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Nonprofiteer
← UNITY FAMILY HEALTHCARE

Form 990 for tax year 2024

Filed by UNITY FAMILY HEALTHCARE.

Totals

Total revenue
$88,171,073
Total expenses
$95,676,170
Contributions and grants received
$808,290
Grants paid
$61,017
Program services expenses (Part IX)
$83,565,513
Management and general expenses
$12,110,657
Fundraising expenses
$0
Program service expenses (Part III)
$83,565,513

Program services were 87.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • PAUL JOHNSON MD

    PHYSICIAN

    Total calculated
    $1,101,432
    From this org
    $1,043,740
    From related orgs
    $0
    Other
    $57,692
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $1,041,808
    Bonus
    $0
    Other
    $1,932
    Deferred
    $18,925
    Nontaxable benefits
    $38,767
    Filer's total
    $1,101,432

  • DAVID EDGERTON JR MD

    PHYSICIAN

    Total calculated
    $1,007,856
    From this org
    $955,515
    From related orgs
    $0
    Other
    $52,341
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $939,311
    Bonus
    $0
    Other
    $16,204
    Deferred
    $18,925
    Nontaxable benefits
    $33,416
    Filer's total
    $1,007,856

  • DAVID JONES

    BOARD MEMBER/MARKET PRESIDENT REGIONAL HOSPITAL

    Total calculated
    $616,729
    From this org
    $0
    From related orgs
    $522,725
    Other
    $94,004
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $375,142 related
    Bonus
    $0 + $145,048 related
    Other
    $0 + $2,535 related
    Deferred
    $0 + $58,939 related
    Nontaxable benefits
    $0 + $35,065 related
    Filer's total
    $0 + $616,729 related

  • DIANE PALKERT MD

    PHYSICIAN

    Total calculated
    $549,435
    From this org
    $548,552
    From related orgs
    $0
    Other
    $883
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $527,263
    Bonus
    $0
    Other
    $21,289
    Deferred
    $0
    Nontaxable benefits
    $883
    Filer's total
    $549,435

  • JONATHAN ZELLMER MD

    GENERAL SURGEON

    Total calculated
    $537,708
    From this org
    $478,253
    From related orgs
    $0
    Other
    $59,455
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $477,112
    Bonus
    $0
    Other
    $1,141
    Deferred
    $20,325
    Nontaxable benefits
    $39,130
    Filer's total
    $537,708

  • CHARLES SNOW MD

    PHYSICIAN

    Total calculated
    $515,707
    From this org
    $470,123
    From related orgs
    $0
    Other
    $45,584
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $440,217
    Bonus
    $0
    Other
    $29,906
    Deferred
    $5,077
    Nontaxable benefits
    $40,507
    Filer's total
    $515,707

  • STEVEN SMITH

    BOARD MEMBER/CEO

    Total calculated
    $370,627
    From this org
    $0
    From related orgs
    $311,092
    Other
    $59,535
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,542 related
    Bonus
    $0
    Other
    $0 + $17,550 related
    Deferred
    $0 + $33,959 related
    Nontaxable benefits
    $0 + $25,576 related
    Filer's total
    $0 + $370,627 related

  • TIM SCHNACK

    MARKET CFO

    Total calculated
    $368,286
    From this org
    $0
    From related orgs
    $319,497
    Other
    $48,789
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $310,697 related
    Bonus
    $0
    Other
    $0 + $8,800 related
    Deferred
    $0 + $19,088 related
    Nontaxable benefits
    $0 + $29,701 related
    Filer's total
    $0 + $368,286 related

  • NICK O'TOOL

    FORMER OFFICER

    Total calculated
    $346,543
    From this org
    $0
    From related orgs
    $293,806
    Other
    $52,737
    Hours/week
    0 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,064 related
    Bonus
    $0
    Other
    $0 + $742 related
    Deferred
    $0 + $17,277 related
    Nontaxable benefits
    $0 + $35,460 related
    Filer's total
    $0 + $346,543 related

