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Nonprofiteer
← MERCY MEDICAL CENTER-NEWTON

Form 990 for tax year 2024

Filed by MERCY MEDICAL CENTER-NEWTON.

Totals

Total revenue
$33,262,479
Total expenses
$34,258,382
Contributions and grants received
$344,965
Grants paid
$8,932
Program services expenses (Part IX)
$29,426,433
Management and general expenses
$4,831,949
Fundraising expenses
$0
Program service expenses (Part III)
$29,426,433

Program services were 85.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL WEGNER

    FORMER OFFICER

    Total calculated
    $1,653,467
    From this org
    $0
    From related orgs
    $1,198,272
    Other
    $455,195
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $16,232 related
    Bonus
    $0 + $202,370 related
    Other
    $0 + $979,670 related
    Deferred
    $0 + $452,451 related
    Nontaxable benefits
    $0 + $2,744 related
    Filer's total
    $0 + $1,653,467 related

  • MICHAEL TRACHTA

    DIR; VP RURAL HOSP & REG OPERATIONS

    Total calculated
    $610,504
    From this org
    $0
    From related orgs
    $555,239
    Other
    $55,265
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $403,508 related
    Bonus
    $0 + $141,890 related
    Other
    $0 + $9,841 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $34,840 related
    Filer's total
    $0 + $610,504 related

  • JODIE ROETTGER

    FORMER OFFICER

    Total calculated
    $459,251
    From this org
    $0
    From related orgs
    $428,790
    Other
    $30,461
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $8,323 related
    Bonus
    $0 + $50,800 related
    Other
    $0 + $369,667 related
    Deferred
    $0 + $18,398 related
    Nontaxable benefits
    $0 + $12,063 related
    Filer's total
    $0 + $459,251 related

  • CHAD KELLEY

    DIRECTOR; CHIEF OPERATING OFFICER

    Total calculated
    $278,598
    From this org
    $0
    From related orgs
    $253,409
    Other
    $25,189
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $198,212 related
    Bonus
    $0 + $55,033 related
    Other
    $0 + $164 related
    Deferred
    $0 + $14,774 related
    Nontaxable benefits
    $0 + $10,415 related
    Filer's total
    $0 + $278,598 related

  • SANDRA CHRISTENSEN

    TREAS; VP FINANCE CRITICAL ACC HOSP

    Total calculated
    $249,545
    From this org
    $0
    From related orgs
    $210,751
    Other
    $38,794
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $203,324 related
    Bonus
    $0
    Other
    $0 + $7,427 related
    Deferred
    $0 + $14,231 related
    Nontaxable benefits
    $0 + $24,563 related
    Filer's total
    $0 + $249,545 related

  • SCOTT PLINE

    RESPIRATORY THERAPIST

    Total calculated
    $229,160
    From this org
    $0
    From related orgs
    $187,416
    Other
    $41,744
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $184,346 related
    Bonus
    $0
    Other
    $0 + $3,070 related
    Deferred
    $0 + $12,866 related
    Nontaxable benefits
    $0 + $28,878 related
    Filer's total
    $0 + $229,160 related

  • RANINA ROBINSON

    MANAGER, PHARMACY

    Total calculated
    $199,705
    From this org
    $0
    From related orgs
    $157,537
    Other
    $42,168
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $157,315 related
    Bonus
    $0
    Other
    $0 + $222 related
    Deferred
    $0 + $11,176 related
    Nontaxable benefits
    $0 + $30,992 related
    Filer's total
    $0 + $199,705 related

  • COLLEEN JACOBSEN

    PHARMACIST

    Total calculated
    $171,720
    From this org
    $0
    From related orgs
    $151,289
    Other
    $20,431
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $150,741 related
    Bonus
    $0
    Other
    $0 + $548 related
    Deferred
    $0 + $10,022 related
    Nontaxable benefits
    $0 + $10,409 related
    Filer's total
    $0 + $171,720 related

  • KERI SCHIPPERS

    DIRECTOR, PATIENT SERVICES

    Total calculated
    $156,632
    From this org
    $0
    From related orgs
    $146,638
    Other
    $9,994
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $124,950 related
    Bonus
    $0 + $18,298 related
    Other
    $0 + $3,390 related
    Deferred
    $0 + $9,526 related
    Nontaxable benefits
    $0 + $468 related
    Filer's total
    $0 + $156,632 related

  • HEATHER WOLF

    DIRECTOR, OPERATIONS

    Total calculated
    $144,578
    From this org
    $0
    From related orgs
    $121,148
    Other
    $23,430
    Hours/week
    40

  • ADAM OTTO

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARK ALLEN

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BEV ROSSOW

    DIRECTOR; SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • PATRICK EDWARDS MD

    DIRECTOR AS OF 1/25

    Total calculated
    $0
    Hours/week
    1

  • CAROL FARVER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VERY REV WILLIAM REYNOLDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LOIS VOGEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
MERCY MEDICAL CENTER - NEWTON'S (MERCYONE NEWTON) CHIEF OPERATING OFFICER IS PAID DIRECTLY BY ITS SOLE MEMBER, CATHOLIC HEALTH INITIATIVES-IOWA, CORP. (MERCYONE DES MOINES). MERCYONE DES MOINES USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF MERCYONE NEWTON'S CHIEF OPERATING OFFICER: - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2024. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JODIE ROETTGER - $357,966 MICHAEL WEGNER - $827,852 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/24: JODIE ROETTGER - $14,262 (PAID IN 2025) MICHAEL WEGNER - $441,521 (PAID IN 2025) THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2024, AND THEIR NON-VESTED BENEFITS FOR 2024 WERE ACCRUED. THE FOLLOWING PAYOUT FOR 2024 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MICHAEL WEGNER - $147,715 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($345,000 FOR 2024). THE FOLLOWING PAYOUTS FOR 2024 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JODIE ROETTGER - $4,801 MICHAEL TRACHTA - $6,377

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
2024
Filed
11 May 2026
IRS schema version
2024v5.5
Source object
202611319349304471

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

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