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Nonprofiteer
← MOUNT ST VINCENT HOME INC

Form 990 for tax year 2023

Filed by MOUNT ST VINCENT HOME INC.

Totals

Total revenue
$7,454,121
Total expenses
$7,751,507
Contributions and grants received
$3,160,372
Grants paid
$1,000
Program services expenses (Part IX)
$6,695,573
Management and general expenses
$619,442
Fundraising expenses
$436,492
Program service expenses (Part III)
$6,695,573

Program services were 86.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CARL MOSS

    DIRECTOR

    Total calculated
    $545,457
    From this org
    $0
    From related orgs
    $412,190
    Other
    $133,267
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $267,048 related
    Bonus
    $0 + $112,905 related
    Other
    $0 + $32,237 related
    Deferred
    $0 + $122,532 related
    Nontaxable benefits
    $0 + $10,735 related
    Filer's total
    $0 + $545,457 related

  • KATIE TIERNAN JOHNSON

    DIRECTOR

    Total calculated
    $309,209
    From this org
    $0
    From related orgs
    $233,193
    Other
    $76,016
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $196,105 related
    Bonus
    $0 + $36,339 related
    Other
    $0 + $749 related
    Deferred
    $0 + $64,680 related
    Nontaxable benefits
    $0 + $11,336 related
    Filer's total
    $0 + $309,209 related

  • SHERRY BENEDETTI

    FORMER OFFICER

    Total calculated
    $295,650
    From this org
    $0
    From related orgs
    $217,189
    Other
    $78,461
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,360 related
    Bonus
    $0 + $15,530 related
    Other
    $0 + $2,299 related
    Deferred
    $0 + $61,324 related
    Nontaxable benefits
    $0 + $17,137 related
    Filer's total
    $0 + $295,650 related

  • JENESSA WILLIAMS

    EXECUTIVE DIRECTOR MSVH

    Total calculated
    $199,098
    From this org
    $173,858
    From related orgs
    $0
    Other
    $25,240
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $152,142
    Bonus
    $21,263
    Other
    $453
    Deferred
    $24,003
    Nontaxable benefits
    $1,237
    Filer's total
    $199,098

  • JOSEPH SHEHATA

    DIRECTOR FINANCE

    Total calculated
    $179,141
    From this org
    $148,981
    From related orgs
    $0
    Other
    $30,160
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $129,366
    Bonus
    $19,215
    Other
    $400
    Deferred
    $20,755
    Nontaxable benefits
    $9,405
    Filer's total
    $179,141

  • DARAH MEYER

    DIRECTOR MSVH

    Total calculated
    $161,155
    From this org
    $140,836
    From related orgs
    $0
    Other
    $20,319
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $122,429
    Bonus
    $18,029
    Other
    $378
    Deferred
    $19,322
    Nontaxable benefits
    $997
    Filer's total
    $161,155

  • JULIE ALCORN

    DIRECTOR MSVH

    Total calculated
    $159,703
    From this org
    $122,509
    From related orgs
    $0
    Other
    $37,194
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $106,732
    Bonus
    $10,631
    Other
    $5,146
    Deferred
    $13,783
    Nontaxable benefits
    $23,411
    Filer's total
    $159,703

  • PENNY CORDILLO-WALLER

    DIRECTOR OPERATIONS MSVH

    Total calculated
    $158,384
    From this org
    $133,179
    From related orgs
    $0
    Other
    $25,205
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $115,808
    Bonus
    $17,074
    Other
    $297
    Deferred
    $13,804
    Nontaxable benefits
    $11,401
    Filer's total
    $158,384

  • TONY COOK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRYAN HASSLER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH HOLUB

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHERI JAHN

    DIRECTOR/SECRETARY (PARTIAL)

    Total calculated
    $0
    Hours/week
    1

  • JILL POLITO

    SECRETARY/VICE CHAIR (PARTIAL)

    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 — 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY MOUNT ST. VINCENT HOME, 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 HEALTHY SYSYTEM, 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 FOR 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, LINE 4B
PART I, LINE 4B PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A RELATED ORGANIZATION PROVIDES NONQUALIFIED DEFERRED COMPENSATION PLANS (NQDC) KNOWN AS 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 NOT-FOR-PROFIT HEALTH SYSTEMS. THESE PLANS ENABLE THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR THAT THEY PARTICIPATE. 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 PLANS 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 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 RECIPIENT'S W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2023 WERE: N/A.
SCHEDULE J - 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 CARE 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202443129349302019

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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