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Nonprofiteer
← ST MARYS HOSPITAL AND MEDICAL CENTER INC

Form 990 for tax year 2023

Filed by ST MARYS HOSPITAL AND MEDICAL CENTER INC.

Totals

Total revenue
$515,224,103
Total expenses
$525,368,427
Contributions and grants received
$5,013,454
Grants paid
$20,436,841
Program service revenue
$487,821,499
Investment income
$16,551,268
Other revenue
$5,837,882
Total assets, end of year
$876,818,721
Total liabilities, end of year
$26,349,557
Net assets or fund balances, end of year
$850,469,164
Program services expenses (Part IX)
$444,348,967
Management and general expenses
$81,019,460
Fundraising expenses
$0
Program service expenses (Part III)
$444,348,967

Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $4,081,190

  • 1e · Government grants (contributions)

    $932,264

  • 2a · Program service revenue: PATIENT REVENUE

    total $474,582,941 · related or exempt $474,582,941

  • 2b · Program service revenue: IMAGING SERVICES

    total $6,115,239 · related or exempt $6,115,239

  • 2c · Program service revenue: MEDICAL LAB SERVICES

    total $3,252,983 · unrelated business $3,252,983

  • 2d · Program service revenue: AIR MEDICAL TRANSPORT

    total $2,680,511 · related or exempt $2,680,511

  • 2e · Program service revenue: CANCER CARE SERVICES

    total $1,170,436 · related or exempt $1,170,436

  • 2f · All other program service revenue

    total $19,389 · unrelated business $19,389

  • 3 · Investment income

    total $17,005,191 · excluded $17,005,191

  • 6a · Gross rents

    real property $56,326 · personal property $1,227,393

  • 6b · Less rental expenses

    real property $5,845 · personal property $272,807

  • 6c · Rental income or loss

    real property $50,481 · personal property $954,586

  • 6d · Net rental income or loss

    total $1,005,067 · unrelated business $242,398 · excluded $762,669

  • 7a · Gross sales of assets other than inventory

    other assets $137,624

  • 7b · Less cost or other basis and sales expenses

    other assets $591,547

  • 7c · Gain or loss

    other assets -$453,923

  • 7d · Net gain or loss

    total -$453,923 · unrelated business -$5,597 · excluded -$448,326

  • 10a · Gross sales of inventory

    $163,188

  • 10b · Cost of goods sold

    $207,513

  • 10c · Net income from sales of inventory

    total -$44,325 · excluded -$44,325

  • 11a · Other revenue: MANAGEMENT SERVICES

    total $2,920,466 · related or exempt $2,023,675 · unrelated business $896,791

  • 11b · Other revenue: CAFETERIA SALES

    total $1,688,618 · related or exempt $1,688,618

  • 11c · Other revenue: IMAGE STORAGE

    total $268,056 · related or exempt $189,056 · unrelated business $79,000

  • 11e · Other revenue, total

    $4,877,140

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,257,020 · program services $20,257,020

  • 2 · Grants to domestic individuals

    total $179,821 · program services $179,821

  • 5 · Compensation of officers, directors and key employees

    total $3,717,417 · program services $3,668,406 · management and general $49,011

  • 7 · Other salaries and wages

    total $141,210,581 · program services $139,349,139 · management and general $1,861,442

  • 8 · Pension plan contributions

    total $6,054,518 · program services $5,965,739 · management and general $88,779

  • 9 · Other employee benefits

    total $19,960,950 · program services $19,726,006 · management and general $234,944

  • 10 · Payroll taxes

    total $10,518,260 · program services $10,380,556 · management and general $137,704

  • 11d · Fees: lobbying

    total $7,558 · management and general $7,558

  • 11g · Fees: other

    total $41,543,983 · program services $39,711,234 · management and general $1,832,749

