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Nonprofiteer
← SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC

Form 990 for tax year 2022

Filed by SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC.

Totals

Total revenue
$861,222,309
Total expenses
$934,612,816
Contributions and grants received
$24,895,959
Grants paid
$10,155,110
Program services expenses (Part IX)
$866,413,189
Management and general expenses
$68,199,627
Fundraising expenses
$0
Program service expenses (Part III)
$866,413,189

Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ALBERT ZIMMERLI

    TREASURER 12/14-12/31

    Total calculated
    $5,689,429
    From this org
    $0
    From related orgs
    $4,298,891
    Other
    $1,390,538
    Hours/week
    2 + 63 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,206,132 related
    Bonus
    $0 + $888,226 related
    Other
    $0 + $2,204,533 related
    Deferred
    $0 + $1,380,079 related
    Nontaxable benefits
    $0 + $10,459 related
    Filer's total
    $0 + $5,689,429 related

  • LYDIA JUMONVILLE

    PRES & CEO 1/1-4/1/22, CEO/DIRECTOR 4/1-12/31

    Total calculated
    $3,888,537
    From this org
    $3,193,207
    From related orgs
    $0
    Other
    $695,330
    Hours/week
    50 + 6 related

    Schedule J breakdown matched by us

    Base
    $1,457,019
    Bonus
    $1,300,392
    Other
    $435,796
    Deferred
    $675,533
    Nontaxable benefits
    $19,797
    Filer's total
    $3,888,537

  • JANIE WADE

    TREAS 1/1-12/14/22 / EVP CFO

    Total calculated
    $2,576,746
    From this org
    $2,254,921
    From related orgs
    $0
    Other
    $321,825
    Hours/week
    50 + 15 related

    Schedule J breakdown matched by us

    Base
    $911,292
    Bonus
    $757,353
    Other
    $586,276
    Deferred
    $296,475
    Nontaxable benefits
    $25,350
    Filer's total
    $2,576,746

  • ROSLAND MCLEOD

    SEC 1/1-4/1 / CHIEF LEGAL 1/1-6/3

    Total calculated
    $2,292,640
    From this org
    $2,102,345
    From related orgs
    $0
    Other
    $190,295
    Hours/week
    50 + 3 related

    Schedule J breakdown matched by us

    Base
    $281,361
    Bonus
    $817,358
    Other
    $1,003,626
    Deferred
    $159,680
    Nontaxable benefits
    $30,615
    Filer's total
    $2,292,640

  • JAMES VALIN MD

    VICE PRES 1/1-12/14 / CHIEF CLINICAL OFFICER

    Total calculated
    $2,135,148
    From this org
    $1,799,242
    From related orgs
    $0
    Other
    $335,906
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $1,018,982
    Bonus
    $675,622
    Other
    $104,638
    Deferred
    $305,673
    Nontaxable benefits
    $30,233
    Filer's total
    $2,135,148

  • MARK KORTH

    EVP COO 1/1-4/1, PRES 4/1-12/31

    Total calculated
    $2,062,011
    From this org
    $1,741,709
    From related orgs
    $0
    Other
    $320,302
    Hours/week
    50 + 5 related

    Schedule J breakdown matched by us

    Base
    $889,240
    Bonus
    $847,403
    Other
    $5,066
    Deferred
    $294,602
    Nontaxable benefits
    $25,700
    Filer's total
    $2,062,011

  • GREG MATIS

    SEC 12/14-12/31

    Total calculated
    $1,942,402
    From this org
    $0
    From related orgs
    $1,380,583
    Other
    $561,819
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $672,534 related
    Bonus
    $0 + $398,107 related
    Other
    $0 + $309,942 related
    Deferred
    $0 + $551,190 related
    Nontaxable benefits
    $0 + $10,629 related
    Filer's total
    $0 + $1,942,402 related

