Totals
- Total revenue
- $12,356,696
- Total expenses
- $10,136,425
- Contributions and grants received
- $245,307
- Grants paid
- $33,364
- Program services expenses (Part IX)
- $8,296,939
- Management and general expenses
- $1,839,486
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $8,296,939
Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BENJAMIN SMITH MD
BOARD DIRECTOR/RELATED ORG PHYSICIAN
- Total calculated
- $1,699,598
- From this org
- $0
- From related orgs
- $1,627,050
- Other
- $72,548
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $1,625,910 related
- Bonus
- $0
- Other
- $0 + $1,140 related
- Deferred
- $0 + $26,400 related
- Nontaxable benefits
- $0 + $46,148 related
- Filer's total
- $0 + $1,699,598 related
-
TRACI MORRIS
TREASURER/REL ORG CHIEF FINCL OFF
- Total calculated
- $1,026,042
- From this org
- $0
- From related orgs
- $900,190
- Other
- $125,852
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $669,563 related
- Bonus
- $0 + $146,723 related
- Other
- $0 + $83,904 related
- Deferred
- $0 + $123,590 related
- Nontaxable benefits
- $0 + $2,262 related
- Filer's total
- $0 + $1,026,042 related
-
MICHAEL WATTERS
SECRETARY/REL ORG CHIEF LEGAL OFF
- Total calculated
- $778,653
- From this org
- $0
- From related orgs
- $645,998
- Other
- $132,655
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $489,927 related
- Bonus
- $0 + $111,318 related
- Other
- $0 + $44,753 related
- Deferred
- $0 + $93,066 related
- Nontaxable benefits
- $0 + $39,589 related
- Filer's total
- $0 + $778,653 related
-
SREEJITH GOPI MD
PHYSICIAN & SECTION CHAIR
- Total calculated
- $568,460
- From this org
- $0
- From related orgs
- $490,673
- Other
- $77,787
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $481,368 related
- Bonus
- $0
- Other
- $0 + $9,305 related
- Deferred
- $0 + $36,987 related
- Nontaxable benefits
- $0 + $40,800 related
- Filer's total
- $0 + $568,460 related
-
TAYLOR MERTZ MD
BD DIRECTOR/REL ORG PHYS & SEC CHAIR
- Total calculated
- $417,066
- From this org
- $0
- From related orgs
- $351,219
- Other
- $65,847
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $350,856 related
- Bonus
- $0
- Other
- $0 + $363 related
- Deferred
- $0 + $26,308 related
- Nontaxable benefits
- $0 + $39,539 related
- Filer's total
- $0 + $417,066 related
-
JAMES CHRISTENSEN MD
BOARD DIRECTOR/RELATED ORG PHYSICIAN
- Total calculated
- $326,714
- From this org
- $0
- From related orgs
- $279,147
- Other
- $47,567
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $277,114 related
- Bonus
- $0
- Other
- $0 + $2,033 related
- Deferred
- $0 + $22,434 related
- Nontaxable benefits
- $0 + $25,133 related
- Filer's total
- $0 + $326,714 related
-
RYAN HILL
FORMER SENIOR FINANCE ADVISOR
- Total calculated
- $279,348
- From this org
- $0
- From related orgs
- $228,495
- Other
- $50,853
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $227,920 related
- Bonus
- $0
- Other
- $0 + $575 related
- Deferred
- $0 + $11,454 related
- Nontaxable benefits
- $0 + $39,399 related
- Filer's total
- $0 + $279,348 related
-
CHENTEL DANGERUD
PHYSICIAN ASSISTANT
- Total calculated
- $257,680
- From this org
- $209,101
- From related orgs
- $0
- Other
- $48,579
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $208,983
- Bonus
- $0
- Other
- $118
- Deferred
- $10,978
- Nontaxable benefits
- $37,601
- Filer's total
- $257,680
-
EMILY STUENESS
PHYSICIAN ASSISTANT
- Total calculated
- $238,834
- From this org
- $191,427
- From related orgs
- $0
- Other
- $47,407
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $191,373
- Bonus
- $0
- Other
- $54
- Deferred
- $9,129
- Nontaxable benefits
- $38,278
- Filer's total
- $238,834
-
KARI BERGMAN
REGIONAL NURSING DIRECTOR
- Total calculated
- $236,214
- From this org
- $183,773
- From related orgs
- $0
- Other
- $52,441
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $183,693
- Bonus
- $0
- Other
- $80
- Deferred
- $10,069
- Nontaxable benefits
- $42,372
- Filer's total
- $236,214
-
KIMBERLY BODENSTEINER
FINANCE DIRECTOR
- Total calculated
- $230,755
- From this org
- $0
- From related orgs
- $204,452
- Other
- $26,303
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $203,664 related
- Bonus
- $0
- Other
- $0 + $788 related
- Deferred
- $0 + $10,411 related
- Nontaxable benefits
- $0 + $15,892 related
- Filer's total
- $0 + $230,755 related
-
JEAN CHISHOLM
REGISTERED NURSE
- Total calculated
- $228,511
- From this org
- $196,617
- From related orgs
- $0
- Other
- $31,894
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $196,462
- Bonus
- $0
- Other
- $155
- Deferred
- $10,041
- Nontaxable benefits
- $21,853
- Filer's total
