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Nonprofiteer
← AMERY REGIONAL MEDICAL CENTER INC

Form 990 for tax year 2023

Filed by AMERY REGIONAL MEDICAL CENTER INC.

Totals

Total revenue
$81,893,978
Total expenses
$75,640,271
Contributions and grants received
$4,193,584
Grants paid
$5,794
Program service revenue
$76,458,992
Investment income
$1,114,592
Other revenue
$126,810
Total assets, end of year
$61,891,041
Total liabilities, end of year
$20,099,408
Net assets or fund balances, end of year
$41,791,633
Program services expenses (Part IX)
$66,777,342
Management and general expenses
$8,862,929
Fundraising expenses
$0
Program service expenses (Part III)
$66,777,342

Program services were 88.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RICK DADO

    DIRECTOR & SECRETARY

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.75 + 0.25 related

  • CHUCK WILLIAMSON

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.75 + 0.25 related

  • JAMES A LEADHOLM JR

    DIRECTOR & CHAIR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.75 + 0.25 related

  • MAI XIA HER-WARNER

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.75 + 0.25 related

  • JANE JOHNSON

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.75 + 0.25 related

  • CHRIS PETERSEN

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.75 + 0.25 related

  • ORALEE SCHOCK

    DIRECTOR & VICE CHAIR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.75 + 0.25 related

  • ROSS R BULLARD

    DIRECTOR & TREASURER

    Total calculated
    $426,163
    From this org
    $0
    From related orgs
    $325,068
    Other
    $101,095
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $253,460 related
    Bonus
    $0 + $65,727 related
    Other
    $0 + $5,881 related
    Deferred
    $0 + $59,880 related
    Nontaxable benefits
    $0 + $41,215 related
    Filer's total
    $0 + $426,163 related

  • STEVEN J LONG MD

    DIRECTOR

    Total calculated
    $465,992
    From this org
    $0
    From related orgs
    $420,867
    Other
    $45,125
    Hours/week
    0.25 + 43.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,646 related
    Bonus
    $0 + $44,000 related
    Other
    $0 + $83,221 related
    Deferred
    $0 + $2,846 related
    Nontaxable benefits
    $0 + $42,279 related
    Filer's total
    $0 + $465,992 related

  • MARTIN E RICHARDS MD

    DIRECTOR

    Total calculated
    $585,700
    From this org
    $0
    From related orgs
    $517,093
    Other
    $68,607
    Hours/week
    0.25 + 39.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $425,399 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $66,694 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $43,857 related
    Filer's total
    $0 + $585,700 related

  • MARYANN SCOGLIO APRN

    DIRECTOR

    Total calculated
    $232,975
    From this org
    $0
    From related orgs
    $182,919
    Other
    $50,056
    Hours/week
    0.25 + 59.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $125,032 related
    Bonus
    $0
    Other
    $0 + $57,887 related
    Deferred
    $0 + $14,180 related
    Nontaxable benefits
    $0 + $35,876 related
    Filer's total
    $0 + $232,975 related

  • BRIAN H RANK MD

    DIRECTOR

    Total calculated
    $342,049
    From this org
    $0
    From related orgs
    $259,817
    Other
    $82,232
    Hours/week
    0.25 + 19.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,281 related
    Bonus
    $0
    Other
    $0 + $119,536 related
    Deferred
    $0 + $60,073 related
    Nontaxable benefits
    $0 + $22,159 related
    Filer's total
    $0 + $342,049 related

  • RONDA D DAVIS MD

    DIRECTOR

    Total calculated
    $330,225
    From this org
    $0
    From related orgs
    $269,763
    Other
    $60,462
    Hours/week
    0.25 + 31.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,866 related
    Bonus
    $0
    Other
    $0 + $102,897 related
    Deferred
    $0 + $20,563 related
    Nontaxable benefits
    $0 + $39,899 related
    Filer's total
    $0 + $330,225 related

  • DEBRA A RUDQUIST

    DIRECTOR & PRESIDENT

    Total calculated
    $474,745
    From this org
    $0
    From related orgs
    $409,934
    Other
    $64,811
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $307,131 related
    Bonus
    $0 + $91,223 related
    Other
    $0 + $11,580 related
    Deferred
    $0 + $26,592 related
    Nontaxable benefits
    $0 + $38,219 related
    Filer's total
    $0 + $474,745 related

  • PATRICK D SURA MD

    DIR & CHIEF MED OFFICER

    Total calculated
    $528,241
    From this org
    $0
    From related orgs
    $460,519
    Other
    $67,722
    Hours/week
    0.25 + 54.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $413,024 related
    Bonus
    $0 + $14,000 related
    Other
    $0 + $33,495 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $42,972 related
    Filer's total
    $0 + $528,241 related

