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← ST MARYS DULUTH CLINIC HEALTH SYSTEM

Form 990 for tax year 2022

Filed by ST MARYS DULUTH CLINIC HEALTH SYSTEM.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Mission and programs · 2022

Mission

WE ARE CALLED TO MAKE A HEALTHY DIFFERENCE IN PEOPLE'S LIVES.

  • ST. MARY'S DULUTH CLINIC HEALTH SYSTEM, DBA ESSENTIA HEALTH EAST, IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES. MORE SPECIFICALLY, ESSENTIA HEALTH EAST PROMOTES AND SUPPORTS ITS EIGHT HOSPITALS AND VARIOUS CLINICS INCLUDING ESSENTIA HEALTH ST. MARY'S MEDICAL CENTER, ESSENTIA HEALTH DULUTH, ESSENTIA HEALTH ST. MARY'S HOSPITAL-SUPERIOR, ESSENTIA HEALTH SANDSTONE, ESSENTIA HEALTH NORTHERN PINES, ESSENTIA HEALTH VIRGINIA, ESSENTIA HEALTH MOOSE LAKE, ESSENTIA HEALTH DEER RIVER, AND THE DULUTH CLINIC, LTD. THAT SERVE A REGIONAL POPULATION IN MINNESOTA AND WISCONSIN.EACH OF THE LEGAL ENTITIES COMPRISING ESSENTIA HEALTH EAST FILE SEPARATE FORM 990S. ESSENTIA HEALTH EAST DOES NOT HAVE ANY REVENUES OR EXPENSES NOT ALREADY REPORTED ON THESE OTHER 990S.THE HOSPITALS AND CLINICS EMPLOY APPROXIMATELY 5,670 FULL TIME EQUIVALENTS. THE HOSPITALS HAD A TOTAL OF 739 LICENSED BEDS WHICH PROVIDED NEARLY 133,000 HOSPITAL PATIENT DAYS AND 361,000 OUTPATIENT VISITS DURING THE FISCAL YEAR ENDED JUNE 30, 2023. THE CLINICS HAD NEARLY 939,000 ENCOUNTERS DURING THE SAME TIME PERIOD.DURING THE FISCAL YEAR ENDED JUNE 30, 2023, ESSENTIA HEALTH EAST'S HOSPITALS AND CLINICS PROVIDED TOTAL COMMUNITY BENEFITS OF $113.8 MILLION WHICH INCLUDED COSTS OF PROVIDING CHARITY CARE, COSTS IN EXCESS OF MEDICAID PAYMENTS, MEDICAID SURCHARGE, MINNESOTACARE TAX, COMMUNITY SERVICES, CHNA INTERVENTION COSTS, HEALTH PROFESSION EDUCATION, AND CASH AND IN-KIND CONTRIBUTIONS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • DAVID HERMAN MD

    FORMER INTERIM PRESIDENT

    Total calculated
    $3,357,481
    From this org
    $0
    From related orgs
    $3,035,950
    Other
    $321,531
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,602,782 related
    Bonus
    $0 + $1,124,852 related
    Other
    $0 + $308,316 related
    Deferred
    $0 + $318,115 related
    Nontaxable benefits
    $0 + $3,416 related
    Filer's total
    $0 + $3,357,481 related

  • JON PRYOR MD

    PRESIDENT - EAST THRU 1/23

    Total calculated
    $1,169,165
    From this org
    $0
    From related orgs
    $1,131,335
    Other
    $37,830
    Hours/week
    53 + 7 related

    Schedule J breakdown matched by us

    Base
    $0 + $785,922 related
    Bonus
    $0 + $331,316 related
    Other
    $0 + $14,097 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $13,430 related
    Filer's total
    $0 + $1,169,165 related

  • BRADLEY BEARD

    CHIEF OPERATING OFFICER

    Total calculated
    $1,069,895
    From this org
    $0
    From related orgs
    $932,410
    Other
    $137,485
    Hours/week
    49 + 11 related

    Schedule J breakdown matched by us

    Base
    $0 + $600,630 related
    Bonus
    $0 + $256,508 related
    Other
    $0 + $75,272 related
    Deferred
    $0 + $98,483 related
    Nontaxable benefits
    $0 + $39,002 related
    Filer's total
    $0 + $1,069,895 related

