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Nonprofiteer
← ESSENTIA HEALTH ACO INC

Form 990 for tax year 2024

Filed by ESSENTIA HEALTH ACO INC.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Mission and programs · 2024

Mission

WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES.

  • ESSENTIA HEALTH ACO, INC. IS CREATED AND ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED AND CORRESPONDING TREASURY REGULATIONS. IN PARTICULAR, ESSENTIA HEALTH ACO, INC. SHALL ADVANCE THE PROMOTION OF HEALTH THROUGH RELATIONSHIPS WITH INDIVIDUAL AND INSTITUTIONAL HEALTH CARE PROVIDERS AND OUTSIDE PARTIES FOR THE PURPOSE OF REDUCING THE COST AND BURDENS OF GOVERNMENT AND PARTICIPATING IN "SHARED SAVINGS AND SIMILAR INNOVATIVE PROGRAMS AND CONDUCTING RELATED CHARITABLE AND EDUCATIONAL ACTIVITIES, TO INCLUDE, WITHOUT LIMITATION, PROMOTING ACCOUNTABILITY FOR THE QUALITY, COST, AND OVERALL CARE FOR PATIENT CARE POPULATIONS; MANAGING AND COORDINATING CARE FOR RECIPIENTS OF HEALTH CARE SERVICES THROUGH ESSENTIA HEALTH ACO, INC.'S ACTIVITIES; ENCOURAGING INVESTMENT IN INFRASTRUCTURE AND REDESIGNED CARE PROCESSES FOR HIGH QUALITY AND EFFICIENT SERVICE DELIVERY FOR MEDICARE BENEFICIARIES AND OTHER PATIENTS; AND ASSISTING HEALTH CARE PROVIDERS IN IMPROVING THE QUALITY AND EFFICIENCY OF HEALTH CARE SERVICES. ESSENTIA HEALTH ACO, INC. IS ORGANIZED AND WILL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF ITS SUPPORTED ORGANIZATIONS AS LISTED ON SCHEDULE A OF FORM 990.THE SUPPORTED ORGANIZATIONS OF ESSENTIA HEALTH ACO, INC. FILE SEPARATE FORM 990S. ESSENTIA HEALTH ACO, INC. DOES NOT HAVE ANY REVENUES OR EXPENSES NOT ALREADY REPORTED ON THOSE 990S.ESSENTIA HEALTH IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH SYSTEM THAT INCLUDES THIS ORGANIZATION AND ALL ENTITIES THAT ARE OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY ESSENTIA HEALTH (COLLECTIVELY, THE "SYSTEM OR "ESSENTIA HEALTH").

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Traci Morris

    TREASURER/REL ORG CHIEF FINCL OFF

    Total calculated
    $1,199,416
    From this org
    $0
    From related orgs
    $1,054,730
    Other
    $144,686
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $702,675 related
    Bonus
    $0 + $269,075 related
    Other
    $0 + $82,980 related
    Deferred
    $0 + $142,406 related
    Nontaxable benefits
    $0 + $2,280 related
    Filer's total
    $0 + $1,199,416 related

  • Krista Skorupa MD

    BOARD CHAIR/RELATED ORG PRESIDENT

    Total calculated
    $952,538
    From this org
    $0
    From related orgs
    $806,396
    Other
    $146,142
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,854 related
    Bonus
    $0 + $210,216 related
    Other
    $0 + $2,326 related
    Deferred
    $0 + $129,886 related
    Nontaxable benefits
    $0 + $16,256 related
    Filer's total
    $0 + $952,538 related

  • Robert Green

    SNR VICE PRES, FINANCIAL OPERATIONS

    Total calculated
    $933,836
    From this org
    $0
    From related orgs
    $782,582
    Other
    $151,254
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $548,932 related
    Bonus
    $0 + $222,166 related
    Other
    $0 + $11,484 related
    Deferred
    $0 + $118,444 related
    Nontaxable benefits
    $0 + $32,810 related
    Filer's total
    $0 + $933,836 related

