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Nonprofiteer
← MERITER HEALTH SERVICES INC

Form 990 for tax year 2024

Filed by MERITER HEALTH SERVICES INC.

Totals

Total revenue
$4,266,412
Total expenses
$4,682,008
Contributions and grants received
$0
Grants paid
$434,676
Program services expenses (Part IX)
$1,694,657
Management and general expenses
$2,987,351
Fundraising expenses
$0
Program service expenses (Part III)
$1,694,657

Program services were 36.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES ARNETT

    BOARD MEMBER & MARKET PRESIDENT/CEO

    Total calculated
    $707,912
    From this org
    $616,026
    From related orgs
    $0
    Other
    $91,886
    Hours/week
    15 + 45 related

    Schedule J breakdown matched by us

    Base
    $435,082
    Bonus
    $171,471
    Other
    $9,473
    Deferred
    $13,800 + $44,929 related
    Nontaxable benefits
    $33,157
    Filer's total
    $662,983 + $44,929 related

  • JOHN ASHLEY

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RUKMINI BANERJEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ALISON CRAIG-SHASHKO MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RONALD HENSHUE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRADLEY MANNING MD

    BOARD MEMBER (TO 8/24)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NEWRHEE KIM MD

    BD MEM(TO 6/24)/BD CHAIR(FR 6/24)

    Total calculated
    $12,500
    From this org
    $6,250
    From related orgs
    $6,250
    Other
    $0
    Hours/week
    3 + 3 related

  • MARGARET NOREUIL RN PHD

    BOARD MEMBER

    Total calculated
    $14,500
    From this org
    $0
    From related orgs
    $14,500
    Other
    $0
    Hours/week
    1 + 1 related

  • PAT SETJI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DOUG STRUB

    BOARD CHR(TO 6/24)/PAST CHR(FR 6/24)

    Total calculated
    $12,500
    From this org
    $6,250
    From related orgs
    $6,250
    Other
    $0
    Hours/week
    3 + 3 related

  • MARY THOMPSON MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHERYL WITTKE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JASON YELK DO TO 224

    BOARD MEMBER

    Total calculated
    $403,569
    From this org
    $0
    From related orgs
    $347,047
    Other
    $56,522
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $323,443 related
    Bonus
    $0 + $22,500 related
    Other
    $0 + $1,104 related
    Deferred
    $0 + $17,250 related
    Nontaxable benefits
    $0 + $39,272 related
    Filer's total
    $0 + $403,569 related

  • BETH ERDMAN

    MARKET CFO/TREASURER

    Total calculated
    $559,430
    From this org
    $506,881
    From related orgs
    $0
    Other
    $52,549
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $330,770
    Bonus
    $168,571
    Other
    $7,540
    Deferred
    $13,800
    Nontaxable benefits
    $38,749
    Filer's total
    $559,430

  • PAM WETZEL MD

    MARKET CMO/ASSISTANT SECRETARY

    Total calculated
    $665,360
    From this org
    $627,345
    From related orgs
    $0
    Other
    $38,015
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $451,528
    Bonus
    $160,864
    Other
    $14,953
    Deferred
    $13,800
    Nontaxable benefits
    $24,215
    Filer's total
    $665,360

  • SHERRY CASALI

    MARKET CHIEF NURSING OFFICER

    Total calculated
    $512,494
    From this org
    $448,831
    From related orgs
    $0
    Other
    $63,663
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $286,363
    Bonus
    $151,417
    Other
    $11,051
    Deferred
    $13,800 + $35,168 related
    Nontaxable benefits
    $14,695
    Filer's total
    $477,326 + $35,168 related

  • SHANA WUEBBEN

    MARKET VP HR/SECRETARY

    Total calculated
    $374,134
    From this org
    $325,041
    From related orgs
    $0
    Other
    $49,093
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $234,838
    Bonus
    $84,845
    Other
    $5,358
    Deferred
    $13,029
    Nontaxable benefits
    $36,064
    Filer's total
    $374,134

  • CHRISTINA JACKSON

    MARKET COO

    Total calculated
    $417,248
    From this org
    $368,620
    From related orgs
    $0
    Other
    $48,628
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $264,078
    Bonus
    $94,014
    Other
    $10,528
    Deferred
    $13,800
    Nontaxable benefits
    $34,828
    Filer's total
    $417,248