  • WILLIAM HEEGAARD MD

    PRESIDENT

    Total calculated
    $1,040,506
    From this org
    $0
    From related orgs
    $902,097
    Other
    $138,409
    Hours/week
    53 + 7 related

    Schedule J breakdown matched by us

    Base
    $0 + $623,417 related
    Bonus
    $0 + $267,196 related
    Other
    $0 + $11,484 related
    Deferred
    $0 + $101,311 related
    Nontaxable benefits
    $0 + $37,098 related
    Filer's total
    $0 + $1,040,506 related

  • ANNE STEPHEN MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $983,815
    From this org
    $0
    From related orgs
    $876,444
    Other
    $107,371
    Hours/week
    54 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,170 related
    Bonus
    $0 + $197,482 related
    Other
    $0 + $222,792 related
    Deferred
    $0 + $75,729 related
    Nontaxable benefits
    $0 + $31,642 related
    Filer's total
    $0 + $983,815 related

  • DANIEL NIKCEVICH MD

    FORMER PRESIDENT

    Total calculated
    $966,567
    From this org
    $0
    From related orgs
    $908,427
    Other
    $58,140
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $768,532 related
    Bonus
    $0
    Other
    $0 + $139,895 related
    Deferred
    $0 + $20,705 related
    Nontaxable benefits
    $0 + $37,435 related
    Filer's total
    $0 + $966,567 related

  • THOMAS WITT MD

    FORMER PHYSICIAN LEADER

    Total calculated
    $760,462
    From this org
    $0
    From related orgs
    $680,647
    Other
    $79,815
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $406,419 related
    Bonus
    $0 + $175,190 related
    Other
    $0 + $99,038 related
    Deferred
    $0 + $64,818 related
    Nontaxable benefits
    $0 + $14,997 related
    Filer's total
    $0 + $760,462 related

  • TROY DUININCK MD

    BOARD DIRECTOR

    Total calculated
    $682,354
    From this org
    $0
    From related orgs
    $622,239
    Other
    $60,115
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $621,080 related
    Bonus
    $0
    Other
    $0 + $1,159 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $35,715 related
    Filer's total
    $0 + $682,354 related

  • JOSEPH MOREHOUSE MD

    PHYSICIAN - DIVISION CHAIR

    Total calculated
    $663,181
    From this org
    $0
    From related orgs
    $603,698
    Other
    $59,483
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $600,758 related
    Bonus
    $0
    Other
    $0 + $2,940 related
    Deferred
    $0 + $23,047 related
    Nontaxable benefits
    $0 + $36,436 related
    Filer's total
    $0 + $663,181 related

  • JANICE SCHADE

    SENIOR VICE PRESIDENT, OPERATIONS

    Total calculated
    $629,756
    From this org
    $0
    From related orgs
    $541,628
    Other
    $88,128
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,161 related
    Bonus
    $0 + $154,116 related
    Other
    $0 + $34,351 related
    Deferred
    $0 + $59,011 related
    Nontaxable benefits
    $0 + $29,117 related
    Filer's total
    $0 + $629,756 related

  • RHONDA KAZIK

    CHIEF NURSING OFFICER

    Total calculated
    $629,127
    From this org
    $0
    From related orgs
    $538,327
    Other
    $90,800
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $381,088 related
    Bonus
    $0 + $151,426 related
    Other
    $0 + $5,813 related
    Deferred
    $0 + $64,447 related
    Nontaxable benefits
    $0 + $26,353 related
    Filer's total
    $0 + $629,127 related

  • KEVIN BOREN

    VICE PRESIDENT, FINANCE

    Total calculated
    $617,463
    From this org
    $0
    From related orgs
    $528,452
    Other
    $89,011
    Hours/week
    46 + 14 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,711 related
    Bonus
    $0 + $85,550 related
    Other
    $0 + $48,191 related
    Deferred
    $0 + $49,069 related
    Nontaxable benefits
    $0 + $39,942 related
    Filer's total
    $0 + $617,463 related

