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Nonprofiteer
← WYOMING MEDICAL CENTER INC

Form 990 for tax year 2022

Filed by WYOMING MEDICAL CENTER INC.

Totals

Total revenue
$236,755,225
Total expenses
$232,342,337
Contributions and grants received
$3,714,216
Grants paid
$25,835
Program service revenue
$232,416,952
Investment income
$79,831
Other revenue
$544,226
Total assets, end of year
$250,080,113
Total liabilities, end of year
$63,082,634
Net assets or fund balances, end of year
$186,997,479
Program services expenses (Part IX)
$164,498,731
Management and general expenses
$67,843,606
Fundraising expenses
$0
Program service expenses (Part III)
$164,498,731

Program services were 70.8% 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.

  • 1e · Government grants (contributions)

    $3,706,767

  • 1f · All other contributions, gifts and grants

    $7,449

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $225,619,933 · related or exempt $225,619,933

  • 2b · Program service revenue: JV INVESTMENT INCOME

    total $4,409,051 · related or exempt $3,773,999 · unrelated business $635,052

  • 2c · Program service revenue: NON-PATIENT NON-OPERAT

    total $1,183,292 · related or exempt $1,183,292

  • 2d · Program service revenue: CAFETERIA SALES

    total $680,697 · related or exempt $633,276 · unrelated business $47,421

  • 2e · Program service revenue: REFERENCE LAB REVENUE

    total $523,979 · unrelated business $523,979

  • 3 · Investment income

    total $41,670 · excluded $41,670

  • 6a · Gross rents

    real property $538,546

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $538,546

  • 6d · Net rental income or loss

    total $538,546 · excluded $538,546

  • 7a · Gross sales of assets other than inventory

    other assets $38,161

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

    other assets $0

  • 7c · Gain or loss

    other assets $38,161

  • 7d · Net gain or loss

    total $38,161 · excluded $38,161

  • 11a · Other revenue: OTHER NONOPERATING

    total $5,680 · excluded $5,680

  • 11e · Other revenue, total

    $5,680

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,835 · program services $25,835

  • 7 · Other salaries and wages

    total $79,792,343 · program services $64,613,605 · management and general $15,178,738

  • 8 · Pension plan contributions

    total $1,431,033 · program services $1,158,810 · management and general $272,223

  • 9 · Other employee benefits

    total $6,222,060 · program services $5,038,450 · management and general $1,183,610

  • 10 · Payroll taxes

    total $4,397,774 · program services $3,561,194 · management and general $836,580

  • 11a · Fees: management

    total $20,103,038 · management and general $20,103,038

  • 11b · Fees: legal

    total $121,195 · management and general $121,195

  • 11d · Fees: lobbying

    total $48,845 · management and general $48,845

  • 11g · Fees: other

    total $29,079,894 · program services $20,058,976 · management and general $9,020,918

  • 12 · Advertising and promotion

    total $34,320 · management and general $34,320

  • 13 · Office expenses

    total $1,314,007 · program services $765,702 · management and general $548,305

  • 14 · Information technology

    total $4,287,087 · program services $60,078 · management and general $4,227,009

  • 16 · Occupancy

    total $17,870,237 · program services $2,833,064 · management and general $15,037,173

  • 17 · Travel

    total $192,449 · program services $56,268 · management and general $136,181

  • 20 · Interest

    total $4,952,491 · program services $4,952,491

  • 22 · Depreciation, depletion and amortization

    total $15,699,564 · program services $15,699,564

  • 23 · Insurance

    total $861,827 · program services $861,827

  • 24a · Other expenses: DRUG & MEDICAL SUPPLIES

    total $43,626,041 · program services $43,626,041

  • 24b · Other expenses: EQUIPMENT LEASE/RENTAL

    total $1,510,563 · program services $1,105,733 · management and general $404,830

  • 24c · Other expenses: FOOD

    total $1,297,624 · program services $1,113,375 · management and general $184,249

  • 24d · Other expenses: PHYSICIAN RECRUITMENT

    total $916,137 · program services $617,861 · management and general $298,276

  • 24e · All other expenses

    total -$1,442,027 · program services -$1,650,143 · management and general $208,116

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $20,240,310 · end of year $13,014,036

