Civic Intelligence

Ihc Health Services Inc.

990 • Fiscal year 2013 • EIN 94-2854057

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 12, 2014

36 S State Street No 220084111

(801) 442-2000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.35x

Higher debt load relative to assets than 45% of similar nonprofits.

2013 filings • 501(c)3 • $1B+ nonprofits • Source year 2013

Liabilities / Revenue

37th percentile

0.57x

Higher debt load relative to revenue than 37% of similar nonprofits.

2013 filings • 501(c)3 • $1B+ nonprofits • Source year 2013

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2013 filings • 501(c)3 • $1B+ nonprofits • Source year 2013

Top Officer Pay

95th percentile

$7,398,723

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2013 filings • 501(c)3 • $1B+ nonprofits • Source year 2013

Asset Growth

80th percentile

14%

Faster asset growth than 80% of similar nonprofits.

2013 filings • 501(c)3 • $1B+ nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$7,667,884,709

Up $944,468,674 (+14%) from 2012

Net Assets

Up

$4,989,759,659

Up $1,430,481,495 (+40%) from 2012

Liabilities

Down

$2,678,125,050

Down $486,012,821 (-15%) from 2012

Revenue

$4,686,866,756

No earlier filing loaded for comparison.

Expenses

Up

$4,080,180,370

Up $234,524,216 (+6.1%) from 2012

Net Income

$606,686,386

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20B$15B$10B$5.0B$0Assets 2010: $5,543,817,298Liabilities 2010: $2,444,138,413Net Assets 2010: $3,099,678,8852010Assets 2011: $5,642,207,645Liabilities 2011: $2,534,185,096Net Assets 2011: $3,108,022,5492011Assets 2012: $6,723,416,035Liabilities 2012: $3,164,137,871Net Assets 2012: $3,559,278,1642012Assets 2013: $7,667,884,709Liabilities 2013: $2,678,125,050Net Assets 2013: $4,989,759,6592013Assets 2014: $8,427,638,721Liabilities 2014: $3,370,287,591Net Assets 2014: $5,057,351,1302014Assets 2015: $8,597,806,340Liabilities 2015: $3,478,457,909Net Assets 2015: $5,119,348,4312015Assets 2016: $9,566,187,662Liabilities 2016: $3,926,308,254Net Assets 2016: $5,639,879,4082016Assets 2017: $10,526,359,661Liabilities 2017: $4,062,309,205Net Assets 2017: $6,464,050,4562017Assets 2018: $11,156,105,364Liabilities 2018: $4,357,459,517Net Assets 2018: $6,798,645,8472018Assets 2019: $13,109,577,641Liabilities 2019: $5,518,215,009Net Assets 2019: $7,591,362,6322019Assets 2020: $15,156,658,764Liabilities 2020: $6,287,260,569Net Assets 2020: $8,869,398,1952020Assets 2021: $16,642,403,155Liabilities 2021: $5,404,061,679Net Assets 2021: $11,238,341,4762021Assets 2022: $15,054,433,833Liabilities 2022: $2,018,833,295Net Assets 2022: $13,035,600,5382022Assets 2023: $16,785,610,654Liabilities 2023: $2,427,348,474Net Assets 2023: $14,358,262,1802023Assets 2024: $18,672,409,062Liabilities 2024: $2,597,282,933Net Assets 2024: $16,075,126,1292024

