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Nonprofiteer
← SCL HEALTH RESEARCH INSTITUTE INC

Form 990 for tax year 2022

Filed by SCL HEALTH RESEARCH INSTITUTE INC.

Totals

Total revenue
$2,841,351
Total expenses
$2,543,844
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,841,351
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,778,254
Total liabilities, end of year
$1,559,044
Net assets or fund balances, end of year
$219,210
Program services expenses (Part IX)
$2,109,166
Management and general expenses
$434,678
Fundraising expenses
$0
Program service expenses (Part III)
$2,109,166

Program services were 82.9% 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.

  • 2a · Program service revenue: MEDICAL RESEARCH

    total $2,841,351 · related or exempt $2,841,351

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $131,517 · program services $111,474 · management and general $20,043

  • 7 · Other salaries and wages

    total $1,515,109 · program services $1,284,354 · management and general $230,755

  • 8 · Pension plan contributions

    total $17,201 · program services $56,552 · management and general -$39,351

  • 9 · Other employee benefits

    total $201,283 · program services $173,846 · management and general $27,437

  • 10 · Payroll taxes

    total $108,349 · program services $92,111 · management and general $16,238

  • 11g · Fees: other

    total $441,315 · program services $388,871 · management and general $52,444

  • 13 · Office expenses

    total $4,189 · program services $4,111 · management and general $78

  • 17 · Travel

    total $45,229 · program services $42,232 · management and general $2,997

  • 19 · Conferences, conventions and meetings

    total $5,170 · program services $2,361 · management and general $2,809

  • 23 · Insurance

    total -$56,818 · program services -$56,818

  • 24a · Other expenses: SHARED SERVICES - HR

    total $82,836 · program services $0 · management and general $82,836

  • 24b · Other expenses: SHARED SERVICES - FINAN

    total $21,784 · program services $0 · management and general $21,784

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $8,048 · program services $8,048 · management and general $0

  • 24d · Other expenses: SHARED SERVICES - LEGAL

    total $7,849 · program services $0 · management and general $7,849

  • 24e · All other expenses

    total $10,783 · program services $2,024 · management and general $8,759

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $2,099,896 · end of year $1,719,644

  • 9 · Prepaid expenses and deferred charges

    beginning of year $46,814 · end of year $58,610

  • 17 · Accounts payable and accrued expenses

    beginning of year $270,688 · end of year $95,613

  • 25 · Other liabilities

    beginning of year $1,954,319 · end of year $1,463,431

  • 27 · Net assets without donor restrictions

    beginning of year -$78,297 · end of year $219,210

Mission and programs · 2022

Mission

HELPING PEOPLE LIVE THE HEALTHIEST LIVES POSSIBLE.

Activities or mission (Part I)

SCL HEALTH RESEARCH INSTITUTE, INC. IS A MEDICAL RESEARCH INSTITUTE DIRECTLY ENGAGED IN THE ACTIVE CONDUCT OF MEDICAL RESEARCH IN CONJUNCTION WITH, AND IN SUPPORT OF THE CHARITABLE PURPOSES OF SCL HEALTH AND ITS CARE SITES. SCL HEALTH RESEARCH INSTITUTE, INC.'S MISSION IS HELPING PEOPLE LIVE THE HEALTHIEST LIVES POSSIBLE.