  • 3 · Pledges and grants receivable

    beginning of year $736,820 · end of year $0

  • 4 · Accounts receivable

    beginning of year $55,610,969 · end of year $43,593,529

  • 7 · Other notes and loans receivable

    beginning of year $776,472 · end of year $499,814

  • 8 · Inventories for sale or use

    beginning of year $5,637,145 · end of year $7,620,694

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,200,527 · end of year $936,797

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

    $448,071,920

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

    $298,949,690

  • 10c · Land, buildings and equipment, net

    beginning of year $173,818,904 · end of year $149,122,230

  • 13 · Investments: program-related

    beginning of year $5,749,212 · end of year $6,419,044

  • 14 · Intangible assets

    beginning of year $6,600,000 · end of year $2,278,571

  • 15 · Other assets

    beginning of year $5,688,723 · end of year $26,595,398

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,159,979 · end of year $18,491,961

  • 19 · Deferred revenue

    beginning of year $19,181,057 · end of year $72,417

  • 23 · Secured mortgages and notes payable

    beginning of year $35,114,975 · end of year $27,848,664

  • 25 · Other liabilities

    beginning of year $17,674,970 · end of year $16,669,592

  • 27 · Net assets without donor restrictions

    beginning of year $177,984,228 · end of year $173,705,384

  • 28 · Net assets with donor restrictions

    beginning of year $9,943,873 · end of year $13,292,095

Mission and programs · 2022

Mission

ASSIST BANNER HEALTH (BH) COMPLETE ITS MISSION TO MAKE HEALTH CARE EASIER, SO LIFE CAN BE BETTER BY PROVIDING INTEGRATED AND COORDINATED CARE AND POPULATION HEALTH MANAGEMENT.

