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Nonprofiteer
← OAKES COMMUNITY HOSPITAL

Form 990 for tax year 2023

Filed by OAKES COMMUNITY HOSPITAL.

Totals

Total revenue
$12,955,586
Total expenses
$12,369,837
Contributions and grants received
$74,638
Grants paid
$6,376
Program service revenue
$11,687,140
Investment income
$31,163
Other revenue
$1,162,645
Total assets, end of year
$18,958,945
Total liabilities, end of year
$11,144,568
Net assets or fund balances, end of year
$7,814,377
Program services expenses (Part IX)
$11,358,844
Management and general expenses
$1,010,993
Fundraising expenses
$0
Program service expenses (Part III)
$11,358,844

Program services were 91.8% 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

    $61,138

  • 1e · Government grants (contributions)

    $13,500

  • 2a · Program service revenue: NET PATIENT SERVICES

    total $11,685,009 · related or exempt $11,685,009 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: RENTAL INCOME

    total $2,131 · related or exempt $2,131 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $14,721 · excluded $14,721

  • 7a · Gross sales of assets other than inventory

    securities $16,442

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

    securities $0

  • 7c · Gain or loss

    securities $16,442

  • 7d · Net gain or loss

    total $16,442 · excluded $16,442

  • 11a · Other revenue: HOSPITAL SUPPORT-INTER

    total $754,831 · related or exempt $754,831

  • 11b · Other revenue: PHARMACY SERVICES

    total $318,185 · related or exempt $0 · unrelated business $0 · excluded $318,185

  • 11c · Other revenue: INSURANCE

    total $88,605 · related or exempt $0 · unrelated business $0 · excluded $88,605

  • 11d · All other revenue

    total $1,024 · excluded $1,024

  • 11e · Other revenue, total

    $1,162,645

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,376 · program services $6,376

  • 5 · Compensation of officers, directors and key employees

    total $99,324 · management and general $99,324

  • 7 · Other salaries and wages

    total $3,906,988 · program services $3,830,534 · management and general $76,454

  • 8 · Pension plan contributions

    total $212,470 · program services $208,997 · management and general $3,473

  • 9 · Other employee benefits

    total $551,009 · program services $532,849 · management and general $18,160

  • 10 · Payroll taxes

    total $292,897 · program services $284,110 · management and general $8,787

  • 11b · Fees: legal

    total $23,921 · management and general $23,921

  • 11d · Fees: lobbying

    total $890 · management and general $890

  • 11g · Fees: other

    total $2,937,750 · program services $2,588,332 · management and general $349,418

  • 12 · Advertising and promotion

    total $12,536 · program services $11,909 · management and general $627

  • 13 · Office expenses

    total $213,420 · program services $151,528 · management and general $61,892

  • 14 · Information technology

    total $451,647 · program services $420,032 · management and general $31,615

  • 16 · Occupancy

    total $162,745 · program services $151,353 · management and general $11,392

  • 17 · Travel

    total $37,290 · program services $23,493 · management and general $13,797

  • 19 · Conferences, conventions and meetings

    total $1,765 · program services $1,765

  • 20 · Interest

    total $158,689 · program services $158,689

  • 21 · Payments to affiliates

    total $471,337 · program services $471,337

  • 22 · Depreciation, depletion and amortization

    total $943,160 · program services $631,917 · management and general $311,243

  • 23 · Insurance

    total $24,755 · program services $24,755

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $1,573,015 · program services $1,573,015 · management and general $0 · fundraising $0

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $113,194 · program services $113,194 · management and general $0 · fundraising $0

  • 24c · Other expenses: DUES & SUBSCRIPTIONS

    total $61,245 · program services $61,245 · management and general $0 · fundraising $0

  • 24d · Other expenses: RECRUITMENT & RELOCATIO

    total $50,901 · program services $50,901 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $62,513 · program services $62,513

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $5,332,225 · end of year $5,846,253

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    beginning of year $1,254,906 · end of year $1,885,741

