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← ALEGENT HEALTH-IMMANUEL MEDICAL CENTER

Form 990 for tax year 2024

Filed by ALEGENT HEALTH-IMMANUEL MEDICAL CENTER.

Totals

Total revenue
$268,467,838
Total expenses
$232,377,594
Contributions and grants received
$2,048,418
Grants paid
$95,500
Program service revenue
$248,253,698
Investment income
$9,935,952
Other revenue
$8,229,770
Total assets, end of year
$854,452,480
Total liabilities, end of year
$29,509,308
Net assets or fund balances, end of year
$824,943,172
Program services expenses (Part IX)
$221,775,239
Management and general expenses
$10,602,355
Fundraising expenses
$0
Program service expenses (Part III)
$221,775,239

Program services were 95.4% 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.

  • 1b · Membership dues

    $41,600

  • 1d · Related organizations

    $1,968,098

  • 1e · Government grants (contributions)

    $36,720

  • 1f · All other contributions, gifts and grants

    $2,000

  • 2a · Program service revenue: NET PATIENT SERVICES

    total $246,175,599 · related or exempt $246,175,599 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: MEDICAL SERVICES

    total $1,642,008 · related or exempt $0 · unrelated business $0 · excluded $1,642,008

  • 2c · Program service revenue: LABORATORY SERVICES

    total $286,636 · related or exempt $0 · unrelated business $0 · excluded $286,636

  • 2d · Program service revenue: PHARMACY SERVICES

    total $149,455 · related or exempt $0 · unrelated business $0 · excluded $149,455

  • 3 · Investment income

    total $2,761,873 · excluded $2,761,873

  • 6a · Gross rents

    real property $4,979,397

  • 6b · Less rental expenses

    real property $2,530,279

  • 6c · Rental income or loss

    real property $2,449,118

  • 6d · Net rental income or loss

    total $2,449,118 · excluded $2,449,118

  • 7a · Gross sales of assets other than inventory

    securities $7,174,079

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

    securities $0

  • 7c · Gain or loss

    securities $7,174,079

  • 7d · Net gain or loss

    total $7,174,079 · excluded $7,174,079

  • 10a · Gross sales of inventory

    $223,487

  • 10b · Cost of goods sold

    $115,947

  • 10c · Net income from sales of inventory

    total $107,540 · excluded $107,540

  • 11a · Other revenue: INSURANCE RECOVERIES

    total $2,662,885 · related or exempt $0 · unrelated business $0 · excluded $2,662,885

  • 11b · Other revenue: EMPLOYEE RETENTION CRE

    total $1,131,971 · related or exempt $0 · unrelated business $0 · excluded $1,131,971

  • 11c · Other revenue: ADMINISTRATIVE WORD PR

    total $775,040 · related or exempt $0 · unrelated business $0 · excluded $775,040

  • 11d · All other revenue

    total $1,103,216 · unrelated business $55,523 · excluded $1,047,693

  • 11e · Other revenue, total

    $5,673,112

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $95,500 · program services $95,500

  • 5 · Compensation of officers, directors and key employees

    total $245,893 · program services $233,598 · management and general $12,295

  • 7 · Other salaries and wages

    total $80,777,152 · program services $76,738,295 · management and general $4,038,857

  • 8 · Pension plan contributions

    total $3,510,442 · program services $3,334,920 · management and general $175,522

  • 9 · Other employee benefits

    total $12,814,582 · program services $12,173,853 · management and general $640,729

  • 10 · Payroll taxes

    total $5,639,567 · program services $5,357,589 · management and general $281,978

  • 11a · Fees: management

    total $3,817,017 · program services $3,799,634 · management and general $17,383

  • 11b · Fees: legal

    total $183,816 · management and general $183,816

  • 11d · Fees: lobbying

    total $12,092 · management and general $12,092

  • 11f · Fees: investment management

    total $431,027 · program services $409,476 · management and general $21,551

  • 11g · Fees: other

    total $40,189,839 · program services $37,891,853 · management and general $2,297,986

  • 12 · Advertising and promotion

    total $1,367 · program services $1,299 · management and general $68

  • 13 · Office expenses

    total $4,311,119 · program services $4,095,563 · management and general $215,556

  • 14 · Information technology

    total $9,795,717 · program services $9,305,931 · management and general $489,786

  • 16 · Occupancy

    total $4,225,425 · program services $4,014,154 · management and general $211,271

  • 17 · Travel

    total $85,187 · program services $80,928 · management and general $4,259

  • 19 · Conferences, conventions and meetings

    total $40,268 · program services $38,255 · management and general $2,013

  • 20 · Interest

    total $682,985 · program services $682,985

  • 21 · Payments to affiliates

    total $6,936,574 · program services $6,589,745 · management and general $346,829

  • 22 · Depreciation, depletion and amortization

    total $9,764,633 · program services $9,276,401 · management and general $488,232

  • 23 · Insurance

    total $899,187 · program services $854,228 · management and general $44,959

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $25,564,270 · program services $25,564,270 · management and general $0 · fundraising $0