  • GREGORY M JOHNSON

    VP, FINANCE SERVICES 12/14-12/31

    Total calculated
    $1,888,736
    From this org
    $0
    From related orgs
    $1,607,457
    Other
    $281,279
    Hours/week
    3 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $546,031 related
    Bonus
    $0 + $305,661 related
    Other
    $0 + $755,765 related
    Deferred
    $0 + $260,012 related
    Nontaxable benefits
    $0 + $21,267 related
    Filer's total
    $0 + $1,888,736 related

  • TAJQUAH HUDSON

    EVP CHIEF STRATEGY & GROWTH OFFICER

    Total calculated
    $1,708,724
    From this org
    $1,416,515
    From related orgs
    $0
    Other
    $292,209
    Hours/week
    50 + 2 related

    Schedule J breakdown matched by us

    Base
    $647,801
    Bonus
    $591,630
    Other
    $177,084
    Deferred
    $282,369
    Nontaxable benefits
    $9,840
    Filer's total
    $1,708,724

  • ANTHONY RUSSO MD

    MG PHYSICIAN

    Total calculated
    $1,640,435
    From this org
    $1,587,314
    From related orgs
    $0
    Other
    $53,121
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $1,149,418
    Bonus
    $434,640
    Other
    $3,256
    Deferred
    $16,773
    Nontaxable benefits
    $36,348
    Filer's total
    $1,640,435

  • J GRANT WICKLUND

    PRESIDENT REGIONAL WESTERN CO & LMC

    Total calculated
    $1,581,760
    From this org
    $1,113,263
    From related orgs
    $0
    Other
    $468,497
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $604,937
    Bonus
    $198,354
    Other
    $309,972
    Deferred
    $447,555
    Nontaxable benefits
    $20,942
    Filer's total
    $1,581,760

  • CLAY M ASHDOWN

    SVP, FINANCE OPS 12/14-12/31

    Total calculated
    $1,449,119
    From this org
    $0
    From related orgs
    $1,012,822
    Other
    $436,297
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $584,531 related
    Bonus
    $0 + $306,360 related
    Other
    $0 + $121,931 related
    Deferred
    $0 + $418,066 related
    Nontaxable benefits
    $0 + $18,231 related
    Filer's total
    $0 + $1,449,119 related

  • SHAWN DUFFORD MD

    SVP, CHIEF MEDICAL OFFICER 1/1-4/15

    Total calculated
    $1,359,739
    From this org
    $1,250,773
    From related orgs
    $0
    Other
    $108,966
    Hours/week
    25 + 27 related

    Schedule J breakdown matched by us

    Base
    $213,503
    Bonus
    $188,445
    Other
    $848,825
    Deferred
    $92,388
    Nontaxable benefits
    $16,578
    Filer's total
    $1,359,739

  • CRAIG RICHARDVILLE

    SVP, CHIEF INFO AND DIGITAL OFFICER

    Total calculated
    $1,290,780
    From this org
    $1,089,369
    From related orgs
    $0
    Other
    $201,411
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $591,087
    Bonus
    $485,833
    Other
    $12,449
    Deferred
    $179,164
    Nontaxable benefits
    $22,247
    Filer's total
    $1,290,780

  • JENNIFER ALDERFER

    MONTANA MARKET PRESIDENT

    Total calculated
    $1,201,895
    From this org
    $948,294
    From related orgs
    $0
    Other
    $253,601
    Hours/week
    3 + 50 related

    Schedule J breakdown matched by us

    Base
    $570,549
    Bonus
    $174,139
    Other
    $203,606
    Deferred
    $225,368
    Nontaxable benefits
    $28,233
    Filer's total
    $1,201,895

  • LOUIS ROSS MD

    PHYSICIAN CLINIC

    Total calculated
    $1,129,130
    From this org
    $1,082,718
    From related orgs
    $0
    Other
    $46,412
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $804,715
    Bonus
    $275,659
    Other
    $2,344
    Deferred
    $18,300
    Nontaxable benefits
    $28,112
    Filer's total
    $1,129,130

  • MEGAN MAHNCKE

    PRESIDENT SCL HLTH FOUNDATIONS & SVP MKTG COMMS 1/

    Total calculated
    $1,066,142
    From this org
    $896,080
    From related orgs
    $0
    Other
    $170,062
    Hours/week
    50 + 7 related

