2025-11-07T11:50:39-06:00 2024-12-31 346565596 ERNST & YOUNG US LLP 2005 MARKET ST STE 700 PHILADELPHIA PA 19103 990 2024-01-01 870269232 INTERMOUNTAIN HEALTH CARE INC INTE 8014422000 36 S STATE STREET SUITE 2200 SALT LAKE CITY UT 84111 ENTERPRISE CFO CHIEF FINANCIAL OFFICER 8014423491 2025-11-07 0 0 LAUREN E BENNETT P01787029 2154485000 2024 2025-03-06 01:10:19Z ROBERT W ALLEN 36 S STATE STREET SUITE 2200 SALT LAKE CITY UT 84111 690706274 0 X WWW.INTERMOUNTAINHEALTHCARE.ORG X 1975 UT HELPING PEOPLE LIVE THE HEALTHIEST LIVES POSSIBLE. SEE SCHEDULE O. 16 15 889 7 122803 127795 0 0 0 200992791 4672130 30596283 8103855 0 12775985 231589074 0 9500000 0 0 0 89274343 0 0 0 198565 133566670 198565 232341013 12577420 -751939 4987090872 7663912728 4505391008 7353025047 481699864 310887681 X HELPING PEOPLE LIVE THE HEALTHIEST LIVES POSSIBLE. SEE SCHEDULE O. 1 0 175609191 9500000 200992791 INTERMOUNTAIN HEALTH CARE, INC. PROMOTED COMMUNITY HEALTH BY COORDINATING THE ACTIVITIES FOR THE AFFILIATED ENTITIES THAT COMPRISE THE INTERMOUNTAIN HEALTH CARE, INC. HEALTH SYSTEM. THIS CENTRALIZED MANAGEMENT PROVIDES FOR CONSISTENT, HIGH QUALITY, COST-EFFECTIVE AND COMPASSIONATE HEALTHCARE MANAGEMENT AND MEDICAL SERVICES FOR THE COMMUNITIES SERVED.SEE SCHEDULE O FOR CONTINUATION. 0 0 0 175609191 1 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 1 0 0 1 28900 0 1 889 1 1 1 1 BR 0 0 0 0 0 0 0 0 0 0 X 16 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X COLIN QUINCY 8014423491 36 S STATE STREET SUITE 2200 SALT LAKE CITY UT 84111 X ROBERT W ALLEN TRUSTEE/PRES/CEO 2.00 62.00 X X 0 5410130 4305226 STEVEN D HUEBNER TRUSTEE 2.00 2.00 X 0 1246 0 MATT C PACKARD TRUSTEE 2.00 2.00 X 0 1753 0 A SCOTT ANDERSON TRUSTEE (PARTIAL) 2.00 1.00 X 0 3851 0 SPENCER F ECCLES TRUSTEE (PARTIAL) 2.00 1.00 X 0 0 0 S NEAL BERUBE TRUSTEE (PARTIAL) 2.00 4.00 X 0 1131 0 MICHAEL L FORDYCE TRUSTEE/VICE CHAIR 2.00 3.00 X X 0 1246 0 DANIEL G GOMEZ TRUSTEE 2.00 3.00 X 0 1246 0 C GORDON HOWIE TRUSTEE 2.00 0.00 X 0 1246 0 MICHAEL O LEAVITT TRUSTEE/CHAIR 2.00 0.00 X X 0 1295 0 CRYSTAL MAGGELET TRUSTEE/SECRETARY (PARTIAL) 2.00 0.00 X X 0 0 0 JANICE UGAKI TRUSTEE 2.00 0.00 X 0 1246 0 JAMES N WEINSTEIN MD TRUSTEE 2.00 0.00 X 0 1295 0 ELIZABETH P BECKMAN TRUSTEE 2.00 2.00 X 0 2294 0 F ANN MILLNER TRUSTEE/SECRETARY (PARTIAL) 2.00 2.00 X X 0 1246 0 KATHRYN A PAUL TRUSTEE 2.00 3.00 X 0 0 0 MARIO M CARRERA TRUSTEE (PARTIAL) 2.00 0.00 X 0 0 0 CHIP CHILDS TRUSTEE (PARTIAL) 2.00 2.00 X 0 0 0 SERAPHINE KAPSANDOY-JONES TRUSTEE (PARTIAL) 2.00 2.00 X 0 0 0 RANDAL K QUARLES TRUSTEE (PARTIAL) 2.00 0.00 X 0 0 0 JAMES P VALIN MD EVP/CHIEF CLINICAL OFFICER 2.00 56.00 X 0 2247077 1292195 DANIEL R LILJENQUIST EVP/CHIEF STRATEGY OFFICER 2.00 51.00 X 0 1952891 1060427 NANNETTE BERENSEN EVP/COO 2.00 52.00 X 0 2570342 1513604 GREG J MATIS EVP/CHIEF LEGAL OFFICER/SEC 2.00 58.00 X 0 1727776 979605 HEATHER BRACE EVP/CHIEF PEOPLE OFFICER 2.00 50.00 X 0 1561120 899592 DAVID L FLOOD SVP/CHIEF DEVELOPMENT OFFICER 2.00 51.00 X 0 1103104 609017 CRAIG RICHARDVILLE SVP/CIO (PARTIAL) 2.00 50.00 X 0 0 70517 CLAY L ASHDOWN EVP/CFO/TREASURER 2.00 59.00 X 0 1890547 1278871 MEGAN MAHNCKE EVP/CHIEF MARKETING OFFICER 2.00 51.00 X 0 1123970 543996 MANDY RICHARDS SVP/CHIEF NURSING EXECUTIVE 2.00 51.00 X 0 895364 501822 STACY JENNINGS VP/CHIEF INVESTMENT