JOHN MUIR PHYSICIAN NETWORK: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MUIR PHYSICIAN NETWORK (EIN 68-0360801)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349308529
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-14T18:42:15-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680360801 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR PHYSICIAN NETWORK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 9259393000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BOULEVARD NO 400 | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 94597 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL MOODY | Name |
| Title | CFO | Title |
| Phone | 9259393000 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL P WALTON | Name |
| PTIN | P00017550 | PTIN |
| Phone | 4157834000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL MOODY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BOULEVARD NO 400 | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 94597 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 221100599 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JOHNMUIRHEALTH.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO IMPROVE THE HEALTH OF THE COMMUNITIES WE SERVE WITH QUALITY AND COMPASSION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 556 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 211601181 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 221100599 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 0 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 211601181 | TotalRevenuePriorYear |
| Total Revenue Current Year | 221100599 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 51040 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 35950977 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 34285733 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 172963144 | OtherExpensePriorYear |
| Other Expenses Current Year | 180927887 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 208914121 | TotalExpensesPriorYear |
| Total Expenses Current Year | 215264660 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2687060 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5835939 | RevenuesLessExpensesCY |
| Total Assets BOY | 49140552 | TotalAssetsBOY |
| Total Assets EOY | 98055219 | TotalAssetsEOY |
| Total Liabilities BOY | 10151588 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 53335355 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 38988964 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 44719864 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 82738761 | Expense |
| Grants | 51040 | Grants |
| Revenue | 105071150 | Revenue |
| Description | 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). | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 110289353 | Expense |
| Revenue | 114937168 | Revenue |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1239527 | Expense |
| Revenue | 1092281 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 194267641 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 91 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 556 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL MOODY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9259393000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BLVD STE 300 | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 94597 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL ROBINSON | ||||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||||
| RON BANDUCCI | ||||||||||
| CHAIRMAN | 3.00 | X | 0 | 0 | 0 | X | ||||
| ARLENE SARGENT | ||||||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | X | ||||
| NANCY MOSCHEL | ||||||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | X | ||||
| KENNETH BOWERS MD | ||||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||||
| WILLIAM DOW PHD | ||||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||||
