ASANTE PHYSICIAN PARTNERS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ASANTE PHYSICIAN PARTNERS (EIN 38-3849354)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-08-13
- IRS object ID
- 202022269349301882
- Schema version
- 2018v3.2
- 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 | 2020-08-13T16:55:18-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930623286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDRICH CPAS AND ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5665 SW MEADOWS RD SUITE 200 | AddressLine1Txt |
| City | LAKE OSWEGO | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383849354 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASANTE PHYSICIAN PARTNERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASAN | BusinessNameControlTxt |
| Phone | 5417894549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 SISKIYOU BLVD | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 975048177 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG WOJTAL | PersonNm |
| Person Title | ASANTE CFO | PersonTitleTxt |
| Phone | 5417894549 | PhoneNum |
| Signature | 2020-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYLYN M ANKENEY CPA | PreparerPersonNm |
| PTIN | P00366587 | PTIN |
| Phone | 5036204489 | PhoneNum |
| Preparation | 2020-08-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.234.117.166 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-10 | IPDt |
| IP Tm | 13:34:00 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A0F8E73DBDA97777B6EC6D7A794CA0707E59423 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 942B566DD0D5655DF5CE1C5404DEA6D8596BECC8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREG WOJTAL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 SISKIYOU BLVD | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 975048177 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $69,919,138 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ASANTE.ORG/PHYSICIANPARTNERS | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Activity Or Mission | ASANTE PHYSICIAN PARTNERS EXISTS TO ENHANCE THE QUALITY AND COST-EFFECTIVE DELIVERY OF HEALTHCARE SERVICES IN THE COMMUNITY IT SERVES BY ACTING AS A VEHICLE TO PROMOTE THE CLINICAL INTEGRATION OF PHYSICIANS AND HOSPITAL SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 988 | TotalEmployeeCnt |
| Total Volunteers | 1 | TotalVolunteersCnt |
| Total Gross UBI | $65,812 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$121,309 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $36,019 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,326 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $62,936,531 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $69,881,812 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,724,467 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $67,697,017 | PYTotalRevenueAmt |
| CY Total Revenue | $69,919,138 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $79,701,071 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $83,610,672 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,561,556 | PYOtherExpensesAmt |
| CY Other Expenses | $22,622,045 | CYOtherExpensesAmt |
| PY Total Expenses | $96,262,627 | PYTotalExpensesAmt |
| CY Total Expenses | $106,232,717 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$28,565,610 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$36,313,579 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $32,294,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,448,583 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $105,984,751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $139,479,017 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$73,690,517 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$110,030,434 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ASANTE PHYSICIAN PARTNERS EXISTS TO ENHANCE THE QUALITY AND COST-EFFECTIVE DELIVERY OF HEALTHCARE SERVICES IN THE COMMUNITY IT SERVES BY ACTING AS A VEHICLE TO PROMOTE THE CLINICAL INTEGRATION OF PHYSICIANS AND HOSPITAL SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $60,714,891 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $48,871,200 | RevenueAmt |
