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Nonprofiteer
← AMERY REGIONAL MEDICAL CENTER INC

Form 990 for tax year 2024

Filed by AMERY REGIONAL MEDICAL CENTER INC.

Totals

Total revenue
$88,005,084
Total expenses
$80,756,189
Contributions and grants received
$838,610
Grants paid
$5,306
Program service revenue
$85,297,343
Investment income
$1,869,131
Other revenue
$0
Total assets, end of year
$69,533,464
Total liabilities, end of year
$20,394,731
Net assets or fund balances, end of year
$49,138,733
Program services expenses (Part IX)
$71,069,895
Management and general expenses
$9,686,294
Fundraising expenses
$0
Program service expenses (Part III)
$71,069,895

Program services were 88.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $125,176

  • 1e · Government grants (contributions)

    $713,434

  • 2a · Program service revenue: PATIENT SERVICES

    total $80,426,279 · related or exempt $80,426,279

  • 2b · Program service revenue: MEDICAL RETAIL

    total $4,648,004 · related or exempt $4,648,004

  • 2c · Program service revenue: CAFETERIA

    total $123,731 · related or exempt $123,731

  • 2d · Program service revenue: CONTRACT REVENUE

    total $99,329 · related or exempt $99,329

  • 3 · Investment income

    total $1,869,131 · excluded $1,869,131

  • 6a · Gross rents

    real property $14,300

  • 6b · Less rental expenses

    real property $14,300

  • 6c · Rental income or loss

    real property $0

  • 6d · Net rental income or loss

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,306 · program services $5,306

  • 5 · Compensation of officers, directors and key employees

    total $261,964 · management and general $261,964

  • 7 · Other salaries and wages

    total $42,263,842 · program services $38,048,260 · management and general $4,215,582

  • 8 · Pension plan contributions

    total $1,344,432 · program services $1,180,864 · management and general $163,568

  • 9 · Other employee benefits

    total $8,413,298 · program services $7,173,464 · management and general $1,239,834

  • 10 · Payroll taxes

    total $2,249,011 · program services $2,019,308 · management and general $229,703

  • 11b · Fees: legal

    total $80,070 · program services $56,049 · management and general $24,021

  • 11c · Fees: accounting

    total $104,788 · management and general $104,788

  • 11g · Fees: other

    total $5,479,700 · program services $5,079,347 · management and general $400,353

  • 12 · Advertising and promotion

    total $280,572 · program services $70,905 · management and general $209,667

  • 13 · Office expenses

    total $306,347 · program services $186,080 · management and general $120,267

  • 14 · Information technology

    total $1,500,682 · program services $213,992 · management and general $1,286,690

  • 16 · Occupancy

    total $1,146,112 · program services $1,038,393 · management and general $107,719

  • 17 · Travel

    total $173,993 · program services $157,918 · management and general $16,075

  • 19 · Conferences, conventions and meetings

    total $65,389 · program services $58,182 · management and general $7,207

  • 20 · Interest

    total $491,938 · program services $444,980 · management and general $46,958

  • 22 · Depreciation, depletion and amortization

    total $2,988,337 · program services $2,521,817 · management and general $466,520

  • 23 · Insurance

    total $370,443 · program services $167,152 · management and general $203,291

  • 24a · Other expenses: MEDICAL & DRUG SUPPLIES

    total $11,052,883 · program services $11,019,186 · management and general $33,697

  • 24b · Other expenses: EQUIP. RENT & REPAIR

    total $1,324,182 · program services $1,260,608 · management and general $63,574

  • 24c · Other expenses: OTHER EXPENSE

    total $852,900 · program services $368,084 · management and general $484,816

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $8,013,123 · end of year $11,990,456

  • 4 · Accounts receivable

    beginning of year $11,172,410 · end of year $14,210,145

  • 8 · Inventories for sale or use

    beginning of year $1,190,296 · end of year $1,019,118

  • 9 · Prepaid expenses and deferred charges

    beginning of year $61,310 · end of year $71,578

  • 10a · Land, buildings and equipment: cost or other basis

    $71,816,695

  • 10b · Land, buildings and equipment: accumulated depreciation

    $51,098,473

  • 10c · Land, buildings and equipment, net

    beginning of year $20,638,341 · end of year $20,718,222

  • 11 · Investments: publicly traded securities

    beginning of year $19,014,177 · end of year $20,346,778

  • 13 · Investments: program-related

    beginning of year $1,569,349 · end of year $991,231

  • 15 · Other assets

    beginning of year $232,035 · end of year $185,936

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,796,193 · end of year $5,416,199

