Nonprofit · EIN 87-0269232
INTERMOUNTAIN HEALTH CARE INC
Tax-exempt · SALT LAKE CTY, UT 84111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $231,589,074 | $232,341,013 | -$751,939 | $7,663,912,728 | $7,353,025,047 | $310,887,681 |
| December 31, 2023 | 990 | $12,775,985 | $198,565 | $12,577,420 | $4,987,090,872 | $4,505,391,008 | $481,699,864 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $200,992,791
- Investment income
- $30,596,283
- Net gain from sales of assets
- $3,626,468
- Tax-exempt bond proceeds
- $2,818,700
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $9,500,000
- Other salaries and wages
- $70,761,827
- Salaries, compensation and benefits (total)
- $89,274,343
- Professional fundraising fees
- $0
- Legal fees
- $169,368
- Occupancy
- $1,334,138
- Travel
- $546,672
- Depreciation
- $5,840,961
- Program services (functional)
- $175,609,191
- Management and general (functional)
- $56,731,822
Balance sheet and other
- Total assets, start of year
- $4,987,090,872
- Total assets, end of year
- $7,663,912,728
- Total liabilities, end of year
- $7,353,025,047
- Net assets, end of year
- $310,887,681
- Land, buildings and equipment
- $15,303,398
- Publicly traded securities
- $1,835,372,064
- Net assets without donor restrictions
- $213,777,345
- Net assets with donor restrictions
- $97,110,336
- Gross unrelated business income
- $122,803
- Gross receipts
- $690,706,274
- Employees
- 889
- Volunteers
- 7
- Year formed
- 1975
- State of legal domicile
- UT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT W ALLEN | TRUSTEE/PRES/CEO Trustee or director, Officer | 2 | $0 | $5,410,130 | $4,305,226 |
| NANNETTE BERENSEN | EVP/COO Officer | 2 | $0 | $2,570,342 | $1,513,604 |
| JAMES P VALIN MD | EVP/CHIEF CLINICAL OFFICER Officer | 2 | $0 | $2,247,077 | $1,292,195 |
| SUSAN M ROBEL | FORMER OFFICER Former | 0 | $0 | $2,317,622 | $944,330 |
| CLAY L ASHDOWN | EVP/CFO/TREASURER Officer | 2 | $0 | $1,890,547 | $1,278,871 |
| DANIEL R LILJENQUIST | EVP/CHIEF STRATEGY OFFICER Officer | 2 | $0 | $1,952,891 | $1,060,427 |
| GREG J MATIS | EVP/CHIEF LEGAL OFFICER/SEC Officer | 2 | $0 | $1,727,776 | $979,605 |
| HEATHER BRACE | EVP/CHIEF PEOPLE OFFICER Officer | 2 | $0 | $1,561,120 | $899,592 |
| DAVID L FLOOD | SVP/CHIEF DEVELOPMENT OFFICER Officer | 2 | $0 | $1,103,104 | $609,017 |
| MEGAN MAHNCKE | EVP/CHIEF MARKETING OFFICER Officer | 2 | $0 | $1,123,970 | $543,996 |
| ROBERT DOUGLAS GREALLY | TELLICA PRESIDENT/CMO Highest-paid employee | 50 | $1,343,522 | $0 | $291,920 |
| MANDY RICHARDS | SVP/CHIEF NURSING EXECUTIVE Officer | 2 | $0 | $895,364 | $501,822 |
| SUZANNE DRAPER | FORMER OFFICER Former | 0 | $0 | $1,140,791 | $16,541 |
| STACY JENNINGS | VP/CHIEF INVESTMENT OFFICER Officer | 2 | $0 | $835,217 | $297,105 |
| A MARC HARRISON MD | FORMER OFFICER Former | 0 | $0 | $1,112,509 | $18,478 |
