Form 990 for tax year 2023
Filed by ST FRANCIS HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST F.
Totals
- Total revenue
- $65,077,004
- Total expenses
- $52,460,774
- Contributions and grants received
- $164,291
- Grants paid
- $0
- Program services expenses (Part IX)
- $42,377,721
- Management and general expenses
- $10,083,053
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $42,377,721
Program services were 80.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
James Timpe
President/CEO (Until 5/31/24)
- Total calculated
- $392,888
- From this org
- $301,700
- From related orgs
- $0
- Other
- $91,188
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $249,572
- Bonus
- $48,244
- Other
- $3,884
- Deferred
- $66,645
- Nontaxable benefits
- $24,543
- Filer's total
- $392,888
-
Jane Martin
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Marchelle Kassebaum
Secretary (Until 10/31/23)
- Total calculated
- $0
- Hours/week
- 1
-
MATT FRY
PRESIDENT/CEO (BEGAN NOV 2023)
- Total calculated
- $539,642
- From this org
- $0
- From related orgs
- $444,498
- Other
- $95,144
- Hours/week
- 1 + 59 related
Schedule J breakdown matched by us
- Base
- $0 + $401,278 related
- Bonus
- $0 + $41,517 related
- Other
- $0 + $1,703 related
- Deferred
- $0 + $61,634 related
- Nontaxable benefits
- $0 + $33,510 related
- Filer's total
- $0 + $539,642 related
-
Steve Bryant
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Elisa Feldmann
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Gerald Williams
Board Member (Until 10/31/23)
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER REID BAUGHER
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Jerome Epplin MD
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
John Winans
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Kevin Niemann
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
SR RITAMARY BROWN
Board Member/HSHS SISTER (Until 12/31/23)
- Total calculated
- $0
- Hours/week
- 1
-
Thomas Baker
Board Member (Until 10/31/23)
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM MONTGOMERY
Board Member
- Total calculated
- $0
- Hours/week
- 1
-
Michael Scialdone
Treasurer / HSHS SVP & CFO (began 01/08/24)
- Total calculated
- $0
- Hours/week
- 0.3 + 59.7 related
-
Paige Toth
Secretary (began 11/1/23)
- Total calculated
- $372,277
- From this org
- $0
- From related orgs
- $306,108
- Other
- $66,169
- Hours/week
- 4.3 + 55.7 related
Schedule J breakdown matched by us
- Base
- $0 + $283,016 related
- Bonus
- $0 + $23,092 related
- Other
- $0
- Deferred
- $0 + $33,609 related
- Nontaxable benefits
- $0 + $32,560 related
- Filer's total
- $0 + $372,277 related
-
PATRICIA ALLEN
CFO - CARE DELIVERY
- Total calculated
- $773,133
- From this org
- $0
- From related orgs
- $649,506
- Other
- $123,627
- Hours/week
- 3 + 57 related
Schedule J breakdown matched by us
- Base
- $0 + $498,772 related
- Bonus
- $0 + $53,821 related
- Other
- $0 + $96,913 related
- Deferred
- $0 + $99,475 related
- Nontaxable benefits
- $0 + $24,152 related
- Filer's total
- $0 + $773,133 related
-
TODD Smart
Treasurer (UNTIL 5/3/24)
- Total calculated
- $382,133
- From this org
- $0
- From related orgs
- $315,606
- Other
- $66,527
- Hours/week
- 0.3 + 59.7 related
Schedule J breakdown matched by us
- Base
- $0 + $275,819 related
- Bonus
- $0 + $37,512 related
- Other
- $0 + $2,275 related
- Deferred
- $0 + $46,882 related
- Nontaxable benefits
- $0 + $19,645 related
- Filer's total
- $0 + $382,133 related
-
Brian Strader
Director-Pharmacy
- Total calculated
- $187,337
- From this org
- $181,853
- From related orgs
- $0
- Other
- $5,484
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $181,803
- Bonus
- $0
- Other
- $50
- Deferred
- -$6,487
- Nontaxable benefits
- $11,971
- Filer's total
- $187,337
-
JILL MOUTRIA
Pharmacist
- Total calculated
- $138,684
- From this org
- $153,445
- From related orgs
- $0
- Other
- -$14,761
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,445
- Bonus
- $0
- Other
- $0
- Deferred
- -$26,338
- Nontaxable benefits
- $11,577
- Filer's total
- $138,684
-
Kerri A Smith
Advanced Practice RN
- Total calculated
- $150,673
- From this org
- $125,273
- From related orgs
- $0
- Other
- $25,400
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $125,273
- Bonus
- $0
- Other
- $0
- Deferred
- $6,100
- Nontaxable benefits
- $19,300
- Filer's total
- $150,673
-
Susan Elizabeth Stewart
Advanced Practice RN
- Total calculated
- $185,782
- From this org
- $143,884
- From related orgs
- $0
- Other
- $41,898
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,307
- Bonus
- $0
- Other
- $2,577
- Deferred
- $39,879
- Nontaxable benefits
- $2,019
- Filer's total
- $185,782
-
Tammy Keiser-Donoho
Registered Nurse - Critical Care
- Total calculated
- $163,547
- From this org
- $122,395
- From related orgs
- $0
- Other
- $41,152
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $114,395
- Bonus
- $8,000
- Other
- $0
- Deferred
- $12,201
- Nontaxable benefits
- $28,951
- Filer's total
- $163,547
-
Aaron Puchbauer
FORMER INTERIM CEO
- Total calculated
- $419,038
- From this org
- $0
- From related orgs
- $356,839
- Other
- $62,199
- Hours/week
- 0 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $234,808 related
- Bonus
- $0 + $56,608 related
- Other
- $0 + $65,423 related
- Deferred
- $0 + $30,617 related
- Nontaxable benefits
- $0 + $31,582 related
- Filer's total
- $0 + $419,038 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 — 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 · Form 990 of other organizations
- 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)
- Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
- PLEASE SEE RESPONSE TO FORM 990, PART VI, LINE 15A IN SCHEDULE O.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- HSHS EXECUTIVES ELIGIBLE TO PARTICIPATE IN SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) ARE DEFINED IN THE SERP PLAN DOCUMENTS. THE SERP WAS ESTABLISHED TO PROVIDE ADDITIONAL RETIREMENT BENEFITS TO ENSURE REASONABLE MARKET COMPETITIVE BENEFITS IN ACCORDANCE WITH THE HSHS EXECUTIVE COMPENSATION PHILOSOPHY ESTABLISHED BY THE HSHS COMPENSATION COMMITTEE. THE PLAN PROVIDES A DEFINED RETIREMENT CONTRIBUTION TO PARTICIPANTS COMMENCING ON JANUARY 1, 2008, EQUAL TO A PERCENTAGE OF COMPENSATION AS DEFINED IN THE SERP PLAN DOCUENTS FOR THE PLAN YEAR. PARTICIPANTS CONSTRUCTIVELY RECEIVE A DISTRIBUTION FROM THE PLAN NO LATER THAN MARCH 15TH OF THE CALENDAR YEAR FOLLOWING THE CALENDAR YEAR IN WHICH AN AMOUNT IS VESTED AND TAXABLE PURSUANT TO A VESTING SCHEDULE AS SPECIFIED IN THE PLAN DOCUMENT. THE ACTUAL DISTRIBUTION OF THE VESTED BENEFIT UNDER THE PLAN IS PAID IN A SINGLE LUMP SUM TO THE PARTICIPANT OR THE PARTICIPANT'S BENEFICIARY UPON THE EARLIER OF THE PARTICIPANT'S TERMINATION OF EMPLOYMENT, DEATH, OR TOTAL AND PERMANENT DISABILITY. THE FOLLOWING INTERESTED PERSONS CONSTRUCTIVELY RECEIVED DEFERRALS TO THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023; THESE DEFERRALS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (C). PATRICIA ALLEN -- $44,695 MATT FRY -- $45,134 AARON PUCHBAUER -- $30,148 JAMES TIMPE -- $30,651 TODD SMART -- $25,441 PAIGE TOTH -- $14,542 THE FOLLOWING INTERESTED PERSONS RECEIVED DISTRIBUTIONS FROM THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023; THESE PAYMENTS ARE INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III) AND SCHEDULE J, PART II, COLUMN (F), AS APPLICABLE. PATRICIA ALLEN -- $34,179 AARON PUCHBAUER -- $22,341
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
No itemized grants to organizations 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.
-
HOSPITAL SISTERS HEALTH SYSTEM
501(c)(3) · HEALTHCARE · IL
Directly controlled by NA
-
HOSPITAL SISTERS OF ST FRANCIS FOUNDATION INC
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSHS
-
HOSPITAL SISTERS HEALTHCARE-WEST INC
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by HSSI
-
SACRED HEART HOSPITAL OF HOSPITAL SISTERS OF THIRD ORDER OF ST FRANCIS
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by HSSI
-
ST ANTHONY'S MEMORIAL HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER O F ST FRANCIS
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSSI
-
ST ELIZABETH'S HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST FR ANCIS
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSSI
-
ST NICHOLAS HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST FRANC IS
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by HSSI
-
ST JOHN'S HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST FRANCIS
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSSI
-
ST JOSEPH'S HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST FRANC IS
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSSI
-
ST JOSEPH'S HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST FRANC IS
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by HSSI
-
ST MARY'S HOSPITAL DECATUR OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST FRANCIS
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSSI
-
ST MARY'S HOSPITAL MEDICAL CENTER OF GREEN BAY INC - HOSPITAL SISTERS
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by HSSI
-
ST VINCENT HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST FRANCI S
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by HSSI
-
ST JOSEPH'S HOSPITAL OF THE HOSPITAL SISTERS OF THE THIRD ORDER OF ST FRANC IS
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSSI
-
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSHS
-
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSSI
-
HSHS WISCONSIN MEDICAL GROUP INC
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by HSSI
-
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by ST NICHOLAS
-
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by HSSI
-
PRAIRIE EDUCATION & RESEARCH COOPERATIVE
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSSI
-
ST CLARE MEMORIAL HOSPITAL INC
501(c)(3) · HEALTHCARE · WI · controlled entity
Directly controlled by HSSI
-
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSSI
-
501(c)(3) · FUNDRAISING · IL · controlled entity
Directly controlled by HSSI
-
HSHS GOOD SHEPHERD HOSPITAL INC
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSSI
-
HOSPITAL SISTERS MISSION OUTREACH CORPORATION
501(c)(3) · RECYCLING MEDICAL SUPPLIES · IL · controlled entity
Directly controlled by HSHS
-
PRAIRIE CARDIOVASCULAR CONSULTANTS LTD
501(c)(3) · HEALTHCARE · IL · controlled entity
Directly controlled by HSSI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501289349302865
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