  • 24b · Other expenses: INTERCOMPANY ALLOCATION

    total $8,356,311 · program services $7,938,495 · management and general $417,816 · fundraising $0

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $6,978,707 · program services $6,629,772 · management and general $348,935 · fundraising $0

  • 24d · Other expenses: UNRELATED BUSINESS TAXE

    total $16,000 · program services $16,000 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $7,002,917 · program services $6,652,495 · management and general $350,422

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,190 · end of year $3,121

  • 2 · Savings and temporary cash investments

    beginning of year $2,164,435 · end of year $1,395,461

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $34,348,529 · end of year $59,856,660

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $5,263,050 · end of year $5,221,542

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,244 · end of year $4,371

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

    $187,020,533

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

    $108,295,947

  • 10c · Land, buildings and equipment, net

    beginning of year $88,170,098 · end of year $78,724,586

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $167,333,038 · end of year $183,293,041

  • 13 · Investments: program-related

    beginning of year $23,531,733 · end of year $25,871,953

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $485,010,950 · end of year $500,081,745

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,844,507 · end of year $15,976,004

  • 18 · Grants payable

    end of year $0

  • 19 · Deferred revenue

    beginning of year $60,813 · end of year $29,153

  • 20 · Tax-exempt bond liabilities

    end of year $0

  • 21 · Escrow or custodial account liability

    end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 23 · Secured mortgages and notes payable

    end of year $0

  • 24 · Unsecured notes and loans payable

    end of year $0

  • 25 · Other liabilities

    beginning of year $14,820,250 · end of year $13,504,151

  • 27 · Net assets without donor restrictions

    beginning of year $781,010,372 · end of year $824,849,847

  • 28 · Net assets with donor restrictions

    beginning of year $93,325 · end of year $93,325

Mission and programs · 2024

Mission

AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Activities or mission (Part I)

THE MISSION OF THE CORPORATION IS TO NURTURE THE HEALING MINISTRY OF THE CHURCH, SUPPORTED BY EDUCATION AND RESEARCH.

  • ALEGENT HEALTH-IMMANUEL MEDICAL CENTER REHABILITATION CENTER PROVIDES COMPREHENSIVE INPATIENT AND OUTPATIENT PROGRAMS FOR INDIVIDUALS OF ALL AGES. THE REHABILITATION CENTER IS THE REGION'S MOST COMPREHENSIVE CENTER FOR PHYSICAL MEDICINE AND REHABILITATION, OFFERING PATIENTS SOME OF THE MOST ADVANCED REHABILITATIVE TECHNOLOGY. IMMANUEL REHABILITATION CENTER HAS RECEIVED THE HIGHEST LEVEL OF ACCREDITATION AWARDED BY THE JOINT COMMISSION AND BY THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF). AT EVERY LEVEL OF CARE, A TEAM OF LICENSED AND CERTIFIED REHABILITATION PROFESSIONALS ARE AVAILABLE. EACH ONE OF THE REHABILITATION PROGRAMS ARE DESIGNED TO MAXIMIZE INDEPENDENCE AND QUALITY OF LIFE.

    Expenses $22,037,218 · Grants $19,976 · Revenue $51,493,653

  • ALEGENT HEALTH-IMMANUEL MEDICAL CENTER OFFERS COMPREHENSIVE CARDIAC SERVICES THROUGH THE CHI HEALTH CLINIC HEART INSTITUTE AND ITS PHYSICIANS. THESE SERVICES OFFERED AT ALEGENT HEALTH-IMMANUEL MEDICAL CENTER INCLUDE BUT ARE NOT LIMITED TO: GENERAL CARDIOLOGY, INTERVENTIONAL CARDIOLOGY, ELECTROPHYSIOLOGY, VASCULAR SURGERY, CARDIOVASCULAR SURGERY AND THORACIC SURGERY. IN ADDITION, ALEGENT HEALTH-IMMANUEL MEDICAL CENTER IS ONE OF SIX CHI HEALTH HOSPITALS TO BE ACCREDITED FOR CHEST PAIN AND HEART FAILURE AND CERTIFIED IN ATRIAL FIBRILLATION BY THE SOCIETY OF CARDIOVASCULAR PATIENT CARE. WHETHER IT'S THE LATEST RECOMMENDATIONS FOR DISEASE PREVENTION OR A BREAKTHROUGH TREATMENT, ALEGENT HEALTH-IMMANUEL MEDICAL CENTER'S CARDIAC TEAM IS ALWAYS MOVING FORWARD FOR YOU AND YOUR HEALTH.

