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Nonprofiteer
← ST FRANCIS HOSPITAL INC

Form 990 for tax year 2023

Filed by ST FRANCIS HOSPITAL INC.

Totals

Total revenue
$846,527,935
Total expenses
$810,204,765
Contributions and grants received
$945,430
Grants paid
$698,360
Program services expenses (Part IX)
$767,312,151
Management and general expenses
$42,892,614
Fundraising expenses
$0
Program service expenses (Part III)
$767,312,151

Program services were 94.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HENRY GALLIVAN

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3.5 + 3 related

  • John Pazdan

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3.5 + 3 related

  • MATTHEW CALDWELL

    Market President BSSFHS

    Total calculated
    $1,316,181
    From this org
    $0
    From related orgs
    $1,074,551
    Other
    $241,630
    Hours/week
    15 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $542,205 related
    Bonus
    $0 + $179,269 related
    Other
    $0 + $353,077 related
    Deferred
    $0 + $206,531 related
    Nontaxable benefits
    $0 + $35,099 related
    Filer's total
    $0 + $1,316,181 related

  • Brian Yanofchick

    Board Member; Chief Sponsorship Officer

    Total calculated
    $538,075
    From this org
    $0
    From related orgs
    $524,623
    Other
    $13,452
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $305,002 related
    Bonus
    $0 + $89,249 related
    Other
    $0 + $130,372 related
    Deferred
    $0 + $3,150 related
    Nontaxable benefits
    $0 + $10,302 related
    Filer's total
    $0 + $538,075 related

  • DAVID A CANNADY

    Board Member; Chief Strategy Officer

    Total calculated
    $1,900,605
    From this org
    $0
    From related orgs
    $1,504,245
    Other
    $396,360
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $689,984 related
    Bonus
    $0 + $241,804 related
    Other
    $0 + $572,457 related
    Deferred
    $0 + $392,401 related
    Nontaxable benefits
    $0 + $3,959 related
    Filer's total
    $0 + $1,900,605 related

  • Doris HALEY

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Frederick GIlmer Jr

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • GARY DANIELS Jr

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Kenneth Baca

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Lee Palms

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Matthew COOney

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • SR KATHRYN CLAUSS

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • TOMMY MANN JR MD

    Board Member; General Surgeon

    Total calculated
    $498,329
    From this org
    $0
    From related orgs
    $461,806
    Other
    $36,523
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,662 related
    Bonus
    $0 + $48,801 related
    Other
    $0 + $39,343 related
    Deferred
    $0 + $3,150 related
    Nontaxable benefits
    $0 + $33,373 related
    Filer's total
    $0 + $498,329 related

  • Wendy WALDEN

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Robert Stiekes

    CFO - BSSFHS

    Total calculated
    $485,790
    From this org
    $0
    From related orgs
    $420,736
    Other
    $65,054
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,734 related
    Bonus
    $0 + $77,285 related
    Other
    $0 + $18,717 related
    Deferred
    $0 + $29,443 related
    Nontaxable benefits
    $0 + $35,611 related
    Filer's total
    $0 + $485,790 related

  • Bruce Swords

    Chief Clinical Officer - BSSFHS

    Total calculated
    $548,354
    From this org
    $0
    From related orgs
    $480,740
    Other
    $67,614
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,799 related
    Bonus
    $0 + $58,233 related
    Other
    $0 + $60,708 related
    Deferred
    $0 + $35,536 related
    Nontaxable benefits
    $0 + $32,078 related
    Filer's total
    $0 + $548,354 related

  • Jenny Wehrs

    COO - BSSFHS

    Total calculated
    $466,434
    From this org
    $397,130
    From related orgs
    $0
    Other
    $69,304
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $305,561
    Bonus
    $71,943
    Other
    $19,626
    Deferred
    $36,569
    Nontaxable benefits
    $32,735
    Filer's total
    $466,434

  • Kathleen Black

    CHIEF NURSING OFFICER

    Total calculated
    $363,558
    From this org
    $349,055
    From related orgs
    $0
    Other
    $14,503
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $236,411
    Bonus
    $57,318
    Other
    $55,326
    Deferred
    $3,141
    Nontaxable benefits
    $11,362
    Filer's total
    $363,558

  • Surabhi Gaur MD

    Chief Medical Officer - BSSFHS

    Total calculated
    $445,619
    From this org
    $411,218
    From related orgs
    $0
    Other
    $34,401
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $323,356
    Bonus
    $40,539
    Other
    $47,323
    Deferred
    $3,150
    Nontaxable benefits
    $31,251
    Filer's total
    $445,619

  • DENISE CAMPBELL

    VP of Nursing

    Total calculated
    $240,918
    From this org
    $223,387
    From related orgs
    $0
    Other
    $17,531
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,995
    Bonus
    $21,945
    Other
    $25,447
    Deferred
    $2,614
    Nontaxable benefits
    $14,917
    Filer's total
    $240,918

  • Jennifer Vogel

    Radiation Oncologist

    Total calculated
    $919,890
    From this org
    $853,514
    From related orgs
    $0
    Other
    $66,376
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $666,548
    Bonus
    $121,082
    Other
    $65,884
    Deferred
    $28,150
    Nontaxable benefits
    $38,226
    Filer's total
    $919,890

  • Karen Schwartz

    VP Operations

    Total calculated
    $249,593
    From this org
    $233,990
    From related orgs
    $0
    Other
    $15,603
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $176,917
    Bonus
    $23,063
    Other
    $34,010
    Deferred
    $2,668
    Nontaxable benefits
    $12,935
    Filer's total
    $249,593