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $100,867 · end of year $64,914

  • 8 · Inventories for sale or use

    beginning of year $297,777 · end of year $308,943

  • 9 · Prepaid expenses and deferred charges

    end of year $0

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

    $17,993,411

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

    $15,582,762

  • 10c · Land, buildings and equipment, net

    beginning of year $3,141,163 · end of year $2,410,649

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $585,049 · end of year $646,175

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $7,306,615 · end of year $7,796,270

  • 17 · Accounts payable and accrued expenses

    beginning of year $195,194 · end of year $515,495

  • 18 · Grants payable

    end of year $0

  • 19 · Deferred revenue

    beginning of year $4,753 · end of year $4,753

  • 20 · Tax-exempt bond liabilities

    end of year $0

  • 21 · Escrow or custodial account liability

    end of year $0

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 23 · Secured mortgages and notes payable

    end of year $0

  • 24 · Unsecured notes and loans payable

    end of year $0

  • 25 · Other liabilities

    beginning of year $10,585,533 · end of year $10,624,320

  • 27 · Net assets without donor restrictions

    beginning of year $7,195,038 · end of year $7,776,293

  • 28 · Net assets with donor restrictions

    beginning of year $38,084 · end of year $38,084

Mission and programs · 2023

Mission

AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.

Activities or mission (Part I)

OAKES COMMUNITY HOSPITAL'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE HEALTH CARE TO THE RESIDENTS OF THE SURROUNDING COMMUNITIES REGARDLESS OF THEIR ABILITY TO PAY.

  • SEE SCHEDULE H.

    Expenses $11,358,844 · Grants $6,376 · Revenue $12,441,971

As filed on the 2023 return.

Listed in Part VII

  • JULIE GOEBEL

    BOARD MEMBER/DIVISION SVP COO (PARTIAL YEAR)

    Total calculated
    $1,020,400
    From this org
    $0
    From related orgs
    $964,934
    Other
    $55,466
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $515,562 related
    Bonus
    $0 + $448,209 related
    Other
    $0 + $1,163 related
    Deferred
    $0 + $19,175 related
    Nontaxable benefits
    $0 + $36,291 related
    Filer's total
    $0 + $1,020,400 related

  • DAVID JONES

    BOARD MEMBER/MARKET PRESIDENT

    Total calculated
    $514,309
    From this org
    $0
    From related orgs
    $460,692
    Other
    $53,617
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,052 related
    Bonus
    $0 + $156,175 related
    Other
    $0 + $1,465 related
    Deferred
    $0 + $19,175 related
    Nontaxable benefits
    $0 + $34,442 related
    Filer's total
    $0 + $514,309 related

  • TIM SCHNACK

    MARKET CFO

    Total calculated
    $417,768
    From this org
    $0
    From related orgs
    $369,715
    Other
    $48,053
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,959 related
    Bonus
    $0 + $74,901 related
    Other
    $0 + $3,855 related
    Deferred
    $0 + $19,529 related
    Nontaxable benefits
    $0 + $28,524 related
    Filer's total
    $0 + $417,768 related

  • NICK O'TOOL

    MARKET CFO (PARTIAL YEAR)

    Total calculated
    $399,969
    From this org
    $0
    From related orgs
    $349,020
    Other
    $50,949
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,554 related
    Bonus
    $0 + $96,047 related
    Other
    $0 + $419 related
    Deferred
    $0 + $16,660 related
    Nontaxable benefits
    $0 + $34,289 related
    Filer's total
    $0 + $399,969 related

  • REBECCA BLEESE

    PRESIDENT

    Total calculated
    $367,805
    From this org
    $0
    From related orgs
    $343,425
    Other
    $24,380
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,193 related
    Bonus
    $0 + $117,547 related
    Other
    $0 + $11,685 related
    Deferred
    $0 + $13,784 related
    Nontaxable benefits
    $0 + $10,596 related
    Filer's total
    $0 + $367,805 related