OFFICER 2.00 55.00 X 0 835217 297105 AMY CHURCH VP FINANCIAL PLANNING 2.00 56.00 X 0 752763 287460 MELINDA MENDOZA VP/CHIEF COMPLIANCE OFFICER 2.00 55.00 X 0 412668 130848 ROBERT DOUGLAS GREALLY TELLICA PRESIDENT/CMO 50.00 0.00 X 1343522 0 291920 NICKOLAS MARK VENTURES MANAGING PARTNER 50.00 2.00 X 878609 0 232751 JAY ZERWEKH CASTELL CEO 50.00 0.00 X 556959 0 137917 NATE JONES EXECUTIVE DIRECTOR 50.00 1.00 X 552691 0 27649 BRAD ISAACSON TELLICA PRESIDENT OF OPERATIONS 50.00 0.00 X 506900 0 207295 SUSAN M ROBEL FORMER OFFICER 0.00 53.00 X 0 2317622 944330 A MARC HARRISON MD FORMER OFFICER 0.00 0.00 X 0 1112509 18478 GREGORY P POULSEN FORMER OFFICER 0.00 50.00 X 0 644455 99276 SUZANNE DRAPER FORMER OFFICER 0.00 0.00 X 0 1140791 16541 3838681 27717441 15746442 178 1 1 0 PREMIER FAMILY MEDICAL LLC 275 W 200 N 310 LINDON UT 84042 MEDICAL SERVICES 1684543 CENTRAL UTAH CLINIC PC 1055 N 500 W PROVO UT 84604 MEDICAL SERVICES 1262954 CANYON VIEW MEDICAL GROUP 325 W CENTER ST SPANISH FORK UT 84660 MEDICAL SERVICES 1177183 GRANGER MEDICAL CLINIC INC 7181 S CAMPUS DR STE 200 WEST JORDAN UT 84084 MEDICAL SERVICES 654848 UTAH VALLEY PEDIATRICS PLLC 1355 N UNIVERSITY AVE STE 210 PROVO UT 84604 MEDICAL SERVICES 523194 20 PATIENT SERVICES 620000 200992791 200992791 200992791 24151115 122803 24028312 2818700 2818700 462743668 459112899 4301 3630769 -4301 3626468 3626468 231589074 200992791 122803 30473480 X 9500000 9500000 70761827 56164590 14597237 4420620 3508704 911916 9475842 7521100 1954742 4616054 3663823 952231 5586242 5586242 169368 169368 901035 901035 98426437 74597047 23829390 145358 145358 381748 381748 11990100 9516700 2473400 1334138 1058923 275215 546672 433901 112771 40556 32190 8366 5840961 5840961 RISK MANAGEMENT 4432803 4432803 MEDICAL SUPPLIES 1897587 1897587 BOND INT REIMB, NET 883720 883720 PROFESSIONAL LICENSES 408677 408677 581268 581268 232341013 175609191 56731822 0 41398796 248575336 0 1793518 63042 4200219 18718544 3415146 0 15303398 279838942 1835372064 0 987956128 4665631615 4543306084 158477 27405981 4987090872 7663912728 36037925 58809006 0 37439958 4447307005 4817121665 22046078 2439654418 4505391008 7353025047 X 384589528 213777345 97110336 97110336 481699864 310887681 4987090872 7663912728 X -751939 21476212 -191536456 X 0 1 X 1 0 X X 1 IHC HEALTH SERVICES INC 942854057 3 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FORM 990, SCHEDULE A, PART I, LINE 12G, COLUMN (VI) INTERMOUNTAIN HEALTH CARE, INC. HELPED COORDINATE THE ACTIVITIES OF IHC HEALTH SERVICES, INC., A RELATED ORGANIZATION THAT IS EXEMPT UNDER IRC SECTIONS 501(C)(3) AND 170(B)(1)(A)(III). FORM 990, SCHEDULE A, PART IV, SECTION A, LINE 1: SUPPORTED ORGANIZATIONS OF THE FILING ENTITY ARE DESIGNATED BY CLASS IN ACCORDANCE WITH ITS ARTICLES OF INCORPORATION. THE ARTICLES OF INCORPORATION STATE THAT THE PURPOSE OF THE ORGANIZATION IS "CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF OR TO CARRY OUT THE CHARITABLE, EDUCATIONAL OR SCIENTIFIC PURPOSES OF QUALIFIED ORGANIZATIONS. AN ORGANIZATION IS A 'QUALIFIED ORGANIZATION' FOR PURPOSES OF THESE ARTICLES ONLY IF IT IS DESCRIBED IN SECTION 501(C)(3) AND SECTION 509(A)(1) OR (A)(2)." THE FILING ENTITY HAS EXHIBITED A LONGSTANDING RELATIONSHIP WITH IHC HEALTH SERVICES, INC. BY ACTING AS ITS PARENT ENTITY SINCE 1983. FORM 