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Nonprofiteer
← SAINT JOSEPH HOSPITAL

Form 990 for tax year 2024

Filed by SAINT JOSEPH HOSPITAL.

Totals

Total revenue
$645,390,055
Total expenses
$659,591,540
Contributions and grants received
$1,985,926
Grants paid
$8,597,284
Program service revenue
$632,345,639
Investment income
$8,796,140
Other revenue
$2,262,350
Total assets, end of year
$1,017,075,901
Total liabilities, end of year
$210,147,621
Net assets or fund balances, end of year
$806,928,280
Program services expenses (Part IX)
$554,338,763
Management and general expenses
$105,252,777
Fundraising expenses
$0
Program service expenses (Part III)
$554,338,763

Program services were 84.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $729,525

  • 1e · Government grants (contributions)

    $1,256,401

  • 2a · Program service revenue: PATIENT SERVICE REVENU

    total $632,345,639 · related or exempt $631,271,084 · unrelated business $1,074,555

  • 3 · Investment income

    total $8,693,973 · excluded $8,693,973

  • 6a · Gross rents

    real property $129,989

  • 6b · Less rental expenses

    real property $33,544

  • 6c · Rental income or loss

    real property $96,445

  • 6d · Net rental income or loss

    total $96,445 · excluded $96,445

  • 7a · Gross sales of assets other than inventory

    other assets $3,735,523

  • 7b · Less cost or other basis and sales expenses

    other assets $3,633,356

  • 7c · Gain or loss

    other assets $102,167

  • 7d · Net gain or loss

    total $102,167 · excluded $102,167

  • 11a · Other revenue: CAFETERIA

    total $2,165,905 · related or exempt $2,158,598 · unrelated business $7,307

  • 11e · Other revenue, total

    $2,165,905

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,597,284 · program services $8,597,284

  • 5 · Compensation of officers, directors and key employees

    total $8,050,893 · program services $7,973,958 · management and general $76,935

  • 7 · Other salaries and wages

    total $185,146,706 · program services $182,905,996 · management and general $2,240,710

  • 8 · Pension plan contributions

    total $8,969,843 · program services $8,969,843

  • 9 · Other employee benefits

    total $24,236,200 · program services $24,236,200

  • 10 · Payroll taxes

    total $14,700,725 · program services $14,537,652 · management and general $163,073

  • 11d · Fees: lobbying

    total $9,418 · management and general $9,418

  • 11g · Fees: other

    total $31,368,262 · program services $29,866,109 · management and general $1,502,153

  • 12 · Advertising and promotion

    total $106,571 · program services $102,207 · management and general $4,364

  • 13 · Office expenses

    total $1,592,871 · program services $1,569,895 · management and general $22,976

  • 14 · Information technology

    total $34,367,729 · program services $149,515 · management and general $34,218,214

  • 16 · Occupancy

    total $11,172,191 · program services $11,142,344 · management and general $29,847

  • 17 · Travel

    total $383,063 · program services $308,727 · management and general $74,336

  • 19 · Conferences, conventions and meetings

    total $503,025 · program services $450,401 · management and general $52,624

  • 20 · Interest

    total $8,771,107 · program services $8,771,107

  • 22 · Depreciation, depletion and amortization

    total $37,519,412 · program services $37,519,412

  • 23 · Insurance

    total $731,614 · program services $731,614

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $122,599,868 · program services $122,599,868

  • 24b · Other expenses: SHRD SRVCS-ADMIN & RSC

    total $43,792,602 · management and general $43,792,602

  • 24c · Other expenses: MEDICAL PROVIDER TAXES

    total $38,032,672 · program services $38,032,672

  • 24d · Other expenses: CONTRACT SERVICES

    total $25,987,136 · program services $19,403,063 · management and general $6,584,073

  • 24e · All other expenses

    total $52,952,348 · program services $36,470,896 · management and general $16,481,452

