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Nonprofiteer
← UNITY FAMILY HEALTHCARE

Form 990 for tax year 2023

Filed by UNITY FAMILY HEALTHCARE.

Totals

Total revenue
$78,415,485
Total expenses
$87,409,327
Contributions and grants received
$636,038
Grants paid
$59,339
Program services expenses (Part IX)
$75,862,334
Management and general expenses
$11,546,993
Fundraising expenses
$0
Program service expenses (Part III)
$75,862,334

Program services were 86.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PAUL JOHNSON MD

    PHYSICIAN

    Total calculated
    $1,146,101
    From this org
    $1,096,971
    From related orgs
    $0
    Other
    $49,130
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $1,095,711
    Bonus
    $0
    Other
    $1,260
    Deferred
    $19,000
    Nontaxable benefits
    $30,130
    Filer's total
    $1,146,101

  • DAVID EDGERTON JR MD

    PHYSICIAN

    Total calculated
    $889,419
    From this org
    $844,405
    From related orgs
    $0
    Other
    $45,014
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $842,473
    Bonus
    $0
    Other
    $1,932
    Deferred
    $19,350
    Nontaxable benefits
    $25,664
    Filer's total
    $889,419

  • JONATHAN ZELLMER MD

    GENERAL SURGEON

    Total calculated
    $539,134
    From this org
    $483,729
    From related orgs
    $0
    Other
    $55,405
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $482,835
    Bonus
    $0
    Other
    $894
    Deferred
    $19,175
    Nontaxable benefits
    $36,230
    Filer's total
    $539,134

  • DAVID JONES

    BOARD MEMBER/MARKET PRESIDENT REGIONAL HOSPITAL

    Total calculated
    $514,309
    From this org
    $0
    From related orgs
    $460,692
    Other
    $53,617
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,052 related
    Bonus
    $0 + $156,175 related
    Other
    $0 + $1,465 related
    Deferred
    $0 + $19,175 related
    Nontaxable benefits
    $0 + $34,442 related
    Filer's total
    $0 + $514,309 related

  • ALICIA FRANKWITZ MD

    PHYSICIAN

    Total calculated
    $482,354
    From this org
    $472,997
    From related orgs
    $0
    Other
    $9,357
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $466,105
    Bonus
    $0
    Other
    $6,892
    Deferred
    $7,625
    Nontaxable benefits
    $1,732
    Filer's total
    $482,354

  • STEVEN SMITH

    BOARD MEMBER/CEO

    Total calculated
    $445,554
    From this org
    $0
    From related orgs
    $388,077
    Other
    $57,477
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,695 related
    Bonus
    $0 + $91,828 related
    Other
    $0 + $13,554 related
    Deferred
    $0 + $33,858 related
    Nontaxable benefits
    $0 + $23,619 related
    Filer's total
    $0 + $445,554 related

  • DAYLE QUIGLEY MD

    PHYSICIAN

    Total calculated
    $444,200
    From this org
    $396,903
    From related orgs
    $0
    Other
    $47,297
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $391,359
    Bonus
    $0
    Other
    $5,544
    Deferred
    $19,175
    Nontaxable benefits
    $28,122
    Filer's total
    $444,200

  • TIM SCHNACK

    MARKET CFO

    Total calculated
    $417,768
    From this org
    $0
    From related orgs
    $369,715
    Other
    $48,053
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,959 related
    Bonus
    $0 + $74,901 related
    Other
    $0 + $3,855 related
    Deferred
    $0 + $19,529 related
    Nontaxable benefits
    $0 + $28,524 related
    Filer's total
    $0 + $417,768 related

  • NICK O'TOOL

    MARKET CFO (PARTIAL YEAR)

    Total calculated
    $399,969
    From this org
    $0
    From related orgs
    $349,020
    Other
    $50,949
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,554 related
    Bonus
    $0 + $96,047 related
    Other
    $0 + $419 related
    Deferred
    $0 + $16,660 related
    Nontaxable benefits
    $0 + $34,289 related
    Filer's total
    $0 + $399,969 related

  • AMBER STOWMAN

    FORMER OFFICER

    Total calculated
    $265,888
    From this org
    $0
    From related orgs
    $221,301
    Other
    $44,587
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,050 related
    Bonus
    $0 + $25,800 related
    Other
    $0 + $451 related
    Deferred
    $0 + $14,252 related
    Nontaxable benefits
    $0 + $30,335 related
    Filer's total
    $0 + $265,888 related

  • PETER GERMSCHEID MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $214,043
    From this org
    $190,797
    From related orgs
    $0
    Other
    $23,246
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $187,471
    Bonus
    $0
    Other
    $3,326
    Deferred
    $12,288
    Nontaxable benefits
    $10,958
    Filer's total
    $214,043

  • KRISTINE ERICKSON

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRISTINE GAMMON-KRUSCHEK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JON VETTER

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DOUG DAHLBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROXANNE THOMPSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SR CAROLINE STOLTZ

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN HACKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 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
DURING THE CALENDAR YEAR 2023, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY COMMONSPIRIT HEALTH , A RELATED ORGANIZATION. COMMONSPIRIT HEALTH USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
SCHEDULE J, PART I, LINE 4A:
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY.
SCHEDULE J, PART I, LINE 4B:
DURING THE 2023 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2023 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: STEVEN SMITH, $12,311. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2023 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II.
SCHEDULE J, PART II
UNITY FAMILY HEALTHCARE FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2023.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 May 2025
IRS schema version
2023v6.0
Source object
202511319349300311

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

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