Highlighted filing

2013

Assets$7,667,884,709
Liabilities$2,678,125,050
Net Assets$4,989,759,659

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15B$10B$5.0B$0Expenses 2010: $3,465,970,0882010Expenses 2011: $3,620,553,7452011Expenses 2012: $3,845,656,1542012Revenue 2013: $4,686,866,756Expenses 2013: $4,080,180,370Net Income 2013: $606,686,3862013Revenue 2014: $4,861,458,246Expenses 2014: $4,232,122,879Net Income 2014: $629,335,3672014Revenue 2015: $5,356,390,727Expenses 2015: $4,704,630,046Net Income 2015: $651,760,6812015Revenue 2016: $5,619,049,200Expenses 2016: $5,059,249,614Net Income 2016: $559,799,5862016Revenue 2017: $5,958,046,569Expenses 2017: $5,493,031,936Net Income 2017: $465,014,6332017Revenue 2018: $6,591,766,810Expenses 2018: $5,958,086,422Net Income 2018: $633,680,3882018Revenue 2019: $6,979,289,805Expenses 2019: $6,621,841,952Net Income 2019: $357,447,8532019Revenue 2020: $7,115,807,807Expenses 2020: $6,736,410,543Net Income 2020: $379,397,2642020Revenue 2021: $8,905,978,204Expenses 2021: $7,532,879,363Net Income 2021: $1,373,098,8412021Revenue 2022: $8,708,705,295Expenses 2022: $8,061,394,839Net Income 2022: $647,310,4562022Revenue 2023: $9,638,578,611Expenses 2023: $8,793,797,318Net Income 2023: $844,781,2932023Revenue 2024: $10,650,854,026Expenses 2024: $9,506,417,272Net Income 2024: $1,144,436,7542024

Highlighted filing

2013

Revenue$4,686,866,756
Expenses$4,080,180,370
Net Income$606,686,386
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 12, 2014
Return Version
2013v3.0
Gross Receipts
$8,851,608,341
Mission and Program Overview

Mission

Helping people live the healthiest lives possible.

SEE SCHEDULE O.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,043,364,343$3,436,343,733▲ $392,979,390
Land, Buildings, and Equipment, Net$2,025,389,119$2,148,618,458▲ $123,229,339
Accounts Receivable$537,838,327$569,531,485▲ $31,693,158
Savings and Temporary Cash Investments$430,030,096$551,729,504▲ $121,699,408
Investments Other Securities$306,772,099$369,770,509▲ $62,998,410
Inventories for Sale or Use$94,778,115$99,694,051▲ $4,915,936
Prepaid Expenses and Deferred Charges$27,696,665$42,001,617▲ $14,304,952
Investments Program Related$29,529,302$40,002,861▲ $10,473,559
Pledges and Grants Receivable$3,411,740$3,343,170▼ $68,570
Other Notes and Loans Receivable, Net$1,649,678$1,273,253▼ $376,425
Intangible Assets$249,043$224,345▼ $24,698
Cash and Non-Interest-Bearing Accounts$158,750$165,038▲ $6,288
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$6,723,416,035$7,667,884,709▲ $944,468,674
Other Assets Total$222,548,758$405,186,685▲ $182,637,927
Liabilities
Tax Exempt Bond Liabilities$1,542,773,712$1,514,615,532▼ $28,158,180
Other Liabilities$1,318,155,437$858,458,025▼ $459,697,412
Accounts Payable and Accrued Expenses$279,219,135$281,098,654▲ $1,879,519
Mortgage Notes Payable Secured by Investment Property$21,754,868$22,173,931▲ $419,063
Deferred Revenue$2,234,719$1,778,908▼ $455,811
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Total Liabilities$3,164,137,871$2,678,125,050▼ $486,012,821
Net Assets / Fund Balance
Unrestricted Net Assets$3,554,927,282$4,989,350,572▲ $1,434,423,290
Temporarily Rstr Net Assets$4,350,882$409,087▼ $3,941,795
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$3,559,278,164$4,989,759,659▲ $1,430,481,495
Total Liabilities and Net Assets / Fund Balance$6,723,416,035$7,667,884,709▲ $944,468,674

