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← BRAINERD LAKES INTEGRATED HEALTH SYSTEM

Form 990 for tax year 2023

Filed by BRAINERD LAKES INTEGRATED HEALTH SYSTEM.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES.

  • BRAINERD LAKES INTEGRATED HEALTH SYSTEM IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES EXCLUSIVELY FOR THE BENEFIT OF, TO SUPPORT THE FUNCTIONS OF, AND TO ASSIST IN CARRYING OUT THE PURPOSES OF BRAINERD MEDICAL CENTER, INC. DBA ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC AND ST. JOSEPH'S MEDICAL CENTER DBA ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER, BOTH MINNESOTA NONPROFIT CORPORATIONS. MORE SPECIFICALLY, BRAINERD LAKES INTEGRATED HEALTH SYSTEM SHALL OVERSEE THE OPERATION OF HOSPITAL AND MEDICAL CLINICS THAT PROVIDE INPATIENT, OUTPATIENT, PROFESSIONAL AND OTHER HEALTH CARE SERVICES, INCLUDING CHARITABLE CARE TO PERSONS UNABLE TO PAY.AS SUPPORTED ORGANIZATIONS OF BRAINERD LAKES INTEGRATED HEALTH SYSTEM, ALL PROGRAM SERVICES ARE REPORTED ON ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC AND ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER FORM 990S. BRAINERD LAKES INTEGRATED HEALTH SYSTEM DOES NOT HAVE ANY REVENUES OR EXPENSES NOT ALREADY REPORTED UNDER ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC AND ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER.ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC AND ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER EMPLOY APPROXIMATELY 965 FULL TIME EQUIVALENTS. THE HOSPITAL HAD A TOTAL OF 162 LICENSED BEDS WHICH PROVIDED 20,000 HOSPITAL PATIENT DAYS AND 117,000 OUTPATIENT VISITS DURING THE FISCAL YEAR ENDED JUNE 30, 2024. THE CLINICS HAD APPROXIMATELY 242,000 ENCOUNTERS DURING THE SAME TIME PERIOD.DURING THE FISCAL YEAR ENDED JUNE 30, 2024, ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC AND ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER PROVIDED THE FOLLOWING COMMUNITY BENEFITS: $996,000 IN CHARITY CARE, $17.5 MILLION COSTS IN EXCESS OF MEDICAID PAYMENTS, $270,000 IN COMMUNITY SERVICES, AND $581,000 IN HEALTH PROFESSION EDUCATION.ESSENTIA HEALTH IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH SYSTEM THAT INCLUDES THIS ORGANIZATION AND ALL ENTITIES THAT ARE OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY ESSENTIA HEALTH (COLLECTIVELY, THE "SYSTEM OR "ESSENTIA HEALTH").

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

Listed in Part VII

  • WILLIAM HEEGAARD MD

    PRESIDENT THRU 4/24

    Total calculated
    $1,062,122
    From this org
    $0
    From related orgs
    $879,244
    Other
    $182,878
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $692,531 related
    Bonus
    $0 + $175,228 related
    Other
    $0 + $11,485 related
    Deferred
    $0 + $140,520 related
    Nontaxable benefits
    $0 + $42,358 related
    Filer's total
    $0 + $1,062,122 related

  • KEVIN CASEY MD

    CHIEF MEDICAL OFFICER THRU 10/23

    Total calculated
    $970,543
    From this org
    $0
    From related orgs
    $828,826
    Other
    $141,717
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $544,746 related
    Bonus
    $0 + $151,370 related
    Other
    $0 + $132,710 related
    Deferred
    $0 + $111,701 related
    Nontaxable benefits
    $0 + $30,016 related
    Filer's total
    $0 + $970,543 related

  • TROY DUININCK MD

    BD DIRECTOR/REL ORG PHYS & DIV CHAIR

    Total calculated
    $634,689
    From this org
    $0
    From related orgs
    $569,417
    Other
    $65,272
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $567,968 related
    Bonus
    $0
    Other
    $0 + $1,449 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $38,872 related
    Filer's total
    $0 + $634,689 related

  • JON PRYOR MD

    FORMER PRESIDENT

    Total calculated
    $601,136
    From this org
    $0
    From related orgs
    $591,355
    Other
    $9,781
    Hours/week
    0 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $107,717 related
    Bonus
    $0 + $120,323 related
    Other
    $0 + $363,315 related
    Deferred
    $0 + $7,713 related
    Nontaxable benefits
    $0 + $2,068 related
    Filer's total
    $0 + $601,136 related