    Schedule J breakdown matched by us

    Base
    $473,771
    Bonus
    $391,051
    Other
    $31,258
    Deferred
    $141,612
    Nontaxable benefits
    $28,450
    Filer's total
    $1,066,142

  • TAMARA SAUNAITIS

    SVP CHIEF HR OFFICER 1/1-4/1

    Total calculated
    $1,030,060
    From this org
    $940,376
    From related orgs
    $0
    Other
    $89,684
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $284,696
    Bonus
    $420,855
    Other
    $234,825
    Deferred
    $75,296
    Nontaxable benefits
    $14,388
    Filer's total
    $1,030,060

  • SUZANNE DRAPER

    VP, ETHICS & COMPLIANCE 12/14-12/31

    Total calculated
    $1,025,339
    From this org
    $0
    From related orgs
    $585,787
    Other
    $439,552
    Hours/week
    3 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $329,217 related
    Bonus
    $0 + $193,297 related
    Other
    $0 + $63,273 related
    Deferred
    $0 + $413,722 related
    Nontaxable benefits
    $0 + $25,830 related
    Filer's total
    $0 + $1,025,339 related

  • STUART GOODMAN MD

    PHYSICIAN ANESTHESIA

    Total calculated
    $966,556
    From this org
    $925,976
    From related orgs
    $0
    Other
    $40,580
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $737,403
    Bonus
    $178,795
    Other
    $9,778
    Deferred
    $14,372
    Nontaxable benefits
    $26,208
    Filer's total
    $966,556

  • STACY JENNINGS

    VP, CHIEF INVEST OFFICER 12/14-12/31

    Total calculated
    $960,945
    From this org
    $0
    From related orgs
    $638,012
    Other
    $322,933
    Hours/week
    3 + 56 related

    Schedule J breakdown matched by us

    Base
    $0 + $494,818 related
    Bonus
    $0 + $142,904 related
    Other
    $0 + $290 related
    Deferred
    $0 + $300,529 related
    Nontaxable benefits
    $0 + $22,404 related
    Filer's total
    $0 + $960,945 related

  • JOHN BRAXTON MD

    PHYSICIAN CLINIC

    Total calculated
    $955,068
    From this org
    $921,284
    From related orgs
    $0
    Other
    $33,784
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $898,487
    Bonus
    $14,640
    Other
    $8,157
    Deferred
    $15,227
    Nontaxable benefits
    $18,557
    Filer's total
    $955,068

  • THOMAS DONOHOE

    VP GENERAL COUNSEL OPERATIONS

    Total calculated
    $935,133
    From this org
    $762,392
    From related orgs
    $0
    Other
    $172,741
    Hours/week
    50 + 12 related

    Schedule J breakdown matched by us

    Base
    $439,403
    Bonus
    $237,988
    Other
    $85,001
    Deferred
    $144,291
    Nontaxable benefits
    $28,450
    Filer's total
    $935,133

  • DAVID PRINGLE

    CHIEF CATHOLIC MISSION OFFICER

    Total calculated
    $909,928
    From this org
    $769,726
    From related orgs
    $0
    Other
    $140,202
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $374,613
    Bonus
    $340,026
    Other
    $55,087
    Deferred
    $117,345
    Nontaxable benefits
    $22,857
    Filer's total
    $909,928

  • CHRISTOPHER AWTREY MD

    CHIEF MEDICAL OFFICER, MEDICAL GROUP

    Total calculated
    $877,218
    From this org
    $683,030
    From related orgs
    $0
    Other
    $194,188
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $398,324
    Bonus
    $124,751
    Other
    $159,955
    Deferred
    $165,955
    Nontaxable benefits
    $28,233
    Filer's total
    $877,218

  • HEIDI WALD

    VP CHIEF QUALITY & SAFETY OFFICER

    Total calculated
    $850,680
    From this org
    $678,113
    From related orgs
    $0
    Other
    $172,567
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $439,844
    Bonus
    $159,492
    Other
    $78,777
    Deferred
    $144,566
    Nontaxable benefits
    $28,001
    Filer's total
    $850,680

