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Nonprofiteer
← SSM HEALTH CARE OF WISCONSIN INC

Form 990 for tax year 2024

Filed by SSM HEALTH CARE OF WISCONSIN INC.

Totals

Total revenue
$770,222,978
Total expenses
$666,681,797
Contributions and grants received
$1,671,167
Grants paid
$1,262,808
Program service revenue
$744,776,326
Investment income
$4,908,886
Other revenue
$18,866,599
Total assets, end of year
$499,418,127
Total liabilities, end of year
$71,106,919
Net assets or fund balances, end of year
$428,311,208
Program services expenses (Part IX)
$587,195,037
Management and general expenses
$79,461,900
Fundraising expenses
$24,860
Program service expenses (Part III)
$587,195,037

Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $226,195

  • 1d · Related organizations

    $836,636

  • 1e · Government grants (contributions)

    $606,451

  • 1f · All other contributions, gifts and grants

    $1,885

  • 1g · Noncash contributions included above

    $3,652

  • 2a · Program service revenue: NET PATIENT SERVICE RE

    total $796,538,619 · related or exempt $788,678,411 · unrelated business $7,860,208

  • 2b · Program service revenue: CORPORATE & MGMT REV

    total $38,507,760 · related or exempt $38,507,760

  • 2c · Program service revenue: VALUE BASED CARE REVEN

    total $8,100,000 · related or exempt $8,100,000

  • 2d · Program service revenue: CHILD CARE

    total $1,440,079 · related or exempt $91,479 · unrelated business $1,348,600

  • 2e · Program service revenue: INSURANCE FEES

    total -$99,959,332 · related or exempt -$99,959,332

  • 2f · All other program service revenue

    total $149,200 · related or exempt $149,200

  • 3 · Investment income

    total $6,661 · excluded $6,661

  • 6a · Gross rents

    real property $501,578

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $501,578

  • 6d · Net rental income or loss

    total $501,578 · excluded $501,578

  • 7a · Gross sales of assets other than inventory

    other assets $4,902,225

  • 7b · Less cost or other basis and sales expenses

    other assets $0

  • 7c · Gain or loss

    other assets $4,902,225

  • 7d · Net gain or loss

    total $4,902,225 · excluded $4,902,225

  • 10a · Gross sales of inventory

    $25,002

  • 10b · Cost of goods sold

    $143,004

  • 10c · Net income from sales of inventory

    total -$118,002 · excluded -$118,002

  • 11a · Other revenue: JOINT VENTURE REVENUE

    total $15,101,169 · excluded $15,101,169

  • 11b · Other revenue: CAFETERIA REVENUE

    total $2,709,189 · excluded $2,709,189

  • 11c · Other revenue: PARKING

    total $590,440 · excluded $590,440

  • 11d · All other revenue

    total $82,225 · excluded $82,225

  • 11e · Other revenue, total

    $18,483,023

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,236,008 · program services $1,236,008

  • 2 · Grants to domestic individuals

    total $26,800 · program services $26,800

  • 5 · Compensation of officers, directors and key employees

    total $7,158,972 · program services $6,775,786 · management and general $383,186

  • 6 · Compensation of disqualified persons

    total $231,800 · program services $219,393 · management and general $12,407

  • 7 · Other salaries and wages

    total $209,769,371 · program services $198,541,417 · management and general $11,227,954

  • 8 · Pension plan contributions

    total $11,703,176 · program services $11,076,761 · management and general $626,415

  • 9 · Other employee benefits

    total $29,429,844 · program services $27,854,605 · management and general $1,575,239

  • 10 · Payroll taxes

    total $15,781,609 · program services $14,936,895 · management and general $844,714

  • 11a · Fees: management

    total $22,211,632 · program services $18,902,390 · management and general $3,309,242

  • 11b · Fees: legal

    total $510,191 · program services $8 · management and general $510,183

  • 11g · Fees: other

    total $100,069,905 · program services $91,076,470 · management and general $8,982,435 · fundraising $11,000

  • 12 · Advertising and promotion

    total $225,320 · program services $163,251 · management and general $62,178 · fundraising -$109

