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Nonprofiteer
← SCL HEALTH MONTANA

Form 990 for tax year 2024

Filed by SCL HEALTH MONTANA.

Totals

Total revenue
$618,942,898
Total expenses
$620,528,525
Contributions and grants received
$1,573,022
Grants paid
$18,190,571
Program services expenses (Part IX)
$541,381,017
Management and general expenses
$79,147,508
Fundraising expenses
$0
Program service expenses (Part III)
$541,381,017

Program services were 87.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • YEVGENIY AREFIEV

    FORMER HIGHEST COMPENSATED

    Total calculated
    $1,414,869
    From this org
    $0
    From related orgs
    $1,354,371
    Other
    $60,498
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $571,822 related
    Bonus
    $0 + $758,056 related
    Other
    $0 + $24,493 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $39,798 related
    Filer's total
    $0 + $1,414,869 related

  • BRYAN JOHNSON

    INTERIM PRESIDENT, MT REGION (PARTIAL)

    Total calculated
    $1,085,130
    From this org
    $0
    From related orgs
    $789,764
    Other
    $295,366
    Hours/week
    22 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,316 related
    Bonus
    $0 + $175,097 related
    Other
    $0 + $60,351 related
    Deferred
    $0 + $265,522 related
    Nontaxable benefits
    $0 + $29,844 related
    Filer's total
    $0 + $1,085,130 related

  • LEE BOYLES

    MT MKT PRESIDENT/SVB PRESIDENT (PARTIAL)

    Total calculated
    $720,394
    From this org
    $577,655
    From related orgs
    $0
    Other
    $142,739
    Hours/week
    37 + 17 related

    Schedule J breakdown matched by us

    Base
    $419,440
    Bonus
    $128,583
    Other
    $29,632
    Deferred
    $119,788
    Nontaxable benefits
    $22,951
    Filer's total
    $720,394

  • SEAN FADDEN

    TREASURER

    Total calculated
    $714,440
    From this org
    $0
    From related orgs
    $531,506
    Other
    $182,934
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $399,078 related
    Bonus
    $0 + $106,655 related
    Other
    $0 + $25,773 related
    Deferred
    $0 + $163,417 related
    Nontaxable benefits
    $0 + $19,517 related
    Filer's total
    $0 + $714,440 related

  • JAMES RITCHEY

    FORMER KEY EMPLOYEE

    Total calculated
    $680,764
    From this org
    $0
    From related orgs
    $487,661
    Other
    $193,103
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $356,696 related
    Bonus
    $0 + $101,431 related
    Other
    $0 + $29,534 related
    Deferred
    $0 + $158,909 related
    Nontaxable benefits
    $0 + $34,194 related
    Filer's total
    $0 + $680,764 related

  • JENNIFER DAVENPORT MD

    ACMO MT REGION, INTERIM CMO SVB

    Total calculated
    $620,755
    From this org
    $544,019
    From related orgs
    $0
    Other
    $76,736
    Hours/week
    37 + 14 related

    Schedule J breakdown matched by us

    Base
    $421,081
    Bonus
    $76,047
    Other
    $46,891
    Deferred
    $54,375
    Nontaxable benefits
    $22,361
    Filer's total
    $620,755

  • TONI GREEN-CHEATWOOD MD

    INTERIM CMO (PARTIAL)

    Total calculated
    $616,891
    From this org
    $0
    From related orgs
    $511,233
    Other
    $105,658
    Hours/week
    8 + 42 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,647 related
    Bonus
    $0 + $89,513 related
    Other
    $0 + $2,073 related
    Deferred
    $0 + $74,252 related
    Nontaxable benefits
    $0 + $31,406 related
    Filer's total
    $0 + $616,891 related

  • DANIEL LEWIS

    FORMER HIGHEST COMPENSATED

    Total calculated
    $591,206
    From this org
    $0
    From related orgs
    $537,120
    Other
    $54,086
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $395,381 related
    Bonus
    $0 + $135,686 related
    Other
    $0 + $6,053 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $33,386 related
    Filer's total
    $0 + $591,206 related

  • SHELDON NELSON

    FORMER HIGHEST COMPENSATED

    Total calculated
    $590,533
    From this org
    $0
    From related orgs
    $535,747
    Other
    $54,786
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $313,902 related
    Bonus
    $0 + $216,692 related
    Other
    $0 + $5,153 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $34,086 related
    Filer's total
    $0 + $590,533 related

