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Nonprofiteer
← INNOVIS HEALTH LLC

Form 990 for tax year 2024

Filed by INNOVIS HEALTH LLC.

Totals

Total revenue
$683,497,859
Total expenses
$679,522,930
Contributions and grants received
$2,806,034
Grants paid
$1,089,951
Program service revenue
$677,826,212
Investment income
-$300,765
Other revenue
$3,166,378
Total assets, end of year
$326,410,429
Total liabilities, end of year
$353,881,294
Net assets or fund balances, end of year
-$27,470,865
Program services expenses (Part IX)
$616,056,224
Management and general expenses
$63,466,706
Fundraising expenses
$0
Program service expenses (Part III)
$616,056,224

Program services were 90.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ADAM STIBBE MD

    PHYSICIAN & SECTION CHAIR

    Total calculated
    $1,855,150
    From this org
    $1,784,680
    From related orgs
    $0
    Other
    $70,470
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,783,540
    Bonus
    $0
    Other
    $1,140
    Deferred
    $27,600
    Nontaxable benefits
    $42,870
    Filer's total
    $1,855,150

  • BENJAMIN SMITH MD

    BOARD DIRECTOR & PHYSICIAN

    Total calculated
    $1,788,790
    From this org
    $1,709,392
    From related orgs
    $3,375
    Other
    $76,023
    Hours/week
    59.2 + 0.8 related

    Schedule J breakdown matched by us

    Base
    $1,708,252 + $3,375 related
    Bonus
    $0
    Other
    $1,140
    Deferred
    $27,600
    Nontaxable benefits
    $48,423
    Filer's total
    $1,785,415 + $3,375 related

  • JEROME SAMPSON MD

    PHYSICIAN

    Total calculated
    $1,665,774
    From this org
    $1,613,917
    From related orgs
    $0
    Other
    $51,857
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,604,029
    Bonus
    $0
    Other
    $9,888
    Deferred
    $25,060
    Nontaxable benefits
    $26,797
    Filer's total
    $1,665,774

  • SCOTT REARDON MD

    PHYSICIAN

    Total calculated
    $1,429,051
    From this org
    $1,352,487
    From related orgs
    $0
    Other
    $76,564
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,351,347
    Bonus
    $0
    Other
    $1,140
    Deferred
    $27,600
    Nontaxable benefits
    $48,964
    Filer's total
    $1,429,051

  • MICKEY SYRQUIN MD

    PHYSICIAN

    Total calculated
    $1,370,220
    From this org
    $1,303,324
    From related orgs
    $0
    Other
    $66,896
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,296,337
    Bonus
    $0
    Other
    $6,987
    Deferred
    $27,600
    Nontaxable benefits
    $39,296
    Filer's total
    $1,370,220

  • KIMBERLY KOLKHORST MD

    PHYSICIAN & SECTION CHAIR

    Total calculated
    $1,327,199
    From this org
    $1,260,253
    From related orgs
    $0
    Other
    $66,946
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,259,063
    Bonus
    $0
    Other
    $1,190
    Deferred
    $24,245
    Nontaxable benefits
    $42,701
    Filer's total
    $1,327,199

  • 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

  • WILLIAM HEEGAARD MD

    FORMER PRESIDENT

    Total calculated
    $1,098,293
    From this org
    $527,729
    From related orgs
    $448,218
    Other
    $122,346
    Hours/week
    1 + 22 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,418 related
    Bonus
    $136,878
    Other
    $390,851 + $117,800 related
    Deferred
    $8,380 + $72,253 related
    Nontaxable benefits
    $21,251 + $20,462 related
    Filer's total
    $557,360 + $540,933 related

  • ROBERT GREEN

    FORMER VICE PRESIDENT, FINANCE

    Total calculated
    $933,836
    From this org
    $0
    From related orgs
    $782,582
    Other
    $151,254
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $548,932 related
    Bonus
    $0 + $222,166 related
    Other
    $0 + $11,484 related
    Deferred
    $0 + $118,444 related
    Nontaxable benefits
    $0 + $32,810 related
    Filer's total
    $0 + $933,836 related

  • RICHARD VETTER MD

    CHIEF MEDICAL OFFICER THRU 12/24

    Total calculated
    $926,040
    From this org
    $775,719
    From related orgs
    $0
    Other
    $150,321
    Hours/week
    58 + 2 related

