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Nonprofiteer
← INTERMOUNTAIN HEALTH CARE INC

Form 990 for tax year 2023

Filed by INTERMOUNTAIN HEALTH CARE INC.

Totals

Total revenue
$12,775,985
Total expenses
$198,565
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$4,672,130
Other revenue
$8,103,855
Total assets, end of year
$4,987,090,872
Total liabilities, end of year
$4,505,391,008
Net assets or fund balances, end of year
$481,699,864
Program services expenses (Part IX)
$0
Management and general expenses
$198,565
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT W ALLEN

    TRUSTEE/PRES/CEO/COO (PARTIAL)

    Total calculated
    $6,294,132
    From this org
    $0
    From related orgs
    $3,669,634
    Other
    $2,624,498
    Hours/week
    2 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,031,471 related
    Bonus
    $0 + $851,892 related
    Other
    $0 + $786,271 related
    Deferred
    $0 + $2,586,333 related
    Nontaxable benefits
    $0 + $38,165 related
    Filer's total
    $0 + $6,294,132 related

  • LYDIA W JUMONVILLE

    TRUSTEE (PARTIAL)

    Total calculated
    $4,363,321
    From this org
    $0
    From related orgs
    $3,796,732
    Other
    $566,589
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,351,926 related
    Bonus
    $0 + $1,176,622 related
    Other
    $0 + $1,268,184 related
    Deferred
    $0 + $544,613 related
    Nontaxable benefits
    $0 + $21,976 related
    Filer's total
    $0 + $4,363,321 related

  • STEVEN D HUEBNER

    TRUSTEE

    Total calculated
    $2,495
    From this org
    $0
    From related orgs
    $2,495
    Other
    $0
    Hours/week
    2 + 2 related

  • MATT C PACKARD

    TRUSTEE

    Total calculated
    $1,430
    From this org
    $0
    From related orgs
    $1,430
    Other
    $0
    Hours/week
    2 + 2 related

  • A SCOTT ANDERSON

    TRUSTEE

    Total calculated
    $1,138
    From this org
    $0
    From related orgs
    $1,138
    Other
    $0
    Hours/week
    2 + 3 related

  • SPENCER F ECCLES

    TRUSTEE

    Total calculated
    $1,138
    From this org
    $0
    From related orgs
    $1,138
    Other
    $0
    Hours/week
    2 + 3 related

  • S NEAL BERUBE

    TRUSTEE

    Total calculated
    $1,110
    From this org
    $0
    From related orgs
    $1,110
    Other
    $0
    Hours/week
    2 + 4 related

  • MICHAEL L FORDYCE

    TRUSTEE/VICE CHAIR

    Total calculated
    $1,110
    From this org
    $0
    From related orgs
    $1,110
    Other
    $0
    Hours/week
    2

  • DANIEL G GOMEZ

    TRUSTEE

    Total calculated
    $1,110
    From this org
    $0
    From related orgs
    $1,110
    Other
    $0
    Hours/week
    2 + 3 related

  • C GORDON HOWIE

    TRUSTEE

    Total calculated
    $1,110
    From this org
    $0
    From related orgs
    $1,110
    Other
    $0
    Hours/week
    2

  • MICHAEL O LEAVITT

    TRUSTEE/CHAIR

    Total calculated
    $1,110
    From this org
    $0
    From related orgs
    $1,110
    Other
    $0
    Hours/week
    2

  • CRYSTAL MAGGELET

    TRUSTEE/SECRETARY

    Total calculated
    $1,110
    From this org
    $0
    From related orgs
    $1,110
    Other
    $0
    Hours/week
    2 + 2 related

  • JANICE UGAKI

    TRUSTEE

    Total calculated
    $1,110
    From this org
    $0
    From related orgs
    $1,110
    Other
    $0
    Hours/week
    2 + 3 related

  • JAMES N WEINSTEIN MD

    TRUSTEE

    Total calculated
    $1,110
    From this org
    $0
    From related orgs
    $1,110
    Other
    $0
    Hours/week
    2 + 2 related

  • ELIZABETH P BECKMAN

    TRUSTEE

    Total calculated
    $1,044
    From this org
    $0
    From related orgs
    $1,044
    Other
    $0
    Hours/week
    2 + 2 related

  • GAIL MILLER

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • F ANN MILLNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • KATHRYN A PAUL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JANIE WADE

    ENTERPRISE CFO/EVP/TREAS (PARTIAL)

