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Nonprofiteer
← CARITAS CLINICS INC

Form 990 for tax year 2023

Filed by CARITAS CLINICS INC.

Totals

Total revenue
$3,602,020
Total expenses
$7,174,631
Contributions and grants received
$2,080,911
Grants paid
$34,593
Program service revenue
$1,519,640
Investment income
$1,469
Other revenue
$0
Total assets, end of year
$3,264,797
Total liabilities, end of year
$3,543,997
Net assets or fund balances, end of year
-$279,200
Program services expenses (Part IX)
$5,658,278
Management and general expenses
$949,881
Fundraising expenses
$566,472
Program service expenses (Part III)
$5,658,278

Program services were 78.9% 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.

  • 1a · Federated campaigns

    $74,372

  • 1d · Related organizations

    $625,392

  • 1e · Government grants (contributions)

    $350,556

  • 1f · All other contributions, gifts and grants

    $1,030,591

  • 2a · Program service revenue: PATIENT SERVICE REVENU

    total $1,519,640 · related or exempt $1,519,640

  • 3 · Investment income

    total $1,469 · excluded $1,469

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,000 · program services $6,000

  • 2 · Grants to domestic individuals

    total $28,593 · program services $28,593

  • 5 · Compensation of officers, directors and key employees

    total $322,262 · program services $256,960 · management and general $33,076 · fundraising $32,226

  • 7 · Other salaries and wages

    total $4,202,627 · program services $3,320,279 · management and general $462,085 · fundraising $420,263

  • 8 · Pension plan contributions

    total $189,761 · program services $143,695 · management and general $27,090 · fundraising $18,976

  • 9 · Other employee benefits

    total $621,766 · program services $505,415 · management and general $54,174 · fundraising $62,177

  • 10 · Payroll taxes

    total $328,304 · program services $258,899 · management and general $36,575 · fundraising $32,830

  • 11c · Fees: accounting

    total $61,117 · management and general $61,117

  • 11f · Fees: investment management

    total $362 · management and general $362

  • 11g · Fees: other

    total $174,493 · program services $128,353 · management and general $46,140

  • 12 · Advertising and promotion

    total $23,744 · program services $20,588 · management and general $3,156

  • 13 · Office expenses

    total $45,159 · program services $42,441 · management and general $2,718

  • 14 · Information technology

    total $78,264 · program services $78,264

  • 16 · Occupancy

    total $58,777 · program services $55,559 · management and general $3,218

  • 17 · Travel

    total $57,402 · program services $36,740 · management and general $20,662

  • 19 · Conferences, conventions and meetings

    total $24,316 · program services $24,316

  • 20 · Interest

    total $31,476 · program services $31,476

  • 22 · Depreciation, depletion and amortization

    total $228,684 · program services $48,221 · management and general $180,463

  • 23 · Insurance

    total $27,545 · program services $25,361 · management and general $2,184

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $261,125 · program services $261,125

  • 24b · Other expenses: PURCHASED SERVICES

    total $210,204 · program services $196,700 · management and general $13,504

  • 24c · Other expenses: BAD DEBT

    total $144,660 · program services $144,660

  • 24d · Other expenses: DUES AND MEMBERSHIPS

    total $41,129 · program services $41,129

  • 24e · All other expenses

    total $6,861 · program services $3,504 · management and general $3,357

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $33,882 · end of year $718

  • 2 · Savings and temporary cash investments

    beginning of year $118,839 · end of year $188,456

  • 3 · Pledges and grants receivable

    beginning of year $308,599 · end of year $148,695

  • 4 · Accounts receivable

    beginning of year $330,562 · end of year $701,963

  • 9 · Prepaid expenses and deferred charges

    beginning of year $304 · end of year $23,650

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

    $1,823,000

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

    $392,926

  • 10c · Land, buildings and equipment, net

    beginning of year $1,516,633 · end of year $1,430,074

  • 15 · Other assets

    beginning of year $1,373,269 · end of year $771,241

  • 17 · Accounts payable and accrued expenses

    beginning of year $136,232 · end of year $2,764

  • 25 · Other liabilities

    beginning of year $0 · end of year $3,541,233

  • 27 · Net assets without donor restrictions

    beginning of year $2,480,267 · end of year -$1,604,384

  • 28 · Net assets with donor restrictions

    beginning of year $1,065,589 · end of year $1,325,184

Mission and programs · 2023

Mission

WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THEPEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR ANDVULNERABLE.

Activities or mission (Part I)

WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.

