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Nonprofiteer
← MERCY HEALTH SERVICES IOWA CORP

Form 990 for tax year 2022

Filed by MERCY HEALTH SERVICES IOWA CORP.

Totals

Total revenue
$881,186,124
Total expenses
$967,106,603
Contributions and grants received
$5,575,532
Grants paid
$1,623,571
Program services expenses (Part IX)
$867,866,769
Management and general expenses
$98,683,524
Fundraising expenses
$556,310
Program service expenses (Part III)
$867,866,769

Program services were 89.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LINDA ROSS

    DIR; CHIEF LEGAL OFFICER TRINITY

    Total calculated
    $1,655,893
    From this org
    $0
    From related orgs
    $1,562,613
    Other
    $93,280
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $809,865 related
    Bonus
    $0 + $486,000 related
    Other
    $0 + $266,748 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $79,555 related
    Filer's total
    $0 + $1,655,893 related

  • YEN LIU

    PHYSICIAN, DERMATOLOGY NORTH IOWA

    Total calculated
    $1,367,933
    From this org
    $1,322,023
    From related orgs
    $0
    Other
    $45,910
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,234,828
    Bonus
    $0
    Other
    $87,195
    Deferred
    $19,561
    Nontaxable benefits
    $26,349
    Filer's total
    $1,367,933

  • MICHAEL WEGNER

    TREASURER; PRESIDENT CENTRAL IOWA

    Total calculated
    $1,329,473
    From this org
    $0
    From related orgs
    $1,287,604
    Other
    $41,869
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $941,059 related
    Bonus
    $0 + $323,718 related
    Other
    $0 + $22,827 related
    Deferred
    $0 + $17,925 related
    Nontaxable benefits
    $0 + $23,944 related
    Filer's total
    $0 + $1,329,473 related

  • MIR SUBLA

    PHYSICIAN, CARDIOLOGIST SIOUX CITY

    Total calculated
    $1,074,257
    From this org
    $0
    From related orgs
    $1,056,147
    Other
    $18,110
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $1,050,047 related
    Bonus
    $0
    Other
    $0 + $6,100 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $4,385 related
    Filer's total
    $0 + $1,074,257 related

  • ROBERT RITZ

    DIRECTOR; REGIONAL PRESIDENT & CEO

    Total calculated
    $852,078
    From this org
    $0
    From related orgs
    $827,163
    Other
    $24,915
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $455,638 related
    Bonus
    $0 + $360,867 related
    Other
    $0 + $10,658 related
    Deferred
    $0 + $9,150 related
    Nontaxable benefits
    $0 + $15,765 related
    Filer's total
    $0 + $852,078 related

  • GIOVANNI CIUFFO

    PHYSICIAN, CARDIOLOGIST SIOUX CITY

    Total calculated
    $832,693
    From this org
    $0
    From related orgs
    $804,607
    Other
    $28,086
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $799,276 related
    Bonus
    $0
    Other
    $0 + $5,331 related
    Deferred
    $0 + $4,032 related
    Nontaxable benefits
    $0 + $24,054 related
    Filer's total
    $0 + $832,693 related

  • ALIREZA YARAHMADI

    PHYSICIAN, NEUROLOGY NORTH IOWA

    Total calculated
    $806,664
    From this org
    $753,254
    From related orgs
    $0
    Other
    $53,410
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $700,127
    Bonus
    $0
    Other
    $53,127
    Deferred
    $20,761
    Nontaxable benefits
    $32,649
    Filer's total
    $806,664

  • RODNEY SCHLADER

    PRES/CEO MERCYONE N. IOWA THRU 6/23

    Total calculated
    $754,557
    From this org
    $0
    From related orgs
    $686,693
    Other
    $67,864
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $478,022 related
    Bonus
    $0 + $110,920 related
    Other
    $0 + $97,751 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $44,989 related
    Filer's total
    $0 + $754,557 related

  • KAY TAKES

    PRESIDENT EASTERN IOWA REGION

    Total calculated
    $696,535
    From this org
    $0
    From related orgs
    $633,884
    Other
    $62,651
    Hours/week
    29 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $438,893 related
    Bonus
    $0 + $106,375 related
    Other
    $0 + $88,616 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $39,776 related
    Filer's total
    $0 + $696,535 related

  • YUVARAJ THANGARAJ

    PHYSICIAN, NEPHROLOGY NORTH IOWA

    Total calculated
    $674,706
    From this org
    $650,375
    From related orgs
    $0
    Other
    $24,331
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $604,670
    Bonus
    $0
    Other
    $45,705
    Deferred
    $23,766
    Nontaxable benefits
    $565
    Filer's total
    $674,706

  • HEATHER CAMPBELL

    SEC; CHIEF LEGAL OFFICER MERCYONE

    Total calculated
    $585,503
    From this org
    $0
    From related orgs
    $536,062
    Other
    $49,441
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $420,209 related
    Bonus
    $0 + $95,071 related
    Other
    $0 + $20,782 related
    Deferred
    $0 + $16,928 related
    Nontaxable benefits
    $0 + $32,513 related
    Filer's total
    $0 + $585,503 related