  • SCL HEALTH RESEARCH INSTITUTE, INC. IS A MEDICAL RESEARCH ORGANIZATION WHICH IS DIRECTLY ENGAGED IN THE CONTINUOUS ACTIVE CONDUCT OF MEDICAL RESEARCH IN CONJUNCTION WITH ONE OR MORE HOSPITALS. THE SOLE MEMBER OF THE ORGANIZATION IS SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCL HEALTH).THE ACTIVITIES OF SCL HEALTH RESEARCH INSTITUTE, INC. ARE DEVOTED SOLELY TO THE FOLLOWING:1. SERVE AS THE RESEARCH FUNCTION FOR SCL HEALTH IN SUPPORT OF ITS CHARITABLE PURPOSES.2. CONDUCT CLINICAL RESEARCH AT SCL HEALTH'S HOSPITALS, REPORTING TO THE QUALITY COMMITTEE OF THE SCL HEALTH BOARD OF DIRECTORS, WHICH OVERSEES THE RESEARCH FUNCTION AT ALL SCL HEALTH HOSPITALS ON BEHALF OF THE SCL HEALTH BOARD OF DIRECTORS.3. PROVIDE AND/OR ENSURE THERE IS SUFFICIENT STAFFING, OVERSIGHT, MANAGEMENT/STUDY SUPPORT AT EACH OF THE SCL HEALTH HOSPITALS.4. ENSURE REGULATORY COMPLIANCE WITH FDA AND OTHER FEDERAL AND STATE LAWS AND REGULATIONS GOVERNING CLINICAL RESEARCH.5. OPERATE A CENTRAL INSTITUTIONAL RESEARCH BOARD TO SERVE AS THE REGULATORY OVERSIGHT BODY FOR CLINICAL RESEARCH STUDIES PERFORMED AT SCL HEALTH HOSPITALS.

    Expenses $2,109,166 · Revenue $2,841,351

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

Listed in Part VII

  • Shawn Dufford MD

    DIRECTOR 1/1-4/15/22

    Total calculated
    $1,359,739
    From this org
    $0
    From related orgs
    $1,250,773
    Other
    $108,966
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,503 related
    Bonus
    $0 + $188,445 related
    Other
    $0 + $848,825 related
    Deferred
    $0 + $92,388 related
    Nontaxable benefits
    $0 + $16,578 related
    Filer's total
    $0 + $1,359,739 related

  • Bryan Johnson

    CHAIR

    Total calculated
    $842,946
    From this org
    $0
    From related orgs
    $635,785
    Other
    $207,161
    Hours/week
    3 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $457,894 related
    Bonus
    $0 + $141,306 related
    Other
    $0 + $36,585 related
    Deferred
    $0 + $181,461 related
    Nontaxable benefits
    $0 + $25,700 related
    Filer's total
    $0 + $842,946 related

  • Amy Church

    SECRETARY

    Total calculated
    $754,417
    From this org
    $0
    From related orgs
    $622,413
    Other
    $132,004
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $481,761 related
    Bonus
    $0 + $117,839 related
    Other
    $0 + $22,813 related
    Deferred
    $0 + $130,189 related
    Nontaxable benefits
    $0 + $1,815 related
    Filer's total
    $0 + $754,417 related

  • Laura Wightman

    VICE CHAIR 1/1-5/2/22

    Total calculated
    $734,052
    From this org
    $0
    From related orgs
    $678,322
    Other
    $55,730
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,276 related
    Bonus
    $0 + $117,216 related
    Other
    $0 + $422,830 related
    Deferred
    $0 + $47,583 related
    Nontaxable benefits
    $0 + $8,147 related
    Filer's total
    $0 + $734,052 related

  • Michael Skehan

    DIRECTOR 1/1-9/2/22

    Total calculated
    $512,061
    From this org
    $0
    From related orgs
    $434,952
    Other
    $77,109
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,254 related
    Bonus
    $0 + $107,589 related
    Other
    $0 + $59,109 related
    Deferred
    $0 + $62,867 related
    Nontaxable benefits
    $0 + $14,242 related
    Filer's total
    $0 + $512,061 related

  • Jennifer Davenport

    DIRECTOR

    Total calculated
    $506,800
    From this org
    $0
    From related orgs
    $391,905
    Other
    $114,895
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $319,212 related
    Bonus
    $0 + $71,027 related
    Other
    $0 + $1,666 related
    Deferred
    $0 + $94,788 related
    Nontaxable benefits
    $0 + $20,107 related
    Filer's total
    $0 + $506,800 related

