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Nonprofiteer
← BRAINERD MEDICAL CENTER INC

Form 990 for tax year 2023

Filed by BRAINERD MEDICAL CENTER INC.

Totals

Total revenue
$30,493,022
Total expenses
$33,802,179
Contributions and grants received
$78
Grants paid
$0
Program services expenses (Part IX)
$30,217,391
Management and general expenses
$3,584,788
Fundraising expenses
$0
Program service expenses (Part III)
$30,217,391

Program services were 89.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JONATHAN VALESANO MD

    PHYSICIAN

    Total calculated
    $1,352,300
    From this org
    $1,283,278
    From related orgs
    $4,563
    Other
    $64,459
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,282,447 + $4,563 related
    Bonus
    $0
    Other
    $831
    Deferred
    $26,400
    Nontaxable benefits
    $38,059
    Filer's total
    $1,347,737 + $4,563 related

  • ROBERT POSCH MD

    PHYSICIAN

    Total calculated
    $1,339,288
    From this org
    $1,291,652
    From related orgs
    $0
    Other
    $47,636
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,285,553
    Bonus
    $0
    Other
    $6,099
    Deferred
    $24,041
    Nontaxable benefits
    $23,595
    Filer's total
    $1,339,288

  • CHRISTOPHER METZ MD

    PHYSICIAN & SECTION CHAIR

    Total calculated
    $1,182,241
    From this org
    $1,115,331
    From related orgs
    $0
    Other
    $66,910
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,102,429
    Bonus
    $8,000
    Other
    $4,902
    Deferred
    $26,400
    Nontaxable benefits
    $40,510
    Filer's total
    $1,182,241

  • ABY PHILIP MD

    PHYSICIAN & SECTION CHAIR

    Total calculated
    $1,082,078
    From this org
    $1,016,169
    From related orgs
    $0
    Other
    $65,909
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $1,015,378
    Bonus
    $0
    Other
    $791
    Deferred
    $26,400
    Nontaxable benefits
    $39,509
    Filer's total
    $1,082,078

  • TRACI MORRIS

    TREASURER/REL ORG CHIEF FINCL OFF

    Total calculated
    $1,026,042
    From this org
    $0
    From related orgs
    $900,190
    Other
    $125,852
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $669,563 related
    Bonus
    $0 + $146,723 related
    Other
    $0 + $83,904 related
    Deferred
    $0 + $123,590 related
    Nontaxable benefits
    $0 + $2,262 related
    Filer's total
    $0 + $1,026,042 related

  • KEVIN CASEY MD

    CHIEF MEDICAL OFFICER THRU 10/23

    Total calculated
    $970,543
    From this org
    $0
    From related orgs
    $828,826
    Other
    $141,717
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $544,746 related
    Bonus
    $0 + $151,370 related
    Other
    $0 + $132,710 related
    Deferred
    $0 + $111,701 related
    Nontaxable benefits
    $0 + $30,016 related
    Filer's total
    $0 + $970,543 related

  • AMY LELWICA MD

    PHYSICIAN & SECTION CHAIR

    Total calculated
    $962,992
    From this org
    $903,787
    From related orgs
    $0
    Other
    $59,205
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $893,441
    Bonus
    $8,000
    Other
    $2,346
    Deferred
    $26,400
    Nontaxable benefits
    $32,805
    Filer's total
    $962,992

  • MICHAEL WATTERS

    SECRETARY/REL ORG CHIEF LEGAL OFF

    Total calculated
    $778,653
    From this org
    $0
    From related orgs
    $645,998
    Other
    $132,655
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $489,927 related
    Bonus
    $0 + $111,318 related
    Other
    $0 + $44,753 related
    Deferred
    $0 + $93,066 related
    Nontaxable benefits
    $0 + $39,589 related
    Filer's total
    $0 + $778,653 related

  • TROY DUININCK MD

    BD DIRECTOR/PHYSICIAN & DIV CHAIR

    Total calculated
    $634,689
    From this org
    $569,417
    From related orgs
    $0
    Other
    $65,272
    Hours/week
    49 + 11 related

