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Nonprofiteer
← UNITY FAMILY HEALTHCARE

Form 990 for tax year 2022

Filed by UNITY FAMILY HEALTHCARE.

Totals

Total revenue
$75,048,794
Total expenses
$79,860,423
Contributions and grants received
$1,557,750
Grants paid
$56,685
Program service revenue
$68,536,002
Investment income
$601,945
Other revenue
$4,353,097
Total assets, end of year
$124,362,678
Total liabilities, end of year
$79,351,169
Net assets or fund balances, end of year
$45,011,509
Program services expenses (Part IX)
$69,438,469
Management and general expenses
$10,421,954
Fundraising expenses
$0
Program service expenses (Part III)
$69,438,469

Program services were 86.9% 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.

  • 1c · Fundraising events

    $18,222

  • 1d · Related organizations

    $495,121

  • 1e · Government grants (contributions)

    $854,991

  • 1f · All other contributions, gifts and grants

    $189,416

  • 1g · Noncash contributions included above

    $104,178

  • 2a · Program service revenue: NET PATIENT SERVICES

    total $68,530,638 · related or exempt $68,530,638 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: INTERCOMPANY TRANSACTI

    total $5,364 · related or exempt $5,364 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $298,449 · excluded $298,449

  • 6a · Gross rents

    real property $210,680

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $210,680

  • 6d · Net rental income or loss

    total $210,680 · excluded $210,680

  • 7a · Gross sales of assets other than inventory

    securities $439,893 · other assets $364,154

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

    securities $0 · other assets $500,551

  • 7c · Gain or loss

    securities $439,893 · other assets -$136,397

  • 7d · Net gain or loss

    total $303,496 · excluded $303,496

  • 8a · Fundraising events: gross income

    $11,883

  • 8a · Fundraising events: contributions included on line 1c

    $18,222

  • 8b · Fundraising events: direct expenses

    $12,683

  • 8c · Net income from fundraising events

    total -$800 · excluded -$800

  • 9a · Gaming: gross income

    $4,067

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $4,067 · excluded $4,067

  • 10a · Gross sales of inventory

    $49,503

  • 10b · Cost of goods sold

    $50,825

  • 10c · Net income from sales of inventory

    total -$1,322 · excluded -$1,322

  • 11a · Other revenue: PHARMACY SERVICES

    total $2,248,521 · related or exempt $0 · unrelated business $987,455 · excluded $1,261,066

  • 11b · Other revenue: REIMBURSEMENT OF EXPEN

    total $688,177 · related or exempt $0 · unrelated business $0 · excluded $688,177

  • 11c · Other revenue: EMPLOYEE RETENTION CRE

    total $612,092 · related or exempt $0 · unrelated business $0 · excluded $612,092

  • 11d · All other revenue

    total $591,682 · excluded $591,682

  • 11e · Other revenue, total

    $4,140,472

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,610 · program services $8,610

  • 2 · Grants to domestic individuals

    total $48,075 · program services $48,075

  • 5 · Compensation of officers, directors and key employees

    total $639,494 · program services $639,494

  • 7 · Other salaries and wages

    total $31,659,352 · program services $30,047,311 · management and general $1,612,041

  • 8 · Pension plan contributions

    total $1,419,068 · program services $1,346,520 · management and general $72,548

  • 9 · Other employee benefits

    total $4,794,430 · program services $4,553,401 · management and general $241,029

  • 10 · Payroll taxes

    total $2,094,889 · program services $1,990,145 · management and general $104,744

  • 11b · Fees: legal

    total $126,010 · management and general $126,010

  • 11d · Fees: lobbying

    total $3,688 · management and general $3,688

  • 11g · Fees: other

    total $14,752,048 · program services $11,055,408 · management and general $3,696,640