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,803 · end of year $0

  • 4 · Accounts receivable

    beginning of year $66,459,498 · end of year $69,744,342

  • 7 · Other notes and loans receivable

    beginning of year $273,046 · end of year $158,047

  • 8 · Inventories for sale or use

    beginning of year $9,511,221 · end of year $10,430,219

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,205,096 · end of year $3,469,014

  • 10a · Land, buildings and equipment: cost or other basis

    $841,367,399

  • 10b · Land, buildings and equipment: accumulated depreciation

    $98,267,049

  • 10c · Land, buildings and equipment, net

    beginning of year $763,645,629 · end of year $743,100,350

  • 15 · Other assets

    beginning of year $200,686,276 · end of year $190,173,929

  • 17 · Accounts payable and accrued expenses

    beginning of year $35,588,965 · end of year $31,266,327

  • 19 · Deferred revenue

    beginning of year $2,969,730 · end of year $2,947,914

  • 23 · Secured mortgages and notes payable

    beginning of year $165,608,315 · end of year $160,720,166

  • 25 · Other liabilities

    beginning of year $18,491,513 · end of year $15,213,214

  • 27 · Net assets without donor restrictions

    beginning of year $821,134,046 · end of year $806,928,280

Mission and programs · 2024

Mission

WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.

Activities or mission (Part I)

WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.FORM 990, PART I, LINE JWEBSITE ADDRESS:HTTPS://INTERMOUNTAINHEALTHCARE.ORG/LOCATIONS/INTERMOUNTAIN-HEALTH-SAINT-JOSEPH-HOSPITAL