  • GUIDED BY AND DEEPLY DEVOTED TO THE NONPROFIT MISSION: "MAKING HEALTH CARE EASIER, SO LIFE CAN BE BETTER," WYOMING MEDICAL CENTER (WYMC), IS COMMITTED TO PROVIDING A WIDE RANGE OF QUALITY CARE, BASED ON THE NEEDS OF THE COMMUNITY. LOCATED IN THE COUNTY SEAT OF CASPER WYOMING, THE SECOND MOST POPULOUS CITY IN WYOMING, THE LEVEL TWO TRAUMA CENTER SERVES AS A REGIONAL REFERRAL CENTER AND PRIMARY FACILITY FOR NATRONA COUNTY RESIDENTS. WYMC PROVIDES A WIDE RANGE OF QUALITY CARE SERVICES INCLUDING CARDIOLOGY, WOMEN AND INFANTS' SERVICES, PEDIATRICS, BARIATRICS, SURGERY, IMAGING, NEUROLOGY, ONCOLOGY, REHABILITATION, AND ENDOCRINOLOGY. (CONTINUED IN SCHEDULE O)WYMC HAS A STRONG HISTORY OF DEDICATION TO ITS COMMUNITY AND PROVIDING CARE TO UNDERSERVED POPULATIONS AND CONTINUES TO HELP IDENTIFY ADDITIONAL OPPORTUNITIES TO BETTER CARE FOR POPULATIONS WITHIN THE COMMUNITY WHO HAVE SPECIAL OR UNMET NEEDS.WYMC IS DEDICATED TO STRENGTHENING PATIENT CARE THROUGH A CONTINUOUS FOCUS ON IMPROVING PATIENT OUTCOMES AND SERVICE, DEVELOPMENT AND TRAINING OF AN ENGAGED WORKFORCE, USE OF INNOVATIVE TECHNOLOGIES, AND EXPANSION OF SERVICES TO MEET COMMUNITY NEEDS. PEOPLE HAVE ALWAYS COME FIRST AND WHETHER WELCOMING NEWBORNS, OR PROVIDING CARE FOR THRIVING IN LATER YEARS, OUR PATIENTS PROVIDE THE MOTIVATION THAT KEEPS US MOVING FORWARD. AT ALL STAGES IN LIFE, WYMC MEETS THE HEALTH AND MEDICAL NEEDS OF ITS PATIENTS THROUGH COMPASSIONATE PROFESSIONALS AND OUTSTANDING SERVICE. WYMC'S REACH PROVIDES PATIENTS WITH ACCESS TO THESE SERVICES BE IT FROM A HOSPITAL BED, MOBILE WEB SITE, VIRTUAL TELEHEALTH SPACE, OR PHYSICAL PRESENCE IN A CLINIC OR PHYSICIAN'S OFFICE. WYMC MEETS THE PATIENT WHERE THEY ARE AND AT THEIR DESIRED LOCALE. WYMC'S MISSION IS "MAKING HEALTH CARE EASIER, SO LIFE CAN BE BETTER. AND AS A NONPROFIT ORGANIZATION, WE EXIST TO SUPPORT OUR CHARITABLE MISSION OF PROVIDING EXCELLENT HEALTH CARE SERVICES TO THE COMMUNITIES WE SERVE, RATHER THAN GENERATING INCOME FOR INVESTORS OR STOCKHOLDERS. EVERY DOLLAR WE EARN IS REINVESTED INTO NEW EQUIPMENT, NEW OR EXPANDING PATIENT CARE SERVICES, NEW PHYSICIAN SERVICES, MODERN TECHNOLOGIES, MAINTAINING EXISTING EQUIPMENT AND FACILITIES, AND EMPLOYEES. WYMC PRESERVES THE DIGNITY OF EVERYONE REGARDLESS OF RACE, CREED, SEX, SEXUAL ORIENTATION, GENDER IDENTITY, AGE, SOCIAL STATUS, OR ABILITY TO PAY FOR SERVICES RENDERED AND OPERATES IN A COST-EFFECTIVE AND FINANCIALLY RESPONSIBLE MANNER TO ENSURE THAT ALL RECEIVE THE EXCELLENT PATIENT CARE THEY DESERVE. FULFILLMENT OF THE WYMC MISSION AND EXEMPT PURPOSE IS ACCOMPLISHED IN PART BY PROVIDING PATIENTS FINANCIAL ASSISTANCE AND CHARITY CARE, AS WELL AS COMMUNITY BENEFIT PROGRAMS AND SERVICES (SEE SCHEDULE H). NOTABLE 2022 COMMUNITY BENEFIT ACTIVITIES INCLUDE:COMMUNITY EDUCATION - WYMC HAS SET ITS SIGHTS ON IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES AND FOCUSES ON PROVIDING THE BEST POSSIBLE CARE TO PATIENTS. IN THIS PROCESS, WYMC RECOGNIZES DELIVERING EXCELLENT CARE IS MORE THAN CLINICAL TREATMENT. WYMC IS COMMITTED TO PROVIDING EDUCATION IN ALL THE COMMUNITIES IT SERVES AND DOING ITS PART TO KEEP WYMC COMMUNITIES STRONG AND HEALTHY. AREA RESIDENTS AND COMMUNITY MEMBERS HAD ACCESS TO IN-PERSON AND ONLINE EDUCATIONAL OPPORTUNITIES INCLUDING CLASSES, SYMPOSIUMS, PRESENTATIONS, AND FORUMS AIMED AT COMMUNITY HEALTH AWARENESS. TOPICS INCLUDED