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Nonprofiteer
← LIFE AT ST FRANCIS HEALTHCARE INC

Form 990 for tax year 2023

Filed by LIFE AT ST FRANCIS HEALTHCARE INC.

Totals

Total revenue
$37,196,975
Total expenses
$31,512,694
Contributions and grants received
$17,704
Grants paid
$1,088
Program services expenses (Part IX)
$30,185,698
Management and general expenses
$1,326,996
Fundraising expenses
$0
Program service expenses (Part III)
$30,185,698

Program services were 95.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DANIEL DRAKE

    DIRECTOR; PRESIDENT & CEO

    Total calculated
    $931,718
    From this org
    $0
    From related orgs
    $758,781
    Other
    $172,937
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $500,796 related
    Bonus
    $0 + $175,000 related
    Other
    $0 + $82,985 related
    Deferred
    $0 + $141,025 related
    Nontaxable benefits
    $0 + $31,912 related
    Filer's total
    $0 + $931,718 related

  • ARTHUR HENKEL

    DIRECTOR; CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANNA MARIE TAG RSM

    DIRECTOR; VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • BENJAMIN CARTER

    DIRECTOR; TRINITY HEALTH EVP & COO

    Total calculated
    $2,999,690
    From this org
    $0
    From related orgs
    $2,918,972
    Other
    $80,718
    Hours/week
    0.1 + 54.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,480,023 related
    Bonus
    $0 + $958,750 related
    Other
    $0 + $480,199 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $60,918 related
    Filer's total
    $0 + $2,999,690 related

  • JOANNE HANDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • BEVERLY JONES

    DIRECTOR THROUGH 8/23

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • WILLIAM MINNIX

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • LEJON POOLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • MARJORIE TAPIA RSM

    DIRECTOR THROUGH 7/23

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • ANTONIA VILLARRUEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • DEWAYNE WELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 4.9 related

  • MARCUS BOWENS

    TREASURER; CFO CONTINUING CARE

    Total calculated
    $650,040
    From this org
    $0
    From related orgs
    $566,208
    Other
    $83,832
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $448,938 related
    Bonus
    $0 + $112,500 related
    Other
    $0 + $4,770 related
    Deferred
    $0 + $67,285 related
    Nontaxable benefits
    $0 + $16,547 related
    Filer's total
    $0 + $650,040 related

  • MANDI MURRAY

    SECRETARY; TRIN VP MANAGING COUNSEL

    Total calculated
    $636,095
    From this org
    $0
    From related orgs
    $511,054
    Other
    $125,041
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,378 related
    Bonus
    $0 + $100,231 related
    Other
    $0 + $16,445 related
    Deferred
    $0 + $89,274 related
    Nontaxable benefits
    $0 + $35,767 related
    Filer's total
    $0 + $636,095 related

  • KIMBERLY SAXTON

    VICE PRESIDENT, FINANCE THROUGH 2/24

    Total calculated
    $349,979
    From this org
    $0
    From related orgs
    $292,992
    Other
    $56,987
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,217 related
    Bonus
    $0 + $50,168 related
    Other
    $0 + $4,607 related
    Deferred
    $0 + $18,147 related
    Nontaxable benefits
    $0 + $38,840 related
    Filer's total
    $0 + $349,979 related

  • KAREN NICHOLS

    CHIEF MEDICAL OFFICER

    Total calculated
    $502,238
    From this org
    $0
    From related orgs
    $465,829
    Other
    $36,409
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $373,516 related
    Bonus
    $0 + $74,778 related
    Other
    $0 + $17,535 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $21,559 related
    Filer's total
    $0 + $502,238 related

  • ANNE LEWIS

    CHIEF OPERATING OFFICER

    Total calculated
    $384,983
    From this org
    $0
    From related orgs
    $335,331
    Other
    $49,652
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $271,650 related
    Bonus
    $0 + $56,493 related
    Other
    $0 + $7,188 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $34,802 related
    Filer's total
    $0 + $384,983 related

  • CARRIE HAYS MCELROY

    CHIEF CLINICAL OPERATIONS

    Total calculated
    $240,422
    From this org
    $0
    From related orgs
    $199,318
    Other
    $41,104
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $193,003 related
    Bonus
    $0
    Other
    $0 + $6,315 related
    Deferred
    $0 + $15,075 related
    Nontaxable benefits
    $0 + $26,029 related
    Filer's total
    $0 + $240,422 related