| WILLIAM HODDICK MD | ||||||||||
| DIRECTOR | 3.00 | X | 0 | 27050 | 0 | |||||
| RAVI HUNDAL MD | ||||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||||
| CALVIN KNIGHT | ||||||||||
| DIRECTOR | 0.00 | X | 0 | 1303701 | 653194 | 60.00 | ||||
| KATHLEEN ODNE | ||||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||||
| JOHN ZUORSKI MD | ||||||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |||||
| MICHAEL MOODY | ||||||||||
| CFO | 0.00 | 0 | 601383 | 262640 | X | 60.00 | ||||
| HAROLD HUSKINS JR | ||||||||||
| INTERIM PRESIDENT/ CEO & SR VP/COO | 60.00 | 475899 | 0 | 198511 | X | |||||
| MITCHELL ZACK | ||||||||||
| VP EMPLOYER & PAYOR RELATIONS | 60.00 | 410176 | 0 | 190688 | X | |||||
| UTE BURNESS | ||||||||||
| CEO IPA | 60.00 | 438979 | 0 | 208174 | X | |||||
| RICHARD FRAIOLI MD | ||||||||||
| MEDICAL DIRECTOR | 60.00 | 366616 | 0 | 107021 | X | |||||
| M KATHERINE SORENSON | ||||||||||
| VP PRACTICE MANAGEMENT | 60.00 | 321772 | 0 | 187794 | X | |||||
| CATHERINE SMITH | ||||||||||
| CONTRACTS & PAYOR RELATIONS DIRECTOR | 60.00 | 188808 | 0 | 44858 | X | |||||
| JEFFREY FRANK MD | ||||||||||
| MEDICAL DIRECTOR | 60.00 | 179536 | 29040 | 47564 | X | |||||
| PAUL SWENSON | ||||||||||
| FORMER PRESIDENT/CEO | 0.00 | 0 | 408257 | 2879 | 0.00 | X | ||||
| MICHAEL LINN | ||||||||||
| FORMER EXCECUTIVE DIRECTOR | 0.00 | 172164 | 0 | 13056 | X | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2553950 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2369431 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1916379 | TotalOtherCompensation |
| Number Individuals GT100 K | 52 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| JOHN MUIR MEDICAL GROUP | |||||
| 1340 TREAT BOULEVARD | WALNUT CREEK | CA | 94596 | MEDICAL SERVICE | 4571893 |
| MUIR MEDICAL GROUP IPA INC | |||||
| 1340 TREAT BOULEVARD | WALNUT CREEK | CA | 94596 | MEDICAL SERVICE | 4556697 |
| NARAMORE BAIN BRADY & JOHANSON | |||||
| 88 KEARNY STREET 900 | SAN FRANCISCO | CA | 94108 | ARCHITECT SERVICE | 1640037 |
| JONES DAY | |||||
| 555 CALIFORNIA STREET | SAN FRANCISCO | CA | 94104 | LEGAL SERVICE | 132837 |
| CODING SOURCE LLC | |||||
| 3415 S SEPULVEDA BOULEVARD | LOS ANGELES | CA | 90034 | MEDICAL SERVICE | 107600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PREMIUM REVENUE | 624100 | 101542129 | 101542129 |
| OTHER SERVICE REVENUE | 624100 | 63056813 | 63056813 |
| NET PATIENT REVENUE | 624100 | 56501657 | 56501657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 221100599 | TotalProgramServiceRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 221100599 | TotalRevenueColumn |
| Related Or Exempt Function Income | 221100599 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51040 | Total |
| Program Services | 51040 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24502887 | Total |
| Program Services | 23201124 | ProgramServices |
| Management And General | 1301763 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9782846 | Total |
| Program Services | 9718719 | ProgramServices |
| Management And General | 64127 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49281519 | Total |
| Program Services | 48125659 | ProgramServices |
| Management And General | 1155860 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1689634 | Total |
| Program Services | 1469683 | ProgramServices |
| Management And General | 219951 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10993 | Total |
| Program Services | 10993 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| IPA PAYMENTS | 97024696 | 97024696 | |
| ADMINISTRATIVE SERVICES | 15093985 | 15093985 | |
| SUPPLIES | 5453836 | 5018933 | 434903 |
| BAD DEBT EXPENSE | 1346599 | 1346599 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11026625 | Total |
| Program Services | 8300195 | ProgramServices |
| Management And General | 2726430 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215264660 | Total |
