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Nonprofiteer
← SSM HEALTH CARE OF WISCONSIN INC

Form 990 for tax year 2023

Filed by SSM HEALTH CARE OF WISCONSIN INC.

Totals

Total revenue
$830,633,830
Total expenses
$751,943,258
Contributions and grants received
$2,981,417
Grants paid
$1,288,405
Program service revenue
$800,443,910
Investment income
$3,196,572
Other revenue
$24,011,931
Total assets, end of year
$559,104,700
Total liabilities, end of year
$58,622,192
Net assets or fund balances, end of year
$500,482,508
Program services expenses (Part IX)
$671,013,639
Management and general expenses
$80,926,000
Fundraising expenses
$3,619
Program service expenses (Part III)
$671,013,639

Program services were 89.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,813,876

  • 1e · Government grants (contributions)

    $1,167,541

  • 2a · Program service revenue: NET PATIENT SERVICE RE

    total $747,032,604 · related or exempt $747,032,604

  • 2b · Program service revenue: CORPORATE FEES

    total $51,417,844 · related or exempt $51,417,844

  • 2c · Program service revenue: CHILD CARE SERVICES

    total $1,320,287 · unrelated business $1,320,287

  • 2d · Program service revenue: MANAGEMENT FEES

    total $665,715 · related or exempt $665,715

  • 2f · All other program service revenue

    total $7,460 · related or exempt $7,460

  • 3 · Investment income

    total $8,187,015 · excluded $8,187,015

  • 6a · Gross rents

    real property $445,581

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $445,581

  • 6d · Net rental income or loss

    total $445,581 · excluded $445,581

  • 7a · Gross sales of assets other than inventory

    securities $5,399,919

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $10,390,362

  • 7c · Gain or loss

    securities $5,399,919 · other assets -$10,390,362

  • 7d · Net gain or loss

    total -$4,990,443 · excluded -$4,990,443

  • 11a · Other revenue: JOINT VENTURE REVENUE

    total $12,028,388 · excluded $12,028,388

  • 11b · Other revenue: LABORATORY

    total $8,619,576 · unrelated business $8,619,576

  • 11c · Other revenue: CAFETERIA REVENUE

    total $2,918,386 · excluded $2,918,386

  • 11e · Other revenue, total

    $23,566,350

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,265,349 · program services $1,265,349

  • 2 · Grants to domestic individuals

    total $23,056 · program services $23,056

  • 5 · Compensation of officers, directors and key employees

    total $4,573,949 · program services $4,356,686 · management and general $217,263

  • 6 · Compensation of disqualified persons

    total $215,068 · program services $204,852 · management and general $10,216

  • 7 · Other salaries and wages

    total $212,039,311 · program services $201,963,500 · management and general $10,075,811

  • 8 · Pension plan contributions

    total $11,323,619 · program services $10,785,543 · management and general $538,076

  • 9 · Other employee benefits

    total $34,269,076 · program services $32,640,676 · management and general $1,628,400

  • 10 · Payroll taxes

    total $16,043,881 · program services $15,281,507 · management and general $762,374

  • 11a · Fees: management

    total $5,330,254 · program services $2,541,644 · management and general $2,788,610

  • 11b · Fees: legal

    total $645,545 · program services $210 · management and general $645,335

  • 11c · Fees: accounting

    total $3,800 · program services $3,800

  • 11g · Fees: other

    total $101,243,902 · program services $95,644,751 · management and general $5,599,151

  • 12 · Advertising and promotion

    total $39,009 · program services $25,587 · management and general $13,422

  • 13 · Office expenses

    total $10,632,850 · program services $10,019,902 · management and general $612,948

  • 14 · Information technology

    total $21,436,048 · program services $21,382,652 · management and general $53,396

  • 16 · Occupancy

    total $10,945,912 · program services $10,331,863 · management and general $614,049

  • 17 · Travel

    total $361,260 · program services $207,909 · management and general $153,351

  • 19 · Conferences, conventions and meetings

    total $93,095 · program services $93,095

  • 21 · Payments to affiliates

    total $57,773,342 · program services $7,280,914 · management and general $50,492,428

  • 22 · Depreciation, depletion and amortization

    total $22,862,776 · program services $22,218,632 · management and general $640,525 · fundraising $3,619

  • 23 · Insurance

    total $109,210,237 · program services $104,095,676 · management and general $5,114,561

  • 24a · Other expenses: MEDICAL SUPPLIES AND EQ

    total $113,772,657 · program services $113,501,054 · management and general $271,603