  • 12 · Advertising and promotion

    total $34,839 · program services $33,339 · management and general $1,500

  • 13 · Office expenses

    total $1,159,253 · program services $1,074,244 · management and general $85,009

  • 14 · Information technology

    total $28,895,658 · program services $229,424 · management and general $28,666,234

  • 16 · Occupancy

    total $8,316,161 · program services $7,943,100 · management and general $373,061

  • 17 · Travel

    total $853,750 · program services $804,357 · management and general $49,393

  • 19 · Conferences, conventions and meetings

    total $238,129 · program services $235,390 · management and general $2,739

  • 20 · Interest

    total $4,115,698 · program services $4,115,698

  • 22 · Depreciation, depletion and amortization

    total $24,926,914 · program services $24,926,914

  • 23 · Insurance

    total $1,936,759 · program services $1,936,759

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $102,453,366 · program services $102,453,366

  • 24b · Other expenses: MEDICAID PROVIDER TAXES

    total $29,347,085 · program services $29,347,085

  • 24c · Other expenses: SHARED SERVICES - OTHER

    total $20,794,963 · management and general $20,794,963

  • 24d · Other expenses: FEDERAL INCOME TAXES

    total $205,096 · program services $205,096

  • 24e · All other expenses

    total $58,640,648 · program services $31,806,274 · management and general $26,834,374

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,250 · end of year $4,742

  • 2 · Savings and temporary cash investments

    beginning of year $2,948,183 · end of year $2,948,183

  • 4 · Accounts receivable

    beginning of year $71,690,825 · end of year $66,347,875

  • 7 · Other notes and loans receivable

    beginning of year $101,438 · end of year $927,864

  • 8 · Inventories for sale or use

    beginning of year $10,472,092 · end of year $10,795,786

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,082,852 · end of year $1,516,835

  • 10a · Land, buildings and equipment: cost or other basis

    $429,959,152

  • 10b · Land, buildings and equipment: accumulated depreciation

    $40,860,780

  • 10c · Land, buildings and equipment, net

    beginning of year $390,373,625 · end of year $389,098,372

  • 12 · Investments: other securities

    beginning of year $9,568,215 · end of year $12,430,500

  • 15 · Other assets

    beginning of year $414,352,159 · end of year $392,748,564

  • 17 · Accounts payable and accrued expenses

    beginning of year $32,215,867 · end of year $24,275,967

  • 25 · Other liabilities

    beginning of year $1,748,617 · end of year $2,073,590

  • 27 · Net assets without donor restrictions

    beginning of year $866,633,155 · end of year $850,469,164

Mission and programs · 2023

Mission

WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OFTHE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POORAND VULNERABLE.