  • 19 · Deferred revenue

    beginning of year $600,538 · end of year $377,395

  • 20 · Tax-exempt bond liabilities

    beginning of year $16,462,199 · end of year $14,420,054

  • 25 · Other liabilities

    beginning of year $240,478 · end of year $181,083

  • 27 · Net assets without donor restrictions

    beginning of year $41,791,633 · end of year $49,138,733

Mission and programs · 2024

Mission

AMERY REGIONAL MEDICAL CENTER IS COMMITTED TO PROVIDEACCESSIBLE, COMPREHENSIVE, QUALITY HEALTHCARE AND TO PROMOTE THEHEALTH AND WELLNESS OF ITS COMMUNITY.

Activities or mission (Part I)

TO PROVIDE ACCESSIBLE, COMPREHENSIVE, QUALITY HEALTHCARE

  • SEE SCHEDULE O - EXEMPT PURPOSE AND ACHIEVEMENTS FOR A DESCRIPTION OF PROGRAM SERVICE ACCOMPLISHMENTS

    Expenses $71,069,895 · Grants $5,306 · Revenue $85,297,343

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ROSS R BULLARD

    DIRECTOR & TREASURER

    Total calculated
    $419,447
    From this org
    $0
    From related orgs
    $313,880
    Other
    $105,567
    Hours/week
    2 + 43 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,702 related
    Bonus
    $0 + $48,198 related
    Other
    $0 + $3,980 related
    Deferred
    $0 + $62,655 related
    Nontaxable benefits
    $0 + $42,912 related
    Filer's total
    $0 + $419,447 related

  • ISAAC CHRISTIENSON

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • RICK DADO

    DIRECTOR & VICE CHAIR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • JASON GALLAGHER

    DIRECTOR

    Total calculated
    $543,582
    From this org
    $0
    From related orgs
    $425,637
    Other
    $117,945
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,762 related
    Bonus
    $0 + $91,192 related
    Other
    $0 + $13,683 related
    Deferred
    $0 + $72,646 related
    Nontaxable benefits
    $0 + $45,299 related
    Filer's total
    $0 + $543,582 related

  • MAI XIA HER-WARNER

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • STEVEN J LONG MD

    DIRECTOR

    Total calculated
    $498,051
    From this org
    $0
    From related orgs
    $426,424
    Other
    $71,627
    Hours/week
    0.25 + 57.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,781 related
    Bonus
    $0 + $12,790 related
    Other
    $0 + $101,853 related
    Deferred
    $0 + $25,875 related
    Nontaxable benefits
    $0 + $45,752 related
    Filer's total
    $0 + $498,051 related

  • CHRIS PETERSEN

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • MARTIN E RICHARDS MD

    DIRECTOR

    Total calculated
    $621,250
    From this org
    $0
    From related orgs
    $547,694
    Other
    $73,556
    Hours/week
    0.25 + 39.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $445,881 related
    Bonus
    $0 + $22,840 related
    Other
    $0 + $78,973 related
    Deferred
    $0 + $25,875 related
    Nontaxable benefits
    $0 + $47,681 related
    Filer's total
    $0 + $621,250 related

  • JANE JOHNSON

    DIRECTOR & SECRETARY

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • ORALEE SCHOCK

    DIRECTOR & CHAIR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • MARYANN SCOGLIO APRN

    DIRECTOR

    Total calculated
    $236,656
    From this org
    $0
    From related orgs
    $184,639
    Other
    $52,017
    Hours/week
    0.25 + 59.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $128,056 related
    Bonus
    $0
    Other
    $0 + $56,583 related
    Deferred
    $0 + $14,331 related
    Nontaxable benefits
    $0 + $37,686 related
    Filer's total
    $0 + $236,656 related

  • CHUCK WILLIAMSON

    DIRECTOR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.25 related

  • DEBRA A RUDQUIST

    PRESIDENT

    Total calculated
    $481,799
    From this org
    $0
    From related orgs
    $414,133
    Other
    $67,666
    Hours/week
    0.25 + 44.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $315,747 related
    Bonus
    $0 + $86,676 related
    Other
    $0 + $11,710 related
    Deferred
    $0 + $27,756 related
    Nontaxable benefits
    $0 + $39,910 related
    Filer's total
    $0 + $481,799 related