  • PAUL MANTERNACH

    SVP PHYS INTEGRATION/CMO NORTH IOWA

    Total calculated
    $538,968
    From this org
    $0
    From related orgs
    $470,894
    Other
    $68,074
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $405,589 related
    Bonus
    $0 + $54,204 related
    Other
    $0 + $11,101 related
    Deferred
    $0 + $22,875 related
    Nontaxable benefits
    $0 + $45,199 related
    Filer's total
    $0 + $538,968 related

  • DOUGLAS STRONG

    INTERIM PRES MERCYONE SC 8/22-2/23

    Total calculated
    $536,475
    From this org
    $0
    From related orgs
    $501,937
    Other
    $34,538
    Hours/week
    53 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $479,973 related
    Bonus
    $0
    Other
    $0 + $21,964 related
    Deferred
    $0 + $13,725 related
    Nontaxable benefits
    $0 + $20,813 related
    Filer's total
    $0 + $536,475 related

  • JODIE ROETTGER

    INTERIM REGIONAL CFO; VP FINANCE

    Total calculated
    $453,077
    From this org
    $0
    From related orgs
    $420,583
    Other
    $32,494
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,302 related
    Bonus
    $0 + $52,343 related
    Other
    $0 + $21,938 related
    Deferred
    $0 + $18,648 related
    Nontaxable benefits
    $0 + $13,846 related
    Filer's total
    $0 + $453,077 related

  • BETH HUGHES

    PRES MERCYONE SIOUXLAND THROUGH 8/22

    Total calculated
    $423,085
    From this org
    $0
    From related orgs
    $391,470
    Other
    $31,615
    Hours/week
    52 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $318,428 related
    Bonus
    $0
    Other
    $0 + $73,042 related
    Deferred
    $0 + $4,575 related
    Nontaxable benefits
    $0 + $27,040 related
    Filer's total
    $0 + $423,085 related

  • JESICA HANSON

    VP FINANCE MERCYONE SIOUXLAND

    Total calculated
    $372,079
    From this org
    $326,417
    From related orgs
    $0
    Other
    $45,662
    Hours/week
    46 + 4 related

    Schedule J breakdown matched by us

    Base
    $288,444
    Bonus
    $37,523
    Other
    $450
    Deferred
    $13,667
    Nontaxable benefits
    $31,995
    Filer's total
    $372,079

  • MARK TRAMMEL

    VP FINANCE MERCYONE NORTH IOWA

    Total calculated
    $349,961
    From this org
    $0
    From related orgs
    $324,865
    Other
    $25,096
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,569 related
    Bonus
    $0 + $19,755 related
    Other
    $0 + $45,541 related
    Deferred
    $0 + $9,804 related
    Nontaxable benefits
    $0 + $15,292 related
    Filer's total
    $0 + $349,961 related

  • KIM DUWE

    VP FINANCE EASTERN IOWA REGION

    Total calculated
    $326,603
    From this org
    $0
    From related orgs
    $278,632
    Other
    $47,971
    Hours/week
    27 + 23 related

    Schedule J breakdown matched by us

    Base
    $0 + $239,180 related
    Bonus
    $0 + $34,161 related
    Other
    $0 + $5,291 related
    Deferred
    $0 + $12,838 related
    Nontaxable benefits
    $0 + $35,133 related
    Filer's total
    $0 + $326,603 related

  • AMY BERENTES

    EVP COO EASTERN IOWA REGION THR 8/22

    Total calculated
    $188,022
    From this org
    $0
    From related orgs
    $167,385
    Other
    $20,637
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,231 related
    Bonus
    $0
    Other
    $0 + $1,154 related
    Deferred
    $0 + $10,135 related
    Nontaxable benefits
    $0 + $10,502 related
    Filer's total
    $0 + $188,022 related

  • MARY CORITA HEID RSM

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MILTON AVERY

    DIRECTOR THROUGH 12/22

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MAURITA SOUKUP RSM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    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 — 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
MERCY HEALTH SERVICES - IOWA (MHS-IA) IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. MHS-IA HOSPITAL CEO'S ARE PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF MHS-IA CEO'S: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2022. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2022, AND THEIR NON-VESTED BENEFITS FOR 2022 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2022 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: BETH HUGHES - $63,059 LINDA ROSS - $216,698 RODNEY SCHLADER - $81,147 KAY TAKES - $73,462 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($305,000 FOR 2022). THE FOLLOWING PAYOUTS FOR 2022 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: PAUL MANTERNACH - $5,989 DOUGLAS STRONG - $0 THE FOLLOWING ARE PARTICIPANTS IN A MHS-IA NON-QUALIFIED ELECTIVE DEFERRED COMPENSATION PLAN. THE FOLLOWING DEFERRALS FOR 2022 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: YEN LIU - $76,786 YUVARAJ THANGARAJ - $41,234 ALIREZA YARAHMADI - $47,757

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

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202401349349305285

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

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