Totals
- Total revenue
- $0
- Total expenses
- $0
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Listed in Part VII
-
JAMES VALIN MD
TRUSTEE
- Total calculated
- $3,022,898
- From this org
- $0
- From related orgs
- $2,247,077
- Other
- $775,821
- Hours/week
- 1 + 57 related
Schedule J breakdown matched by us
- Base
- $0 + $1,180,061 related
- Bonus
- $0 + $937,046 related
- Other
- $0 + $129,970 related
- Deferred
- $0 + $741,365 related
- Nontaxable benefits
- $0 + $34,456 related
- Filer's total
- $0 + $3,022,898 related
-
MICHAEL SALEM MD
CHAIR
- Total calculated
- $2,469,649
- From this org
- $0
- From related orgs
- $2,429,798
- Other
- $39,851
- Hours/week
- 1 + 53 related
Schedule J breakdown matched by us
- Base
- $0 + $1,402,798 related
- Bonus
- $0 + $1,000,000 related
- Other
- $0 + $27,000 related
- Deferred
- $0 + $29,520 related
- Nontaxable benefits
- $0 + $10,331 related
- Filer's total
- $0 + $2,469,649 related
-
SCOTT PEEK
CEO (PARTIAL)
- Total calculated
- $1,505,097
- From this org
- $0
- From related orgs
- $1,119,277
- Other
- $385,820
- Hours/week
- 1 + 57 related
Schedule J breakdown matched by us
- Base
- $0 + $778,339 related
- Bonus
- $0 + $336,241 related
- Other
- $0 + $4,697 related
- Deferred
- $0 + $354,414 related
- Nontaxable benefits
- $0 + $31,406 related
- Filer's total
- $0 + $1,505,097 related
-
JAMES SHEETS
TRUSTEE
- Total calculated
- $1,394,245
- From this org
- $0
- From related orgs
- $1,119,623
- Other
- $274,622
- Hours/week
- 1 + 51 related
Schedule J breakdown matched by us
- Base
- $0 + $797,461 related
- Bonus
- $0 + $60,504 related
- Other
- $0 + $261,658 related
- Deferred
- $0 + $274,622 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $1,394,245 related
-
AMY CHURCH
TRUSTEE
- Total calculated
- $1,040,223
- From this org
- $0
- From related orgs
- $752,763
- Other
- $287,460
- Hours/week
- 1 + 57 related
Schedule J breakdown matched by us
- Base
- $0 + $562,032 related
- Bonus
- $0 + $157,184 related
- Other
- $0 + $33,547 related
- Deferred
- $0 + $256,067 related
- Nontaxable benefits
- $0 + $31,393 related
- Filer's total
- $0 + $1,040,223 related
-
CHRISTINE FORKNER
TRUSTEE
- Total calculated
- $733,550
- From this org
- $0
- From related orgs
- $689,507
- Other
- $44,043
- Hours/week
- 1 + 52 related
Schedule J breakdown matched by us
- Base
- $0 + $475,027 related
- Bonus
- $0 + $184,000 related
- Other
- $0 + $30,480 related
- Deferred
- $0 + $29,520 related
- Nontaxable benefits
- $0 + $14,523 related
- Filer's total
- $0 + $733,550 related
-
KEVIN BROWN MD
TRUSTEE
- Total calculated
- $673,642
- From this org
- $0
- From related orgs
- $643,567
- Other
- $30,075
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $450,087 related
- Bonus
- $0 + $140,000 related
- Other
- $0 + $53,480 related
- Deferred
- $0 + $29,520 related
- Nontaxable benefits
- $0 + $555 related
- Filer's total
- $0 + $673,642 related
-
JAMESON SMITH
CEO (PARTIAL)
- Total calculated
- $360,711
- From this org
- $0
- From related orgs
- $340,249
- Other
- $20,462
- Hours/week
- 1 + 51 related
Schedule J breakdown matched by us
- Base
- $0 + $75,213 related
- Bonus
- $0 + $186,699 related
- Other
- $0 + $78,337 related
- Deferred
- $0 + $15,690 related
- Nontaxable benefits
- $0 + $4,772 related
- Filer's total
- $0 + $360,711 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
