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Nonprofiteer
← IHC HEALTH SERVICES INC

Form 990 for tax year 2023

Filed by IHC HEALTH SERVICES INC.

Totals

Total revenue
$9,638,578,611
Total expenses
$8,793,797,318
Contributions and grants received
$83,845,453
Grants paid
$14,157,268
Program services expenses (Part IX)
$7,327,569,936
Management and general expenses
$1,461,438,126
Fundraising expenses
$4,789,256
Program service expenses (Part III)
$7,327,569,936

Program services were 83.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SUSAN M ROBEL

    REGION PRES/TRUSTEE

    Total calculated
    $2,671,463
    From this org
    $1,791,439
    From related orgs
    $0
    Other
    $880,024
    Hours/week
    50 + 6 related

    Schedule J breakdown matched by us

    Base
    $943,842
    Bonus
    $547,179
    Other
    $300,418
    Deferred
    $839,892
    Nontaxable benefits
    $40,132
    Filer's total
    $2,671,463
  • JANICE UGAKI

    TRUSTEE (PARTIAL)

    Total calculated
    $1,110
    From this org
    $1,110
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 3 related
  • KAREN HALE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 1 related
  • STEVEN D HUEBNER

    TRUSTEE

    Total calculated
    $2,495
    From this org
    $2,495
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related
  • MATT C PACKARD

    TRUSTEE/CHAIR (PARTIAL)

    Total calculated
    $1,430
    From this org
    $1,430
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related
  • JAMES WEINSTEIN MD

    TRUSTEE (PARTIAL)

    Total calculated
    $1,110
    From this org
    $1,110
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related
  • A SCOTT ANDERSON

    TRUSTEE (PARTIAL)

    Total calculated
    $1,138
    From this org
    $1,138
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 3 related
  • ARNOLD MILSTEIN MD

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    2
  • CRYSTAL MAGGELET

    TRUSTEE (PARTIAL)

    Total calculated
    $1,110
    From this org
    $1,110
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related
  • DANIEL G GOMEZ

    TRUSTEE

    Total calculated
    $1,110
    From this org
    $1,110
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 3 related
  • F ANN MILLNER

    TRUSTEE/VICE CHAIR/SEC

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • GAIL MILLER

    TRUSTEE/CHAIR (PARTIAL)

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • PATRICIA RAVERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • S NEAL BERUBE

    TRUSTEE

    Total calculated
    $1,110
    From this org
    $1,110
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 4 related
  • SPENCER F ECCLES

    TRUSTEE (PARTIAL)

    Total calculated
    $1,138
    From this org
    $1,138
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 3 related
  • ROBERT PETTITT

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    2
  • BILL HULTERSTROM

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    2
  • SERAPHINE KAPSANDOY-JONES

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    2
  • STAN SUMMERS

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    2
  • TOM VALDIVIA

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    2
  • DIEDRA WALSH

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    2
  • GREGORY M JOHNSON

    VICE PRESIDENT (PARTIAL)

    Total calculated
    $2,117,139
    From this org
    $2,061,569
    From related orgs
    $0
    Other
    $55,570
    Hours/week
    50 + 6 related

    Schedule J breakdown matched by us

    Base
    $80,048
    Bonus
    $314,641
    Other
    $1,666,880
    Deferred
    $43,451
    Nontaxable benefits
    $12,119
    Filer's total
    $2,117,139
  • CLAY ASHDOWN

    SVP/CFO/TREAS (PARTIAL)

    Total calculated
    $1,563,867
    From this org
    $1,122,424
    From related orgs
    $0
    Other
    $441,443
    Hours/week
    50 + 9 related

    Schedule J breakdown matched by us

    Base
    $671,465
    Bonus
    $329,198
    Other
    $121,761
    Deferred
    $406,292
    Nontaxable benefits
    $35,151
    Filer's total
    $1,563,867
  • STACY JENNINGS

    VICE PRESIDENT/CIO

    Total calculated
    $1,083,236
    From this org
    $805,712
    From related orgs
    $0
    Other
    $277,524
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $554,542
    Bonus
    $250,940
    Other
    $230
    Deferred
    $242,066
    Nontaxable benefits
    $35,458
    Filer's total
    $1,083,236
  • GREG J MATIS

    SVP/GEN COUNSEL/SECTY

    Total calculated
    $2,300,619
    From this org
    $1,467,943
    From related orgs
    $0
    Other
    $832,676
    Hours/week
    50 + 10 related

