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Nonprofiteer
← HOLY ROSARY HEALTHCARE

Form 990 for tax year 2023

Filed by HOLY ROSARY HEALTHCARE.

Totals

Total revenue
$91,784,616
Total expenses
$77,039,842
Contributions and grants received
$409,167
Grants paid
$32,120
Program services expenses (Part IX)
$63,977,353
Management and general expenses
$13,062,489
Fundraising expenses
$0
Program service expenses (Part III)
$63,977,353

Program services were 83.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRYAN JOHNSON

    INTERIM PRESIDENT, MT REGION (PARTIAL)

    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

  • JENNIFER ALDERFER

    PRESIDENT, MT REGION (PARTIAL)

    Total calculated
    $798,804
    From this org
    $0
    From related orgs
    $756,683
    Other
    $42,121
    Hours/week
    4 + 49 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

  • JAMES RITCHEY

    FORMER KEY EMPLOYEE

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

    Schedule J breakdown matched by us

    Base
    $0 + $327,797 related
    Bonus
    $0 + $62,403 related
    Other
    $0 + $44,221 related
    Deferred
    $0 + $150,869 related
    Nontaxable benefits
    $0 + $30,210 related
    Filer's total
    $0 + $615,500 related

  • MICHAEL BUSH MD

    VP CHIEF MEDICAL OFFICER

    Total calculated
    $604,594
    From this org
    $414,665
    From related orgs
    $0
    Other
    $189,929
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $313,152
    Bonus
    $48,455
    Other
    $53,058
    Deferred
    $165,638
    Nontaxable benefits
    $24,291
    Filer's total
    $604,594

  • PAMELA PALAGI

    VP FINANCE REGION MT

    Total calculated
    $534,383
    From this org
    $0
    From related orgs
    $386,020
    Other
    $148,363
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,390 related
    Bonus
    $0 + $47,018 related
    Other
    $0 + $29,612 related
    Deferred
    $0 + $137,628 related
    Nontaxable benefits
    $0 + $10,735 related
    Filer's total
    $0 + $534,383 related

  • CRAIG THOMPSON MD

    PHYSICIAN

    Total calculated
    $509,005
    From this org
    $465,086
    From related orgs
    $0
    Other
    $43,919
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $412,880
    Bonus
    $39,850
    Other
    $12,356
    Deferred
    $13,793
    Nontaxable benefits
    $30,126
    Filer's total
    $509,005

  • KAREN COSTELLO

    PRESIDENT HRH

    Total calculated
    $488,102
    From this org
    $336,872
    From related orgs
    $0
    Other
    $151,230
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $271,248
    Bonus
    $58,884
    Other
    $6,740
    Deferred
    $131,871
    Nontaxable benefits
    $19,359
    Filer's total
    $488,102

  • JAY LITTLEFIELD MD

    PHYSICIAN

    Total calculated
    $475,680
    From this org
    $457,773
    From related orgs
    $0
    Other
    $17,907
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $406,364
    Bonus
    $28,725
    Other
    $22,684
    Deferred
    $14,151
    Nontaxable benefits
    $3,756
    Filer's total
    $475,680

  • PHILLIP CLEMENT MD

    PHYSICIAN ED

    Total calculated
    $406,020
    From this org
    $371,660
    From related orgs
    $0
    Other
    $34,360
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $362,638
    Bonus
    $2,160
    Other
    $6,862
    Deferred
    $928
    Nontaxable benefits
    $33,432
    Filer's total
    $406,020

  • JEANNETTE MCINTYRE MD

    PHYSICIAN

    Total calculated
    $397,120
    From this org
    $369,792
    From related orgs
    $0
    Other
    $27,328
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $299,229
    Bonus
    $55,000
    Other
    $15,563
    Deferred
    $13,858
    Nontaxable benefits
    $13,470
    Filer's total
    $397,120

  • ADAM SCHAFER

    VP NETWORK DEVELOPMENT MT REGION

    Total calculated
    $396,461
    From this org
    $0
    From related orgs
    $273,752
    Other
    $122,709
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,298 related
    Bonus
    $0 + $10,565 related
    Other
    $0 + $1,889 related
    Deferred
    $0 + $112,625 related
    Nontaxable benefits
    $0 + $10,084 related
    Filer's total
    $0 + $396,461 related

  • SUSAN PETERSEN MD

    DIRECTOR

    Total calculated
    $345,810
    From this org
    $0
    From related orgs
    $330,406
    Other
    $15,404
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,183 related
    Bonus
    $0 + $106,353 related
    Other
    $0 + $1,870 related
    Deferred
    $0 + $12,912 related
    Nontaxable benefits
    $0 + $2,492 related
    Filer's total
    $0 + $345,810 related

  • TRACY NEARY

    VP MISSION INTEGRATION MT REGION

    Total calculated
    $339,551
    From this org
    $0
    From related orgs
    $227,988
    Other
    $111,563
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,426 related
    Bonus
    $0 + $28,674 related
    Other
    $0 + $15,888 related
    Deferred
    $0 + $85,749 related
    Nontaxable benefits
    $0 + $25,814 related
    Filer's total
    $0 + $339,551 related

  • STEVEN GRIFFIN MD

    PHYSICIAN

    Total calculated
    $331,617
    From this org
    $291,032
    From related orgs
    $0
    Other
    $40,585
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $260,740
    Bonus
    $6,600
    Other
    $23,692
    Deferred
    $7,772
    Nontaxable benefits
    $32,813
    Filer's total
    $331,617

  • BENJAMIN UHLICH

    VP CHIEF NURSING OFFICER/CHIEF OPEARATING OFFICER

    Total calculated
    $304,064
    From this org
    $208,309
    From related orgs
    $0
    Other
    $95,755
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $195,049
    Bonus
    $12,065
    Other
    $1,195
    Deferred
    $94,834
    Nontaxable benefits
    $921
    Filer's total
    $304,064

  • CHRISTOPHER EDWARDS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KAREN FAGG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DANETTE GLEASON

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SISTER EILEEN HURLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SISTER JUDITH JACKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MJ JANSSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BERNARD MCCARTHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CHARLES NOTBOHM

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • COLLEEN O'LEARY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • NGUYEN-VU PHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • BECKY RENO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MAJEL RUSSELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CINDY SORICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MISTY STEADMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 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 — 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
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). 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 TO COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT. 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 FOR 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. CONSISTENT WITH THE PAY PHILOSOPHY SET BY INTERMOUNTAIN HEALTH CARE INC.'S BOARD, THE COMMITTEE EMPHASIZES THE IMPORTANCE OF ENSURING TOTAL REMUNERATION IS REASONABLE AND APPROPRIATE WHEN REVIEWING AND MAKING RECOMMENDATIONS WITH RESPECT TO COMPENSATION PACKAGES FOR THE OFFICERS AND SENIOR MANAGEMENT. 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, LINE 4B
A RELATED ORGANIZATION PROVIDES NONQUALIFIED DEFERRED COMPENSATION PLANS (NQDC) KNOWN AS 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 NOT-FOR-PROFIT HEALTH SYSTEMS. THESE PLANS ENABLE THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR THAT THEY PARTICIPATE. 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 PLANS 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 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 RECIPIENT'S W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2023 WERE: JENNIFER ALDERFER - $72,753; BRYAN JOHNSON - $53,398; PAMELA PALAGI - $27,276; MICHAEL BUSH - $46,411; TRACY NEARY - $14,239; JAMES RITCHEY - $25,482.
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 CARE 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
6 November 2024
IRS schema version
2023v5.1
Source object
202413129349301956

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

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