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Nonprofiteer
← ST MARYS MEDICAL CENTER

Form 990 for tax year 2024

Filed by ST MARYS MEDICAL CENTER.

Totals

Total revenue
$611,421,843
Total expenses
$642,140,330
Contributions and grants received
$638,705
Grants paid
$3,503,219
Program service revenue
$588,353,212
Investment income
$15,781,451
Other revenue
$6,648,475
Total assets, end of year
$980,579,505
Total liabilities, end of year
$68,159,177
Net assets or fund balances, end of year
$912,420,328
Program services expenses (Part IX)
$547,555,823
Management and general expenses
$94,584,507
Fundraising expenses
$0
Program service expenses (Part III)
$547,555,823

Program services were 85.3% 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.

  • 1d · Related organizations

    $33,667

  • 1e · Government grants (contributions)

    $601,167

  • 1f · All other contributions, gifts and grants

    $3,871

  • 1g · Noncash contributions included above

    $3,871

  • 2a · Program service revenue: PATIENT REVENUE

    total $588,353,212 · related or exempt $588,353,212

  • 3 · Investment income

    total $9,054,683 · excluded $9,054,683

  • 6a · Gross rents

    real property $24

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $24

  • 6d · Net rental income or loss

    total $24 · excluded $24

  • 7a · Gross sales of assets other than inventory

    securities $217,986,957 · other assets $93,299

  • 7b · Less cost or other basis and sales expenses

    securities $211,140,633 · other assets $212,855

  • 7c · Gain or loss

    securities $6,846,324 · other assets -$119,556

  • 7d · Net gain or loss

    total $6,726,768 · excluded $6,726,768

  • 9a · Gaming: gross income

    $5,462

  • 9b · Gaming: direct expenses

    $4,574

  • 9c · Net income from gaming

    total $888 · excluded $888

  • 10a · Gross sales of inventory

    $703,508

  • 10b · Cost of goods sold

    $413,286

  • 10c · Net income from sales of inventory

    total $290,222 · excluded $290,222

  • 11a · Other revenue: CAFETERIA REVENUE

    total $4,858,351 · excluded $4,858,351

  • 11b · Other revenue: PARKING REVENUE

    total $1,129,559 · excluded $1,129,559

  • 11c · Other revenue: CHILD CARE REVENUE

    total $361,747 · excluded $361,747

  • 11d · All other revenue

    total $7,684 · excluded $7,684

  • 11e · Other revenue, total

    $6,357,341

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,458,287 · program services $3,458,287

  • 2 · Grants to domestic individuals

    total $44,932 · program services $44,932

  • 7 · Other salaries and wages

    total $225,273,157 · program services $212,627,935 · management and general $12,645,222

  • 8 · Pension plan contributions

    total $11,943,386 · program services $8,995,213 · management and general $2,948,173

  • 9 · Other employee benefits

    total $30,584,222 · program services $27,401,234 · management and general $3,182,988

  • 10 · Payroll taxes

    total $15,744,992 · program services $14,798,925 · management and general $946,067

  • 11b · Fees: legal

    total $1,385 · management and general $1,385

  • 11d · Fees: lobbying

    total $7,243 · management and general $7,243

  • 11f · Fees: investment management

    total $1,080,262 · management and general $1,080,262

  • 11g · Fees: other

    total $9,124,798 · program services $3,080,039 · management and general $6,044,759

  • 12 · Advertising and promotion

    total $20,950 · management and general $20,950

  • 13 · Office expenses

    total $30,297,911 · program services $23,176,331 · management and general $7,121,580

  • 14 · Information technology

    total $659,749 · program services $622,715 · management and general $37,034

  • 16 · Occupancy

    total $56,611,154 · program services $53,433,409 · management and general $3,177,745

  • 17 · Travel

    total $1,090,367 · program services $1,020,271 · management and general $70,096

  • 19 · Conferences, conventions and meetings

    total $284,960 · program services $189,662 · management and general $95,298

  • 20 · Interest

    total $13,973 · program services $13,973

  • 22 · Depreciation, depletion and amortization

    total $16,192,477 · program services $15,283,547 · management and general $908,930

  • 23 · Insurance

    total $5,260,464 · program services $5,157,519 · management and general $102,945

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $119,827,215 · program services $119,827,215

