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Nonprofiteer
← SCL HEALTH MONTANA

Form 990 for tax year 2022

Filed by SCL HEALTH MONTANA.

Totals

Total revenue
$535,939,248
Total expenses
$537,326,363
Contributions and grants received
$18,363,128
Grants paid
$24,192,754
Program services expenses (Part IX)
$468,948,952
Management and general expenses
$68,377,411
Fundraising expenses
$0
Program service expenses (Part III)
$468,948,952

Program services were 87.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JENNIFER ALDERFER

    PRESIDENT, MONTANA REGION

    Total calculated
    $1,201,895
    From this org
    $0
    From related orgs
    $948,294
    Other
    $253,601
    Hours/week
    36 + 17 related

    Schedule J breakdown matched by us

    Base
    $0 + $570,549 related
    Bonus
    $0 + $174,139 related
    Other
    $0 + $203,606 related
    Deferred
    $0 + $225,368 related
    Nontaxable benefits
    $0 + $28,233 related
    Filer's total
    $0 + $1,201,895 related

  • YEVGENIY AREFIEV MD

    PHYSICIAN ESB MT

    Total calculated
    $941,121
    From this org
    $0
    From related orgs
    $908,179
    Other
    $32,942
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $490,688 related
    Bonus
    $0 + $393,695 related
    Other
    $0 + $23,796 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $32,942 related
    Filer's total
    $0 + $941,121 related

  • STEVE LOVELESS

    FORMER OFFICER

    Total calculated
    $722,059
    From this org
    $0
    From related orgs
    $703,304
    Other
    $18,755
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $90,130 related
    Other
    $0 + $613,174 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,755 related
    Filer's total
    $0 + $722,059 related

  • CHRISTOFFER SPOJA

    VP CHIEF MEDICAL OFFICER SVB

    Total calculated
    $668,350
    From this org
    $0
    From related orgs
    $523,687
    Other
    $144,663
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $356,822 related
    Bonus
    $0 + $32,438 related
    Other
    $0 + $134,427 related
    Deferred
    $0 + $113,680 related
    Nontaxable benefits
    $0 + $30,983 related
    Filer's total
    $0 + $668,350 related

  • MICHAEL BUSH MD

    FORMER KEY EMPLOYEE

    Total calculated
    $573,207
    From this org
    $0
    From related orgs
    $437,176
    Other
    $136,031
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,321 related
    Bonus
    $0 + $81,131 related
    Other
    $0 + $52,724 related
    Deferred
    $0 + $113,174 related
    Nontaxable benefits
    $0 + $22,857 related
    Filer's total
    $0 + $573,207 related

  • FRANK LAMM MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $542,105
    From this org
    $0
    From related orgs
    $490,703
    Other
    $51,402
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $482,640 related
    Bonus
    $0
    Other
    $0 + $8,063 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $33,102 related
    Filer's total
    $0 + $542,105 related

  • TRENT MIHALICK MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $541,533
    From this org
    $0
    From related orgs
    $493,355
    Other
    $48,178
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $484,805 related
    Bonus
    $0
    Other
    $0 + $8,550 related
    Deferred
    $0 + $15,400 related
    Nontaxable benefits
    $0 + $32,778 related
    Filer's total
    $0 + $541,533 related

  • SHELDON NELSON MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $529,324
    From this org
    $0
    From related orgs
    $482,658
    Other
    $46,666
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,834 related
    Bonus
    $0 + $166,628 related
    Other
    $0 + $2,196 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $28,366 related
    Filer's total
    $0 + $529,324 related

  • RONALD SNYDER MD

    PHYSICIAN

    Total calculated
    $520,180
    From this org
    $470,040
    From related orgs
    $0
    Other
    $50,140
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $441,892
    Bonus
    $22,000
    Other
    $6,148
    Deferred
    $18,300
    Nontaxable benefits
    $31,840
    Filer's total
    $520,180

  • RICHARD LAMMERS MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $519,588
    From this org
    $0
    From related orgs
    $470,227
    Other
    $49,361
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $401,818 related
    Bonus
    $0 + $67,159 related
    Other
    $0 + $1,250 related
    Deferred
    $0 + $16,024 related
    Nontaxable benefits
    $0 + $33,337 related
    Filer's total
    $0 + $519,588 related