  • 12 · Advertising and promotion

    total $192,934 · program services $63,668 · management and general $129,266

  • 13 · Office expenses

    total $1,353,509 · program services $1,034,038 · management and general $319,471

  • 14 · Information technology

    total $1,963,907 · program services $1,944,268 · management and general $19,639

  • 16 · Occupancy

    total $3,168,668 · program services $2,788,428 · management and general $380,240

  • 17 · Travel

    total $290,620 · program services $247,027 · management and general $43,593

  • 19 · Conferences, conventions and meetings

    total $39,600 · program services $21,780 · management and general $17,820

  • 20 · Interest

    total $370,561 · program services $366,492 · management and general $4,069

  • 21 · Payments to affiliates

    total $2,566,584 · management and general $2,566,584

  • 22 · Depreciation, depletion and amortization

    total $3,330,013 · program services $2,863,811 · management and general $466,202

  • 23 · Insurance

    total $294,088 · program services $288,206 · management and general $5,882

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $8,380,005 · program services $7,961,005 · management and general $419,000 · fundraising $0

  • 24b · Other expenses: OTHER TAXES

    total $986,595 · program services $937,265 · management and general $49,330 · fundraising $0

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $930,467 · program services $883,944 · management and general $46,523 · fundraising $0

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $158,784 · program services $78,068 · management and general $80,716 · fundraising $0

  • 24e · All other expenses

    total $288,424 · program services $271,505 · management and general $16,919

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $70,776 · end of year $100,195

  • 2 · Savings and temporary cash investments

    beginning of year $940,597 · end of year $872,898

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $9,912,290 · end of year $10,691,699

  • 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

    beginning of year $58,381 · end of year $132,961

  • 8 · Inventories for sale or use

    beginning of year $2,109,577 · end of year $2,254,633

  • 9 · Prepaid expenses and deferred charges

    beginning of year $362,151 · end of year $356,923

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

    $55,844,202

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

    $36,257,873

  • 10c · Land, buildings and equipment, net

    beginning of year $21,876,513 · end of year $19,586,329

  • 11 · Investments: publicly traded securities

    beginning of year $1,345 · end of year $103,500

  • 12 · Investments: other securities

    beginning of year $26,612,732 · end of year $18,192,057

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $55,517,736 · end of year $72,071,483

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,051,776 · end of year $5,631,695

  • 18 · Grants payable

    end of year $0

  • 19 · Deferred revenue

    beginning of year $264,626 · end of year $0

  • 20 · Tax-exempt bond liabilities

    end of year $0

  • 21 · Escrow or custodial account liability

    end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 23 · Secured mortgages and notes payable

    end of year $0

  • 24 · Unsecured notes and loans payable

    end of year $0

  • 25 · Other liabilities

    beginning of year $59,234,766 · end of year $73,719,474

  • 27 · Net assets without donor restrictions

    beginning of year $49,710,462 · end of year $44,659,213

  • 28 · Net assets with donor restrictions

    beginning of year $200,468 · end of year $352,296

Mission and programs · 2022

Mission

AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Activities or mission (Part I)

THE VISION IS TO CREATE THE BEST HEALTHCARE EXPERIENCE BY IGNITING THE SPIRIT FOR SUPERIOR CARE AND SERVICE.

  • SEE SCHEDULE H

    Expenses $69,438,469 · Grants $56,685 · Revenue $68,536,002

As filed on the 2022 return.

Listed in Part VII

  • PAUL JOHNSON

    PHYSICIAN

    Total calculated
    $1,069,541
    From this org
    $1,022,519
    From related orgs
    $0
    Other
    $47,022
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $1,021,259
    Bonus
    $0
    Other
    $1,260
    Deferred
    $17,750
    Nontaxable benefits
    $29,272
    Filer's total
    $1,069,541

  • DAVID EDGERTON JR

    PHYSICIAN

    Total calculated
    $848,067
    From this org
    $800,292
    From related orgs
    $0
    Other
    $47,775
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $798,360
    Bonus
    $0
    Other
    $1,932
    Deferred
    $20,025
    Nontaxable benefits
    $27,750
    Filer's total
    $848,067

  • MICHAEL SEVERSON

    PHYSICIAN

    Total calculated
    $754,964
    From this org
    $700,667
    From related orgs
    $0
    Other
    $54,297
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $686,576
    Bonus
    $0
    Other
    $14,091
    Deferred
    $17,925
    Nontaxable benefits
    $36,372
    Filer's total
    $754,964