| Desc | ASANTE PHYSICIAN PARTNERS IS A MULTI-SPECIALTY, PHYSICIAN-LED GROUP OF APPROXIMATELY 300 EMPLOYED PROVIDERS INCLUDING PHYSICIANS, NURSE PRACTITIONERS AND PHYSICIAN ASSISTANTS WHO PRACTICE IN ASANTE HOSPITALS, OUTPATIENT FACILITIES, URGENT CARE CENTERS AND COMMUNITY-BASED PRACTICES. ASANTE PHYSICIAN PARTNERS OPERATES 36 COMMUNITY-BASED CLINICS LOCATED THROUGHOUT JACKSON AND JOSEPHINE COUNTIES. PRIMARY CARE AND SPECIALTIES INCLUDE: BEHAVIORAL HEALTH, CARDIOVASCULAR AND THORACIC SURGERY, DIABETIC EDUCATION, EAR, NOSE AND THROAT, ENDOCRINOLOGY, FAMILY MEDICINE, GENERAL AND COLORECTAL SURGERY, INFECTIOUS DISEASE, INTENSIVISTS AND CRITICAL CARE, INTERNAL MEDICINE, MATERNAL FETAL MEDICINE, NEUROLOGY, OBSTETRICS/GYNECOLOGY, ORTHOPEDIC AND SPORT MEDICINE, PEDIATRICS, PEDIATRIC HEMATOLOGY AND ONCOLOGY, PULMONOLOGY, SLEEP MEDICINE, URGENT CARE, UROLOGY, AND WORK HEALTH. THEIR LARGEST PROGRAM SERVICE ACCOMPLISHMENT TO TAKE PLACE DURING THE FISCAL YEAR ENDING SEPT 30, 2019 WAS TO SEE IN CLINIC 37,107 MEDICARE, 37,340 MEDICAID AND 20,806 UNINSURED PATIENTS. THESE PATIENTS MAY EXPERIENCE DIFFICULTY IN ACCESSING CARE IN OTHER PARTS OF THE COMMUNITY. ASANTE PHYSICIAN PARTNERS STANDS READY TO PROVIDE CARE FOR ALL THOSE IN NEED. THIS ACCESS IS OF PARTICULAR BENEFIT TO THE UNDERSERVED IN THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,347,112 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $13,963,200 | RevenueAmt |
| Desc | ASANTE PHYSICIAN PARTNERS SECOND LARGEST ACCOMPLISHMENT BASED UPON FUNCTIONAL EXPENSE IS THE RECRUITMENT AND RETENTION OF PROVIDERS IN OUR COMMUNITY. DURING FISCAL YEAR 2019, ASANTE PHYSICIAN PARTNERS RECRUITED 52 PROVIDERS FROM OUT OF THE AREA. ONE OF ASANTE PHYSICIAN PARTNERS PRIMARY GOALS IS TO PROVIDE TO THE CITIZENS OF OUR COMMUNITY A BROAD ARRAY OF GENERAL PRACTITIONERS AND MEDICAL SPECIALISTS. WE FEEL THIS APPROACH ENSURES MOST PATIENT MEDICAL NEEDS CAN BE MET LOCALLY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,673,556 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,981,600 | RevenueAmt |
| Desc | NINE ASANTE PHYSICIAN PARTNER (APP) CLINICS RECEIVED TIER 4 PATIENT CENTERED PRIMARY CARE HOME RECOGNITION FROM THE OREGON HEALTH AUTHORITY. THIS RECOGNITION REFLECTS THAT APP CLINICS HAVE DEMONSTRATED EXCELLENCE IN PROVIDING HIGH QUALITY PERSONAL AND FAMILY CENTERED CARE.APP'S FINAL PROGRAM SERVICE ACCOMPLISHMENT IS PARTICIPATING IN MEDICARE'S COMPREHENSIVE PRIMARY CARE PLUS (CPC+) FOR EIGHT OF OUR PRIMARY CARE CLINICS. THE CPC+ MODEL SEEKS TO IMPROVE QUALITY AND ACCESS AND TO REDUCE HEALTHCARE EXPENSES THROUGH IMPROVING THE EFFICIENCY OF PRIMARY CARE. OUR PARTICIPATING PRACTICES CONTINUE TO MAKE STRIDES IN IMPROVING THE CARE THEY PROVIDE OUR COMMUNITY THROUGH FOCUS ON RISK STRATIFICATION, CARE MANAGEMENT, COMPREHENSIVE CARE COORDINATION BEYOND EPISODES OF CARE, PATIENT AND FAMILY ENGAGEMENT, AND TIMELY PATIENT FOLLOW UP AFTER EMERGENCY ROOM VISITS AND HOSPITALIZATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $86,735,559 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | 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 | Yes (1) | 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 | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 988 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | OR | 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 | GREG WOJTAL CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5417894549 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 SISKIYOU BLVD | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| SCOTT NELSON MD | ||||||||
