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Nonprofiteer
← ST JOSEPH S MEDICAL CENTER

Form 990 for tax year 2024

Filed by ST JOSEPH S MEDICAL CENTER.

Totals

Total revenue
$320,979,644
Total expenses
$297,690,722
Contributions and grants received
$1,089,625
Grants paid
$341,108
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$260,332,161
Management and general expenses
$37,358,561
Fundraising expenses
$0
Program service expenses (Part III)
$260,332,161

Program services were 87.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TRACI MORRIS

    TREASURER/REL ORG CHIEF FINCL OFF

    Total calculated
    $1,199,416
    From this org
    $0
    From related orgs
    $1,054,730
    Other
    $144,686
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $702,675 related
    Bonus
    $0 + $269,075 related
    Other
    $0 + $82,980 related
    Deferred
    $0 + $142,406 related
    Nontaxable benefits
    $0 + $2,280 related
    Filer's total
    $0 + $1,199,416 related

  • WILLIAM HEEGAARD MD

    FORMER PRESIDENT

    Total calculated
    $1,098,293
    From this org
    $0
    From related orgs
    $975,947
    Other
    $122,346
    Hours/week
    0 + 23 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,418 related
    Bonus
    $0 + $136,878 related
    Other
    $0 + $508,651 related
    Deferred
    $0 + $80,633 related
    Nontaxable benefits
    $0 + $41,713 related
    Filer's total
    $0 + $1,098,293 related

  • KRISTA SKORUPA MD

    FORMER INTERIM PRESIDENT

    Total calculated
    $952,538
    From this org
    $0
    From related orgs
    $806,396
    Other
    $146,142
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $593,854 related
    Bonus
    $0 + $210,216 related
    Other
    $0 + $2,326 related
    Deferred
    $0 + $129,886 related
    Nontaxable benefits
    $0 + $16,256 related
    Filer's total
    $0 + $952,538 related

  • MICHAEL WATTERS

    SECRETARY/REL ORG CHIEF LEGAL OFF

    Total calculated
    $924,527
    From this org
    $0
    From related orgs
    $773,128
    Other
    $151,399
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $506,819 related
    Bonus
    $0 + $192,028 related
    Other
    $0 + $74,281 related
    Deferred
    $0 + $109,834 related
    Nontaxable benefits
    $0 + $41,565 related
    Filer's total
    $0 + $924,527 related

  • KEVIN CASEY MD

    FORMER CHIEF MEDICAL OFFICER

    Total calculated
    $817,015
    From this org
    $0
    From related orgs
    $817,015
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $817,015 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $817,015 related

  • KEVIN BOREN

    VICE PRESIDENT, FINANCE

    Total calculated
    $678,621
    From this org
    $0
    From related orgs
    $554,813
    Other
    $123,808
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,051 related
    Bonus
    $0 + $86,826 related
    Other
    $0 + $45,936 related
    Deferred
    $0 + $80,855 related
    Nontaxable benefits
    $0 + $42,953 related
    Filer's total
    $0 + $678,621 related

  • TROY DUININCK MD

    BD DIRECTOR/REL ORG PHYS & DIV CHAIR

    Total calculated
    $617,667
    From this org
    $0
    From related orgs
    $547,906
    Other
    $69,761
    Hours/week
    0.1 + 59.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,405 related
    Bonus
    $0
    Other
    $0 + $1,501 related
    Deferred
    $0 + $27,600 related
    Nontaxable benefits
    $0 + $42,161 related
    Filer's total
    $0 + $617,667 related

  • TODD DEFREECE

    SENIOR VICE PRESIDENT, OPERATIONS

    Total calculated
    $529,660
    From this org
    $412,659
    From related orgs
    $0
    Other
    $117,001
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $294,079
    Bonus
    $117,008
    Other
    $1,572
    Deferred
    $77,284
    Nontaxable benefits
    $39,717
    Filer's total
    $529,660

  • SARA LOKSTAD MD

    ASSOCIATE CHIEF MEDICAL OFFICER

    Total calculated
    $360,496
    From this org
    $0
    From related orgs
    $337,545
    Other
    $22,951
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,041 related
    Bonus
    $0
    Other
    $0 + $504 related
    Deferred
    $0 + $21,266 related
    Nontaxable benefits
    $0 + $1,685 related
    Filer's total
    $0 + $360,496 related

  • SANDY ZUTZ-WICZEK

    ADMINISTRATOR

    Total calculated
    $352,257
    From this org
    $0
    From related orgs
    $295,750
    Other
    $56,507
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,977 related
    Bonus
    $0 + $36,159 related
    Other
    $0 + $614 related
    Deferred
    $0 + $14,693 related
    Nontaxable benefits
    $0 + $41,814 related
    Filer's total
    $0 + $352,257 related

  • MATTHEW MOHRENWEISER

    CRNA MANAGER

    Total calculated
    $331,395
    From this org
    $275,040
    From related orgs
    $0
    Other
    $56,355
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $259,693
    Bonus
    $15,000
    Other
    $347
    Deferred
    $14,227
    Nontaxable benefits
    $42,128
    Filer's total
    $331,395

  • JAN BALDWIN MD

    BOARD DIRECTOR/RELATED ORG PHYSICIAN

    Total calculated
    $308,234
    From this org
    $0
    From related orgs
    $258,062
    Other
    $50,172
    Hours/week
    0.1 + 59.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,218 related
    Bonus
    $0
    Other
    $0 + $1,844 related
    Deferred
    $0 + $20,737 related
    Nontaxable benefits
    $0 + $29,435 related
    Filer's total
    $0 + $308,234 related