  • AS A SAFETY NET CLINIC, WE PROVIDE PRIMARY HEALTH CARE, CHRONIC DISEASE MANAGEMENT AND MEDICATION ASSISTANCE TO VERY LOW-INCOME UNINSURED RESIDENTS OF LEAVENWORTH COUNTY AT SAINT VINCENT CLINIC AND WYANDOTTE COUNTY AT DUCHESNE CLINIC.FOR OUR PATIENTS, WE ARE A DOCTOR'S OFFICE THAT ALSO PROVIDES SUPPORTING SERVICES. PATIENTS CAN COME TO SAINT VINCENT CLINIC AND DUCHESNE CLINIC FOR:PRIMARY HEALTH CAREDIAGNOSIS AND TREATMENT OF COMMON HEALTH CONCERNS / URGENT CARECARE OF MINOR INJURIESLABORATORY AND RADIOLOGY SERVICESCHRONIC DISEASE MANAGEMENT, FOR THE NEARLY 80% OF OUR PATIENTS WHO HAVE AT LEAST ONE CHRONIC DISEASE, LIKE DIABETES, HEART DISEASE OR ASTHMA.PREVENTIVE CARE SERVICES, INCLUDING CERVICAL EXAMS, MAMMOGRAMS, SIGMOIDOSCOPY, PNEUMONIA AND FLU VACCINES, AND PATIENT EDUCATION SERVICES ON NUTRITION, SMOKING CESSATION, AND DIABETES MANAGEMENT.CHRONIC DISEASE MANAGEMENT- DIAGNOSIS AND MANAGEMENT OF CHRONIC CONDITIONS SUCH AS DIABETES AND HYPERTENSION- HEALTH AND NUTRITION EDUCATION- DIABETES EDUCATION- SMOKING CESSATION PROGRAMMEDICATION ASSISTANCE- ACCESS TO MEDICATIONS AND ROUTINE REFILLS THROUGH PHARMACEUTICAL COMPANY PROGRAMS- ASSISTANCE (BASED ON FUNDING) TO MEDICATIONS THROUGH VOUCHERS TO LOCAL PHARMACIESSPECIALTY CARE- SUBSIDIZED VISION/DENTAL CARE REFERRALS- OTHER SPECIALTY CARE, BASED ON DONOR/PARTNER AVAILABILITYSOCIAL SERVICES- REFERRALS TO SOCIAL SERVICE AGENCIESON MAY 1, OF 2022 MARIAN CLINIC, INC. MERGED WITH CARITAS CLINICS, INC. MARIAN CLINIC PROVIDES HIGH-QUALITY, PATIENT-CENTERED, COMPLETE DENTAL CARE FOR THE UNINSURED, UNDERINSURED, AND THOSE WITH NO DENTAL HOME. REALIZING THAT ORAL HEALTH IS DIRECTLY CONNECTED TO OVERALL HEALTH, DIABETES, STROKE, HEART DISEASE, PNEUMONIA, MENTAL HEALTH, AND MISSED DAYS OF WORK/SCHOOL. THE MARIAN CLINIC BEGAN ITS DENTAL SERVICES IN 1989 TO HELP WITH UNMET NEEDS IN THE COMMUNITY. MARIAN CLINIC WILL CONTINUE TO PROVIDE QUALITY DENTAL CARE FROM EXPERIENCED, LICENSED DENTAL PROFESSIONALS THAT ARE DEDICATED TO HELPING THE WHOLE FAMILY ENJOY THE BENEFITS OF GOOD ORAL HEALTHCARE.CARITAS CLINICS, INC., IS AFFILIATED WITH SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. ON APRIL 1, 2022, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFLIATED WITH INTERMOUNTAIN HEALTH CARE, INC., CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, WYOMING, AND KANSAS. THE ORGANIZATION EMPLOYS NEARLY 60,000 CAREGIVERS, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA.AS PART OF INTERMOUNTAIN HEALTH (INTEGRATED HEALTH SYSTEM), CARITAS CLINICS HAS DIRECT ACCESS TO BEST PRACTICES, RESOURCES, TECHNOLOGY, TALENT AND STRATEGIC CAPITAL.CARITAS CLINICS HISTORY IN 1986, SISTER ROSALIE MAHONEY EXPRESSED CONCERN THAT MANY LOW-INCOME RESIDENTS OF LEAVENWORTH COUNTY HAD NO MEDICAL COVERAGE OR ACCESS TO CARE. HER INITIATIVE MADE POSSIBLE SAINT VINCENT CLINIC, ESTABLISHED IN 1986, TO PROVIDE