| CHAIRMAN | 40.00 | Yes (X) | Yes (X) | $832,859 | $0 | $44,750 | ||
| ROY VINYARD | ||||||||
| TRUSTEE/ASANTE CEO | 1.00 | Yes (X) | Yes (X) | $0 | $959,102 | $50,613 | 40.00 | |
| SCOTT KELLY | ||||||||
| SECRETARY/ASANTE CEO | 1.00 | Yes (X) | Yes (X) | $0 | $1,063,390 | $31,791 | 40.00 | |
| LEE MILLIGAN MD | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $467,476 | $52,458 | 40.00 | ||
| HILLARY SEGER MD | ||||||||
| TRUSTEE | 40.00 | Yes (X) | $330,743 | $0 | $20,565 | |||
| DOUG DIEHL | ||||||||
| CHIEF MEDICAL OFFICER | 40.00 | Yes (X) | Yes (X) | $394,765 | $0 | $33,723 | ||
| ADRIANE SUE MD | ||||||||
| TRUSTEE | 40.00 | Yes (X) | $343,700 | $0 | $30,273 | |||
| ERIC VANBEAN FNP | ||||||||
| TRUSTEE | 40.00 | Yes (X) | $148,100 | $0 | $31,672 | |||
| JAMES BERRY | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | Yes (X) | $246,893 | $0 | $36,140 | ||
| CHRIS MORGAN MD | ||||||||
| TRUSTEE | 40.00 | Yes (X) | $386,477 | $0 | $47,121 | |||
| ANNE GOLDEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG WOJTAL | ||||||||
| TRUSTEE/ASANTE CAFO | 1.00 | Yes (X) | Yes (X) | $0 | $501,182 | $44,519 | 40.00 | |
| STEFEN HARVEY | ||||||||
| FORMER APP CFO | 40.00 | Yes (X) | $158,268 | $0 | $33,204 | |||
| CHARLES CARMECI MD | ||||||||
| MEDICAL DOCTOR | 40.00 | $1,722,839 | $0 | $64,643 | Yes (X) | |||
| SCOTT HOPKINS MD | ||||||||
| MEDICAL DOCTOR | 40.00 | $853,913 | $0 | $21,218 | Yes (X) | |||
| MATTHEW NUGENT MD | ||||||||
| MEDICAL DOCTOR | 40.00 | $1,082,040 | $0 | $45,432 | Yes (X) | |||
| NICHOLAS ENGSTROM MD | ||||||||
| MEDICAL DOCTOR | 40.00 | $1,737,839 | $0 | $64,104 | Yes (X) | |||
| MEGAN FROST MD | ||||||||
| MEDICAL DOCTOR | 40.00 | $917,691 | $0 | $29,180 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,156,127 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,991,150 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $681,406 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 238 | 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 |
|---|---|---|---|---|---|
| OHSU | |||||
| 3181 SW SAM JACKSON PARK ROAD | PORTLAND | OR | 97239 | PHYSICIAN SERVICES | $484,783 |
| HAYES HEALTHCARE LLC | |||||
| 6700 N ANDREWS AVE SUITE 600 | FOORT LARDERDALE | FL | 33309 | PHYSICIAN SERVICES | $484,406 |
| ICON MEDICAL NETWORK | |||||
| 8100 SW NYBERG ST | TUALATIN | OR | 97062 | PHYSICIAN SERVICES | $229,823 |
| COMPHEALTH | |||||
| PO BOX 972651 | DALLAS | TX | 75397 | PHYSICIAN SERVICES | $208,086 |
| CALL 4 HEALTH | |||||
| 2855 S CONGRESS AVE | DELRAY BEACH | FL | 33445 | NURSE TRIAGE | $184,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $37,326 | RelatedOrganizationsAmt |
| Total Contributions | $37,326 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PHYSICIAN SERVICES REVENUE | 621110 | $64,706,180 | $64,640,368 | $65,812 |
| INCENTIVE PAYMENTS | 900099 | $5,175,632 | $5,175,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $69,881,812 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,919,138 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,816,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $65,812 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,841,804 | TotalAmt |
| Management And General | $2,841,804 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,967,717 | TotalAmt |
| Program Services | $62,628,749 | ProgramServicesAmt |
| Management And General | $1,338,968 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,969,968 | TotalAmt |
| Program Services | $3,516,114 | ProgramServicesAmt |
| Management And General | $453,854 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,675,959 | TotalAmt |
| Program Services | $6,690,114 | ProgramServicesAmt |
