Totals
- Total revenue
- $13,111,980
- Total expenses
- $13,080,647
- Contributions and grants received
- $299,088
- Grants paid
- $51,128
- Program services expenses (Part IX)
- $10,365,216
- Management and general expenses
- $2,715,431
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $10,365,216
Program services were 79.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BENJAMIN SMITH MD
BOARD DIRECTOR/RELATED ORG PHYSICIAN
- Total calculated
- $1,788,790
- From this org
- $0
- From related orgs
- $1,712,767
- Other
- $76,023
- Hours/week
- 0.2 + 59.8 related
Schedule J breakdown matched by us
- Base
- $0 + $1,711,627 related
- Bonus
- $0
- Other
- $0 + $1,140 related
- Deferred
- $0 + $27,600 related
- Nontaxable benefits
- $0 + $48,423 related
- Filer's total
- $0 + $1,788,790 related
-
TRACI MORRIS
TREASURER/REL ORG CHIEF FINCL OFF
- Total calculated
- $1,199,416
- From this org
- $0
- From related orgs
- $1,054,730
- Other
- $144,686
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $702,675 related
- Bonus
- $0 + $269,075 related
- Other
- $0 + $82,980 related
- Deferred
- $0 + $142,406 related
- Nontaxable benefits
- $0 + $2,280 related
- Filer's total
- $0 + $1,199,416 related
-
MICHAEL WATTERS
SECRETARY/REL ORG CHIEF LEGAL OFF
- Total calculated
- $924,527
- From this org
- $0
- From related orgs
- $773,128
- Other
- $151,399
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $506,819 related
- Bonus
- $0 + $192,028 related
- Other
- $0 + $74,281 related
- Deferred
- $0 + $109,834 related
- Nontaxable benefits
- $0 + $41,565 related
- Filer's total
- $0 + $924,527 related
-
TAYLOR MERTZ MD
BD DIRECTOR/REL ORG PHYS & SEC CHAIR
- Total calculated
- $443,642
- From this org
- $0
- From related orgs
- $375,862
- Other
- $67,780
- Hours/week
- 0.2 + 59.8 related
Schedule J breakdown matched by us
- Base
- $0 + $375,504 related
- Bonus
- $0
- Other
- $0 + $358 related
- Deferred
- $0 + $27,307 related
- Nontaxable benefits
- $0 + $40,473 related
- Filer's total
- $0 + $443,642 related
-
JAY SCHMIDT MD
PHYSICIAN & CHIEF OF STAFF
- Total calculated
- $400,787
- From this org
- $0
- From related orgs
- $345,724
- Other
- $55,063
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $334,404 related
- Bonus
- $0
- Other
- $0 + $11,320 related
- Deferred
- $0 + $27,355 related
- Nontaxable benefits
- $0 + $27,708 related
- Filer's total
- $0 + $400,787 related
-
DUANE STRAND MD
FORMER PHYSICIAN LEADER
- Total calculated
- $354,114
- From this org
- $0
- From related orgs
- $303,413
- Other
- $50,701
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $301,501 related
- Bonus
- $0
- Other
- $0 + $1,912 related
- Deferred
- $0 + $23,919 related
- Nontaxable benefits
- $0 + $26,782 related
- Filer's total
- $0 + $354,114 related
-
KIMBERLY BODENSTEINER
FINANCE DIRECTOR
- Total calculated
- $275,953
- From this org
- $0
- From related orgs
- $247,040
- Other
- $28,913
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $222,996 related
- Bonus
- $0 + $23,155 related
- Other
- $0 + $889 related
- Deferred
- $0 + $12,532 related
- Nontaxable benefits
- $0 + $16,381 related
- Filer's total
- $0 + $275,953 related
-
JULIE ROSENBERG
FORMER ADMINISTRATOR
- Total calculated
- $239,096
- From this org
- $0
- From related orgs
- $190,888
- Other
- $48,208
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $161,086 related
- Bonus
- $0 + $17,738 related
- Other
- $0 + $12,064 related
- Deferred
- $0 + $9,987 related
- Nontaxable benefits
- $0 + $38,221 related
- Filer's total
- $0 + $239,096 related
-
HANNAH JOHNSON
NURSE PRACTITIONER
- Total calculated
- $230,495
- From this org
- $177,865
- From related orgs
- $0