  • JAMES RICHARDS

    FORMER HIGHEST COMPENSATED

    Total calculated
    $587,518
    From this org
    $0
    From related orgs
    $544,913
    Other
    $42,605
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $519,668 related
    Bonus
    $0 + $10,243 related
    Other
    $0 + $15,002 related
    Deferred
    $0 + $17,580 related
    Nontaxable benefits
    $0 + $25,025 related
    Filer's total
    $0 + $587,518 related

  • FRANK LAMM

    FORMER HIGHEST COMPENSATED

    Total calculated
    $556,318
    From this org
    $0
    From related orgs
    $500,208
    Other
    $56,110
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $491,795 related
    Bonus
    $0 + $504 related
    Other
    $0 + $7,909 related
    Deferred
    $0 + $19,997 related
    Nontaxable benefits
    $0 + $36,113 related
    Filer's total
    $0 + $556,318 related

  • TRENT MIHALICK

    FORMER HIGHEST COMPENSATED

    Total calculated
    $554,542
    From this org
    $0
    From related orgs
    $502,058
    Other
    $52,484
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $493,645 related
    Bonus
    $0 + $504 related
    Other
    $0 + $7,909 related
    Deferred
    $0 + $18,458 related
    Nontaxable benefits
    $0 + $34,026 related
    Filer's total
    $0 + $554,542 related

  • PAMELA PALAGI

    AVP, FINANCE MT MARKET

    Total calculated
    $553,859
    From this org
    $425,906
    From related orgs
    $0
    Other
    $127,953
    Hours/week
    37 + 14 related

    Schedule J breakdown matched by us

    Base
    $321,851
    Bonus
    $70,829
    Other
    $33,226
    Deferred
    $116,762
    Nontaxable benefits
    $11,191
    Filer's total
    $553,859

  • RICHARD LAMMERS

    FORMER HIGHEST COMPENSATED

    Total calculated
    $539,231
    From this org
    $0
    From related orgs
    $484,995
    Other
    $54,236
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,616 related
    Bonus
    $0 + $110,967 related
    Other
    $0 + $1,412 related
    Deferred
    $0 + $19,842 related
    Nontaxable benefits
    $0 + $34,394 related
    Filer's total
    $0 + $539,231 related

  • TERENCE MOLOUGHNEY

    ASSISTANT SECRETARY (PARTIAL)

    Total calculated
    $516,726
    From this org
    $0
    From related orgs
    $454,404
    Other
    $62,322
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,180 related
    Bonus
    $0 + $69,994 related
    Other
    $0 + $213,230 related
    Deferred
    $0 + $48,033 related
    Nontaxable benefits
    $0 + $14,289 related
    Filer's total
    $0 + $516,726 related

  • RONALD SNYDER

    FORMER HIGHEST COMPENSATED

    Total calculated
    $507,735
    From this org
    $0
    From related orgs
    $450,551
    Other
    $57,184
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,212 related
    Bonus
    $0 + $20,504 related
    Other
    $0 + $6,835 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $36,484 related
    Filer's total
    $0 + $507,735 related

  • EDEN JONES

    FORMER HIGHEST COMPENSATED

    Total calculated
    $500,149
    From this org
    $0
    From related orgs
    $464,776
    Other
    $35,373
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $427,318 related
    Bonus
    $0 + $20,504 related
    Other
    $0 + $16,954 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $14,673 related
    Filer's total
    $0 + $500,149 related

  • ADAM SCHAFER

    VP NETWORK DEVELOPMENT REGION MT

    Total calculated
    $464,904
    From this org
    $324,294
    From related orgs
    $0
    Other
    $140,610
    Hours/week
    37 + 13 related

    Schedule J breakdown matched by us

    Base
    $262,278
    Bonus
    $60,202
    Other
    $1,814
    Deferred
    $107,059
    Nontaxable benefits
    $33,551
    Filer's total
    $464,904

  • GERALDINE MOURNIAN

    PHYSICIAN

    Total calculated
    $436,398
    From this org
    $389,478
    From related orgs
    $0
    Other
    $46,920
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $378,039
    Bonus
    $9,334
    Other
    $2,105
    Deferred
    $19,422
    Nontaxable benefits
    $27,498
    Filer's total
    $436,398

  • MARJORIE TEVLIN

    FORMER HIGHEST COMPENSATED

    Total calculated
    $426,652
    From this org
    $0
    From related orgs
    $369,175
    Other
    $57,477
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,886 related
    Bonus
    $0 + $15,504 related
    Other
    $0 + $6,785 related
    Deferred
    $0 + $16,027 related
    Nontaxable benefits
    $0 + $41,450 related
    Filer's total
    $0 + $426,652 related