  • SAINT JOSEPH HOSPITAL WAS FOUNDED IN DENVER IN 1873 BY THE SISTERS OF CHARITY OF LEAVENWORTH AS THE FIRST PRIVATE TEACHING HOSPITAL IN COLORADO AND HAS HISTORICALLY BEEN PART OF SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. TODAY, IT REMAINS THE LARGEST PRIVATE TEACHING HOSPITAL IN DENVER. THE HOSPITAL PROVIDES A TRADITION OF HEALTHCARE THAT INCLUDES COMPASSIONATE CAREGIVERS, STELLAR CLINICAL EXPERTISE AND ACTIVE CLINICAL PARTNERSHIPS WITH KAISER PERMANENTE, NATIONAL JEWISH HEALTH AND COMMUNITY PHYSICIANS.IN 2014, SAINT JOSEPH HOSPITAL AND NATIONAL JEWISH HEALTH (A TAX-EXEMPT 501(C)(3) ORGANIZATION) FORMED A JOINT OPERATING AGREEMENT TO PROVIDE INPATIENT AND OUTPATIENT CARE TOGETHER IN COLORADO. THIS COLLABORATIVE CARE MODEL BRINGS TOGETHER TWO LEADING HEALTHCARE ORGANIZATIONS WITH COMPLEMENTARY CULTURES, MISSIONS AND DEDICATION TO EXCELLENCE TO FOCUS ON PROVIDING THE BEST CARE POSSIBLE. THE STRONG OUTPATIENT APPROACH AND SPECIALTY EXPERTISE OF NATIONAL JEWISH HEALTH COMBINES WITH THE FOCUSED INPATIENT EXPERTISE OF SAINT JOSEPH HOSPITAL TO INCREASE OUR ABILITY TO MANAGE PATIENTS ALONG THE FULL CONTINUUM OF CARE.THE ORGANIZATIONS DID NOT MERGE, AND NEITHER ORGANIZATION HAS BEEN PURCHASED BY THE OTHER. NATIONAL JEWISH HEALTH AND SAINT JOSEPH HOSPITAL ARE JOINTLY MANAGING CLINICAL OPERATIONS. BOTH NATIONAL JEWISH HEALTH AND SAINT JOSEPH HOSPITAL VALUE THE PROFOUND IMPACT RESEARCH HAS ON THE UNDERSTANDING AND TREATMENT OF HUMAN DISEASE. BOTH HAVE OUTSTANDING AND COMPLEMENTARY TEACHING PROGRAMS. TOGETHER, WE ARE MAXIMIZING THE CAPABILITIES OF BOTH INSTITUTIONS TO FOSTER COLLABORATION AND EXCELLENCE IN THE TEACHING AREA.SAINT JOSEPH HOSPITAL IS RELATED TO SCL HEALTH MEDICAL GROUP - DENVER, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY OWNED BY A RELATED ORGANIZATION, INTERMOUNTAIN FRONT RANGE, INC. SCL HEALTH MEDICAL GROUP - DENVER, LLC IS A GROUP OF PHYSICIAN CLINICS THAT PROVIDE PROFESSIONAL SERVICES TO THE SAINT JOSEPH HOSPITAL COMMUNITY AND SUPPORTS THE MISSION OF SAINT JOSEPH'S HOSPITAL.ALTHOUGH SCL HEALTH MEDICAL GROUP - DENVER, LLC IS NOT OWNED DIRECTLY BY SAINT JOSEPH HOSPITAL, SAINT JOSEPH HOSPITAL IS REQUIRED TO FUND A PORTION OF THE OPERATING LOSSES OF SCL HEALTH MEDICAL GROUP - DENVER, LLC. IN 2024, THE HOSPITAL PROVIDED $31,099,353 IN SUPPORT OF THE LOSSES OF THE PHYSICIAN CLINICS.ON APRIL 1, 2022, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFLIATED WITH INTERMOUNTAIN HEALTH CARE, INC., CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, AND WYOMING. THE ORGANIZATION EMPLOYS MORE THAN 68,000 CAREGIVERS, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA.AS PART OF INTERMOUNTAIN HEALTH (INTEGRATED HEALTH SYSTEM), SAINT JOSEPH HOSPITAL HAS DIRECT ACCESS TO BEST PRACTICES, RESOURCES, TECHNOLOGY, TALENT AND