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$647,575,659$1,053,766,108$1,701,273,778
Buildings$890,581,458$652,773,116$1,511,752,086
Other Land Buildings$299,049,035-$298,534,829
Land$273,024,186-$238,004,663
Leasehold Improvements$38,388,120$40,925,719$78,070,515
Other Assets Org$129,390,037--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$195,242,262$32,779,950▲ $3,272,859$30,754,950$199,458,157
2012$96,787,154$159,810,561▲ $4,910,350$15,857,338$195,242,262
2011$101,217,194$9,533,404▲ $767,953$14,479,080$96,787,154
2010$52,342,055$62,638,026▲ $1,445,298$13,905,718$101,217,194
2009$59,157,657$10,677,665▲ $10,327,590$27,820,857$52,342,055
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles W Sorenson JrTrustee / Pres / CEOFT$941,185$6,457,538$7,398,723
Brent E WallaceMedical Officer-chiefFT$500,636$3,333,677$3,834,313
Albert R ZimmerliExec VP/CFO/sec/treasFT$802,579$1,660,527$2,463,106
Laura S KaiserExec. VP / COOFT$807,048$1,185,858$1,992,906
Eric Hooley MdMd-surgery/orthopedicFT$1,248,007$330,415$1,578,422
William GowskiMd-orthopedicFT$1,181,723$294,889$1,476,612
Larry D HancockVice PresidentFT$605,890$838,704$1,444,594
Gregory P PoulsenSenior Vice PresidentFT$429,606$943,739$1,373,345
Travis HendryMd-surgery/orthopedicFT$1,047,875$303,183$1,351,058
Howard Richter MdMd-surgery/orthopedicFT$1,063,855$248,381$1,312,236
Linda C Leckman MdVice PresidentFT$493,559$744,222$1,237,781
Daniel L ZuhlkeVice PresidentFT$369,724$620,751$990,475
Timothy T PehrsonVice PresidentFT$419,969$557,906$977,875
Terri L KaneVice PresidentFT$401,717$454,022$855,739
Brent T JohnsonVice PresidentFT$276,278$514,612$790,890
Steven R SmootVice PresidentFT$411,140$322,452$733,592
Marc ProbstVice President / CIOFT$434,740$293,357$728,097
Robert W AllenVice PresidentFT$315,959$406,906$722,865
Gregory M JohnsonVice PresidentFT$293,685$419,668$713,353
Jacque MillardVice PresidentFT$242,829$352,216$595,045
Kimberly HenrichsenVice PresidentFT$295,903$276,865$572,768
Todd E CragheadVice PresidentFT$203,818$168,922$372,740
David FloodVP / Chief Dev. Officer-$162,523$145,381$307,904
Shahab SaeedTrustee-$1,180-$1,180
Kem C GardnerTrustee / Emeritus Chair-$1,002-$1,002
Karen W FairbanksTrustee-$733-$733
Jane CarlileTrustee-$713-$713
Spencer F EcclesTrustee-$579-$579
Douglas C BlackTrustee-$420$142$562
Rebecca Chavez-houckTrustee-$548-$548
S Neal BerubeTrustee-$471-$471
Bradford R RichTrustee-$40$356$396
Karen HaleTrustee-$386-$386
A Scott AndersonTrustee / Chair-$289-$289
Daniel G GomezTrustee-$40$239$279
Arnold Milstein Md PhdTrustee-$273-$273
F Ann MillnerTrustee-$273-$273
Randy HoriuchiTrustee-$273-$273

Board Members and Trustees

NameTitle
Bruce T ReeseTrustee / Vice Chair / Sec
Gail MillerTrustee
Steve HuebnerTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Utah Emergency Physicians PCMedical-$33,737,749
Associated Regional And UniversityMedical-$15,715,872
Accretive Health INCRevenue Cycle Mgmt-$12,823,228
Pricewaterhousecoopers LLPConsulting-$10,759,364
Microsoft Licensing GpComputer/software-$8,612,394
Revenue and Support

