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Nonprofiteer
← COOK CHILDRENS HEALTH PLAN

Form 990 for tax year 2023

Filed by COOK CHILDRENS HEALTH PLAN.

Totals

Total revenue
$892,594,015
Total expenses
$878,325,485
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$855,523,819
Management and general expenses
$22,801,666
Fundraising expenses
$0
Program service expenses (Part III)
$855,523,819

Program services were 97.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Julee S Morrow MD

    Trustee - Vice Chairman

    Total calculated
    $364,376
    From this org
    $0
    From related orgs
    $340,621
    Other
    $23,755
    Hours/week
    2 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,948 related
    Bonus
    $0
    Other
    $0 + $30,673 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,755 related
    Filer's total
    $0 + $364,376 related

  • Rick Sorenson

    Trustee - Chairman

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • Angela N Cabarcas MD

    Trustee

    Total calculated
    $390,031
    From this org
    $353,027
    From related orgs
    $0
    Other
    $37,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $312,127
    Bonus
    $30,000
    Other
    $10,900
    Deferred
    $18,335
    Nontaxable benefits
    $18,669
    Filer's total
    $390,031

  • Hadley Woerner

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jerry R Conatser

    Trustee END 5/31/24

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • Kathryn M King MD

    Trustee

    Total calculated
    $325,637
    From this org
    $0
    From related orgs
    $295,522
    Other
    $30,115
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $263,765 related
    Bonus
    $0 + $22,832 related
    Other
    $0 + $8,925 related
    Deferred
    $0 + $6,002 related
    Nontaxable benefits
    $0 + $24,113 related
    Filer's total
    $0 + $325,637 related

  • Michael R Pavell

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Paul S Thornton MD

    Trustee

    Total calculated
    $493,555
    From this org
    $0
    From related orgs
    $444,242
    Other
    $49,313
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $424,337 related
    Bonus
    $0
    Other
    $0 + $19,905 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $24,563 related
    Filer's total
    $0 + $493,555 related

  • Rachel R Werner

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ryan B Dickerson

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • Sandy Varghese MD

    Trustee

    Total calculated
    $275,240
    From this org
    $0
    From related orgs
    $258,412
    Other
    $16,828
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,979 related
    Bonus
    $0 + $25,425 related
    Other
    $0 + $9,008 related
    Deferred
    $0 + $12,579 related
    Nontaxable benefits
    $0 + $4,249 related
    Filer's total
    $0 + $275,240 related

  • Thomas Breckinridge Ray

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Karen Love

    President

    Total calculated
    $957,257
    From this org
    $839,131
    From related orgs
    $0
    Other
    $118,126
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $509,524
    Bonus
    $222,070
    Other
    $107,537
    Deferred
    $97,325
    Nontaxable benefits
    $20,801
    Filer's total
    $957,257

  • Mary Cara Martz

    Secretary

    Total calculated
    $205,002
    From this org
    $0
    From related orgs
    $183,907
    Other
    $21,095
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,535 related
    Bonus
    $0 + $35,260 related
    Other
    $0 + $6,112 related
    Deferred
    $0 + $8,934 related
    Nontaxable benefits
    $0 + $12,161 related
    Filer's total
    $0 + $205,002 related

  • Richard Lee

    AVP, Finance and CFO

    Total calculated
    $444,560
    From this org
    $391,403
    From related orgs
    $0
    Other
    $53,157
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,438
    Bonus
    $93,502
    Other
    $7,463
    Deferred
    $40,500
    Nontaxable benefits
    $12,657
    Filer's total
    $444,560

  • Rick W Merrill

    CEO

    Total calculated
    $3,305,517
    From this org
    $137,772
    From related orgs
    $2,617,671
    Other
    $550,074
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $73,202 + $1,390,847 related
    Bonus
    $43,830 + $832,770 related
    Other
    $20,740 + $394,054 related
    Deferred
    $26,220 + $498,177 related
    Nontaxable benefits
    $1,284 + $24,393 related
    Filer's total
    $165,276 + $3,140,241 related

  • Stephen W Kimmel

    Treasurer

    Total calculated
    $1,393,062
    From this org
    $146,122
    From related orgs
    $1,071,558
    Other
    $175,382
    Hours/week
    5 + 37 related

    Schedule J breakdown matched by us

    Base
    $86,899 + $637,254 related
    Bonus
    $41,849 + $306,892 related
    Other
    $17,374 + $127,412 related
    Deferred
    $18,550 + $136,031 related
    Nontaxable benefits
    $2,496 + $18,305 related
    Filer's total
    $167,168 + $1,225,894 related

  • Crystal O'Reilly

    AVP, Quality & Care Mgmt

    Total calculated
    $243,068
    From this org
    $205,327
    From related orgs
    $0
    Other
    $37,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,913
    Bonus
    $50,057
    Other
    $3,357
    Deferred
    $13,265
    Nontaxable benefits
    $24,476
    Filer's total
    $243,068