  • 13 · Office expenses

    total $8,882,918 · program services $8,175,945 · management and general $700,160 · fundraising $6,813

  • 14 · Information technology

    total $20,367,755 · program services $20,367,755

  • 16 · Occupancy

    total $10,921,021 · program services $10,324,820 · management and general $595,706 · fundraising $495

  • 17 · Travel

    total $461,126 · program services $311,416 · management and general $149,710

  • 19 · Conferences, conventions and meetings

    total $192,336 · program services $118,521 · management and general $72,486 · fundraising $1,329

  • 21 · Payments to affiliates

    total $57,417,285 · program services $6,819,378 · management and general $50,597,907

  • 22 · Depreciation, depletion and amortization

    total $18,597,595 · program services $18,061,123 · management and general $536,472

  • 23 · Insurance

    total $2,001,429 · program services $1,987,573 · management and general $13,856

  • 24a · Other expenses: MEDICAL SUPPLIES AND EQ

    total $124,558,597 · program services $124,558,597

  • 24b · Other expenses: TAXES

    total $13,826,948 · program services $13,742,144 · management and general $84,804

  • 24c · Other expenses: MEDICAL CLAIMS

    total $10,000,000 · program services $10,000,000

  • 24d · Other expenses: BANK FEES

    total $1,175,111 · program services $1,152,982 · management and general $22,129

  • 24e · All other expenses

    total -$74,952 · program services $764,999 · management and general -$845,283 · fundraising $5,332

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,044,730 · end of year $1,016,545

  • 2 · Savings and temporary cash investments

    beginning of year $234,853

  • 4 · Accounts receivable

    beginning of year $125,813,966 · end of year $93,008,679

  • 8 · Inventories for sale or use

    beginning of year $7,348,656 · end of year $10,146,250

  • 9 · Prepaid expenses and deferred charges

    beginning of year $968,964 · end of year $1,824,758

  • 10a · Land, buildings and equipment: cost or other basis

    $743,630,894

  • 10b · Land, buildings and equipment: accumulated depreciation

    $526,408,943

  • 10c · Land, buildings and equipment, net

    beginning of year $204,198,572 · end of year $217,221,951

  • 13 · Investments: program-related

    beginning of year $127,593,853 · end of year $121,622,799

  • 14 · Intangible assets

    beginning of year $41,578 · end of year $93,828

  • 15 · Other assets

    beginning of year $91,859,528 · end of year $54,483,317

  • 17 · Accounts payable and accrued expenses

    beginning of year $50,978,125 · end of year $63,058,556

  • 24 · Unsecured notes and loans payable

    beginning of year $31,219 · end of year $5,073

  • 25 · Other liabilities

    beginning of year $7,612,848 · end of year $8,043,290

  • 27 · Net assets without donor restrictions

    beginning of year $481,844,420 · end of year $428,311,208

  • 28 · Net assets with donor restrictions

    beginning of year $18,638,088 · end of year $0

Listed in Part VII

  • SUE ANDERSON

    DIRECTOR, REGIONAL PRESIDENT

    Total calculated
    $1,925,968
    From this org
    $1,377,728
    From related orgs
    $0
    Other
    $548,240
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $787,210
    Bonus
    $422,941
    Other
    $167,577
    Deferred
    $527,309
    Nontaxable benefits
    $20,931
    Filer's total
    $1,925,968

  • WESLEY SPARKMAN

    DIRECTOR, CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • WAYNE MATZKE

    DIRECTOR, VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • SR RHEA EMMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • PENG HER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MARK HOLZMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JOAN KARSTEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • PATTI LEITZEN FYE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JENNIFER MASKEL MD

    DIRECTOR, PHYSICIAN AT SSM HEALTH

    Total calculated
    $160,266
    From this org
    $0
    From related orgs
    $145,868
    Other
    $14,398
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,211 related
    Bonus
    $0
    Other
    $0 + $657 related
    Deferred
    $0 + $10,712 related
    Nontaxable benefits
    $0 + $3,686 related
    Filer's total
    $0 + $160,266 related