27 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NICKOLAS MARK | VENTURES MANAGING PARTNER Highest-paid employee | 50 | $878,609 | $0 | $232,751 |
| AMY CHURCH | VP FINANCIAL PLANNING Officer | 2 | $0 | $752,763 | $287,460 |
| GREGORY P POULSEN | FORMER OFFICER Former | 0 | $0 | $644,455 | $99,276 |
| BRAD ISAACSON | TELLICA PRESIDENT OF OPERATIONS Highest-paid employee | 50 | $506,900 | $0 | $207,295 |
| JAY ZERWEKH | CASTELL CEO Highest-paid employee | 50 | $556,959 | $0 | $137,917 |
| NATE JONES | EXECUTIVE DIRECTOR Highest-paid employee | 50 | $552,691 | $0 | $27,649 |
| MELINDA MENDOZA | VP/CHIEF COMPLIANCE OFFICER Officer | 2 | $0 | $412,668 | $130,848 |
| CRAIG RICHARDVILLE | SVP/CIO (PARTIAL) Officer | 2 | $0 | $0 | $70,517 |
| A SCOTT ANDERSON | TRUSTEE (PARTIAL) Trustee or director | 2 | $0 | $3,851 | $0 |
| ELIZABETH P BECKMAN | TRUSTEE Trustee or director | 2 | $0 | $2,294 | $0 |
| MATT C PACKARD | TRUSTEE Trustee or director | 2 | $0 | $1,753 | $0 |
| MICHAEL O LEAVITT | TRUSTEE/CHAIR Trustee or director, Officer | 2 | $0 | $1,295 | $0 |
| JAMES N WEINSTEIN MD | TRUSTEE Trustee or director | 2 | $0 | $1,295 | $0 |
| STEVEN D HUEBNER | TRUSTEE Trustee or director | 2 | $0 | $1,246 | $0 |
| MICHAEL L FORDYCE | TRUSTEE/VICE CHAIR Trustee or director, Officer | 2 | $0 | $1,246 | $0 |
| DANIEL G GOMEZ | TRUSTEE Trustee or director | 2 | $0 | $1,246 | $0 |
| C GORDON HOWIE | TRUSTEE Trustee or director | 2 | $0 | $1,246 | $0 |
| JANICE UGAKI | TRUSTEE Trustee or director | 2 | $0 | $1,246 | $0 |
| F ANN MILLNER | TRUSTEE/SECRETARY (PARTIAL) Trustee or director, Officer | 2 | $0 | $1,246 | $0 |
| S NEAL BERUBE | TRUSTEE (PARTIAL) Trustee or director | 2 | $0 | $1,131 | $0 |
| SPENCER F ECCLES | TRUSTEE (PARTIAL) Trustee or director | 2 | $0 | $0 | $0 |
| CRYSTAL MAGGELET | TRUSTEE/SECRETARY (PARTIAL) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KATHRYN A PAUL | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MARIO M CARRERA | TRUSTEE (PARTIAL) Trustee or director | 2 | $0 | $0 | $0 |
| CHIP CHILDS | TRUSTEE (PARTIAL) Trustee or director | 2 | $0 | $0 | $0 |
| SERAPHINE KAPSANDOY-JONES | TRUSTEE (PARTIAL) Trustee or director | 2 | $0 | $0 | $0 |
| RANDAL K QUARLES | TRUSTEE (PARTIAL) Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 46 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ALBERT R ZIMMERLI | FORMER OFFICER Former | 0 | $0 | $8,266,670 | $30,965 |
| ROBERT W ALLEN | TRUSTEE/PRES/CEO/COO (PARTIAL) Trustee or director, Officer | 2 | $0 | $3,669,634 | $2,624,498 |
| JANIE WADE | ENTERPRISE CFO/EVP/TREAS (PARTIAL) Officer | 2 | $0 | $5,604,292 | $93,879 |
| LYDIA W JUMONVILLE | TRUSTEE (PARTIAL) Trustee or director | 2 | $0 | $3,796,732 | $566,589 |
| JAMES P VALIN MD | EVP/CHIEF CLINICAL OFFICER Officer | 2 | $0 | $2,029,528 | $1,073,539 |
