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Nonprofiteer
← WYOMING MEDICAL CENTER INC

Form 990 for tax year 2024

Filed by WYOMING MEDICAL CENTER INC.

Totals

Total revenue
$286,677,931
Total expenses
$277,883,017
Contributions and grants received
$114,770
Grants paid
$1,325,755
Program service revenue
$284,480,555
Investment income
$1,007,011
Other revenue
$1,075,595
Total assets, end of year
$258,251,795
Total liabilities, end of year
$62,842,554
Net assets or fund balances, end of year
$195,409,241
Program services expenses (Part IX)
$202,179,879
Management and general expenses
$75,703,138
Fundraising expenses
$0
Program service expenses (Part III)
$202,179,879

Program services were 72.8% 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

    $98,847

  • 1f · All other contributions, gifts and grants

    $15,923

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $278,552,076 · related or exempt $278,552,076

  • 2b · Program service revenue: JV INVESTMENT INCOME

    total $4,773,309 · related or exempt $3,830,582 · unrelated business $942,727

  • 2c · Program service revenue: CAFETERIA SALES

    total $861,536 · related or exempt $681,844 · unrelated business $179,692

  • 2d · Program service revenue: NON-PATIENT/OPERATING

    total $293,634 · related or exempt $293,634

  • 3 · Investment income

    total $4,654 · excluded $4,654

  • 6a · Gross rents

    real property $1,075,595

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $1,075,595

  • 6d · Net rental income or loss

    total $1,075,595 · excluded $1,075,595

  • 7a · Gross sales of assets other than inventory

    securities $1,002,357

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

    securities $0

  • 7c · Gain or loss

    securities $1,002,357

  • 7d · Net gain or loss

    total $1,002,357 · excluded $1,002,357

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,325,755 · program services $1,325,755

  • 7 · Other salaries and wages

    total $71,521,886 · program services $57,916,421 · management and general $13,605,465

  • 8 · Pension plan contributions

    total $1,753,699 · program services $1,420,096 · management and general $333,603

  • 9 · Other employee benefits

    total $7,738,230 · program services $6,266,202 · management and general $1,472,028

  • 10 · Payroll taxes

    total $4,762,062 · program services $3,856,184 · management and general $905,878

  • 11a · Fees: management

    total $27,557,119 · management and general $27,557,119

  • 11b · Fees: legal

    total $25,381 · management and general $25,381

  • 11d · Fees: lobbying

    total $6,888 · management and general $6,888

  • 11g · Fees: other

    total $39,173,481 · program services $32,165,129 · management and general $7,008,352

  • 12 · Advertising and promotion

    total $44,400 · management and general $44,400

  • 13 · Office expenses

    total $2,760,450 · program services $1,608,578 · management and general $1,151,872

  • 14 · Information technology

    total $4,130,328 · program services $57,881 · management and general $4,072,447

  • 16 · Occupancy

    total $21,195,634 · program services $3,360,257 · management and general $17,835,377

  • 17 · Travel

    total $279,053 · program services $81,590 · management and general $197,463

  • 20 · Interest

    total $7,194,198 · program services $7,194,198

  • 22 · Depreciation, depletion and amortization

    total $17,551,081 · program services $17,551,081

  • 23 · Insurance

    total $1,877,938 · program services $1,877,938

  • 24a · Other expenses: DRUG & MEDICAL SUPPLIES

    total $47,234,372 · program services $47,234,372

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $16,616,036 · program services $16,616,036

  • 24c · Other expenses: PHYSICIAN RECRUITMENT

    total $2,385,238 · program services $1,608,652 · management and general $776,586

  • 24d · Other expenses: FOOD

    total $1,410,646 · program services $1,210,349 · management and general $200,297

  • 24e · All other expenses

    total $1,339,142 · program services $829,160 · management and general $509,982

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9,246,410 · end of year $21,132,308

  • 3 · Pledges and grants receivable

    beginning of year $1,153 · end of year $59,807

  • 4 · Accounts receivable

    beginning of year $42,402,409 · end of year $43,342,566

  • 7 · Other notes and loans receivable

    beginning of year $1,432,049 · end of year $1,837,640

  • 8 · Inventories for sale or use

    beginning of year $7,761,143 · end of year $7,944,743

  • 9 · Prepaid expenses and deferred charges

    beginning of year $333,209 · end of year $1,273,557

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

    $486,794,586

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

    $330,231,220

  • 10c · Land, buildings and equipment, net

    beginning of year $151,838,262 · end of year $156,563,366

  • 13 · Investments: program-related

    beginning of year $8,100,438 · end of year $7,655,144

  • 14 · Intangible assets

    beginning of year $1,335,715 · end of year $392,859

  • 15 · Other assets

    beginning of year $21,475,172 · end of year $18,049,805

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,880,527 · end of year $16,872,402

  • 19 · Deferred revenue

    beginning of year $38,507 · end of year $35,707

  • 25 · Other liabilities

    beginning of year $47,380,043 · end of year $45,934,445

  • 27 · Net assets without donor restrictions

    beginning of year $170,519,058 · end of year $173,863,048

  • 28 · Net assets with donor restrictions

    beginning of year $10,107,825 · end of year $21,546,193

Mission and programs · 2024

Mission

ASSIST BANNER HEALTH COMPLETE ITS MISSION TO MAKE HEALTH CARE EASIER, SO LIFE CAN BE BETTER BY PROVIDING INTEGRATED AND COORDINATED CARE AND POPULATION HEALTH MANAGEMENT.