  • 24b · Other expenses: TAXES

    total $14,985,576 · program services $14,840,084 · management and general $145,492

  • 24c · Other expenses: BANK FEES

    total $1,522,740 · program services $1,492,765 · management and general $29,975

  • 24d · Other expenses: LICENSES, DUES, SUBSCRI

    total $1,330,946 · program services $811,932 · management and general $519,014

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $674,405 · end of year $1,044,730

  • 2 · Savings and temporary cash investments

    beginning of year $229,235 · end of year $234,853

  • 4 · Accounts receivable

    beginning of year $117,112,627 · end of year $125,813,966

  • 8 · Inventories for sale or use

    beginning of year $8,522,258 · end of year $7,348,656

  • 9 · Prepaid expenses and deferred charges

    beginning of year $521,386 · end of year $968,964

  • 10a · Land, buildings and equipment: cost or other basis

    $715,119,284

  • 10b · Land, buildings and equipment: accumulated depreciation

    $510,920,712

  • 10c · Land, buildings and equipment, net

    beginning of year $213,119,693 · end of year $204,198,572

  • 12 · Investments: other securities

    beginning of year $453,593,601

  • 13 · Investments: program-related

    beginning of year $30,251,529 · end of year $127,593,853

  • 14 · Intangible assets

    beginning of year $117,980 · end of year $41,578

  • 15 · Other assets

    beginning of year $318,888,104 · end of year $91,859,528

  • 17 · Accounts payable and accrued expenses

    beginning of year $58,996,608 · end of year $50,978,125

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $31,219

  • 25 · Other liabilities

    beginning of year $281,937,413 · end of year $7,612,848

  • 27 · Net assets without donor restrictions

    beginning of year $787,066,234 · end of year $481,844,420

  • 28 · Net assets with donor restrictions

    beginning of year $15,030,563 · end of year $18,638,088

Mission and programs · 2023

Mission

THROUGH OUR EXCEPTIONAL HEALTH CARE SERVICES, WE REVEAL THE HEALING PRESENCE OF GOD.

Activities or mission (Part I)

PART OF AN INTEGRATED NETWORK PROVIDING HEALTH CARE IN SOUTH CENTRAL WISCONSIN OPERATING THREE HOSPITALS AND TWO SKILLED NURSING FACILITIES.