| Management And General | $1,985,845 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,155,224 | TotalAmt |
| Program Services | $3,803,851 | ProgramServicesAmt |
| Management And General | $351,373 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,608 | TotalAmt |
| Management And General | $15,608 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,065 | TotalAmt |
| Management And General | $64,065 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,323 | TotalAmt |
| Program Services | $442,653 | ProgramServicesAmt |
| Management And General | $11,670 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,294 | TotalAmt |
| Program Services | $68,841 | ProgramServicesAmt |
| Management And General | $103,453 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,895 | TotalAmt |
| Management And General | $558,895 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,185,166 | TotalAmt |
| Management And General | $6,185,166 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,685,969 | TotalAmt |
| Management And General | $2,685,969 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,406,548 | TotalAmt |
| Program Services | $1,406,548 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PATIENT SUPPLIES | $4,090,496 | $4,090,496 | |
| OTHER OPERATING EXPENSE | $2,790,013 | $294,769 | $2,495,244 |
| BAD DEBT | $2,672,874 | $2,672,874 | |
| PURCHASED SERVICES | $1,525,794 | $1,120,550 | $405,244 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,232,717 | TotalAmt |
| Program Services | $86,735,559 | ProgramServicesAmt |
| Management And General | $19,497,158 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,621 | BOYAmt |
| EOY | $8,820 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,109,450 | BOYAmt |
| EOY | $4,619,655 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,989 | BOYAmt |
| EOY | $18,989 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $245,531 | BOYAmt |
| EOY | $197,707 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,767,856 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,392,030 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,911,643 | BOYAmt |
| EOY | $24,375,826 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $227,586 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,294,234 | BOYAmt |
| EOY | $29,448,583 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,047 | BOYAmt |
| EOY | $47,208 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,916,704 | BOYAmt |
| EOY | $139,431,809 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,984,751 | BOYAmt |
| EOY | $139,479,017 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$73,690,517 | BOYAmt |
| EOY | -$110,030,434 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$73,690,517 | BOYAmt |
| EOY | -$110,030,434 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,294,234 | BOYAmt |
| EOY | $29,448,583 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$36,313,579 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$26,338 | 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) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,750,804 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,364,163 | DepreciationAmt |
| Book Value | $20,386,641 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,017,052 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,027,867 | DepreciationAmt |
| Book Value | $3,989,185 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $24,375,826 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| BONUS/INCENTIVE PAYABLE | $7,216,970 |
| PAYROLL/BENEFITS PAYABLE | $1,189,378 |
