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Nonprofiteer
← ROPER ST FRANCIS HEALTHCARE

Form 990 for tax year 2023

Filed by ROPER ST FRANCIS HEALTHCARE.

Totals

Total revenue
$191,151,646
Total expenses
$244,117,065
Contributions and grants received
$2,050,868
Grants paid
$399,375
Program service revenue
$177,993,060
Investment income
$8,541,709
Other revenue
$2,566,009
Total assets, end of year
$1,274,657,132
Total liabilities, end of year
$671,825,999
Net assets or fund balances, end of year
$602,831,133
Program services expenses (Part IX)
$197,771,907
Management and general expenses
$46,345,158
Fundraising expenses
$0
Program service expenses (Part III)
$197,771,907

Program services were 81.0% 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
    $1,007,321
    From this org
    $0
    From related orgs
    $919,598
    Other
    $87,723
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $913,844 related
    Bonus
    $0
    Other
    $0 + $5,754 related
    Deferred
    $0 + $37,920 related
    Nontaxable benefits
    $0 + $49,803 related
    Filer's total
    $0 + $1,007,321 related

  • Wael Haidar MD

    Vice Chair, BSMH Chief Clinical Officer

    Total calculated
    $2,330,731
    From this org
    $0
    From related orgs
    $1,850,444
    Other
    $480,287
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $823,831 related
    Bonus
    $0 + $287,539 related
    Other
    $0 + $739,074 related
    Deferred
    $0 + $466,024 related
    Nontaxable benefits
    $0 + $14,263 related
    Filer's total
    $0 + $2,330,731 related

  • Brian Yanofchick

    Board Member; Chief Sponsorship Officer - BSMH

    Total calculated
    $538,075
    From this org
    $0
    From related orgs
    $524,623
    Other
    $13,452
    Hours/week
    0.5 + 49.5 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

  • 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

  • John Spratt MD

    Board Member (Beg 08/23), Physician

    Total calculated
    $962,847
    From this org
    $0
    From related orgs
    $872,629
    Other
    $90,218
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $811,037 related
    Bonus
    $0 + $59,100 related
    Other
    $0 + $2,492 related
    Deferred
    $0 + $39,897 related
    Nontaxable benefits
    $0 + $50,321 related
    Filer's total
    $0 + $962,847 related

  • Johnathan Donaldson MD

    Board Member (Beg 05/23; End 08/23), Physician

    Total calculated
    $449,952
    From this org
    $0
    From related orgs
    $404,422
    Other
    $45,530
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $223,436 related
    Bonus
    $0 + $180,239 related
    Other
    $0 + $747 related
    Deferred
    $0 + $22,903 related
    Nontaxable benefits
    $0 + $22,627 related
    Filer's total
    $0 + $449,952 related

  • JOSEPH GAGE JR JD

    Board Member; BSMH Chief HR Officer

    Total calculated
    $1,578,112
    From this org
    $0
    From related orgs
    $1,331,323
    Other
    $246,789
    Hours/week
    0.5 + 54.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $612,665 related
    Bonus
    $0 + $208,634 related
    Other
    $0 + $510,024 related
    Deferred
    $0 + $211,784 related
    Nontaxable benefits
    $0 + $35,005 related
    Filer's total
    $0 + $1,578,112 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

  • Rick McEvoy

    Board Member (End 05/23)

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Roberta Pinckney

    Board Member

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Scott Woodfield MD

    Board Member, Physician

    Total calculated
    $505,433
    From this org
    $0
    From related orgs
    $456,519
    Other
    $48,914
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $404,370 related
    Bonus
    $0
    Other
    $0 + $52,149 related
    Deferred
    $0 + $28,123 related
    Nontaxable benefits
    $0 + $20,791 related
    Filer's total
    $0 + $505,433 related

  • Susan Datta MD

    Board Member, Internist - RSFPP

    Total calculated
    $424,746
    From this org
    $0
    From related orgs
    $347,376
    Other
    $77,370
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,178 related
    Bonus
    $0 + $18,815 related
    Other
    $0 + $1,383 related
    Deferred
    $0 + $39,897 related
    Nontaxable benefits
    $0 + $37,473 related
    Filer's total
    $0 + $424,746 related

