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Nonprofiteer
← ST MARYS DULUTH CLINIC HEALTH SYSTEM

Form 990 for tax year 2023

Filed by ST MARYS DULUTH CLINIC HEALTH SYSTEM.

Totals

Total revenue
$0
Total expenses
$0
Contributions and grants received
$0
Grants paid
$0
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Listed in Part VII

  • DAVID HERMAN MD

    FORMER INTERIM PRESIDENT

    Total calculated
    $3,407,943
    From this org
    $0
    From related orgs
    $3,045,950
    Other
    $361,993
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,695,888 related
    Bonus
    $0 + $1,026,207 related
    Other
    $0 + $323,855 related
    Deferred
    $0 + $358,867 related
    Nontaxable benefits
    $0 + $3,126 related
    Filer's total
    $0 + $3,407,943 related

  • BRADLEY BEARD

    CHIEF OPERATING OFFICER

    Total calculated
    $1,233,381
    From this org
    $0
    From related orgs
    $1,073,967
    Other
    $159,414
    Hours/week
    50 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $623,960 related
    Bonus
    $0 + $141,083 related
    Other
    $0 + $308,924 related
    Deferred
    $0 + $117,040 related
    Nontaxable benefits
    $0 + $42,374 related
    Filer's total
    $0 + $1,233,381 related

  • WILLIAM HEEGAARD MD

    PRESIDENT THRU 4/24

    Total calculated
    $1,062,122
    From this org
    $0
    From related orgs
    $879,244
    Other
    $182,878
    Hours/week
    54 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $692,531 related
    Bonus
    $0 + $175,228 related
    Other
    $0 + $11,485 related
    Deferred
    $0 + $140,520 related
    Nontaxable benefits
    $0 + $42,358 related
    Filer's total
    $0 + $1,062,122 related

  • 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

  • DANIEL NIKCEVICH MD

    FORMER PRESIDENT

    Total calculated
    $899,178
    From this org
    $0
    From related orgs
    $838,948
    Other
    $60,230
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $782,526 related
    Bonus
    $0
    Other
    $0 + $56,422 related
    Deferred
    $0 + $22,699 related
    Nontaxable benefits
    $0 + $37,531 related
    Filer's total
    $0 + $899,178 related

  • 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

  • ANNE STEPHEN MD

    CHIEF MEDICAL OFFICER THRU 5/24

    Total calculated
    $769,531
    From this org
    $0
    From related orgs
    $644,847
    Other
    $124,684
    Hours/week
    54 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $471,933 related
    Bonus
    $0 + $107,579 related
    Other
    $0 + $65,335 related
    Deferred
    $0 + $92,380 related
    Nontaxable benefits
    $0 + $32,304 related
    Filer's total
    $0 + $769,531 related

  • RHONDA KAZIK

    CHIEF NURSE EXECUTIVE

    Total calculated
    $671,423
    From this org
    $0
    From related orgs
    $555,556
    Other
    $115,867
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

    Base
    $0 + $450,726 related
    Bonus
    $0 + $97,962 related
    Other
    $0 + $6,868 related
    Deferred
    $0 + $88,083 related
    Nontaxable benefits
    $0 + $27,784 related
    Filer's total
    $0 + $671,423 related

  • TROY DUININCK MD

    BD DIRECTOR/REL ORG PHYS & DIV CHAIR

    Total calculated
    $634,689
    From this org
    $0
    From related orgs
    $569,417
    Other
    $65,272
    Hours/week
    1 + 59 related

    Schedule J breakdown matched by us

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

  • JOSEPH MOREHOUSE MD

    FORMER KE/PHYSICIAN & DIVISION CHAIR

    Total calculated
    $626,966
    From this org
    $0
    From related orgs
    $565,469
    Other
    $61,497
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $562,694 related
    Bonus
    $0
    Other
    $0 + $2,775 related
    Deferred
    $0 + $25,033 related
    Nontaxable benefits
    $0 + $36,464 related
    Filer's total
    $0 + $626,966 related

  • JON PRYOR MD

    FORMER PRESIDENT

    Total calculated
    $601,136
    From this org
    $0
    From related orgs
    $591,355
    Other
    $9,781
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $107,717 related
    Bonus
    $0 + $120,323 related
    Other
    $0 + $363,315 related
    Deferred
    $0 + $7,713 related
    Nontaxable benefits
    $0 + $2,068 related
    Filer's total
    $0 + $601,136 related

  • KEVIN BOREN

    VICE PRESIDENT, FINANCE

    Total calculated
    $587,978
    From this org
    $0
    From related orgs
    $482,367
    Other
    $105,611
    Hours/week
    48 + 12 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

  • JANICE SCHADE

    SENIOR VP, OPERATIONS THRU 3/24

    Total calculated
    $585,969
    From this org
    $0
    From related orgs
    $481,665
    Other
    $104,304
    Hours/week
    55 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,629 related
    Bonus
    $0 + $83,955 related
    Other
    $0 + $33,081 related
    Deferred
    $0 + $74,695 related
    Nontaxable benefits
    $0 + $29,609 related
    Filer's total
    $0 + $585,969 related

  • ADAM RIUTTA MD

    ASSOCIATE CHIEF MEDICAL OFFICER

    Total calculated
    $569,910
    From this org
    $0
    From related orgs
    $503,186
    Other
    $66,724
    Hours/week
    56 + 4 related

    Schedule J breakdown matched by us

    Base
    $0 + $502,698 related
    Bonus
    $0
    Other
    $0 + $488 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $40,324 related
    Filer's total
    $0 + $569,910 related

