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Nonprofiteer
← INTERMOUNTAIN FRONT RANGE INC

Form 990 for tax year 2023

Filed by INTERMOUNTAIN FRONT RANGE INC.

Totals

Total revenue
$1,130,564,649
Total expenses
$1,267,251,954
Contributions and grants received
$27,312,106
Grants paid
$1,898,852
Program service revenue
$1,100,383,152
Investment income
$226,191
Other revenue
$2,643,200
Total assets, end of year
$1,109,786,535
Total liabilities, end of year
$782,531,946
Net assets or fund balances, end of year
$327,254,589
Program services expenses (Part IX)
$1,105,753,861
Management and general expenses
$161,498,093
Fundraising expenses
$0
Program service expenses (Part III)
$1,105,753,861

Program services were 87.3% 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.

  • 1d · Related organizations

    $27,293,401

  • 1f · All other contributions, gifts and grants

    $18,705

  • 2a · Program service revenue: NET PATIENT SERVICE RE

    total $1,099,918,786 · related or exempt $1,099,321,318 · unrelated business $597,468

  • 2b · Program service revenue: MEDICAL DIRECTOR FEES

    total $464,366 · related or exempt $464,366

  • 6a · Gross rents

    real property $199,774

  • 6b · Less rental expenses

    real property $100,334

  • 6c · Rental income or loss

    real property $99,440

  • 6d · Net rental income or loss

    total $99,440 · excluded $99,440

  • 7a · Gross sales of assets other than inventory

    other assets $569,142

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

    other assets $342,951

  • 7c · Gain or loss

    other assets $226,191

  • 7d · Net gain or loss

    total $226,191 · excluded $226,191

  • 10a · Gross sales of inventory

    $77,265

  • 10b · Cost of goods sold

    $89,497

  • 10c · Net income from sales of inventory

    total -$12,232 · excluded -$12,232

  • 11a · Other revenue: CAFETERIA

    total $2,240,992 · related or exempt $2,240,992

  • 11b · Other revenue: MED. DIRECTORS' FEES

    total $315,000 · unrelated business $315,000

  • 11e · Other revenue, total

    $2,555,992

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,843,314 · program services $1,843,314

  • 2 · Grants to domestic individuals

    total $55,538 · program services $55,538

  • 5 · Compensation of officers, directors and key employees

    total $9,703,614 · program services $9,520,909 · management and general $182,705

  • 7 · Other salaries and wages

    total $473,156,362 · program services $464,247,512 · management and general $8,908,850

  • 8 · Pension plan contributions

    total $20,184,710 · program services $19,786,709 · management and general $398,001

  • 9 · Other employee benefits

    total $51,732,293 · program services $50,990,417 · management and general $741,876

  • 10 · Payroll taxes

    total $31,462,765 · program services $30,818,800 · management and general $643,965

  • 11b · Fees: legal

    total $22,412 · management and general $22,412

  • 11d · Fees: lobbying

    total $9,602 · management and general $9,602

  • 11g · Fees: other

    total $140,325,394 · program services $130,888,305 · management and general $9,437,089

  • 12 · Advertising and promotion

    total $1,055,633 · program services $996,145 · management and general $59,488

  • 13 · Office expenses

    total $2,262,323 · program services $1,925,317 · management and general $337,006

  • 14 · Information technology

    total $49,988,048 · management and general $49,988,048

  • 16 · Occupancy

    total $31,761,571 · program services $30,996,302 · management and general $765,269

  • 17 · Travel

    total $1,148,009 · program services $941,723 · management and general $206,286

  • 19 · Conferences, conventions and meetings

    total $1,287,763 · program services $1,234,091 · management and general $53,672

  • 20 · Interest

    total $28,045,182 · program services $28,045,182

  • 22 · Depreciation, depletion and amortization

    total $74,316,974 · program services $74,316,974

  • 23 · Insurance

    total $5,713,808 · program services $5,713,808

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $140,115,825 · program services $140,115,825

  • 24b · Other expenses: MEDICAL PROVIDER TAXES

    total $57,100,513 · program services $57,100,513

  • 24c · Other expenses: SHARED SERVICES - OTHER

    total $36,091,263 · management and general $36,091,263

  • 24d · Other expenses: FEDERAL INCOME TAXES

    total $32,315 · program services $32,315

  • 24e · All other expenses

    total $109,836,723 · program services $56,184,162 · management and general $53,652,561