    Schedule J breakdown matched by us

    Base
    $514,300
    Bonus
    $195,353
    Other
    $66,066
    Deferred
    $107,093
    Nontaxable benefits
    $43,228
    Filer's total
    $926,040

  • 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

  • ALAN BRUNS MD

    FORMER KE/PHYSICIAN & DIVISON CHAIR

    Total calculated
    $924,259
    From this org
    $891,122
    From related orgs
    $0
    Other
    $33,137
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $885,792
    Bonus
    $0
    Other
    $5,330
    Deferred
    $27,600
    Nontaxable benefits
    $5,537
    Filer's total
    $924,259

  • AL HURLEY

    CHIEF OPERATING OFFICER

    Total calculated
    $835,977
    From this org
    $706,163
    From related orgs
    $0
    Other
    $129,814
    Hours/week
    56 + 4 related

    Schedule J breakdown matched by us

    Base
    $453,221
    Bonus
    $183,113
    Other
    $69,829
    Deferred
    $102,252
    Nontaxable benefits
    $27,562
    Filer's total
    $835,977

  • JOSHUA GEBUR MD

    FORMER KE/PHYSICIAN & DIVISION CHAIR

    Total calculated
    $778,837
    From this org
    $709,763
    From related orgs
    $0
    Other
    $69,074
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $708,691
    Bonus
    $0
    Other
    $1,072
    Deferred
    $27,600
    Nontaxable benefits
    $41,474
    Filer's total
    $778,837

  • MARK THOMPSON MD

    PRESIDENT THRU 7/24

    Total calculated
    $742,423
    From this org
    $702,130
    From related orgs
    $0
    Other
    $40,293
    Hours/week
    57 + 3 related

    Schedule J breakdown matched by us

    Base
    $417,961
    Bonus
    $0
    Other
    $284,169
    Deferred
    $0
    Nontaxable benefits
    $40,293
    Filer's total
    $742,423

  • STEFANIE GEFROH ELLISON MD

    PRESIDENT

    Total calculated
    $629,098
    From this org
    $532,220
    From related orgs
    $30,000
    Other
    $66,878
    Hours/week
    57 + 3 related

    Schedule J breakdown matched by us

    Base
    $530,965 + $30,000 related
    Bonus
    $0
    Other
    $1,255
    Deferred
    $27,600
    Nontaxable benefits
    $39,278
    Filer's total
    $599,098 + $30,000 related

  • TANYA DIEGEL DO

    FORMER KE/PHYSICIAN & DIVISION CHAIR

    Total calculated
    $610,193
    From this org
    $543,585
    From related orgs
    $0
    Other
    $66,608
    Hours/week
    59 + 1 related

    Schedule J breakdown matched by us

    Base
    $542,631
    Bonus
    $0
    Other
    $954
    Deferred
    $26,450
    Nontaxable benefits
    $40,158
    Filer's total
    $610,193

  • TANNER GOODRICH

    SENIOR VICE PRESIDENT, OPERATIONS

    Total calculated
    $578,900
    From this org
    $464,920
    From related orgs
    $0
    Other
    $113,980
    Hours/week
    57 + 3 related

    Schedule J breakdown matched by us

    Base
    $329,260
    Bonus
    $134,498
    Other
    $1,162
    Deferred
    $82,444
    Nontaxable benefits
    $31,536
    Filer's total
    $578,900

  • DOUG ARVIN

    VICE PRESIDENT, FINANCE

    Total calculated
    $480,121
    From this org
    $445,233
    From related orgs
    $0
    Other
    $34,888
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $390,604
    Bonus
    $52,650
    Other
    $1,979
    Deferred
    $17,250
    Nontaxable benefits
    $17,638
    Filer's total
    $480,121

  • TAYLOR MERTZ MD

    BD DIRECTOR/PHYSICIAN & SEC CHAIR

    Total calculated
    $443,642
    From this org
    $371,362
    From related orgs
    $4,500
    Other
    $67,780
    Hours/week
    58.2 + 1.8 related

    Schedule J breakdown matched by us

    Base
    $371,004 + $4,500 related
    Bonus
    $0
    Other
    $358
    Deferred
    $27,307
    Nontaxable benefits
    $40,473
    Filer's total
    $439,142 + $4,500 related

