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Nonprofiteer
← KOOTENAI HEALTH INC

Form 990 for tax year 2024

Filed by KOOTENAI HEALTH INC.

Totals

Total revenue
$1,001,675,291
Total expenses
$973,897,402
Contributions and grants received
$2,109,603
Grants paid
$77,711
Program service revenue
$969,836,832
Investment income
$9,282,491
Other revenue
$20,446,365
Total assets, end of year
$890,541,814
Total liabilities, end of year
$319,599,918
Net assets or fund balances, end of year
$570,941,896
Program services expenses (Part IX)
$732,157,439
Management and general expenses
$241,739,963
Fundraising expenses
$0
Program service expenses (Part III)
$732,157,439

Program services were 75.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • KATHLEEN BRODIE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT COLVIN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • TERI FARR

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DAVID BOBBITT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CYNTHIA CLARK RN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR THOMAS DETAR MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH GODBEHERE RN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DARIN HAYES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHAWN ALGER-KEOUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR ROBERT MCFARLAND MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT YUDITSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMESON SMITH

    CEO (BEGINNING 3/2024)

    Total calculated
    $822,023
    From this org
    $795,164
    From related orgs
    $0
    Other
    $26,859
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $653,232
    Bonus
    $100,000
    Other
    $41,932
    Deferred
    $9,866
    Nontaxable benefits
    $16,993
    Filer's total
    $822,023

  • JON NESS

    CEO (RETIRED 3/2024)

    Total calculated
    $2,035,690
    From this org
    $2,025,785
    From related orgs
    $0
    Other
    $9,905
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $234,458
    Bonus
    $363,163
    Other
    $1,428,164
    Deferred
    $4,655
    Nontaxable benefits
    $5,250
    Filer's total
    $2,035,690

  • MICHELE BOUIT

    CFO

    Total calculated
    $743,366
    From this org
    $709,821
    From related orgs
    $0
    Other
    $33,545
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $516,908
    Bonus
    $173,254
    Other
    $19,659
    Deferred
    $12,723
    Nontaxable benefits
    $20,822
    Filer's total
    $743,366

  • RYAN SMITH

    CHIEF INFORMATION OFFICER

    Total calculated
    $566,111
    From this org
    $537,773
    From related orgs
    $0
    Other
    $28,338
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $384,486
    Bonus
    $106,901
    Other
    $46,386
    Deferred
    $10,403
    Nontaxable benefits
    $17,935
    Filer's total
    $566,111

  • JOHN WEINSHEIM

    EXECUTIVE VP KOOTENAI CLINIC

    Total calculated
    $532,192
    From this org
    $494,161
    From related orgs
    $0
    Other
    $38,031
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $337,525
    Bonus
    $96,290
    Other
    $60,346
    Deferred
    $14,663
    Nontaxable benefits
    $23,368
    Filer's total
    $532,192

  • KELLY ESPINOZA

    RN

    Total calculated
    $500,443
    From this org
    $461,931
    From related orgs
    $0
    Other
    $38,512
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $354,301
    Bonus
    $100,106
    Other
    $7,524
    Deferred
    $11,946
    Nontaxable benefits
    $26,566
    Filer's total
    $500,443

  • ROBERT BURNETT MD

    CARDIOVASCULAR SURGERY MEDICAL DIRECTOR

    Total calculated
    $1,401,339
    From this org
    $1,382,005
    From related orgs
    $0
    Other
    $19,334
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,270,703
    Bonus
    $110,915
    Other
    $387
    Deferred
    $0
    Nontaxable benefits
    $19,334
    Filer's total
    $1,401,339

  • ERICK MONTERO MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $1,363,858
    From this org
    $1,348,784
    From related orgs
    $0
    Other
    $15,074
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,237,662
    Bonus
    $110,915
    Other
    $207
    Deferred
    $0
    Nontaxable benefits
    $15,074
    Filer's total
    $1,363,858

  • JOHN MCGOWAN MD

    NEUROSURGEON

    Total calculated
    $1,162,759
    From this org
    $1,152,276
    From related orgs
    $0
    Other
    $10,483
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,103,266
    Bonus
    $48,875
    Other
    $135
    Deferred
    $0
    Nontaxable benefits
    $10,483
    Filer's total
    $1,162,759

  • TORI LENNOX MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $1,123,364
    From this org
    $1,121,529
    From related orgs
    $0
    Other
    $1,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,041,067
    Bonus
    $80,372
    Other
    $90
    Deferred
    $0
    Nontaxable benefits
    $1,835
    Filer's total
    $1,123,364

  • MICHELE MURPHY-COOK MD

    HEART SERVICES PHYSICIAN

    Total calculated
    $1,092,448
    From this org
    $1,072,374
    From related orgs
    $0
    Other
    $20,074
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,012,284
    Bonus
    $60,000
    Other
    $90
    Deferred
    $0
    Nontaxable benefits
    $20,074
    Filer's total
    $1,092,448

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 · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 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
HOUSING STIPEND PAID TO JAMESON SMITH, INCLUDED IN TAXABLE COMPENSATION.
PART I, LINE 4B
PAYMENTS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN 457F: - RYAN SMITH $43,384 - JOHN WEINSHEIM $55,007 - JON NESS - AFTER SERVING MORE THAN TEN YEARS AS CEO, JON NESS RETIRED IN 2024 AND RECEIVED A HIGH DEFERRED COMPENSATION PAYOUT TOTALING $1,189,150.
PART I, LINE 2:
KOOTENAI HEALTH DOES NOT REQUIRE SUBMISSION OF EXPENSES WITH RESPECT TO HOUSING ALLOWANCES. OUR TALENT ACQUISITION TEAM KEEPS ABREAST OF RENTAL CONDITIONS IN THE LOCAL MARKET. BASED UPON THE MARKET INFORMATION, EXECUTIVES ARE OFFERED A MONTHLY STIPEND TO ASSIST THEM WITH THEIR CAREER TRANSITION TO KOOTENAI HEALTH. THE STIPEND IS ADDED TO W-2 EARNINGS FOR THE RECIPIENT AND IS GENERALLY GRANTED FOR 3-6 MONTHS.

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.

Disregarded entities

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

  • KOOTENAI URGENT CARE

    HEALTHCARE SERVICES · ID · income $13,827,195

    Directly controlled by KOOTENAI HEALTH INC

  • KOOTENAI CARE NETWORK LLC

    HEALTHCARE SERVICES · ID · income $827,985

    Directly controlled by KOOTENAI HEALTH INC

  • KOOTENAI AFFORDABLE CARE ORGANIZATION

    HEALTHCARE SERVICES · ID

    Directly controlled by KOOTENAI HEALTH INC

  • KOOTENAI ACCOUNTABLE CARE LLC

    HEALTHCARE SERVICES · ID

    Directly controlled by KOOTENAI HEALTH INC

  • KOOTENAI VALUE CARE LLC

    HEALTHCARE SERVICES · ID

    Directly controlled by KOOTENAI HEALTH INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202533179349306133

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