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $25,571 · end of year $24,805

  • 4 · Accounts receivable

    beginning of year $111,440,250 · end of year $104,754,944

  • 7 · Other notes and loans receivable

    beginning of year $3,578,574 · end of year $1,947,550

  • 8 · Inventories for sale or use

    beginning of year $15,927,447 · end of year $13,165,205

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,034,867 · end of year $6,213,621

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

    $1,039,449,019

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

    $125,176,762

  • 10c · Land, buildings and equipment, net

    beginning of year $755,296,358 · end of year $914,272,257

  • 15 · Other assets

    beginning of year $58,851,707 · end of year $69,408,153

  • 17 · Accounts payable and accrued expenses

    beginning of year $104,195,409 · end of year $86,212,061

  • 25 · Other liabilities

    beginning of year $372,030,686 · end of year $696,319,885

  • 27 · Net assets without donor restrictions

    beginning of year $470,928,679 · end of year $327,254,589

Mission and programs · 2023

Mission

HELPING PEOPLE LIVE THE HEALTHIEST LIVES POSSIBLE.

  • SEE SCHEDULE O

    Expenses $1,105,753,861 · Grants $1,898,852 · Revenue $1,102,624,144

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JANIE WADE

    FORMER OFFICER

    Total calculated
    $5,698,172
    From this org
    $0
    From related orgs
    $5,604,293
    Other
    $93,879
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $814,843 related
    Bonus
    $0 + $278,696 related
    Other
    $0 + $4,510,754 related
    Deferred
    $0 + $71,363 related
    Nontaxable benefits
    $0 + $22,516 related
    Filer's total
    $0 + $5,698,172 related

  • LYDIA JUMONVILLE

    FORMER OFFICER

    Total calculated
    $4,363,321
    From this org
    $0
    From related orgs
    $3,796,732
    Other
    $566,589
    Hours/week
    0 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,335,578 related
    Bonus
    $0 + $1,836,066 related
    Other
    $0 + $625,088 related
    Deferred
    $0 + $544,613 related
    Nontaxable benefits
    $0 + $21,976 related
    Filer's total
    $0 + $4,363,321 related

  • MARK KORTH

    DIRECTOR (PARTIAL)

    Total calculated
    $2,437,415
    From this org
    $0
    From related orgs
    $1,810,663
    Other
    $626,752
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $907,305 related
    Bonus
    $0 + $700,064 related
    Other
    $0 + $203,294 related
    Deferred
    $0 + $599,392 related
    Nontaxable benefits
    $0 + $27,360 related
    Filer's total
    $0 + $2,437,415 related

  • DANIEL POSSLEY MD

    PHYSICIAN

    Total calculated
    $1,959,741
    From this org
    $1,901,052
    From related orgs
    $0
    Other
    $58,689
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $851,791
    Bonus
    $1,031,803
    Other
    $17,458
    Deferred
    $16,500
    Nontaxable benefits
    $42,189
    Filer's total
    $1,959,741

  • SCOTT PEEK

    DIR/MKT PRES, FRONT RANGE MKT

    Total calculated
    $1,423,182
    From this org
    $1,025,813
    From related orgs
    $0
    Other
    $397,369
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $705,729
    Bonus
    $135,762
    Other
    $184,322
    Deferred
    $365,711
    Nontaxable benefits
    $31,658
    Filer's total
    $1,423,182

  • JESS JOYMON MD

    PHYSICIAN

    Total calculated
    $1,338,731
    From this org
    $1,282,786
    From related orgs
    $0
    Other
    $55,945
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $891,623
    Bonus
    $364,374
    Other
    $26,789
    Deferred
    $17,602
    Nontaxable benefits
    $38,343
    Filer's total
    $1,338,731

  • JOHN WICKLUND

    PRESIDENT REGIONAL WESTERN CO & LMC (PARTIAL)

    Total calculated
    $1,169,816
    From this org
    $0
    From related orgs
    $1,145,372
    Other
    $24,444
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,427 related
    Bonus
    $0 + $149,635 related
    Other
    $0 + $822,310 related
    Deferred
    $0 + $7,846 related
    Nontaxable benefits
    $0 + $16,598 related
    Filer's total
    $0 + $1,169,816 related

