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Nonprofiteer
← SSM HEALTH BUSINESSES

Form 990 for tax year 2022

Filed by SSM HEALTH BUSINESSES.

Totals

Total revenue
$269,744,845
Total expenses
$276,413,804
Contributions and grants received
$72,228
Grants paid
$0
Program services expenses (Part IX)
$254,004,719
Management and general expenses
$22,329,005
Fundraising expenses
$80,080
Program service expenses (Part III)
$254,004,719

Program services were 91.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Douglas Long

    Director, Secretary, General Counsel at SSM Health

    Total calculated
    $2,040,754
    From this org
    $0
    From related orgs
    $1,354,027
    Other
    $686,727
    Hours/week
    1 + 72.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $724,576 related
    Bonus
    $0 + $460,492 related
    Other
    $0 + $168,959 related
    Deferred
    $0 + $664,054 related
    Nontaxable benefits
    $0 + $22,673 related
    Filer's total
    $0 + $2,040,753 related

  • Karen Rewerts

    Director, VP-Financial Operations

    Total calculated
    $1,067,699
    From this org
    $0
    From related orgs
    $805,591
    Other
    $262,108
    Hours/week
    1 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $589,253 related
    Bonus
    $0 + $159,192 related
    Other
    $0 + $57,145 related
    Deferred
    $0 + $231,797 related
    Nontaxable benefits
    $0 + $30,312 related
    Filer's total
    $0 + $1,067,699 related

  • Laura Kaiser

    Director, President, CEO at SSM Health

    Total calculated
    $8,384,492
    From this org
    $0
    From related orgs
    $5,770,684
    Other
    $2,613,808
    Hours/week
    1 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,929,589 related
    Bonus
    $0 + $1,636,383 related
    Other
    $0 + $2,204,713 related
    Deferred
    $0 + $2,594,363 related
    Nontaxable benefits
    $0 + $19,444 related
    Filer's total
    $0 + $8,384,492 related

  • Steve Smoot

    Director, Vice President, COO of SSM Health

    Total calculated
    $2,904,291
    From this org
    $0
    From related orgs
    $1,870,292
    Other
    $1,033,999
    Hours/week
    1 + 65 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,084,584 related
    Bonus
    $0 + $672,081 related
    Other
    $0 + $113,627 related
    Deferred
    $0 + $995,370 related
    Nontaxable benefits
    $0 + $38,629 related
    Filer's total
    $0 + $2,904,291 related

  • Chris Thornock

    President-Post Acute

    Total calculated
    $719,524
    From this org
    $0
    From related orgs
    $524,146
    Other
    $195,378
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $424,117 related
    Bonus
    $0 + $95,808 related
    Other
    $0 + $4,222 related
    Deferred
    $0 + $162,402 related
    Nontaxable benefits
    $0 + $32,976 related
    Filer's total
    $0 + $719,524 related

  • DG Gloede

    President-Post Acute

    Total calculated
    $370,297
    From this org
    $275,003
    From related orgs
    $0
    Other
    $95,294
    Hours/week
    40 + 9 related

    Schedule J breakdown matched by us

    Base
    $255,010
    Bonus
    $18,675
    Other
    $1,318
    Deferred
    $67,201
    Nontaxable benefits
    $28,093
    Filer's total
    $370,297

  • Joy Grosser

    Chief Information Officer

    Total calculated
    $1,281,145
    From this org
    $0
    From related orgs
    $925,495
    Other
    $355,650
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $615,955 related
    Bonus
    $0 + $178,015 related
    Other
    $0 + $131,525 related
    Deferred
    $0 + $344,329 related
    Nontaxable benefits
    $0 + $11,321 related
    Filer's total
    $0 + $1,281,146 related

  • Randy Combs

    Treasurer, Chief Financial Officer at SSM Health

    Total calculated
    $2,850,791
    From this org
    $0
    From related orgs
    $1,879,738
    Other
    $971,053
    Hours/week
    1 + 69 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,144,254 related
    Bonus
    $0 + $475,226 related
    Other
    $0 + $260,259 related
    Deferred
    $0 + $938,234 related
    Nontaxable benefits
    $0 + $32,819 related
    Filer's total
    $0 + $2,850,792 related

  • Ann Cappellari

    Chief Medical Information Officer

    Total calculated
    $692,910
    From this org
    $507,329
    From related orgs
    $0
    Other
    $185,581
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $396,463
    Bonus
    $108,584
    Other
    $2,283
    Deferred
    $162,294
    Nontaxable benefits
    $23,287
    Filer's total
    $692,911