| Program Services | 194267641 | ProgramServices |
| Management And General | 20997019 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5852074 | BOY |
| EOY | 5206817 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37656560 | BOY |
| EOY | 48160689 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 609132 | BOY |
| EOY | 629147 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 68444154 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24795145 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4787762 | BOY |
| EOY | 43649009 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 235024 | BOY |
| EOY | 409557 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49140552 | BOY |
| EOY | 98055219 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8424893 | BOY |
| EOY | 9767872 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1726695 | BOY |
| EOY | 43567483 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10151588 | BOY |
| EOY | 53335355 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38988964 | BOY |
| EOY | 44719864 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38988964 | BOY |
| EOY | 44719864 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49140552 | BOY |
| EOY | 98055219 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 5835939 | ReconcilationRevenueExpenses |
| Reconcilation Prior Adjustment | -105039 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR HEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941461843 | EIN |
| Type Of Organization | 3 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6730621 | OtherCostOrOtherBasis |
| Depreciation | 5419030 | Depreciation |
| Book Value | 1311591 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20777095 | OtherCostOrOtherBasis |
| Depreciation | 19376115 | Depreciation |
| Book Value | 1400980 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40936438 | OtherCostOrOtherBasis |
| Book Value | 40936438 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 43649009 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| OTHER LONG-TERM LIABILITIES | $2,717,483 |
| FINANCING OBLIGATION | $40,850,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 43567483 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 219754000 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 219754000 | RevenueSubtotal |
| Other Revenues Not Included | 1346599 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1346599 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 221100599 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 213874000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 6979 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 6979 | ExpensesNotRptdF990 |
| Expenses Subtotal | 213867021 | ExpensesSubtotal |
| Other Expenses Not Included | 1397639 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1397639 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 215264660 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS BAD DEBT EXPENSE 1,346,599. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTION 6,979. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RECLASS BAD DEBT EXPENSE 1,346,599. GRANT TO AFFILIATE 51,040. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MUIR BEHAVIORAL HEALTH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 TREAT BOULEVARD STE 300 | AddressLine1 |
| City | WALNUT CREEK | City |
| State | CA | State |
| ZIP Code | 94597 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 680249685 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 51040 | AmountOfCashGrant |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: JOHN MUIR PHYSICIAN NETWORK AND FINANCIAL MANAGEMENT MONITOR THE USE OF THE RESTRICTED FUNDS TO MEET THE INTENDED PURPOSES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 1 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CALVIN KNIGHT | ||||||||||||||
