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Nonprofiteer
← SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC

Form 990 for tax year 2023

Filed by SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC.

Totals

Total revenue
$898,115,236
Total expenses
$838,962,584
Contributions and grants received
$24,958,963
Grants paid
$8,736,934
Program services expenses (Part IX)
$771,135,646
Management and general expenses
$67,826,938
Fundraising expenses
$0
Program service expenses (Part III)
$771,135,646

Program services were 91.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALBERT R ZIMMERLI

    FORMER OFFICER

    Total calculated
    $8,297,635
    From this org
    $0
    From related orgs
    $8,266,670
    Other
    $30,965
    Hours/week
    0 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,243 related
    Bonus
    $0 + $1,019,415 related
    Other
    $0 + $6,991,012 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $17,765 related
    Filer's total
    $0 + $8,297,635 related

  • JANIE WADE

    TREASURER/EVP CFO (PARTIAL)

    Total calculated
    $5,698,171
    From this org
    $5,604,292
    From related orgs
    $0
    Other
    $93,879
    Hours/week
    50 + 10 related

    Schedule J breakdown matched by us

    Base
    $814,842
    Bonus
    $278,696
    Other
    $4,510,754
    Deferred
    $71,363
    Nontaxable benefits
    $22,516
    Filer's total
    $5,698,171

  • LYDIA JUMONVILLE

    CHIEF EXECUTIVE OFFICER (PARTIAL)

    Total calculated
    $4,363,321
    From this org
    $3,796,732
    From related orgs
    $0
    Other
    $566,589
    Hours/week
    50 + 7 related

    Schedule J breakdown matched by us

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

  • JAMES VALIN MD

    EVP CHIEF CLINICAL OFFICER

    Total calculated
    $3,103,067
    From this org
    $2,029,528
    From related orgs
    $0
    Other
    $1,073,539
    Hours/week
    50 + 7 related

    Schedule J breakdown matched by us

    Base
    $1,146,947
    Bonus
    $710,621
    Other
    $171,960
    Deferred
    $1,043,427
    Nontaxable benefits
    $30,112
    Filer's total
    $3,103,067

  • MARK KORTH

    SYSTEM PRESIDENT (PARTIAL)

    Total calculated
    $2,437,415
    From this org
    $1,810,663
    From related orgs
    $0
    Other
    $626,752
    Hours/week
    50 + 6 related

    Schedule J breakdown matched by us

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

  • GREG J MATIS

    SECRETARY

    Total calculated
    $2,300,619
    From this org
    $0
    From related orgs
    $1,467,943
    Other
    $832,676
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $767,063 related
    Bonus
    $0 + $391,369 related
    Other
    $0 + $309,511 related
    Deferred
    $0 + $800,888 related
    Nontaxable benefits
    $0 + $31,788 related
    Filer's total
    $0 + $2,300,619 related

  • GREGORY M JOHNSON

    VP, FINANCE SERVICES (PARTIAL)

    Total calculated
    $2,117,139
    From this org
    $0
    From related orgs
    $2,061,569
    Other
    $55,570
    Hours/week
    2 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $80,048 related
    Bonus
    $0 + $314,641 related
    Other
    $0 + $1,666,880 related
    Deferred
    $0 + $43,451 related
    Nontaxable benefits
    $0 + $12,119 related
    Filer's total
    $0 + $2,117,139 related

  • CRAIG RICHARDVILLE

    CHIEF DIGITAL & INFORMATION OFFICER

    Total calculated
    $1,859,927
    From this org
    $1,244,905
    From related orgs
    $0
    Other
    $615,022
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $675,447
    Bonus
    $444,966
    Other
    $124,492
    Deferred
    $591,496
    Nontaxable benefits
    $23,526
    Filer's total
    $1,859,927

  • TAJQUAH HUDSON

    CHIEF INTEGRATION OFFICER

    Total calculated
    $1,775,322
    From this org
    $1,550,185
    From related orgs
    $0
    Other
    $225,137
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $654,106
    Bonus
    $698,412
    Other
    $197,667
    Deferred
    $214,172
    Nontaxable benefits
    $10,965
    Filer's total
    $1,775,322

  • CLAY M ASHDOWN

    TREASURER, SVP, CFO (PARTIAL)