- $228,511
-
ERIN STOLTMAN
ADMINISTRATOR
- Total calculated
- $156,707
- From this org
- $146,669
- From related orgs
- $0
- Other
- $10,038
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $146,492
- Bonus
- $0
- Other
- $177
- Deferred
- $7,392
- Nontaxable benefits
- $2,646
- Filer's total
- $156,707
-
DANIELLE ALDRICH
REGISTERED NURSE
- Total calculated
- $152,074
- From this org
- $113,579
- From related orgs
- $1,672
- Other
- $36,823
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $113,326 + $1,672 related
- Bonus
- $0
- Other
- $253
- Deferred
- $6,313 + $84 related
- Nontaxable benefits
- $30,426
- Filer's total
- $150,318 + $1,756 related
-
JULIE AUSTINSON
REGISTERED NURSE
- Total calculated
- $125,252
- From this org
- $107,048
- From related orgs
- $0
- Other
- $18,204
- Hours/week
- 60
-
JOEL HAUGEN MD
BD CHAIR/REL ORG RETIRED PHYSICIAN
- Total calculated
- $101,152
- From this org
- $0
- From related orgs
- $101,152
- Other
- $0
- Hours/week
- 2 + 8 related
-
LAURIE LEWANDOWSKI
BOARD DIRECTOR
- Total calculated
- $24,500
- From this org
- $0
- From related orgs
- $24,500
- Other
- $0
- Hours/week
- 1 + 8 related
-
ARRICK JACKSON
BOARD DIRECTOR
- Total calculated
- $4,500
- From this org
- $0
- From related orgs
- $4,500
- Other
- $0
- Hours/week
- 1 + 4 related
-
MARK FINSTAD
BOARD DIRECTOR THRU 2/24
- Total calculated
- $4,500
- From this org
- $0
- From related orgs
- $4,500
- Other
- $0
- Hours/week
- 1 + 4 related
-
TIM HEILMAN
BOARD VICE CHAIR
- Total calculated
- $3,375
- From this org
- $0
- From related orgs
- $3,375
- Other
- $0
- Hours/week
- 2 + 8 related
-
TRACEY ZAUN
BOARD DIRECTOR THRU 12/23
- Total calculated
- $2,200
- From this org
- $0
- From related orgs
- $2,200
- Other
- $0
- Hours/week
- 1 + 4 related
-
SISTER BEVERLY HORN
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 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 — 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 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
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
- 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 ADA'S ADMINISTRATOR'S COMPENSATION: A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
- PART I, LINE 4B
- 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 $79,902 MICHAEL WATTERS $33,314 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 $97,190 MICHAEL WATTERS $68,732
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
-
$23,314
PROGRAM SUPPORT
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.
-
BRAINERD LAKES INTEGRATED HEALTH SYSTEM
501(C)(3) · SUPPORTING ORG · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · CLINIC · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
DEER RIVER HEALTHCARE CENTER INC
501(C)(3) · HOSPITAL/CLINIC/SKILLED NURSING FACILITY · MN · controlled entity
Directly controlled by ST MARY'S DULUTH CLINIC HEALTH SYSTEM
-
501(C)(3) · SUPPORTING ORG · MN
-
501(C)(3) · FOUNDATION · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
ESSENTIA HEALTH SURGERY CENTERS
501(C)(3) · SURGERY CENTER · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
ESSENTIA INSTITUTE OF RURAL HEALTH
501(C)(3) · RESEARCH · MN · controlled entity
Directly controlled by THE DULUTH CLINIC LTD
-
501(C)(3) · HOSPITAL/CLINIC/SKILLED NURSING FACILITY · MN · controlled entity
Directly controlled by INNOVIS HEALTH LLC
-
501(C)(3) · HOSPITAL/CLINIC/SKILLED NURSING FACILITY · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL/CLINIC · DE · controlled entity
Directly controlled by ESSENTIA HEALTH
-
MIDWEST MEDICAL EQUIPMENT AND SUPPLIES INC
501(C)(3) · MEDICAL EQUIPMENT · MN · controlled entity
Directly controlled by ST MARY'S MEDICAL CENTER
-
501(C)(3) · HOSPITAL/CLINIC/SKILLED NURSING FACILITY · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
POLINSKY MEDICAL REHABILITATION CENTER
501(C)(3) · REHABILITATION SERVICES · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
ST MARY'S DULUTH CLINIC HEALTH SYSTEM
501(C)(3) · SUPPORTING ORG · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · EMERGENCY SERVICES · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
ST MARY'S HOSPITAL OF SUPERIOR
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · PHARMACY · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
ST MARY'S REGIONAL HEALTH CENTER
501(C)(3) · HOSPITAL/CLINIC/SKILLED NURSING FACILITY · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · CLINIC · DE · controlled entity
Directly controlled by ESSENTIA HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521329349304637
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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