Totals
- Total revenue
- $156,385,778
- Total expenses
- $1,575,144
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $1,575,144
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ELIZABETH F ERICKSON
PRESIDENT, CEO, & TREAS THRU 1/2024
- Total calculated
- $1,870,851
- From this org
- $0
- From related orgs
- $1,669,649
- Other
- $201,202
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $985,480 related
- Bonus
- $0 + $522,989 related
- Other
- $0 + $161,180 related
- Deferred
- $0 + $160,811 related
- Nontaxable benefits
- $0 + $40,391 related
- Filer's total
- $0 + $1,870,851 related
-
JOHN BUCK
DIRECTOR & CHAIR
- Total calculated
- $145,250
- From this org
- $0
- From related orgs
- $145,250
- Other
- $0
- Hours/week
- 0 + 15 related
-
JOHN STANOCH
DIRECTOR & VICE CHAIR
- Total calculated
- $128,500
- From this org
- $0
- From related orgs
- $128,500
- Other
- $0
- Hours/week
- 0 + 10 related
-
MARY TWINEM
DIRECTOR
- Total calculated
- $90,250
- From this org
- $0
- From related orgs
- $90,250
- Other
- $0
- Hours/week
- 0 + 10 related
-
GAYE ADAMS MASSEY
DIRECTOR
- Total calculated
- $87,750
- From this org
- $0
- From related orgs
- $87,750
- Other
- $0
- Hours/week
- 0 + 10 related
-
RAJESH AGGARWAL
DIRECTOR
- Total calculated
- $100,000
- From this org
- $0
- From related orgs
- $100,000
- Other
- $0
- Hours/week
- 0 + 10 related
-
BRIGID BONNER
DIRECTOR
- Total calculated
- $98,750
- From this org
- $0
- From related orgs
- $98,750
- Other
- $0
- Hours/week
- 0 + 10 related
-
PETER KELLEY
DIRECTOR
- Total calculated
- $94,750
- From this org
- $0
- From related orgs
- $94,750
- Other
- $0
- Hours/week
- 0 + 10 related
-
EARL STRATTON
DIRECTOR
- Total calculated
- $95,250
- From this org
- $0
- From related orgs
- $95,250
- Other
- $0
- Hours/week
- 0 + 10 related
-
UGWUJI MADUEKWE
DIRECTOR
- Total calculated
- $18,500
- From this org
- $0
- From related orgs
- $18,500
- Other
- $0
- Hours/week
- 0 + 10 related
-
MARY P QUIST
SR. VP, FINANCE THRU 6/2024
- Total calculated
- $639,953
- From this org
- $0
- From related orgs
- $604,708
- Other
- $35,245
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $185,247 related
- Bonus
- $0 + $355,809 related
- Other
- $0 + $63,652 related
- Deferred
- $0 + $13,800 related
- Nontaxable benefits
- $0 + $21,445 related
- Filer's total
- $0 + $639,953 related
-
KRISTA DUSIL
SVP, CFO, & TREASURER
- Total calculated
- $920,238
- From this org
- $0
- From related orgs
- $804,123
- Other
- $116,115
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $428,011 related
- Bonus
- $0 + $300,026 related
- Other
- $0 + $76,086 related
- Deferred
- $0 + $91,882 related
- Nontaxable benefits
- $0 + $24,233 related
- Filer's total
- $0 + $920,238 related
-
ALICIA REUTER
SVP & CHIEF LEGAL OFFICER, SECRETARY
- Total calculated
- $481,224
- From this org
- $0
- From related orgs
- $408,482
- Other
- $72,742
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $244,472 related
- Bonus
- $0 + $125,026 related
- Other
- $0 + $38,984 related
- Deferred
- $0 + $55,274 related
- Nontaxable benefits
- $0 + $17,468 related
- Filer's total
- $0 + $481,224 related
-
SAMUEL LEON
FORMER DIRECTOR
- Total calculated
- $23,250
- From this org
- $0
- From related orgs
- $23,250
- Other
- $0
- Hours/week
- 0 + 10 related
Schedule J breakdown matched by us
- Base
- $0 + $23,250 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $23,250 related
-
MARK L BAIRD
FORMER SVP & CFO
- Total calculated
- $370,125
- From this org
- $0
- From related orgs
- $370,125
- Other
- $0
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0 + $124,000 related
- Other