    Total calculated
    $1,563,867
    From this org
    $0
    From related orgs
    $1,122,424
    Other
    $441,443
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $671,465 related
    Bonus
    $0 + $329,198 related
    Other
    $0 + $121,761 related
    Deferred
    $0 + $406,292 related
    Nontaxable benefits
    $0 + $35,151 related
    Filer's total
    $0 + $1,563,867 related

  • MEGAN MAHNCKE

    CHIEF MARKETING & COMM. OFFICER

    Total calculated
    $1,451,948
    From this org
    $944,666
    From related orgs
    $0
    Other
    $507,282
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

    Base
    $546,966
    Bonus
    $353,256
    Other
    $44,444
    Deferred
    $477,170
    Nontaxable benefits
    $30,112
    Filer's total
    $1,451,948

  • LOUIS ROSS MD

    PHYSICIAN

    Total calculated
    $1,423,752
    From this org
    $1,377,143
    From related orgs
    $0
    Other
    $46,609
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $868,855
    Bonus
    $505,032
    Other
    $3,256
    Deferred
    $15,631
    Nontaxable benefits
    $30,978
    Filer's total
    $1,423,752

  • SCOTT PEEK

    FRONT RANGE MKT PRESIDENT (PARTIAL)

    Total calculated
    $1,423,182
    From this org
    $0
    From related orgs
    $1,025,813
    Other
    $397,369
    Hours/week
    2 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $705,729 related
    Bonus
    $0 + $135,762 related
    Other
    $0 + $184,322 related
    Deferred
    $0 + $365,711 related
    Nontaxable benefits
    $0 + $31,658 related
    Filer's total
    $0 + $1,423,182 related

  • ALAN BAKER

    COO, MEDICAL GROUP/CHIEF ADMIN OFF.

    Total calculated
    $1,221,210
    From this org
    $883,631
    From related orgs
    $0
    Other
    $337,579
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $618,386
    Bonus
    $213,845
    Other
    $51,400
    Deferred
    $317,347
    Nontaxable benefits
    $20,232
    Filer's total
    $1,221,210

  • YEVGENIY AREFIEV MD

    PHYSICIAN

    Total calculated
    $1,201,295
    From this org
    $1,150,512
    From related orgs
    $0
    Other
    $50,783
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $499,838
    Bonus
    $626,774
    Other
    $23,900
    Deferred
    $13,200
    Nontaxable benefits
    $37,583
    Filer's total
    $1,201,295

  • JOHN WICKLUND

    PRESIDENT REGIONAL WESTERN CO & LMC

    Total calculated
    $1,169,816
    From this org
    $1,145,372
    From related orgs
    $0
    Other
    $24,444
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

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

  • STACY JENNINGS

    VP, CHIEF INVESTMENT OFFICER

    Total calculated
    $1,083,236
    From this org
    $0
    From related orgs
    $805,712
    Other
    $277,524
    Hours/week
    2 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,542 related
    Bonus
    $0 + $250,940 related
    Other
    $0 + $230 related
    Deferred
    $0 + $242,066 related
    Nontaxable benefits
    $0 + $35,458 related
    Filer's total
    $0 + $1,083,236 related

  • AMY CHURCH

    VP, FINANCIAL PLANNING AND ANALYTICS

    Total calculated
    $1,021,603
    From this org
    $759,559
    From related orgs
    $0
    Other
    $262,044
    Hours/week
    50 + 7 related

    Schedule J breakdown matched by us

    Base
    $549,369
    Bonus
    $176,239
    Other
    $33,951
    Deferred
    $260,261
    Nontaxable benefits
    $1,783
    Filer's total
    $1,021,603

  • SIMON MALTAIS MD

    PHYSICIAN

    Total calculated
    $1,015,399
    From this org
    $976,857
    From related orgs
    $0
    Other
    $38,542
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $941,475
    Bonus
    $11,500
    Other
    $23,882
    Deferred
    $692
    Nontaxable benefits
    $37,850
    Filer's total
    $1,015,399

  • HEIDI WALD

    CHIEF QUALITY AND SAFETY OFFICER

    Total calculated
    $1,010,316
    From this org
    $736,826
    From related orgs
    $0
    Other
    $273,490
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $495,575
    Bonus
    $188,886
    Other
    $52,365
    Deferred
    $243,610
    Nontaxable benefits
    $29,880
    Filer's total
    $1,010,316