  • ST. MARY'S HOSPITAL & MEDICAL CENTER, INC., (ST. MARY'S) IN GRAND JUNCTION, CO., IS THE LARGEST MEDICAL CENTER BETWEEN DENVER AND SALT LAKE CITY AND IS COMMITTED TO PUTTING PEOPLE FIRST. SERVING THE HEALTHCARE NEEDS OF WESTERN COLORADO AND EASTERN UTAH FOR OVER 120 YEARS, ST. MARY'S IS A FAITH-BASED, NON-PROFIT PROVIDER AND IS PART OF INTERMOUNTAIN HEALTH CARE, INC.FOUNDED IN 1896 BY THE SISTERS OF CHARITY OF LEAVENWORTH, ST. MARY'S HAS A RICH HISTORY OF SERVING THE MANY NEEDS OF ITS COMMUNITY, FROM ADVANCED MEDICAL CARE TO CHARITABLE GIVING.ST. MARY'S AND IT'S LEADERS CONTINUE TO BE COMMITTED TO THE RENOWNED STATEMENT OF MOTHER XAVIER ROSS, FOUNDER OF THE SISTERS OF CHARITY OF LEAVENWORTH. IN ALL ST. MARY'S ACTIONS, WE WILL: "... LOOK FORWARD TO THE GOOD THAT IS YET TO BE."THROUGHOUT OUR HISTORY, THE GENEROSITY OF WESTERN COLORADANS HAS ENABLED ST. MARY'S TO GROW TO MEET HEALTHCARE NEEDS. CONTRIBUTIONS OF LAND, FUNDS, TIME, AND TALENT ALLOWED US TO KEEP PACE WITH EXPANDING POPULATION AND MEDICAL ADVANCES.ST. MARY'S IS A FULL-SERVICE HOSPITAL PROVIDING QUALITY HEALTHCARE TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. AS THE LARGEST HEALTHCARE FACILITY IN A 250-MILE RADIUS, ST. MARY'S PROVIDES MANY ADVANCED HEALTHCARE SERVICES NOT OFFERED BY ANY OTHER FACILITIES IN WESTERN COLORADO AND EASTERN UTAH AND IS LICENSED FOR 346 BEDS.ST. MARY'S OPERATES THE ONLY LEVEL II TRAUMA CENTER BETWEEN DENVER, CO AND SALT LAKE CITY, UT. WITH A 24-7 EMERGENCY DEPARTMENT STAFFED WITH EXPERIENCED EMERGENCY MEDICINE, TRAINED PHYSICIANS AND NURSES, TRAUMA AND NEUROSURGEONS ALWAYS AVAILABLE, AND AIR MEDICAL TRANSPORT SERVICES. ST. MARY'S CARES FOR SERIOUSLY ILL AND INJURED PATIENTS. THE TRANSPORT HELICOPTER ALSO ASSISTS IN RESCUE OR EVACUATION EFFORTS.ST. MARY'S IS RELATED TO SCL HEALTH MEDICAL GROUP-GRAND JUNCTION, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY OWNED BY A RELATED ORGANIZATION, SCL HEALTH-FRONT RANGE, INC. SCL HEALTH MEDICAL GROUP-GRAND JUNCTION, LLC IS A GROUP OF PHYSICIAN CLINICS THAT PROVIDE PROFESSIONAL SERVICES TO THE ST. MARY'S HOSPITAL COMMUNITY AND SUPPORTS THE MISSION OF ST. MARY'S HOSPITAL.ALTHOUGH SCL HEALTH MEDICAL GROUP-GRAND JUNCTION, LLC IS NOT OWNED DIRECTLY BY ST. MARY'S, ST. MARY'S IS REQUIRED TO FUND ALL OPERATING LOSSES OF SCL HEALTH MEDICAL GROUP-GRAND JUNCTION, LLC. THROUGH EQUITY TRANSFERS TO SCL HEALTH-FRONT RANGE, INC. IN 2023, THE HOSPITAL PROVIDED $43,227,881 IN SUPPORT OF THE LOSSES OF THE PHYSICIAN CLINICS.ON APRIL 1, 2022, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFLIATED WITH INTERMOUNTAIN HEALTH CARE, INC., CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, WYOMING, AND KANSAS. THE ORGANIZATION EMPLOYS MORE THAN 66,000 CAREGIVERS, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA.AS PART OF INTERMOUNTAIN HEALTH (INTEGRATED HEALTH SYSTEM), ST. MARY'S HAS DIRECT ACCESS TO BEST PRACTICES, RESOURCES, TECHNOLOGY, TALENT AND STRATEGIC CAPITAL.ST. MARY'S RECEVIED AN 'A' RATING FROM THE LEAPFROG GROUP FOR HOSPITAL SAFETY.ST. MARY'S HAS A VARIETY OF PROGRAMS AND SERVICES TO SERVE THE COMMUNITY INCLUDING BUT NOT LIMITED TO:- CANCER CARE - CARDIAC AND VASCULAR SERVICES- EMERGENCY AND TRAUMA SERVICES (LEVEL II TRAUMA CENTER)- FAMILY MEDICINE- LABOR AND DELIVERY (LEVEL III NEONATAL INTENSIVE CARE UNIT)- ORTHOPEDICS- PALLIATIVE CARE- RADIOLOGY, IMAGING AND ANCILLARY SERVICES- SPORTS MEDICINE- SURGERY CENTER- WOMEN'S HEALTHDURING 2023, THE FOLLOWING SERVICES WERE PROVIDED:ADMISSIONS - 12,196OUTPATIENT VISITS - 245,040EMERGENCY ROOM VISITS - 41,002BIRTHS - 1,241SURGERIES - 8,723LAB TESTS - 998,515MISSION, VISION & VALUESMISSION:WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.VISION:INSPIRED BY OUR FAITH, WE WILL PARTNER WITH OUR PATIENTS ANDCOMMUNITIES TO EXCEED THEIR EXPECTATIONS FOR HEALTH.VALUES:CARING SPIRIT - WE HONOR THE SACRED DIGNITY OF EACH PERSON.EXCELLENCE - WE SET AND SURPASS HIGH STANDARDS.GOOD HUMOR - WE CREATE JOYFUL AND WELCOMING ENVIRONMENTS.INTEGRITY - WE DO THE RIGHT THING WITH OPENNESS AND PRIDE.SAFETY - WE DELIVER CARE THAT SEEKS TO ELIMINATE ALL HARM FOR PATIENTS AND ASSOCIATES.STEWARDSHIP - WE ARE ACCOUNTABLE FOR THE RESOURCES ENTRUSTED TO US.