  • SINCE IT WAS FOUNDED IN 1872 BY CATHOLIC SISTERS, SSM HEALTH (SSMH) HAS EXISTED TO MEET THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES. SSMH IS A CATHOLIC, NOT-FOR-PROFIT HEALTH SYSTEM SERVING THE COMPREHENSIVE HEALTH NEEDS OF COMMUNITIES ACROSS THE MIDWEST THROUGH ONE OF THE LARGEST INTEGRATED DELIVERY SYSTEMS IN THE NATION. WITH CARE DELIVERY SITES IN ILLINOIS, MISSOURI, OKLAHOMA, AND WISCONSIN, SSMH INCLUDES 23 ACUTE CARE HOSPITALS, ONE CHILDREN'S HOSPITAL, MORE THAN 650 PHYSICIAN OFFICES AND OTHER OUTPATIENT AND VIRTUAL CARE SERVICES, 12 POST-ACUTE FACILITIES, COMPREHENSIVE HOME CARE AND HOSPICE SERVICES, A PHARMACY BENEFIT COMPANY, AND AN ACCOUNTABLE CARE ORGANIZATION. THE HEALTH SYSTEM EMPLOYS NEARLY 40,000 PEOPLE AND IS AFFILIATED WITH 13,900 PHYSICIANS MAKING IT ONE OF THE LARGEST EMPLOYERS IN EVERY COMMUNITY IT SERVES. IN THE TRADITION OF ITS FOUNDING SISTERS, SSMH STRIVES TO FULFILL ITS MISSION BY PROVIDING EXCEPTIONAL HEALTH CARE TO EVERYONE WHO COMES TO ITS HOSPITALS, REGARDLESS OF THEIR ABILITY TO PAY. ABOUT SSM HEALTH CARE OF WISCONSIN:SSM HEALTH CARE OF WISCONSIN PROVIDES HEALTH CARE SERVICES AT THREE WHOLLY-OWNED ACUTE CARE HOSPITALS, SSM HEALTH ST. MARY'S HOSPITAL - MADISON, SSM HEALTH ST. CLARE HOSPITAL - BARABOO AND SSM HEALTH ST. MARY'S HOSPITAL - JANESVILLE, AS WELL AS AT TWO NURSING HOMES SSM HEALTH ST. MARY'S CARE CENTER IN MADISON AND SSM HEALTH ST. CLARE MEADOWS CARE CENTER IN BARABOO. SSM HEALTH CARE OF WISCONSIN, INCLUDING ITS THREE WHOLLY OWNED HOSPITALS AND TWO NURSING HOMES, EARNED WISCONSIN'S HIGHEST RECOGNITION OF QUALITY BUSINESS PRACTICES IN 2013: THE EXCELLENCE LEVEL OF THE WISCONSIN FORWARD AWARD. THE HONOR REMAINS IN EFFECT FOR FIVE YEARS. SSM HEALTH CARE OF WISCONSIN, IN PARTNERSHIP WITH SSM HEALTH DEAN MEDICAL GROUP, ALSO EARNED RECOGNITION AS A FINALIST FOR ORTHOSERVICELINE.COM'S ORTHO TRANSFORMATION AWARD. THE AWARD HIGHLIGHTED THE STEADY STRIDES JOINT REPLACEMENT PROGRAM WHICH IS AVAILABLE AT ALL THREE ACUTE CARE HOSPITALS. SSM HEALTH ST. MARY'S HOSPITAL MADISON IS A 440-BED TERTIARY REFERRAL HOSPITAL OFFERING INPATIENT AND OUTPATIENT TREATMENT AND DIAGNOSTIC SERVICES IN PRIMARY CARE AND NEARLY ALL SPECIALTIES. THE CAMPUS INCLUDES AN OUTPATIENT SURGERY CENTER AND AN EMPLOYEE CHILD CARE CENTER. ST. MARY'S ALSO OPERATES AN OFF-SITE ADULT DAY HEALTH CENTER, IS OWNER OF A HOME HEALTH CARE ORGANIZATION, AND IS AFFILIATED WITH THE SSM HEALTH ST. MARY'S CARE CENTER (A SKILLED NURSING FACILITY) ON MADISON'S SOUTHWEST SIDE. ST. MARY'S HOSPITAL IN PARTNERSHIP WITH SSM HEALTH DEAN MEDICAL GROUP HAS CHOSEN TO PARTICIPATE IN A MEDICARE ACCOUNTABLE CARE ORGANIZATION PROGRAM. ST. MARY'S HOSPITAL OFFERS A FULL RANGE OF INPATIENT AND OUTPATIENT TREATMENT AND DIAGNOSTIC SERVICES IN PRIMARY CARE AND NEARLY ALL SPECIALTIES. ST. MARY'S WAS ALSO REDESIGNATED AS A MAGNET HOSPITAL IN 2017 AND HAS PREVIOUSLY ATTAINED ELITE STATUS AS WELL. MAGNET HOSPITALS ARE CONSIDERED "THE GOLD STANDARD" OF NURSING. THEIR EMPHASIS ON QUALITY, INNOVATION AND COLLABORATION TENDS TO LEAD TO BETTER OUTCOMES, HIGH PATIENT SATISFACTION AND A MORE STABLE WORKFORCE. IN 2018, ST. MARY'S HOSPITAL WAS RECOGNIZED BY THE WOMEN'S CHOICE AWARD FOR HIGH STANDARDS IN OBSTETRICS AND ALSO BY THE WATSON HEALTH 100 TOP HOSPITALS.SSM HEALTH ST. CLARE HOSPITAL BARABOO OFFERS ACUTE CARE SERVICES AS WELL AS A WIDE RANGE OF OTHER SERVICES INCLUDING CHEMICAL DEPENDENCY TREATMENT AND HEMODIALYSIS. ST. CLARE ALSO OFFERS CARDIAC REHABILITATION, ORTHOPEDICS, WOMEN'S SERVICES, AND OLDER ADULT SERVICES AND SENIOR LIVING. SSM HEALTH ST. CLARE MEADOWS CARE CENTER, AN AFFILIATE OF ST. CLARE HOSPITAL, PROVIDES A VARIETY OF HEALTHCARE AND LIVING OPTIONS FOR THE ELDERLY OF THE GREATER BARABOO AND SAUK COUNTY AREA. THE 100-BED MEDICARE AND MEDICAID SKILLED NURSING FACILITY PROVIDES 24-HOUR NURSING CARE FOR TEMPORARY REHABILITATION CARE OR PERMANENT CARE BASIS IN AN ATMOSPHERE THAT CELEBRATES THE NEEDS OF THE INDIVIDUAL.SSM HEALTH ST. MARY'S HOSPITAL - JANESVILLE OPERATES A 50-BED HOSPITAL AND AN ADJACENT PHYSICIANS' OFFICE COMPLEX. THE HOSPITAL SERVES ITS COMMUNITY THROUGH EMERGENCY SERVICES, INPATIENT AND OUTPATIENT SERVICES, A SLEEP LAB, RADIOLOGY, CARDIOLOGY REHABILITATION, AND PALLIATIVE CARE CONSULTING. BUILT IN 2012, THE MEDICAL CAMPUS PROVIDES ALL PRIVATE ROOMS, ELECTRONIC HEALTH RECORDS, AND A STATE-OF-THE-ART EMERGENCY DEPARTMENT.SSM HEALTH CARE OF WISCONSIN ALSO FURTHERS ITS EXEMPT PURPOSE WITH THE FOLLOWING ACTIVITIES: - OPERATES AN EMERGENCY ROOM THAT IS OPEN TO ALL PERSONS REGARDLESS OF ABILITY TO PAY- HAS AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREA- HAS A GOVERNING BODY IN WHICH INDEPENDENT PERSONS REPRESENTATIVE OF THE COMMUNITY COMPRISE A MAJORITY- ENGAGES IN THE TRAINING AND EDUCATION OF HEALTH CARE PROFESSIONALS- PARTICIPATES IN MEDICAID, MEDICARE, CHAMPUS, TRICARE, AND/OR OTHER GOVERNMENT-SPONSORED HEALTH CARE PROGRAMS- ALL SURPLUS FUNDS GENERATED BY SSMH ENTITIES ARE REINVESTED IN IMPROVING OUR PATIENT CARE DELIVERY SYSTEM.QUANTIFIABLE UNCOMPENSATED CARE:THE FOLLOWING IS A LIST OF THE TYPES OF PROGRAMS AND SERVICES THAT COULD BE INCLUDED AS UNCOMPENSATED CARE:TRADITIONAL CHARITY CARE $ 5,296,172UNPAID COST OF MEDICAID $ 31,628,189UNPAID COST OF MEDICARE $ 6,260,118TOTAL QUANTIFIABLE UNCOMPENSATED CARE $ 43,184,479