    Expenses $19,152,538 · Grants $11,273 · Revenue $29,058,144

  • ALEGENT HEALTH-IMMANUEL MEDICAL CENTER MENTAL HEALTH PHYSICIANS ARE UNIQUE IN THEIR CARE-GIVING APPROACH TO EMOTIONAL AND BEHAVIORAL PROBLEMS OF CHILDREN, ADOLESCENTS, ADULTS AND SENIORS. PHYSICIANS PROVIDE THE MOST APPROPRIATE CARE AT THE LEVEL OF SERVICE THAT EACH PATIENT NEEDS. OUTPATIENT AND INPATIENT BEHAVIORAL SERVICE PROGRAMS ARE PROVIDED. RECENTLY, IMMANUEL MEDICAL CENTER BUILT THE RESIDENTIAL TREATMENT CENTER. THIS NEW STATE OF THE ART FACILITY FEATURES 20 PRIVATE ROOMS FOR BOYS AND GIRLS BETWEEN THE AGES OF SIX AND EIGHTEEN YEARS OF AGE.

    Expenses $15,401,608 · Grants $9,530 · Revenue $24,564,749

  • ALEGENT HEALTH-IMMANUEL MEDICAL CENTER PROVIDES ADDITIONAL SERVICES INCLUDING BUT NOT LIMITED TO: WEIGHT MANAGEMENT, A 24 HOUR EMERGENCY DEPARTMENT, INPATIENT HOSPITAL FACILITIES, PROCEDURE CENTER, ORTHOPEDIC SERVICES, DIGESTIVE HEALTH CENTER, FAMILY LIFE CENTER, RADIOLOGY, UROLOGY, DIAGNOSTIC SERVICES AND PHYSICAL THERAPY. PATIENTS ARE AT THE CENTER OF EVERYTHING DONE AT ALEGENT HEALTH-IMMANUEL MEDICAL CENTER.

    Expenses $165,183,875 · Grants $54,721 · Revenue $141,059,053

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

Listed in Part VII

  • John Petersdorf

    EX-OFFICIO BM/SYS SVP, OPERATIONAL FINANCE

    Total calculated
    $5,864,923
    From this org
    $0
    From related orgs
    $3,765,894
    Other
    $2,099,029
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $734,757 related
    Bonus
    $0 + $1,868,174 related
    Other
    $0 + $1,162,963 related
    Deferred
    $0 + $2,048,138 related
    Nontaxable benefits
    $0 + $50,891 related
    Filer's total
    $0 + $5,864,923 related
  • Tim Bricker

    EX-OFFICIO BM/REGIONAL PRESIDENT

    Total calculated
    $2,889,751
    From this org
    $0
    From related orgs
    $2,600,816
    Other
    $288,935
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,070,057 related
    Bonus
    $0 + $1,518,117 related
    Other
    $0 + $12,642 related
    Deferred
    $0 + $261,781 related
    Nontaxable benefits
    $0 + $27,154 related
    Filer's total
    $0 + $2,889,751 related
  • Ann Schumacher

    FORMER PRESIDENT - IMC

    Total calculated
    $1,228,791
    From this org
    $0
    From related orgs
    $1,206,821
    Other
    $21,970
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $255,369 related
    Bonus
    $0 + $173,447 related
    Other
    $0 + $778,005 related
    Deferred
    $0 + $12,959 related
    Nontaxable benefits
    $0 + $9,011 related
    Filer's total
    $0 + $1,228,791 related
  • Sahil Mullick

    HOSPITALIST

    Total calculated
    $464,953
    From this org
    $157
    From related orgs
    $404,695
    Other
    $60,101
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $157 + $403,780 related
    Bonus
    $0
    Other
    $0 + $915 related
    Deferred
    $0 + $20,325 related
    Nontaxable benefits
    $2 + $39,774 related
    Filer's total
    $159 + $464,794 related
  • Kirtibala Gupta MD

    BOARD SECRETARY/PHYSICIAN

    Total calculated
    $407,154
    From this org
    $0
    From related orgs
    $362,138
    Other
    $45,016
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,662 related
    Bonus
    $0
    Other
    $0 + $3,476 related
    Deferred
    $0 + $13,587 related
    Nontaxable benefits
    $0 + $31,429 related
    Filer's total
    $0 + $407,154 related
  • Heather Morgan MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $389,758
    From this org
    $0
    From related orgs
    $327,320
    Other
    $62,438
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,295 related
    Bonus
    $0
    Other
    $0 + $1,025 related
    Deferred
    $0 + $19,763 related
    Nontaxable benefits
    $0 + $42,675 related
    Filer's total
    $0 + $389,758 related
  • Cy Xayarath