  • EDWIN RODRIGUEZ

    FORMER HIGHEST COMPENSATED

    Total calculated
    $421,973
    From this org
    $0
    From related orgs
    $376,218
    Other
    $45,755
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,590 related
    Bonus
    $0 + $52,331 related
    Other
    $0 + $20,297 related
    Deferred
    $0 + $12,023 related
    Nontaxable benefits
    $0 + $33,732 related
    Filer's total
    $0 + $421,973 related

  • DUSTIN STRANDELL

    SR DIR SVC LINES (PARTIAL),COO (PARTIAL)

    Total calculated
    $391,560
    From this org
    $303,934
    From related orgs
    $0
    Other
    $87,626
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $228,325
    Bonus
    $47,832
    Other
    $27,777
    Deferred
    $61,192
    Nontaxable benefits
    $26,434
    Filer's total
    $391,560

  • KELLY ADAMS

    SECRETARY (PARTIAL)

    Total calculated
    $385,093
    From this org
    $0
    From related orgs
    $294,501
    Other
    $90,592
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,931 related
    Bonus
    $0 + $24,559 related
    Other
    $0 + $31,011 related
    Deferred
    $0 + $56,058 related
    Nontaxable benefits
    $0 + $34,534 related
    Filer's total
    $0 + $385,093 related

  • TRACY NEARY

    VP MISSION INTEGRATION REGION MT

    Total calculated
    $359,586
    From this org
    $247,253
    From related orgs
    $0
    Other
    $112,333
    Hours/week
    37 + 13 related

    Schedule J breakdown matched by us

    Base
    $185,501
    Bonus
    $43,689
    Other
    $18,063
    Deferred
    $77,027
    Nontaxable benefits
    $35,306
    Filer's total
    $359,586

  • HEATHER BRENDEN

    SR DIR HR BUSINESS PARTNER SVB

    Total calculated
    $299,898
    From this org
    $234,631
    From related orgs
    $0
    Other
    $65,267
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $209,720
    Bonus
    $23,816
    Other
    $1,095
    Deferred
    $48,542
    Nontaxable benefits
    $16,725
    Filer's total
    $299,898

  • JOELLEN MAURER

    DIRECTOR PHARMACY SVB

    Total calculated
    $294,454
    From this org
    $239,238
    From related orgs
    $0
    Other
    $55,216
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $213,803
    Bonus
    $23,885
    Other
    $1,550
    Deferred
    $42,236
    Nontaxable benefits
    $12,980
    Filer's total
    $294,454

  • TYLER WILTGEN

    EXECUTIVE DIRECTOR OF PHILANTHROPY SVB

    Total calculated
    $289,187
    From this org
    $204,165
    From related orgs
    $0
    Other
    $85,022
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $181,942
    Bonus
    $21,670
    Other
    $553
    Deferred
    $46,343
    Nontaxable benefits
    $38,679
    Filer's total
    $289,187

  • CAROL BEAM

    PRESIDENT CEO RMHN SVB

    Total calculated
    $246,343
    From this org
    $221,123
    From related orgs
    $0
    Other
    $25,220
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $195,239
    Bonus
    $22,040
    Other
    $3,844
    Deferred
    $13,130
    Nontaxable benefits
    $12,090
    Filer's total
    $246,343

  • MELISSA FILTER

    VP CHIEF NURSING OFFICER SVB (PARTIAL)

    Total calculated
    $172,336
    From this org
    $151,517
    From related orgs
    $0
    Other
    $20,819
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $94,072
    Bonus
    $55,887
    Other
    $1,558
    Deferred
    $9,226
    Nontaxable benefits
    $11,593
    Filer's total
    $172,336

  • MICHAEL BUSH

    FORMER KEY EMPLOYEE

    Total calculated
    $167,682
    From this org
    $0
    From related orgs
    $158,455
    Other
    $9,227
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $36,983 related
    Bonus
    $0 + $73,116 related
    Other
    $0 + $48,356 related
    Deferred
    $0 + $6,647 related
    Nontaxable benefits
    $0 + $2,580 related
    Filer's total
    $0 + $167,682 related

  • CHRISTOPHER EDWARDS

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KAREN FAGG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • DANETTE GLEASON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SISTER EILEEN HURLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SISTER JUDITH JACKSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BEN JAGODZINSKI MD

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MJ JANSSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BERNARD MCCARTHY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CHARLES NOTBOHM

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • COLLEEN O'LEARY

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • NGUYEN-VU PHAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • BECKY RENO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MAJEL RUSSELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CINDY SORICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MISTY STEADMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 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 — 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