  • CHRISTINA HARMON

    FORMER HCE

    Total calculated
    $352,023
    From this org
    $0
    From related orgs
    $323,049
    Other
    $28,974
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $314,040 related
    Bonus
    $0
    Other
    $0 + $9,009 related
    Deferred
    $0 + $17,859 related
    Nontaxable benefits
    $0 + $11,115 related
    Filer's total
    $0 + $352,023 related

  • AMY BAKKE

    CRNA

    Total calculated
    $313,864
    From this org
    $264,040
    From related orgs
    $0
    Other
    $49,824
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,011
    Bonus
    $800
    Other
    $38,229
    Deferred
    $14,523
    Nontaxable benefits
    $35,301
    Filer's total
    $313,864

  • KATIE O'BRIEN PARADIS MD

    PHYSICIAN

    Total calculated
    $276,014
    From this org
    $223,474
    From related orgs
    $0
    Other
    $52,540
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $222,790
    Bonus
    $0
    Other
    $684
    Deferred
    $13,892
    Nontaxable benefits
    $38,648
    Filer's total
    $276,014

  • AMBER STOWMAN

    TREASURER/VP FINANCE

    Total calculated
    $265,888
    From this org
    $0
    From related orgs
    $221,301
    Other
    $44,587
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,050 related
    Bonus
    $0 + $25,800 related
    Other
    $0 + $451 related
    Deferred
    $0 + $14,252 related
    Nontaxable benefits
    $0 + $30,335 related
    Filer's total
    $0 + $265,888 related

  • KEVIN JACOBSON

    NURSE PRACTITIONER

    Total calculated
    $226,831
    From this org
    $196,115
    From related orgs
    $0
    Other
    $30,716
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,267
    Bonus
    $800
    Other
    $3,048
    Deferred
    $10,592
    Nontaxable benefits
    $20,124
    Filer's total
    $226,831

  • DANNY RICKARD

    PHYSICIAN ASSISTANT

    Total calculated
    $217,170
    From this org
    $173,754
    From related orgs
    $0
    Other
    $43,416
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,922
    Bonus
    $800
    Other
    $1,032
    Deferred
    $10,717
    Nontaxable benefits
    $32,699
    Filer's total
    $217,170

  • BETH SMITH

    TREASURER (PARTIAL YEAR)

    Total calculated
    $199,476
    From this org
    $0
    From related orgs
    $158,338
    Other
    $41,138
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $126,334 related
    Bonus
    $0 + $31,251 related
    Other
    $0 + $753 related
    Deferred
    $0 + $9,253 related
    Nontaxable benefits
    $0 + $31,885 related
    Filer's total
    $0 + $199,476 related

  • JENNI PETERSON

    VP PATIENT CARE SERVICES

    Total calculated
    $189,729
    From this org
    $174,011
    From related orgs
    $0
    Other
    $15,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,205
    Bonus
    $35,565
    Other
    $241
    Deferred
    $4,014
    Nontaxable benefits
    $11,704
    Filer's total
    $189,729

  • RENEE SEYER

    SECRETARY

    Total calculated
    $67,833
    From this org
    $31,618
    From related orgs
    $0
    Other
    $36,215
    Hours/week
    40

  • MICHELLE LEVINSON

    SECRETARY (PARTIAL YEAR)

    Total calculated
    $51,452
    From this org
    $22,209
    From related orgs
    $0
    Other
    $29,243
    Hours/week
    40

  • LUANN ANDERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DANIELLE DINGER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SR ANN MARIE FRIEDERICHS

    BOARD MEMBER (PARTIAL YEAR)

    Total calculated
    $0
    Hours/week
    1

  • RED IVERSON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LORRAINE PTACEK

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JEAN SCHMALTZ

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HARVEY WOLFF

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 2023, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 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. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
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.
PART I, LINE 4B
DURING THE 2023 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. 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 2023 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 2023, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: REBECCA BLEESE, $9,808
PART II:
OAKES COMMUNITY HOSPITAL 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 2023.

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.

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
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202541299349302754

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