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Nonprofiteer
← STILLWATER MEDICAL GROUP

Form 990 for tax year 2023

Filed by STILLWATER MEDICAL GROUP.

Totals

Total revenue
$317,277
Total expenses
$4,982,940
Contributions and grants received
$9,750
Grants paid
$0
Program services expenses (Part IX)
$4,441,838
Management and general expenses
$541,102
Fundraising expenses
$0
Program service expenses (Part III)
$4,441,838

Program services were 89.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRETT C HAAKE MD

    DIRECTOR

    Total calculated
    $843,622
    From this org
    $0
    From related orgs
    $730,568
    Other
    $113,054
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $541,746 related
    Bonus
    $0 + $164,908 related
    Other
    $0 + $23,914 related
    Deferred
    $0 + $66,326 related
    Nontaxable benefits
    $0 + $46,728 related
    Filer's total
    $0 + $843,622 related
  • MIKE ANDERSON

    DIRECTOR AND CHAIR

    Total calculated
    $0
    Hours/week
    0.58
  • ELIZABETH BRADSHAW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58
  • JASON HOWARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58
  • SUE HEDLUND

    DIRECTOR & VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.58
  • JOHN UPPGREN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58
  • BRIAN L CRESS MD

    DIRECTOR

    Total calculated
    $388,558
    From this org
    $0
    From related orgs
    $347,743
    Other
    $40,815
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $257,279 related
    Bonus
    $0
    Other
    $0 + $90,464 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $40,815 related
    Filer's total
    $0 + $388,558 related
  • MICHAEL FUNK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58
  • PAHOUA HOFFMAN

    DIRECTOR

    Total calculated
    $533,054
    From this org
    $0
    From related orgs
    $427,857
    Other
    $105,197
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,112 related
    Bonus
    $0 + $123,833 related
    Other
    $0 + $5,912 related
    Deferred
    $0 + $62,902 related
    Nontaxable benefits
    $0 + $42,295 related
    Filer's total
    $0 + $533,054 related
  • ANNIE JACOBSEN MD

    DIRECTOR

    Total calculated
    $639,157
    From this org
    $0
    From related orgs
    $569,641
    Other
    $69,516
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $378,503 related
    Bonus
    $0
    Other
    $0 + $191,138 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $44,766 related
    Filer's total
    $0 + $639,157 related
  • ALITA RISINGER

    DIRECTOR

    Total calculated
    $686,286
    From this org
    $0
    From related orgs
    $574,234
    Other
    $112,052
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,971 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $81,263 related
    Deferred
    $0 + $72,026 related
    Nontaxable benefits
    $0 + $40,026 related
    Filer's total
    $0 + $686,286 related
  • KHU THAO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.58
  • STEVEN C HOUSH

    DIRECTOR (JAN-APR)

    Total calculated
    $363,920
    From this org
    $0
    From related orgs
    $317,969
    Other
    $45,951
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,879 related
    Bonus
    $0 + $111,847 related
    Other
    $0 + $10,243 related
    Deferred
    $0 + $17,247 related
    Nontaxable benefits
    $0 + $28,704 related
    Filer's total
    $0 + $363,920 related
  • SHARON TOLVA

    DIRECTOR & TREASURER

    Total calculated
    $0
    Hours/week
    0.58
  • KEVIN J BJORK MD

    DIRECTOR (JAN-AUG)

    Total calculated
    $317,129
    From this org
    $0
    From related orgs
    $274,610
    Other
    $42,519
    Hours/week
    0.5 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,805 related
    Bonus
    $0
    Other
    $0 + $135,805 related
    Deferred
    $0 + $20,689 related
    Nontaxable benefits
    $0 + $21,830 related
    Filer's total
    $0 + $317,129 related
  • PHAEDRA COFIELD

    DIRECTOR (JAN-NOV)

    Total calculated
    $0
    Hours/week
    0.58
  • PATRICK T COURNEYA MD

    DIRECTOR (JAN-APR)

