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Nonprofiteer
← SSM HEALTH CARE OF OKLAHOMA INC

Form 990 for tax year 2023

Filed by SSM HEALTH CARE OF OKLAHOMA INC.

Totals

Total revenue
$1,066,559,255
Total expenses
$1,018,287,789
Contributions and grants received
$2,233,921
Grants paid
$1,260,749
Program service revenue
$1,052,446,135
Investment income
$5,742,052
Other revenue
$6,137,147
Total assets, end of year
$505,793,989
Total liabilities, end of year
$477,894,995
Net assets or fund balances, end of year
$27,898,994
Program services expenses (Part IX)
$915,638,380
Management and general expenses
$102,649,409
Fundraising expenses
$0
Program service expenses (Part III)
$915,638,380

Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • IFTIKHAR AHMAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PAIGE BASS

    DIRECTOR, CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LINDA CAPPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TINA HANNA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JAMES KIRK MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DUKE LIGON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KEVIN PERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TERESA ROSE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BROOKS RICHARDSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBERT RADER

    DIRECTOR, CHIEF CLINICAL OFFICER

    Total calculated
    $601,925
    From this org
    $431,364
    From related orgs
    $0
    Other
    $170,561
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $385,109
    Bonus
    $44,191
    Other
    $2,064
    Deferred
    $124,916
    Nontaxable benefits
    $45,645
    Filer's total
    $601,925

  • JOE HODGES

    DIRECTOR, VICE CHAIR, REG PRES-SSM HEALTH OKLAHOMA

    Total calculated
    $1,757,482
    From this org
    $1,110,479
    From related orgs
    $0
    Other
    $647,003
    Hours/week
    55 + 1 related

    Schedule J breakdown matched by us

    Base
    $646,174
    Bonus
    $378,436
    Other
    $85,869
    Deferred
    $604,303
    Nontaxable benefits
    $42,700
    Filer's total
    $1,757,482

  • RANDY COMBS

    TREASURER, CFO AT SSM HEALTH

    Total calculated
    $3,420,428
    From this org
    $0
    From related orgs
    $2,182,354
    Other
    $1,238,074
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,242,308 related
    Bonus
    $0 + $669,269 related
    Other
    $0 + $270,777 related
    Deferred
    $0 + $1,203,989 related
    Nontaxable benefits
    $0 + $34,085 related
    Filer's total
    $0 + $3,420,428 related

  • DOUGLAS LONG

    SECRETARY, GENERAL COUNSEL AT SSM HEALTH

    Total calculated
    $2,202,252
    From this org
    $0
    From related orgs
    $1,425,239
    Other
    $777,013
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $759,270 related
    Bonus
    $0 + $495,539 related
    Other
    $0 + $170,430 related
    Deferred
    $0 + $753,634 related
    Nontaxable benefits
    $0 + $23,379 related
    Filer's total
    $0 + $2,202,252 related

  • STEVE SMOOT

    VICE PRESIDENT, COO AT SSM HEALTH

    Total calculated
    $3,258,847
    From this org
    $0
    From related orgs
    $2,054,358
    Other
    $1,204,489
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,173,646 related
    Bonus
    $0 + $737,192 related
    Other
    $0 + $143,520 related
    Deferred
    $0 + $1,164,125 related
    Nontaxable benefits
    $0 + $40,364 related
    Filer's total
    $0 + $3,258,847 related

  • RAMONA CAREY

    PT YR ASSISTANT SECRETARY

    Total calculated
    $107,793
    From this org
    $76,129
    From related orgs
    $0
    Other
    $31,664
    Hours/week
    40

  • SHASTA MANUEL

    SYSTEM VICE PRESIDENT-FINANCE

    Total calculated
    $711,306
    From this org
    $0
    From related orgs
    $495,900
    Other
    $215,406
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $363,197 related
    Bonus
    $0 + $95,897 related
    Other
    $0 + $36,806 related
    Deferred
    $0 + $173,791 related
    Nontaxable benefits
    $0 + $41,615 related
    Filer's total
    $0 + $711,306 related

  • STACY COLEMAN

    PRESIDENT - ST. ANTHONY MIDWEST

    Total calculated
    $691,217
    From this org
    $467,451
    From related orgs
    $0
    Other
    $223,766
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $370,188
    Bonus
    $68,199
    Other
    $29,064
    Deferred
    $195,796
    Nontaxable benefits
    $27,970
    Filer's total
    $691,217

  • MANDY HAYES-CHANDLER

    REGIONAL GENERAL COUNSEL

    Total calculated
    $606,174
    From this org
    $0
    From related orgs
    $429,388
    Other
    $176,786
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,411 related
    Bonus
    $0 + $76,688 related
    Other
    $0 + $27,289 related
    Deferred
    $0 + $149,915 related
    Nontaxable benefits
    $0 + $26,871 related
    Filer's total
    $0 + $606,174 related

