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Nonprofiteer
← SSM HEALTH CARE OF WISCONSIN INC

Form 990 for tax year 2022

Filed by SSM HEALTH CARE OF WISCONSIN INC.

Totals

Total revenue
$721,493,110
Total expenses
$649,028,099
Contributions and grants received
$3,756,652
Grants paid
$540,827
Program service revenue
$775,046,894
Investment income
-$81,816,161
Other revenue
$24,505,725
Total assets, end of year
$1,143,030,818
Total liabilities, end of year
$340,934,021
Net assets or fund balances, end of year
$802,096,797
Program services expenses (Part IX)
$544,804,408
Management and general expenses
$104,223,691
Fundraising expenses
$0
Program service expenses (Part III)
$544,804,408

Program services were 83.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Mark Covaleski

    Director, Vice Chairperson

    Total calculated
    $0
    Hours/week
    1

  • Matt Hanley MD

    Pt Yr Director, Chair, Interim Regional President - Wisconsin

    Total calculated
    $1,183,446
    From this org
    $0
    From related orgs
    $1,162,974
    Other
    $20,472
    Hours/week
    40 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,940 related
    Bonus
    $0 + $954,328 related
    Other
    $0 + $706 related
    Deferred
    $0 + $11,163 related
    Nontaxable benefits
    $0 + $9,308 related
    Filer's total
    $0 + $1,183,446 related

  • Sue Anderson

    Director, Chair, Regional President - WI

    Total calculated
    $1,119,004
    From this org
    $721,772
    From related orgs
    $0
    Other
    $397,232
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $619,602
    Bonus
    $75,000
    Other
    $27,170
    Deferred
    $382,472
    Nontaxable benefits
    $14,760
    Filer's total
    $1,119,004

  • Dr Ted Miller

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jamie Fuller

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jason Isenberg MD

    Pt Yr Director, Physician at Dean Medical Group

    Total calculated
    $546,710
    From this org
    $0
    From related orgs
    $486,535
    Other
    $60,175
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $484,377 related
    Bonus
    $0
    Other
    $0 + $2,158 related
    Deferred
    $0 + $17,875 related
    Nontaxable benefits
    $0 + $42,300 related
    Filer's total
    $0 + $546,710 related

  • Jennifer Maskel MD

    Director, Physician at Dean Medical Group

    Total calculated
    $156,490
    From this org
    $0
    From related orgs
    $141,903
    Other
    $14,587
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,372 related
    Bonus
    $0
    Other
    $0 + $531 related
    Deferred
    $0 + $11,052 related
    Nontaxable benefits
    $0 + $3,535 related
    Filer's total
    $0 + $156,490 related

  • Joan Karsten

    Director

    Total calculated
    $0
    Hours/week
    1

  • Katie Kennedy

    Director

    Total calculated
    $0
    Hours/week
    1

  • Patti Leitzen Fye

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sr Rhea Emmer

    Director

    Total calculated
    $0
    Hours/week
    1

  • Therese Pandl

    Pt Yr Director

    Total calculated
    $0
    Hours/week
    1

  • Wayne E Matzke

    Director

    Total calculated
    $0
    Hours/week
    1

  • Wesley Sparkman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Douglas Long

    Secretary, General Counsel at SSM Health

    Total calculated
    $2,040,754
    From this org
    $0
    From related orgs
    $1,354,027
    Other
    $686,727
    Hours/week
    1 + 72.2 related

    Schedule J breakdown matched by us

    Base
    $0 + $724,576 related
    Bonus
    $0 + $460,492 related
    Other
    $0 + $168,959 related
    Deferred
    $0 + $664,054 related
    Nontaxable benefits
    $0 + $22,673 related
    Filer's total
    $0 + $2,040,753 related

  • Matt Kinsella

    Regional VP Finance-Wisconsin

    Total calculated
    $770,808
    From this org
    $0
    From related orgs
    $571,367
    Other
    $199,441
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $395,809 related
    Bonus
    $0 + $165,836 related
    Other
    $0 + $9,722 related
    Deferred
    $0 + $163,175 related
    Nontaxable benefits
    $0 + $36,266 related
    Filer's total
    $0 + $770,809 related

  • Randy Combs

    Treasurer, Chief Financial Officer at SSM Health

    Total calculated
    $2,850,791
    From this org
    $0
    From related orgs
    $1,879,738
    Other
    $971,053
    Hours/week
    1 + 69 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,144,254 related
    Bonus
    $0 + $475,226 related
    Other
    $0 + $260,259 related
    Deferred
    $0 + $938,234 related
    Nontaxable benefits
    $0 + $32,819 related
    Filer's total
    $0 + $2,850,792 related

  • Steve Smoot

    Vice President, COO of SSM Health

    Total calculated
    $2,904,291
    From this org
    $0
    From related orgs
    $1,870,292
    Other
    $1,033,999
    Hours/week
    1 + 65 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,084,584 related
    Bonus
    $0 + $672,081 related
    Other
    $0 + $113,627 related
    Deferred
    $0 + $995,370 related
    Nontaxable benefits
    $0 + $38,629 related
    Filer's total
    $0 + $2,904,291 related