    Total calculated
    $571,235
    From this org
    $0
    From related orgs
    $494,297
    Other
    $76,938
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,858 related
    Bonus
    $0 + $236,391 related
    Other
    $0 + $37,048 related
    Deferred
    $0 + $39,914 related
    Nontaxable benefits
    $0 + $37,024 related
    Filer's total
    $0 + $571,235 related
  • NICHOLAS MEYER MD

    DIRECTOR (JAN-OCT)

    Total calculated
    $0
    Hours/week
    0.58
  • DOUGLAS E JOHNSON

    CFO

    Total calculated
    $647,904
    From this org
    $0
    From related orgs
    $603,783
    Other
    $44,121
    Hours/week
    4 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $386,739 related
    Bonus
    $0 + $106,273 related
    Other
    $0 + $110,771 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $37,521 related
    Filer's total
    $0 + $647,904 related
  • THOMAS S ANDERSON

    VP MEDICAL AFFAIRS

    Total calculated
    $547,674
    From this org
    $0
    From related orgs
    $479,739
    Other
    $67,935
    Hours/week
    0.5 + 44.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,108 related
    Bonus
    $0 + $22,500 related
    Other
    $0 + $78,131 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $43,185 related
    Filer's total
    $0 + $547,674 related
  • MATTHEW A RICHIE

    VP ADMINISTRATION

    Total calculated
    $450,666
    From this org
    $403,091
    From related orgs
    $0
    Other
    $47,575
    Hours/week
    44.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $309,093
    Bonus
    $0
    Other
    $93,998
    Deferred
    $15,870
    Nontaxable benefits
    $31,705
    Filer's total
    $450,666
  • NANCY L EVERT

    SEC. & GENERAL COUNSEL

    Total calculated
    $1,049,946
    From this org
    $0
    From related orgs
    $811,272
    Other
    $238,674
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $503,395 related
    Bonus
    $0 + $251,362 related
    Other
    $0 + $56,515 related
    Deferred
    $0 + $206,367 related
    Nontaxable benefits
    $0 + $32,307 related
    Filer's total
    $0 + $1,049,946 related
  • BRANDI L LUNNEBORG

    PRESIDENT

    Total calculated
    $811,412
    From this org
    $0
    From related orgs
    $671,461
    Other
    $139,951
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $414,094 related
    Bonus
    $0 + $212,500 related
    Other
    $0 + $44,867 related
    Deferred
    $0 + $94,716 related
    Nontaxable benefits
    $0 + $45,235 related
    Filer's total
    $0 + $811,412 related
  • EMILIENNE ANDERSON

    VP NURSING SERVICES & CNO

    Total calculated
    $279,531
    From this org
    $0
    From related orgs
    $253,764
    Other
    $25,767
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,688 related
    Bonus
    $0 + $41,600 related
    Other
    $0 + $42,476 related
    Deferred
    $0 + $11,115 related
    Nontaxable benefits
    $0 + $14,652 related
    Filer's total
    $0 + $279,531 related
  • SONYA K STEINER

    DIRECTOR VALLEY CLINIC

    Total calculated
    $211,011
    From this org
    $197,985
    From related orgs
    $0
    Other
    $13,026
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $164,287
    Bonus
    $0
    Other
    $33,698
    Deferred
    $0
    Nontaxable benefits
    $13,026
    Filer's total
    $211,011
  • MICHAEL MEYER

    PHYSICIAN ASSISTANT

    Total calculated
    $198,968
    From this org
    $186,334
    From related orgs
    $0
    Other
    $12,634
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $6,262
    Bonus
    $3,559
    Other
    $176,513
    Deferred
    $0
    Nontaxable benefits
    $12,634
    Filer's total
    $198,968
  • NICOLAS P WANNER

    PHYSICIAN ASSISTANT

    Total calculated
    $301,563
    From this org
    $266,723
    From related orgs
    $0
    Other
    $34,840
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $239,892
    Bonus
    $200
    Other
    $26,631
    Deferred
    $4,707
    Nontaxable benefits
    $30,133
    Filer's total
    $301,563
  • LAURA J MEYER

    NURSE PRACTITIONER

    Total calculated
    $261,311
    From this org
    $231,102
    From related orgs
    $0
    Other
    $30,209
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $151,924
    Bonus
    $200
    Other
    $78,978
    Deferred
    $0
    Nontaxable benefits
    $30,209
    Filer's total
    $261,311
  • SAMUEL G JOHNSON