  • LOREAL GATEWOOD

    ASSISTANT SECRETARY

    Total calculated
    $111,047
    From this org
    $74,429
    From related orgs
    $0
    Other
    $36,618
    Hours/week
    40 + 1 related

  • PAUL WRIGHT

    VP-MEDICAL PRACTICE, ST. ANTHONY PHYSICIAN GROUP

    Total calculated
    $1,133,220
    From this org
    $790,109
    From related orgs
    $0
    Other
    $343,111
    Hours/week
    40

  • ELAIN RICHARDSON

    REGIONAL VP-PATIENT CARE SERVICES/CNO, SSM HEALTH

    Total calculated
    $732,142
    From this org
    $0
    From related orgs
    $473,207
    Other
    $258,935
    Hours/week
    40

  • KERSEY WINFREE

    REGIONAL CHIEF MEDICAL OFFICER

    Total calculated
    $432,485
    From this org
    $319,428
    From related orgs
    $0
    Other
    $113,057
    Hours/week
    40

  • PAUL WRIGHT

    VP-MEDICAL PRACTICE, ST. ANTHONY PHYSICIAN GROUP

    Total calculated
    $496,246
    From this org
    $374,363
    From related orgs
    $0
    Other
    $121,883
    Hours/week
    40

  • ELAIN RICHARDSON

    REGIONAL VP-PATIENT CARE SERVICES/CNO, SSM HEALTH

    Total calculated
    $563,665
    From this org
    $389,944
    From related orgs
    $0
    Other
    $173,721
    Hours/week
    40

  • KERSEY WINFREE

    REGIONAL CHIEF MEDICAL OFFICER

    Total calculated
    $867,476
    From this org
    $623,226
    From related orgs
    $0
    Other
    $244,250
    Hours/week
    40

  • KEVIN LEWIS TERMINATED

    PT YR REGIONAL CHIEF CLINICAL OFFICER

    Total calculated
    $766,528
    From this org
    $663,568
    From related orgs
    $0
    Other
    $102,960
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $427,439
    Bonus
    $183,108
    Other
    $53,021
    Deferred
    $77,120
    Nontaxable benefits
    $25,840
    Filer's total
    $766,528

  • DARIN SMITH

    VP-OPERATIONS, HOSPITAL

    Total calculated
    $375,633
    From this org
    $281,506
    From related orgs
    $0
    Other
    $94,127
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,160
    Bonus
    $34,027
    Other
    $2,319
    Deferred
    $71,714
    Nontaxable benefits
    $22,413
    Filer's total
    $375,633

  • MICHAEL HAHN II

    PHYSICIAN

    Total calculated
    $2,388,489
    From this org
    $2,326,837
    From related orgs
    $0
    Other
    $61,652
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,898,994
    Bonus
    $422,941
    Other
    $4,902
    Deferred
    $12,196
    Nontaxable benefits
    $49,456
    Filer's total
    $2,388,489

  • BRENT HISEY

    PHYSICIAN

    Total calculated
    $1,446,368
    From this org
    $1,389,029
    From related orgs
    $0
    Other
    $57,339
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,034,675
    Bonus
    $345,210
    Other
    $9,144
    Deferred
    $18,289
    Nontaxable benefits
    $39,050
    Filer's total
    $1,446,368

  • AVINASH VYAS

    PHYSICIAN

    Total calculated
    $1,595,556
    From this org
    $1,507,184
    From related orgs
    $0
    Other
    $88,372
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $831,733
    Bonus
    $624,453
    Other
    $50,998
    Deferred
    $56,556
    Nontaxable benefits
    $31,816
    Filer's total
    $1,595,556

  • FARHAN TARIQ

    PHYSICIAN

    Total calculated
    $1,453,508
    From this org
    $1,402,612
    From related orgs
    $0
    Other
    $50,896
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $932,221
    Bonus
    $468,681
    Other
    $1,710
    Deferred
    $11,815
    Nontaxable benefits
    $39,081
    Filer's total
    $1,453,508

  • BERNARDINO ROCHA

    PHYSICIAN

    Total calculated
    $1,395,547
    From this org
    $1,347,776
    From related orgs
    $0
    Other
    $47,771
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $555,249
    Bonus
    $791,627
    Other
    $900
    Deferred
    $3,981
    Nontaxable benefits
    $43,790
    Filer's total
    $1,395,547

  • LAURA KAISER

    FORMER OFFICER, PRESIDENT/CEO AT SSM HEALTH

    Total calculated
    $7,646,448
    From this org
    $0
    From related orgs
    $4,644,135
    Other
    $3,002,313
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,047,588 related
    Bonus
    $0 + $1,868,164 related
    Other
    $0 + $728,383 related
    Deferred
    $0 + $2,978,810 related
    Nontaxable benefits
    $0 + $23,503 related
    Filer's total
    $0 + $7,646,448 related

