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Nonprofiteer
← NJH-SJH INC

Form 990 for tax year 2023

Filed by NJH-SJH INC.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

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.

Functional expenses

Part IX, the statement of functional expenses.

  • 24a · Other expenses: MANAGEMENT SERVICES

    total $62,915,695 · program services $62,915,695

  • 24b · Other expenses: MANAGEMENT FEE

    total -$62,915,695 · program services -$62,915,695

Mission and programs · 2023

Mission

TO DEVELOP A COLLABORATIVE ENTERPRISE THAT WILL EFFECTIVELY UNIFY THE MISSIONS AND VISIONS OF THE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, NATIONAL JEWISH HEALTH AND SAINT JOSEPH HOSPITAL WITH THE INTENTION OF BETTER MEETING THE HEALTH NEEDS AND IMPROVING THE HEALTH STATUS OF THE RESIDENTS OF THE COMMUNITY.

  • NJH-SJH, INC. IS A JOINT OPERATING COMPANY WITH A JOINT OPERATINGAGREEMENT IN PLACE. IT IS ORGANIZED TO OPERATE FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE TAX-EXEMPT PURPOSES OF SAINT JOSEPH HOSPITAL, INC. ("SJH") AND NATIONAL JEWISH HEALTH ("NJH"), EACH OF WHICH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT WITHIN THE MEANING OF SECTION 501(C)(3) AND AS A PUBLIC CHARITY UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC.,(SCLHS) IS A NON-PROFIT, TAX-EXEMPT CHARITABLE ORGANIZATION THAT SERVES AS THE PARENT COMPANY TO SJH. SCLHS IS A MEMBER OF NJH-SJH, INC. SCLHS, SJH AND NJH SHALL OPERATE THE COMBINED CLINICAL OPERATIONS OF SJH AND NJH TO ENHANCE THE HEALTH OF INDIVIDUALS AND COMMUNITIES THEY SERVICE AND THE CARE AND SERVICES THE HOSPITALS PROVIDE. NJH-SJH, INC. IS A JOINT, NONPROFIT ORGANIZATION FOR STRENGTHENING THE RESPECTIVE CHARITABLE MISSIONS OF SJH AND NJH, SERVING AS THE POINT OF COORDINATION, COLLABORATION AND TRANSFORMATION OF INTEGRATED HEALTH OFFERINGS OF SJH AND NJH, AND ENGAGES IN ALL LAWFUL ACTIVITIES THAT FURTHER OR ARE CONSISTENT WITH THE PURPOSES OF THE NJH-SJH, INC.

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

Listed in Part VII

  • Lydia Jumonville

    DIRECTOR

    Total calculated
    $4,363,321
    From this org
    $0
    From related orgs
    $3,796,732
    Other
    $566,589
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,335,578 related
    Bonus
    $0 + $1,836,066 related
    Other
    $0 + $625,088 related
    Deferred
    $0 + $544,613 related
    Nontaxable benefits
    $0 + $21,976 related
    Filer's total
    $0 + $4,363,321 related

  • James Valin MD

    DIRECTOR

    Total calculated
    $3,103,067
    From this org
    $0
    From related orgs
    $2,029,528
    Other
    $1,073,539
    Hours/week
    1 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,146,947 related
    Bonus
    $0 + $710,621 related
    Other
    $0 + $171,960 related
    Deferred
    $0 + $1,043,427 related
    Nontaxable benefits
    $0 + $30,112 related
    Filer's total
    $0 + $3,103,067 related

  • Mark Korth

    DIRECTOR

    Total calculated
    $2,437,415
    From this org
    $0
    From related orgs
    $1,810,663
    Other
    $626,752
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $907,305 related
    Bonus
    $0 + $700,064 related
    Other
    $0 + $203,294 related
    Deferred
    $0 + $599,392 related
    Nontaxable benefits
    $0 + $27,360 related
    Filer's total
    $0 + $2,437,415 related