  • Kimberly Aaron

    VP Clinic Affairs

    Total calculated
    $582,864
    From this org
    $496,090
    From related orgs
    $0
    Other
    $86,774
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $368,561
    Bonus
    $121,784
    Other
    $5,745
    Deferred
    $70,067
    Nontaxable benefits
    $16,707
    Filer's total
    $582,864

  • Sherry Vetter

    COO, CCHP

    Total calculated
    $492,807
    From this org
    $428,649
    From related orgs
    $0
    Other
    $64,158
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $319,092
    Bonus
    $101,490
    Other
    $8,067
    Deferred
    $51,203
    Nontaxable benefits
    $12,955
    Filer's total
    $492,807

  • Catherine Nicholas MD

    Medical Director

    Total calculated
    $348,363
    From this org
    $310,276
    From related orgs
    $0
    Other
    $38,087
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,959
    Bonus
    $37,085
    Other
    $8,232
    Deferred
    $21,377
    Nontaxable benefits
    $16,710
    Filer's total
    $348,363

  • Glen Lemmons

    Director, Start Kids Care Mgmt

    Total calculated
    $278,592
    From this org
    $235,235
    From related orgs
    $0
    Other
    $43,357
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,686
    Bonus
    $35,803
    Other
    $11,746
    Deferred
    $18,285
    Nontaxable benefits
    $25,072
    Filer's total
    $278,592

  • Kathleen Roman

    Regulatory Compliance Director

    Total calculated
    $256,616
    From this org
    $222,124
    From related orgs
    $0
    Other
    $34,492
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,907
    Bonus
    $29,104
    Other
    $7,113
    Deferred
    $16,796
    Nontaxable benefits
    $17,696
    Filer's total
    $256,616

  • Robert Burright

    Director, Clinical Effective

    Total calculated
    $249,991
    From this org
    $234,826
    From related orgs
    $0
    Other
    $15,165
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,408
    Bonus
    $34,162
    Other
    $14,256
    Deferred
    $11,161
    Nontaxable benefits
    $4,004
    Filer's total
    $249,991

  • Timothy Fancher

    Director Clin Pharmacy Pgm

    Total calculated
    $269,810
    From this org
    $236,527
    From related orgs
    $0
    Other
    $33,283
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,483
    Bonus
    $30,612
    Other
    $7,432
    Deferred
    $14,724
    Nontaxable benefits
    $18,559
    Filer's total
    $269,810

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

  • 1a · Tax indemnification and gross-up payments
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
GROSS UP PAYMENTS INCLUDED IN W-2 TAXABLE COMPENSATION: ROBERT J BURRIGHT PAUL THORNTON ANGELA CABARCAS
Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expenses
THERE IS NO WRITTEN POLICY REGARDING PAYMENT OR REIMBURSEMENT OF TAX INDEMNIFICATION AND GROSS-UP PAYMENTS BECAUSE THE COMPANY DOES NOT GENERALLY ALLOW FOR GROSS-UP PAYMENTS EXCEPT IN SPECIFIC CIRCUMSTANCES AND THEN ONLY IF APPROVED BY SENIOR MANAGEMENT FOLLOWED BY REVIEW OF THE COMPANY'S COMPLIANCE AND LEGAL DEPARTMENTS. THESE TYPES OF REIMBURSEMENTS GENERALLY RELATE TO TAXES OWED BY INDIVIDUALS WHO RECEIVE NOMINAL INCENTIVE PAYMENTS FOR SERVICE AWARDS OR QUALITY IMPROVEMENT PROGRAMS, AND THE GROSS-UP PAYMENTS USUALLY ARE IMMATERIAL, $250 OR LESS.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
COOK CHILDREN'S HEALTH CARE SYSTEM, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO DETERMINE CEO/EXECUTIVE DIRECTOR COMPENSATION: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT WRITTEN EMPLOYMENT CONTRACT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
Rick W Merrill - Paid by System - $366,372 Deferred, $0 W-2 Stephen W Kimmel - Paid by System - $133,956 Deferred, $106,897 W-2 Kimberly Aaron - Paid by CCHP - $45,317 Deferred, $0 W-2 Richard Lee - Paid by CCHP - $34,724 Deferred, $0 W-2 Karen Love - Paid by CCHP - $84,165 Deferred, $78,283 W-2 Sherry Vetter - Paid by CCHP - $38,003 Deferred, $0 W-2
Schedule J, Part II Allocation of CEO & CFO Salaries
SALARIES FOR THE CEO AND EVP, SYSTEM FINANCE ARE ALLOCATED PRO-RATA BASED ON THE AMOUNT OF TIME THEY SPEND WITH EACH OF THE FOLLOWING COMPANIES: COOK CHILDREN'S MEDICAL CENTER COOK CHILDREN'S HEALTH FOUNDATION COOK CHILDREN'S HOME HEALTH COOK CHILDREN'S HEALTH CARE SYSTEM COOK CHILDREN'S HEALTH PLAN COOK CHILDREN'S PHYSICIAN NETWORK COOK CHILDREN'S MEDICAL CENTER - PROSPER CHILD STUDY CENTER

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
13 August 2025
IRS schema version
2023v6.0
Source object
202532259349302148

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