    Expenses $444,348,967 · Grants $20,436,841 · Revenue $491,722,848

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bryan Johnson

    PRESIDENT

    Total calculated
    $967,224
    From this org
    $684,612
    From related orgs
    $0
    Other
    $282,612
    Hours/week
    20 + 35 related

    Schedule J breakdown matched by us

    Base
    $502,548
    Bonus
    $109,425
    Other
    $72,639
    Deferred
    $255,252
    Nontaxable benefits
    $27,360
    Filer's total
    $967,224

  • Lee Syphus

    FORMER HIGHEST COMPENSATED

    Total calculated
    $814,853
    From this org
    $0
    From related orgs
    $614,431
    Other
    $200,422
    Hours/week
    0 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $350,466 related
    Bonus
    $0 + $113,655 related
    Other
    $0 + $150,310 related
    Deferred
    $0 + $170,375 related
    Nontaxable benefits
    $0 + $30,047 related
    Filer's total
    $0 + $814,853 related

  • Michele Arnold MD

    ASSOCIATE CHIEF MEDICAL OFFICER SMGJ

    Total calculated
    $679,426
    From this org
    $442,461
    From related orgs
    $0
    Other
    $236,965
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $408,980
    Bonus
    $24,188
    Other
    $9,293
    Deferred
    $209,605
    Nontaxable benefits
    $27,360
    Filer's total
    $679,426

  • Elizabeth Buisker

    CHIEF MEDICAL OFFICER, W CO MED GRP (PARTIAL

    Total calculated
    $556,055
    From this org
    $0
    From related orgs
    $383,077
    Other
    $172,978
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $303,187 related
    Bonus
    $0 + $54,316 related
    Other
    $0 + $25,574 related
    Deferred
    $0 + $144,618 related
    Nontaxable benefits
    $0 + $28,360 related
    Filer's total
    $0 + $556,055 related

  • Logan McDaneld MD

    DIRECTOR

    Total calculated
    $531,256
    From this org
    $0
    From related orgs
    $486,772
    Other
    $44,484
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $367,258 related
    Bonus
    $0 + $118,193 related
    Other
    $0 + $1,321 related
    Deferred
    $0 + $14,440 related
    Nontaxable benefits
    $0 + $30,044 related
    Filer's total
    $0 + $531,256 related