  • Thomas Kirschbaum

    Assistant Secretary, General Counsel - SSMWI

    Total calculated
    $825,190
    From this org
    $0
    From related orgs
    $633,784
    Other
    $191,406
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $380,139 related
    Bonus
    $0 + $103,083 related
    Other
    $0 + $150,561 related
    Deferred
    $0 + $154,976 related
    Nontaxable benefits
    $0 + $36,430 related
    Filer's total
    $0 + $825,190 related

  • Amy Franta

    Regional Chief Medical Officer

    Total calculated
    $732,632
    From this org
    $525,930
    From related orgs
    $0
    Other
    $206,702
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $420,261
    Bonus
    $104,202
    Other
    $1,467
    Deferred
    $165,522
    Nontaxable benefits
    $41,180
    Filer's total
    $732,632

  • Caren Lewis

    Reg VP-Patient Care Services/CNO

    Total calculated
    $400,510
    From this org
    $320,619
    From related orgs
    $0
    Other
    $79,891
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,189
    Bonus
    $20,000
    Other
    $142,430
    Deferred
    $67,374
    Nontaxable benefits
    $12,517
    Filer's total
    $400,510

  • Craig Sommers

    VP - Hospital Operations

    Total calculated
    $378,355
    From this org
    $280,142
    From related orgs
    $0
    Other
    $98,213
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $229,501
    Bonus
    $39,574
    Other
    $11,066
    Deferred
    $60,408
    Nontaxable benefits
    $37,805
    Filer's total
    $378,355

  • Eric Thornton

    Hospital President - St. Mary's Hospital-Janesville

    Total calculated
    $483,282
    From this org
    $342,354
    From related orgs
    $0
    Other
    $140,928
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $288,718
    Bonus
    $45,574
    Other
    $8,062
    Deferred
    $103,046
    Nontaxable benefits
    $37,882
    Filer's total
    $483,282

  • Jeff Shadick

    Regional VP - Laboratory

    Total calculated
    $372,048
    From this org
    $286,302
    From related orgs
    $0
    Other
    $85,746
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,468
    Bonus
    $35,571
    Other
    $1,263
    Deferred
    $60,141
    Nontaxable benefits
    $25,605
    Filer's total
    $372,048

  • Kimberly Spencer

    Regional VP - Pharmacy

    Total calculated
    $427,805
    From this org
    $0
    From related orgs
    $314,725
    Other
    $113,080
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $284,335 related
    Bonus
    $0 + $29,759 related
    Other
    $0 + $631 related
    Deferred
    $0 + $93,009 related
    Nontaxable benefits
    $0 + $20,071 related
    Filer's total
    $0 + $427,805 related

  • Kyle Nondorf

    Hospital President - St. Mary's Hospital-Madison

    Total calculated
    $920,457
    From this org
    $662,981
    From related orgs
    $0
    Other
    $257,476
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $506,982
    Bonus
    $142,267
    Other
    $13,732
    Deferred
    $215,272
    Nontaxable benefits
    $42,204
    Filer's total
    $920,457

  • Margo Francisco

    REGIONAL VP STRATEGY

    Total calculated
    $603,915
    From this org
    $0
    From related orgs
    $455,253
    Other
    $148,662
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $306,891 related
    Bonus
    $0 + $120,583 related
    Other
    $0 + $27,778 related
    Deferred
    $0 + $122,163 related
    Nontaxable benefits
    $0 + $26,500 related
    Filer's total
    $0 + $603,915 related

  • Mark Thompson MD

    Regional President-Medical Groups-Wisconsin

    Total calculated
    $1,143,341
    From this org
    $834,779
    From related orgs
    $0
    Other
    $308,562
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $594,071
    Bonus
    $183,917
    Other
    $56,791
    Deferred
    $265,834
    Nontaxable benefits
    $42,728
    Filer's total
    $1,143,341

  • Mo Kharbat

    Regional VP - Pharmacy

    Total calculated
    $263,263
    From this org
    $255,515
    From related orgs
    $0
    Other
    $7,748
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $63,337
    Bonus
    $39,680
    Other
    $152,498
    Deferred
    $1,712
    Nontaxable benefits
    $6,036
    Filer's total
    $263,263

  • Bradley Schmidt

    VP - Acute Care Services

    Total calculated
    $651,977
    From this org
    $506,952
    From related orgs
    $0
    Other
    $145,025
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $431,026
    Bonus
    $73,427
    Other
    $2,499
    Deferred
    $102,947
    Nontaxable benefits
    $42,078
    Filer's total
    $651,977

  • David Ottenbaker

    VP - Primary Care Services

    Total calculated
    $630,458
    From this org
    $498,937
    From related orgs
    $0
    Other
    $131,521
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $404,384
    Bonus
    $68,021
    Other
    $26,531
    Deferred
    $96,778
    Nontaxable benefits
    $34,743
    Filer's total
    $630,458