A COST-EFFECTIVE, ACCESSIBLE HEALTH CARE FACILITY FOR LEAVENWORTH RESIDENTS.RECOGNIZING A SIMILAR NEED IN WYANDOTTE COUNTY, THE SISTERS OF CHARITY OF LEAVENWORTH AND MANY COMMUNITY PARTNERS BROUGHT SISTER ROSALIE'S VISION ALIVE AGAIN WITH THE ESTABLISHMENT OF DUCHESNE CLINIC IN 1989. THE TWO CLINICS HAVE BEEN INCORPORATED SINCE 1993 AS CARITAS CLINICS, INC; PROVIDING QUALITY, AFFORDABLE HEALTH CARE FOR THOSE IN NEED.FOUNDED ON THE BELIEF THAT HEALTH CARE IS A BASIC HUMAN RIGHT, SAINT VINCENT AND DUCHESNE CLINICS PROVIDE SERVICES TO INDIGENT PATIENTS, REGARDLESS OF RELIGIOUS AFFILIATION, WITH AN EMPHASIS ON THE VALUES OF COMPASSION, RESPECT OF PERSONAL DIGNITY, AND A SENSITIVITY TO HUMAN SUFFERING. THE CLINICS' MISSION IS TO, IN THE SPIRIT OF THE SISTERS OF CHARITY, REVEAL GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE INDIVIDUALS AND COMMUNITIES WE SERVE ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.DUCHESNE CLINICDUCHESNE CLINIC IS A PRIMARY CARE DOCTOR'S OFFICE FOR LOW-INCOME UNINSURED RESIDENTS OF WYANDOTTE COUNTY. OFTEN REFERRED TO AS A "SAFETY-NET" CLINIC, DUCHESNE CLINIC PROVIDES THE SAME SERVICES AS MOST FAMILY DOCTORS IN A WELCOMING, COMPASSIONATE ENVIRONMENT. THE DIFFERENCE, OF COURSE, IS THAT OUR PATIENTS HAVE NO INSURANCE, NOT EVEN MEDICAID OR MEDICARE, AND NO WAY TO PAY FOR THEIR CARE. OUR SERVICES INCLUDE PRIMARY HEALTH CARE, MEDICATION ASSISTANCE, AND CHRONIC DISEASE MANAGEMENT.SAINT VINCENT CLINICSAINT VINCENT CLINIC IS A DOCTOR'S OFFICE FOR LOW-INCOME UNINSURED RESIDENTS OF LEAVENWORTH COUNTY. OFTEN REFERRED TO AS A "SAFETY-NET" CLINIC, SAINT VINCENT CLINIC PROVIDES THE SAME SERVICES AS MOST FAMILY DOCTORS IN A WELCOMING, COMPASSIONATE ENVIRONMENT. THE DIFFERENCE, OF COURSE, IS THAT OUR PATIENTS HAVE NO INSURANCE, NOT EVEN MEDICAID, TRI-CARE OR VETERAN'S BENEFITS AND NO WAY TO PAY FOR THEIR CARE. OUR SERVICES INCLUDE PRIMARY HEALTH CARE, MEDICATION ASSISTANCE, AND CHRONIC DISEASE MANAGEMENT.VALUES FRAMEWORK FOR STRATEGIC VISIONFOUNDED BY THE SISTERS OF CHARITY TO "SERVE THEIR BROTHERS AND SISTERS IN CHRIST", SAINT VINCENT AND DUCHESNE CLINICS CONTINUE TO EMPHASIZE CARE FOR THE WHOLE PERSON, PIECING TOGETHER SUPPORT TO HELP PEOPLE HEAL THEIR LIVES. TODAY, THOSE VALUES ARE REFLECTED IN FRAMEWORKS SUCH AS PATIENT-CENTERED CARE, CARE COORDINATION, AND THE HEALTH VILLAGE.GOVERNANCEOUR BOARD OF DIRECTORS INCLUDES STANDING COMMITTEES ON QUALITY, FINANCE, FUNDRAISING AND FACILITIES. ALL BOARD MEMBERS SUPPORT THE CLINIC THROUGH BOTH VOLUNTEER AND FINANCIAL COMMITMENTS. WITH THE EXECUTIVE DIRECTOR AND ADMINISTRATIVE LEADERSHIP, THE BOARD OF DIRECTORS COMPLETES AN ANNUAL STRATEGIC PLAN AND REVIEWS QUARTERLY PROGRESS TOWARD STRATEGIC GOALS AND OBJECTIVES.DIVERSITYSAINT VINCENT AND DUCHESNE CLINICS ARE CULTURALLY COMPETENT IN ADDRESSING THE NEEDS OF A DIVERSE PATIENT POPULATION. WE HAVE DEVELOPED AN