Revenue Composition

Contributions and Grants
$22,708,313
Program Service Revenue
$4,420,968,577
Investment Income
$211,102,080
Other Revenue
$32,087,786
All Other Contributions
$2,295,046
Change in Net Assets
$606,686,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,160,395,508
Other Expenses$1,892,854,969
Grants and Similar Amounts Paid$26,929,893
Total Fundraising Expense$2,274,266
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,501,109,971$236,041,845$1,424,788$1,738,576,604
Fees for Services Other$184,748,250$89,815,198$54,620$274,618,068
Depreciation Depletion$187,727,636$27,625,209$11,336$215,364,181
Pension Plan Contributions$146,351,799$12,634,451-$158,986,250
Occupancy$79,268,990$56,893,252$73,615$136,235,857
Other Employee Benefits$82,416,356$41,861,138$45,937$124,323,431
Payroll Taxes$96,391,980$17,605,416$102,211$114,099,607
Interest$48,808,278$732-$48,809,010
All Other Expenses$30,492,483$8,583,769$43,666$39,119,918
Grants to Domestic Orgs$26,905,893--$26,905,893
Current Officers, Directors, Trustees, and Key Employees-$23,731,922-$23,731,922
Other Expenses$82,677,378$22,917,059$453,627$22,917,059
Office Expenses$13,726,119$7,138,947$15,767$20,880,833
Fees for Services Legal$414,048$16,460,287-$16,874,335
Advertising$6,372,463$7,988,160$1,000$14,361,623
Conferences and Meetings$8,303,842$3,668,969$39,678$12,012,489
Insurance$19,676$10,715,468-$10,735,144
Fees for Service Investment Mgmnt Fees-$9,779,795-$9,779,795
Travel$2,816,582$584,581$4,021$3,405,184
Fees for Services Accounting$50,193$735,297$4,000$789,490
Comp Disqual Persons$677,694--$677,694
Grants to Domestic Individuals$24,000--$24,000
Fees for Services Lobbying-$20,406-$20,406
Total Functional Expenses$3,455,042,933$622,863,171$2,274,266$4,080,180,370
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
87-0541293-501 (c) (3)Construction of Cancer Research Center$20,000,000
80-0225150-501 (c) (3)Support Foundation$5,636,629
87-0227091-501 (c) (3)Support Healthcare$295,443
87-0432972-501 (c) (3)Support Community Health$107,575
87-6119772-501 (c) (3)Support Healthcare$96,504
87-0368808-501 (c) (3)Support Community Health$25,000
87-6000525-501 (c) (3)Support Community Emergency Preparedness$25,000
65-1260998-501 (c) (3)Clinic Case Mngt, Volunteer Provider Network$23,000
57-1241243-501 (c) (3)Expansion of Mental Health Services for Children$20,000
87-0509416-501 (c) (3)Support Community Health$20,000
13-1717058-501 (c) (3)Support Medical Services in Underserved Areas.$20,000
87-6114073-501 (c) (3)MENTAL HEALTH; AUTISM$12,500
20-1567171-501 (c) (3)Donation for Computer Migration to Electronic Medical Records$12,343
87-0568405-501 (c) (3)Mental Health Issues for Low Income$10,000
87-0269683-501 (c) (3)Support Community Health$10,000
87-0225875-501 (c) (3)Monroe Elementary Sponsorship$10,000
74-2386043-501 (c) (3)Support Families in Need$10,000
84-0481455-501 (c) (3)Class at Conference for Small Non Profit Business/agency$10,000
87-0501979-501 (c) (3)Uhcc Platinum Membership/ Somos Scholarship Fund for Students Pursuing Healthcare Fields$7,500

International Summary

Offices
0
Employees
0
Spending
$712,441,799

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments---$489,845,206
Europe (including Iceland & Greenland)Investments---$154,347,139
East Asia and the PacificInvestments---$59,502,077
North AmericaInvestments---$6,166,060
South AmericaInvestments---$1,650,154
Middle East and North AfricaInvestments---$931,163
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jeffrey T CragheadVendorSuppliesNo$1,950,858
Richard B StevensonTrustee FamilyWagesNo$355,972
Jeffrey L AndersonVendorBankingNo$128,620
-Officer FamilyWagesNo$92,090
-Officer FamilyWagesNo$73,241

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Investment Payable$201,641,738
Accrued Payroll / Leave$195,315,281
Other Long Term Liabilities$192,887,478
Payable to Third Party Payors$103,015,969
Interest Rate Swap Liabilities$101,432,493
457 Plan Liability$56,160,558
Minority Int in Jt Ventures$4,312,599
Asset Retirement Obligation$3,691,909