  • GUIDED BY AND DEEPLY DEVOTED TO THE NONPROFIT MISSION: "MAKING HEALTH CARE EASIER, SO LIFE CAN BE BETTER," WYOMING MEDICAL CENTER, IS COMMITTED TO PROVIDING A WIDE RANGE OF QUALITY CARE, BASED ON THE NEEDS OF THE COMMUNITY. LOCATED IN THE COUNTY SEAT OF CASPER WYOMING, THE SECOND MOST POPULOUS CITY IN WYOMING, THE LEVEL TWO TRAUMA CENTER SERVES AS A REGIONAL REFERRAL CENTER AND PRIMARY FACILITY FOR NATRONA COUNTY RESIDENTS. WYOMING MEDICAL CENTER PROVIDES A WIDE RANGE OF QUALITY CARE SERVICES INCLUDING CARDIOLOGY, WOMEN AND INFANTS' SERVICES, PEDIATRICS, BARIATRICS, SURGERY, IMAGING, NEUROLOGY, ONCOLOGY, REHABILITATION, AND ENDOCRINOLOGY. WYOMING MEDICAL CENTER HAS A STRONG HISTORY OF DEDICATION TO ITS COMMUNITY AND PROVIDING CARE TO UNDERSERVED POPULATIONS AND CONTINUES TO HELP IDENTIFY ADDITIONAL OPPORTUNITIES TO BETTER CARE FOR POPULATIONS WITHIN THE COMMUNITY WHO HAVE SPECIAL OR UNMET NEEDS.WYOMING MEDICAL CENTER IS DEDICATED TO STRENGTHENING PATIENT CARE THROUGH A CONTINUOUS FOCUS ON IMPROVING PATIENT OUTCOMES AND SERVICE, DEVELOPMENT AND TRAINING OF AN ENGAGED WORKFORCE, USE OF INNOVATIVE TECHNOLOGIES, AND EXPANSION OF SERVICES TO MEET COMMUNITY NEEDS. PEOPLE HAVE ALWAYS COME FIRST AND WHETHER WELCOMING NEWBORNS, OR PROVIDING CARE FOR THRIVING IN LATER YEARS, OUR PATIENTS PROVIDE THE MOTIVATION THAT KEEPS US MOVING FORWARD. AT ALL STAGES IN LIFE, WYOMING MEDICAL CENTER MEETS THE HEALTH AND MEDICAL NEEDS OF ITS PATIENTS THROUGH COMPASSIONATE PROFESSIONALS AND OUTSTANDING SERVICE. WYOMING MEDICAL CENTER REACH PROVIDES PATIENTS WITH ACCESS TO THESE SERVICES BE IT FROM A HOSPITAL BED, MOBILE WEB SITE, VIRTUAL TELEHEALTH SPACE, OR PHYSICAL PRESENCE IN A CLINIC OR PHYSICIAN'S OFFICE. WYOMING MEDICAL CENTER MEETS THE PATIENT WHERE THEY ARE AND AT THEIR DESIRED LOCALE. WYOMING MEDICAL CENTER'S MISSION IS "MAKING HEALTH CARE EASIER, SO LIFE CAN BE BETTER. AND AS A NONPROFIT ORGANIZATION, WE EXIST TO SUPPORT OUR CHARITABLE MISSION OF PROVIDING EXCELLENT HEALTH CARE SERVICES TO THE COMMUNITIES WE SERVE, RATHER THAN GENERATING INCOME FOR INVESTORS OR STOCKHOLDERS. EVERY DOLLAR WE EARN IS REINVESTED INTO NEW EQUIPMENT, NEW OR EXPANDING PATIENT CARE SERVICES, NEW PHYSICIAN SERVICES, MODERN TECHNOLOGIES, MAINTAINING EXISTING EQUIPMENT AND FACILITIES, AND EMPLOYEES. WYOMING MEDICAL CENTER PRESERVES THE DIGNITY OF EVERYONE REGARDLESS OF RACE, CREED, SEX, SEXUAL ORIENTATION, GENDER IDENTITY, AGE, SOCIAL STATUS, OR ABILITY TO PAY FOR SERVICES RENDERED AND OPERATES IN A COST-EFFECTIVE AND FINANCIALLY RESPONSIBLE MANNER TO ENSURE THAT ALL RECEIVE THE EXCELLENT PATIENT CARE THEY DESERVE. FULFILLMENT OF THE WYOMING MEDICAL CENTER MISSION AND EXEMPT PURPOSE IS ACCOMPLISHED IN PART BY PROVIDING PATIENTS FINANCIAL ASSISTANCE AND CHARITY CARE, AS WELL AS COMMUNITY BENEFIT PROGRAMS AND SERVICES (SEE SCHEDULE H). NOTABLE 2024 COMMUNITY BENEFIT ACTIVITIES INCLUDE:COMMUNITY EDUCATION - WYOMING MEDICAL CENTER HAS SET ITS SIGHTS ON IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES AND FOCUSES ON PROVIDING THE BEST POSSIBLE CARE TO PATIENTS. IN THIS PROCESS, WYOMING MEDICAL CENTER RECOGNIZES DELIVERING EXCELLENT CARE IS MORE THAN CLINICAL TREATMENT. WYOMING MEDICAL CENTER IS COMMITTED TO PROVIDING EDUCATION IN ALL THE COMMUNITIES IT SERVES AND DOING ITS PART TO KEEP WYOMING MEDICAL CENTER COMMUNITIES STRONG AND HEALTHY. AREA RESIDENTS AND COMMUNITY MEMBERS HAD ACCESS TO IN-PERSON AND ONLINE EDUCATIONAL OPPORTUNITIES INCLUDING CLASSES, SYMPOSIUMS, PRESENTATIONS, AND FORUMS AIMED AT COMMUNITY HEALTH AWARENESS. TOPICS INCLUDED DISCUSSIONS SPECIFIC TO VARIOUS DISEASES AND DISEASE PREVENTION TECHNIQUES, HOLISTIC THERAPIES, WELLNESS, CAREGIVER SUPPORT AND SAFETY. COVID 19 - WYOMING MEDICAL CENTER FOCUSES ON EMERGENCY PREPAREDNESS YEAR-ROUND TO BE ABLE TO RESPOND