    Total calculated
    $5,698,171
    From this org
    $0
    From related orgs
    $5,604,292
    Other
    $93,879
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $819,609 related
    Bonus
    $0 + $278,696 related
    Other
    $0 + $4,505,987 related
    Deferred
    $0 + $71,363 related
    Nontaxable benefits
    $0 + $22,516 related
    Filer's total
    $0 + $5,698,171 related

  • JAMES P VALIN MD

    EVP/CHIEF CLINICAL OFFICER

    Total calculated
    $3,103,067
    From this org
    $0
    From related orgs
    $2,029,528
    Other
    $1,073,539
    Hours/week
    2 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,154,486 related
    Bonus
    $0 + $336,221 related
    Other
    $0 + $538,821 related
    Deferred
    $0 + $1,043,427 related
    Nontaxable benefits
    $0 + $30,112 related
    Filer's total
    $0 + $3,103,067 related

  • DAN LILJENQUIST

    EVP/CHIEF STRATEGY OFFICER

    Total calculated
    $2,864,679
    From this org
    $0
    From related orgs
    $1,919,334
    Other
    $945,345
    Hours/week
    2 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $918,121 related
    Bonus
    $0 + $585,691 related
    Other
    $0 + $415,522 related
    Deferred
    $0 + $908,230 related
    Nontaxable benefits
    $0 + $37,115 related
    Filer's total
    $0 + $2,864,679 related

  • SUSAN M ROBEL

    SVP/CHIEF NURSING OFFICER (PARTIAL)

    Total calculated
    $2,671,463
    From this org
    $0
    From related orgs
    $1,791,439
    Other
    $880,024
    Hours/week
    2 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $943,842 related
    Bonus
    $0 + $547,179 related
    Other
    $0 + $300,418 related
    Deferred
    $0 + $839,892 related
    Nontaxable benefits
    $0 + $40,132 related
    Filer's total
    $0 + $2,671,463 related

  • NANNETTE BERENSEN

    EVP/COO (PARTIAL)

    Total calculated
    $2,402,767
    From this org
    $0
    From related orgs
    $1,375,837
    Other
    $1,026,930
    Hours/week
    2 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,072,689 related
    Bonus
    $0 + $296,462 related
    Other
    $0 + $6,686 related
    Deferred
    $0 + $985,598 related
    Nontaxable benefits
    $0 + $41,332 related
    Filer's total
    $0 + $2,402,767 related

  • GREG J MATIS

    EVP/CHIEF LEGAL OFFICER/SECRETARY

    Total calculated
    $2,300,619
    From this org
    $0
    From related orgs
    $1,467,943
    Other
    $832,676
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $767,063 related
    Bonus
    $0 + $391,369 related
    Other
    $0 + $309,511 related
    Deferred
    $0 + $800,888 related
    Nontaxable benefits
    $0 + $31,788 related
    Filer's total
    $0 + $2,300,619 related

  • MIKELLE D MOORE

    CHIEF COMM HEALTH OFFICER (PARTIAL)

    Total calculated
    $2,253,855
    From this org
    $0
    From related orgs
    $2,198,026
    Other
    $55,829
    Hours/week
    2 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,532 related
    Bonus
    $0 + $342,742 related
    Other
    $0 + $1,721,752 related
    Deferred
    $0 + $40,651 related
    Nontaxable benefits
    $0 + $15,178 related
    Filer's total
    $0 + $2,253,855 related

  • HEATHER BRACE

    EVP/CHIEF PEOPLE OFFICER

    Total calculated
    $2,199,497
    From this org
    $0
    From related orgs
    $1,451,456
    Other
    $748,041
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $704,254 related
    Bonus
    $0 + $427,366 related
    Other
    $0 + $319,836 related
    Deferred
    $0 + $710,246 related
    Nontaxable benefits
    $0 + $37,795 related
    Filer's total
    $0 + $2,199,497 related

  • GREGORY M JOHNSON

    VP FINANCE SERVICES (PARTIAL)

    Total calculated
    $2,117,139
    From this org
    $0
    From related orgs
    $2,061,569
    Other
    $55,570
    Hours/week
    2 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $80,048 related
    Bonus
    $0 + $314,641 related
    Other
    $0 + $1,666,880 related
    Deferred
    $0 + $43,451 related
    Nontaxable benefits
    $0 + $12,119 related
    Filer's total
    $0 + $2,117,139 related

  • DAVID L FLOOD

    SVP/CHIEF DEVELOPMENT OFFICER

    Total calculated
    $1,881,421
    From this org
    $0
    From related orgs
    $1,279,179
    Other
    $602,242
    Hours/week
    2 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,107 related
    Bonus
    $0 + $401,193 related
    Other
    $0 + $284,879 related
    Deferred
    $0 + $562,694 related
    Nontaxable benefits
    $0 + $39,548 related
    Filer's total
    $0 + $1,881,421 related

