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Nonprofiteer
← BRAINERD MEDICAL CENTER INC

Form 990 for tax year 2022

Filed by BRAINERD MEDICAL CENTER INC.

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.

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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