Bond Issues

BondIssuerIssuedIssue PricePurpose
A87-60002542003-11-19$308,000,000Bldg construction & equipment
B87-60002542005-10-04$262,000,000Bldg construction & equipment
C87-03440452009-11-05$252,199,400Bldg construction & equipment
B87-60003122012-10-25$250,001,777Bldg construction & equipment
A87-03440452012-05-15$200,000,000REFUND PRIOR ISSUE 2007A
D87-60003162011-03-21$63,362,310REFUND PRIOR ISSUE 2001B

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$314,823,712$63,312,310$32,000,000$1,561,803
B$273,598,644$200,000,000$10,000,000$1,339,946
C$253,629,646-$16,400,000$50,000
B$250,381,553---
A$200,000,000---
D$63,362,310---

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Charles w. Sorenson jr. Md / gregory p. Poulsen - family relationship albert r. Zimmerli / douglas c. Black / brent t. Johnson - business relationship (board members of a corporate investment that is 50% owned by the filing organization) albert r. Zimmerli / charles w. Sorenson jr. Md / douglas c. Black / daniel g. Gomez / bradford r. Rich - business relationship (board members and/or officers of selecthealth benefit assurance company, a taxable corporation that is wholly-owned by an affiliate of the filing organization) albert r. Zimmerli / bruce t. Reese / charles w. Sorenson jr. Md / a. Scott anderson / douglas c. Black / f. Ann millner / gregory m. Johnson / kem c. Gardner / laura s. Kaiser - business relationship (board members and/or officers of ihc affiliated services, inc., a taxable corporation with minimal activity that is wholly-owned by an affiliate of the filing organization)

Form 990, Part VI, Section A, Line 6

The sole member of health services is intermountain health care inc., a utah nonprofit corporation.

Form 990, Part VI, Section A, Line 7A

Pursuant to the approved bylaws, the filing organization's trustees are elected by the sole member at an annual membership meeting.

Form 990, Part VI, Section A, Line 7B

Pursuant to the articles of incorporation, the member exercises all property, voting, and other rights, interests and powers conferred under local statute.

Form 990, Part VI, Section B, Line 11

Health services' 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 to committee members in advance and discussed in depth during an audit and compliance committee meeting. Prior to filing with the irs, copies of the final return were provided to the health services' board of trustees 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 also 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. The questionnaires are collected and reviewed, per policy, by the vice president of business ethics and compliance. 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. 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 health services or the outside entity). Findings are reported to the full audit and compliance committee. The minutes from that report are submitted to the board of trustees.

Form 990, Part VI, Section B, Line 15

The executive compensation committee ("committee"), a subset of health services' 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, including the cfo - senior vice president - certain corporate and regional vice presidents pursuant to health services' written "compensation philosophy," the 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 not-for-profit 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 committee along with the performance data for each individual listed above. Decisions by the committee are contemporaneously documented. The committee presents all of the collected information and the associated compensation decisions to the entire board of trustees. Health services' philosophy is to pay compensation at or around the 50th percentile of comparable healthcare organizations. The determination of executive compensation is also designed to meet the "rebuttable presumption of reasonableness" standard as outlined in the treasury regulations.

Form 990, Part VI, Section C, Line 19

Health services does not currently allow public inspection of its governing documents or conflict of interest policy. A copy of the consolidated financial statements that includes the filing organization is attached to this return. The financial statements are also available to the public on the electronic municipal market access (emma) website, a service provided by the municipal securities rulemaking board.