  • Daniel Prinster

    VP STRATEGY AND BUS DEVELOPMENT SMGJ

    Total calculated
    $483,691
    From this org
    $0
    From related orgs
    $332,890
    Other
    $150,801
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $261,738 related
    Bonus
    $0 + $40,867 related
    Other
    $0 + $30,285 related
    Deferred
    $0 + $120,689 related
    Nontaxable benefits
    $0 + $30,112 related
    Filer's total
    $0 + $483,691 related

  • Michelle Shiao

    VP CHIEF NURSING OFFICER SMGJ

    Total calculated
    $459,294
    From this org
    $303,643
    From related orgs
    $0
    Other
    $155,651
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $246,180
    Bonus
    $36,688
    Other
    $20,775
    Deferred
    $124,339
    Nontaxable benefits
    $31,312
    Filer's total
    $459,294

  • George Scott MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $367,060
    From this org
    $0
    From related orgs
    $322,941
    Other
    $44,119
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,303 related
    Bonus
    $0 + $22,975 related
    Other
    $0 + $1,663 related
    Deferred
    $0 + $13,892 related
    Nontaxable benefits
    $0 + $30,227 related
    Filer's total
    $0 + $367,060 related

  • Karl Zander

    VP OPERATIONS SMGJ (PARTIAL)

    Total calculated
    $348,427
    From this org
    $320,632
    From related orgs
    $0
    Other
    $27,795
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $130,577
    Bonus
    $33,861
    Other
    $156,194
    Deferred
    $8,472
    Nontaxable benefits
    $19,323
    Filer's total
    $348,427

  • Erica Kinsey

    MGR RADIATION ONC-BREAST CARE CTR

    Total calculated
    $336,818
    From this org
    $294,088
    From related orgs
    $0
    Other
    $42,730
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $261,052
    Bonus
    $14,072
    Other
    $18,964
    Deferred
    $13,402
    Nontaxable benefits
    $29,328
    Filer's total
    $336,818

  • Sabrina Mitchell

    MEDICAL DIRECTOR FAMILY MEDICINE

    Total calculated
    $333,603
    From this org
    $293,398
    From related orgs
    $0
    Other
    $40,205
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $271,544
    Bonus
    $20,000
    Other
    $1,854
    Deferred
    $10,412
    Nontaxable benefits
    $29,793
    Filer's total
    $333,603

  • Karlynn Sievers MD

    PHYSICIAN FAMILY MEDICINE

    Total calculated
    $310,345
    From this org
    $277,599
    From related orgs
    $0
    Other
    $32,746
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $256,170
    Bonus
    $20,000
    Other
    $1,429
    Deferred
    $609
    Nontaxable benefits
    $32,137
    Filer's total
    $310,345

  • Sara Warzecka MD

    PHYSICIAN FAMILY MEDICINE

    Total calculated
    $295,831
    From this org
    $272,272
    From related orgs
    $0
    Other
    $23,559
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $228,110
    Bonus
    $20,000
    Other
    $24,162
    Deferred
    $11,113
    Nontaxable benefits
    $12,446
    Filer's total
    $295,831

  • Ashley Thurow

    VP, FINANCE SMGJ (PARTIAL)

    Total calculated
    $295,315
    From this org
    $222,175
    From related orgs
    $0
    Other
    $73,140
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $191,439
    Bonus
    $30,000
    Other
    $736
    Deferred
    $57,407
    Nontaxable benefits
    $15,733
    Filer's total
    $295,315

  • Terri Chinn

    VP, FINANCE SMGJ (PARTIAL)

    Total calculated
    $276,410
    From this org
    $0
    From related orgs
    $265,674
    Other
    $10,736
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $96,463 related
    Bonus
    $0 + $47,107 related
    Other
    $0 + $122,104 related
    Deferred
    $0 + $7,196 related
    Nontaxable benefits
    $0 + $3,540 related
    Filer's total
    $0 + $276,410 related

  • Lenna Watson

    DIRECTOR

    Total calculated
    $13,206
    From this org
    $12,635
    From related orgs
    $0
    Other
    $571
    Hours/week
    6