  • ADAM SMITH MD

    PHYSICIAN

    Total calculated
    $1,139,021
    From this org
    $1,081,299
    From related orgs
    $0
    Other
    $57,722
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $988,183
    Bonus
    $6,606
    Other
    $86,510
    Deferred
    $19,800
    Nontaxable benefits
    $37,922
    Filer's total
    $1,139,021

  • JAMES TREADWELL MD

    PHYSICIAN

    Total calculated
    $1,126,906
    From this org
    $1,072,950
    From related orgs
    $0
    Other
    $53,956
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $574,832
    Bonus
    $489,564
    Other
    $8,554
    Deferred
    $16,500
    Nontaxable benefits
    $37,456
    Filer's total
    $1,126,906

  • JORDAN MCCOY MD

    PHYSICIAN

    Total calculated
    $1,112,016
    From this org
    $1,058,238
    From related orgs
    $0
    Other
    $53,778
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $751,536
    Bonus
    $247,116
    Other
    $59,586
    Deferred
    $18,644
    Nontaxable benefits
    $35,134
    Filer's total
    $1,112,016

  • CHRISTOPHER AWTREY

    CMO, FRONT RANGE MED GROUP (PARTIAL)

    Total calculated
    $871,590
    From this org
    $635,362
    From related orgs
    $0
    Other
    $236,228
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $458,263
    Bonus
    $152,715
    Other
    $24,384
    Deferred
    $206,116
    Nontaxable benefits
    $30,112
    Filer's total
    $871,590

  • DAWN ANUSZKIEWICZ

    PRESIDENT GSMC

    Total calculated
    $805,644
    From this org
    $557,039
    From related orgs
    $0
    Other
    $248,605
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $449,752
    Bonus
    $102,393
    Other
    $4,894
    Deferred
    $221,067
    Nontaxable benefits
    $27,538
    Filer's total
    $805,644

  • JENNIFER ALDERFER

    FORMER OFFICER

    Total calculated
    $798,804
    From this org
    $0
    From related orgs
    $756,683
    Other
    $42,121
    Hours/week
    0 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $549,575 related
    Bonus
    $0 + $130,931 related
    Other
    $0 + $76,177 related
    Deferred
    $0 + $14,518 related
    Nontaxable benefits
    $0 + $27,603 related
    Filer's total
    $0 + $798,804 related

  • SEAN FADDEN

    FORMER OFFICER

    Total calculated
    $706,122
    From this org
    $0
    From related orgs
    $508,929
    Other
    $197,193
    Hours/week
    0 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,991 related
    Bonus
    $0 + $113,292 related
    Other
    $0 + $21,646 related
    Deferred
    $0 + $169,153 related
    Nontaxable benefits
    $0 + $28,040 related
    Filer's total
    $0 + $706,122 related

  • TONI GREEN-CHEATWOOD

    VP CHIEF MEDICAL OFFICER GSMC

    Total calculated
    $670,805
    From this org
    $449,253
    From related orgs
    $0
    Other
    $221,552
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $386,918
    Bonus
    $58,830
    Other
    $3,505
    Deferred
    $191,440
    Nontaxable benefits
    $30,112
    Filer's total
    $670,805

  • ANDREA BURCH

    VP CHIEF OP/NURSING OFFICER LMC

    Total calculated
    $621,802
    From this org
    $423,384
    From related orgs
    $0
    Other
    $198,418
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $337,361
    Bonus
    $52,125
    Other
    $33,898
    Deferred
    $167,008
    Nontaxable benefits
    $31,410
    Filer's total
    $621,802

  • SCOTT DAY

    VP HUMAN RESOURCE OPS LMC (PARTIAL)

    Total calculated
    $584,940
    From this org
    $0
    From related orgs
    $445,586
    Other
    $139,354
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $267,091 related
    Bonus
    $0 + $53,589 related
    Other
    $0 + $124,906 related
    Deferred
    $0 + $119,545 related
    Nontaxable benefits
    $0 + $19,809 related
    Filer's total
    $0 + $584,940 related