  • Alan Miller MD

    DIRECTOR 1/1-3/16/22

    Total calculated
    $432,843
    From this org
    $0
    From related orgs
    $413,788
    Other
    $19,055
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,716 related
    Bonus
    $0 + $62,916 related
    Other
    $0 + $152,156 related
    Deferred
    $0 + $8,031 related
    Nontaxable benefits
    $0 + $11,024 related
    Filer's total
    $0 + $432,843 related

  • Deborah Simmen

    DIRECTOR 1/1-10/21/22

    Total calculated
    $275,819
    From this org
    $0
    From related orgs
    $238,121
    Other
    $37,698
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $175,366 related
    Bonus
    $0 + $42,630 related
    Other
    $0 + $20,125 related
    Deferred
    $0 + $29,669 related
    Nontaxable benefits
    $0 + $8,029 related
    Filer's total
    $0 + $275,819 related

  • Katie Tiernan Johnson

    DIRECTOR

    Total calculated
    $237,334
    From this org
    $0
    From related orgs
    $205,046
    Other
    $32,288
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,210 related
    Bonus
    $0 + $35,379 related
    Other
    $0 + $457 related
    Deferred
    $0 + $21,209 related
    Nontaxable benefits
    $0 + $11,079 related
    Filer's total
    $0 + $237,334 related

  • Cheryl Sampson

    VP RESEARCH 1/1-2/3/22

    Total calculated
    $131,517
    From this org
    $0
    From related orgs
    $104,359
    Other
    $27,158
    Hours/week
    50

  • James Finigan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jaime Walkowiak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pete Watson

    DIRECTOR

    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, 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