TO ANY PUBLIC HEALTH CRISIS AND THE ARRIVAL OF THE COVID-19 PANDEMIC TO THE U.S. PUT THOSE PLANS INTO IMMEDIATE ACTION. SINCE THEN, WYOMING MEDICAL CENTER HAS BEEN EVER PRESENT, PROVIDING QUALITY-CARE AND ACCESS AND LEADING THE WAY IN OUR COMMUNITIES. PROFOUNDLY ALTERED BY THE GLOBAL PANDEMIC AND AMID THE COVID-19 CHALLENGES, THE IMPORTANCE OF HIGH-QUALITY, ACCESSIBLE HEALTH CARE WAS NEVER MORE EVIDENT AND IN THE PANDEMIC ERA, WYOMING MEDICAL CENTER CONTINUES TO STEADFASTLY FOCUS ON CARING FOR OUR DIVERSE COMMUNITIES INCLUDING SAFE TESTING, VACCINATIONS, EDUCATION, PROTECTION, AND CARE. WYOMING MEDICAL CENTER HEALTH CONTINUALLY WORKS TO DEVELOP AND IMPLEMENT PRACTICES TO ENSURE THE SAFETY OF PATIENTS AND HEALTH CARE WORKERS ACROSS ITS WYOMING SERVICE AREA; CONSTANTLY REVIEWING AND ENHANCING MEASURES. THE IMPORTANCE OF HEALTH CARE WORKER AND PATIENT SAFETY IS PARAMOUNT WITH AN OVERARCHING MESSAGE - WYOMING MEDICAL CENTER IS A SAFE PLACE - FOR CARE AND WORK. SAFETY EDUCATION - AT WYOMING MEDICAL CENTER WE ARE COMMITTED TO PROMOTING A CULTURE OF SAFETY AND EMBRACING HIGH RELIABILITY PRINCIPLES AND HELPING TO KEEP OUR PATIENTS AND FAMILIES SAFE AT HOME, REST, OR PLAY AND SAFETY IS THE FOREMOST PRIORITY AT OUR FACILITIES. AS PART OF OUR EFFORTS, WE OFFER SAFETY EDUCATION RELATED TO HANDWASHING, FARM, RECREATION, WATER, HOLIDAY, POISON PREVENTION, AND SUMMER SAFETY ALONG WITH N FREE GUIDES TO HELP INDIVIDUALS AND FAMILIES PREPARE FOR ANY KIND OF EMERGENCY. HEALTH CARE SUPPORT SERVICES - PUBLIC MEDICAID PROGRAM ENROLLMENT ASSISTANCE AND CARE COORDINATION VALUED AT $77,000 PROVIDED TO INDIVIDUALS IN NEED. PATIENT WELLNESS - AT WYOMING MEDICAL CENTER HEALTH, WE ARE COMMITTED TO HELPING PERSONS BE THE HEALTHIEST THEY CAN BE, AND WE OFFER MANY WAYS TO LEARN HOW TO MAINTAIN OR IMPROVE YOUR HEALTH. IN 2024 COMMUNITY EDUCATION AND WELLNESS ACTIVITIES WERE VALUED AT $6,000. PHARMACY EDUCATION - AS PART OF COMMUNITY SERVICE, WYOMING MEDICAL CENTER PROVIDED APPROXIMATELY $321,000 FOR THE TRAINING OF FUTURE PHARMACISTS.FUNDED DISCHARGE PROGRAM - INITIATIVE TO PROVIDE POST-DISCHARGE SERVICES TO THE VULNERABLE AND UNDERSERVED. IMPROVES THE HEALTH OF THE COMMUNITY BY PROVIDING ACCESS TO AND RESOURCES FOR POST-DISCHARGE CARE WHICH LEVERAGES' THE PATIENT'S RECOVERY OPTIONS, HELPS MINIMIZE RETURN VISITS, AND ADDRESSES ACCESS TO CARE. APPROXIMATELY $75,000 PROVIDED TO NEEDY COMMUNITY RESIDENTS FOR POST DISCHARGE CARE. SUBSIDIZED HEALTH SERVICES - WYOMING MEDICAL CENTER PROVIDES IMPORTANT, FREE, AND REDUCED OR SLIDING FEE-BASED SERVICES LIKE AMBULANCE AND EVACUATION SERVICES AND BEHAVIORAL HEALTH SERVICES. WYOMING MEDICAL CENTER ALSO PROVIDES CLINICAL SERVICES TO MEET THE NEEDS OF THE COMMUNITY. WITHOUT THE $13,000 AMBULANCE SUBSIDY AND SERVICE LOCALITIES WOULD BE RESPONSIBLE FOR THESE SERVICES. WYOMING MEDICAL CENTER UNDERSTANDS MENTAL AND EMOTIONAL WELLBEING IS JUST AS IMPORTANT AS PHYSICAL HEALTH AND IN 2024 $1.4 MILLION WAS DEVOTED TO THE MENTAL HEALTH NEEDS OF THE COMMUNITY PROVIDING SAFE, CONFIDENTIAL, AND COMPASSIONATE TREATMENT WITH CUSTOMIZED TREATMENT PLANS TO MEET EACH PATIENT'S NEEDS. FINANCIAL CONTRIBUTIONS AND IN-KIND DONATIONS - WYOMING MEDICAL CENTER IS COMMITTED TO ASSISTING FINANCIALLY AND THROUGH IN-KIND CONTRIBUTIONS TO INDIVIDUALS AND THE COMMUNITY AT LARGE. APPROXIMATELY $1.5 MILLION WAS PROVIDED TO SUPPORT COMMUNITY EFFORTS.COMMUNITY BUILDING - AS A GOOD CORPORATE CITIZEN AND PARTNER, WYOMING MEDICAL CENTER PARTICIPATES IN SEVERAL ACTIVITIES DESIGNED TO PROMOTE COMMUNITY HEALTH AND ADDRESS COMMUNITY NEEDS INCLUDING COMMUNITY HEALTH IMPROVEMENT ADVOCACY, AND WORKFORCE DEVELOPMENT. IN 2024 WYOMING MEDICAL CENTER CONTRIBUTED $933,000 TO ACTIVELY RECRUIT PHYSICIANS TO SERVE IN FEDERAL MEDICALLY UNDERSERVED AREAS AND THE ENHANCE COMMUNITY WORKFORCE.