  • SUE ERICKSON TO 622

    FORMER CEO UPH-MERITER

    Total calculated
    $402,174
    From this org
    $0
    From related orgs
    $390,202
    Other
    $11,972
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $33,328 related
    Bonus
    $0 + $248,958 related
    Other
    $0 + $107,916 related
    Deferred
    $0 + $9,684 related
    Nontaxable benefits
    $0 + $2,288 related
    Filer's total
    $0 + $402,174 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4B
NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JAMES ARNETT $ 44,929 & SHERRY CASALI $ 35,168. NONQUALIFIED RETIREMENT PLAN DISTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED PAYMENTS FROM A SUPPLEMENTAL NON-QUALIFIED PLAN: SUE ERICKSON $ 106,853. PAYOUTS ARE MADE WITH VESTED FUNDS, AS ESTABLISHED BY PLAN DOCUMENTS.
SCHEDULE J, PART I, LINE 3 - ESTABLISHING COMPENSATION
THE EXECUTIVE COMMITTEE OF THE IOWA HEALTH SYSTEM BOARD OF DIRECTORS ("COMMITTEE") CONDUCTS A COMPREHENSIVE REVIEW OF ALL COMPENSATION AND BENEFITS PROVIDED TO THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES, INCLUDING THE IHS CHIEF EXECUTIVE OFFICER (THE "CEO"). THIS REVIEW COMPARES THE TOTAL COMPENSATION AND VALUE OF BENEFITS PROVIDED TO EACH EXECUTIVE, ON A POSITION BY POSITION BASIS, TO THAT PROVIDED TO FUNCTIONALLY SIMILAR POSITIONS IN SIMILARLY SITUATED ORGANIZATIONS. THIS REVIEW IS CONDUCTED BY THE COMMITTEE WITH THE ASSISTANCE OF A NATIONAL, INDEPENDENT COMPENSATION CONSULTANT REPORTING DIRECTLY TO THE COMMITTEE. THE COMMITTEE HAS BEEN DELEGATED THE RESPONSIBILITY FOR OVERSIGHT OF EXECUTIVE COMPENSATION AND IS MADE UP ENTIRELY OF INDEPENDENT DIRECTORS WITHIN THE MEANING OF THE "REBUTTABLE PRESUMPTION OF REASONABLENESS" UNDER THE FEDERAL INCOME TAX INTERMEDIATE SANCTIONS RULES. THE COMPENSATION CONSULTANT HOLDS ITSELF OUT TO THE PUBLIC AS A COMPENSATION CONSULTANT, PERFORMS THESE VALUATIONS ON A REGULAR BASIS, IS QUALIFIED TO MAKE THE VALUATIONS OF THE SERVICES INVOLVED, AND HAS SO INDICATED IN A WRITTEN CERTIFICATION TO THE COMMITTEE. BASED UPON THE ADVICE OF THE COMPENSATION CONSULTANT, AND APPLYING THE BOARD'S COMPENSATION PHILOSOPHY, THE COMMITTEE ESTABLISHES THE OVERALL ADJUSTMENT IN COMPENSATION AND BENEFITS FOR THE TOP EXECUTIVES IN THE ENTIRE HEALTH SYSTEM (SEVERAL OF WHICH ARE EMPLOYEES OF THE FILING ORGANIZATION) AND DELEGATES TO THE CEO THE AUTHORITY TO MAKE ADJUSTMENTS, CONSISTENT WITH THE COMMITTEE'S DIRECTION, FOR THE OTHER EXECUTIVES. THE COMMITTEE DETERMINES ALL ASPECTS OF THE COMPENSATION AND BENEFITS OF THE CEO. THE COMMITTEE INTENTIONALLY TAKES ALL THE STEPS NECESSARY TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE FEDERAL INCOME TAX LAW INTERMEDIATE SANCTIONS RULES, INCLUDING CONTEMPORANEOUS SUBSTANTIATION OF ALL COMMITTEE MEETINGS AND ACTIONS. THE ORGANIZATION BELIEVES IT IS IN FULL COMPLIANCE WITH SECTION 4958 OF THE IRC, PROVIDES NO MORE THAN REASONABLE AND FAIR MARKET VALUE COMPENSATION AND BENEFITS FOR ITS EMPLOYEES AND DOES NOT PROVIDE ANY EXCESS COMPENSATION OR BENEFITS AS PROHIBITED BY SECTION 4958.

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
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202533179349312453

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.