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Nonprofiteer
← ESSENTIA HEALTH

Form 990 for tax year 2022

Filed by ESSENTIA HEALTH.

Totals

Total revenue
$348,209,105
Total expenses
$340,166,174
Contributions and grants received
$557,769
Grants paid
$0
Program service revenue
$326,854,490
Investment income
$12,475,106
Other revenue
$8,321,740
Total assets, end of year
$723,173,585
Total liabilities, end of year
$294,668,684
Net assets or fund balances, end of year
$428,504,901
Program services expenses (Part IX)
$165,075,975
Management and general expenses
$175,090,199
Fundraising expenses
$0
Program service expenses (Part III)
$165,075,975

Program services were 48.5% 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

    $8,901

  • 1e · Government grants (contributions)

    $548,618

  • 1f · All other contributions, gifts and grants

    $250

  • 2a · Program service revenue: SUPPORT REVENUE

    total $326,854,490 · related or exempt $326,854,490

  • 3 · Investment income

    total $10,078,609 · unrelated business -$219,029 · excluded $10,297,638

  • 7a · Gross sales of assets other than inventory

    securities $79,240,694 · other assets $3,750

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

    securities $76,613,350 · other assets $234,597

  • 7c · Gain or loss

    securities $2,627,344 · other assets -$230,847

  • 7d · Net gain or loss

    total $2,396,497 · excluded $2,396,497

  • 11a · Other revenue: SYSTEM ACCESS/USE REVENUE

    total $8,235,583 · unrelated business $5,185,368 · excluded $3,050,215

  • 11b · Other revenue: SETTLEMENTS

    total $76,284 · excluded $76,284

  • 11c · Other revenue: MISCELLANEOUS

    total $4,509 · excluded $4,509

  • 11d · All other revenue

    total $5,364 · excluded $5,364

  • 11e · Other revenue, total

    $8,321,740

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $10,189,034 · program services $846,506 · management and general $9,342,528

  • 6 · Compensation of disqualified persons

    total $65,068 · program services $65,068

  • 7 · Other salaries and wages

    total $188,673,727 · program services $104,637,402 · management and general $84,036,325

  • 8 · Pension plan contributions

    total $8,336,428 · program services $4,642,016 · management and general $3,694,412

  • 9 · Other employee benefits

    total $35,471,401 · program services $19,995,663 · management and general $15,475,738

  • 10 · Payroll taxes

    total $13,606,147 · program services $7,507,417 · management and general $6,098,730

  • 11b · Fees: legal

    total $6,775,028 · management and general $6,775,028

  • 11c · Fees: accounting

    total $508,839 · management and general $508,839

  • 11d · Fees: lobbying

    total $511,716 · management and general $511,716

  • 11f · Fees: investment management

    total $1,214,879 · management and general $1,214,879

  • 11g · Fees: other

    total $38,874,561 · program services $10,512,568 · management and general $28,361,993

  • 12 · Advertising and promotion

    total $7,664,155 · program services $6,523,028 · management and general $1,141,127

  • 13 · Office expenses

    total $11,310,427 · program services $1,095,088 · management and general $10,215,339

  • 14 · Information technology

    total $8,246,328 · program services $4,573,368 · management and general $3,672,960

  • 16 · Occupancy

    total $42,033 · program services $23,311 · management and general $18,722

  • 17 · Travel

    total $1,752,236 · program services $846,084 · management and general $906,152

  • 19 · Conferences, conventions and meetings

    total $649,748 · program services $379,782 · management and general $269,966

  • 20 · Interest

    total $872,705 · program services $872,705

  • 22 · Depreciation, depletion and amortization

    total $1,588,741 · program services $881,107 · management and general $707,634

  • 24a · Other expenses: UNRELATED BUSINESS TAX

    total $431,567 · management and general $431,567

  • 24b · Other expenses: PUBLICATIONS & SUBSCRIP

    total $991,493 · program services $914,747 · management and general $76,746

  • 24c · Other expenses: DUES

    total $896,321 · program services $443,738 · management and general $452,583

  • 24d · Other expenses: FEDERAL EXCISE TAX

    total $559,321 · management and general $559,321

  • 24e · All other expenses

    total $934,271 · program services $316,377 · management and general $617,894

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,821,766 · end of year $4,339,962