    Expenses $202,179,879 · Grants $1,325,755 · Revenue $283,358,136

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

Listed in Part VII

  • AMY PERRY

    PRESIDENT & CEO

    Total calculated
    $9,052,648
    From this org
    $0
    From related orgs
    $4,580,826
    Other
    $4,471,822
    Hours/week
    8 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,408,566 related
    Bonus
    $0 + $3,144,358 related
    Other
    $0 + $27,902 related
    Deferred
    $0 + $4,437,208 related
    Nontaxable benefits
    $0 + $34,614 related
    Filer's total
    $0 + $9,052,648 related

  • JEAN LANCE - DIRECTOR EXEC VP

    CHIEF LEGAL OFF. & GEN. COUNSEL

    Total calculated
    $2,926,123
    From this org
    $0
    From related orgs
    $1,956,173
    Other
    $969,950
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $628,197 related
    Bonus
    $0 + $1,278,213 related
    Other
    $0 + $49,763 related
    Deferred
    $0 + $945,190 related
    Nontaxable benefits
    $0 + $24,760 related
    Filer's total
    $0 + $2,926,123 related

  • MARJORIE BESSEL - DIRECTOR

    EVP, CHIEF CLINICAL OFFICER

    Total calculated
    $2,921,395
    From this org
    $0
    From related orgs
    $1,898,398
    Other
    $1,022,997
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $667,671 related
    Bonus
    $0 + $1,118,288 related
    Other
    $0 + $112,439 related
    Deferred
    $0 + $1,003,975 related
    Nontaxable benefits
    $0 + $19,022 related
    Filer's total
    $0 + $2,921,395 related