  • Mark Griffin MD

    CHAIR

    Total calculated
    $634
    From this org
    $634
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Tom Benton

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Joe Carlson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tadd Ferguson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Foster

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Hill

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Kuhr

    DIRECTOR (PARTIAL)

    Total calculated
    $0
    Hours/week
    1

  • Angela Padelecki

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Christian Reece

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Taets

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Vance Wagner

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 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

  • 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
COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY ST. MARY'S HOSPITAL & MEDICAL CENTER, INC. COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO INTERMOUNTAIN HEALTH CARE, INC.'S BOARD FOR APPROVAL OF ANY CHANGES. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA OF PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION-RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY INTERMOUNTAIN HEALTH CARE, INC. AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. THE BOARD PLACES A HIGH PRIORITY ON THE NEED TO RECURIT AND RETAIN A STRONG LEADERSHIP TEAM AND TO CREATE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE. COMPENSATION LEVELS FOLLOW IRS GUIDELINES AND ARE SUBJECT TO IRS OVERSIGHT. AS PART OF THE REVIEW PROCESS, INTERMOUNTAIN HEALTH CARE, INC. USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) COMPENSATION SURVEYS AND STUDIES 5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD.
PART I, LINES 4A-B
PART I, LINE 4A SEVERANCE PAYMENTS THE ORGANIZATION AND RELATED ORGANIZATIONS PERIODICALLY INCUR SEVERANCE PAYMENTS TO DEPARTING EMPLOYEES. THE INDIVIDUALS AND THE AMOUNTS PAID FOR SEVERANCE IN 2023 WERE: KARL ZANDER - $90,689. PART I, LINE 4B PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A RELATED ORGANIZATION PROVIDES A NONQUALIFIED DEFERRED COMPENSATION PLAN (NQDC) KNOWN AS THE SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) FOR EXECUTIVES (SENIOR MANAGEMENT) TO COMPENSATE FOR REGULATORY IMPOSED LIMITATIONS IN QUALIFIED RETIREMENT PLANS AND TO PROVIDE A BENEFIT CONSISTENT WITH OTHER NONPROFIT HEALTH SYSTEMS. THIS PLAN ENABLES THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR OF PARTICIPATION. IN 2014, IN AN EFFORT TO REDUCE LONG-TERM COSTS AND HAVE GREATER CONTROL OVER FINANCIAL RISK, THE SERP WAS CONVERTED FROM A DEFINED BENEFIT (DB) TO A DEFINED CONTRIBUTION (DC) DESIGN. CERTAIN MEMBERS OF SENIOR MANAGEMENT WHOSE BENEFITS WERE CONVERTED FROM DB TO DC WOULD HAVE BEEN DISPROPORTIONATELY AND NEGATIVELY AFFECTED BY THE CHANGE, SO THE COMMITTEE DETERMINED IT WOULD BE APPROPRIATE TO GRANT "TRANSITION CREDITS" IN ORDER TO MITIGATE THE NEGATIVE IMPACT OF THE CHANGE ON THEIR RETIREMENT BENEFITS. THIS IS A COMMON APPROACH EMPLOYED BY OTHER ORGANIZATIONS UNDERGOING A SIMILAR TRANSITION. THE TRANSITION CREDITS VEST IN ACCORDANCE WITH THE TERMS OF THE DC SERP (I.E., AFTER THREE YEARS) AND ARE PAID TO THE EXECUTIVE UPON VESTING. NQDC SERP PLAN STARTING IN 2014 STARTING IN 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS A ROLLING 3 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN BEFORE JANUARY 1, 2014. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2023. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT UPON THE END OF EMPLOYMENT. THE VESTED AMOUNTS ARE TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE PARTICIPANTS' W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2023 WERE: BRYAN JOHNSON - $53,398; TERRI CHINN - $120,724; DANIEL PRINSTER - $25,662; MICHELLE SHIAO - $19,514; KARL ZANDER - $43,932; LEE SYPHUS - $24,655.
ADDITIONAL OFFICER AND BOARD DISCLOSURES
INTERMOUNTAIN HEALTH CARE, INC. AND RELATED TAX-EXEMPT ORGANIZATIONS ADHERE TO GOVERNANCE EXCELLENCE STANDARDS INCLUDING ACCOUNTABILITY. IN KEEPING WITH INTERMOUNTAIN HEALTH CARE, INC.'S CORE VALUE OF STEWARDSHIP, INTERMOUNTAIN HEALTH CARE, INC.'S BOARD COMPENSATION COMMITTEE (COMMITTEE) HAS RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION ADVISOR. THE COMPENSATION ADVISOR IS RESPONSIBLE FOR ADVISING THE COMMITTEE ON ALL MATTERS RELATING TO EXECUTIVE COMPENSATION INCLUDING SUPPORTING THE COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. THE SISTERS WHO SERVE AS OFFICERS AND/OR BOARD MEMBERS ARE MEMBERS OF THE SISTERS OF CHARITY OF LEAVENWORTH (A RELIGIOUS ORDER OF WOMEN). THE SISTERS HAVE TAKEN VOWS OF POVERTY AND RECEIVE NO COMPENSATION, EXPENSE ACCOUNT ALLOWANCE, OR CONTRIBUTIONS TO BENEFIT PLANS FOR THEIR SERVICES TO THE HEALTH SYSTEM. HOWEVER, A PAYMENT IS MADE DIRECTLY TO THE SISTERS OF CHARITY OF LEAVENWORTH FOR THE SERVICES OF THOSE WHO PERFORM PROFESSIONAL, ADMINISTRATIVE, AND OTHER SUCH SERVICES.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SCLH-GI ENDOSCOPY HOLDINGS LLC