990, SCHEDULE A, PART IV, SECTION C, LINE 1: SIX OF THE FILING ORGANIZATION'S TWENTY BOARD MEMBERS THAT SERVED DURING THE YEAR ARE ALSO ON THE BOARD OF IHC HEALTH SERVICES, INC., WHICH IS AMONG THE LARGEST OF THE FILING ORGANIZATION'S SUPPORTED ORGANIZATIONS. SEVEN OF THE FILING ORGANIZATION'S EIGHTEEN OFFICERS THAT SERVED DURING THE YEAR ARE ALSO OFFICERS OF IHC HEALTH SERVICES, INC. ADDITIONALLY, THE FILING ORGANIZATION IS HOUSED IN THE SUPPORTED ORGANIZATION'S FACILITIES, STAFFED BY ITS EMPLOYEES, AND HAS LITTLE ABILITY TO OPERATE INDEPENDENTLY. 7584245 3124428 4459817 492199 290718 201481 10642100 10642100 15303398 ALTERNATIVE INVESTMENTS 987956128 C 987956128 INVESTMENT IN INTERMOUNTAIN MEDICAL HOLDINGS NEVADA 417022462 C INVESTMENT IN SCL HEALTH SYSTEM 4139004872 C INVESTMENT IN CULMINATION BIO -15022171 C INVESTMENT IN CAPTIVE INSURANCE COMPANY 2300921 C 4543306084 INTERCOMPANY PAYABLE 2326407544 INVESTMENT PAYABLE 69700056 LONG TERM DERIVATIVES 16832578 OTHER LONG TERM LIABILITIES 7500000 CAPITAL LEASE OBLIGATION 19214240 2439654418 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 356703891 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 145335566 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 35759816 SUB-SAHARAN AFRICA 0 0 INVESTMENTS 2800590 NORTH AMERICA 0 0 INVESTMENTS 1768444 SOUTH AMERICA 0 0 INVESTMENTS 1665631 SOUTH ASIA 0 0 INVESTMENTS 1158474 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES CAPTIVE INSURANCE PREMIUM 79838073 0 0 0 0 0 0 625030485 0 625030485 1 0 1 1 1 0 1 PODIUM34 36 SOUTH STATE STREET SUITE 1400 SALT LAKE CITY UT 84111 991441349 501(C)(3) 9500000 0 SUPPORT COMMUNITY HEALTH 1 0 PART I, LINE 2: PURSUANT TO A SIGNED AGREEMENT, THE GRANT RECIPIENT AGREED TO PROVIDE REPORTS, FINANCIAL STATEMENTS AND OTHER RELEVANT INFORMATION TO THE FILING ORGANIZATION NO LESS THAN SEMI-ANNUALLY. 1 1 0 0 0 0 0 0 0 ROBERT W ALLEN TRUSTEE/PRES/CEO 0 2122584 0 3269760 0 17786 0 4182850 0 122376 0 9715356 0 1558166 NANNETTE BERENSEN EVP/COO 0 1294944 0 1265549 0 9849 0 1429946 0 83658 0 4083946 0 595109 JAMES P VALIN MD EVP/CHIEF CLINICAL OFFICER 0 1182301 0 937046 0 127730 0 1225156 0 67039 0 3539272 0 654703 SUSAN M ROBEL FORMER OFFICER 0 1022578 0 789304 0 505740 0 874043 0 70287 0 3261952 0 989976 CLAY L ASHDOWN EVP/CFO/TREASURER 0 1069349 0 817518 0 3680 0 1211742 0 67129 0 3169418 0 321841 DANIEL R LILJENQUIST EVP/CHIEF STRATEGY OFFICER 0 951608 0 997778 0 3505 0 992214 0 68213 0 3013318 0 677631 GREG J MATIS EVP/CHIEF LEGAL OFFICER/SEC 0 842984 0 875227 0 9565 0 918705 0 60900 0 2707381 0 558987 HEATHER BRACE EVP/CHIEF PEOPLE OFFICER 0 769873 0 787642 0 3605 0 836870 0 62722 0 2460712 0 529498 DAVID L FLOOD SVP/CHIEF DEVELOPMENT OFFICER 0 610549 0 485002 0 7553 0 548203 0 60814 0 1712121 0 377099 MEGAN MAHNCKE EVP/CHIEF MARKETING OFFICER 0 595966 0 479046 0 48958 0 491599 0 52397 0 1667966 0 306752 ROBERT DOUGLAS GREALLY TELLICA PRESIDENT/CMO 791844 0 550349 0 1329 0 242207 0 49713 0 1635442 0 259710 0 MANDY RICHARDS SVP/CHIEF NURSING EXECUTIVE 0 566309 0 325275 0 3780 0 462314 0 39508 0 1397186 0 192984 SUZANNE DRAPER FORMER OFFICER 0 0 0 0 0 1140791 0 0 0 16541 0 1157332 0 0 STACY JENNINGS VP/CHIEF INVESTMENT OFFICER 0 663493 0 171604 0 120 0 252330 0 44775 0 1132322 0 171604 A MARC HARRISON MD FORMER OFFICER 