  • KEVIN M JUST

    VP PATIENT CARE SERVICES

    Total calculated
    $261,964
    From this org
    $237,730
    From related orgs
    $0
    Other
    $24,234
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $200,862
    Bonus
    $35,916
    Other
    $952
    Deferred
    $8,848
    Nontaxable benefits
    $15,386
    Filer's total
    $261,964

  • ALITA R RISINGER

    CFO (JULY - DEC)

    Total calculated
    $880,339
    From this org
    $0
    From related orgs
    $725,287
    Other
    $155,052
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $483,006 related
    Bonus
    $0 + $238,898 related
    Other
    $0 + $3,383 related
    Deferred
    $0 + $105,485 related
    Nontaxable benefits
    $0 + $49,567 related
    Filer's total
    $0 + $880,339 related

  • DOUGLAS E JOHNSON

    CFO (DEC - JUN)

    Total calculated
    $540,868
    From this org
    $0
    From related orgs
    $511,654
    Other
    $29,214
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $198,865 related
    Bonus
    $0 + $136,445 related
    Other
    $0 + $176,344 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $29,214 related
    Filer's total
    $0 + $540,868 related

  • PATRICK D SURA MD

    CHIEF MED OFFICER (JAN-OCT)

    Total calculated
    $512,983
    From this org
    $0
    From related orgs
    $441,054
    Other
    $71,929
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $405,812 related
    Bonus
    $0 + $12,790 related
    Other
    $0 + $22,452 related
    Deferred
    $0 + $25,875 related
    Nontaxable benefits
    $0 + $46,054 related
    Filer's total
    $0 + $512,983 related

  • ANTHONY R GOULD

    OPERATIONS DIRECTOR

    Total calculated
    $226,200
    From this org
    $179,790
    From related orgs
    $0
    Other
    $46,410
    Hours/week
    48

    Schedule J breakdown matched by us

    Base
    $159,721
    Bonus
    $14,042
    Other
    $6,027
    Deferred
    $7,224
    Nontaxable benefits
    $39,186
    Filer's total
    $226,200

  • JOLLEEN M NICHOLS

    PROVIDER-APNP

    Total calculated
    $196,251
    From this org
    $174,862
    From related orgs
    $0
    Other
    $21,389
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,144
    Bonus
    $500
    Other
    $30,218
    Deferred
    $6,997
    Nontaxable benefits
    $14,392
    Filer's total
    $196,251

  • JENNIFER M STUHR

    PHARMACY MANAGER

    Total calculated
    $203,852
    From this org
    $160,044
    From related orgs
    $0
    Other
    $43,808
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,621
    Bonus
    $10,638
    Other
    $785
    Deferred
    $6,783
    Nontaxable benefits
    $37,025
    Filer's total
    $203,852

  • VICTORIA R STUDTMANN

    PROVIDER-APNP

    Total calculated
    $202,179
    From this org
    $157,528
    From related orgs
    $0
    Other
    $44,651
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $122,607
    Bonus
    $500
    Other
    $34,421
    Deferred
    $6,577
    Nontaxable benefits
    $38,074
    Filer's total
    $202,179

  • JOANN R SCRIBNER

    HOSPITAL SURGERY MANAGER

    Total calculated
    $164,896
    From this org
    $146,665
    From related orgs
    $0
    Other
    $18,231
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $131,610
    Bonus
    $8,660
    Other
    $6,395
    Deferred
    $5,669
    Nontaxable benefits
    $12,562
    Filer's total
    $164,896