  • THEODORE TED MILLER MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • OLIVIA OTTE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • MATTHEW POGODZINSKI MD

    DIRECTOR, PHYSICIAN AT SSM HEALTH

    Total calculated
    $879,000
    From this org
    $0
    From related orgs
    $813,233
    Other
    $65,767
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $735,611 related
    Bonus
    $0 + $75,000 related
    Other
    $0 + $2,622 related
    Deferred
    $0 + $19,513 related
    Nontaxable benefits
    $0 + $46,254 related
    Filer's total
    $0 + $879,000 related

  • STEVE SMOOT

    VICE PRESIDENT, COO AT SSM HEALTH

    Total calculated
    $3,484,633
    From this org
    $0
    From related orgs
    $2,364,935
    Other
    $1,119,698
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,305,272 related
    Bonus
    $0 + $895,103 related
    Other
    $0 + $164,560 related
    Deferred
    $0 + $1,075,677 related
    Nontaxable benefits
    $0 + $44,021 related
    Filer's total
    $0 + $3,484,633 related

  • DOUGLAS LONG

    SECRETARY, CLO AT SSM HEALTH

    Total calculated
    $2,287,921
    From this org
    $0
    From related orgs
    $1,587,150
    Other
    $700,771
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $813,979 related
    Bonus
    $0 + $583,198 related
    Other
    $0 + $189,973 related
    Deferred
    $0 + $676,547 related
    Nontaxable benefits
    $0 + $24,224 related
    Filer's total
    $0 + $2,287,921 related

  • THOMAS KIRSCHBAUM

    ASST SEC, REG GENERAL COUNSEL

    Total calculated
    $737,267
    From this org
    $0
    From related orgs
    $561,495
    Other
    $175,772
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,165 related
    Bonus
    $0 + $115,798 related
    Other
    $0 + $45,532 related
    Deferred
    $0 + $136,607 related
    Nontaxable benefits
    $0 + $39,165 related
    Filer's total
    $0 + $737,267 related

  • MATT KINSELLA

    REGIONAL VP FINANCE-WISCONSIN

    Total calculated
    $736,408
    From this org
    $0
    From related orgs
    $561,331
    Other
    $175,077
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,285 related
    Bonus
    $0 + $101,437 related
    Other
    $0 + $42,609 related
    Deferred
    $0 + $132,986 related
    Nontaxable benefits
    $0 + $42,091 related
    Filer's total
    $0 + $736,408 related

  • KEVIN SMITH

    TREASURER, CFO AT SSM HEALTH

    Total calculated
    $1,677,558
    From this org
    $0
    From related orgs
    $1,050,477
    Other
    $627,081
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,034,519 related
    Bonus
    $0
    Other
    $0 + $15,958 related
    Deferred
    $0 + $586,407 related
    Nontaxable benefits
    $0 + $40,674 related
    Filer's total
    $0 + $1,677,558 related

  • DAWIT TESFASILASSIE

    REGIONAL VP ACUTE CARE OPS

    Total calculated
    $763,583
    From this org
    $578,283
    From related orgs
    $0
    Other
    $185,300
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $509,294
    Bonus
    $67,963
    Other
    $1,026
    Deferred
    $154,391
    Nontaxable benefits
    $30,909
    Filer's total
    $763,583

  • KYLE NONDORF

    REGIONAL VP ACUTE CARE

    Total calculated
    $989,618
    From this org
    $757,276
    From related orgs
    $0
    Other
    $232,342
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $555,313
    Bonus
    $148,411
    Other
    $53,552
    Deferred
    $186,115
    Nontaxable benefits
    $46,227
    Filer's total
    $989,618

  • ERIC THORNTON

    HOSPITAL PRES ST. MARY'S MADISON

    Total calculated
    $711,494
    From this org
    $538,837
    From related orgs
    $0
    Other
    $172,657
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $436,768
    Bonus
    $68,423
    Other
    $33,646
    Deferred
    $131,130
    Nontaxable benefits
    $41,527
    Filer's total
    $711,494