    TRAVELER RN

    Total calculated
    $380,506
    From this org
    $2,048
    From related orgs
    $321,600
    Other
    $56,858
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $1,741 + $246,130 related
    Bonus
    $0 + $600 related
    Other
    $307 + $74,870 related
    Deferred
    $0 + $17,181 related
    Nontaxable benefits
    $82 + $39,595 related
    Filer's total
    $2,130 + $378,376 related
  • Nick O'Tool

    MARKET CFO

    Total calculated
    $346,543
    From this org
    $0
    From related orgs
    $293,806
    Other
    $52,737
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,064 related
    Bonus
    $0
    Other
    $0 + $742 related
    Deferred
    $0 + $17,277 related
    Nontaxable benefits
    $0 + $35,460 related
    Filer's total
    $0 + $346,543 related
  • Mark Cipolla

    FORMER HCE

    Total calculated
    $311,420
    From this org
    $0
    From related orgs
    $260,156
    Other
    $51,264
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $257,949 related
    Bonus
    $0 + $600 related
    Other
    $0 + $1,607 related
    Deferred
    $0 + $15,497 related
    Nontaxable benefits
    $0 + $35,767 related
    Filer's total
    $0 + $311,420 related
  • Matthew Walters

    FORMER HCE

    Total calculated
    $292,876
    From this org
    $0
    From related orgs
    $275,647
    Other
    $17,229
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,425 related
    Bonus
    $0 + $600 related
    Other
    $0 + $622 related
    Deferred
    $0 + $16,607 related
    Nontaxable benefits
    $0 + $622 related
    Filer's total
    $0 + $292,876 related
  • Diana Priddy

    TRAVELER RN

    Total calculated
    $267,939
    From this org
    $145,252
    From related orgs
    $109,215
    Other
    $13,472
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $114,630 + $86,362 related
    Bonus
    $0 + $600 related
    Other
    $30,622 + $22,253 related
    Deferred
    $0 + $13,166 related
    Nontaxable benefits
    $0 + $306 related
    Filer's total
    $145,252 + $122,687 related
  • Melissa Cockerham

    TRAVELER RN

    Total calculated
    $264,007
    From this org
    $35,188
    From related orgs
    $209,197
    Other
    $19,622
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $28,437 + $166,341 related
    Bonus
    $0 + $600 related
    Other
    $6,751 + $42,256 related
    Deferred
    $0 + $13,441 related
    Nontaxable benefits
    $920 + $5,261 related
    Filer's total
    $36,108 + $227,899 related
  • Anthony Ashby

    PRESIDENT, COO IMC

    Total calculated
    $263,629
    From this org
    $182,749
    From related orgs
    $43,069
    Other
    $37,811
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $182,373 + $42,890 related
    Bonus
    $0
    Other
    $376 + $179 related
    Deferred
    $0 + $5,552 related
    Nontaxable benefits
    $7,973 + $24,286 related
    Filer's total
    $190,722 + $72,907 related
  • Christine Kindell

    TRAVELER RN

    Total calculated
    $249,615
    From this org
    $57,460
    From related orgs
    $179,802
    Other
    $12,353
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $48,070 + $169,312 related
    Bonus
    $0 + $4,600 related
    Other
    $9,390 + $5,890 related
    Deferred
    $0 + $11,996 related
    Nontaxable benefits
    $0 + $357 related
    Filer's total
    $57,460 + $192,155 related
  • Cynthia Alloway

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 11 related
  • Kelly Bacon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 11 related
  • Kent Barney

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 11 related
  • Kate Cutler

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 11 related
  • Kevin Fitzgerald PhD

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 11 related
  • Sister Nadine Heimann Osf

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 11 related
  • Lg Searcey

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 11 related
  • Sister Maurita Soukup

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 11 related
  • Dave Taylor

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 11 related
  • Mardell Wilson EdD

