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Nonprofiteer
← CATHOLIC HEALTH INITIATIVES-IOWA CORP

Form 990 for tax year 2022

Filed by CATHOLIC HEALTH INITIATIVES-IOWA CORP.

Totals

Total revenue
$896,595,007
Total expenses
$962,072,046
Contributions and grants received
$8,004,730
Grants paid
$17,309,377
Program services expenses (Part IX)
$849,174,898
Management and general expenses
$112,897,148
Fundraising expenses
$0
Program service expenses (Part III)
$849,174,898

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT RITZ

    DIRECTOR; CEO MERCY HEALTH NETWORK

    Total calculated
    $1,988,162
    From this org
    $0
    From related orgs
    $1,923,691
    Other
    $64,471
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,340,299 related
    Bonus
    $0 + $433,955 related
    Other
    $0 + $149,437 related
    Deferred
    $0 + $27,617 related
    Nontaxable benefits
    $0 + $36,854 related
    Filer's total
    $0 + $1,988,162 related

  • MICHAEL WEGNER

    DIRECTOR; PRES MERCYONE CENTRAL IA

    Total calculated
    $1,329,473
    From this org
    $734,589
    From related orgs
    $553,015
    Other
    $41,869
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $603,418 + $337,641 related
    Bonus
    $122,925 + $200,793 related
    Other
    $8,246 + $14,581 related
    Deferred
    $17,925
    Nontaxable benefits
    $20,243 + $3,701 related
    Filer's total
    $772,757 + $556,716 related

  • KARL KEELER

    FORMER OFFICER

    Total calculated
    $1,192,716
    From this org
    $1,166,358
    From related orgs
    $0
    Other
    $26,358
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $166,582
    Bonus
    $88,530
    Other
    $911,246
    Deferred
    $16,978
    Nontaxable benefits
    $9,380
    Filer's total
    $1,192,716

  • DAVID HOCKMUTH MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $1,168,540
    From this org
    $733,754
    From related orgs
    $389,032
    Other
    $45,754
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $726,764 + $385,324 related
    Bonus
    $0
    Other
    $6,990 + $3,708 related
    Deferred
    $17,488
    Nontaxable benefits
    $24,392 + $3,874 related
    Filer's total
    $775,634 + $392,906 related

  • MARK TANNENBAUM MD

    CARDIOLOGIST

    Total calculated
    $1,061,215
    From this org
    $641,243
    From related orgs
    $369,278
    Other
    $50,694
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $548,531 + $288,100 related
    Bonus
    $85,722 + $77,470 related
    Other
    $6,990 + $3,708 related
    Deferred
    $17,750
    Nontaxable benefits
    $28,117 + $4,827 related
    Filer's total
    $687,110 + $374,105 related

  • HIJINIO CARREON

    COO, MERCYONE CENTRAL IA

    Total calculated
    $978,960
    From this org
    $548,147
    From related orgs
    $380,363
    Other
    $50,450
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $465,140 + $260,359 related
    Bonus
    $76,284 + $111,253 related
    Other
    $6,723 + $8,751 related
    Deferred
    $17,837
    Nontaxable benefits
    $28,098 + $4,515 related
    Filer's total
    $594,082 + $384,878 related

  • AARON FROM MD

    CARDIOLOGIST

    Total calculated
    $961,406
    From this org
    $593,815
    From related orgs
    $323,844
    Other
    $43,747
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $507,254 + $245,923 related
    Bonus
    $85,722 + $77,470 related
    Other
    $839 + $451 related
    Deferred
    $17,750
    Nontaxable benefits
    $22,908 + $3,089 related
    Filer's total
    $634,473 + $326,933 related

  • BART JENSON MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $885,529
    From this org
    $540,075
    From related orgs
    $301,707
    Other
    $43,747
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $450,713 + $232,296 related
    Bonus
    $85,722 + $67,477 related
    Other
    $3,640 + $1,934 related
    Deferred
    $17,750
    Nontaxable benefits
    $22,908 + $3,089 related
    Filer's total
    $580,733 + $304,796 related

  • ATUL CHAWLA MD

    CARDIOLOGIST

    Total calculated
    $882,774
    From this org
    $480,755
    From related orgs
    $359,280
    Other
    $42,739
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $392,656 + $280,095 related
    Bonus
    $85,722 + $77,470 related
    Other
    $2,377 + $1,715 related
    Deferred
    $16,473
    Nontaxable benefits
    $23,084 + $3,182 related
    Filer's total
    $520,312 + $362,462 related