  • BRYAN JOHNSON

    WESTERN CO MKT PRESIDENT

    Total calculated
    $842,946
    From this org
    $635,785
    From related orgs
    $0
    Other
    $207,161
    Hours/week
    3 + 54 related

    Schedule J breakdown matched by us

    Base
    $457,894
    Bonus
    $141,306
    Other
    $36,585
    Deferred
    $181,461
    Nontaxable benefits
    $25,700
    Filer's total
    $842,946

  • ALAN BAKER

    CHIEF OPERATING OFFICER, MEDICAL GROUP

    Total calculated
    $808,794
    From this org
    $617,365
    From related orgs
    $0
    Other
    $191,429
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $372,211
    Bonus
    $201,674
    Other
    $43,480
    Deferred
    $164,579
    Nontaxable benefits
    $26,850
    Filer's total
    $808,794

  • SIMON PAYNE MD

    CMO, ACUTE CARE

    Total calculated
    $777,160
    From this org
    $616,325
    From related orgs
    $0
    Other
    $160,835
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $414,072
    Bonus
    $149,703
    Other
    $52,550
    Deferred
    $134,947
    Nontaxable benefits
    $25,888
    Filer's total
    $777,160

  • BARBARA JAHN

    CHIEF OPERATING OFFICER

    Total calculated
    $767,531
    From this org
    $618,352
    From related orgs
    $0
    Other
    $149,179
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $416,100
    Bonus
    $149,850
    Other
    $52,402
    Deferred
    $129,072
    Nontaxable benefits
    $20,107
    Filer's total
    $767,531

  • AMY CHURCH

    VP FINANCE OPERATIONS

    Total calculated
    $754,417
    From this org
    $622,413
    From related orgs
    $0
    Other
    $132,004
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $481,761
    Bonus
    $117,839
    Other
    $22,813
    Deferred
    $130,189
    Nontaxable benefits
    $1,815
    Filer's total
    $754,417

  • LAURA WIGHTMAN

    SVP CHIEF NURSING OFFICER SYS 1/1-5/2/22

    Total calculated
    $734,052
    From this org
    $678,322
    From related orgs
    $0
    Other
    $55,730
    Hours/week
    50 + 3 related

    Schedule J breakdown matched by us

    Base
    $138,276
    Bonus
    $117,216
    Other
    $422,830
    Deferred
    $47,583
    Nontaxable benefits
    $8,147
    Filer's total
    $734,052

  • TROY SPRING

    VP REVENUE CYCLE

    Total calculated
    $725,114
    From this org
    $571,481
    From related orgs
    $0
    Other
    $153,633
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $411,119
    Bonus
    $121,675
    Other
    $38,687
    Deferred
    $123,900
    Nontaxable benefits
    $29,733
    Filer's total
    $725,114

  • MARK WILKINSON

    VP TREASURER

    Total calculated
    $603,997
    From this org
    $483,047
    From related orgs
    $0
    Other
    $120,950
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $314,752
    Bonus
    $134,216
    Other
    $34,079
    Deferred
    $99,930
    Nontaxable benefits
    $21,020
    Filer's total
    $603,997

  • SEAN FADDEN

    VP, STR FIN PLAN 1/1-4/13, REG VP, FIN 4/14-12/31

    Total calculated
    $600,473
    From this org
    $472,817
    From related orgs
    $0
    Other
    $127,656
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $340,253
    Bonus
    $111,907
    Other
    $20,657
    Deferred
    $102,280
    Nontaxable benefits
    $25,376
    Filer's total
    $600,473

  • TROY HOLMES

    VP PAYER CONTRACTING

    Total calculated
    $573,880
    From this org
    $456,186
    From related orgs
    $0
    Other
    $117,694
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $306,761
    Bonus
    $111,901
    Other
    $37,524
    Deferred
    $97,587
    Nontaxable benefits
    $20,107
    Filer's total
    $573,880