  • 24b · Other expenses: UNRELATED BUSINESS TAX

    total $10,318 · management and general $10,318

  • 24c · Other expenses: AFFILIATE SUPPORT FEE

    total $61,995,924 · program services $30,198,215 · management and general $31,797,709

  • 24d · Other expenses: AFFILIATE EXPENSE/REVEN

    total $22,131,789 · program services -$221,318 · management and general $22,353,107

  • 24e · All other expenses

    total $30,480,415 · program services $28,447,719 · management and general $2,032,696

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $443,656,992 · end of year $343,051,634

  • 2 · Savings and temporary cash investments

    beginning of year $43,146,002 · end of year $46,046,552

  • 3 · Pledges and grants receivable

    end of year $9,176

  • 4 · Accounts receivable

    beginning of year $77,354,976 · end of year $79,771,856

  • 7 · Other notes and loans receivable

    beginning of year $200,000 · end of year $200,000

  • 8 · Inventories for sale or use

    beginning of year $14,397,305 · end of year $16,061,578

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,333,805 · end of year $13,804,137

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

    $194,937,976

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

    $109,018,144

  • 10c · Land, buildings and equipment, net

    beginning of year $93,910,499 · end of year $85,919,832

  • 12 · Investments: other securities

    beginning of year $305,342,545 · end of year $364,347,141

  • 15 · Other assets

    beginning of year $27,565,918 · end of year $31,367,599

  • 17 · Accounts payable and accrued expenses

    beginning of year $49,259,965 · end of year $44,530,351

  • 19 · Deferred revenue

    end of year $10,000

  • 23 · Secured mortgages and notes payable

    beginning of year $418,476 · end of year $204,651

  • 25 · Other liabilities

    beginning of year $26,369,375 · end of year $23,414,175

  • 27 · Net assets without donor restrictions

    beginning of year $930,860,226 · end of year $912,420,328

Mission and programs · 2024

Mission

THROUGHOUT ESSENTIA HEALTH, WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES. AS A MEMBER OF THE ESSENTIA HEALTH FAMILY, ST. MARY'S MEDICAL CENTER'S MISSION AS A CATHOLIC, BENEDICTINE SPONSORED FACILITY IS TO PROMOTE CHRIST'S MINISTRY OF HOLISTIC HEALING FOR ALL HUMAN LIFE WITH SPECIAL CONCERN FOR THE POOR AND POWERLESS.

  • ST. MARY'S MEDICAL CENTER, DBA ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER, IS CREATED AND ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES. MORE SPECIFICALLY, ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER IS CREATED AND ORGANIZED TO OWN, MAINTAIN, OPERATE AND CONDUCT, DIRECTLY OR INDIRECTLY, AND TO ASSIST AND COORDINATE ACTIVITIES OF FACILITIES FOR HEALTH CARE, EDUCATION, CARE FOR THE AGED AND SOCIAL SERVICES IN ACCORDANCE WITH THE CHARITABLE WORKS TRADITION OF THE ROMAN CATHOLIC CHURCH.ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER PROVIDES HEALTH CARE SERVICES IN DULUTH, MINNESOTA THROUGH ITS JOINT COMMISSION ACCREDITED HOSPITAL WITH 380 LICENSED BEDS. THE HOSPITAL IS A LEVEL I ADULT AND LEVEL II PEDIATRIC TRAUMA CENTER OFFERING 24 HOUR EMERGENCY AND CRITICAL CARE. THE HOSPITAL HAS MULTIPLE INTENSIVE CARE UNITS, INCLUDING FOR PEDIATRIC AND NEWBORN PATIENTS. ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER OFFERS INPATIENT AND OUTPATIENT SERVICES INCLUDING HEART AND VASCULAR, BIRTHING SERVICES, SURGERY, IMAGING/RADIOLOGY, LAB, RESPIRATORY CARE, HOSPICE, AND REHABILITATION.ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER EMPLOYS APPROXIMATELY 2,215 FULL TIME EQUIVALENTS. THE HOSPITAL PROVIDED NEARLY 99,000 HOSPITAL PATIENT DAYS AND OVER 92,000 OUTPATIENT VISITS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. THE HOSPITAL HAD OVER 17,000 ENCOUNTERS DURING THE SAME TIME PERIOD.DURING THE FISCAL YEAR ENDED JUNE 30, 2025, ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER PROVIDED THE FOLLOWING COMMUNITY BENEFITS: $3.6 MILLION IN CHARITY CARE, $38.3 MILLION COSTS IN EXCESS OF MEDICAID PAYMENTS, $3.5 MILLION IN COMMUNITY SERVICES, AND $1.7 MILLION IN HEALTH PROFESSION EDUCATION.ESSENTIA HEALTH IS THE PARENT ORGANIZATION OF AN INTEGRATED HEALTH SYSTEM THAT INCLUDES THIS ORGANIZATION AND ALL ENTITIES THAT ARE OWNED OR CONTROLLED, DIRECTLY OR INDIRECTLY, BY ESSENTIA HEALTH (COLLECTIVELY, THE "SYSTEM OR "ESSENTIA HEALTH").