DISCUSSIONS SPECIFIC TO VARIOUS DISEASES AND DISEASE PREVENTION TECHNIQUES, HOLISTIC THERAPIES, WELLNESS, CAREGIVER SUPPORT AND SAFETY. COVID 19 - WYMC FOCUSES ON EMERGENCY PREPAREDNESS YEAR-ROUND TO BE ABLE TO RESPOND TO ANY PUBLIC HEALTH CRISIS AND THE ARRIVAL OF THE COVID-19 PANDEMIC TO THE U.S. PUT THOSE PLANS INTO IMMEDIATE ACTION. SINCE THEN, WYMC HAS BEEN EVER PRESENT, PROVIDING QUALITY-CARE AND ACCESS AND LEADING THE WAY IN OUR COMMUNITIES. PROFOUNDLY ALTERED BY THE GLOBAL PANDEMIC AND AMID THE COVID-19 CHALLENGES, THE IMPORTANCE OF HIGH-QUALITY, ACCESSIBLE HEALTH CARE WAS NEVER MORE EVIDENT AND IN THE ENDEMIC ERA, WYMC CONTINUES TO STEADFASTLY FOCUS ON CARING FOR OUR DIVERSE COMMUNITIES INCLUDING SAFE TESTING, VACCINATIONS, EDUCATION, PROTECTION, AND CARE. WYMC HEALTH CONTINUALLY WORKS TO DEVELOP AND IMPLEMENT PRACTICES TO ENSURE THE SAFETY OF PATIENTS AND HEALTH CARE WORKERS ACROSS ITS SIX-STATE SERVICE AREA; CONSTANTLY REVIEWING AND ENHANCING MEASURES. THE IMPORTANCE OF HEALTH CARE WORKER AND PATIENT SAFETY IS PARAMOUNT WITH AN OVERARCHING MESSAGE - WYMC IS A SAFE PLACE - FOR CARE AND WORK. SAFETY EDUCATION - AT WYMC WE WANT TO HELP KEEP OUR PATIENTS AND FAMILIES SAFE AT HOME, REST, OR PLAY AND SAFETY IS THE FOREMOST PRIORITY AT OUR FACILITIES. AS PART OF OUR EFFORTS, WE OFFER SAFETY EDUCATION RELATED TO HANDWASHING, FARM, RECREATION, WATER, HOLIDAY, POISON PREVENTION, AND SUMMER SAFETY ALONG WITH N FREE GUIDES TO HELP INDIVIDUALS AND FAMILIES PREPARE FOR ANY KIND OF EMERGENCY. HEALTH CARE SUPPORT SERVICES PUBLIC AHCCCS/MEDICAID PROGRAM ENROLLMENT ASSISTANCE AND CARE COORDINATION VALUED AT $5,0004.0 MILLION PROVIDED TO INDIVIDUALS IN NEED. LODGING AND TRANSPORTATION INDIVIDUALS PROVIDED LODGING AND TRANSPORTATION ASSISTANCE MORE THAN $15,000. PATIENT WELLNESS AT WYMC HEALTH, WE ARE COMMITTED TO HELPING PERSONS BE THE HEALTHIEST THEY CAN BE, AND WE OFFER MANY WAYS TO LEARN HOW TO MAINTAIN OR IMPROVE YOUR HEALTH. IN 2022 COMMUNITY EDUCATION AND WELLNESS ACTIVITIES WERE VALUED AT $1.0 MILLION. PHARMACY EDUCATION AS PART OF COMMUNITY SERVICE, WYMC PROVIDED APPROXIMATELY $272,000 FOR THE TRAINING OF FUTURE PHARMACISTS.FUNDED DISCHARGE PROGRAM - INITIATIVE TO PROVIDE POST-DISCHARGE SERVICES TO THE VULNERABLE AND UNDERSERVED. IMPROVES THE HEALTH OF THE COMMUNITY BY PROVIDING ACCESS TO AND RESOURCES FOR POST-DISCHARGE CARE WHICH LEVERAGES' THE PATIENT'S RECOVERY OPTIONS, HELPS MINIMIZE RETURN VISIT, AND ADDRESSES ACCESS TO CARE. APPROXIMATELY $13,000 PROVIDED TO NEEDY COMMUNITY RESIDENTS FOR POST DISCHARGE CARE. AMBULANCE AND EVACUATION SERVICES - AMBULANCE AND EMERGENCY EVACUATION SERVICES ARE PROVIDED TO ARIZONA AND WESTERN REGION COMMUNITIES. WITHOUT THIS SUBSIDY AND SERVICE, LOCALITIES WOULD BE RESPONSIBLE FOR THESE SERVICES VALUED AT $52 THOUSND6.6 MILLION.BEHAVIORAL HEALTH - MENTAL AND EMOTIONAL WELLBEING IS JUST AS IMPORTANT AS PHYSICAL HEALTH AND THE WYMC BEHAVIORAL HEALTH INSTITUTE DEVOTE, $3.0 MILLION IN 2022 TO THE MENTAL HEALTH NEEDS OF THE COMMUNITIES SERVED. FINANCIAL CONTRIBUTIONS AND IN-KIND DONATIONS - WYMC IS COMMITTED TO ASSISTING FINANCIALLY AND THROUGH IN-KIND CONTRIBUTIONS TO INDIVIDUALS AND THE COMMUNITY AT LARGE. WORKFORCE ENHANCEMENT - WYMC ACTIVELY RECRUITED PHYSICIANS TO SERVE IN FEDERAL MEDICALLY UNDERSERVED AREAS. IN 2022, APPROXIMATELY $317,000 WAS INVESTED TO ENHANCE COMMUNITY WORKFORCE.