| INTERCOMPANY PAYABLE | $131,025,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $139,431,809 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY ASANTE AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF ASANTE HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT HAS ANALYZED TAX POSITIONS TAKEN BY ASANTE AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR AN ASSET) OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT NELSON MD | ||||||||||||||
| CHAIRMAN | $544,420 | $0 | $288,439 | $0 | $0 | $0 | $16,500 | $0 | $28,250 | $0 | $877,609 | $0 | $0 | $0 |
| ROY VINYARD | ||||||||||||||
| TRUSTEE/ASANTE CEO | $0 | $884,242 | $0 | $74,860 | $0 | $0 | $0 | $19,779 | $0 | $30,834 | $0 | $1,009,715 | $0 | $0 |
| SCOTT KELLY | ||||||||||||||
| SECRETARY/ASANTE CEO | $0 | $915,277 | $0 | $128,010 | $0 | $20,103 | $0 | $17,239 | $0 | $14,552 | $0 | $1,095,181 | $0 | $0 |
| LEE MILLIGAN MD | ||||||||||||||
| TRUSTEE | $0 | $411,356 | $0 | $37,620 | $0 | $18,500 | $0 | $26,609 | $0 | $25,849 | $0 | $519,934 | $0 | $0 |
| HILLARY SEGER MD | ||||||||||||||
| TRUSTEE | $330,743 | $0 | $0 | $0 | $0 | $0 | $19,845 | $0 | $720 | $0 | $351,308 | $0 | $0 | $0 |
| DOUG DIEHL | ||||||||||||||
| CHIEF MEDICAL OFFICER | $326,316 | $0 | $26,298 | $0 | $42,151 | $0 | $10,282 | $0 | $23,441 | $0 | $428,488 | $0 | $0 | $0 |
| ADRIANE SUE MD | ||||||||||||||
| TRUSTEE | $274,296 | $0 | $69,404 | $0 | $0 | $0 | $20,653 | $0 | $9,620 | $0 | $373,973 | $0 | $0 | $0 |
| ERIC VANBEAN FNP | ||||||||||||||
| TRUSTEE | $119,024 | $0 | $29,076 | $0 | $0 | $0 | $9,154 | $0 | $22,518 | $0 | $179,772 | $0 | $0 | $0 |
| JAMES BERRY | ||||||||||||||
| CHIEF OPERATING OFFICER | $220,132 | $0 | $6,734 | $0 | $20,027 | $0 | $12,598 | $0 | $23,542 | $0 | $283,033 | $0 | $0 | $0 |
| CHRIS MORGAN MD | ||||||||||||||
| TRUSTEE | $386,477 | $0 | $0 | $0 | $0 | $0 | $23,527 | $0 | $23,594 | $0 | $433,598 | $0 | $0 | $0 |
| GREG WOJTAL | ||||||||||||||
| TRUSTEE/ASANTE CAFO | $0 | $454,482 | $0 | $28,200 | $0 | $18,500 | $0 | $24,218 | $0 | $20,301 | $0 | $545,701 | $0 | $0 |
| STEFEN HARVEY | ||||||||||||||
| FORMER APP CFO | $138,383 | $0 | $0 | $0 | $19,885 | $0 | $9,879 | $0 | $23,325 | $0 | $191,472 | $0 | $0 | $0 |
| CHARLES CARMECI MD | ||||||||||||||
| MEDICAL DOCTOR | $726,710 | $0 | $989,129 | $0 | $7,000 | $0 | $35,120 | $0 | $29,523 | $0 | $1,787,482 | $0 | $0 | $0 |
| SCOTT HOPKINS MD | ||||||||||||||
| MEDICAL DOCTOR | $431,685 | $0 | $404,540 | $0 | $17,688 | $0 | $0 | $0 | $21,218 | $0 | $875,131 | $0 | $0 | $0 |
| MATTHEW NUGENT MD | ||||||||||||||
| MEDICAL DOCTOR | $498,000 | $0 | $577,015 | $0 | $7,025 | $0 | $20,766 | $0 | $24,666 | $0 | $1,127,472 | $0 | $0 | $0 |
| NICHOLAS ENGSTROM MD | ||||||||||||||
| MEDICAL DOCTOR | $726,710 | $0 | $1,004,129 | $0 | $7,000 | $0 | $35,120 | $0 | $28,984 | $0 | $1,801,943 | $0 | $0 | $0 |
| MEGAN FROST MD | ||||||||||||||
| MEDICAL DOCTOR | $436,765 | $0 | $473,926 | $0 | $7,000 | $0 | $11,070 | $0 | $18,110 | $0 | $946,871 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE SALARY RANGE OF THE EXECUTIVE DIRECTOR IS SET BY THE ASANTE COMPENSATION COMMITTEE AND IS APPROVED BY THE ASANTE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE ACTUAL SALARY IS SET BY THE ASANTE CEO. |
| PART I, LINE 4B | ASANTE, THE PARENT CORPORATION OF ASANTE PHYSICIAN PARTNERS, HAS AN EXECUTIVE RESTORATION PLAN WHICH INCLUDES ASANTE VP & CIO LEE MILLIGAN, MD, ARRMC CEO SCOTT KELLY, JAMES BERRY, AND DOUG DIEHL, MD. THIS PLAN STATES FIXED PAYMENTS WILL BE RECEIVED AT PRE-DETERMINED INTERVALS FROM ASANTE IF STILL EMPLOYED BY ASANTE IN THEIR CURRENT ROLL AT THE TIME OF VESTING. IF EMPLOYMENT TERMINATES BY ASANTE FOR ANY REASON PRIOR TO VESTING, THEY WILL NOT HAVE CLAIM TO THE FUNDS. SELECT EXECUTIVES OF ASANTE, THE PARENT CORPORATION, AGREED TO PARTICIPATE IN CAP-EX IN PLACE OF A TRADITIONAL SERP. SEE SCHEDULE L, PART V, FOR A BROADER DESCRIPTION. |
