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Nonprofiteer
← ROPER ST FRANCIS HEALTHCARE

Form 990 for tax year 2022

Filed by ROPER ST FRANCIS HEALTHCARE.

Totals

Total revenue
$193,387,689
Total expenses
$231,959,429
Contributions and grants received
$1,480,568
Grants paid
$488,894
Program services expenses (Part IX)
$184,413,754
Management and general expenses
$47,545,675
Fundraising expenses
$0
Program service expenses (Part III)
$184,413,754

Program services were 79.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Brian Cuddy MD

    Chair, Neurosurgeon - RSFPP

    Total calculated
    $1,091,387
    From this org
    $0
    From related orgs
    $1,007,785
    Other
    $83,602
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $989,231 related
    Bonus
    $0
    Other
    $0 + $18,554 related
    Deferred
    $0 + $35,438 related
    Nontaxable benefits
    $0 + $48,164 related
    Filer's total
    $0 + $1,091,387 related

  • Wael Haidar MD

    Vice Chair, BSMH Chief Clinical Officer

    Total calculated
    $2,562,363
    From this org
    $0
    From related orgs
    $1,948,860
    Other
    $613,503
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $798,764 related
    Bonus
    $0 + $368,640 related
    Other
    $0 + $781,456 related
    Deferred
    $0 + $589,664 related
    Nontaxable benefits
    $0 + $23,839 related
    Filer's total
    $0 + $2,562,363 related

  • Brian Yanofchick

    Board Member; Chief Spons. Officer Prov Grp - BSMH

    Total calculated
    $497,944
    From this org
    $0
    From related orgs
    $480,901
    Other
    $17,043
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,002 related
    Bonus
    $0 + $50,150 related
    Other
    $0 + $122,749 related
    Deferred
    $0 + $4,550 related
    Nontaxable benefits
    $0 + $12,493 related
    Filer's total
    $0 + $497,944 related

  • Charles Ford Rivers III

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Edward McKelvey

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Henry West MD

    Board Member, Surgeon - RSFPP

    Total calculated
    $756,977
    From this org
    $0
    From related orgs
    $689,828
    Other
    $67,149
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $517,943 related
    Bonus
    $0 + $151,397 related
    Other
    $0 + $20,488 related
    Deferred
    $0 + $35,438 related
    Nontaxable benefits
    $0 + $31,711 related
    Filer's total
    $0 + $756,977 related

  • JOSEPH GAGE JR JD

    Board Member; BSMH Chief HR Officer

    Total calculated
    $1,756,467
    From this org
    $0
    From related orgs
    $1,415,966
    Other
    $340,501
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $579,548 related
    Bonus
    $0 + $267,480 related
    Other
    $0 + $568,938 related
    Deferred
    $0 + $305,465 related
    Nontaxable benefits
    $0 + $35,036 related
    Filer's total
    $0 + $1,756,467 related

  • Karen Wrighten

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Kay W Phillips PHD

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Roberta Pinckney

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Susan Datta MD

    Board Member, Internist - RSFPP

    Total calculated
    $445,729
    From this org
    $0
    From related orgs
    $378,012
    Other
    $67,717
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $340,967 related
    Bonus
    $0 + $34,305 related
    Other
    $0 + $2,740 related
    Deferred
    $0 + $31,365 related
    Nontaxable benefits
    $0 + $36,352 related
    Filer's total
    $0 + $445,729 related

  • Wills C Geils MD

    Board Member, Oncology Physician

    Total calculated
    $567,627
    From this org
    $0
    From related orgs
    $504,208
    Other
    $63,419
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $471,034 related
    Bonus
    $0 + $32,787 related
    Other
    $0 + $387 related
    Deferred
    $0 + $14,938 related
    Nontaxable benefits
    $0 + $48,481 related
    Filer's total
    $0 + $567,627 related

  • Adriana Day

    CFO/Treasurer RSFH

    Total calculated
    $751,160
    From this org
    $582,719
    From related orgs
    $0
    Other
    $168,441
    Hours/week
    43 + 7 related

    Schedule J breakdown matched by us

    Base
    $484,665
    Bonus
    $116,946
    Other
    -$18,892
    Deferred
    $137,654
    Nontaxable benefits
    $30,787
    Filer's total
    $751,160