    Expenses $547,555,823 · Grants $3,503,219 · Revenue $588,353,212

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • TRACI MORRIS

    TREASURER/REL ORG CHIEF FINCL OFF

    Total calculated
    $1,199,416
    From this org
    $0
    From related orgs
    $1,054,730
    Other
    $144,686
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $702,675 related
    Bonus
    $0 + $269,075 related
    Other
    $0 + $82,980 related
    Deferred
    $0 + $142,406 related
    Nontaxable benefits
    $0 + $2,280 related
    Filer's total
    $0 + $1,199,416 related

  • BRADLEY BEARD

    CHIEF OPERATING OFFICER

    Total calculated
    $1,179,194
    From this org
    $0
    From related orgs
    $1,000,148
    Other
    $179,046
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $644,035 related
    Bonus
    $0 + $243,376 related
    Other
    $0 + $112,737 related
    Deferred
    $0 + $134,559 related
    Nontaxable benefits
    $0 + $44,487 related
    Filer's total
    $0 + $1,179,194 related

  • JASON SCHULTZ MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $942,581
    From this org
    $0
    From related orgs
    $771,443
    Other
    $171,138
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $769,400 related
    Bonus
    $0
    Other
    $0 + $2,043 related
    Deferred
    $0 + $127,523 related
    Nontaxable benefits
    $0 + $43,615 related
    Filer's total
    $0 + $942,581 related

  • MICHAEL WATTERS

    SECRETARY/REL ORG CHIEF LEGAL OFF

    Total calculated
    $924,527
    From this org
    $0
    From related orgs
    $773,128
    Other
    $151,399
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,819 related
    Bonus
    $0 + $192,028 related
    Other
    $0 + $74,281 related
    Deferred
    $0 + $109,834 related
    Nontaxable benefits
    $0 + $41,565 related
    Filer's total
    $0 + $924,527 related

  • RHONDA KAZIK

    CHIEF NURSE EXECUTIVE

    Total calculated
    $818,976
    From this org
    $0
    From related orgs
    $685,390
    Other
    $133,586
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $468,896 related
    Bonus
    $0 + $189,548 related
    Other
    $0 + $26,946 related
    Deferred
    $0 + $105,482 related
    Nontaxable benefits
    $0 + $28,104 related
    Filer's total
    $0 + $818,976 related

  • JANICE SCHADE

    FORMER ADMINISTRATOR

    Total calculated
    $683,592
    From this org
    $0
    From related orgs
    $636,028
    Other
    $47,564
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $105,903 related
    Bonus
    $0 + $124,911 related
    Other
    $0 + $405,214 related
    Deferred
    $0 + $17,445 related
    Nontaxable benefits
    $0 + $30,119 related
    Filer's total
    $0 + $683,592 related

  • KEVIN BOREN

    VICE PRESIDENT, FINANCE

    Total calculated
    $678,621
    From this org
    $0
    From related orgs
    $554,813
    Other
    $123,808
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,051 related
    Bonus
    $0 + $86,826 related
    Other
    $0 + $45,936 related
    Deferred
    $0 + $80,855 related
    Nontaxable benefits
    $0 + $42,953 related
    Filer's total
    $0 + $678,621 related

  • TAMMY KRITZER

    ADMINISTRATOR THRU 5/25

    Total calculated
    $635,546
    From this org
    $0
    From related orgs
    $537,081
    Other
    $98,465
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,233 related
    Bonus
    $0 + $131,986 related
    Other
    $0 + $41,862 related
    Deferred
    $0 + $85,264 related
    Nontaxable benefits
    $0 + $13,201 related
    Filer's total
    $0 + $635,546 related