  • CRAIG RICHARDVILLE

    SVP/CHIEF INFORMATION OFFICER

    Total calculated
    $1,859,927
    From this org
    $0
    From related orgs
    $1,244,905
    Other
    $615,022
    Hours/week
    2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $688,598 related
    Bonus
    $0 + $184,144 related
    Other
    $0 + $372,163 related
    Deferred
    $0 + $591,496 related
    Nontaxable benefits
    $0 + $23,526 related
    Filer's total
    $0 + $1,859,927 related

  • CLAY L ASHDOWN

    EVP/CFO/TREAS (PARTIAL)

    Total calculated
    $1,563,867
    From this org
    $0
    From related orgs
    $1,122,424
    Other
    $441,443
    Hours/week
    2 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $671,465 related
    Bonus
    $0 + $329,198 related
    Other
    $0 + $121,761 related
    Deferred
    $0 + $406,292 related
    Nontaxable benefits
    $0 + $35,151 related
    Filer's total
    $0 + $1,563,867 related

  • MEGAN MAHNCKE

    EVP/CHIEF MARKETING OFFICER

    Total calculated
    $1,451,948
    From this org
    $0
    From related orgs
    $944,666
    Other
    $507,282
    Hours/week
    2 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $550,366 related
    Bonus
    $0 + $149,156 related
    Other
    $0 + $245,144 related
    Deferred
    $0 + $477,170 related
    Nontaxable benefits
    $0 + $30,112 related
    Filer's total
    $0 + $1,451,948 related

  • MANDY RICHARDS

    SVP/CHIEF NURSING EXECUTIVE (PARTIAL)

    Total calculated
    $1,228,390
    From this org
    $0
    From related orgs
    $947,595
    Other
    $280,795
    Hours/week
    2 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $542,074 related
    Bonus
    $0 + $253,000 related
    Other
    $0 + $152,521 related
    Deferred
    $0 + $257,336 related
    Nontaxable benefits
    $0 + $23,459 related
    Filer's total
    $0 + $1,228,390 related

  • AMY CHURCH

    VP FINANCIAL PLANNING & ANALYTICS

    Total calculated
    $1,021,602
    From this org
    $0
    From related orgs
    $759,558
    Other
    $262,044
    Hours/week
    2 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $551,333 related
    Bonus
    $0 + $108,199 related
    Other
    $0 + $100,026 related
    Deferred
    $0 + $260,261 related
    Nontaxable benefits
    $0 + $1,783 related
    Filer's total
    $0 + $1,021,602 related

  • SUZANNE DRAPER

    VP / CCO (PARTIAL)

    Total calculated
    $694,678
    From this org
    $0
    From related orgs
    $603,752
    Other
    $90,926
    Hours/week
    2 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $336,147 related
    Bonus
    $0 + $194,894 related
    Other
    $0 + $72,711 related
    Deferred
    $0 + $58,568 related
    Nontaxable benefits
    $0 + $32,358 related
    Filer's total
    $0 + $694,678 related

  • MELINDA MENDOZA

    VP / CCO (PARTIAL)

    Total calculated
    $74,833
    From this org
    $0
    From related orgs
    $73,366
    Other
    $1,467
    Hours/week
    2 + 54 related

  • ROBERT DOUGLAS GREALLY

    TELLICA PRESIDENT/CHIEF MEDICAL OFFICER

    Total calculated
    $1,373,296
    From this org
    $1,068,329
    From related orgs
    $0
    Other
    $304,967
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $771,211
    Bonus
    $295,489
    Other
    $1,629
    Deferred
    $271,260
    Nontaxable benefits
    $33,707
    Filer's total
    $1,373,296

  • NICKOLAS MARK

    VENTURES MANAGING PARTNER

    Total calculated
    $1,097,982
    From this org
    $866,211
    From related orgs
    $0
    Other
    $231,771
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $499,499
    Bonus
    $365,100
    Other
    $1,612
    Deferred
    $209,319
    Nontaxable benefits
    $22,452
    Filer's total
    $1,097,982

  • JAY ZERWEKH

    CASTELL CHIEF EXECUTIVE OFFICER

    Total calculated
    $568,035
    From this org
    $439,984
    From related orgs
    $0
    Other
    $128,051
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $407,004
    Bonus
    $31,758
    Other
    $1,222
    Deferred
    $128,015
    Nontaxable benefits
    $36
    Filer's total
    $568,035