INCLUSIVITY MATRIX FOR USE IN RECRUITING POTENTIAL BOARD MEMBERS WHO REPRESENT THE COMMUNITIES WE SERVE, UTILIZE TRAINED, CERTIFIED MEDICAL INTERPRETERS IN OUR CARE TEAMS, AND HAVE A DIVERSE STAFFING MIX THAT REFLECTS THE COMMUNITIES WE SERVE.STEWARDSHIPADDRESSING HEALTH DISPARITIES - ACTUALLY HELPING PEOPLE FROM DIVERSE COMMUNITIES GET HEALTHIER - TAKES A BROAD NETWORK OF PARTNERSHIPS AND COLLABORATIONS. SAINT VINCENT AND DUCHESNE CLINICS TAKE A "WHOLE PERSON" PATIENT-CENTERED APPROACH TO PROVIDE BETTER CARE WITH BETTER RESULTS ON A SHOESTRING BUDGET.SUSTAINABILITYSAINT VINCENT AND DUCHESNE CLINICS DEFINE SUSTAINABILITY AS HAVING THE FINANCIAL, HUMAN AND PHYSICAL RESOURCES TO CARE FOR PATIENTS WHILE MEETING THE CONTINUALLY CHANGING NEEDS OF THE COMMUNITY AND PREPARES AN ANNUAL INTEGRATED STRATEGIC PLAN (ISP) WHICH IS PUBLISHED ON SAINT VINCENT AND DUCHESNE CLINICS' GUIDESTAR PROFILE PAGE. THE ISP INCLUDES BUSINESS PLANNING; MARKET, COMMUNITY NEEDS AND SWOT ANALYSES; QUALITY ASSURANCE, STAFF AND BOARD LEADERSHIP DEVELOPMENT AND RETENTION; FINANCIAL REVIEW AND A DIVERSIFIED DEVELOPMENT PLAN, CONSIDERING MULTI-YEAR TRENDS INCLUDING THE EMERGING HEALTHCARE ENVIRONMENT.COLLABORATIONTHROUGH OUR EXPERIENCE AND EXPERTISE IN ESTABLISHING RELATIONSHIPS WITH COMMUNITY SUPPORTERS, THE CLINIC HAS CREATED A NETWORK OF CARE AND HAS A WELL-DESERVED REPUTATION FOR HELPING PATIENTS GET THE CARE THEY NEED. MANY OF OUR PATIENTS HAVE RECEIVED CARE AT THE CLINIC FOR A NUMBER OF YEARS, AND THE LONG-TERM HEALTH STATUS OF THOSE PATIENTS HAS BEEN GREATLY IMPROVED.ACCESS TO CAREAS A DOCTOR'S OFFICE FOR PEOPLE WITH FEW RESOURCES, SAINT VINCENT AND DUCHESNE CLINICS' SERVICES INCLUDE CHRONIC DISEASE MANAGEMENT, ACUTE AND PREVENTIVE CARE AND CARE COORDINATION. CHRONIC DISEASE MANAGEMENT CONSISTS OF DIAGNOSIS, ONGOING TREATMENT, PATIENT EDUCATION AND SUPPORT FOR THE 80% OF OUR PATIENTS WITH A CHRONIC CONDITION LIKE DIABETES, HEART DISEASE, ASTHMA/COPD AND DEPRESSION. ACUTE CARE APPOINTMENTS ARE AVAILABLE ON A SAME DAY/NEXT DAY BASIS FOR PATIENTS WITH COLD, FLU OR OTHER NON-EMERGENCY CHANGE IN HEALTH STATUS. PREVENTIVE CARE SERVICES INCLUDE CANCER AND VISION SCREENINGS, VACCINATIONS, SMOKING CESSATION AND PATIENT EDUCATION.FOR SAINT VINCENT AND DUCHESNE CLINICS' POOR, UNINSURED PATIENTS, ACCESS TO SPECIALTY CARE IS MORE THAN PROVIDING A NAME OF A PHYSICIAN PRACTICE. OUR EXTENSIVE CARE COORDINATION PROGRAM INCLUDES HELPING THE PATIENT AFFORD SPECIALTY CARE BY NEGOTIATING FREE, REDUCED-COST CARE OR SUBSIDIZED CARE, MAKING THE APPOINTMENT WITH THE PATIENT, EVEN PROVIDING BUS FARE IF THE PATIENT LACKS VIABLE TRANSPORTATION. CARE COORDINATION INCLUDES VISION, DENTAL AND OTHER SPECIALTY CARE FOR WHICH SAINT VINCENT AND DUCHESNE CLINICS NEGOTIATE FREE OR LOW-COST OPTIONS, AND COORDINATE CARE FOR OUR PATIENTS, INCLUDING SUBSIDIZING THE COST OF CARE WHEN POSSIBLE.