0 0 0 1112509 0 0 0 2347 0 16131 0 1130987 0 588016 NICKOLAS MARK VENTURES MANAGING PARTNER 517016 0 361223 0 370 0 196673 0 36078 0 1111360 0 192504 0 AMY CHURCH VP FINANCIAL PLANNING 0 562032 0 157184 0 33547 0 256067 0 31393 0 1040223 0 188440 GREGORY P POULSEN FORMER OFFICER 0 630153 0 504 0 13798 0 57625 0 41651 0 743731 0 0 BRAD ISAACSON TELLICA PRESIDENT OF OPERATIONS 311887 0 193791 0 1222 0 169824 0 37471 0 714195 0 101121 0 JAY ZERWEKH CASTELL CEO 439766 0 115921 0 1272 0 129437 0 8480 0 694876 0 115921 0 NATE JONES EXECUTIVE DIRECTOR 94541 0 118993 0 339157 0 8633 0 19016 0 580340 0 0 0 MELINDA MENDOZA VP/CHIEF COMPLIANCE OFFICER 0 412598 0 0 0 70 0 113919 0 16929 0 543516 0 0 PART I, LINE 3 THE OFFICERS LISTED IN PART II OF SCHEDULE J WERE COMPENSATED BY IHC HEALTH SERVICES, INC. OR SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC., RELATED TAX-EXEMPT ORGANIZATIONS. SEE THE NARRATIVE ON SCHEDULE O RELATED TO FORM 990, PART VI, SECTION B, LINE 15. PART I, LINES 4A-B THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT IN 2024: - SUZANNE DRAPER $1,140,791 - NATE JONES $338,761 IHC HEALTH SERVICES, INC. AND SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC., RELATED TAX-EXEMPT ORGANIZATIONS, OFFER SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS. PARTICIPATION IN THE PLANS ARE LIMITED TO EMPLOYEES DESIGNATED BY THE BOARD. THE AMOUNTS IN THE PLANS ARE NOT VESTED, ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, AND MAY OR MAY NOT BE PAID IN THE FUTURE. AMOUNTS DEFERRED DURING 2024 FOR THE INDIVIDUALS REPORTED ON PART VII OF THE FORM 990 HAVE BEEN INCLUDED IN THE SCHEDULE J, PART II, COLUMN (C) TOTAL. THE FOLLOWING INDIVIDUALS RECEIVED SUPPLEMENTAL EMPLOYER RETIREMENT PAYMENTS IN 2024: - MEGAN MAHNCKE $47,307 - SUSAN ROBEL $495,875 - JAMES P. VALIN, MD $123,945 A UTAH COUNTY UTAH 876000312 917393AY6 2014-08-07 250004117 BLDG CONSTRUCTION & EQUIPMENT 0 0 0 B COLORADO HEALTH FACILITIES AUTHORITY 840752932 19648A5S0 2016-05-12 221970000 BLDG CONSTRUCTION & EQUIPMENT 0 0 0 C UTAH COUNTY UTAH 876000312 917393BJ8 2016-07-13 67500234 REFUND PORTION OF 2002B&C 0 0 0 D UTAH COUNTY UTAH 876000312 917393CE8 2016-07-13 406502765 BLDG CONSTRUCTION & EQUIPMENT 0 0 0 A 108105000 251035846 1031729 250004117 2018 0 0 1 1 B 110990000 221976622 1908538 220068084 2016 0 0 1 1 C 52995000 67500234 67500234 2003 1 0 1 1 D 28605000 408286336 1783571 406502765 2018 0 0 1 1 A 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 B 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 D 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 0 0 0 1 B 0 0 0 1 1 0 0 0 1 C 0 0 1 1 0 0 0 0 1 D 0 0 1 1 1 0 0 0 1 A 1 B 1 C 1 D 1 FORM 990, SCHEDULE K, SCHEDULES 1,2,3,4, PART II, LINE 3: AMOUNTS ON LINE 3 DIFFER FROM AMOUNTS REPORTED IN PART I, COLUMN (E) DUE TO INVESTMENT EARNINGS RECEIVED DURING THE PROJECT PERIOD. FORM 990, SCHEDULE K, SCHEDULE 1, PART II, LINE 11, COLUMN C; PART III, COLUMN C; AND PART IV, LINE 2C, COLUMN C (CUSIP 917393BJ8): THE SERIES 2016A BONDS REFUNDED A PORTION OF THE SERIES 2002B&C BONDS. ALL PROCEEDS WERE USED TO REFUND A PORTION OF THE 2002B&C BONDS ON JULY 13, 2016. PER THE SCHEDULE K INSTRUCTIONS, PART III WAS NOT COMPLETED BECAUSE THE SERIES 2016A BONDS REFUNDED BONDS WHICH WERE ISSUED BEFORE JANUARY 1, 2003. FORM 