  • MICHAEL FRAIZER MD

    DIRECTOR; CARDIOLOGIST

    Total calculated
    $762,527
    From this org
    $447,404
    From related orgs
    $268,407
    Other
    $46,716
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $360,404 + $190,253 related
    Bonus
    $85,722 + $77,470 related
    Other
    $1,278 + $684 related
    Deferred
    $17,750
    Nontaxable benefits
    $24,849 + $4,117 related
    Filer's total
    $490,003 + $272,524 related

  • NEIL HORNING MD

    DIRECTOR;PULMONOLOGIST CRITICAL CARE

    Total calculated
    $756,656
    From this org
    $0
    From related orgs
    $713,268
    Other
    $43,388
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $709,641 related
    Bonus
    $0
    Other
    $0 + $3,627 related
    Deferred
    $0 + $17,122 related
    Nontaxable benefits
    $0 + $26,266 related
    Filer's total
    $0 + $756,656 related

  • RANDALL RUBIN

    SVP, CFO MERCYONE CENTRAL IA

    Total calculated
    $626,059
    From this org
    $319,558
    From related orgs
    $262,266
    Other
    $44,235
    Hours/week
    44 + 6 related

    Schedule J breakdown matched by us

    Base
    $311,196 + $179,311 related
    Bonus
    $0 + $68,574 related
    Other
    $8,362 + $14,381 related
    Deferred
    $17,925
    Nontaxable benefits
    $23,128 + $3,182 related
    Filer's total
    $360,611 + $265,448 related

  • ERIN NETTELAND-SANDVIG MD

    DIRECTOR; PHYSICIAN FAMILY MEDICINE

    Total calculated
    $575,789
    From this org
    $0
    From related orgs
    $531,056
    Other
    $44,733
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $529,766 related
    Bonus
    $0
    Other
    $0 + $1,290 related
    Deferred
    $0 + $16,606 related
    Nontaxable benefits
    $0 + $28,127 related
    Filer's total
    $0 + $575,789 related

  • JORDAN HARROP

    FORMER KEY EMPLOYEE

    Total calculated
    $360,682
    From this org
    $335,175
    From related orgs
    $0
    Other
    $25,507
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $102,780
    Bonus
    $0
    Other
    $232,395
    Deferred
    $17,025
    Nontaxable benefits
    $8,482
    Filer's total
    $360,682

  • LINDA GOODWIN

    FORMER KEY EMPLOYEE

    Total calculated
    $157,750
    From this org
    $124,748
    From related orgs
    $0
    Other
    $33,002
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $120,209
    Bonus
    $0
    Other
    $4,539
    Deferred
    $17,193
    Nontaxable benefits
    $15,809
    Filer's total
    $157,750

  • STEPHEN NOWAK DO

    DIRECTOR; PHYSICIAN FAMILY MEDICINE

    Total calculated
    $51,510
    From this org
    $0
    From related orgs
    $51,510
    Other
    $0
    Hours/week
    1 + 19 related

  • MONICA FRIEDMAN

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • THERESA MCCONEGHEY

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GLEN HALL

    DIRECTOR; SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TERRY LILLIS

    DIRECTOR; TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EMILY ABBAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRENDA CUSHING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ERIN DRINNIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRIAN JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PATRICIA MCDERMOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TIMOTHY MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRIS NELSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MAURITA SOUKUP RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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, LINES 4A-B
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. THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2022. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JORDAN HARROP - $229,331 KARL KEELER - $907,882 PART I, LINE 4B: DURING THE 2022 CALENDAR YEAR, ROBERT RITZ WAS A PARTICIPANT IN THE COMMONSPIRIT HEALTH SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN EXECUTIVES. DUE TO THE "SUPER" VESTING RULES UNDER THIS PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS, SUCH AS AGE, OR AGE AND YEARS OF SERVICE, ARE ELIGIBLE TO RECEIVE THEIR 2022 CONTRIBUTIONS IN CASH. DURING 2022, THE FOLLOWING PAYMENT WAS MADE PURSUANT TO THE SUPER VESTING RULES AND IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: ROBERT RITZ - $127,049

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
13 May 2024
IRS schema version
2022v5.0
Source object
202421349349306417

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.