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Nonprofiteer
← SSM HEALTH CARE CORPORATION

Form 990 for tax year 2023

Filed by SSM HEALTH CARE CORPORATION.

Totals

Total revenue
$1,194,913,384
Total expenses
$1,184,756,476
Contributions and grants received
$88,914,715
Grants paid
$601,524
Program service revenue
$1,039,933,735
Investment income
$65,556,902
Other revenue
$508,032
Total assets, end of year
$5,489,373,100
Total liabilities, end of year
$3,293,526,133
Net assets or fund balances, end of year
$2,195,846,967
Program services expenses (Part IX)
$827,501,475
Management and general expenses
$357,255,001
Fundraising expenses
$0
Program service expenses (Part III)
$827,501,475

Program services were 69.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SR MARY NOEL BROWN CSA

    DIRECTOR (EX-OFFICIO)

    Total calculated
    $0
    Hours/week
    1

  • SR KATHLEEN BUCHHEIT FSM

    DIRECTOR (EX-OFFICIO)

    Total calculated
    $0
    Hours/week
    1

  • RICK CORCORAN

    DIRECTOR, CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARIE DEVLIN

    DIRECTOR, VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DON IMHOLZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAWRENCE LEGRAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOM MERFELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EVANS RICHARDSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAMUEL L ROSS MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL ROZIER SJ

    DIRECTOR (EX-OFFICIO)

    Total calculated
    $0
    Hours/week
    1

  • JAMES WHALEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JANICE BURNETT PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN HARDT PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CAROLYN KINDLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LAURA KAISER

    DIRECTOR (EX-OFFICIO), PRES/CEO

    Total calculated
    $7,646,448
    From this org
    $4,644,135
    From related orgs
    $0
    Other
    $3,002,313
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $2,047,588
    Bonus
    $1,868,164
    Other
    $728,383
    Deferred
    $2,978,810
    Nontaxable benefits
    $23,503
    Filer's total
    $7,646,448

  • SR JUDITH BELL FSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALEX J VALDEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TOMAS VALDIVIA MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE SMOOT

    VICE PRESIDENT, COO AT SSM HEALTH

    Total calculated
    $3,258,847
    From this org
    $2,054,358
    From related orgs
    $0
    Other
    $1,204,489
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $1,173,646
    Bonus
    $737,192
    Other
    $143,520
    Deferred
    $1,164,125
    Nontaxable benefits
    $40,364
    Filer's total
    $3,258,847

  • RANDY COMBS

    TREASURER, CFO AT SSM HEALTH

    Total calculated
    $3,420,428
    From this org
    $2,182,354
    From related orgs
    $0
    Other
    $1,238,074
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $1,242,308
    Bonus
    $669,269
    Other
    $270,777
    Deferred
    $1,203,989
    Nontaxable benefits
    $34,085
    Filer's total
    $3,420,428

  • DOUGLAS LONG

    SECRETARY, CLO AT SSM HEALTH

    Total calculated
    $2,202,252
    From this org
    $1,425,239
    From related orgs
    $0
    Other
    $777,013
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $759,270
    Bonus
    $495,539
    Other
    $170,430
    Deferred
    $753,634
    Nontaxable benefits
    $23,379
    Filer's total
    $2,202,252

  • MARK CAGWIN

    ASSISTANT TREASURER

    Total calculated
    $780,449
    From this org
    $592,209
    From related orgs
    $0
    Other
    $188,240
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $422,914
    Bonus
    $168,329
    Other
    $966
    Deferred
    $172,974
    Nontaxable benefits
    $15,266
    Filer's total
    $780,449

  • JENNIFER HORROM

    ASSISTANT SECRETARY

    Total calculated
    $500,614
    From this org
    $372,253
    From related orgs
    $0
    Other
    $128,361
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,446
    Bonus
    $68,552
    Other
    $27,255
    Deferred
    $122,646
    Nontaxable benefits
    $5,715
    Filer's total
    $500,614

  • PATRICK MCCRUDEN

    CHIEF MISSION INTEGRATION OFFICER

    Total calculated
    $1,264,082
    From this org
    $794,349
    From related orgs
    $0
    Other
    $469,733
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $421,161
    Bonus
    $275,331
    Other
    $97,857
    Deferred
    $439,577
    Nontaxable benefits
    $30,156
    Filer's total
    $1,264,082

  • TODD SHUMAN MD

    CHIEF CLINICAL OFFICER

    Total calculated
    $2,229,826
    From this org
    $1,436,711
    From related orgs
    $0
    Other
    $793,115
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $866,251
    Bonus
    $380,743
    Other
    $189,717
    Deferred
    $769,411
    Nontaxable benefits
    $23,704
    Filer's total
    $2,229,826