    Expenses $164,498,731 · Grants $25,835 · Revenue $231,210,500

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Margo Karsten

    DIVISION PRESIDENT

    Total calculated
    $1,350,613
    From this org
    $0
    From related orgs
    $1,036,825
    Other
    $313,788
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,425 related
    Bonus
    $0 + $443,940 related
    Other
    $0 + $86,460 related
    Deferred
    $0 + $289,947 related
    Nontaxable benefits
    $0 + $23,841 related
    Filer's total
    $0 + $1,350,613 related

  • Dan Weinman

    VP STRATEGY & PLANNING

    Total calculated
    $886,736
    From this org
    $0
    From related orgs
    $706,732
    Other
    $180,004
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $391,668 related
    Bonus
    $0 + $266,262 related
    Other
    $0 + $48,802 related
    Deferred
    $0 + $155,717 related
    Nontaxable benefits
    $0 + $24,287 related
    Filer's total
    $0 + $886,736 related

  • Lance Porter

    CEO, LARGE FACILITY

    Total calculated
    $502,881
    From this org
    $0
    From related orgs
    $397,328
    Other
    $105,553
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,428 related
    Bonus
    $0 + $140,867 related
    Other
    $0 + $21,033 related
    Deferred
    $0 + $82,238 related
    Nontaxable benefits
    $0 + $23,315 related
    Filer's total
    $0 + $502,881 related

  • Peter S Fine

    CEO

    Total calculated
    $14,636,261
    From this org
    $0
    From related orgs
    $8,677,921
    Other
    $5,958,340
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,693,064 related
    Bonus
    $0 + $6,627,363 related
    Other
    $0 + $357,494 related
    Deferred
    $0 + $5,936,896 related
    Nontaxable benefits
    $0 + $21,444 related
    Filer's total
    $0 + $14,636,261 related

  • Dennis Laraway

    EVP & CHIEF FINANCIAL OFFICER

    Total calculated
    $3,071,412
    From this org
    $0
    From related orgs
    $2,565,572
    Other
    $505,840
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $973,581 related
    Bonus
    $0 + $1,388,473 related
    Other
    $0 + $203,518 related
    Deferred
    $0 + $483,779 related
    Nontaxable benefits
    $0 + $22,061 related
    Filer's total
    $0 + $3,071,412 related

  • Majorie Bessel MD

    EVP & CHIEF CLINICAL OFFICER

    Total calculated
    $2,476,380
    From this org
    $0
    From related orgs
    $1,675,989
    Other
    $800,391
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $641,373 related
    Bonus
    $0 + $921,847 related
    Other
    $0 + $112,769 related
    Deferred
    $0 + $783,112 related
    Nontaxable benefits
    $0 + $17,279 related
    Filer's total
    $0 + $2,476,380 related

  • Donald Norland

    CHIEF STRATEGY/GROWTH OFFICER

    Total calculated
    $2,391,806
    From this org
    $0
    From related orgs
    $1,564,909
    Other
    $826,897
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $599,488 related
    Bonus
    $0 + $873,703 related
    Other
    $0 + $91,718 related
    Deferred
    $0 + $808,093 related
    Nontaxable benefits
    $0 + $18,804 related
    Filer's total
    $0 + $2,391,806 related

  • Rebecca Kuhn

    CHIEF OPERATING OFFICER

    Total calculated
    $1,881,846
    From this org
    $0
    From related orgs
    $1,499,857
    Other
    $381,989
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $11,671 related
    Bonus
    $0 + $1,488,178 related
    Other
    $0 + $8 related
    Deferred
    $0 + $380,753 related
    Nontaxable benefits
    $0 + $1,236 related
    Filer's total
    $0 + $1,881,846 related

  • David Bixby

    CHIEF LEGAL COUNSEL

    Total calculated
    $1,713,318
    From this org
    $0
    From related orgs
    $1,364,975
    Other
    $348,343
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $333,414 related
    Bonus
    $0 + $938,190 related
    Other
    $0 + $93,371 related
    Deferred
    $0 + $346,108 related
    Nontaxable benefits
    $0 + $2,235 related
    Filer's total
    $0 + $1,713,318 related

  • Brenda Schaefer Treasurer

    VP, CHIEF INVESTMENT OFFICER

    Total calculated
    $766,744
    From this org
    $0
    From related orgs
    $615,972
    Other
    $150,772
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,837 related
    Bonus
    $0 + $234,673 related
    Other
    $0 + $32,462 related
    Deferred
    $0 + $139,536 related
    Nontaxable benefits
    $0 + $11,236 related
    Filer's total
    $0 + $766,744 related