  • KRISTA SKORUPA MD

    INTERIM PRESIDENT

    Total calculated
    $603,239
    From this org
    $0
    From related orgs
    $533,408
    Other
    $69,831
    Hours/week
    52 + 8 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,583 related
    Bonus
    $0 + $143,215 related
    Other
    $0 + $53,610 related
    Deferred
    $0 + $54,798 related
    Nontaxable benefits
    $0 + $15,033 related
    Filer's total
    $0 + $603,239 related

  • TAMMY KRITZER

    SENIOR VICE PRESIDENT, OPERATIONS

    Total calculated
    $533,962
    From this org
    $0
    From related orgs
    $468,127
    Other
    $65,835
    Hours/week
    54 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,304 related
    Bonus
    $0 + $139,215 related
    Other
    $0 + $2,608 related
    Deferred
    $0 + $50,738 related
    Nontaxable benefits
    $0 + $15,097 related
    Filer's total
    $0 + $533,962 related

  • ADAM RIUTTA MD

    PHYSICIAN LEADER

    Total calculated
    $531,957
    From this org
    $0
    From related orgs
    $467,979
    Other
    $63,978
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $467,511 related
    Bonus
    $0
    Other
    $0 + $468 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $39,578 related
    Filer's total
    $0 + $531,957 related

  • LAURA TROMBINO MD

    BOARD DIRECTOR THRU 12/22

    Total calculated
    $510,080
    From this org
    $0
    From related orgs
    $457,846
    Other
    $52,234
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $454,498 related
    Bonus
    $0
    Other
    $0 + $3,348 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $27,834 related
    Filer's total
    $0 + $510,080 related

  • ANA FERNANDEZ MD

    PHYSICIAN - DIVISION CHAIR

    Total calculated
    $432,715
    From this org
    $0
    From related orgs
    $371,117
    Other
    $61,598
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $368,878 related
    Bonus
    $0
    Other
    $0 + $2,239 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $37,198 related
    Filer's total
    $0 + $432,715 related

  • DAWN DROTAR MD

    PHYSICIAN - DIVISION CHAIR

    Total calculated
    $406,850
    From this org
    $0
    From related orgs
    $345,530
    Other
    $61,320
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $344,784 related
    Bonus
    $0
    Other
    $0 + $746 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $36,920 related
    Filer's total
    $0 + $406,850 related

  • JANE RUDD MD

    PHYSICIAN - DIVISION CHAIR

    Total calculated
    $391,286
    From this org
    $0
    From related orgs
    $326,539
    Other
    $64,747
    Hours/week
    57 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,249 related
    Bonus
    $0
    Other
    $0 + $1,290 related
    Deferred
    $0 + $24,400 related
    Nontaxable benefits
    $0 + $40,347 related
    Filer's total
    $0 + $391,286 related

  • JOHN VIDMAR

    VICE PRESIDENT, FACILITIES

    Total calculated
    $358,010
    From this org
    $0
    From related orgs
    $316,497
    Other
    $41,513
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $276,349 related
    Bonus
    $0 + $38,295 related
    Other
    $0 + $1,853 related
    Deferred
    $0 + $14,673 related
    Nontaxable benefits
    $0 + $26,840 related
    Filer's total
    $0 + $358,010 related

  • JAN BALDWIN MD

    BOARD DIRECTOR

    Total calculated
    $348,086
    From this org
    $0
    From related orgs
    $297,388
    Other
    $50,698
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,731 related
    Bonus
    $0
    Other
    $0 + $3,657 related
    Deferred
    $0 + $23,000 related
    Nontaxable benefits
    $0 + $27,698 related
    Filer's total
    $0 + $348,086 related

  • SARA LOKSTAD MD

    PHYSICIAN LEADER

    Total calculated
    $342,693
    From this org
    $0
    From related orgs
    $319,675
    Other
    $23,018
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $319,261 related
    Bonus
    $0
    Other
    $0 + $414 related
    Deferred
    $0 + $21,409 related
    Nontaxable benefits
    $0 + $1,609 related
    Filer's total
    $0 + $342,693 related