  • DEANN THURMER

    HOSPITAL PRES ST. CLARE

    Total calculated
    $590,144
    From this org
    $0
    From related orgs
    $452,136
    Other
    $138,008
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $355,608 related
    Bonus
    $0 + $62,461 related
    Other
    $0 + $34,067 related
    Deferred
    $0 + $110,651 related
    Nontaxable benefits
    $0 + $27,357 related
    Filer's total
    $0 + $590,144 related

  • JANE CURRAN-MEULI

    HOSPITAL PRES ST. MARY'S JANESVILLE

    Total calculated
    $770,017
    From this org
    $0
    From related orgs
    $591,941
    Other
    $178,076
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $427,455 related
    Bonus
    $0 + $114,495 related
    Other
    $0 + $49,991 related
    Deferred
    $0 + $145,793 related
    Nontaxable benefits
    $0 + $32,283 related
    Filer's total
    $0 + $770,017 related

  • JASON CRAIG

    REGIONAL VP AMBULATORY CARE

    Total calculated
    $593,047
    From this org
    $460,616
    From related orgs
    $0
    Other
    $132,431
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $412,404
    Bonus
    $34,012
    Other
    $14,200
    Deferred
    $105,606
    Nontaxable benefits
    $26,825
    Filer's total
    $593,047

  • AMY FRANTA

    REG CHIEF CLINICAL OFFICER

    Total calculated
    $907,698
    From this org
    $686,940
    From related orgs
    $0
    Other
    $220,758
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $547,052
    Bonus
    $114,727
    Other
    $25,161
    Deferred
    $176,273
    Nontaxable benefits
    $44,485
    Filer's total
    $907,698

  • BRADLEY SCHMIDT

    REG CHIEF MEDICAL OFFICER

    Total calculated
    $698,204
    From this org
    $533,718
    From related orgs
    $0
    Other
    $164,486
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $448,635
    Bonus
    $55,581
    Other
    $29,502
    Deferred
    $118,652
    Nontaxable benefits
    $45,834
    Filer's total
    $698,204

  • CAREN LEWIS

    REG VP PATIENT CARE SVCS, CNO

    Total calculated
    $569,330
    From this org
    $437,617
    From related orgs
    $0
    Other
    $131,713
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $333,088
    Bonus
    $66,898
    Other
    $37,631
    Deferred
    $105,068
    Nontaxable benefits
    $26,645
    Filer's total
    $569,330

  • BRENT MEIER

    REGIONAL VP SURGICAL & ACUTE CARE

    Total calculated
    $643,590
    From this org
    $0
    From related orgs
    $476,640
    Other
    $166,950
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $423,643 related
    Bonus
    $0 + $52,025 related
    Other
    $0 + $972 related
    Deferred
    $0 + $126,852 related
    Nontaxable benefits
    $0 + $40,098 related
    Filer's total
    $0 + $643,590 related

  • DAVID OTTENBAKER

    REGIONAL VP PRIMARY CARE

    Total calculated
    $587,910
    From this org
    $486,411
    From related orgs
    $0
    Other
    $101,499
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $408,848
    Bonus
    $51,554
    Other
    $26,009
    Deferred
    $70,998
    Nontaxable benefits
    $30,501
    Filer's total
    $587,910

  • LARRY ELFMAN

    REG CHIEF MEDICAL INFO OFFICER

    Total calculated
    $541,558
    From this org
    $441,815
    From related orgs
    $0
    Other
    $99,743
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,842
    Bonus
    $46,862
    Other
    $24,111
    Deferred
    $67,014
    Nontaxable benefits
    $32,729
    Filer's total
    $541,558

  • DAVID JARVIS

    PHYSICIAN

    Total calculated
    $446,961
    From this org
    $387,711
    From related orgs
    $0
    Other
    $59,250
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $383,593
    Bonus
    $0
    Other
    $4,118
    Deferred
    $16,356
    Nontaxable benefits
    $42,894
    Filer's total
    $446,961