  • Elizabeth Avant

    ASSISTANT SECRETARY

    Total calculated
    $158,045
    From this org
    $0
    From related orgs
    $146,583
    Other
    $11,462
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $129,604 related
    Bonus
    $0 + $16,341 related
    Other
    $0 + $638 related
    Deferred
    $0 + $4,077 related
    Nontaxable benefits
    $0 + $7,385 related
    Filer's total
    $0 + $158,045 related

  • Jeanne Ehlebracht Sr Director

    CFO LARGE FACILITY (THRU FEB 2022)

    Total calculated
    $397,108
    From this org
    $0
    From related orgs
    $395,046
    Other
    $2,062
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $50,660 related
    Bonus
    $0 + $100 related
    Other
    $0 + $344,286 related
    Deferred
    $0 + $1,494 related
    Nontaxable benefits
    $0 + $568 related
    Filer's total
    $0 + $397,108 related

  • Amy Perry

    PRESIDENT & COO

    Total calculated
    $2,783,322
    From this org
    $0
    From related orgs
    $1,136,684
    Other
    $1,646,638
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,114,474 related
    Bonus
    $0
    Other
    $0 + $22,210 related
    Deferred
    $0 + $1,617,859 related
    Nontaxable benefits
    $0 + $28,779 related
    Filer's total
    $0 + $2,783,322 related

  • Jean F Lance Secretary Evp

    CHIEF LEGAL OFFICER & GENERAL COUNSEL

    Total calculated
    $1,131,092
    From this org
    $0
    From related orgs
    $700,957
    Other
    $430,135
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $428,914 related
    Bonus
    $0 + $248,463 related
    Other
    $0 + $23,580 related
    Deferred
    $0 + $407,792 related
    Nontaxable benefits
    $0 + $22,343 related
    Filer's total
    $0 + $1,131,092 related

  • Julie Ann Dubek

    EVP & CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $1,223,619
    From this org
    $0
    From related orgs
    $776,968
    Other
    $446,651
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $446,301 related
    Bonus
    $0 + $290,943 related
    Other
    $0 + $39,724 related
    Deferred
    $0 + $423,579 related
    Nontaxable benefits
    $0 + $23,072 related
    Filer's total
    $0 + $1,223,619 related