  • Michael Watters

    SECRETARY/REL ORG CHIEF LEGAL OFF

    Total calculated
    $924,527
    From this org
    $0
    From related orgs
    $773,128
    Other
    $151,399
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,819 related
    Bonus
    $0 + $192,028 related
    Other
    $0 + $74,281 related
    Deferred
    $0 + $109,834 related
    Nontaxable benefits
    $0 + $41,565 related
    Filer's total
    $0 + $924,527 related

  • Mark Thompson MD

    BD CHAIR THRU 7/24 & REL ORG PRES

    Total calculated
    $742,423
    From this org
    $0
    From related orgs
    $702,130
    Other
    $40,293
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $417,961 related
    Bonus
    $0
    Other
    $0 + $284,169 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $40,293 related
    Filer's total
    $0 + $742,423 related

  • Cathy Cantor MD

    PRESIDENT

    Total calculated
    $724,718
    From this org
    $0
    From related orgs
    $586,694
    Other
    $138,024
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $413,922 related
    Bonus
    $0 + $169,381 related
    Other
    $0 + $3,391 related
    Deferred
    $0 + $96,859 related
    Nontaxable benefits
    $0 + $41,165 related
    Filer's total
    $0 + $724,718 related

  • Mary D Strasser

    SENIOR VP, POPULATION HEALTH

    Total calculated
    $621,699
    From this org
    $0
    From related orgs
    $504,838
    Other
    $116,861
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $354,152 related
    Bonus
    $0 + $145,171 related
    Other
    $0 + $5,515 related
    Deferred
    $0 + $86,525 related
    Nontaxable benefits
    $0 + $30,336 related
    Filer's total
    $0 + $621,699 related

  • Tanya Diegel Do

    BD DIRECTOR/REL ORG PHYS & DIV CHAIR

    Total calculated
    $610,193
    From this org
    $0
    From related orgs
    $543,585
    Other
    $66,608
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $542,631 related
    Bonus
    $0
    Other
    $0 + $954 related
    Deferred
    $0 + $26,450 related
    Nontaxable benefits
    $0 + $40,158 related
    Filer's total
    $0 + $610,193 related

  • Adam Riutta MD

    BD DIRECTOR/REL ORG ASSOCIATE CMO

    Total calculated
    $586,265
    From this org
    $0
    From related orgs
    $516,155
    Other
    $70,110
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $515,649 related
    Bonus
    $0
    Other
    $0 + $506 related
    Deferred
    $0 + $27,600 related
    Nontaxable benefits
    $0 + $42,510 related
    Filer's total
    $0 + $586,265 related

  • Michael Sterns MD

    BD DIRECTOR/RELATED ORG PHYSICIAN

    Total calculated
    $500,939
    From this org
    $0
    From related orgs
    $443,692
    Other
    $57,247
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $443,345 related
    Bonus
    $0
    Other
    $0 + $347 related
    Deferred
    $0 + $27,462 related
    Nontaxable benefits
    $0 + $29,785 related
    Filer's total
    $0 + $500,939 related

  • Sarah Nelson MD

    BD DIRECTOR/REL ORG PHYS & SEC CHAIR

    Total calculated
    $499,268
    From this org
    $0
    From related orgs
    $453,293
    Other
    $45,975
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,833 related
    Bonus
    $0
    Other
    $0 + $460 related
    Deferred
    $0 + $24,082 related
    Nontaxable benefits
    $0 + $21,893 related
    Filer's total
    $0 + $499,268 related

  • Michael Haarstad MD

    BD DIRECTOR/RELATED ORG PHYSICIAN

    Total calculated
    $493,718
    From this org
    $0
    From related orgs
    $420,442
    Other
    $73,276
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $420,005 related
    Bonus
    $0
    Other
    $0 + $437 related
    Deferred
    $0 + $32,154 related
    Nontaxable benefits
    $0 + $41,122 related
    Filer's total
    $0 + $493,718 related