  • Adriana Day

    CFO/Treasurer RSFH (End 09/23)

    Total calculated
    $528,426
    From this org
    $486,984
    From related orgs
    $0
    Other
    $41,442
    Hours/week
    43.5 + 6.5 related

    Schedule J breakdown matched by us

    Base
    $364,467
    Bonus
    $110,256
    Other
    $12,261
    Deferred
    $25,995
    Nontaxable benefits
    $15,447
    Filer's total
    $528,426

  • Brad Grosteffon

    Interim CFO/Treasurer (Beg 09/23)

    Total calculated
    $485,467
    From this org
    $0
    From related orgs
    $428,729
    Other
    $56,738
    Hours/week
    25 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,583 related
    Bonus
    $0 + $75,924 related
    Other
    $0 + $48,222 related
    Deferred
    $0 + $28,452 related
    Nontaxable benefits
    $0 + $28,286 related
    Filer's total
    $0 + $485,467 related

  • Jeffrey DiLisi MD

    President/CEO RSFH (End 12/23)

    Total calculated
    $1,199,591
    From this org
    $1,105,777
    From related orgs
    $0
    Other
    $93,814
    Hours/week
    44.5 + 5.5 related

    Schedule J breakdown matched by us

    Base
    $806,712
    Bonus
    $200,002
    Other
    $99,063
    Deferred
    $39,897
    Nontaxable benefits
    $53,917
    Filer's total
    $1,199,591

  • Megan Baker MD

    Interim President/CEO (Beg 12/23)

    Total calculated
    $760,277
    From this org
    $0
    From related orgs
    $692,709
    Other
    $67,568
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,390 related
    Bonus
    $0 + $196,112 related
    Other
    $0 + $207 related
    Deferred
    $0 + $17,397 related
    Nontaxable benefits
    $0 + $50,171 related
    Filer's total
    $0 + $760,277 related

  • Michael Pazzo

    Secretary, RSFH SVP/Chief Legal Officer

    Total calculated
    $650,144
    From this org
    $516,579
    From related orgs
    $0
    Other
    $133,565
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $414,978
    Bonus
    $90,782
    Other
    $10,819
    Deferred
    $86,408
    Nontaxable benefits
    $47,157
    Filer's total
    $650,144

  • Chris McLain MD

    SVP & Chief Physician Officer

    Total calculated
    $942,285
    From this org
    $804,297
    From related orgs
    $0
    Other
    $137,988
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $622,559
    Bonus
    $133,961
    Other
    $47,777
    Deferred
    $92,307
    Nontaxable benefits
    $45,681
    Filer's total
    $942,285

  • Kevin Hoak

    SVP AND COO

    Total calculated
    $653,715
    From this org
    $534,439
    From related orgs
    $0
    Other
    $119,276
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $464,020
    Bonus
    $66,766
    Other
    $3,653
    Deferred
    $70,887
    Nontaxable benefits
    $48,389
    Filer's total
    $653,715

  • Laishy Williams-Carlson

    CIO of BSMH, HSP and RSFH (End 06/23)

    Total calculated
    $1,158,556
    From this org
    $47,000
    From related orgs
    $1,065,201
    Other
    $46,355
    Hours/week
    12.5 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $583,584 related
    Bonus
    $0 + $160,375 related
    Other
    $47,000 + $321,242 related
    Deferred
    $0 + $24,387 related
    Nontaxable benefits
    $0 + $21,968 related
    Filer's total
    $47,000 + $1,111,556 related

  • Marissa Blair Jamarik

    VP & Chief Nursing Officer

    Total calculated
    $574,860
    From this org
    $482,585
    From related orgs
    $0
    Other
    $92,275
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $386,812
    Bonus
    $82,246
    Other
    $13,527
    Deferred
    $59,203
    Nontaxable benefits
    $33,072
    Filer's total
    $574,860

  • Mark Dickson

    VP Mission

    Total calculated
    $352,944
    From this org
    $306,878
    From related orgs
    $0
    Other
    $46,066
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $240,573
    Bonus
    $44,959
    Other
    $21,346
    Deferred
    $16,151
    Nontaxable benefits
    $29,915
    Filer's total
    $352,944