    Expenses $5,658,278 · Grants $34,593 · Revenue $1,519,640

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

Listed in Part VII

  • Kene MacKenzie

    DENTIST

    Total calculated
    $252,900
    From this org
    $230,691
    From related orgs
    $0
    Other
    $22,209
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $202,186
    Bonus
    $27,080
    Other
    $1,425
    Deferred
    $10,185
    Nontaxable benefits
    $12,024
    Filer's total
    $252,900

  • Jana Zaudke

    MEDICAL DIRECTOR

    Total calculated
    $233,762
    From this org
    $207,401
    From related orgs
    $0
    Other
    $26,361
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $188,738
    Bonus
    $0
    Other
    $18,663
    Deferred
    $9,384
    Nontaxable benefits
    $16,977
    Filer's total
    $233,762

  • Janelle Riley

    MEDICAL DIRECTOR

    Total calculated
    $200,945
    From this org
    $198,300
    From related orgs
    $0
    Other
    $2,645
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $197,482
    Bonus
    $0
    Other
    $818
    Deferred
    $317
    Nontaxable benefits
    $2,328
    Filer's total
    $200,945

  • Nathan Laskowski

    DENTIST

    Total calculated
    $187,508
    From this org
    $167,709
    From related orgs
    $0
    Other
    $19,799
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $167,150
    Bonus
    $0
    Other
    $559
    Deferred
    $7,569
    Nontaxable benefits
    $12,230
    Filer's total
    $187,508

  • Deste Baptiste

    MEDICAL DIRECTOR NURSE PRACTITIONER

    Total calculated
    $185,659
    From this org
    $168,004
    From related orgs
    $0
    Other
    $17,655
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $158,671
    Bonus
    $8,647
    Other
    $686
    Deferred
    $5,437
    Nontaxable benefits
    $12,218
    Filer's total
    $185,659

  • Michele Surber

    EXECUTIVE DIRECTOR

    Total calculated
    $179,995
    From this org
    $156,417
    From related orgs
    $0
    Other
    $23,578
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $135,637
    Bonus
    $20,186
    Other
    $594
    Deferred
    $22,474
    Nontaxable benefits
    $1,104
    Filer's total
    $179,995

  • Candess Southall

    DIR FINANCE

    Total calculated
    $142,268
    From this org
    $124,363
    From related orgs
    $0
    Other
    $17,905
    Hours/week
    50

  • Brett Bibler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Camalla Leonhard

    DIRECTOR (PARTIAL)

    Total calculated
    $0
    Hours/week
    1

  • Chad Yeager

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Dave Dulny

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Edna Wagner

    DIRECTOR (PARTIAL)

    Total calculated
    $0
    Hours/week
    1

  • Janet Vitt

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jose Huguez

    DIRECTOR (PARTIAL)

    Total calculated
    $0
    Hours/week
    1

  • Kicia Wagner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marshall Meek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mary Mack

    DIRECTOR (PARTIAL)

    Total calculated
    $0
    Hours/week
    1

  • Myranda Agnew

    DIRECTOR (PARTIAL)

    Total calculated
    $0
    Hours/week
    1

  • Patrick Altenhofen

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Rosemary Podrebarac

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Samuel Dandar MD

    DIRECTOR (PARTIAL)

    Total calculated
    $0
    Hours/week
    1

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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
THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY CARITAS CLINICS, INC. OR 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 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 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. 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.
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

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.

