Totals
- Total revenue
- $24,840,788
- Total expenses
- $25,656,518
- Contributions and grants received
- $0
- Grants paid
- $500
- Program services expenses (Part IX)
- $21,690,458
- Management and general expenses
- $3,966,060
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $21,690,458
Program services were 84.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
CHRISTOPHER METZ MD
PHYSICIAN - SECTION CHAIR
- Total calculated
- $1,212,610
- From this org
- $1,151,552
- From related orgs
- $0
- Other
- $61,058
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $1,134,650
- Bonus
- $12,000
- Other
- $4,902
- Deferred
- $24,400
- Nontaxable benefits
- $36,658
- Filer's total
- $1,212,610
-
ABY PHILIP MD
PHYSICIAN - SECTION CHAIR
- Total calculated
- $1,146,509
- From this org
- $1,085,683
- From related orgs
- $0
- Other
- $60,826
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $985,048
- Bonus
- $100,000
- Other
- $635
- Deferred
- $24,400
- Nontaxable benefits
- $36,426
- Filer's total
- $1,146,509
-
KEVIN CASEY MD
CHIEF MEDICAL OFFICER
- Total calculated
- $947,309
- From this org
- $0
- From related orgs
- $816,807
- Other
- $130,502
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $633,232 related
- Bonus
- $0 + $168,938 related
- Other
- $0 + $14,637 related
- Deferred
- $0 + $107,120 related
- Nontaxable benefits
- $0 + $23,382 related
- Filer's total
- $0 + $947,309 related
-
AMY LELWICA MD
PHYSICIAN
- Total calculated
- $883,135
- From this org
- $822,133
- From related orgs
- $0
- Other
- $61,002
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $807,787
- Bonus
- $12,000
- Other
- $2,346
- Deferred
- $24,400
- Nontaxable benefits
- $36,602
- Filer's total
- $883,135
-
PAUL THOMPSON MD
PHYSICIAN
- Total calculated
- $834,900
- From this org
- $772,919
- From related orgs
- $0
- Other
- $61,981
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $756,739
- Bonus
- $12,000
- Other
- $4,180
- Deferred
- $24,400
- Nontaxable benefits
- $37,581
- Filer's total
- $834,900
-
MICHAEL CURRAN MD
PHYSICIAN
- Total calculated
- $827,567
- From this org
- $800,631
- From related orgs
- $0
- Other
- $26,936
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $782,849
- Bonus
- $12,000
- Other
- $5,782
- Deferred
- $24,400
- Nontaxable benefits
- $2,536
- Filer's total
- $827,567
-
PETER HENRY MD
CHIEF MEDICAL OFFICER THRU 6/22
- Total calculated
- $671,881
- From this org
- $239,408
- From related orgs
- $371,895
- Other
- $60,578
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $297,901 related
- Bonus
- $239,408
- Other
- $0 + $73,994 related
- Deferred
- $11,680 + $35,172 related
- Nontaxable benefits
- $662 + $13,064 related
- Filer's total
- $251,750 + $420,131 related
-
KEVIN BOREN
VICE PRESIDENT, FINANCE
- Total calculated
- $617,463
- From this org
- $0
- From related orgs
- $528,452
- Other
- $89,011
- Hours/week
- 1 + 59 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
-
MICHAEL LARSON
SENIOR VP, OPERATIONS THRU 6/23
- Total calculated
- $547,493
- From this org
- $0
- From related orgs
- $471,133
- Other
- $76,360
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $311,357 related
- Bonus
- $0 + $132,526 related
- Other
- $0 + $27,250 related
- Deferred
- $0 + $50,689 related
- Nontaxable benefits
- $0 + $25,671 related
- Filer's total
- $0 + $547,493 related
-
SANDY ZUTZ-WICZEK
ADMINISTRATOR
- Total calculated
- $285,447
- From this org
- $252,295
- From related orgs
- $0
- Other
- $33,152
- Hours/week
- 58 + 2 related
Schedule J breakdown matched by us
- Base
- $219,816
- Bonus
- $23,803
- Other
- $8,676
- Deferred
- $0
- Nontaxable benefits
- $33,152
- Filer's total
- $285,447
-
MELISSA MCKAY
REGIONAL NURSING DIRECTOR
- Total calculated
- $271,993
- From this org
- $0
- From related orgs
- $227,716
- Other
- $44,277
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $217,511 related
- Bonus
- $0 + $10,000 related
- Other
- $0 + $205 related
- Deferred
- $0 + $11,773 related
- Nontaxable benefits
- $0 + $32,504 related
- Filer's total
- $0 + $271,993 related
-
JOHN SPERRAZZA
SENIOR VP, OPERATIONS THRU 5/22