| DAN LILJENQUIST | EVP/CHIEF STRATEGY OFFICER Officer | 2 | $0 | $1,919,334 | $945,345 |
| SUSAN M ROBEL | SVP/CHIEF NURSING OFFICER (PARTIAL) Officer | 2 | $0 | $1,791,439 | $880,024 |
| NANNETTE BERENSEN | EVP/COO (PARTIAL) Officer | 2 | $0 | $1,375,837 | $1,026,930 |
| A MARC HARRISON MD | FORMER OFFICER Former | 0 | $0 | $2,392,280 | $0 |
| GREG J MATIS | EVP/CHIEF LEGAL OFFICER/SECRETARY Officer | 2 | $0 | $1,467,943 | $832,676 |
| MIKELLE D MOORE | CHIEF COMM HEALTH OFFICER (PARTIAL) Officer | 2 | $0 | $2,198,026 | $55,829 |
| HEATHER BRACE | EVP/CHIEF PEOPLE OFFICER Officer | 2 | $0 | $1,451,456 | $748,041 |
| GREGORY M JOHNSON | VP FINANCE SERVICES (PARTIAL) Officer | 2 | $0 | $2,061,569 | $55,570 |
| DAVID L FLOOD | SVP/CHIEF DEVELOPMENT OFFICER Officer | 2 | $0 | $1,279,179 | $602,242 |
| CRAIG RICHARDVILLE | SVP/CHIEF INFORMATION OFFICER Officer | 2 | $0 | $1,244,905 | $615,022 |
| CLAY L ASHDOWN | EVP/CFO/TREAS (PARTIAL) Officer | 2 | $0 | $1,122,424 | $441,443 |
| MEGAN MAHNCKE | EVP/CHIEF MARKETING OFFICER Officer | 2 | $0 | $944,666 | $507,282 |
| ROBERT DOUGLAS GREALLY | TELLICA PRESIDENT/CHIEF MEDICAL OFFICER Highest-paid employee | 50 | $1,068,329 | $0 | $304,967 |
| MANDY RICHARDS | SVP/CHIEF NURSING EXECUTIVE (PARTIAL) Officer | 2 | $0 | $947,595 | $280,795 |
| NICKOLAS MARK | VENTURES MANAGING PARTNER Highest-paid employee | 50 | $866,211 | $0 | $231,771 |
| STACY JENNINGS | FORMER OFFICER Former | 0 | $0 | $805,712 | $277,524 |
| AMY CHURCH | VP FINANCIAL PLANNING & ANALYTICS Officer | 2 | $0 | $759,558 | $262,044 |
| GREGORY P POULSEN | FORMER OFFICER Former | 0 | $0 | $877,416 | $86,880 |
| SUZANNE DRAPER | VP / CCO (PARTIAL) Officer | 2 | $0 | $603,752 | $90,926 |
| JAY ZERWEKH | CASTELL CHIEF EXECUTIVE OFFICER Highest-paid employee | 50 | $439,984 | $0 | $128,051 |
| DAVE HENRIKSEN | CASTELL CHIEF OPERATING OFFICER Highest-paid employee | 50 | $404,631 | $0 | $139,695 |
| NATE JONES | EXECUTIVE DIRECTOR Highest-paid employee | 50 | $420,920 | $0 | $49,912 |
| MARK R BRIESACHER MD | FORMER OFFICER Former | 0 | $0 | $233,183 | $9,327 |
| KEVAN MABBUTT | FORMER OFFICER Former | 0 | $0 | $160,247 | $0 |
| MELINDA MENDOZA | VP / CCO (PARTIAL) Officer | 2 | $0 | $73,366 | $1,467 |
| STEVEN D HUEBNER | TRUSTEE Trustee or director | 2 | $0 | $2,495 | $0 |
| MATT C PACKARD | TRUSTEE Trustee or director | 2 | $0 | $1,430 | $0 |
| A SCOTT ANDERSON | TRUSTEE Trustee or director | 2 | $0 | $1,138 | $0 |
| SPENCER F ECCLES | TRUSTEE Trustee or director | 2 | $0 | $1,138 | $0 |
| S NEAL BERUBE | TRUSTEE Trustee or director | 2 | $0 | $1,110 | $0 |
| MICHAEL L FORDYCE | TRUSTEE/VICE CHAIR Trustee or director, Officer | 2 | $0 | $1,110 | $0 |
| DANIEL G GOMEZ | TRUSTEE Trustee or director | 2 | $0 | $1,110 | $0 |
| C GORDON HOWIE | TRUSTEE Trustee or director | 2 | $0 | $1,110 | $0 |