Filing and Contact Details

Filer

EIN
94-2854057
Phone
8014422000

Signing Officer

Name
Vp Finance
Title
VP Finance
Phone
8014422000
Signed
2014-11-12
Discuss with paid preparer
No

Organization Details

Principal Officer
Charles W Sorenson Jr Md
Formed
1982
Legal Domicile
Ut
Voting Board Members
16
Independent Board Members
14
Employees
38,067
Volunteers
4,236

Preparer

Preparer
Shannon Deforest
Phone
8013503300
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1

Excellence in the provision of healthcare services to communities in the intermountain region. Our vision: our vision is to be a model healthcare system by continually learning and providing extraordinary care in all its dimensions: - clinical excellence: we will deliver the best clinical care in a consistent, integrated way, always improving through innovation and evidence-based practice. - patient engagement: we will provide a compassionate healing experience that reflects the caring and noble nature of our work in every encounter with our patients, members, and guests. We will help patients optimize their health and participate in decisions about their care. - physician engagement: we honor the essential role of our physician colleagues and will create systems and processes that help them best serve their patients. - operational effectiveness: we will be wise and careful stewards of our resources to enable extraordinary care. We will maintain the financial strength we need to meet our high standards of quality while providing the lowest sustainable cost to residents in our communities. - employee engagement: we value our employees as our most important resource and will create a workplace that attracts and rewards caring and talented individuals. - community stewardship: we are committed to serving the diverse needs of the young and old, rich and poor, and those living in urban and rural communities in the intermountain region, with sensitivity to cultural differences. We work independently and with community partners to care for the underserved, and we provide generally available medical services to all residents regardless of ability to pay. Our values: - mutual respect. "we treat others the way we want to be treated." - accountability. "we accept responsibility for our actions, attitudes and mistakes." - trust. "we act with integrity and can count on each other." - excellence. "we do our best at all times and look for ways to improve." form 990, part iii, line 1: excellence in the provision of healthcare services to communities in the intermountain region.

Form 990, Part III, Line 4A

Intermountain health care, inc. (intermountain) was organized in 1975 to own and operate the 15 hospitals formerly owned by the church of jesus christ of latter-day saints. In 1982, intermountain formed ihc health services, inc. (formally ihc hospitals, inc.) as a utah nonprofit subsidiary and transferred to health services its healthcare facilities. Health services currently consists of the hospital division, comprised of 22 hospitals (21 owned and one - garfield memorial - managed by health services) with 2,663 licensed beds in utah and southeast idaho, and the intermountain medical group, which employs more than 1,050 primary and secondary care physicians in hospitals and more than 300 clinic sites. Twenty of health services' hospitals are general acute care facilities which provide inpatient and outpatient medical services based on specific needs in each community. Two hospitals provide specialty care in the following areas: - primary children's hospital - pediatric care - the orthopedic specialty hospital - orthopedic care health services' clinical statistics for 2013: - acute admissions 133,973 - acute patient days 504,384 - births 30,792 - inpatient surgeries 39,552 - ambulatory surgeries 109,442 - emergency room visits 474,450 - physician clinic visits 2,911,110 - homecare patients served 87,998 health services' core business is managing common clinical processes of care to achieve the highest clinical quality, service quality, and cost outcomes. Each year, health services sets goals for clinical quality improvement in eight clinical programs and other areas. Physicians, nurses, and other clinical professionals measure their progress toward these goals and evaluate results. This leads to the systematic implementation of best practices - a process that yields better care for patients. Health services and its affiliates (collectively recognized as intermountain healthcare) is recognized worldwide as an organization focused on providing care based on proven results. The following eight clinical programs are organized and operated by health services to develop and implement evidenced-based best practices in our hospital and community-based settings: the behavioral health clinical program is comprised of teams of physicians, nurses, behavioral therapists, administrators, and other care providers. These teams work to improve therapeutic alliance scores for their patients with the understanding of the positive correlation to clinical outcome measurements. They screen for common medical conditions in patients in the behavioral health treatment settings. Currently, the teams are working to improve post discharge care planning for patients admitted to inpatient behavioral health facilities. The teams are currently part of expansion efforts to have mental health integration into all primary care clinics and telepsychiatry into rural facilities. Care process models are in place for the management of depression, bipolar disorder, eating disorders, and attention deficit disorder. Care process models are in development for substance use disorders and suicide assessment and prevention. Health services' clinical integration strategy over the last 17 years has been well-validated by the success of the nationally respected cardiovascular clinical program. Through highly evolved teamwork and alignment, cardiologists, cardiovascular (cv) surgeons, thoracic surgeons, and vascular surgeons along with nurses and administrative support have achieved outstanding clinical quality, service quality and value. Using extensive evidence-based guidelines supported by meaningful measurements and reports, the cv program has achieved well-published exceptional outcomes in such areas as cv surgery, acute myocardial infarction (mi), heart failure, cardiac risk management and rhythm management. The intensive medicine clinical program is comprised of teams of physicians, nurses, respiratory therapists, administrators, and other care providers in the areas of