  • 2 · Savings and temporary cash investments

    beginning of year $79,351,663 · end of year $59,902,579

  • 4 · Accounts receivable

    beginning of year $9,620,888 · end of year $10,600,363

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,914,856 · end of year $7,290,211

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

    $18,193,565

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

    $12,890,913

  • 10c · Land, buildings and equipment, net

    beginning of year $3,932,820 · end of year $5,302,652

  • 11 · Investments: publicly traded securities

    beginning of year $10 · end of year $33,033

  • 12 · Investments: other securities

    beginning of year $334,254,994 · end of year $451,201,985

  • 13 · Investments: program-related

    beginning of year $57,570,317 · end of year $57,570,317

  • 14 · Intangible assets

    beginning of year $6,650,732 · end of year $7,202,430

  • 15 · Other assets

    beginning of year $127,005,287 · end of year $119,730,053

  • 17 · Accounts payable and accrued expenses

    beginning of year $124,752,482 · end of year $115,769,932

  • 19 · Deferred revenue

    beginning of year $250,000 · end of year $1,448,996

  • 20 · Tax-exempt bond liabilities

    beginning of year $14,318,000 · end of year $48,480,431

  • 23 · Secured mortgages and notes payable

    beginning of year $11,177,704 · end of year $10,684,747

  • 25 · Other liabilities

    beginning of year $98,369,725 · end of year $118,284,578

  • 27 · Net assets without donor restrictions

    beginning of year $381,255,422 · end of year $428,504,901

Mission and programs · 2022

Mission

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

  • ESSENTIA HEALTH IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, AND RELIGIOUS PURPOSES 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, ALL OF WHICH ARE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986.ESSENTIA HEALTH IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH SYSTEM THAT INCLUDES ALL ENTITIES THAT ARE OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY ESSENTIA HEALTH (COLLECTIVELY, THE "SYSTEM"). THE SYSTEM SERVES PATIENTS IN MINNESOTA, WISCONSIN, AND NORTH DAKOTA. HEADQUARTERED IN DULUTH, MINNESOTA, THE SYSTEM COMBINES THE STRENGTHS AND TALENTS OF OVER 15,000 EMPLOYEES, INCLUDING MORE THAN 2,200 PHYSICIANS AND ADVANCED PRACTITIONERS, WHO SERVE OUR PATIENTS AND COMMUNITIES THROUGH THE MISSION OF BEING CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. THE SYSTEM, WHICH INCLUDES MANY CATHOLIC FACILITIES, IS GUIDED BY THE VALUES OF QUALITY, HOSPITALITY, RESPECT, JOY, JUSTICE, STEWARDSHIP AND TEAMWORK. THE SYSTEM DELIVERS ON ITS MISSION BY HAVING PATIENT-CENTERED FOCUS AT 14 HOSPITALS, APPROXIMATELY 78 CLINICS, SIX LONG-TERM CARE FACILITIES, TWO ASSISTED LIVING FACILITIES, THREE INDEPENDENT LIVING FACILITIES, SEVERAL REHABILITATION CENTERS, SEVEN AMBULANCE SERVICES, 27 RETAIL PHARMACIES, HOME HEALTH SERVICES, AND ONE RESEARCH INSTITUTE. THE SYSTEM SERVES A PREDOMINANTLY RURAL POPULATION WHOSE MEDIAN INCOMES GENERALLY FALL BELOW AVERAGES OF THE STATES WHERE THEY LIVE. THE PRESENCE OF OUR CLINICS AND HOSPITALS ENSURES THAT PEOPLE WITH FEW ECONOMIC RESOURCES DO NOT HAVE TO DRIVE AN HOUR OR MORE TO RECEIVE BASIC (AND IN SOME CASES LIFESAVING) MEDICAL CARE. THE LEGAL ENTITIES COMPRISING THE SYSTEM FILE SEPARATE FORM 990S.AT FISCAL YEAR ENDED JUNE 30, 2023, THE SYSTEM'S CONSOLIDATED TOTAL OPERATING REVENUE WAS $2,764,495,000 AND CONSOLIDATED INCOME FROM OPERATIONS WAS $110,000.THE SYSTEM'S HOSPITALS HAVE A TOTAL OF 1,202 LICENSED BEDS WHICH PROVIDED OVER 203,000 HOSPITAL PATIENT DAYS AND NEARLY 776,000 OUTPATIENT VISITS DURING THE FISCAL YEAR ENDED JUNE 30, 2023. THE CLINICS HAD NEARLY 2 MILLION ENCOUNTERS DURING THE SAME TIME PERIOD.DURING THE FISCAL YEAR ENDED JUNE 30, 2023, THE SYSTEM PROVIDED TOTAL COMMUNITY BENEFITS OF OVER $165 MILLION WHICH INCLUDED COSTS OF PROVIDING CHARITY CARE, COSTS IN EXCESS OF MEDICAID PAYMENTS, MEDICAID SURCHARGE, MINNESOTACARE TAX, COMMUNITY SERVICES, HEALTH PROFESSION EDUCATION, RESEARCH, AND CASH AND IN-KIND CONTRIBUTIONS.