| DIRECTOR | 0 | 834970 | 0 | 362831 | 0 | 105900 | 0 | 625905 | 0 | 27289 | 0 | 1956895 | 0 | 362831 |
| MICHAEL MOODY | ||||||||||||||
| CFO | 0 | 410142 | 0 | 177597 | 0 | 13644 | 0 | 236582 | 0 | 26058 | 0 | 864023 | 0 | 177597 |
| HAROLD HUSKINS JR | ||||||||||||||
| INTERIM PRESIDENT/ CEO & SR VP/COO | 333712 | 0 | 139144 | 0 | 3043 | 0 | 177500 | 0 | 21011 | 0 | 674410 | 0 | 139144 | 0 |
| MITCHELL ZACK | ||||||||||||||
| VP EMPLOYER & PAYOR RELATIONS | 269558 | 0 | 125693 | 0 | 14925 | 0 | 164890 | 0 | 25798 | 0 | 600864 | 0 | 125693 | 0 |
| UTE BURNESS | ||||||||||||||
| CEO IPA | 312875 | 0 | 110000 | 0 | 16104 | 0 | 182869 | 0 | 25305 | 0 | 647153 | 0 | 110000 | 0 |
| RICHARD FRAIOLI MD | ||||||||||||||
| MEDICAL DIRECTOR | 327825 | 0 | 31689 | 0 | 7102 | 0 | 80821 | 0 | 26200 | 0 | 473637 | 0 | 31689 | 0 |
| M KATHERINE SORENSON | ||||||||||||||
| VP PRACTICE MANAGEMENT | 216260 | 0 | 94638 | 0 | 10874 | 0 | 167232 | 0 | 20562 | 0 | 509566 | 0 | 94638 | 0 |
| CATHERINE SMITH | ||||||||||||||
| CONTRACTS & PAYOR RELATIONS DIRECTOR | 175115 | 0 | 16798 | 0 | -3105 | 0 | 29500 | 0 | 15358 | 0 | 233666 | 0 | 16798 | 0 |
| JEFFREY FRANK MD | ||||||||||||||
| MEDICAL DIRECTOR | 174947 | 29040 | 13581 | 0 | -8992 | 0 | 30491 | 0 | 17073 | 0 | 227100 | 29040 | 13581 | 0 |
| PAUL SWENSON | ||||||||||||||
| FORMER PRESIDENT/CEO | 0 | 29396 | 0 | 321903 | 0 | 56958 | 0 | 717 | 0 | 2162 | 0 | 411136 | 0 | 321903 |
| MICHAEL LINN | ||||||||||||||
| FORMER EXCECUTIVE DIRECTOR | 131008 | 0 | 14747 | 0 | 26409 | 0 | 0 | 0 | 13056 | 0 | 185220 | 0 | 14747 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 THE 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, LINE 4B | PART I, LINE 4B: CALVIN KNIGHT $147,469 SERP DEFERRED MICHAEL D MOODY $63,592 RESTORATION PLAN HAROLD HUSKINS JR. $35,315 RESTORATION PLAN MITCHELL ZACK $51,069 RESTORATION PLAN RICHARD L. FRAIOLI $49,915 RESTORATION PLAN M. KATHERINE SORENSON $71,058 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 BOARD OF DIRECTORS, BASES A PORTION OF ANNUAL MANAGEMENT INCENTIVE PAYMENTS ON THE CONSOLIDATED NET EARNINGS TARGETS OF JOHN MUIR HEALTH. ADDITIONALLY, WHERE APPROPRIATE MANAGEMENT OVERSIGHT EXISTS, A PORTION OF AN EXECUTIVE'S MANAGEMENT INCENTIVE CAN ALSO BE BASED ON THE NET EARNINGS TARGETS OF THE CORPORATION. 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. | |
| PART III | COMPENSATION FOR THE CHIEF EXECUTIVE 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. | SUPPLEMENTAL INFORMATION |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| JOHN MUIR MEDICAL GROUP | |||
| COMMON BOARD MEMBER | 42040427 | CONTRACT FOR PROFESSIONAL SERVICES | 0 |
| MUIR MEDICAL GROUP IPA INC | |||
| COMMON BOARD MEMBER | 88942252 | CONTRACT FOR PROFESSIONAL SERVICES | 0 |
| SHIRLEY ZUORSKI | |||
| SPOUSE OF A BOARD MEMBER | 15981 | CLINICAL TRIAL - $11,005NETWORK CONSULTING AGREEMENT - $4,976 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JOHN MUIR PHYSICIAN NETWORK BOARD MEMBER JOHN ZUORSKI MD IS PRESIDENT OF JOHN MUIR MEDICAL GROUP AND RAVI HUNDAL MD IS THE CHIEF FINANCIAL OFFICER OF JOHN MUIR MEDICAL GROUP. JOHN MUIR PHYSICIAN NETWORK BOARD MEMBERS WILLIAM HODDICK MD AND KENNETH BOWERS MD ARE ALSO BOARD MEMBERS AND PRESIDENT AND VICE PRESIDENT RESPECTIVELY OF MUIR MEDICAL GROUP IPA, INC. | |
| FORM 990, PART VI, SECTION A, LINE 6 | JOHN MUIR HEALTH IS THE SOLE CORPORATE MEMBER OF JOHN MUIR PHYSICIAN NETWORK, AND, IN SUCH CAPACITY, HAS THE RIGHT TO APPOINT AND APPROVE THE APPOINTMENT OF CERTAIN DIRECTORS OF JOHN MUIR PHYSICIAN NETWORK, AS WELL AS THE RIGHT TO APPROVE CERTAIN SIGNIFICANT CORPORATE ACTIONS (AS DESCRIBED IN SCHEDULE O). THE PRESIDENT OF JOHN MUIR MEDICAL GROUP ("GROUP") SERVES EX-OFFICIO AS A MEMBER OF THE BOARD OF DIRECTORS OF JOHN MUIR PHYSICIAN NETWORK, AND GROUP HAS THE RIGHT TO DESIGNATE ONE (1) ADDITIONAL PHYSICIAN TO SERVE AS A MEMBER OF THE BOARD OF DIRECTORS OF JOHN MUIR PHYSICIAN NETWORK. IN ADDITION, GROUP HAS THE RIGHT