- THE MEMBERS OF THE BOARD OF DIRECTORS THAT ARE COMPENSATED BY SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS) ARE JAMES VALIN, MD, SCOTT PEEK, JAMES SHEETS, AMY CHURCH, AND JAMESON SMITH. THE FILING ORGANIZATION IS AN AFFILIATE OF INTERMOUNTAIN HEALTH, AN INTEGRATED HEALTH SYSTEM THAT IS NATIONALLY RECOGNIZED FOR PROVIDING QUALITY MEDICAL CARE THAT RANKS AMONG THE HIGHEST IN THE NATION WITH CHARGES THAT ARE AMONG THE LOWEST IN THE NATION. INTERMOUNTAIN HEALTH'S POLICY IS TO COMPENSATE ITS EMPLOYEES, INCLUDING SENIOR MANAGEMENT, AT MARKET COMPETITIVE RATES. THE COMPENSATION COMMITTEE OF THE BOARD OF INTERMOUNTAIN HEALTH CARE, INC. (PARENT ORGANIZATION) RETAINS OUTSIDE CONSULTANTS TO PROVIDE OBJECTIVE DATA ON COMPENSATION LEVELS AND PRACTICES. THE COMMITTEE ANNUALLY ANALYZES THIS DATA AND MAKES COMPENSATION DECISIONS, WHICH ARE REVIEWED BY THE FULL BOARD OF TRUSTEES. THE BOARD PLACES A HIGH PRIORITY ON THE NEED TO RECRUIT AND RETAIN A STRONG LEADERSHIP TEAM AND TO CREATE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE TO DRIVE SUPERIOR ORGANIZATIONAL PERFORMANCE TO BECOME A TOP-TIER INTEGRATED HEALTHCARE DELIVERY SYSTEM. COMPENSATION LEVELS FOLLOW IRS GUIDELINES AND ARE SUBJECT TO IRS OVERSIGHT. A PORTION OF THE COMPENSATION REPORTED ON THIS FORM REFLECTS DEFERRED AMOUNTS THAT ARE NOT VESTED, ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, AND MAY OR MAY NOT BE PAID IN THE FUTURE. THE REPORTABLE COMPENSATION ON SCHEDULE J INCLUDES CERTAIN AMOUNTS THAT HAVE BEEN OR WILL BE REPORTED TWICE, BOTH IN THE YEAR ACCRUED AND AGAIN IN THE YEAR PAID, AS REQUIRED IN THE REPORTING SCHEDULE INSTRUCTIONS.
- PART I, LINE 4B
- PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A RELATED ORGANIZATION 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, 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 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 2024. 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 2024 WERE: JAMESON SMITH - $77,827, JAMES VALIN, MD - $123,945, AMY CHURCH - $31,256.
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.
-
SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC
501(C)(3) · MANAGEMENT OF RELATED TAX EXEMPT HOSPITALS AND HEALTHCARE SERVICES · KS · controlled entity
Directly controlled by INTERMOUNTAIN HEALTH CARE INC
-
501(C)(3) · SUPPORT RELATED TAX EXEMPT ORGANIZATIONS · CO · controlled entity
Directly controlled by SCLHS
-
SCL HEALTH RESEARCH INSTITUTE INC
501(C)(3) · MEDICAL RESEARCH · CO · controlled entity
Directly controlled by SCLHS
-
501(C)(3) · SUPPORTING ORGANIZATION · CO · controlled entity
Directly controlled by INTERMOUNTAIN HEALTH CARE INC
-
BRIGHTON COMMUNITY HOSPITAL ASSOCIATION
501(C)(3) · HOSPITAL SERVICES · CO · controlled entity
Directly controlled by INTEGRITY HEALTH
-
PLATTE VALLEY MEDICAL CENTER FOUNDATION
501(C)(3) · SUPPORTING ORGANIZATION · CO · controlled entity
Directly controlled by BRIGHTON COMMUNITY HOSPITAL ASSOCIATION
-
501(C)(3) · RESIDENT CARE · CO · controlled entity
Directly controlled by SCLHS
-
501(C)(3) · HOSPITAL SERVICES · CO · controlled entity
Directly controlled by SCLHS
-
SAINT JOSEPH HOSPITAL FOUNDATION
501(C)(3) · SUPPORT RELATED TAX EXEMPT ORGANIZATIONS · CO · controlled entity
Directly controlled by SAINT JOSEPH HOSPITAL INC
-
501(C)(3) · HOSPITAL SERVICES · CO · controlled entity
Directly controlled by INTEGRITY HEALTH
-
GOOD SAMARITAN MEDICAL CENTER FOUNDATION
501(C)(3) · SUPPORT RELATED TAX EXEMPT ORGANIZATIONS · CO · controlled entity
Directly controlled by INTERMOUNTAIN FRONT RANGE INC
-
LUTHERAN MEDICAL CENTER FOUNDATION
501(C)(3) · SUPPORT RELATED TAX EXEMPT ORGANIZATIONS · CO · controlled entity
Directly controlled by INTERMOUNTAIN FRONT RANGE INC
-
ST MARY'S HOSPITAL & MEDICAL CENTER INC
501(C)(3) · HOSPITAL SERVICES · CO · controlled entity
Directly controlled by SCLHS
-
501(C)(3) · SUPPORTING ORGANIZATION · CO · controlled entity
Directly controlled by ST MARY'S HOSPITAL & MEDICAL CENTER INC
-
501(C)(3) · CLINIC SERVICES · KS · controlled entity
Directly controlled by SCLHS
-
501(C)(3) · HOSPITAL SERVICES · MT · controlled entity
Directly controlled by SCLHS