  • Michael Salem MD

    CHAIR

    Total calculated
    $2,395,233
    From this org
    $0
    From related orgs
    $2,359,444
    Other
    $35,789
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,332,444 related
    Bonus
    $0 + $1,000,000 related
    Other
    $0 + $27,000 related
    Deferred
    $0 + $28,290 related
    Nontaxable benefits
    $0 + $7,499 related
    Filer's total
    $0 + $2,395,233 related

  • Jameson Smith

    CEO

    Total calculated
    $1,056,291
    From this org
    $0
    From related orgs
    $751,721
    Other
    $304,570
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $549,764 related
    Bonus
    $0 + $123,104 related
    Other
    $0 + $78,853 related
    Deferred
    $0 + $277,336 related
    Nontaxable benefits
    $0 + $27,234 related
    Filer's total
    $0 + $1,056,291 related

  • Amy Church

    DIRECTOR (PARTIAL)

    Total calculated
    $1,021,603
    From this org
    $0
    From related orgs
    $759,559
    Other
    $262,044
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $549,369 related
    Bonus
    $0 + $176,239 related
    Other
    $0 + $33,951 related
    Deferred
    $0 + $260,261 related
    Nontaxable benefits
    $0 + $1,783 related
    Filer's total
    $0 + $1,021,603 related

  • Kyle Engman

    DIRECTOR (PARTIAL)

    Total calculated
    $772,623
    From this org
    $0
    From related orgs
    $619,075
    Other
    $153,548
    Hours/week
    1 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,181 related
    Bonus
    $0 + $135,429 related
    Other
    $0 + $236,465 related
    Deferred
    $0 + $127,435 related
    Nontaxable benefits
    $0 + $26,113 related
    Filer's total
    $0 + $772,623 related

  • Christine Forkner

    DIRECTOR

    Total calculated
    $709,957
    From this org
    $0
    From related orgs
    $669,822
    Other
    $40,135
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,822 related
    Bonus
    $0 + $184,000 related
    Other
    $0 + $30,000 related
    Deferred
    $0 + $28,290 related
    Nontaxable benefits
    $0 + $11,845 related
    Filer's total
    $0 + $709,957 related