STRATEGIC CAPITAL.SAINT JOSEPH HOSPITAL HAS A VARIETY OF PROGRAMS AND SERVICES TO SERVE THE COMMUNITY INCLUDING BUT NOT LIMITED TO:- CANCER CARE- EMERGENCY AND TRAUMA SERVICES- FAMILY MEDICINE- GRADUATE MEDICAL EDUCATION- HEART AND VASCULAR CARE- LABOR AND DELIVERY SERVICES- ORTHOPEDICS- PALLIATIVE CARE- RADIOLOGY, IMAGING AND ANCILLARY SERVICES- RESPIRATORY HEALTH- SPORTS MEDICINE- SURGERY CENTER- THERAPY AND REHAB SERVICES- WOMEN'S HEALTH SERVICESDURING 2024, SAINT JOSEPH HOSPITAL, HAD THE FOLLOWING RESULTS:ADMISSIONS: 16,205OUTPATIENT VISITS: 167,850EMERGENCY DEPARTMENT VISITS: 63,586BIRTHS: 4,050SURGERIES: 11,286LAB TESTS: 1,250,494MISSION, VISION & VALUES:MISSION:WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.VISION:BE A MODEL HEALTH SYSTEM BY PROVIDING EXTRAORDINARY CARE AND SUPERIOR SERVICE AT AN AFFORDABLE COST.VALUES:WE ARE LEADERS IN CLINICAL EXCELLENCE, DELIVERING SAFE, BEST-IN-QUALITY CARE.WE BELIEVE IN WHAT WE DO, LIVING OUR MISSION EVERY DAY.WE SERVE WITH EMPATHY, CARING FOR EACH CAREGIVER, PATIENT, AND MEMBER WITH COMPASSION AND RESPECT.WE ARE PARTNERS IN HEALTH, COLLABORATING TO KEEP PEOPLE WELL.WE DO THE RIGHT THING, LEARNING AND ACTING WITH PURPOSE.WE ARE BETTER TOGETHER, BUILDING COMMUNITY THROUGH TEAMWORK AND BELONGING.AWARDS AND RECOGNITION:SAINT JOSEPH WAS NAMED AS ONE OF NEWSWEEK'S 2024 RANKINGS OF WORLD'S BEST HOSPITALS. THE PRESTIGIOUS LIST AIMS TO HIGHLIGHT THE BEST FACILITIES EACH YEAR BY USING A METHODOLOGY THAT EVALUATES QUALITY AND SAFETY MEASURES MEANT TO PROVIDE A GUIDE FOR PATIENTS AND FAMILIES IN CHOOSING HEALTHCARE SERVICES IN THEIR COMMUNITIES. NEWSWEEK LOOKED AT DATA FROM 2,400 HOSPITALS ACROSS 30 COUNTRIES TO COMPILE THEIR LIST. THE FINAL SCORES WERE BASED ON SURVEYS FROM MEDICAL EXPERTS, PATIENT/DOCTOR RATIOS, AND PATIENT SATISFACTION SURVEYS, AMONG OTHER METRICS.SAINT JOSEPH HOSPITAL HAS EARNED A 5-STAR RATING WHEN IT COMES TO PATIENT EXPERIENCE AS REPORTED BY CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS).SAINT JOSEPH HOSPITAL IS DESIGNATED BABY-FRIENDLY UNDER THE BABY-FRIENDLY HOSPITAL INITIATIVE, A GLOBAL PROGRAM SPONSORED BY THE WORLD HEALTH ORGANIZATION (WHO) AND THE UNITED NATIONS CHILDREN'S FUND (UNICEF).THE AMERICAN HEART ASSOCIATION AND AMERICAN STROKE ASSOCIATION RECOGNIZED SAINT JOSEPH HOSPITAL WITH GOLD PLUS ACHIEVEMENT AWARD, TARGET STROKE ELITE HONOR ROLE, AND TARGET TYPE 2 DIABETES HONOR ROLL AWARDS FOR THEIR CONTINUED SUCCESS FOLLOWING GUIDELINES TO SPEED RECOVERY AND REDUCE DEATH AND DISABILITY FOR STROKE PATIENTS.SAINT JOSEPH HOSPITAL RECEIVED THE CHEST PAIN MI REGISTRY AWARD IN 2022, 2023 AND 2024 FROM THE AMERICAN COLLEGE OF CARDIOLOGY WHICH RECOGNIZES HOSPITALS THAT HAVE TOP-LEVEL PERFORMANCE IN THEIR CARE OF PATIENTS WHILE ADHERING TO THEIR SPECIFIC GUIDELINE RECOMMENDATIONS.