  • Jeanne Sands

    VP-Information Technology, Clinical Applications

    Total calculated
    $408,530
    From this org
    $397,672
    From related orgs
    $0
    Other
    $10,858
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $14,841
    Bonus
    $90,878
    Other
    $291,952
    Deferred
    $9,129
    Nontaxable benefits
    $1,729
    Filer's total
    $408,529

  • Michael Topolski

    VP Finance - Post Acute

    Total calculated
    $224,616
    From this org
    $182,849
    From related orgs
    $0
    Other
    $41,767
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $138,421
    Bonus
    $31,013
    Other
    $13,416
    Deferred
    $25,754
    Nontaxable benefits
    $16,013
    Filer's total
    $224,616

  • Nancy Birschbach

    Regional VP - IT, Wisconsin

    Total calculated
    $613,657
    From this org
    $451,306
    From related orgs
    $0
    Other
    $162,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $337,366
    Bonus
    $84,466
    Other
    $29,474
    Deferred
    $136,928
    Nontaxable benefits
    $25,423
    Filer's total
    $613,657

  • Cheryl Hager

    Chief Nursing Information Officer

    Total calculated
    $423,132
    From this org
    $327,576
    From related orgs
    $0
    Other
    $95,556
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,275
    Bonus
    $0
    Other
    $37,302
    Deferred
    $92,169
    Nontaxable benefits
    $3,386
    Filer's total
    $423,132

  • Eduard Devries

    VP-Information Technology, Business Applications

    Total calculated
    $372,986
    From this org
    $362,486
    From related orgs
    $0
    Other
    $10,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $15,134
    Bonus
    $88,039
    Other
    $259,313
    Deferred
    $9,129
    Nontaxable benefits
    $1,371
    Filer's total
    $372,985

  • Gary Chan

    Chief Information Security Officer

    Total calculated
    $512,933
    From this org
    $385,455
    From related orgs
    $0
    Other
    $127,478
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $319,746
    Bonus
    $64,962
    Other
    $747
    Deferred
    $116,036
    Nontaxable benefits
    $11,442
    Filer's total
    $512,933

  • Hedy Smith

    VP-Enterprise Operations

    Total calculated
    $602,297
    From this org
    $437,909
    From related orgs
    $0
    Other
    $164,388
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $350,550
    Bonus
    $86,532
    Other
    $827
    Deferred
    $132,021
    Nontaxable benefits
    $32,366
    Filer's total
    $602,297

  • Kevin Cross

    VP - IT Infrastructure

    Total calculated
    $634,417
    From this org
    $464,542
    From related orgs
    $0
    Other
    $169,875
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $335,528
    Bonus
    $90,538
    Other
    $38,476
    Deferred
    $144,251
    Nontaxable benefits
    $25,624
    Filer's total
    $634,417

  • Alison Ruehl

    Former officer

    Total calculated
    $130,309
    From this org
    $0
    From related orgs
    $110,879
    Other
    $19,430
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $110,879 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,430 related
    Filer's total
    $0 + $130,310 related

  • Kris Zimmer

    Former Officer

    Total calculated
    $135,402
    From this org
    $0
    From related orgs
    $135,402
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $135,402 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $135,402 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 — 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)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
Several individuals listed on Part VII, Section A, received tax indemnification/gross up payments in 2022, which were included in their taxable compensation.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
The organization's top management official (Chief Information Officer) 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 SSM Health Care Board of Directors.
Schedule J, Part I, Line 4a Severance or change-of-control payment
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: Jeanne Sands $125,304 Eduard DeVries $92,665 Alison Ruehl $117,407
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
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 2022. 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 DEFERRALS FROM THIS PLAN IN 2022: Steve Smoot $240,329 Laura Kaiser $708,350 Randy Combs $251,115 Douglas Long $159,815 Karen Rewerts $57,962 Joy Grosser $124,001 Chris Thornock $43,014 DG Gloede $24,694 Michael Topolski $11,150 Ann Cappellari $39,414 Nancy Birschbach $32,852 Kevin Cross $33,048 Gary Chan $30,239 Cheryl Hager $23,370 Hedy Smith $33,573 The following individuals listed on Part VII of the Form 990 received distributions from this plan in 2022. All distributions received from the plan in the current year were included in the individual's taxable compensation. Steve Smoot $111,005 Laura Kaiser $1,488,789 Karen Rewerts $51,943 Jeanne Sands $125,304 Nancy Birschbach $27,695 Eduard DeVries $92,665 Cheryl Hager $13,897

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

No itemized grants to organizations on this return.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
16 November 2023
IRS schema version
2022v5.0
Source object
202323199349329907

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