  • PAUL EBERTS MD

    MEDICAL DIRECTOR

    Total calculated
    $179,956
    From this org
    $0
    From related orgs
    $160,569
    Other
    $19,387
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $0 + $158,686 related
    Bonus
    $0
    Other
    $0 + $1,883 related
    Deferred
    $0 + $12,031 related
    Nontaxable benefits
    $0 + $7,356 related
    Filer's total
    $0 + $179,956 related

  • DOREEN KARAN

    NURSE PRACTITIONER

    Total calculated
    $151,991
    From this org
    $0
    From related orgs
    $115,958
    Other
    $36,033
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $115,873 related
    Bonus
    $0
    Other
    $0 + $85 related
    Deferred
    $0 + $5,766 related
    Nontaxable benefits
    $0 + $30,267 related
    Filer's total
    $0 + $151,991 related

  • MARIA MILLER

    REGIONAL DIR OF SALES & ENROLLMENT

    Total calculated
    $139,156
    From this org
    $0
    From related orgs
    $109,065
    Other
    $30,091
    Hours/week
    40

  • DONNA WOMACK

    THERAPY MANAGER

    Total calculated
    $123,263
    From this org
    $0
    From related orgs
    $107,016
    Other
    $16,247
    Hours/week
    40

  • CHRISTINA MCGEE

    NURE MANAGER

    Total calculated
    $114,161
    From this org
    $0
    From related orgs
    $106,717
    Other
    $7,444
    Hours/week
    40

  • JAMES WOODWARD

    FORMER OFFICER; THMA PRESIDENT & CEO

    Total calculated
    $1,479,049
    From this org
    $0
    From related orgs
    $1,413,188
    Other
    $65,861
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $839,913 related
    Bonus
    $0 + $347,625 related
    Other
    $0 + $225,650 related
    Deferred
    $0 + $14,850 related
    Nontaxable benefits
    $0 + $51,011 related
    Filer's total
    $0 + $1,479,049 related

  • CATHERINE MIKUS

    FORMER OFFCR; THMA VP MANAGING CNSL

    Total calculated
    $658,493
    From this org
    $0
    From related orgs
    $599,805
    Other
    $58,688
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $346,626 related
    Bonus
    $0 + $88,635 related
    Other
    $0 + $164,544 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $33,938 related
    Filer's total
    $0 + $658,493 related

  • MARK MCPHERSON

    FORMER OFFCR; THHS PRES/CEO THR 8/23

    Total calculated
    $296,939
    From this org
    $0
    From related orgs
    $272,991
    Other
    $23,948
    Hours/week
    0 + 55 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,979 related
    Bonus
    $0
    Other
    $0 + $16,012 related
    Deferred
    $0 + $3,915 related
    Nontaxable benefits
    $0 + $20,033 related
    Filer's total
    $0 + $296,939 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
ST. FRANCIS LIFE IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. ST. FRANCIS LIFE'S CEO IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF ST. FRANCIS LIFE'S CEO: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - WRITTEN EMPLOYMENT CONTRACT - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUTS FOR 2023 FOR THE PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: BENJAMIN CARTER - $417,375 DANIEL DRAKE - $63,250 MARK MCPHERSON - $5,826 CATHERINE MIKUS - $151,510 JAMES WOODWARD - $194,250 COLUMN F OF SCHEDULE J, PART II INCLUDES THE PORTION OF THESE AMOUNTS THAT WERE REPORTED AS DEFERRED COMPENSATION IN PRIOR YEARS. THE FOLLOWING ACCRUALS FOR 2023 ARE INCLUDED IN COLUMN C OF SCHEDULE J, PART II: MARCUS BOWENS - $47,715 DANIEL DRAKE - $126,175 MANDI MURRAY - $64,524 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). THE FOLLOWING PAYOUTS FOR 2023 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: MARCUS BOWENS - $0 ANNE LEWIS - $1,200 MANDI MURRAY - $4,116 KAREN NICHOLS - $3,993

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
202501349349310820

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

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