  • DAVID PRINGLE

    CHIEF CATHOLIC MISSION OFF(PARTIAL)

    Total calculated
    $989,111
    From this org
    $733,476
    From related orgs
    $0
    Other
    $255,635
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $346,936
    Bonus
    $331,349
    Other
    $55,191
    Deferred
    $231,344
    Nontaxable benefits
    $24,291
    Filer's total
    $989,111

  • SIMON PAYNE MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $970,355
    From this org
    $712,751
    From related orgs
    $0
    Other
    $257,604
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $500,243
    Bonus
    $157,856
    Other
    $54,652
    Deferred
    $229,178
    Nontaxable benefits
    $28,426
    Filer's total
    $970,355

  • BRYAN JOHNSON

    W CO MKT PRES/SMGJ PRES/MT MKT PRES

    Total calculated
    $967,224
    From this org
    $0
    From related orgs
    $684,612
    Other
    $282,612
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $502,548 related
    Bonus
    $0 + $109,425 related
    Other
    $0 + $72,639 related
    Deferred
    $0 + $255,252 related
    Nontaxable benefits
    $0 + $27,360 related
    Filer's total
    $0 + $967,224 related

  • JOHN BRAXTON MD

    PHYSICIAN

    Total calculated
    $951,177
    From this org
    $916,689
    From related orgs
    $0
    Other
    $34,488
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $897,532
    Bonus
    $11,000
    Other
    $8,157
    Deferred
    $15,277
    Nontaxable benefits
    $19,211
    Filer's total
    $951,177

  • TROY SPRING

    VP REVENUE CYCLE

    Total calculated
    $896,121
    From this org
    $654,040
    From related orgs
    $0
    Other
    $242,081
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $451,171
    Bonus
    $160,964
    Other
    $41,905
    Deferred
    $209,969
    Nontaxable benefits
    $32,112
    Filer's total
    $896,121

  • CHRISTOPHER AWTREY MD

    CMO, MEDICAL GROUP/CMO MEDICAL GROUP, FRONT RANGE

    Total calculated
    $871,590
    From this org
    $0
    From related orgs
    $635,362
    Other
    $236,228
    Hours/week
    2 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $458,263 related
    Bonus
    $0 + $152,715 related
    Other
    $0 + $24,384 related
    Deferred
    $0 + $206,116 related
    Nontaxable benefits
    $0 + $30,112 related
    Filer's total
    $0 + $871,590 related

  • BARBARA JAHN

    VP, SERVICE LINES AND OPERATIONS

    Total calculated
    $857,646
    From this org
    $639,182
    From related orgs
    $0
    Other
    $218,464
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $427,190
    Bonus
    $151,411
    Other
    $60,581
    Deferred
    $197,023
    Nontaxable benefits
    $21,441
    Filer's total
    $857,646

  • LEE SYPHUS

    VP OPS, MEDICAL GROUP (PARTIAL)

    Total calculated
    $814,853
    From this org
    $614,431
    From related orgs
    $0
    Other
    $200,422
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $350,466
    Bonus
    $113,655
    Other
    $150,310
    Deferred
    $170,375
    Nontaxable benefits
    $30,047
    Filer's total
    $814,853

  • JENNIFER ALDERFER

    MONTANA MKT PRESIDENT (PARTIAL)

    Total calculated
    $798,804
    From this org
    $756,683
    From related orgs
    $0
    Other
    $42,121
    Hours/week
    2 + 51 related

    Schedule J breakdown matched by us

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

  • ROSLAND MCLEOD

    FORMER OFFICER

    Total calculated
    $788,287
    From this org
    $765,565
    From related orgs
    $0
    Other
    $22,722
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $765,565
    Deferred
    $0
    Nontaxable benefits
    $22,722
    Filer's total
    $788,287

  • SHAWN DUFFORD MD

    FORMER KEY EMPLOYEE

    Total calculated
    $761,329
    From this org
    $751,089
    From related orgs
    $0
    Other
    $10,240
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $751,089
    Deferred
    $0
    Nontaxable benefits
    $10,240
    Filer's total
    $761,329