    Expenses $671,013,639 · Grants $1,288,404 · Revenue $799,123,623

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sue Anderson

    DIRECTOR, REGIONAL PRESIDENT - WI (EX OFFICIO)

    Total calculated
    $1,969,236
    From this org
    $1,428,914
    From related orgs
    $0
    Other
    $540,322
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $765,767
    Bonus
    $330,759
    Other
    $332,388
    Deferred
    $520,449
    Nontaxable benefits
    $19,873
    Filer's total
    $1,969,236

  • Wesley Sparkman

    DIRECTOR, CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Wayne Matzke

    DIRECTOR, VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Mark Covaleski

    PT YR DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Sr Rhea Emmer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Peng Her

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Mark Holzman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Joan Karsten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Katie Kennedy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Patti Leitzen Fye

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Jennifer Maskel

    DIRECTOR

    Total calculated
    $156,819
    From this org
    $0
    From related orgs
    $142,795
    Other
    $14,024
    Hours/week
    1 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $142,370 related
    Bonus
    $0
    Other
    $0 + $425 related
    Deferred
    $0 + $10,628 related
    Nontaxable benefits
    $0 + $3,396 related
    Filer's total
    $0 + $156,819 related

  • Theodore Ted Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Olivia Otte

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Matthew Pogodzinski

    DIRECTOR

    Total calculated
    $817,434
    From this org
    $0
    From related orgs
    $755,367
    Other
    $62,067
    Hours/week
    1 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $753,607 related
    Bonus
    $0
    Other
    $0 + $1,760 related
    Deferred
    $0 + $19,050 related
    Nontaxable benefits
    $0 + $43,017 related
    Filer's total
    $0 + $817,434 related

  • Steve Smoot

    VICE PRESIDENT, COO AT SSM HEALTH (EX OFFICIO)

    Total calculated
    $3,258,847
    From this org
    $0
    From related orgs
    $2,054,358
    Other
    $1,204,489
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,173,646 related
    Bonus
    $0 + $737,192 related
    Other
    $0 + $143,520 related
    Deferred
    $0 + $1,164,125 related
    Nontaxable benefits
    $0 + $40,364 related
    Filer's total
    $0 + $3,258,847 related

