | $13,799 | $0 |
| KEITH PUGLIESE | ||||||||||||||
| VP CONTRACTING & RISK | $150,771 | $0 | $0 | $0 | $33,133 | $0 | $22,160 | $0 | $12,010 | $0 | $218,074 | $0 | $0 | $0 |
| KATHERINE SORENSON | ||||||||||||||
| VP PRACTICE MGMT (THROUGH 02/14/14) | $39,308 | $0 | $69,700 | $0 | $287,805 | $0 | $14,715 | $0 | $3,690 | $0 | $415,218 | $0 | $69,700 | $0 |
| LYNN DUNN | ||||||||||||||
| DIR. DELEGATED OPS (THROUGH 5/13/14) | $38,627 | $0 | $10,818 | $0 | $140,803 | $0 | $22,616 | $0 | $4,074 | $0 | $216,938 | $0 | $10,818 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE COMPANY HAS A POLICY WHEREBY CERTAIN PAYMENTS TO EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE GROSSED UP. THESE PAYMENTS ARE NOT A USUAL OCCURRENCE AND ARE EVALUATED AND APPROVED BY JMH CEO OR A KEY EMPLOYEE AND THE CFO. FOR CERTAIN MEMBERS OF MANAGEMENT A REIMBURSEMENT OF UP TO 50% OF HEALTH CLUB DUES IS AVAILABLE. THIS PERQUISITE IS INCLUDED AS PART OF THE EVALUATION OF THE ANNUAL COMPENSATION EVALUATION PROCESS. ALL COMPONENTS DISCUSSED IN THIS SECTION ARE TREATED AS TAXABLE INCOME FOR THE EMPLOYEE RECEIVING THE PAYMENT. PART 1, LINE 3: SEE PART 1, LINE 6. |
| PART I, LINES 4A-B | PART I, LINE 4A: KATHERINE SORENSON RECEIVED SEVERANCE PAYMENT OF $262,056.00 LYNN DUNN RECEIVED SEVERANCE PAYMENT OF $101,931.20 PART I, LINE 4B: CALVIN KNIGHT $486,113 SERP H. LEE HUSKINS $65,652 SERP KATHERINE SORENSON $13,516 RESTORATION PLAN MICHAEL MOODY $94,033 RESTORATION PLAN |
| PART I, LINE 6 | FOR EMPLOYEES OF JOHN MUIR PHYSICIAN NETWORK, THE BOARD OF DIRECTORS OF THE JOHN MUIR PHYSICIAN NETWORK, WITH THE APPROVAL AND OVERSIGHT OF THE COMPENSATION COMMITTEE OF THE JOHN MUIR HEALTH BOARD OF DIRECTORS, BASES A PORTION OF ANNUAL MANAGEMENT INCENTIVE PAYMENTS ON THE CONSOLIDATED NET EARNINGS TARGETS OF JOHN MUIR HEALTH. PAYMENTS TO MANAGEMENT PERSONNEL ARE MADE IN THE SUBSEQUENT YEAR BASED ON THE LEVEL OF ACHIEVEMENT OF ALL ELEMENTS OF THE INCENTIVE PROGRAM, OF WHICH NET EARNINGS TARGETS ARE A COMPONENT. THEREFORE, EACH YEAR AN ACCRUAL OF THE ESTIMATED PAYMENTS FOR MANAGEMENT INCENTIVES IS INCLUDED IN THE CALCULATION OF NET EARNINGS TARGETS FOR THAT YEAR. THE INCENTIVE PROGRAMS FOR THE MANAGEMENT OF JOHN MUIR HEALTH AND SUBSIDIARIES, INCLUDING JOHN MUIR PHYSICIAN NETWORK, ARE DEVELOPED AND REVIEWED BY AN OUTSIDE CONSULTANT WHOSE EXPERTISE IS IN COMPENSATION AND WHO DEVELOPS MARKET DATA FOR SIMILAR ORGANIZATIONS AS A BASIS FOR THE CORPORATION'S INCENTIVE PROGRAM. THE INCENTIVE PROGRAM AND MARKET DATA IS REVIEWED WITH THE COMPENSATION COMMITTEES OF THE BOARDS OF DIRECTORS OF THE PHYSICIAN NETWORK AND JOHN MUIR HEALTH. COMPENSATION FOR THE PRESIDENT AND CHIEF ADMINISTRATIVE OFFICER AND KEY EMPLOYEES ARE ESTABLISHED ANNUALLY BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS UTILIZES AN OUTSIDE CONSULTANT WHO IS A COMPENSATION EXPERT. THE OUTSIDE CONSULTANT PROVIDES MARKET DATA FOR EACH INDIVIDUAL BASED UPON THEIR LEVEL OF RESPONSIBILITIES AND THAT