  • Taylor Mertz MD

    BD DIRECTOR/REL ORG PHYS & SEC CHAIR

    Total calculated
    $443,642
    From this org
    $0
    From related orgs
    $375,862
    Other
    $67,780
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,504 related
    Bonus
    $0
    Other
    $0 + $358 related
    Deferred
    $0 + $27,307 related
    Nontaxable benefits
    $0 + $40,473 related
    Filer's total
    $0 + $443,642 related

  • Bruce Smith MD

    BD VC THRU 1/25/REL ORG PHYS & DIV CHR

    Total calculated
    $440,609
    From this org
    $0
    From related orgs
    $376,587
    Other
    $64,022
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,137 related
    Bonus
    $0
    Other
    $0 + $450 related
    Deferred
    $0 + $27,600 related
    Nontaxable benefits
    $0 + $36,422 related
    Filer's total
    $0 + $440,609 related

  • Jan Baldwin MD

    BOARD DIRECTOR/RELATED ORG PHYSICIAN

    Total calculated
    $308,234
    From this org
    $0
    From related orgs
    $258,062
    Other
    $50,172
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,218 related
    Bonus
    $0
    Other
    $0 + $1,844 related
    Deferred
    $0 + $20,737 related
    Nontaxable benefits
    $0 + $29,435 related
    Filer's total
    $0 + $308,234 related

  • Sheila Hart

    BD DIRECTOR/FMR REL ORG SVP-INT CARE DEL

    Total calculated
    $108,020
    From this org
    $0
    From related orgs
    $108,020
    Other
    $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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 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, LINE 3
METHODS USED TO ESTABLISH CEO'S COMPENSATION: ESSENTIA HEALTH, AS A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH ESSENTIA HEALTH ACO, INC.'S PRESIDENT'S COMPENSATION: A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B
SEVERANCE PAYMENT: BOARD OFFICER AND RELATED ORGANIZATION OFFICER MARK THOMPSON, MD RECEIVED PAYMENTS TOTALING $278,656 IN CALENDAR YEAR 2024 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, THOMPSON WILL RECEIVE PAY TOTALING $1,086,758 AND BENEFITS TOTALING $39,075 FROM JULY 26, 2024 TO JANUARY 31, 2026. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: ESSENTIA HEALTH'S NONQUALIFIED RETIREMENT PLAN IS OFFERED TO DESIGNATED ESSENTIA HEALTH EXECUTIVES. THERE IS A MINIMUM FOUR YEAR VESTING DATE, OR VESTING IS AUTOMATIC UPON REACHING RETIREMENT AGE, DEATH, DISABILITY OR INVOLUNTARY TERMINATION WITHOUT CAUSE. BENEFITS ARE SUBJECT TO INCOME TAXES UPON VESTING AND PAYABLE FROM ESSENTIA HEALTH'S GENERAL ASSETS. REPORTED AS OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B (III), THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A RECEIVED PAYMENT OF THE VESTED BENEFIT FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE YEAR: TRACI MORRIS $78,928 MICHAEL WATTERS $62,797 REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN C, ESSENTIA HEALTH MADE CONTRIBUTIONS, SUBJECT TO THE VESTING TERMS, DURING THE YEAR INTO THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ON BEHALF OF THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A: TRACI MORRIS $114,806 KRISTA SKORUPA, MD $91,234 ROBERT GREEN $90,844 MICHAEL WATTERS $84,801 CATHY CANTOR, MD $69,259 MARY D STRASSER $59,362

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.

  • BRIGHTSIDE SURGICAL LLC

    N/A · AMBULATORY SURGERY CENTER · ND

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ESSENTIA HEALTH INSURANCE SERVICES SPC LTD

    C · SELF INSURANCE · CJ · controlled entity

  • MID DAKOTA CLINIC INC

    C · CLINIC OPERATIONS CEASED 9/30/22 · ND · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
11 May 2026
IRS schema version
2024v5.5
Source object
202621319349301777

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