  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 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 A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCL HEALTH). COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SCL HEALTH 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 TO COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT. 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. CONSISTENT WITH THE PAY PHILOSOPHY SET BY INTERMOUNTAIN HEALT CARE, INC.'S BOARD, THE COMMITTEE EMPHASIZES THE IMPORTANCE OF ENSURING TOTAL REMUNERATION IS REASONABLE AND APPROPRIATE WHEN REVIEWING AND MAKING RECOMMENDATIONS WITH RESPECT TO COMPENSATION PACKAGES FOR THE OFFICERS AND SENIOR MANAGEMENT. 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) WRITTEN EMPLOYMENT CONTRACTS 5) COMPENSATION SURVEYS AND STUDIES 6) 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 FORMER EMPLOYEES. THE INDIVIDUALS AND THE AMOUNTS PAID FOR SEVERANCE IN 2022 WERE: SHAWN DUFFORD - $400,522, ALAN MILLER - $149,999, LAURA WIGHTMAN - $233,910. 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 COST 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 PRIOR TO 2014 PRIOR TO 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 5 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN AFTER DECEMBER 31, 2013. FOR AMOUNTS CONTRIBUTED TO THE NQDC SERP PLAN PRIOR TO 2014, VESTED AMOUNTS ARE PAYABLE UPON THE END OF EMPLOYMENT. THE VESTED AMOUNTS WITHDRAWN INCLUDE AMOUNTS PREVIOUSLY TAXED TO THE RECIPIENT AND AMOUNTS TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE RECIPIENT'S W-2. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. IN 2019, THE RELATED ORGANIZATION CONSOLIDATED FOUR NON QUALIFED DEFERRED COMPENSATION PLANS INTO ONE PLAN. AS PART OF THIS EFFORT, ALL VESTED BALANCES FROM THE SERP PLANS PRIOR TO 2014 WERE PAID TO THE PARTICIPANTS IN 2020. THERE ARE NO REMAINING PARTICIPANTS IN THE LEGACY PLANS. 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. STARTING IN 2014, FOR CONTRIBUTIONS TO THE NQDC SERP PLAN, CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2022. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT. 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 2022 WERE: AMY CHURCH - $22,099, SHAWN DUFFORD - $324,506, BRYAN JOHNSON - $32,319, MICHAEL SKEHAN - $45,184, DEBORAH SIMMEN - $18,273, CHERYL SAMPSON - $22,474, LAURA WIGHTMAN - $115,968. IN ACCORDANCE WITH THE REQUIREMENTS OF SCHEDULE J, DEFERRED COMPENSATION EARNED OVER THE VESTING PERIOD IS REPORTED IN COLUMN C AND ANY AMOUNTS VESTED/PAID FROM A DEFERRED COMPENSATION PLAN ARE REPORTED IN COLUMN B(III). THUS, THE SAME AMOUNT WOULD BE REPORTED TWICE (FIRST WHEN IT ACCRUED DURING THE VESTING PERIOD AND AGAIN WHEN IT IS VESTED/PAID). THIS RESULTS IN THE APPEARANCE OF CERTAIN EXECUTIVES RECEIVING MORE THAN THEY ARE ACTUALLY PAID FROM THE DEFERRED COMPENSATION PLANS. COLUMN F IS INTENDED TO RECONCILE THIS DUPLICATION (BY REPORTING AMOUNTS INCLUDED IN COLUMN B(III) THAT HAD BEEN REPORTED AS DEFERRED COMPENSATION ON A SCHEDULE J FOR A PREVIOUS YEAR). HOWEVER, THE SIGNIFICANCE OF THE AMOUNTS LISTED IN COLUMN F IS OFTEN OVERLOOKED AND GIVEN THE COMPLEXITY OF THE SCHEDULE J REPORTING REQUIREMENTS, THE AMOUNTS SHOWN ARE EASILY MISUNDERSTOOD. TO DETERMINE TOTAL AMOUNT EARNED (RATHER THAN THE AMOUNT VESTED/PAID OUT) DURING THE YEAR, SUBTRACT THE AMOUNT IN COLUMN F FROM COLUMN E.
PART I, LINE 7
OTHER NON-FIXED PAYMENTS THE AT-RISK COMPENSATION (ARC) PLAN WAS ESTABLISHED TO ENABLE SCL HEALTH TO ATTRACT AND ENGAGE QUALIFIED LEADERS AND TO PROVIDE SUCH LEADERS WITH AN ADDITIONAL PERFORMANCE COMPENSATION OPPORTUNITY TO PROMOTE AND FURTHER ITS CHARITABLE MISSION AND STRATEGIC IMPERATIVES. THE PLAN OPERATES ON A CALENDAR-YEAR BASIS AND AWARD OPPORTUNITIES ARE A PERCENTAGE OF LEADERS' BASE PAY AS DETERMINED BY THEIR MANAGEMENT LEVEL AT SCL HEALTH. ACTUAL AWARDS WILL BE PAID OUT BASED ON ATTAINMENT OF SELECTED SCL HEALTH BOARD-APPROVED GOALS, INCLUDING EBIDA (EARNINGS BEFORE INTEREST, DEPRECIATION AND AMORTIZATION), STEWARDSHIP, QUALITY, PATIENT AND ASSOCIATE SAFETY, AND PATIENT EXPERIENCE AND FULFILLMENT OF OUR MISSION. AWARDS ARE BASED ON THE BOARD'S DETERMINATION ON HOW WELL THE HEALTH CARE SYSTEM PERFORMS RELATIVE TO THE PLAN'S STATED PERFORMANCE STANDARDS AND THE WEIGHT GIVEN TO EACH OF THE PERFORMANCE MEASURES AS DEFINED FOR THAT PLAN YEAR. THE AT RISK COMPENSATION PLAN SHALL BE INTERPRETED, APPLIED AND ADMINISTERED AT ALL TIMES IN ACCORDANCE WITH CODE SECTION 409A AND GUIDANCE ISSUED THEREUNDER. THE HEALTH CARE SYSTEM RESERVES THE RIGHT TO AMEND OR TERMINATE THIS PLAN AT ANY TIME FOR ANY REASON.
ADDITIONAL OFFICER AND BOARD DISCLOSURES
ON APRIL 1, 2022, INTERMOUNTAIN HEALTH CARE, INC. AND SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCL HEALTH) MERGED, 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 NEARLY 60,000 CAREGIVERS, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH AND IDAHO. 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.