    Expenses $554,338,763 · Grants $8,597,284 · Revenue $634,504,237

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Scott Peek

    TRUSTEE/PRESIDENT (PARTIAL)

    Total calculated
    $1,505,097
    From this org
    $0
    From related orgs
    $1,119,277
    Other
    $385,820
    Hours/week
    50 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $778,339 related
    Bonus
    $0 + $336,241 related
    Other
    $0 + $4,697 related
    Deferred
    $0 + $354,414 related
    Nontaxable benefits
    $0 + $31,406 related
    Filer's total
    $0 + $1,505,097 related

  • Barbara Jahn

    FORMER KEY EMPLOYEE

    Total calculated
    $1,077,260
    From this org
    $0
    From related orgs
    $976,088
    Other
    $101,172
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,009 related
    Bonus
    $0 + $108,745 related
    Other
    $0 + $589,334 related
    Deferred
    $0 + $86,551 related
    Nontaxable benefits
    $0 + $14,621 related
    Filer's total
    $0 + $1,077,260 related

  • Simon Payne

    FORMER KEY EMPLOYEE

    Total calculated
    $940,681
    From this org
    $0
    From related orgs
    $910,662
    Other
    $30,019
    Hours/week
    0 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,564 related
    Bonus
    $0 + $119,579 related
    Other
    $0 + $620,519 related
    Deferred
    $0 + $17,590 related
    Nontaxable benefits
    $0 + $12,429 related
    Filer's total
    $0 + $940,681 related

  • Dina Bush

    FORMER KEY EMPLOYEE

    Total calculated
    $752,087
    From this org
    $0
    From related orgs
    $558,362
    Other
    $193,725
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $401,099 related
    Bonus
    $0 + $122,618 related
    Other
    $0 + $34,645 related
    Deferred
    $0 + $162,848 related
    Nontaxable benefits
    $0 + $30,877 related
    Filer's total
    $0 + $752,087 related

  • Troy Stoehr

    VP FINANCE SJD (PARTIAL)

    Total calculated
    $724,050
    From this org
    $0
    From related orgs
    $627,497
    Other
    $96,553
    Hours/week
    16 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $233,480 related
    Bonus
    $0 + $66,804 related
    Other
    $0 + $327,213 related
    Deferred
    $0 + $67,017 related
    Nontaxable benefits
    $0 + $29,536 related
    Filer's total
    $0 + $724,050 related

  • 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

  • David Biggerstaff

    VP CHIEF OPERATING OFFICER SJD

    Total calculated
    $713,071
    From this org
    $505,495
    From related orgs
    $0
    Other
    $207,576
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $409,931
    Bonus
    $92,970
    Other
    $2,594
    Deferred
    $174,670
    Nontaxable benefits
    $32,906
    Filer's total
    $713,071

  • John Tynes

    VP CHIEF MEDICAL OFFICER SJD

    Total calculated
    $667,643
    From this org
    $624,398
    From related orgs
    $0
    Other
    $43,245
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $454,702
    Bonus
    $100,569
    Other
    $69,127
    Deferred
    $20,700
    Nontaxable benefits
    $22,545
    Filer's total
    $667,643

  • Emily Speer

    FORMER HIGHEST COMPENSATED

    Total calculated
    $635,140
    From this org
    $0
    From related orgs
    $578,488
    Other
    $56,652
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $509,674 related
    Bonus
    $0 + $67,289 related
    Other
    $0 + $1,525 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $35,952 related
    Filer's total
    $0 + $635,140 related

  • Kimberly Vanderveen

    PHYSICIAN GME FACULTY

    Total calculated
    $635,002
    From this org
    $612,876
    From related orgs
    $0
    Other
    $22,126
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $445,220
    Bonus
    $163,939
    Other
    $3,717
    Deferred
    $16,210
    Nontaxable benefits
    $5,916
    Filer's total
    $635,002

  • Alwin Steinmann

    CHIEF ACADEMIC MEDICINE

    Total calculated
    $627,992
    From this org
    $506,155
    From related orgs
    $0
    Other
    $121,837
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $365,185
    Bonus
    $82,536
    Other
    $58,434
    Deferred
    $97,510
    Nontaxable benefits
    $24,327
    Filer's total
    $627,992

  • Jason Johnson

    PHYSICIAN GME FACULTY

    Total calculated
    $622,761
    From this org
    $593,079
    From related orgs
    $0
    Other
    $29,682
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $589,595
    Bonus
    $504
    Other
    $2,980
    Deferred
    $20,319
    Nontaxable benefits
    $9,363
    Filer's total
    $622,761

  • John Raheb

    FORMER HIGHEST COMPENSATED

    Total calculated
    $602,880
    From this org
    $0
    From related orgs
    $545,949
    Other
    $56,931
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $527,599 related
    Bonus
    $0 + $8,008 related
    Other
    $0 + $10,342 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $36,231 related
    Filer's total
    $0 + $602,880 related