- $0 + $246,125 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $370,125 related
-
JAMES JACOBSON
FORMER SVP SEC & GEN COUNS
- Total calculated
- $403,815
- From this org
- $0
- From related orgs
- $403,815
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $403,815 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $403,815 related
-
JOHN NAYLOR
FORMER PRESIDENT & CEO
- Total calculated
- $565,230
- From this org
- $0
- From related orgs
- $565,230
- Other
- $0
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $0 + $565,230 related
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $565,230 related
-
DAVID H ELLENBOGEN
FORMER SVP SEC & GEN COUNSEL
- Total calculated
- $226,230
- From this org
- $0
- From related orgs
- $224,611
- Other
- $1,619
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $11,188 related
- Bonus
- $0
- Other
- $0 + $213,423 related
- Deferred
- $0 + $453 related
- Nontaxable benefits
- $0 + $1,166 related
- Filer's total
- $0 + $226,230 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
- 4b · Supplemental nonqualified retirement plan
- 6b · Pay contingent on a related organization's net earnings
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
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- MEDICA HOLDING COMPANY, THE FILING ORGANIZATION, DOES NOT PAY COMPENSATION. ALL COMPENSATION IS PAID BY MEDICA SERVICES COMPANY, A RELATED ORGANIZATION. WHEN ESTABLISHING COMPENSATION, MEDICA SERVICES COMPANY USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
- PART I, LINE 4B
- THE FOLLOWING RECEIVED A SUPPLEMENT NONQUALIFIED RETIREMENT PLAN PAYMENT FROM MEDICA SERVICES COMPANY, A RELATED ORGANIZATION: MARK L. BAIRD - $43,667 KRISTA DUSIL - $73,769 DAVID H. ELLENBOGEN - $213,151 ELIZABETH F. ERICKSON - $152,285 JAMES P. JACOBSON - $126,993 JOHN W. NAYLOR - $208,756 ALICIA REUTER - $37,500 MARY P. QUIST - $58,545
- PART I, LINE 6
- MANAGEMENT INCENTIVE COMPENSATION INCLUDES COMPONENTS RELATED TO THE ORGANIZATION'S OPERATING EARNINGS.
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.
-
501(C)(4) · HEALTH COVERAGE · MN · controlled entity
Directly controlled by MHC
-
501(C)(3) · FOUNDATION · MN · controlled entity
Directly controlled by MHC
-
501(C)(4) · HEALTH COVERAGE · MN · controlled entity
Directly controlled by MHC
-
501(C)(4) · HEALTH INSURANCE · MO
Directly controlled by MFCJVN
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.
-
MS COMMUNITY NFP JV LLC (MFCJVN)
RELATED · HOLDING COMPANY · MN · 55% owned · share of assets $5,114,402
Directly controlled by MHC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · ADMIN. SERVICES · MN
Directly controlled by MAS
-
DEAN HEALTH SERVICES COMPANY LLC
C · ADMIN. SERVICES · WI
Directly controlled by MSCJV
-
C · HEALTH INSURANCE · WI
Directly controlled by DHI
-
DEAN HEALTH INSURANCE INC (DHI)
C · HEALTH INSURANCE · WI
Directly controlled by MSCJV
-
MEDICA CENTRAL INSURANCE COMPANY
C · HEALTH INSURANCE · MO
Directly controlled by MSCJV
-
MEDICA REGIONAL INSURANCE COMPANY
C · HEALTH INSURANCE · MN
Directly controlled by MAS
-
C · HEALTH INSURANCE · MN
Directly controlled by MAS
-
C · HEALTH MANAGEMENT · MN
Directly controlled by MAS
-
MEDICA AFFILIATED SERVICES (MAS)
C · HOLDING COMPANY · MN · 100% owned · share of income $20,857,937 · share of assets $4,312,524 · controlled entity
Directly controlled by MHC
-
C · HOLDING COMPANY · MN · 55% owned · controlled entity
Directly controlled by MHC
-
C · THIRD PARTY ADMIN · MN
Directly controlled by MAS
-
C · THIRD PARTY ADMIN · MN
Directly controlled by MAS
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523189349308712
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