  • ANN GANTZER

    VP CHIEF NURSING OFFICER GSMC

    Total calculated
    $542,215
    From this org
    $377,961
    From related orgs
    $0
    Other
    $164,254
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $285,814
    Bonus
    $11,541
    Other
    $80,606
    Deferred
    $134,142
    Nontaxable benefits
    $30,112
    Filer's total
    $542,215

  • STEVEN HANKINS

    VP CHIEF OPERATING OFFICER GSMC

    Total calculated
    $542,040
    From this org
    $374,616
    From related orgs
    $0
    Other
    $167,424
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $334,255
    Bonus
    $24,054
    Other
    $16,307
    Deferred
    $165,641
    Nontaxable benefits
    $1,783
    Filer's total
    $542,040

  • TROY STOEHR

    VP, FINANCE GSMC (PARTIAL)

    Total calculated
    $492,597
    From this org
    $0
    From related orgs
    $339,787
    Other
    $152,810
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,337 related
    Bonus
    $0 + $30,661 related
    Other
    $0 + $21,789 related
    Deferred
    $0 + $123,120 related
    Nontaxable benefits
    $0 + $29,690 related
    Filer's total
    $0 + $492,597 related

  • STEVEN BROWN

    VP CHIEF MED OFFICER LMC (PARTIAL)

    Total calculated
    $460,209
    From this org
    $0
    From related orgs
    $351,105
    Other
    $109,104
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $240,057 related
    Bonus
    $0 + $60,149 related
    Other
    $0 + $50,899 related
    Deferred
    $0 + $95,073 related
    Nontaxable benefits
    $0 + $14,031 related
    Filer's total
    $0 + $460,209 related

  • MICHELLE SHIAO

    FORMER OFFICER

    Total calculated
    $459,294
    From this org
    $0
    From related orgs
    $303,643
    Other
    $155,651
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,180 related
    Bonus
    $0 + $36,688 related
    Other
    $0 + $20,775 related
    Deferred
    $0 + $124,339 related
    Nontaxable benefits
    $0 + $31,312 related
    Filer's total
    $0 + $459,294 related

  • MEGAN DURNING

    VP STRATEGY AND BUS DEVELOPMENT LMC

    Total calculated
    $415,794
    From this org
    $0
    From related orgs
    $307,155
    Other
    $108,639
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $242,226 related
    Bonus
    $0 + $36,513 related
    Other
    $0 + $28,416 related
    Deferred
    $0 + $108,631 related
    Nontaxable benefits
    $0 + $8 related
    Filer's total
    $0 + $415,794 related

  • ASHLEY DENTON

    VP FINANCE LMC

    Total calculated
    $412,472
    From this org
    $274,196
    From related orgs
    $0
    Other
    $138,276
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $244,064
    Bonus
    $29,138
    Other
    $994
    Deferred
    $108,164
    Nontaxable benefits
    $30,112
    Filer's total
    $412,472

  • PATRICE FARRELL-DELINE

    FORMER KEY EMPLOYEE

    Total calculated
    $363,158
    From this org
    $0
    From related orgs
    $252,207
    Other
    $110,951
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,879 related
    Bonus
    $0 + $30,582 related
    Other
    $0 + $21,746 related
    Deferred
    $0 + $91,371 related
    Nontaxable benefits
    $0 + $19,580 related
    Filer's total
    $0 + $363,158 related

  • CALVIN BEASLEY

    VP INTEGRATIVE SVCS LMC (PARTIAL)

    Total calculated
    $346,515
    From this org
    $0
    From related orgs
    $279,576
    Other
    $66,939
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $143,181 related
    Bonus
    $0 + $26,737 related
    Other
    $0 + $109,658 related
    Deferred
    $0 + $47,028 related
    Nontaxable benefits
    $0 + $19,911 related
    Filer's total
    $0 + $346,515 related

  • SADIE SULLIVAN

    SECRETARY (PARTIAL)

    Total calculated
    $279,647
    From this org
    $0
    From related orgs
    $233,662
    Other
    $45,985
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $216,610 related
    Bonus
    $0 + $16,441 related
    Other
    $0 + $611 related
    Deferred
    $0 + $34,708 related
    Nontaxable benefits
    $0 + $11,277 related
    Filer's total
    $0 + $279,647 related

  • LARA ZARZECKI

    SECRETARY (PARTIAL)