  • STACI DICKERSON - DIRECTOR

    EVP, CHIEF FINANCIAL OFFICER

    Total calculated
    $2,637,238
    From this org
    $0
    From related orgs
    $1,710,569
    Other
    $926,669
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $923,792 related
    Bonus
    $0 + $762,198 related
    Other
    $0 + $24,579 related
    Deferred
    $0 + $902,778 related
    Nontaxable benefits
    $0 + $23,891 related
    Filer's total
    $0 + $2,637,238 related

  • DONALD NORDLUND - DIRECTOR

    EVP, CHIEF STRATEGY & GROWTH OFFICER

    Total calculated
    $3,173,659
    From this org
    $0
    From related orgs
    $2,065,892
    Other
    $1,107,767
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $745,551 related
    Bonus
    $0 + $1,217,591 related
    Other
    $0 + $102,750 related
    Deferred
    $0 + $1,087,065 related
    Nontaxable benefits
    $0 + $20,702 related
    Filer's total
    $0 + $3,173,659 related

  • BRENDA SCHAEFER - TREASURER

    VP & CHIEF INVESTMENT OFFICER

    Total calculated
    $909,286
    From this org
    $0
    From related orgs
    $773,577
    Other
    $135,709
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $421,541 related
    Bonus
    $0 + $310,453 related
    Other
    $0 + $41,583 related
    Deferred
    $0 + $122,194 related
    Nontaxable benefits
    $0 + $13,515 related
    Filer's total
    $0 + $909,286 related

  • JULIE ALVARADO-DUBEK

    SECRETARY & EVP CHIEF HR OFFICER

    Total calculated
    $2,403,846
    From this org
    $0
    From related orgs
    $1,510,216
    Other
    $893,630
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $550,660 related
    Bonus
    $0 + $912,618 related
    Other
    $0 + $46,938 related
    Deferred
    $0 + $866,399 related
    Nontaxable benefits
    $0 + $27,231 related
    Filer's total
    $0 + $2,403,846 related

  • MARY SCHUBERT - ASST SECRETARY

    EXECUTIVE DIRECTOR, LEGAL SERVICES

    Total calculated
    $415,584
    From this org
    $0
    From related orgs
    $391,753
    Other
    $23,831
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,535 related
    Bonus
    $0 + $95,273 related
    Other
    $0 + $21,945 related
    Deferred
    $0 + $10,741 related
    Nontaxable benefits
    $0 + $13,090 related
    Filer's total
    $0 + $415,584 related

  • PETER S FINE

    CEO (THROUGH JUNE 30, 2024)

    Total calculated
    $13,535,312
    From this org
    $0
    From related orgs
    $8,571,171
    Other
    $4,964,141
    Hours/week
    8 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,818,398 related
    Bonus
    $0 + $6,314,634 related
    Other
    $0 + $438,139 related
    Deferred
    $0 + $4,940,672 related
    Nontaxable benefits
    $0 + $23,469 related
    Filer's total
    $0 + $13,535,312 related

  • MARGO KARSTEN

    FORMER DIRECTOR & OFFICER

    Total calculated
    $1,525,241
    From this org
    $0
    From related orgs
    $1,138,266
    Other
    $386,975
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $521,076 related
    Bonus
    $0 + $535,553 related
    Other
    $0 + $81,637 related
    Deferred
    $0 + $361,694 related
    Nontaxable benefits
    $0 + $25,281 related
    Filer's total
    $0 + $1,525,241 related

  • LANCE PORTER

    FORMER DIRECTOR & OFFICER

    Total calculated
    $708,057
    From this org
    $0
    From related orgs
    $605,937
    Other
    $102,120
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $274,636 related
    Bonus
    $0 + $305,489 related
    Other
    $0 + $25,812 related
    Deferred
    $0 + $75,919 related
    Nontaxable benefits
    $0 + $26,201 related
    Filer's total
    $0 + $708,057 related