    PHYSICIAN ASSISTANT

    Total calculated
    $233,278
    From this org
    $204,453
    From related orgs
    $0
    Other
    $28,825
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $8,348
    Bonus
    $22,898
    Other
    $173,207
    Deferred
    $0
    Nontaxable benefits
    $28,825
    Filer's total
    $233,278
  • ANDREW E DORWART MD

    FORMER SMG PRESIDENT

    Total calculated
    $343,706
    From this org
    $0
    From related orgs
    $282,322
    Other
    $61,384
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $205,223 related
    Bonus
    $0
    Other
    $0 + $77,099 related
    Deferred
    $0 + $21,900 related
    Nontaxable benefits
    $0 + $39,484 related
    Filer's total
    $0 + $343,706 related
  • THEODORE WEGLEITNER

    FORMER PRESIDENT

    Total calculated
    $283,494
    From this org
    $0
    From related orgs
    $269,652
    Other
    $13,842
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $269,652 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $13,842 related
    Filer's total
    $0 + $283,494 related
  • NATHAN S PULSCHER

    FORMER VP ANCILLARY SERVICES

    Total calculated
    $379,987
    From this org
    $0
    From related orgs
    $313,799
    Other
    $66,188
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,957 related
    Bonus
    $0 + $45,121 related
    Other
    $0 + $6,721 related
    Deferred
    $0 + $28,036 related
    Nontaxable benefits
    $0 + $38,152 related
    Filer's total
    $0 + $379,987 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

  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE STILLWATER MEDICAL GROUP (SMG) PRESIDENT AND OTHER OFFICERS ARE EMPLOYED BY GROUP HEALTH PLAN, INC. (GHI), LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. (THE HOSPITAL), BOTH OF WHICH ARE RELATED ORGANIZATIONS, OR SMG. GHI, THE HOSPITAL, AND SMG HAVE AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF THE SMG'S PRESIDENT AND OTHER OFFICERS.
PART I, LINE 4B
DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: NANCY L. EVERT $ 54,148 BRANDI L. LUNNEBORG $23,255 ALITA R. RISINGER $34,771 PAHOUA HOFFMAN $30,366
PART I, LINE 6
SMG'S OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE EMPLOYED BY SMG, LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION, INC. (THE HOSPITAL) OR BY GROUP HEALTH PLAN, INC. (GHI). THE HOSPITAL AND GHI ARE BOTH RELATED ORGANIZATIONS. COMPENSATION REPORTED IN FORM 990, PART VII INCLUDES ANY COMPENSATION DERIVED FROM EITHER SMG'S, THE HOSPITAL'S, OR GHI'S LEADER INCENTIVE PROGRAMS, WHICH INCENT AND REWARD BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGRAMS ARE A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE LEADER INCENTIVE PROGRAMS' REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G. SENIOR VICE PRESIDENT, VICE PRESIDENT, DIRECTOR, MANAGER, AND OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. THESE AREAS MAY INCLUDE, BUT ARE NOT LIMITED TO, PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, HEALTH PLAN AND CARE DELIVERY MARKET SHARE, STRATEGIC CAPABILITIES, HOSPITAL AND CLINIC QUALITY MEASURES, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. AN OPERATING INCOME THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.
990, SCHEDULE J, PART II: PRIOR REPORTED COMPENSATION
COLUMN (F) INCLUDES AMOUNTS PAID TO PARTICIPANTS IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION, FOR THE FOLLOWING DIRECTORS AND OFFICERS: NANCY L. EVERT $ 36,575 BRANDI L. LUNNEBORG $ 2,556 THEODORE WEGLEITNER $ 269,652 ANY ANALYSIS OF EARNINGS FOR THE CURRENT YEAR, FOR THESE PARTICIPANTS OF THE PLAN, SHOULD EXCLUDE THE AMOUNT IN COLUMN F AS PART OF THE ANALYSIS SINCE THOSE EARNINGS WERE ALREADY REPORTED IN COLUMN (C) OF PREVIOUS YEARS' 990'S.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202413189349311581

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