  • JAMIE PETZKE

    PHYSICIAN

    Total calculated
    $400,508
    From this org
    $363,717
    From related orgs
    $0
    Other
    $36,791
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $363,071
    Bonus
    $0
    Other
    $646
    Deferred
    $19,920
    Nontaxable benefits
    $16,871
    Filer's total
    $400,508

  • RANDY COMBS

    FORMER OFFICER

    Total calculated
    $1,483,527
    From this org
    $0
    From related orgs
    $1,454,021
    Other
    $29,506
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $323,766 related
    Bonus
    $0 + $923,306 related
    Other
    $0 + $206,949 related
    Deferred
    $0 + $13,881 related
    Nontaxable benefits
    $0 + $15,625 related
    Filer's total
    $0 + $1,483,527 related

  • LAURA KAISER

    FMR OFF, PRESIDENT/CEO AT SSM HEALTH

    Total calculated
    $7,886,813
    From this org
    $0
    From related orgs
    $5,205,665
    Other
    $2,681,148
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,163,350 related
    Bonus
    $0 + $2,238,900 related
    Other
    $0 + $803,415 related
    Deferred
    $0 + $2,656,557 related
    Nontaxable benefits
    $0 + $24,591 related
    Filer's total
    $0 + $7,886,813 related

  • JENNIFER CULOTTA

    FORMER KEY EMPLOYEE

    Total calculated
    $231,800
    From this org
    $222,084
    From related orgs
    $0
    Other
    $9,716
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $27,924
    Bonus
    $22,939
    Other
    $171,221
    Deferred
    $7,800
    Nontaxable benefits
    $1,916
    Filer's total
    $231,800

  • JEFF SHADICK

    FORMER KEY EMPLOYEE

    Total calculated
    $485,109
    From this org
    $0
    From related orgs
    $356,093
    Other
    $129,016
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,272 related
    Bonus
    $0 + $60,864 related
    Other
    $0 + $11,957 related
    Deferred
    $0 + $95,627 related
    Nontaxable benefits
    $0 + $33,389 related
    Filer's total
    $0 + $485,109 related

  • KIMBERLY SPENCER

    FORMER KEY EMPLOYEE

    Total calculated
    $539,405
    From this org
    $0
    From related orgs
    $406,221
    Other
    $133,184
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,469 related
    Bonus
    $0 + $86,669 related
    Other
    $0 + $1,083 related
    Deferred
    $0 + $111,272 related
    Nontaxable benefits
    $0 + $21,912 related
    Filer's total
    $0 + $539,405 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
SEVERAL INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED TAX INDEMNIFICATION/GROSS-UP PAYMENTS IN 2024. THE PAYMENTS WERE INCLUDED IN TAXABLE COMPENSATION.
PART I, LINE 3
THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL, REGIONAL PRESIDENT, IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B
SSM HEALTH HAS ADOPTED A SEVERANCE POLICY TO PROVIDE A FINANCIAL TRANSITION IN THE EVENT OF INVOLUNTARY TERMINATION WITHOUT CAUSE FOR EXECUTIVE LEVEL POSITIONS. THE AMOUNT OF THE COMPENSATION IS BASED ON THE POSITION HELD AND LENGTH OF SERVICE WITH SSMH. THE FOLLOWING INDIVIDUALS LISTED IN PART VII OF THE FORM 990 RECEIVED PAYMENTS UNDER THE PLAN IN THE CURRENT YEAR: JENNIFER CULOTTA - $137,496 PENSION RESTORATION PLAN: SSM HEALTH (SSMH) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMH QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER THE SSMH QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMH OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMH. NO INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2024. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMH AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2014 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF FOUR PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2024. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. STEVE SMOOT - $159,608 MATTHEW KINSELLA - $41,165 KYLE NONDORF - $51,642 ERIC THORNTON - $29,317 DEANN THURMER - $28,747 AMY FRANTA - $22,502 BRADLEY SCHMIDT -$27,096 JENNIFER CULOTTA - $33,725 JEFF SHADICK - $9,171

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SSMWI ACO LLC

    HEALTH PROMOTION · WI · income $0 · assets $0

    Directly controlled by SSM HEALTH CARE OF WISCONCIN INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202503219349320840

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.