TO NOMINATE ONE (1) PERSON FROM THE COMMUNITY WHO IS NOT A PHYSICIAN TO SERVE AS A MEMBER OF THE BOARD OF DIRECTORS OF JOHN MUIR PHYSICIAN NETWORK. THIS NOMINATION MAY BE ACCEPTED OR REJECTED BY JOHN MUIR HEALTH. THE PRESIDENT OF MUIR MEDICAL GROUP IPA ("IPA") SERVES EX-OFFICIO AS A MEMBER OF THE BOARD OF DIRECTORS OF JOHN MUIR PHYSICIAN NETWORK, AND IPA HAS THE RIGHT TO DESIGNATE ONE (1) ADDITIONAL PHYSICIAN TO SERVE AS A MEMBER OF THE BOARD OF DIRECTORS OF JOHN MUIR PHYSICIAN NETWORK. IN ADDITION, IPA HAS THE RIGHT TO NOMINATE ONE (1) PERSON FROM THE COMMUNITY WHO IS NOT A PHYSICIAN TO SERVE AS A MEMBER OF THE BOARD OF DIRECTORS OF JOHN MUIR PHYSICIAN NETWORK. THIS NOMINATION MAY BE ACCEPTED OR REJECTED BY JOHN MUIR HEALTH. GROUP AND IPA MAY EACH DESIGNATE, ON AN ANNUAL BASIS, ONE PHYSICIAN TO ATTEND EACH MEETING OF THE BOARD OF DIRECTORS AS A NON-VOTING REPRESENTATIVE. | |
| 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 JOHN MUIR HEALTH (I) SHALL SELECT EIGHT (8) OF THE TWELVE (12) MEMBERS OF THE BOARD OF DIRECTORS OF JOHN MUIR PHYSICIAN NETWORK, (II) MAY REMOVE ANY OR BOTH OF THE TWO (2) JOHN MUIR HEALTH EMPLOYED DIRECTORS AT ANY TIME, (III) MAY REMOVE ANY OR ALL OF THE FOUR (4) JOHN MUIR HEALTH NON-EMPLOYED DIRECTORS AT ANY TIME IF SUCH DIRECTOR HAS BEEN A MEMBER OF JOHN MUIR HEALTH'S BOARD OF DIRECTORS AND THEREAFTER CEASES TO SERVE IN SUCH CAPACITY FOR ANY REASON, AND (IV) HAS THE ABSOLUTE RIGHT AT ANY REASONABLE TIME TO INSPECT ALL BOOKS, RECORDS, AND DOCUMENTS OF EVERY KIND AND THE PHYSICAL PROPERTIES OF JOHN MUIR PHYSICIAN NETWORK AND EACH OF ITS SUBSIDIARY CORPORATIONS. 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 CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO BOARD MEMBERS, ALONG WITH A CONFLICT OF INTEREST DISCLOSURE FORM REQUIRED TO BE COMPLETED AND SIGNED. FOLLOWING DISTRIBUTION OF THE POLICY, JOHN MUIR HEALTH GENERAL COUNSEL ("GENERAL COUNSEL") PROVIDES AN EDUCATIONAL SESSION RELATING TO BOARD MEMBER FIDUCIARY DUTIES AND CONFLICTS OF INTEREST COVERING, AMONG OTHER THINGS, REQUIRED DISCLOSURES AND THE PROCESS FOR APPROVAL OF TRANSACTIONS INVOLVING A POTENTIAL CONFLICT. DISCLOSED CONFLICTS ARE COMPILED IN A DOCUMENT AND REVIEWED BY THE BOARD CHAIR, THE CHIEF EXECUTIVE OFFICER AND THE GENERAL COUNSEL. TOGETHER, THESE INDIVIDUALS MONITOR ANY POTENTIAL CONFLICTS AND THE GENERAL COUNSEL ATTENDS BOARD MEETINGS TO ENSURE COMPLIANCE. TRANSACTIONS INVOLVING A POTENTIAL CONFLICT ARE REVIEWED AND APPROVED IN ADVANCE BY COUNSEL, A BOARD COMPLIANCE COMMITTEE AND THE BOARD. THE POLICY ALSO REQUIRES BOARD MEMBERS TO DISCLOSE ANY POTENTIAL CONFLICTS ARISING DURING THE YEAR. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND KEY EMPLOYEES IS 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. | |
| 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 GENERAL COUNSEL FOR THE APPROPRIATE RESPONSE. | |
| FORM 990, PART IX, LINE 11G | PROVIDER FEES: PROGRAM SERVICE EXPENSES 35,264,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,264,000. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 11,618,627. MANAGEMENT AND GENERAL EXPENSES 641,962. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,260,589. CONSULTING, LEGAL AND AUDIT: PROGRAM SERVICE EXPENSES 1,243,032. MANAGEMENT AND GENERAL EXPENSES 513,898. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,756,930. | OTHER FEES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN MUIR HEALTH | ||||||||||
| 1400 TREAT BLVD | 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 | 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 | WALNUT CREEK | CA | 94597 | 680249685 | PROVIDE BEHAVIORAL HEALTH SERVICES INCLUDING MENTAL HEALTH & SUBSTANCE ABUSE | CA | 501(C)(3) | 3 | N/A | 0 |
| JOHN MUIRMT DIABLO COMMUNITY HEALTH FUND | ||||||||||
| 1400 TREAT BLVD | WALNUT CREEK | CA | 94597 | 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 Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |