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Nonprofiteer
← ST LUKES HEALTH SYSTEM CORPORATION

Form 990 for tax year 2023

Filed by ST LUKES HEALTH SYSTEM CORPORATION.

Totals

Total revenue
$94,240,160
Total expenses
$167,026,594
Contributions and grants received
$506,829
Grants paid
$0
Program services expenses (Part IX)
$88,077,292
Management and general expenses
$78,949,302
Fundraising expenses
$0
Program service expenses (Part III)
$88,077,292

Program services were 52.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • T DOUGLAS LAWSON PHD

    PRESIDENT, SOUTH REGION

    Total calculated
    $3,615,147
    From this org
    $0
    From related orgs
    $3,396,538
    Other
    $218,609
    Hours/week
    4 + 46 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,254,480 related
    Bonus
    $0 + $1,981,456 related
    Other
    $0 + $160,602 related
    Deferred
    $0 + $196,283 related
    Nontaxable benefits
    $0 + $22,326 related
    Filer's total
    $0 + $3,615,147 related

  • ELIZABETH YOUNGBLOOD

    FORMER OFFICER

    Total calculated
    $2,629,636
    From this org
    $2,594,608
    From related orgs
    $0
    Other
    $35,028
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $621,876
    Bonus
    $691,096
    Other
    $1,281,636
    Deferred
    $19,175
    Nontaxable benefits
    $15,853
    Filer's total
    $2,629,636

  • PAUL ARRINGTON

    DIV SVP COMMUNICATION

    Total calculated
    $1,205,648
    From this org
    $1,154,423
    From related orgs
    $0
    Other
    $51,225
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $373,518
    Bonus
    $175,970
    Other
    $604,935
    Deferred
    $18,817
    Nontaxable benefits
    $32,408
    Filer's total
    $1,205,648

  • BRADLEY LEMBCKE MD

    DIVISION SVP CMO/ PRESIDENT BSLMC

    Total calculated
    $1,054,341
    From this org
    $1,000,841
    From related orgs
    $0
    Other
    $53,500
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $691,290
    Bonus
    $306,356
    Other
    $3,195
    Deferred
    $19,175
    Nontaxable benefits
    $34,325
    Filer's total
    $1,054,341

  • JAMES PARISI

    PRESIDENT, NORTH HOUSTON MARKET CHI ST. LUKE'S

    Total calculated
    $1,036,413
    From this org
    $937,531
    From related orgs
    $0
    Other
    $98,882
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $495,167
    Bonus
    $418,550
    Other
    $23,814
    Deferred
    $64,495
    Nontaxable benefits
    $34,387
    Filer's total
    $1,036,413

  • KIMBERLY SHAW

    MKT PRESIDENT BRAZOS VALLEY

    Total calculated
    $897,767
    From this org
    $862,606
    From related orgs
    $0
    Other
    $35,161
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $450,101
    Bonus
    $321,816
    Other
    $90,689
    Deferred
    $11,240
    Nontaxable benefits
    $23,921
    Filer's total
    $897,767

  • STEVEN FOSTER

    PRESIDENT, SOUTH HOUSTON MARKET CHI ST. LUKE'S

    Total calculated
    $855,465
    From this org
    $798,267
    From related orgs
    $0
    Other
    $57,198
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $418,704
    Bonus
    $337,319
    Other
    $42,244
    Deferred
    $18,423
    Nontaxable benefits
    $38,775
    Filer's total
    $855,465

  • MONTE BOSTWICK

    MARKET PRESIDENT CHI ST. LUKE'S MEMORIAL

    Total calculated
    $800,876
    From this org
    $750,211
    From related orgs
    $0
    Other
    $50,665
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $458,266
    Bonus
    $245,833
    Other
    $46,112
    Deferred
    $17,670
    Nontaxable benefits
    $32,995
    Filer's total
    $800,876

  • LINDA KULHANEK

    CFO, SOUTH REGION

    Total calculated
    $765,986
    From this org
    $734,750
    From related orgs
    $0
    Other
    $31,236
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $501,957
    Bonus
    $229,109
    Other
    $3,684
    Deferred
    $19,175
    Nontaxable benefits
    $12,061
    Filer's total
    $765,986

  • CAROLYN QUAN

    DIV VP CLINICAL EFFICIENCY UTILIZATION

    Total calculated
    $674,562
    From this org
    $625,237
    From related orgs
    $0
    Other
    $49,325
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $422,515
    Bonus
    $199,527
    Other
    $3,195
    Deferred
    $21,338
    Nontaxable benefits
    $27,987
    Filer's total
    $674,562

  • VERONICA MARTIN

    DIV SVP CNO

    Total calculated
    $630,005
    From this org
    $596,222
    From related orgs
    $0
    Other
    $33,783
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $406,813
    Bonus
    $187,633
    Other
    $1,776
    Deferred
    $19,175
    Nontaxable benefits
    $14,608
    Filer's total
    $630,005

  • MARIO GARNER

    PRESIDENT ST LUKE-VINTAGE

    Total calculated
    $600,818
    From this org
    $552,160
    From related orgs
    $0
    Other
    $48,658
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $366,654
    Bonus
    $167,590
    Other
    $17,916
    Deferred
    $36,242
    Nontaxable benefits
    $12,416
    Filer's total
    $600,818

  • PETER WONG

    VP-PERFORMANCE EXCELLENCE

    Total calculated
    $536,975
    From this org
    $493,361
    From related orgs
    $0
    Other
    $43,614
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $329,439
    Bonus
    $155,872
    Other
    $8,050
    Deferred
    $19,175
    Nontaxable benefits
    $24,439
    Filer's total
    $536,975

