Skip to content
Nonprofiteer
← COREWELL HEALTH

Form 990 for tax year 2024

Filed by COREWELL HEALTH.

Totals

Total revenue
$6,955,549
Total expenses
$2,201,333
Contributions and grants received
$1,029,485
Grants paid
$1,017,332
Program service revenue
$0
Investment income
$6,099,971
Other revenue
-$173,907
Total assets, end of year
$35,774,838
Total liabilities, end of year
$118,975
Net assets or fund balances, end of year
$35,655,863
Program services expenses (Part IX)
$2,182,707
Management and general expenses
$18,626
Fundraising expenses
$0
Program service expenses (Part III)
$2,182,707

Program services were 99.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALBERTINA JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANN CAMPBELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANNA MURPHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRITTANY GRASLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CATIE BROWN-BUSCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANA WALES

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DATHAN LUMPKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID EIFLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBRA JOHNSON

    DIRECTOR

    Total calculated
    $250,954
    From this org
    $0
    From related orgs
    $226,562
    Other
    $24,392
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,758 related
    Bonus
    $0 + $20,172 related
    Other
    $0 + $5,632 related
    Deferred
    $0 + $10,652 related
    Nontaxable benefits
    $0 + $13,740 related
    Filer's total
    $0 + $250,954 related

  • DENNIS SZYMANSKI MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREGORY KELLOGG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HEATHER LALLO

    DIRECTOR/TREASURER

    Total calculated
    $447,047
    From this org
    $0
    From related orgs
    $395,176
    Other
    $51,871
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,681 related
    Bonus
    $0 + $63,037 related
    Other
    $0 + $4,458 related
    Deferred
    $0 + $19,759 related
    Nontaxable benefits
    $0 + $32,112 related
    Filer's total
    $0 + $447,047 related

  • JAMES CLEVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JERRY FRENCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LOREN B HAMEL MD

    DIRECTOR PY

    Total calculated
    $1,526,281
    From this org
    $0
    From related orgs
    $1,492,259
    Other
    $34,022
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,436 related
    Bonus
    $0 + $511,611 related
    Other
    $0 + $575,212 related
    Deferred
    $0 + $17,231 related
    Nontaxable benefits
    $0 + $16,791 related
    Filer's total
    $0 + $1,526,281 related

  • MARK WEBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MELINDA GRUBER

    DIRECTOR

    Total calculated
    $365,443
    From this org
    $0
    From related orgs
    $324,432
    Other
    $41,011
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,898 related
    Bonus
    $0 + $33,256 related
    Other
    $0 + $26,278 related
    Deferred
    $0 + $17,235 related
    Nontaxable benefits
    $0 + $23,776 related
    Filer's total
    $0 + $365,443 related

  • MICHAEL BIRKHOLM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATALIE BAGGIO

    DIRECTOR PY

    Total calculated
    $673,399
    From this org
    $0
    From related orgs
    $590,543
    Other
    $82,856
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $462,477 related
    Bonus
    $0 + $49,545 related
    Other
    $0 + $78,521 related
    Deferred
    $0 + $67,792 related
    Nontaxable benefits
    $0 + $15,064 related
    Filer's total
    $0 + $673,399 related

  • RANDY HENDRIXSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBIN CURTIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT GEIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHANE SHIDLER

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • SHERRY WALES

    DIRECTOR

    Total calculated
    $11,586
    From this org
    $0
    From related orgs
    $11,586
    Other
    $0
    Hours/week
    1 + 50 related

  • SOROYA PIERRE-VANARTSEN

    DIRECTOR/PRESIDENT

    Total calculated
    $351,613
    From this org
    $0
    From related orgs
    $308,454
    Other
    $43,159
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $249,243 related
    Bonus
    $0 + $31,571 related
    Other
    $0 + $27,640 related
    Deferred
    $0 + $11,668 related
    Nontaxable benefits
    $0 + $31,491 related
    Filer's total
    $0 + $351,613 related

  • TAMARA PHILLIPPE

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • WENDY EDWARDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINA FREESE DECKER

    CEO

    Total calculated
    $6,952,800
    From this org
    $0
    From related orgs
    $5,453,830
    Other
    $1,498,970
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,489,108 related
    Bonus
    $0 + $2,726,865 related
    Other
    $0 + $237,857 related
    Deferred
    $0 + $1,462,145 related
    Nontaxable benefits
    $0 + $36,825 related
    Filer's total
    $0 + $6,952,800 related