  • Naomi Cramer

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $927,460
    From this org
    $0
    From related orgs
    $922,017
    Other
    $5,443
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $57,105 related
    Bonus
    $0 + $801,910 related
    Other
    $0 + $63,002 related
    Deferred
    $0 + $2,295 related
    Nontaxable benefits
    $0 + $3,148 related
    Filer's total
    $0 + $927,460 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 · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE BH TRAVEL POLICY ALLOWS FOR FIRST-CLASS AIR TRAVEL ON ANY FLIGHT WITHIN THE US AND THE LESSER FARE OF 1ST OR BUSINESS CLASS ON INTERNATIONAL TRAVEL FOR THE CEO.
PART I, LINE 4B
1. SERP II - COVERED 1 EXECUTIVE (FINE). THIS NONQUALIFIED PLAN IS HELD IN A RABBI TRUST AT NORTHERN TRUST COMPANY. PAYMENTS ARE PURSUANT TO THE 2017 PLAN WHICH WAS REVIEWED BY AN INDEPENDENT COMPENSATION COMMITTEE TO DETERMINE REASONABLENESS AND IS PAYABLE AFTER THE EXECUTIVE VESTS ON THE FIFTH ANNIVERSARY OF THE EFFECTIVE DATE OF THIS PLAN (FEBRUARY 28, 2022). THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS AND ARE CALCULATED BASED ON ACTUARILY DETERMINED FACTORS. TAXATION OCCURS UPON DISTRIBUTION. 2. EXEC 457(B) - COVERED APPROXIMATELY 243 FORMER AND CURRENT EXECUTIVES. THIS NONQUALIFIED PLAN IS HELD AT FIDELITY INVESTMENTS AND IS 100% VESTED. TAXATION OCCURS UPON DISTRIBUTION. THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. CONTRIBUTIONS ARE CALCULATED BASED ON ACTUARIALLY DETERMINED FACTORS. EMPLOYER CONTRIBUTIONS TO EXEC 457(B) ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). 3. EXEC 457(F) - COVERED APPROXIMATELY 109 FORMER AND CURRENT EXECUTIVES. THIS NONQUALIFIED PLAN IS HELD AT FIDELITY INVESTMENTS. VESTING OCCURS UPON MEETING VESTING REQUIREMENTS (SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE). - AWARDS ARE SUBJECT TO A ROLLING THREE-YEAR VESTING SCHEDULE. EACH ANNUAL AWARD FULLY VESTS ON THE EARLIER OF AGE 65, JANUARY 1 OF THE YEAR WHICH IS THREE YEARS FROM THE YEAR THE AWARD WAS GRANTED, OR AN INVOLUNTARY NOT-FOR-CAUSE EMPLOYMENT TERMINATION. TAXATION OCCURS UPON DISTRIBUTION (IF VESTED). THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. PAYOUT AMOUNTS ARE TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). DEPOSIT AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). 2022 457(F) ACCRUALS: JULIE ANN ALVARADO-DUBEK - $26,267 MARJORIE BESSEL - $71,751 MARGO KARSTEN - $45,033 JEAN LANCE - $15,761 DENNIS LARAWAY - $124,120 DONALD NORDLUND - $66,327 LANCE PORTER - $2,052 BRENDA SCHAEFER - $12,581 DAN WEINMAN - $18,713 2022 457(F) DISTRIBUTIONS: JULIE ANN ALVARADO-DUBEK - $17,127 MARJORIE BESSEL - $89,190 DAVID BIXBY - $73,458 PETER FINE - $326,345 MARGO KARSTEN - $62,265 DENNIS LARAWAY - $175,644 DONALD NORDLUND - $68,337 BRENDA SCHAEFER - $9,556 DAN WEINMAN - $25,534 NAOMI DAWN CRAMER - $62,603 PATRICK RANKIN - $111,895
PART I, LINE 6
THE INDIVIDUALS IDENTIFIED BELOW PARTICIPATE IN A LONG-TERM INCENTIVE PLAN (LTIP) COVERING THREE-YEAR CYCLES FROM 2019-2021, 2020-2022, 2021-2023, AND 2022-2024. THE LTIP WAS DESIGNED AT THE INITIATIVE OF BH BOARD OF DIRECTORS WITH THE ASSISTANCE OF WILLIS TOWERS WATSON, AND ALL COMPONENTS WERE APPROVED BY THE BOARD. THE PLANS' AREAS OF PERFORMANCE TARGETS INCLUDE: STARS RATING IMPROVEMENT, TRANSFORM REVENUE CYCLE, AND BUILD OUR BENCH TO REFLECT COMMUNITIES. AWARDS ARE CALCULATED AS A PERCENTAGE OF BASE SALARY ON THE LAST DAY OF THE THREE-YEAR CYCLE, AND OPPORTUNITY VARIES BY POSITION LEVEL. THE PLAN REQUIRES A THRESHOLD LEVEL OF FINANCIAL PERFORMANCE BEFORE ANY AWARDS CAN BE MADE, AND THE AMOUNT OF THE AWARDS VARIES WITH THE DEGREE OF ACHIEVEMENT OF THE TARGETS. THE MAXIMUM LTIP PAYOUT OPPORTUNITY RANGES FROM 30% TO 255% OF THE BASE SALARY AS OF DECEMBER 31 IN THE LAST YEAR OF THE THREE-YEAR PLAN. AWARDS HAVE BEEN ACCRUED UNDER THE LTIP, BUT NO PAYMENTS ARE MADE UNTIL AFTER YEAR-END AND ACHIEVEMENT IS VERIFIED BY THE BH BOARD COMPENSATION COMMITTEE AND APPROVED BY THE FULL BOARD OF DIRECTORS OF BH. ALL LTIP COMPENSATION PAYMENTS ARE REPORTED IN THE INCENTIVE AND BONUS COMPENSATION SHOWN IN SCHEDULE J, PART II, COLUMN (B)(II). AMOUNTS PAID FOR THE 2019-2021 CYCLE ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B) AS BONUS & INCENTIVE COMPENSATION. AMOUNTS ACCRUED FOR 2022 FOR THE 2020-2022, 2021-2023, AND 2022-2024 CYCLES (TO BE PAID OUT IN 2023, 2024 AND 2025 RESPECTIVELY) ARE REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION. 2022 LTIP ACCRUALS: DAVID BIXBY - $334,185 PETER FINE - $4,458,029 REBECCA KUHN - $380,273 MARJORIE BESSEL - $699,461 JULIE ANN ALVARADO-DUBEK - $385,459 BRENDA SCHAEFER - $114,755 LANCE PORTER - $70,466 MARGO KARSTEN - $233,857 DENNIS LARAWAY - $347,673 DONALD NORDLUND - $729,566 JEAN LANCE - $379,831 AMY PERRY - $1,610,936 DAN WINMAN - $124,804 2022 LTIP DISTRIBUTIONS: DAVID BIXBY - $508,871 PETER FINE - $3,166,103 REBECCA KUHN - $939,817 MARJORIE BESSEL - $500,005 JULIE ANN ALVARADO-DUBEK - $95,856 BRENDA SCHAEFER - $78,706 LANCE PORTER - $20,197 MARGO KARSTEN - $173,825 DENNIS LARAWAY - $753,102 DONALD NORDLUND - $473,893 JEAN LANCE - $80,147 DAN WINMAN - $88,911 PATRICK RANKIN - $99,873 NAOMI CRAMER - $443,942 BH HAS A MANAGEMENT INCENTIVE PLAN (MIP) WHICH IS BASED ON COMPANY ACHIEVEMENT OF SEVERAL FINANCIAL AND NON-FINANCIAL/CLINICAL QUALITY METRICS THAT ARE ESTABLISHED ANNUALLY BY THE BH BOARD OF DIRECTORS. AWARDS ARE GRANTED AS A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AND VARY WITH THE POSITION LEVEL OF THE PARTICIPATING EMPLOYEE, RANGING FROM 7% TO 110% OF BASE SALARY. IN 2022, THERE WERE 1,420 MIP PARTICIPANTS. THE MIP WAS ACCRUED IN 2022 FOR THE 2022 MIP, AND PAYOUTS ON THE 2021 MIP WERE PAID IN 2022. MIP COMPENSATION IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II).