  • DAN WEINMAN

    FORMER DIRECTOR & OFFICER

    Total calculated
    $1,180,067
    From this org
    $0
    From related orgs
    $873,103
    Other
    $306,964
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $432,855 related
    Bonus
    $0 + $390,285 related
    Other
    $0 + $49,963 related
    Deferred
    $0 + $276,686 related
    Nontaxable benefits
    $0 + $30,278 related
    Filer's total
    $0 + $1,180,067 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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
FIRST CLASS AND BUSINESS CLASS TRAVEL ARE NOT REIMBURSABLE EXCEPT AS FOLLOWS: (A) AS SET FORTH IN A WRITTEN AGREEMENT APPROVED BY THE BANNER HEALTH BOARD COMPENSATION COMMITTEE; OR (B) UPON PRIOR WRITTEN APPROVAL OF THE BANNER HEALTH CEO BASED ON BUSINESS NEED. FIRST CLASS OR BUSINESS CLASS UPGRADES OR COUPON BOOKS ARE NOT REIMBURSABLE, UNLESS: (A) AS SET FORTH IN A WRITTEN AGREEMENT APPROVED BY THE BANNER HEALTH BOARD COMPENSATION COMMITTEE; OR (B) UPON PRIOR WRITTEN APPROVAL OF THE BANNER HEALTH CEO BASED ON BUSINESS NEED.
PART I, LINE 3
BANNER HEALTH UTILIZES A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT DIRECTORS THAT EXERCISES OVERSIGHT OVER ALL ASPECTS OF THE COMPENSATION PAID TO OR FOR THE BENEFIT OF THE CEO AND ALL OTHER SENIOR EXECUTIVES OF BANNER HEALTH AND ANY OF ITS AFFILIATES AND ALL OTHER PERSONS WHO CONSTITUTE "DISQUALIFIED PERSONS" WITH RESPECT TO BANNER HEALTH UNDER CODE SECTION 4958. THE COMMITTEE: - ASSESSES ANNUALLY THE PERFORMANCE OF THE CEO. - EXERCISES OVERSIGHT OVER ALL ASPECTS OF COMPENSATION FOR THE CEO. - REVIEWS AND DETERMINES THE EXECUTIVE TOTAL COMPENSATION PHILOSOPHY OF BANNER HEALTH. - ESTABLISHES THE PERMISSIBLE RANGES OF COMPENSATION FOR SENIOR EXECUTIVES AND DISQUALIFIED PERSONS. - REVIEWS AND APPROVES THE DESIGN OF THE COMPONENTS OF COMPENSATION FOR SENIOR EXECUTIVES AND ANY OTHER DISQUALIFIED PERSONS AND MONITORS COMPLIANCE OF BANNER HEALTH WITH THE PHILOSOPHY AND DESIGN COMPONENTS OF EXECUTIVE COMPENSATION. - RECEIVES THE CEO'S REPORT CONCERNING THE OVERALL PERFORMANCE AND DEVELOPMENT ASSESSMENT OF THE SENIOR EXECUTIVES. - ACTS FOR THE BOARD IN THE ENGAGEMENT AND DIRECT OVERSIGHT OF EXTERNAL INDEPENDENT COMPENSATION CONSULTANTS ENGAGED TO PROVIDE ADVICE AND INFORMATION WITH RESPECT TO THE REASONABLENESS AND COMPETITIVENESS OF THE COMPENSATION PAID TO THE CEO, SENIOR EXECUTIVES AND ANY OTHER DISQUALIFIED PERSONS, WHICH CONSULTANT REPORTS DIRECTLY TO THE COMMITTEE. IN ADDITION, THE COMMITTEE HAS ADOPTED THE FOLLOWING BEST PRACTICES WITH RESPECT TO ITS EXECUTIVE COMPENSATION OVERSIGHT FUNCTION: - REVIEWS ALL INCENTIVE PLANS, BENEFIT PLANS AND PROGRAMS THAT APPLY TO EMPLOYEES AND PHYSICIANS. - APPROVES CEO'S RECOMMENDATIONS AS TO THE COMPENSATION OF SENIOR EXECUTIVES. - USES TALLY SHEETS SUMMARIZING ALL COMPONENTS OF THE CEO'S AND SENIOR EXECUTIVES' COMPENSATION, INCLUDING A THREE-YEAR EARNINGS HISTORY AND THE COST OF ALL COMPENSATION (INCLUDING SPECIFICALLY DEFERRED COMPENSATION) AT THE TIME THAT ANY ACTION IS TAKEN WITH RESPECT TO THE CEO'S OR SENIOR EXECUTIVES' COMPENSATION IN ORDER TO ENSURE THAT THE COMMITTEE IS FULLY INFORMED OF THE COMPLETE COMPENSATION PACKAGE BEFORE TAKING ANY SUCH ACTION. - REVIEWS THE ANNUAL FORM 990 DISCLOSURES RELATING TO EXECUTIVE COMPENSATION TO ENSURE THE DISCLOSURES ACCURATELY RECONCILE TO THE COMPENSATION PACKAGES APPROVED BY THE COMMITTEE. THE COMPENSATION COMMITTEE RETAINS AN EXTERNAL INDEPENDENT COMPENSATION CONSULTING FIRM TO ASSIST THE COMMITTEE. THE COMMITTEE ENGAGES A