    Schedule J breakdown matched by us

    Base
    $767,063
    Bonus
    $391,369
    Other
    $309,511
    Deferred
    $800,888
    Nontaxable benefits
    $31,788
    Filer's total
    $2,300,619
  • AMY CHRISTENSEN

    REGION CNO

    Total calculated
    $962,339
    From this org
    $642,792
    From related orgs
    $0
    Other
    $319,547
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $415,911
    Bonus
    $224,067
    Other
    $2,814
    Deferred
    $283,692
    Nontaxable benefits
    $35,855
    Filer's total
    $962,339
  • REBEKAH COUPER-NOLES

    REGION VP MEDICAL GROUP

    Total calculated
    $1,323,857
    From this org
    $960,360
    From related orgs
    $0
    Other
    $363,497
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $634,865
    Bonus
    $299,888
    Other
    $25,607
    Deferred
    $327,698
    Nontaxable benefits
    $35,799
    Filer's total
    $1,323,857
  • SUZANNE DRAPER

    VP BUS ETHICS (PARTIAL)

    Total calculated
    $694,678
    From this org
    $603,752
    From related orgs
    $0
    Other
    $90,926
    Hours/week
    50 + 6 related

    Schedule J breakdown matched by us

    Base
    $336,147
    Bonus
    $194,894
    Other
    $72,711
    Deferred
    $58,568
    Nontaxable benefits
    $32,358
    Filer's total
    $694,678
  • ROBERT E HOESCH

    REGION CMO

    Total calculated
    $1,164,788
    From this org
    $899,935
    From related orgs
    $0
    Other
    $264,853
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $678,616
    Bonus
    $221,144
    Other
    $175
    Deferred
    $225,981
    Nontaxable benefits
    $38,872
    Filer's total
    $1,164,788
  • JAMES G SHEETS

    REGION COO (PARTIAL)

    Total calculated
    $1,330,850
    From this org
    $1,304,320
    From related orgs
    $0
    Other
    $26,530
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $155,657
    Bonus
    $325,962
    Other
    $822,701
    Deferred
    $13,200
    Nontaxable benefits
    $13,330
    Filer's total
    $1,330,850
  • DENIS SMITH

    REGION CFO

    Total calculated
    $715,114
    From this org
    $516,886
    From related orgs
    $0
    Other
    $198,228
    Hours/week
    50 + 3 related

    Schedule J breakdown matched by us

    Base
    $402,322
    Bonus
    $113,092
    Other
    $1,472
    Deferred
    $163,792
    Nontaxable benefits
    $34,436
    Filer's total
    $715,114
  • JANIE WADE

    ENTERPRISE CFO (PARTIAL)

    Total calculated
    $5,698,171
    From this org
    $0
    From related orgs
    $5,604,292
    Other
    $93,879
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $819,609 related
    Bonus
    $0 + $278,696 related
    Other
    $0 + $4,505,987 related
    Deferred
    $0 + $71,363 related
    Nontaxable benefits
    $0 + $22,516 related
    Filer's total
    $0 + $5,698,171 related
  • AMY CHURCH

    VP FINANCE (PARTIAL)

    Total calculated
    $1,021,602
    From this org
    $0
    From related orgs
    $759,558
    Other
    $262,044
    Hours/week
    2 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $551,333 related
    Bonus
    $0 + $108,199 related
    Other
    $0 + $100,026 related
    Deferred
    $0 + $260,261 related
    Nontaxable benefits
    $0 + $1,783 related
    Filer's total
    $0 + $1,021,602 related
  • JEFF LYON

    REGION VP STRATEGY

    Total calculated
    $552,004
    From this org
    $440,374
    From related orgs
    $0
    Other
    $111,630
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $331,615
    Bonus
    $107,337
    Other
    $1,422
    Deferred
    $109,817
    Nontaxable benefits
    $1,813
    Filer's total
    $552,004
  • MELINDA MENDOZA

    CHIEF COMPLIANCE OFCR (PARTIAL)

    Total calculated
    $74,833
    From this org
    $73,366
    From related orgs
    $0
    Other
    $1,467
    Hours/week
    50 + 6 related
  • CASEY BACHISON MD

    SURGERY/ORTHOPEDIC

    Total calculated
    $2,071,274
    From this org
    $1,964,463
    From related orgs
    $0
    Other
    $106,811
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,942,576
    Bonus
    $20,558
    Other
    $1,329
    Deferred
    $67,507
    Nontaxable benefits
    $39,304
    Filer's total
    $2,071,274
  • KYLE ELIASON MD