    Schedule J breakdown matched by us

    Base
    $567,968
    Bonus
    $0
    Other
    $1,449
    Deferred
    $26,400
    Nontaxable benefits
    $38,872
    Filer's total
    $634,689

  • KEVIN BOREN

    VICE PRESIDENT, FINANCE

    Total calculated
    $587,978
    From this org
    $0
    From related orgs
    $482,367
    Other
    $105,611
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $407,946 related
    Bonus
    $0 + $46,603 related
    Other
    $0 + $27,818 related
    Deferred
    $0 + $64,653 related
    Nontaxable benefits
    $0 + $40,958 related
    Filer's total
    $0 + $587,978 related

  • TODD DEFREECE

    SENIOR VICE PRESIDENT, OPERATIONS

    Total calculated
    $385,071
    From this org
    $0
    From related orgs
    $307,414
    Other
    $77,657
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,044 related
    Bonus
    $0 + $28,127 related
    Other
    $0 + $17,243 related
    Deferred
    $0 + $44,003 related
    Nontaxable benefits
    $0 + $33,654 related
    Filer's total
    $0 + $385,071 related

  • JAN BALDWIN MD

    BOARD DIRECTOR/RELATED ORG PHYSICIAN

    Total calculated
    $365,955
    From this org
    $0
    From related orgs
    $314,140
    Other
    $51,815
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $312,229 related
    Bonus
    $0
    Other
    $0 + $1,911 related
    Deferred
    $0 + $24,138 related
    Nontaxable benefits
    $0 + $27,677 related
    Filer's total
    $0 + $365,955 related

  • SARA LOKSTAD MD

    ASSOCIATE CHIEF MEDICAL OFFICER

    Total calculated
    $341,222
    From this org
    $320,356
    From related orgs
    $0
    Other
    $20,866
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $319,869
    Bonus
    $0
    Other
    $487
    Deferred
    $19,234
    Nontaxable benefits
    $1,632
    Filer's total
    $341,222

  • SANDY ZUTZ-WICZEK

    ADMINISTRATOR

    Total calculated
    $321,570
    From this org
    $270,678
    From related orgs
    $0
    Other
    $50,892
    Hours/week
    58 + 2 related

    Schedule J breakdown matched by us

    Base
    $250,683
    Bonus
    $19,408
    Other
    $587
    Deferred
    $12,237
    Nontaxable benefits
    $38,655
    Filer's total
    $321,570

  • MICHAEL LARSON

    SENIOR VP, OPERATIONS THRU 6/23

    Total calculated
    $298,183
    From this org
    $0
    From related orgs
    $264,107
    Other
    $34,076
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,374 related
    Bonus
    $0 + $69,751 related
    Other
    $0 + $31,982 related
    Deferred
    $0 + $20,329 related
    Nontaxable benefits
    $0 + $13,747 related
    Filer's total
    $0 + $298,183 related

  • MELISSA MCKAY

    REGIONAL NURSING DIRECTOR

    Total calculated
    $265,416
    From this org
    $0
    From related orgs
    $218,794
    Other
    $46,622
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,589 related
    Bonus
    $0
    Other
    $0 + $205 related
    Deferred
    $0 + $11,379 related
    Nontaxable benefits
    $0 + $35,243 related
    Filer's total
    $0 + $265,416 related

  • PETER HENRY MD

    FORMER CHIEF MEDICAL OFFICER

    Total calculated
    $126,723
    From this org
    $118,625
    From related orgs
    $0
    Other
    $8,098
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $98,223
    Bonus
    $0
    Other
    $20,402
    Deferred
    $7,876
    Nontaxable benefits
    $222
    Filer's total
    $126,723

  • JOSEPH MIHALEK

    BOARD CHAIR

    Total calculated
    $12,700
    From this org
    $0
    From related orgs
    $12,700
    Other
    $0
    Hours/week
    2 + 24 related

  • ALAN ROCK

    BOARD DIRECTOR

    Total calculated
    $10,100
    From this org
    $0
    From related orgs
    $10,100
    Other
    $0
    Hours/week
    1 + 11 related