  • AMBER STOWMAN

    FORMER OFFICER

    Total calculated
    $247,157
    From this org
    $0
    From related orgs
    $200,901
    Other
    $46,256
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,230 related
    Bonus
    $0
    Other
    $0 + $671 related
    Deferred
    $0 + $13,261 related
    Nontaxable benefits
    $0 + $32,995 related
    Filer's total
    $0 + $247,157 related

  • PETER GERMSCHEID MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $209,380
    From this org
    $186,040
    From related orgs
    $0
    Other
    $23,340
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $180,737
    Bonus
    $0
    Other
    $5,303
    Deferred
    $11,256
    Nontaxable benefits
    $12,084
    Filer's total
    $209,380

  • DOUG DAHLBERG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN HACKER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • SR CAROLINE STOLTZ

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROXANNE THOMPSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JON VETTER

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • KRISTINE ERICKSON

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHRISTINE GAMMON-KRUSCHEK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 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

  • 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 2024, 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) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
SCHEDULE J, 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.
SCHEDULE J, PART I, LINE 4B:
CERTAIN LISTED PERSONS PARTICIPATE IN THE COMMONSPIRIT HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), A NONQUALIFIED RETIREMENT PLAN DESIGNED TO PROVIDE DEFERRED COMPENSATION TO KEY EXECUTIVES WHO HAVE CONTRIBUTED MATERIALLY TO THE SUCCESS OF OUR MINISTRY. THE SERP IS INTENDED TO PROVIDE HIGHLY COMPENSATED INDIVIDUALS WITH ADDITIONAL RETIREMENT INCOME TO HELP OFFSET REGULATORY LIMITS IN PLACE ON QUALIFIED RETIREMENT PLANS AND SOCIAL SECURITY. EACH ANNUAL CONTRIBUTION IS SUBJECT TO A FOUR-YEAR VESTING OR RETENTION PERIOD. UPON COMPLETION OF THE APPLICABLE FOUR-YEAR RETENTION PERIOD FOR EACH ANNUAL CONTRIBUTION, VESTING WILL OCCUR, AND ANY ACCUMULATED BENEFIT UNDER THE PLAN WILL BE RECEIVED. ON THE FIRST DAY OF THE CALENDAR MONTH AFTER THE FOURTH ANNIVERSARY OF THE SERP BENEFIT, THE ANNUAL CONTRIBUTION AND ITS ASSOCIATED INVESTMENT GAINS OR LOSSES BECOME 100% VESTED. IN ADDITION, THE PARTICIPANT'S SERP BENEFIT BECOMES 100% VESTED UPON ANY OF THE FOLLOWING EVENTS: 1) REACHING THE AGE OF 65 (THE PLAN'S NORMAL RETIREMENT AGE), OR 2) DEATH, OR BECOME DISABLED UNDER THE LONG-TERM DISABILITY PLAN OR SOCIAL SECURITY. SHOULD EMPLOYMENT END FOR ANY REASON OTHER THAN TERMINATION WITH SEVERANCE, RETIREMENT AT AGE 65 OR OLDER, DISABILITY, OR DEATH, UNVESTED SERP FUNDS ARE FORFEITED. IF EMPLOYMENT IS TERMINATED WITH SEVERANCE, THE TERMS AND CONDITIONS OUTLINED WITHIN THE SERP, AND NOT THOSE OF ANY SEVERANCE AGREEMENT, WILL CONTROL AND GOVERN PAYMENT ENTITLEMENT UNDER THE SERP. CERTAIN ELIGIBLE LISTED PERSONS RECEIVED AN ADDITIONAL PAYMENT DURING 2024 DUE TO A DELAY IN THE START DATE OF THE SERP. CERTAIN LISTED PERSONS ARE ELIGIBLE TO PARTICIPATE IN THE CATHOLIC HEALTH INITIATIVES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR REGION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2024 THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: STEVEN SMITH, $15,599. 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 2024 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.
SCHEDULE J, PART II
UNITY FAMILY HEALTHCARE 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 PEOPLE 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 2024.

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
12 May 2026
IRS schema version
2024v5.5
Source object
202611349349308841

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

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