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 11 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:
DURING THE CALENDAR YEAR 2024, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
PART I, LINE 4A:
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2024 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III): ANN SCHUMACHER, $769,085.
PART I, LINE 4B:
CERTAIN LISTED PERSONS PARTICIPATE IN THE COMMONSPIRIT HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), A NONQUALIFIED RETIREMENT PLAN DESIGNED TO PROVIDE DEFERRED COMPENSATION TO KEY EXECUTIVES WHO HAVE CONTRIBUTED MATERIALLY TO THE SUCCESS OF OUR MINISTRY. THE SERP IS INTENDED TO PROVIDE HIGHLY COMPENSATED INDIVIDUALS WITH ADDITIONAL RETIREMENT INCOME TO HELP OFFSET REGULATORY LIMITS IN PLACE ON QUALIFIED RETIREMENT PLANS AND SOCIAL SECURITY. EACH ANNUAL CONTRIBUTION IS SUBJECT TO A FOUR-YEAR VESTING OR RETENTION PERIOD. UPON COMPLETION OF THE APPLICABLE FOUR-YEAR RETENTION PERIOD FOR EACH ANNUAL CONTRIBUTION, VESTING WILL OCCUR, AND ANY ACCUMULATED BENEFIT UNDER THE PLAN WILL BE RECEIVED. ON THE FIRST DAY OF THE CALENDAR MONTH AFTER THE FOURTH ANNIVERSARY OF THE SERP BENEFIT, THE ANNUAL CONTRIBUTION AND ITS ASSOCIATED INVESTMENT GAINS OR LOSSES BECOME 100% VESTED. IN ADDITION, THE PARTICIPANT'S SERP BENEFIT BECOMES 100% VESTED UPON ANY OF THE FOLLOWING EVENTS: 1) REACHING THE AGE OF 65 (THE PLAN'S NORMAL RETIREMENT AGE), OR 2) DEATH, OR BECOME DISABLED UNDER THE LONG-TERM DISABILITY PLAN OR SOCIAL SECURITY. SHOULD EMPLOYMENT END FOR ANY REASON OTHER THAN TERMINATION WITH SEVERANCE, RETIREMENT AT AGE 65 OR OLDER, DISABILITY, OR DEATH, UNVESTED SERP FUNDS ARE FORFEITED. IF EMPLOYMENT IS TERMINATED WITH SEVERANCE, THE TERMS AND CONDITIONS OUTLINED WITHIN THE SERP, AND NOT THOSE OF ANY SEVERANCE AGREEMENT, WILL CONTROL AND GOVERN PAYMENT ENTITLEMENT UNDER THE SERP. CERTAIN ELIGIBLE LISTED PERSONS RECEIVED AN ADDITIONAL PAYMENT DURING 2024 DUE TO A DELAY IN THE START DATE OF THE SERP. CERTAIN LISTED PERSONS ARE ELIGIBLE TO PARTICIPATE IN THE CATHOLIC HEALTH INITIATIVES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR REGION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2024 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: ANN SCHUMACHER, $115. DUE TO THE "SUPER" VESTING RULES UNDER THE CATHOLIC HEALTH INITIATIVES DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2024 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2024, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: ANN SCHUMACHER, $6,247. CERTAIN LISTED PERSONS EMPLOYED BY DIGNITY HEALTH ARE ELIGIBLE TO PARTICIPATE IN NON-QUALIFIED 457(F) PLANS THAT ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE, AS REQUIRED BY THE IRS. THE 2007 EXECUTIVE DEFERRED COMPENSATION PLAN IS FOR EXECUTIVES HIRED PRIOR TO JUNE 30, 2006. THE BENEFIT IS INTENDED TO BRIDGE THE DIFFERENCE, IF ANY, BETWEEN THE BENEFIT PROVIDED UNDER THE DIGNITY HEALTH EXCESS BENEFIT PLAN HAD BENEFIT SERVICE NOT BEEN FROZEN AT JANUARY 1, 2008, AND THE BENEFITS PROVIDED FROM ALL OTHER QUALIFIED AND NON-QUALIFIED PLANS. BENEFITS VEST UNDER THIS 457(F) PLAN AT THE LATER OF THE DATE THE PARTICIPANT ATTAINS AGE 62 OR IS CREDITED WITH 15 YEARS OF SERVICE. THE 2010 EXECUTIVE DEFERRED COMPENSATION PLAN IS FOR CERTAIN OFFICERS AND KEY EMPLOYEES, PRIMARILY THOSE WHO ARE NOT ELIGIBLE TO PARTICIPATE IN THE DIGNITY HEALTH EXCESS BENEFIT PLAN OR THE 2007 EXECUTIVE DEFERRED COMPENSATION PLAN DESCRIBED ABOVE. THIS BENEFIT PROVIDES AN ANNUAL ACCRUAL OF 10% OF TOTAL COMPENSATION AND IS PAYABLE ANNUALLY ON JULY 1 ONCE VESTED, WHICH IS AGE 62 WITH 5 YEARS OF SERVICE. THE PLAN ALSO ALLOWS FOR SPECIAL AWARDS. PAYMENTS PURSUANT TO THE PLAN ARRANGEMENTS OCCURRED DURING 2024 INCLUDE J. PETERSDORF, $1,148,724.
PART II:
ALEGENT HEALTH - IMMANUEL MEDICAL CENTER FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2024.

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

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.