  • Jeffrey DiLisi MD

    President/CEO RSFH

    Total calculated
    $1,569,106
    From this org
    $1,248,827
    From related orgs
    $0
    Other
    $320,279
    Hours/week
    44.5 + 5.5 related

    Schedule J breakdown matched by us

    Base
    $765,516
    Bonus
    $414,703
    Other
    $68,608
    Deferred
    $269,854
    Nontaxable benefits
    $50,425
    Filer's total
    $1,569,106

  • Lori Roberts

    Assist. Secretary, Director, Legal Services

    Total calculated
    $155,916
    From this org
    $148,337
    From related orgs
    $0
    Other
    $7,579
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $77,364
    Bonus
    $42,607
    Other
    $28,366
    Deferred
    $1,366
    Nontaxable benefits
    $6,213
    Filer's total
    $155,916

  • Mark Dickson

    VP Mission

    Total calculated
    $395,709
    From this org
    $354,386
    From related orgs
    $0
    Other
    $41,323
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $232,403
    Bonus
    $101,405
    Other
    $20,578
    Deferred
    $13,172
    Nontaxable benefits
    $28,151
    Filer's total
    $395,709

  • Michael Pazzo

    SVP & Chief Legal Officer (Beg 02/22)

    Total calculated
    $829,572
    From this org
    $456,712
    From related orgs
    $219,854
    Other
    $153,006
    Hours/week
    49 + 1 related

    Schedule J breakdown matched by us

    Base
    $356,469 + $57,878 related
    Bonus
    $0 + $121,981 related
    Other
    $100,243 + $39,995 related
    Deferred
    $108,744
    Nontaxable benefits
    $41,060 + $3,202 related
    Filer's total
    $606,516 + $223,056 related

  • Anthony Jackson

    SVP and COO (End 6/22)

    Total calculated
    $1,313,766
    From this org
    $1,273,787
    From related orgs
    $0
    Other
    $39,979
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $216,756
    Bonus
    $304,126
    Other
    $752,905
    Deferred
    $29,650
    Nontaxable benefits
    $10,329
    Filer's total
    $1,313,766

  • Chris McLain MD

    SVP & Chief Physician Officer

    Total calculated
    $1,115,205
    From this org
    $927,864
    From related orgs
    $0
    Other
    $187,341
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $596,175
    Bonus
    $298,046
    Other
    $33,643
    Deferred
    $143,702
    Nontaxable benefits
    $43,639
    Filer's total
    $1,115,205

  • Katherine Phillips Smith

    VP & Chief Marketing & Digital Officer (Beg 01/22)

    Total calculated
    $428,922
    From this org
    $353,814
    From related orgs
    $0
    Other
    $75,108
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $303,604
    Bonus
    $0
    Other
    $50,210
    Deferred
    $38,630
    Nontaxable benefits
    $36,478
    Filer's total
    $428,922

  • Kevin Hoak

    SVP AND COO (Beg 10/22)

    Total calculated
    $507,900
    From this org
    $403,999
    From related orgs
    $0
    Other
    $103,901
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $340,966
    Bonus
    $62,143
    Other
    $890
    Deferred
    $55,499
    Nontaxable benefits
    $48,402
    Filer's total
    $507,900

  • Laishy Williams-Carlson

    CIO of BSMH, HSP and RSFH

    Total calculated
    $1,324,925
    From this org
    $387,580
    From related orgs
    $958,693
    Other
    -$21,348
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $222,858 + $305,807 related
    Bonus
    $157,357 + $73,003 related
    Other
    $7,365 + $579,883 related
    Deferred
    $7,783 + -$56,144 related
    Nontaxable benefits
    $19,007 + $8,006 related
    Filer's total
    $414,370 + $910,555 related

  • Marissa Blair Jamarik

    VP & Chief Nursing Officer

    Total calculated
    $561,861
    From this org
    $440,371
    From related orgs
    $0
    Other
    $121,490
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $366,533
    Bonus
    $88,535
    Other
    -$14,697
    Deferred
    $89,933
    Nontaxable benefits
    $31,557
    Filer's total
    $561,861