  • Jelden James Arcilla

    CHIEF NURSING OFFICER SJD

    Total calculated
    $584,473
    From this org
    $402,436
    From related orgs
    $0
    Other
    $182,037
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $336,535
    Bonus
    $58,316
    Other
    $7,585
    Deferred
    $151,238
    Nontaxable benefits
    $30,799
    Filer's total
    $584,473

  • Noelle Bertelson

    PHYSICIAN GME ASSOC PROGRAM DIRECTOR

    Total calculated
    $521,041
    From this org
    $465,113
    From related orgs
    $0
    Other
    $55,928
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $462,852
    Bonus
    $504
    Other
    $1,757
    Deferred
    $20,700
    Nontaxable benefits
    $35,228
    Filer's total
    $521,041

  • Terence Moloughney

    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

  • Sydne Muratore

    PHYSICIAN GME PROGRAM DIRECTOR

    Total calculated
    $487,902
    From this org
    $463,277
    From related orgs
    $0
    Other
    $24,625
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $461,372
    Bonus
    $504
    Other
    $1,401
    Deferred
    $20,700
    Nontaxable benefits
    $3,925
    Filer's total
    $487,902

  • Ashley Denton

    AVP FINANCE, FRONT RANGE MKT(PARTIAL)

    Total calculated
    $476,021
    From this org
    $336,235
    From related orgs
    $0
    Other
    $139,786
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $273,142
    Bonus
    $62,205
    Other
    $888
    Deferred
    $108,380
    Nontaxable benefits
    $31,406
    Filer's total
    $476,021

  • Meredith Alston

    PHYSICIAN GME PROGRAM DIRECTOR

    Total calculated
    $474,712
    From this org
    $418,076
    From related orgs
    $0
    Other
    $56,636
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $415,740
    Bonus
    $504
    Other
    $1,832
    Deferred
    $19,363
    Nontaxable benefits
    $37,273
    Filer's total
    $474,712

  • 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

  • Patrice Farrell-Deline

    FORMER KEY EMPLOYEE

    Total calculated
    $375,970
    From this org
    $0
    From related orgs
    $272,169
    Other
    $103,801
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,000 related
    Bonus
    $0 + $46,597 related
    Other
    $0 + $20,572 related
    Deferred
    $0 + $80,672 related
    Nontaxable benefits
    $0 + $23,129 related
    Filer's total
    $0 + $375,970 related

  • Jameson Smith

    PRESIDENT SJD (PARTIAL)

    Total calculated
    $360,711
    From this org
    $340,249
    From related orgs
    $0
    Other
    $20,462
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $75,213
    Bonus
    $186,699
    Other
    $78,337
    Deferred
    $15,690
    Nontaxable benefits
    $4,772
    Filer's total
    $360,711

  • Caitlin Pride

    VP MISSION INTEGRATION

    Total calculated
    $305,466
    From this org
    $0
    From related orgs
    $202,455
    Other
    $103,011
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $131,311 related
    Bonus
    $0 + $70,600 related
    Other
    $0 + $544 related
    Deferred
    $0 + $70,294 related
    Nontaxable benefits
    $0 + $32,717 related
    Filer's total
    $0 + $305,466 related

  • Lara Zarzecki

    ASSISTANT SECRETARY (PARTIAL)

    Total calculated
    $266,336
    From this org
    $0
    From related orgs
    $227,964
    Other
    $38,372
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,910 related
    Bonus
    $0 + $25,416 related
    Other
    $0 + $33,638 related
    Deferred
    $0 + $12,714 related
    Nontaxable benefits
    $0 + $25,658 related
    Filer's total
    $0 + $266,336 related

  • Peter Schaad

    FORMER KEY EMPLOYEE

    Total calculated
    $202,387
    From this org
    $0
    From related orgs
    $188,519
    Other
    $13,868
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $30,756 related
    Other
    $0 + $157,763 related
    Deferred
    $0 + $615 related
    Nontaxable benefits
    $0 + $13,253 related
    Filer's total
    $0 + $202,387 related