  • AMERICAN MERCY HOME CARE LLC

    N/A · HOME HEALTH · OH

  • ARIZONA CARE NETWORK - NEXT LLC

    N/A · CARE NETWORK · AZ

  • ARIZONA CARE NETWORK LLC

    N/A · CARE NETWORK · AZ

  • ARIZONA DIAGNOSTIC RADIOLOGY GROUP LLC

    N/A · IMAGING CENTER · DE

  • AUDUBON LAND COMPANY LLC

    N/A · REAL ESTATE · CO

  • BAPTIST DEACONESS MADISON HOME CARE LLC

    N/A · HOME HEALTH · KY

  • BAYLOR CHI ST LUKE'S HEALTH SERVICES LLC

    N/A · HEALTHCARE SERVICES · TX

  • BERGAN MERCY SURGERY CENTER LLC

    N/A · AMBUL SURG CTR · NE

  • BERYWOOD OFFICE PROPERTIES LLC

    N/A · HEALTHCARE SERVICES · TN

  • BIOLIFE DIGNITY HEALTH INTERNATIONAL LTD

    N/A · HEALTH SERVICES · CH

  • BLUEGRASS REGIONAL IMAGING CENTER

    N/A · DIAGNOSTIC SERVICES · KY

  • CBCC OUTSMARTING CANCER LLC

    N/A · RADIATION / ONCOLOGY · CA

  • CENTURA SUMMIT ORTHOPEDICS LLC

    N/A · DIAGNOSTIC SERVICES · CO

  • CHER LLC

    N/A · DIAGNOSTIC SERVICES · CO

  • CHICAMSURG SURGERY CENTERS LLC

    N/A · SURGERY CENTER · CO

  • COLORADO SPRINGS CK LEASING LLC

    N/A · REAL ESTATE · CO

  • COMMUNITY HEALTH AT HOME - INFUSION LLC

    N/A · HOME HEALTH · IN

  • COMMUNITY HEALTH AT HOME LLC

    N/A · HOME HEALTH · IN

  • COMMUNITY MERCY HOME CARE OF SPRINGFLD LLC

    N/A · HOME HEALTH · OH

  • DE JV LLC

    N/A · EMERGENCY CARE · NV

  • DEACONESS HOME HEALTH LLC

    N/A · HOME HEALTH · IN

  • DH GLOBAL EDUCATION LTD (AKA OPUSVI LTD)