    GASTROENTEROLOGIST

    Total calculated
    $1,823,527
    From this org
    $1,706,983
    From related orgs
    $0
    Other
    $116,544
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,685,046
    Bonus
    $20,558
    Other
    $1,379
    Deferred
    $81,497
    Nontaxable benefits
    $35,047
    Filer's total
    $1,823,527
  • PAUL KRAKOVITZ

    DESERT REGION PRESIDENT

    Total calculated
    $3,167,432
    From this org
    $3,075,283
    From related orgs
    $0
    Other
    $92,149
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $443,737
    Bonus
    $499,986
    Other
    $2,131,560
    Deferred
    $71,913
    Nontaxable benefits
    $20,236
    Filer's total
    $3,167,432
  • DAVID GOFF MD

    SURGEON/CARDIO

    Total calculated
    $2,102,335
    From this org
    $1,878,655
    From related orgs
    $0
    Other
    $223,680
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,876,593
    Bonus
    $558
    Other
    $1,504
    Deferred
    $189,810
    Nontaxable benefits
    $33,870
    Filer's total
    $2,102,335
  • JOHN DOTY MD

    DIRECTOR CV SURGERY

    Total calculated
    $1,837,863
    From this org
    $1,637,671
    From related orgs
    $0
    Other
    $200,192
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,187,506
    Bonus
    $448,661
    Other
    $1,504
    Deferred
    $172,079
    Nontaxable benefits
    $28,113
    Filer's total
    $1,837,863
  • A MARC HARRISON MD

    FORMER OFFICER

    Total calculated
    $2,392,280
    From this org
    $2,392,280
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $2,392,280
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $2,392,280
  • ALBERT R ZIMMERLI

    FORMER OFFICER

    Total calculated
    $8,297,635
    From this org
    $8,266,670
    From related orgs
    $0
    Other
    $30,965
    Hours/week
    50 + 7 related

    Schedule J breakdown matched by us

    Base
    $256,243
    Bonus
    $1,019,415
    Other
    $6,991,012
    Deferred
    $13,200
    Nontaxable benefits
    $17,765
    Filer's total
    $8,297,635
  • ROBERT W ALLEN

    FORMER OFFICER

    Total calculated
    $6,294,132
    From this org
    $3,669,634
    From related orgs
    $0
    Other
    $2,624,498
    Hours/week
    53 + 8 related

    Schedule J breakdown matched by us

    Base
    $2,031,471
    Bonus
    $851,892
    Other
    $786,271
    Deferred
    $2,586,333
    Nontaxable benefits
    $38,165
    Filer's total
    $6,294,132
  • MARK R BRIESACHER MD

    FORMER OFFICER

    Total calculated
    $242,510
    From this org
    $233,183
    From related orgs
    $0
    Other
    $9,327
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $233,183
    Other
    $0
    Deferred
    $9,327
    Nontaxable benefits
    $0
    Filer's total
    $242,510
  • DAN LILJENQUIST

    FORMER OFFICER

    Total calculated
    $2,864,679
    From this org
    $1,919,334
    From related orgs
    $0
    Other
    $945,345
    Hours/week
    50 + 3 related

    Schedule J breakdown matched by us

    Base
    $918,121
    Bonus
    $585,691
    Other
    $415,522
    Deferred
    $908,230
    Nontaxable benefits
    $37,115
    Filer's total
    $2,864,679
  • DAVID L FLOOD

    FORMER OFFICER

    Total calculated
    $1,881,421
    From this org
    $1,279,179
    From related orgs
    $0
    Other
    $602,242
    Hours/week
    50 + 3 related

    Schedule J breakdown matched by us

    Base
    $593,107
    Bonus
    $401,193
    Other
    $284,879
    Deferred
    $562,694
    Nontaxable benefits
    $39,548
    Filer's total
    $1,881,421
  • KEVAN MABBUTT

    FORMER OFFICER

    Total calculated
    $160,247
    From this org
    $160,247
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $160,247
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $160,247
  • HEATHER BRACE

    FORMER OFFICER

    Total calculated
    $2,199,497
    From this org
    $1,451,456
    From related orgs
    $0
    Other
    $748,041
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $704,254
    Bonus
    $427,366
    Other
    $319,836
    Deferred
    $710,246
    Nontaxable benefits
    $37,795
    Filer's total
    $2,199,497
  • MIKELLE D MOORE