  • Melanie Stith

    VP Human Resources

    Total calculated
    $744,934
    From this org
    $595,085
    From related orgs
    $0
    Other
    $149,849
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $422,283
    Bonus
    $138,393
    Other
    $34,409
    Deferred
    $103,431
    Nontaxable benefits
    $46,418
    Filer's total
    $744,934

  • Michael Moxley

    VP & Chief Div, Inclus & Health Eq. Officer

    Total calculated
    $514,120
    From this org
    $448,195
    From related orgs
    $0
    Other
    $65,925
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $367,783
    Bonus
    $75,936
    Other
    $4,476
    Deferred
    $63,804
    Nontaxable benefits
    $2,121
    Filer's total
    $514,120

  • Jeanne Ballard

    Chief Medical Information Officer

    Total calculated
    $410,008
    From this org
    $375,825
    From related orgs
    $0
    Other
    $34,183
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $315,706
    Bonus
    $59,732
    Other
    $387
    Deferred
    $9,753
    Nontaxable benefits
    $24,430
    Filer's total
    $410,008

  • Matthew Desmond

    VP Ops-Acute Care

    Total calculated
    $613,465
    From this org
    $524,055
    From related orgs
    $0
    Other
    $89,410
    Hours/week
    9.5 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $347,543
    Bonus
    $125,708
    Other
    $50,804
    Deferred
    $41,188
    Nontaxable benefits
    $48,222
    Filer's total
    $613,465

  • Mitchell Siegan MD

    VP CMO - Acute Care

    Total calculated
    $805,896
    From this org
    $678,109
    From related orgs
    $0
    Other
    $127,787
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $498,448
    Bonus
    $177,040
    Other
    $2,621
    Deferred
    $81,887
    Nontaxable benefits
    $45,900
    Filer's total
    $805,896

  • Stanley Wilson MD

    AVP CMO Quality & Cont Care

    Total calculated
    $695,700
    From this org
    $635,553
    From related orgs
    $0
    Other
    $60,147
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $444,631
    Bonus
    $145,997
    Other
    $44,925
    Deferred
    $30,088
    Nontaxable benefits
    $30,059
    Filer's total
    $695,700

  • Troy Powell

    VP Post Acute Care Services

    Total calculated
    $513,461
    From this org
    $428,007
    From related orgs
    $0
    Other
    $85,454
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $309,763
    Bonus
    $116,890
    Other
    $1,354
    Deferred
    $39,468
    Nontaxable benefits
    $45,986
    Filer's total
    $513,461

  • Christopher Glenn

    Former Interim CFO/Treasurer

    Total calculated
    $357,101
    From this org
    $303,072
    From related orgs
    $0
    Other
    $54,029
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $239,000
    Bonus
    $47,699
    Other
    $16,373
    Deferred
    $11,216
    Nontaxable benefits
    $42,813
    Filer's total
    $357,101

  • Craig Self

    Former VP, Chief Strategy/Bus Devlpt Officer

    Total calculated
    $141,582
    From this org
    $141,582
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $141,582
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $141,582

  • Gregory Edwards

    Former VP & General Counsel, Secretary

    Total calculated
    $326,475
    From this org
    $326,475
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $326,475
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $326,475