  • Grace Jimenez

    ASSISTANT SECRETARY (PARTIAL)

    Total calculated
    $74,550
    From this org
    $0
    From related orgs
    $65,840
    Other
    $8,710
    Hours/week
    1 + 51 related

  • Christopher Bates MD

    TRUSTEE

    Total calculated
    $63,204
    From this org
    $0
    From related orgs
    $56,170
    Other
    $7,034
    Hours/week
    1 + 1 related

  • Steven Brown MD

    TRUSTEE

    Total calculated
    $54,666
    From this org
    $0
    From related orgs
    $53,594
    Other
    $1,072
    Hours/week
    1 + 1 related

  • Kathy Boelter

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • James Capps

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Christine Forkner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Steven Frankel MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Faye Hummel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • David Kinnard MD

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Gillian McKnight-Tutein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Melissa Whitmer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kelly Snow-Dunkin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 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

  • 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: JELDEN JAMES ARCILLA - $1,517.
PART I, LINE 1B
TAX INDEMNIFICATION AND GROSS-UP PAYMENTS WRITTEN POLICY THE FILING ORGANIZATION DOES NOT HAVE A FORMAL WRITTEN POLICY FOR TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HOWEVER, BEFORE ANY TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE MADE; PROPER APPROVAL IS REQUIRED FROM THE EMPLOYEE'S MANAGER AND FROM HUMAN RESOURCES.
PART I, LINE 3
COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: 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; TROY STOEHR - $228,918; BARBARA JAHN - $362,349; SIMON PAYNE -$564,366; PETER SCHAAD - $142,744. PART I, LINE 4B PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: A RELATED ORGANIZATION PROVIDES NONQUALIFIED DEFERRED COMPENSATION PLANS (NQDC) KNOWN AS 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 NOT- FOR- PROFIT HEALTH SYSTEMS. THESE PLANS ENABLE THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR THAT THEY PARTICIPATE. 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 PLANS 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 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. THE VESTED AMOUNTS ARE TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE RECIPIENT'S W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2024 WERE: SEAN FADDEN - $24,243; JAMESON SMITH - $77,827; TROY STOEHR - $97,405; JASON GAINES - $25,910; ALWIN STEINMANN - $47,434; JOHN TYNES - $55,356; BARBARA JAHN - $222,411; SIMON PAYNE - $54,889; DINA BUSH - $30,011; PATRICE FARRELL-DELINE - $17,318
FORM 990, SCHEDULE J - 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

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.

  • SCLH-GI ENDOSCOPY HOLDINGS LLC

    OUTPATIENT ENDOSCOPY · CO

  • SCLTDI JV LLC

    RADIOLOGY · DE

  • ATHLETIC MEDICINE & PERFORMANCE LLC (SVB IS PARTNER)