  • MATTHEW COX

    CFO

    Total calculated
    $3,081,750
    From this org
    $0
    From related orgs
    $2,523,615
    Other
    $558,135
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,237,492 related
    Bonus
    $0 + $1,186,309 related
    Other
    $0 + $99,814 related
    Deferred
    $0 + $520,376 related
    Nontaxable benefits
    $0 + $37,759 related
    Filer's total
    $0 + $3,081,750 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
THE FILING ORGANIZATION RELIED UPON A RELATED ORGANIZATION WHO UTILIZED THE FOLLOWING PROCESS IN DETERMINATION OF THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. THE COREWELL HEALTH BOARD OF DIRECTORS (THROUGH ITS COMPENSATION COMMITTEE) USES THE FOLLOWING PROCESS FOR DETERMINING COMPENSATION OF THE TOP MANAGEMENT OFFICIALS, OTHER OFFICERS, AND KEY EMPLOYEES AT COREWELL HEALTH. LABOR MARKET DATA REFLECTING COMPARABLE ORGANIZATIONS AND JOBS (PREPARED BY INDEPENDENT FIRMS) ARE RELIED UPON IN SETTING COMPENSATION LEVELS. COMPETITIVE ASSESSMENT REPORTS ARE PROVIDED TO THE COMPENSATION COMMITTEE IN ADVANCE OF MEETINGS. THE COMPETITIVE ASSESSMENT REPORT IS PREPARED BY A NATIONALLY KNOWN INDEPENDENT EXECUTIVE COMPENSATION FIRM. THE FOLLOWING SURVEYS, PREPARED BY INDEPENDENT FIRMS, WERE THE PRIMARY SOURCES REFERENCED TO OBTAIN COMPARABLE MARKET DATA FOR THE REVIEW: SULLIVANCOTTER, INC: 2024 HEALTH CARE MANAGEMENT AND EXECUTIVE COMPENSATION SURVEY SULLIVANCOTTER, INC: 2024 HEALTH PLAN MANAGEMENT AND EXECUTIVE COMPENSATION SURVEY SULLIVANCOTTER, INC: 2024 MEDICAL GROUP EXECUTIVE COMPENSATION SURVEY MERCER: 2024 IHN HEALTHCARE COMPENSATION SURVEY MERCER: 2024 IHP HEALTH PLAN COMPENSATION SURVEY GALLAGHER: 2023 NATIONAL HEALTHCARE LEADERSHIP COMPENSATION SURVEY IN ADDITION, ONE GENERAL INDUSTRY SURVEY WAS REFERENCED FOR SELECT POSITIONS: MERCER: 2023 US EXECUTIVE REMUNERATION SUITE IN ADDITION TO THE ABOVE DATA SOURCES, THE COMPENSATION COMMITTEE APPROVES A CUSTOM PEER GROUP OF HIGH PERFORMING INTEGRATED HEALTH SYSTEMS TO ENSURE ROBUST DATA AND A RELEVANT COMPARATOR MARKET EACH YEAR. THE PEER GROUP ORGANIZATIONS ARE APPROVED BY THE COMPENSATION COMMITTEE AND CONSISTS OF HEALTHCARE SYSTEMS SIMILAR IN REVENUE SIZE, TALENT MARKET COMPETITION, HIGH PERFORMANCE, FINANCIAL STABLE AS INDICATED BY BOND RATING, AND THAT FOLLOW A SIMILAR STRATEGY (MULTI-SITE SYSTEMS, HEALTH PLANS). COMPARATIVE DATA FOR THE APPROVED PEER GROUP IS COMPILED BY THE INDEPENDENT EXECUTIVE COMPENSATION CONSULTING FIRM. COMPENSATION ADJUSTMENTS ARE APPROVED BY COMPENSATION COMMITTEE MEMBERS, CONSISTENT WITH THE COREWELL HEALTH COMPENSATION PHILOSOPHY DESCRIBED BELOW. MINUTES OF COMMITTEE DISCUSSIONS AND DECISIONS ARE PREPARED TO MEMORIALIZE COMPENSATION COMMITTEE DECISIONS BASED UPON THE ABOVE DATA. COMPENSATION DATA RELIED UPON BY THE COMPENSATION COMMITTEE IS NATIONAL AND REFLECTS TOTAL COMPENSATION PAID TO EXECUTIVES IN COMPARABLE JOBS IN COMPARABLY SIZED HEALTH CARE AND/OR HEALTH INSURANCE ORGANIZATIONS. COREWELL HEALTH RECRUITS NATIONALLY FOR ITS EXECUTIVES. BENEFITS DATA REFLECTS NATIONAL HEALTH CARE/HEALTH INSURANCE MARKET PRACTICES. THIS PROCESS IS INTENDED TO ASSIST COREWELL HEALTH IN QUALIFYING FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS (INTERMEDIATE SANCTIONS REGULATIONS). THE OPINION SUBMITTED FROM THE THIRD-PARTY INDEPENDENT CONSULTING FIRM IS IN ACCORDANCE WITH THE PROVISIONS OF TREASURY REGULATIONS SECTION 53.4958-6(C)(2) AND IS ALSO INTENDED TO SATISFY THE PROFESSIONAL ADVICE REQUIREMENT OF TREASURY REGULATIONS SECTION 53.4958-1(D)(4)(III).
Part I, Lines 4a-b
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS: LOREN B. HAMEL MD $353,548 THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: CHRISTINA FREESE DECKER $1,449,979 LOREN B. HAMEL MD $438,838 MATTHEW COX $470,111 MELINDA GRUBER $24,943 NATALIE BAGGIO $40,227 SOROYA PIERRE-VANARTSEN $26,319 LINE 4B IS ANSWERED YES BECAUSE CERTAIN INDIVIDUALS DO PARTICIPATE IN SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN(S). SOME INDIVIDUALS RECEIVED DISTRIBUTIONS DURING THE YEAR (AS REPORTED ON THIS LINE) WHEREAS OTHERS PARTICIPATED IN THE PLAN(S) BUT DID NOT RECEIVE DISTRIBUTIONS. DISTRIBUTIONS REPORTED ON THIS LINE ARE ALSO INCLUDED IN PART II, COLUMN F AS COMPENSATION REPORTED IN A PRIOR YEAR WHILE ALSO BEING REPORTED IN THE CURRENT 990 AS TOTAL COMPENSATION. THE NONQUALIFIED RETIREMENT PLANS ARE AN INDUSTRY STANDARD AND ARE SUBJECT TO THE FUNDING REQUIREMENTS OF NONQUALIFIED DEFERRED COMPENSATION PLANS UNDER ERISA AND FEDERAL TAX REGULATIONS.
PART II
COMPENSATION REPORTED IS PRIMARILY FOR PROFESSIONAL RESPONSIBILITIES AS PHYSICIANS, ADMINISTRATORS, OR EMPLOYEES OF RELATED ORGANIZATIONS OF THE HEALTH SYSTEM.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202533219349304588

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

The source document this was parsed from is served over the API, which is where bulk and document access live.