  • DINA BUSH

    VP, CHIEF NURSING OFFICER

    Total calculated
    $755,340
    From this org
    $511,079
    From related orgs
    $0
    Other
    $244,261
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $389,162
    Bonus
    $87,138
    Other
    $34,779
    Deferred
    $215,172
    Nontaxable benefits
    $29,089
    Filer's total
    $755,340

  • SEAN FADDEN

    VP, FINANCE

    Total calculated
    $706,122
    From this org
    $508,929
    From related orgs
    $0
    Other
    $197,193
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

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

  • SUZANNE DRAPER

    VP, BUS. ETHICS & COMP. (PARTIAL)

    Total calculated
    $694,678
    From this org
    $0
    From related orgs
    $603,752
    Other
    $90,926
    Hours/week
    2 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,147 related
    Bonus
    $0 + $194,894 related
    Other
    $0 + $72,711 related
    Deferred
    $0 + $58,568 related
    Nontaxable benefits
    $0 + $32,358 related
    Filer's total
    $0 + $694,678 related

  • JOHN CASEY

    MKT VP STRATEGY AND BUS DEVELOPMENT

    Total calculated
    $657,519
    From this org
    $491,863
    From related orgs
    $0
    Other
    $165,656
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $334,703
    Bonus
    $120,082
    Other
    $37,078
    Deferred
    $138,296
    Nontaxable benefits
    $27,360
    Filer's total
    $657,519

  • MARK WILKINSON

    VP TREASURER (PARTIAL)

    Total calculated
    $621,903
    From this org
    $604,195
    From related orgs
    $0
    Other
    $17,708
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $11,349
    Bonus
    $130,786
    Other
    $462,060
    Deferred
    $1,120
    Nontaxable benefits
    $16,588
    Filer's total
    $621,903

  • JAMES RITCHEY

    VP HR STRATEGY & DELIVERY

    Total calculated
    $615,500
    From this org
    $434,421
    From related orgs
    $0
    Other
    $181,079
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $327,797
    Bonus
    $62,403
    Other
    $44,221
    Deferred
    $150,869
    Nontaxable benefits
    $30,210
    Filer's total
    $615,500

  • TROY HOLMES

    VP PAYER CONTRACTING (PARTIAL)

    Total calculated
    $584,733
    From this org
    $561,168
    From related orgs
    $0
    Other
    $23,565
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $167,504
    Bonus
    $113,067
    Other
    $280,597
    Deferred
    $9,739
    Nontaxable benefits
    $13,826
    Filer's total
    $584,733

  • GREGG MOSS

    VP, MKT AND COMMUNICATIONS (PARTIAL)

    Total calculated
    $545,457
    From this org
    $412,190
    From related orgs
    $0
    Other
    $133,267
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $267,048
    Bonus
    $112,905
    Other
    $32,237
    Deferred
    $122,532
    Nontaxable benefits
    $10,735
    Filer's total
    $545,457

  • SUSAN SCHAUB

    VP TOTAL REWARDS

    Total calculated
    $512,992
    From this org
    $369,069
    From related orgs
    $0
    Other
    $143,923
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $300,001
    Bonus
    $59,426
    Other
    $9,642
    Deferred
    $133,005
    Nontaxable benefits
    $10,918
    Filer's total
    $512,992

  • TERENCE MOLOUGHNEY

    ASSISTANT SECRETARY

    Total calculated
    $434,989
    From this org
    $340,536
    From related orgs
    $0
    Other
    $94,453
    Hours/week
    50 + 3 related

    Schedule J breakdown matched by us

    Base
    $284,437
    Bonus
    $21,022
    Other
    $35,077
    Deferred
    $71,556
    Nontaxable benefits
    $22,897
    Filer's total
    $434,989

  • JEREMY ROGERS

    VICE PRESIDENT HUMAN RESOURCES - PEAKS

    Total calculated
    $411,979
    From this org
    $323,947
    From related orgs
    $0
    Other
    $88,032
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $159,982
    Bonus
    $48,511
    Other
    $115,454
    Deferred
    $66,563
    Nontaxable benefits
    $21,469
    Filer's total
    $411,979

  • JACOB HARRISON

    CHIEF CATHOLIC MISSION OFF(PARTIAL)

    Total calculated
    $402,821
    From this org
    $253,003
    From related orgs
    $0
    Other
    $149,818
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $219,171
    Bonus
    $32,112
    Other
    $1,720
    Deferred
    $123,193
    Nontaxable benefits
    $26,625
    Filer's total
    $402,821

  • THOMAS DONOHOE

    VP GEN. COUNSEL OPS. & TRANS.

