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← NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND

Form 990 for tax year 2024

Filed by NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND.

Totals

Total revenue
$42,510
Total expenses
$48,221
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$42,510
Other revenue
$0
Total assets, end of year
$823,988
Total liabilities, end of year
$12,328,435
Net assets or fund balances, end of year
-$11,504,447
Program services expenses (Part IX)
$48,221
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$48,221

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • STEPHEN L GOESER

    PRES & CEO NEBR METHODIST

    Total calculated
    $1,651,418
    From this org
    $0
    From related orgs
    $1,364,694
    Other
    $286,724
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,103,095 related
    Bonus
    $0
    Other
    $0 + $261,599 related
    Deferred
    $0 + $257,710 related
    Nontaxable benefits
    $0 + $29,854 related
    Filer's total
    $0 + $1,652,258 related

  • LARRY V PEARSON

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • ADAM YALE

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • DEB BASS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MONTY SELLON MD

    DIRECTOR

    Total calculated
    $672,148
    From this org
    $0
    From related orgs
    $574,238
    Other
    $97,910
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $416,988 related
    Bonus
    $0 + $101,157 related
    Other
    $0 + $56,093 related
    Deferred
    $0 + $78,182 related
    Nontaxable benefits
    $0 + $20,651 related
    Filer's total
    $0 + $673,071 related

  • JODY HORNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD C HAHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CAROLEE V JONES MD

    DIRECTOR

    Total calculated
    $377,183
    From this org
    $0
    From related orgs
    $319,247
    Other
    $57,936
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $266,960 related
    Bonus
    $0 + $32,098 related
    Other
    $0 + $20,189 related
    Deferred
    $0 + $32,585 related
    Nontaxable benefits
    $0 + $26,566 related
    Filer's total
    $0 + $378,398 related

  • DAN KINNEY PH D

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • C L LANDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SID DINSDALE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN NELSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRET C GRIESS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ADRIAN DOWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY E FRANCIS

    CFO

    Total calculated
    $841,711
    From this org
    $0
    From related orgs
    $677,985
    Other
    $163,726
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $604,070 related
    Bonus
    $0
    Other
    $0 + $73,915 related
    Deferred
    $0 + $124,762 related
    Nontaxable benefits
    $0 + $39,535 related
    Filer's total
    $0 + $842,282 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 · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

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
  • 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 3
NEBRASKA METHODIST HEALTH SYSTEM SELF INSURANCE TRUST FUND IS AN AFFILIATED MEMBER OF THE NEBRASKA METHODIST HEALTH SYSTEM. POLICIES ARE CENTRALIZED AT NEBRASKA METHODIST HEALTH SYSTEM INC. METHODIST HEALTH SYSTEM RETAINS AN INDEPENDENT CONSULTANT TO REVIEW ALL OFFICER COMPENSATION FOR EACH AFFILIATE. UNDER THIS PROCESS, MARKET DATA ON COMPENSATION IS GATHERED AND ANALYZED AND COMPENSATION RANGES ARE SET. THE INFORMATION IS THEN PROVIDED TO THE COMPENSATION COMMITTEE OF THE BOARD OF NEBRASKA METHODIST HEALTH SYSTEM INC., A NEBRASKA NON-PROFIT CORPORATION. ALL OFFICER COMPENSATION IS REVIEWED, EVALUATED AND APPROVED BY THIS COMMITTEE.
PART I, LINE 4B
THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NEBRASKA METHODIST HEALTH SYSTEM NONQUALIFIED PLAN DURING 2024 AND RECEIVED CONTRIBUTIONS, PLAN ACCRUALS OR PLAN DISTRIBUTIONS IN THE FOLLOWING AMOUNTS: JEFFREY FRANCIS $97,162 ACCRUAL; PLAN DISTRIBUTION $68,909 STEPHEN GOESER $226,660 ACCRUAL; $214,458 PLAN DISTRIBUTION MONTY SELLON MD $54,032 ACCRUAL; $45,465 PLAN DISTRIBUTION

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.

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202533189349309628

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