  • ANTHONY SERTICH

    BOARD DIRECTOR

    Total calculated
    $10,100
    From this org
    $0
    From related orgs
    $10,100
    Other
    $0
    Hours/week
    1 + 13 related

  • RENEE WACHTER

    BOARD VICE CHAIR THRU 12/23

    Total calculated
    $8,700
    From this org
    $0
    From related orgs
    $8,700
    Other
    $0
    Hours/week
    2 + 24 related

  • THOMAS JAMAR

    BOARD DIRECTOR

    Total calculated
    $7,200
    From this org
    $0
    From related orgs
    $7,200
    Other
    $0
    Hours/week
    1 + 11 related

  • TONY YUNG

    BOARD DIRECTOR

    Total calculated
    $7,200
    From this org
    $0
    From related orgs
    $7,200
    Other
    $0
    Hours/week
    1 + 11 related

  • AMY BERGSTROM

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • GEORGE LOBAN

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • HARA CHARLIER

    BOARD DIRECTOR THRU 12/23

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • SISTER BEVERLY RAWAY

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 14 related

  • SISTER JEANNE ANN WEBER

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 11 related

  • SISTER THERESE CARSON

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 11 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

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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
ESTABLISHING CEO'S COMPENSATION: ESSENTIA HEALTH, AS A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH ESSENTIA HEALTH BRAINERD SPECIALTY CLINIC'S ADMINISTRATOR'S COMPENSATION: A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINES 4A-B
SEVERANCE PAYMENT: KEY EMPLOYEE KEVIN CASEY, MD RECEIVED PAYMENTS TOTALING $129,325 IN CALENDAR YEAR 2023 RELATED TO A TERMINATION AGREEMENT. UNDER THE TERMS OF THE AGREEMENT, CASEY WILL RECEIVE PAY TOTALING $1,029,319 & BENEFITS TOTALING $33,928 FROM OCTOBER 9, 2023 TO APRIL 8, 2025. ALL OTHER INDIVIDUALS LISTED AS FORMERS IN FORM 990, PART VII, SECTION A, LINE 1A DID NOT RECEIVE A SEVERANCE PAYMENT DURING CALENDAR YEAR 2023. THESE INDIVIDUALS REMAIN EMPLOYED WITHIN ESSENTIA HEALTH AND ITS SUBSIDIARIES. SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: ESSENTIA HEALTH'S NONQUALIFIED RETIREMENT PLAN IS OFFERED TO DESIGNATED ESSENTIA HEALTH EXECUTIVES. THERE IS A MINIMUM FOUR YEAR VESTING DATE, OR VESTING IS AUTOMATIC UPON REACHING RETIREMENT AGE, DEATH, DISABILITY OR INVOLUNTARY TERMINATION WITHOUT CAUSE. BENEFITS ARE SUBJECT TO INCOME TAXES UPON VESTING AND PAYABLE FROM ESSENTIA HEALTH'S GENERAL ASSETS. REPORTED AS OTHER REPORTABLE COMPENSATION IN SCHEDULE J, PART II, COLUMN B (III), THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A RECEIVED PAYMENT OF THE VESTED BENEFIT FROM THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DURING THE YEAR: TRACI MORRIS $79,902 MICHAEL WATTERS $33,314 KEVIN BOREN $25,627 MICHAEL LARSON $25,201 PETER HENRY, MD $20,402 REPORTED AS RETIREMENT AND OTHER DEFERRED COMPENSATION IN SCHEDULE J, PART II, COLUMN C, ESSENTIA HEALTH MADE CONTRIBUTIONS, SUBJECT TO THE VESTING TERMS, DURING THE YEAR INTO THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN ON BEHALF OF THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A: TRACI MORRIS $97,190 KEVIN CASEY, MD $85,301 MICHAEL WATTERS $68,732 KEVIN BOREN $38,253 TODD DEFREECE $44,003 MICHAEL LARSON $6,975

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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202541269349302774

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

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