    Expenses $165,075,975 · Revenue $326,854,490

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Herman MD

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $3,357,481
    From this org
    $3,035,950
    From related orgs
    $0
    Other
    $321,531
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,602,782
    Bonus
    $1,124,852
    Other
    $308,316
    Deferred
    $318,115
    Nontaxable benefits
    $3,416
    Filer's total
    $3,357,481

  • Jodi Mansfield

    EXECUTIVE VICE PRESIDENT, COO

    Total calculated
    $1,840,864
    From this org
    $1,681,487
    From related orgs
    $0
    Other
    $159,377
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $982,345
    Bonus
    $410,401
    Other
    $288,741
    Deferred
    $157,809
    Nontaxable benefits
    $1,568
    Filer's total
    $1,840,864

  • Jon Pryor MD

    PRESIDENT - EAST THRU 1/23

    Total calculated
    $1,169,165
    From this org
    $0
    From related orgs
    $1,131,335
    Other
    $37,830
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $785,922 related
    Bonus
    $0 + $331,316 related
    Other
    $0 + $14,097 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $13,430 related
    Filer's total
    $0 + $1,169,165 related

  • Traci Morris

    CHIEF FINANCIAL OFFICER/BD TREASURER

    Total calculated
    $1,092,938
    From this org
    $987,247
    From related orgs
    $0
    Other
    $105,691
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $640,302
    Bonus
    $259,888
    Other
    $87,057
    Deferred
    $103,429
    Nontaxable benefits
    $2,262
    Filer's total
    $1,092,938

  • Bradley Beard

    CHIEF OPERATING OFFICER - EAST

    Total calculated
    $1,069,895
    From this org
    $0
    From related orgs
    $932,410
    Other
    $137,485
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $600,630 related
    Bonus
    $0 + $256,508 related
    Other
    $0 + $75,272 related
    Deferred
    $0 + $98,483 related
    Nontaxable benefits
    $0 + $39,002 related
    Filer's total
    $0 + $1,069,895 related

  • William Heegaard MD

    PRESIDENT - WEST

    Total calculated
    $1,040,506
    From this org
    $0
    From related orgs
    $902,097
    Other
    $138,409
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $623,417 related
    Bonus
    $0 + $267,196 related
    Other
    $0 + $11,484 related
    Deferred
    $0 + $101,311 related
    Nontaxable benefits
    $0 + $37,098 related
    Filer's total
    $0 + $1,040,506 related

  • Karyn Baum MD

    CHIEF TRANSFORMATION OFFICER

    Total calculated
    $1,032,796
    From this org
    $877,389
    From related orgs
    $0
    Other
    $155,407
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $653,158
    Bonus
    $208,406
    Other
    $15,825
    Deferred
    $128,525
    Nontaxable benefits
    $26,882
    Filer's total
    $1,032,796

  • Anne Stephen MD

    CHIEF MEDICAL OFFICER - EAST

    Total calculated
    $983,815
    From this org
    $0
    From related orgs
    $876,444
    Other
    $107,371
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,170 related
    Bonus
    $0 + $197,482 related
    Other
    $0 + $222,792 related
    Deferred
    $0 + $75,729 related
    Nontaxable benefits
    $0 + $31,642 related
    Filer's total
    $0 + $983,815 related