  • Deb Nyquist

    Physician

    Total calculated
    $361,533
    From this org
    $310,748
    From related orgs
    $0
    Other
    $50,785
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $296,595
    Bonus
    $10,000
    Other
    $4,153
    Deferred
    $17,158
    Nontaxable benefits
    $33,628
    Filer's total
    $361,533

  • Kansas Dubray

    Physician

    Total calculated
    $376,776
    From this org
    $344,401
    From related orgs
    $0
    Other
    $32,375
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $342,922
    Bonus
    $0
    Other
    $1,480
    Deferred
    $23,018
    Nontaxable benefits
    $9,356
    Filer's total
    $376,776

  • Larry Elfman

    Reg. Chief Medical Information Officer

    Total calculated
    $567,090
    From this org
    $448,732
    From related orgs
    $0
    Other
    $118,358
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $363,981
    Bonus
    $61,830
    Other
    $22,921
    Deferred
    $89,594
    Nontaxable benefits
    $28,764
    Filer's total
    $567,090

  • Jennifer Culotta

    Former key employee

    Total calculated
    $261,334
    From this org
    $204,288
    From related orgs
    $0
    Other
    $57,046
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,240
    Bonus
    $27,976
    Other
    $71
    Deferred
    $45,426
    Nontaxable benefits
    $11,619
    Filer's total
    $261,333

  • Kris Zimmer

    Former Officer

    Total calculated
    $135,402
    From this org
    $0
    From related orgs
    $135,402
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $135,402 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $135,402 related

  • Laura Kaiser

    Former Officer

    Total calculated
    $8,384,492
    From this org
    $0
    From related orgs
    $5,770,684
    Other
    $2,613,808
    Hours/week
    0 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,929,589 related
    Bonus
    $0 + $1,636,383 related
    Other
    $0 + $2,204,713 related
    Deferred
    $0 + $2,594,363 related
    Nontaxable benefits
    $0 + $19,444 related
    Filer's total
    $0 + $8,384,492 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, 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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
Several individuals listed on Part VII Section A received a tax indemnification/gross up payment in 2022. These payments were included in their taxable compensation.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
The organization's top management official, regional president, is compensated by a related organization that utilized the following to determine compensation: (1) independent compensation consultant; (2) compensation survey or study; (3) approval by the board or compensation committee.
Schedule J, Part I, Line 4a Severance or change-of-control payment
SSM Health has adopted a severance policy to provide a financial transition in the event of involuntary termination without cause for executive level positions. The amount of the compensation is based on the position held and length of service with SSMH. The following individuals listed in Part VII of the Form 990 received payments under the plan in the current year. MO Kharbat $123,678
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Pension Restoration Plan: SSM Health (SSMH) provides this supplemental defined benefit nonqualified retirement plan to any employee who is a participant in the SSMH qualified defined benefit plan who earns over the Internal Revenue Service compensation limit. The plan "restores" the benefits to these employees that would have been provided under the SSMH qualified plan if the regulations did not impose compensation limits. An individual can take a distribution from the plan at (1) age 65 or older if the individual is still employed by SSMH or (2) age 55 or older if the individual is no longer employed by SSMH. No individuals listed on Part VII of Form 990 received distributions from the plan in 2022. Capital Accumulation Plan: SSMH provides this supplemental nonqualified retirement plan to executive level employees. The organization contributed a percentage of the employee's base salary into their choice of a select list of investments. The deposits and earnings of the plan are owned by SSMH and are tax-deferred until a distribution is made to the employee. In addition, the plan has special safeguards in place to protect the funds from contingencies, other than insolvency. For contributions made to the plan in 2014 or after, the distribution will occur after the completion of four plan years for all executives that are still actively employed on the distribution date. Any active participant 65 years or older will receive the contribution in the current year. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DEFERRALS FROM THIS PLAN IN 2022: John Phelan $20,662 William Ehrhardt $10,398 Jennifer Maskel $2,263 Steve Smoot $240,329 Randall Combs $251,115 Douglas Long $159,815 Thomas Kirschbaum $37,509 Matt Kinsella $39,627 Eric Thornton $27,839 Kyle Nondorf $48,758 Craig Sommers $11,153 Margo Francisco $28,017 Thomas Ahr $32,228 Amy Franta $42,420 Jeff Shadick $11,743 Jennifer Culotta $8,380 Bradley Schmidt $20,672 David Ottenbaker $19,171 Larry Elfman $17,426 Kansas Dubray $5,490 Laura Kaiser $708,350 The following individuals listed on Part VII of the Form 990 received distributions from this plan in 2022. All distributions received from the plan in the current year were included in the individual's taxable compensation. Steve Smoot $111,005 Thomas Kirschbaum $107,335 Matt Kinsella $8,819 Eric Thornton $6,571 Kyle Nondorf $12,653 Craig Sommers $8,862 Margo Francisco $25,041 Thomas Ahr $24,623 Laura Kaiser $1,488,789 MO Kharbat $28,594

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SSMWI ACO LLC

    Health promotion · WI · income $0 · assets $0

    Directly controlled by SSM HEALTH CARE OF WISCONSIN INC

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
16 November 2023
IRS schema version
2022v5.0
Source object
202323199349329642

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