    Total calculated
    $200,573
    From this org
    $194,619
    From related orgs
    $0
    Other
    $5,954
    Hours/week
    50 + 4 related

    Schedule J breakdown matched by us

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

  • KHADIJA MOHAMED

    FORMER OFFICER

    Total calculated
    $171,635
    From this org
    $145,064
    From related orgs
    $0
    Other
    $26,571
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $140,680
    Bonus
    $3,564
    Other
    $820
    Deferred
    $15,670
    Nontaxable benefits
    $10,901
    Filer's total
    $171,635

  • MELINDA MENDOZA

    VP, BUSINESS ETHICS AND COMPLIANCE, CHIEF COMPLIAN

    Total calculated
    $74,833
    From this org
    $0
    From related orgs
    $73,366
    Other
    $1,467
    Hours/week
    2 + 54 related

  • DOUGLAS ADEN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SISTER BARBARA ALDRICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KAREN FAGG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • BERRY MORTON MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • NGUYEN-VU PHAM

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • MICHAEL SALEM MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • RITA TURLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • VANCE WAGNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • BARTH WHITHAM

    CHAIR

    Total calculated
    $0
    Hours/week
    2

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 · 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
TAX INDEMNIFICATION AND GROSS-UP PAYMENTS SCLHS 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: LEE SYPHUS - $33,243; JEREMY ROGERS - $30,673.
PART I, LINE 1B
SCLHS 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 SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SISTERS OF CHARITY OF LEAVENWORTH HEALTHY SYSYTEM, INC. 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 SCLHS AND RELATED ORGANIZATIONS PERIODICALLY INCUR SEVERANCE PAYMENTS TO FORMER EMPLOYEES. THE INDIVIDUALS AND THE AMOUNTS PAID FOR SEVERANCE IN 2023 WERE: LYDIA JUMONVILLE - $45,708; JANIE WADE - $3,903,603; TROY HOLMES - $148,195; MARK WILKINSON - $311,020; TAJQUAH HUDSON - $19,519; J. GRANT WICKLUND - $433,300; ROSLAND MCLEOD - $578,822; SHAWN DUFFORD - $578,531; GREGORY M. JOHNSON - $1,655,170; ALBERT ZIMMERLI - $6,640,096. SCHEDULE J, PART I, LINE 4B SCLHS 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, SCLHS' 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: MARK KORTH - $168,447; LYDIA JUMONVILLE - $395,839; JAMES P. VALIN, MD - $112,355; JANIE WADE - $552,445; LEE SYPHUS - $24,655; DAVID PRINGLE - $42,376; SEAN FADDEN - $19,923; BRYAN JOHNSON - $53,398; JENNIFER ALDERFER - $72,753; SIMON PAYNE - $51,509; BARBARA JAHN - $46,050; DINA BUSH - $28,851; ALAN BAKER - $43,407; AMY CHURCH - $24,440; TROY SPRING - $36,267; HEIDI WALD - $42,146; TROY HOLMES - $128,289; JAMES RITCHEY - $25,482; THOMAS DONOHOE - $47,631; MARK WILKINSON - $130,114; JOHN CASEY - $34,724; TAJQUAH HUDSON - $165,536; MEGAN MAHNCKE - $40,914; CRAIG RICHARDVILLE - $67,665; J. GRANT WICKLUND - $299,497. A RELATED ORGANIZATION OFFERS A SUPPLEMENTAL RETIREMENT PLAN. PARTICIPATION IN THE PLAN IS LIMITED TO EMPLOYEES DESIGNATED BY THE BOARD. 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 SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. PARTICIPANTS ARE NOT ALLOWED TO CONTRIBUTE TO THIS PLAN, AS IT IS AN EMPLOYER-FUNDED BENEFIT. THE AMOUNTS WITHDRAWN FROM THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN 2023 WERE: ALBERT R. ZIMMERLI - $339,021.
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

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
7 November 2024
IRS schema version
2023v5.1
Source object
202433129349303588

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

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