  • Randy Combs

    TREASURER, CFO AT SSM HEALTH

    Total calculated
    $3,420,428
    From this org
    $0
    From related orgs
    $2,182,354
    Other
    $1,238,074
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,242,308 related
    Bonus
    $0 + $669,269 related
    Other
    $0 + $270,777 related
    Deferred
    $0 + $1,203,989 related
    Nontaxable benefits
    $0 + $34,085 related
    Filer's total
    $0 + $3,420,428 related

  • Douglas Long

    SECRETARY, GENERAL COUNSEL AT SSM HEALTH (EX OFFIC

    Total calculated
    $2,202,252
    From this org
    $0
    From related orgs
    $1,425,239
    Other
    $777,013
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $759,270 related
    Bonus
    $0 + $495,539 related
    Other
    $0 + $170,430 related
    Deferred
    $0 + $753,634 related
    Nontaxable benefits
    $0 + $23,379 related
    Filer's total
    $0 + $2,202,252 related

  • Thomas Kirschbaum

    ASSISTANT SECRETARY, GENERAL COUNSEL - SSMWI (EX O

    Total calculated
    $742,649
    From this org
    $0
    From related orgs
    $532,265
    Other
    $210,384
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,964 related
    Bonus
    $0 + $99,618 related
    Other
    $0 + $43,683 related
    Deferred
    $0 + $172,359 related
    Nontaxable benefits
    $0 + $38,025 related
    Filer's total
    $0 + $742,649 related

  • Matt Kinsella

    REGIONAL VP FINANCE-WISCONSIN

    Total calculated
    $733,947
    From this org
    $0
    From related orgs
    $532,042
    Other
    $201,905
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,421 related
    Bonus
    $0 + $105,716 related
    Other
    $0 + $20,905 related
    Deferred
    $0 + $160,100 related
    Nontaxable benefits
    $0 + $41,805 related
    Filer's total
    $0 + $733,947 related

  • Dawit Tesfasilassie

    REGIONAL VP - ACUTE CARE OPERATIONS

    Total calculated
    $421,068
    From this org
    $297,237
    From related orgs
    $0
    Other
    $123,831
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $265,350
    Bonus
    $0
    Other
    $31,887
    Deferred
    $113,293
    Nontaxable benefits
    $10,538
    Filer's total
    $421,068

  • Kyle Nondorf

    REGIONAL VP - ACUTE CARE

    Total calculated
    $973,326
    From this org
    $708,825
    From related orgs
    $0
    Other
    $264,501
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $530,447
    Bonus
    $148,664
    Other
    $29,714
    Deferred
    $220,743
    Nontaxable benefits
    $43,758
    Filer's total
    $973,326

  • Eric Thornton

    HOSPITAL PRESIDENT - ST. MARY'S MADISON

    Total calculated
    $567,550
    From this org
    $411,975
    From related orgs
    $0
    Other
    $155,575
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $338,368
    Bonus
    $57,599
    Other
    $16,008
    Deferred
    $116,256
    Nontaxable benefits
    $39,319
    Filer's total
    $567,550

  • Deann Thurmer

    HOSPITAL PRESIDENT - ST. CLARE BARABOO

    Total calculated
    $544,562
    From this org
    $0
    From related orgs
    $407,420
    Other
    $137,142
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $317,834 related
    Bonus
    $0 + $58,132 related
    Other
    $0 + $31,454 related
    Deferred
    $0 + $111,051 related
    Nontaxable benefits
    $0 + $26,091 related
    Filer's total
    $0 + $544,562 related

  • Jane Curran-Meuli

    HOSPITAL PRESIDENT - ST. MARY'S JANESVILLE

    Total calculated
    $754,903
    From this org
    $0
    From related orgs
    $552,926
    Other
    $201,977
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $388,761 related
    Bonus
    $0 + $118,561 related
    Other
    $0 + $45,604 related
    Deferred
    $0 + $171,633 related
    Nontaxable benefits
    $0 + $30,344 related
    Filer's total
    $0 + $754,903 related

  • Jason Craig

    REGIONAL VP - AMBULATORY CARE

    Total calculated
    $284,873
    From this org
    $214,337
    From related orgs
    $0
    Other
    $70,536
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,897
    Bonus
    $38,000
    Other
    $16,440
    Deferred
    $64,803
    Nontaxable benefits
    $5,733
    Filer's total
    $284,873

