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Nonprofiteer
← COLUMBIA LUTHERAN CHARITIES

Form 990 for tax year 2023

Filed by COLUMBIA LUTHERAN CHARITIES.

Totals

Total revenue
$213,042,412
Total expenses
$192,445,691
Contributions and grants received
$3,527,466
Grants paid
$60,451
Program services expenses (Part IX)
$146,143,479
Management and general expenses
$45,748,921
Fundraising expenses
$553,291
Program service expenses (Part III)
$146,143,479

Program services were 75.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBBERT HOLLAND MD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • MIKE AUTIO

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • DAVE NYGAARD

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • JAMES HEILMAN MD

    QUALITY OVERSIGHT COMMITTE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • BILL LANDWEHR

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • DOUG KAUP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • HEATHER SEPPA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JEAN DANFORTH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MARK SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MATT PHILLIPS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • NANCY MCALLISTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PAUL HAINES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • QURATULAIN DURRANI MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ERIK THORSEN

    CEO

    Total calculated
    $854,520
    From this org
    $804,969
    From related orgs
    $0
    Other
    $49,551
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $517,293
    Bonus
    $111,426
    Other
    $176,250
    Deferred
    $23,452
    Nontaxable benefits
    $26,099
    Filer's total
    $854,520

  • NICOLE WILLIAMS

    COO

    Total calculated
    $436,222
    From this org
    $380,815
    From related orgs
    $0
    Other
    $55,407
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $293,752
    Bonus
    $31,743
    Other
    $55,320
    Deferred
    $26,084
    Nontaxable benefits
    $29,323
    Filer's total
    $436,222

  • JARROD KARNOFSKI

    VP - ANCILLARY SERVICES

    Total calculated
    $341,524
    From this org
    $291,895
    From related orgs
    $0
    Other
    $49,629
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $216,664
    Bonus
    $20,423
    Other
    $54,808
    Deferred
    $23,460
    Nontaxable benefits
    $26,169
    Filer's total
    $341,524

  • CHRISTOPHER LAMAN

    VP - STRATEGY

    Total calculated
    $331,810
    From this org
    $286,382
    From related orgs
    $0
    Other
    $45,428
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $224,290
    Bonus
    $20,910
    Other
    $41,182
    Deferred
    $19,260
    Nontaxable benefits
    $26,168
    Filer's total
    $331,810

  • JUDY GEIGER

    VP - PATIENT CARE

    Total calculated
    $293,043
    From this org
    $264,225
    From related orgs
    $0
    Other
    $28,818
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,988
    Bonus
    $22,657
    Other
    $31,580
    Deferred
    $18,088
    Nontaxable benefits
    $10,730
    Filer's total
    $293,043

  • NICOLE PEREZ

    VP - HEALTH INFORMATION SERVICES

    Total calculated
    $280,984
    From this org
    $237,465
    From related orgs
    $0
    Other
    $43,519
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,280
    Bonus
    $14,988
    Other
    $13,197
    Deferred
    $17,407
    Nontaxable benefits
    $26,112
    Filer's total
    $280,984

  • BRANDON PARKER

    CFO

    Total calculated
    $258,213
    From this org
    $234,662
    From related orgs
    $0
    Other
    $23,551
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $191,927
    Bonus
    $36,234
    Other
    $6,501
    Deferred
    $0
    Nontaxable benefits
    $23,551
    Filer's total
    $258,213

  • DAVID LEIBEL

    PHYSICIAN

    Total calculated
    $327,043
    From this org
    $293,605
    From related orgs
    $0
    Other
    $33,438
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,767
    Bonus
    $3,560
    Other
    $40,278
    Deferred
    $23,498
    Nontaxable benefits
    $9,940
    Filer's total
    $327,043

  • JEFFREY CHOW

    MANAGER - OP PHARMACY

    Total calculated
    $249,179
    From this org
    $207,399
    From related orgs
    $0
    Other
    $41,780
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $177,921
    Bonus
    $16,579
    Other
    $12,899
    Deferred
    $15,953
    Nontaxable benefits
    $25,827
    Filer's total
    $249,179