990, SCHEDULE K, SCHEDULE 1, PART IV, LINE 2C, COLUMN A (CUSIP 917393AY6): THE REBATE COMPUTATION FOR THE SERIES 2014 BONDS WAS PERFORMED ON AUGUST 19, 2019. FORM 990, SCHEDULE K, SCHEDULE 1, PART IV, LINE 2C, COLUMN B (CUSIP 19648A5S0): THE REBATE COMPUTATION FOR THE SERIES 2016B&D BONDS WAS PERFORMED ON MAY 12, 2021. FORM 990, SCHEDULE K, SCHEDULE 1, PART IV, LINE 2C, COLUMN C (CUSIP 917393BJ8): THE REBATE COMPUTATION FOR THE SERIES 2016A BONDS WAS PERFORMED ON MAY 28, 2019. FORM 990, SCHEDULE K, SCHEDULE 1, PART IV, LINE 2C, COLUMN D (CUSIP 917393CE8): THE REBATE COMPUTATION FOR THE SERIES 2016BCDE BONDS WAS PERFORMED ON MAY 28, 2019. FORM 990, SCHEDULE K, SCHEDULE 2, PART IV, LINE 2C, COLUMN A (CUSIP 917393CY4): THE REBATE COMPUTATION FOR THE SERIES 2018ABC BONDS WAS PERFORMED ON JULY 17, 2023. FORM 990, SCHEDULE K, SCHEDULE 2, PART IV, LINE 2C, COLUMN B (CUSIP 19648FLQ5): THE REBATE COMPUTATION FOR THE SERIES 2019A BONDS WAS PERFORMED ON NOVEMBER 30, 2023. FORM 990, SCHEDULE K, SCHEDULE 2, PART IV, LINE 2C, COLUMN C (CUSIP 61204KMZ1): THE REBATE COMPUTATION FOR THE SERIES 2019A BONDS WAS PERFORMED ON NOVEMBER 30, 2023. FORM 990, SCHEDULE K, SCHEDULE 2, PART IV, LINE 2C, COLUMN D (CUSIP 19648FMB7): THE REBATE COMPUTATION FOR THE SERIES 2019B BONDS WAS PERFORMED ON NOVEMBER 30, 2023. FORM 990, SCHEDULE K, SCHEDULE 1, PART IV, LINE 3, COLUMN A (CUSIP 917393AY6): $80,000,000 OF THE TOTAL ISSUE PRICE ($250,004,117) WAS ISSUED AS VARIABLE RATE BONDS. THE REMAINDER WAS ISSUED AS FIXED RATE BONDS. FORM 990, SCHEDULE K, SCHEDULE 1, PART IV, LINE 3, COLUMN D (CUSIP 917393CE8): $200,000,000 OF THE TOTAL ISSUE PRICE ($406,502,765) WAS ISSUED AS VARIABLE RATE BONDS. THE REMAINDER WAS ISSUED AS FIXED RATE BONDS. FORM 990, SCHEDULE K, SCHEDULE 2, PART IV, LINE 3, COLUMN A (CUSIP 917393CY4): $50,000,000 OF THE TOTAL ISSUE PRICE ($382,751,441) WAS ISSUED AS VARIABLE RATE BONDS. THE REMAINDER WAS ISSUED AS FIXED RATE BONDS. FORM 990, SCHEDULE K, SCHEDULE 3, PART IV, LINE 3, COLUMN B (CUSIP 19648FVL5): $125,000,000 OF THE TOTAL ISSUE PRICE ($1,148,280,938) WAS ISSUED AS VARIABLE RATE BONDS. THE REMAINDER WAS ISSUED AS FIXED RATE BONDS. A UTAH COUNTY UTAH 876000312 917393CY4 2018-07-17 382751441 BLDG CONSTRUCTION & EQUIPMENT 0 0 0 B COLORADO HEALTH FACILITIES AUTHORITY 840752932 19648FLQ5 2019-10-03 481924656 REFUND PRIOR ISSUES 2010A&B 0 0 0 C MONTANA FACILITY FINANCE AUTHORITY 810302402 61204KMZ1 2019-10-03 151631944 REFUND PRIOR ISSUES 2010A&B 0 0 0 D COLORADO HEALTH FACILITIES AUTHORITY 840752932 19648FMB7 2019-10-03 111860603 REFUND PRIOR ISSUES 2016A&C 0 0 0 A 119175000 384103721 1352280 382751441 2019 0 0 1 1 B 76330000 481924656 2884023 479040633 2010 1 0 1 1 C 15885000 151631944 990619 150641325 2010 1 0 1 1 D 111860603 870603 110990000 2016 1 0 1 1 A 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 B 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 C 0 1 1 1 1 1 0.00000 0.00100 0.00100 0 0 1 D 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 1 1 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 D 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 D 1 A UTAH COUNTY UTAH 876000312 917393DF4 2020-07-09 424149130 BLDG CONSTRUCTION & EQUIPMENT 0 0 0 B COLORADO HEALTH FACILITIES AUTHORITY 840752932 19648FVL5 2022-08-01 1148280938 BLDG CONS & EQUIP; REFUND PRIOR ISSUES 0 0 0 C COLORADO HEALTH FACILITIES AUTHORITY 840752932 19648FVP6 2022-08-01 300000000 BLDG CONSTRUCTION & EQUIPMENT 0 0 0 D CITY OF RIVERTON UTAH 870344045 769369AQ2 2024-05-15 200000000 REFUND PRIOR ISSUE 2012A 0 0 0 A 75000000 425097640 948510 424149130 2022 0 0 1 1 B 1166066187 17785249 595970037 552310901 2024 1 1 0 1 C 307904879 7904879 300000000 2024 0 0 0 1 D 200000000 200000000 2009 1 0 1 1 A 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 B 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 C 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 D 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 1 0 0 0 1 C 0 1 0 0 1 0 0 0 1 D 0 1 0 0 1 0 0 0 1 A 1 B 1 C 1 D 1 A COLORADO HEALTH FACILITIES AUTHORITY 840752932 19648FYJ7 2024-06-26 855278351 CONS & EQUIP; REFUND PRIOR ISSUSES 0 0 0 B COLORADO HEALTH FACILITIES AUTHORITY 840752932 19648FYR9 2024-06-26 325000000 BLDG CONSTRUCTION & EQUIPMENT 0 0 0 A 855924973 646622 30966786 680272485 144039080 1 1 0 1 B 328069753 3069753 80729335 244270665 0 0 0 1 A 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 B 0 1 1 1 1 1 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 B 0 1 0 0 1 0 0 0 1 A 1 B 1 ROBERT DOUGLAS GREALLY TRUSTEE FAMILY 1343522 WAGES 0 FORM 990, PART III, LINE 2 INTERMOUNTAIN HEALTH CARE, INC. BEGAN REPORTING PROGRAM SERVICES FOR THE OPERATIONS OF ITS DISREGARDED ENTITIES TELLICA IMAGING, LLC, CASTELL, LLC, INTERMOUNTAIN VENTURES, LLC AND INTERMOUNTAIN INTELLECTUAL ASSET MANAGEMENT, LLC IN 2024. SEE PART III, LINE 4A. FORM 990, PART III, LINE 4A (CONTINUED) TELLICA IMAGING, LLC AND CASTELL, LLC (BOTH DISREGARDED ENTITIES OF INTERMOUNTAIN HEALTH CARE, INC.) PROVIDED PATIENT SERVICES BY OPERATING STAND-ALONE OUTPATIENT IMAGING CENTERS WITH TRANSPARENT, FLAT-RATE PRICING FOR IMAGING SERVICES AT EASY-TO-ACCESS LOCATIONS AND BY SUCCESSFULLY IMPLEMENTING A BEST-IN-CLASS HEALTH PLATFORM WITH A COMPREHENSIVE SUITE OF OFFERINGS FOR FEE-FOR-VALUE MANAGEMENT OF HEALTH. FORM 990, PART I, LINE 1, AND PART III, LINE 1 OUR VISION: BE A MODEL HEALTH SYSTEM BY PROVIDING EXTRAORDINARY CARE AND SUPERIOR SERVICE AT AN AFFORDABLE COST. OUR VALUES INCLUDE: - WE ARE LEADERS IN CLINICAL EXCELLENCE, DELIVERING SAFE, BEST-IN-QUALITY CARE. - WE BELIEVE IN WHAT WE DO, LIVING OUR MISSION EVERY DAY. - WE SERVE WITH EMPATHY, CARING FOR EACH CAREGIVER, PATIENT, AND MEMBER WITH COMPASSION AND RESPECT. - WE ARE PARTNERS IN HEALTH, COLLABORATING TO KEEP PEOPLE WELL. - WE DO THE RIGHT THING, LEARNING AND ACTING WITH PURPOSE. - WE ARE BETTER TOGETHER, BUILDING COMMUNITY THROUGH TEAMWORK AND BELONGING. OUR FUNDAMENTALS INCLUDE: - SAFETY AND QUALITY: LEADERS IN CLINICAL AND OPERATIONAL EXCELLENCE. - CAREGIVERS: BEST PLACE TO WORK, LEARN, AND GROW. - MEMBERS, PATIENTS, AND COMMUNITIES: EQUITABLE HEALTHCARE WITH CONSISTENTLY EXCELLENT EXPERIENCE AND OUTCOMES. - STEWARDSHIP: THRIVING ORGANIZATION. OUR STRATEGY INCLUDES: INTERMOUNTAIN HEALTH CARE, INC.'S STRATEGY IS TO MAXIMIZE THE VALUE WE PROVIDE TO OUR COMMUNITIES BY (1) TAKING FULL CLINICAL AND FINANCIAL ACCOUNTABILITY FOR THE HEALTH OF MORE PEOPLE, (2) PARTNERING TO KEEP PEOPLE WELL, AND (3) COORDINATING AND PROVIDING THE BEST POSSIBLE CARE. KEY SYSTEM INITIATIVES TO ENABLE OUR STRATEGY: (1) SIMPLIFYING FOR CAREGIVERS, PATIENTS, AND