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Nonprofiteer
← LUTHERAN MEDICAL CENTER FOUNDATION

Form 990 for tax year 2024

Filed by LUTHERAN MEDICAL CENTER FOUNDATION.

Totals

Total revenue
$6,447,980
Total expenses
$4,865,742
Contributions and grants received
$2,416,176
Grants paid
$3,986,678
Program services expenses (Part IX)
$4,022,390
Management and general expenses
$587,511
Fundraising expenses
$255,841
Program service expenses (Part III)
$4,022,390

Program services were 82.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SCOTT PEEK

    TRUSTEE (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

  • ANDREA BURCH MD

    TRUSTEE (PARTIAL)

    Total calculated
    $712,340
    From this org
    $0
    From related orgs
    $502,837
    Other
    $209,503
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $387,444 related
    Bonus
    $0 + $79,337 related
    Other
    $0 + $36,056 related
    Deferred
    $0 + $175,309 related
    Nontaxable benefits
    $0 + $34,194 related
    Filer's total
    $0 + $712,340 related

  • KRISTI DAVIS

    TRUSTEE

    Total calculated
    $320,726
    From this org
    $0
    From related orgs
    $249,675
    Other
    $71,051
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,480 related
    Bonus
    $0 + $46,915 related
    Other
    $0 + $2,280 related
    Deferred
    $0 + $58,772 related
    Nontaxable benefits
    $0 + $12,279 related
    Filer's total
    $0 + $320,726 related

  • KATHERINE REPOLA

    EXECUTIVE DIRECTOR

    Total calculated
    $260,528
    From this org
    $0
    From related orgs
    $193,630
    Other
    $66,898
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $171,354 related
    Bonus
    $0 + $19,883 related
    Other
    $0 + $2,393 related
    Deferred
    $0 + $40,529 related
    Nontaxable benefits
    $0 + $26,369 related
    Filer's total
    $0 + $260,528 related

  • JEFFREY BONTRAGER MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER CASKEY MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTA DOBBS

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    1

  • ROBERT HUNTER MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINE JENSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DOULGAS MARTEL MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIA MCVEY

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DIANE NYBERG ERICSSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN O'DORISIO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FRANK TEUNISSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BLAKE WINTER MD

    TRUSTEE

    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 — 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 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 ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, INTERMOUNTAIN FRONT RANGE, INC. (IFR). COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF INTERMOUNTAIN FRONT RANGE, INC. AND ALL OF ITS AFFILIATES. 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: ANDREA BURCH - $34,243
SCHEDULE J - ADDITIONAL OFFICER AND BOARD DISCLOSURES
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 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
2024
Filed
3 November 2025
IRS schema version
2024v5.2
Source object
202533079349301548

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