  • Daniel Nikcevich MD

    FORMER PRESIDENT - EAST

    Total calculated
    $966,567
    From this org
    $0
    From related orgs
    $908,427
    Other
    $58,140
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $768,532 related
    Bonus
    $0
    Other
    $0 + $139,895 related
    Deferred
    $0 + $20,705 related
    Nontaxable benefits
    $0 + $37,435 related
    Filer's total
    $0 + $966,567 related

  • Kevin Casey MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $947,309
    From this org
    $816,807
    From related orgs
    $0
    Other
    $130,502
    Hours/week
    57 + 3 related

    Schedule J breakdown matched by us

    Base
    $633,232
    Bonus
    $168,938
    Other
    $14,637
    Deferred
    $107,120
    Nontaxable benefits
    $23,382
    Filer's total
    $947,309

  • Diane Davidson

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $845,071
    From this org
    $735,048
    From related orgs
    $0
    Other
    $110,023
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $468,016
    Bonus
    $201,173
    Other
    $65,859
    Deferred
    $77,151
    Nontaxable benefits
    $32,872
    Filer's total
    $845,071

  • Charles Watson

    CHIEF INFORMATION OFFICER

    Total calculated
    $837,828
    From this org
    $718,019
    From related orgs
    $0
    Other
    $119,809
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $499,729
    Bonus
    $214,288
    Other
    $4,002
    Deferred
    $82,207
    Nontaxable benefits
    $37,602
    Filer's total
    $837,828

  • Richard Vetter MD

    CHIEF MEDICAL OFFICER - WEST

    Total calculated
    $823,588
    From this org
    $0
    From related orgs
    $714,040
    Other
    $109,548
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $483,985 related
    Bonus
    $0 + $192,485 related
    Other
    $0 + $37,570 related
    Deferred
    $0 + $73,802 related
    Nontaxable benefits
    $0 + $35,746 related
    Filer's total
    $0 + $823,588 related

  • Michael Watters

    CHIEF LEGAL OFFICER/BOARD SECRETARY

    Total calculated
    $772,436
    From this org
    $656,503
    From related orgs
    $0
    Other
    $115,933
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $473,535
    Bonus
    $175,667
    Other
    $7,301
    Deferred
    $76,950
    Nontaxable benefits
    $38,983
    Filer's total
    $772,436

  • Al Hurley

    CHIEF OPERATING OFFICER - WEST

    Total calculated
    $716,910
    From this org
    $0
    From related orgs
    $624,072
    Other
    $92,838
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,495 related
    Bonus
    $0 + $179,556 related
    Other
    $0 + $23,021 related
    Deferred
    $0 + $68,251 related
    Nontaxable benefits
    $0 + $24,587 related
    Filer's total
    $0 + $716,910 related

  • Sheila Hart

    SNR VP-INT CARE DELIVERY THRU 3/23

    Total calculated
    $708,813
    From this org
    $617,715
    From related orgs
    $0
    Other
    $91,098
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $394,435
    Bonus
    $171,242
    Other
    $52,038
    Deferred
    $65,613
    Nontaxable benefits
    $25,485
    Filer's total
    $708,813

  • Peter Henry MD

    CHIEF MEDICAL OFFICER THRU 6/22

    Total calculated
    $671,881
    From this org
    $371,895
    From related orgs
    $239,408
    Other
    $60,578
    Hours/week
    57 + 3 related

    Schedule J breakdown matched by us

    Base
    $297,901
    Bonus
    $0 + $239,408 related
    Other
    $73,994
    Deferred
    $35,172 + $11,680 related
    Nontaxable benefits
    $13,064 + $662 related
    Filer's total
    $420,131 + $251,750 related

  • Stefanie Gefroh Ellison MD

    BOARD DIRECTOR

    Total calculated
    $668,513
    From this org
    $30,000
    From related orgs
    $574,111
    Other
    $64,402
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $30,000 + $524,623 related
    Bonus
    $0
    Other
    $0 + $49,488 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $40,002 related
    Filer's total
    $30,000 + $638,513 related