  • DAVE HENRIKSEN

    CASTELL CHIEF OPERATING OFFICER

    Total calculated
    $544,326
    From this org
    $404,631
    From related orgs
    $0
    Other
    $139,695
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $314,179
    Bonus
    $90,332
    Other
    $120
    Deferred
    $104,991
    Nontaxable benefits
    $34,704
    Filer's total
    $544,326

  • NATE JONES

    EXECUTIVE DIRECTOR

    Total calculated
    $470,832
    From this org
    $420,920
    From related orgs
    $0
    Other
    $49,912
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $300,796
    Bonus
    $118,312
    Other
    $1,812
    Deferred
    $18,358
    Nontaxable benefits
    $31,554
    Filer's total
    $470,832

  • ALBERT R ZIMMERLI

    FORMER OFFICER

    Total calculated
    $8,297,635
    From this org
    $0
    From related orgs
    $8,266,670
    Other
    $30,965
    Hours/week
    0 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,243 related
    Bonus
    $0 + $1,019,415 related
    Other
    $0 + $6,991,012 related
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $17,765 related
    Filer's total
    $0 + $8,297,635 related

  • A MARC HARRISON MD

    FORMER OFFICER

    Total calculated
    $2,392,280
    From this org
    $0
    From related orgs
    $2,392,280
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $2,392,280 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $2,392,280 related

  • STACY JENNINGS

    FORMER OFFICER

    Total calculated
    $1,083,236
    From this org
    $0
    From related orgs
    $805,712
    Other
    $277,524
    Hours/week
    0 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,542 related
    Bonus
    $0 + $250,940 related
    Other
    $0 + $230 related
    Deferred
    $0 + $242,066 related
    Nontaxable benefits
    $0 + $35,458 related
    Filer's total
    $0 + $1,083,236 related

  • GREGORY P POULSEN

    FORMER OFFICER

    Total calculated
    $964,296
    From this org
    $0
    From related orgs
    $877,416
    Other
    $86,880
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $863,522 related
    Bonus
    $0 + $558 related
    Other
    $0 + $13,336 related
    Deferred
    $0 + $46,116 related
    Nontaxable benefits
    $0 + $40,764 related
    Filer's total
    $0 + $964,296 related

  • MARK R BRIESACHER MD

    FORMER OFFICER

    Total calculated
    $242,510
    From this org
    $0
    From related orgs
    $233,183
    Other
    $9,327
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $233,183 related
    Other
    $0
    Deferred
    $0 + $9,327 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $242,510 related

  • KEVAN MABBUTT

    FORMER OFFICER

    Total calculated
    $160,247
    From this org
    $0
    From related orgs
    $160,247
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $160,247 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $160,247 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

  • 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
THE OFFICERS LISTED IN PART II OF SCHEDULE J WERE COMPENSATED BY IHC HEALTH SERVICES, INC. OR SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC., RELATED TAX-EXEMPT ORGANIZATIONS. SEE THE NARRATIVE ON SCHEDULE O RELATED TO FORM 990, PART VI, SECTION B, LINE 15.
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT IN 2023: - GREGORY M. JOHNSON $1,655,170 - LYDIA W. JUMONVILLE $45,708 - MIKELLE D. MOORE $1,719,770 - JANIE WADE $3,903,603 - ALBERT R. ZIMMERLI $6,640,096 IHC HEALTH SERVICES, INC. AND SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC., RELATED TAX-EXEMPT ORGANIZATIONS, OFFER SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS. PARTICIPATION IN THE PLANS ARE LIMITED TO EMPLOYEES DESIGNATED BY THE BOARD. THE AMOUNTS IN THE PLANS ARE NOT VESTED, ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, AND MAY OR MAY NOT BE PAID IN THE FUTURE. AMOUNTS DEFERRED DURING 2023 FOR THE INDIVIDUALS REPORTED ON PART VII OF THE FORM 990 HAVE BEEN INCLUDED IN THE SCHEDULE J, PART II, COLUMN (C) TOTAL. THE FOLLOWING INDIVIDUALS RECEIVED SUPPLEMENTAL EMPLOYER RETIREMENT PAYMENTS IN 2023: - AMY CHURCH $24,440 - LYDIA W. JUMONVILLE $395,839 - MEGAN MAHNCKE $40,914 - CRAIG RICHARDVILLE $67,665 - JAMES P. VALIN, MD $112,355 - JANIE WADE $552,445 - ALBERT R. ZIMMERLI $339,021
PART II, COLUMN (C):
DURING 2023, BENEFITS FOR SEVERAL INDIVIDUALS WERE INCLUDED IN PART II, COLUMN (C) AS PART OF A RETENTION AGREEMENT PACKAGE.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

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
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202443109349303374

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