| MICHAEL O LEAVITT | TRUSTEE/CHAIR Trustee or director, Officer | 2 | $0 | $1,110 | $0 |
| CRYSTAL MAGGELET | TRUSTEE/SECRETARY Trustee or director, Officer | 2 | $0 | $1,110 | $0 |
| JANICE UGAKI | TRUSTEE Trustee or director | 2 | $0 | $1,110 | $0 |
| JAMES N WEINSTEIN MD | TRUSTEE Trustee or director | 2 | $0 | $1,110 | $0 |
| ELIZABETH P BECKMAN | TRUSTEE Trustee or director | 2 | $0 | $1,044 | $0 |
| GAIL MILLER | TRUSTEE (PARTIAL) Trustee or director | 2 | $0 | $0 | $0 |
| F ANN MILLNER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| KATHRYN A PAUL | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 36 S STATE ST STE 2200, SALT LAKE CTY, UT 84111-1470
- In care of
- % GREGORY M JOHNSON
- Principal officer (990 for 2024)
- ROBERT W ALLEN, 36 S STATE STREET SUITE 2200, SALT LAKE CITY, UT 84111
- Signed the 990
- ENTERPRISE CFO, CHIEF FINANCIAL OFFICER
- Phone
- (801) 442-2000
- Return prepared by
- ERNST & YOUNG US LLP
Mission
HELPING PEOPLE LIVE THE HEALTHIEST LIVES POSSIBLE. SEE SCHEDULE O.
Program accomplishments
- 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.Expenses $175,609,191 · grants $9,500,000 · revenue $200,992,791
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-0269232
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1947
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E310)
- Assets (IRS master file)
- $7,663,912,728
- Income (IRS master file)
- $690,706,274
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $231,589,074 | $232,341,013 | $7,663,912,728 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $12,775,985 | $198,565 | $4,987,090,872 | XML |
| 990 | December 2022 | $1,175,654 | $16,664 | $5,341,857,464 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-0269232).
Questions about INTERMOUNTAIN HEALTH CARE INC
- What is the EIN of INTERMOUNTAIN HEALTH CARE INC?
- The employer identification number (EIN) of INTERMOUNTAIN HEALTH CARE INC is 87-0269232.
- Is INTERMOUNTAIN HEALTH CARE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Are donations to INTERMOUNTAIN HEALTH CARE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does INTERMOUNTAIN HEALTH CARE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INTERMOUNTAIN HEALTH CARE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INTERMOUNTAIN HEALTH CARE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of INTERMOUNTAIN HEALTH CARE INC?
- The 990 for the year ended December 31, 2024 names ROBERT W ALLEN.
- Who are the officers and directors of INTERMOUNTAIN HEALTH CARE INC?
- The 990 for the year ended December 31, 2024 lists 42 people; 5 received compensation from the organization.
- How much revenue does INTERMOUNTAIN HEALTH CARE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $231,589,074, expenses of $232,341,013 and total assets of $7,663,912,728 at year end.
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