  • Sarah Manney Kurth MD

    CHIEF MEDICAL INFORMATION OFFICER

    Total calculated
    $641,606
    From this org
    $536,936
    From related orgs
    $0
    Other
    $104,670
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $364,926
    Bonus
    $152,685
    Other
    $19,325
    Deferred
    $64,130
    Nontaxable benefits
    $40,540
    Filer's total
    $641,606

  • Rhonda Kazik

    CHIEF NURSING OFFICER

    Total calculated
    $629,127
    From this org
    $0
    From related orgs
    $538,327
    Other
    $90,800
    Hours/week
    54 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $381,088 related
    Bonus
    $0 + $151,426 related
    Other
    $0 + $5,813 related
    Deferred
    $0 + $64,447 related
    Nontaxable benefits
    $0 + $26,353 related
    Filer's total
    $0 + $629,127 related

  • Melanie Wilson

    SENIOR VP-REVENUE SERVICES

    Total calculated
    $615,319
    From this org
    $502,567
    From related orgs
    $0
    Other
    $112,752
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $416,128
    Bonus
    $54,221
    Other
    $32,218
    Deferred
    $75,255
    Nontaxable benefits
    $37,497
    Filer's total
    $615,319

  • Deborah Welle-Powell

    CHF POPULATION HEALTH OFF THRU 6/22

    Total calculated
    $586,286
    From this org
    $540,768
    From related orgs
    $0
    Other
    $45,518
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $264,964
    Bonus
    $212,474
    Other
    $63,330
    Deferred
    $39,011
    Nontaxable benefits
    $6,507
    Filer's total
    $586,286

  • Maria Beaver MD

    PHYSICIAN LEADER

    Total calculated
    $423,152
    From this org
    $399,750
    From related orgs
    $0
    Other
    $23,402
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $399,361
    Bonus
    $0
    Other
    $389
    Deferred
    $22,565
    Nontaxable benefits
    $837
    Filer's total
    $423,152

  • Jane Rudd MD

    BOARD DIRECTOR

    Total calculated
    $391,286
    From this org
    $20,000
    From related orgs
    $306,539
    Other
    $64,747
    Hours/week
    3 + 57 related

    Schedule J breakdown matched by us

    Base
    $20,000 + $305,249 related
    Bonus
    $0
    Other
    $0 + $1,290 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $40,347 related
    Filer's total
    $20,000 + $371,286 related

  • Frank Modich

    FORMER INTERIM CHIEF LEGAL OFFICER

    Total calculated
    $289,908
    From this org
    $264,010
    From related orgs
    $0
    Other
    $25,898
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $233,852
    Bonus
    $29,819
    Other
    $339
    Deferred
    $12,444
    Nontaxable benefits
    $13,454
    Filer's total
    $289,908

  • Robert Norman

    FORMER CHIEF FINANCIAL OFFICER

    Total calculated
    $216,000
    From this org
    $216,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $216,000
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $216,000

  • Dennis Dassenko

    FORMER CHIEF INFORMATION OFFICER

    Total calculated
    $159,467
    From this org
    $159,467
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $159,467
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $159,467

  • Timothy Sayler

    FORMER CHIEF OPERATING OFFICER-WEST

    Total calculated
    $143,333
    From this org
    $0
    From related orgs
    $143,333
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $143,333 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $143,333 related

  • John Smylie

    FORMER CHIEF OPERATING OFFICER

    Total calculated
    $120,000
    From this org
    $120,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $120,000
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $120,000

  • David Gaddie

    BOARD CHAIR THRU 12/22/BRD DIRECTOR

    Total calculated
    $45,000
    From this org
    $45,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • George Goldfarb

    BOARD VICE CHAIR

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Kevin Moug

    BOARD DIRECTOR

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Kimberley Stokes

    BOARD DIRECTOR

    Total calculated
    $30,000
    From this org
    $30,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • Laurie Lewandowski

    BOARD DIRECTOR

    Total calculated
    $25,375
    From this org
    $25,375
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 2 related

  • Mark Ronnei

    BOARD DIRECTOR

    Total calculated
    $21,500
    From this org
    $21,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 6 related

