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Nonprofiteer
← BRAINERD MEDICAL CENTER INC

Form 990 for tax year 2024

Filed by BRAINERD MEDICAL CENTER INC.

Totals

Total revenue
$37,334,076
Total expenses
$39,424,770
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$36,867,593
Investment income
$0
Other revenue
$466,483
Total assets, end of year
$13,089,246
Total liabilities, end of year
$62,860,273
Net assets or fund balances, end of year
-$49,771,027
Program services expenses (Part IX)
$35,577,251
Management and general expenses
$3,847,519
Fundraising expenses
$0
Program service expenses (Part III)
$35,577,251

Program services were 90.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NEIL KROLL MD

    PHYSICIAN

    Total calculated
    $1,436,525
    From this org
    $1,367,097
    From related orgs
    $0
    Other
    $69,428
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,366,566
    Bonus
    $0
    Other
    $531
    Deferred
    $27,600
    Nontaxable benefits
    $41,828
    Filer's total
    $1,436,525

  • ABY PHILIP MD

    PHYSICIAN & SECTION CHAIR

    Total calculated
    $1,281,332
    From this org
    $1,210,909
    From related orgs
    $0
    Other
    $70,423
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,209,595
    Bonus
    $0
    Other
    $1,314
    Deferred
    $27,600
    Nontaxable benefits
    $42,823
    Filer's total
    $1,281,332

  • JOHNATHAN VALESANO MD

    PHYSICIAN

    Total calculated
    $1,228,565
    From this org
    $1,159,734
    From related orgs
    $0
    Other
    $68,831
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,158,873
    Bonus
    $0
    Other
    $861
    Deferred
    $27,600
    Nontaxable benefits
    $41,231
    Filer's total
    $1,228,565

  • ROBERT POSCH MD

    PHYSICIAN

    Total calculated
    $1,223,899
    From this org
    $1,163,582
    From related orgs
    $0
    Other
    $60,317
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,157,265
    Bonus
    $0
    Other
    $6,317
    Deferred
    $27,600
    Nontaxable benefits
    $32,717
    Filer's total
    $1,223,899

  • TRACI MORRIS

    TREASURER/REL ORG CHIEF FINCL OFF

    Total calculated
    $1,199,416
    From this org
    $0
    From related orgs
    $1,054,730
    Other
    $144,686
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $702,675 related
    Bonus
    $0 + $269,075 related
    Other
    $0 + $82,980 related
    Deferred
    $0 + $142,406 related
    Nontaxable benefits
    $0 + $2,280 related
    Filer's total
    $0 + $1,199,416 related

  • AMY LELWICA MD

    PHYSICIAN & SECTION CHAIR

    Total calculated
    $1,082,121
    From this org
    $1,019,710
    From related orgs
    $0
    Other
    $62,411
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,017,330
    Bonus
    $0
    Other
    $2,380
    Deferred
    $26,933
    Nontaxable benefits
    $35,478
    Filer's total
    $1,082,121

  • MICHAEL WATTERS

    SECRETARY/REL ORG CHIEF LEGAL OFF

    Total calculated
    $924,527
    From this org
    $0
    From related orgs
    $773,128
    Other
    $151,399
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,819 related
    Bonus
    $0 + $192,028 related
    Other
    $0 + $74,281 related
    Deferred
    $0 + $109,834 related
    Nontaxable benefits
    $0 + $41,565 related
    Filer's total
    $0 + $924,527 related

  • KEVIN CASEY MD

    FORMER CHIEF MEDICAL OFFICER

    Total calculated
    $817,015
    From this org
    $0
    From related orgs
    $817,015
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $817,015 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $817,015 related

  • KEVIN BOREN

    VICE PRESIDENT, FINANCE

    Total calculated
    $678,621
    From this org
    $0
    From related orgs
    $554,813
    Other
    $123,808
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,051 related
    Bonus
    $0 + $86,826 related
    Other
    $0 + $45,936 related
    Deferred
    $0 + $80,855 related
    Nontaxable benefits
    $0 + $42,953 related
    Filer's total
    $0 + $678,621 related

  • TROY DUININCK MD

    BD DIRECTOR/PHYSICIAN & DIV CHAIR

    Total calculated
    $617,667
    From this org
    $541,906
    From related orgs
    $6,000
    Other
    $69,761
    Hours/week
    58.9 + 1.1 related

    Schedule J breakdown matched by us

    Base
    $540,405 + $6,000 related
    Bonus
    $0
    Other
    $1,501
    Deferred
    $27,600
    Nontaxable benefits
    $42,161
    Filer's total
    $611,667 + $6,000 related

  • TODD DEFREECE

    SENIOR VICE PRESIDENT, OPERATIONS

    Total calculated
    $529,660
    From this org
    $0
    From related orgs
    $412,659
    Other
    $117,001
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $294,079 related
    Bonus
    $0 + $117,008 related
    Other
    $0 + $1,572 related
    Deferred
    $0 + $77,284 related
    Nontaxable benefits
    $0 + $39,717 related
    Filer's total
    $0 + $529,660 related