  • ANDREW MOEN MD

    FORMER KE/PHYSICIAN & DIVISION CHAIR

    Total calculated
    $442,330
    From this org
    $372,780
    From related orgs
    $0
    Other
    $69,550
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $372,053
    Bonus
    $0
    Other
    $727
    Deferred
    $27,368
    Nontaxable benefits
    $42,182
    Filer's total
    $442,330

  • RAE SALUS

    FORMER SENIOR VP OPERATIONS

    Total calculated
    $354,906
    From this org
    $351,547
    From related orgs
    $0
    Other
    $3,359
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $351,547
    Deferred
    $0
    Nontaxable benefits
    $3,359
    Filer's total
    $354,906

  • JOSEPH WENDT

    FORMER KE/VP, ADMINISTRATOR

    Total calculated
    $339,378
    From this org
    $280,871
    From related orgs
    $0
    Other
    $58,507
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $240,069
    Bonus
    $30,940
    Other
    $9,862
    Deferred
    $14,690
    Nontaxable benefits
    $43,817
    Filer's total
    $339,378

  • MICHELLE STENBECK

    CHIEF NURSING OFFICER THRU 1/24

    Total calculated
    $318,857
    From this org
    $294,844
    From related orgs
    $0
    Other
    $24,013
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $26,939
    Bonus
    $0
    Other
    $267,905
    Deferred
    $0
    Nontaxable benefits
    $24,013
    Filer's total
    $318,857

  • KERRY CARLSON

    FORMER KE/VP, OPERATIONS

    Total calculated
    $309,853
    From this org
    $257,429
    From related orgs
    $0
    Other
    $52,424
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $233,148
    Bonus
    $23,315
    Other
    $966
    Deferred
    $13,419
    Nontaxable benefits
    $39,005
    Filer's total
    $309,853

  • SUZANNE ZELTINGER

    CHIEF NURSING OFFICER

    Total calculated
    $270,994
    From this org
    $252,448
    From related orgs
    $0
    Other
    $18,546
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $223,881
    Bonus
    $17,309
    Other
    $11,258
    Deferred
    $11,934
    Nontaxable benefits
    $6,612
    Filer's total
    $270,994

  • DAN BEAUCHAMP

    FORMER KE/FACILITIES SNR DIRECTOR

    Total calculated
    $251,023
    From this org
    $96,740
    From related orgs
    $103,311
    Other
    $50,972
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $90,025 + $86,033 related
    Bonus
    $0 + $16,930 related
    Other
    $6,715 + $348 related
    Deferred
    $5,119 + $5,447 related
    Nontaxable benefits
    $20,203 + $20,203 related
    Filer's total
    $122,062 + $128,961 related

  • WALTER JOHNSON MD

    FORMER PHYSICIAN & SECTION CHAIR

    Total calculated
    $250,000
    From this org
    $250,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $250,000
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $250,000

  • CHRISTY BRINKMAN

    FORMER KE/OPERATIONS SNR DIRECTOR

    Total calculated
    $232,223
    From this org
    $0
    From related orgs
    $218,377
    Other
    $13,846
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,221 related
    Bonus
    $0 + $20,888 related
    Other
    $0 + $268 related
    Deferred
    $0 + $10,982 related
    Nontaxable benefits
    $0 + $2,864 related
    Filer's total
    $0 + $232,223 related

  • JAMES CHRISTENSEN MD

    BOARD DIRECTOR & PHYSICIAN

    Total calculated
    $174,893
    From this org
    $145,864
    From related orgs
    $2,250
    Other
    $26,779
    Hours/week
    59.2 + 0.8 related

    Schedule J breakdown matched by us

    Base
    $144,640 + $2,250 related
    Bonus
    $0
    Other
    $1,224
    Deferred
    $11,531
    Nontaxable benefits
    $15,248
    Filer's total
    $172,643 + $2,250 related

  • JOEL HAUGEN MD

    BOARD CHAIR/RETIRED PHYSICIAN

    Total calculated
    $116,155
    From this org
    $108,155
    From related orgs
    $8,000
    Other
    $0
    Hours/week
    0.2 + 0.8 related

  • LAURIE LEWANDOWSKI

    BOARD DIRECTOR

    Total calculated
    $23,375
    From this org
    $0
    From related orgs
    $23,375
    Other
    $0
    Hours/week
    0.2 + 3.8 related

  • ARRICK JACKSON

    BOARD DIRECTOR THRU 5/25

    Total calculated
    $4,500
    From this org
    $0
    From related orgs
    $4,500
    Other
    $0
    Hours/week
    0.2 + 0.8 related