    Total calculated
    $272,229
    From this org
    $0
    From related orgs
    $225,278
    Other
    $46,951
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,178 related
    Bonus
    $0 + $4,294 related
    Other
    $0 + $806 related
    Deferred
    $0 + $28,087 related
    Nontaxable benefits
    $0 + $18,864 related
    Filer's total
    $0 + $272,229 related

  • THOMAS DONOHOE

    FORMER OFFICER

    Total calculated
    $200,573
    From this org
    $0
    From related orgs
    $194,619
    Other
    $5,954
    Hours/week
    0 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $33,934 related
    Bonus
    $0 + $90,379 related
    Other
    $0 + $70,306 related
    Deferred
    $0 + $3,434 related
    Nontaxable benefits
    $0 + $2,520 related
    Filer's total
    $0 + $200,573 related

  • CHRISTINA JOHNSON

    FORMER KEY EMPLOYEE

    Total calculated
    $171,903
    From this org
    $146,702
    From related orgs
    $0
    Other
    $25,201
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $142,364
    Bonus
    $3,907
    Other
    $431
    Deferred
    $13,303
    Nontaxable benefits
    $11,898
    Filer's total
    $171,903

  • KATHY BOELTER

    DIRECTOR/VICE CHAIR (PARTIAL)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRISTINE FORKNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • STEVEN FRANKEL MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • FAYE HUMMEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MARK ISAKSON

    CHAIR/DIRECTOR (PARTIAL)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID KINNARD MD