  • JASON J LUHRS

    FORMER CFO

    Total calculated
    $448,008
    From this org
    $0
    From related orgs
    $377,218
    Other
    $70,790
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $273,112 related
    Bonus
    $0 + $100,078 related
    Other
    $0 + $4,028 related
    Deferred
    $0 + $25,875 related
    Nontaxable benefits
    $0 + $44,915 related
    Filer's total
    $0 + $448,008 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, and on a Form 990-PF Part VIII's — 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
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
AMERY'S PRESIDENT AND ITS OFFICERS ARE EMPLOYED BY REGIONS HOSPITAL (REGIONS) OR BY GROUP HEALTH, INC. (GHI), OR LAKEVIEW HOSPITAL, ALL OF WHICH ARE RELATED ORGANIZATIONS, OR BY AMERY. GHI, REGIONS, LAKEVIEW AND AMERY HAVE AN ANNUAL PROCESS TO REVIEW THE MARKET COMPARABILITY OF THE TOTAL COMPENSATION OF AMERY'S PRESIDENT AND OTHER OFFICERS.
PART I, LINE 4B
DEFERRED COMPENSATION IN COLUMN C OF SCHEDULE J, PART II INCLUDES AMOUNTS FROM A NONQUALIFIED 457(F) PLAN FOR THE FOLLOWING DIRECTORS AND OFFICERS: ALITA RISINGER $50,924
PART I, LINE 6
AMERY'S OFFICERS, DIRECTORS AND HIGHEST COMPENSATED EMPLOYEES ARE EMPLOYED BY REGIONS HOSPITAL (REGIONS),GROUP HEALTH, INC. (GHI), OR LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION (LAKEVIEW), RELATED ORGANIZATIONS, OR BY AMERY. COMPENSATION REPORTED IN FORM 990, PART VIII INCLUDES ANY COMPENSATION DERIVED FROM REGIONS, GHI, LAKEVIEW OR AMERY'S LEADERSHIP INCENTIVE PROGRAMS, WHICH INCENT AND REWARD BUSINESS LEADERS WHO HELP THE ORGANIZATION ACHIEVE STATED BUSINESS AND/OR HEALTH IMPROVEMENT GOALS FOR A SPECIFIC FISCAL YEAR. THE PROGRAMS ARE A KEY ELEMENT OF THE PARTICIPANT'S TOTAL COMPENSATION PACKAGE. THE LEADERSHIP INCENTIVE PROGRAMS' REWARDS ARE BASED ON POSITION IN THE ORGANIZATION (E.G. VICE PRESIDENT, DIRECTOR, MANAGER, OTHER SPECIFICALLY IDENTIFIED LEADERS) AND THE ACHIEVEMENT OF BUSINESS AND HEALTH IMPROVEMENT GOALS ESTABLISHED IN A VARIETY OF AREAS. GOALS WILL BE RELATED TO THE ORGANIZATION'S STRATEGIC PLAN AND WILL BE BALANCED. THESE AREAS MAY INCLUDE, BUT ARE NOT LIMITED TO, PATIENT SATISFACTION, EMPLOYEE SATISFACTION, WORK ENVIRONMENT, HEALTH EQUITY, HEALTHCARE AFFORDABILITY MEASURES, HEALTH PLAN AND CARE DELIVERY MARKET SHARE, STRATEGIC CAPABILITIES, HOSPITAL AND CLINIC QUALITY MEASURES, FINANCIAL PERFORMANCE (OPERATING INCOME), ETC., AND WILL BE DEFINED ANNUALLY FOR EACH YEAR'S PROGRAM. A OPERATING MARGIN THRESHOLD MUST BE MET FOR ANY PAYMENT TO BE MADE FROM THE PROGRAM AND THERE IS A CAP ON THE MAXIMUM INCENTIVE POTENTIALLY AVAILABLE TO EACH PARTICIPANT.
SCHEDULE J, PART II - PRIOR REPORTED COMPENSATION
COLUMN (F) INCLUDES AMOUNTS PAID TO PARTICIPANTS IN THE CURRENT YEAR, WHICH WERE PREVIOUSLY REPORTED IN COLUMN (C) OF PRIOR YEARS' 990'S, AS RETIREMENT AND DEFERRED COMPENSATION, FOR THE FOLLOWING DIRECTORS, OFFICERS, AND FORMER OFFICERS: DOUGLAS JOHNSON $ 121,739 ANY ANALYSIS OF EARNINGS FOR THE CURRENT YEAR, FOR THESE PARTICIPANTS OF THE PLAN, SHOULD EXCLUDE THE AMOUNT IN COLUMN F AS PART OF THE ANALYSIS SINCE THOSE EARNINGS WERE ALREADY REPORTED IN COLUMN (C) OF PREVIOUS YEARS' 990'S.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202533219349318003

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