  • DINA BUSH

    CHIEF NURSING OFFICER

    Total calculated
    $568,788
    From this org
    $407,774
    From related orgs
    $0
    Other
    $161,014
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $338,548
    Bonus
    $64,160
    Other
    $5,066
    Deferred
    $133,114
    Nontaxable benefits
    $27,900
    Filer's total
    $568,788

  • JAMES RITCHEY

    VP HUMAN RESOURCES OPERATIONS

    Total calculated
    $500,396
    From this org
    $384,285
    From related orgs
    $0
    Other
    $116,111
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $288,560
    Bonus
    $57,646
    Other
    $38,079
    Deferred
    $87,911
    Nontaxable benefits
    $28,200
    Filer's total
    $500,396

  • SUSAN SCHAUB

    VP HR OPERATIONS

    Total calculated
    $431,268
    From this org
    $321,852
    From related orgs
    $0
    Other
    $109,416
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $288,632
    Bonus
    $31,757
    Other
    $1,463
    Deferred
    $99,071
    Nontaxable benefits
    $10,345
    Filer's total
    $431,268

  • STEVEN CHYUNG

    SVP SUPPLY CHAIN & REAL ESTATE 1/1- 4/8/22

    Total calculated
    $408,091
    From this org
    $332,535
    From related orgs
    $0
    Other
    $75,556
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $127,114
    Bonus
    $146,930
    Other
    $58,491
    Deferred
    $64,775
    Nontaxable benefits
    $10,781
    Filer's total
    $408,091

  • TERENCE MOLOUGHNEY

    ASST SECRETARY 12/14-12/31/22

    Total calculated
    $304,013
    From this org
    $254,970
    From related orgs
    $0
    Other
    $49,043
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $239,255
    Bonus
    $14,752
    Other
    $963
    Deferred
    $28,284
    Nontaxable benefits
    $20,759
    Filer's total
    $304,013

  • KHADIJA MOHAMED

    ASST SECRETARY / BOARD GOV PROG MGR 1/1-12/14/22

    Total calculated
    $153,107
    From this org
    $135,627
    From related orgs
    $0
    Other
    $17,480
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $122,820
    Bonus
    $12,286
    Other
    $521
    Deferred
    $7,300
    Nontaxable benefits
    $10,180
    Filer's total
    $153,107

  • PAMELA FEDERBUSCH

    DIRECTOR

    Total calculated
    $7,349
    From this org
    $7,349
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BETH BECKMAN

    DIRECTOR

    Total calculated
    $5,349
    From this org
    $5,349
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DOUGLAS ADEN

    DIRECTOR, SECRETARY

    Total calculated
    $5,000
    From this org
    $5,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • KATHRYN PAUL

    VICE CHAIR

    Total calculated
    $4,849
    From this org
    $4,849
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • ROBERT E WILSON

    DIRECTOR

    Total calculated
    $4,849
    From this org
    $4,849
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • C GORDON HOWIE

    DIRECTOR

    Total calculated
    $4,349
    From this org
    $4,349
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • MARIO CARRERA

    DIRECTOR 1/1-2/28/22

    Total calculated
    $3,849
    From this org
    $3,849
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • NGUYEN-VU PHAM

    DIRECTOR

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 3 related

  • MICHAEL FORDYCE

    CHAIR

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • SISTER MAUREEN HALL SCL

    DIRECTOR

    Total calculated
    $699
    From this org
    $699
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • MARY BETH MIKOLS

    DIRECTOR

    Total calculated
    $699
    From this org
    $699
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ALAN YORDY

    DIRECTOR

    Total calculated
    $699
    From this org
    $699
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SHERYL MANNING

    DIRECTOR 1/1-6/13/22

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL SALEM MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • RITA TURLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BARTH WHITHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

  • 1a · Tax indemnification and gross-up payments
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 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
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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)