    VICE CHAIR/CHAIR (PARTIAL)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • GILLIAN MCKNIGHT-TUTEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BERRY MORTON MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • KELLY SNOW-DUNKIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 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 · Tax indemnification and gross-up payments
  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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
THE FILING ORGANIZATION AND RELATED ORGANIZATIONS ALLOW FOR CERTAIN TAX INDEMNIFICATION AND GROSS-UP PAYMENTS IN THE INSTANCES OF RELOCATION. THESE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION. THE INDIVIDUALS THAT RECEIVED TAX GROSS-UP PAYMENTS IN 2023 WERE: SCOTT PEEK - $52,236; ANN GANTZER - $24,996.
PART I, LINE 1B
THE FILING ORGANIZATION DOES NOT HAVE A FORMAL WRITTEN POLICY FOR TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HOWEVER, BEFORE ANY TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE MADE; PROPER APPROVAL FROM THE EMPLOYEE'S MANAGER IS REQUIRED. IN ADDITION, APPROVAL IS ALSO REQUIRED FROM HUMAN RESOURCES.
PART I, LINE 3
COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS) OR BY SCL HEALTH - FRONT RANGE, INC. COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SCLHS AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO INTERMOUNTAIN HEALTH CARE, INC.'S BOARD FOR APPROVAL OF ANY CHANGES. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA OF PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION-RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY INTERMOUNTAIN HEALTH CARE, INC. AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. THE BOARD PLACES A HIGH PRIORITY ON THE NEED TO RECURIT AND RETAIN A STRONG LEADERSHIP TEAM AND TO CREATE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE. COMPENSATION LEVELS FOLLOW IRS GUIDELINES AND ARE SUBJECT TO IRS OVERSIGHT. AS PART OF THE REVIEW PROCESS, INTERMOUNTAIN HEALTH CARE, INC. USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) COMPENSATION SURVEYS AND STUDIES 5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD.
PART I, LINES 4A-B
SCHEDULE J, PART I, LINE 4A: SEVERANCE PAYMENTS THE ORGANIZATION AND RELATED ORGANIZATIONS PERIODICALLY INCUR SEVERANCE PAYMENTS TO DEPARTING EMPLOYEES. THE INDIVIDUALS AND THE AMOUNTS PAID FOR SEVERANCE IN 2023 WERE: JOHN WICKLUND - $433,300; CALVIN BEASLEY - $36,201; LYDIA JUMONVILLE - $45,708; JANIE WADE - $3,903,603. SCHEDULE J, PART I, LINE 4B: PAYMENTS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: A RELATED ORGANIZATION PROVIDES A NONQUALIFIED DEFERRED COMPENSATION PLAN (NQDC) KNOWN AS THE SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) FOR EXECUTIVES (SENIOR MANAGEMENT) TO COMPENSATE FOR REGULATORY IMPOSED LIMITATIONS IN QUALIFIED RETIREMENT PLANS AND TO PROVIDE A BENEFIT CONSISTENT WITH OTHER NONPROFIT HEALTH SYSTEMS. THIS PLAN ENABLES THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR OF PARTICIPATION. IN 2014, IN AN EFFORT TO REDUCE LONG-TERM COSTS AND HAVE GREATER CONTROL OVER FINANCIAL RISK, THE SERP WAS CONVERTED FROM A DEFINED BENEFIT (DB) TO A DEFINED CONTRIBUTION (DC) DESIGN. CERTAIN MEMBERS OF SENIOR MANAGEMENT WHOSE BENEFITS WERE CONVERTED FROM DB TO DC WOULD HAVE BEEN DISPROPORTIONATELY AND NEGATIVELY AFFECTED BY THE CHANGE, SO THE COMMITTEE DETERMINED IT WOULD BE APPROPRIATE TO GRANT "TRANSITION CREDITS" IN ORDER TO MITIGATE THE NEGATIVE IMPACT OF THE CHANGE ON THEIR RETIREMENT BENEFITS. THIS IS A COMMON APPROACH EMPLOYED BY OTHER ORGANIZATIONS UNDERGOING A SIMILAR TRANSITION. THE TRANSITION CREDITS VEST IN ACCORDANCE WITH THE TERMS OF THE DC SERP (I.E., AFTER THREE YEARS) AND ARE PAID TO THE EXECUTIVE UPON VESTING. NQDC SERP PLAN STARTING IN 2014 STARTING IN 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS A ROLLING 3 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN BEFORE JANUARY 1, 2014. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2023. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT UPON THE END OF EMPLOYMENT. THE VESTED AMOUNTS ARE TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE PARTICIPANTS' W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2023 WERE: MARY KORTH - $168,447; TROY STOEHR - $18,884; JOHN WICKLUND - $299,497; ANDREA BURCH - $31,998; MEGAN DURNING - $22,927; SCOTT DAY - $106,441; CALVIN BEASLEY - $70,091; STEVEN BROWN - $45,860; PATRICE FARRELL-DELINE - $16,365; SEAN FADDEN - $19,923; LYDIA JUMONVILLE - $395,839; JENNIFER ALDERFER - $72,753; JANIE WADE - $552,445; THOMAS DONOHOE - $47,631; MICHELLE SHIAO - $19,514.
SCHEDULE J - ADDITIONAL OFFICER AND BOARD DISCLOSURES
INTERMOUNTAIN HEALTH CARE, INC. AND RELATED TAX-EXEMPT ORGANIZATIONS ADHERE TO GOVERNANCE EXCELLENCE STANDARDS INCLUDING ACCOUNTABILITY. IN KEEPING WITH INTERMOUNTAIN HEALTH CARE, INC.'S CORE VALUE OF STEWARDSHIP, INTERMOUNTAIN HEALTH CARE, INC.'S BOARD COMPENSATION COMMITTEE (COMMITTEE) HAS RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION ADVISOR. THE COMPENSATION ADVISOR IS RESPONSIBLE FOR ADVISING THE COMMITTEE ON ALL MATTERS RELATING TO EXECUTIVE COMPENSATION INCLUDING SUPPORTING THE COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. THE SISTERS WHO SERVE AS OFFICERS AND/OR BOARD MEMBERS ARE MEMBERS OF THE SISTERS OF CHARITY OF LEAVENWORTH (A RELIGIOUS ORDER OF WOMEN). THE SISTERS HAVE TAKEN VOWS OF POVERTY AND RECEIVE NO COMPENSATION, EXPENSE ACCOUNT ALLOWANCE, OR CONTRIBUTIONS TO BENEFIT PLANS FOR THEIR SERVICES TO THE HEALTH SYSTEM. HOWEVER, A PAYMENT IS MADE DIRECTLY TO THE SISTERS OF CHARITY OF LEAVENWORTH FOR THE SERVICES OF THOSE WHO PERFORM PROFESSIONAL, ADMINISTRATIVE, AND OTHER SUCH SERVICES.

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.

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.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202413129349301626

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