  • DOUGLAS E JOHNSON

    CFO

    Total calculated
    $647,904
    From this org
    $0
    From related orgs
    $603,783
    Other
    $44,121
    Hours/week
    13.75 + 41.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $386,739 related
    Bonus
    $0 + $106,273 related
    Other
    $0 + $110,771 related
    Deferred
    $0 + $6,600 related
    Nontaxable benefits
    $0 + $37,521 related
    Filer's total
    $0 + $647,904 related

  • KEVIN M JUST

    VP PATIENT CARE SERVICES

    Total calculated
    $235,987
    From this org
    $214,397
    From related orgs
    $0
    Other
    $21,590
    Hours/week
    0.25 + 44.25 related

    Schedule J breakdown matched by us

    Base
    $194,818
    Bonus
    $18,901
    Other
    $678
    Deferred
    $8,549
    Nontaxable benefits
    $13,041
    Filer's total
    $235,987

  • JAMES G ERICKSON

    REGISTERED NURSE SUPERVISOR

    Total calculated
    $188,383
    From this org
    $144,466
    From related orgs
    $0
    Other
    $43,917
    Hours/week
    42

    Schedule J breakdown matched by us

    Base
    $134,552
    Bonus
    $500
    Other
    $9,414
    Deferred
    $6,146
    Nontaxable benefits
    $37,771
    Filer's total
    $188,383

  • STEVEN L ROZENBLOOM

    FINANCE DIRECTOR

    Total calculated
    $236,588
    From this org
    $189,950
    From related orgs
    $0
    Other
    $46,638
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $168,683
    Bonus
    $17,170
    Other
    $4,097
    Deferred
    $7,766
    Nontaxable benefits
    $38,872
    Filer's total
    $236,588

  • JOLLEEN M NICHOLS

    PROVIDER-APNP

    Total calculated
    $168,543
    From this org
    $150,978
    From related orgs
    $0
    Other
    $17,565
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,757
    Bonus
    $500
    Other
    $14,721
    Deferred
    $6,015
    Nontaxable benefits
    $11,550
    Filer's total
    $168,543

  • VICTORIA R STUDTMANN

    PROVIDER-APNP

    Total calculated
    $186,836
    From this org
    $143,208
    From related orgs
    $0
    Other
    $43,628
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $114,208
    Bonus
    $450
    Other
    $28,550
    Deferred
    $5,954
    Nontaxable benefits
    $37,674
    Filer's total
    $186,836

  • SARAH L KNUTSON

    NURSE PRACTITIONER

    Total calculated
    $194,737
    From this org
    $151,383
    From related orgs
    $0
    Other
    $43,354
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,151
    Bonus
    $500
    Other
    $26,732
    Deferred
    $6,398
    Nontaxable benefits
    $36,956
    Filer's total
    $194,737

  • JASON J LUHRS

    FORMER CFO

    Total calculated
    $413,398
    From this org
    $0
    From related orgs
    $347,590
    Other
    $65,808
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,872 related
    Bonus
    $0 + $76,091 related
    Other
    $0 + $6,627 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $41,058 related
    Filer's total
    $0 + $413,398 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

  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
AMERY'S PRESIDENT AND ITS OFFICERS ARE EMPLOYED BY REGIONS HOSPITAL (REGIONS) OR BY GROUP HEALTH PLAN, INC. (GHI), OR LAKEVIEW HOSPITAL, ALL OF WHICH ARE RELATED ORGANIZATIONS, OR BY AMERY. GHI, REGIONS, LAKEVIEW AND AMERY HAVE AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF AMERY'S PRESIDENT AND OTHER OFFICERS.
PART I, LINE 6
AMERY'S OFFICERS, DIRECTORS AND HIGHEST COMPENSATED EMPLOYEES ARE EMPLOYED BY REGIONS HOSPITAL (REGIONS),GROUP HEALTH PLAN, INC. (GHI), OR LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION (LAKEVIEW), RELATED ORGANIZATIONS, OR BY AMERY. COMPENSATION REPORTED IN FORM 990, PART VIII INCLUDES ANY COMPENSATION DERIVED FROM REGIONS, GHI, LAKEVIEW OR AMERY'S LEADERSHIP INCENTIVE PROGRAMS, WHICH INCENT AND REWARD BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGRAMS ARE A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE LEADERSHIP INCENTIVE PROGRAMS' REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G. VICE PRESIDENT, DIRECTOR, MANAGER, OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE, BUT ARE NOT LIMITED TO, PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, HEALTH PLAN AND CARE DELIVERY MARKET SHARE, STRATEGIC CAPABILITIES, HOSPITAL AND CLINIC QUALITY MEASURES, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. A OPERATING MARGIN THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.

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 corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202423189349310787

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

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