- Other
- $52,630
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $177,754
- Bonus
- $0
- Other
- $111
- Deferred
- $9,700
- Nontaxable benefits
- $42,930
- Filer's total
- $230,495
-
CAROLYN TCHIDA
NURSING DIRECTOR
- Total calculated
- $210,744
- From this org
- $76,191
- From related orgs
- $90,143
- Other
- $44,410
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $55,858 + $89,687 related
- Bonus
- $20,000
- Other
- $333 + $456 related
- Deferred
- $2,770 + $3,356 related
- Nontaxable benefits
- $13,235 + $25,049 related
- Filer's total
- $92,196 + $118,548 related
-
ERIKA CASLIN
NURSE PRACTITIONER
- Total calculated
- $200,186
- From this org
- $153,702
- From related orgs
- $0
- Other
- $46,484
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $153,636
- Bonus
- $0
- Other
- $66
- Deferred
- $8,176
- Nontaxable benefits
- $38,308
- Filer's total
- $200,186
-
JAMES CHRISTENSEN MD
BOARD DIRECTOR/RELATED ORG PHYSICIAN
- Total calculated
- $174,893
- From this org
- $0
- From related orgs
- $148,114
- Other
- $26,779
- Hours/week
- 0.2 + 59.8 related
Schedule J breakdown matched by us
- Base
- $0 + $146,890 related
- Bonus
- $0
- Other
- $0 + $1,224 related
- Deferred
- $0 + $11,531 related
- Nontaxable benefits
- $0 + $15,248 related
- Filer's total
- $0 + $174,893 related
-
ASHLEIGH NEUMAN
NURSE PRACTITIONER
- Total calculated
- $165,765
- From this org
- $133,221
- From related orgs
- $0
- Other
- $32,544
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $133,177
- Bonus
- $0
- Other
- $44
- Deferred
- $6,707
- Nontaxable benefits
- $25,837
- Filer's total
- $165,765
-
ABIGAIL WILLIAMS
DIAGNOSTIC IMAGING SUPERVISOR
- Total calculated
- $163,451
- From this org
- $114,590
- From related orgs
- $0
- Other
- $48,861
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $114,508
- Bonus
- $0
- Other
- $82
- Deferred
- $6,373
- Nontaxable benefits
- $42,488
- Filer's total
- $163,451
-
CASSANDRA RAHRLIEN
REGISTERED NURSE
- Total calculated
- $138,999
- From this org
- $118,347
- From related orgs
- $0
- Other
- $20,652
- Hours/week
- 60
-
DEBRA STUEVE
ADMINISTRATOR
- Total calculated
- $132,333
- From this org
- $103,552
- From related orgs
- $0
- Other
- $28,781
- Hours/week
- 60
-
JOEL HAUGEN MD
BD CHAIR/REL ORG RETIRED PHYSICIAN
- Total calculated
- $116,155
- From this org
- $0
- From related orgs
- $116,155
- Other
- $0
- Hours/week
- 0.2 + 0.8 related
-
LAURIE LEWANDOWSKI
BOARD DIRECTOR
- Total calculated
- $23,375
- From this org
- $0
- From related orgs
- $23,375
- Other
- $0
- Hours/week
- 0.2 + 3.8 related
-
ARRICK JACKSON
BOARD DIRECTOR THRU 5/25
- Total calculated
- $4,500
- From this org
- $0
- From related orgs
- $4,500
- Other
- $0
- Hours/week
- 0.2 + 0.8 related
-
TIMOTHY HEILMAN
BOARD VICE CHAIR
- Total calculated
- $4,500
- From this org
- $0
- From related orgs
- $4,500
- Other
- $0
- Hours/week
- 0.2 + 0.8 related
-
ANDERSON ST GEORGE
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
JENNY OLSON
BOARD DIRECTOR THRU 2/25
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
KIM PLADSON
BOARD DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 related
-
SISTER BEVERLY HORN
BOARD DIRECTOR THRU 4/25
- Total calculated
- $0
- Hours/week
- 0.2 + 0.8 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
- 4b · Supplemental nonqualified retirement plan
- 8 · Paid under the initial-contract exception
- 9 · Followed the rebuttable-presumption procedure
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
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 HOLY TRINITY HOSPITAL'S ADMINISTRATOR'S COMPENSATION: A COMPENSATION COMMITTEE, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