    FORMER OFFICER

    Total calculated
    $2,253,855
    From this org
    $2,198,026
    From related orgs
    $0
    Other
    $55,829
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $133,532
    Bonus
    $342,742
    Other
    $1,721,752
    Deferred
    $40,651
    Nontaxable benefits
    $15,178
    Filer's total
    $2,253,855
  • GREGORY P POULSEN

    FORMER OFFICER

    Total calculated
    $964,296
    From this org
    $877,416
    From related orgs
    $0
    Other
    $86,880
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $863,522
    Bonus
    $558
    Other
    $13,336
    Deferred
    $46,116
    Nontaxable benefits
    $40,764
    Filer's total
    $964,296
  • SHANNON PHILLIPS MD

    FORMER OFFICER

    Total calculated
    $321,248
    From this org
    $284,279
    From related orgs
    $0
    Other
    $36,969
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $284,279
    Other
    $0
    Deferred
    $36,969
    Nontaxable benefits
    $0
    Filer's total
    $321,248

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

  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 1A
TRAVEL FOR COMPANIONS - PURSUANT TO COMPANY POLICY, COMPANION TRAVEL EXPENSES ARE AVAILABLE TO ANYONE IF APPROVED BY SENIOR MANAGEMENT IN ADVANCE. IF APPROVED, THE REIMBURSED EXPENSES ARE REPORTED AS TAXABLE TO THE EMPLOYEE ON A FORM W-2 OR 1099. TAX GROSS-UP PAYMENTS - PURSUANT TO COMPANY POLICY, A LIMITED NUMBER OF BENEFITS AND PERQUISITES WERE GROSSED UP FOR TAX PURPOSES FOR CERTAIN OFFICERS AND BOARD MEMBERS. A TOTAL OF 12 INDIVIDUALS RECEIVED THIS BENEFIT. THE PAYMENTS WERE INCLUDED ON EITHER A FORM W-2 OR 1099. HEALTH CLUB DUES - THE FILING ORGANIZATION PAID A PORTION OF THE MONTHLY FEE FOR EMPLOYEES OF ITS CENTRAL OFFICE WHO SIGN UP AT A LOCAL HEALTH CLUB. THIS PROGRAM WAS AVAILABLE TO ALL CENTRAL OFFICE EMPLOYEES. THE EXPENSES WERE NOT REPORTED AS TAXABLE TO THESE INDIVIDUALS ON FORM W-2.
PART I, LINE 3
HEALTH SERVICES 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. HEALTH SERVICES' POLICY IS TO COMPENSATE ITS EMPLOYEES, INCLUDING SENIOR MANAGEMENT, AT MARKET COMPETITIVE RATES. THE COMPENSATION COMMITTEE OF THE BOARD OF INTERMOUNTAIN HEALTH CARE, INC. 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
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN 2023: - GREGORY JOHNSON - $1,655,170 - PAUL KRAKOVITZ - $2,130,545 - MIKELLE D. MOORE - $1,719,770 - JANIE WADE - $3,903,603 - JAMES SHEETS - $821,378 - ALBERT R. ZIMMERLI - $6,640,096 THE FOLLOWING INDIVIDUALS RECEIVED SUPPLEMENTAL EMPLOYER RETIREMENT PAYMENTS IN 2023: - AMY CHURCH - $24,440 - JANIE WADE - $552,445 - ALBERT R. ZIMMERLI - $339,021 THE FILING ORGANIZATION OFFERS A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. PARTICIPATION IN THE PLAN IS LIMITED TO EMPLOYEES DESIGNATED BY THE BOARD OF INTERMOUNTAIN HEALTH CARE, INC. THE AMOUNTS IN THE PLAN ARE NOT VESTED, ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, AND MAY OR MAY NOT BE PAID IN THE FUTURE. CERTAIN PHYSICIANS AND MANAGEMENT LEVEL EMPLOYEES HIRED AFTER APRIL 4, 2020, WHOSE COMPENSATION EXCEEDS A MINIMUM THRESHOLD, MAY PARTICIPATE IN THE INTERMOUNTAIN HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. PARTICIPANTS ARE NOT ALLOWED TO CONTRIBUTE TO THIS PLAN, AS IT IS AN EMPLOYER FUNDED BENEFIT.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202443119349301889

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