  • SCLH-GI ENDOSCOPY HOLDINGS LLC

    OP ENDOSCOPY · CO

  • SCLTDI JV LLC

    RADIOLOGY · DE

  • ATHLETIC MEDICINE & PERFORMANCE LLC (SVB IS PARTNER)

    PHYSICAL THERAPY · MT

  • SUMMIT SURGERY CENTER LLC

    OP SURGERY · MT

  • GRAND VALLEY SURGICAL CENTER LLC

    OP SURGERY · CO

  • HEALTHCARE MANAGEMENT LLC

    MANAGEMENT SERVICES · CO

  • MONUMENT HEALTH LLC

    HEALTH CARE NETWORK · CO

  • PAVILION IMAGING LLC

    RADIOLOGY · CO

  • SAN JUAN CANCER CENTER LLC

    OP CANCER · CO

  • CAREFLIGHT OF THE ROCKIES LLC

    MEDICAL AIR TRANSPORT · CO

  • MED-MAP LLC

    RENTAL REAL ESTATE · MT

  • YELLOWSTONE SURGERY CENTER LLC

    OP SURGERY · MT

  • GALLATIN VALLEY SURGERY CENTER LLC

    OP SURGERY · MT

  • FIRST FLIGHT OF WYOMING LLC

    MEDICAL AIR TRANSPORT · CO

  • MCKAY DEE SURGICAL CENTER LLC

    OP SURGERY · UT

  • GRANDEUR PEAK INTERNATIONAL STALWARTS LP

    INVESTMENTS · DE

  • INNOVATION FUND HOLDINGS COMPANY LLC

    INNOVATION · DE

  • HEALTHBOX SALT LAKE CITY I LLC

    INNOVATION · DE

  • INTERMOUNTAIN VENTURES FUND LLC

    INVESTMENTS · DE

  • PELION OPPORTUNITY FUND III LLC

    INVESTMENTS · DE

  • AACP KOREA BUYOUT INVESTORS II LP

    INVESTMENTS · CJ

  • AACP SPECIAL SITUATIONS II LP

    INVESTMENTS · CJ

  • AACP KOREA BUYOUT INVESTORS IV LP

    INVESTMENTS · CJ

  • LOGAN SURGERY CENTER LLC

    OP SURGERY · UT

  • ST GEORGE SURGERY CENTER LLC

    OP SURGERY · UT

  • SALTZER ASC TEN MILE LLC

    OP SURGERY · ID

  • NORTHPOINTE SURGICAL CENTER LLC

    OP SURGERY · UT

  • HW AE CO-INVESTMENT PARTNERS LP

    INVESTMENTS · DE

  • PERFORMANCE EQUITY GROWTH OPPORTUNITIES FUND LP

    INVESTMENTS · DE

  • MURRAY SURGERY CENTER LLC

    OP SURGERY · UT

  • PROVO SURGERY CENTER LLC

    OP SURGERY · UT

  • SARATOGA SPRINGS SURGERY CENTER LLC

    OP SURGERY · UT

  • PARK CITY SURGERY CENTER LLC

    OP SURGERY · UT

  • PARK CITY SURGICAL CENTER REAL ESTATE LLC

    OP SURGERY · UT

  • CDHC 3 LLC

    INVESTMENTS · UT

  • ARK GLOBAL EMERGING COMPANIES LP

    INVESTMENTS · UT

  • PELION OPPORTUNITY FUND IV LLC

    INVESTMENTS · UT

Related corporations and trusts

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

  • CARENT LABORATORY SOLUTIONS LLC

    C · MEDICAL LABORATORY · CO · controlled entity

  • CARITAS INC AND SUBSIDIARIES

    C · HEALTHCARE · KS · controlled entity

  • WEST END ASSOCIATION INC

    C · REAL ESTATE MANAGEMENT · MT · controlled entity

  • LEAVEN INSURANCE COMPANY LTD

    C · INSURANCE · CJ · controlled entity

  • ROCKY MOUNTAIN ACCOUNTABLE HEALTH NETWORK INC

    C · HEALTHCARE · MT · controlled entity

  • SELECTHEALTH BENEFIT ASSURANCE COMPANY

    C · DELIVERY OF HEALTH BENEFITS · UT · controlled entity

  • HEALTHCARE CAPTIVE INSURANCE COMPANY

    C · INSURANCE · AZ · controlled entity

  • ALLUCEO INC

    C · MENTAL HEALTH INTEGRATION SERVICES · DE · controlled entity

  • SALTZER MEDICAL GROUP INC

    C · MEDICAL SERVICES · ID · controlled entity

  • CLASSIC MEDICAL INC

    C · AIRCRAFT HOLDING COMPANY · UT · controlled entity

  • CLASSIC HELICOPTERS INC

    C · AIRCRAFT HOLDING COMPANY · UT · controlled entity

  • CULMINATION BIO INC

    C · BIOREPOSITORY · DE · controlled entity

  • CAN YOU PLAY INC

    C · SOFTWARE DEVELOPMENT · UT · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202443129349301439

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