PART I, LINE 1A
TAX INDEMNIFICATION AND GROSS-UP PAYMENTS SCLHS AND RELATED ORGANIZATIONS ALLOW FOR CERTAIN TAX INDEMNIFICATION AND GROSS-UP PAYMENTS IN THE INSTANCES OF RELOCATION. THESE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION. THE INDIVIDUALS THAT RECEIVED TAX GROSS-UP PAYMENTS IN 2022 WERE: JENNIFER ALDERFER - $30,036, CHRISTOPHER AWTREY, MD - $45,433
PART I, LINE 1B
SCLHS AND RELATED ORGANIZATIONS DO NOT HAVE A FORMAL WRITTEN POLICY FOR TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HOWEVER, BEFORE ANY TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE MADE, PROPER APPROVAL FROM THE EMPLOYEE'S MANAGER IS REQUIRED. IN ADDITION, APPROVAL IS ALSO REQUIRED FROM HUMAN RESOURCES.
PART I, LINE 3
COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR SCLHS' OFFICERS AND SENIOR MANAGEMENT ARE PAID BY SCLHS. COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SCLHS AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO INTERMOUNTAIN HEALTH CARE, INC.'S BOARD FOR APPROVAL OF ANY CHANGES TO COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA FOR PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY INTERMOUNTAIN HEALTH CARE, INC. AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. CONSISTENT WITH THE PAY PHILOSOPHY SET BY INTERMOUNTAIN HEALTH CARE INC.'S BOARD, THE COMMITTEE EMPHASIZES THE IMPORTANCE OF ENSURING TOTAL REMUNERATION IS REASONABLE AND APPROPRIATE WHEN REVIEWING AND MAKING RECOMMENDATIONS WITH RESPECT TO COMPENSATION PACKAGES FOR THE OFFICERS AND SENIOR MANAGEMENT. AS PART OF THE REVIEW PROCESS, INTERMOUNTAIN HEALTH CARE, INC. USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) WRITTEN EMPLOYMENT CONTRACTS 5) COMPENSATION SURVEYS AND STUDIES 6) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD.
PART I, LINES 4A-B
SCHEDULE J, PART I, LINE 4A SEVERANCE PAYMENTS SCLHS AND RELATED ORGANIZATIONS PERIODICALLY INCUR SEVERANCE PAYMENTS TO FORMER EMPLOYEES. THE INDIVIDUALS AND THE AMOUNTS PAID FOR SEVERANCE IN 2022 WERE: ROSLAND MCLEOD - $322,805, SHAWN DUFFORD - $400,522, LAURA WIGHTMAN - $233,910 SCHEDULE J, PART I, LINE 4B A RELATED ORGANIZATION PROVIDES NONQUALIFIED DEFERRED COMPENSATION PLANS (NQDC) KNOWN AS SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) FOR EXECUTIVES (SENIOR MANAGEMENT) TO COMPENSATE FOR REGULATORY IMPOSED LIMITATIONS IN QUALIFIED RETIREMENT PLANS AND TO PROVIDE A BENEFIT CONSISTENT WITH OTHER NONPROFIT HEALTH SYSTEMS. THESE PLANS ENABLE THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR THAT THEY PARTICIPATE. IN 2014, IN AN EFFORT TO REDUCE LONG-TERM COST AND HAVE GREATER CONTROL OVER FINANCIAL RISK, THE SERP WAS CONVERTED FROM A DEFINED BENEFIT (DB) TO A DEFINED CONTRIBUTION (DC) DESIGN. CERTAIN MEMBERS OF SENIOR MANAGEMENT WHOSE BENEFITS WERE CONVERTED FROM DB TO DC WOULD HAVE BEEN DISPROPORTIONATELY AND NEGATIVELY AFFECTED BY THE CHANGE, SO THE COMMITTEE DETERMINED IT WOULD BE APPROPRIATE TO GRANT "TRANSITION CREDITS" IN ORDER TO MITIGATE THE NEGATIVE IMPACT OF THE CHANGE ON THEIR RETIREMENT