  • KEVIN BOREN

    VICE PRESIDENT, FINANCE

    Total calculated
    $587,978
    From this org
    $0
    From related orgs
    $482,367
    Other
    $105,611
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $407,946 related
    Bonus
    $0 + $46,603 related
    Other
    $0 + $27,818 related
    Deferred
    $0 + $64,653 related
    Nontaxable benefits
    $0 + $40,958 related
    Filer's total
    $0 + $587,978 related

  • KRISTA SKORUPA MD

    PRESIDENT

    Total calculated
    $555,641
    From this org
    $0
    From related orgs
    $469,439
    Other
    $86,202
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,189 related
    Bonus
    $0 + $78,395 related
    Other
    $0 + $1,855 related
    Deferred
    $0 + $70,901 related
    Nontaxable benefits
    $0 + $15,301 related
    Filer's total
    $0 + $555,641 related

  • TODD DEFREECE

    SENIOR VICE PRESIDENT, OPERATIONS

    Total calculated
    $385,071
    From this org
    $0
    From related orgs
    $307,414
    Other
    $77,657
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,044 related
    Bonus
    $0 + $28,127 related
    Other
    $0 + $17,243 related
    Deferred
    $0 + $44,003 related
    Nontaxable benefits
    $0 + $33,654 related
    Filer's total
    $0 + $385,071 related

  • JAN BALDWIN MD

    BOARD DIRECTOR/RELATED ORG PHYSICIAN

    Total calculated
    $365,955
    From this org
    $0
    From related orgs
    $314,140
    Other
    $51,815
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,229 related
    Bonus
    $0
    Other
    $0 + $1,911 related
    Deferred
    $0 + $24,138 related
    Nontaxable benefits
    $0 + $27,677 related
    Filer's total
    $0 + $365,955 related

  • SARA LOKSTAD MD

    ASSOCIATE CHIEF MEDICAL OFFICER

    Total calculated
    $341,222
    From this org
    $0
    From related orgs
    $320,356
    Other
    $20,866
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $319,869 related
    Bonus
    $0
    Other
    $0 + $487 related
    Deferred
    $0 + $19,234 related
    Nontaxable benefits
    $0 + $1,632 related
    Filer's total
    $0 + $341,222 related

  • SANDY ZUTZ-WICZEK

    VICE PRESIDENT, ADMINISTRATOR

    Total calculated
    $321,570
    From this org
    $0
    From related orgs
    $270,678
    Other
    $50,892
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,683 related
    Bonus
    $0 + $19,408 related
    Other
    $0 + $587 related
    Deferred
    $0 + $12,237 related
    Nontaxable benefits
    $0 + $38,655 related
    Filer's total
    $0 + $321,570 related

  • MICHAEL LARSON

    SENIOR VP, OPERATIONS THRU 6/23

    Total calculated
    $298,183
    From this org
    $0
    From related orgs
    $264,107
    Other
    $34,076
    Hours/week
    56 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,374 related
    Bonus
    $0 + $69,751 related
    Other
    $0 + $31,982 related
    Deferred
    $0 + $20,329 related
    Nontaxable benefits
    $0 + $13,747 related
    Filer's total
    $0 + $298,183 related

  • MELISSA MCKAY

    REGIONAL NURSING DIRECTOR

    Total calculated
    $265,416
    From this org
    $0
    From related orgs
    $218,794
    Other
    $46,622
    Hours/week
    58 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,589 related
    Bonus
    $0
    Other
    $0 + $205 related
    Deferred
    $0 + $11,379 related
    Nontaxable benefits
    $0 + $35,243 related
    Filer's total
    $0 + $265,416 related

  • PETER HENRY MD

    FORMER CHIEF MEDICAL OFFICER

    Total calculated
    $126,723
    From this org
    $0
    From related orgs
    $118,625
    Other
    $8,098
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $98,224 related
    Bonus
    $0
    Other
    $0 + $20,401 related
    Deferred
    $0 + $7,876 related
    Nontaxable benefits
    $0 + $222 related
    Filer's total
    $0 + $126,723 related