  • CHARLES ELLISON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PAUL KLOTMAN MD

    EX-OFFICIO BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • TONY LIN MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • INDIRA VISHNAMPET

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1 + 12 related

  • ADAM KUSPA PHD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEFF ROSE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HASHEM EL-SERAG MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • STU BRIGHTMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALEJANDRO CESTERO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN HACKETT

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 6 related

  • SR LAUREEN PAINTER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ANGELA COLE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARGIE HARRIS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • RHONDA SMITH

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
DURING THE CALENDAR YEAR 2023, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED AND PAID BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION. COMMONSPIRIT HEALTH, USED ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J, PART I, LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: (1) COMPENSATION COMMITTEE; (2) INDEPENDENT COMPENSATION CONSULTANT; (3) COMPENSATION SURVEY OR STUDY; (4) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
SCHEDULE J, PART I, LINE 4A
CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY AN EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 9 MONTHS TO 2 YEARS OF BASE COMPENSATION, DEPENDING ON THE EXECUTIVE'S POSITION, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. CERTAIN REPORTABLE INDIVIDUALS ARE COVERED BY A NON-EXECUTIVE SEVERANCE POLICY THAT PROVIDES MARKET-STANDARD COMPENSATION, RANGING FROM PAYMENTS OF 2 WEEKS TO 52 WEEKS OF BASE COMPENSATION, DEPENDING ON THE EMPLOYEE'S POSITION AND TENURE, IN THE EVENT OF A POSITION ELIMINATION OR OTHER INVOLUNTARY TERMINATION, IN ACCORDANCE WITH THE GUIDELINES OF THE POLICY. THE FOLLOWING REPORTABLE INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2023 CALENDAR YEAR, AND THESE SEVERANCE PAYMENTS WERE INCLUDED IN THE INDIVIDUALS' W-2 INCOME AND REPORTABLE COMPENSATION ON PART VII AND SCHEDULE J, PART II, COLUMN (B)(III): PAUL ARRINGTON, $600,244 AND ELIZABETH YOUNGBLOOD, $1,116,135.
SCHEDULE J, PART I, LINE 4B
DURING THE 2023 CALENDAR YEAR, COMMONSPIRIT HEALTH ("COMMONSPIRIT") MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR DIVISION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DURING 2023, THE FOLLOWING DISTRIBUTIONS WERE MADE BY COMMONSPIRIT FROM THE DEFERRED COMPENSATION PLAN: STEVEN C FOSTER, $19,701; MONTE J BOSTWICK, $20,029; JAMES F PARISI, $20,651; T. DOUGLAS LAWSON, $146,007; MARIO GARNER, $17,188 AND ELIZABETH YOUNGBLOOD, $116,108. DUE TO THE "SUPER" VESTING RULES UNDER COMMONSPIRIT'S DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2023 CONTRIBUTIONS IN CASH. THESE CASH PAYOUTS ARE INCLUDED IN THE PARTICIPANT'S REPORTABLE COMPENSATION IN COLUMN (III) OTHER REPORTABLE COMPENSATION ON SCHEDULE J PART II. DURING 2023, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: STEVEN C FOSTER, $22,602; MONTE J BOSTWICK, $24,968; ELIZABETH YOUNGBLOOD, $46,443.
SCHEDULE J, PART II - COMPENSATION FROM AN UNRELATED ORGANIZATION
LIST OF INDIVIDUAL(S) WHO RECEIVED COMPENSATION FROM CHI ST LUKE'S HEALTH BAYLOR COLLEGE OF MEDICINE MEDICAL CENTER, AN UNRELATED ORGANIZATION: ELIZABETH YOUNGBLOOD - $2,594,608.
SCHEDULE J, PART II
ST. LUKE'S HEALTH SYSTEM CORPORATION FOLLOWS COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY. COMMONSPIRIT'S EXECUTIVE COMPENSATION PHILOSOPHY IS DESIGNED TO ASSIST COMMONSPIRIT IN ATTRACTING AND RETAINING THE CALIBER OF EXECUTIVES REQUIRED TO ENABLE COMMONSPIRIT TO FULFILL ITS MISSION OF PROVIDING HIGH QUALITY HEALTHCARE FOR ALL PERSONS REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES, IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES COMMONSPIRIT SERVES, PROMOTING PATIENT AND EMPLOYEE SATISFACTION, AND ENSURING FINANCIAL STABILITY. A SUBSTANTIAL PORTION OF EXECUTIVE COMPENSATION IS PERFORMANCE BASED AND IS LINKED TO ORGANIZATIONAL GOALS APPROVED IN ADVANCE BY THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THESE GOALS INCLUDE ATTAINMENT OF ANNUAL AND LONG-TERM FINANCIAL PERFORMANCE, CERTAIN HEALTHCARE QUALITY STANDARDS AND COMMONSPIRIT'S COMMITMENT TO SERVING THE POOR AND DISENFRANCHISED IN THE COMMUNITIES IT SERVES. TOTAL COMPENSATION, WHICH INCLUDES BASE SALARY, ANNUAL, AND LONG-TERM INCENTIVE COMPENSATION, IS ESTABLISHED TO APPROXIMATE THE PREVAILING MARKET CONDITIONS FOR EXECUTIVES OF COMPANIES OF SIMILAR SIZE, REVENUES AND COMPLEXITY. PAYMENTS PURSUANT TO A LONG-TERM FINANCIAL PERFORMANCE GOAL WERE PAID IN CALENDAR YEAR 2023.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202521349349303412

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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