NATIONALLY RECOGNIZED COMPENSATION CONSULTING FIRM WITH SUBSTANTIAL HEALTHCARE EXPERIENCE. THIS FIRM REVIEWED AND OPINED AS TO THE REASONABLENESS OF THE TOTAL COMPENSATION PACKAGE OF THE CEO, SENIOR EXECUTIVE MANAGEMENT, AND OTHER EXECUTIVE MANAGEMENT IDENTIFIED BY THE COMMITTEE AS POTENTIAL DISQUALIFIED PERSONS. THE COMMITTEE ANNUALLY REVIEWS THE RELATIONSHIP BETWEEN BANNER HEALTH AND EACH CONSULTANT TO ENSURE THE CONSULTANT'S INDEPENDENCE. IN CONNECTION WITH EACH SUCH EVALUATION, THE COMMITTEE REQUESTS A WRITTEN CERTIFICATION FROM EACH CONSULTANT THAT: - INCLUDES AN INDEPENDENCE ATTESTATION AFFIRMING THAT THE CONSULTANT HAS CONDUCTED ITS OWN INTERNAL ASSESSMENT AND BASED ON SUCH ASSESSMENT AND ITS INTERNAL CONTROLS, CONCLUDED THAT IT HAS PERFORMED ITS SERVICES FOR THE COMMITTEE IN AN INDEPENDENT MANNER AND IS INDEPENDENT AS DEFINED IN THE INTERMEDIATE SANCTION REGULATIONS UNDER CODE SECTION 4958. - CONFIRMS THAT THE CONSULTANT REPORTS TO THE COMMITTEE THROUGH THE CHAIR OF THE COMMITTEE AND THAT ALL CONSULTING ACTIVITY FOR BANNER HEALTH CONDUCTED BY SUCH CONSULTANT DURING THE PRECEDING YEAR WAS CONDUCTED WITH THE KNOWLEDGE AND CONSENT OF THE CHAIR OF THE COMMITTEE. - DETAILS THE AMOUNTS PAID BY BANNER HEALTH TO THE CONSULTANT IN ITS CAPACITY AS AN EXTERNAL COMPENSATION CONSULTANT TO THE COMMITTEE, AND THE AMOUNTS PAID BY BANNER HEALTH, IF ANY, TO THE CONSULTANT AND ITS AFFILIATES FOR ANY OTHER ENGAGEMENTS. WITH THE ASSISTANCE OF THE INDEPENDENT COMPENSATION CONSULTANT, THE COMPENSATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE CEO AND RECOMMENDS ADJUSTMENTS TO THEIR BASE SALARY AS DEEMED APPROPRIATE BASED UPON THE REVIEW, SUBJECT TO CONFIRMATION FROM THE CONSULTANT (WHO ATTENDS SUCH MEETING) THAT THE RECOMMENDATION IS APPROPRIATE AND WILL NOT RESULT IN THE OVERALL COMPENSATION OF THE CEO BECOMING UNREASONABLE. IN ORDER TO ENSURE THAT THE COMPENSATION DECISION IS SUBJECT TO THE ACTION OF INDEPENDENT DIRECTORS, THE BOARD MAY NOT APPROVE A SALARY ACTION DIFFERENT FROM THAT RECOMMENDED BY THE COMPENSATION COMMITTEE WITHOUT THE CONCURRENCE OF THE COMMITTEE. THE CEO ESTABLISHES THE BASE SALARY OF THE EXECUTIVES WHO DIRECTLY REPORT TO HIM/HER, AND THOSE EXECUTIVES IN TURN ESTABLISH THE BASE SALARY OF THOSE INDIVIDUALS WHO REPORT TO THEM. ALL BASE SALARIES ARE, HOWEVER, BASED UPON POSITION-SPECIFIC MARKET DATA PROVIDED BY BANNER HEALTH'S EXECUTIVE COMPENSATION DEPARTMENT. THESE RANGES ARE ESTABLISHED IN ACCORDANCE WITH AN EXECUTIVE COMPENSATION PHILOSOPHY THAT IS ESTABLISHED, AND ANNUALLY REVIEWED, BY THE COMPENSATION COMMITTEE. ANNUAL EQUITY ADJUSTMENTS MAY BE MADE UPON APPROVAL OF THE CEO AND BASED UPON SPECIFIC MARKET DATA. THE COMPENSATION COMMITTEE RECEIVES AN ANNUAL REPORT FROM THE EXECUTIVE COMPENSATION DEPARTMENT SHOWING THAT BASE SALARIES ARE BEING MAINTAINED CONSISTENT WITH THE EXECUTIVE COMPENSATION PHILOSOPHY APPROVED BY THE COMMITTEE. AS STATED IN THE RESPONSE TO SCHEDULE J, PART I, LINE 7, THE SIGNIFICANT NON-FIXED COMPONENTS OF THE COMPENSATION OF THE CEO AND OTHER SENIOR MANAGEMENT ARE ESTABLISHED AND MONITORED BY THE COMPENSATION COMMITTEE WITH THE ASSISTANCE OF THE INDEPENDENT COMPENSATION CONSULTANT AND ARE INCLUDED IN THE ANNUAL REASONABLENESS OPINION RENDERED BY THE INDEPENDENT COMPENSATION CONSULTANT. CONTEMPORANEOUS MINUTES ARE KEPT OF ALL MEETINGS OF THE COMPENSATION COMMITTEE AND OF THE ACTIONS OF THE BOARD OF DIRECTORS IN APPROVING THE COMPENSATION OF CEO AND REVIEWING AND MONITORING THE COMPENSATION FOR ALL OTHER SENIOR EXECUTIVES AND TOP MANAGEMENT. THE COMPENSATION REVIEW PROCESS WAS LAST COMPLETED IN 2024.