    N/A · HEALTH SERVICES · UK

  • DH PACIFICLINKAGE HEALTH INT'L LTD

    N/A · HEALTH SERVICES · CH

  • DHHP SURGERY CENTERS LLC

    N/A · SURGERY · DE

  • DHRT HOLDINGS LLC

    N/A · HOLDING COMPANY · DE

  • DIGITAL MEDICAL IMAGING LLC

    N/A · IMAGING · CA

  • DIGNITY HEALTH AT HOME LLC

    N/A · DIAGNOSTIC SERVICES · DE

  • DIGNITY HOME RECOVERY CARE LLC

    N/A · HOME RECOVERY PROGRAM · DE

  • DIGNITYUSP LAS VEGAS SURGERY CENTERS LLC

    N/A · SURGERY · TX

  • DIGNITYUSP NORCAL SURGERY CENTERS LLC

    N/A · SURGERY · TX

  • DIGNITYUSP PHOENIX SURGERY CENTERS LLC

    N/A · SURGERY · TX

  • DIGNITYUSPJOHN MUIR EAST BAY SURG CTRS LLC

    N/A · SURGERY · TX

  • DIGNITY-ABRAZO HEALTH NETWORK LLC

    N/A · MANAGEMENT SERVICES · AZ

  • DOMINICAN MAGNETIC RESONANCE IMAGING CENTER

    N/A · IMAGING CENTER · CA

  • ECCS ACQUISITION COMPANY LLC

    N/A · AMBUL SURG CTR · CO

  • ENDOSCOPY CENTER OF ARKANSAS

    N/A · DIAGNOSTIC SERVICES · AR

  • FRANCISCAN MEDICAL PAVILION BONNEY LAKE LLC

    N/A · REAL ESTATE · WA

  • FRANCISCAN SPECIALTY CARE LLC

    N/A · DIAGNOSTIC SERVICES · WA

  • GO PHYSICAL THERAPY LLC

    N/A · PHYSICAL THERAPY · NE

  • GOOD SAMARITAN HOME CARE SVCS OF VINCENNE LLC

    N/A · HOME HEALTH · OH

  • HC SL VINTAGE I LLC

    N/A · PREPERTY HOLDING · WI

  • HEALTH AT HOME HOLDCO LLC

    N/A · HOME HEALTH · CO

  • HEALTHCARE SUPPORT SERVICES LLC

    N/A · INACTIVE · NE

  • HEARTLAND ONCOLOGY LLC

    N/A · ONCOLOGY · KS

  • INTUITIVE HEALTH OF PUGET SOUND LLC

    N/A · INACTIVE · WA

  • LAKESIDE AMBULATORY SURGICAL CENTER LLC

    N/A · AMBUL SURG CTR · NE

  • LAKESIDE ENDOSCOPY CENTER LLC

    N/A · ENDOSCOPY · NE

  • LEXINGTON MBO PARTNERS LTD

    N/A · REAL ESTATE · CO

  • LINCOLN CK LEASING LLC

    N/A · REAL ESTATE · NE

  • LONGMONT UNITED HOSPITAL ORTHOPEDIC AND SPINE

    N/A · ORTHOPEDIC SERVICES · CO

  • MEMORIAL MEDICAL PLAZA

    N/A · REAL ESTATE · CA

  • MOUNTAIN MEDICAL IMAGING LLC

    N/A · MEDICAL IMAGING · TX

  • NATIONAL PURCHASING PARTNERS LLC

    N/A · GROUP PURCHASING · WA

  • NEBRASKA SPINE HOSPITAL LLC

    N/A · SPINE HOSPITAL · NE

  • NEXIFY HEALTH PRIVATE LIMITED

    N/A · IT SERVICES · IN

  • NICU OPERATING CO OF SANTA CRUZ LLC

    N/A · NEONATAL HEALTHCARE · CA

  • NORTH RIVER SURGERY CENTER LLC

    N/A · AMBUL SURG CTR · AR

  • NORTHERN PLAINS LABORATORY LLC

    N/A · DIAGNOSTIC SERVICES · ND

  • NSC CHANNEL ISLANDS LLC

    N/A · AMBULATORY SURGICAL CENTER · CA

  • ORTHOCOLORADO LLC

    N/A · ORTHO HOSPITAL · CO

  • PARK RAPIDS AREA HEALTH CARE

    N/A · HEALTHCARE SERVICES · MN

  • PARKVIEW HEALTH AT HOME LLC

    N/A · HOME HEALTH · IN

  • PEAK ONE SURGERY CENTER LLC

    N/A · SURGERY CENTER · CO

  • PENINSULA RADIATION ONCOLOGY CENTER LLC

    N/A · HEALTHCARE SERVICES · WA

  • PENRAD IMAGING LLC

    N/A · MEDICAL IMAGING · CO

  • PLAZA SURGERY CENTER LP

    N/A · SURGERY · CA

  • PMC HOSPITAL LLC

    N/A · HOSPITAL · TX

  • PRECISION MEDICINE ALLIANCE LLC

    N/A · DIAGNOSTIC SERVICES · CO

  • RADIATION ONCOLOGY CENTERS OF VENTURA COUNTY

    N/A · IMAGING · CA

  • RBR MANAGEMENT LLC

    N/A · AMBULANCE · NV

  • REID-ANC HOME CARE SERVICES LLC

    N/A · HOME HEALTH · IN

  • SAINT JOSEPH - SCA HOLDINGS LLC

    N/A · INACTIVE · DE

  • SAINT JOSEPH HEALTH ASC LLC

    N/A · SURGERY · KY

  • SANTA CRUZ COMPREHENSIVE IMAGING LLC

    N/A · IMAGING · CA

  • SANTA CRUZ SURGERY CENTER LLC

    N/A · SURGERY · CA

  • SANTA MARIA MRI LLC

    N/A · IMAGING · CA

  • SEVEN OAKS SURGERY CENTER LLC

    N/A · SURGERY · CA

  • SOUTHEASTERN HOME CARE LLC

    N/A · HOME HEALTH · OH

  • ST JOSEPH'S SURGERY CENTER LP

    N/A · SURGERY · TX

  • ST ELIZABETH HOME CARE SERVICES LLC

    N/A · HOME HEALTH · KY

  • ST FRANCIS LAND COMPANY

    N/A · REAL ESTATE · CO

  • ST LUKE'S DIAGNOSTIC CATH LAB LLP