  • TIMOTHY HEILMAN

    BOARD VICE CHAIR

    Total calculated
    $4,500
    From this org
    $0
    From related orgs
    $4,500
    Other
    $0
    Hours/week
    0.2 + 0.8 related

  • ANDERSON ST GEORGE

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • JENNY OLSON

    BOARD DIRECTOR THRU 2/25

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • KIM PLADSON

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • SISTER BEVERLY HORN

    BOARD DIRECTOR THRU 4/25

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 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
  • 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
  • 8 · Paid under the initial-contract exception
  • 9 · Followed the rebuttable-presumption procedure

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

The filer's explanations (Part III)

PART I, LINE 1A
BENEFITS PROVIDED: DURING CALENDAR YEAR 2024, CHARTER TRAVEL WAS USED BY ONE OFFICER AND ONE KEY EMPLOYEE FOR TRAVEL BETWEEN ESSENTIA HEALTH WEST AND OTHER ORGANIZATIONS. THE USE OF CHARTER TRAVEL IS NOT TREATED AS TAXABLE COMPENSATION TO THESE INDIVIDUALS AS ALL TRAVEL WAS BUSINESS RELATED.
PART I, LINE 3
ESTABLISHING CEO'S COMPENSATION: ESSENTIA HEALTH, AS A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH ESSENTIA HEALTH WEST'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 OFFICER WILLIAM HEEGAARD, MD RECEIVED PAYMENTS TOTALING $393,086 IN CALENDAR YEAR 2024 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, HEEGAARD WILL RECEIVE PAY TOTALING $1,095,026 AND BENEFITS TOTALING $45,337 FROM JUNE 2, 2024 TO DECEMBER 2, 2025. OFFICER MARK THOMPSON, MD RECEIVED PAYMENTS TOTALING $278,656 IN CALENDAR YEAR 2024 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, THOMPSON WILL RECEIVE PAY TOTALING $1,086,758 AND BENEFITS TOTALING $39,075 FROM JULY 26, 2024 TO JANUARY 31, 2026. FORMER KEY EMPLOYEE RAE SALUS RECEIVED PAYMENTS TOTALING $322,470 IN CALENDAR YEAR 2024 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, SALUS WILL RECEIVE PAY TOTALING $480,012 AND BENEFITS TOTALING $17,362 FROM JUNE 20, 2023 TO DECEMBER 20, 2024. KEY EMPLOYEE MICHELLE STENBECK RECEIVED PAYMENTS TOTALING $241,169 IN CALENDAR YEAR 2024 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, STENBECK WILL RECEIVE PAY TOTALING $275,018 AND BENEFITS TOTALING $17,590 FROM JANUARY 30, 2024 TO JANUARY 30, 2025. ALL OTHER INDIVIDUALS LISTED AS FORMERS IN FORM 990, PART VII, SECTION A, LINE 1A DID NOT RECEIVE A SEVERANCE PAYMENT DURING CALENDAR YEAR 2024. SOME OF 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: TRACI MORRIS $78,928 WILLIAM HEEGAARD, MD $112,499 RICHARD VETTER, MD $54,695 MICHAEL WATTERS $62,797 AL HURLEY $59,235 RAE SALUS $29,564 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 WILLIAM HEEGAARD, MD $48,668 ROBERT GREEN $90,844 RICHARD VETTER, MD $79,493 MICHAEL WATTERS $84,801 AL HURLEY $75,236 TANNER GOODRICH $54,995
PART I, LINE 8
INITIAL CONTRACT EXCEPTION: ESSENTIA HEALTH WEST'S CHIEF NURSING OFFICER, SUZANNE ZELTINGER, RECEIVED COMPENSATION DURING THE YEAR UNDER AN INITIAL EMPLOYMENT AGREEMENT SUBJECT TO THE INITIAL CONTRACT EXCEPTION. THROUGH THE ESSENTIA HEALTH EXECUTIVE COMPENSATION COMMITTEE, THIS COMPENSATION ARRANGEMENT WAS REVIEWED AND APPROVED BY INDEPENDENT PERSONS USING COMPARABILITY DATA; DELIBERATIONS AND DECISIONS WERE DOCUMENTED.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
202621319349301392

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

The source document this was parsed from is served over the API, which is where bulk and document access live.