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

    OP ENDOSCOPY · CO

  • SCLTDI JV LLC

    RADIOLOGY · DE

  • ATHLETIC MEDICINE & PERFORMANCE LLC (SVB IS PARTNER)

    PHYSICAL THERAPY · MT

  • SUMMIT SURGERY CENTER LLC

    OP SURGERY · MT

  • GRAND VALLEY SURGICAL CENTER LLC

    OP SURGERY · CO

  • HEALTHCARE MANAGEMENT LLC

    MANAGEMENT SERVICES · CO

  • MONUMENT HEALTH LLC

    HEALTH CARE NETWORK · CO

  • PAVILION IMAGING LLC

    RADIOLOGY · CO

  • SAN JUAN CANCER CENTER LLC

    OP CANCER · CO

  • CAREFLIGHT OF THE ROCKIES LLC

    MEDICAL AIR TRANSPORT · CO

  • MED-MAP LLC

    RENTAL REAL ESTATE · MT

  • YELLOWSTONE SURGERY CENTER LLC

    OP SURGERY · MT

  • GALLATIN VALLEY SURGERY CENTER LLC

    OP SURGERY · MT

  • FIRST FLIGHT OF WYOMING LLC

    MEDICAL AIR TRANSPORT · CO

  • MCKAY DEE SURGICAL CENTER LLC

    OP 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

    OP SURGERY · UT

  • ST GEORGE SURGERY CENTER LLC

    OP SURGERY · UT

  • SALTZER ASC TEN MILE LLC

    OP SURGERY · ID

  • NORTHPOINTE SURGICAL CENTER LLC

    OP SURGERY · UT

  • HW AE CO-INVESTMENT PARTNERS LP

    INVESTMENTS · DE

  • PERFORMANCE EQUITY GROWTH OPPORTUNITIES FUND LP

    INVESTMENTS · DE

  • MURRAY SURGERY CENTER LLC

    OP SURGERY · UT

  • PROVO SURGERY CENTER LLC

    OP SURGERY · UT

  • SARATOGA SPRINGS SURGERY CENTER LLC

    OP SURGERY · UT

  • PARK CITY SURGERY CENTER LLC

    OP SURGERY · UT

  • PARK CITY SURGICAL CENTER REAL ESTATE LLC

    OP SURGERY · UT

  • CDHC 3 LLC

    INVESTMENTS · UT

  • ARK GLOBAL EMERGING COMPANIES LP

    INVESTMENTS · UT

Related corporations and trusts

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

  • CARITAS INC AND SUBSIDIARIES

    C · HEALTHCARE · KS

  • WEST END ASSOCIATION INC

    C · REAL ESTATE MANAGEMENT · MT

  • LEAVEN INSURANCE COMPANY LTD

    C · INSURANCE · CJ

  • ROCKY MOUNTAIN ACCOUNTABLE HEALTH NETWORK INC

    C · HEALTHCARE · MT

  • SELECTHEALTH BENEFIT ASSURANCE COMPANY

    C · DELIVERY OF HEALTH BENEFITS · UT

  • HEALTHCARE CAPTIVE INSURANCE COMPANY

    C · INSURANCE · AZ

  • NAVICAN GENOMICS INC

    C · CANCER TREATMENT · DE

  • ALLUCEO INC

    C · MENTAL HEALTH INTEGRATION SERVICES · DE

  • SALTZER MEDICAL GROUP INC

    C · MEDICAL SERVICES · ID

  • CLASSIC MEDICAL INC

    C · AIRCRAFT HOLDING COMPANY · UT

  • CLASSIC HELICOPTERS INC

    C · AIRCRAFT HOLDING COMPANY · UT

  • CULMINATION BIO INC

    C · BIOREPOSITORY · DE

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202343049349300249

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