MEMBERS. (2) EXPANDING PROACTIVE CARE. FOCUSED INVESTMENTS TO SUPPORT THE SYSTEM INITIATIVES: - ADOPTING CUTTING-EDGE TECHNOLOGY. - ENRICHING CONSUMER EXPERIENCE. - REIMAGINING OUR WORK. - GROWING AT-RISK PAYMENTS. - MOVING UPSTREAM TO KEEP PEOPLE WELL. - CREATING AND EXPANDING PROACTIVE CARE MODELS. FORM 990, PART V, LINE 1A AS THE PLAN SPONSOR, INTERMOUNTAIN HEALTH CARE, INC. FILES 1099'S FOR THE RETIREMENT PLANS OF ITS AFFILIATES. FORM 990, PART VI, SECTION A, LINE 1A INTERMOUNTAIN HEALTH CARE, INC. DELEGATES BROAD AUTHORITY TO THE EXECUTIVE COMMITTEE OF THE GOVERNING BODY. AS A RESULT, THE EXECUTIVE COMMITTEE, WHEN SO APPOINTED BY THE BOARD OF TRUSTEES, SHALL HAVE AND MAY EXERCISE THE POWERS OF THE BOARD OF TRUSTEES IN MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO AUTHORIZE EXECUTION OF DOCUMENTS IN THE NAME OF AND UNDER THE SEAL OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 2 ROBERT W. ALLEN / CLAY L. ASHDOWN / NANNETTE BERENSEN / HEATHER BRACE / AMY CHURCH / DAVID L. FLOOD / STACY JENNINGS / DAN LILJENQUIST / MEGAN MAHNCKE / GREG J. MATIS / MELINDA MENDOZA / MANDY RICHARDS / CRAIG RICHARDVILLE / JAMES P. VALIN, MD- BUSINESS RELATIONSHIP (EMPLOYER/EMPLOYEE RELATIONSHIPS IN RELATED TAX EXEMPT ORGANIZATIONS) ROBERT W. ALLEN / MICHAEL L. FORDYCE / JAMES P. VALIN, MD- BUSINESS RELATIONSHIP (TRUSTEES AND/OR OFFICERS OF SELECTHEALTH BENEFIT ASSURANCE COMPANY, INC., A TAXABLE SUBSIDIARY OF THE FILING ORGANIZATION) CLAY L. ASHDOWN / NANNETTE BERENSEN / GREG J. MATIS / MANDY RICHARDS / JAMES P. VALIN, MD- BUSINESS RELATIONSHIP (TRUSTEES OF MOUNTAIN WEST HEALTH CAPTIVE, A RELATED TAXABLE ENTITY) A. SCOTT ANDERSON / CRYSTAL MAGGELET / F. ANN MILLNER / JANICE UGAKI- BUSINESS RELATIONSHIP (TRUSTEE/EMPLOYEE RELATIONSHIP IN AN UNRELATED TAXABLE CORPORATION) A. SCOTT ANDERSON / F. ANN MILLNER- BUSINESS RELATIONSHIP (TRUSTEES IN AN UNRELATED TAXABLE CORPORATION) FORM 990, PART VI, SECTION B, LINE 11B INTERMOUNTAIN HEALTH CARE, INC.'S BOARD OF TRUSTEES DELEGATED THE INITIAL DETAILED REVIEW OF THE FORM 990 TO THE AUDIT AND COMPLIANCE COMMITTEE. DRAFT COPIES OF THE RETURN WERE MAILED AND/OR PROVIDED ELECTRONICALLY TO COMMITTEE MEMBERS IN ADVANCE AND DISCUSSED DURING AN AUDIT AND COMPLIANCE COMMITTEE MEETING. PRIOR TO FILING WITH THE IRS, COPIES OF THE FINAL RETURN WERE PROVIDED TO BOARD MEMBERS FOR REVIEW AND WERE DISCUSSED AS PART OF A REGULARLY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT LEAST ANNUALLY. THESE INDIVIDUALS HAVE BEEN INSTRUCTED TO UPDATE THEIR QUESTIONNAIRE INFORMATION IF THEY BECOME AWARE OF A NEW POTENTIAL CONFLICT, OR IF ANY OF THE PREVIOUSLY REPORTED INFORMATION CHANGES. ADDITIONALLY, BOARD MEMBERS ARE ASKED AT THE BEGINNING OF EACH BOARD OR COMMITTEE MEETING IF THEY ARE AWARE OF ANY CONFLICTS. ACCORDING TO POLICY, THE QUESTIONNAIRES ARE COLLECTED AND REVIEWED BY IHC HEALTH SERVICES, INC.'S CHIEF COMPLIANCE OFFICER. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED WITH APPROPRIATE PERSONNEL, WHICH MAY INCLUDE (BUT IS NOT LIMITED TO) THE AUDIT AND COMPLIANCE COMMITTEE CHAIR, SENIOR MANAGEMENT AND THE LEGAL DEPARTMENT OF IHC HEALTH SERVICES, INC. IF AN INDIVIDUAL DISCLOSES A SITUATION THAT POSES A CONFLICT OF INTEREST, A DETERMINATION IS MADE WHETHER THE SITUATION CAN BE MANAGED (SUCH AS BY RECUSAL IN DECISION-MAKING SETTINGS) OR MUST BE ELIMINATED (SUCH AS THROUGH DIVESTITURE OF THE OUTSIDE INTEREST OR REQUIRING A CHOICE OF THE INDIVIDUAL'S ROLE WITH THE FILING ORGANIZATION OR THE OUTSIDE ENTITY). FINDINGS ARE REPORTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF INTERMOUNTAIN HEALTH CARE, INC. THE MINUTES FROM THAT REPORT ARE SUBMITTED TO THE BOARD OF TRUSTEES OF INTERMOUNTAIN HEALTH CARE, INC. