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Nonprofiteer
← CATHOLIC HEALTH INITIATIVES-IOWA CORP

Form 990 for tax year 2024

Filed by CATHOLIC HEALTH INITIATIVES-IOWA CORP.

Totals

Total revenue
$1,048,590,516
Total expenses
$1,045,795,602
Contributions and grants received
$4,400,508
Grants paid
$8,217,761
Program services expenses (Part IX)
$971,998,473
Management and general expenses
$73,797,129
Fundraising expenses
$0
Program service expenses (Part III)
$971,998,473

Program services were 92.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ROBERT RITZ

    DIRECTOR; CEO MERCY HEALTH NETWORK

    Total calculated
    $2,471,013
    From this org
    $0
    From related orgs
    $2,416,873
    Other
    $54,140
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,322,575 related
    Bonus
    $0 + $725,980 related
    Other
    $0 + $368,318 related
    Deferred
    $0 + $20,425 related
    Nontaxable benefits
    $0 + $33,715 related
    Filer's total
    $0 + $2,471,013 related

  • MICHAEL WEGNER

    FORMER OFFICER

    Total calculated
    $1,653,467
    From this org
    $0
    From related orgs
    $1,198,272
    Other
    $455,195
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $16,232 related
    Bonus
    $0 + $202,370 related
    Other
    $0 + $979,670 related
    Deferred
    $0 + $452,451 related
    Nontaxable benefits
    $0 + $2,744 related
    Filer's total
    $0 + $1,653,467 related

  • HIJINIO CARREON DO

    FORMER KEY EMPLOYEE; CCO, MERCYONE

    Total calculated
    $1,182,624
    From this org
    $0
    From related orgs
    $1,091,878
    Other
    $90,746
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $736,938 related
    Bonus
    $0 + $255,762 related
    Other
    $0 + $99,178 related
    Deferred
    $0 + $52,491 related
    Nontaxable benefits
    $0 + $38,255 related
    Filer's total
    $0 + $1,182,624 related

  • ATUL CHAWLA MD

    CARDIOLOGIST

    Total calculated
    $970,720
    From this org
    $923,283
    From related orgs
    $0
    Other
    $47,437
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $919,965
    Bonus
    $0
    Other
    $3,318
    Deferred
    $20,425
    Nontaxable benefits
    $27,012
    Filer's total
    $970,720

  • MARK TANNENBAUM MD

    CARDIOLOGIST

    Total calculated
    $948,083
    From this org
    $895,879
    From related orgs
    $0
    Other
    $52,204
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $886,080
    Bonus
    $0
    Other
    $9,799
    Deferred
    $20,425
    Nontaxable benefits
    $31,779
    Filer's total
    $948,083

  • MARNIX VERHOFSTE MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $925,651
    From this org
    $882,212
    From related orgs
    $0
    Other
    $43,439
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $875,868
    Bonus
    $0
    Other
    $6,344
    Deferred
    $20,425
    Nontaxable benefits
    $23,014
    Filer's total
    $925,651

  • YUICHI ISHIDA MD

    CARDIOTHORACIC SURGEON

    Total calculated
    $923,541
    From this org
    $896,658
    From related orgs
    $0
    Other
    $26,883
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $895,811
    Bonus
    $0
    Other
    $847
    Deferred
    $16,675
    Nontaxable benefits
    $10,208
    Filer's total
    $923,541

  • MUDASSIR MALIK MD

    CARDIOLOGIST

    Total calculated
    $887,080
    From this org
    $833,076
    From related orgs
    $0
    Other
    $54,004
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $831,301
    Bonus
    $0
    Other
    $1,775
    Deferred
    $20,425
    Nontaxable benefits
    $33,579
    Filer's total
    $887,080

  • MICHAEL FRAIZER MD

    DIRECTOR; CARDIOLOGIST

    Total calculated
    $750,860
    From this org
    $698,220
    From related orgs
    $0
    Other
    $52,640
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $696,445
    Bonus
    $0
    Other
    $1,775
    Deferred
    $20,425
    Nontaxable benefits
    $32,215
    Filer's total
    $750,860