  • ALEXANDER GARZA MD

    CHIEF COMMUNTY HEALTH OFFICER

    Total calculated
    $1,657,355
    From this org
    $1,032,700
    From related orgs
    $0
    Other
    $624,655
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $591,556
    Bonus
    $383,397
    Other
    $57,747
    Deferred
    $608,149
    Nontaxable benefits
    $16,506
    Filer's total
    $1,657,355

  • JANET SMITH-HILL

    CHIEF HUMAN RESOURCES OFFICER

    Total calculated
    $1,754,892
    From this org
    $1,060,510
    From related orgs
    $0
    Other
    $694,382
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $663,993
    Bonus
    $361,615
    Other
    $34,902
    Deferred
    $662,622
    Nontaxable benefits
    $31,760
    Filer's total
    $1,754,892

  • CARTER DREDGE

    LEAD FUTURIST

    Total calculated
    $1,419,282
    From this org
    $890,988
    From related orgs
    $0
    Other
    $528,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $548,658
    Bonus
    $239,274
    Other
    $103,056
    Deferred
    $495,222
    Nontaxable benefits
    $33,072
    Filer's total
    $1,419,282

  • JOHN NGUYEN

    CHIEF ADMINISTRATIVE OFFICER

    Total calculated
    $1,987,636
    From this org
    $1,225,872
    From related orgs
    $0
    Other
    $761,764
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $755,294
    Bonus
    $434,924
    Other
    $35,654
    Deferred
    $739,244
    Nontaxable benefits
    $22,520
    Filer's total
    $1,987,636

  • JEREMY FOTHERINGHAM

    REGIONAL PRESIDENT - ST. LOUIS

    Total calculated
    $1,813,400
    From this org
    $1,125,814
    From related orgs
    $0
    Other
    $687,586
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $789,865
    Bonus
    $334,239
    Other
    $1,710
    Deferred
    $648,534
    Nontaxable benefits
    $39,052
    Filer's total
    $1,813,400

  • JOY GROSSER

    CHIEF INFORMATION OFFICER

    Total calculated
    $1,166,760
    From this org
    $860,536
    From related orgs
    $0
    Other
    $306,224
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $648,479
    Bonus
    $202,478
    Other
    $9,579
    Deferred
    $294,750
    Nontaxable benefits
    $11,474
    Filer's total
    $1,166,760

  • KAREN REWERTS

    VP-FINANCIAL OPERATIONS

    Total calculated
    $1,088,845
    From this org
    $801,331
    From related orgs
    $0
    Other
    $287,514
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $589,021
    Bonus
    $154,022
    Other
    $58,288
    Deferred
    $253,200
    Nontaxable benefits
    $34,314
    Filer's total
    $1,088,845

  • TIM JOHNSON

    VP-CLINICAL INTEGRATION

    Total calculated
    $1,050,690
    From this org
    $749,701
    From related orgs
    $0
    Other
    $300,989
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $546,303
    Bonus
    $162,711
    Other
    $40,687
    Deferred
    $266,170
    Nontaxable benefits
    $34,819
    Filer's total
    $1,050,690

  • BRENDA CHILMAN

    CHIEF REVENUE CYCLE OFFICER

    Total calculated
    $860,702
    From this org
    $665,694
    From related orgs
    $0
    Other
    $195,008
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $397,750
    Bonus
    $96,636
    Other
    $171,308
    Deferred
    $175,050
    Nontaxable benefits
    $19,958
    Filer's total
    $860,702

  • MATT HANLEY MD

    FORMER KEY EMPLOYEE

    Total calculated
    $974,654
    From this org
    $974,654
    From related orgs
    $0
    Other
    $0
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $974,654
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $974,654

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
  • 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 1A
SEVERAL INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A HAD CHARTER TRAVEL DURING 2023.
SCHEDULE J, PART I, LINE 4B
PENSION RESTORATION PLAN SSM HEALTH (SSMH) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMH QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER THE SSMH QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMH OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMH. NO INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2023. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMH AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2014 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF FOUR PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DEFERRALS FROM THIS PLAN IN 2023: LAURA KAISER $720,859 STEVE SMOOT $249,972 RANDALL COMBS $261,633 DOUGLAS LONG $161,286 MARK CAGWIN $40,747 JENNIFER HORROM $26,363 TODD SHUMAN $180,573 ALEXANDER GARZA $126,049 JANET SMITH-HILL $141,421 CARTER DREDGE $157,909 JOHN NGUYEN $159,731 PATRICK MCCRUDEN $91,353 JEREMY FOTHERINGHAM $158,615 JOY GROSSER $2,055 KAREN REWERTS $56,755 TIM JOHNSON $54,877 BRENDA CHILMAN $38,467 THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2023. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. STEVE SMOOT $140,898 JENNIFER HORROM $26,345 ALEXANDER GARZA $52,845 CARTER DREDGE $101,915 JOHN NGUYEN $34,514 KAREN REWERTS $53,386 TIM JOHNSON $38,977 BRENDA CHILMAN $126,843

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
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349326749

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