BENEFITS. THIS IS A COMMON APPROACH EMPLOYED BY OTHER ORGANIZATIONS UNDERGOING A SIMILAR TRANSITION. THE TRANSITION CREDITS VEST IN ACCORDANCE WITH THE TERMS OF THE DC SERP (I.E., AFTER THREE YEARS) AND ARE PAID TO THE EXECUTIVE UPON VESTING. NQDC SERP PLANS PRIOR TO 2014 PRIOR TO 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS 5 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN AFTER DECEMBER 31, 2013. FOR AMOUNTS CONTRIBUTED TO THE NQDC SERP PLAN PRIOR TO 2014, VESTED AMOUNTS ARE PAYABLE UPON THE END OF EMPLOYMENT. THE VESTED AMOUNTS WITHDRAWN INCLUDE AMOUNTS PREVIOUSLY TAXED TO THE RECIPIENT AND AMOUNTS TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE RECIPIENT'S W-2. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. IN 2019, THE RELATED ORGANIZATION CONSOLIDATED FOUR NONQUALIFED DEFERRED COMPENSATION PLANS INTO ONE PLAN. AS PART OF THIS EFFORT, ALL VESTED BALANCES FROM THE SERP PLANS PRIOR TO 2014 WERE PAID TO THE PARTICIPANTS IN 2020. THERE ARE NO REMAINING PARTICIPANTS IN THE LEGACY PLANS. NQDC SERP PLANS STARTING IN 2014 STARTING IN 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS ROLLING 3 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN BEFORE JANUARY 1, 2014. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. STARTING IN 2014, FOR CONTRIBUTIONS TO THE NQDC SERP PLAN, CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2022. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT. THE VESTED AMOUNTS ARE TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE RECIPIENT'S W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2022 WERE: LYDIA JUMONVILLE - $382,586; ROSLAND MCLEOD - $580,472; JAMES VALIN - $98,880; JANIE WADE - $581,138; ALAN BAKER - $40,758; SEAN FADDEN - $19,816; DAVID PRINGLE - $42,516; BRYAN JOHNSON - $32,319; JENNIFER ALDERFER - $72,010; SIMON PAYNE - $49,613; BARBARA JAHN - $45,450; STEVEN CHYUNG - $56,057; SHAWN DUFFORD - $324,506; TAJQUAH HUDSON - $164,654; MEGAN MAHNCKE - $29,019; TAMARA SAUNAITIS - $227,610; TROY SPRING - $35,719; LAURA WIGHTMAN - $115,968; THOMAS DONOHOE - $83,350; HEIDI WALD - $73,757; AMY CHURCH - $22,099; TROY HOLMES - $32,247; JAMES RITCHEY - $36,276; MARK WILKINSON - $31,633; ALBERT ZIMMERLI - $360,375; GREG JOHNSON - $655,717. IN ACCORDANCE WITH THE REQUIREMENTS OF SCHEDULE J, DEFERRED COMPENSATION EARNED OVER THE VESTING PERIOD IS REPORTED IN COLUMN C AND ANY AMOUNTS VESTED/PAID FROM A DEFERRED COMPENSATION PLAN ARE REPORTED IN COLUMN B(III). THUS, THE SAME AMOUNT WOULD BE REPORTED TWICE (FIRST WHEN IT ACCRUED DURING THE VESTING PERIOD AND AGAIN WHEN IT IS VESTED/PAID). THIS RESULTS IN THE APPEARANCE OF CERTAIN EXECUTIVES RECEIVING MORE THAN THEY ARE ACTUALLY PAID FROM THE DEFERRED COMPENSATION PLANS. COLUMN F IS INTENDED TO RECONCILE THIS DUPLICATION (BY REPORTING AMOUNTS INCLUDED IN COLUMN B(III) THAT HAD BEEN REPORTED AS DEFERRED COMPENSATION ON A SCHEDULE J FOR A PREVIOUS YEAR). HOWEVER, THE SIGNIFICANCE OF THE AMOUNTS LISTED IN COLUMN F IS OFTEN OVERLOOKED AND GIVEN THE COMPLEXITY OF THE SCHEDULE J REPORTING REQUIREMENTS, THE AMOUNTS SHOWN ARE EASILY MISUNDERSTOOD. TO DETERMINE TOTAL AMOUNT EARNED (RATHER THAN THE AMOUNT VESTED/PAID OUT) DURING THE YEAR, SUBTRACT THE AMOUNT IN COLUMN F FROM COLUMN E.