  • Kevin Shay

    Senior Physicist

    Total calculated
    $263,334
    From this org
    $229,643
    From related orgs
    $0
    Other
    $33,691
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $205,872
    Bonus
    $0
    Other
    $23,771
    Deferred
    $2,691
    Nontaxable benefits
    $31,000
    Filer's total
    $263,334

  • ROSEANN BECHER

    DIRECTOR, PHARMACY

    Total calculated
    $242,558
    From this org
    $213,937
    From related orgs
    $0
    Other
    $28,621
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $145,200
    Bonus
    $11,470
    Other
    $57,267
    Deferred
    $2,602
    Nontaxable benefits
    $26,019
    Filer's total
    $242,558

  • LISA LANDRETH

    Former Interim CFO - BSSFHS

    Total calculated
    $206,390
    From this org
    $0
    From related orgs
    $192,082
    Other
    $14,308
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,667 related
    Bonus
    $0 + $23,500 related
    Other
    $0 + $16,915 related
    Deferred
    $0 + $2,470 related
    Nontaxable benefits
    $0 + $11,838 related
    Filer's total
    $0 + $206,390 related

  • Marcus Blackstone MD

    Former Chief Clinical Officer - Greenville

    Total calculated
    $691,315
    From this org
    $0
    From related orgs
    $626,054
    Other
    $65,261
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $437,210 related
    Bonus
    $0 + $118,377 related
    Other
    $0 + $70,467 related
    Deferred
    $0 + $50,650 related
    Nontaxable benefits
    $0 + $14,611 related
    Filer's total
    $0 + $691,315 related

  • Thomas Morris PHD

    Former Board President; BSMH Chief Sponsorship Officer

    Total calculated
    $265,465
    From this org
    $0
    From related orgs
    $257,571
    Other
    $7,894
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $33,156 related
    Bonus
    $0 + $89,415 related
    Other
    $0 + $135,000 related
    Deferred
    $0 + $1,456 related
    Nontaxable benefits
    $0 + $6,438 related
    Filer's total
    $0 + $265,465 related

  • WILLIAM KUSNIERZ

    FORMER CFO - BSSFHS

    Total calculated
    $592,788
    From this org
    $0
    From related orgs
    $548,124
    Other
    $44,664
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $363,672 related
    Bonus
    $0 + $95,437 related
    Other
    $0 + $89,015 related
    Deferred
    $0 + $34,700 related
    Nontaxable benefits
    $0 + $9,964 related
    Filer's total
    $0 + $592,788 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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
A tax indemnification benefit to cover the income tax incurred on employee recognition awards was paid to one key employee and four highest compensated employees. The entire benefit was treated as taxable compensation.
Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
Bon Secours Mercy Health, Inc., a related organization of the filing organization, uses the following to establish the compensation of the organization's CEO/Executive Director: Compensation Committee Independent Compensation Consultant Written Employment Contract Compensation Survey or Study Approval by the Board or Compensation Committee
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The Bon Secours Mercy Health System SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Matthew Caldwell $94,942; William Kusnierz $30,837; Marcus Blackstone, MD, $31,643; Thomas MOrris, PH.D, $36,842; Kathleen Black, $20,323; Robert Stiekes, $4,365; Jenny Wehrs, $0; Bruce Swords, $0; David Cannady, $142,786; Brian Yanofchick, $34,000.
Schedule J, Part I, Line 4b Terms and conditions of the St. Francis 457F plan
Bon Secours St. Francis Health System, Inc. established the Bon Secours St. Francis Health System Nonqualified Deferred Compensation Plan (the "St. Francis 457F plan") that allows for deposits of employee deferrals and employer contributions and is available only to eligible Bon Secours St. Francis physicians. The St. Francis 457F plan is a non-qualified plan and is subject to a minimum deferred vesting date of at least two years after the first day of the calendar year to which the deferred compensation relates, provided the participant is employed, or upon specified events, such as death or disability. For a participant who separates employment prior to reaching the deferred vesting date, the portion of the account attributable to the deferred vesting date will become vested after the participant satisfies certain conditions during the three year post-employment period. Individuals that received a distribution or participated in the plan include: Marcus Blackstone, MD, $0; Tommy Mann, Jr, MD, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health Physicians SERP
The Bon Secours Mercy Health Physician SERP is a non-qualified deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. The plan provides for annual credits of a specified percentage of an eligible participants base salary paid in a plan year and interest credits. Plan participants vest in plan credits after completing a three year class vesting schedule or earlier for death or total disability or reaching age 60 while employed, or due to involuntary separation of employment other than for cause. Payments during employment are made for required tax withholding and reduce the participants account balance. Distribution of the vested account balance in a lump sum occurs after termination of employment. Amounts includible as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Tommy Mann, Jr, MD, $0; Jennifer Vogel, $0.
Schedule J, Part I, Line 7 Non-Fixed Payments
The organization provides annual incentive compensation for listed individuals. The organization's Board of Trustees establishes objective thresholds for quality, community benefit, and financial performance which must be achieved for incentives to be awarded. The Board also establishes threshold, target and maximum levels for incentive awards. Within these established parameters, the Board determines the CEO's incentive award and incentive awards for other listed individuals are determined by the listed individual's supervisor and disclosed to the Board. The Board may authorize modified incentive awards when appropriate in its judgment.

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

The 10 largest by cash amount. The API serves every itemized grant.

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
13 November 2024
IRS schema version
2023v5.1
Source object
202413189349301316

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

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