    OUTPATIENT ENDOSCOPY · CO

  • SCLTDI JV LLC

    RADIOLOGY · DE

  • ATHLETIC MEDICINE & PERFORMANCE LLC

    PHYSICAL THERAPY · MT

  • SUMMIT SURGERY CENTER LLC

    OUTPATIENT SURGERY · MT

  • GRAND VALLEY SURGICAL CENTER LLC

    RELATED · OUTPATIENT SURGERY · CO · 50.17% owned · share of income $11,841 · share of assets $6,885,293 · general or managing partner

    Directly controlled by ST MARY'S HOSPITAL AND MEDICAL CENTER INC

  • HEALTHCARE MANAGEMENT LLC

    RELATED · MANAGEMENT SERVICES · CO · 10.6% owned · share of income $677 · share of assets $672,662 · general or managing partner

    Directly controlled by ST MARY'S HOSPITAL AND MEDICAL CENTER INC

  • MONUMENT HEALTH LLC

    RELATED · HEALTH CARE NETWORK · CO · 82% owned · share of income $1,484,150 · share of assets $4,162,972

    Directly controlled by ST MARY'S HOSPITAL AND MEDICAL CENTER INC

  • PAVILION IMAGING LLC

    RELATED · RADIOLOGY · CO · 75% owned · share of income $5,267,088 · share of assets $5,172,196 · general or managing partner

    Directly controlled by ST MARY'S HOSPITAL AND MEDICAL CENTER INC

  • SAN JUAN CANCER CENTER LLC

    RELATED · OUTPATIENT CANCER · CO · 33.33% owned · share of income $1,348,544 · share of assets $1,562,835 · general or managing partner

    Directly controlled by ST MARY'S HOSPITAL AND MEDICAL CENTER INC

  • CAREFLIGHT OF THE ROCKIES LLC

    RELATED · MEDICAL AIR TRANSPORT · CO · 56.27% owned · share of income $2,680,511 · share of assets $6,951,224