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 partnerships

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

  • CENTRAL WYOMING OUTPATIENT SURGERY CENTER LLC

    RELATED · MEDICAL SERVICES · WY · 50% owned · share of income $1,578,542 · share of assets $1,961,595 · general or managing partner

    Directly controlled by WYOMING MEDICAL CENTER

  • NORTH PLATTE PATHOLOGY LLC

    RELATED · MEDICAL SERVICES · WY · 50% owned · share of income -$2,987 · share of assets $116,263 · general or managing partner

    Directly controlled by WYOMING MEDICAL CENTER

  • BANNER AIR LLC

    MEDICAL TRANSPORT · DE

  • BANNER ATLAS JV LLC

    OUTPATIENT SURGERY CENTER · AZ

  • BANNER WEST VALLEY CARDIOLOGY MANAGEMENT LLC

    MEDICAL MANAGEMENT · AZ

  • BHSM REHABILITATION LLC

    MEDICAL SERVICES · DE

  • SONORA QUEST LABORATORIES

    LABORATORY · AZ

  • BANNER CORE ORTHOPEDIC PROGRAM LLC

    MEDICAL SERVICES · AZ

Related corporations and trusts

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

  • WYMEDCO VENTURES INC

    C · MEDICAL SERVICES · WY · 100% owned · controlled entity

    Directly controlled by WYOMING MEDICAL CENTER

  • BANNER HEALTH NETWORK

    C · ACCOUNTABLE CARE · AZ

  • BANNER INDEMNITY LTD

    C · INVESTMENTS · CJ

  • BANNER PLAN ADMINISTRATION INC

    C · THIRD PARTY ADMINISTRATION · AZ

  • NMSI INC

    C · PPO INSURANCE PROVIDER · CO

  • THE UNIV OF AZ HEALTH PLANS-U-HEALTHCARE

    C · HEALTH INSURANCE · AZ

  • BANNER HEALTH INSURANCE GROUP INC

    C · HEALTH INSURANCE · AZ

  • BANNER HEALTH INSURANCE COMPANIES LLC

    C · HEALTH INSURANCE · AZ

Provenance

Return type
form_990
Tax year
2022
Filed
27 September 2023
IRS schema version
2022v5.0
Source object
202322789349300902

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