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Nonprofiteer
← ALEGENT CREIGHTON HEALTH

Form 990 for tax year 2022

Filed by ALEGENT CREIGHTON HEALTH.

Totals

Total revenue
$510,743,051
Total expenses
$500,282,312
Contributions and grants received
$12,407,337
Grants paid
$161,311
Program service revenue
$335,332,787
Investment income
$6,807,904
Other revenue
$156,195,023
Total assets, end of year
$962,759,089
Total liabilities, end of year
$437,691,322
Net assets or fund balances, end of year
$525,067,767
Program services expenses (Part IX)
$476,336,402
Management and general expenses
$23,945,910
Fundraising expenses
$0
Program service expenses (Part III)
$476,336,402

Program services were 95.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN PETERSDORF

    BOARD MEMBER

    Total calculated
    $3,026,445
    From this org
    $0
    From related orgs
    $2,349,200
    Other
    $677,245
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $596,879 related
    Bonus
    $0 + $497,099 related
    Other
    $0 + $1,255,222 related
    Deferred
    $0 + $611,834 related
    Nontaxable benefits
    $0 + $65,411 related
    Filer's total
    $0 + $3,026,445 related

  • EVERT KUIPER

    EX-OFFICIO BM/ PRESIDENT & CEO CHI HEALTH

    Total calculated
    $1,303,984
    From this org
    $0
    From related orgs
    $1,274,593
    Other
    $29,391
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $891,215 related
    Bonus
    $0 + $275,000 related
    Other
    $0 + $108,378 related
    Deferred
    $0 + $3,276 related
    Nontaxable benefits
    $0 + $26,115 related
    Filer's total
    $0 + $1,303,984 related

  • JEANETTE WOJTALEWICZ

    CFO, CHI HEALTH (TERMED 1/6/23)

    Total calculated
    $1,223,121
    From this org
    $1,168,841
    From related orgs
    $0
    Other
    $54,280
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $649,549
    Bonus
    $463,014
    Other
    $56,278
    Deferred
    $17,750
    Nontaxable benefits
    $36,530
    Filer's total
    $1,223,121

  • KATHY BRESSLER

    DIV SVP COO (TERMED 1/12/22)

    Total calculated
    $1,171,232
    From this org
    $1,160,975
    From related orgs
    $0
    Other
    $10,257
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $58,708
    Bonus
    $0
    Other
    $1,102,267
    Deferred
    $9,024
    Nontaxable benefits
    $1,233
    Filer's total
    $1,171,232

  • JAYLEEN CASANO

    PRESIDENT CUMC-BERGAN MERCY (TERMED 3/4/23)

    Total calculated
    $890,021
    From this org
    $815,583
    From related orgs
    $0
    Other
    $74,438
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $463,191
    Bonus
    $312,503
    Other
    $39,889
    Deferred
    $59,775
    Nontaxable benefits
    $14,663
    Filer's total
    $890,021

  • ANN SCHUMACHER

    PRESIDENT IMC

    Total calculated
    $888,536
    From this org
    $847,252
    From related orgs
    $0
    Other
    $41,284
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $509,265
    Bonus
    $307,313
    Other
    $30,674
    Deferred
    $17,750
    Nontaxable benefits
    $23,534
    Filer's total
    $888,536

  • CARY WARD MD

    CHI HEALTH SVP CMO

    Total calculated
    $726,541
    From this org
    $681,233
    From related orgs
    $0
    Other
    $45,308
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $558,482
    Bonus
    $117,207
    Other
    $5,544
    Deferred
    $17,750
    Nontaxable benefits
    $27,558
    Filer's total
    $726,541

  • KEVIN MILLER

    PRESIDENT - LKS & MDL HOSPITAL

    Total calculated
    $623,752
    From this org
    $576,695
    From related orgs
    $0
    Other
    $47,057
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $422,021
    Bonus
    $98,924
    Other
    $55,750
    Deferred
    $18,174
    Nontaxable benefits
    $28,883
    Filer's total
    $623,752

  • DEREK VANCE

    PRESIDENT ST. ELIZABETH (TERMED 3/28/23)

    Total calculated
    $581,007
    From this org
    $507,821
    From related orgs
    $0
    Other
    $73,186
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $392,621
    Bonus
    $95,116
    Other
    $20,084
    Deferred
    $37,983
    Nontaxable benefits
    $35,203
    Filer's total
    $581,007