  • THOMAS WITT MD

    FORMER PHYSICIAN LEADER

    Total calculated
    $557,515
    From this org
    $0
    From related orgs
    $518,295
    Other
    $39,220
    Hours/week
    0 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $245,033 related
    Bonus
    $0 + $92,206 related
    Other
    $0 + $181,056 related
    Deferred
    $0 + $30,819 related
    Nontaxable benefits
    $0 + $8,401 related
    Filer's total
    $0 + $557,515 related

  • KRISTA SKORUPA MD

    PRESIDENT

    Total calculated
    $555,641
    From this org
    $0
    From related orgs
    $469,439
    Other
    $86,202
    Hours/week
    53 + 7 related

    Schedule J breakdown matched by us

    Base
    $0 + $389,189 related
    Bonus
    $0 + $78,395 related
    Other
    $0 + $1,855 related
    Deferred
    $0 + $70,901 related
    Nontaxable benefits
    $0 + $15,301 related
    Filer's total
    $0 + $555,641 related

  • TAMMY KRITZER

    SENIOR VICE PRESIDENT, OPERATIONS

    Total calculated
    $529,408
    From this org
    $0
    From related orgs
    $447,009
    Other
    $82,399
    Hours/week
    54 + 6 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,917 related
    Bonus
    $0 + $75,563 related
    Other
    $0 + $35,529 related
    Deferred
    $0 + $66,370 related
    Nontaxable benefits
    $0 + $16,029 related
    Filer's total
    $0 + $529,408 related

  • ANA FERNANDEZ MD

    FORMER KE/PHYSICIAN & DIVISION CHAIR

    Total calculated
    $446,011
    From this org
    $0
    From related orgs
    $381,877
    Other
    $64,134
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,318 related
    Bonus
    $0
    Other
    $0 + $2,559 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $37,734 related
    Filer's total
    $0 + $446,011 related

  • DAWN DROTAR MD

    FORMER KE/PHYSICIAN & DIVISION CHAIR

    Total calculated
    $408,613
    From this org
    $0
    From related orgs
    $345,226
    Other
    $63,387
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,391 related
    Bonus
    $0
    Other
    $0 + $835 related
    Deferred
    $0 + $26,400 related
    Nontaxable benefits
    $0 + $36,987 related
    Filer's total
    $0 + $408,613 related

  • JANE RUDD MD

    FORMER KE/PHYSICIAN & DIVISION CHAIR

    Total calculated
    $388,871
    From this org
    $0
    From related orgs
    $324,188
    Other
    $64,683
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,823 related
    Bonus
    $0
    Other
    $0 + $1,365 related
    Deferred
    $0 + $25,200 related
    Nontaxable benefits
    $0 + $39,483 related
    Filer's total
    $0 + $388,871 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
    55 + 5 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

  • JOHN VIDMAR

    FORMER KE/VP, FACILITIES THRU 1/24

    Total calculated
    $353,278
    From this org
    $0
    From related orgs
    $310,864
    Other
    $42,414
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $285,550 related
    Bonus
    $0 + $21,620 related
    Other
    $0 + $3,694 related
    Deferred
    $0 + $15,466 related
    Nontaxable benefits
    $0 + $26,948 related
    Filer's total
    $0 + $353,278 related

  • SARA LOKSTAD MD

    ASSOCIATE CHIEF MEDICAL OFFICER

    Total calculated
    $341,222
    From this org
    $0
    From related orgs
    $320,356
    Other
    $20,866
    Hours/week
    54 + 6 related

    Schedule J breakdown matched by us

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

  • CHRISTIE ERICKSON

    FORMER KE/MARKET LEADER - EAST

    Total calculated
    $233,927
    From this org
    $0
    From related orgs
    $186,738
    Other
    $47,189
    Hours/week
    0 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,190 related
    Bonus
    $0
    Other
    $0 + $21,548 related
    Deferred
    $0 + $9,107 related
    Nontaxable benefits
    $0 + $38,082 related
    Filer's total
    $0 + $233,927 related

  • CYNTHIA KENT

    FORMER SNR VP, NURSING EXCELLENCE

    Total calculated
    $120,439
    From this org
    $0
    From related orgs
    $120,439
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $120,439 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $120,439 related

  • 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, 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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
ESTABLISHING CEO'S COMPENSATION: ESSENTIA HEALTH, AS A RELATED ORGANIZATION, USED THE FOLLOWING METHODS TO ESTABLISH ESSENTIA HEALTH EAST'S PRESIDENT'S COMPENSATION: A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, 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: DAVID HERMAN, MD $309,577 BRADLEY BEARD $297,439 TRACI MORRIS $79,902 DANIEL NIKCEVICH, MD $50,786 MICHAEL WATTERS $33,314 ANNE STEPHEN, MD $54,159 JON PRYOR, MD $361,146 KEVIN BOREN $25,627 JANICE SCHADE $24,473 THOMAS WITT, MD $171,792 TAMMY KRITZER $32,833 CYNTHIA KENT $46,716 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: DAVID HERMAN, MD $332,467 BRADLEY BEARD $90,640 WILLIAM HEEGAARD, MD $103,603 TRACI MORRIS $97,190 MICHAEL WATTERS $68,732 ANNE STEPHEN, MD $65,980 RHONDA KAZIK $61,683 KEVIN BOREN $38,253 JANICE SCHADE $48,295 THOMAS WITT, MD $6,384 KRISTA SKORUPA, MD $44,501 TAMMY KRITZER $42,418 TODD DEFREECE $44,003

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.

  • ESSENTIA HEALTH INSURANCE SERVICES SPC LTD

    C · SELF INSURANCE · CJ · controlled entity

  • MID DAKOTA CLINIC INC

    C · CLINIC OPERATIONS CEASED 9/30/22 · ND · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202521269349302872

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