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION BY INTERMOUNTAIN HEALTH CARE, INC. AND AFFILIATED COMPANIES WAS DETERMINED AS DESCRIBED BELOW. THE COMPENSATION COMMITTEE, A SUBSET OF INTERMOUNTAIN HEALTH CARE, INC.'S GOVERNING BODY, IS RESPONSIBLE FOR THE PROCESS OF ANNUALLY DETERMINING THE TOTAL COMPENSATION PACKAGES (INCLUDING CASH AND NON-CASH BENEFITS) FOR THE FOLLOWING OFFICERS: - PRESIDENT / CHIEF EXECUTIVE OFFICER - EXECUTIVE VICE PRESIDENTS - SENIOR VICE PRESIDENTS THE COMPENSATION COMMITTEE ANNUALLY RETAINS AN INDEPENDENT, EXTERNAL CONSULTING FIRM TO PROVIDE AN ANALYSIS OF COMPARABLE MARKET DATA. THE CONSULTANTS REVIEW THE VARIOUS TYPES OF DIRECT COMPENSATION, INCLUDING BASE SALARY, TOTAL CASH, AND ANNUAL AND LONG-TERM INCENTIVES. INFORMATION FROM A SELECTED GROUP OF COMPARABLE NONPROFIT ORGANIZATIONS IS USED TO SUPPLEMENT PUBLISHED SURVEY DATA. THE CONSULTANTS ALSO CONDUCT AN IN-DEPTH ANALYSIS OF THE ASSOCIATED BENEFITS AND PERQUISITES. INFORMATION PROVIDED BY THE EXTERNAL CONSULTANTS IS REVIEWED BY THE COMPENSATION COMMITTEE ALONG WITH THE PERFORMANCE DATA FOR EACH INDIVIDUAL LISTED ABOVE. DECISIONS BY THE COMPENSATION COMMITTEE ARE CONTEMPORANEOUSLY DOCUMENTED. THE COMPENSATION COMMITTEE PRESENTS THE COLLECTED INFORMATION AND THE ASSOCIATED COMPENSATION DECISIONS TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 INTERMOUNTAIN HEALTH CARE, INC. DOES NOT CURRENTLY ALLOW PUBLIC INSPECTION OF ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY. THE CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE ELECTRONIC MUNICIPAL MARKET ACCESS WEBSITE (HTTPS://EMMA.MSRB.ORG/), A SERVICE PROVIDED BY THE MUNICIPAL SECURITIES RULEMAKING BOARD. FORM 990, PART VII, SECTION B, LINE 1 APPLICABLE FORMS RELATED TO PAYMENT OF INDEPENDENT CONTRACTORS ARE FILED BY A RELATED ORGANIZATION. FORM 990, PART IX, LINE 11G MEDICAL PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 71,429,294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,429,294. OTHER PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 1,952,377. MANAGEMENT AND GENERAL EXPENSES 11,424,608. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,376,985. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 495,087. MANAGEMENT AND GENERAL EXPENSES 12,404,782. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,899,869. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 672,501. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 672,501. LAB SERVICES: PROGRAM SERVICE EXPENSES 47,788. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,788. FORM 990, PART XI, LINE 9: INTERCOMPANY BOND ACTIVITY -279,669,529. OTHER FUND BALANCE ROLL FORWARD ADJUSTMENT 29,151,797. ADJUSTMENT TO BALANCE OF INVESTMENT IN AFFILIATES 6,896,728. INVESTMENT IN AFFILIATE/CONTRIBUTED CAPITAL 3,885,000. ENTITY TRANSFERS AMONG AFFILIATES/CAPITAL STOCK 48,199,548. 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