  • MATTHEW POSINSKI

    INTERIM ADMINISTRATOR

    Total calculated
    $629,858
    From this org
    $0
    From related orgs
    $519,911
    Other
    $109,947
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $381,397 related
    Bonus
    $0 + $135,446 related
    Other
    $0 + $3,068 related
    Deferred
    $0 + $92,210 related
    Nontaxable benefits
    $0 + $17,737 related
    Filer's total
    $0 + $629,858 related

  • TROY DUININCK MD

    BD DIRECTOR/REL ORG PHYS & DIV CHAIR

    Total calculated
    $617,667
    From this org
    $0
    From related orgs
    $547,906
    Other
    $69,761
    Hours/week
    0.1 + 59.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,405 related
    Bonus
    $0
    Other
    $0 + $1,501 related
    Deferred
    $0 + $27,600 related
    Nontaxable benefits
    $0 + $42,161 related
    Filer's total
    $0 + $617,667 related

  • ANNE STEPHEN MD

    CHIEF MEDICAL OFFICER THRU 5/24

    Total calculated
    $569,897
    From this org
    $0
    From related orgs
    $499,103
    Other
    $70,794
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,571 related
    Bonus
    $0 + $200,424 related
    Other
    $0 + $76,108 related
    Deferred
    $0 + $55,596 related
    Nontaxable benefits
    $0 + $15,198 related
    Filer's total
    $0 + $569,897 related

  • TRENT NOBLES

    SENIOR VP, OPERATIONS THRU 3/25

    Total calculated
    $385,839
    From this org
    $0
    From related orgs
    $314,139
    Other
    $71,700
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,386 related
    Bonus
    $0 + $51,877 related
    Other
    $0 + $15,876 related
    Deferred
    $0 + $42,232 related
    Nontaxable benefits
    $0 + $29,468 related
    Filer's total
    $0 + $385,839 related

  • GRETA JOHNSON

    PERFUSIONIST SUPERVISOR

    Total calculated
    $325,777
    From this org
    $279,259
    From related orgs
    $0
    Other
    $46,518
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $277,670
    Bonus
    $0
    Other
    $1,589
    Deferred
    $13,452
    Nontaxable benefits
    $33,066
    Filer's total
    $325,777

  • JAN BALDWIN MD

    BOARD DIRECTOR/RELATED ORG PHYSICIAN

    Total calculated
    $308,234
    From this org
    $0
    From related orgs
    $258,062
    Other
    $50,172
    Hours/week
    0.1 + 59.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,218 related
    Bonus
    $0
    Other
    $0 + $1,844 related
    Deferred
    $0 + $20,737 related
    Nontaxable benefits
    $0 + $29,435 related
    Filer's total
    $0 + $308,234 related

  • STACY LUND

    OPERATIONS SENIOR DIRECTOR

    Total calculated
    $289,383
    From this org
    $238,258
    From related orgs
    $0
    Other
    $51,125
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $205,141
    Bonus
    $32,602
    Other
    $515
    Deferred
    $12,516
    Nontaxable benefits
    $38,609
    Filer's total
    $289,383

  • JOSEPH THOMPSON

    REGISTERED NURSE

    Total calculated
    $284,161
    From this org
    $234,537
    From related orgs
    $0
    Other
    $49,624
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $234,399
    Bonus
    $0
    Other
    $138
    Deferred
    $12,231
    Nontaxable benefits
    $37,393
    Filer's total
    $284,161

  • RONALD SIEBERT

    OPERATIONS SENIOR DIRECTOR

    Total calculated
    $269,789
    From this org
    $243,882
    From related orgs
    $0
    Other
    $25,907
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $223,817
    Bonus
    $18,702
    Other
    $1,363
    Deferred
    $12,225
    Nontaxable benefits
    $13,682
    Filer's total
    $269,789

  • ERIC NELSON

    SENIOR VICE PRESIDENT, OPERATIONS

    Total calculated
    $248,562
    From this org
    $0
    From related orgs
    $219,557
    Other
    $29,005
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,270 related
    Bonus
    $0 + $50,000 related
    Other
    $0 + $1,287 related
    Deferred
    $0 + $28,000 related
    Nontaxable benefits
    $0 + $1,005 related
    Filer's total
    $0 + $248,562 related