  • AMY MCKELVEY

    MANAGER - PHARMACY

    Total calculated
    $244,946
    From this org
    $218,382
    From related orgs
    $0
    Other
    $26,564
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,684
    Bonus
    $12,760
    Other
    $23,938
    Deferred
    $15,273
    Nontaxable benefits
    $11,291
    Filer's total
    $244,946

  • JEANETTE SCHACHER

    DIRECTOR - MEDICAL GROUP

    Total calculated
    $244,491
    From this org
    $203,442
    From related orgs
    $0
    Other
    $41,049
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,319
    Bonus
    $20,531
    Other
    $30,592
    Deferred
    $14,741
    Nontaxable benefits
    $26,308
    Filer's total
    $244,491

  • BENJAMIN KIEFER

    PHARMACIST

    Total calculated
    $239,932
    From this org
    $198,240
    From related orgs
    $0
    Other
    $41,692
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,420
    Bonus
    $525
    Other
    $16,295
    Deferred
    $16,374
    Nontaxable benefits
    $25,318
    Filer's total
    $239,932

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 · Discretionary spending account
  • 1a · Health or social club dues or initiation fees
  • 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
  • 6a · Pay contingent on this organization's net earnings

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
  • 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
DISCRETIONARY SPENDING ACCOUNT: BASED ON SIGNED EMPLOYMENT CONTRACTS, COLUMBIA MEMORIAL HOSPITAL PAID ONE LUMP SUM PAYMENT ON THE FIRST PAY-PERIOD OF EACH YEAR TO COVER DISCRETIONARY EXPENSE OF ERIK THORSEN, CEO, ($2,500), IN ADDITION, COLUMBIA MEMORIAL HOSPITAL PAID $609.78 PER MONTH TO COVER THE CEO CAR, ($609.78/MONTH - $7,317.36 ANNUALLY). THE CAR IS ONLY USED FOR BUSINESS PURPOSE AND NOT INCLUDED IN TAXABLE INCOME. AMOUNTS FOR THE DISCRETIONARY SPENDING ACCOUNT ARE INCLUDED IN TAXABLE INCOME. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: BASED ON SIGNED EMPLOYMENT CONTRACTS, COLUMBIA MEMORIAL HOSPITAL REIMBURSED MONTHLY COUNTRY CLUB MEMBERSHIP DUES FOR ERIK THORSEN, CEO ($365/MONTH FROM JANURARY TO JUNE AND $375/MONTH FROM JULY TO DECEMBER - $4,440 ANNUALLY) AND ROTARY CLUB DUES FOR ERIK THORSEN, CEO, OF $200 QUARTERLY ($800 ANNUALLY). THESE EXPENSES WERE SUBMITTED ON MONTHLY EXPENSE REPORTS OR DIRECT INVOICES FROM THE CLUB AND WERE REVIEWED AND APPROVED IN ACCORDANCE WITH THE ORGANIZATION'S FINANCIAL AUTHORITY POLICY AND BUSINESS EXPENSE POLICY.
PART I, LINE 3
COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE: COMPENSATION OF ALL OFFICERS IS REVIEWED WITH COMPARABILITY DATA BY A THIRD PARTY CONSULTANT. THE RESULTS OF THE STUDY ARE REVIEWED AND DISCUSSED AT THE BOARD OF TRUSTEES MEETING.
PART I, LINE 4B
ERIK THORSEN, CEO IS PARTICIPATING IN A 457(F) PLAN WHICH STARTED IN 2015. COLUMBIA MEMORIAL HOSPITAL CONTRIBUTED $70,356 TO THIS PLAN IN 2023. CONTRIBUTIONS ARE MADE THROUGHOUT THE YEAR AND DISTRIBUTED AT THE BEGINNING OF THE FOLLOWING YEAR. THE DISTRIBUTION IS INCLUDED IN TAXABLE INCOME.
PART I, LINE 6
MANAGEMENT BONUSES ARE CONTINGENT ON THE NET EARNINGS OF THE ORGANIZATION.

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

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
2023
Filed
30 September 2024
IRS schema version
2023v5.1
Source object
202422749349301542

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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