  • MICHAEL SKEHAN

    FORMER OFFICER

    Total calculated
    $512,061
    From this org
    $0
    From related orgs
    $434,952
    Other
    $77,109
    Hours/week
    0 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,254 related
    Bonus
    $0 + $107,589 related
    Other
    $0 + $59,109 related
    Deferred
    $0 + $62,867 related
    Nontaxable benefits
    $0 + $14,242 related
    Filer's total
    $0 + $512,061 related

  • KRIKOR JANSEZIAN

    VP CHIEF OPERATING OFFICER 1/1-11/1/22

    Total calculated
    $503,041
    From this org
    $0
    From related orgs
    $410,848
    Other
    $92,193
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $347,246 related
    Bonus
    $0 + $61,135 related
    Other
    $0 + $2,467 related
    Deferred
    $0 + $62,760 related
    Nontaxable benefits
    $0 + $29,433 related
    Filer's total
    $0 + $503,041 related

  • JAMES RITCHEY

    FORMER KEY EMPLOYEE

    Total calculated
    $500,396
    From this org
    $0
    From related orgs
    $384,285
    Other
    $116,111
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $288,560 related
    Bonus
    $0 + $57,646 related
    Other
    $0 + $38,079 related
    Deferred
    $0 + $87,911 related
    Nontaxable benefits
    $0 + $28,200 related
    Filer's total
    $0 + $500,396 related

  • PAMELA PALAGI

    VP FINANCE REGION MT

    Total calculated
    $496,038
    From this org
    $0
    From related orgs
    $400,190
    Other
    $95,848
    Hours/week
    36 + 14 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,369 related
    Bonus
    $0 + $66,784 related
    Other
    $0 + $30,037 related
    Deferred
    $0 + $85,767 related
    Nontaxable benefits
    $0 + $10,081 related
    Filer's total
    $0 + $496,038 related

  • DANIEL LEWIS MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $480,385
    From this org
    $0
    From related orgs
    $433,668
    Other
    $46,717
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $386,592 related
    Bonus
    $0 + $42,151 related
    Other
    $0 + $4,925 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $28,417 related
    Filer's total
    $0 + $480,385 related

  • EDWIN RODRIGUEZ MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $463,250
    From this org
    $0
    From related orgs
    $425,704
    Other
    $37,546
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,450 related
    Bonus
    $0 + $85,963 related
    Other
    $0 + $4,291 related
    Deferred
    $0 + $9,344 related
    Nontaxable benefits
    $0 + $28,202 related
    Filer's total
    $0 + $463,250 related

  • MARJORIE TEVLIN MD

    PHYSICIAN

    Total calculated
    $457,352
    From this org
    $411,598
    From related orgs
    $0
    Other
    $45,754
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $385,650
    Bonus
    $20,000
    Other
    $5,948
    Deferred
    $16,664
    Nontaxable benefits
    $29,090
    Filer's total
    $457,352

  • BENJAMIN BEASLEY MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $454,534
    From this org
    $0
    From related orgs
    $409,339
    Other
    $45,195
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,309 related
    Bonus
    $0 + $113,981 related
    Other
    $0 + $2,049 related
    Deferred
    $0 + $16,670 related
    Nontaxable benefits
    $0 + $28,525 related
    Filer's total
    $0 + $454,534 related

  • EDEN JONES MD

    PHYSICIAN

    Total calculated
    $449,147
    From this org
    $418,280
    From related orgs
    $0
    Other
    $30,867
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $373,335
    Bonus
    $20,000
    Other
    $24,945
    Deferred
    $18,300
    Nontaxable benefits
    $12,567
    Filer's total
    $449,147

  • MICHAEL HAMILTON

    VP STRATEGY & BUS DEVELOPMENT SVB 1/1-7/28/22

    Total calculated
    $427,553
    From this org
    $0
    From related orgs
    $367,980
    Other
    $59,573
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $157,318 related
    Bonus
    $0 + $54,602 related
    Other
    $0 + $156,060 related
    Deferred
    $0 + $34,233 related
    Nontaxable benefits
    $0 + $25,340 related
    Filer's total
    $0 + $427,553 related

  • JAMES RICHARDS MD

    PHYSICIAN

    Total calculated
    $368,510
    From this org
    $0
    From related orgs
    $327,305
    Other
    $41,205
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $317,478 related
    Bonus
    $0 + $6,451 related
    Other
    $0 + $3,376 related
    Deferred
    $0 + $18,300 related
    Nontaxable benefits
    $0 + $22,905 related
    Filer's total
    $0 + $368,510 related