Form 990, Part III, Line 4A

Health services provides services on the basis of medical need, without regard of ability to pay. An uninsured, low-income person will receive those services generally available at its hospitals and clinics for no charge or a reduced charge based upon such person's ability to pay, if in the judgment of the admitting physician the services are available at the hospital and clinics and the person requires that service. The availability of financial assistance for patients will continue to be communicated through all reasonable means. Health services has established a financial assistance policy for the uninsured and the underinsured, which offers discounts up to 100 percent of charges on a sliding scale. Financial assistance is based on both income as a percentage of the federal poverty level guidelines and the charges for services rendered. Health services' financial assistance guidelines include provisions that are responsive to those patients subject to catastrophic healthcare expenses. During 2013, through more than 276,674 cases, health services' facilities and physicians provided more than $119.8 million in financial assistance (at cost) to people unable to pay. This amount does not include bad debts. Bad debts refer to circumstances where a person has the ability to pay but does not pay for the services received and the amount is not otherwise collected. If an account has been initially identified as a bad debt but the patient later applies for and is determined to have been eligible for financial assistance at the time of treatment, then the bill is no longer considered a bad debt and is charged to charity care. However, if it is determined that the patient had the ability to pay at the time of service but the account cannot be collected later, or the patient did not communicate an inability to pay, it is considered to be a bad debt, which is not collectible. Health services generally incurs shortfalls between its established rates and amounts paid by medicare (principally related to elderly patients). Health services provides a significant array of additional community services, including owning and operating six community and school-based clinics to help meet the needs of uninsured and low-income people in neighborhoods that would otherwise lack convenient access to healthcare. In 2013, these clinics had more than 23,439 patient visits. Most patients pay on a sliding fee scale according to their household incomes, and many qualify for health services' financial assistance. The intermountain community care foundation, an affiliate supported by health services, awards grants and other cash contributions to 19 independently owned clinics that provide primary healthcare services to uninsured, low-income, and homeless populations. These clinics, located throughout utah, had more than 302,136 patient visits in 2013. Health services provides community benefit activities including: health education, health improvement services, health professions education, intern and resident training, and medical research. During 2013, these community services and contributions totaled more than $57.3 million. See schedule h.

FORM 990, PART XI, LINE 9:

Unrecognized change in funded status of postretirement benefit plans 534,644,153. Miscellaneous changes to unrestricted net assets -20,000. Book/tax difference on the sale of an llc interest -139,191.

Financial Statement Notes

PART V, LINE 4:

Explanation: the reported funds are held by both supporting and publicly supported organizations for the benefit of health services. The intended uses of these funds include research, charity care, patient care, capital projects and other similar purposes.

Form 990, Schedule D, Part VI, Line 1E

Amounts reflected on line 1e represent construction in progress.