  • SARA LOKSTAD MD

    ASSOCIATE CHIEF MEDICAL OFFICER

    Total calculated
    $360,496
    From this org
    $337,545
    From related orgs
    $0
    Other
    $22,951
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $337,041
    Bonus
    $0
    Other
    $504
    Deferred
    $21,266
    Nontaxable benefits
    $1,685
    Filer's total
    $360,496

  • SANDY ZUTZ-WICZEK

    ADMINISTRATOR

    Total calculated
    $352,257
    From this org
    $295,750
    From related orgs
    $0
    Other
    $56,507
    Hours/week
    59 + 1 related

    Schedule J breakdown matched by us

    Base
    $258,977
    Bonus
    $36,159
    Other
    $614
    Deferred
    $14,693
    Nontaxable benefits
    $41,814
    Filer's total
    $352,257

  • JAN BALDWIN MD

    BOARD DIRECTOR/RELATED ORG PHYSICIAN

    Total calculated
    $308,234
    From this org
    $0
    From related orgs
    $258,062
    Other
    $50,172
    Hours/week
    0.1 + 59.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,218 related
    Bonus
    $0
    Other
    $0 + $1,844 related
    Deferred
    $0 + $20,737 related
    Nontaxable benefits
    $0 + $29,435 related
    Filer's total
    $0 + $308,234 related

  • MELISSA MCKAY

    NURSING DIRECTOR III

    Total calculated
    $286,914
    From this org
    $0
    From related orgs
    $236,611
    Other
    $50,303
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $217,703 related
    Bonus
    $0 + $18,702 related
    Other
    $0 + $206 related
    Deferred
    $0 + $12,014 related
    Nontaxable benefits
    $0 + $38,289 related
    Filer's total
    $0 + $286,914 related

  • MICHAEL LARSON

    FORMER SENIOR VP, OPERATIONS

    Total calculated
    $163,836
    From this org
    $0
    From related orgs
    $163,836
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $163,836 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $163,836 related

  • PETER HENRY MD

    FORMER CHIEF MEDICAL OFFICER

    Total calculated
    $120,466
    From this org
    $111,544
    From related orgs
    $0
    Other
    $8,922
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $111,529
    Bonus
    $0
    Other
    $15
    Deferred
    $8,922
    Nontaxable benefits
    $0
    Filer's total
    $120,466

  • JOSEPH MIHALEK

    BOARD CHAIR THRU 12/24

    Total calculated
    $7,800
    From this org
    $0
    From related orgs
    $7,800
    Other
    $0
    Hours/week
    0.1 + 2 related

  • THOMAS JAMAR

    BOARD VICE CHAIR

    Total calculated
    $6,600
    From this org
    $0
    From related orgs
    $6,600
    Other
    $0
    Hours/week
    0.1 + 1.1 related

  • ALAN ROCK

    BOARD DIRECTOR THRU 12/24

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    0.1 + 1 related

  • GEORGE LOBAN

    BOARD DIRECTOR

    Total calculated
    $5,600
    From this org
    $0
    From related orgs
    $5,600
    Other
    $0
    Hours/week
    0.1 + 1.1 related

  • ANTHONY SERTICH

    BOARD CHAIR

    Total calculated
    $5,400
    From this org
    $0
    From related orgs
    $5,400
    Other
    $0
    Hours/week
    0.1 + 2.1 related

  • AMY BERGSTROM

    BOARD DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    0.1 + 1.1 related

  • ANTHONY YUNG

    BOARD DIRECTOR

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    0.1 + 1.1 related

  • ADAM BACHAND

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • BECKY URBANSKI

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • NANCY ARONSON NORR

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • SISTER BEVERLY RAWAY

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 3.1 related

  • SISTER JEANNE ANN WEBER

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • SISTER THERESE CARSON

    BOARD DIRECTOR THRU 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 3 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 · 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
ESTABLISHING CEO'S COMPENSATION: ESSENTIA HEALTH, AS A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC'S ADMINISTRATOR'S COMPENSATION: A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B
SEVERANCE PAYMENT: FORMER KEY EMPLOYEE KEVIN CASEY, MD RECEIVED PAYMENTS TOTALING $686,213 IN CALENDAR YEAR 2024 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, CASEY WILL RECEIVE PAY TOTALING $1,029,319 AND 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 2024. 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: TRACI MORRIS $78,928 MICHAEL WATTERS $62,797 KEVIN CASEY, MD $83,079 KEVIN BOREN $27,172 MICHAEL LARSON $6,975 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: TRACI MORRIS $114,806 MICHAEL WATTERS $84,801 KEVIN BOREN $53,255 TODD DEFREECE $49,684

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
2024
Filed
11 May 2026
IRS schema version
2024v5.5
Source object
202611319349302076

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