  • KYLE NONDORF

    FORMER KEY EMPLOYEE, REGIONAL VP - WISCONSIN

    Total calculated
    $973,326
    From this org
    $0
    From related orgs
    $708,825
    Other
    $264,501
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $530,447 related
    Bonus
    $0 + $148,664 related
    Other
    $0 + $29,714 related
    Deferred
    $0 + $220,743 related
    Nontaxable benefits
    $0 + $43,758 related
    Filer's total
    $0 + $973,326 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

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • PAUL WRIGHT

    VP-MEDICAL PRACTICE, ST. ANTHONY PHY

    Schedule J breakdown

    Base
    $562,670
    Bonus
    $176,678
    Other
    $50,761
    Deferred
    $299,330
    Nontaxable benefits
    $43,781
    Filer's total
    $1,133,220

  • KERSEY WINFREE

    REGIONAL CHIEF MEDICAL OFFICER

    Schedule J breakdown

    Base
    $440,812
    Bonus
    $117,773
    Other
    $64,641
    Deferred
    $202,351
    Nontaxable benefits
    $41,899
    Filer's total
    $867,476

  • ELAIN RICHARDSON

    REGIONAL VP-PATIENT CARE SERVICES/CN

    Schedule J breakdown

    Base
    $0 + $359,178 related
    Bonus
    $0 + $103,080 related
    Other
    $0 + $10,949 related
    Deferred
    $0 + $222,877 related
    Nontaxable benefits
    $0 + $36,058 related
    Filer's total
    $0 + $732,142 related

  • ELAIN RICHARDSON

    REGIONAL VP-PATIENT CARE SERVICES/CN

    Schedule J breakdown

    Base
    $291,191
    Bonus
    $72,728
    Other
    $26,025
    Deferred
    $142,919
    Nontaxable benefits
    $30,802
    Filer's total
    $563,665

  • PAUL WRIGHT

    VP-MEDICAL PRACTICE, ST. ANTHONY PHY

    Schedule J breakdown

    Base
    $311,018
    Bonus
    $44,378
    Other
    $18,967
    Deferred
    $89,201
    Nontaxable benefits
    $32,682
    Filer's total
    $496,246

  • KERSEY WINFREE

    REGIONAL CHIEF MEDICAL OFFICER

    Schedule J breakdown

    Base
    $268,977
    Bonus
    $38,799
    Other
    $11,652
    Deferred
    $75,506
    Nontaxable benefits
    $37,551
    Filer's total
    $432,485

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
SEVERAL INDIVIDUALS LISTED ON SCHEDULE J PART II RECEIVED A TAX INDEMNIFICATION/GROSS UP PAYMENT IN 2023. THE PAYMENT WAS INCLUDED IN THEIR TAXABLE COMPENSATION.
PART I, LINE 3
THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL (REGIONAL PRESIDENT) IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
PENSION RESTORATION PLAN: SSM HEALTH (SSMH) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMH QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER THE SSMH QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMH OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMH. NO INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2023. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMH AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2014 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF FOUR PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DEFERRALS FROM THIS PLAN IN 2023: STEVE SMOOT - $249,972 RANDALL COMBS - $261,633 DOUGLAS LONG - $161,286 LAURA KAISER - $720,859 ROBERT RADER - $16,968 JOE HODGES - $134,663 SHASTA MANUEL - $35,621 STACY COLEMAN - $34,839 TAMMY POWELL - $56,765 ANGI MOHR - $67,146 RYAN OSS - $12,573 MANDY HAYES-CHANDLER - $31,747 PAUL WRIGHT - $14,373 ELAIN RICHARDSON - $28,671 KERSEY WINFREE - $42,960 KEVIN LEWIS - $61,116 DARIN SMITH - $11,416 AVINSAH VYAS - $39,410 KYLE NONDORF - $53,282 THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2023. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. STEVE SMOOT - $140,898 KYLE NONDORF - $28,586 KEVIN LEWIS - $51,206 ELAIN RICHARDSON - $24,497 MANDY HAYES-CHANDLER - $26,161 RYAN OSS - $11,110 ANGI MOHR - $9,041 TAMMY POWELL - $45,859 STACY COLEMAN - $27,105 SHASTA MANUEL - $34,874 JOE HODGES - $80,953

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

The 10 largest by cash amount. The API serves every itemized grant.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SAINTS MEDICAL GROUP

    MEDICAL SERVICES · OK · income -$36,148,688 · assets $30,818,950

    Directly controlled by SSM HEALTH CARE OF OKLAHOMA INC

  • SSMOK ACO LLC

    HEALTH PROMOTION · OK · income $0 · assets $0

    Directly controlled by SSM HEALTH CARE OF OKLAHOMA INC

  • BONE & JOINT OFFICE BUILDING LLC

    MEDICAL OFFICE BUILDING · OK · income -$19,938 · assets $5,976,383

    Directly controlled by SSM HEALTH CARE OF OKLAHOMA INC

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
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349314337

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