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Nonprofiteer
← INTEGRIS HEALTH FOUNDATION INC

Form 990 for tax year 2023

Filed by INTEGRIS HEALTH FOUNDATION INC.

Totals

Total revenue
$6,723,228
Total expenses
$6,053,323
Contributions and grants received
$2,229,176
Grants paid
$2,324,214
Program services expenses (Part IX)
$5,801,588
Management and general expenses
$251,735
Fundraising expenses
$0
Program service expenses (Part III)
$2,324,214

Program services were 95.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Harrison Levy

    Director & Chairman

    Total calculated
    $0
    Hours/week
    1

  • Timothy Pehrson

    Director & President/CEO

    Total calculated
    $2,666,600
    From this org
    $0
    From related orgs
    $2,426,478
    Other
    $240,122
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,261,559 related
    Bonus
    $0 + $903,360 related
    Other
    $0 + $261,559 related
    Deferred
    $0 + $233,113 related
    Nontaxable benefits
    $0 + $7,009 related
    Filer's total
    $0 + $2,666,600 related

  • Amalia Miranda-Silverstein

    Director

    Total calculated
    $0
    Hours/week
    1

  • Amanda Vanlandingham

    Director

    Total calculated
    $261,224
    From this org
    $0
    From related orgs
    $243,073
    Other
    $18,151
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $196,196 related
    Bonus
    $0 + $46,698 related
    Other
    $0 + $179 related
    Deferred
    $0 + $15,437 related
    Nontaxable benefits
    $0 + $2,714 related
    Filer's total
    $0 + $261,224 related

  • Charles Wallace

    Director

    Total calculated
    $0
    Hours/week
    1

  • Douglas Horstmanshof

    Director

    Total calculated
    $523,330
    From this org
    $0
    From related orgs
    $501,071
    Other
    $22,259
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $500,035 related
    Bonus
    $0
    Other
    $0 + $1,036 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $7,009 related
    Filer's total
    $0 + $523,330 related

  • Jeffrey Sparling MD

    Director

    Total calculated
    $763,823
    From this org
    $0
    From related orgs
    $740,160
    Other
    $23,663
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $311,103 related
    Bonus
    $0 + $416,312 related
    Other
    $0 + $12,745 related
    Deferred
    $0 + $20,450 related
    Nontaxable benefits
    $0 + $3,213 related
    Filer's total
    $0 + $763,823 related

  • Joel Champlin

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Levine

    Director

    Total calculated
    $0
    Hours/week
    1

  • Renee Porter

    Director

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Ryan Detoro

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sheryl Colton

    Director

    Total calculated
    $0
    Hours/week
    1

  • Sissy Holloway

    Director

    Total calculated
    $0
    Hours/week
    1

  • Skip Leonard

    VP Foundation

    Total calculated
    $409,889
    From this org
    $386,277
    From related orgs
    $0
    Other
    $23,612
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $319,634
    Bonus
    $45,203
    Other
    $21,440
    Deferred
    $14,613
    Nontaxable benefits
    $8,999
    Filer's total
    $409,889

  • Steve Young

    Director

    Total calculated
    $0
    Hours/week
    1

  • Susan Brewer

    Director

    Total calculated
    $0
    Hours/week
    1

  • Michael Weed

    Treasurer & CFO

    Total calculated
    $875,109
    From this org
    $0
    From related orgs
    $765,566
    Other
    $109,543
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $585,164 related
    Bonus
    $0 + $148,090 related
    Other
    $0 + $32,312 related
    Deferred
    $0 + $102,534 related
    Nontaxable benefits
    $0 + $7,009 related
    Filer's total
    $0 + $875,109 related

  • Haley Legate

    Director Foundation Operations

    Total calculated
    $127,532
    From this org
    $114,067
    From related orgs
    $0
    Other
    $13,465
    Hours/week
    40

  • Karisa Rollins

    Director Major Gifts

    Total calculated
    $105,462
    From this org
    $101,357
    From related orgs
    $0
    Other
    $4,105
    Hours/week
    40

  • Douglas Smith

    Former CFO

    Total calculated
    $186,075
    From this org
    $0
    From related orgs
    $173,936
    Other
    $12,139
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $69,508 related
    Bonus
    $0
    Other
    $0 + $104,428 related
    Deferred
    $0 + $11,061 related
    Nontaxable benefits
    $0 + $1,078 related
    Filer's total
    $0 + $186,075 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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
INTEGRIS HEALTH FOUNDATION, INC. (IHF) IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). AS PART OF THIS SYSTEM, IHF RELIES UPON INTEGRIS TO ESTABLISH THE COMPENSATION FOR ITS TOP MANAGEMENT OFFICIALS. INTEGRIS UTILIZES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THIS COMPENSATION.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS PROVIDES TO CERTAIN EXECUTIVES A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN. THE PURPOSE OF THE PLAN IS TO SUPPLEMENT THE SPONSOR-PROVIDED RETIREMENT BENEFITS TO BE PAID TO SENIOR EXECUTIVES PURSUANT TO THE DEFINED BENEFIT PENSION PLAN, THE TAX DEFERRED ANNUITY PLAN AND OTHER QUALIFIED OR NON QUALIFIED RETIREMENT PLANS WHICH ARE MAINTAINED BY THE SPONSOR. THE PLAN PROVIDES AN OPPORTUNITY TO EARN SUPPLEMENTAL INCENTIVE INCOME BY PROVIDING ANNUAL CONTRIBUTIONS TO THE ACCOUNT SO LONG AS THE EXECUTIVE REMAINS EMPLOYED BY THE SPONSOR TO RETIREMENT AGE OF 65. THE FOLLOWING INDIVIDUALS LISTED IN PART VII OF FORM 990 PARTICIPATED IN THIS PLAN AND RECEIVED PAYMENTS IN THE CURRENT REPORTING YEAR: TIMOTHY PEHRSON - $237,683 MICHAEL WEED - $17,356 DOUGLAS SMITH $103,139
Schedule J, Part I, Line 7 Non-fixed payments
THE FILING ORGANIZATION IS A MEMBER OF AN INTEGRATED HEALTHCARE SYSTEM CONTROLLED BY INTEGRIS HEALTH, INC. (INTEGRIS). INTEGRIS HEALTH HAS ESTABLISHED A FINANCIAL INCENTIVE PLAN THAT ENCOURAGES THE EXECUTIVE OFFICER'S PARTICIPATION IN THE SIGNIFICANT IMPROVEMENTS OF THE QUALITY AND FINANCIAL OPERATIONS OF THE ORGANIZATION. THE QUALITY COMPONENT IS DEFINED AS IMPROVEMENT IN PATIENT SAFETY, PATIENT SATISFACTION AND REDUCTION OF EMPLOYEE TURNOVER. THE FINANCIAL COMPONENT CONSISTS OF ACHIEVEMENT IN NET OPERATING INCOME THRESHOLD TO BE ACHIEVED TO ACTIVATE THE PLAN. A PREDETERMINED THRESHOLD IS CREATED WITHIN ALL ASPECTS OF THE PLAN BEFORE FINANCIAL ACHIEVEMENT IS PAYABLE. ALL PLANS ARE WRITTEN ACCORDING TO EXECUTIVE LEVEL AND ADOPTED BY INTEGRIS HEALTH BOARD RESOLUTION EACH PLAN YEAR AND PAYABLE AFTER INDEPENDENT AUDIT RESULTS ARE DETERMINED.

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
2023
Filed
16 May 2025
IRS schema version
2023v6.0
Source object
202521359349317612

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

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