DATA IS USED BY THE BOARD OF DIRECTORS 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. COMPENSATION FOR THE CHIEF FINANCIAL OFFICER IS ESTABLISHED ANNUALLY BY THE COMPENSATION COMMITTEE OF JOHN MUIR HEALTH. SCHEDULE J, PART II, COLUMN B(III) JMH IMPLEMENTED A "PAID TIME OFF CAP" THAT WAS EFFECTIVE BEGINNING IN 2014.IN CONNECTION WITH THE NEW POLICY TO LIMIT BENEFIT-ELIGIBLE EMPLOYEE AT 125% OF THEIR TOTAL PAID TIME OFF ACCRUAL VALUE (BASED ON YEARS OF SERVICE), JMH CASHED OUT EMPLOYEE BALANCES IN EXCESS OF 100% OF THEIR PAID TIME OFF ACCRUAL CAPS. THE NEW POLICY IS EFFECTIVE AT JMH AND ALL JMH SUBSIDIARIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN MUIR PHYSICIAN NETWORK BOARD MEMBERS TAEJOON AHN MD AND RAVI HUNDAL MD ARE PRESIDENT AND CHIEF FINANCIAL OFFICER, RESPECTIVELY, OF JOHN MUIR MEDICAL GROUP. THOMAS RUNDALL (JMPN VICE CHAIR AND DIRECTOR) IS A BOARD MEMBER OF ON LOK, INC., A NOT FOR PROFIT COMMUNITY ORGANIZATION WHICH EMPLOYS ROBERT EDMONSON (JMPN DIRECTOR) AS CEO. |
| FORM 990, PART VI, SECTION A, LINE 6 | 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 7A | REFER TO FORM 990, PART VI, SECTION A, LINE 6. |
| FORM 990, PART VI, SECTION A, LINE 7B | 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 BEHAVIORAL HEALTH, 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. 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 11 | 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 HIS 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 | ANNUALLY, THE JOHN MUIR PHYSICIAN NETWORK ("JMPN") BOARD CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM REQUIRED TO BE COMPLETED AND SIGNED. DURING THE ANNUAL RETREAT, THE CHIEF GOVERNANCE OFFICER PROVIDES AN EDUCATION SESSION RELATED TO GOVERNANCE, INCLUDING BOARD MEMBER FIDUCIARY DUTIES, CONFLICTS OF INTEREST, REQUIRED DISCLOSURES AND THE PROCESS FOR APPROVAL OF TRANSACTIONS INVOLVING POTENTIAL CONFLICTS. DISCLOSED CONFLICTS ARE COMPILED IN A DOCUMENT AND REVIEWED BY THE BOARD CHAIR, PRESIDENT/CAO, CHIEF GOVERNANCE OFFICER AND GENERAL COUNSEL. TOGETHER THESE INDIVIDUALS MONITOR ANY POTENTIAL CONFLICTS AND THE CHIEF GOVERNANCE OFFICER AND 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, CHIEF GOVERNANCE OFFICER, GOVERNANCE COMMITTEE AND FOR CERTAIN TRANSACTIONS WITH CURRENT BOARD MEMBERS, THE BOARD. THE POLICY ALSO REQUIRES BOARD MEMBERS TO DISCLOSE CONFLICTS DURING THE YEAR. AS QUESTIONS ABOUT POTENTIAL CONFLICTS ARISE DURING THE YEAR, THE GENERAL COUNSEL AND CHIEF GOVERNANCE OFFICER REVIEW THEM WITH THE AFFECTED BOARD MEMBER, THE PRESIDENT/CAO AND THE BOARD CHAIR. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE PRESIDENT/CHIEF ADMINISTRATIVE OFFICER AND KEY EMPLOYEES IS ESTABLISHED ANNUALLY BY THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE OF JMH MIRROR THE BOARD WHO ESTABLISHES COMPENSATION FOR THE SENIOR EXECUTIVES, INCLUDING THE JMPN CAO. THE COMPENSATION COMMITTEE RECOMMENDS COMPENSATION FOR THE JMH CEO AND JMH CFO, AND THOSE RECOMMENDATIONS ARE REVIEWED AND APPROVED BY THE JMH BOARD OF DIRECTORS. THE BOARD OF DIRECTORS UTILIZES AN OUTSIDE CONSULTANT WHO IS A COMPENSATION EXPERT. THE OUTSIDE CONSULTANT PROVIDES MARKET DATA FOR EACH INDIVIDUAL BASED UPON THEIR LEVEL OF RESPONSIBILITIES AND THAT DATA IS USED BY THE BOARD OF DIRECTORS 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. COMPENSATION FOR THE CHIEF FINANCIAL OFFICER IS ESTABLISHED ANNUALLY BY THE COMPENSATION COMMITTEE OF JOHN MUIR HEALTH. |
| FORM 990, PART VI, SECTION C, LINE 19 | JOHN MUIR HEALTH PROVIDES FINANCIAL INFORMATION ON A QUARTERLY BASIS THROUGH VARIOUS BOND DISCLOSURE DATABASES. THIS FINANCIAL INFORMATION IS AVAILABLE FOR JOHN MUIR HEALTH ON A CONSOLIDATED AND CONSOLIDATING BASIS, INCLUDING JOHN MUIR PHYSICIAN NETWORK AND OTHER SUBSIDIARIES. REQUESTS FOR THE PROVISION OF JOHN MUIR PHYSICIAN NETWORK'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE DIRECTED TO THE CHIEF GOVERNANCE OFFICER FOR THE APPROPRIATE RESPONSE. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 34,320,999. MANAGEMENT AND GENERAL EXPENSES 3,039,687. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,360,686. PHYSICIAN SALARIES: PROGRAM SERVICE EXPENSES 21,180,642. MANAGEMENT AND GENERAL EXPENSES 1,879,393. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,060,035. PHYSICIAN BENEFITS: PROGRAM SERVICE EXPENSES 8,150,287. MANAGEMENT AND GENERAL EXPENSES 723,188. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,873,475. |
| TANGIBLE PROPERTY REGULATION STATEMENT | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION TAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR. SECTION 1.263(A)-3(N) CAPITALIZATION ELECTION TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. |
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 | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MUIR HEALTH | ||||||||||
| 1400 TREAT BLVD SUITE 300 | WALNUT CREEK | CA | 94597 | 941461843 | PROVIDER OF HEALTH CARE SERVICES TO THE COMMUNITY | CA | 501(C)(3) | 3 | N/A | 0 |
| JOHN MUIR HEALTH FOUNDATION | ||||||||||
| 1400 TREAT BLVD SUITE 300 | WALNUT CREEK | CA | 94597 | 942650855 | SOLICITATION OF FUNDS FOR JOHN MUIR HEALTH | CA | 501(C)(3) | 7 | N/A | 0 |
| JOHN MUIR HEALTH BEHAVIORAL HEALTH | ||||||||||
| 1400 TREAT BLVD SUITE 300 | WALNUT CREEK | CA | 94597 | 680249685 | PROVIDE BEHAVIORAL HEALTH SERVICES INCLUDING MENTAL HEALTH, SUBSTANCE ABUSE | CA | 501(C)(3) | 3 | N/A | Yes (1) |
| JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND | ||||||||||
| 1399 YGNACIO VALLEY ROAD SUITE 36 | WALNUT CREEK | CA | 94598 | 911788973 | PROVIDE GRANTS THAT ENHANCE HEALTH CARE SERVICES TO UNDERSERVED | CA | 501(C)(3) | 11, TYPE III | N/A | 0 |
| 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 | 0 | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR BEHAVIORAL HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $50,207 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |