Skip to content
Nonprofiteer
← HEALTHCARE AND WELLNESS FOUNDATION

Form 990 for tax year 2022

Filed by HEALTHCARE AND WELLNESS FOUNDATION.

Totals

Total revenue
$51,864
Total expenses
$15,188
Contributions and grants received
$27,322
Grants paid
$9,784
Program service revenue
$0
Investment income
$24,542
Other revenue
$0
Total assets, end of year
$1,443,874
Total liabilities, end of year
$81,801
Net assets or fund balances, end of year
$1,362,073
Program services expenses (Part IX)
$10,069
Management and general expenses
$731
Fundraising expenses
$4,388
Program service expenses (Part III)
$10,069

Program services were 66.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRENT SCHMIDT

    FORMER OFFICER

    Total calculated
    $457,615
    From this org
    $0
    From related orgs
    $431,851
    Other
    $25,764
    Hours/week
    0 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,822 related
    Bonus
    $0
    Other
    $0 + $263,029 related
    Deferred
    $0 + $16,913 related
    Nontaxable benefits
    $0 + $8,851 related
    Filer's total
    $0 + $457,615 related

  • DAVID NELSON

    PRESIDENT/CEO

    Total calculated
    $381,797
    From this org
    $0
    From related orgs
    $341,448
    Other
    $40,349
    Hours/week
    5 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $260,005 related
    Bonus
    $0 + $63,918 related
    Other
    $0 + $17,525 related
    Deferred
    $0 + $17,750 related
    Nontaxable benefits
    $0 + $22,599 related
    Filer's total
    $0 + $381,797 related

  • NICK OTOOL NICK

    DIV VP FINANCE

    Total calculated
    $304,710
    From this org
    $0
    From related orgs
    $257,678
    Other
    $47,032
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,354 related
    Bonus
    $0 + $49,872 related
    Other
    $0 + $452 related
    Deferred
    $0 + $16,380 related
    Nontaxable benefits
    $0 + $30,652 related
    Filer's total
    $0 + $304,710 related

  • AMBER STOWMAN

    TREASURER, DIV VP OPERATIONAL FINANCE (PARTIAL YEA

    Total calculated
    $262,100
    From this org
    $0
    From related orgs
    $219,871
    Other
    $42,229
    Hours/week
    4 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,807 related
    Bonus
    $0 + $38,497 related
    Other
    $0 + $567 related
    Deferred
    $0 + $13,507 related
    Nontaxable benefits
    $0 + $28,722 related
    Filer's total
    $0 + $262,100 related

  • JULIE VREELAND

    FOUNDATION DIRECTOR

    Total calculated
    $114,389
    From this org
    $0
    From related orgs
    $98,481
    Other
    $15,908
    Hours/week
    40

  • CARISSA JOST

    SECRETARY/ADMINISTRATIVE ASSISTANT

    Total calculated
    $42,402
    From this org
    $0
    From related orgs
    $30,041
    Other
    $12,361
    Hours/week
    1 + 40 related

  • MARY JACKLITCH

    BOARD MEMBER

    Total calculated
    $1,743
    From this org
    $0
    From related orgs
    $25
    Other
    $1,718
    Hours/week
    5 + 3 related

  • MARY ANN CONRAD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • GLORIA DOHMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5 + 4 related

  • MARY MAUCH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • TERRI TSCHAKERT

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • HEATHER WEBER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LISA KUNKEL

    BOARD MEMBER

    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 2022, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH USED COMPENSATION SURVEY OR STUDY TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION.
SCHEDULE J, PART I, 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 2022 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): BRENT SCHMIDT, $260,857.
SCHEDULE J, PART I, LINE 4B
DURING THE 2022 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 2022 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. DURING 2022, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: DAVID A. NELSON, $10,106.
SCHEDULE J, PART II
HEALTHCARE AND WELLNESS FOUNDATION 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 2022.

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

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
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202421309349304772

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.