    PHYSICAL THERAPY · MT

  • SUMMIT SURGERY CENTER LLC

    OUTPATIENT SURGERY · MT

  • GRAND VALLEY SURGICAL CENTER LLC

    OUTPATIENT SURGERY · CO

  • HEALTHCARE MANAGEMENT LLC

    MANAGEMENT SERVICES · CO

  • MONUMENT HEALTH LLC

    HEALTH CARE NETWORK · CO

  • PAVILION IMAGING LLC

    RADIOLOGY · CO

  • SAN JUAN CANCER CENTER LLC

    OUTPATIENT CANCER · CO

  • CAREFLIGHT OF THE ROCKIES LLC

    MEDICAL AIR TRANSPORT · CO

  • MED-MAP LLC

    RENTAL REAL ESTATE · MT

  • YELLOWSTONE SURGERY CENTER LLC

    OUTPATIENT SURGERY · MT

  • GALLATIN VALLEY SURGERY CENTER LLC

    OUTPATIENT SURGERY · MT

  • FIRST FLIGHT OF WYOMING LLC

    MEDICAL AIR TRANSPORT · CO

  • MCKAY DEE SURGICAL CENTER LLC

    OUTPATIENT SURGERY · UT

  • GRANDEUR PEAK INTERNATIONAL STALWARTS LP

    INVESTMENTS · DE

  • INNOVATION FUND HOLDINGS COMPANY LLC

    INNOVATION · DE

  • HEALTHBOX SALT LAKE CITY I LLC

    INNOVATION · DE

  • INTERMOUNTAIN VENTURES FUND LLC

    INVESTMENTS · DE

  • PELION OPPORTUNITY FUND III LLC

    INVESTMENTS · DE

  • AACP KOREA BUYOUT INVESTORS II LP

    INVESTMENTS · CJ

  • AACP SPECIAL SITUATIONS II LP

    INVESTMENTS · CJ

  • AACP KOREA BUYOUT INVESTORS IV LP

    INVESTMENTS · CJ

  • LOGAN SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • ST GEORGE SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • SALTZER ASC TEN MILE LLC

    OUTPATIENT SURGERY · ID

  • NORTHPOINTE SURGICAL CENTER LLC

    OUTPATIENT SURGERY · UT

  • PERFORMANCE EQUITY GROWTH OPPORTUNITIES FUND LP

    INVESTMENTS · DE

  • MURRAY SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • PROVO SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • SARATOGA SPRINGS SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • PARK CITY SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • PARK CITY SURGICAL CENTER REAL ESTATE LLC

    OUTPATIENT SURGERY · UT

  • CDHC 3 LLC

    INVESTMENTS · UT

  • ARK GLOBAL EMERGING COMPANIES LP

    INVESTMENTS · UT

  • PELION OPPORTUNITY FUND IV LLC

    INVESTMENTS · UT

  • LAYTON SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • RIVERTON SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • EAR NOSE & THROAT SURGERY CENTER OF UTAH LLC

    OUTPATIENT SURGERY · UT

  • AE CO-INVESTMENT PARTNERS FUND III-F LP

    INVESTMENTS · FL

  • TELLICA IMAGING - MASSACHUSETTS LLC

    IMAGING · DE

  • GRANDEUR PEAK GLOBAL OPPORTUNITIES LP

    INVESTMENTS · UT

  • AACP AUSTRALIA BUYOUT INVESTORS III LP

    INVESTMENTS · UT

Related corporations and trusts

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

  • CARENT LABORATORY SOLUTIONS LLC

    C · MEDICAL LABORATORY · CO · controlled entity

  • CARITAS INC AND SUBSIDIARIES

    C · HEALTHCARE · KS · controlled entity

  • WEST END ASSOCIATION INC

    C · REAL ESTATE MANAGEMENT · MT · controlled entity

  • LEAVEN INSURANCE COMPANY LTD

    C · INSURANCE · CJ · controlled entity

  • ROCKY MOUNTAIN ACCOUNTABLE HEALTH NETWORK INC

    C · HEALTHCARE · MT · controlled entity

  • SELECTHEALTH BENEFIT ASSURANCE COMPANY

    C · DELIVERY OF HEALTH BENEFITS · UT · controlled entity

  • HEALTHCARE CAPTIVE INSURANCE COMPANY

    C · INSURANCE · AZ · controlled entity

  • ALLUCEO INC

    C · MENTAL HEALTH INTEGRATION SERVICES · DE · controlled entity

  • SALTZER MEDICAL GROUP INC

    C · MEDICAL SERVICES · ID · controlled entity

  • CLASSIC MEDICAL INC

    C · AIRCRAFT HOLDING COMPANY · UT · controlled entity

  • CLASSIC HELICOPTERS INC

    C · AIRCRAFT HOLDING COMPANY · UT · controlled entity

  • CULMINATION BIO INC

    C · BIOREPOSITORY · DE · controlled entity

  • CAN YOU PLAY INC

    C · SOFTWARE DEVELOPMENT · UT · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202503099349302035

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

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