  • Amy Franta

    REGIONAL CHIEF CLINICAL OFFICER

    Total calculated
    $816,571
    From this org
    $597,128
    From related orgs
    $0
    Other
    $219,443
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $469,537
    Bonus
    $108,454
    Other
    $19,137
    Deferred
    $176,732
    Nontaxable benefits
    $42,711
    Filer's total
    $816,571

  • Margo Francisco Terminated

    REGIONAL VP - STRATEGY

    Total calculated
    $500,006
    From this org
    $0
    From related orgs
    $475,154
    Other
    $24,852
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $122,288 related
    Bonus
    $0 + $76,333 related
    Other
    $0 + $276,533 related
    Deferred
    $0 + $12,961 related
    Nontaxable benefits
    $0 + $11,891 related
    Filer's total
    $0 + $500,006 related

  • Bradley Schmidt

    REGIONAL CHIEF MEDICAL OFFICER

    Total calculated
    $658,803
    From this org
    $520,756
    From related orgs
    $0
    Other
    $138,047
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $433,052
    Bonus
    $64,425
    Other
    $23,279
    Deferred
    $94,943
    Nontaxable benefits
    $43,104
    Filer's total
    $658,803

  • Caren Lewis

    REG VP-PATIENT CARE SERVICES/CNO

    Total calculated
    $530,030
    From this org
    $394,776
    From related orgs
    $0
    Other
    $135,254
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $316,139
    Bonus
    $37,551
    Other
    $41,086
    Deferred
    $109,572
    Nontaxable benefits
    $25,682
    Filer's total
    $530,030

  • Brent Meier

    REGIONAL VP - SURGICAL AND ACUTE CARE CLINICAL PRO

    Total calculated
    $527,404
    From this org
    $410,459
    From related orgs
    $0
    Other
    $116,945
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $409,559
    Bonus
    $0
    Other
    $900
    Deferred
    $78,525
    Nontaxable benefits
    $38,420
    Filer's total
    $527,404

  • David Ottenbaker

    REGIONAL VP - PRIMARY CARE SERVICES

    Total calculated
    $617,576
    From this org
    $492,403
    From related orgs
    $0
    Other
    $125,173
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $406,398
    Bonus
    $59,758
    Other
    $26,247
    Deferred
    $89,445
    Nontaxable benefits
    $35,728
    Filer's total
    $617,576

  • Larry Elfman

    REG. CHIEF MEDICAL INFORMATION OFFICER

    Total calculated
    $556,167
    From this org
    $440,133
    From related orgs
    $0
    Other
    $116,034
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $362,812
    Bonus
    $54,318
    Other
    $23,003
    Deferred
    $83,037
    Nontaxable benefits
    $32,997
    Filer's total
    $556,167

  • William McVea

    REGIONAL VP - FACILITIES & REAL ESTATE

    Total calculated
    $472,366
    From this org
    $372,697
    From related orgs
    $0
    Other
    $99,669
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $266,667
    Bonus
    $30,402
    Other
    $75,628
    Deferred
    $63,089
    Nontaxable benefits
    $36,580
    Filer's total
    $472,366

  • Jamie Petzke

    PHYSICIAN

    Total calculated
    $394,557
    From this org
    $369,444
    From related orgs
    $0
    Other
    $25,113
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $368,813
    Bonus
    $0
    Other
    $631
    Deferred
    $9,558
    Nontaxable benefits
    $15,555
    Filer's total
    $394,557

  • Laura Kaiser

    FORMER OFFICER, PRESIDENT/CEO AT SSM HEALTH

    Total calculated
    $7,646,448
    From this org
    $0
    From related orgs
    $4,644,135
    Other
    $3,002,313
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $2,047,588 related
    Bonus
    $0 + $1,868,164 related
    Other
    $0 + $728,383 related
    Deferred
    $0 + $2,978,810 related
    Nontaxable benefits
    $0 + $23,503 related
    Filer's total
    $0 + $7,646,448 related

  • Matt Hanley Terminated

    FORMER OFFICER

    Total calculated
    $974,654
    From this org
    $0
    From related orgs
    $974,654
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0 + $974,654 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $974,654 related

  • Joan Bachleitner

    FORMER KEY EMPLOYEE

    Total calculated
    $940,644
    From this org
    $0
    From related orgs
    $638,863
    Other
    $301,781
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $539,980 related
    Bonus
    $0 + $97,199 related
    Other
    $0 + $1,684 related
    Deferred
    $0 + $263,323 related
    Nontaxable benefits
    $0 + $38,458 related
    Filer's total
    $0 + $940,644 related

  • Jennifer Culotta

    FORMER KEY EMPLOYEE

    Total calculated
    $270,274
    From this org
    $215,068
    From related orgs
    $0
    Other
    $55,206
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,375
    Bonus
    $26,033
    Other
    $7,660
    Deferred
    $43,235
    Nontaxable benefits
    $11,971
    Filer's total
    $270,274

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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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 1A
SEVERAL INDIVIDUALS LISTED ON SCHEDULE J PART II RECEIVED A TAX INDEMNIFICATION/GROSS UP PAYMENT IN 2023. THE PAYMENT WAS INCLUDED IN THEIR TAXABLE COMPENSATION.
PART I, LINE 3
THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL (REGIONAL PRESIDENT) IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B
PENSION RESTORATION PLAN: SSM HEALTH (SSMH) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMH QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER THE SSMH QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMH OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMH. NO INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2023. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMH AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2014 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF FOUR PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DEFERRALS FROM THIS PLAN IN 2023: STEVE SMOOT - $249,972 RANDALL COMBS - $261,633 DOUGLAS LONG - $ 161,286 LAURA KAISER - $720,859 SUE ANDERSON - $153,458 JENNIFER MASKEL - $2,131 THOMAS KIRSCHBAUM - $37,511 DAWIT TESFASILASSIE - $40,000 KYLE NONDORF - $53,282 ERIC THORNTON - $29,776 DEANN THURMER - $29,866 JANE CURRAN-MEULI - $38,469 JASON CRAIG - $27,868 AMY FRANTA - $45,038 BRADLEY SCHMIDT - $20,312 CAREN LEWIS - $28,262 BRENT MEIER - $16,600 DAVID OTTENBAKER - $18,840 LARRY ELFMAN - $17,125 WILLIAM MCVEA - $12,327 JOAN BACHLEITNER - $48,861 JENNIFER CULOTTA - $8,374 THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2023. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. STEVE SMOOT - $140,898 SUE ANDERSON - $132,843 BRADLEY SCHMIDT - $20,891 JENNIFER CULOTTA - $7,510 MARGO FRANCISCO - $103,710 AMY FRANTA - $16,687 DEANN THURMER - $26,741 ERIC THORNTON - $14,244 KYLE NONDORF - $28,586
FORM 990, SCHEDULE J, PART I, LINE 4A
SSM HEALTH HAS ADOPTED A SEVERANCE POLICY TO PROVIDE A FINANCIAL TRANSITION IN THE EVENT OF INVOLUNTARY TERMINATION WITHOUT CAUSE FOR EXECUTIVE LEVEL POSITIONS. THE AMOUNT OF THE COMPENSATION IS BASED ON THE POSITION HELD AND LENGTH OF SERVICE WITH SSMH. THE FOLLOWING INDIVIDUALS LISTED IN PART VII OF THE FORM 990 RECEIVED PAYMENTS UNDER THE PLAN IN THE CURRENT YEAR. MARGO FRANCISCO - $171,068

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

  • ST MARY'S FOUNDATION INC

    $369,265

    GENERAL SUPPORT

  • ST CLARE HEALTH CARE FOUNDATION

    $147,439

    GRANTS FROM AUXILIARY & GENERAL SUPPORT

  • ST MARY'S JANESVILLE FOUNDATION INC

    $142,294

    GENERAL SUPPORT

  • FOUNDATION FOR BLACK WOMEN'S WELLNESS

    $138,352

    CARE COORDINATION PROJECT

  • GREEN COUNTY YMCA

    $60,000

    GENERAL SUPPORT

  • MADISON COMMUNITY HEALTH CENTER

    $30,000

    GENERAL SUPPORT

  • COUNTY OF SAUK

    $25,000

    JUSTICE, DIVERSION, AND SUPPORT PROGRAM

  • THE RIVER FOOD PANTRY

    $20,000

    GENERAL SUPPORT

  • EVERYONE COOPERATING TO HELP OTHERS DBA ECHO INC

    $20,000

    GENERAL SUPPORT

  • EXTENDED HANDS PANTRY

    $20,000

    GENERAL SUPPORT

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.

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.

  • SSMWI ACO LLC

    HEALTH PROMOTION · WI · income $0 · assets $0

    Directly controlled by SSM HEALTH CARE OF WISCONCIN INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SSM ST JOSEPH ENDOSCOPY CENTER LLC

    SURGERY SERVICES · MO

  • ST CLARE IMAGING SERVICES LLC

    DIAG. SERVICES · WI

  • MT VERNON RADIATION THERAPY CENTER LLC

    RADIATION THERAPY · IL · general or managing partner

  • SLEEP & NEUROLOGY CENTER OF SOUTHERN ILLINOIS LLC

    DIAG. SERVICES · IL

  • CHOWSMGSI OFFICE BUILDING LLC

    MOB · IL

  • OZA CANCER CENTER LLC

    MOB · IL

  • SHAWNEE REAL ESTATE HOLDINGS LLC

    MOB · OK

  • DEAN CLINIC & ST MARY'S HOSPITAL ACCOUNTABLE CARE ORGANIZATION LLC

    RELATED · ACCOUNTABLE CARE ORGANIZATION · WI · 50% owned

    Directly controlled by SSM HEALTH CARE OF WISCONSIN INC

  • WISCONSIN INTEGRATED INFORMATION TECHNOLOGY AND TELEMEDICINE SYSTEMS LLC

    EXCLUDED · INFORMATION TECHNOLOGY SERVICES · WI · 50% owned · share of income -$2,393 · share of assets $3,246,836

    Directly controlled by SSM HEALTH CARE OF WISCONSIN INC

  • WINGRA BUILDING GROUP

    MOB · WI

  • JANESVILLE RIVERVIEW CLINIC BUILDING PARTNERSHIP

    MOB · WI

  • 1110 N CLASSEN BLVD LLC

    MOB · OK · general or managing partner

  • SSM ST CLARE SURGICAL CENTER LLC

    SURGERY SERVICES · MO

  • WINDMILL LLP

    INVESTMENTS · MO

  • NAVITUS HEALTH SOLUTIONS LLC

    PHARMACY BENEFIT MANAGEMENT · WI

  • SSM SELECT REHAB ST LOUIS LLC

    HEALTH CARE · DE

  • EPIPHANY RX LLC

    PHARMACY BENEFIT MANAGEMENT · DE

  • RXPRECHECK LL

    PHARMACY BENEFIT MANAGEMENT · TN

  • ARCHIMEDES LLC

    PHARMACY BENEFIT MANAGEMENT · TN

  • BLOOM TREE LONG-ONLY FUND QP LP FKA BLOOM TREE PONDEROSA FUNDS QP LP

    INVESTMENTS · DE

  • NECICF II AIV2-B LP

    INVESTMENTS · DE

  • BISON CAPITAL PARTNERS VI-A LP

    INVESTMENTS · DE

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SSM MANAGED CARE ORGANIZATION LLC

    C · HEALTH PROMOTION · MO

  • FPP INC & SUBS

    C · HEALTH CARE · MO

  • DIVERSIFIED HEALTH SERVICES CORP

    C · MEDICAL EQUIPMENT · MO

  • SSM PROPERTIES INC

    C · PROPERTY SERVICES · MO

  • HEALTHFIRST PHYSICIAN MANAGEMENT SERVICES

    C · MEDICAL SERVICES · OK

  • SSMHC LIABILITY TRUST II

    C · INSURANCE · MO

  • SSM MEDICAL GROUP INC

    C · PHYSICIAN OFFICES · MO

  • SSMHC INSURANCE COMPANY

    C · INSURANCE · CJ

  • PHYSICIANS SERVICES CORP OF SOUTHERN ILLINOIS INC

    C · HEALTH CARE · IL

  • DEAN HEALTH SYSTEMS INC

    C · PHYSICIAN OFFICES · WI

  • DEAN RETAIL SERVICES INC

    C · PROPERTY SERVICES · WI

  • SSM HEALTH JANESVILLE CAMPUS CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • SSM HEALTH PHARMACY LLC

    C · PHARMACY · MO

  • NAVITUS HOLDINGS LLC

    C · PHARMACY · WI

  • MS COMMUNITY JV LLC

    C · INSURANCE · DE

  • QUALITY DRUG CORPORATION

    C · PHARMACY BENEFITS · CA

  • ST MARY'S HOSPITAL CAMPUS CONDOMINIUM OWNERS ASSOCIATION INC

    C · CONDO ASSOCIATION · WI · 75% owned

    Directly controlled by SSM HEALTH CARE OF WISCONSIN INC

  • PARTNERS GROUP PMC PRIVATE CREDIT LP

    C · INVESTMENT · CJ

  • OMNINHEALTH HOLDINGS

    C · HEALTH CARE CONSULTING · DE

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349315474

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

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