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ObjectId: 201923179349303127 - Submission: 2019-11-13
TIN: 93-0622075
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
18
Open to Public Inspection
Name of the organization
Northwest Medical Foundation Tillamook
Employer identification number
93-0622075
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
.........
1b
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a?
..
2
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
.............
4a
Yes
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
Yes
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization?
....................
5a
No
b
Any related organization?
.......................
5b
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
..................
6a
No
b
Any related organization?
......................
6b
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
..........................
8
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?
.........................
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018
Page 2
Schedule J (Form 990) 2018
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A)
Name and Title
(B)
Breakdown of W-2 and/or 1099-MISC compensation
(C)
Retirement and other deferred compensation
(D)
Nontaxable
benefits
(E)
Total of columns
(B)(i)-(D)
(F)
Compensation in column (B) reported as deferred on prior Form 990
(i)
Base
compensation
(ii)
Bonus & incentive
compensation
(iii)
Other
reportable compensation
1
Reiner Scott
Dir/Chair
(i)
(ii)
0
-------------
1,339,257
0
-------------
747,881
0
-------------
371,298
0
-------------
16,682
0
-------------
27,790
0
-------------
2,502,908
0
-------------
289,242
2
Rippey Wesley
Director thru 05/2018, Medical Offic
(i)
(ii)
0
-------------
565,539
0
-------------
0
0
-------------
58,404
0
-------------
20,249
0
-------------
27,319
0
-------------
671,511
0
-------------
0
3
Wing Bill
Dir/Vice Chair/Asst Secr
(i)
(ii)
0
-------------
1,015,353
0
-------------
603,273
0
-------------
256,685
0
-------------
16,682
0
-------------
32,633
0
-------------
1,924,626
0
-------------
191,758
4
Butler David
President
(i)
(ii)
0
-------------
301,537
0
-------------
98,200
0
-------------
102,480
0
-------------
16,682
0
-------------
30,022
0
-------------
548,921
0
-------------
34,997
5
Jobe Meredith
Secretary
(i)
(ii)
0
-------------
419,684
0
-------------
111,013
0
-------------
135,918
0
-------------
16,682
0
-------------
21,646
0
-------------
704,943
0
-------------
59,224
6
Smith Micah
Treas/Asst Secr
(i)
(ii)
0
-------------
157,339
0
-------------
11,496
0
-------------
53,667
0
-------------
11,914
0
-------------
29,504
0
-------------
263,920
0
-------------
0
7
Wagner Jack
Asst Secretary thru 03/2018
(i)
(ii)
0
-------------
180,671
0
-------------
414,342
0
-------------
737,895
0
-------------
11,182
0
-------------
22,894
0
-------------
1,366,984
0
-------------
0
8
Leach Judy
Strategy & Comm Exec, PNR
(i)
(ii)
0
-------------
237,547
0
-------------
48,964
0
-------------
16,676
0
-------------
16,682
0
-------------
15,004
0
-------------
334,873
0
-------------
0
9
Newmyer Joyce
President, PNR
(i)
(ii)
0
-------------
657,199
0
-------------
294,310
0
-------------
215,089
0
-------------
16,682
0
-------------
25,727
0
-------------
1,209,007
0
-------------
115,201
10
Reppert Joseph
CFO
(i)
(ii)
0
-------------
686,470
0
-------------
152,446
0
-------------
114,699
0
-------------
16,682
0
-------------
30,164
0
-------------
1,000,461
0
-------------
0
11
Saxon Kathleen
PT Care Executive
(i)
(ii)
0
-------------
178,481
0
-------------
28,022
0
-------------
23,336
0
-------------
11,862
0
-------------
10,462
0
-------------
252,163
0
-------------
0
12
Seufert Regina
VP Physician/Clinic Svcs
(i)
(ii)
0
-------------
170,839
0
-------------
26,352
0
-------------
24,094
0
-------------
11,538
0
-------------
10,005
0
-------------
242,828
0
-------------
0
13
Voshell Shane
VP HR, PNR
(i)
(ii)
0
-------------
189,911
0
-------------
40,615
0
-------------
30,800
0
-------------
14,265
0
-------------
33,995
0
-------------
309,586
0
-------------
0
14
Welch Donald
Finance Officer, PNR
(i)
(ii)
0
-------------
398,127
0
-------------
97,502
0
-------------
175,496
0
-------------
16,682
0
-------------
27,608
0
-------------
715,415
0
-------------
93,616
15
Kaba David
Physician
(i)
(ii)
502,324
-------------
0
0
-------------
0
991
-------------
0
16,682
-------------
0
16,193
-------------
0
536,190
-------------
0
0
-------------
0
16
LaFleur Brett
Physician
(i)
(ii)
532,738
-------------
0
0
-------------
0
991
-------------
0
11,182
-------------
0
36,047
-------------
0
580,958
-------------
0
0
-------------
0
17
Mitchell Brandon
Physician
(i)
(ii)
385,627
-------------
0
8,270
-------------
0
16,702
-------------
0
16,682
-------------
0
33,023
-------------
0
460,304
-------------
0
0
-------------
0
18
Naidoo Abendra
Physician
(i)
(ii)
454,544
-------------
0
0
-------------
0
2,280
-------------
0
16,682
-------------
0
23,022
-------------
0
496,528
-------------
0
0
-------------
0
19
Thompson Albert
Physician
(i)
(ii)
339,932
-------------
0
3,352
-------------
0
7,669
-------------
0
16,682
-------------
0
11,662
-------------
0
379,297
-------------
0
0
-------------
0
Schedule J (Form 990) 2018
Page 3
Schedule J (Form 990) 2018
Page
3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference
Explanation
Part I, Lines 4a-b
Severance payments are made based upon agreements between certain qualifying employees and Adventist Health Services/West. Details of the terms and conditions of the severance agreements are available to the IRS upon request. Wagner, Jack - severance payment - $598,810 The Supplemental Executive Retirement Plan (SERP) is a defined contribution plan designed to encourage the participants continued employment with Adventist Health and is subject to the participants satisfying specified substantial risks of forfeiture. The SERP benefit distribution occurs when the executive achieves 30 years of Adventist health care service, 20 of which are to be as an executive and at least 10 are to be with Adventist Health System/West, and reaches age 60. Until that time, the SERP benefit is at risk to the creditors of Adventist Health. The SERP benefit is designed to help the executive receive employer-provided retirement benefit income equal to 60% of pre-retirement income. A flexible benefits plan (CAA) is offered to groups of highly-compensated employees meeting certain criteria. The participants are provided with an amount equivalent to 41 percent of their base compensation, less the value of their corporate provided benefits. The balance is set aside for nonvested deferred compensation that is subject to substantial risk of forfeiture and is at risk to the creditors of Adventist Health. Payouts occur according to the participants' payment elections after all substantial risks of forfeiture have lapsed. Butler, David - $34,997 Jobe, Meredith - $59,224 Newmyer, Joyce - $115,201 Reiner, Scott - $289,242 Welch, Donald - $93,616 Wing, Bill - $191,758
Schedule J (Form 990) 2018
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