| PART I, LINE 7 | THE FIVE HIGHEST PAID NON-EXECUTIVE EMPLOYEES, MOSTLY CARDIAC SURGEONS, ARE PAID A BASE SALARY AND THEN RECEIVE PRODUCTIVITY COMPENSATION BASED ON WORK RELATIVE VALUE UNITS (WRVU'S). EACH WRVU IS $76.92. TOTAL COMPENSATION IS DETERMINED BY MULTIPLYING THE RVU'S BY $76.92. |
| COMPENSATION FROM UNRELATED ORGANIZATION | SCHEDULE J, PART II SHOWS THE COMPENSATION OF THE OFFICERS, DIRECTORS AND KEY EMPLOYEES OF ASANTE. COLUMNS BI, BII AND BIII DISPLAYS THE AMOUNTS ACTUALLY PAID TO THESE PEOPLE AS WHAT SHOWS UP ON THEIR FORM W-2 ON DECEMBER 31,2018. COLUMNS C AND D INCLUDE AMOUNTS ACCRUED, BUT UNPAID DURING THE FISCAL YEAR, WITH COLUMN E BEING TOTAL COMPENSATION REPORTED FOR FORM 990 PURPOSES. COLUMN F INCLUDES AMOUNTS THAT HAD BEEN REPORTED AS ACCRUED BUT UNPAID COMPENSATION ON PRIOR YEAR FORM 990 TAX RETURNS, BUT PAID-OUT DURING THE CURRENT YEAR. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROY VINYARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | ASANTE CEO | RelationshipWithOrgTxt |
| Loan Purpose | SEE PART V | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $3,000,000 | OriginalPrincipalAmt |
| Balance Due | $5,029,230 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $5,029,230 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L PART II | FormAndLineReferenceDesc |
| Explanation | A RELATED ORGANIZATION, ASANTE, PROVIDES SUPPLEMENTAL RETIREMENT BENEFITS THROUGH AN ALTERNATIVE FUNDING ARRANGEMENT THE IRS CALLS "COLLATERAL ASSIGNMENT SPLIT DOLLAR" (CASD). ALTHOUGH THE IRS REQUIRES REPORTING IN THE LOAN SECTION OF SCHEDULE L, CASD IS NOT AN ACTUAL LOAN--NO FUNDS ARE TRANSFERRED TO THE EXECUTIVE. RATHER, THE "LOAN" TREATMENT APPLIES BECAUSE AFTER THE EXECUTIVE HAS RECEIVED RETIREMENT BENEFITS, ASANTE RECOVERS ALL OF ITS OUTLAYS PLUS INTEREST.THE RECOVERY RIGHT IS A KEY ADVANTAGE OF CASD FOR ASANTE. RATHER THAN PAYING RETIREMENT BENEFITS TO THE EXECUTIVE THAT WOULD NEVER BE RECOVERED, UNDER CASD ASANTE RECOVERS NOT ONLY ITS OUTLAYS, BUT ALSO CONSIDERATION FOR THE TIME VALUE OF MONEY.CASD WORKS AS FOLLOWS. ASANTE DEPOSITS FUNDS INTO A CASH VALUE LIFE INSURANCE POLICY ON THE EXECUTIVE'S LIFE. DURING LIFE, TO THE EXTENT THE EXECUTIVE FULFILLS SERVICE AND VESTING REQUIREMENTS, THE EXECUTIVE CAN BORROW AGAINST VALUES IN THE POLICY TO SUPPLEMENT RETIREMENT INCOME. POLICY PERFORMANCE IS CLOSELY MONITORED. IF POLICY PERFORMANCE LAGS, THE EXECUTIVE'S BORROWING RIGHTS ARE REDUCED TO PROTECT THE EO'S RECOVERY RIGHTS.AT THE EXECUTIVE'S DEATH, THE POLICY DEATH PROCEEDS ARE FIRST USED TO REPAY THE EO ITS DEPOSITS PLUS COMPOUNDED INTEREST (AT THE IRS LONG-TERM APPLICABLE FEDERAL RATE). THE EXECUTIVE'S BENEFICIARY THEN RECEIVES ANY PROJECTED RETIREMENT BORROWING THE EXECUTIVE DID NOT ACCESS DURING LIFE. ANY REMAINING DEATH PROCEEDS ARE AVAILABLE TO BE PAID TO THE EXECUTIVE'S BENEFICIARY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | IN THE VERY NEAR FUTURE, ONLY PHYSICIANS AND HOSPITALS THAT PROACTIVELY FIND COMPREHENSIVE SOLUTIONS TO BETTER PATIENT CARE WILL SUCCEED. ASANTE PHYSICIAN PARTNERS IS ON THE FOREFRONT OF THIS PARADIGM SHIFT, FOSTERING A STRATEGIC ALIGNMENT AMONG PHYSICIANS, OTHER HEALTHCARE PROVIDERS, HOSPITALS, AND INFORMATION TECHNOLOGY. WE BELIEVE THAT THE BEST RESPONSE TO THE CHALLENGES OF HEALTHCARE REFORM IS TO TAKE ACTION NOW INSTEAD OF TRYING TO CATCH UP LATER. THE COST OF HEALTHCARE IN THE UNITED STATES HAS REACHED UNSUSTAINABLE LEVELS. MANY HOSPITALS ACROSS THE COUNTRY HAVE HAD TO CLOSE THEIR DOORS. THIS IS ESPECIALLY PROBLEMATIC IN RURAL AND SMALL URBAN AREAS. WHEN HOSPITALS IN THESE AREAS SHUT DOWN, THE DOCTORS LEAVE, AND MEMBERS OF THE COMMUNITY HAVE TO TRAVEL HUNDREDS OF MILES IN SOME CASES TO OBTAIN MEDICAL CARE. MANY OF THESE HOSPITALS FAIL BECAUSE OF A LACK OF DOCTORS IN THEIR RESPECTIVE COMMUNITIES. ONE OF THE MAIN GOALS OF ASANTE PHYSICIAN PARTNERS IS TO RECRUIT A BROAD ARRAY OF DOCTORS TO RELOCATE TO OUR COMMUNITY, AS WELL AS RETAIN THE DOCTORS WHO ALREADY