  • WESTON KROHN

    CRNA

    Total calculated
    $298,469
    From this org
    $269,002
    From related orgs
    $0
    Other
    $29,467
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $253,772
    Bonus
    $15,000
    Other
    $230
    Deferred
    $13,709
    Nontaxable benefits
    $15,758
    Filer's total
    $298,469

  • TERRI OSTER

    CRNA

    Total calculated
    $296,879
    From this org
    $266,649
    From related orgs
    $0
    Other
    $30,230
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $250,125
    Bonus
    $15,000
    Other
    $1,524
    Deferred
    $12,628
    Nontaxable benefits
    $17,602
    Filer's total
    $296,879

  • KACIE WOTTRENG

    CRNA

    Total calculated
    $291,889
    From this org
    $276,826
    From related orgs
    $0
    Other
    $15,063
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $261,596
    Bonus
    $15,000
    Other
    $230
    Deferred
    $13,530
    Nontaxable benefits
    $1,533
    Filer's total
    $291,889

  • SAMUEL BRANDL

    CRNA

    Total calculated
    $290,673
    From this org
    $277,303
    From related orgs
    $0
    Other
    $13,370
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $262,072
    Bonus
    $15,000
    Other
    $231
    Deferred
    $12,259
    Nontaxable benefits
    $1,111
    Filer's total
    $290,673

  • MELISSA MCKAY

    NURSING DIRECTOR III

    Total calculated
    $286,914
    From this org
    $236,611
    From related orgs
    $0
    Other
    $50,303
    Hours/week
    59 + 1 related

    Schedule J breakdown matched by us

    Base
    $217,703
    Bonus
    $18,702
    Other
    $206
    Deferred
    $12,014
    Nontaxable benefits
    $38,289
    Filer's total
    $286,914

  • MICHAEL LARSON

    FORMER SENIOR VP, OPERATIONS

    Total calculated
    $163,836
    From this org
    $163,836
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $163,836
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $163,836

  • PETER HENRY MD

    FORMER CHIEF MEDICAL OFFICER

    Total calculated
    $120,466
    From this org
    $0
    From related orgs
    $111,544
    Other
    $8,922
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $111,529 related
    Bonus
    $0
    Other
    $0 + $15 related
    Deferred
    $0 + $8,922 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $120,466 related

  • JOSEPH MIHALEK

    BOARD CHAIR THRU 12/24

    Total calculated
    $7,800
    From this org
    $0
    From related orgs
    $7,800
    Other
    $0
    Hours/week
    0.1 + 2 related

  • THOMAS JAMAR

    BOARD VICE CHAIR

    Total calculated
    $6,600
    From this org
    $0
    From related orgs
    $6,600
    Other
    $0
    Hours/week
    0.1 + 1.1 related

  • ALAN ROCK

    BOARD DIRECTOR THRU 12/24

    Total calculated
    $6,000
    From this org
    $0
    From related orgs
    $6,000
    Other
    $0
    Hours/week
    0.1 + 1 related

  • GEORGE LOBAN

    BOARD DIRECTOR

    Total calculated
    $5,600
    From this org
    $0
    From related orgs
    $5,600
    Other
    $0
    Hours/week
    0.1 + 1.1 related

  • ANTHONY SERTICH

    BOARD CHAIR

    Total calculated
    $5,400
    From this org
    $0
    From related orgs
    $5,400
    Other
    $0
    Hours/week
    0.1 + 2.1 related

  • AMY BERGSTROM

    BOARD DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    0.1 + 1.1 related

  • ANTHONY YUNG

    BOARD DIRECTOR

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    0.1 + 1.1 related

  • ADAM BACHAND

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • BECKY URBANSKI

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • NANCY ARONSON NORR

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • SISTER BEVERLY RAWAY

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 3.1 related

  • SISTER JEANNE ANN WEBER

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.1 related

  • SISTER THERESE CARSON

    BOARD DIRECTOR THRU 12/24

    Total calculated
    $0
    Hours/week
    0.1 + 3 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

  • 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

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
METHODS USED TO ESTABLISH CEO'S COMPENSATION: ESSENTIA HEALTH, AS A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH ESSENTIA HEALTH ST. JOSEPH'S MEDICAL CENTER'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: FORMER OFFICER WILLIAM HEEGAARD, MD RECEIVED PAYMENTS TOTALING $393,086 IN CALENDAR YEAR 2024 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, HEEGAARD WILL RECEIVE PAY TOTALING $1,095,026 AND BENEFITS TOTALING $45,337 FROM JUNE 2, 2024 TO DECEMBER 2, 2025. FORMER KEY EMPLOYEE KEVIN CASEY, MD RECEIVED PAYMENTS TOTALING $686,213 IN CALENDAR YEAR 2024 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, CASEY WILL RECEIVE PAY TOTALING $1,029,319 AND BENEFITS TOTALING $33,928 FROM OCTOBER 9, 2023 TO APRIL 8, 2025. ALL OTHER INDIVIDUALS LISTED AS FORMERS IN FORM 990, PART VII, SECTION A, LINE 1A DID NOT RECEIVE A SEVERANCE PAYMENT DURING CALENDAR YEAR 2024. SOME OF THESE INDIVIDUALS REMAIN EMPLOYED WITHIN ESSENTIA HEALTH AND ITS SUBSIDIARIES. 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: TRACI MORRIS $78,928 WILLIAM HEEGAARD, MD $112,499 MICHAEL WATTERS $62,797 KEVIN CASEY, MD $83,079 KEVIN BOREN $27,172 MICHAEL LARSON $6,975 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: TRACI MORRIS $114,806 WILLIAM HEEGAARD, MD $48,668 KRISTA SKORUPA, MD $91,234 MICHAEL WATTERS $84,801 KEVIN BOREN $53,255 TODD DEFREECE $49,684

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
2024
Filed
11 May 2026
IRS schema version
2024v5.5
Source object
202611319349302401

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