  • Kevin Brown MD

    DIRECTOR

    Total calculated
    $629,343
    From this org
    $0
    From related orgs
    $600,497
    Other
    $28,846
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $407,997 related
    Bonus
    $0 + $140,000 related
    Other
    $0 + $52,500 related
    Deferred
    $0 + $28,290 related
    Nontaxable benefits
    $0 + $556 related
    Filer's total
    $0 + $629,343 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
THE MEMBERS OF THE BOARD OF DIRECTORS THAT ARE COMPENSATED BY THE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS) ARE KYLE ENGMAN, LYDIA JUMONVILLE, JAMESON SMITH, MARK KORTH, AMY CHURCH, AND JAMES VALIN, MD. COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SCLHS AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO INTERMOUNTAIN HEALTH CARE, INC.'S BOARD FOR APPROVAL OF ANY CHANGES. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA FOR PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY INTERMOUNTAIN HEALTH CARE, INC. AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. THE BOARD PLACES A HIGH PRIORITY ON THE NEED TO RECURIT AND RETAIN A STRONG LEADERSHIP TEAM AND TO CREATE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE. COMPENSATION LEVELS FOLLOW IRS GUIDELINES AND ARE SUBJECT TO IRS OVERSIGHT. AS PART OF THE REVIEW PROCESS, INTERMOUNTAIN HEALTH CARE, INC. USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) COMPENSATION SURVEYS AND STUDIES 5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. THE MEMBERS OF THE BOARD OF DIRECTORS COMPENSATED BY NATIONAL JEWISH HEALTH ARE KEVIN BROWN, MD, CHRISTINE FORKNER, AND MICHAEL SALEM, MD. NATIONAL JEWISH HEALTH EXECUTIVE COMPENSATION DECISIONS ARE MADE BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMMITTEE RELIES ON THE REPORT OF AN INDEPENDENT COMPENSATION CONSULTANT WHICH INCLUDES INDEPENDENT DATA FOR SIMILARLY QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. CONTEMPORANEOUS DOCUMENTATION IS MAINTAINED ON COMMITTEE DELIBERATIONS AND DECISIONS.
PART I, LINES 4A-B
PART I, LINE 4A SEVERANCE PAYMENTS THE ORGANIZATION AND RELATED ORGANIZATIONS PERIODICALLY INCUR SEVERANCE PAYMENTS TO DEPARTING EMPLOYEES. THE INDIVIDUALS AND THE AMOUNTS PAID FOR SEVERANCE IN 2023 WERE: KYLE ENGMAN - $84,828, LYDIA JUMONVILLE - $45,708. PART I, LINE 4B PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE MEMBERS OF THE BOARD OF DIRECTORS THAT ARE COMPENSATED BY SCLHS ARE KYLE ENGMAN, LYDIA JUMONVILLE, JAMESON SMITH, AMY CHURCH, MARK KORTH, AND JAMES VALIN, MD. AS SUCH, THE FOLLOWING DISCLOSURES APPLY TO THEM: A RELATED ORGANIZATION PROVIDES NONQUALIFIED DEFERRED COMPENSATION PLANS (NQDC) KNOWN AS SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) FOR EXECUTIVES (SENIOR MANAGEMENT) TO COMPENSATE FOR REGULATORY IMPOSED LIMITATIONS IN QUALIFIED RETIREMENT PLANS AND TO PROVIDE A BENEFIT CONSISTENT WITH OTHER NOT- FOR- PROFIT HEALTH SYSTEMS. THESE PLANS ENABLE THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR THAT THEY PARTICIPATE. IN 2014, IN AN EFFORT TO REDUCE LONG-TERM COSTS AND HAVE GREATER CONTROL OVER FINANCIAL RISK, THE SERP WAS CONVERTED FROM A DEFINED BENEFIT (DB) TO A DEFINED CONTRIBUTION (DC) DESIGN. CERTAIN MEMBERS OF SENIOR MANAGEMENT WHOSE BENEFITS WERE CONVERTED FROM DB TO DC WOULD HAVE BEEN DISPROPORTIONATELY AND NEGATIVELY AFFECTED BY THE CHANGE, SO THE COMMITTEE DETERMINED IT WOULD BE APPROPRIATE TO GRANT "TRANSITION CREDITS" IN ORDER TO MITIGATE THE NEGATIVE IMPACT OF THE CHANGE ON THEIR RETIREMENT BENEFITS. THIS IS A COMMON APPROACH EMPLOYED BY OTHER ORGANIZATIONS UNDERGOING A SIMILAR TRANSITION. THE TRANSITION CREDITS VEST IN ACCORDANCE WITH THE TERMS OF THE DC SERP (I.E., AFTER THREE YEARS) AND ARE PAID TO THE EXECUTIVE UPON VESTING. NQDC SERP PLANS STARTING IN 2014 STARTING IN 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS ROLLING 3 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN BEFORE JANUARY 1, 2014. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2023. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT UPON THE END OF EMPLOYMENT. THE VESTED AMOUNTS ARE TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE RECIPIENT'S W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2023 WERE: KYLE ENGMAN - $142,289, LYDIA JUMONVILLE - $ 395,839, JAMESON SMITH - $73,185, JAMES VALIN - $112,355, MARK KORTH - $168,447, AMY CHURCH - $24,440.

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

No itemized grants to organizations 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.

Related partnerships

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

  • SCLH-GI ENDOSCOPY HOLDINGS LLC

    OP ENDOSCOPY · CO

  • SCLTDI JV LLC

    RADIOLOGY · DE

  • ATHLETIC MEDICINE & PERFORMANCE LLC (SVB IS PARTNER)