  • TRACY NEARY

    VP MISSION INTEGRATION REGION MT

    Total calculated
    $336,525
    From this org
    $0
    From related orgs
    $256,523
    Other
    $80,002
    Hours/week
    36 + 14 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,912 related
    Bonus
    $0 + $46,078 related
    Other
    $0 + $15,533 related
    Deferred
    $0 + $60,682 related
    Nontaxable benefits
    $0 + $19,320 related
    Filer's total
    $0 + $336,525 related

  • SUSAN PETERSEN MD

    DIRECTOR

    Total calculated
    $312,008
    From this org
    $0
    From related orgs
    $294,535
    Other
    $17,473
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $212,288 related
    Bonus
    $0 + $80,855 related
    Other
    $0 + $1,392 related
    Deferred
    $0 + $15,610 related
    Nontaxable benefits
    $0 + $1,863 related
    Filer's total
    $0 + $312,008 related

  • JESSE LASLOVICH

    VP NETWORK DEVELOPMENT, REGION MT 1/1-5/31/22

    Total calculated
    $229,473
    From this org
    $0
    From related orgs
    $184,852
    Other
    $44,621
    Hours/week
    36 + 14 related

    Schedule J breakdown matched by us

    Base
    $0 + $106,083 related
    Bonus
    $0 + $56,226 related
    Other
    $0 + $22,543 related
    Deferred
    $0 + $31,757 related
    Nontaxable benefits
    $0 + $12,864 related
    Filer's total
    $0 + $229,473 related

  • NGUYEN-VU PHAM

    DIRECTOR

    Total calculated
    $2,500
    From this org
    $0
    From related orgs
    $2,500
    Other
    $0
    Hours/week
    1 + 3 related

  • CHRISTOPHER EDWARDS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3 + 6 related

  • KAREN FAGG

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    3 + 6 related

  • DANETTE GLEASON

    CHAIR

    Total calculated
    $0
    Hours/week
    3 + 6 related

  • SISTER EILEEN HURLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SISTER JUDITH JACKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MJ JANSSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BERNARD MCCARTHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CHARLES NOTBOHM

