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Nonprofiteer
← CHI LISBON HEALTH

Form 990 for tax year 2023

Filed by CHI LISBON HEALTH.

Totals

Total revenue
$12,733,499
Total expenses
$13,527,424
Contributions and grants received
$57,406
Grants paid
$350
Program service revenue
$11,297,784
Investment income
$181,891
Other revenue
$1,196,418
Total assets, end of year
$22,848,586
Total liabilities, end of year
$9,734,693
Net assets or fund balances, end of year
$13,113,893
Program services expenses (Part IX)
$12,302,754
Management and general expenses
$1,224,670
Fundraising expenses
$0
Program service expenses (Part III)
$12,302,754

Program services were 90.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JULIE GOEBEL

    DIRECTOR/DIVISION SVP COO (TERM 10/23)

    Total calculated
    $1,020,400
    From this org
    $0
    From related orgs
    $964,934
    Other
    $55,466
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $515,562 related
    Bonus
    $0 + $448,209 related
    Other
    $0 + $1,163 related
    Deferred
    $0 + $19,175 related
    Nontaxable benefits
    $0 + $36,291 related
    Filer's total
    $0 + $1,020,400 related

  • DAVID JONES

    DIRECTOR/MARKET PRESIDENT, CENTRAL REGION

    Total calculated
    $514,309
    From this org
    $0
    From related orgs
    $460,692
    Other
    $53,617
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,052 related
    Bonus
    $0 + $156,175 related
    Other
    $0 + $1,465 related
    Deferred
    $0 + $19,175 related
    Nontaxable benefits
    $0 + $34,442 related
    Filer's total
    $0 + $514,309 related

  • TIM SCHNACK

    MARKET CFO

    Total calculated
    $417,768
    From this org
    $0
    From related orgs
    $369,715
    Other
    $48,053
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,959 related
    Bonus
    $0 + $74,901 related
    Other
    $0 + $3,855 related
    Deferred
    $0 + $19,529 related
    Nontaxable benefits
    $0 + $28,524 related
    Filer's total
    $0 + $417,768 related

  • NICK O'TOOL

    MARKET CFO (THRU 05/24)

    Total calculated
    $399,969
    From this org
    $0
    From related orgs
    $349,020
    Other
    $50,949
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,554 related
    Bonus
    $0 + $96,047 related
    Other
    $0 + $419 related
    Deferred
    $0 + $16,660 related
    Nontaxable benefits
    $0 + $34,289 related
    Filer's total
    $0 + $399,969 related

  • REBECCA BLEESE

    PRESIDENT

    Total calculated
    $367,805
    From this org
    $0
    From related orgs
    $343,425
    Other
    $24,380
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,193 related
    Bonus
    $0 + $117,547 related
    Other
    $0 + $11,685 related
    Deferred
    $0 + $13,784 related
    Nontaxable benefits
    $0 + $10,596 related
    Filer's total
    $0 + $367,805 related

  • CHRISTINA HARMON MD

    PHYSICIAN

    Total calculated
    $352,023
    From this org
    $278,824
    From related orgs
    $44,225
    Other
    $28,974
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $269,815 + $44,225 related
    Bonus
    $0
    Other
    $9,009
    Deferred
    $0 + $17,859 related
    Nontaxable benefits
    $2,846 + $8,269 related
    Filer's total
    $281,670 + $70,353 related

  • JULIE MALLETT

    FORMER OFFICER

    Total calculated
    $280,616
    From this org
    $0
    From related orgs
    $273,797
    Other
    $6,819
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $59,144 related
    Bonus
    $0 + $57,947 related
    Other
    $0 + $156,706 related
    Deferred
    $0 + $6,352 related
    Nontaxable benefits
    $0 + $467 related
    Filer's total
    $0 + $280,616 related

  • JAMES PANTEL

    PA ER

    Total calculated
    $276,099
    From this org
    $252,336
    From related orgs
    $0
    Other
    $23,763
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,115
    Bonus
    $0
    Other
    $12,221
    Deferred
    $2,962
    Nontaxable benefits
    $20,801
    Filer's total
    $276,099

  • AMBER STOWMAN

    FORMER OFFICER

    Total calculated
    $265,888
    From this org
    $0
    From related orgs
    $221,301
    Other
    $44,587
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,050 related
    Bonus
    $0 + $25,800 related
    Other
    $0 + $451 related
    Deferred
    $0 + $14,252 related
    Nontaxable benefits
    $0 + $30,335 related
    Filer's total
    $0 + $265,888 related

  • JILL MCRITCHIE

    MANAGER PHARMACY

    Total calculated
    $210,649
    From this org
    $173,480
    From related orgs
    $0
    Other
    $37,169
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,860
    Bonus
    $21,211
    Other
    $1,409
    Deferred
    $10,371
    Nontaxable benefits
    $26,798
    Filer's total
    $210,649

  • BETH SMITH

    FORMER OFFICER/MANAGER FINANCE

    Total calculated
    $199,476
    From this org
    $0
    From related orgs
    $158,338
    Other
    $41,138
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $126,334 related
    Bonus
    $0 + $31,251 related
    Other
    $0 + $753 related
    Deferred
    $0 + $9,253 related
    Nontaxable benefits
    $0 + $31,885 related
    Filer's total
    $0 + $199,476 related

  • TAMMY COX

    REGISTERED NURSE

    Total calculated
    $159,230
    From this org
    $118,254
    From related orgs
    $5,406
    Other
    $35,570
    Hours/week
    37 + 3 related

    Schedule J breakdown matched by us

    Base
    $108,648 + $5,406 related
    Bonus
    $800
    Other
    $8,806
    Deferred
    $0 + $6,471 related
    Nontaxable benefits
    $7,475 + $21,624 related
    Filer's total
    $125,729 + $33,501 related

  • CARLA MORRISON

    REGISTERED NURSE

    Total calculated
    $145,473
    From this org
    $120,505
    From related orgs
    $20,388
    Other
    $4,580
    Hours/week
    35 + 5 related

  • SISTER SARA BELISLE

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JASON ENGER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RYAN ZERFACE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

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

  • 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 3
DURING THE CALENDAR YEAR 2023, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART 1, LINE 4A
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2023 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III): JULIE MALLETT, $156,394 AND CARLA MORRISON, $80,258.
PART 1, LINE 4B
DURING THE 2023 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2023 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. INCLUDE IF APPLICABLE: DURING 2023, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: REBECCA LYNN BLEESE, $9,808.
SCHEDULE J, PART II
LISBON AREA HEALTH SERVICES FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2023.

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.

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.

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
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202541339349307699

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