- Total calculated
- $211,772
- From this org
- $0
- From related orgs
- $207,200
- Other
- $4,572
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $128,275 related
- Bonus
- $0
- Other
- $0 + $78,925 related
- Deferred
- $0 + $4,016 related
- Nontaxable benefits
- $0 + $556 related
- Filer's total
- $0 + $211,772 related
-
WILLIAM PALMER
FORMER VICE PRESIDENT, OPERATIONS
- Total calculated
- $121,615
- From this org
- $103,114
- From related orgs
- $10,076
- Other
- $8,425
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $52,971 + $10,076 related
- Bonus
- $27,467
- Other
- $22,676
- Deferred
- $2,893
- Nontaxable benefits
- $5,532
- Filer's total
- $111,539 + $10,076 related
-
MARK RONNEI
BOARD CHAIR
- Total calculated
- $21,500
- From this org
- $0
- From related orgs
- $21,500
- Other
- $0
- Hours/week
- 2 + 7 related
-
GINNY KNUDSON
BOARD SECRETARY/TREASURER
- Total calculated
- $1,500
- From this org
- $0
- From related orgs
- $1,500
- Other
- $0
- Hours/week
- 2 + 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
- 1a · Housing allowance or residence for personal use
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 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 2022, OFFICER SANDY ZUTZ-WICZEK RECEIVED A HOUSING ALLOWANCE. THIS BENEFIT WAS TREATED AS TAXABLE COMPENSATION.
- PART I, LINE 3
- ESTABLISHING CEO'S COMPENSATION: ESSENTIA HEALTH, AS A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC'S ADMINISTRATOR'S COMPENSATION: A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
- PART I, LINES 4A-B
- SEVERANCE PAYMENT: KEY EMPLOYEE JOHN SPERRAZZA RECEIVED PAYMENTS TOTALING $72,504 IN CALENDAR YEAR 2022 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, SPERRAZZA RECEIVED ALL SEVERANCE PAYMENTS DURING CALENDAR YEAR 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. 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: PETER HENRY, MD $66,403 KEVIN BOREN $32,212 MICHAEL LARSON $20,200 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: KEVIN CASEY, MD $107,120 PETER HENRY, MD $22,946 KEVIN BOREN $24,669 MICHAEL LARSON $26,289
- PART I, LINE 8
- INITIAL CONTRACT EXCEPTION: ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC'S ADMINISTRATOR, SANDY ZUTZ-WICZEK, 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 AND 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
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.
-
BRAINERD LAKES INTEGRATED HEALTH SYSTEM
501(C)(3) · SUPPORTING ORG · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by INNOVIS HEALTH LLC
-
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 ST MARY'S DULUTH CLINIC HEALTH SYSTEM
-
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 INNOVIS HEALTH LLC
-
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 ST MARY'S DULUTH CLINIC HEALTH SYSTEM
-
501(C)(3) · HOSPITAL · MN · controlled entity
Directly controlled by ST MARY'S DULUTH CLINIC HEALTH SYSTEM
-
POLINSKY MEDICAL REHABILITATION CENTER
501(C)(3) · REHABILITATION SERVICES · MN · controlled entity
Directly controlled by ST MARY'S MEDICAL CENTER
-
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by ST MARY'S DULUTH CLINIC HEALTH SYSTEM
-
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by BRAINERD LAKES INTEGRATED HEALTH SYSTEM
-
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 INNOVIS HEALTH LLC
-
ST MARY'S HOSPITAL OF SUPERIOR
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by ST MARY'S MEDICAL CENTER
-
501(C)(3) · PHARMACY · MN · controlled entity
Directly controlled by INNOVIS HEALTH LLC
-
501(C)(3) · HOSPITAL · MN · controlled entity
Directly controlled by ST MARY'S DULUTH CLINIC HEALTH SYSTEM
-
ST MARY'S REGIONAL HEALTH CENTER
501(C)(3) · HOSPITAL/CLINIC/SKILLED NURSING FACILITY · MN · controlled entity
Directly controlled by INNOVIS HEALTH LLC
-
501(C)(3) · CLINIC · MN · controlled entity
Directly controlled by ST MARY'S DULUTH CLINIC HEALTH SYSTEM
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421299349303652
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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