  • SEAN HANSEN MD

    PHYSICIAN INTERNAL MEDICINE

    Total calculated
    $575,196
    From this org
    $220,043
    From related orgs
    $310,664
    Other
    $44,489
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $220,043 + $306,337 related
    Bonus
    $0
    Other
    $0 + $4,327 related
    Deferred
    $0 + $17,750 related
    Nontaxable benefits
    $4,765 + $21,974 related
    Filer's total
    $224,808 + $350,388 related

  • STEVE HOUSTON

    SVP STRATEGY & BUSINESS DEVELOPMENT

    Total calculated
    $506,772
    From this org
    $461,464
    From related orgs
    $0
    Other
    $45,308
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $376,120
    Bonus
    $79,800
    Other
    $5,544
    Deferred
    $17,425
    Nontaxable benefits
    $27,883
    Filer's total
    $506,772

  • AARON AUSTIN

    SVP HR CHI HEALTH

    Total calculated
    $460,988
    From this org
    $423,097
    From related orgs
    $0
    Other
    $37,891
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $345,088
    Bonus
    $72,941
    Other
    $5,068
    Deferred
    $16,791
    Nontaxable benefits
    $21,100
    Filer's total
    $460,988

  • KIRTIBALA GUPTA MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $440,317
    From this org
    $0
    From related orgs
    $396,003
    Other
    $44,314
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,104 related
    Bonus
    $0
    Other
    $0 + $1,899 related
    Deferred
    $0 + $17,575 related
    Nontaxable benefits
    $0 + $26,739 related
    Filer's total
    $0 + $440,317 related

  • JULIE GOEBEL

    DIV SVP COO

    Total calculated
    $386,593
    From this org
    $365,482
    From related orgs
    $0
    Other
    $21,111
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $290,611
    Bonus
    $45,000
    Other
    $29,871
    Deferred
    $810
    Nontaxable benefits
    $20,301
    Filer's total
    $386,593

  • HEATHER MORGAN MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $329,219
    From this org
    $0
    From related orgs
    $278,612
    Other
    $50,607
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,757 related
    Bonus
    $0
    Other
    $0 + $855 related
    Deferred
    $0 + $16,557 related
    Nontaxable benefits
    $0 + $34,050 related
    Filer's total
    $0 + $329,219 related

  • NICK OTOOL

    INTERIM CFO CHI HEALTH

    Total calculated
    $304,710
    From this org
    $257,678
    From related orgs
    $0
    Other
    $47,032
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $207,354
    Bonus
    $49,872
    Other
    $452
    Deferred
    $16,380
    Nontaxable benefits
    $30,652
    Filer's total
    $304,710

  • GREGORY BECKMANN

    PRESIDENT-PLAINVIEW HOSPITAL (TERMED 3/28/23)

    Total calculated
    $246,664
    From this org
    $204,039
    From related orgs
    $0
    Other
    $42,625
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $156,014
    Bonus
    $39,365
    Other
    $8,660
    Deferred
    $12,234
    Nontaxable benefits
    $30,391
    Filer's total
    $246,664

  • SUSANNE L HRUZA MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • SISTER MAURITA SOUKUP

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • BILL YATES

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • SISTER NADINE HEIMANN OSF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • MARDELL WILSON EDD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • KENT BARNEY