    SECRETARY

    Total calculated
    $0
    Hours/week
    3 + 6 related

  • COLLEEN O'LEARY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BECKY RENO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MAJEL RUSSELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CINDY SORICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MISTY STEADMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCL HEALTH). COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SCL HEALTH AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO INTERMOUNTAIN HEALTH CARE, INC.'S BOARD FOR APPROVAL OF ANY CHANGES TO COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA FOR PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY INTERMOUNTAIN HEALTH CARE, INC. AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. CONSISTENT WITH THE PAY PHILOSOPHY SET BY INTERMOUNTAIN HEALTH CARE INC.'S BOARD, THE COMMITTEE EMPHASIZES THE IMPORTANCE OF ENSURING TOTAL REMUNERATION IS REASONABLE AND APPROPRIATE WHEN REVIEWING AND MAKING RECOMMENDATIONS WITH RESPECT TO COMPENSATION PACKAGES FOR THE OFFICERS AND SENIOR MANAGEMENT. AS PART OF THE REVIEW PROCESS, INTERMOUNTAIN HEALTH CARE, INC. USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) WRITTEN EMPLOYMENT CONTRACTS 5) COMPENSATION SURVEYS AND STUDIES 6) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD.
PART I, LINES 4A-B
PART I, LINE 4A SEVERANCE PAYMENTS THE ORGANIZATION AND RELATED ORGANIZATIONS PERIODICALLY INCUR SEVERANCE PAYMENTS TO FORMER EMPLOYEES. THE INDIVIDUALS AND THE AMOUNTS PAID FOR SEVERANCE IN 2022 WERE: MICHAEL HAMILTON - $106,366, STEVE LOVELESS - $557,128 PART I, LINE 4B PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A RELATED ORGANIZATION PROVIDES NONQUALIFIED DEFERRED COMPENSATION PLANS (NQDC) KNOWN AS SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) FOR EXECUTIVES (SENIOR MANAGEMENT) TO COMPENSATE FOR REGULATORY IMPOSED LIMITATIONS IN QUALIFIED RETIREMENT PLANS AND TO PROVIDE A BENEFIT CONSISTENT WITH OTHER NOT FOR PROFIT HEALTH SYSTEMS. THESE PLANS ENABLE THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR THAT THEY PARTICIPATE. IN 2014, IN AN EFFORT TO REDUCE LONG-TERM COST AND HAVE GREATER CONTROL OVER FINANCIAL RISK, THE SERP WAS CONVERTED FROM A DEFINED BENEFIT (DB) TO A DEFINED CONTRIBUTION (DC) DESIGN. CERTAIN MEMBERS OF SENIOR MANAGEMENT WHOSE BENEFITS WERE CONVERTED FROM DB TO DC WOULD HAVE BEEN DISPROPORTIONATELY AND NEGATIVELY AFFECTED BY THE CHANGE, SO THE COMMITTEE DETERMINED IT WOULD BE APPROPRIATE TO GRANT "TRANSITION CREDITS" IN ORDER TO MITIGATE THE NEGATIVE IMPACT OF THE CHANGE ON THEIR RETIREMENT BENEFITS. THIS IS A COMMON APPROACH EMPLOYED BY OTHER ORGANIZATIONS UNDERGOING A SIMILAR TRANSITION. THE TRANSITION CREDITS VEST IN ACCORDANCE WITH THE TERMS OF THE DC SERP (I.E., AFTER THREE YEARS) AND ARE PAID TO THE EXECUTIVE UPON VESTING. NQDC SERP PLANS PRIOR TO 2014 PRIOR TO 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS 5 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN AFTER DECEMBER 31, 2013. FOR AMOUNTS CONTRIBUTED TO THE NQDC SERP PLAN PRIOR TO 2014, VESTED AMOUNTS ARE PAYABLE UPON THE END OF EMPLOYMENT. THE VESTED AMOUNTS WITHDRAWN INCLUDE AMOUNTS PREVIOUSLY TAXED TO THE RECIPIENT AND AMOUNTS TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE RECIPIENT'S W-2. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. IN 2019, THE RELATED ORGANIZATION CONSOLIDATED FOUR NON QUALIFED DEFERRED COMPENSATION PLANS INTO ONE PLAN. AS PART OF THIS EFFORT, ALL VESTED BALANCES FROM THE SERP PLANS PRIOR TO 2014 WERE PAID TO THE PARTICIPANTS IN 2020. THERE ARE NO REMAINING PARTICIPANTS IN THE LEGACY PLANS. NQDC SERP PLANS STARTING IN 2014 STARTING IN 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS ROLLING 3 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN BEFORE JANUARY 1, 2014. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. STARTING IN 2014, FOR CONTRIBUTIONS TO THE NQDC SERP PLAN, CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2022. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT. THE VESTED AMOUNTS ARE TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE RECIPIENT'S W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2022 WERE: JENNIFER ALDERFER - $72,010, PAMELA PALAGI - $27,944, MICHAEL BUSH - $46,418, MICHAEL HAMILTON - $40,307, JESSE LASLOVICH - $22,142, TRACY NEARY - $14,163, JAMES RITCHEY - $36,276, MICHAEL SKEHAN - $45,184 IN ACCORDANCE WITH THE REQUIREMENTS OF SCHEDULE J, DEFERRED COMPENSATION EARNED OVER THE VESTING PERIOD IS REPORTED IN COLUMN C AND ANY AMOUNTS VESTED/PAID FROM A DEFERRED COMPENSATION PLAN ARE REPORTED IN COLUMN B(III). THUS, THE SAME AMOUNT WOULD BE REPORTED TWICE (FIRST WHEN IT ACCRUED DURING THE VESTING PERIOD AND AGAIN WHEN IT IS VESTED/PAID). THIS RESULTS IN THE APPEARANCE OF CERTAIN EXECUTIVES RECEIVING MORE THAN THEY ARE ACTUALLY PAID FROM THE DEFERRED COMPENSATION PLANS. COLUMN F IS INTENDED TO RECONCILE THIS DUPLICATION (BY REPORTING AMOUNTS INCLUDED IN COLUMN B(III) THAT HAD BEEN REPORTED AS DEFERRED COMPENSATION ON A SCHEDULE J FOR A PREVIOUS YEAR). HOWEVER, THE SIGNIFICANCE OF THE AMOUNTS LISTED IN COLUMN F IS OFTEN OVERLOOKED AND GIVEN THE COMPLEXITY OF THE SCHEDULE J REPORTING REQUIREMENTS, THE AMOUNTS SHOWN ARE EASILY MISUNDERSTOOD. TO DETERMINE TOTAL AMOUNT EARNED (RATHER THAN THE AMOUNT VESTED/PAID OUT) DURING THE YEAR, SUBTRACT THE AMOUNT IN COLUMN F FROM COLUMN E.
PART I, LINE 7
THE AT-RISK COMPENSATION (ARC) PLAN WAS ESTABLISHED TO ENABLE SCL HEALTH TO ATTRACT AND ENGAGE QUALIFIED LEADERS AND TO PROVIDE SUCH LEADERS WITH AN ADDITIONAL PERFORMANCE COMPENSATION OPPORTUNITY TO PROMOTE AND FURTHER ITS CHARITABLE MISSION AND STRATEGIC IMPERATIVES. THE PLAN OPERATES ON A CALENDAR-YEAR BASIS AND AWARD OPPORTUNITIES ARE A PERCENTAGE OF LEADERS' BASE PAY AS DETERMINED BY THEIR MANAGEMENT LEVEL AT SCL HEALTH. ACTUAL AWARDS WILL BE PAID OUT BASED ON ATTAINMENT OF SELECTED SCL HEALTH BOARD-APPROVED GOALS, INCLUDING EBIDA (EARNINGS BEFORE INTEREST, DEPRECIATION AND AMORTIZATION), STEWARDSHIP, QUALITY, PATIENT AND ASSOCIATE SAFETY, AND PATIENT EXPERIENCE AND FULFILLMENT OF OUR MISSION. AWARDS ARE BASED ON THE BOARD'S DETERMINATION ON HOW WELL THE HEALTH CARE SYSTEM PERFORMS RELATIVE TO THE PLAN'S STATED PERFORMANCE STANDARDS AND THE WEIGHT GIVEN TO EACH OF THE PERFORMANCE MEASURES AS DEFINED FOR THAT PLAN YEAR. THE AT RISK COMPENSATION PLAN SHALL BE INTERPRETED, APPLIED AND ADMINISTERED AT ALL TIMES IN ACCORDANCE WITH CODE SECTION 409A AND GUIDANCE ISSUED THEREUNDER. THE HEALTH CARE SYSTEM RESERVES THE RIGHT TO AMEND OR TERMINATE THIS PLAN AT ANY TIME FOR ANY REASON.
ADDITIONAL OFFICER AND BOARD DISCLOSURES
ON APRIL 1, 2022, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFLIATED WITH INTERMOUNTAIN HEALTH CARE, INC., CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, WYOMING, AND KANSAS. THE ORGANIZATION EMPLOYS NEARLY 60,000 CAREGIVERS, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA. INTERMOUNTAIN HEALTH CARE, INC. AND RELATED TAX-EXEMPT ORGANIZATIONS ADHERE TO GOVERNANCE EXCELLENCE STANDARDS INCLUDING ACCOUNTABILITY. IN KEEPING WITH INTERMOUNTAIN HEALTH CARE, INC.'S CORE VALUE OF STEWARDSHIP, INTERMOUNTAIN HEALTH CARE, INC.'S BOARD COMPENSATION COMMITTEE (COMMITTEE) HAS RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION ADVISOR. THE COMPENSATION ADVISOR IS RESPONSIBLE FOR ADVISING THE COMMITTEE ON ALL MATTERS RELATING TO EXECUTIVE COMPENSATION INCLUDING SUPPORTING THE COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. THE SISTERS WHO SERVE AS OFFICERS AND/OR BOARD MEMBERS ARE MEMBERS OF THE SISTERS OF CHARITY OF LEAVENWORTH (A RELIGIOUS ORDER OF WOMEN). THE SISTERS HAVE TAKEN VOWS OF POVERTY AND RECEIVE NO COMPENSATION, EXPENSE ACCOUNT ALLOWANCE, OR CONTRIBUTIONS TO BENEFIT PLANS FOR THEIR SERVICES TO THE HEALTH CARE SYSTEM. HOWEVER, A PAYMENT IS MADE DIRECTLY TO THE SISTERS OF CHARITY OF LEAVENWORTH FOR THE SERVICES OF THOSE WHO PERFORM PROFESSIONAL, ADMINISTRATIVE, AND OTHER SUCH SERVICES.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202303049349301530

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.