- PART I, LINE 4B
- 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 $78,928 MICHAEL WATTERS $62,797 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 $114,806 MICHAEL WATTERS $84,801
- PART I, LINE 8
- INITIAL CONTRACT EXCEPTION: ESSENTIA HEALTH HOLY TRINITY'S NURSING DIRECTOR, CAROLYN TCHIDA, RECEIVED COMPENSATION DURING THE YEAR UNDER AN INITIAL EMPLOYMENT AGREEMENT SUBJECT TO THE INITIAL CONTRACT EXCEPTION. THROUGH AN AUTHORIZED BODY OF THE ORGANIZATION, THIS COMPENSATION ARRANGEMENT WAS REVIEWED AND APPROVED BY INDEPENDENT PERSONS USING COMPARABILITY DATA; DELIBERATIONS AND DECISIONS WERE DOCUMENTED. ESSENTIA HEALTH HOLY TRINITY'S NURSE PRACTITIONER, ASHLEIGH NEUMAN, RECEIVED COMPENSATION DURING THE YEAR UNDER AN INITIAL EMPLOYMENT AGREEMENT SUBJECT TO THE INITIAL CONTRACT EXCEPTION. THROUGH THE ESSENTIA HEALTH PHYSICIAN AND PROVIDER COMPENSATION COMMITTEE, THIS COMPENSATION ARRANGEMENT WAS REVIEWED AND APPROVED BY INDEPENDENT PERSONS USING COMPARABILITY DATA; DELIBERATIONS AND DECISIONS WERE DOCUMENTED. ESSENTIA HEALTH HOLY TRINITY'S ADMINISTRATOR, DEBRA STUEVE, RECEIVED COMPENSATION DURING THE YEAR UNDER AN INITIAL EMPLOYMENT AGREEMENT SUBJECT TO THE INITIAL CONTRACT EXCEPTION. THROUGH THE ESSENTIA HEALTH EXECUTIVE COMPENSATION COMMITTEE, THIS COMPENSATION ARRANGEMENT WAS REVIEWED AND APPROVED BY INDEPENDENT PERSONS USING COMPARABILITY DATA; DELIBERATIONS AND DECISIONS WERE DOCUMENTED.
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
-
$28,023
PROGRAM SUPPORT
-
$15,000
PROGRAM SUPPORT
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.
-
501(C)(3) · CLINIC · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
DEER RIVER HEALTHCARE CENTER INC
501(C)(3) · HOSPITAL/CLINIC/SKILLED NURSING FACILITY · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · SUPPORTING ORG · MN
-
501(C)(3) · SUPPORTING ORG · DE · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · FOUNDATION · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
ESSENTIA HEALTH SURGERY CENTERS
501(C)(3) · SURGERY CENTER · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
ESSENTIA INSTITUTE OF RURAL HEALTH
501(C)(3) · RESEARCH · MN · controlled entity
Directly controlled by THE DULUTH CLINIC LTD
-
501(C)(3) · HOSPITAL/CLINIC/SKILLED NURSING FACILITY · MN · controlled entity
Directly controlled by INNOVIS HEALTH LLC
-
501(C)(3) · HOSPITAL/CLINIC · DE · controlled entity
Directly controlled by ESSENTIA HEALTH
-
MIDWEST MEDICAL EQUIPMENT AND SUPPLIES INC
501(C)(3) · MEDICAL EQUIPMENT · MN · controlled entity
Directly controlled by ST MARY'S MEDICAL CENTER
-
501(C)(3) · HOSPITAL/CLINIC/SKILLED NURSING FACILITY · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
POLINSKY MEDICAL REHABILITATION CENTER
501(C)(3) · REHABILITATION SERVICES · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
ST MARY'S DULUTH CLINIC HEALTH SYSTEM
501(C)(3) · SUPPORTING ORG · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · EMERGENCY SERVICES · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
ST MARY'S HOSPITAL OF SUPERIOR
501(C)(3) · HOSPITAL/CLINIC · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · PHARMACY · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · HOSPITAL · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
ST MARY'S REGIONAL HEALTH CENTER
501(C)(3) · HOSPITAL/CLINIC/SKILLED NURSING FACILITY · MN · controlled entity
Directly controlled by ESSENTIA HEALTH
-
501(C)(3) · CLINIC · DE · controlled entity
Directly controlled by ESSENTIA HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202621319349302107
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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