  • NEIL HORNING MD

    DIR; SEC;PULMONOLOGIST CRITICAL CARE

    Total calculated
    $666,310
    From this org
    $619,064
    From related orgs
    $0
    Other
    $47,246
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $567,072
    Bonus
    $50,000
    Other
    $1,992
    Deferred
    $20,425
    Nontaxable benefits
    $26,821
    Filer's total
    $666,310

  • VANESSA FREITAG

    DIRECTOR; CHIEF OPERATING OFFICER

    Total calculated
    $626,404
    From this org
    $0
    From related orgs
    $526,825
    Other
    $99,579
    Hours/week
    47 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $362,844 related
    Bonus
    $0 + $74,525 related
    Other
    $0 + $89,456 related
    Deferred
    $0 + $71,997 related
    Nontaxable benefits
    $0 + $27,582 related
    Filer's total
    $0 + $626,404 related

  • ERIN NETTELAND-SANDVIG DO

    DIRECTOR; PHYSICIAN FAMILY MEDICINE

    Total calculated
    $602,960
    From this org
    $552,875
    From related orgs
    $0
    Other
    $50,085
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $522,048
    Bonus
    $29,549
    Other
    $1,278
    Deferred
    $20,425
    Nontaxable benefits
    $29,660
    Filer's total
    $602,960

  • JODIE ROETTGER

    FORMER OFFICER

    Total calculated
    $459,251
    From this org
    $0
    From related orgs
    $428,790
    Other
    $30,461
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $8,323 related
    Bonus
    $0 + $50,800 related
    Other
    $0 + $369,667 related
    Deferred
    $0 + $18,398 related
    Nontaxable benefits
    $0 + $12,063 related
    Filer's total
    $0 + $459,251 related

  • DENNIS SZURKUS MD

    CHIEF MEDICAL OFFICER

    Total calculated
    $415,326
    From this org
    $0
    From related orgs
    $383,556
    Other
    $31,770
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $260,770 related
    Bonus
    $0
    Other
    $0 + $122,786 related
    Deferred
    $0 + $11,538 related
    Nontaxable benefits
    $0 + $20,232 related
    Filer's total
    $0 + $415,326 related

  • STEPHEN NOWAK DO

    DIRECTOR; PHYSICIAN FAMILY MEDICINE

    Total calculated
    $62,033
    From this org
    $62,033
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 19 related

  • THERESA MCCONEGHEY

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • EMILY ABBAS

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRIAN JOHNSON

    DIRECTOR; TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PATRICIA MCDERMOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • TIMOTHY MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRISTOPHER NELSON PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MAURITA SOUKUP RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • TERRI DONOVAN PD BY MGMT CO

    INTERIM VP FINANCE & CFO, MERCYONE

    Total calculated
    $0
    Hours/week
    1 + 49 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

  • 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
MERCYONE DES MOINES IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. MERCYONE DES MOINES' CHIEF OPERATING OFFICER IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF MERCYONE DES MOINES' CHIEF OPERATING OFFICER: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINES 4A-B
THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS IN CALENDAR 2024. THESE AMOUNTS ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JODIE ROETTGER - $357,966 MICHAEL WEGNER - $827,852 IN ADDITION, COLUMN C OF SCHEDULE J, PART II INCLUDES THE FOLLOWING SEVERANCE AMOUNTS, WHICH WERE UNPAID AS OF 12/31/24: JODIE ROETTGER - $14,262 (PAID IN 2025) MICHAEL WEGNER - $441,521 (PAID IN 2025) THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2024. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2024, AND THEIR NON-VESTED BENEFITS FOR 2024 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2024 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: HIJINIO CARREON, DO - $89,610 ROBERT RITZ - $324,571 MICHAEL WEGNER - $147,715 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2024 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: HIJINIO CARREON, DO - $35,816 VANESSA FREITAG - $55,778 THE FOLLOWING IS A PARTICIPANT IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($345,000 FOR 2024). THE FOLLOWING PAYOUT FOR 2024 FOR THIS PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: JODIE ROETTGER - $4,801

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.

Provenance

Return type
form_990
Tax year
2024
Filed
11 May 2026
IRS schema version
2024v5.5
Source object
202621319349304757

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

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