  • PHILIP PROSAPIO

    ORTHOPEDIST

    Total calculated
    $715,463
    From this org
    $667,678
    From related orgs
    $0
    Other
    $47,785
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $662,134
    Bonus
    $0
    Other
    $5,544
    Deferred
    $17,750
    Nontaxable benefits
    $30,035
    Filer's total
    $715,463

  • ALICIA FRANKWITZ

    PHYSICIAN

    Total calculated
    $542,307
    From this org
    $533,325
    From related orgs
    $0
    Other
    $8,982
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $519,054
    Bonus
    $0
    Other
    $14,271
    Deferred
    $7,250
    Nontaxable benefits
    $1,732
    Filer's total
    $542,307

  • STEVEN SMITH

    CEO

    Total calculated
    $413,157
    From this org
    $0
    From related orgs
    $355,680
    Other
    $57,477
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,831 related
    Bonus
    $0 + $66,212 related
    Other
    $0 + $18,637 related
    Deferred
    $0 + $31,700 related
    Nontaxable benefits
    $0 + $25,777 related
    Filer's total
    $0 + $413,157 related

  • MARK MOE MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $411,382
    From this org
    $361,739
    From related orgs
    $0
    Other
    $49,643
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $360,508
    Bonus
    $0
    Other
    $1,231
    Deferred
    $17,371
    Nontaxable benefits
    $32,272
    Filer's total
    $411,382

  • JULIE GOEBEL

    BOARD MEMBER/DIVISION SVP COO (PARTIAL YEAR)

    Total calculated
    $386,593
    From this org
    $0
    From related orgs
    $365,482
    Other
    $21,111
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,611 related
    Bonus
    $0 + $45,000 related
    Other
    $0 + $29,871 related
    Deferred
    $0 + $810 related
    Nontaxable benefits
    $0 + $20,301 related
    Filer's total
    $0 + $386,593 related

  • DAVID JONES

    BOARD MEMBER/MARKET PRESIDENT REGIONAL HOSPITAL

    Total calculated
    $338,527
    From this org
    $0
    From related orgs
    $307,588
    Other
    $30,939
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,033 related
    Bonus
    $0 + $50,308 related
    Other
    $0 + $1,247 related
    Deferred
    $0 + $11,983 related
    Nontaxable benefits
    $0 + $18,956 related
    Filer's total
    $0 + $338,527 related

  • NICK O'TOOL

    DIV VP FINANCE

    Total calculated
    $304,710
    From this org
    $0
    From related orgs
    $257,678
    Other
    $47,032
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,354 related
    Bonus
    $0 + $49,872 related
    Other
    $0 + $452 related
    Deferred
    $0 + $16,380 related
    Nontaxable benefits
    $0 + $30,652 related
    Filer's total
    $0 + $304,710 related

  • AMBER STOWMAN

    CFO (PARTIAL YEAR)

    Total calculated
    $262,100
    From this org
    $0
    From related orgs
    $219,871
    Other
    $42,229
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,807 related
    Bonus
    $0 + $38,497 related
    Other
    $0 + $567 related
    Deferred
    $0 + $13,507 related
    Nontaxable benefits
    $0 + $28,722 related
    Filer's total
    $0 + $262,100 related

  • PETER GERMSCHEID MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $254,710
    From this org
    $230,115
    From related orgs
    $0
    Other
    $24,595
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $227,200
    Bonus
    $0
    Other
    $2,915
    Deferred
    $14,164
    Nontaxable benefits
    $10,431
    Filer's total
    $254,710

  • SR MARY BURGER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KRISTINE ERICKSON

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRISTINE GAMMON-KRUSCHEK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JON VETTER

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DOUG DAHLBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROXANNE THOMPSON

    BOARD MEMBER

    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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 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
DURING THE CALENDAR YEAR 2022, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: COMPENSATION SURVEY OR STUDY.
SCHEDULE J, PART I, LINE 4A:
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY.
SCHEDULE J, PART I, LINE 4B:
DURING THE 2022 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2022 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: STEVEN SMITH, $ 17,225. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2022 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II.
SCHEDULE J, PART II
UNITY FAMILY HEALTHCARE FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2022.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2022
Filed
9 May 2024
IRS schema version
2022v5.0
Source object
202411309349302626

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