    Directly controlled by ST MARY'S HOSPITAL AND MEDICAL CENTER INC

  • MED-MAP LLC

    RENTAL REAL ESTATE · MT

  • YELLOWSTONE SURGERY CENTER LLC

    OUTPATIENT SURGERY · MT

  • GALLATIN VALLEY SURGERY CENTER LLC

    OUTPATIENT SURGERY · MT

  • FIRST FLIGHT OF WYOMING LLC

    MEDICAL AIR TRANSPORT · CO

  • MCKAY DEE SURGICAL CENTER LLC

    OUTPATIENT SURGERY · UT

  • GRANDEUR PEAK INTERNATIONAL STALWARTS LP

    INVESTMENTS · DE

  • INNOVATION FUND HOLDINGS COMPANY LLC

    INNOVATION · DE

  • HEALTHBOX SALT LAKE CITY I LLC

    INNOVATION · DE

  • INTERMOUNTAIN VENTURES FUND LLC

    INVESTMENTS · DE

  • PELION OPPORTUNITY FUND III LLC

    INVESTMENTS · DE

  • AACP KOREA BUYOUT INVESTORS II LP

    INVESTMENTS · CJ

  • AACP SPECIAL SITUATIONS II LP

    INVESTMENTS · CJ

  • AACP KOREA BUYOUT INVESTORS IV LP

    INVESTMENTS · CJ

  • LOGAN SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • ST GEORGE SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • SALTZER ASC TEN MILE LLC

    OUTPATIENT SURGERY · ID

  • NORTHPOINTE SURGICAL CENTER LLC

    OUTPATIENT SURGERY · UT

  • HW AE CO-INVESTMENT PARTNERS LP

    INVESTMENTS · DE

  • PERFORMANCE EQUITY GROWTH OPPORTUNITIES FUND LP

    INVESTMENTS · DE

  • MURRAY SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • PROVO SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • SARATOGA SPRINGS SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • PARK CITY SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • PARK CITY SURGICAL CENTER REAL ESTATE LLC

    OUTPATIENT SURGERY · UT

  • CDHC 3 LLC

    INVESTMENTS · UT

  • ARK GLOBAL EMERGING COMPANIES LP

    INVESTMENTS · UT

  • PELION OPPORTUNITY FUND IV LLC

    INVESTMENTS · UT

Related corporations and trusts

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

  • CARENT LABORATORY SOLUTIONS LLC

    C · MEDICAL LABORATORY · CO · controlled entity

  • CARITAS INC AND SUBSIDIARIES

    C · HEALTHCARE · KS · controlled entity

  • WEST END ASSOCIATION INC

    C · REAL ESTATE MANAGEMENT · MT · controlled entity

  • LEAVEN INSURANCE COMPANY LTD

    C · INSURANCE · CJ · controlled entity

  • ROCKY MOUNTAIN ACCOUNTABLE HEALTH NETWORK INC

    C · HEALTHCARE · MT · controlled entity

  • SELECTHEALTH BENEFIT ASSURANCE COMPANY

    C · DELIVERY OF HEALTH BENEFITS · UT · controlled entity

  • HEALTHCARE CAPTIVE INSURANCE COMPANY

    C · INSURANCE · AZ · controlled entity

  • ALLUCEO INC

    C · MENTAL HEALTH INTEGRATION SERVICES · DE · controlled entity

  • SALTZER MEDICAL GROUP INC

    C · MEDICAL SERVICES · ID · controlled entity

  • CLASSIC MEDICAL INC

    C · AIRCRAFT HOLDING COMPANY · UT · controlled entity

  • CLASSIC HELICOPTERS INC

    C · AIRCRAFT HOLDING COMPANY · UT · controlled entity

  • CULMINATION BIO INC

    C · BIOREPOSITORY · DE · controlled entity

  • CAN YOU PLAY INC

    C · SOFTWARE DEVELOPMENT · UT · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202413129349302511

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