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • KELLY BACON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • KEVIN FITZGERALD PHD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • LG SEARCEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • DAVE TAYLOR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 11 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
DURING THE CALENDAR YEAR 2022, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH USED THE FOLLOWING TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. COMPENSATION FOR THE OTHER OFFICERS OF ALEGENT CREIGHTON HEALTH WAS ESTABLISHED BY THE CHI HEALTH CEO AND HUMAN RESOURCES DIRECTOR USING THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION: (1) COMPENSATION SURVEYS OR STUDIES (2) INDEPENDENT COMPENSATION CONSULTANT AND (3) APPROVAL BY THE BOARD COMPENSATION COMMITTEE.
PART I, LINE 4A:
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. THE FOLLOWING REPORTABLE INDIVIDUAL RECEIVED SEVERANCE PAYMENTS DURING THE 2022 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUAL'S W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III): KATHY BRESSLER, $1,101,840.
PART I, LINE 4B:
DURING THE 2022 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2022 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: KEVIN MILLER, $29,582; DEREK VANCE, $18,758; JAYLEEN CASANO, $37,957. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2022 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2022, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: JEANETTE WOJTALEWICZ, $50,733; ANN SCHUMACHER, $25,055; GREGORY BECKMANN, $8,353; KEVIN MILLER, $20,623. CERTAIN LISTED PERSONS EMPLOYED BY DIGNITY HEALTH PARTICIPATE IN THE DIGNITY HEALTH EXCESS BENEFIT PLAN, A NONQUALIFIED SUPPLEMENTAL BENEFIT PLAN LIMITED TO PARTICIPANTS IN THE DIGNITY HEALTH RETIREMENT PLAN WHOSE BENEFITS ARE AFFECTED BY THE LIMITATIONS IMPOSED BY SECTIONS 401(A)(17) AND 415 OF THE INTERNAL REVENUE CODE. BENEFIT SERVICE UNDER THIS PLAN WAS FROZEN AS OF JANUARY 1, 2008. CERTAIN LISTED PERSONS EMPLOYED BY DIGNITY HEALTH ARE ELIGIBLE TO PARTICIPATE IN NON-QUALIFIED 457(F) PLANS THAT ARE SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE, AS REQUIRED BY THE IRS. THE 2007 EXECUTIVE DEFERRED COMPENSATION PLAN IS FOR EXECUTIVES HIRED PRIOR TO JUNE 30, 2006. THE BENEFIT IS INTENDED TO BRIDGE THE DIFFERENCE, IF ANY, BETWEEN THE BENEFIT PROVIDED UNDER THE DIGNITY HEALTH EXCESS BENEFIT PLAN HAD BENEFIT SERVICE NOT BEEN FROZEN AT JANUARY 1, 2008, AND THE BENEFITS PROVIDED FROM ALL OTHER QUALIFIED AND NON-QUALIFIED PLANS. BENEFITS VEST UNDER THIS 457(F) PLAN AT THE LATER OF THE DATE THE PARTICIPANT ATTAINS AGE 62 OR IS CREDITED WITH 15 YEARS OF SERVICE. THE 2010 EXECUTIVE DEFERRED COMPENSATION PLAN IS FOR CERTAIN OFFICERS AND KEY EMPLOYEES, PRIMARILY THOSE WHO ARE NOT ELIGIBLE TO PARTICIPATE IN THE DIGNITY HEALTH EXCESS BENEFIT PLAN OR THE 2007 EXECUTIVE DEFERRED COMPENSATION PLAN DESCRIBED ABOVE. THIS BENEFIT PROVIDES AN ANNUAL ACCRUAL OF 10% OF TOTAL COMPENSATION AND IS PAYABLE ANNUALLY ON JULY 1 ONCE VESTED, WHICH IS AGE 62 WITH 5 YEARS OF SERVICE. THE PLAN ALSO ALLOWS FOR SPECIAL AWARDS. PAYMENTS PURSUANT TO THE PLAN ARRANGEMENTS FOR CERTAIN EMPLOYEES OCCURRED DURING 2022 AND INCLUDE J. PETERSDORF, $1,242,454. CERTAIN LISTED PERSONS EMPLOYED BY DIGNITY HEALTH PARTICIPATE IN THE DIGNITY HEALTH SUPPLEMENTAL EXECUTIVE RETENTION/RETIREMENT PLAN, A NONQUALIFIED SUPPLEMENTAL BENEFIT PLAN WHICH IN 2002 WAS OFFERED TO MEMBERS OF THE EXECUTIVE MANAGEMENT TEAM BY THE DIGNITY HEALTH BOARD OF DIRECTORS AND WOULD BE PAID ONLY IF THE EXECUTIVES STAYED WITH THE ORGANIZATION FOR A SPECIFIED NUMBER OF YEARS AS THE PRIMARY PURPOSE OF THIS PLAN IS TO PROVIDE FOR THE RETENTION AND RETIREMENT OF THE PARTICIPANTS. THE EXECUTIVE MANAGEMENT TEAM IS RECRUITED FROM STABLE CAREERS IN ORGANIZATIONS FROM ACROSS THE COUNTRY AND FROM VARIOUS INDUSTRIES. DUTIES ARE BOTH EXTENSIVE AND COMPLEX AND REQUIRE SUBSTANTIAL AND DIVERSE EXPERIENCE AND SKILL SETS TO EXECUTE THEIR ROLES SUCCESSFULLY. THE CALCULATION FOR THE PAYMENTS TO EACH EXECUTIVE ARE BASED ON THE VALUE OF A FINAL AVERAGE PAY ANNUITY BENEFIT BASED ON RETIREMENT AGE AND SERVICE YEARS TO THE ORGANIZATION. DISTRIBUTION OCCURS EACH JULY 1 IF THE PLAN FORMULA WARRANTS A PAYMENT. NO PAYMENTS PURSUANT TO THE PLAN ARRANGEMENT OCCURRED DURING 2022.
PART II:
ALEGENT CREIGHTON HEALTH FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2022.

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.

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
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202431319349303908

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