Skip to content
Nonprofiteer
← ST JOSEPH HOSPITAL FOUNDATION INC

Form 990 for tax year 2024

Filed by ST JOSEPH HOSPITAL FOUNDATION INC.

Totals

Total revenue
$721,665
Total expenses
$1,318,354
Contributions and grants received
$499,414
Grants paid
$990,805
Program services expenses (Part IX)
$990,805
Management and general expenses
$327,549
Fundraising expenses
$0
Program service expenses (Part III)
$990,805

Program services were 75.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MATT GRIMSHAW

    BOARD MEMBER/MARKET PRESIDENT

    Total calculated
    $954,065
    From this org
    $0
    From related orgs
    $873,241
    Other
    $80,824
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $480,627 related
    Bonus
    $0 + $366,103 related
    Other
    $0 + $26,511 related
    Deferred
    $0 + $44,235 related
    Nontaxable benefits
    $0 + $36,589 related
    Filer's total
    $0 + $954,065 related
  • CHRISTY SPITSER

    INTERIM MKT. PRES (THROUGH 12/2024)/MKT VP

    Total calculated
    $551,175
    From this org
    $0
    From related orgs
    $501,812
    Other
    $49,363
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $401,123 related
    Bonus
    $0 + $99,523 related
    Other
    $0 + $1,166 related
    Deferred
    $0 + $16,300 related
    Nontaxable benefits
    $0 + $33,063 related
    Filer's total
    $0 + $551,175 related
  • BENJAMIN NELTNER MD

    BOARD MEMBER/PHYSICIAN

    Total calculated
    $311,487
    From this org
    $0
    From related orgs
    $265,261
    Other
    $46,226
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,508 related
    Bonus
    $0
    Other
    $0 + $17,753 related
    Deferred
    $0 + $15,340 related
    Nontaxable benefits
    $0 + $30,886 related
    Filer's total
    $0 + $311,487 related
  • K DELAINE THIEL

    MARKET VP, PHILANTHROPY

    Total calculated
    $229,642
    From this org
    $0
    From related orgs
    $210,760
    Other
    $18,882
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,982 related
    Bonus
    $0 + $46,000 related
    Other
    $0 + $778 related
    Deferred
    $0 + $10,444 related
    Nontaxable benefits
    $0 + $8,438 related
    Filer's total
    $0 + $229,642 related
  • KATHY ARMS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • ANNA-RICHELLE BACH

    BOARD MEMBER (THROUGH 6/2025)

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • ANN BRYANT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • PAUL CHARTIER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • LARRY COWGILL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • JAKOB DUERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • JANET EVANS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • MARGARET GRAY

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • JULIA K HALL

    BOARD MEMBER (THROUGH 10/2024)

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • WENDY HECHEMY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • JESSE HODGSON

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • ALICIA KAZEE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • DAVID MAYO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • KRISTIN FORD MILAM

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • TRACY PEARCE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • ALLISON BOONE PORTEUS

    BOARD MEMBER (THROUGH 2/2025)

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • AMY SMITH-CISSELL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • EDWARD STANKO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • SHERRY TAUL

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 3 related
  • ALAN VANARSDALL

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 3 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

  • 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)

PART I, LINE 3
DURING THE CALENDAR YEAR 2024, COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL WAS ESTABLISHED BY COMMONSPIRIT HEALTH, A RELATED ORGANIZATION, AND PAID BY SAINT JOSEPH HEALTH SYSTEM. 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) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY. SEE SCHEDULE O DISCLOSURE FOR FORM 990, PART VI, SECTION B, LINE 15 FOR ADDITIONAL INFORMATION.
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.
PART I LINE 4B:
CERTAIN LISTED PERSONS PARTICIPATE IN THE COMMONSPIRIT HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP), A NONQUALIFIED RETIREMENT PLAN DESIGNED TO PROVIDE DEFERRED COMPENSATION TO KEY EXECUTIVES WHO HAVE CONTRIBUTED MATERIALLY TO THE SUCCESS OF OUR MINISTRY. THE SERP IS INTENDED TO PROVIDE HIGHLY COMPENSATED INDIVIDUALS WITH ADDITIONAL RETIREMENT INCOME TO HELP OFFSET REGULATORY LIMITS IN PLACE ON QUALIFIED RETIREMENT PLANS AND SOCIAL SECURITY. EACH ANNUAL CONTRIBUTION IS SUBJECT TO A FOUR-YEAR VESTING OR RETENTION PERIOD. UPON COMPLETION OF THE APPLICABLE FOUR-YEAR RETENTION PERIOD FOR EACH ANNUAL CONTRIBUTION, VESTING WILL OCCUR, AND ANY ACCUMULATED BENEFIT UNDER THE PLAN WILL BE RECEIVED. ON THE FIRST DAY OF THE CALENDAR MONTH AFTER THE FOURTH ANNIVERSARY OF THE SERP BENEFIT, THE ANNUAL CONTRIBUTION AND ITS ASSOCIATED INVESTMENT GAINS OR LOSSES BECOME 100% VESTED. IN ADDITION, THE PARTICIPANT'S SERP BENEFIT BECOMES 100% VESTED UPON ANY OF THE FOLLOWING EVENTS: 1) REACHING THE AGE OF 65 (THE PLAN'S NORMAL RETIREMENT AGE), OR 2) DEATH, OR BECOME DISABLED UNDER THE LONG-TERM DISABILITY PLAN OR SOCIAL SECURITY. SHOULD EMPLOYMENT END FOR ANY REASON OTHER THAN TERMINATION WITH SEVERANCE, RETIREMENT AT AGE 65 OR OLDER, DISABILITY, OR DEATH, UNVESTED SERP FUNDS ARE FORFEITED. IF EMPLOYMENT IS TERMINATED WITH SEVERANCE, THE TERMS AND CONDITIONS OUTLINED WITHIN THE SERP, AND NOT THOSE OF ANY SEVERANCE AGREEMENT, WILL CONTROL AND GOVERN PAYMENT ENTITLEMENT UNDER THE SERP. CERTAIN ELIGIBLE LISTED PERSONS RECEIVED AN ADDITIONAL PAYMENT DURING 2024 DUE TO A DELAY IN THE START DATE OF THE SERP. CERTAIN LISTED PERSONS ARE ELIGIBLE TO PARTICIPATE IN THE CATHOLIC HEALTH INITIATIVES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR REGION CEOS/PRESIDENTS AND OTHER DESIGNATED COMMONSPIRIT EXECUTIVES AT THE LEVEL OF SENIOR VICE PRESIDENT AND ABOVE. DUE TO THE "SUPER" VESTING RULES UNDER THE CATHOLIC HEALTH INITIATIVES DEFERRED COMPENSATION PLAN, PARTICIPANTS WHO HAVE MET CERTAIN REQUIREMENTS SUCH AS INVOLUNTARY TERMINATION WITHOUT CAUSE, AGE, AGE AND YEARS OF SERVICE, OR MORE THAN 5 YEARS OF PLAN PARTICIPATION ARE ELIGIBLE TO RECEIVE THEIR 2024 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 2024, THE FOLLOWING PAYMENTS WERE MADE PURSUANT TO THE SUPER VESTING RULES: MATTHEW GRIMSHAW, $26,001.
SCHEDULE J, PART II:
ST. JOSEPH HOSPITAL FOUNDATION, INC. 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 PEOPLE 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 2024.

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

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
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202611339349307951

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

The source document this was parsed from is served over the API, which is where bulk and document access live.