-
HOLY ROSARY HEALTHCARE FOUNDATION INC
501(C)(3) · SUPPORTING ORGANIZATION · MT · controlled entity
Directly controlled by HOLY ROSARY HEALTHCARE
-
501(C)(3) · HOSPITAL SERVICES · MT · controlled entity
Directly controlled by SCLHS
-
ST JAMES HEALTHCARE FOUNDATION INC
501(C)(3) · SUPPORTING ORGANIZATION · MT · controlled entity
Directly controlled by ST JAMES HEALTHCARE
-
501(C)(3) · HOSPITAL SERVICES · MT · controlled entity
Directly controlled by SCLHS
-
ST VINCENT HEALTHCARE FOUNDATION INC
501(C)(3) · SUPPORT RELATED TAX EXEMPT ORGANIZATIONS · MT · controlled entity
Directly controlled by SCL HEALTH - MONTANA
-
501(C)(3) · HOSPITAL SERVICES · CO
-
501(C)(3) · HOLDING COMPANY · UT
-
INTERMOUNTAIN COMMUNITY CARE FOUNDATION INC
501(C)(3) · COMMUNITY HEALTH · UT · controlled entity
Directly controlled by INTERMOUNTAIN HEALTH CARE INC
-
501(C)(4) · DELIVERY OF HEALTH BENEFITS · UT · controlled entity
Directly controlled by INTERMOUNTAIN HEALTH CARE INC
-
INTERMOUNTAIN HEALTH CARE RETIREE VEBA
501(C)(9) · RETIREE BENEFIT · UT · controlled entity
Directly controlled by INTERMOUNTAIN HEALTH CARE INC
-
INTERMOUNTAIN HEALTHCARE FOUNDATION INC
501(C)(3) · COMMUNITY HEALTH · UT · controlled entity
Directly controlled by INTERMOUNTAIN HEALTH CARE INC
-
INTERMOUNTAIN MEDICAL HOLDINGS NEVADA INC
501(C)(3) · HOLDING COMPANY · DE · controlled entity
Directly controlled by INTERMOUNTAIN HEALTH CARE INC
-
501(C)(3) · HEALTHCARE · UT · controlled entity
Directly controlled by INTERMOUNTAIN HEALTH CARE INC
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
OUTPATIENT ENDOSCOPY · CO
-
RADIOLOGY · DE
-
ATHLETIC MEDICINE & PERFORMANCE LLC (SVB IS PARTNER)
PHYSICAL THERAPY · MT
-
OUTPATIENT SURGERY · MT
-
GRAND VALLEY SURGICAL CENTER LLC
OUTPATIENT SURGERY · CO
-
MANAGEMENT SERVICES · CO
-
HEALTH CARE NETWORK · CO
-
RADIOLOGY · CO
-
OUTPATIENT CANCER · CO
-
MEDICAL AIR TRANSPORT · CO
-
RENTAL REAL ESTATE · MT
-
YELLOWSTONE SURGERY CENTER LLC
OUTPATIENT SURGERY · MT
-
GALLATIN VALLEY SURGERY CENTER LLC
OUTPATIENT SURGERY · MT
-
MEDICAL AIR TRANSPORT · CO
-
OUTPATIENT 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
-
INVESTMENTS · CJ
-
AACP KOREA BUYOUT INVESTORS IV LP
INVESTMENTS · CJ
-
OUTPATIENT SURGERY · UT
-
OUTPATIENT SURGERY · UT
-
OUTPATIENT SURGERY · ID
-
NORTHPOINTE SURGICAL CENTER LLC
OUTPATIENT SURGERY · UT
-
PERFORMANCE EQUITY GROWTH OPPORTUNITIES FUND LP
INVESTMENTS · DE
-
OUTPATIENT SURGERY · UT
-
OUTPATIENT SURGERY · UT
-
SARATOGA SPRINGS SURGERY CENTER LLC
OUTPATIENT SURGERY · UT
-
OUTPATIENT SURGERY · UT
-
PARK CITY SURGICAL CENTER REAL ESTATE LLC
OUTPATIENT SURGERY · UT
-
INVESTMENTS · UT
-
ARK GLOBAL EMERGING COMPANIES LP
INVESTMENTS · UT
-
PELION OPPORTUNITY FUND IV LLC
INVESTMENTS · UT
-
OUTPATIENT SURGERY · UT
-
OUTPATIENT SURGERY · UT
-
EAR NOSE & THROAT SURGERY CENTER OF UTAH LLC
OUTPATIENT SURGERY · UT
-
AE CO-INVESTMENT PARTNERS FUND III-F LP
INVESTMENTS · FL
-
TELLICA IMAGING - MASSACHUSETTS LLC
IMAGING · DE
-
GRANDEUR PEAK GLOBAL OPPORTUNITIES LP
INVESTMENTS · UT
-
AACP AUSTRALIA BUYOUT INVESTORS III LP
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
-
C · HEALTHCARE · KS · controlled entity
-
C · REAL ESTATE MANAGEMENT · MT · controlled entity
-
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
-
C · MENTAL HEALTH INTEGRATION SERVICES · DE · controlled entity
-
C · MEDICAL SERVICES · ID · controlled entity
-
C · AIRCRAFT HOLDING COMPANY · UT · controlled entity
-
C · AIRCRAFT HOLDING COMPANY · UT · controlled entity
-
C · BIOREPOSITORY · DE · controlled entity
-
C · SOFTWARE DEVELOPMENT · UT · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 7 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513119349300321
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