PART I, LINE 4B
EXEC 457(F) - COVERED APPROXIMATELY 100 FORMER AND CURRENT EXECUTIVES. THIS NONQUALIFIED PLAN IS HELD AT FIDELITY INVESTMENTS. VESTING OCCURS UPON MEETING VESTING REQUIREMENTS (SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE). AWARDS ARE SUBJECT TO A ROLLING THREE-YEAR VESTING SCHEDULE - OR A TEAM MEMBER REACHES THE AGE OF 65, 3 YEARS FROM THE DATE OF DEPOSIT. TAXATION OCCURS UPON DISTRIBUTION (IF VESTED). THE ONLY CONTRIBUTIONS ALLOWED ARE EMPLOYER CONTRIBUTIONS. PAYOUT AMOUNTS ARE TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). DEPOSIT AMOUNTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). 2024 457(F) DISTRIBUTIONS: JEAN LANCE - $22,101 MARGO KARSTEN - $54,572 DAN WEINMAN - $23,842 BRENDA SCHAEFER - $15,537 LANCE PORTER - $1,867 PETER S. FINE - $405,251 MAJORIE BESSEL - $84,496 DONALD NORDLUND - $74,184 JULIE ALVARADO-DUBEK - $21,299 2024 457(F) CONTRIBUTIONS: AMY PERRY - $191,067 JEAN LANCE - $65,648 MARGO KARSTEN - $50,333 DAN WEINMAN - $43,921 BRENDA SCHAEFER - $17,860 LANCE PORTER - $2,714 STACI DICKERSON - $51,248 MAJORIE BESSEL - $84,560 DONALD NORDLUND - $93,538 JULIE ALVARADO-DUBEK - $57,032
PART I, LINE 6
CERTAIN INDIVIDUALS PARTICIPATE IN A LONG-TERM INCENTIVE PLAN (LTIP) COVERING THREE-YEAR CYCLES FROM, 2022-2024, 2023-2025 AND 2024-2026. THE LTIP WAS DESIGNED AT THE INITIATIVE OF THE BANNER BOARD OF DIRECTORS WITH THE ASSISTANCE OF WILLIS TOWERS WATSON, AND ALL COMPONENTS WERE APPROVED BY THE BOARD. THE PLANS' AREAS OF PERFORMANCE TARGETS INCLUDE: IMPROVING THE RN EXPERIENCE, EXPANDING MARKET PRESENCE, AND JOURNEY TO ZERO HARM . AWARDS ARE CALCULATED AS A PERCENTAGE OF BASE SALARY ON THE LAST DAY OF THE THREE-YEAR CYCLE, AND OPPORTUNITY VARIES BY POSITION LEVEL. THE PLAN REQUIRES A THRESHOLD LEVEL OF FINANCIAL PERFORMANCE BEFORE ANY AWARDS CAN BE MADE, AND THE AMOUNT OF THE AWARDS VARIES WITH THE DEGREE OF ACHIEVEMENT OF THE TARGETS. THE MAXIMUM LTIP PAYOUT OPPORTUNITY RANGES FROM 30% TO 255% OF THE BASE SALARY AS OF DECEMBER 31 IN THE LAST YEAR OF THE THREE-YEAR PLAN. AWARDS HAVE BEEN ACCRUED UNDER THE LTIP, BUT NO PAYMENTS ARE MADE UNTIL AFTER YEAR-END AND ACHIEVEMENT IS VERIFIED BY THE BANNER HEALTH BOARD COMPENSATION COMMITTEE AND APPROVED BY THE FULL BOARD OF DIRECTORS OF BANNER HEALTH. ALL LTIP COMPENSATION PAYMENTS ARE REPORTED IN THE INCENTIVE AND BONUS COMPENSATION SHOWN IN SCHEDULE J, PART II, COLUMN (B)(II). AMOUNTS PAID FOR THE 2021-2023 CYCLE ARE REPORTED IN SCHEDULE J, PART II, COLUMN (B) AS BONUS & INCENTIVE COMPENSATION. AMOUNTS ACCRUED FOR 2024 FOR THE 2022-2024, 2023-2025, 2024-2026 CYCLES (TO BE PAID OUT IN 2025, 2026, AND 2027 RESPECTIVELY) ARE REPORTED IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION. BANNER HEALTH HAS A MANAGEMENT INCENTIVE PLAN (MIP) WHICH IS BASED ON COMPANYACHIEVEMENT OF SEVERAL FINANCIAL AND NON-FINANCIAL/CLINICAL QUALITY METRICS THAT ARE ESTABLISHED ANNUALLY BY THE BANNER HEALTH BOARD OF DIRECTORS. AWARDS ARE GRANTED AS A PERCENTAGE OF THE PARTICIPANT'S BASE SALARY AND VARY WITH THE POSITION LEVEL OF THE PARTICIPATING EMPLOYEE, RANGING FROM 7% TO 110% OF BASE SALARY. IN 2024, THERE WERE 1,441 MIP PARTICIPANTS. THE MIP WAS ACCRUED IN 2023 FOR THE 2024 MIP PAYOUT. MIP COMPENSATION IS INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(II).

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
23 October 2025
IRS schema version
2024v5.2
Source object
202533009349301438

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