  • CYNTHIA KENT

    FORMER SNR VP, NURSING EXCELLENCE

    Total calculated
    $230,366
    From this org
    $0
    From related orgs
    $222,503
    Other
    $7,863
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $222,503 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $7,863 related
    Filer's total
    $0 + $230,366 related

  • CHRISTIE ERICKSON

    MARKET LEADER - EAST

    Total calculated
    $219,434
    From this org
    $0
    From related orgs
    $174,470
    Other
    $44,964
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $158,459 related
    Bonus
    $0
    Other
    $0 + $16,011 related
    Deferred
    $0 + $8,490 related
    Nontaxable benefits
    $0 + $36,474 related
    Filer's total
    $0 + $219,434 related

  • JOSEPH MIHALEK

    BOARD CHAIR

    Total calculated
    $8,800
    From this org
    $0
    From related orgs
    $8,800
    Other
    $0
    Hours/week
    2 + 12 related

  • THOMAS RENIER

    BOARD VICE CHAIR THRU 12/22

    Total calculated
    $8,600
    From this org
    $0
    From related orgs
    $8,600
    Other
    $0
    Hours/week
    2 + 12 related

  • ALAN ROCK

    BOARD DIRECTOR

    Total calculated
    $8,000
    From this org
    $0
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    1 + 3 related

  • ANTHONY SERTICH

    BOARD DIRECTOR

    Total calculated
    $7,800
    From this org
    $0
    From related orgs
    $7,800
    Other
    $0
    Hours/week
    1 + 5 related

  • HOWARD KLATZKY

    BOARD DIRECTOR THRU 12/22

    Total calculated
    $7,000
    From this org
    $0
    From related orgs
    $7,000
    Other
    $0
    Hours/week
    1 + 3 related

  • JOSEPH LEONI

    BOARD DIRECTOR THRU 12/22

    Total calculated
    $6,800
    From this org
    $0
    From related orgs
    $6,800
    Other
    $0
    Hours/week
    1 + 4 related

  • RENEE WACHTER

    BOARD VICE CHAIR

    Total calculated
    $6,400
    From this org
    $0
    From related orgs
    $6,400
    Other
    $0
    Hours/week
    2 + 12 related

  • HARA CHARLIER

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • SISTER BEVERLY RAWAY

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • SISTER JEANNE ANN WEBER

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • SISTER THERESE CARSON

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • THOMAS JAMAR

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • TONY YUNG

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    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 EAST'S PRESIDENT'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 KEY EMPLOYEE CYNTHIA KENT RECEIVED PAYMENTS TOTALING $222,503 IN CALENDAR YEAR 2022 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, KENT WILL RECEIVE PAY TOTALING $461,635 & BENEFITS TOTALING $38,623 FROM FEBRUARY 1, 2021 TO AUGUST 1, 2022. ALL OTHER INDIVIDUALS LISTED AS FORMERS IN FORM 990, PART VII, SECTION A, LINE 1A DID NOT RECEIVE A SEVERANCE PAYMENT DURING CALENDAR YEAR 2022. THESE INDIVIDUALS REMAIN EMPLOYED WITHIN ESSENTIA HEALTH AND ITS SUBSIDIARIES. 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: DAVID HERMAN, MD $286,038 BRADLEY BEARD $63,788 ANNE STEPHEN, MD $211,981 DANIEL NIKCEVICH, MD $134,962 THOMAS WITT, MD $87,616 JANICE SCHADE $25,995 KEVIN BOREN $32,212 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: DAVID HERMAN, MD $293,715 BRADLEY BEARD $74,083 WILLIAM HEEGAARD, MD $78,203 ANNE STEPHEN, MD $51,329 THOMAS WITT, MD $42,735 JANICE SCHADE $34,611 RHONDA KAZIK $40,047 KEVIN BOREN $24,669 KRISTA SKORUPA, MD $30,398 TAMMY KRITZER $28,674

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.

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.

  • ESSENTIA HEALTH INSURANCE SERVICES SPC LTD

    C · SELF INSURANCE · CJ · controlled entity

  • MID DAKOTA CLINIC INC

    C · CLINIC OPERATIONS CEASED 9/30/22 · ND · controlled entity

Provenance

Return type
form_990
Tax year
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202401299349300110

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