    PHYSICAL THERAPY · MT

  • SUMMIT SURGERY CENTER LLC

    OP SURGERY · MT

  • GRAND VALLEY SURGICAL CENTER LLC

    OP SURGERY · CO

  • HEALTHCARE MANAGEMENT LLC

    MANAGEMENT SERVICES · CO

  • MONUMENT HEALTH LLC

    HEALTH CARE NETWORK · CO

  • PAVILION IMAGING LLC

    RADIOLOGY · CO

  • SAN JUAN CANCER CENTER LLC

    OP CANCER · CO

  • CAREFLIGHT OF THE ROCKIES LLC

    MEDICAL AIR TRANSPORT · CO

  • MED-MAP LLC

    RENTAL REAL ESTATE · MT

  • YELLOWSTONE SURGERY CENTER LLC

    OP SURGERY · MT

  • GALLATIN VALLEY SURGERY CENTER LLC

    OP SURGERY · MT

  • FIRST FLIGHT OF WYOMING LLC

    MEDICAL AIR TRANSPORT · CO

  • MCKAY DEE SURGICAL CENTER LLC

    OP SURGERY · UT

  • GRANDEUR PEAK INTERNATIONAL STALWARTS LP

    INVESTMENTS · DE

  • INNOVATION FUND HOLDINGS COMPANY LLC

    INNOVATION · DE

  • HEALTHBOX SALT LAKE CITY I LLC

    INNOVATION · DE

  • INTERMOUNTAIN VENTURES FUND LLC

    INVESTMENTS · DE

  • PELION OPPORTUNITY FUND III LLC

    INVESTMENTS · DE

  • AACP KOREA BUYOUT INVESTORS II LP

    INVESTMENTS · CJ

  • AACP SPECIAL SITUATIONS II LP

    INVESTMENTS · CJ

  • AACP KOREA BUYOUT INVESTORS IV LP

    INVESTMENTS · CJ

  • LOGAN SURGERY CENTER LLC

    OP SURGERY · UT

  • ST GEORGE SURGERY CENTER LLC

    OP SURGERY · UT

  • SALTZER ASC TEN MILE LLC

    OP SURGERY · ID

  • NORTHPOINTE SURGICAL CENTER LLC

    OP SURGERY · UT

  • HW AE CO-INVESTMENT PARTNERS LP

    INVESTMENTS · DE

  • PERFORMANCE EQUITY GROWTH OPPORTUNITIES FUND LP

    INVESTMENTS · DE

  • MURRAY SURGERY CENTER LLC

    OP SURGERY · UT

  • PROVO SURGERY CENTER LLC

    OP SURGERY · UT

  • SARATOGA SPRINGS SURGERY CENTER LLC

    OP SURGERY · UT

  • PARK CITY SURGERY CENTER LLC

    OP SURGERY · UT

  • PARK CITY SURGICAL CENTER REAL ESTATE LLC

    OP SURGERY · UT

  • CDHC 3 LLC

    INVESTMENTS · UT

  • ARK GLOBAL EMERGING COMPANIES LP

    INVESTMENTS · UT

  • PELION OPPORTUNITY FUND IV LLC

    INVESTMENTS · UT

Related corporations and trusts

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

  • CARENT LABORATORY SOLUTIONS LLC

    C · MEDICAL LABORATORY · CO · controlled entity

  • CARITAS INC AND SUBSIDIARIES

    C · HEALTHCARE · KS · controlled entity

  • WEST END ASSOCIATION INC

    C · REAL ESTATE MANAGEMENT · MT · controlled entity

  • LEAVEN INSURANCE COMPANY LTD

    C · INSURANCE · CJ · controlled entity

  • ROCKY MOUNTAIN ACCOUNTABLE HEALTH NETWORK INC

    C · HEALTHCARE · MT · controlled entity

  • SELECTHEALTH BENEFIT ASSURANCE COMPANY

    C · DELIVERY OF HEALTH BENEFITS · UT · controlled entity

  • HEALTHCARE CAPTIVE INSURANCE COMPANY

    C · INSURANCE · AZ · controlled entity

  • ALLUCEO INC

    C · MENTAL HEALTH INTEGRATION SERVICES · DE · controlled entity

  • SALTZER MEDICAL GROUP INC

    C · MEDICAL SERVICES · ID · controlled entity

  • CLASSIC MEDICAL INC

    C · AIRCRAFT HOLDING COMPANY · UT · controlled entity

  • CLASSIC HELICOPTERS INC

    C · AIRCRAFT HOLDING COMPANY · UT · controlled entity

  • CULMINATION BIO INC

    C · BIOREPOSITORY · DE · controlled entity

  • CAN YOU PLAY INC

    C · SOFTWARE DEVELOPMENT · UT · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202413129349302061

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