PART I, LINE 7
OTHER NON-FIXED PAYMENTS THE AT-RISK COMPENSATION (ARC) PLAN WAS ESTABLISHED TO ENABLE SCLHS TO ATTRACT AND ENGAGE QUALIFIED LEADERS AND TO PROVIDE SUCH LEADERS WITH AN ADDITIONAL PERFORMANCE COMPENSATION OPPORTUNITY TO PROMOTE AND FURTHER ITS CHARITABLE MISSION AND STRATEGIC IMPERATIVES. THE PLAN OPERATES ON A CALENDAR-YEAR BASIS AND AWARD OPPORTUNITIES ARE A PERCENTAGE OF LEADERS' BASE PAY AS DETERMINED BY THEIR MANAGEMENT LEVEL AT SCLHS. ACTUAL AWARDS WILL BE PAID OUT BASED ON ATTAINMENT OF SELECTED SCLHS BOARD-APPROVED GOALS, INCLUDING EBIDA (EARNINGS BEFORE INTEREST, DEPRECIATION AND AMORTIZATION), STEWARDSHIP, QUALITY, PATIENT AND ASSOCIATE SAFETY, AND PATIENT EXPERIENCE AND FULFILLMENT OF OUR MISSION. AWARDS ARE BASED ON THE BOARD'S DETERMINATION ON HOW WELL THE HEALTH SYSTEM PERFORMS RELATIVE TO THE PLAN'S STATED PERFORMANCE STANDARDS AND THE WEIGHT GIVEN TO EACH OF THE PERFORMANCE MEASURES AS DEFINED FOR THAT PLAN YEAR. THE AT-RISK COMPENSATION PLAN SHALL BE INTERPRETED, APPLIED AND ADMINISTERED AT ALL TIMES IN ACCORDANCE WITH CODE SECTION 409A AND GUIDANCE ISSUED THEREUNDER. THE HEALTH SYSTEM RESERVES THE RIGHT TO AMEND OR TERMINATE THIS PLAN AT ANY TIME FOR ANY REASON.
ADDITIONAL OFFICER AND BOARD DISCLOSURES:
ON APRIL 1, 2022, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFLIATED WITH INTERMOUNTAIN HEALTH CARE, INC., CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, WYOMING, AND KANSAS. THE ORGANIZATION EMPLOYS NEARLY 60,000 CAREGIVERS, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA. INTERMOUNTAIN HEALTH CARE, INC. AND RELATED TAX-EXEMPT ORGANIZATIONS ADHERE TO GOVERNANCE EXCELLENCE STANDARDS INCLUDING ACCOUNTABILITY. IN KEEPING WITH INTERMOUNTAIN HEALTH CARE, INC.'S CORE VALUE OF STEWARDSHIP, INTERMOUNTAIN HEALTH CARE, INC.'S BOARD COMPENSATION COMMITTEE (COMMITTEE) HAS RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION ADVISOR. THE COMPENSATION ADVISOR IS RESPONSIBLE FOR ADVISING THE COMMITTEE ON ALL MATTERS RELATING TO EXECUTIVE COMPENSATION INCLUDING SUPPORTING THE COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. THE SISTERS WHO SERVE AS OFFICERS AND/OR BOARD MEMBERS ARE MEMBERS OF THE SISTERS OF CHARITY OF LEAVENWORTH (A RELIGIOUS ORDER OF WOMEN). THE SISTERS HAVE TAKEN VOWS OF POVERTY AND RECEIVE NO COMPENSATION, EXPENSE ACCOUNT ALLOWANCE, OR CONTRIBUTIONS TO BENEFIT PLANS FOR THEIR SERVICES TO THE HEALTH SYSTEM. HOWEVER, A PAYMENT IS MADE DIRECTLY TO THE SISTERS OF CHARITY OF LEAVENWORTH FOR THE SERVICES OF THOSE WHO PERFORM PROFESSIONAL, ADMINISTRATIVE, AND OTHER SUCH SERVICES.

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
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202343109349301529

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

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