  • JOSEPH MIHALEK

    BOARD CHAIR

    Total calculated
    $12,700
    From this org
    $0
    From related orgs
    $12,700
    Other
    $0
    Hours/week
    2 + 24 related

  • ALAN ROCK

    BOARD DIRECTOR

    Total calculated
    $10,100
    From this org
    $0
    From related orgs
    $10,100
    Other
    $0
    Hours/week
    1 + 11 related

  • ANTHONY SERTICH

    BOARD DIRECTOR

    Total calculated
    $10,100
    From this org
    $0
    From related orgs
    $10,100
    Other
    $0
    Hours/week
    1 + 13 related

  • RENEE WACHTER

    BOARD VICE CHAIR THRU 12/23

    Total calculated
    $8,700
    From this org
    $0
    From related orgs
    $8,700
    Other
    $0
    Hours/week
    2 + 24 related

  • THOMAS JAMAR

    BOARD DIRECTOR

    Total calculated
    $7,200
    From this org
    $0
    From related orgs
    $7,200
    Other
    $0
    Hours/week
    1 + 11 related

  • TONY YUNG

    BOARD DIRECTOR

    Total calculated
    $7,200
    From this org
    $0
    From related orgs
    $7,200
    Other
    $0
    Hours/week
    1 + 11 related

  • AMY BERGSTROM

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • GEORGE LOBAN

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • HARA CHARLIER

    BOARD DIRECTOR THRU 12/23

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • SISTER BEVERLY RAWAY

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 14 related

  • SISTER JEANNE ANN WEBER

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • SISTER THERESE CARSON

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 11 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 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 3
METHODS USED TO ESTABLISH CEO'S COMPENSATION: ESSENTIA HEALTH, AS A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH BRAINERD LAKES INTEGRATED HEALTH SYSTEM'S PRESIDENT'S COMPENSATION: A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B
SEVERANCE PAYMENT: KEY EMPLOYEE KEVIN CASEY, MD RECEIVED PAYMENTS TOTALING $129,325 IN CALENDAR YEAR 2023 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, CASEY WILL RECEIVE PAY TOTALING $1,029,319 & BENEFITS TOTALING $33,928 FROM OCTOBER 9, 2023 TO APRIL 8, 2025. ALL OTHER INDIVIDUALS LISTED AS FORMERS IN FORM 990, PART VII, SECTION A, LINE 1A DID NOT RECEIVE A SEVERANCE PAYMENT DURING CALENDAR YEAR 2023. SOME OF THESE INDIVIDUALS REMAIN EMPLOYED WITHIN ESSENTIA HEALTH AND ITS SUBSIDIARIES. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: ESSENTIA HEALTH'S NONQUALIFIED RETIREMENT PLAN IS OFFERED TO DESIGNATED ESSENTIA HEALTH EXECUTIVES. THERE IS A MINIMUM FOUR YEAR VESTING DATE, OR VESTING IS AUTOMATIC UPON REACHING RETIREMENT AGE, DEATH, DISABILITY OR INVOLUNTARY TERMINATION WITHOUT CAUSE. BENEFITS ARE SUBJECT TO INCOME TAXES UPON VESTING AND PAYABLE FROM ESSENTIA HEALTH'S GENERAL ASSETS. REPORTED AS OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B (III), THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A RECEIVED PAYMENT OF THE VESTED BENEFIT FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE YEAR: JON PRYOR, MD $361,146 KEVIN BOREN $25,627 MICHAEL LARSON $25,201 PETER HENRY, MD $20,402 REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN C, ESSENTIA HEALTH MADE CONTRIBUTIONS, SUBJECT TO THE VESTING TERMS, DURING THE YEAR INTO THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ON BEHALF OF THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A: WILLIAM HEEGAARD, MD $103,603 KEVIN CASEY, MD $85,301 KEVIN BOREN $38,253 KRISTA SKORUPA, MD $44,501 TODD DEFREECE $44,003 MICHAEL LARSON $6,975

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.

  • ESSENTIA HEALTH INSURANCE SERVICES SPC LTD

    C · SELF INSURANCE · CJ · controlled entity

  • MID DAKOTA CLINIC INC

    C · CLINIC OPERATIONS CEASED 9/30/22 · ND · controlled entity

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

  • No recipient named

    no value reported

    Liquidation · NONE

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202531269349302818

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