    N/A · DIAGNOSTIC SERVICES · TX

  • ST LUKE'S LAKESIDE HOSPITAL LLC

    N/A · HOSPITAL · TX

  • ST LUKE'S THE WOODLANDS SLEEP CENTER LLC

    N/A · DIAGNOSTIC SERVICES · TX

  • THE MEDICAL PAVILION AT ST JOHN'S

    N/A · REAL ESTATE · CA

  • THREE SPRING IMAGING LLC

    N/A · HEALTHCARE SERVICES · CO

  • TIA ARIZONA LLC

    N/A · CLINIC · AZ

  • TOPTOLIFE LLC

    N/A · RETAIL · CO

  • UCSF HEALTH- GOHEALTH URGENT CARE MGMT LLC

    N/A · MANAGEMENT SERVICES · DE

  • VALLEY PHYSICIANS SURGERY CENTER AT NORTHRIDGE LLC

    N/A · SURGERY · CA

Related corporations and trusts

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

  • ALEGENT HEALTHCREIGHTON ST JOSEPH MANAGED CARE SVCS INC

    C · MANAGED CARE · NE

  • ALLIANCE HEALTH PROVIDER OF BRAZOS VALLEY INC

    C · HEALTHCARE · TX

  • ALTERNATIVE INSURANCE MANAGEMENT SERVICE INC

    C · MANAGEMENT SERVICES · CO

  • BC HOLDING COMPANY INC

    C · INACTIVE · KY

  • BRAZOSPORT HEALTH ALLIANCE

    C · HEALTHCARE · TX

  • CATHOLIC HEALTH INITIATIVES CENTER FOR TRANSLATIONAL RESEARCH

    C · LAB SERVICES · CO

  • CENTER FOR INTEGRATIVE MEDICINE AT VIRGINIA MASON PC

    C · MEDICAL SERVICES · WA

  • CHI ST LUKE'S HEALTH - MEMORIAL CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOC · TX

  • COASTAL SURGICAL SPECIALISTS INC

    S · AMBULATORY SURGERY CENTER · CA

  • DIGNITY HEALTH HOLDING CORPORATION

    C · HOLDING CO · NV

  • DIGNITY HEALTH PROVIDER RESOURCES INC

    C · HEALTH PLAN · CA

  • DIVERSIFIED HEALTH RESOURCES INC

    C · HEALTHCARE · TX

  • FRANCISCAN SERVICES INC

    C · HOLDING CO · CO

  • GALLERIA PAVILION OWNERS' ASSOCIATION

    C · REAL ESTATE · NV

  • GOOD SAMARITAN OUTREACH SERVICES

    C · MEDICAL CLINIC · NE

  • HARVESTPLAINS HEALTH OF IOWA

    C · INACTIVE · WA

  • HEALTH AT HOME BLOCKER LLC

    C · HOME HEALTH · CO

  • HEALTH SERVICES OF THE PACIFIC CENTRAL COAST INC

    C · HEALTH SERVICES · DE

  • HEALTH SYSTEMS ENTERPRISES INC

    C · INACTIVE · NE

  • HEALTHCARE MGMT SERVICES ORGANIZATION INC

    C · INACTIVE · WA

  • HIGHLINE MEDICAL GROUP

    C · MEDICAL SERVICES · WA

  • MEDICAL OFFICE BUILDING HORIZONTAL PROPERTY REGIME INC

    C · REAL ESTATE · AR

  • MEDQUEST

    C · SALE OF DME · ND

  • MEMORIAL CV SERVICE LINE MANAGEMENT COMPANY LLC

    C · INACTIVE · TX

  • MERCY SERVICES CORP

    C · INACTIVE · OR

  • MHI CLINICAL SERVICES

    C · HEALTHCARE · TX

  • MILLENNIUM SURGERY CENTER INC

    S · OUTPATIENT SURGERY SERVICES · CA

  • MOUNTAIN MANAGEMENT SERVICES INC

    C · MANAGEMENT SERVICES · TN

  • NORTH CENTRAL HEALTH CARE ALLIANCE

    C · HEALTHCARE · ND

  • NORTHLAND MANAGEMENT SERVICES INC

    C · MEDICAL EQUIPMENT · ND

  • QUALCHOICE HEALTH PLAN SERVICES INC

    C · ADMIN SERVICES · CO

  • QUALCHOICE HEALTH INC

    C · HOLDING CO · CO

  • RIVERLINK HEALTH

    C · INSURANCE · OH

  • ROSS PARK PHARMACY INC

    C · PHARMACY · OH

  • SAINT CLARE'S PRIMARY CARE INC

    C · INACTIVE · NJ

  • SJH SERVICES CORPORATION

    C · INACTIVE · CO

  • SJL PHYSICIAN MANANGEMENT SERVICES INC

    C · INACTIVE · KY

  • ST MARY HEALTH VENTURES INC

    C · RETAIL PHARMACY · CA

  • ST ANTHONY DEVELOPMENT COMPANY

    C · ATHLETIC CLUB · OR

  • ST JOSEPH DEVELOPMENT COMPANY INC

    C · RENTAL · WA

  • ST LUKE'S HEALTH SYSTEM HOLDINGS INC

    C · HOLDING CO · TX

  • ST VINCENT COMMUNITY HEALTH SERVICES INC

    C · HEALTHCARE · AR

  • STE HOLDINGS

    C · HOLDING CO · NE

  • STRATEGIC AND PHYSICIANS INSURANCE LTD

    C · CAPTIVE INSURANCE · CJ

  • TOWSON MANAGEMENT INC

    C · INACTIVE · MD

  • TRINITY MANAGEMENT SERVICES ORGANIZATION

    C · MGMT SERVICES · OH

  • UNITED MEDICAL BUILDING CONDOMINIUM ASSOCIATION

    C · REAL ESTATE · CO

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202601339349303265

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