Form 990, Schedule D, Part X, Line 2

U.s. Generally accepted accounting principles require management to evaluate tax positions taken by the company and recognize a tax liability (or asset) if the company has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has analyzed tax positions taken by the company and has concluded that as of december 31, 2013, there are no significant uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) in the consolidated financial statements or disclosure in the accompanying notes.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20104932
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt38126873
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3992668
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40477829
IRS990/Form990PartVIISectionAGrp/PersonNm0A SCOTT ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1S NEAL BERUBE
IRS990/Form990PartVIISectionAGrp/PersonNm2DOUGLAS C BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm3JANE CARLILE
IRS990/Form990PartVIISectionAGrp/PersonNm4REBECCA CHAVEZ-HOUCK
IRS990/Form990PartVIISectionAGrp/PersonNm5SPENCER F ECCLES
IRS990/Form990PartVIISectionAGrp/PersonNm6KAREN W FAIRBANKS
IRS990/Form990PartVIISectionAGrp/PersonNm7KEM C GARDNER
IRS990/Form990PartVIISectionAGrp/PersonNm8DANIEL G GOMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm9KAREN HALE
IRS990/Form990PartVIISectionAGrp/PersonNm10RANDY HORIUCHI
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVE HUEBNER
IRS990/Form990PartVIISectionAGrp/PersonNm12GAIL MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm13F ANN MILLNER
IRS990/Form990PartVIISectionAGrp/PersonNm14ARNOLD MILSTEIN MD PHD
IRS990/Form990PartVIISectionAGrp/PersonNm15BRUCE T REESE
IRS990/Form990PartVIISectionAGrp/PersonNm16BRADFORD R RICH
IRS990/Form990PartVIISectionAGrp/PersonNm17SHAHAB SAEED
IRS990/Form990PartVIISectionAGrp/PersonNm18CHARLES W SORENSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm19ROBERT W ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm20TODD E CRAGHEAD
IRS990/Form990PartVIISectionAGrp/PersonNm21DAVID FLOOD
IRS990/Form990PartVIISectionAGrp/PersonNm22LARRY D HANCOCK
IRS990/Form990PartVIISectionAGrp/PersonNm23KIMBERLY HENRICHSEN
IRS990/Form990PartVIISectionAGrp/PersonNm24BRENT T JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm25GREGORY M JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm26LAURA S KAISER
IRS990/Form990PartVIISectionAGrp/PersonNm27TERRI L KANE
IRS990/Form990PartVIISectionAGrp/PersonNm28LINDA C LECKMAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm29JACQUE MILLARD
IRS990/Form990PartVIISectionAGrp/PersonNm30TIMOTHY T PEHRSON
IRS990/Form990PartVIISectionAGrp/PersonNm31GREGORY P POULSEN
IRS990/Form990PartVIISectionAGrp/PersonNm32MARC PROBST
IRS990/Form990PartVIISectionAGrp/PersonNm33STEVEN R SMOOT
IRS990/Form990PartVIISectionAGrp/PersonNm34ALBERT R ZIMMERLI
IRS990/Form990PartVIISectionAGrp/PersonNm35DANIEL L ZUHLKE
IRS990/Form990PartVIISectionAGrp/PersonNm36WILLIAM GOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm37TRAVIS HENDRY
IRS990/Form990PartVIISectionAGrp/PersonNm38ERIC HOOLEY MD
IRS990/Form990PartVIISectionAGrp/PersonNm39HOWARD RICHTER MD
IRS990/Form990PartVIISectionAGrp/PersonNm40BRENT E WALLACE
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt840
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13273
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19497909
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23393863
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt261332604
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27534200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28814034
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29412521
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt341405568
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt391219568
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt403356484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2142
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18,672$2,597$16,075$10,651$9,506$1,144
2023Summary only. Only limited summary data is available for this year.$16,786$2,427$14,358$9,639$8,794$845
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15,054$2,019$13,036$8,709$8,061$647
2021Summary only. Only limited summary data is available for this year.$16,642$5,404$11,238$8,906$7,533$1,373
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15,157$6,287$8,869$7,116$6,736$379
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13,110$5,518$7,591$6,979$6,622$357
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11,156$4,357$6,799$6,592$5,958$634
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10,526$4,062$6,464$5,958$5,493$465
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9,566$3,926$5,640$5,619$5,059$560
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8,598$3,478$5,119$5,356$4,705$652
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8,428$3,370$5,057$4,861$4,232$629
2013Detailed filing. Detailed filing data is available for this year.$7,668$2,678$4,990$4,687$4,080$607
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6,723$3,164$3,559$3,846
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5,642$2,534$3,108$3,621
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5,544$2,444$3,100$3,466
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1B+ nonprofits