  • NICOLE MARR

    PHYSICIAN ASSISTANT

    Total calculated
    $243,456
    From this org
    $228,985
    From related orgs
    $0
    Other
    $14,471
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $228,842
    Bonus
    $0
    Other
    $143
    Deferred
    $11,518
    Nontaxable benefits
    $2,953
    Filer's total
    $243,456

  • JOSEPH MIHALEK

    BOARD CHAIR THRU 12/24

    Total calculated
    $7,800
    From this org
    $0
    From related orgs
    $7,800
    Other
    $0
    Hours/week
    0.1 + 2 related

  • THOMAS JAMAR

    BOARD VICE CHAIR

    Total calculated
    $6,600
    From this org
    $0
    From related orgs
    $6,600
    Other
    $0
    Hours/week
    0.1 + 1.1 related

  • ALAN ROCK

    BOARD DIRECTOR THRU 12/24

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    0.1 + 1 related

  • GEORGE LOBAN

    BOARD DIRECTOR

    Total calculated
    $5,600
    From this org
    $0
    From related orgs
    $5,600
    Other
    $0
    Hours/week
    0.1 + 1.1 related

  • ANTHONY SERTICH

    BOARD CHAIR

    Total calculated
    $5,400
    From this org
    $0
    From related orgs
    $5,400
    Other
    $0
    Hours/week
    0.1 + 2.1 related

  • AMY BERGSTROM

    BOARD DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    0.1 + 1.1 related

  • ANTHONY YUNG

    BOARD DIRECTOR

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    0.1 + 1.1 related

  • ADAM BACHAND

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • BECKY URBANSKI

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • NANCY ARONSON NORR

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • SISTER BEVERLY RAWAY

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 3.1 related

  • SISTER JEANNE ANN WEBER

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • SISTER THERESE CARSON

    BOARD DIRECTOR THRU 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 3 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
ESTABLISHING CEO'S COMPENSATION: ESSENTIA HEALTH, AS A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER'S ADMINISTRATOR'S COMPENSATION: A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B
SEVERANCE PAYMENT: FORMER OFFICER JANICE SCHADE RECEIVED PAYMENTS TOTALING $266,083 IN CALENDAR YEAR 2024 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, SCHADE WILL RECEIVE PAY TOTALING $576,514 AND BENEFITS TOTALING $24,526 FROM MARCH 29, 2024 TO SEPTEMBER 30, 2025. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: ESSENTIA HEALTH'S NONQUALIFIED RETIREMENT PLAN IS OFFERED TO DESIGNATED ESSENTIA HEALTH EXECUTIVES. THERE IS A MINIMUM FOUR YEAR VESTING DATE, OR VESTING IS AUTOMATIC UPON REACHING RETIREMENT AGE, DEATH, DISABILITY OR INVOLUNTARY TERMINATION WITHOUT CAUSE. BENEFITS ARE SUBJECT TO INCOME TAXES UPON VESTING AND PAYABLE FROM ESSENTIA HEALTH'S GENERAL ASSETS. REPORTED AS OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B (III), THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A RECEIVED PAYMENT OF THE VESTED BENEFIT FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE YEAR: TRACI MORRIS $78,928 BRADLEY BEARD $90,640 MICHAEL WATTERS $62,797 RHONDA KAZIK $15,955 JANICE SCHADE $38,499 KEVIN BOREN $27,172 TAMMY KRITZER $36,428 ANNE STEPHEN, MD $65,980 REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN C, ESSENTIA HEALTH MADE CONTRIBUTIONS, SUBJECT TO THE VESTING TERMS, DURING THE YEAR INTO THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ON BEHALF OF THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A: TRACI MORRIS $114,806 BRADLEY BEARD $106,959 JASON SCHULTZ, MD $85,394 MICHAEL WATTERS $84,801 RHONDA KAZIK $77,882 KEVIN BOREN $53,255 TAMMY KRITZER $60,450 MATTHEW POSINSKI $65,382 ANNE STEPHEN, MD $32,992 TRENT NOBLES $42,232 ERIC NELSON $28,000

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.

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
11 May 2026
IRS schema version
2024v5.5
Source object
202621319349302407

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