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 · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Housing allowance or residence for personal use
Employer provided temporary housing related to employee relocation was provided for one officer and two key employees. The entire benefit was treated as taxable compensation.
Schedule J, Part I, Line 4a Severance or change-of-control payment
Severance Benefits consisting of continuation of base salary and insurance benefits were provided to listed individuals for specified periods. The listed individuals executed releases and waivers of claims in exchange for the severance benefits. Salary continuation amounts provided during the reporting year to listed individuals were as follows: Gregory Edwards, $326,475; Craig Self, $141,582 and Anthony Jackson, $379,777.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
The Roper St. Francis Healthcare 457(f) Plan's purpose is to offer eligible employees of the employer deferred compensation benefits to supplement Eligible Employees' retirement income. The Plan is intended to be a top-hat plan (i.e. an unfunded deferred compensation plan maintained for certain members of a select group of management or highly compensated employees). INDIVIDUALS THAT PARTICIPATED OR RECEIVED A DISTRIBUTION INCLUDE: Mark Dickson, $17,202; Anthony Jackson, $241,704; Melanie Stith, $32,628; Troy Powell, $0; Jeffrey DiLisi, MD, $0; Christopher McLain, MD, $0; Mitchell Siegan, MD, $0; Matthew Desmond, $0; Adriana Day, $0; Marissa Blair Jamarik, $0; Michael Moxley, $0; Stanley Wilson, MD, $38,879; Katherine Phillips Smith, $0; Kevin Hoak, $0; Michael Pazzo, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Bon Secours Mercy Health System SERP
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: Brian Yanofchick, $34,000; Joseph Gage, Jr., JD, $185,542; Wael Haidar, MD, $239,145; Laishy Williams-Carlson, $89,766; Michael Pazzo, $38,722.
Schedule J, Part I, Line 4b Terms and conditions of the Mercy Health SERP
The Mercy Health SERP plan is a deferred compensation plan which provides supplemental retirement benefits to persons selected by the Board of Trustees or its delegate. It provides annual credits of a specified percentage of compensation and annual interest credits. Participants vest 50%, 75%, and 100% in their accounts after 5, 6, and 7 years of service, respectively. Vesting occurs earlier for death or total disability or reaching age 60 while employed, or involuntary termination of employment within 24 months after a change in control of the organization or due to position elimination. Payments during employment are made for required tax withholding. Payment of the vested account balance in a lump sum occurs after termination of employment. Amounts includable as taxable compensation for listed individuals due to SERP participation in the reporting year were as follows: Joseph Gage, Jr., JD, $0.
Schedule J, Part I, Line 4b Terms and conditions of the Lorain SERP
THE LORAIN SUPPLEMENTAL EMPLOYEE RETIREMENT PLAN IS AN EXECUTIVE RETENTION PLAN FOR CERTAIN HIGHLY COMPENSATED INDIVIDUALS, AS DETERMINED BY THE BOARD OF TRUSTEES' EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE. THE PLAN PURPOSE IS TO PROVIDE A BENEFIT TO REPLACE THE BENEFIT THESE PARTICIPANTS WOULD HAVE RECEIVED UNDER THE APPLICABLE QUALIFIED PLAN PRIOR TO ITS AMENDMENT TO COMPLY WITH THE OMNIBUS BUDGET RECONCILIATION ACT OF 1993. IT PROVIDES A DEFERRED COMPENSATION BENEFIT OF 3% TO 5% OF ANNUAL BASE SALARY. PARTICIPANTS VEST AND RECEIVE PLAN BENEFITS ONCE TWO CONDITIONS ARE SATISFIED: (1) MEET THE VESTING REQUIREMENTS OF THE APPLICABLE QUALIFIED PLAN, AND (2) COMPLETE A 24-MONTH POST-EMPLOYMENT NONCOMPETE REQUIREMENT. AMOUNT INCLUDIBLE AS TAXABLE COMPENSATION FOR LISTED PARTICIPATING INDIVIDUAL IN THE REPORTING YEAR IS AS FOLLOW: MICHAEL PAZZO, $0.
Schedule J, Part I, Line 7 NON-FIXED PAYMENTS
Goals are developed each year to support the Organization's strategic initiatives for people, quality, financial, growth and service. The Ad Hoc Compensation Committee approves the system goals annually and reports it to the full Board of Directors. Progress on each metric is reported to the Board each month on the corporate scorecard. At year-end, the Ad Hoc Compensation Committee approves the final scorecard number and reports results to the full Board. Annual incentives for the executives are based 60% on the corporate scorecard and 40% on individual performance. Executives maintain an individual scorecard on the leader evaluation manager and discuss results monthly with the President/CEO. The President/CEO approves the individual executive scorecard.
Schedule J, Part II, Column (C) REPORTING NEGATIVE DEFERRED COMPENSATION
ANNUAL ACTUARIALLY-DETERMINED CONTRIBUTIONS TO DEFINED BENEFIT PLANS, WHICH ARE BASED ON PRIOR PLAN CONTRIBUTIONS, CHANGES IN INTEREST RATES, THE PRESENT VALUE OF ACCRUED BENEFITS, AND OTHER DATA AND ASSUMPTIONS ABOUT THE FUTURE, MAY, FOR SOME PLAN PARTICIPANTS AND FOR SOME PLAN YEARS, RESULT IN NEGATIVE CONTRIBUTION AMOUNTS.

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
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202303149349305100

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