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Nonprofiteer
← ST MARYS MEDICAL CENTER

Form 990 for tax year 2023

Filed by ST MARYS MEDICAL CENTER.

Totals

Total revenue
$563,778,154
Total expenses
$609,876,952
Contributions and grants received
$12,637,282
Grants paid
$3,298,547
Program service revenue
$536,906,803
Investment income
$8,382,361
Other revenue
$5,851,708
Total assets, end of year
$1,006,908,042
Total liabilities, end of year
$76,047,816
Net assets or fund balances, end of year
$930,860,226
Program services expenses (Part IX)
$512,539,330
Management and general expenses
$97,337,622
Fundraising expenses
$0
Program service expenses (Part III)
$512,539,330

Program services were 84.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • 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
    1 + 59 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

  • 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

  • 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
    1 + 59 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

  • 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

  • JANICE SCHADE

    ADMINISTRATOR THRU 3/24

    Total calculated
    $585,969
    From this org
    $0
    From related orgs
    $481,665
    Other
    $104,304
    Hours/week
    1 + 59 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

  • TAMMY KRITZER

    ADMINISTRATOR

    Total calculated
    $529,408
    From this org
    $0
    From related orgs
    $447,009
    Other
    $82,399
    Hours/week
    1 + 59 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

  • 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

  • GRETA JOHNSON

    PERFUSIONIST SUPERVISOR

    Total calculated
    $336,565
    From this org
    $282,067
    From related orgs
    $0
    Other
    $54,498
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $280,573
    Bonus
    $0
    Other
    $1,494
    Deferred
    $14,809
    Nontaxable benefits
    $39,689
    Filer's total
    $336,565

  • JOSEPH THOMPSON

    REGISTERED NURSE

    Total calculated
    $273,262
    From this org
    $226,567
    From related orgs
    $0
    Other
    $46,695
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $226,439
    Bonus
    $0
    Other
    $128
    Deferred
    $11,800
    Nontaxable benefits
    $34,895
    Filer's total
    $273,262

  • STACY LUND

    OPERATIONS SENIOR DIRECTOR

    Total calculated
    $272,508
    From this org
    $224,611
    From related orgs
    $0
    Other
    $47,897
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $199,097
    Bonus
    $25,000
    Other
    $514
    Deferred
    $11,767
    Nontaxable benefits
    $36,130
    Filer's total
    $272,508

  • MATTHEW DAVIS

    PERFUSIONIST

    Total calculated
    $262,534
    From this org
    $210,694
    From related orgs
    $0
    Other
    $51,840
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $210,327
    Bonus
    $0
    Other
    $367
    Deferred
    $10,933
    Nontaxable benefits
    $40,907
    Filer's total
    $262,534

  • RONALD SIEBERT

    OPERATIONS SENIOR DIRECTOR

    Total calculated
    $240,243
    From this org
    $216,326
    From related orgs
    $0
    Other
    $23,917
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $215,000
    Bonus
    $0
    Other
    $1,326
    Deferred
    $10,844
    Nontaxable benefits
    $13,073
    Filer's total
    $240,243

  • 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 ST. MARY'S MEDICAL CENTER'S ADMINISTRATOR'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: BRADLEY BEARD $297,439 TRACI MORRIS $79,902 MICHAEL WATTERS $33,314 ANNE STEPHEN, MD $54,159 KEVIN BOREN $25,627 JANICE SCHADE $24,473 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: BRADLEY BEARD $90,640 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 TAMMY KRITZER $42,418

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.

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
202541269349302249

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