  • Melanie Stith

    VP Human Resources (End 04/23); SVP & CAO (Beg 05/23)

    Total calculated
    $707,192
    From this org
    $590,203
    From related orgs
    $0
    Other
    $116,989
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $432,155
    Bonus
    $92,183
    Other
    $65,865
    Deferred
    $66,462
    Nontaxable benefits
    $50,527
    Filer's total
    $707,192

  • Sallie Bissette

    AVP & Chief Compliance Officer

    Total calculated
    $241,656
    From this org
    $231,141
    From related orgs
    $0
    Other
    $10,515
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $217,460
    Bonus
    $13,438
    Other
    $243
    Deferred
    $7,010
    Nontaxable benefits
    $3,505
    Filer's total
    $241,656

  • Matthew Desmond

    VP Chief Transformation Officer, Regional President - BSSF/MPH

    Total calculated
    $561,513
    From this org
    $460,061
    From related orgs
    $0
    Other
    $101,452
    Hours/week
    9.5 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $374,538
    Bonus
    $59,212
    Other
    $26,311
    Deferred
    $48,984
    Nontaxable benefits
    $52,468
    Filer's total
    $561,513

  • Michael Moxley

    VP & Chief Div, Inclus & Health Eq. Officer

    Total calculated
    $516,804
    From this org
    $445,169
    From related orgs
    $0
    Other
    $71,635
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $372,219
    Bonus
    $68,371
    Other
    $4,579
    Deferred
    $69,502
    Nontaxable benefits
    $2,133
    Filer's total
    $516,804

  • Mitchell Siegan MD

    VP CMO - Acute Care

    Total calculated
    $735,147
    From this org
    $598,616
    From related orgs
    $0
    Other
    $136,531
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $515,677
    Bonus
    $80,317
    Other
    $2,622
    Deferred
    $87,448
    Nontaxable benefits
    $49,083
    Filer's total
    $735,147

  • Stanley Wilson MD

    AVP CMO Quality & Cont Care

    Total calculated
    $598,821
    From this org
    $528,710
    From related orgs
    $0
    Other
    $70,111
    Hours/week
    49.5 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $417,007
    Bonus
    $71,204
    Other
    $40,499
    Deferred
    $39,897
    Nontaxable benefits
    $30,214
    Filer's total
    $598,821

  • Troy Powell

    Regional President - RH/BH (Beg 03/23) & VP Continuing Care

    Total calculated
    $517,153
    From this org
    $423,550
    From related orgs
    $0
    Other
    $93,603
    Hours/week
    9.5 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $348,151
    Bonus
    $50,300
    Other
    $25,099
    Deferred
    $45,333
    Nontaxable benefits
    $48,270
    Filer's total
    $517,153

  • Anthony Jackson

    FORMER SVP and COO

    Total calculated
    $195,643
    From this org
    $195,643
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $195,643
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $195,643

  • Christopher Glenn

    Former Interim CFO/Treasurer

    Total calculated
    $326,309
    From this org
    $285,258
    From related orgs
    $0
    Other
    $41,051
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $212,866
    Bonus
    $20,329
    Other
    $52,063
    Deferred
    $5,316
    Nontaxable benefits
    $35,735
    Filer's total
    $326,309

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, and on a Form 990-PF Part VIII's — 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

  • 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 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: Anthony Jackson, $195,643.
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: Melanie Stith, $53,896; Troy Powell, $22,560; Christopher McLain, MD, $0; Mitchell Siegan, MD, $0; Matthew Desmond, $0; Marissa Blair Jamarik, $0; Michael Moxley, $0; Stanley Wilson, MD, $39,795; Kevin Hoak, $0; Michael Pazzo, $0; Michael Moxley, $0; Laishy Williams-Carlson $24,222; Jeffrey Dilisi, MD, $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, $128,457; Wael Haidar, MD, $181,821; Laishy Williams-Carlson, $125,000; Michael Pazzo, $0; Brad Grosteffon, $25,621.
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.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202433189349308963

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