  • 1a · Tax indemnification and gross-up payments
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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
TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE FILING ORGANIZATION ALLOWS FOR CERTAIN TAX INDEMNIFICATION AND GROSS-UP PAYMENTS IN THE INSTANCES OF RELOCATION. THESE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION AND REPORTED ON A FORM W-2 OR 1099. THE INDIVIDUALS THAT RECEIVED TAX GROSS-UP PAYMENTS IN 2024 WERE: LEE BOYLES - $7,914.
PART I, LINE 3
THE FILING ORGANIZATION IS AN AFFILIATE OF INTERMOUNTAIN HEALTH, AN INTEGRATED HEALTH SYSTEM THAT IS NATIONALLY RECOGNIZED FOR PROVIDING QUALITY MEDICAL CARE THAT RANKS AMONG THE HIGHEST IN THE NATION WITH CHARGES THAT ARE AMONG THE LOWEST IN THE NATION. INTERMOUNTAIN HEALTH'S POLICY IS TO COMPENSATE ITS EMPLOYEES, INCLUDING SENIOR MANAGEMENT, AT MARKET COMPETITIVE RATES. THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS). COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SISTERS OF CHARITY OF LEAVENWORTH HEALTHY SYSYTEM, INC. AND ALL OF ITS AFFILIATES. THE COMPENSATION COMMITTEE OF THE BOARD OF INTERMOUNTAIN HEALTH CARE, INC. (PARENT ORGANIZATION) RETAINS OUTSIDE CONSULTANTS TO PROVIDE OBJECTIVE DATA ON COMPENSATION LEVELS AND PRACTICES. THE COMMITTEE ANNUALLY ANALYZES THIS DATA AND MAKES COMPENSATION DECISIONS, WHICH ARE REVIEWED BY THE FULL BOARD OF TRUSTEES. THE BOARD PLACES A HIGH PRIORITY ON THE NEED TO RECRUIT AND RETAIN A STRONG LEADERSHIP TEAM AND TO CREATE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE TO DRIVE SUPERIOR ORGANIZATIONAL PERFORMANCE TO BECOME A TOP-TIER INTEGRATED HEALTHCARE DELIVERY SYSTEM. COMPENSATION LEVELS FOLLOW IRS GUIDELINES AND ARE SUBJECT TO IRS OVERSIGHT. A PORTION OF THE COMPENSATION REPORTED ON THIS FORM REFLECTS DEFERRED AMOUNTS THAT ARE NOT VESTED, ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, AND MAY OR MAY NOT BE PAID IN THE FUTURE. THE REPORTABLE COMPENSATION ON SCHEDULE J INCLUDES CERTAIN AMOUNTS THAT HAVE BEEN OR WILL BE REPORTED TWICE, BOTH IN THE YEAR ACCRUED AND AGAIN IN THE YEAR PAID, AS REQUIRED IN THE REPORTING SCHEDULE INSTRUCTIONS.
PART I, LINES 4A-B
PART I, LINE 4A SEVERANCE PAYMENTS THE ORGANIZATION AND RELATED ORGANIZATIONS PERIODICALLY INCUR SEVERANCE PAYMENTS TO DEPARTING EMPLOYEES. THE INDIVIDUALS AND THE AMOUNTS PAID FOR SEVERANCE IN 2024 WERE: TERENCE MOLOUGHNEY - $212,179. PART I, LINE 4B PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A RELATED ORGANIZATION PROVIDES A NONQUALIFIED DEFERRED COMPENSATION PLAN (NQDC) KNOWN AS THE 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 NONPROFIT HEALTH SYSTEMS. THIS PLAN ENABLES THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR OF PARTICIPATION. IN 2014, IN AN EFFORT TO REDUCE LONG-TERM COSTS 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 PLAN 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 A 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. CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2024. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT UPON THE END OF EMPLOYMENT. WHEN THE AMOUNTS BECOME TAXABLE THEY ARE INCLUDED ON THE PARTICIPANTS' W-2 THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2024 WERE: BRYAN JOHNSON - $56,888; PAMELA PALAGI - $31,239; TRACY NEARY - $16,823; SEAN FADDEN - $24,243; JENNIFER DAVENPORT - $44,908; MICHAEL BUSH - $47,155; JAMES RITCHEY - $26,965.
ADDITIONAL OFFICER AND BOARD DISCLOSURES
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 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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
4 November 2025
IRS schema version
2024v5.2
Source object
202523089349303472

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

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