RESIDE HERE. WE WISH TO HAVE AVAILABLE TO THE CITIZENS OF OUR COMMUNITY A LARGE BASE OF PRIMARY CARE PHYSICIANS, AS WELL AS NUMEROUS PHYSICIAN SPECIALISTS INCLUDING CARDIOLOGISTS, SURGEONS, ONCOLOGISTS, AND MUCH MORE. THE FOCUS OF ASANTE PHYSICIAN PARTNERS IS NOT MERELY TO EMPLOY THESE DOCTORS, BUT TO ALSO ENCOURAGE THEM TO ESTABLISH THEIR MEDICAL PRACTICE IN THE COMMUNITY AND MAKE THE ROGUE VALLEY OF SOUTHERN OREGON THEIR HOME. AS A RESULT, THE CITIZENS OF SOUTHERN OREGON DO NOT NEED TO TRAVEL ALL THE WAY TO A MAJOR CITY TO OBTAIN SPECIALIZED MEDICAL CARE. MOST ALL THEIR MEDICAL NEEDS CAN BE TAKEN CARE OF RIGHT HERE IN THE ROGUE VALLEY. WE WANT DOCTORS WHO EXCEL AT THEIR PROFESSION, CARE ABOUT THE PATIENT AS A WHOLE, AND WANT TO COLLABORATE WITHIN A COMMUNITY OF LIKE-MINDED DOCTORS. THE DOCTORS WE EMPLOY ALSO TREAT ALL COMERS. THAT MEANS WE WILL TREAT MEDICARE, MEDICAID, AND UNINSURED PATIENTS THAT MANY SELF-EMPLOYED DOCTORS OFTEN LIMIT OR TURN AWAY. THIS IN TURN HAS THE ADDED ADVANTAGE OF KEEPING PATIENTS OUT OF THE BUSY EMERGENCY ROOMS OF THE HOSPITALS FOR BASIC, NON-EMERGENT MEDICAL NEEDS SIMPLY BECAUSE THE PATIENT CANNOT FIND A DOCTOR TO TREAT THEM. THIS NOT ONLY HELPS KEEP HEALTH CARE COSTS DOWN, BUT ALSO PROMOTES A BETTER OUTCOME FOR THE PATIENT IN GENERAL. THE DOCTORS AT ASANTE PHYSICIAN PARTNERS ARE PLAYING A PIVOTAL ROLE IN DEVELOPING A COLLABORATIVE AND COORDINATED HEALTHCARE ORGANIZATION THAT MODELS EFFECTIVE SOLUTIONS TO THE CHALLENGES OF THE CURRENT HEALTHCARE ENVIRONMENT NOT ONLY IN OUR COMMUNITY, BUT ACROSS THE NATION AS A WHOLE. ALL THE MEMBERS OF ASANTE PHYSICIAN PARTNERS SHARE IN A COMMITMENT TO CREATING A FRAMEWORK FOR EXCELLENCE IN HEALTHCARE. INDEPENDENT VOTING BOARD MEMBERS SINCE THE BOARD OF DIRECTORS OF ASANTE PHYSICIAN PARTNERS IS MADE UP OF PAID EMPLOYEES OF EITHER APP OR A RELATED ORGANIZATION, NONE ARE CONSIDERED TO BE INDEPENDENT. HOWEVER, THE BOARD OF DIRECTORS OF ASANTE, THE PARENT COMPANY OF APP, IS MADE UP OF ENTIRELY INDEPENDENT VOTING MEMBERS. THE ASANTE BOARD OF DIRECTORS HAS OVERRIDING AUTHORITY TO COUNTER ANY DECISION MADE BY THE APP BOARD IF IT FEELS AN APP BOARDS DECISION IS CONTRARY TO THE EXEMPT MISSION OF APP. |
| FORM 990, PART VI, SECTION A, LINE 6 | PER THE BYLAWS THE SOLE MEMBER OF APP IS ASANTE AND AS THE SOLE MEMBER, ASANTE HAS THE RIGHT TO AMEND THE ARTICLES, BYLAWS, ADOPT OR MODIFY STRATEGIC PLAN, ANNUAL BUDGET, APPROVE DISSOLUTION/MERGER, ELECT OR REMOVE BOARD OF DIRECTORS, ETC. |
| FORM 990, PART VI, SECTION A, LINE 7A | PER THE BYLAWS THE SOLE MEMBER OF APP IS ASANTE AND AS THE SOLE MEMBER, ASANTE HAS THE RIGHT TO AMEND THE ARTICLES, BYLAWS, ADOPT OR MODIFY STRATEGIC PLAN, ANNUAL BUDGET, APPROVE DISSOLUTION/MERGER, ELECT OR REMOVE BOARD OF DIRECTORS, ETC. |
| FORM 990, PART VI, SECTION A, LINE 7B | PER THE BYLAWS THE SOLE MEMBER OF APP IS ASANTE AND AS THE SOLE MEMBER, ASANTE HAS THE RIGHT TO AMEND THE ARTICLES, BYLAWS, ADOPT OR MODIFY STRATEGIC PLAN, ANNUAL BUDGET, APPROVE DISSOLUTION/MERGER, ELECT OR REMOVE BOARD OF DIRECTORS, ETC. |
| FORM 990, PART VI, SECTION B, LINE 11B | POLICY SUMMARY: THE FEDERAL FORM 990 IS A FEDERALLY MANDATED LEGAL DOCUMENT THAT IS HIGHLY REGULATED. WITHIN ASANTE PHYSICIAN PARTNERS (APP), THEY ARE TO BE PREPARED BY PERSONNEL IN THE ASANTE ACCOUNTING DEPARTMENT. ASANTE IS THE PARENT CORPORATION OF ASANTE PHYSICIAN PARTNERS. ADDITIONAL ASSISTANCE WILL BE PROVIDED BY PERSONNEL IN THE ASANTE MARKETING, COMPLIANCE, AND EXECUTIVE DEPARTMENTS. BEFORE FINAL SUBMISSION OF THE DOCUMENTS, THEY ARE TO HAVE ASANTE PHYSICIAN PARTNERS BOARD REVIEW. POLICY DETAILS: 1. WHEN FINAL AUDITED FINANCIAL INFORMATION IS AVAILABLE, ACCOUNTING PERSONNEL WILL COMPILE THE NEEDED INFORMATION TO PREPARE THE APPROPRIATE RETURNS FOR THE PRIOR FISCAL YEAR. 2. AS NEEDED, ACCOUNTING WILL FILE ALL APROPRIATE EXTENSIONS ON A TIMELY BASIS. HOWEVER, THE FINAL SUBMISSION CAN NEVER BE EXTENDED PAST AUGUST 15TH OF THE YEAR FOLLOWING THE FISCAL YEAR BEING FILED. 