  • James Anderson

    BOARD DIRECTOR

    Total calculated
    $20,500
    From this org
    $20,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 6 related

  • Alan Hodnik

    BOARD CHAIR

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Dean Ager

    BOARD DIRECTOR

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Walter Leino MD

    BOARD DIRECTOR

    Total calculated
    $20,000
    From this org
    $20,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 2 related

  • Sister Beverly Raway

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    3 + 4 related

  • Sister Clare Marie Trettel

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Sister Kathleen Hofer

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    3

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 · First-class or charter travel
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

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

The filer's explanations (Part III)

PART I, LINE 1A
BENEFITS PROVIDED: DURING CALENDAR YEAR 2022, CHARTER TRAVEL WAS USED BY TWO BOARD DIRECTORS, TWO OFFICERS, AND SIX KEY EMPLOYEES FOR TRAVEL BETWEEN ESSENTIA HEALTH AND OTHER ORGANIZATIONS. THE USE OF CHARTER TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION TO THESE INDIVIDUALS AS ALL TRAVEL WAS BUSINESS RELATED. DURING CALENDAR YEAR 2022, KEY EMPLOYEE JODI MANSFIELD AND HIGHEST-COMPENSATED EMPLOYEE KARYN BAUM, MD RECEIVED HOUSING ALLOWANCES. THESE BENEFITS WERE TREATED AS TAXABLE COMPENSATION TO BOTH INDIVIDUALS.
PART I, LINE 4B
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: DAVID HERMAN, MD $286,038 JODI MANSFIELD $230,610 TRACI MORRIS $84,447 BRADLEY BEARD $63,788 ANNE STEPHEN, MD $211,981 DANIEL NIKCEVICH, MD $134,962 DIANE DAVIDSON $52,093 RICHARD VETTER, MD $26,574 AL HURLEY $13,160 SHEILA HART $40,891 PETER HENRY, MD $66,403 DEBORAH WELLE-POWELL $56,323 DENNIS DASSENKO $105,467 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: DAVID HERMAN, MD $293,715 JODI MANSFIELD $133,409 TRACI MORRIS $79,029 BRADLEY BEARD $74,083 WILLIAM HEEGAARD, MD $78,203 KARYN BAUM, MD $107,120 ANNE STEPHEN, MD $51,329 KEVIN CASEY, MD $107,120 DIANE DAVIDSON $52,751 CHARLES WATSON $57,807 RICHARD VETTER, MD $49,402 MICHAEL WATTERS $53,975 AL HURLEY $44,418 SHEILA HART $41,213 PETER HENRY, MD $22,946 SARAH MANNEY KURTH, MD $39,730 RHONDA KAZIK $40,047 MELANIE WILSON $47,713 DEBORAH WELLE-POWELL $17,754
PART I, LINE 8
INITIAL CONTRACT EXCEPTION: ESSENTIA HEALTH'S CHIEF TRANSFORMATION OFFICER, KARYN BAUM, MD, AND ITS CHIEF MEDICAL OFFICER, KEVIN CASEY, MD, RECEIVED COMPENSATION DURING THE YEAR UNDER INITIAL EMPLOYMENT AGREEMENTS SUBJECT TO THE INITIAL CONTRACT EXCEPTION. THROUGH THE ESSENTIA HEALTH EXECUTIVE COMPENSATION COMMITTEE, THESE COMPENSATION ARRANGEMENTS WERE REVIEWED AND APPROVED BY INDEPENDENT PERSONS USING COMPARABILITY DATA AND DELIBERATIONS AND DECISIONS WERE DOCUMENTED.

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.

  • PMC-GATEWAY IMAGING LLC THRU 1132022

    N/A · IMAGING SERVICES · MN

  • HORSESHOE SURGERY CENTER LLC

    N/A · SURGERY CENTER · MN

Related corporations and trusts

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

  • ESSENTIA HEALTH INSURANCE SERVICES SPC LTD

    C · SELF INSURANCE · CJ · 100% owned · share of income $21,588,020 · share of assets $57,645,460 · controlled entity

  • MID DAKOTA CLINIC INC

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

Provenance

Return type
form_990
Tax year
2022
Filed
3 May 2024
IRS schema version
2022v5.0
Source object
202401249349300730

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