3. IN ADDITION TO NORMAL PREPARATION, ACCOUNTING PERSONNEL WILL COORDINATE WITH PERSONNEL IN MARKETING, COMPLIANCE, AND POSSIBLY THE EXECUTIVE DEPARTMENTS IN PREPARING THE VARIOUS SCHEDULES NEEDED TO COMPLETE THE RETURN. ALL WORK PAPERS ARE TO BE RETAINED IN A PERMANENT FILE. 4. WHEN ALL NECESSARY INFORMATION HAS BEEN COMPILED, IT IS TO BE LOADED INTO APPROPRIATE TAX SOFTWARE. 5. WHEN COMPLETED, A DRAFT RETURN WILL BE REVIEWED BY THE ASANTE CHIEF ADMINISTRATIVE AND FINANCE OFFICER. AFTER THE REVIEW, ACCOUNTING WILL CLEAR ALL REVIEW NOTES AND COMMENTS. 6. ONCE REVIEWED BY THE CAFO, AN ADDITIONAL REVIEW WILL BE PERFORMED BY AN OUTSIDE CPA FIRM. ACCOUNTING WILL AGAIN CLEAR ANY ADDITIONAL REVIEW NOTES AND COMMENTS SUBMITTED BY THE OUTSIDE CPA. 7. THE APP CHIEF EXECUTIVE OFFICER AND MEMBERS OF THE BOARD OF DIRECTORS WILL LOOK OVER THE FINAL SET OF RETURNS AND MAKE FURTHER COMMENTS AND CORRECTIONS, AS IS APPROPRIATE. 8. ONCE ALL REVIEWS AND CORRECTIONS ARE MADE, THE ASANTE CAFO WILL SIGN ALL APPROPRIATE RETURNS FOR FILING. 9. ALL RETURNS WILL THEN BE FILED EITHER ELECTONICALLY OR PAPER COPY WITH THE APPROPRIATE GOVERNMENT AGENCY. A COPY OF EACH RETURN IS TO BE KEPT IN THE ACCOUNTING DEPARTMENT AND A COPY OF THE 990 WILL BE KEPT AT THE ASANTE CORPORATE HEADQUARTERS FOR PUBLIC DISPLAY AND COPYING, AS REQUESTED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE COMPLIANCE DEPARTMENT OF ASANTE (A DEPARTMENT OF THE PARENT COMPANY OF ASANTE PHYSICIAN PARTNERS), MAILS TO ALL ASANTE PHYSICIAN PARTNER'S MANAGEMENT, KEY EMPLOYEES, AND BOARD MEMBERS A CONFLICT OF INTEREST QUESTIONAIRE TO COMPLY WITH ASANTE'S CONFLICT OF INTEREST POLICY# 400-LD-034 AND 036. THE PURPOSE OF THE POLICY IS TO PROTECT ASANTE'S AND ASANTE PHYSICIAN PARTNER'S INTERESTS WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTERESTS OF A BOARD MEMBER OR OFFICER OF THE CORPORATION. IN ADDITION, ALL ASANTE PHYSICIAN PARTNER'S EMPLOYEES HAVE AN OBLIGATION TO DISCLOSE CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS TO THEIR SUPERVISOR. THE ASANTE CORPORATE COMPLIANCE OFFICER IS RESPONSIBLE FOR ADMINISTERING, MONITORING, AND INVESTIGATING ANY POSSIBLE CONFLICTS AND MAKE AN ANNUAL REPORT TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE PARENT COMPANY'S BOARD OF DIRECTORS ANNUALLY REVIEWS THE COMPENSATION OF THE CEO AND OTHER KEY EMPLOYEES. THE REVIEW COMPARES THE COMPENSATION OF THE CEO AND OTHER KEY EMPLOYEES WITH COMPENSATION DATA FOR JOB INCUMBENTS IN COMPARABLE POSITIONS AT OTHER HEALTHCARE ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. THE DATA IS PROVIDED AND PRESENTED TO THE COMPENSATION COMMITTEE BY AN OUTSIDE CONSULTANT. THE COMPENSATION COMMITTEE SETS THE ACTUAL ANNUAL CASH COMPENSATION FOR THE CEO AND SALARY RANGES FOR THE OTHER KEY EMPLOYEES. THE COMMITTEE ALSO SETS TOTAL COMPENSATION OPPORTUNITY FOR THE CEO AND EACH OF THE KEY EMPLOYEES, CONSISTENT WITH THE EXECUTIVE COMPENSATION PHILOSOPHY. MINUTES OF THE COMMITTEE DILIBERATIONS AND DECISIONS ARE RECORDED AND MAINTAINED. THE MOST RECENT EXECUTIVE COMPENSATION REVIEW WAS COMPLETED IN 2018. |
| FORM 990, PART VI, SECTION C, LINE 19 | CURRENTLY, ASANTE PHYSICIAN PARTNERS DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR ITS FINANCIAL STATEMENTS. |
| FORM 990, PART XI, LINE 9: | EQUITY ADJUSTMENTS FROM EPIC -26,338. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASANTE | |||||||||||
| 2650 SISKIYOU BLVD | MEDFORD | OR | 97504 | 930223960 | MANAGEMENT ACTIVITIES | OR | 501(C)(3) | 509(A)(1) | N/A | 0 | |
| ASANTE FOUNDATION | |||||||||||
| 2650 SISKIYOU BLVD | MEDFORD | OR | 97504 | 936087366 | FUNDRAISING | OR | 501(C)(3) | 509(A)(3) | 0 | ASANTE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |